To The Moon

MU closed up 1.11% at $948.80 on Tuesday, with overnight trading pushing it further to $964. After the stock's brutal 22% drawdown from its $1,255 all-time high, the question everyone's asking is the same one I've been wrestling with — is this the dip, or is there more pain ahead? Here's the context that matters. The selloff had nothing to do with Micron's actual business. The Q3 results were genuinely one of the best quarters in the company's history — revenue of $41.46B, up 166% from a year ago, EPS of $25.11 beating estimates by 24%, and Q4 guidance of $50B that blew past the $43.58B consensus. This is a company firing on all cylinders. The selloff came from two things — profit-taking after a 760% run over 12 months, and now a new overhang: SK Hynix's $28 billion Nasdaq IPO under the ti

It’s fascinating how Samsung posting record quarterly earnings somehow triggers "peak AI demand" fears. If anything, it proves the cash flow and demand in the memory sector are entirely real. Micron’s own bullish guidance hasn't changed. The 4.7% slide below $950 feels much more like macro noise (Iran/oil macro pressures) and institutional profit-taking after a massive run rather than a structural breakdown of the AI supercycle. For long-term investors, periods of "crowded-trade unwind" usually offer the best entry points. I'm viewing this as a healthy rotation and a potential buying opportunity for MU.

$mu$Micron Technology(MU)$   is a high quality memory manufacturer for computers who is artificial intelligence and data centres able to benefit from capital investments in these sectors. The outlook  for micron is positive with further demand for memory in the future 

Yes, peak already, time to retreat 10%.

HMA to look out for 

Sorry term noises, stay focus on long term

Very bullish on Micron stock more upside 

"I’m still computing." Short-term volatility doesn’t change the long-term AI thesis. $Micron Solutions, Inc.(MICR)$ $Samsung Electronics Co., Ltd.(SSNLF)$ Memory stocks have been one of the biggest beneficiaries of the AI infrastructure buildout, so a pullback after strong gains is not surprising. The market often tests conviction when expectations become extremely high. The key question isn’t whether demand has peaked — it’s whether AI adoption is still accelerating. As data centres, advanced computing, and AI models continue to scale, memory remains a critical piece of the foundation. A healthy market doesn’t move in a straight line. Sometimes the strongest companies face the biggest short-term correct

Serious breach already 

$Micron Technology(MU)$   Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. I personally think MU and its counterparts are due for a correction. Overall I am still bullish on the tech sector. But on the short to medium term I think there will be a shift of funds back into defensive sectors such as commodities and healthcare.  @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.

$Micron Technology(MU)$   Summary Micron Technology, Inc. delivered a record-breaking quarter with Q3 FY26 revenue of $41.5B, up 346% YoY, and non-GAAP gross margin surging to 84.9%. MU's growth is powered by AI data center demand and transformative long-term take-or-pay contracts, securing ~50% of revenue and reducing cyclicality. Management guides for $50B revenue next quarter and $30B in free cash flow for Q4 FY26, fully funding aggressive CapEx from operational cash generation. I estimate MU's EPS at $114 in 12 months, supporting a $1,725/share price target by July 2027 at 15x P/E, with upside potential if growth outperforms.

The intraday price action you observed in $Micron Technology(MU)$ —dropping 5.5% on a headline before bouncing back in after-hours—is a classic case of headline risk clashing with structural fundamentals. To evaluate whether the memory supercycle is truly intact, or if you should look for entry signals elsewhere, it helps to break this down into three core elements: the nature of the lawsuit, the metrics to watch, and what peers like SK Hynix are telling us. The Lawsuit Drop & Rebound: Noise vs. Signal The sudden 5.5% drop was triggered by a class-action antitrust lawsuit filed in late June 2026 against the "Memory Trio" (Micron, $Samsung Electronics Co., Ltd.(SSNLF)$ Samsung, and

MU closed up 1.11% at $948.80 on Tuesday, with overnight trading pushing it further to $964. After the stock's brutal 22% drawdown from its $1,255 all-time high, the question everyone's asking is the same one I've been wrestling with — is this the dip, or is there more pain ahead? Here's the context that matters. The selloff had nothing to do with Micron's actual business. The Q3 results were genuinely one of the best quarters in the company's history — revenue of $41.46B, up 166% from a year ago, EPS of $25.11 beating estimates by 24%, and Q4 guidance of $50B that blew past the $43.58B consensus. This is a company firing on all cylinders. The selloff came from two things — profit-taking after a 760% run over 12 months, and now a new overhang: SK Hynix's $28 billion Nasdaq IPO under the ti

It’s fascinating how Samsung posting record quarterly earnings somehow triggers "peak AI demand" fears. If anything, it proves the cash flow and demand in the memory sector are entirely real. Micron’s own bullish guidance hasn't changed. The 4.7% slide below $950 feels much more like macro noise (Iran/oil macro pressures) and institutional profit-taking after a massive run rather than a structural breakdown of the AI supercycle. For long-term investors, periods of "crowded-trade unwind" usually offer the best entry points. I'm viewing this as a healthy rotation and a potential buying opportunity for MU.

The intraday price action you observed in $Micron Technology(MU)$ —dropping 5.5% on a headline before bouncing back in after-hours—is a classic case of headline risk clashing with structural fundamentals. To evaluate whether the memory supercycle is truly intact, or if you should look for entry signals elsewhere, it helps to break this down into three core elements: the nature of the lawsuit, the metrics to watch, and what peers like SK Hynix are telling us. The Lawsuit Drop & Rebound: Noise vs. Signal The sudden 5.5% drop was triggered by a class-action antitrust lawsuit filed in late June 2026 against the "Memory Trio" (Micron, $Samsung Electronics Co., Ltd.(SSNLF)$ Samsung, and

$mu$Micron Technology(MU)$   is a high quality memory manufacturer for computers who is artificial intelligence and data centres able to benefit from capital investments in these sectors. The outlook  for micron is positive with further demand for memory in the future 

Yes, peak already, time to retreat 10%.

HMA to look out for 

"I’m still computing." Short-term volatility doesn’t change the long-term AI thesis. $Micron Solutions, Inc.(MICR)$ $Samsung Electronics Co., Ltd.(SSNLF)$ Memory stocks have been one of the biggest beneficiaries of the AI infrastructure buildout, so a pullback after strong gains is not surprising. The market often tests conviction when expectations become extremely high. The key question isn’t whether demand has peaked — it’s whether AI adoption is still accelerating. As data centres, advanced computing, and AI models continue to scale, memory remains a critical piece of the foundation. A healthy market doesn’t move in a straight line. Sometimes the strongest companies face the biggest short-term correct

Sorry term noises, stay focus on long term

$Micron Technology(MU)$   Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. I personally think MU and its counterparts are due for a correction. Overall I am still bullish on the tech sector. But on the short to medium term I think there will be a shift of funds back into defensive sectors such as commodities and healthcare.  @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.

Very bullish on Micron stock more upside 

$Micron Technology(MU)$   Summary Micron Technology, Inc. delivered a record-breaking quarter with Q3 FY26 revenue of $41.5B, up 346% YoY, and non-GAAP gross margin surging to 84.9%. MU's growth is powered by AI data center demand and transformative long-term take-or-pay contracts, securing ~50% of revenue and reducing cyclicality. Management guides for $50B revenue next quarter and $30B in free cash flow for Q4 FY26, fully funding aggressive CapEx from operational cash generation. I estimate MU's EPS at $114 in 12 months, supporting a $1,725/share price target by July 2027 at 15x P/E, with upside potential if growth outperforms.

Serious breach already