Valuation
+4
Oct 1, 2026
•
3 min read
Revenue up 256%, operating margin at 76%, P/CF ratio of 6.8. Micron delivered again. Why I still see MU stock as a trade, not an investment.
Semiconductors
+6
Jun 26, 2026
2 min read
Micron Technology delivered this week: record quarterly results and what looks like a genuine shift in its business model. And yet I'm sitting on the sidelines. I'm starting to wonder whether the AI boom is showing its first cracks.
