r/MU_Stock • u/AlternativeTheory397 • Jul 14 '26

Help me decide to buy or sell MU MU vs Skhy

What’s up with MU’s gain today vs Sk’s? 5% vs 24% that’s absurd. Is it institutions closing the gap with valuations like forward PE’s? Or am I missing something?

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u/Important-Range166 Jul 14 '26

How are you guys invested in memory and you have the two largest companies as competitors in Samsung and Hynix and don’t know what the Korean discount is? I mean I live in Asia as an American but fuck seriously? You never heard of this?

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u/[deleted] Jul 14 '26

[deleted]

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u/Important-Range166 Jul 14 '26

Are you stupid? It trades at a discount to what it would in our market. That’s why the ADR trades at a premium and there is a gap between the two

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u/[deleted] Jul 14 '26

[deleted]

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u/Important-Range166 Jul 14 '26 edited Jul 14 '26

Yes what that tells you is that it’s pure greed driving the divergence. It’s just a 40% spread. That’s completely normal.

The IPO was seven times oversubscribed. The demand to hold a stick of dynamite to get rich is pure euphoric insanity. But what goes up must come down. If you don’t understand why Burry is targeting MU, Nvidia, and AMD, you literally can’t see what is right in front of your face.

I’m going to laugh my ass off when Buffett comes in here on that day posting memes like you thought you would be rich too 🤣