Stocks · Coverage Archive
$MU
920.95 ▼ 6.99%
Every Regards of Wallstreet article on $MU, newest first — 6 stories and counting.
2026-07-21 · 6 min read
Micron (MU) Stock Jumps 10%: Why UBS's $1,625 Target and the HBM Sellout Reignited the Memory Trade
Micron stock jumped about 10% as UBS set a $1,625 target and raised its HBM price call to +50%. Why MU rallied on July 21, 2026, and the levels that matter now.
2026-07-16 · 4 min read
Marking Our Memory Thesis to Market: $900 Broke, China Showed Up, Here's the Updated Call
We called MU $900 the line and SK Hynix earnings the test. MU broke $900 today on CXMT's IPO and the SKHY ADR fell 8%. An honest mark-to-market of the memory supercycle thesis and the KOSPI dip call, with updated levels.
2026-07-16 · 4 min read
MU Broke $900. China's CXMT Is the Reason, and It's Not Going Away
Micron fell 8% to $903 and tagged the $900 line after China's CXMT announced an $8.5 billion IPO to scale DRAM production. What CXMT actually threatens, what it can't touch, and the new MU levels.
2026-07-13 · 4 min read
The KOSPI Just Crashed 9% and Took Every Memory Stock With It
South Korea's KOSPI fell 8.95% on July 13, triggering a circuit breaker as SK Hynix dropped 15.4% in its worst day ever. Why the Korean market crashed and what it means for MU, SNDK and US memory stocks.
2026-07-12 · 4 min read
MU Crashed 22% After Record Earnings. Here's Who's Actually Selling
Micron (MU) beat earnings by 18.6%, raised guidance, and then dropped 22% from its highs. Here's why MU stock is down, what SK Hynix's IPO has to do with it, and the trade from here.
2026-02-18 · 2 min read
MU: Memory Bulls Back From the Dead (Week +14.5%, Month +17.8%)
Micron ripped this week and the chart is flirting with a fresh breakout. Quick read on what moved it, what the market is pricing, and where the next fight is.
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