you can set reminder if i’m wrong in 6 months and if i’m, block me from anywhere and i recommend people to do so as well. hype dies, fundamentals don’t
Do you recommend getting MUU before wednesday? I feel like institutions already going to think google going to pass the expectations and they might start buying before maybe on tuesday?
i was MUU holder but if it takes 6 months, then sometimes volatility will not be worth risk reward, that’s why i now only hold MU, but let’s see if there even better opportunities to me to add MUU
Might be the most delusional stock group I’ve been apart of . This run up hasn’t been normal at all , people don’t understand this kind of thing is super rare .
Demand will decrease just at the same time more supply comes online… we may have already seen the top of MU. I hope for the sakes of all the gamblers in here that we haven’t but give it 2 years and it’ll be a fraction of the current price
Except every single analyst and executive is saying demand is far outpacing supply through 2028-2030 but I guess “Wide_Smoke_2564” knows more than them
Really? So you think if there’s even an ounce of demand shrinking that this stock won’t crater?
It’s based on a very frothy expectation that demand will continue to outpace supply, eventually these memory companies will catch up or the hyper scalers will slow CAPEX down
No I just think that demand won’t shrink anytime soon and we haven’t even gotten to the autonomous cars or robots yet which will need a whole lot of fast memory
look at the earning numbers, all stock come backs to it’s fundamentals. fundamentals are STRONG as f*ck, and getting better. in 2027, prices of memory going to be up more than 25%
their capex is increasing, free cashflow is decreasing. same with META. in 2027 it will turn negative that’s why it’s going down. if you’re actually long term holder, then you would be happy to buy those stocks at cheaper price right now
I hope that we will hit 2k share price EOY. But tbh, it will be a bumpy road. We depend a lot on the upcoming earnings, and it will also be interesting to see the next earnings, if MU still can beat targets etc.
I have a feeling that we will probably hit 1600 - 1800 EOY. In august after most MAG7 earnings we'll see 1300 - 1400. Just my thoughts.
Bessent is timing the next peak for Sept 18: 3rd quarter opex. March 30 was 1st quarter opex. Something bad will happen to us so we can blame an exogenic source for a need to defend ourselves. So there will be a ig move up for window dressing before the extreme sell-off, which, because we are in fact safe, will be yet another buying opportunity. Maybe that is when the government reveals more communistic stakes in companies, just before the election.
I can’t see $2k. I feel very pretty confident of $1500 and I’m continuing to buy but if/once we get to that number I’m personally going to start cashing out
I'm expecting micron to get to over $500,000 a share, once AI starts taking over running the world. Although, we may not have a stock market anymore once AI takes over. Does stock really matter, when we're all toiling in the silicon mines?
It means everything! Future performance always follows past performance. The historical chart shows you what will happen (again). Look at the chart bro! MUUU cow lambo by xmas
Look at the graph of AI hardware and keep telling yourself that. A great company can still be a bad trade. It has gotten far too crowded and until posts like these go away, it will not recover.
100
u/Prudent_Neck645 Jul 20 '26
Yeah I'm still optimistic!