How Schwab Network’s view on $MU changed

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2026-09-11

“The Big 3: MU, ORCL, AAPL”

MU has strong fundamentals and recent outperformance but is in consolidation; awaiting a directional breakout from the current chart pattern.

It's Micron. Listen, this one has been a huge outperformer whether we're talking about it on a year-toate or yearoveryear basis. Uh at times it can be bumpy though for Micron.

I mean if the stock does no wrong or if it does no wrong you stay long. we had that massive runup last year into this year and then we kind of had that summer low. You know, we just kind of chopped sideways undecided, but to me, I just think that that's building up pressure uh for the next breakout.

Watch the source02:54

2026-08-31Bullish

“Thatcher: NVDA AI "Tentpole," META & MU New Value Stocks, SPCX Long-Term Buy”

MU benefits from pent-up DRAM/HBM demand and limited supplier competition; expected to secure significant share of next year's enterprise chip CapEx.

Micron's another one. We've talked a lot about Micron, but there's so much pent-up demand in that bottleneck of DRAM and HBM, high-bandwidth memory. We talked about the CapEx spend we expect next year.

There's only a few names that can produce the enterprise chips necessary. Micron is on that list and expected to get a [snorts] large portion of that spend.

Watch the source07:50