Tuesday 15 September 2026 · Jessica · Washington Square · New York · 15 s
Jessica · Washington Square · New York · salt 70 wearing Roberto CavalliMicron is up almost 200% this year. The AI trade nobody talks about.
Micron makes the memory chips that sit next to every AI processor. Its shares have risen from $315 at the start of the year to $924, a gain of 193%, with a high of $1,215 on 25 June. Nvidia gets the headlines; memory has done the moving.
in plain EnglishMicron makes memory chips, the part of a computer that holds what the processor is working on. AI systems need enormous amounts of it, so Micron's shares have almost tripled this year, from about $315 to about $924. They were higher still in June. Everyone watches Nvidia; the memory makers have quietly done as well or better.
Reported Tuesday 15 September 2026 · every number dated to its source, latest 14 September 2026
1 · evidence every number, with its source and its date
+193%
Micron, 2026 so far
regular-session closes, 2 Jan to 14 Sept · the AirPort tape · 2026-09-14
$924 at the 14 Sept close, from $315 on 2 Jan
Micron share price
the AirPort tape · 2026-09-14
$1,215 on 25 June · −24% since
Micron high
the AirPort tape · 2026-06-25
Micron+193.1% since 2026-01-02
open $315 2026-01-02now $924 2026-09-14from the high -23.9%175 trading days · regular-session closes from the AirPort tape
Nvidia, for comparison+11.7% since 2026-01-02
open $189 2026-01-02now $211 2026-09-14from the high -10.5%175 trading days · regular-session closes from the AirPort tape
3 · history · 4 · analogues · 5 · ask Pro
AirPort has been watching this since before it was news. The trail, the last times this shape happened, and Ask, scoped to this story.GO DEEPER
more like this same subject first, then the same presenter, then the rest of the day
SanDisk, the memory-chip maker behind the card in your camera, is $1,885 a share, up 585% this year and seventeen-fold in twelve months, on $16.5 billion traded today. The CEO sold 33,841 shares last night. Dave, on his board in SoHo, has a tip and a warning.
Tuesday 22 September 2026 · Dave · On the board · SoHo
Ukraine hit a Moscow refinery in its largest drone attack of the year and Russia promised Kyiv the same. Into Monday's open, oil is down two and a half percent. Jon, on his 5 AM walk.
Monday 21 September 2026 · Jon · 5 AM walk · SoHo
Sugar up 16%, soybeans 25%, wheat 41%. Brazil's coffee is flowering and the weather is fine. Matcha isn't on the tape. Michelle's first story.
Sunday 20 September 2026 · Michelle · Matcha bar · SoHo
WallStreetBets says Micron to $1,500 is “hardcoded”. The grain-of-salt index says 50 out of 100. The record says +222%.
Saturday 19 September 2026 · Dave · East Village · New York
Amodei, Altman and Musk call for a slowdown. The chips take it.
Tuesday 15 September 2026 · Jessica · Downtown · New York
Target is beating Nvidia this year. Up nearly 60%. Nvidia, 17%.
Tuesday 15 September 2026 · Dave · West Village · New York