{"slug":"mu-june-2026-deep-dive","qid":"peer_basket","label":"June side by side: the memory/storage basket, NVDA, and SPY","post_title":"MU: The Biggest Tape of June 2026","post_url":"/blog/mu-june-2026-deep-dive#q-peer_basket","columns":["ticker","june_return_pct","vs_mu_pct_points","rth_dollar_bn","pct_of_top_turnover"],"rows":[{"ticker":"SNDK","june_return_pct":31.3,"vs_mu_pct_points":17.3,"rth_dollar_bn":381.6,"pct_of_top_turnover":38.3},{"ticker":"INTC","june_return_pct":27.5,"vs_mu_pct_points":13.5,"rth_dollar_bn":272.4,"pct_of_top_turnover":27.4},{"ticker":"WDC","june_return_pct":19.1,"vs_mu_pct_points":5.1,"rth_dollar_bn":105.1,"pct_of_top_turnover":10.6},{"ticker":"MU","june_return_pct":14,"vs_mu_pct_points":0,"rth_dollar_bn":995.7,"pct_of_top_turnover":100},{"ticker":"SPY","june_return_pct":-1.2,"vs_mu_pct_points":-15.2,"rth_dollar_bn":771.5,"pct_of_top_turnover":77.5},{"ticker":"NVDA","june_return_pct":-7.4,"vs_mu_pct_points":-21.4,"rth_dollar_bn":523,"pct_of_top_turnover":52.5}],"shape":"table","sql":"WITH (\n    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\n    FROM global_markets.delayed_stocks_minute_aggs\n    WHERE ticker = 'MU' AND window_start >= toDateTime('2026-06-01 00:00:00') AND window_start < toDateTime('2026-07-01 00:00:00')\n) AS mu_return\nSELECT ticker,\n    round(june_return_pct, 1) AS june_return_pct,\n    round(june_return_pct - mu_return, 1) AS vs_mu_pct_points,\n    rth_dollar_bn,\n    round(100 * rth_dollar_bn / max(rth_dollar_bn) OVER (), 1) AS pct_of_top_turnover\nFROM (\n    SELECT ticker,\n        (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,\n        round(sumIf(toFloat64(close) * toFloat64(volume), (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199) / 1e9, 1) AS rth_dollar_bn\n    FROM global_markets.delayed_stocks_minute_aggs\n    WHERE ticker IN ('MU', 'SNDK', 'WDC', 'INTC', 'NVDA', 'SPY')\n      AND window_start >= toDateTime('2026-06-01 00:00:00') AND window_start < toDateTime('2026-07-01 00:00:00')\n    GROUP BY ticker\n)\nORDER BY june_return_pct DESC","computed_at":"2026-07-13T06:26:50.189841+00:00","elapsed":0.004510305}