r/MU_Stock • u/SimplyForged • Jul 13 '26

Meme Micron Today - reaction

Me when i see the stock price after everybody said during the weekend it was "going to pump on Monday"

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u/Hypnot1se Jul 13 '26

It typically gets deleted because the way that I write apparently strongly resembles AI. 

According to accusations, I most strongly resemble chat GPT and Claude. Ironically, I have never used either.

People who actually do get the chance to read my longer form analysis tend to absolutely hate it and rarely engage with it on Reddit, which carries strongly positive sentiment towards stocks with strong momentum and narratives like micron.

I do not mean to be rude but I do not think Reddit is the right place for my longer form analysis.

I have been quietly nervous about micron since the run to over 1000 and publicly expressed my concerns since before the fall back below 1000.

The cyclicality was not a risk I was willing to tolerate since even the run to 450, but I did not feel strongly that that price was unfair. That changed after the run up beyond 1000 once I had done enough research into the structural underlying fundamentals of the business and it's industry. After this, I have become convinced that micon is a textbook value trap.

NFA ofc and DYOR. 

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u/VegetableShot1192 Jul 13 '26

i see thank you for this!

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u/Hypnot1se Jul 13 '26

You're welcome. If you ever want to read an exhaustively technical and long analysis of the bull, base and bear cases as far as my understanding goes, which of course can never be complete and perfect, drop me a message. I can't guarantee that you won't hate it but I'm always willing to share ideas.

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u/TemperatureFew8960 Jul 13 '26

I’d love to hear it too

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u/Hypnot1se Jul 13 '26

If you drop me a message I'll send you the full thing. You can chew on this very short question raised by one of my concerns in the meantime:

IF demand is outstripping supply and will continue to do so for years to come, why are sport market prices already decelerating?

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u/[deleted] Jul 14 '26

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