MU
Micron Technology
BUY
Sentiment
Bullish
Confidence
High
Timeframe
Unspecified
Holding
Yes
AI Analysis

The investment signal for Micron Technology (MU) is prompted by the investor's ongoing commitment to the stock despite recent losses, indicating a bullish outlook. The investor, who has been active in the market for seven years, reported a significant drop in their portfolio value from approximately $460,000 to $360,000, primarily due to their heavy investment in Micron, which remains their largest position. They invested an additional $50,000 in Micron through shares and options, reflecting their confidence in the company's future performance. The investor expressed concern over Dell's latest earnings, which has led them to question whether the rally in Micron is over, yet they are still optimistic, noting that discussions on Reddit about Micron reaching $2,000 are becoming less far-fetched. This implies that for those tracking this investor, there is a strong belief in Micron's potential for recovery and growth, suggesting that they may want to consider similar bullish positions in the stock, especially given the investor's intent to build a memory capacity forecast and expectations in the near term.

Source
F
@financein90s
Trust 8/10
Posted May 30, 2026 · 7:39 AM PDT
DY9139NxN0-
Price Chart
Market Data
via Yahoo Finance · live
$877.57
-0.44%
Market Cap
$991.12B
P/E (TTM)
19.8
Fwd P/E
5.7
Beta
2.21
Div Yield
0.06%
52-Week Range
$113.46
$1255.00
Volume 34568477
Avg Volume 52152882
Technology Semiconductors
Reel Summary

Mentions keeping an eye on Micron and expresses concern about its performance based on Dell's latest earnings.

Reel Transcript
View reel
I lost about 100K in two weeks, and I didn't sell a single share. Two months ago, I started posting, and this was my active portfolio then. Shortly after this video, I put another $50,000 into micron in both shares and options. The portfolio went from around 460K to 360K. Here's where I'm at now. And honestly, it's a bit surreal. I don't classify myself as an expert trader or guru. I've been investing for around seven years now and looking at the markets for 10. My former professional background, personal circumstances, and obsession with financial freedom got me here. So here's a sneak peek in what drove my portfolio to here in the first place, micron. Still my biggest position and the one that I worry about the most. Dell's latest earnings are making me second guests if the rally is over yet, going to spend a day building out a memory capacity forecast and expectations because these reddit threads calling for a micron at $2,000, are looking a little less crazy day by day. AMD been buying out of college and sitting around four times returns. Google, my micron in 2025, bought heavy around an average of $160. ASML, the EUV monopoly, up over 100%, but surprisingly outpaced by applied materials, which has nearly tripled for me. My biggest losers, Duolingo and BMNR. I sold some cover calls on BMNR when the premiums were fat, so the loss doesn't feel as bad. And I still have a thesis for Duolingo, so I'm giving management some time to cook. We're sharing my perspective on the market and building a series to help you start from literally zero and how I think. So follow to get your money in order. Be in the next one.