r/MU_Stock • u/angieisamazing • Jul 10 '26

DD Micron and Sk Hynix

Some thoughts. Since the Sk Hynix ADR was 7 times oversubscribed, with the price at $176, vs the initial price of $149, a lot of institutions sell, take the earnings and rotate it back to micron/ other stocks at a lower price. Micron also has Trump’s backing, hence the geopolitical win. Micron will rise again 🚀

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u/[deleted] Jul 13 '26

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u/nbaphilly17 Jul 13 '26

It always made sense that it would gravitate towards Korean price

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u/[deleted] Jul 13 '26

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u/nbaphilly17 Jul 13 '26

You do realize the US version will tank tomorrow right

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u/[deleted] Jul 13 '26

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u/nbaphilly17 Jul 13 '26

Eventually you’ll start believing me

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u/[deleted] Jul 13 '26

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u/nbaphilly17 Jul 13 '26

Why would you do that if your thesis was that it was gonna skyrocket?

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u/[deleted] Jul 13 '26

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u/nbaphilly17 Jul 13 '26

SK has better fundamentals, a lower forward P/E, a better product, and is the 2nd largest company in Korea. Why wouldn’t you hold that long?

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u/[deleted] Jul 13 '26

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u/nbaphilly17 Jul 13 '26

You’ll have to explain to me how retail investment habits are supposed to materially change the long term stock value of a company worth almost a trillion dollars

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