Profile
Industry: Semiconductors
Sector: Technology
Theme: Artificial intelligence
5-Year shareholder growth: +23.2%/year
Estimated fair value: $74
Valuation assumption: 20 x annual R&D
Insider ownership: 0.24%
Transaction log
Dec 15, 2025 - Bought 100 MUD @ $7.02 (0.27% wtg, portfolio insurance)
Dec 29, 2025 - Bought 100 MUD @ $5.83 (0.44% wtg)
Micron Technology
Location: Boise, Idaho
Estimated fair value history
Aug-25 - $66 (20 x R&D)
Nov-25 - $74
History
