levon9111

been holding MU since the July drawdown and honestly the daily moves stopped meaning anything to me. cycle stocks pay you for sitting still, not for reading the tape 💤

samsung took DRAM share back to 39%, hynix dropped from 39 to 26, micron sitting at 25. everyone keeps shouting supercycle but nobody wants to talk about who actually loses share inside one 🤔

$Micron Tech(MU.US) down 5% on a +2% nasdaq day and the whole reason is CXMT maybe building a second Beijing fab in Yizhuang. that thing costs 10b+ and they are still in funding talks, so zero wafers from it this cycle. holding 180 shares at 640 avg, not selling on a fab that does not exist yet.

mu closed 823 on friday, that is 32% below the june high, and the company still cannot make enough hbm. mehrotra has said they can only fill 50 to 67 percent of demand and the whole 2026 supply is already locked into multi year contracts. avg cost 940 here, adding every 100 lower and not checking the screen daily

MU consensus target is like 1,486 which sounds insane until you remember it already 4x'd off the lows. i trimmed some at 1,150 last month and honestly kinda regret it, but chasing up here feels late. waiting for a proper flush before i reload

samsung 1810% yoy and this is supposedly near the peak? nand and hbm aren't going down anytime soon lah. my memory positions staying put.

so now they're suing the memory makers for price fixing because DRAM went up too much lol. peak bull market energy honestly. either way $Micron Tech(MU.US) is still printing, a class action changes nothing about HBM demand in the near term

A trillion dollar market cap on $Micron Tech(MU.US) still feels surreal to me. I get the supercycle but I trimmed a third into the run, NAND and HBM cycles always turn eventually. Anyone here actually adding at these levels or are we all just holding and praying 🙏

took profit on half my Micron near the top, that 6.69% drop from the $1,213 ATH was getting scary. supercycle thesis is intact but nothing goes straight up. sitting on the rest and waiting to see if it holds $1,100.

Been holding $Micron Tech(MU.US) since the $900s and last night's print was unreal, $41.5B revenue in a single quarter and Q4 guide pointing to $50B. Data center memory up 7x, this is a full blown supercycle not a one quarter pop. Adding on any pullback to the 50dma 🚀

a print this perfect is exactly when i get nervous. 84% margins never last, memory is the most cyclical thing on the planet. took profits into the number, not chasing that $50B guide up here

ok genuine question for the chiong kakis, options are pricing a ±12% swing on Micron into Wednesday after close. do you hold the full position through earnings or trim half before the print and keep a runner? i'm leaning trim-half but tempted to just send it.

shortage runs to 2030 per the supply commentary, SanDisk +700% ytd, WDC getting a 650 target from MS. this isn't a trade anymore it's a structural cycle

storage names all got hit together today. the AI storage demand story is real but the positioning got way too stretched, so it flushes

the memory ETF is the lazy way to ride this supercycle, MU and SNDK both at records and the basket just rips with them 💪

doubling down on Micron with leverage when HBM is sold out, the math is tempting. small size only, decay is real 🔥

UBS sitting on a 1625 target and the stock keeps marching toward it. when the order book is sold out, price targets like that stop looking crazy 🔥

7709 is how we play the SK Hynix and HBM story from this side without touching the Korea listing directly. memory cycle leverage, handle with care 💪

Q3 revenue up 251% year on year. that is not a typo. the AI data center NAND demand is eating all available supply 🔥

closed near 982 and UBS just moved the target to 1625. when sell side starts drawing numbers like that you know the cycle has fully turned 🏦

SanDisk leading storage on the bounce, even bigger than Micron's move. the memory crunch is real both DRAM and NAND 💪