$MU
Micron Technology IncHow his view evolved
Every substantive take he's posted on $MU, newest first — each labelled with the stance he expressed at the time.
- Jun 16, 2026Bullishconviction 3/4
I did say $MU looked like the next $NVDA. Now we're at a $1.23T MC. Started talking more about Samsung Electronics/Sk Hynix back in 2025. Put more concentration into the memory theme like $SNDK and others, Jan of this year. And I'm glad my prediction with Micron + memory is https://t.co/u23M2XaWLQ https://t.co/ozmd2ILpMZ
View on X → - Jun 7, 2026Bullish
Oh look… $NVDA CEO warned memory shortage is expected to persist for many years, due to massive scaling demand of AI infrastructure. With further announcements tomorrow. $MU and $EWY (Samsung/SK Hynix) operating profit projections aren’t looking too crazy anymore? https://t.co/OvjyrifRtO https://t.co/ozmd2ILXCx
View on X → - May 27, 2026Bullishconviction 3/4
@VinciViews Yep, I model financials around every stock I post, I don’t post breakdowns a lot of time to make it more digestible for retail investors to read w/o jargon. You can see my old $RPI revenue estimates modeling, I got that spot on. Same with $MU gross margin estimates before
View on X → - May 26, 2026Bullishconviction 3/4
And now… $MU finally hits a $1 Trillion marketcap. I did say this looks like the next $NVDA given how memory demand looks structural with AI. This stock probably made a lot of millionaires going from $80 to $887. https://t.co/5VFdvcuu2c https://t.co/ozmd2ILXCx
View on X → - May 11, 2026Bullishconviction 3/4
Just two months ago. Everyone on X was bearish on $EWY, $MU, Sk Hynix, Samsung, saying Korean markets / Memory was like the "Silver Bubble". And that LNG/Helium/Oil fears would tank markets. Now suddenly everyone that was doomposting was "bullish" all along. There's a https://t.co/YRxXBWe9C2 https://t.co/8VqhbCAziK
View on X → - Apr 30, 2026Bullish
Yeah... the more I look into things, $TOWA / $TOWCF (6315) at ~$1.34b looks like a sleeper beneficiary for HBM4 spend from SK Hynix, Samsung, $MU. It’s hyper cyclical with spending cycles. But we’re seeing hikes in capex spend across the board from memory makers. Not exactly https://t.co/xxhAgmS8Ql https://t.co/grjnaYn5uB
View on X → - Apr 27, 2026Bullish
So just putting it out there: Towa (6315), at $1.35B... Is a rare, living definition of monopoly over HBM4 (compression molding). It's been kinda flat YTD, but every memory company like $MU, Sk Hynix, Samsung are their customers. And each of the memory company earnings signaled https://t.co/EDFFGl6ytB
View on X → - Apr 27, 2026Bullish
Memory names from $MU to $EWY (SK Hynix, Samsung) and $SNDK are going brrrr lately. Aside from the big three, then your NAND or TW names like Nanya. Might be a good time to look at names like Towa (6315) to capture upstream monopoly capex cycles for hbm4? https://t.co/VZPwzB0SFK https://t.co/hNFHntrltS
View on X → - Apr 27, 2026Bullish
Markets are looking at CPUs right now and kinda forgot about memory. But... there's increased capex spend with Sk Hynix, $MU, Samsung around now, with Samsung starting HMB4 production recently. $TSM also signaled record capex across the board. But just like $LPK in glass https://t.co/es7GsUPzhP
View on X → - Apr 3, 2026Bullish
If you want exposure to memory, $DRAM is a genuinely great ETF. I normally don't praise ETFs, but this is solid. 1. $MU - 24.63% 2. Samsung - 24.11% 3. SK Hynix - 23.08% 4. $SNDK - 4.9% 5. Kioxia - 4.86% 6. $WDC - 4.77% 7. Nanya - 3.89% 8. Winbond - 2.4% Disclosure: Friends https://t.co/w4AP4tQTsF
View on X → - Mar 30, 2026Bullishconviction 3/4
I think I nailed the institutional bottleneck rotation. -> Caught the tail end of memory name rise with $SNDK, Samsung, SK Hynix, $MU -> Frontran institutions with photonics with names like $AAOI, $AXTI $LITE, $COHR. -> Doing it again now by adding heavily toward SiPh, ELS, https://t.co/Sse9lWy2nz https://t.co/PgBx1LbiT9
View on X → - Mar 24, 2026Bullish
@HeLiuLeo I ended up preferring SK Hynix over $MU at these levels, but memory as a whole is a good long. Lot of LNG/helium/crude fears don’t really impact opex much. And demand looks structural past 2028
View on X → - Mar 21, 2026Bullish
@alejandrobatiz I never said it shouldn't be higher. I'm bullish on $MU, but there's broader macro dragging down every name. I'm just saying if people like myself were able to model in $MU gross margins for earnings, it shouldn't come to markets as a "surprise beat" that others are claiming.
View on X → - Mar 21, 2026Bullishconviction 3/4
Back in January: I napkin-math modeled Micron's earnings margin projections vs. their official projections: My quote: "If $MU guided for 68.0% gross margins Q2 2026, and we see a 100% NAND hike from 33-38% est. That could bring gross margin projections over 73-75%." Wall https://t.co/1j3yxOF10A https://t.co/uHDetnqySj
View on X → - Mar 21, 2026Bullish
@Indomitable912 Yes your intuition is correct. The reason why $MU is still up 34%+ YTD while the entire market is tanking. Is exactly because they're making so much profit. If there weren't a War in Iran and markets were pricing in rate cuts, it would might be up 60%+ by now.
View on X → - Mar 21, 2026Bullish
@tomhou101 Yep agreed. Reason why memory/photonics is holding up against broader macro selloffs is that their net income (for memory) and revenue growth (for optical) are just way too high. If there were no Iran war $MU would likely be tons higher, but the core point still stands that
View on X → - Mar 21, 2026Bullish
@thynxedge Yeah I do think $MU is going higher long term. If I had to give a TLDR: 1. Don't buy shorted options on earnings week, since earnings is more likely than not priced in. 2. If you're going to buy options, do it before markets price in information (eg. around rumors from
View on X → - Mar 21, 2026Bullish
I see a lot of retail panicking over $MU earnings at $468. In general, re-pricing in stocks happen before earnings are announced. The exception is "unless there's a major surprise with guidance". Micron earnings beat was not a major surprise. Here's my take: - Jan 25th https://t.co/1CVihUyEhH
View on X → - Mar 18, 2026Bullishconviction 3/4
@daniel_koss Yeah should be a tailwind for SK Hynix and Samsung and opens the doors for a lot of US investors. I’m very bullish on $MU but it’s a bit strange SK Hynix trades at a lower valuation, even accounting for made in America premiums.
View on X → - Mar 18, 2026Bullishconviction 3/4
It’s infuriating that so many people capitulated their positions. Because of X influencer doomposters who are now pretending to be bullish on $MU or $EWY. Or Bank Analysts who have 0 clue what they’re talking about. 99.9% of this place was bearish and posted: - “KOPSI https://t.co/vdPg7QteDp
View on X → - Mar 16, 2026Bullishconviction 3/4
Just a reminder: While the entire community was doomposting about memory names. From $EWY (SK Hynix, Samsung), $MU and $SNDK. during the initial Iran conflict. Sayin “Kospi and memory names would drop 30-40% because of Helium or LNG.” I was one of the only few analysts that https://t.co/Yxql8JFENy https://t.co/Vc4byyYcgD
View on X → - Mar 16, 2026Bullish
Imagine all the people who sold their memory positions. From SK Hynix, Sandisk, and Micron because of “Helium”? Sk Hynix: +7.03% 1D $SNDK: +31.75% 1W $MU: +19.66% 1W Samsung: +2.83% 1D Look at NAND, DRAM hikes, which were all way beyond estimates. As well as company https://t.co/beRe8zSQe2
View on X → - Mar 15, 2026Bullish
The Memory Cycle. Is probably going to look like this chart? With SK Hynix, $SNDK, Samsung, $MU and others: -> Price Hikes until 2028 -> Demand Increase Permanent -> Price Decreases After 2028 -> Increased Capacity * Increased Demand * lower margin = High Profit Anyway. https://t.co/UfXcN3sv5W
View on X → - Mar 13, 2026Bullish
Memory Price Market Research from Counterpoint: "There is no scenario where memory prices correct in the second half [of 2027], given that hyperscaler purchasing intent remains unbroken" In regards to $SNDK, $MU, $EWY (Sk Hynix, Samsung), and other memory names. They https://t.co/GkZwYzoxq7
View on X → - Mar 13, 2026Bullish
Memory Price Market Research from Counterpoint: "There is no scenario where memory prices correct in the second half [of 2027], given that hyperscaler purchasing intent remains unbroken" In regards to $SNDK, $MU, $EWY (Sk Hynix, Samsung), and other memory names. They https://t.co/Rbse1C8KO2
View on X → - Mar 10, 2026Bullish
NAND prices have now spiraled out of control. Memory companies like $SNDK, $MU, Samsung, SK Hynix stand to benefit the most from inelastic supply and recent NAND price hikes. According to Phison's CEO per Digitimes: "NAND flash prices have surged amid tightening supply, with https://t.co/U6fSGVOUDG
View on X → - Mar 1, 2026Bullish
@jahintanvir_ Probably the likes of these: Memory - $MU, Samsung, SK Hynix, Sandisk Foundries, Packaging- $INTC, $TSM, $AMKR Photonics - $LITE, $COHR, $AAOI ASICs - $AVGO, $MRVL Connectivity - $ALAB, $CRDO Power/Grid- $XLU Datacenters - $NBIS, $CIFR, $WULF
View on X → - Feb 24, 2026Bullishconviction 3/4
Year to Date: 412.72% Lot of it is just picking the right sector, profiting off of Jane Street algos weekly, and a bit of luck. In terms of bottleneck longs, these are currently my favorite: 1. Memory - Samsung, Sk Hynix, $SNDK, $MU, $SIMO 2. Photonics - $LITE, $COHR, https://t.co/3DkN332VlO
View on X → - Feb 24, 2026Bullish
@bilbooo__ $MU - ended up liking SK Hynix more but safer made in America play $AXTI long way to go, 1 year wait until extreme shortage hits. Prob my favorite in photonics sector for return potential $EWY - tail end of Vega expansion, IV will likely send it a tad higher. But if you’re
View on X → - Feb 20, 2026Bullish
71% IV $MU (1 week) volatility. vs. 40% IV $EWY (same day) volatility. Just putting it out there… 2028 OTM leaps benefit from once a generation IV volatility mispricing. This is a structural shift from AI memory supercycle. Especially when MMs are looking at historical https://t.co/ngQfufzaId https://t.co/vei7LTFbFJ
View on X → - Feb 16, 2026Bullish
@yianisz Yeah pretty sad to see people get laid off from AI displacement. So only thing people can do now is ride the wave or get left behind. Biggest hedge against this is AI equities and looking into BOM spend. Biggest is memory like $MU or $SNDK. Photonics from $LITE to $AAOI
View on X → - Feb 11, 2026Bullish
For the vast majority of retail: If you want to ride the capex trends happening right now, these are probably must have imo: 1. Memory - $MU, Samsung, Sk Hynix, $SNDK 2. Photonics - $LITE, $COHR 3. CoWoS/Foundry/Advanced Packaging - $AMKR, $TSM, $INTC There's a lot of https://t.co/10vakUjUsq
View on X → - Feb 7, 2026Bullishconviction 3/4
Portfolio weightings is my most common question. Here’s what my portfolio looks like: 35% Memory Supercycle _ 10% Samsung Electronics 10% Sk Hynix 10% $MU 5% $SNDK 25% Digital Asset exposure _ 10% $IBIT 5% $COIN 5% $HOOD 2.5% $CRCL 2.5% $SOL 15% Fintech/Advertising 5% https://t.co/AuqhvVDT95
View on X → - Feb 6, 2026Bullishconviction 3/4
I've been in the memory/AI trade like $MU, $SNDK. But opportunities like this don't come often. Every crypto name has been reset: Bitcoin - $70K from $125k Ethereum - $2.05K from $4k Solana - $88 from $233 $COIN $162 from $415 $CRCL $56 from $240 $GLXY $19 from $40 $ETOR $26 https://t.co/aAoA75QvOL
View on X → - Feb 6, 2026Bullishconviction 3/4
I've been in the memory/AI trade like $MU, $SNDK. But opportunities like this don't come often. Every crypto name has been reset: Bitcoin - $70K from $125k Ethereum - $2.05K from $4k Solana - $88 from $233 $COIN $162 from $415 $CRCL $56 from $240 $GLXY $19 from $40 $ETOR $26 https://t.co/edq6xD2AvF
View on X → - Feb 4, 2026Bullish
$GOOGL reported earnings and their CapEX spend was enormous. $175-$185 Billion vs. $120 Billion. This is bullish for AI buildout. Follow the money flow down to: - $AVGO, Mediatek, $TSM (design / foundry) - Sk hynix, Samsung, $MU, $SNDK (memory) - $ANET, $LITE, $COHR, $VRT https://t.co/2QCmwmEPXO
View on X → - Feb 4, 2026Bullish
@iiiiiiiivanth Imo most undervalued = SK Hynix, fastest growth = $SNDK, safest = $MU, Samsung Big fan of $SNDK. Ssds and later hbf reminds me of initial buildout where everyone was fighting to stack Nvidia GPUs. This feels like dejavu. Growth trajectory is probably the highest out of any
View on X → - Feb 3, 2026Bullish
There's a lot of disinformation around $MU, SK Hynix, and Memory after the new Nikkei Asia piece. Expected this to happen, since this is so badly written and misleading when the memory industry is so nuanced. This has close to 0 material impact on Micron and Sk Hynix. CXMT https://t.co/29XdhjEolJ
View on X → - Jan 7, 2026Bullishconviction 3/4
@MacroAINotes Thanks, Credo is personally more of a trade for me though. But it's really hard to time the bottoms when things look like a falling knife ( $CRDO down 35%+ since last month). Much easier to just full port it into $SNDK and $MU and just not touch it. Stuff like $AIRO looked
View on X → - Jan 2, 2026Bullish
Welcome to 2026. Jan 1st ratings: Strong Buy: $TTD $SMCI $AIRO $INTC $HIMS $AXTI $TSM $NBIS $CIFR Samsung Electronics (KRX: 005930) $HUT $IREN $WULF $GLXY $TSSI $META $ETOR $CRCL Buy: $KRKNF $ONDS $GEMI $NVDA $MU $AMKR SK Hynix $SNAP $RDDT $AAOI $COHR $FISV $FLY $DJT $LITE https://t.co/Exn9pWEFPO
View on X → - Dec 28, 2025Bullish
@Mexicancik1 So I’m not advocating for buying $AXTI since there’s significant risks with China supply chains but just clearing up misconceptions. If a stock “already-ran” it’s important to differentiate if the stock is cheaper than ever, even at ATHs. Just look at $MU forward p/e which is
View on X → - Nov 4, 2025Bullish
November 4th - Stock Analysis + Macro Fire Sale: $META • $NBIS • $IBIT Strong Buys: $RDDT • $RKLB • $WLAC • $CIFR • $LTC • $SOL • $CORZ Memory: Nanya $2408, SK Hynix $HXSCL, $MU Buy: $AMZN • $DELL • $SMCI • $ALAB • $CRDO • $TSM • $AMD • $FLNC • $TE Warnings: https://t.co/0rqogsKhrl
View on X → - Oct 22, 2025Bullish
@AkaliOnYT Yeah /r/wallstreetbets is a great bottom signal for $NBIS and others. They’re often directionally right long term $RKLB, $HOOD, $TSM, and $MU but have 1 month long attention spans. It's a special skill to convince yourself to do the opposite.
View on X → - Oct 11, 2025Bullish
Based Friday Market Close (-3.6% SPY day), Thoughts and Explanations Strong Buy $IBIT $LTC $WLAC $NBIS $MP $TSM (For Next Year) $ETOR $DKNG $SNAP Buy $UPWK $CRDO $ALAB $AMZN $META $UNH $SG $TGT $BULL $FLY $CIFR $WULF $IREN $GLXY $SMCI $DELL $MRVL Hold $RKLB $HOOD $RBRK $MU https://t.co/OvQOeHNuWv
View on X → - Oct 8, 2025Bullishconviction 3/4
@Deenobrown123 Yep, that's why I added $MU to the ETF.
View on X → - Oct 8, 2025Bullishconviction 3/4
Wow I cooked insanely hard with this ETF, everything is up a **** ton. Anyway, some company changes I'd make + explanations: $AMD - +10% (rerate) $FLY - +3% (new) $WLAC - +1% (new) $MU - +1% (new) $FLNC - .5% (new) $SEI - .5% (new) $DFLI - - .25% (new) _ Trim (Tax harvesting) https://t.co/lBmB3bTrkl
View on X → - Oct 4, 2025Bullish
@Deenobrown123 if $MU's forward p/e is 11 looks promising. ill take a closer look, i haven't done a deep dive yet
View on X →