Tom Nash on Micron (MU): the quotes, dated.
5 dated quotes about Micron stock (MU), selected from all 71 Tom Nash videos published since 2025-09-10 — a selected record, not the complete history. Each links to the exact second on YouTube, with MU’s close that day and what the stock did since.
Every quote is reproduced word for word from the video and linked to the second it was said.
- MU close, 2026-10-19
- $904.90
- Price since the first forecast, Mar 18, 2026
- +96.0%
- S&P 500 (SPY), same period
- +15.9%
- vs the S&P 500
- +80.1 pp
- Latest stance, Jul 20, 2026
- Named as a pick
- Mentions found
- 33 in 12 of 71 videos
The short version
In March 2026 Tom Nash said Micron was a new addition to their top stocks list. Later in March 2026 they said Micron traded at four times 2027 forward earnings, 84% below its five-year average of 25.7. In April 2026 Tom Nash called Micron a solid pick geared towards the AI supercycle, noting a 50% gain since it was added to the list. In May 2026 they questioned whether Micron could turn from a cyclical memory provider into a business with a moat after the next five years. In July 2026 they said high bandwidth memory would take Micron higher and it still traded at five times forward earnings.
Summary of the quotes on this page. Updated .
What Tom Nash said last · Jul 20, 2026
Named as a pick
“High bandwidth memory is going to be huge. The gigantic shift is going to take Micron even higher. But guess what? Even after the huge spike in price they've seen, they're still trading at five times forward earnings.”
Bullish call · Price rose
The price rose since the first bullish quote.
MU from to . Price movement, not the creator’s realized return.
Price up since 5 of 5 quotes · Stock ahead of SPY: 5 of 5
Leaderboard result: Beat the market (6 months, → ). Scored from the first close after the video, . How it is scored
Tom Nash’s price target and valuation calls on MU
A price target, a fair-value estimate and a price worth buying at are different things. Each line below quotes which one was said, and when.
Valuation view
So, Micron is currently trading at four times forward PE on 2027. The five-year average for Micron was 25.7, which means Micron is trading 84% below its five-year average.
Price and the calls
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
MU · daily close, split-adjusted · 2025-09-15 → 2026-10-19 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-09-30 | $167 |
| 2025-10-31 | $224 |
| 2025-11-28 | $236 |
| 2025-12-31 | $285 |
| 2026-01-30 | $415 |
| 2026-02-27 | $412 |
| 2026-03-31 | $338 |
| 2026-04-30 | $517 |
| 2026-05-29 | $971 |
| 2026-06-30 | $1154 |
| 2026-07-31 | $823 |
| 2026-08-31 | $959 |
| 2026-09-30 | $1065 |
| 2026-10-19 | $905 |
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
MU · daily close, split-adjusted · 2025-09-15 → 2026-10-19 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-09-30 | $167 |
| 2025-10-31 | $224 |
| 2025-11-28 | $236 |
| 2025-12-31 | $285 |
| 2026-01-30 | $415 |
| 2026-02-27 | $412 |
| 2026-03-31 | $338 |
| 2026-04-30 | $517 |
| 2026-05-29 | $971 |
| 2026-06-30 | $1154 |
| 2026-07-31 | $823 |
| 2026-08-31 | $959 |
| 2026-09-30 | $1065 |
| 2026-10-19 | $905 |
What Tom Nash said, when
- 1
— Named as a pick
25:41 “Micron, the new addition I'm going to add to my top stocks list.”
He was discussing AI supply-chain 'picks and shovels' and choke points, including memory, alongside ASML and TSMC.
- 2
— Valuation view
7:37 “So, Micron is currently trading at four times forward PE on 2027. The five-year average for Micron was 25.7, which means Micron is trading 84% below its five-year average.”
He was giving examples of individual companies he considered to be at a deep discount while the overall market was not.
- 3
— Named as a pick
10:23 “I love US-centric portfolios, and Micron is it. Now, we talked about Micron, we actually added it to the top stock list, and it's done 50% since we added it. It's a solid pick, and I'll show you why it's geared towards the AI supercycle.”
He named Micron, SK Hynix and Samsung as the three memory makers and said he preferred the US-listed one over the non-US stocks.
- 4
— Risk acknowledged
21:19 “Can Micron become from a cyclical memory provider in 5 6 7 years into an actual business with a moat, right? For the next 5 years they're good, right? But what happens next? Some questions, some uncertainty.”
He was ranking AI companies into tiers and listing open questions about Oracle, AMD and Micron.
- 5
— Named as a pick
13:58 “High bandwidth memory is going to be huge. The gigantic shift is going to take Micron even higher. But guess what? Even after the huge spike in price they've seen, they're still trading at five times forward earnings.”
In a video on AI stocks to buy, he described Micron's move away from being a commodity memory business because of its scale and capacity.
No quote added since · 11 later videos from Tom Nash · covers videos through
Other creators on MU
- Everything MoneyValuation view+127.9%
- Business with BrianDisclosed buy+98.8%
More from Tom Nash
All 14 companies →- Arista ANETBuying the dip+38.0%
- Nvidia NVDABuying the dip+23.2%
- Palantir PLTRValuation view+47.7%
- AMD AMDMention+164.1%
- Bloom Energy BERisk acknowledged-7.5%
- CrowdStrike CRWDMention+79.2%
How to read this
Quotes are short excerpts from Tom Nash's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is MU's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. If the stock has split since a quote, the card shows the price it traded at that day and, beneath it, the split-adjusted close the % change uses. “Since” compares that close with the latest close on 2026-10-19. It is a price observation, not the creator's realized return, and not investment advice. How the price change is calculated. Next to it we show SPY, the ETF tracking the S&P 500, over the same two dates — so a move can be read against the market rather than on its own: why we compare with SPY. Each quote also carries a label — Named as a pick, Risk acknowledged, Reducing — describing what kind of statement it was: see what the labels mean.
Coverage: 71 of 71 videos published since 2025-09-10 covered; 33 Micron Technology mentions found. Prices as of 2026-10-19.
Independent record — not affiliated with or endorsed by Tom Nash. Request a correction or removal