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What I'm hoping for is that some Chinese chip company will start making RAM and SSD chips for dirt cheap.
the executives have recognized that the less than stellar gross margins were a big reason for downward pressure on the stock price for many years. remember, MU was one of the last tech companies to join the AI stock pump. mind you, a margin of 30-40% today is great, but …
Micron is transforming and is still cheap. Gone are the cyclical days and now welcome the high margin, highly customized HBM days. SSD is dying and not a good business unit anymore, this is good news.
Has MU truly exited the Crucial consumer business? Is this a pivot toward the AI server goldmine, or a sign of impending decline? MU announced today that it will shut down its Crucial consumer memory and SSD business, with global retail channels ceasing sales by February 2026. The stated reason …
NAND flash memory is still in high demand, and Kioxia saw a 33.1% jump from last quarter in Q3 2025 hit a new record high. Communication service providers (CSPs) continue to expand their artificial intelligence infrastructure, driving robust growth in enterprise grade solid state drive (SSD) demand during the third …
Yeah, well Samsung can keep right on refusing to increase production and keep prices artificially inflated for their bottom line. For me, I just decided to forgo any Samsung based products and their 9100 pro was replaced with Fury SSD in my newest builds. And, I ordered new phones today …
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Total Off-Exchange Volume: 113024
Values over 50% Short often indicate hidden bearish pressure from institutions.
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Capitol Trades
| Date | Politician | Amount |
|---|---|---|
| Oct 09, 2025 | Michael McCaul | $32,500 |
Insider Trades
| Date | Insider | Value |
|---|---|---|
| No recent trades found. | ||
Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 4,329,709 | $724.7 million | 0.1044% | Sep 30, 2025 |
| Vanguard Group Inc | 4,082,677 | $683.4 million | 0.0985% | Sep 30, 2025 |
| Blackrock Inc. | 4,003,297 | $670.1 million | 0.0966% | Sep 30, 2025 |
| FMR, LLC | 2,114,032 | $353.8 million | 0.0510% | Sep 30, 2025 |
| JPMORGAN CHASE & CO | 1,621,880 | $271.5 million | 0.0391% | Sep 30, 2025 |
| Morgan Stanley | 1,531,426 | $256.3 million | 0.0369% | Sep 30, 2025 |
| State Street Corporation | 1,251,004 | $209.4 million | 0.0302% | Sep 30, 2025 |
| ValueAct Holdings, L.P. | 1,207,942 | $202.2 million | 0.0291% | Sep 30, 2025 |
| Baker Avenue Asset Management, LP | 1,090,929 | $182.6 million | 0.0263% | Sep 30, 2025 |
| Fiduciary Management, Inc. | 1,017,566 | $170.3 million | 0.0245% | Sep 30, 2025 |

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