📉 Why I Chose Down More Than 8.6%
I voted for down more than 8.6% because Micron’s expectations are already very high. 📊 When a stock has rallied strongly into earnings, even excellent results may not be enough if they are already priced in. If guidance, margins, HBM demand, or future growth expectations disappoint slightly, investors could quickly take profits. 💰 Micron is also a cyclical semiconductor company, so concerns about memory pricing and supply can create large moves. ⚠️ With earnings, the reaction depends more on future guidance than just the reported numbers. Therefore, I think a sharp downside move is possible if expectations fail to match reality@Captain Leo
