Optionality

mixed — net cash and huge FCF, but a rising slice earmarked to US megafabs + CHIPS commitments; capex-cyclical

high confidence · as of 2026-07-26 · about Micron

Sourced figures 1

stockanalysis.com MU cash-flow + board.yaml TTM FCF $26.2B vs capex $25.3B; net cash $19.6B; CHIPS-tied US buildout
2026-05 high

the working

Threads 2

Memory Squeeze developing
CXMT IPO open

A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Micron.