Tuesday, March 17, 2026

So, What's Really Going On With Micron? March 17, 2026

Locator: 50241MICRO.

Updates

Later, after the close, March 17, 2026: rose $20 today (4.5%) and held its gains after hours, gaining another $2.13.

Original Post 

Barron's: link here

Ticker: Micron

  • six months: up 180%
  • one year: up 360% 

Ticker: BRK-B (has morphed into a mediocre -- at best -- mutual fund)

  • six months: absolutely flat
  • one year: down 6%

Data point: Jensen Huang says he anticipates chip revenue to reach $1 trillion. To put this in perspective, the pharmaceutical industry considers a blockbuster drug to be on that has a billion dollars in sales. Nvidia? $1 trillion.

Now, Micron, link here. Be sure to read the complete thread. 

From yesterday

Chips are tracked here. There have been major updates in the past week with regard to Nvidia, AMD, Micron, and Apple.