Public Company · Hardware
Micron
HardwarePublic CompanyBoise
50/100
↗ +0 (7d)
Executive summary
Micron's Signal Score sits almost exactly at the methodology's neutral baseline, balancing a strongly positive earnings setup — consensus Q4 revenue near $51B (versus $11.31B a year earlier) and an HBM memory backlog of $100B in take-or-pay contracts — against investor Michael Burry's disclosed short position against Micron alongside Oracle and Nebius.
Timeline
Sep 30
Heads into Q4 FY2026 earnings with Wall Street modeling roughly 350% revenue growth to near $51B (from $11.31B a year earlier) and HBM output sold out through 2027, backed by roughly $100B in take-or-pay contracts and $22B in customer deposits and letters of credit.
Oct 1
Investor Michael Burry discloses short positions against Micron alongside Oracle and Nebius, framing the AI-infrastructure trade broadly as overextended.