MU

Micron Says Go Big Or Go Home As It Ramps Up Capex Far More Than Peers (Archive, Full Access)

Micron’s AI memory bonanza is compelling, but aggressive capex keeps the rating at Hold.

Micron: Stellar Results, But Here's Why It's A Hold And Not A Buy (Archive)

Micron’s AI memory boom is stellar, but supply ceilings and rich valuation cap upside.

Micron: I Missed The Boat, And It Seems Too Far To Catch Up (Archive)

Micron’s HBM-led surge looks powerful, but rich valuations keep me sidelined for now.

Micron May Be At A Cyclical Peak (Archive)

Micron’s superior HBM3e and iPhone-driven DRAM growth clash with rich valuations and NAND headwinds.

Micron: Facing A Weak Memory Market And Relatively Overvalued Vs. Peers (Archive)

Micron still faces cyclical memory headwinds and trades at a rich valuation premium.

Micron Q1: Riddled With A Challenging Outlook (Archive)

Micron faces a cyclical NAND peak, weak guidance, and growing underperformance risks.

Micron Q1 Preview: Mixed Signals Going Into Earnings (Archive)

Micron’s DRAM strength contrasts with a weakening NAND outlook and stretched valuations.