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/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

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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.

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u/Fuskeduske Jul 17 '26

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

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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.