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Signal dossier · Q4 2025
MU
Micron Technology · Technology
HoldLens verdict · single −100..+100 scale
BUY
Score: +23 / +100
WEAK BUY
1 tracked manager buying with 1 on a 2+ quarter streak. MODERATE signal.
Unified ConvictionScore · −100..+100
Smart money + insider + track record + trend + concentration + contrarian − dissent − crowding
+23
Buy component
+23
Dissent penalty
−0
Unanimity bonus
+5
Quality differential
+0
Info density
+5
Buyers / Sellers
1 / 0
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Multi-quarter conviction
Managers who have been moving the same direction on MU for 2+ consecutive quarters. Streaks matter far more than single-quarter moves — they reveal thesis conviction, not reactive trading.
Consecutive-quarter BUYERS
Smart money activity
Every tracked 13F move on MU — grouped by quarter, ranked by manager quality.
Smart money activity
3 buys · 0 sells across tracked 13F filings
Net signal: STRONG BUY
Q4 2025(1 move)
| Portfolio manager | % portfolio |
|---|---|
Pabrai Investment Funds | 27.10% |
Q3 2025(2 moves)
| Portfolio manager | % portfolio |
|---|---|
Fairfax Financial | 7.40% |
Pabrai Investment Funds | 24.60% |
Insider activity
What the company's own executives and directors are doing — buys are highly bullish.
Latest news
Recent headlines for MU — context for the moves above.
Current ownership
2 tracked superinvestors currently hold MU as a top position.
| Manager | % Portfolio |
|---|---|
| Mohnish Pabrai Cyclical bet on memory recovery. | 24.6% |
| Prem Watsa Semi cycle bet. | 7.4% |
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HoldLens Signal combines multi-factor recommendation scoring with live prices, multi-quarter trend detection, and real-time news. Not investment advice. Methodology.