Yes, VistaShares Artificial Intelligence Supercycle ETF (AIS) holds MU with 6.64% (as of 2026-08-10).

Yes, VanEck Semiconductor ETF (SMH) holds MU with 5.25% (as of 2026-08-10).

Yes, Vanguard Information Technology ETF (VGT) holds MU with 5.04% (as of 2026-08-10).

Yes, Vanguard Value ETF (VTV) holds MU with 4.85% (as of 2026-08-10).

Yes, Technology Select Sector SPDR Fund (XLK) holds MU with 3.63% (as of 2026-08-10).

Micron Technology, Inc. (MU) is held by AIS (6.64%), SMH (5.25%), VGT (5.04%), VTV (4.85%), XLK (3.63%), and 3 more.

What AI bubble is MU in?

Micron Technology, Inc. (MU) is mapped to the DRAM / HBM Memory bubble on QuantAbundancia. Only US-listed pure-play DRAM/NAND/HBM producer.

What sector is MU in?

Micron Technology, Inc. is classified under GICS Information Technology (Semiconductors).

What is MU's last close price?

MU last closed at $868.52 on 2026-08-11.

MU

NASDAQNext earnings·Sep 23AnalystsStrong Buy·43+73%

Micron Technology, Inc.

Information Technology · Semiconductors

$868.52last close

+602.0%~252d

Price

+602.00% over 1Y

4 curated levels

Thesis

as of 2026-08-10

Only US-listed pure-play DRAM/HBM/NAND producer — structural scarcity premium for US-retail; crossed $1T market cap 2026-05-26 (first memory pure-play in history). 11, data-center revenue >$25B in the quarter (>$100B annualized run-rate); FQ4 guided to $50B ±$1B at ~86% GM.

FY26 actuals-plus-guide sum to ~$129B revenue vs FY24 ~$38B — obsoleting the ~$70B consensus pinned 2026-05-28. 16 strategic customer agreements (first five-year SCA signed FQ2) put multi-year price floors under what was historically spot-cycle revenue; company expects supply tight beyond calendar 2027 and frames robotics (humanoids ~10x memory content vs vehicles) as the next demand leg.

Structural-vs-cyclical is the question: SCA floors argue structural; memory's history, HBM4-on-Rubin share (SK Hynix ~70% per Korean media), and CXMT's China entry argue cycle risk 2027-2028.

•2026-03-18 — FQ2-26 print: revenue $23.86B (+75% Q/Q, +196% Y/Y), non-GAAP GM 74.9%, EPS $12.20; first five-year SCA signed; dividend raised 30%; FY26 capex guided above $25B.
•2026-06-24 — FQ3-26 print: revenue $41.46B (+74% Q/Q, +346% Y/Y), non-GAAP GM 84.9% (record), operating income $33.68B (81% of revenue), net income $28.86B (~70% net margin), EPS $25.11 — all above the high end of guidance.
•2026-06-24 — Data-center revenue exceeded $25B in the quarter (annualized run-rate >$100B); data-center SSD revenue >$5B, more than doubling sequentially.
•2026-06-24 — 16 strategic customer agreements (SCAs) signed, with specific multi-year commitments — company frames them as fundamentally transforming the business model; DRAM and NAND demand expected to exceed supply

Analyze MU· interactive tools

Bubbles· capital-flow co-movement

Themes· editorial groupings

Conviction· in 7 watchlists

+90%YTD
6xFWD PE
+84%YTD
5xFWD PE

Top correlated· 252d co-movement

Frequently asked questions

Is MU in AIS?: Yes, VistaShares Artificial Intelligence Supercycle ETF (AIS) holds MU with 6.64% (as of 2026-08-10).
Is MU in SMH?: Yes, VanEck Semiconductor ETF (SMH) holds MU with 5.25% (as of 2026-08-10).
Is MU in VGT?: Yes, Vanguard Information Technology ETF (VGT) holds MU with 5.04% (as of 2026-08-10).
Is MU in VTV?: Yes, Vanguard Value ETF (VTV) holds MU with 4.85% (as of 2026-08-10).
Is MU in XLK?: Yes, Technology Select Sector SPDR Fund (XLK) holds MU with 3.63% (as of 2026-08-10).
What ETFs hold MU?: Micron Technology, Inc. (MU) is held by AIS (6.64%), SMH (5.25%), VGT (5.04%), VTV (4.85%), XLK (3.63%), and 3 more.
What AI bubble is MU in?: Micron Technology, Inc. (MU) is mapped to the DRAM / HBM Memory bubble on QuantAbundancia. Only US-listed pure-play DRAM/NAND/HBM producer.
What sector is MU in?: Micron Technology, Inc. is classified under GICS Information Technology (Semiconductors).
What is MU's last close price?: MU last closed at $868.52 on 2026-08-11.

MU

Price

Thesis

Analyze MU· interactive tools

Bubbles· capital-flow co-movement

Themes· editorial groupings

Conviction· in 7 watchlists

Top correlated· 252d co-movement

Frequently asked questions

Related research· long-form analysis touching MU

Recent news· high-signal only

Held by ETFs

Key levels

Facts