Micron Technology, Inc. (MU) — Position Hub · Vaapad Capital

MU

Technology

Micron Technology, Inc.

Position closedPosition fully closed — last exit 08. Juni 26.· held 3 days

A retrospective, descriptive note on holding status — not investment advice. Live weight, entry and P&L stay in the sections below (subscriber-gated).

Current positionSubscribers

No current live-book snapshot for MU in this environment.

Weight, entry and P&L are read from the reconciled brokerage snapshot with a LIVE/STALE/FALLBACK/SHADOW freshness ribbon. When MU is an open position in the founder's book, the figures render here for subscribers; otherwise this stays an honest empty state rather than showing fabricated numbers.

Price history & my trades

Arrows mark the founder's own executed buys (up) and sells (down) — aggregated per day, volume-weighted price.

The thesis

No public thesis published for MU yet.

The public thesis is drawn from the founder's published field notes. When a public note tagging MU goes live, its thesis anchors this section. Subscriber-only notes are listed below as locked teasers — their content is never surfaced here.

Why it moved today

MU rose +7.62% versus its prior close (last 892.67 vs prior close 829.5) (as of 2026-08-05 05:32 UTC). The market was pre at the time of this quote. This is a descriptive record of the move — not a forecast or a recommendation.

Rewards

MU gives the book Technology exposure — see how that sits in the overall sector mix.
MU has 3 fully round-tripped call(s) on the public ledger — every one scored, winners and losers.

Risks

MU is a single, concentrated position in one founder's personal book — single-name risk, not a diversified fund.
Past performance is not a reliable indicator of future results. Everything on this page is retrospective disclosure, not investment advice.

Position scorecard

70avg / 100

Track record

Fundamentals

Valuation multiples

Market cap: $1.01T
Enterprise value: $988.53B
P / E (TTM)Price to trailing earnings: 18.76x
P / E (fwd)Price to forward earnings: 5.74x
P / BPrice to book value: 10.01x
P / S (TTM)Price to trailing sales: 11.17x

Conviction history

Trimming08. Juni 26
Trimmed position
72 @ 898.92 USD
Exited08. Juni 26
Exited position
10 @ 898.92 USD
Trimming08. Juni 26
Trimmed position
3 @ 899 USD

Position history

11 fillsNet 0 unitsBought 258Sold 25804. Juni 26 → 08. Juni 26

Date	Action	Qty	Price	Value	Running net
08. Juni 26	SELL	10	898.92 USD	8,989.2 USD	0
08. Juni 26	SELL	72	898.92 USD	64,722.24 USD	10
08. Juni 26	SELL	3	899 USD

MU on the Call Ledger

Closed	Dir	Entry → Exit	Hold	Return
08. Juni 26	LONG	885.97 → 898.925 USD	0d	+1,46%
05. Juni 26	LONG	855.6 → 861.5 USD	0d	+0,69%
05. Juni 26	SHORT	992.655 → 959.89 USD	0d	+3,30%

Field notes mentioning MU

No field notes mention MU yet.

This page is a retrospective, descriptive disclosure of a single position in the founder's personal trading account — reconciled against IBKR Flex. Not investment advice and not a solicitation to buy or sell any security. Weight, entry and P&L are stamped with the data-freshness state; live figures may lag. Past performance is not a reliable indicator of future results.

MU