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Started By
Message
2
Posted on 7/7/26 at 4:14 am to Double Oh
Bump.
This one has continued to fall after crushing earnings
This one has continued to fall after crushing earnings
Posted on 7/7/26 at 6:02 am to Sabans straw hat
It’s weighing down DRAM the last month. Hopefully just a hiccup.
Posted on 7/7/26 at 6:39 am to supadave3
Just needs some consolidation time IMO. It rose extremely fast
Posted on 7/7/26 at 8:07 am to Sabans straw hat
quote:
Bump.
This one has continued to fall after crushing earnings
Yep anyone know why?
Posted on 7/7/26 at 7:05 pm to Double Oh
Majority of the semiconductor sector has been selling off since last week. A lot of profit taking. We sold the majority of our MU and San after earnings but I got back in a tad too early it looks like.
This post was edited on 7/7/26 at 7:08 pm
Posted on 7/7/26 at 7:17 pm to Double Oh
quote:
Yep anyone know why?
Would think that meta selling excess compute makes everyone nervous that capex will be reduced. Both them and spaceX having excess compute sort of running counter to the idea that we are severely limited
Posted on 7/8/26 at 9:55 pm to UltimaParadox
Meta just announced it’s building another $10B data center in Canada. I’m not sure they even have that extra capacity to sell. They may have just meant to state it will be a policy. Amazon just went to raise another $25B this week. Apple just signed a $30B deal with Broadcom for chips. This AI stuff has not shown signs of a slow down yet outside of people spouting stuff out their asses. This just seems like the same 30% correction we saw after MUs previous monster earnings.
Posted on 7/16/26 at 9:26 am to NoMercy
Well shite MU can you please stop enough is enough
Posted on 7/16/26 at 9:52 am to Double Oh
quote:
Any news on why MU is down 100 pts today?
China is entering the market, they will outproduce Korea in 2 years. This trade will crash down in 29 or 30. Are people pricing that far ahead??? Seems unlikely to me.
Posted on 7/16/26 at 1:03 pm to j1897
I don’t think that’s driving this. It’s just Wall Street being Wall Street. I mean look at all the AI plays taking hits that are even bigger and nothing has changed strategically. Cap ex is still growing by the hyper scalers. China crap memory or chips is not why companies like a NBIS is going to crash too. It’s all Wall Street games.
Posted on 7/16/26 at 1:39 pm to NoMercy
I jumped in today on MU think it’s a decent buy at this point.
Posted on 7/23/26 at 12:54 pm to LSUSLU106
Nasdaq down -550 yet Micron up $37 so what gives?
Any news on Micron today?
Any news on Micron today?
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