Voices on Micron
Why people invest, in their words, next to the SEC numbers.
Voices · third-party opinions, not SEC data
Not investment advice. They could be wrong or outdated. See the original source and date; the view may have changed.
3 of 56 Voices · Deutsch
MUMichael BurryInvestorSep 28, 2026Skeptical
Our summary: Burry said he is moving his AI-bust timelines up and swapped his Micron short into June puts around a $500 strike to add leverage.
“Fundamentally, I am moving timelines up”
Substack post, via CNBC ›
Details ⓘ
- Speaker
- Michael Burry, Cassandra Unchained
- Role
- Investor
- Source
- CNBC
- Format
- Newsletter
- Date
- Sep 28, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Sep 28, 2026; the view may have changed.
MUJim CramerInvestorAug 17, 2026Invests
Our summary: Cramer said AI demand and supply discipline have changed the memory industry and that Micron could double again absent a data-center slowdown.
“I think Micron can double again before the boom comes to an end”
CNBC article ›
Details ⓘ
- Speaker
- Jim Cramer, CNBC Investing Club
- Role
- Investor
- Source
- CNBC
- Format
- News article
- Date
- Aug 17, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Aug 17, 2026; the view may have changed.
MUWilliam de GaleInvestorMay 25, 2026Skeptical
Our summary: De Gale warned memory remains a boom-and-bust industry and that claims the cycle is gone typically come just before a downturn.
“In the long run it's a pretty dreadful industry”
CNBC article ›
Details ⓘ
- Speaker
- William de Gale, BlueBox Asset Management
- Role
- Investor
- Source
- CNBC
- Format
- News article
- Date
- May 25, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on May 25, 2026; the view may have changed.
Correction or removal request: hello@hollsteen.com · never used for numbers or citations.