The Crowd Tape

What the street is doing, not what I think

What top X accounts are doing, not what I think

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MU

Micron Technology, Inc.Clear split
Close 926.37 (2026-10-15)28 days -5.2%1Y +382.6%28 d mentions 75

Stance mix of tracked accounts 27 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
9
Neutral
9
No stance
2
Bearish
7

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • 15Fundamentals
  • 7Technicals
  • 4Sentiment
  • 2Catalyst
  • @StockSavvyShay: $MU JUST WENT 🟢
  • @MrZackMorris: @MrZackMorris: single stock options flow through Wednesday: $MU $528M (60% calls), $NVDA $721M (54% calls), $TSLA $584M with call share slipping to 43%, $META $421M, $AMD $300M.
  • @TheTranscript_: (Quoted) Watch $MU and $NVDA; together Micron and Nvidia are expected to contribute 9.8 percentage points or 36% of the S&P 500's projected 27.2% Q3 earnings growth.
Bear case
  • 5Technicals
  • 2Fundamentals
  • 2Sentiment
  • 1Macro
  • @EliteOptions2: @EliteOptions2 trade plan Oct 15: big gap down on Anthropic revenue and hot PPI; $QQQ down 9 points premarket. Below 722 it could drop to 710 to 715; above 722 it can test 727. MU down 30+, SNDK down nearly 80 points premarket; risk off.
  • @petenajarian: (Reposted by @petenajarian) @Trading_Sunset: US futures lean weak. Strength: $WMT $AMGN $SLV $GLD $SCHW $HSBC $AAPL. Weakness: $FMC $RKLB $SKHY $MU $TSM $CRWV $NAT $CAT.
  • @elonmusk: Elon Musk says China will be making a LOT of RAM in 2028, quoting a South Korean financial column via @pequityresearch that warns of memory oversupply in 2029 after new capacity comes online, arguing Korea has only 2-3 years to develop new growth industries before the cycle reverses. Mentions $MU $SKHY $EWY.

Clear split. Accounts are on both sides; see the two columns above for where they differ.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Carl Quintanilla @carlquintanillaViews ›
Neutral weakened (was Bullish)
Macro · 8x Kospi has declined 5%+ in 1 day with closing 14 day RSI <23. It has gained on avg 3.4% the next day and been up 88% of the time. Over 5 days, gained 10.0% on avg and up every time. Nearly 50% of Kospi is Samsung and SK Hynix, with $MU the third biggest memory company. Longer-term concern China reaching 20-30% memory market share, but history suggests near-term rally in semis. Does not think AI trade has topped, Agentic AI should give room to run into 2027, started with Muse from $META, Dots from OpenAI, Co-Pilot revamp by $MSFT.
2026-10-16 00:35 HKT Original post ↗
Bullish First call
Technicals · Short term · $MU JUST WENT 🟢
2026-10-16 00:04 HKT Original post ↗
Bullish strengthened (was Neutral)
Sentiment · @MrZackMorris: single stock options flow through Wednesday: $MU $528M (60% calls), $NVDA $721M (54% calls), $TSLA $584M with call share slipping to 43%, $META $421M, $AMD $300M.
2026-10-15 21:03 HKT Original post ↗
EliteOptionsTrader @EliteOptions2Views ›
Bearish First call
Technicals · Short term · @EliteOptions2 trade plan Oct 15: big gap down on Anthropic revenue and hot PPI; $QQQ down 9 points premarket. Below 722 it could drop to 710 to 715; above 722 it can test 727. MU down 30+, SNDK down nearly 80 points premarket; risk off.
2026-10-15 21:00 HKT Original post ↗
Bearish First call
Technicals · (Reposted by @petenajarian) @Trading_Sunset: US futures lean weak. Strength: $WMT $AMGN $SLV $GLD $SCHW $HSBC $AAPL. Weakness: $FMC $RKLB $SKHY $MU $TSM $CRWV $NAT $CAT.
2026-10-15 19:53 HKT Original post ↗
Bullish First call
Fundamentals · Medium term · (Quoted) Watch $MU and $NVDA; together Micron and Nvidia are expected to contribute 9.8 percentage points or 36% of the S&P 500's projected 27.2% Q3 earnings growth.
2026-10-15 19:11 HKT Original post ↗
Bullish First call
Sentiment · Short term · @Mr_Derivatives asks if it is a stock market top or bottom signal and suggests @ShaneStoffer start buying memory names $SKHY $MU $SNDK if it bounces.
2026-10-15 19:08 HKT Original post ↗
Bearish reversed (was Bullish)
Fundamentals · Long term · Elon Musk says China will be making a LOT of RAM in 2028, quoting a South Korean financial column via @pequityresearch that warns of memory oversupply in 2029 after new capacity comes online, arguing Korea has only 2-3 years to develop new growth industries before the cycle reverses. Mentions $MU $SKHY $EWY.
2026-10-15 10:59 HKT Original post ↗
Bearish weakened (was Neutral)
Sentiment · Short term · The options market just gave Micron the cold shoulder. $MU
2026-10-15 10:00 HKT Original post ↗
Bullish First call
Fundamentals · Long term · Over the past three years, Micron $MU is outperforming Nvidia $NVDA, AMD $AMD and Broadcom $AVGO by ~3-4X, with a return of 1,230%.
2026-10-15 06:42 HKT Original post ↗
Bearish weakened (was Neutral)
Sentiment · Short term · Pressure continues across AI basket. Quoted: $MU $SNDK $BE $NBIS $NVDA etc, wonder if this is like the $$ raise prior to $SPCX, in the weeks leading into Anthropic getting cash ready.
2026-10-15 02:01 HKT Original post ↗
Danielle DiMartino Booth @DiMartinoBoothViews ›
Bearish First call
Macro · Medium term · (Reposted by @DiMartinoBooth) @donnelly_brent: AI capex fears, memory glut and payoff questions drive selling of favorites (CRWV, ORCL, MU, SNDK), and if large enough bonds rally; the US economy rides on AI capex, so financial wobbles hit the real economy.
2026-10-14 23:50 HKT Original post ↗
Bullish First call
Fundamentals · Medium term · @IBDinvestors: China's competitive threat to Micron (CXMT) is called a "paper tiger."
2026-10-14 23:01 HKT Original post ↗
Scott Redler @RedDogT3Views ›
Neutral strengthened (was Bearish)
Basis not tagged · Scott Redler promotes free Dog Bytes newsletter after seeing today's candle, noting potential big opportunities in names like $META $GOOGL $MU and more.
2026-10-14 21:03 HKT Original post ↗
Neutral First call
Technicals · Price charts for mega-cap Tech holding up well outside of $AVGO. $MU now at a key inflection point.
2026-10-14 20:28 HKT Original post ↗
The Kobeissi Letter @KobeissiLetterViews ›
Neutral First call
Technicals · Just 10 stocks have driven 70% of the S&P 500’s gain since March 30th, adding +16 percentage points to the index’s +23% gain. $NVDA contributed the most (13% of gain, +3 pp), followed by $MU, $AAPL and $MSFT (each 9%, +2 pp), $AMD 8% and $GOOGL 7%. Remaining 490 stocks accounted for just 30% (+7 pp). Diversification is dead.
2026-10-14 13:00 HKT Original post ↗
Bullish First call
Sentiment · Short term · $MU $SKHY KOSPI Korea pumping after coming to senses post FUD on CXMT selling. Thanks for cheapies today. Next big wall of worry: CPI.
2026-10-14 08:14 HKT Original post ↗
Neutral First call
Technicals · @Jake__Wujastyk posts on $MU that "one of these things looks like the other," without stating a clear direction in the text.
2026-10-14 05:17 HKT Original post ↗
Neutral First call
Technicals · @sentimentrader says that as of Oct 9, $MU's Trend Score remained at 10, while its volatility has cooled sharply since June. The post also promotes its Light Data API.
2026-10-13 21:30 HKT Original post ↗
Bullish First call
Fundamentals · Long term · @GerberKawasaki argues $MU (Micron) has supply contracts locked in for years, with tons of demand, and new Chinese memory tech won't change that. He adds he wouldn't want to use Chinese memory chips for security reasons.
2026-10-13 20:38 HKT Original post ↗
Bearish First call
Fundamentals · Short term · @kevinxu says this might kill the bull market, quoting news that Micron $MU falls nearly 4% as Chinese memory chip competition intensifies.
2026-10-13 08:31 HKT Original post ↗
Bullish First call
Fundamentals · Long term · @aleabitoreddit shares thoughts on AI supply chain, noting strong demand visibility for memory names like $MU, Samsung and SK Hynix into 2030-2031 with LTAs covering 70% of Samsung capacity and price floors. $LITE is sold out into 2029 with discussions into 2030, while $NVDA, $AVGO and $MRVL show supply-constrained growth. Near-term volatility hit options and prices, but long-term baseline from contracts looks solid for bottleneck players. Some caution on $IREN valuation despite Anthropic deal.
2026-10-13 07:33 HKT Original post ↗
Neutral First call
Sentiment · @amitisinvesting asks whether CXMT memory-optimization headlines are a real threat to the $MU and $SNDK memory trade, or just another architecture that drives more token usage and makes up for pricing power with volume. He notes the fragile memory and semis trade reacts to such headlines almost weekly, as when Toshiba's HDD capacity increase took $STX and $WDC down 20% last week, and says the street will either see these names as undervalued vs growth or give up on them as cyclical.
2026-10-13 02:14 HKT Original post ↗
Brian Shannon, CMT @alphatrendsViews ›
Neutral First call
Basis not tagged · @alphatrends asks preference between notes or infographic for stock market analysis week ending 10/9/26 covering $SPY $QQQ $IWM $SMH $XBI $MU $NVDA $XLF $TLT and others. No specific stock mentioned with clear view.
2026-10-12 06:32 HKT Original post ↗
Neutral First call
Macro · Last week S&P +1.2% hit new ATH despite mixed signals. Continues to like $GOOGL after Argon and Gemini agent, and $NVDA expecting outperformance to Nov 19 earnings especially vs semis. Notes $MU -4% despite solid earnings as AI trade counterpoint, $KBWB down 12.1% since Aug 14, watching bank earnings. Mentions $META.
2026-10-12 03:35 HKT Original post ↗
Charlie Bilello @charliebilelloViews ›
Neutral First call
Valuation · Price to Sales Ratio (TTM Sales) lists SpaceX at 103, Palantir at 87, CrowdStrike at 52, AMD at 24, Broadcom at 20, NVIDIA at 19, Applied Materials at 13, Tesla at 13, Microsoft at 12, Apple at 11, Google at 10, Micron at 9, Intel at 9, Meta at 8, Cisco at 7, Netflix at 6, Oracle at 6, Amazon at 4, and S&P 500 at 3.5.
2026-10-11 23:11 HKT Original post ↗
Bullish First call
Technicals · Short term · S&P might be at ATH but seriously who gives a shit until memory gets there too?
2026-10-08 09:04 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 56 posts · Bull 20 / Bear 10
    @carlquintanilla: 8x Kospi has declined 5%+ in 1 day with closing 14 day RSI <23. It has gained on avg 3.4% the next day and been up 88% of the time. Over 5 days, gained 10.0% on avg and up every time. Nearly 50% of Kospi is Samsung and SK Hynix, with $MU the third biggest memory company. Longer-term concern China reaching 20-30% memory market share, but history suggests near-term rally in semis. Does not think AI trade has topped, Agentic AI should give room to run into 2027, started with Muse from $META, Dots from OpenAI, Co-Pilot revamp by $MSFT. (Neutral)
  • 10/3–10/9 · 19 posts · Bull 8 / Bear 0
    @aleabitoreddit: Woooow... $LITE CEO went out on Bloomberg today and stated: Lumentum is "effectively sold out through nearly 2029". From our perspective, "Completely Sold Out, there's no end in sight". With demand visibility from hyperscalers that carries them out into 2030, 2031. The implications of these statements are enormous for photonics and remaining laser suppliers with capacity coming online like $SIVE, Sumitomo Electric, to $AAOI. What a crazy bottleneck that's unfolding. (Bullish)
  • 9/26–10/2 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/19–9/25 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

MU Neutral weakened↻ Repost of @DanielTNiles2026-10-16 00:35 HKTOriginal post ↗

8x Kospi has declined 5%+ in 1 day with closing 14 day RSI <23. It has gained on avg 3.4% the next day and been up 88% of the time. Over 5 days, gained 10.0% on avg and up every time. Nearly 50% of Kospi is Samsung and SK Hynix, with $MU the third biggest memory company. Longer-term concern China reaching 20-30% memory market share, but history suggests near-term rally in semis. Does not think AI trade has topped, Agentic AI should give room to run into 2027, started with Muse from $META, Dots from OpenAI, Co-Pilot revamp by $MSFT.

See original

8x Kospi has declined 5%+ in 1 day w/ closing 14 day RSI <23. It has gained on avg 3.4% the next day and been up 88% of the time. Over 5 days, it has gained 10.0% on avg and been up every time. This includes 3x during 2000-2002 internet bust, 1x during GFC and 2x during Covid. As a reminder, nearly 50% of the Kospi (the Korean stock market) is Samsung Electronics and SK Hynix, two of the three biggest memory companies in the world with $MU in the US being the third. My longer-term concern remains that China is on a path to get to at least 20-30% market share in memory over the course of the next several years and that the current market leaders are being much too optimistic. I continue to believe that China will do to the memory markets what Japan did to the US companies in the early 1980s and the Koreans did to the Japanese companies in the early 2000s. But even if that is the case, history would suggest at least a near-term rally is coming in the semiconductor sector. This would seem to be true even if we have seen THE TOP in the overall AI trade much like during the bursting of the internet bubble in 2000-2002. To be clear, I do not think we have seen THE TOP in the overall AI trade. I believe the advent of Agentic AI in January with formalization of OpenClaw and the follow on innovations should give the overall AI trade room to run into 2027. Call it Agentic AI for the non-techies. That started in September with Muse from $META followed by Dots from OpenAI and the Co-P

Reasoning: Macro

MU Bullish2026-10-16 00:04 HKTOriginal post ↗

$MU JUST WENT 🟢

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$MU JUST WENT 🟢

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Reasoning: Technicals · Short term

MU Bullish strengthened2026-10-15 21:03 HKTOriginal post ↗

@MrZackMorris: single stock options flow through Wednesday: $MU $528M (60% calls), $NVDA $721M (54% calls), $TSLA $584M with call share slipping to 43%, $META $421M, $AMD $300M.

See original

5/ Single-stock flow (thru Wed): $MU $528M notable (60% calls). $NVDA $721M (54% calls). $TSLA $584M — call share slipped to 43% Wed. $META $421M | $AMD $300M. Not financial advice. Trade your plan.

Reasoning: Sentiment

MU Bearish2026-10-15 21:00 HKTOriginal post ↗

@EliteOptions2 trade plan Oct 15: big gap down on Anthropic revenue and hot PPI; $QQQ down 9 points premarket. Below 722 it could drop to 710 to 715; above 722 it can test 727. MU down 30+, SNDK down nearly 80 points premarket; risk off.

See original

TRADE PLAN for October 15th 📈 Another big gap down this morning.. The market wasn't too happy with Anthropic revenue and QQQ is down 9 pts premarket, if it can't get back above 722 we can see another drop to 710-715 next. QQQ above 722 can test 727. PPI data came in hot as well. Risk off environment for the upside for now. I don't see an edge yet until the market bottoms. MU is down 30+, SNDK down almost 80 points premarket. Memory and chip stocks beat up today. We need to see the tech sector move red to green to start to see some signs of a bottom. For now, let the market find a bottom. $QQQ dropped from 745 premarket yesterday to 716 early this morning. Let's see if it tries to bottom by tomorrow. Good luck everyone!! 🫡

Reasoning: Technicals · Short term Specific

MU Bearish↻ Repost of @Trading_Sunset2026-10-15 19:53 HKTOriginal post ↗

(Reposted by @petenajarian) @Trading_Sunset: US futures lean weak. Strength: $WMT $AMGN $SLV $GLD $SCHW $HSBC $AAPL. Weakness: $FMC $RKLB $SKHY $MU $TSM $CRWV $NAT $CAT.

See original

The day begins... US equity futures are leaning weak. Strength: $WMT $AMGN $SLV $GLD $SCHW $HSBC $AAPL Weakness: $FMC $RKLB $SKHY $MU $TSM $CRWV $NAT $CAT Have a good Thursday 🌦️ @petenajarian - The Thin Red Line (1998)

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Reasoning: Technicals

MU Bullish2026-10-15 19:11 HKTOriginal post ↗

(Quoted) Watch $MU and $NVDA; together Micron and Nvidia are expected to contribute 9.8 percentage points or 36% of the S&P 500's projected 27.2% Q3 earnings growth.

See original

The big boys and the rest:

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Reasoning: Fundamentals · Medium term Specific

No-stance mentions (15)
MU No stance2026-10-15 18:31 HKTOriginal post ↗

Scott Redler’s #630club live premarket stock market update mentioning $NVDA $MU $SPCX $SNDK.

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⏰ Scott Redler’s #630club - LIVE Premarket Stock Market Update ➡️ $NVDA $MU $SPCX $SNDK https://x.com/i/broadcasts/1NGaroNdPydJj

Reasoning: Not tagged by analyst

MU No stance2026-10-14 21:04 HKTOriginal post ↗

Single-stock flow: $MU 950C ~$38M + heavy 1DTE puts, $NVDA 227.5C ~$25M, $TSLA 375C ~$18M, $META puts stacked at 760/770 (~$28M), $AMZN 267.5P ~$10M. Not financial advice.

See original

5/ Single-stock flow: $MU 950C ~$38M + heavy 1DTE puts $NVDA 227.5C ~$25M $TSLA 375C ~$18M $META puts stacked at 760/770 (~$28M) $AMZN 267.5P ~$10M Not financial advice. Trade your plan.

Reasoning: Not tagged by analyst Specific

MU No stance2026-10-14 18:30 HKTOriginal post ↗

@RedDogT3 (Scott Redler) promotes his #630club live premarket stock market update broadcast, covering $NVDA, $MU, $SPCX and $SNDK.

See original

⏰ Scott Redler’s #630club - LIVE Premarket Stock Market Update ➡️ $NVDA $MU $SPCX $SNDK https://x.com/i/broadcasts/1OxwbnMwgOgJB

Reasoning: Not tagged by analyst

MU No stance2026-10-14 12:03 HKTOriginal post ↗

@ripster47 shares a live trade recap covering earnings setups, dip buys at the open, and MTF Cloud Strategies. Lists $NBIS $AMD $INTC $SKHY $MU $CBRS $CRDO $ORCL $JNJ $GS $C $JPM $UNH $DPZ $QCOM $META as winners and losers with no hindsight.

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💡Learn some Life Changing Trading Concepts : Live Trade Recap Earnings setups. Dip buys at the open. MTF Cloud Strategies $NBIS $AMD $INTC $SKHY $MU $CBRS $CRDO $ORCL $JNJ $GS $C $JPM $UNH $DPZ $QCOM $META Winners and losers. No hindsight.

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Reasoning: Technicals

MU No stance2026-10-13 21:24 HKTOriginal post ↗

@ripster47 shares a free Tuesday trading gameplan from @TENETTRADEGROUP covering $GS $JPM $MU $SKHY, with news plays, earnings plays, market plays and upgrades/downgrades. No view is given in the post.

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Free Tuesday Trading Gameplan $GS $JPM $MU $SKHY News Plays, Earning Plays, Market Plays & Upgrade Downgrades Courtsey @TENETTRADEGROUP

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Reasoning: Not tagged by analyst

MU No stance2026-10-13 18:31 HKTOriginal post ↗

@RedDogT3 announces a live premarket stock market update covering $NVDA, $MU, $SPCX and $SNDK. No new market view.

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⏰ Scott Redler’s #630club - LIVE Premarket Stock Market Update ➡️ Free VIP List Newsletter: https://www.t3live.com/rd *** $NVDA $MU $SPCX $SNDK https://x.com/i/broadcasts/1nxnRBkEaQjxO

Reasoning: Not tagged by analyst

MU No stance2026-10-12 18:31 HKTOriginal post ↗

@RedDogT3 announces Scott Redler’s #630club live premarket stock market update covering $NVDA, $MU, $SPCX and $SNDK. No specific market view or analysis is shared in the post.

See original

⏰ Scott Redler’s #630club - LIVE Premarket Stock Market Update ➡️ $NVDA $MU $SPCX $SNDK https://x.com/i/broadcasts/1yJAPwDkBBOGb

Reasoning: Not tagged by analyst

MU No stance↻ Repost of @alphatrends2026-10-10 04:36 HKTOriginal post ↗

Stock Market Analysis for Week Ending 10/9/26 $SPY $QQQ $IWM $SMH $XBI $MU $NVDA $XLF $TLT #Bitcoin $ALAB $NKE $MAGS

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Reasoning: Not tagged by analyst Specific

MU No stance2026-10-09 21:22 HKTOriginal post ↗

$RDDT 162s today Did you listen and buy in 140s?

Reasoning: Technicals · Medium term Specific

MU No stance2026-10-09 20:06 HKTOriginal post ↗

Mostly green arrows as rates come off highs and oil pulls back a bit. $SPX is still choppy after the move to 7844, with 7731 now the key short-term level to trade against. Above that keeps things steadier; below it, stay more tactical with less size.

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Reasoning: Technicals Specific

MU No stance2026-10-09 18:31 HKTOriginal post ↗

⏰ Scott Redler’s #630club - LIVE Premarket Stock Market Update ➡️ $NVDA $MU $SPCX $SNDK https://x.com/i/broadcasts/1qGvveaQLWeGB

Reasoning: Not tagged by analyst

MU No stance2026-10-09 10:12 HKTOriginal post ↗

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. OpenAI told investors its annualized revenue was approaching $50B at the end of September, according to the Financial Times, below the roughly $70B figure that had been widely reported last month. The discrepancy reportedly reflects differences in accounting methods, with Anthropic including revenue generated through cloud partners such as AWS and Google Cloud, while OpenAI does not. Investors had attempted to adjust OpenAI’s figures to make them comparable with Anthropic’s, contributing to the higher estimate. The report weighed on AI infrastructure sentiment, with several semiconductor stocks falling roughly 5–7% as investors reassessed near-term AI spending expectations. OpenAI declined to comment. 2. The September FOMC meeting minutes showed that most Federal Reserve officials expect another interest rate hike by year-end, reinforcing the central bank’s higher-for-longer stance. All 19 Fed officials supported the September rate hike, reflecting unanimous concern that inflation remains above target. The minutes also said almost all policymakers believe inflation risks remain tilted to the upside, with several officials warning that the accelerating AI investment boom could increase demand faster than supply, adding to inflationary pressures. 3. Elon Musk said today that he sees an extraordinary long-term future for $SPCX SpaceX, writing: “This will sound super crazy, but I see a path to SpaceX

Reasoning: Not tagged by analyst Specific

MU No stance↻ Repost of @TENETTRADEGROUP2026-10-09 04:00 HKTOriginal post ↗

(@ripster47 轉發)教學影片:如何用 Ripster MTF Clouds 波段與當沖操作 $MU 與 $SNDK 這類記憶體股。標 $MU、$SNDK 未表態。

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Reasoning: Not tagged by analyst

MU No stance↻ Repost of @TENETTRADEGROUP2026-10-08 20:40 HKTOriginal post ↗

(@ripster47 轉發)Tenet 10月8日早晨市場摘要,列出 $SPX $AVGO $ORCL $SPCX $AMZN $GOOGL $MU $PLTR 等一長串股票,沒有具體觀點。

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Reasoning: Not tagged by analyst

MU No stance2026-10-08 20:11 HKTOriginal post ↗

Mostly red arrows as rates continue higher and oil stays elevated. $SPX recently hit 7844, but the tape feels tired under the surface. Key support is 7763–7727ish; if that area holds, momentum can stay intact. If it breaks, the tape can get sloppy fast.

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Reasoning: Technicals Specific

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

Open the interactive page (with chart)