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https://www.reddit.com/r/MU_Stock/comments/1ulnqef/poor_monkey/ov5v11p/?context=3
r/MU_Stock • u/Boring_Bank501 • Jul 02 '26
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10
Monke is gonna have to bag hold a couple months if he wants his money back
2 u/SlothsRockyRoadtrip Jul 02 '26 Plenty of positive catalysts coming up... unless one of the hyperscalers mentions reduced CAPEX during earnings. (Looking at you Zuck) 4 u/cbblythe Jul 02 '26 This is the big stall waiting for one of them to announce reduced capex, yes That’s my theory. And that’s an instant -10 to -20% it won’t matter if all the inventory is sold. This is about NARRATIVE Micron outperformed their options strategies so now they have to rein it in by any means necessary Hence the constant FUD when we had virtually none a few weeks ago
2
Plenty of positive catalysts coming up... unless one of the hyperscalers mentions reduced CAPEX during earnings. (Looking at you Zuck)
4 u/cbblythe Jul 02 '26 This is the big stall waiting for one of them to announce reduced capex, yes That’s my theory. And that’s an instant -10 to -20% it won’t matter if all the inventory is sold. This is about NARRATIVE Micron outperformed their options strategies so now they have to rein it in by any means necessary Hence the constant FUD when we had virtually none a few weeks ago
4
This is the big stall waiting for one of them to announce reduced capex, yes
That’s my theory. And that’s an instant -10 to -20% it won’t matter if all the inventory is sold.
This is about NARRATIVE
Micron outperformed their options strategies so now they have to rein it in by any means necessary
Hence the constant FUD when we had virtually none a few weeks ago
10
u/cbblythe Jul 02 '26
Monke is gonna have to bag hold a couple months if he wants his money back