{ "ticker": "MU", "reference_close": "2026-09-23", "analysis_path": "data/analyses-data/MU.json", "analysis_sha256": "269e628b3cb2990b007d3e443eb4e83e4bcc598a3f8db2157b4c75b5e3ebfb45", "claims": [ { "path": "meta.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/meta.date" }, { "path": "meta.dateDisplay", "value": "24 septembre 2026", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/meta.dateDisplay" }, { "path": "meta.version", "value": 3, "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/values/meta/version" }, { "path": "meta.levelsCloseDate", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/meta.levelsCloseDate" }, { "path": "meta.description", "value": "Micron à cinq séances de ses résultats : des marges record, un prix de la mémoire verrouillé par contrat. Dossier au close du 23 septembre 2026, aucun plan actif.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/meta.description" }, { "path": "meta.ogDescription", "value": "Micron : marge brute de 84,6 %, prévision de 50 Md$ et publication le 30 septembre ; aucun ordre avant les résultats.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/meta.ogDescription" }, { "path": "meta.lastMcpRefresh", "value": "2026-09-24T17:11:44.035176038Z", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/meta.lastMcpRefresh" }, { "path": "meta.levelsVerifiedAt", "value": "2026-09-24T17:11:44.035176038Z", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/meta.levelsVerifiedAt" }, { "path": "meta.statusHistory.0.at", "value": "2026-09-24T17:11:44.035176038Z", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.at" }, { "path": "meta.statusHistory.0.note", "value": "refonte v3 du 24 septembre : publication du 30 septembre dans l’horizon, niveaux du 27 août archivés", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.note" }, { "path": "meta.statusHistory.0.close", "value": 1071.88, "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/values/meta/statusHistory/0/close" }, { "path": "header.price", "value": 1071.88, "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/values/header/price" }, { "path": "header.changePct", "value": -2.215005108743251, "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/values/header/changePct" }, { "path": "header.badges.0.text", "value": "AUCUN PLAN — RÉSULTATS LE 30 SEPTEMBRE", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/header.badges.0.text" }, { "path": "header.metrics.marketCap", "value": "1,21 T$", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/header.metrics.marketCap" }, { "path": "header.metrics.volume", "value": "21,6 M", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/header.metrics.volume" }, { "path": "header.metrics.evEbitda", "value": "17,4×", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/header.metrics.evEbitda" }, { "path": "verdict.score", "value": 60, "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/values/verdict/score" }, { "path": "verdict.summary", "value": "Micron gagne aujourd’hui plus d’argent par dollar vendu que presque toute l’industrie des semi-conducteurs : marge brute GAAP de 84,6 % au troisième trimestre, 41,46 Md$ de revenus et une prévision de 50,0 Md$ pour le quatrième. Le titre a pris +15,7 % en cinq séances, du 16 au 23 septembre, et clôture à 1071,88 $. Le point qui compte est ailleurs : les nouveaux accords clients fixent un plafond de prix proche du marché du printemps 2026, en échange d’un plancher et de volumes garantis. Micron échange une partie de la hausse contre de la durée. Les résultats tombent le 30 septembre après la clôture, dans cinq séances. En juin, la publication avait fait +15,7 % sur la seule séance du 25 juin, même ampleur par coïncidence, puis le titre avait perdu 41 % en cinq semaines depuis son plus haut du 25 juin. Aucun ordre avant la publication.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/verdict.summary" }, { "path": "verdict.whyBuy.0", "value": "La marge brute GAAP atteint 84,6 % au troisième trimestre, contre 37,7 % un an plus tôt, sur 41,46 Md$ de revenus.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/verdict.whyBuy.0" }, { "path": "verdict.whyBuy.1", "value": "La prévision du quatrième trimestre vise 50,0 Md$ de revenus et environ 86 % de marge brute.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/verdict.whyBuy.1" }, { "path": "verdict.whyBuy.3", "value": "La dette a été ramenée à 5,7 Md$ après 9,38 Md$ de remboursements en neuf mois, contre 30,2 Md$ de trésorerie et placements.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/verdict.whyBuy.3" }, { "path": "verdict.whyAvoid.0", "value": "Les résultats du 30 septembre tombent dans cinq séances : en juin, la réaction a atteint +15,7 % le 25 juin avant une baisse de 41 % en cinq semaines.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.0" }, { "path": "verdict.whyAvoid.1", "value": "Le plafond de prix des accords stratégiques, proche du marché du printemps 2026, limite ce que Micron captera si les prix au comptant continuent de monter.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.1" }, { "path": "verdict.whyAvoid.2", "value": "Le consensus de bénéfice par action, 31,58 $, se situe au-dessus du milieu de la fourchette ajustée de la société : la barre est haute.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.2" }, { "path": "verdict.whyAvoid.3", "value": "Le titre a pris +15,7 % en cinq séances, du 16 au 23 septembre, juste avant la publication : une partie de la bonne nouvelle est déjà payée.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.3" }, { "path": "verdict.controlChecklist.0.evidence", "value": "Série quotidienne certifiée au close du 23 septembre, source de repli documentée.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.0.evidence" }, { "path": "verdict.controlChecklist.1.statusLabel", "value": "Résultats le 30 septembre", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.statusLabel" }, { "path": "verdict.controlChecklist.1.evidence", "value": "Date donnée par deux calendriers de données, après la clôture selon l’un d’eux, sans annonce de Micron dans ses dépôts. Période de précaution du 25 septembre au 1er octobre : pas de nouvelle position autour des résultats.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.evidence" }, { "path": "verdict.controlChecklist.2.evidence", "value": "Accords en prendre-ou-payer décrits dans le 10-Q, avec plafond et plancher de prix.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.evidence" }, { "path": "business.overview", "value": "

Micron fabrique de la mémoire : des puces DRAM, dont la mémoire à haute bande passante (HBM) montée à côté des processeurs d’IA, et des puces NAND pour le stockage. Au troisième trimestre de l’exercice 2026, clos le 28 mai, le chiffre d’affaires a atteint 41,46 Md$, contre 23,86 Md$ au trimestre précédent et 9,30 Md$ un an plus tôt. La HBM4 est en livraison à grand volume pour la plateforme du principal client.

La hausse vient surtout du prix. Selon le 10-Q, les ventes de DRAM ont progressé de 343 % sur un an, avec des prix moyens en hausse d’environ 260 % et des volumes en hausse d’environ 20 %. La demande dépasse ce que l’industrie peut produire, et Micron répartit son offre entre clients.

Les accords clients stratégiques changent la nature du titre. Ils sont en prendre-ou-payer, sur plusieurs années, avec des volumes fermes. Les plus gros fixent un plafond de prix proche du marché du deuxième trimestre civil 2026 et un plancher sur toute la durée. Micron dit attendre, même au plancher, des marges supérieures aux pics de tous les cycles passés. Le titre devient moins cyclique à la baisse, mais aussi moins explosif à la hausse.

", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/business.overview" }, { "path": "business.segments.0.revenue", "value": "13,77 Md$ au trimestre", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/business.segments.0.revenue" }, { "path": "business.segments.0.pct", "value": "33 %", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/business.segments.0.pct" }, { "path": "business.segments.0.description", "value": "Marge opérationnelle de 78 %.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/business.segments.0.description" }, { "path": "business.segments.1.revenue", "value": "11,52 Md$ au trimestre", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/business.segments.1.revenue" }, { "path": "business.segments.1.pct", "value": "28 %", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/business.segments.1.pct" }, { "path": "business.segments.1.description", "value": "Marge opérationnelle de 83 %.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/business.segments.1.description" }, { "path": "business.segments.2.revenue", "value": "11,52 Md$ au trimestre", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/business.segments.2.revenue" }, { "path": "business.segments.2.pct", "value": "28 %", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/business.segments.2.pct" }, { "path": "business.segments.2.description", "value": "Marge opérationnelle de 86 %.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/business.segments.2.description" }, { "path": "business.segments.3.revenue", "value": "4,63 Md$ au trimestre", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/business.segments.3.revenue" }, { "path": "business.segments.3.pct", "value": "11 %", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/business.segments.3.pct" }, { "path": "business.segments.3.description", "value": "Marge opérationnelle de 75 %.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/business.segments.3.description" }, { "path": "business.sourceRefs.0.name", "value": "Micron 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.name" }, { "path": "business.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/723125/000072312526000013/a2026q3ex991-pressrelease.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.url" }, { "path": "business.sourceRefs.0.date", "value": "2026-06-24", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.date" }, { "path": "business.sourceRefs.1.name", "value": "Micron 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.name" }, { "path": "business.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/723125/000072312526000015/mu-20260528.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.url" }, { "path": "business.sourceRefs.1.date", "value": "2026-06-25", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.date" }, { "path": "business.coverageMatrix.1.decision", "value": "Communiqué du 24 juin et 10-Q ; publication du 30 septembre donnée par deux calendriers de données, non annoncée par Micron dans ses dépôts.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/business.coverageMatrix.1.decision" }, { "path": "business.coverageMatrix.2.decision", "value": "Structure des accords stratégiques lue dans le 10-Q ; volumes sous contrat non publiés.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/business.coverageMatrix.2.decision" }, { "path": "news.0.date", "value": "2026-06-24", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/news.0.date" }, { "path": "news.0.title", "value": "Troisième trimestre : 41,46 Md$ et 84,6 % de marge brute", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/news.0.title" }, { "path": "news.0.detail", "value": "Le titre a pris +15,7 % le lendemain, jusqu’au plus haut historique, avant de reculer fortement en juillet.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/news.0.detail" }, { "path": "news.0.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/723125/000072312526000013/a2026q3ex991-pressrelease.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/news.0.sourceUrl" }, { "path": "news.1.date", "value": "2026-06-25", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/news.1.date" }, { "path": "news.1.title", "value": "Le 10-Q détaille les accords clients à prix plancher", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/news.1.title" }, { "path": "news.1.detail", "value": "Des volumes fermes sur plusieurs années, en échange d’un plafond de prix proche du marché du printemps 2026 pour les plus gros contrats.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/news.1.detail" }, { "path": "news.1.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/723125/000072312526000015/mu-20260528.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/news.1.sourceUrl" }, { "path": "news.2.date", "value": "2026-06-25", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/news.2.date" }, { "path": "news.2.title", "value": "9,38 Md$ de dette remboursés en neuf mois", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/news.2.title" }, { "path": "news.2.detail", "value": "La dette tombe à 5,7 Md$ : le bilan n’est plus un sujet, la trésorerie dépasse largement l’endettement.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/news.2.detail" }, { "path": "news.2.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/723125/000072312526000015/mu-20260528.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/news.2.sourceUrl" }, { "path": "fundamentals.rows.0.value", "value": "41,46 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.value" }, { "path": "fundamentals.rows.0.signal", "value": "Contre 9,30 Md$ un an plus tôt", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.signal" }, { "path": "fundamentals.rows.1.value", "value": "84,6 %", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.value" }, { "path": "fundamentals.rows.1.signal", "value": "Contre 37,7 % un an plus tôt", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.signal" }, { "path": "fundamentals.rows.2.value", "value": "28,24 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.value" }, { "path": "fundamentals.rows.2.signal", "value": "24,67 $ par action diluée", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.signal" }, { "path": "fundamentals.rows.3.value", "value": "50,0 Md$ ± 1,0 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.value" }, { "path": "fundamentals.rows.3.signal", "value": "Marge brute d’environ 86 %", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.signal" }, { "path": "fundamentals.rows.4.value", "value": "30,2 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.value" }, { "path": "fundamentals.rows.4.signal", "value": "Y compris trésorerie soumise à restrictions, fin mai 2026", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.signal" }, { "path": "fundamentals.rows.5.value", "value": "10 %", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.value" }, { "path": "fundamentals.rows.5.signal", "value": "Contre 17 % sur l’exercice 2025", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.signal" }, { "path": "fundamentals.rows.6.value", "value": "90,3 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.value" }, { "path": "fundamentals.rows.6.signal", "value": "Douze mois glissants au 28 mai 2026 (XBRL SEC)", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.signal" }, { "path": "fundamentals.rows.7.value", "value": "68,3 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.value" }, { "path": "fundamentals.rows.7.signal", "value": "Résultat opérationnel + amortissements, douze mois au 28 mai 2026", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.signal" }, { "path": "fundamentals.rows.8.value", "value": "50,5 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.value" }, { "path": "fundamentals.rows.8.signal", "value": "Douze mois glissants au 28 mai 2026", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.signal" }, { "path": "fundamentals.rows.9.value", "value": "26,2 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.value" }, { "path": "fundamentals.rows.9.signal", "value": "Flux d’exploitation moins investissements industriels, douze mois au 28 mai 2026", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.signal" }, { "path": "fundamentals.rows.10.metric", "value": "Dette au 28 mai 2026", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.metric" }, { "path": "fundamentals.rows.10.value", "value": "5,7 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.value" }, { "path": "fundamentals.rows.10.signal", "value": "Dette courante et à long terme, bilan du 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.signal" }, { "path": "fundamentals.rows.11.value", "value": "17,4×", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.value" }, { "path": "fundamentals.rows.11.signal", "value": "Valeur d’entreprise au close du 2026-09-23 sur EBITDA GAAP douze mois au 2026-05-28", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.signal" }, { "path": "fundamentals.rows.12.value", "value": "24,0×", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.value" }, { "path": "fundamentals.rows.12.signal", "value": "Douze mois glissants : capitalisation au 2026-09-23 sur résultat net GAAP douze mois au 2026-05-28", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.signal" }, { "path": "fundamentals.rows.12.comparison", "value": "Versus le résultat du seul troisième trimestre, 28,24 Md$ : le marché paie la durée du cycle, pas son niveau actuel.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.comparison" }, { "path": "fundamentals.rows.13.value", "value": "625,95 $ par action", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.value" }, { "path": "fundamentals.rows.13.signal", "value": "Scénario : multiple ramené à dix fois l’EBITDA GAAP par hypothèse, dette et trésorerie du 2026-05-28 inchangées, soit −42 % sous le close du 2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.signal" }, { "path": "fundamentals.rows.13.comparison", "value": "Versus Sandisk à 20,7× et Dell à 21,7× (statistiques courantes du 24 septembre, non point-in-time) : dix fois suppose un retournement du cycle, pas la situation actuelle ; ce n’est pas un objectif.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.comparison" }, { "path": "fundamentals.sourceRefs.0.name", "value": "Micron 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.name" }, { "path": "fundamentals.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/723125/000072312526000013/a2026q3ex991-pressrelease.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.url" }, { "path": "fundamentals.sourceRefs.0.date", "value": "2026-06-24", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.date" }, { "path": "fundamentals.sourceRefs.1.name", "value": "Micron 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.name" }, { "path": "fundamentals.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/723125/000072312526000015/mu-20260528.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.url" }, { "path": "fundamentals.sourceRefs.1.date", "value": "2026-06-25", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.date" }, { "path": "fundamentals.sourceRefs.2.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.2.date" }, { "path": "earnings.beatNote", "value": "Troisième trimestre de l’exercice 2026 : bénéfice par action GAAP de 24,67 $ et ajusté de 25,11 $, marge opérationnelle GAAP de 80,4 %. La guidance du quatrième trimestre vise 50,0 Md$ de revenus à plus ou moins 1,0 Md$, une marge brute d’environ 86 % et un bénéfice par action GAAP de 30,73 $ à plus ou moins 1,00 $ (31,00 $ ajusté). Le consensus relevé, 31,58 $, se place dans la moitié haute de la fourchette ajustée : une publication conforme pourrait décevoir un titre qui vient de monter.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/earnings.beatNote" }, { "path": "earnings.nextEarnings", "value": "2026-09-30", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/earnings.nextEarnings" }, { "path": "earnings.sourceRefs.0.name", "value": "Micron 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.name" }, { "path": "earnings.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/723125/000072312526000013/a2026q3ex991-pressrelease.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.url" }, { "path": "earnings.sourceRefs.0.date", "value": "2026-06-24", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.date" }, { "path": "earnings.sourceRefs.1.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.1.date" }, { "path": "capitalStructure.sharesOutstanding", "value": "1,129 milliard d’actions (statistiques du 24 septembre ; 1,129 milliard au 28 mai selon le 10-Q)", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/capitalStructure.sharesOutstanding" }, { "path": "capitalStructure.sharesAuthorized", "value": "3 milliards d’actions autorisées selon le bilan du 10-Q.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/capitalStructure.sharesAuthorized" }, { "path": "capitalStructure.shareHistory", "value": "Le nombre d’actions en circulation passe de 1,122 milliard fin août 2025 à 1,129 milliard fin mai 2026, soit environ 0,6 % de dilution par la rémunération en actions. Les rachats du programme, 650 M$ sur neuf mois, ne compensent qu’une partie. Aucun enregistrement d’émission d’actions ni programme de vente au fil de l’eau n’est relevé ; la priorité de la trésorerie est allée au remboursement de 9,38 Md$ de dette. Un nombre d’actions entièrement dilué n’est pas calculable depuis ces seuls dépôts ; aucun convertible ni bon de souscription n’y figure.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/capitalStructure.shareHistory" }, { "path": "capitalStructure.sourceRefs.0.name", "value": "Micron 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.name" }, { "path": "capitalStructure.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/723125/000072312526000015/mu-20260528.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.url" }, { "path": "capitalStructure.sourceRefs.0.date", "value": "2026-06-25", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.date" }, { "path": "filingsReview.filings.0.date", "value": "2026-06-24", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.date" }, { "path": "filingsReview.filings.0.form", "value": "8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.form" }, { "path": "filingsReview.filings.0.accession", "value": "0000723125-26-000013", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.accession" }, { "path": "filingsReview.filings.0.finding", "value": "Communiqué du troisième trimestre de l’exercice 2026 : chiffre d’affaires de 41,46 Md$, contre 9,30 Md$ un an plus tôt, marge brute GAAP de 84,6 % et résultat net de 28,24 Md$. Prévision du quatrième trimestre à 50,0 Md$ à plus ou moins 1,0 Md$, marge brute d’environ 86 %, bénéfice par action GAAP de 30,73 $.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.finding" }, { "path": "filingsReview.filings.0.url", "value": "https://www.sec.gov/Archives/edgar/data/723125/000072312526000013/a2026q3ex991-pressrelease.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.url" }, { "path": "filingsReview.filings.1.date", "value": "2026-06-25", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.date" }, { "path": "filingsReview.filings.1.form", "value": "10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.form" }, { "path": "filingsReview.filings.1.accession", "value": "0000723125-26-000015", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.accession" }, { "path": "filingsReview.filings.1.finding", "value": "Rapport trimestriel au 28 mai 2026 : accords clients stratégiques pluriannuels de type prendre-ou-payer, avec plafond de prix proche du marché du deuxième trimestre civil 2026 et plancher. Un client à 10 % des revenus sur neuf mois, 9,38 Md$ de dette remboursés, dette ramenée à 5,7 Md$.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.finding" }, { "path": "filingsReview.filings.1.url", "value": "https://www.sec.gov/Archives/edgar/data/723125/000072312526000015/mu-20260528.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.url" }, { "path": "filingsReview.filings.2.date", "value": "2025-10-03", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.date" }, { "path": "filingsReview.filings.2.form", "value": "10-K", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.form" }, { "path": "filingsReview.filings.2.accession", "value": "0000723125-25-000028", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.accession" }, { "path": "filingsReview.filings.2.finding", "value": "Rapport annuel de l’exercice 2025 : un client a représenté 17 % du chiffre d’affaires, principalement dans l’unité de mémoire pour le cloud, contre 10 % en 2024 et aucun client au-dessus de 10 % en 2023. La concentration a monté avec le cycle de l’IA.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.finding" }, { "path": "filingsReview.filings.2.url", "value": "https://www.sec.gov/Archives/edgar/data/723125/000072312525000028/mu-20250828.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.url" }, { "path": "filingsReview.contrarianRisks.0", "value": "Le plafond de prix des grands accords, proche du marché du printemps 2026, transforme une partie de la hausse future des prix en manque à gagner.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.0" }, { "path": "filingsReview.contrarianRisks.1", "value": "Une marge brute de 84,6 % attire l’investissement : la réponse de l’offre des concurrents coréens n’apparaît dans les prix qu’avec retard.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.1" }, { "path": "filingsReview.contrarianRisks.3", "value": "La réaction de juin montre l’amplitude : +15,7 % le 25 juin, puis −41 % jusqu’au 29 juillet.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.3" }, { "path": "technicals.rsi14", "value": 62.19, "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/values/technicals/rsi14" }, { "path": "technicals.macd", "value": 28.93, "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/values/technicals/macd" }, { "path": "technicals.macdSignal", "value": 17.5, "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/values/technicals/macdSignal" }, { "path": "technicals.ema20", "value": 988.94, "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/values/technicals/ema20" }, { "path": "technicals.ema50", "value": 951.62, "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/values/technicals/ema50" }, { "path": "technicals.ema200", "value": 693.96, "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/values/technicals/ema200" }, { "path": "technicals.atr14", "value": 49.84, "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/values/technicals/atr14" }, { "path": "technicals.badges.1", "value": "Sous le plus haut historique du 25 juin", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/technicals.badges.1" }, { "path": "technicals.supports.0", "value": 1030.02, "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/values/technicals/supports/0" }, { "path": "technicals.supports.1", "value": 977.83, "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/values/technicals/supports/1" }, { "path": "technicals.supports.2", "value": 917.64, "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/values/technicals/supports/2" }, { "path": "technicals.resistances.0", "value": 1105.5, "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/values/technicals/resistances/0" }, { "path": "technicals.resistances.1", "value": 1168.5, "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/values/technicals/resistances/1" }, { "path": "technicals.resistances.2", "value": 1254.81, "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/values/technicals/resistances/2" }, { "path": "technicals.setupNote", "value": "Le titre clôture à 1071,88 $, au-dessus de ses moyennes à vingt, cinquante et deux cents séances, après +15,7 % en cinq séances, du 16 au 23 septembre. Supports : 1030,02 $, plus bas du 22 septembre, 977,83 $ et 917,64 $. Résistances : 1105,50 $, plus haut du 23 septembre, 1168,50 $ et 1254,81 $, plus haut historique du 25 juin. L’ATR à quatorze séances vaut 49,84 $ : une séance de résultats peut en parcourir plusieurs. Aucun plan n’est ouvert avant le 30 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/technicals.setupNote" }, { "path": "technicals.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/technicals.sourceRefs.0.date" }, { "path": "options.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/options.sourceRefs.0.date" }, { "path": "shortInterest.siPct", "value": "2,64 % du flottant", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/shortInterest.siPct" }, { "path": "shortInterest.daysToCover", "value": "0,95 jour, date de règlement non précisée par le snapshot", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/shortInterest.daysToCover" }, { "path": "shortInterest.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/shortInterest.sourceRefs.0.date" }, { "path": "insiders.sourceRefs.0.name", "value": "Données de marché datées (provenance hashée) : formulaires 4", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.name" }, { "path": "insiders.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.date" }, { "path": "macro.indicators.0.value", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/macro.indicators.0.value" }, { "path": "macro.indicators.0.signal", "value": "1071,88 $, séance complète", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/macro.indicators.0.signal" }, { "path": "macro.indicators.1.value", "value": "+15,69 %", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/macro.indicators.1.value" }, { "path": "macro.indicators.2.value", "value": "+17,73 %", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/macro.indicators.2.value" }, { "path": "macro.impact", "value": "La mémoire est plus sensible au cycle d’investissement des centres de données qu’aux taux. Le 10 ans américain à 5,11 % le 23 septembre, plus haut depuis juillet 2007, pèse sur les multiples, mais le prix de la DRAM reste la variable qui décide.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/macro.impact" }, { "path": "risks.riskScore", "value": 7, "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/values/risks/riskScore" }, { "path": "risks.riskSummary", "value": "Le risque de Micron n’est pas le bilan, redevenu solide, ni la demande, qui dépasse l’offre. C’est le calendrier et l’amplitude : une publication dans cinq séances sur un titre qui vient de monter, et un marché qui a déjà montré qu’il pouvait passer de l’euphorie à une baisse de plus de 40 % en cinq semaines.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/risks.riskSummary" }, { "path": "risks.riskCards.0.points.0", "value": "Résultats le 30 septembre, dans la période de précaution du 25 septembre au 1er octobre.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.0" }, { "path": "risks.riskCards.1.points.0", "value": "Plafond proche du marché du printemps 2026 pour les plus gros accords.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/risks.riskCards.1.points.0" }, { "path": "risks.riskCards.3.points.0", "value": "Réaction de +15,7 % le 25 juin, lendemain de la publication de juin.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.0" }, { "path": "risks.riskCards.3.points.1", "value": "Baisse de 41 % entre le 25 juin et le 29 juillet.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.1" }, { "path": "risks.riskCards.3.verdict", "value": "La taille de position doit supposer un écart de plusieurs ATR à l’ouverture du 1er octobre.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/risks.riskCards.3.verdict" }, { "path": "risks.pedagogy", "value": "Un titre qui vient de prendre plus de 10 % en cinq séances avant ses résultats a souvent déjà intégré une bonne publication. Le gap du lendemain peut sauter n’importe quel stop, et le slippage ne se contrôle pas même sur une valeur aussi liquide. Si une position existe déjà, sa taille doit supposer ce gap. Pour une nouvelle entrée, ne pas anticiper : attendre la publication et relire le plan sur les chiffres.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/risks.pedagogy" }, { "path": "tradeIdea.archiveReferenceClose", "value": "2026-08-27", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/tradeIdea.archiveReferenceClose" }, { "path": "tradeIdea.statusNote", "value": "Aucun plan. Les niveaux affichés sont ceux, archivés, du dossier du 27 août : ils n’ont jamais été activés et aucun ordre n’y est attaché. Un nouveau plan ne sera construit qu’après la publication du 30 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/tradeIdea.statusNote" }, { "path": "tradeIdea.entry", "value": 928.9799, "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/values/tradeIdea/entry" }, { "path": "tradeIdea.stop", "value": 887.6099, "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/values/tradeIdea/stop" }, { "path": "tradeIdea.tp1", "value": 1011.77, "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/values/tradeIdea/tp1" }, { "path": "tradeIdea.tp2", "value": 1035.5, "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/values/tradeIdea/tp2" }, { "path": "tradeIdea.stopPct", "value": "-4.5%", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/tradeIdea.stopPct" }, { "path": "tradeIdea.tp1Pct", "value": "+8.9%", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/tradeIdea.tp1Pct" }, { "path": "tradeIdea.tp2Pct", "value": "+11.5%", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/tradeIdea.tp2Pct" }, { "path": "tradeIdea.rr", "value": "1:2.00 TP1 / 1:2.57 TP2", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/tradeIdea.rr" }, { "path": "tradeIdea.entryNote", "value": "Niveaux historiques affichés pour mémoire, non exécutables : le cours actuel est au-dessus de tous. Liquidité : environ 23,8 Md$ échangés par séance, médiane des vingt dernières ; la profondeur du marché ne protège pas contre un écart d’ouverture le lendemain des résultats.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/tradeIdea.entryNote" }, { "path": "tradeIdea.thesis", "value": "Le marché achète Micron comme une valeur de croissance de l’IA ; les accords clients en font aussi une valeur à rendement plafonné. La publication du 30 septembre dira laquelle des deux lectures l’emporte, à travers la marge du quatrième trimestre, la prévision suivante et la part des revenus sous contrat. Entrer à cinq séances de ce chiffre, après une hausse de plus de 10 %, c’est parier sur la réaction plutôt que suivre un plan. Aucun ordre : attendre les chiffres, puis reconstruire des niveaux sur les séances qui suivent.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/tradeIdea.thesis" }, { "path": "tradeIdea.catalysts.0", "value": "La publication du 30 septembre après la clôture : marge brute, prévision du premier trimestre de l’exercice 2027 et part des revenus sous contrat.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.0" }, { "path": "tradeIdea.catalysts.1", "value": "Les commentaires sur la HBM4E, attendue en volume en 2027, et sur les qualifications chez de nouveaux clients.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.1" }, { "path": "tradeIdea.invalidation.0", "value": "Toute entrée avant la publication du 30 septembre contredit ce dossier.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.0" }, { "path": "tradeIdea.invalidation.1", "value": "Une marge brute du quatrième trimestre nettement sous 86 % remettrait en cause la lecture du cycle.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.1" }, { "path": "tradeIdea.invalidation.2", "value": "Une prévision du trimestre suivant en baisse sur 50,0 Md$ signalerait que les prix plafonnés commencent à peser.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.2" }, { "path": "globalScore.keyTakeawaysPositive.0", "value": "Marge brute GAAP de 84,6 % et prévision de 50,0 Md$.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.0" }, { "path": "globalScore.keyTakeawaysPositive.1", "value": "Bilan assaini : 5,7 Md$ de dette contre 30,2 Md$ de trésorerie.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.1" }, { "path": "globalScore.keyTakeawaysNegative.0", "value": "Résultats le 30 septembre, après une hausse de plus de 10 % en cinq séances.", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysNegative.0" }, { "path": "social.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/social.sourceRefs.0.date" }, { "path": "blastRadius.asOf", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/blastRadius.asOf" }, { "path": "blastRadius.observationTime", "value": "2026-09-24T17:11:44.035176038Z", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/blastRadius.observationTime" }, { "path": "blastRadius.window", "value": "Rendements quotidiens communs du 2026-03-26 au 2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/MU/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "b5efa02d6eb9c651450c2240fdaf1ee5669669a29f30a977f190db90f7afc010", "source_pointer": "/string_numeric_claims/blastRadius.window" }, { "path": 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