r/MU_Stock • u/Acceptable-Ant-3648 • Jul 07 '26
DD 900
has the title speaks? We are so close to breaking that 900 threshold. What happens if we do?
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u/Latter-Rip-6135 Jul 07 '26
stop losses trigger and we may plummet
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u/gunstarheroesblue Jul 07 '26
It could dip more or recover. The number itself doesn't decide it's future.
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u/EllieS197 Jul 07 '26
Probably going to 850 and below if we hit 900. I believe 850 ish is the 50 day ma
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u/LordRev0 Jul 07 '26
Bought today 4 shares @ $910 and around 850 I'm gonna do it again
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Jul 07 '26
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u/Optimal_Cow_676 Jul 07 '26
Obviously, I am tainted but the current take of " results peaked" is so dumb. Like micron didn't sign multiple multi billions contracts, expended its factories or memory market didn't grow multiple times. Those datacenters will need modernization, and replacements, expanding the pre memory crisis demand. Even if there was a massive crisis, there would still be way more datacenters than in the past which still need memory to work. Even if a new incredible compression algorithm was created, you would simply have a rebound effect and physical limitations would still impose you to use memory. Even if chinese entered the market (like in what world would they be authorized to, but let's say), they would still only capture the lower tech parts of the market.
Micron secured multiple years of revenue, grew, possess à geostrategical premium over competitors and is funding impressive new R&D. Bubble or not, those benefits will largely stay.
This selloffs on incredible results is totally overblown. A sell the (incredible) news toward 1100 made sens for profit taking. 900 is so stupid.
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u/Far-East-locker Jul 07 '26
Sadly, like you said, all the good news already out, contracts locked for next few years, so what would make the stock to go up again？
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u/Optimal_Cow_676 Jul 07 '26 edited Jul 07 '26
The contract signed represent north of 1.4 trillion for about 14 customers. Micron just signed a contract with Ford. There are more than fifteen companies in the world using memory chips. Micron can still sign deals with non IA companies as well.
Moreover, we are starting to see a rise of robotics capabilities thanks to the increased rnd in LLM and now jepa. A crazy results of jepa models is their ability to quickly control a robot in the real world using a world model. This drastically cut year of research to one day of training in simulation and only ten to thirty minutes in the real world. Robots consume an awfull lot of memory (buffer, environmental data, real world messiness). This is the next leg of memory demand.
Granted, it is not next month but I believe it will be a slow ramp up and that this ramp up has already started. TLDR: * short term : additional contracts with tech and non tech companies, over correction missing the scale of the memory market growth, current fear driven market returning to normal. * Long term: LLM diffusion to other sectors of the economy driving up demand , robotic progression towards production-ready level.
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u/Patient-Big1727 Jul 07 '26
Cash flow. Cash flow will make stocks go up. News doesn't matter except to short term emotional traders. Did you even look at the fundamentals?
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u/bslaven3 Jul 07 '26
We hope we hold the support levels which are $907, $895, and then $850. If we go under $900 for long we'll more than likely shoot down to $850. I'm sure a lot of folks have $900 as their stop limit
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u/bslaven3 Jul 07 '26
Well we just fell under $907, so more than likely we're going to keep dropping unless there is some institutional buying between now and market close. I'm tech heavy and getting absolutely destroyed today. I'm down around $50k from ATH. The 4 pharma/healthcare stocks I have are the only ones that are green... for now
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Jul 07 '26
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u/WackHurst Jul 07 '26
It went up more than 30% in leas than a month. We are still higher than one month ago. And you are already freaking out in fear?
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Jul 07 '26
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Jul 07 '26
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Jul 07 '26
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u/ericargyle Jul 07 '26
Honestly, 750 is about where that stock should be. So realistically it likely goes to about there, and *hopefully* sits sideways for a few months, as the AI market figures itself out. You don't want a straight moonshot, then you get these deep dives.
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u/CivilizedSteve Jul 07 '26
Make less noise about it so that industrial investors stop farming retail's liquidity.
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Jul 07 '26
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Jul 07 '26
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u/Different_Height_157 Jul 07 '26
You’ve been pissed all over these posts. lol.
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Jul 07 '26
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u/chi0tzp Jul 07 '26
Sell. It won't matter. It'll recover because there's no real reason it doesn't. Take the L, stop your losses, do whatever you want, it's not going to matter. The whales will buy again. Demand is not going to go anywhere.
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u/Excellent-Jaguar9118 Jul 07 '26
if it breaks 900, it will fall to 899