If you don’t believe in HBM then just sell and fuck off lmao
Not hard.
Believe what you wish, I stay a bull because the fundamentals and growth projection of the company is great.
Anyone else buying because the demand for memory is so high as well?
Any particular reason, any news come out?
Korea has dropped the entire sector off
SK and Samsung is down over 7% overnight
Big buying opportunity tomorrow
In these drawdowns, especially if you’re emotional it makes little sense to keep looking at red days and complain about them
micron told us what the future holds, they have a game plan, they have secured long term 5 year contracts with industrial customers… there is no end in sight for this shortage of memory demand and supply. This is not a cyclical industry anymore, at least for the next 4-5 years. AI is undeniable now and if you aren’t in it for the long haul, you’re giving up hundreds of thousands of dollars on the table.
A lot of us bought on Monday, it sucks to see it drop yet again but it’s better you zoom out before you make a stupid decision.
DCA and Zoom Out, if you need to, even delete Reddit for awhile and keep up with YouTube daily… that’s what I personally do.
Time to zoom out til next week
Could I hold for 5 years in theory and be okay if say the next bottle neck for AI is Memory for Physical AI/Humanoid Robots?
What has memory done in the past before last year when talk really started around the big 3 companies?
I was unemployed for 11 months in 2025 at the lowest I’ve ever been personally, financially and mentally, I couldn’t land a job and at the start of January 2026 I finally got a plant job and I’ve been trying to catch up investing at 29 when I should of 10 years ago while not being discouraged of other peers ahead of me
Working so hard to make ends meet, invest as much as mathematically possible… as of today reaching 15k, investing 13k at this point, 135 shares at 68 average
I finally envision a light at the end of this tunnel, I don’t ask for much, I just hope to give myself and my future family the life they deserve.
2026-2028 are the go go years to invest like a manic while this supply demand remains extremely high
Just wanted to let out a good cry that there’s a certain level of optimism I haven’t been able to find until now.
Micron reports a staggering 41.6 Billion in revenue in Q3 compared to 23B last quarter with expectations in line for Q4 touching potentially over 50 Billion.
Gross margin of 85%
It is climbing at an extreme rapid rate right now.
For whatever reason people panicked today and normally when a big correction like we got today happens before earnings, it means it’s less likely we drop again after earnings if they meet or match wall streets expectations where as if investors were into a stock and it’s ripping going into earnings that there is a correction after earnings.
Does that mean if Micron delivers which by all accounts almost every firm has said they’ve met but won’t disclose for obvious reasons
I think after the bell Wednesday we could see a really solid pump.
My average is 70.89
For some reason I have this sneaking feeling that even after Earnings tm we won’t see a below 70.00 usd price again.
If we have already dropped 13-15% overnight, what’s the chances we drop into the high 40s mid 50s?
I don’t think we drop that low
Sell 13-15% of profit and buy a possible dip or hold it hoping after earnings for MU that it shoots up ?
I hold ORBX.TO here in Canada and all I know is SPCX will be coming to the index at a 20% position.
A representative told me last week July 1st is their plan.
I bought in at 26.20 currently down 20%, it’s high was 31.13 a couple of weeks ago but
I have about 4500.00 cad in this fund
Ultimately that is the plan I want to do but I also don’t know how long this memory supply shortage will go on for
Idk maybe some more informed people can tell me