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Micron MU

Live quote

778.31 -2.5%

2026-11-13 22:30 UTC · Yahoo Finance · +304% off the 52-week low · -38% off the high

Investment case

The HBM/DRAM mainline — direct beneficiary of capacity booked out to 2027-28.

Size / market cap

FY26Q3 revenue $41.5B in a single quarter (16% ahead of consensus), net income $28.2B (+12x).

Scarcity / moat

The only US-domiciled DRAM/HBM major — geopolitical scarcity.

Competition

SKHY (~60% HBM share, now trading alongside) and Samsung.

Risk

An 84.9% gross margin is itself a cycle-top characteristic, not a strength.

How this name is traded here

Entry zones, stop lines and sizing are documented as research rules; alerts fire when price crosses them — see the eight-layer method and the red-team desk where every open call carries survival odds. Past calls, hits and misses alike: public track record.

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Same theme: SanDisk · Western Digital · SK hynix ADR

Research framework, not investment advice. Specific levels, stops and sizing are Pro content.