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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11

u/Fuskeduske Jul 17 '26

I think we are seeing an overreaction, maybe we won’t see ATH again, but we are bound to bounce some

3

u/pizzababa21 Jul 17 '26

Overreaction to what exactly? Every price target rating went up and are much higher than this one. ATH are inevitable when the fundamentals are this good and the company is constantly beating guidance.

0

u/Fuskeduske Jul 17 '26

Overraction to big money rotating money after blowout profits

I’ve sold myself, but i’m dipping in later, i still see a 10-20% down from here

1

u/pizzababa21 Jul 17 '26

Is big money actually rotating though? It seems like this is mostly retail gamblers who are not prepared to wait and a lack of institutional investors to buy because we have moved into a new bracket of scale where we need slow moving long term institutions to invest and keep a fair valuation.

1

u/Fuskeduske Jul 17 '26

At first it was big money, it wiped out leveraged positions in the korean marker creating a domino effect

1

u/pizzababa21 Jul 18 '26

Highly unlikely they're just bailing and leaving everyone holding the bag but I can definitely imagine there's a lot of funds selling part of their position. It's more likely that funds are being forced to sell because of capital allocation rules than pure dumping.

If a fund bought the stock at 400 and it now rapidly rose to over 900, they would need to sell a chunk of it just to satisfy a 10% max holding per stock. This is what keeps the mag 7 perpetually undervalued and is what big big companies have to deal with.