https://aeacapitalresearch.com/positions/MU.html Everything published on AEA Capital Research about MU: the standing position thesis, its earnings report and competitor comparison where those exist, plus any News, Letters, or Opinion piece that mentions it by name (a real text match, not hand-curated). en-us https://aeacapitalresearch.com/positions/MU.html https://aeacapitalresearch.com/positions/MU.html Position detail: Micron Technology (MU) — valuation, thesis, and bull/base/bear case. Sat, 11 Jul 2026 00:00:00 GMT https://aeacapitalresearch.com/earnings/MU-2026-q3.html https://aeacapitalresearch.com/earnings/MU-2026-q3.html Fiscal Q3 2026 earnings update on Micron Technology (MU): record revenue and EPS, a raised Q4 guide, and what the memory supercycle means for the largest sleeve in the book. Sat, 11 Jul 2026 00:00:00 GMT https://aeacapitalresearch.com/comparisons/memory-storage-sndk-mu-wdc.html https://aeacapitalresearch.com/comparisons/memory-storage-sndk-mu-wdc.html Two memory-cycle bets I hold, benchmarked against the storage-industry peer I don't — NAND flash, DRAM, and hard-disk exposure to the same AI-storage demand story. Sat, 11 Jul 2026 00:00:00 GMT https://aeacapitalresearch.com/news/2026-07-09-micron-250b-investment.html https://aeacapitalresearch.com/news/2026-07-09-micron-250b-investment.html Micron announced plans to invest more than $250 billion in U.S. memory manufacturing through 2035. MU rose 4.5%, SNDK popped 7.6% on the same day. Thu, 09 Jul 2026 00:00:00 GMT https://aeacapitalresearch.com/earnings/MU-2026-q3.html https://aeacapitalresearch.com/earnings/MU-2026-q3.html Record revenue and EPS, data center run-rate tops $100B, and what the memory supercycle means for the largest sleeve in the book. Thu, 09 Jul 2026 00:00:00 GMT