Added to YB: 2026-07-14
Pitch date: 2026-07-10
MU [bullish]
Micron Technology, Inc.
+0.77%
current return
Author Info
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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
$929.00
Price Target
N/A
Dividend
0.06%
EV/EBITDA
15.83
P/E
22.10
EV/Sales
11.99
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Sustainable’s Substack | Portfolio Review (June ‘26) - Micron Technology, Inc.
MU (new position): Historically avoided memory as commodity/price-taker biz, but structural shift underway—long AI-driven build-out + replacement cycles. Tight oligopoly, no new capex, massive (temporary?) pricing power. Added mid-$700s; not core, testing thesis.
Read full article (1 min)