Ticker archive
What was said about Micron Technology
This is the TubeRank file on MU. Price calls from finance YouTube are kept here with the original quote, then checked against the market once their window closes. Read it the way you would a research notebook.
MUMicron Technology
$1,096.16as of 10h ago
The record, in brief
12 calls from 3 channels are on file for MU. None have resolved yet, so there is no hit rate to report. 4 are still pending. The record leans bullish: 10 bullish and 2 bearish.
- On file
- 12
- Hit rate
- —
- Pending
- 4
- Channels
- 3
recorded calls
nothing resolved yet
awaiting a result
10 bullish · 2 bearish
Targets against the price
Each dot is a call with a target and a video date, drawn against the recorded price. Open one for the quote and how it resolved.
- pending
- unverifiable
Left off the chart: 8 without a target or a video date and 1 with a horizon longer than a year. They remain in the list below.
Calls, by channel
Grouped by who said it. The latest thesis is written out; open a channel for the calls we kept, newest first.
Jo Bhakdi9 callsBullishJoe calls Micron 'completely undervalued' amid a broader semiconductor rally, though he does not give a specific price target or timeframe.
Joe calls Micron 'completely undervalued' amid a broader semiconductor rally, though he does not give a specific price target or timeframe.
Earlier theses (4)
Asked how a pause on AI development would affect his Micron position, the host suggested Micron would see a short-term crash from market panic but would remain fine longer-term due to continued massive inference compute buildout. He views Micron as less exposed than Nvidia to any AI-pacing fallout.
Joe groups Micron with the broader memory/semiconductor space that he expects the market to overreact against once fears of an AI training buildout halt spread, likely by around 2028. He separately notes Micron dropped on news of an Intel-funded RAM manufacturing venture that he views skeptically.
Jo argues Micron is irrationally oversold given its earnings trajectory, calling it a 'screaming buy' and 'generational buying opportunity' despite a brutal short-term selloff with no fundamental justification. He notes the stock trades at a very low forward P/E despite projected massive earnings growth through 2029.
Joe views Micron's sell-off as irrational given surging DRAM/HBM demand that is expected to outstrip supply well into 2028, and believes the stock trades at an absurdly cheap valuation relative to its earnings power. He holds Micron as his biggest personal position and plans to keep it through upcoming Fed and earnings catalysts.
“Micron is now back to $1,043. still completely undervalued of course.”
“Micron will crash shortterm because the market panics but we still have massive inference compute build out.”
“They will overreact on the memory stocks and they will say, "Oh my god, the buildouts will stop."”
“So this is just a screaming buy if you ask me.”
“Of course, once this whole thing stops, this goes back up to 900 probably in one day, but you don't know when that is.”
“But, of course, if this doesn't recover by Friday at least to 800, I wrote it now back down.”
“I'm holding my by I think Micron's is just absolutely ridiculously low here”
“the earnings will go up massively next year guaranteed”
“I told you yesterday I need this thing to be above 850 to make money this week.”
Randy Kirk2 callsMixedMicron is framed as a key supplier of high-bandwidth memory in the AI compute chain, benefiting from strong order backlogs stretching to 2027-2029, but the hosts caution against full conviction given the stock's 40% pullback and general hardware-sector uncertainty.
Micron is framed as a key supplier of high-bandwidth memory in the AI compute chain, benefiting from strong order backlogs stretching to 2027-2029, but the hosts caution against full conviction given the stock's 40% pullback and general hardware-sector uncertainty.
Earlier thesis (1)
Discussing the wild volatility tied to a hedge fund liquidation and Korean market gyrations, the guest argued that memory stocks, including Micron, remain fundamentally undervalued despite the recent margin-driven selloff. He attributed the sharp drawdown to leverage and margin calls rather than deteriorating fundamentals.
Michael Tyler1 callMixedThe host reacts to a bullish Bank of America note projecting a path to $236 EPS by 2030 for Micron, but pushes back, arguing the implied earnings growth rate is not particularly impressive and that without multiple expansion the stock's upside is limited. He remains skeptical that the current pricing-driven memory boom is sustainable long-term.
The host reacts to a bullish Bank of America note projecting a path to $236 EPS by 2030 for Micron, but pushes back, arguing the implied earnings growth rate is not particularly impressive and that without multiple expansion the stock's upside is limited. He remains skeptical that the current pricing-driven memory boom is sustainable long-term.