Cramer is touting Micron's fab buildout while DRAM supply stays tight, keeping the memory maker squarely in the AI capacity trade.
to this moonscape: Micron Manufacturing Might!! https://t.co/nCtcaeaiIL
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Micron Technology :
MU
MU
Stock Data
$927.26
$16.83 (1.85%)
Asset Type
Common Stock
Exchange
NASDAQ
Currency
USD
Country
USA
Sector
TECHNOLOGY
Industry
SEMICONDUCTORS
Micron Technology Inc is a global leader in memory and storage solutions, offering a wide range of products under the Micron and Crucial brands. Founded in 1978 and based in Boise, Idaho, the company specializes in dynamic random access memory, non-volatile storage devices, and other semiconductor technologies. Micron caters to various markets, including cloud servers, enterprise systems, graphics, networking, automotive, and mobile devices. It sells its products through direct sales, distributors, and online channels, serving both consumer and industrial needs with its innovative technologies.
Latest Activity
Portfolio concentrationLeopold AschenbrennerSituational Awareness
77.3%in the top 5 names · 23 long positions disclosed
- SNDKSANDISK CORP28%
- MUMICRON TECHNOLOGY INC27.5%
- BEBLOOM ENERGY CORP9.4%
- TSMTAIWAN SEMICONDUCTOR MANUFAC6.2%
- NBISNEBIUS GROUP N.V.6.1%
As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.
Leopold Aschenbrenner's Situational Awareness had 77.3% of its long book in five names as of June 30, with memory alone accounting for more than half. That is the portfolio behind the roughly $15 billion hit Jane Street took in July, disclosed only now and before the forced sale to Citadel.
Portfolio concentrationGavin BakerAtreides Management
49.6%in the top 5 names · 46 long positions disclosed
- SPACE EXPLORATION TECHN CORP32.6%
- MUMICRON TECHNOLOGY INC5.7%
- CEREBRAS SYSTEMS INC4.8%
- ALABASTERA LABS INC4.1%
- CIENCIENA CORP2.4%
As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.
Gavin Baker's Atreides Management had nearly half its disclosed long book in five names as of June 30, with a third of it in one private company, SpaceX. The rest is a straight AI infrastructure bet: Micron memory, Cerebras chips, Astera Labs connectivity and Ciena optics.
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