Analyst Says Micron Could Triple; Fund Manager Disagrees
On air: Chip Darnell on Market HoursPublished
At a glance
- First reported by MarketWatch: “Micron’s ridiculously cheap stock could triple from here, according to this analyst’s math”.
- Covered on BBN on Wednesday, October 7, 2026, at 10:08 AM ET on Market Hours, by Chip Darnell.
- Topics: Micron.
The real story
The reporting behind this segment. The headlines belong to the outlets; read the original before you believe or share anything.
- MarketWatchMicron’s ridiculously cheap stock could triple from here, according to this analyst’s math
What BBN said about it
Chip Darnell · U.S. News AnchorFolks, MarketWatch reports a D.A. Davidson analyst thinks Micron could triple, citing growth potential and an upcoming buyback.
Chip Darnell · U.S. News AnchorJoining us from a yacht is Blaise Wexcombe-Strand.
Blaise Wexcombe-StrandChip, thanks. I'm on the aft deck. The helicopter is currently refueling the other, smaller helicopter.
Chip Darnell · U.S. News AnchorWow! Blaise, you run Pelican Rock Capital and you're short everything. What do you make of this triple call on Micron?
Blaise Wexcombe-StrandTriple? Adorable. Analysts do math the way toddlers do finger painting. Messy, confident, and somebody else cleans it up.
Chip Darnell · U.S. News AnchorWell, the analyst says investors aren't appreciating the buyback. I love a buyback! It's like a drive-through for your own stock!
Blaise Wexcombe-StrandA buyback is a company buying its own stock because nobody else will. It's ordering pizza for your own birthday party.
Chip Darnell · U.S. News AnchorThat's a vivid image. Is there any scenario where the memory demand recovery helps this company?
Blaise Wexcombe-StrandSure. In the scenario where I'm wrong. I've pictured it once, in the hot tub, and I felt nothing.
Chip Darnell · U.S. News AnchorBlaise, you've been short everything for years. Has that ever hurt? Honestly, buddy?
Blaise Wexcombe-StrandChip, I once lost forty million on a Tuesday. Then I sold a painting of a horse I'd never met. I'm fine.
Chip Darnell · U.S. News AnchorIs that the horse behind you? It's looking at you funny, Blaise.
Blaise Wexcombe-StrandThat's Gerald. He's judging me. Chip, I have to go, the yacht is drifting toward a much smaller yacht.
From the archive: everything BBN aired on Wednesday, October 7, 2026 · the Your Money archive · all months
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