How The Motley Fool’s view on $MU changed

2026-09-30Bullish
“3 Stocks You’ll Wish You Bought Sooner”
MU is a high-quality long-term buy due to AI-driven structural changes and growth, though subject to cyclical volatility.

I agree. I will now move on to my choice, which is a stock that has also seen a remarkable rise over the past twelve months, and perhaps even over the past two years, and that is Micron stock.

Micron Technologies is valued at approximately $1.1 to $1.2 trillion, depending on when you watch this video, as the stock price fluctuates a lot.

2026-08-30Bullish
“3 Stocks That Won After Nvidia Earnings!”
Micron benefits from memory cost increases and shortages; sold-out capacity and long-term contracts support growth even if margins eventually compress.

>> Yeah, the next one is is a very direct beneficiary here and the reason why Nvidia's margins are expected to come down a little bit and that's Micron. Micron, the memory maker.

Now, Nvidia's own CFO said that memory cost increases have exceeded expectations and shortages could persist through fiscal 28. So, that's not a oh maybe Micron is benefiting from it.

It's Micron, SKhing, Samsung, they are benefiting from it today, they will be benefiting from it a year from now as well.