How Meet Kevin’s view on $MU changed

Channel profile →This channel has 4 credited speakers: Adam Jonas, Goldman Sachs, Mark Mahaney, Wells Fargo4 entries
2026-10-01Bearish
“The Morning After Micron, Jobs Tomorrow, Iran LACKS Progress.”
MU has reservations; terminal growth rate expected to stay negative due to DRAM price compression outweighs low PEG valuation.

Oh man, it is the morning after Micron earnings. Of course, it's got to be the top of the bottom. And the question now is what are people going to do with it?

Oh, Micron going green is so important. Oh, that's great. Micron going green is is uh very good. You did not want a giant red candlestick on this. It's still a little early, but first four minutes, that's good. I like to see that.

Direction flip
2026-09-21Bullish
“SKYROCKETING STOCK MARKET: Meta, AMD, Agentic Compute & IRAN ?!?!?!”
Bullish for MU due to sold-out HBM capacity across major DRAM makers, though commodity pricing may peak by end of 2027.

The cues have smashed through my 735 line. We took like the shortest breather at my line just so me Kevin could say, "We hung out at my line." That's it. It was just long enough to say, "We hung out at Kevin's line. We respected the line, but peace."

which is actually bullish for high bandwidth memory like your skinex's or your micron

Direction flip
2026-08-26Bearish
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2026-08-24
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