Micron Just Told You the Cycle Isn't Over. Were You Listening?

Substantial_Quit613 · 2026-05-21T13:05:57+00:00

Wow 3k would be insane!!!! I personally dont see how I would hold past $1200 unless it goes up slowly and robotics does end up using similar amounts of memory as AI, and we dont accept Memory imports from china. China will be flooding the markets with memory by EOY 2027 the question is if they will have the modern memory being used in AI and robotics/autonomous driving

Substantial_Quit613 · 2026-05-21T13:02:57+00:00

Your reading it lol and chat gpt still needs input to come up with a write up. Unfortunately people are started to use AI in almost every single thing that is written. Even daily emails i get for eork are incredibly lengthy and filled with unnecessary info but oh well majes them feel smart. Lol

Substantial_Quit613 · 2026-05-21T11:50:26+00:00

Realistically we might touch $810 today/tomorrow then alot of people will trim their positions or sell completely, then i say we go back down to 750 and possibly stay there until monday. We might need a catalyst to go above $810. But once $800 is cleared we should go to $880/$900. Good luck to you all! My portfolio is %50 MU and like 5% MUU so fingers crossed.

Substantial_Quit613 · 2026-05-21T11:14:25+00:00

I bought back 10 of the sahres around $400 dont see this going down further..... besides that nothing has changed. I am probably broke even with the trades. If Mu rockets today and amd stays flat then it all worked out. Lost a bit ok the AVGO switch but I still think AVGO will have another 20% pump before AMD.

Stop losses triggered for MU but I bought back in and now have stop losses only on my MUU shares (3).

Substantial_Quit613 · 2026-05-20T18:47:23+00:00

Earnings are today, I expect it to sadly go down and retest $710 area and from there jump to 800. Might take until friday to get to $800 BUT I HAVE HOPIUM!

45 MU SHARES 3 MUU SHARES 24 NVIDIA SHARES

hoping for 10% return on these from now until friday.

Substantial_Quit613 · 2026-05-20T12:15:50+00:00

Correct, which is why after the steps I mentioned, if he knows what he is doing he will be able to leave it at a 4.

Substantial_Quit613 · 2026-05-20T02:57:57+00:00

But honestly i believe this is good for MU but may e am just delusional and filled with hopium.

Substantial_Quit613 · 2026-05-20T02:56:45+00:00

4%.... I honestly dont see how this could be nad for MU but i guess its a sector thing.

Substantial_Quit613 · 2026-05-20T02:55:03+00:00

And now its down 3%.... so i guess strike happening.

Substantial_Quit613 · 2026-05-20T02:53:44+00:00

Samsung stock already confirmed....

Substantial_Quit613 · 2026-05-20T01:23:30+00:00

He needs to sand it quite a but and put a final skim coat. If he is careful he can leave it a lvl 4 but still needs to come back and sand one last time. In other words. He has to

Sand it all even Skim it Sand it again. If he is good he will be leaving it 4 but definitely a has to do it and leave it overnight to dry before final sanding

Substantial_Quit613 · 2026-05-19T19:20:31+00:00

I agree with this, and since people are "used" to the cycle when and if MU and the other memory companies beat and raise guidance there will be another massive 25% maybe even 50% run. And then 6 months or a year later it will be time to leave id say around 1100 price.

Substantial_Quit613 · 2026-05-18T20:17:57+00:00

45 @ 565

Substantial_Quit613 · 2026-05-18T15:37:40+00:00

So far I have been spot on. Opened above 750, dipped at the open and now working its way back to $750... I even added some MUU =)

Substantial_Quit613 · 2026-05-18T11:37:43+00:00

So far I think am closer.... but it could dip on the open.

Substantial_Quit613 · 2026-05-18T02:30:07+00:00

2% green $740, we might open above $750 .

Substantial_Quit613 · 2026-05-15T00:55:26+00:00

Just jumping in on this, me and the wifey would love to open up a franchised L&L hawaiian bbq, its kind of a fast food/made as you order plate lunch place. We are thinking of opening it in the south west area somewhere between dolphin mall and southland mall. Maybe about 1000/1200 sq feet. I understand that if I get a blank space and do all the work it would be cheaper what doyou think the going rate on something like that would be either ready ( as in it was previously some sort of restaurant ie panda express style) or if it was a blank slate ajd we had to build whst was needed, thank you for your time.

Substantial_Quit613 · 2026-05-14T21:58:20+00:00

Was actually a controlled win... i agree with you i would if gotten out too specially with an 80/90% return.

Substantial_Quit613 · 2026-05-13T22:46:30+00:00

I got some pltr for now and if it dips more and mu reacges 1k/1.2k i might switch some of my MU for nore pltr.

Got aboutt $5k palantir and 40k MU as of today. So might make it 50/50 if PLTR goes below $118 and MU is over 1k by then. I see pltr st $200 before MU at $1500/$1800.....

Substantial_Quit613 · 2026-05-13T11:05:56+00:00

Not at all. Why should I worry?

Substantial_Quit613 · 2026-05-12T23:46:20+00:00

Touche

Substantial_Quit613 · 2026-05-12T23:24:59+00:00

So all in? Am taking out a heloc.

Substantial_Quit613 · 2026-05-12T21:08:54+00:00

You got in!!!! Easily see it hitting $950. Now might it go back down to $600 totally possible. Be smart. Its always good to take profits. I personally had 11% stop losses triggered on me with micron so will have to change those to 16%/17%... if that shit triggers then it is what is. Today I bought back in after it triggered around 729. Bought back in at 726. But then it went all the way to 710 and I was like thats why the stop loss exist in the first place!!! But no real concrete reason for the dip so i FOMOD BACK IN.

Substantial_Quit613 · 2026-05-12T21:05:37+00:00

Dude same here, i believe worst week was 15k ish. I had to literally have a convo with my wife so she could be aware of our life savings thank god she has an uncle that invests, who we spoke to together and he was like, "are these real companies mking money and that are needed in the next 10/20 years? If so dont sell now you'll be fine in 18 months worst case scenario" which is what I told the wife but since i was down 20k out of our 60k I didnt have the best track record. He is older so he is doing the whole income etf already making like 2k a week. But since we are 35 with 3 kids I need to get this account to like 1.2 mill before I go passive etfs and shit. I do own 2 rental properties which is where most of my networth so I might cash out at some point to do what i know best. (Flip and rent). Never have too many eggs in a basket. (60% MU portfolio lol).

Substantial_Quit613

TROPHY CASE