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Micron: The Boom And Bust Memory Cycle Could Finally Be Dead (NASDAQ:MU) - Seeking Alpha
2 ore în urmă
3 minute min
Andrei Miroslavescu
Stock IdeasLong IdeasTech Micron: The Boom And Bust Memory Cycle Could Finally Be DeadJul 28, 2026, 11:30 AM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA Stock83 Comments5 LikesSteven Fiorillo42.44K FollowersFollowSummaryMicron is transforming from a cyclical commodity business to a contracted model, underpinned by 16 take-or-pay agreements through 2030 covering ~$100B in minimum revenue.Q3 2026 was a record quarter: $41.46B revenue (+346% YoY), 84.9% gross margin, $25.11 EPS, and a net cash position of $24.4B.MU trades at I've been covering the markets long enough to know how memory cycles are supposed to end. There are many investors who classify Micron Technology, Inc. (MU) as a cyclical stock because of how traditional Analyst’s Disclosure: I/we have a beneficial long position in the shares of GOOGL, ORCL, MSFT, AMZN, NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Disclaimer: I am not an investment advisor or professional. This article is my own personal opinion and is not meant to be a recommendation
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