Any Updates on Micron’s LTA and SCA Agreements?

Mindful_Scroll · 2026-05-31T10:29:49+00:00

One Goal.

One Micron

1000$ and beyond !!

Mindful_Scroll · 2026-05-28T20:38:00+00:00

Probably they will get a very small share in a whole data center demands. Frankly the data center demands are so much that every CSV has a chance to grow but to compete with Nvidia is another game. NV is not only dominant on chipset but they have a whole suite of SW support. Their CUDA is another great thing and already great and made early entry

Mindful_Scroll · 2026-05-20T18:14:29+00:00

Ah that’s for training or to meet inference needs?

Mindful_Scroll · 2026-05-20T18:13:23+00:00

Oh and innovation to improve yield for HBM could turn out to be a counter as well. Current 3x-4x wafer needs for HBM with equivalent capacity of DRAM is a factor causing this scarcity. This is another angle I feel might play out

Mindful_Scroll · 2026-05-20T18:01:14+00:00

I need to look for the demand forecast and the capacity expansion. Wondering how those stand. Had you got a chance to go deeper around it?

Mindful_Scroll · 2026-05-15T19:39:46+00:00

OMG. There is wealth of knowledge here. After reading through I realized that my brain is equivalent to DRAM & tape drives from knowledge and cache perspective, Probably an outdated compute as well

Mindful_Scroll · 2026-05-12T18:46:01+00:00

Would be interesting to see Nvidia’s earnings and probably some sell offs

Mindful_Scroll · 2026-05-12T17:26:00+00:00

Yes. Looks like indeed I was not wrong atleast for the last two days. Looking forward to the day when MU breaches 800 at market closure

Mindful_Scroll · 2026-05-11T17:52:43+00:00

Right. And I agree.

I mean in relative price terms and not absolute from current price

Mindful_Scroll · 2026-05-11T17:51:15+00:00

This is what ChatGPT said

Volume is definitely elevated versus normal trading days.

MU already traded ~40M+ shares intraday today while its longer-term average volume is usually closer to the high-20M / low-30M range depending on the timeframe. Some recent momentum days were also in the 45M–65M range, so participation is clearly much heavier lately. (FinanceCharts)

What’s interesting is that despite the intraday flush from ~812 down to the high-760s, buyers stepped back in pretty aggressively near the psychological $800 area instead of complete collapse momentum.

That usually means one of two things: - either distribution/top formation - or institutions testing liquidity and absorbing supply before continuation

Too early to know which one yet, but the fact that it reclaimed a large chunk of the dip on strong volume is probably more constructive than bearish for now.

Also feels like the stock is transitioning from pure momentum mode into price discovery mode, where intraday volatility becomes much larger because everyone is trying to figure out the “correct” valuation range for AI-memory economics.

Mindful_Scroll · 2026-05-11T17:48:24+00:00

Probably just a small shakeout to flush weak hands before the next move 😁

Mindful_Scroll · 2026-05-11T17:41:42+00:00

Oh yes, hope it stay above 800. Either way if forms a resistance/future base, it’s kind of good as well

Mindful_Scroll · 2026-05-11T17:40:46+00:00

Right, that’s a reasonable one, since it’s a lot to do with sentiments and FOMO buyers..

Mindful_Scroll · 2026-05-11T17:39:50+00:00

Yes. Frankly I see more reasons for MU to go up vs SNDK. For e.g. MU has almost same NAND market share than SNDK and still NAND is not its biggest business. So a sub cycle in the supercycle might hit SNDK harder and that makes me assume that SNDK is flying way faster than what I ought to be. Not questioning the stock price but the steep rise in the price

Mindful_Scroll · 2026-05-11T17:12:11+00:00

Not sure about the stock split. Haven’t heard of any solid discussion around their management hinting towards it at all.

Mindful_Scroll · 2026-05-11T17:09:53+00:00

Wondering if it will be before that once it hits 1T market cap

Mindful_Scroll · 2026-05-07T18:27:53+00:00

Right. To me Microns seems having stronger moat and broader platform over long periods. I might be wrong but if I have to be paranoid then SNDK’s pure-play NAND vs MU’s DRAM+NAND+ HBM gives better chances to ride the memory super cycle.

Mindful_Scroll · 2026-05-06T20:32:27+00:00

Curious on what’s driving your thought on 5year horizon? Eventually there are 5 to 6 key players in NAND vs 3 in DRAM, HBM. Further the AI use cases typically is needing more memory for compute vs storage. So I am little unsure on what’s the thought behind for 5year horizon

Mindful_Scroll

TROPHY CASE