Company
Micron
- Episodes
- 30
- Share
- 3.0%
- Shows
- 27
- Net sentiment
- +0.61
Down from 3.4% of episodes in the weeks before; net sentiment was +0.62.
Bullish 20Mixed 5Neutral 2Bearish 3
3 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes that named it
Why each one was bullish, bearish or in between on Micron. Longest episodes first.
Bullish 20
- Record cash flow, sold-out capacity and rising partner count support upside.NVIDIA VS. MICRON, META MUSE: GAME CHANGER?, MIDTERM TRADES, & IS A MARKET CRASH COMING? · Market Mondays · Oct 6
- Cited as a high-bandwidth memory producer doing exceptionally well.The Strategy That Can Win When Stocks Crash · Money Tree Investing · Oct 9
- Record margins and guidance, with memory supply tight and customer deposits funding capacity.The Six Five Pod | EP 322: AI Writes Its Own Rules, Copilot Bills by the Task, and Memory Names Its Price · The Six Five with Patrick Moorhead and Daniel Newman · Oct 5
- Pabrai's preferred memory pick given its good governance and focus.Mohnish Pabrai's Interview with Knowledge Inside podcast on August 19, 2026 - Episode 1 · Chai with Pabrai · Oct 5
- Cup with handle pattern and strong fundamentals, still holding up.Indexes Finish On A Positive Note; Datadog, Snowflake, Dell In Focus · Stock Market Today With IBD · Oct 9
- Reporting shows semiconductor memory demand remains intact.Is OpenAI's Agent Breach a Rogue AI Problem or a Basic Security Failure? · Bits + Bips · Oct 6
Show 14 moreShow fewer
- Analyst sees AI memory demand and buybacks justifying a far higher valuation multiple.11AM Hour: Goldman Sachs Chief U.S. Equity Strategist, Midterm Elections Impact on the Market & Micron to $3,000? 10/8/26 · Squawk on the Street · Oct 8
- Says memory supply will be even tighter in 2027 and 2028 than in 2026.Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon · Monetary Matters with Jack Farley · Oct 8
- Cited as an example of a stock that broke above its 200-day average and then rallied with the AI theme.Bitcoin Is the Toll Collector of the AI Economy | Jordi Visser · The Pomp Podcast · Oct 10
- Analyst raised price target to $3,000 on expected strong memory demand and DRAM pricing.Tech’s Record Rally, Assessing Amazon’s Valuation, Global Energy Uncertainty 10/7/26 · Power Lunch · Oct 7
- Memory demand expected to exceed supply into 2028; stock looks cheap on normalized earnings.Stocks Hit Record Highs: Your Next Move 10/6/26 · Halftime Report · Oct 6
- Strong visibility and pricing power in memory, though the stock is up sharply and volatile.The State of the AI Trade 10/9/26 · Halftime Report · Oct 9
- Reported stellar earnings, supporting the memory stock re-rating.Why The S&P Just Hit A Record High — Despite Soaring Yields · Prof G Markets · Oct 7
- Strong AI memory demand with fourth quarter revenue above $54 billion and large remaining obligations.The Price of Speed: Who Pays for the AI Boom? · The AI Supercycle · Oct 8
- Low P/E, heavy free cash flow and a likely buyback announcement on December 9.3 reasons Nvidia and AMD stocks can't stop climbing · Sozzi Unleashed · Oct 5
- DA Davidson sees near triple upside tied to HBM supply contracts and a buyback catalyst.My Daily AI & Markets Briefing — Saturday, October 10, 2026 · My Daily AI & Markets Briefing · Oct 10
- Generating more operating profit than Apple, suggesting AI valuations are not dot-com style.Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells · Motley Fool Hidden Gems Investing · Oct 7
- Companies moving data quickly for AI could benefit.Strategy Sunday: XRP, AI & the Machine Economy: Who Powers the Next Wealth Boom? · Strategy Sunday w/Armando Pantoja · Oct 5
- Named among memory players expected to show strong growth and high margins.Ways AI Data Center Capacity Will Reach 90GW by 2027 & How AMD, WDC Benefit · Schwab Network · Oct 8
- Committed $50 million to the Genesis Mission consortium.Fact Sheet: Trump Administration Announces the Most Ambitious Set of Science Initiatives This Century · The White House In Audio · Oct 9
Bearish 3
- Record margins may be cyclical, with a possible glut and sharp revenue decline ahead.Episode 27: Brian Stoffel on Antifragile Portfolios in a Chaotic World · Shooting the Bull With Drowsy and Bear · Oct 11
- Host detected early signs of memory-cycle deceleration at the company.Stocks, Gold & Bitcoin Could Rally. Did OpenAI Light the Fuse? · The Market Notebook | Market analysis with Nico de Bony · Oct 11
- Fell about $6.84 and the upside call strikes expired worthless.The Hot Options Report: 10-09-2026 · The Options Insider Radio Network · Oct 9
Mixed 5
- Strong quarter and guidance, but stock flat and debate on memory cycle durability.Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook · The Circuit · Oct 5
- Record earnings and margins, but a cyclical peak risk and heavy capex weigh on the outlook.Big Canadian Deals, Micron’s AI Boom & Nike Continues to Struggle · The Canadian Investor · Oct 8
- Strong earnings and planned buybacks are offset by a stock that has not rallied with results.The AI Boom Is Splitting in Two - SpaceX, Micron and the New Winners · Milk Road Stocks · Oct 7
- Memory stock with very large gains this year, highlighting a volatile memory cycle.Systems Rewritten: AI · The Next Five · Oct 6
- Memory supplier benefiting from AI demand while smartphone volumes weaken.Apple Is Gaining an Unexpected Edge From the AI Boom (Ft. Nabila Popal) · The Rundown · Oct 5
Neutral 2
- Rallied about 4% with heavy call activity, but far out-of-the-money calls expired worthless.The Hot Options Report: 10-07-2026 · The Options Insider Radio Network · Oct 8
- Little movement on the day with heavy back-and-forth option flow.The Hot Options Report: 10-05-2026 · The Options Insider Radio Network · Oct 6
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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