Micron Earnings Are Good Enough, For Now (Rating Upgrade)

Micron Technology, Inc. ( MU ) reported fiscal Q1 '26 on Wednesday after the bell, and the stock was up around 3% on the print alone but extended gains after the earnings call and wasI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve arou ...