Held by
1
portfolio on TandT
Bookmarked by
0
users
Avg position size
9.1%
of holders' portfolios
13F filers
4
institutions
Market cap
$987.8B
1,129M shares
52-week range
$103.38 – $1,255.00
70% from low
Sector
SEMICONDUCTORS & RELATED DEVICES
Exchange
NASDAQ
CS
Micron is one of the largest semiconductor companies in the world, specializing in memory and storage chips. Its primary revenue stream comes from dynamic random access memory, or DRAM, and it also has minority exposure to not-and or NAND, flash chips. Micron serves a global customer base, selling chips into data centers, mobile phones, consumer electronics, and industrial and automotive applications. The firm is vertically integrated.
www.micron.com| Trader / Portfolio | Conviction |
|---|---|
| July PortfolioShkreli | Mild9% |
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 2,162,986 | $730.7M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-07-06 | $0.1500 | 2026-07-21 |
| 2026-03-30 | $0.1500 | 2026-04-15 |
| 2025-12-29 | $0.1150 | 2026-01-14 |
| 2025-10-03 | $0.1150 | 2025-10-21 |
| 2025-07-07 | $0.1150 | 2025-07-22 |
| 2025-03-31 | $0.1150 | 2025-04-15 |
| 2024-12-30 | $0.1150 | 2025-01-15 |
| 2024-10-07 | $0.1150 | 2024-10-23 |
| 2024-07-08 | $0.1150 | 2024-07-23 |
| 2024-03-28 | $0.1150 | 2024-04-16 |
| 1,665,000 |
| $562.5M |
| Bridgewater Associatesas of 2026-03-31 | 1,475,704 | $498.6M |
| Third Point LLCas of 2024-06-30 | 275,000 | $36.1M |
| 2023-12-29 | $0.1150 | 2024-01-18 |
| 2023-10-06 | $0.1150 | 2023-10-25 |
| Execution date | Ratio |
|---|---|
| 2000-05-02 | 2-for-1 |
| 1995-05-23 | 2-for-1 |
| 1994-04-19 | 5-for-2 |
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $129.4B | +248.0% | $73.22 | $72.14–$79.48 | 12.4× | 22 |
| 2027 | $249.5B | +92.8% | $154.67 | $129.31–$216.83 | 5.9× | 23 |
| 2028 | $278.1B | +11.4% | $166.95 | $82.33–$200.93 | 5.4× | 12 |
| 2029 | $344.8B | +24.0% | $184.98 | $103.99–$227.67 | 4.9× | 5 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-06-24 | $20.98 | $25.11 | +19.7% |
| 2026-03-18 | $9.19 | $12.20 | +32.8% |
| 2025-12-17 | $3.96 | $4.78 | +20.7% |
| 2025-09-23 | $2.86 | $3.03 | +5.9% |
| 2025-06-25 | $1.60 | $1.91 | +19.4% |
| 2025-03-20 | $1.43 | $1.56 | +9.1% |
| 2024-12-18 | $1.75 | $1.79 | +2.3% |
| 2024-09-25 | $1.12 |
| $1.18 |
| +5.4% |
| $447.6B |
| — |
| IBMInternational Business Machines Corporation | $221.74 | -2.08% | $208.9B | — |
| KLACKLA Corporation | $180.33 | +5.96% | $235.6B | — |
Source: Financial Modeling Prep · peers by sector/industry
$MU looking for 940-950 close. If we hit 968 ( I think it will be a stretch considering the yesterday move) 1000 will be the next target.
View on StockTwits ↗$MU $NVDA $SOXX Fake news keep bullshitting bear bots. His disclosure was before when this noise news came out not yesterday or day before yesterday or even Monday. I have no idea why the fake news bots are posting this. Probably scared of Nvidia’s upside.
View on StockTwits ↗$MU Burry’s $933 short wall is about to get absolutely incinerated! 🐻🔥Look at the naked facts, bears! You keep screaming "cyclical dot-com bubble" while the Magnificent 7 are slapping you in the face with historical reality. The M7 Capex Proof: Microsoft, Google, Meta, and Amazon (AWS Cloud revenue up +36.7%!) are throwing hundreds of billions into AI infrastructure. This is NOT a bubble; it is massive, highly profitable, and forced physical demand for hardware.The Asian Hammer: SK Hynix just printed a historic record operating profit, exploding +250% QoQ on HBM demand, locking their stock limit-up (+30%). Samsung’s HBM3E is officially mass-ramping. The global chip capacity is completely sold out through 2026/2027! We just smashed the $912 pre-market with massive institutional volume over 1.48M shares. We are literally close to your short position Michael. Get ready to squeeze the bears out of existence! 🚀💾 #MU #ShortSqueeze
View on StockTwits ↗$MU open $950 lets goooo give us $1000 back before the weekend
View on StockTwits ↗$MU what I don't like is where oil is and war headlines. Else nothing worries for now.
View on StockTwits ↗$MU $NVDA $SOXX that’s incorrect, he didn’t add any position yesterday or day before yesterday. It’s fake news. I have seen the filings.
View on StockTwits ↗$MU $SOXX $NVDA https://finance.yahoo.com/markets/stocks/articles/michael-burry-adds-nvda-mu-213856035.html
View on StockTwits ↗$SKHY what a dramatic day! SK Hynix was soaring +28% in Korea today 🚀 Kospi index +17.91%! Ha ha ha🤑 $EWY $KORU $MU
View on StockTwits ↗$MU https://invezz.com/en-ae/news/2026/07/31/micron-stock-gets-a-tim-cook-catalyst-as-apple-faces-a-100-year-memory-crunch/
View on StockTwits ↗$AAPL $BE $MU $SNDK $SPY markets have absolutely no shame. So easy to read and call out. Aapl was completely used for one purpose.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
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Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding MU.