NASDAQ:MU
125
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64
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41
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Search complete. 125 mentions across 64 episodes found for "NASDAQ:MU".
Oct 29, 2026
MelvinGUEST
Actually, Cosby jumped up like 6% because of that, because Samsung also jumped up.
MelvinGUEST
MU also jumped up because of how good their earnings call was as well.
MelvinGUEST
And as we know, the biggest growth for all this, I'm not going to get into too much of this, is because of HPM, HPM demand.
MelvinGUEST
Firstly, you have DRAM, which is like the memory for computers and servers.
Frank MottekHOST
All moving higher as well, announcing $63 billion in financing for the purchase of Broadcom's technology for Anthropic.
Frank MottekHOST
Other chip makers moved up as well, including MU, Micron Technology, moving up about 3%.
Frank MottekHOST
All this today after Anthropic filed to go public, as you heard here.
Frank MottekHOST
We talked about it with Daniel Ives on this show 24 hours ago.
Tony BattistaHOST
Microsoft up $2 after being up around $10 pre-market.
Tony BattistaHOST
MU is down 25%.
Tony BattistaHOST
SpaceX down 3.5%.
Tony BattistaHOST
Go.
Ashim MehraGUEST
But really, I think those are two largest ones, but I think the supply-demand debate has been going on for two years and will continue.
Ashim MehraGUEST
I think there's been a debate around memory also recently, whether you need as much memory.
Ashim MehraGUEST
But if you see what's happening in MUSE and you see what's happening with agents across the board, all of those agents require more memory, not less.
Ashim MehraGUEST
So we are actually much more bullish on memory.
Caroline WoodsHOST
Bringing it back to power for just a second, you mentioned Bloom Energy as a holding.
Darrell NassarHOST
They work with them for compute.
Darrell NassarHOST
You had MU, SNDK, WDC all push higher today because the memory read was there when S1 came out, right? If Anthropic is scaling compute like this, memory and storage is still a thing, right? So you have SNDK at the 200A.
Darrell NassarHOST
You had MU pushing higher, right? So that was the big thing for the memory trade, which was the big thing for chips, right? And then the other side of that is NVIDIA, which is the hardware aspect.
Darrell NassarHOST
You have the SpaceX XAI deal, right? And that's for NVIDIA GPUs and compute, right? So you have Anthropic, NVIDIA, SpaceX, all the memory names.
Darrell NassarHOST
You had the NeoCloud credit thesis kind of implode on itself.
11 MINS LATER
SullyHOST
I just, I don't see that.
SullyHOST
Yeah, no, I'm like...
Darrell NassarHOST
From what I'm seeing and what we're talking about today, like Anthropics S1, Sully, it's saying AI demand is real and it's funded pretty well at the top, which is good for those NVIDIAs, right? And it's good for memory, the MUs, SMDK has earnings.
Lloyd James RossHOST
Like these guys are disciples of Charlie Munger and Warren Buffett.
Lloyd James RossHOST
And they both held Micron, MU stock ticket code, probably two years ago.
Lloyd James RossHOST
And it was going okay.
Lloyd James RossHOST
They've obviously done their due diligence.
Tony BattistaHOST
AMD, which has been strong, up 12.
Tony BattistaHOST
MU, which has been strong, up 40.
Tony BattistaHOST
And by strong, I mean the last two or three days into this rally.
Tony BattistaHOST
And then you've got volatility sitting right at 18.95. Really not giving up any value.
Tony BattistaHOST
It's been there all morning.
Tony BattistaHOST
MU up around $9.
Tony BattistaHOST
It's been there all morning.
Tony BattistaHOST
NVIDIA up about a buck and change.
41 MINS LATER
Tony BattistaHOST
It's been hovering around unchanged.
Tony BattistaHOST
AMD is up 16.
Tony BattistaHOST
MU is up 11.
Tony BattistaHOST
Microsoft's down 3.
Ted ZhangPANELIST
Just like ELF was a catalyst as well, S&DK, I believe there's some huge memory catalysts there.
Ted ZhangPANELIST
Those might have been WDC earnings or MU earnings.
Ted ZhangPANELIST
They broke out of this spinoff base, perfectly trended the five-week moving average and the 10-week moving average.
Ted ZhangPANELIST
Eventually, similar to ARKK and ANF, you have those many weeks down in a row, slicing the 10, the five, the 10, the 20, and all the way back to the 30.
9 MINS LATER
Todd ThomasPANELIST
It got extended, but it is holding up fairly well above the 21-day moving average.
Todd ThomasPANELIST
And earnings are coming out the week after next.
Todd ThomasPANELIST
So it could be another strong quarter, depending on how the MUSE sales are transacting through them.
Todd ThomasPANELIST
The third name is well-known, and we've talked about it many times, Rubrik.
Ted ZhangPANELIST
Just like ELF was a catalyst as well, S&DK, I believe there's some huge memory catalysts there.
Ted ZhangPANELIST
Those might have been WDC earnings or MU earnings.
Ted ZhangPANELIST
They broke out of this spinoff base, perfectly trended the five-week moving average and the 10-week moving average.
Ted ZhangPANELIST
Eventually, similar to ARKK and ANF, you have those many weeks down in a row, slicing the 10, the five, the 10, the 20, and all the way back to the 30.
9 MINS LATER
Todd ThomasPANELIST
It's got extended, but it is holding up fairly well above the 21-day moving average.
Todd ThomasPANELIST
And earnings are coming out the week after next.
Todd ThomasPANELIST
So it could be another strong quarter, depending on how the MUSE sales are transacting through them.
Todd ThomasPANELIST
The third name is well known, and we've talked about it many times, Rubrik.
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