Added to YB: 2026-07-14
Pitch date: 2026-07-10
MU [bullish]
Micron Technology, Inc.
+0.24%
current return
Author Info
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Company Info
Micron Technology, Inc. engages in the provision of semiconductor memory and storage products in the United States, Taiwan, Mainland China, other Asia Pacific countries, Japan, Europe, and internationally.
Market Cap
$1.1T
Pitch Price
$929.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.28
P/E
12.82
EV/Sales
7.58
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Sustainable’s Substack | Portfolio Review (June ‘26) - Micron Technology, Inc.
MU (new position): Historically avoided memory as commodity/price-taker biz, but structural shift underway—long AI-driven build-out + replacement cycles. Tight oligopoly, no new capex, massive (temporary?) pricing power. Added mid-$700s; not core, testing thesis.
Read full article (1 min)