$MU
1,029.00 ▼ 0.66% At the close
Every Regards of Wallstreet article on $MU, newest first — 10 stories and counting.
2026-08-12 · 7 min read
Mag 7 Slides, Memory Rips: The AI Trade Splits in Two
Six of the Magnificent Seven fell while Micron, SanDisk and SK Hynix rose 7% and CoreWeave jumped 19%. What split the AI trade in two on August 12.
2026-08-10 · 2 min read
Is Micron a Buy Under $900? The CXMT Fear Is Now 30% of the Price
Is Micron a buy under $900? MU trades at $877, about 30% below its $1,255 high, while the analyst average sits near $1,502. Yes: the China DRAM fear is real and now generously priced.
2026-08-03 · 13 min read
Was Last Week's Memory Rally a Dead Cat Bounce? Half of It Was
Memory rallied for one US session and one Korean session, then gave back a third of it. Whether the July 30 bounce was a dead cat, what genuinely changed, and how to size memory stocks now.
2026-08-03 · 14 min read
Why Is Micron (MU) Stock Down Today? Korea Gave Back a Third of Its Record Day Overnight
Micron fell about 3% premarket on August 3 2026 to roughly $801 after Seoul's KOSPI dropped 5.12% and SK Hynix fell 7.92%. The overnight catalyst, the Apple problem nobody has priced, and the trade.
2026-07-29 · 10 min read
DRAM Is Up 89% in a Quarter. Which Stocks Get Hit Next by Memory Costs?
LPDDR5X prices rose 89% in Q2 2026. Qualcomm and Microsoft have already put memory costs on their statements. Who reports it next, who passes it on, and who is immune.
2026-07-28 · 10 min read
Why Is Everything Crashing? MU, SNDK and SPCX Got Wrecked on July 28 and the Index Barely Moved
Why is everything crashing? July 28 2026: the Kospi fell 10.8%, MU dropped 6.7% and SNDK 7.3% premarket, yet the S&P 500 lost only 0.38%. The catalyst, and the options plays that fit it.
2026-07-16 · 12 min read
Marking Our Memory Thesis to Market: $900 Broke, China Showed Up, Here's the Updated Call
Marking the memory supercycle thesis to market. MU broke $900 on CXMT's IPO, and SanDisk's Q4 print confirmed the NAND leg at an 84.6% gross margin while its guide missed consensus.
2026-07-16 · 9 min read
MU Broke $900. China's CXMT Is the Reason, and It's Not Going Away
Micron broke $900 on July 15 as China's CXMT priced an $8.55 billion IPO. Updated Aug 4: 466% debut, the $840 tag, the failed SK Hynix test, and the rebound.
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.
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