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re: Micron Technology Inc (MU)

Posted on 7/1/26 at 11:34 am to
Posted by Double Oh
Louisiana
Member since Sep 2008
24747 posts
Posted on 7/1/26 at 11:34 am to
Any news on why MU is down 100 pts today?
Posted by Sabans straw hat
Member since May 2022
1169 posts
Posted on 7/7/26 at 4:14 am to
Bump.

This one has continued to fall after crushing earnings
Posted by supadave3
Houston, TX
Member since Dec 2005
32500 posts
Posted on 7/7/26 at 6:02 am to
It’s weighing down DRAM the last month. Hopefully just a hiccup.
Posted by Upperdecker
St. George, LA
Member since Nov 2014
34019 posts
Posted on 7/7/26 at 6:39 am to
Just needs some consolidation time IMO. It rose extremely fast
Posted by Double Oh
Louisiana
Member since Sep 2008
24747 posts
Posted on 7/7/26 at 8:07 am to
quote:


Bump.

This one has continued to fall after crushing earnings



Yep anyone know why?
Posted by jellyfish
Oxford, MS
Member since Oct 2009
2172 posts
Posted on 7/7/26 at 7:05 pm to
Majority of the semiconductor sector has been selling off since last week. A lot of profit taking. We sold the majority of our MU and San after earnings but I got back in a tad too early it looks like.
This post was edited on 7/7/26 at 7:08 pm
Posted by UltimaParadox
North Carolina
Member since Nov 2008
53146 posts
Posted on 7/7/26 at 7:17 pm to
quote:

Yep anyone know why?


Would think that meta selling excess compute makes everyone nervous that capex will be reduced. Both them and spaceX having excess compute sort of running counter to the idea that we are severely limited
Posted by NoMercy
Member since Feb 2007
4819 posts
Posted on 7/8/26 at 9:55 pm to
Meta just announced it’s building another $10B data center in Canada. I’m not sure they even have that extra capacity to sell. They may have just meant to state it will be a policy. Amazon just went to raise another $25B this week. Apple just signed a $30B deal with Broadcom for chips. This AI stuff has not shown signs of a slow down yet outside of people spouting stuff out their asses. This just seems like the same 30% correction we saw after MUs previous monster earnings.
Posted by Double Oh
Louisiana
Member since Sep 2008
24747 posts
Posted on 7/16/26 at 9:26 am to
Well shite MU can you please stop enough is enough
Posted by j1897
Member since Nov 2011
5048 posts
Posted on 7/16/26 at 9:52 am to
quote:

Any news on why MU is down 100 pts today?


China is entering the market, they will outproduce Korea in 2 years. This trade will crash down in 29 or 30. Are people pricing that far ahead??? Seems unlikely to me.
Posted by NoMercy
Member since Feb 2007
4819 posts
Posted on 7/16/26 at 1:03 pm to
I don’t think that’s driving this. It’s just Wall Street being Wall Street. I mean look at all the AI plays taking hits that are even bigger and nothing has changed strategically. Cap ex is still growing by the hyper scalers. China crap memory or chips is not why companies like a NBIS is going to crash too. It’s all Wall Street games.
Posted by LSUSLU106
Member since Mar 2015
738 posts
Posted on 7/16/26 at 1:39 pm to
I jumped in today on MU think it’s a decent buy at this point.
Posted by Double Oh
Louisiana
Member since Sep 2008
24747 posts
Posted on 7/23/26 at 12:54 pm to
Nasdaq down -550 yet Micron up $37 so what gives?

Any news on Micron today?
Posted by Double Oh
Louisiana
Member since Sep 2008
24747 posts
Posted on 7/28/26 at 6:06 pm to
what in the fuk is going on with this stock??

Down $79 today and down $33 after hours
Posted by TheOcean
#honeyfriedchicken
Member since Aug 2004
46855 posts
Posted on 7/28/26 at 6:11 pm to
SK missed earnings
Posted by bayoubengals88
LA
Member since Sep 2007
26170 posts
Posted on 7/28/26 at 7:02 pm to
MU $840s in overnight
Posted by Double Oh
Louisiana
Member since Sep 2008
24747 posts
Posted on 7/28/26 at 10:12 pm to
quote:

MU $840s in overnight




$790's
Posted by jizzle6609
Houston
Member since Jul 2009
21519 posts
Posted on 7/28/26 at 11:21 pm to
$760. Yikes.
Posted by cgrand
HAMMOND
Member since Oct 2009
51246 posts
Posted on 7/28/26 at 11:21 pm to
below 760 and dropping like a rock. Crazy
Posted by jefforize
Member since Feb 2008
46440 posts
Posted on 7/29/26 at 6:18 am to
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