Professional
Added to YB: 2026-07-07
Pitch date: 2026-05-30
MU [neutral]
Micron Technology, Inc.
-2.47%
current return
Author Info
No bio for this author
Company Info
Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally.
Market Cap
$1.1T
Pitch Price
$1.0K
Price Target
N/A
Dividend
0.06%
EV/EBITDA
15.76
P/E
22.02
EV/Sales
11.94
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
CDT Capital Management Portfolio Holding: Micron Technology, Inc.
MU (overview): Memory chipmaker up +240% YTD, trades 117x adj earnings, surpassed $1T cap at record pace. Reaping profits from HBM AI bottleneck, but skeptical on durability given historic boom-bust cycles. Now 9th largest S&P 500 holding—author likens to Cisco's dot-com mania peak.
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