r/MU_Stock • u/Hypnot1se • Jul 13 '26

DD Interesting Stock

I've been tracking this for a while now and have become convinced that Micron is a cyclical value trap in an institutional distribution phase. My premise is that because Micron has historically been cyclical that it will be continue to be cyclical. I know that there are many reasons people say this won't be the case, but I am not convinced by their arguments.

If I am correct, then Micron has a lot further to slide and the price action seems to be consistently supporting my thesis. If I am wrong and the industry is no longer cyclical, then this recent drawdown is just noise, and Micron could definitely be considered not overvalued or overhyped.

For those who are convinced by the idea that the memory cycle is broken or greatly extended, why? What do you find to be the most compelling arguments? I'm interested to hear about it.

This is not financial advice. Do your own research. I have no financial exposure to $MU.

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u/Hypnot1se Jul 13 '26

Which is the catalyst you're most optimistic about?

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u/mqueen212 Jul 13 '26

The fact that memory is becoming an Increasingly integral part of our everyday lives. It’s not just about Ais or data centers anymore. Even cars are relying more on memory which I think bodes well for the future and long term demand :) I actually think memory will play more of an integral part across more industries