No, Alphabet Won't 'DeepSeek' Micron, Sandisk [Seeking Alpha]
Micron Technology, Inc. (MU)
Last micron technology, inc. earnings: 3/25 04:01 pm
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US:NASDAQ Investor Relations:
investors.micron.com
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Source: Seeking Alpha
TurboQuant's efficiency gains target inference costs and memory usage, but do not fundamentally alter the robust, structural demand for DRAM and NAND flash. Recent price normalization in DRAM is unrelated to TurboQuant and presents an appealing entry point for investors seeking exposure to MU and SNDK. I expect the current pullback to be temporary, with memory demand and pricing outlooks supporting continued bullishness on both stocks. DNY59/iStock via Getty Images Investment Thesis Memory and storage makers like Micron Technology ( MU ) and Sandisk Corp. ( SNDK ) have been the biggest beneficiaries of the boom in model inference over the past 9 months after these This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of MU 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
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MU
News
- Micron's SSD Growth Drives NAND Revenues: Will it Sustain Momentum? [Yahoo! Finance]Yahoo! Finance
- Micron: Don't Try To Call The Top, Just Choose Your Risk Appetite [Seeking Alpha]Seeking Alpha
- Micron Just Started Mass-Producing HBM4 for Nvidia's Vera Rubin. Here's Why This Stock Could Soar in 2026. [Yahoo! Finance]Yahoo! Finance
- Google Unveils AI Breakthrough Cutting Memory Use by 6x, Pressuring Flash Stocks [Yahoo! Finance]Yahoo! Finance
- Micron Technology (MU) Shares Rallied More Than Triple In 2025 [Yahoo! Finance]Yahoo! Finance
MU
Earnings
- 3/18/26 - Beat
MU
Sec Filings
- 3/27/26 - Form SCHEDULE
- 3/25/26 - Form 8-K
- 3/19/26 - Form 10-Q
- MU's page on the SEC website