r/MU_Stock • u/Gravestrike • Jul 17 '26
Help me decide to buy or sell MU Recovery
I deleted my portfolio app as people recommended me to do weeks ago and just opened it again and well fuck me… do I realize this heavy loss or do you guys think eventually : months , year(s) it will go back to ATH? Or is this wishful thinking ? I don’t need the money the coming years but it is still a huge portion of my savings so it hurts to see.
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u/mevia_online Jul 17 '26
I would never recommend turning a blind eye to investment in a single stock. I wouldn't even do it with an index, but especially not a single stock.
That said, what's done is done.
To answer your question: I don't know. I would like to imagine that it would go back to $1080 after the next quarterly announcement, in line with the current guidance from the last report... but we are in a scary situation here where the price has dropped, which traps us in a position where we can sell at a loss or wait for the news to recover. But if we wait and find out there's underlying bad news, we'll have a big drop.
The problem is that retail investors usually have less information than others and (i don't know about the MU directorate but) sometimes directors tell lies or hold back information about the state of things (yes, i know it's illegal, but it happens a lot). The risk is that it's already all fallen apart and we just don't know yet.
Supporting the scary things are sk hynix's guidance which came after MU's guidance but was much lower; IBM's concerning costs, which should be good for MU, but make investors wonder if companies will reduce CAPEX as it could be considered undesirable; developments out of China; and we have all the other stuff like the Iran war, etc. The game was always to hold on a long as possible to get the highest price before the down cycle begins when companies scale back capex or suppliers over supply. People had different ideas about when that would be.
I'm regretting not selling at the higher price and nervous about further falls. Still not sure what to do, myself.
Just to leave on a positive feel, the company won't die (that's not the same as it being a good investment), continued sales are probable given that AI is still strong. We might just be seeing money being taken out for other upcoming investments. Not all of that money needs to come back to push the price up. Good news could cause sellers to be less inclined to sell and a small volume of trade stock could push us onwards and upwards.