Company
Micron
- Episodes
- 54
- Share
- 5.1%
- Shows
- 36
- Net sentiment
- +0.58
Up from 1.7% of episodes in the weeks before; net sentiment was +0.79.
Bullish 33Mixed 13Neutral 4Bearish 4
2 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes that named it
Why each one was bullish, bearish or in between on Micron. Longest episodes first.
Bullish 33
- Its performance helped equities outperform in the morning session.Bitcoin Bull Market, Global Liquidity, ETF Flows | BMTV Oct. 01, 2026 · Bitcoin Magazine Podcast · Oct 1
- Earnings estimates rose sharply on AI memory demand while the stock trades at a low multiple.How AI Could Take Bitcoin to $1 Million | Jordi Visser · What Bitcoin Did · Sep 30
- Record revenue and free cash flow with a low multiple suggest the stock is undervalued despite cyclicality fears.Micron CRUSHES Earnings But The Market Doesn't Care, Trump Gets $2T In One Room | Basis Points · Basis Points · Oct 3
- Earnings per share up sharply year over year, making valuation look less stretched.Bitcoin Falls To $82K After ETFs Just Bought $2.4 BILLION · The Wolf Of All Streets · Sep 28
- Strong pricing, long-term supply agreements and cheap valuation point to continued earnings growth.Payrolls Rose 29,000. Micron Guided $61.5B. AMD Bought World Labs. | Ep 59 · Futurum Equities Podcast · Oct 2
- Beat earnings estimates and issued strong guidance as data center revenue jumped.Rate Peak or Pause?... Nike Reports Results 10/1/26 · CNBC's "Fast Money" · Oct 1
Show 27 moreShow fewer
- Strong HBM and DRAM pricing and AI demand, with earnings and buyback speculation ahead.11AM Hour: Schwab CEO, Counselor to the Treasury Secretary David Zervos & Expectations for Micron Earnings 9/30/26 · Squawk on the Street · Sep 30
- Memory chip maker that has run hard this year and may post strong earnings.Oil Drops, Yields Jump, Warsh Punishes The Economy, and The Housing Market Freeze | Money Moves · Millionaire Mindcast · Sep 30
- Expected beneficiary of agentic AI driving memory demand ahead of earnings.Yields Spike As Consumer Confidence Drops… And Altman Weighs In On AI Pacing 9/29/26 · CNBC's "Fast Money" · Sep 29
- Expected record revenue and margins with strong memory pricing ahead of earnings.Sam Altman Live at OpenAI Dev Day 9/29/26 · Halftime Report · Sep 29
- Tight memory supply through 2028 and expected large buybacks support upside.10AM Hour: Contrarian Rate Call, Accenture CEO, Street Reaction to Micron Results 10/1/26 · Squawk on the Street · Oct 1
- Visser cites very high margins and expects strong earnings growth driven by AI demand.Is Bitcoin About to Shock Everyone in Q4? | Jordi Visser · The Pomp Podcast · Oct 3
- Revenue up 379% with margins projected to recover and large buybacks planned.Google Strikes Back With Argon, Where Memory Stocks Go Next, And Viewer Q & A · The AI Investor Podcast · Oct 1
- Record margins, multi-year contracts and HBM leadership, though cyclicality remains a risk.Micron: 'We Are Absolutely in a Bubble' · The Deep End: Stock and Earnings Analysis from Futurum Equities · Sep 28
- Reported very high operating margins and guided to tightness through 2027.#50 - How the Memory Market Shapes AI, the US-China Chip Race, and the Memory Cycle with Vis Valluri of SK hynix · Passion Play Profit · Sep 30
- Memory demand from AI and tight supply support rising pricing, though the stock is cyclical.The Federal Reserve: a Renovation Report, an Inflation Tracker, and a Tale of Espionage 9/30/26 · The Exchange · Sep 30
- Record quarter and strong guidance, though shares fell on gross margin and employee pay concerns.9AM HOUR: Playbook for Q4 and October, Micron CEO Exclusive, Bond Sell-off Accelerates 10/1/26 · Squawk on the Street · Oct 1
- Host expects a large buyback and sees secular growth rather than cyclicality.9AM HOUR: Stocks Rally and Yields Fall on Jobs Report, Tesla Delivers, Nike Tumbles 10/2/26 · Squawk on the Street · Oct 2
- Earnings expected to surge with tight memory supply and rising DRAM and NAND pricing.First On with HPE CFO, Tech Investing, American & Chinese Autos 9/30/26 · Power Lunch · Sep 30
- Analyst sees memory margins sustaining and expects strong quarterly earnings ahead of the report.10AM Hour: Contrarian Market Call, Micron Results Preview, New Eli Lilly Weight-Loss Data 9/30/26 · Squawk on the Street · Sep 30
- Strong results were cited as supporting the AI trade continuing another quarter.Low Conviction, High Crosscurrents — With Danny Kirsch · What's Next For Markets · Oct 4
- Record sales and margin gains with tight capacity and strong pricing supporting outlook.Sozzi weighs in on Micron's blowout quarter &chats with Meta's former CTO · Sozzi Unleashed · Oct 1
- Strong growth and cheap forward multiple; a possible capital return surprise on earnings.Jensen Huang's biggest Q3 moves, Rubrik CEO talks tech & cybersecurity · Sozzi Unleashed · Sep 30
- Expected 350% revenue growth and HBM sold out through 2026, though expectations are high.Micron Earnings, Nvidia Moves, Meta Goes Poaching, Strait of Hormuz Updates: TWSS 45 - 9.28.2026 · Sift Stack · Sep 29
- Key AI infrastructure supplier; earnings after close Wednesday seen as a sector bellwether.FogCutter Live Episode #67 - Rates Rising Again? What It Could Mean for Earnings & the Market · FogCutter Live · Sep 29
- Memory supply concentrated on large customers suggests a higher price floor and less boom-bust.The Stack — September 30, 2026 · The Stack · Sep 30
- One of three companies producing most of the world's memory, benefiting from tight supply and rising prices.IMEC Says Today’s AI Will Look Ancient in 10 Years · Sourcery · Sep 30
- Upbeat guidance, strategic customer agreements and strong pricing support its memory outlook despite a small post-market dip.Insatiable memory cycle: 'demand is only getting stronger' · the daily moo · Oct 1
- Posted blowout earnings that drove chip sector gains.AI Daily Briefing — Sunday, October 4, 2026 · My Daily AI & Markets Briefing · Oct 4
- Signed roughly $100 billion in long-term non-cancellable supply contracts, creating a price floor.Rewind 05 – RAMmageddon Part 9: The Kitchen-Table Moment · RAMmageddon – DigitalWasteland · Oct 2
- Record revenue, roughly 87% gross margin, and about $32B in committed multi-year contracts.Micron (MU): Pre-selling $32B of memory that doesn't exist [Q4 2026] · Earnings Unscripted: Stock Earnings Calls & Analysis · Oct 1
- Earnings expected strong; long-term contracts and demand durability seen as key.CNBC Investing Club: Cramer’s Morning Take on Micron 9/30/26 · Squawk on the Street · Sep 30
- Upfront take-or-pay contracts lock up 75 percent of 2027 capacity, shifting inventory risk to buyers.Daily Earnings: Suppliers deliberately starve their markets | MU, NKE, ACN | Oct 1 · Earnings Unscripted: Stock Earnings Calls & Analysis · Oct 2
Bearish 4
- Discussed as having exited consumer memory and possibly harming its reputation.Witcher 3 Remastered, Gears E-Day, Ray Tracing Weirdness, Nvidia Upset EVGA · The Hardware Unboxed Podcast · Oct 2
- Burry buying puts; peak memory margins may be near as supply catches up.FICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ · Chit Chat Stocks · Oct 2
- Keeps capacity on HBM rather than adding standard DRAM output.Rewind 16 – RAMmageddon Part 2: The Geopolitical Escalation · RAMmageddon – DigitalWasteland · Oct 2
- Fell about $22 after its earnings announcement earlier in the week.The Hot Options Report: 10-02-2026 · The Options Insider Radio Network · Oct 2
Mixed 13
- Blowout earnings, but the CEO offered no visibility on when the memory cycle recovers.Alternatives for Dwindling Equity Risk Premiums · Behind the Markets Podcast · Oct 2
- Strong earnings and tight supply, but stock is extended and valuation debated.Micron Reports Results… And Sights & Sounds From Robinhood’s Hood Summit 9/30/26 · CNBC's "Fast Money" · Sep 30
- Sold out for years, but the stock hinges on oil prices and rates.9AM HOUR: Anthropic's IPO Prospectus, AI Summit at the White House, Oura Postpones IPO 9/29/26 · Squawk on the Street · Sep 29
- Strong demand and pricing, but a volatile stock whose gains depend on prices that could reverse.Mortgage Rates Hit Multi-Year High, Can Nike Be Saved?, Powering Data Center Demand 10/1/26 · Power Lunch · Oct 1
- Strong earnings beat but margins and buyback plans disappointed the market.11AM Hour: FTC Investigates AI Companies, Nike Earnings on Deck & Former Fed Vice Chair Alan Blinder 10/1/26 · Squawk on the Street · Oct 1
- Strong growth expected but valuation multiples may contract ahead of earnings.10AM Hour: Nvidia’s $150B Buyback, Mortgage Rate Outlook, Meta Pulls Back 9/28/26 · Squawk on the Street · Sep 28
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- Mirror used tactically on strong earnings momentum, but leveraged positions carry high risk.¿Cómo funcionan los espejos? Instrumentos Apalancados · Café y Finanzas - By Rancel Solutions · Sep 29
- Profit growth is very strong, but the stock trades cheaply on fears the memory cycle will turn.Burnham declares end of Thatcherism. Micron earnings on tap. · Saxo Market Call · Sep 30
- Shortage boosts pricing, but its Crucial consumer brand was discontinued and new fab output is years away.Rewind 15 – RAMmageddon Part 3: Why Software Is Now the Only Answer · RAMmageddon – DigitalWasteland · Oct 2
- Earnings due after the close next day; memory chip strength makes the result uncertain.Nasdaq, S&P 500 Hold Firm Ahead Of Inflation Report: SharkNinja, Advantest, ASE Technology In Focus · Stock Market Today With IBD · Sep 29
- Blowout earnings beat guidance, but the stock is up sharply this year and pricing is a concern.10-Year Yield Tap 24-Year Highs; MU Earnings, AMZN & CEG Deal Power AI Stocks · Schwab Network · Oct 1
- Strong AI-driven HBM demand, but the bar is so high that beating consensus may not spark a rally.Three questions for the Week Ahead! · 🇬🇧 Stay ahead of the markets with Swissquote · Sep 28
- Strong growth and contracts, but the stock is falling hard despite good fundamentals.CNBC Investing Club: Cramer’s Morning Take on Micron 10/1/26 · Squawk on the Street · Oct 1
Neutral 4
- Earnings due Wednesday; key AI inference memory supplier.Asymmetric risks in a busy week ahead · Saxo Market Call · Sep 28
- Recruiting at the Taiwan Tech Summit job fair; no investment view expressed.Taiwan tech news 2026/09/26-10/02 (+Taiwan's new main battle tank) · Taiwan Tech Update · Oct 3
- Heavy options flow around the 1050 and 1060 strikes after a 2.7 percent drop.The Hot Options Report: 09-28-2026 · The Options Insider Radio Network · Sep 29
- Mentioned as part of the AI-linked chip trade without a specific call.Uptober Begins?🚀Tom Lee Calls For $50k ETH Potential 🔥 · The Paul Barron Crypto Show · Oct 1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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