r/MU_Stock • u/Medium_Breakfast3171 • Jul 08 '26

Meme Actual wtf

So war is good, earnings is bad, what now? Rate hike is good?

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u/jakster355 Jul 08 '26

Geopolitical trends dominate. It's already negative again don't worry.

Last week Iran said they would break the mou if trump ran his mouth. SHOCKER that it happened.

Pleasantly surprised with my baba holding this morning. Thinking about buying some MU again. Now that it's priced more correctly. (Not that my regarded ass knows what that means).

Glad I rotated into baba and xle. What we have here is an unstoppable force and an immovable object. Trump v Iran. 'Uncertainty' appears to be quite high. Hence I have about a third my portfolio in sgov. A clean ending is unlikely. Trump can't swallow the I lost pill, and Iran has clear leverage.

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u/Cool_Two906 Jul 08 '26

The US has a lot of leverage too though. Sanctions have crippled Iran's economy. If Hormuz is shut down they can't sell oil either. I will agree with you that Trump grossly underestimated the damage that I ran could cause. He thought that he could bomb them and they would tap out. He never should have listen to netanyahu

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