--- title: "MU Micron Technology" canonical: "https://supercyclehq.com/stock/micron-technology" type: "stock" dataAsOf: "2026-11-06" ticker: "MU" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Micron Technology (MU) Micron Technology is one of the world's leading memory and storage chip makers. ## AI Exposure Score **78/100, Core.** Micron sells HBM and data center DRAM and NAND directly into AI accelerators and servers, with HBM capacity sold out well in advance. AI memory demand is now the dominant driver of pricing, mix, and the entire investment thesis. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $690.00 | | Change 1d | +5.12% | | Change 7d | -22.01% | | Change 30d | -33.38% | | Change 1y | +190.34% | | 52-week high | $1,213.18 | | 52-week low | $201.14 | | Market cap | $780.7B | | P/E | 9.28 | | EPS | $74.33 | | Next earnings | 2026-12-23 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NASDAQ | | Sector | Technology | | Headquarters | Boise, Idaho | | CEO | Sanjay Mehrotra | | Employees | 61,000 | | Website | https://www.micron.com | | Buildout layers | [Memory & Storage](https://supercyclehq.com/category/memory-storage), [Semiconductors](https://supercyclehq.com/category/semiconductors) | ## What the company does Micron Technology is one of the world's leading memory and storage chip makers. It manufactures DRAM and NAND, the memory that every computer needs, and sells it into data center, mobile, PC, automotive, and industrial markets. AI has transformed what its memory is worth. HBM3E, its high-bandwidth memory, is stacked directly beside AI accelerators and is critical for training and inference, with capacity sold out well in advance. AI DRAM and Data Center SSDs feed AI servers, and CXL Memory expands how systems attach memory at scale. Founded in 1978 and headquartered in Boise, Idaho, Micron trades on the NASDAQ and employs about 53,000 people under CEO Sanjay Mehrotra. ## Role in the AI buildout Micron anchors the Memory & Storage layer of the buildout and sits in the Semiconductors layer more broadly. AI accelerators are only as fast as the memory feeding them, and Micron's HBM3E ships directly into those systems, with capacity committed well in advance. AI memory demand now dominates its pricing, product mix, and the entire investment thesis, which is why Supercycle scores it 78 out of 100, close to pure play territory. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Philippe Laffont](https://supercyclehq.com/investors/philippe-laffont) | Coatue Management | $3.6B | 7.46% | increased | 2026-06-30 | | [David Tepper](https://supercyclehq.com/investors/david-tepper) | Appaloosa Management | $1.1B | 15.06% | trimmed | 2026-06-30 | | [Gavin Baker](https://supercyclehq.com/investors/gavin-baker) | Atreides Management | $821.1M | 7.37% | trimmed | 2026-06-30 | | [Brad Gerstner](https://supercyclehq.com/investors/brad-gerstner) | Altimeter Capital | $241.8M | 2.46% | new | 2026-06-30 | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $134.7M | 0.55% | trimmed | 2026-06-30 | | [George Soros](https://supercyclehq.com/investors/george-soros) | Soros Fund Management | $25.9M | 0.34% | increased | 2026-06-30 | ## Recent news - [Dow Jones Futures: Market Needs Repair But Sandisk, Micron Broken; Apple, Amazon, Microsoft Strong](https://finance.yahoo.com/m/283e1bd9-349e-390b-a32b-b4ed9a9034f3/dow-jones-futures%3A-market.html?.tsrc=rss) (source, 2026-11-06) - [Micron vs. Nvidia: Which AI Stock Is a Better Buy for 2027?](https://finance.yahoo.com/markets/stocks/articles/micron-vs-nvidia-ai-stock-211242383.html?.tsrc=rss) (source, 2026-11-06) - [Why Micron’s Stock Valuation Now Looks Ridiculous](https://finance.yahoo.com/m/89da0c6b-ecec-3a16-9fae-effa5a94fb2c/why-micron%E2%80%99s-stock-valuation.html?.tsrc=rss) (source, 2026-11-06) - [SK Hynix Just Announced Huge News for Micron Shareholders](https://www.fool.com/investing/2026/11/06/sk-hynix-just-announced-huge-news-for-micron-share/?.tsrc=rss) (source, 2026-11-06) - [Micron Stock Is the Cheapest Right Now -- Here's Why](https://finance.yahoo.com/markets/stocks/articles/micron-stock-cheapest-now-heres-191642844.html?.tsrc=rss) (source, 2026-11-06) ## FAQ ### What does Micron Technology do? Micron manufactures memory and storage chips, DRAM and NAND, sold into data center, mobile, PC, automotive, and industrial markets. It is one of the few companies in the world making this memory at scale. ### How is Micron exposed to AI? Heavily. Its HBM3E high-bandwidth memory ships directly into AI accelerators with capacity sold out well in advance, and AI demand now drives pricing and mix. Supercycle scores it 78 out of 100. ### What are Micron's main AI products? HBM3E high-bandwidth memory for AI accelerators, AI-optimized DRAM, CXL Memory for scalable system memory, and Data Center SSDs for AI server storage. ### What is HBM and why does it matter? High-bandwidth memory is stacked memory placed next to AI chips so data moves fast enough to keep them busy. AI training and inference depend on it, making HBM a critical buildout component. ### Where is Micron headquartered and who leads it? Micron is headquartered in Boise, Idaho, was founded in 1978, and is led by CEO Sanjay Mehrotra. It employs about 53,000 people and trades on the NASDAQ. ### Is MU a pure play AI stock? Nearly. Memory serves many markets, but AI demand now dominates the thesis, pricing, and product mix. Its score of 78 out of 100 places it high on Supercycle's leaderboard. --- Source: https://supercyclehq.com/stock/micron-technology. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.