MU
Micron Technology, Inc.
stock NASDAQ

MU is up some crazy amount in the past six months

Agreed. Wall Street don't know the first thing about this stuff. And even if SaaS was being replaced by AI (which is BS for the reasons you named), why are NVIDIA, Broadcom, MU etc. all being sold off as well? It's all BS.

Im not buying AI is the reason everything is dropping. CSU being Canadian definitely helps it when the foreign investment is slowly leaking out of the US. I'm seeing tech companies who wouldn't be impacted by AI (Uber) and even companies that are benefitting (MU) fall dramatically. Berkshire is rising which seems like a run to safety by investors with medium term fears.

> Except it ain’t just me saying so and the issue with MU and SNDK here is cut and dry. Their RSIs are through the roof.
I look at RSI but it's definitely not a primary consideration especially considering beyond the short-term. Not against bearish discussion, but if you offered something company-specific people would have more to go on. For example, if you were concerned about SNDK in the near-term because WDC is probably going to sell its 7.5M stake shortly. Again, I look at rsi as one part of the broader consideration when making an investment, but I can't imagine having a view largely based upon it.
SNDK had an RSI well above 70 and at times 90+ from September to November last year before a correction, but post-correction it took off again. Could it correct? Absolutely, but to me there has to be some view of where the story is, not just viewing it through the lens of technicals.
Just imho and not trying to be harsh or anything just trying to maybe turn this into a more balanced/productive discussion.

Use up limited manufacturing capabilities to make products that make only little profit margin compared to DC AI chips. Of course bearish.
Try asking yourself why MU and SNDK stop making consumer memory RAM sticks now?

MU is leverage qqq right now, it can't moon if nasdaq doesn't rebound

MU calls should print? All 2 out of 3 big cloud providers (msft, googl) just confirmed that they are ramping up capex even more and building more data centers etc. MU to the moon??

MU straight back to $450 before the investor event on 11 February. We all saw what happened to WDC this week during their investor event. : )

Except it ain’t just me saying so and the issue with MU and SNDK here is cut and dry. Their RSIs are through the roof.
They most likely had their blowoff tops a few days ago. Buy MU or anything memory related if you want to have your heart shattered.
Your BTFD idea on software is actually a WAY better idea even though I suspect they just remain stagnant for now.

Because market says fuck MU and SNDK even though fair value of MU is more like 1500 and fair value for SNDK is in the thousands

The dip is likely going to get dippier within tech.
My guess is that MU will have a chart that looks like ORCL’s this year.
Sorry.

Anyone else buying AMD and MU dip? AMD being down 16% after a great er, and MU down from 420 to 360 in two days with some liquidation candles.

my MU calls already GUH

$ASTS $MSFT $MU $GOOGL $UUUU

I learned it from chatting with artificial intelligence. The next-generation rubin computing performance has been greatly improved, but these data need a more reliable and faster transmission method. NVIDIA uses its own NVLink to connect gpu and gpu. However, gpu connection cpu, io, network connection technologies need to be upgraded to pcie6 depends on third-party manufacturers. On the current GB200 series, ALAB only occupies 10-20 shares, but the technical threshold has been raised in pcie6, and there are fewer competitors. At present, OEMs can enter the Rubin supply chain using ALAB's connection cable for testing and tuning. AVGO needs to Ubin can only enter the current progress through customization and debugging. It takes 2027 to enter the supply chain, so rubin's market share will increase significantly. I believe that rubin is the hot spot of this year's hype, which will benefit from storage companies such as MU and sk Hynix. VRT of liquid cooling company. Optical Communication Company and so on. These are the information I know so far. If there are any mistakes, you can correct them. Of course, ALAB has the problem of overvaluation, but it also has a relatively high potential for outbreak.

yeah, every tech guy knows there's no fun without RAM and drives, even more data coming... extremely bullish for $MU and $WDC

Retards here don't understand fundamentals, and don't understand that MU SNDK STX WDC still have a ways to go until it's sell time

!banbet MU $416.65 8D

then buy MU and Sandisk

My shares of MU and SNDK would like a word