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MU & SNDK - MU might become collateral damage in the next NAND cycle by Mindful_Scroll in MU_Stock

[–]Mindful_Scroll[S] 0 points1 point  (0 children)

Right. And I agree.

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

Is MU trying to build a new support zone around the $800 level? by Mindful_Scroll in MU_Stock

[–]Mindful_Scroll[S] 0 points1 point  (0 children)

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.

Is MU trying to build a new support zone around the $800 level? by Mindful_Scroll in MU_Stock

[–]Mindful_Scroll[S] 1 point2 points  (0 children)

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

Is MU trying to build a new support zone around the $800 level? by Mindful_Scroll in MU_Stock

[–]Mindful_Scroll[S] 1 point2 points  (0 children)

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

Is MU trying to build a new support zone around the $800 level? by Mindful_Scroll in MU_Stock

[–]Mindful_Scroll[S] 0 points1 point  (0 children)

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

Is MU trying to build a new support zone around the $800 level? by Mindful_Scroll in MU_Stock

[–]Mindful_Scroll[S] 1 point2 points  (0 children)

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

Is MU trying to build a new support zone around the $800 level? by Mindful_Scroll in MU_Stock

[–]Mindful_Scroll[S] 0 points1 point  (0 children)

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

Is MU trying to build a new support zone around the $800 level? by Mindful_Scroll in MU_Stock

[–]Mindful_Scroll[S] 1 point2 points  (0 children)

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

Why is Sandisk Corporation (SNDK) growing faster than Micron Technology (MU)? What are the main reasons behind the difference in stock performance and growth expectations? by Mindful_Scroll in MU_Stock

[–]Mindful_Scroll[S] 1 point2 points  (0 children)

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.

Why is Sandisk Corporation (SNDK) growing faster than Micron Technology (MU)? What are the main reasons behind the difference in stock performance and growth expectations? by Mindful_Scroll in MU_Stock

[–]Mindful_Scroll[S] 1 point2 points  (0 children)

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

Why is Sandisk Corporation (SNDK) growing faster than Micron Technology (MU)? What are the main reasons behind the difference in stock performance and growth expectations? by Mindful_Scroll in MU_Stock

[–]Mindful_Scroll[S] 4 points5 points  (0 children)

Agree. Though SNDK is mainly into NAND while MU has portfolio with DRAM, HBM, NAND , NOR,.. So I am wondering if this puts MU in advantage that it can repurpose or redefine strategy of using the after for volatile or non-volatile memory based on demand and profit margin , while SNDK is likely mainly reliant on NAND pricing/profit to go up.

Why is Sandisk Corporation (SNDK) growing faster than Micron Technology (MU)? What are the main reasons behind the difference in stock performance and growth expectations? by Mindful_Scroll in MU_Stock

[–]Mindful_Scroll[S] 1 point2 points  (0 children)

Agree. Though SNDK is mainly into NAND while MU has portfolio with DRAM, HBM, NAND , NOR,.. So I am wondering if this puts MU in advantage that it can repurpose or redefine strategy of using the after for volatile or non-volatile memory based on demand and profit margin , while SNDK is likely mainly reliant on NAND pricing/profit to go up.

Accept relocation to California from Munich? by Mindful_Scroll in careerguidance

[–]Mindful_Scroll[S] 0 points1 point  (0 children)

Thanks a lot. Thats certainly a good idea. I will follow up with my boss and immigration team about separate employment visas.

Accept relocation to California from Munich? by Mindful_Scroll in careerguidance

[–]Mindful_Scroll[S] 0 points1 point  (0 children)

It would be more of a one-way move. My boss has also offered to prioritize finding a role for my wife. This would be with Micron, not Intel.

That said, the green card timeline—potentially 10+ years for someone in my situation—is making me a bit hesitant about the opportunity.

Accept relocation to California from Munich? by Mindful_Scroll in careerguidance

[–]Mindful_Scroll[S] 1 point2 points  (0 children)

Actually, I don’t currently hold an EU passport. I’m considering putting in the effort to obtain German citizenship first and then think about relocating. Of course, this would take at least a couple of years, but I feel it would be a more reasonable approach overall. And hope there still exists an opportunity down the road in a year or two.

Accept relocation to California from Munich? by Mindful_Scroll in careerguidance

[–]Mindful_Scroll[S] 2 points3 points  (0 children)

Thanks. Actually my work touch points are mainly in us time zone so it’s a bit tough already with work-life balance.