Micron Technology Inc (MU) — the peer cohort
As of 2026-11-10 — scores re-bake nightly. Cohort = shared Closelooknet index membership first, then sector. Diary readings, not advice.
Micron Technology Inc ranks 2 of 16 in its cohort on the Closelooknet composite (70/100) — the cohort is led by Sandisk Corp at 72/100.
| Name | Composite | Momentum | Quality | Valuation | Signal | Off 52w high |
|---|---|---|---|---|---|---|
| MU Micron Technology Inc | 70 | 45 | 95 | 69 | info | 41.6% |
| SNDK Sandisk Corp | 72 | 45 | 96 | 78 | info | 51.1% |
| TSM Taiwan Semiconductor Manufacturing | 68 | 52 | 88 | 71 | info | 20.3% |
| 005930.KS Samsung Electronics Co Ltd | 67 | 29 | 75 | 85 | bull | 46.9% |
| 000660.KS SK Hynix Inc | 67 | 23 | 94 | 83 | bull | 59.4% |
| 3017.TW Asia Vital Components Co Ltd | 65 | 66 | 73 | 29 | bull | 24.6% |
| APH Amphenol Corporation | 64 | 69 | 72 | 38 | bull | 10.3% |
| ASML ASML Holding N.V. New York Registry Shares | 63 | 44 | 87 | 34 | info | 24.3% |
| NVDA NVIDIA Corporation | 63 | 39 | 94 | 41 | info | 26.6% |
| AMD Advanced Micro Devices Inc | 61 | 74 | 54 | 23 | bull | 22.8% |
| 3653.TW Jentech Precision Industrial Co Ltd | 61 | 85 | 73 | 7 | bull | 22.2% |
| TXN Texas Instruments Incorporated | 61 | 66 | 84 | 30 | bull | 11.5% |
| NDSN Nordson Corporation | 60 | 79 | 70 | 31 | bull | 4.5% |
| ALAB Astera Labs, Inc. | 56 | 42 | 76 | 11 | bull | 56.6% |
| MPWR Monolithic Power Systems Inc | 54 | 40 | 73 | 20 | bull | 19% |
| AVGO Broadcom Inc | 53 | 24 | 88 | 35 | info | 35.5% |
Scores are relative readings across the Closelooknet coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.
FAQ · from the current data · as of 2026-11-10
Quick answers
Who are Micron Technology Inc's peers in the Closelooknet universe?
The cohort is drawn from shared Closelooknet index membership first, then sector: Sandisk Corp (SNDK), Taiwan Semiconductor Manufacturing (TSM), Samsung Electronics Co Ltd (005930.KS), SK Hynix Inc (000660.KS), Asia Vital Components Co Ltd (3017.TW), Amphenol Corporation (APH), ASML Holding N.V. New York Registry Shares (ASML), NVIDIA Corporation (NVDA) and others, as of 2026-11-10.
How does MU score against its peers?
Micron Technology Inc's composite reads 70/100, ranking 2 of 16 in its cohort as of 2026-11-10; the cohort's highest composite is Sandisk Corp at 72/100. Closelooknet scores are research diary readings, not ratings or advice.
Mentioned on Closelooknet
Where MU appears in the diary — 88 pieces, newest first. Every link is our own writing.
Long reads
- Where to Invest in the AI Chip Constraint Chain
28× Trail P/E 24× Fwd P/E 0.59 PEG Micron Technology MU · $417 Watch → Buy Constraint play: HBM market share gainer, 21% → 25%+ Micron is the Western world's only HBM producer.
- AI Economy — Three Futures for 2030, and the One the Model Leaves Out
- Situational Awareness — Crushed While Correct
- Micron Beat — and This Time the Market Didn't Sell the Peak
We have flagged MU's instability for weeks: it catches roughly three times the Nasdaq on up-days, with the same machinery running in reverse on down-days.
- Micron: The Print That Now Prices the AI Trade
MU on the Closelook stock-detail page — a year ago it traded below $100.
- Macro Regime — Money Temperature
- AI Bull Market — The 2026 Verification Phase
March 18 Micron (MU) — Memory (HBM) Guidance on inventory build is the definitive gauge for AI chip volume.
- Market Structure — Structural Awareness in an Asynchronous Market
Pure Price Action Dual-Layer Signals No News / No Sentiment Layer 2 Bespoke Indices Turn Movement into Meaning Functional Regrouping The standard "Semiconductor" bucket (GICS) throws ON, IFX, VRT, AMKR, TER, MU, WDC into one container.
101 and glossary
- AI Infrastructure Outlook 2026: Layers, Risks, and Positioning
Key Companies ASML ★ Sentinel ASML Layer 1 — High-NA ramp MU ★ Sentinel Micron Layer 2 — HBM pricing signal ANET Arista Layer 3 — networking underappreciated NVDA NVIDIA Layer 4 — Blackwell ramp but priced in SNOW Snowflake Layer 5 …
- Memory Wall & HBM Economics: The Next AI Constraint
Key Companies MU ★ Sentinel Micron Sentinel Ticker — HBM pricing as demand signal 000660.KS SK Hynix HBM market leader — NVIDIA preferred supplier 005930.KS Samsung HBM laggard — recovery trajectory is key variable
- Sentinel Tickers: ASML, Advantest, and Micron as Semiconductor Cycle Indicators
Key Companies ASML ★ Sentinel ASML Lithography monopoly — EUV order book as CapEx indicator ADVT ★ Sentinel Advantest ATE leader — testing volume as production ramp signal MU ★ Sentinel Micron Memory cycle — HBM pricing as AI demand…
- Strategic Authority Investment: Reading the Jensen Huang Roadmap
Forward watchlist: LITE, COHR, FN (optical), MU (memory), VRT, GEV (power), PSTG, NTAP, WDC (storage).
- The 6-Layer Model: How Closelooknet Maps the AI Supply Chain
Key Companies ASML ★ Sentinel ASML Layer 1 — Silicon MU ★ Sentinel Micron Layer 2 — Memory ANET Arista Layer 3 — Networking NVDA NVIDIA Layer 4 — Compute SNOW Snowflake Layer 5 — Data Platforms
- Why Functional Indices Beat Cap-Weighted Semiconductor ETFs
Key Companies ASML ★ Sentinel ASML Lithography monopoly — EUV & High-NA ADVT ★ Sentinel Advantest Testing bottleneck — ATE market leader MU ★ Sentinel Micron Memory cycle — HBM & DDR5 BESI BE Semi Hybrid bonding — advanced packaging VRT…
Dailies
- Inflation — Prices Rise 0.4%, the 10-Year Yield Hits 5% and Nvidia Slides Another 6%
- Chips — Up 6% Without Nvidia: AMD Jumps 11%, Broadcom 8%, Nvidia Slides 6%
- AI Builders — Chips Bounce 4%, AMD Jumps 10% and IREN 20% After a Strong Jobs Report
- AI Build-Out — Chip Stocks Sink 8%, Nasdaq Drops 4% and the Fear Gauge Jumps 43%
- Midterms — Dow Jumps 2.3% and Apple Hits a Record; Data-Center Power Stocks Sink Up to 15%
- Oil — Brent −6.5% on Iran Talks Lifts Stocks; Amazon +5%, Oracle −6% on a $20 Billion Raise
- Fed — rates on hold, two officials wanted a hike; Vertiv +15%, Flex +9%, Micron +4%
- Rubin — A Tradable Bottom May Be in Place
Related in the Closelooknet universe
same Closelooknet index seat first, then Semiconductors. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.
- SNDK Sandisk Corp
- TSM Taiwan Semiconductor Manufacturing
- 005930.KS Samsung Electronics Co Ltd
- 000660.KS SK Hynix Inc
- 3017.TW Asia Vital Components Co Ltd
- APH Amphenol Corporation
- ASML ASML Holding N.V. New York Registry Shares
- NVDA NVIDIA Corporation
- AMD Advanced Micro Devices Inc
- 3653.TW Jentech Precision Industrial Co Ltd
- TXN Texas Instruments Incorporated
- NDSN Nordson Corporation
- ALAB Astera Labs, Inc.industry
- MPWR Monolithic Power Systems Incindustry
- AVGO Broadcom Incindustry
- MELE.BR Melexis NVindustry
- SIMO Silicon Motion Technologyindustry
- NOD.OL Nordic Semiconductor ASAindustry
- QRVO Qorvo Incindustry
- NXPI NXP Semiconductors NVindustry