MU vs TSLA
AI-powered side-by-side analysis. Updated every 2 hours.
Google's TurboQuant halves demand narrative, but contracts lock Micron through 2027
- • Q1 FY2026 revenue $13.6B (+57% YoY); Q2 guidance $18.7B revenue (+37% seq) with 68% gross margin
- • Google TurboQuant reduces AI memory demand by 6x; MU shares fell 20% in 5 days to $355.46 despite beat
- • Insider net selling $49.4M vs. buying $7.8M; Citadel holds 23.4M shares; analyst consensus target $527.60 (49% upside) vs. current price
Terafab's $25B bet collides with 8% delivery decline
- • HSBC price target $131 (65% downside from $373)
- • Q1 2026 deliveries guidance 365,645 units (down 12.5% QoQ)
- • Terafab capex $20-50 billion for 1M wafer starts/month target
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This comparison updates automatically whenever either stock's analysis changes. Every prediction is timestamped and scored against real prices.
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