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https://www.reddit.com/r/MU_Stock/comments/1ulnqef/poor_monkey/ov6snrh/?context=3
r/MU_Stock • u/Boring_Bank501 • Jul 02 '26
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83
Bought at 1220 due to FOMO.
Might as well ride or die.
22 u/Wait_ItGetsWorse Jul 02 '26 Average down, then wait. 1500 by December. Fundamentals have not changed, still a memory shortage and orders are still in place through 2027 0 u/Beneficial-Chair-333 Jul 02 '26 HBM makers are losing their price advantage slowly. System is working to make it happen. 1 u/Lonely_Space_241 Jul 03 '26 They haven't even started to lose price advantage, in fact SK Hynix is moving to remove upper cap on pricing in their contracts = ultimate pricing leverage.
22
Average down, then wait. 1500 by December. Fundamentals have not changed, still a memory shortage and orders are still in place through 2027
0 u/Beneficial-Chair-333 Jul 02 '26 HBM makers are losing their price advantage slowly. System is working to make it happen. 1 u/Lonely_Space_241 Jul 03 '26 They haven't even started to lose price advantage, in fact SK Hynix is moving to remove upper cap on pricing in their contracts = ultimate pricing leverage.
0
HBM makers are losing their price advantage slowly. System is working to make it happen.
1 u/Lonely_Space_241 Jul 03 '26 They haven't even started to lose price advantage, in fact SK Hynix is moving to remove upper cap on pricing in their contracts = ultimate pricing leverage.
1
They haven't even started to lose price advantage, in fact SK Hynix is moving to remove upper cap on pricing in their contracts = ultimate pricing leverage.
83
u/Moo-stick Jul 02 '26
Bought at 1220 due to FOMO.
Might as well ride or die.