Strasmore Research
Deep Dives · Matt ConnorBy Matt Connor · · Updated 2026-07-25

MU: mkanda mkubwa zaidi Juni 2026 Micron

Micron Juni 2026: 995.7 bilioni dola za mauzo ya saa za kawaida, tape first kwenye soko, huku bei za Juni zikipoa hadi 14 asilimia.

Micron ilitumia nusu ya kwanza ya mwaka 2026 kukagua bei kwa nguvu — na mwezi Juni bei ilipoa huku soko likiendelea kwa mwendo sawa. MU ilifunga Juni kwa $1151.01, ikiwa juu kwa 14% — mwezi wake mtulivu zaidi tangu Februari, baada ya Mei yenye 89.8% — huku $995.7 bilioni za mauzo yake ya saa za kawaida zikiipa nafasi first kwenye soko lote la Marekani, mbele ya SPY yenyewe. Kwa kupima siku kwa siku pia ulikuwa mwezi wenye mabadiliko makubwa zaidi katika nusu hiyo (127.6% kwa mwaka): utulivu ni udanganyifu wa mwisho. Hizi ni risiti za Juni — soko, faili za wiki ya mapato, mabadiliko, washindani, spread, chaguo, short, na mwelekeo wa miezi sita. Kila nambari ni swala lililohifadhiwa; panua paneli yoyote kwa SQL yake.

Mwezi katika safu moja

UlizaJedwali la Juni la MU: kufungua, kufunga, viwango vya juu na chini, mauzo, na risiti zake
SQL halisi nyuma ya kila namba
WITH
    (
        SELECT count() FROM global_markets.delayed_stocks_minute_aggs
        WHERE ticker = 'SPY'
          AND window_start >= toDateTime('2026-06-19 00:00:00') AND window_start < toDateTime('2026-06-20 00:00:00')
    ) AS spy_jun19,
    (
        SELECT max(toFloat64(high)) FROM global_markets.delayed_stocks_minute_aggs
        WHERE ticker = 'MU'
          AND window_start >= toDateTime('2026-06-01 00:00:00') AND window_start < toDateTime('2026-07-01 00:00:00')
    ) AS hi,
    (
        SELECT min(toFloat64(low)) FROM global_markets.delayed_stocks_minute_aggs
        WHERE ticker = 'MU'
          AND window_start >= toDateTime('2026-06-01 00:00:00') AND window_start < toDateTime('2026-07-01 00:00:00')
    ) AS lo
SELECT
    round(argMinIf(toFloat64(open), window_start, (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199), 2) AS month_open,
    round(argMaxIf(toFloat64(close), window_start, (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199), 2) AS month_close,
    round((argMaxIf(toFloat64(close), window_start, (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199) / argMinIf(toFloat64(open), window_start, (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199) - 1) * 100, 1) AS month_return_pct,
    round(hi, 2) AS month_high,
    formatDateTime(toTimeZone(minIf(window_start, toFloat64(high) >= hi - 0.011), 'America/New_York'), '%Y-%m-%d %H:%i') AS month_high_first_bar_et,
    round(lo, 2) AS month_low,
    formatDateTime(toTimeZone(minIf(window_start, toFloat64(low) <= lo + 0.011), 'America/New_York'), '%Y-%m-%d %H:%i') AS month_low_first_bar_et,
    round(minIf(toFloat64(low), (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199) - lo, 2) AS rth_minus_extended_low,
    round(toFloat64(sum(volume)) / 1e9, 2) AS month_shares_bn,
    round(sumIf(toFloat64(close) * toFloat64(volume), (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199) / 1e9, 1) AS rth_dollar_bn,
    uniqExact(toDate(toTimeZone(window_start, 'America/New_York'))) AS session_days_observed,
    spy_jun19 AS spy_bars_june19
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker = 'MU'
  AND window_start >= toDateTime('2026-06-01 00:00:00') AND window_start < toDateTime('2026-07-01 00:00:00')

Muda wa mwezi ulikuwa mkubwa kwa jina la ukubwa huu: kuanzia $850.1 chini (2026-06-05 16:34 ET) hadi $1255 juu (2026-06-25 09:35 ET) — pana kuliko mwaka mzima wa hisa nyingi. Juni 19 ilikuwa kufungwa kwa soko zima (0 baa za SPY), kwa hivyo mwezi ulikimbia vikao 21.

Juni dhidi ya mwelekeo wa miezi sita

Je, 14% ni kubwa? Kwa ticker hii, katika nusu hii, ilikuwa ya utulivu. Paneli hukokotoa upya kila mwezi kwa namna ileile, moja kwa moja.

UlizaMU mwezi kwa mwezi, kukokotwa moja kwa moja: faida, kufunga, na mauzo ya saa za kawaida
SQL halisi nyuma ya kila namba
SELECT toString(toStartOfMonth(toDate(toTimeZone(window_start, 'America/New_York')))) AS period_start,
    round((argMaxIf(toFloat64(close), window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) / argMinIf(toFloat64(open), window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) - 1) * 100, 1) AS month_return_pct,
    round(argMaxIf(toFloat64(close), window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959), 2) AS month_close,
    round(sumIf(toFloat64(close) * toFloat64(volume), (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) / 1e9, 1) AS rth_dollar_bn
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker = 'MU'
  AND window_start >= toDateTime('2026-01-01 00:00:00') AND window_start < toDateTime('2026-07-01 00:00:00')
GROUP BY period_start
ORDER BY period_start

Mwelekeo: 40.5% mwezi Januari, 0% tambarare mwezi Februari, -15.9% mwezi Machi ikionyesha kiwango cha chini cha nusu mwaka ($337.62), kisha 48.4% mwezi Aprili na 89.8% mwezi Mei — $414.73 hadi $1151.01 ndani ya miezi sita. Mauzo yalipanda pamoja nayo: $235.8 bilioni mwezi Januari hadi $995.7 bilioni mwezi Juni. Mabadiliko ya bei mwezi Juni yalikuwa madogo zaidi tangu Februari; mauzo ya Juni yalikuwa makubwa zaidi katika kipindi hicho.

Bei ilipoa. Tetezi halikupoa.

Je, miezi 14% ni utulivu? Tetezi lililotambulika — mabadiliko ya kufunga siku hadi siku, yaliyowekwa kwa mwaka — linasoma Juni kwa namna tofauti kabisa.

UlizaMU kwa mwezi: tete iliyotambulika kwa mwaka, wastani wa mwendo wa kikao, mabadiliko makubwa zaidi ya siku moja
SQL halisi nyuma ya kila namba
SELECT
    toString(toStartOfMonth(et_date)) AS period_start,
    round(stddevSamp(log_ret) * sqrt(252) * 100, 1) AS realized_vol_ann_pct,
    round(100 * stddevSamp(log_ret) / max(stddevSamp(log_ret)) OVER (), 1) AS pct_of_peak_vol,
    round(avg(day_range_pct), 1) AS avg_day_range_pct,
    round(max(abs(day_move_pct)), 1) AS biggest_day_move_pct,
    count() AS return_days
FROM (
    SELECT et_date, day_range_pct,
        if(prev_close > 0, ln(close_usd / prev_close), NULL) AS log_ret,
        if(prev_close > 0, (close_usd / prev_close - 1) * 100, NULL) AS day_move_pct
    FROM (
        SELECT et_date, close_usd, day_range_pct,
            lagInFrame(close_usd) OVER (ORDER BY et_date ASC ROWS BETWEEN 1 PRECEDING AND CURRENT ROW) AS prev_close
        FROM (
            SELECT toDate(toTimeZone(window_start, 'America/New_York')) AS et_date,
                argMaxIf(toFloat64(close), window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) AS close_usd,
                (maxIf(toFloat64(high), (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) / minIf(toFloat64(low), (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) - 1) * 100 AS day_range_pct
            FROM global_markets.delayed_stocks_minute_aggs
            WHERE ticker = 'MU'
              AND window_start >= toDateTime('2026-01-01 00:00:00') AND window_start < toDateTime('2026-07-01 00:00:00')
            GROUP BY et_date
        )
    )
)
WHERE isFinite(log_ret) AND log_ret IS NOT NULL
GROUP BY period_start
ORDER BY period_start

Juni ilikuwa mwezi mkali zaidi wa nusu mwaka kwa kipimo hiki: 127.6% kwa mwaka, hata ikizidi 101.4% ya Mei, na wastani wa mwendo wa siku 7.6% na mabadiliko moja ya kufunga hadi kufunga ya 15.8%. Mwisho wake ulikuwa mtulivu; siku za kati hazikuwa hivyo.

Kikao kwa kikao

UlizaVikao 21: kufunga, mabadiliko ya kufunga hadi kufunga, kiasi cha siku nzima
SQL halisi nyuma ya kila namba
SELECT et_date, close_usd,
    round(if(prev_close = 0, NULL, (close_usd / prev_close - 1) * 100), 1) AS change_pct,
    shares_m
FROM (
    SELECT et_date, close_usd, shares_m,
           lagInFrame(close_usd) OVER (ORDER BY et_date ASC ROWS BETWEEN 1 PRECEDING AND CURRENT ROW) AS prev_close
    FROM (
        SELECT toDate(toTimeZone(window_start, 'America/New_York')) AS et_date,
            round(argMaxIf(toFloat64(close), window_start, (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199), 2) AS close_usd,
            round(toFloat64(sum(volume)) / 1e6, 1) AS shares_m
        FROM global_markets.delayed_stocks_minute_aggs
        WHERE ticker = 'MU'
          AND window_start >= toDateTime('2026-06-01 00:00:00') AND window_start < toDateTime('2026-07-01 00:00:00')
        GROUP BY et_date
    )
)
ORDER BY et_date

Jedwali linabadilika kwa nguvu pande zote mbili — kutoka $1034.83 mnamo 2026-06-01 kupitia misukosuko hadi $1151.01 katika kikao cha mwisho. Hiki ndicho kinachofichwa na "+14% kwa mwezi": sehemu za mwisho pekee ndizo zilikuwa tulivu. Safu nzito zaidi ziko katika wiki ya mapato — zimewekwa karibu.

Je, mabadiliko hayo yalilingana na robo iliyoripotiwa?

Yanaweza kuwekewa tarehe — nyaraka za MU za Juni kutoka kwa fahirisi ya SEC yenyewe, pamoja na kile ambacho soko lilifanya katika tarehe hizo.

UlizaMawasilisho ya Juni ya MU kwa SEC na kikao kilichofuata 8-K ya robo mwaka
SQL halisi nyuma ya kila namba
WITH
    (
        SELECT maxIf(filing_date, form_type = '8-K')
        FROM global_markets.stocks_sec_edgar_index
        WHERE cik = '0000723125' AND filing_date >= toDate('2026-06-01') AND filing_date <= toDate('2026-06-30')
    ) AS last_8k_date,
    (
        SELECT minIf(filing_date, form_type = '10-Q')
        FROM global_markets.stocks_sec_edgar_index
        WHERE cik = '0000723125' AND filing_date >= toDate('2026-06-01') AND filing_date <= toDate('2026-06-30')
    ) AS tenq_date,
    (
        SELECT (count(), countIf(form_type = '8-K'), countIf(form_type = '4'))
        FROM global_markets.stocks_sec_edgar_index
        WHERE cik = '0000723125' AND filing_date >= toDate('2026-06-01') AND filing_date <= toDate('2026-06-30')
    ) AS filing_census,
    (
        SELECT toDate(toTimeZone(min(window_start), 'America/New_York'))
        FROM global_markets.delayed_stocks_minute_aggs
        WHERE ticker = 'MU'
          AND window_start >= toDateTime('2026-06-01 00:00:00') AND window_start < toDateTime('2026-07-01 00:00:00')
          AND toFloat64(high) >= (
              SELECT max(toFloat64(high)) FROM global_markets.delayed_stocks_minute_aggs
              WHERE ticker = 'MU' AND window_start >= toDateTime('2026-06-01 00:00:00') AND window_start < toDateTime('2026-07-01 00:00:00')
          ) - 0.011
    ) AS month_high_date
SELECT
    toString(last_8k_date) AS earnings_8k_filed,
    if(last_8k_date = toDate('2026-06-24'), 1, 0) AS eightk_on_jun24,
    toString(tenq_date) AS tenq_filed,
    dateDiff('day', last_8k_date, tenq_date) AS days_8k_to_10q,
    filing_census.1 AS june_filings_total,
    filing_census.2 AS eightk_filings,
    filing_census.3 AS form4_filings,
    round((anyIf(close_usd, et_date = toDate('2026-06-25')) / anyIf(close_usd, et_date = toDate('2026-06-24')) - 1) * 100, 1) AS next_session_move_pct,
    round(anyIf(shares_m, et_date = toDate('2026-06-25')), 1) AS next_session_shares_m,
    round(anyIf(shares_m, et_date = toDate('2026-06-25')) - maxIf(shares_m, et_date != toDate('2026-06-25')), 1) AS shares_lead_over_next_busiest_m,
    if(month_high_date = toDate('2026-06-25'), 1, 0) AS month_high_on_jun25
FROM (
    SELECT toDate(toTimeZone(window_start, 'America/New_York')) AS et_date,
        argMaxIf(toFloat64(close), window_start, (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199) AS close_usd,
        toFloat64(sum(volume)) / 1e6 AS shares_m
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker = 'MU'
      AND window_start >= toDateTime('2026-06-01 00:00:00') AND window_start < toDateTime('2026-07-01 00:00:00')
    GROUP BY et_date
)

Ripoti ya MU ya robo mwaka ya 8-K imewekwa tarehe 2026-06-24, 10-Q 1 siku nyuma yake (8 Juni nyaraka, 3 Form 4 za watu wa ndani). Kikao cha soko baada ya tarehe ya 8-K kilifunga 15.8% juu zaidi kwa hisa milioni 77.2 — kiwango kikubwa zaidi cha mwezi, 5.9 milioni zaidi ya kikao cha pili kwa shughuli nyingi — na kiwango cha juu cha mwezi cha $1255 kilichapishwa kikao hicho hicho (2026-06-25 09:35 ET; safu ya makubaliano inathibitisha ulinganifu). Mpangilio huo ndio uchunguzi; ukurasa huu unaishia hapo.

Hadithi ya Micron, au hadithi ya kumbukumbu?

Je, wengine katika kundi la kumbukumbu na uhifadhi walisogea pia? Kikapu kimewekwa na kutangazwa: majina matatu ya uhifadhi ambayo habari za Juni ziliyachora pamoja na MU zaidi, pamoja na NVDA na SPY kama viwango.

UlizaJuni bega kwa bega: kikapu cha kumbukumbu/hifadhi, NVDA, na SPY
SQL halisi nyuma ya kila namba
WITH (
    SELECT (argMaxIf(toFloat64(close), window_start, (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199) / argMinIf(toFloat64(open), window_start, (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199) - 1) * 100
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker = 'MU' AND window_start >= toDateTime('2026-06-01 00:00:00') AND window_start < toDateTime('2026-07-01 00:00:00')
) AS mu_return
SELECT ticker,
    round(june_return_pct, 1) AS june_return_pct,
    round(june_return_pct - mu_return, 1) AS vs_mu_pct_points,
    rth_dollar_bn,
    round(100 * rth_dollar_bn / max(rth_dollar_bn) OVER (), 1) AS pct_of_top_turnover
FROM (
    SELECT ticker,
        (argMaxIf(toFloat64(close), window_start, (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199) / argMinIf(toFloat64(open), window_start, (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199) - 1) * 100 AS june_return_pct,
        round(sumIf(toFloat64(close) * toFloat64(volume), (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199) / 1e9, 1) AS rth_dollar_bn
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker IN ('MU', 'SNDK', 'WDC', 'INTC', 'NVDA', 'SPY')
      AND window_start >= toDateTime('2026-06-01 00:00:00') AND window_start < toDateTime('2026-07-01 00:00:00')
    GROUP BY ticker
)
ORDER BY june_return_pct DESC

Ilikuwa ni harakati ya kumbukumbu — na MU ilichelewa nyuma yake. SNDK ilipanda 31.3%, INTC 27.5%, WDC 19.1% — kila jina la uhifadhi lilimshinda MU kwa 5.1 hadi 17.3 pointi — huku SPY na NVDA zikifunga Juni chini. Tofauti ya MU: mauzo yake yanazidi kila safu hapa.

Ticker kubwa zaidi kwenye tape

UlizaOrodha nzima ya soko la Marekani iliyoorodheshwa kwa kiasi cha dola cha Juni 2026 cha saa za kawaida (orodha moja ya alama iliyotumiwa tena imetengwa ikisubiri uthibitisho wa chombo)
SQL halisi nyuma ya kila namba
SELECT ticker,
    round(sum(toFloat64(volume) * toFloat64(close)) / 1e9, 1) AS regular_hours_dollar_bn,
    round(100 * sum(toFloat64(volume) * toFloat64(close)) / max(sum(toFloat64(volume) * toFloat64(close))) OVER (), 1) AS pct_of_leader
FROM global_markets.delayed_stocks_minute_aggs
WHERE window_start >= toDateTime('2026-06-01 00:00:00') AND window_start < toDateTime('2026-07-01 00:00:00')
  AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199
  AND ticker NOT IN ('SPCX')
GROUP BY ticker
ORDER BY regular_hours_dollar_bn DESC
LIMIT 10
UlizaRisiti ya cheo: nafasi ya MU, uongozi wake juu ya jina linalofuata, na msingi
SQL halisi nyuma ya kila namba
WITH (
    SELECT sum(toFloat64(volume) * toFloat64(close))
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker = 'MU'
      AND window_start >= toDateTime('2026-06-01 00:00:00') AND window_start < toDateTime('2026-07-01 00:00:00')
      AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199
) AS mu_d
SELECT
    countIf(d > mu_d AND ticker != 'MU') + 1 AS mu_rank,
    round(mu_d / 1e9, 1) AS mu_dollar_bn,
    round((mu_d - maxIf(d, d < mu_d AND ticker != 'MU')) / 1e9, 1) AS lead_over_next_bn
FROM (
    SELECT ticker, sum(toFloat64(volume) * toFloat64(close)) AS d
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE window_start >= toDateTime('2026-06-01 00:00:00') AND window_start < toDateTime('2026-07-01 00:00:00')
      AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199
      AND ticker NOT IN ('SPCX')
    GROUP BY ticker
)

MU iliorodheshwa first kati ya kila alama iliyoorodheshwa Marekani kwa kiasi cha dola cha saa za kawaida za Juni — $995.7 bilioni, $224.3 bilioni mbele ya SPY iliyokuwa ya pili. Kampuni moja kufanya biashara zaidi ya mfuko mkuu wa fahirisi kwa mwezi mzima ni muundo adimu wa tape; sehemu za wiki ya mapato na wenzao hapo juu zina muktadha wake. Msingi: Juni 1–30 saa za kawaida, orodha moja ya alama iliyotumika tena ikitengwa kwa kusubiri uthibitishaji wa chombo (risiti zake)). Mtazamo wa soko zima uko kwenye muhtasari wa Juni.

Kile ambacho tape ilitengenezwa nacho

UlizaTape nzima ya MU katika safu moja: chapa, ukubwa wa chapa, na sensa ya nukuu
SQL halisi nyuma ya kila namba
WITH
    (
        SELECT (round(count() / 1e6, 2),
                round(100.0 * countIf(bid_price > 0 AND ask_price > 0 AND ask_price > bid_price) / count(), 2),
                countIf(bid_price > 0 AND ask_price > 0 AND ask_price < bid_price),
                countIf(bid_price <= 0 OR ask_price <= 0))
        FROM global_markets.cache_stocks_quotes
        WHERE ticker = 'MU'
          AND sip_timestamp >= toDateTime64('2026-06-01 00:00:00', 9) AND sip_timestamp < toDateTime64('2026-07-01 00:00:00', 9)
    ) AS quote_census
SELECT
    round(count() / 1e6, 2) AS prints_m,
    quantileDeterministic(0.5)(toFloat64(size), toUInt64(abs(sequence_number))) AS median_print_shares,
    round(avg(toFloat64(size)), 1) AS avg_print_shares,
    round(100.0 * countIf(size < 100) / count(), 1) AS odd_lot_pct_of_prints,
    round(100.0 * countIf(toFloat64(size) != round(toFloat64(size))) / count(), 2) AS fractional_pct_of_prints,
    quote_census.1 AS nbbo_updates_m,
    quote_census.2 AS clean_two_sided_pct,
    quote_census.3 AS crossed_updates,
    quote_census.4 AS one_sided_or_empty_updates
FROM global_markets.stocks_trades
WHERE ticker = 'MU'
  AND sip_timestamp >= toDateTime64('2026-06-01 00:00:00', 9) AND sip_timestamp < toDateTime64('2026-07-01 00:00:00', 9)

35.17 milioni prints kwa wastani wa 8 hisa — na 91.7% odd lots, mojawapo ya tape zilizogawanywa zaidi kwa rejareja tulizozipima (NVDA's Juni ilikuwa chini kwa kiasi kikubwa; uchambuzi wake wa kina una paneli mbili). Kwa bei ya hisa yenye tarakimu nne, "round lot" ni pesa nyingi, kwa hivyo prints ndogo hutawala kwa muundo; fractional prints (9.04%) zinaelekeza njia ileile. Sehemu ya quote: 19.64 milioni sasisho za NBBO, 99.86% safi za pande mbili, 16963 zilizovuka, 78 za upande mmoja au tupu — zilizofichuliwa, hazikuachwa.

Kuenea wakati wa upangaji upya wa bei

Hisa iliyokaribia kurudi mara tatu katika robo moja inaleta swali la kuenea kwa njia tofauti: je, bado ilinukuliwa kwa uthabiti wakati bei ilipopata kiwango kipya?

UlizaMwanya kwa kikao: wastani wa senti na pointi za msingi katika saa za kawaida
SQL halisi nyuma ya kila namba
SELECT session,
    round(quantileDeterministicIf(0.5)(toFloat64(ask_price) - toFloat64(bid_price), toUInt64(toUnixTimestamp64Micro(sip_timestamp)), bid_price > 0 AND ask_price >= bid_price) * 100, 1) AS med_spread_cents,
    round(quantileDeterministicIf(0.5)((toFloat64(ask_price) - toFloat64(bid_price)) / ((toFloat64(ask_price) + toFloat64(bid_price)) / 2) * 10000, toUInt64(toUnixTimestamp64Micro(sip_timestamp)), bid_price > 0 AND ask_price >= bid_price), 2) AS med_spread_bps,
    count() AS quote_updates,
    countIf(NOT (bid_price > 0 AND ask_price > 0 AND ask_price >= bid_price)) AS invalid_dropped
FROM global_markets.cache_stocks_quotes
WHERE ticker = 'MU'
  AND sip_timestamp >= toDateTime64('2026-06-01 13:30:00', 9) AND sip_timestamp < toDateTime64('2026-07-01 00:00:00', 9)
  AND (toHour(sip_timestamp) * 60 + toMinute(sip_timestamp)) BETWEEN 810 AND 1199
GROUP BY toDate(toTimeZone(sip_timestamp, 'America/New_York')) AS session
ORDER BY session

Kwa pointi za msingi, kuenea kulibaki kwa kiwango cha kitaasisi katika mwendo wote: 3.96 bps tarehe 2026-06-01, 4.19 bps kwenye kikao cha mwisho — safu ya senti inafuatilia takriban kiwango cha bei yenyewe. Kwa maelezo ya kiufundi, tazama maelezo ya kuenea.

Chaguzi: kitabu cha pande mbili

UlizaSoko la chaguo la MU katika safu moja: jumla, muda wa kuisha, mgawanyiko wa put/call
SQL halisi nyuma ya kila namba
SELECT
    round(count() / 1e6, 2) AS prints_m,
    uniqExact(ticker) AS distinct_contracts,
    round(sum(size) / 1e6, 2) AS contracts_traded_m,
    round(sum(toFloat64(price) * size) * 100 / 1e9, 2) AS premium_notional_busd,
    round(toFloat64(sumIf(size, substring(ticker, 11, 1) = 'P')) / toFloat64(sumIf(size, substring(ticker, 11, 1) = 'C')), 2) AS month_put_call_ratio,
    uniqExact(substring(ticker, 5, 6)) AS expiries_traded,
    round(intDiv(toUInt32OrZero(substring(argMax(ticker, sz), 12, 8)), 1000), 0) AS busiest_strike_usd
FROM (
    SELECT ticker, price, size, sum(size) OVER (PARTITION BY ticker) AS sz
    FROM global_markets.options_trades
    WHERE startsWith(ticker, 'O:MU') AND length(ticker) = 19
      AND sip_timestamp >= toDateTime64('2026-06-01 00:00:00', 9) AND sip_timestamp < toDateTime64('2026-07-01 00:00:00', 9)
)

16.76 mamilioni ya mikataba katika 11789 mikataba tofauti, kwa $77.13 bilioni kwa malipo — na kitabu kilikuwa cha pande mbili: uwiano wa put/call wa mwezi ulikuwa 0.99, kimsingi usawa (NVDA ya Juni ilikuwa na mwelekeo wa call nyingi; linganisha). Usawa karibu wakati wa urekebishaji mkali ni soko la chaguzi likigawanyika pande zote za mwendo — data inaonyesha mgawanyiko, si nia.

UlizaMahali mikataba ilipotua: kiasi cha call na put kwa kikundi cha strike
SQL halisi nyuma ya kila namba
SELECT
    concat('$', toString(toUInt32(bucket))) AS strike_bucket,
    call_contracts,
    put_contracts,
    round(100.0 * put_contracts / (call_contracts + put_contracts), 1) AS put_share_pct
FROM (
    SELECT
        least(floor(toFloat64(toUInt32OrZero(substring(ticker, 12, 8))) / 1000 / 100) * 100, 1500) AS bucket,
        toUInt64(sumIf(size, substring(ticker, 11, 1) = 'C')) AS call_contracts,
        toUInt64(sumIf(size, substring(ticker, 11, 1) = 'P')) AS put_contracts
    FROM global_markets.options_trades
    WHERE startsWith(ticker, 'O:MU') AND length(ticker) = 19
      AND sip_timestamp >= toDateTime64('2026-06-01 00:00:00', 9) AND sip_timestamp < toDateTime64('2026-07-01 00:00:00', 9)
    GROUP BY bucket
)
ORDER BY toUInt32OrZero(substring(strike_bucket, 2))

Ramani ya strike inaenea katika safu ambayo ingekuwa ya kipuuzi Januari — kiasi halisi kutoka kwenye kundi la $0 hadi dari ya $1500+, alama ya umbali ambao msingi ulisogea. Je, kumiliki mwendo huo kuligharimu kiasi gani? Bei ya kikao cha mwisho cha mwezi inaweka thamani yake:

UlizaBei ya mwisho wa mwezi ya mwendo: straddle ya mwisho ya at-the-money ya Juni
SQL halisi nyuma ya kila namba
WITH (
    SELECT argMaxIf(toFloat64(close), window_start, (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199)
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker = 'MU' AND window_start >= toDateTime('2026-06-30 00:00:00') AND window_start < toDateTime('2026-07-01 00:00:00')
) AS spot
SELECT
    toString(any(expiry)) AS nearest_expiry,
    dateDiff('day', toDate('2026-06-30'), any(expiry)) AS calendar_days_to_expiry,
    round(spot, 2) AS spot_close,
    argMin(strike_usd, (dist, strike_usd)) AS atm_strike,
    round(argMin(call_last + put_last, (dist, strike_usd)), 2) AS straddle_usd,
    round(argMin(call_last + put_last, (dist, strike_usd)) / spot * 100, 2) AS straddle_pct_of_spot,
    count() AS two_sided_strikes
FROM (
    SELECT expiry, strike_usd, abs(strike_usd - spot) AS dist,
        anyIf(last_px, opt_type = 'C') AS call_last,
        anyIf(last_px, opt_type = 'P') AS put_last
    FROM (
        SELECT
            toDateOrNull(concat('20', substring(ticker, 5, 2), '-', substring(ticker, 7, 2), '-', substring(ticker, 9, 2))) AS expiry,
            substring(ticker, 11, 1) AS opt_type,
            toFloat64(toUInt32OrZero(substring(ticker, 12, 8))) / 1000 AS strike_usd,
            argMax(toFloat64(price), (sip_timestamp, toFloat64(price))) AS last_px
        FROM global_markets.options_trades
        WHERE startsWith(ticker, 'O:MU') AND length(ticker) = 19
          AND sip_timestamp >= toDateTime64('2026-06-30 00:00:00', 9) AND sip_timestamp < toDateTime64('2026-07-01 00:00:00', 9)
        GROUP BY expiry, opt_type, strike_usd
    )
    WHERE expiry > toDate('2026-06-30')
    GROUP BY expiry, strike_usd
    HAVING countIf(opt_type = 'C') > 0 AND countIf(opt_type = 'P') > 0
)
WHERE expiry = (
    SELECT min(toDateOrNull(concat('20', substring(ticker, 5, 2), '-', substring(ticker, 7, 2), '-', substring(ticker, 9, 2))))
    FROM global_markets.options_trades
    WHERE startsWith(ticker, 'O:MU') AND length(ticker) = 19
      AND sip_timestamp >= toDateTime64('2026-06-30 00:00:00', 9) AND sip_timestamp < toDateTime64('2026-07-01 00:00:00', 9)
      AND toDateOrNull(concat('20', substring(ticker, 5, 2), '-', substring(ticker, 7, 2), '-', substring(ticker, 9, 2))) > toDate('2026-06-30')
)

Kufikia kufungwa kwa Juni 30, muda wa mwisho uliokaribia ulikuwa 2 siku za kalenda nje; jozi ya at-the-money — call pamoja na put kwenye strike ya $1150 — ilifanya biashara ya mwisho kwa $69.95 kwa pamoja: 6.08% ya bei ya hisa ya $1151.01. Mnunuzi alihitaji mwendo wa ukubwa huo, upande wowote, ndani ya siku hizo 2 ili kuvunja usawa — Juni iliisha bado ikiwa na bei ya mwendo mkubwa.

Mtiririko wa habari

UlizaMakala ya Juni yaliyowekwa tagi ya MU: kiasi, sehemu ya mchapishaji mkuu, tagi za pamoja
SQL halisi nyuma ya kila namba
WITH
    (
        SELECT (JSONExtractString(any(publisher), 'name'), count())
        FROM global_markets.stocks_news
        WHERE has(tickers, 'MU')
          AND published_utc >= toDateTime('2026-06-01 00:00:00') AND published_utc < toDateTime('2026-07-01 04:00:00')
        GROUP BY JSONExtractString(publisher, 'name') ORDER BY count() DESC LIMIT 1
    ) AS top_pub
SELECT
    count() AS june_articles,
    uniqExact(JSONExtractString(publisher, 'name')) AS publishers,
    top_pub.1 AS top_publisher,
    round(100.0 * top_pub.2 / count(), 0) AS top_publisher_pct,
    countIf(has(tickers, 'NVDA')) AS nvda_co_articles,
    countIf(has(tickers, 'SNDK')) AS sndk_co_articles,
    countIf(has(tickers, 'INTC')) AS intc_co_articles
FROM global_markets.stocks_news
WHERE has(tickers, 'MU')
  AND published_utc >= toDateTime('2026-06-01 00:00:00') AND published_utc < toDateTime('2026-07-01 04:00:00')

195 makala yenye lebo ya MU kutoka kwa 4 wachapishaji — soma kwa mashaka, The Motley Fool pekee ndiye aliyeandika 59% kati yao. Lebo-shirikishi zinaunda hadithi ya semiconductor: NVDA katika 86 makala, SNDK katika 32, INTC katika 21. Ilikuwa inahusu nini? Lebo za makala za mchapishaji mwenyewe zinaelezea msamiati bila kuukubali:

UlizaMada za chanjo ya Juni ya MU: tagi za makala za mtoa huduma, zilizohesabiwa
SQL halisi nyuma ya kila namba
SELECT keyword, count() AS articles,
    round(100.0 * count() / (SELECT count() FROM global_markets.stocks_news WHERE has(tickers, 'MU') AND published_utc >= toDateTime('2026-06-01 00:00:00') AND published_utc < toDateTime('2026-07-01 04:00:00')), 1) AS pct_of_articles
FROM global_markets.stocks_news
ARRAY JOIN keywords AS keyword
WHERE has(tickers, 'MU')
  AND published_utc >= toDateTime('2026-06-01 00:00:00') AND published_utc < toDateTime('2026-07-01 04:00:00')
GROUP BY keyword
ORDER BY articles DESC, keyword ASC
LIMIT 10

"AI infrastructure" inaongoza kwa 49 ya 195 makala, huku "memory chips", "DRAM" na "high-bandwidth memory" zikiwa nyuma yake — msamiati wa kumbukumbu ya AI, unaoripotiwa kama hesabu za lebo, si kama maelezo.

Vifupi vimepungua — na pengo la ufunikaji linabaki

UlizaKiasi kifupi cha nje ya ubadilishaji cha FINRA: chanjo ya Juni ya MU na sehemu iliyowekwa alama fupi
SQL halisi nyuma ya kila namba
SELECT toString(date) AS d,
    round(toFloat64(any(short_volume)) / 1e6, 2) AS short_shares_m,
    round(100 * toFloat64(any(short_volume)) / toFloat64(any(total_volume)), 1) AS short_pct_of_offexchange
FROM global_markets.stocks_short_volume
WHERE ticker = 'MU' AND date >= toDate('2026-06-01') AND date <= toDate('2026-06-30')
GROUP BY date
ORDER BY date

Kwanza kuhusu ufunikaji: faili ya MU ya kiasi cha mauzo mafupi ya Juni ina 16 kati ya 21 vikao — zaidi ya kukatwa kwa soko zima tarehe 29 Juni, safu kadhaa za MU hazipo kabisa — kwa hivyo hakuna uwiano wa kiwango cha mwezi unaokokotolewa; safu za kila siku ni halisi, mapungufu yamebainishwa.

UlizaJozi ya makazi ya Juni: riba fupi ya katikati ya mwezi na mwisho wa mwezi
SQL halisi nyuma ya kila namba
SELECT
    toString(maxIf(settlement_date, settlement_date <= toDate('2026-06-20'))) AS mid_june_settlement,
    round(toFloat64(maxIf(short_interest, settlement_date <= toDate('2026-06-20'))) / 1e6, 2) AS mid_june_shares_short_m,
    toString(maxIf(settlement_date, settlement_date > toDate('2026-06-20'))) AS eom_settlement,
    round(toFloat64(maxIf(short_interest, settlement_date > toDate('2026-06-20'))) / 1e6, 2) AS eom_shares_short_m,
    round((toFloat64(maxIf(short_interest, settlement_date <= toDate('2026-06-20'))) - toFloat64(maxIf(short_interest, settlement_date > toDate('2026-06-20')))) / 1e6, 2) AS decline_m_shares,
    round(toFloat64(maxIf(short_interest, settlement_date > toDate('2026-06-20'))) / toFloat64(maxIf(avg_daily_volume, settlement_date > toDate('2026-06-20'))), 2) AS eom_days_to_cover
FROM global_markets.stocks_short_interest
WHERE ticker = 'MU' AND settlement_date >= toDate('2026-06-01') AND settlement_date <= toDate('2026-06-30')

Jozi ya makazi imekamilika: 41.59 milioni hisa fupi katika makazi ya 2026-06-15 zilipungua hadi 31.67 milioni kufikia 2026-06-30 — kupungua kwa 9.92 milioni hisa katika nusu ya pili, nusu iliyokuwa na wiki ya mapato. Nafasi ya mwisho wa mwezi ni sawa na 0.53 siku za wastani wa kiasi — ndogo kwa hili la soko. Ukurasa huu ulisafirishwa kwa mara ya kwanza ukiwa na chapisho hilo likisubiri (ucheleweshaji ni wa kawaida); nambari iliyo hapo juu ni kuwasili kwake.

Misingi ya msingi chini ya taarifa

Je, taarifa za kampuni yenyewe zinaonyesha nini? Tahadhari moja: mfuatano huu unakuja nyuma ya kalenda ya uwasilishaji — safu mpya zaidi inatangulia 10-Q ya Juni, kwa hivyo mwelekeo ndio kielelezo, si makali ya mbele.

UlizaRobo sita za mwisho za MU zilizoripotiwa kwenye faili: mapato, faida halisi, EPS iliyopunguzwa
SQL halisi nyuma ya kila namba
SELECT quarter_end, revenue_bn,
    round(100 * revenue_bn / max(revenue_bn) OVER (), 1) AS pct_of_peak_revenue,
    net_income_bn, diluted_eps
FROM (
    SELECT toString(period_end) AS quarter_end,
        round(toFloat64(revenue) / 1e9, 2) AS revenue_bn,
        round(toFloat64(net_income_loss_attributable_common_shareholders) / 1e9, 2) AS net_income_bn,
        round(toFloat64(diluted_earnings_per_share), 2) AS diluted_eps
    FROM global_markets.stocks_income_statements
    WHERE has(tickers, 'MU') AND timeframe = 'quarterly'
    ORDER BY period_end DESC
    LIMIT 6
)
ORDER BY quarter_end ASC

Katika robo sita zilizorekodiwa, mapato yanaanzia $7.75 bilioni (2024-08-29) hadi $13.64 bilioni (2025-11-27) — safu mpya zaidi ndio kilele cha dirisha — pamoja na $5.24 bilioni faida halisi na $4.6 EPS iliyopunguzwa katika robo hiyo. Si mstari ulionyooka, lakini dirisha linaisha kwenye kiwango chake cha juu.

Nini cha kuangalia kutoka hapa

Ukweli wa kalenda pekee: makazi ya riba fupi yanayofuata yanakuja katikati ya Julai, yakichapishwa kwa ucheleweshaji wa kawaida wa FINRA; robo iliyowasilishwa Juni inakuwa safu ya misingi mara tu mlisho wa muuzaji unapokamilika; na mkanda wa Julai unapata matibabu haya katika toleo linalofuata la mfululizo.

Maswali Yanayoulizwa Mara kwa Mara

Kwa nini hisa ya MU ilisogea sana mnamo Juni 2026?

Ukurasa huu unapima badala ya kuelezea: MU ilifanya biashara kati ya $850.1 na $1255; 8-K ya robo mwaka imetarikiwa 2026-06-24, na kikao kilichofuata kikipanda 15.8% kwa kiasi kikubwa zaidi cha mwezi huo; kikapu chote cha kumbukumbu kilihamia njia ile ile katika kipindi hicho.

MU ilikuwa na tete kiasi gani mnamo Juni 2026?

Mwezi wenye tete zaidi katika nusu yake: 127.6% ya tete iliyotambuliwa kwa mwaka na 7.6% ya wastani wa mwendo wa kikao, dhidi ya faida ya mwisho hadi mwisho ya 14% tu.

Je, mwendo wa MU wa Juni ulikuwa wa kampuni maalum au wa sekta nzima?

Sekta nzima, huku MU ikiwa nyuma kati ya wale waliofaidika: SNDK ilipanda 31.3% na kila jina la uhifadhi lilishinda 14% ya MU, wakati SPY na NVDA zilifunga chini. Tofauti ya MU ilikuwa mauzo: $995.7 bilioni, kubwa zaidi kwenye kikapu.

Je, riba fupi ya MU ni kubwa?

Ndogo ikilinganishwa na biashara yake yenyewe: 31.67 milioni hisa katika makazi ya 2026-06-30 — takriban 0.53 siku za wastani wa kiasi cha kufunika, ikishuka 9.92 milioni kutoka katikati ya Juni. Riba fupi daima huchapishwa kwa kuchelewa kwa makazi.

Je, uwiano wa put/call wa MU unamaanisha nini?

Uwiano wa Juni wa 0.99 unamaanisha kwamba puts na calls zilifanya biashara kwa kiasi karibu sawa — soko la pande mbili, si dau la upande mmoja. Chini ya moja inasoma kuelekea call (Juni ya NVDA ilifanya hivyo), juu ya moja inaelekea put.

Maelezo ya data

Maelezo kamili ya data
  • Huluki. MU ni Micron Technology, Inc., CIK 0000723125 — utambulisho mmoja endelevu wa EDGAR; hakuna vikwazo vya kutumia tena alama.
  • Ufunikaji wa kiasi cha short. Faili ya Juni inajumuisha 16 kati ya 21 vikao (kukatwa kwa Juni 29 pamoja na kutokuwepo kwa MU); uwiano unaonyeshwa kwa siku pekee.
  • Kikundi cha wenza. SNDK, WDC, INTC — vitambulisho vya mara kwa mara vya uhifadhi katika mtiririko wa habari za MU mwezi Juni — pamoja na NVDA na SPY kama viwango; vimetajwa mwanzoni, kamwe havijakusanywa baada ya ukweli.
  • Uchanganuzi wa chaguo. Muda wa mwisho/aina/bei ya strike imechanganuliwa upya kutoka kwa alama ya OCC (nafasi 5/11/12); malipo yanachukua kizidishi cha hisa 100.
  • Mbinu ya straddle. Bei za MWISHO ZILIZOBIADILISHWA (si nukuu) kwenye strike iliyo karibu na kufunga kwa mwisho, tarehe ya mwisho iliyo karibu baada ya mwisho wa mwezi — risiti ya biashara, si tete inayotokana na mfano.
  • Ucheleweshaji wa misingi. Mtiririko wa taarifa ya mapato unafuata kalenda ya uwasilishaji; safu yake mpya zaidi ya MU inatangulia Juni 10-Q — muktadha wa mwelekeo pekee.
  • Kufungwa kwa Juni 19 kumethibitishwa na risiti ya alama ya sifuri ya SPY.
  • Vipande vya spread havijumuishi nukuu zilizovuka/za upande mmoja, na hesabu za kuacha zinaonyeshwa kwenye safu.
  • Muktadha wa soko zima — alama hii ikiwa juu ya ubao wa viongozi wa tepu nzima — iko katika muhtasari wa Juni 2026.

Mbinu

  • Kipindi ni Juni 1–30, 2026 (21 vikao, vilivyothibitishwa kutoka kwa pau zilizozingatiwa). Marejesho ni kuanzia ufunguzi wa kwanza wa saa za kawaida hadi kufunga kwa mwisho kwa saa za kawaida; Juni iko kabisa katika EDT, kwa hivyo saa za kawaida ni 13:30–20:00 UTC kama mipaka ghafi. Paneli za nyuma zinajumuisha miezi ya EST na hutumia kichujio cha saa za Mashariki badala yake.
  • Ugeuzi uliotambuliwa = sampuli ya mkengeuko wa kawaida wa marejesho ya logi ya kufunga-juu-kufunga ya kila siku (kufunga kwa saa za kawaida), yaliyowekwa mwaka kwa mzizi wa mraba wa 252; marejesho ya kwanza ya mwezi yanavuka mpaka wa mwezi na yanahesabiwa katika mwezi unaofuata.
  • Ulinganisho wa nyuma hukokotoa upya moja kwa moja, kamwe kutoka kwa thamani iliyohifadhiwa.
  • Uzalishaji ni wa kundi pekee kupitia njia iliyozuiliwa ya kusoma tu; ukurasa wa umma kamwe haujiulizi moja kwa moja. Ghala kufikia Julai 12, 2026.

Kila paneli ni kitu kimoja kilichohifadhiwa — chati, jedwali, SQL. Chukua swali lolote zaidi kwenye terminal ya Strasmore.

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