$MU

memory-storageG↗$1.1T · PE 225 posts · 0 DD · 5 authors

Memory supercycle tug-of-war: institutions loading vs the architectural-risk bear question

1 year · daily close · posts pinned at their date

$118 → $967 (+722%)● DD● news● gain● loss● yolo○ short-term playhover a dot for the post

Evidence stream (newest first)

discussionQ3.5longDiscussion504 pts · 145 💬 · 5d
Big boys have loaded up on MU, now media has gone 180 on the MU AI story
Claims institutions loaded MU while media flipped bearish post-earnings; nothing changed fundamentally.
u/ReturnLate8178
discussionQ4.5Discussion0 pts · 65 💬 · 13d
Riddle me this: What should Micron’s lower price be?
Bear question on MU: what if NVDA answer to the memory bottleneck is architectural, not buy-more-HBM?
u/tiberiusjax
discussionQ5.0

newsQ3.0longNews2514 pts · 183 💬 · 44d

Micron raises US investment plan again: $250B committed through 2035.

u/Presently_Naked

newsQ3.0longNews1575 pts · 146 💬 · 44d

Micron commits up to $3B to strengthen the US semiconductor ecosystem.

u/I_killed_the_kraken