Raging Capital Ventures on X
Micron and SanDisk should return cash or wait for a cycle downturn rather than repurchase shares near the memory-cycle peak at roughly 20 times invested capital.
NASDAQ
Micron Technology INC
MU
2 articles
$1.1T Market cap · 2026-08-20
Chris Camillo on X
AI’s future use cases could drive memory demand beyond sell-side supply forecasts, supporting a bullish view of SanDisk and Micron despite bubble concerns.
Investor Letters
Letters that discuss MU.
- Wedgewood Partners Are Hyperscalers Still Magnificent? Second Quarter 2026 +9.4% HRMS AMZN $2.8TGOOGL $4.2TMETA $1.4T
- Baron Funds Letter from Ron JUNE 30, 2026 — MSCI $41BTSLA $1.4T0R24 $650BGOOGL $4.2T
- Oakmark Funds The discipline to stay boring 2Q 2026 +2.5% AMZN $2.8TCOF $135BCRBG $14BGOOGL $4.2T
- Hayden Capital Quarterly Letter 2026 | Vol. 1 Q1 2026 -28.3% SE $72BU $21BAMZN $2.8TAPP $102B
- O'Keefe Stevens Advisory Quarterly Investor Letter Q3 2025 Q3 2025 — GLW $131BCMP $1BCSCCY $11BDFIN $1.2B
