Held by
1
portfolio on TandT
Bookmarked by
0
users
Avg position size
9.0%
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 |
| 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 | 5.8× | 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
| $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
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.
MRNA
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LITE
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1 co-holder · 100% overlap
SRPT
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1 co-holder · 100% overlap
Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding MU.
$MU https://invezz.com/en-ae/news/2026/07/31/micron-stock-gets-a-tim-cook-catalyst-as-apple-faces-a-100-year-memory-crunch/
View on StockTwits ↗$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 ↗The market is DIRTY, MANIPULATED and DEPRAVED. It’s literally a JUNGLE where animals DEVOUR each other alive and only the KING survives. Lots of AI longs have been reeling from the brutal AI trade selloff and that might have just been part of the plan all along. Citadel (Ken Griffin) foments rate hike fears, crashes the AI trade, specifically for the purpose of targeting Leopold Aschenbrenner’s 4X leveraged Situational Awareness fund, forcing him to liquidate when margin called. https://x.com/stocksavvyshay/status/2082864698404548642 https://www.instagram.com/reel/DbbrVqhyH0M $NBIS $SNDK $BE $CRWV $MU @AlphaBull_10M
View on StockTwits ↗$MU it doesn't matter what Tom, Jerry or Burry did. Follow the fundamentals and narratives from other companies.
View on StockTwits ↗$MU today $1000 ...Burry will be grilled today
View on StockTwits ↗$MU pre market $902.4233 +27.7633 +3.17% Jul 31, 2026 4:41 AM ET
View on StockTwits ↗$MU Innings one of AI, Agentic AI needs ten times the memory as LLM’s, Cap Ex going up, shortages in memory go way past 2028, Memory prices still going up, and your dumb ass is selling this is 3.5 times 2028 earnings?
View on StockTwits ↗$LULU Michael burry just added more lulu at $118, he stated it is now a FULL position $SNDK $MU $SKHY $ADBE
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.