Company
Micron
- Episodes
- 37
- Share
- 3.6%
- Shows
- 28
- Net sentiment
- −0.18
Up from 3.3% of episodes in the weeks before; net sentiment was +0.62.
Bullish 7Mixed 14Neutral 3Bearish 13
4 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes that named it
Why each one was bullish, bearish or in between on Micron. Longest episodes first.
Bullish 7
- Record quarter with guidance for higher revenue as AI drives memory demand.Why Stocks Keep Setting Records While Rates Rise, Plus New Tax Breaks for Seniors Over 65 · Money Matters with Dean Greenberg · Oct 12
- HBM demand tied to AI accelerators is seen as structurally tight and not cyclical.CoreWeave Bonds Hit 14.5%. ASML Still Can't Build Enough Machines. | Ep 60 · Futurum Equities Podcast · Oct 16
- Cited as having very high profit margins that let it absorb higher borrowing costs.The Bond Market Is About To Force Europe Into Shutdown | Nik Bhatia and James Seyffart · Rob Wallace | Bitcoin News · Oct 12
- Memory stock trading cheaply with strong profits despite market skepticism about pricing power.We Analyzed 6 AI Sectors - Only 3 Look Like HUGE Opportunities · Milk Road Stocks · Oct 13
- Cited as a preferred chip name with strong upside as the AI cycle continues.Elon Musk Spent $366M On The Midterms — Will It Work? · Prof G Markets · Oct 14
- Investing $24 billion in a Singapore memory chip plant with round-the-clock construction.Is Singapore now a key link in AI supply chain? · Tech Latest · Oct 12
Bearish 13
- Sharp selloff broke key levels as tech rotation accelerated.Uncrowding | Christian Fromhertz, TTG | Jonathan Corpina, Meridian | Oct 13, 2026 · PreMarket Prep · Oct 13
- Memory group weakness and an inside day despite prior setup suggest downside risk.Market Expectation Breaker; Apple, Eli Lilly, Cheesecake Factory In Focus | Stock Market Today · Stock Market Today With IBD · Oct 16
- Strong numbers failed to lift the stock, and chart looks weakest in the AI basket.AI Trade Selloff, Blur Shuts Down, and Is Crypto Next? · Full Port · Oct 13
- Memory stocks hit by cyclicality concerns and sentiment shifts.10AM Hour: AI Trade Comes Under Fire, Bending Spoons CEO on Berkshire Investment, New Anthropic Revenue Numbers 10/15/26 · Squawk on the Street · Oct 15
- Shares have failed to move past prior highs, cited as an example of a weak setup.High Bar for Q3 Earnings? The Investment Committee Debates 10/12/26 · Halftime Report · Oct 12
- Stock slumped five percent after nearing highs, with mixed options flows suggesting a near-term low.Closing Bell 10/13/26 · Closing Bell · Oct 13
Show 7 moreShow fewer
- Strong earnings without a rally is viewed as a possible sign of institutional selling.S&P 500 to 8,000? A Brutal Market Reversal Ahead | Gareth Soloway · Wealthion · Oct 12
- Hit by selloff in chip stocks after Chinese memory competition news.JPMorgan CEO Jamie Dimon has his eye on global deficits · Sozzi Unleashed · Oct 13
- Stock fell over 4% and options traders were paying up for puts.The Hot Options Report: 10-14-2026 · The Options Insider Radio Network · Oct 14
- Shares dropped about 8% on heavy options volume.The Hot Options Report: 10-12-2026 · The Options Insider Radio Network · Oct 13
- Shares fell over 5% to about $879, erasing recent gains.The Hot Options Report: 10-16-2026 · The Options Insider Radio Network · Oct 16
- Shares sold off on competitive threat from Chinese memory maker CXMT.Bank Earnings Get Mixed Reviews, Meta Wants You to Pay for Smarter AI · The Rundown · Oct 13
- Shares fell 10-20% on Chinese memory competition fears after large prior gains.MU, ASML & TSM: AI Demand Remains Strong Despite the Selloff · Schwab Network · Oct 14
Mixed 14
- Cheap on earnings near a likely cyclical peak, so value may be a trap.The AI Bubble Will Pop from Equity Supply Says This $80 Billion Asset Manager | Ben Inker | GMO · Monetary Matters with Jack Farley · Oct 14
- Strong earnings and reasonable multiple, but a Chinese competitor threatens pricing.Anthropic's Revenue Raises Doubts Over Its IPO Valuation · The Modern Market Show · Oct 15
- Strong earnings growth and cheap multiples, but position trimmed on peak-earnings concerns.Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLC · Monetary Matters with Jack Farley · Oct 12
- Strong long-run returns but the position is being trimmed as valuation exceeds rebuild cost.How to Profit When Cycles Turn – Django Davidson on Capital Cycle Investing · The Master Investor Podcast with Wilfred Frost · Oct 13
- Shares fell on competitive worries from China's CXMT, yet it drives large expected earnings growth.Power Lunch 10/12/26 · Power Lunch · Oct 12
- Hit by China DRAM news, though hosts remain heavily positioned and see potential buying opportunity.AI Stocks Are Crashing… So Why Is Demand SOLD OUT Until 2029? · Milk Road Stocks · Oct 14
Show 8 moreShow fewer
- Long-term contracts support it, but it is chained to SK Hynix's selloff.Mad Money w/ Jim Cramer 10/13/26 · Mad Money w/ Jim Cramer · Oct 13
- Trades near six times earnings despite strong demand, but faces China competition and memory-cycle worries.Tech Takes a Breather; Dyna’s “Taku” Robot Visits the Set 10/13/26 · Closing Bell · Oct 13
- Seen as the best memory play by some, but pressured by Chinese memory competition fears.Drama in DRAM Memory ETF… And Trading Apple & Others At Record Highs… 10/13/26 · CNBC's "Fast Money" · Oct 13
- Memory pricing momentum is slowing, pressuring shares.Bank Earnings Kickoff, Tech Fueling Rally, Sarat Sethi Guest Host 10/13/26 · Power Lunch · Oct 13
- Strong recent earnings from memory pricing, though memory has historically been cyclical.Top Quant: Stocks to BUY before the AI bubble POPS · Full Signal · Oct 15
- Mentioned as a heavily sold equity where credit put spreads were sold as a contrarian bet.TWIFO 518: Clash of the Titans: Crude vs. Gold vs Equities · The Options Insider Radio Network · Oct 15
- Looks cheap on forward earnings, but hosts doubt peak earnings are sustainable given cyclicality.MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast · The Acquirers Podcast · Oct 17
- Long-term contracts and shortage outlook are positive, but China competition is a risk.NYC Invests in Quantum Facility, Nexus Pro+ Unleashes AI Firewall, Discord RAT Victim Data Stolen, Musk Debates China Chip Race, and more... · Tech News Daily · Oct 16
Neutral 3
- Trading range-bound near 1,000 with no clear breakout in the host's chart comparison.KOSPI Sell-Off - Can China's Memory Push Squeeze Profits? · The Modern Market Show · Oct 13
- Now sits in value indexes after strong earnings lowered its valuation multiples.How Do You Hedge a Concentrated Stock Market? · Ask The Compound · Oct 14
- Named as a partner in the Epic Center research collaboration.Applied Materials’ $5 billion AI lab aims to cut chip development time in hal... · Skyler's Money Matters · Oct 13
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.
Briefs like this, for everything you follow.
Ethmos puts research agents on your coverage universe — every debate that touches your names, every executive appearance you'd have missed — and files briefs every morning.
Start free14-day free trial