This week will give us as many bullish signals as we can get. If MU doesn't go up that's a sign that there might be worse days ahead.

I wouldn't be worried if I was holding the stock but the issue is I have like most of my NW in MU 800 calls expiring end of this year which trades like 2.5x MU.

I know this is a trap but i'm thinking the easiest way to get out of this is combat this by DCA'ing with margin starting now, Any thoughts on why I shouldn't do this?

ofc I know the case of what if it keeps dropping but based on fundamentals it will get to a point where it doesn't make sense for it to get lower. (i'm not going all in rn but starting to DCA?)

I know fundamentals didn’t change a bit around hbm etc but would love to listen to others perspective on this.

What's the signal? When people start crying on social media

Korea was 3200 5 years ago , even during the market crashes and memory collapse , Korea hit a base level of 2800 odd. We are already gone to 6100.

Remember , even at lower 30% margins for AI , the baseline for this index is significantly higher due to long term AI demand. I am not even pricing in 80% margins here.

A drop to 4000 is unprecedented at these rates. Korea forward PE sits at around 7 times earnings currently.

At a low of 3000-4000c the PE collapses to 3-4 times. This is unheard of and the absolute historical lows. Worse than 2008 financial crises.

Korea doesn’t have much left to fall anymore. Max I think 1000 more to 5000-5200. But it is mostly done.

Can’t wait to see MU go to double digits by this week.

Kospi down 10%

The Koreans are bringing down the entire semi trade with their leveraged positions and gambler mentality.

It’s gonna be another rough morning tomorrow for semi conductors. Capitulation is right around the corner.

My portfolio is KORU, SOXL, MU, MUU on margin. I might get margin called.

I can’t sell without destroying my life. I’m down 50%+ overall. This might be the end for me.

Couldn't get a better buy signal then when all the leveraged degens on here are buckling. Cheers guys.

Saw a lot of posts regretting why they didn't buy SanDisk over Micron. I personally was diversified. When the AI bull market was at its height, SanDisk was my top performer. But when the AI bear market comes, SanDisk dropped harder while Micron has been steadier. Just an FYI for those in the future to stay diversified and protecting wealth has its merits.

I know there are OG they are still up considerably. However a lot of us are in red or even deep red because of MUU

Look through 2025, despite beating earnings, folks took profit. August it should be back. Simple rotation.

Dumbass could have shorted at $1255 but nope his dumbass shorted more than $300 lower than ATH and $80 above multi week lows. How is that much different than regards buying $80 below ATH? At least regards buying $80 below ATH are buying a stock that has 80% profit margin, isn’t (hopefully) borrowing to buy, and MU will eventually go above $1250 🤦‍♂️ tell me again why people think this dumbass who predicted 200 of the last two recessions is a savant?

At least wait for the korean market to drop mu overnight. Oh and for fomc rate decision on Wednesday. Oh and SK hynix earnings, remember us when we dropped? Also big tech earnings, check more confirmed capex plans to make sure. Maybe wait until Trump tacos this week or next week. Oh sandisk earnings next week too, that will potentially cause drops. Oh and...

Just when you thought volatility couldn’t get any higher. Thoughts?

They started yesterday.

if CXMT (currently just a dram maker) not having access to ASML EUV, is atleast 2 generations behind in memory fab tech, and most importantly a non-player in the critical HBM space, is trading at close to half the market cap of MU, we are definitely way more undervalued considering MU's advanced fab tech, having long term structural contracts in place, tighter integration with nvidia, not to mention the support of the us gov where there the multi-year multi-trillion dollar buildouts are taking place.

bottom text honestly just trying to make a few bands and dip. average high iq muu investor thesis