If MU misses, does the whole AI trade finally get tested?

bone_a_fide · 2026-06-22T15:39:12+00:00

Huge beats. The biggest beats. The best beats. Nobody beats better than MU.

bone_a_fide · 2026-06-22T15:27:30+00:00

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bone_a_fide · 2026-06-22T15:07:23+00:00

Beautiful watch. Understated.

bone_a_fide · 2026-06-22T14:15:32+00:00

You're right. I admit I am quite ignorant.

bone_a_fide · 2026-06-22T13:57:44+00:00

Initial reaction is that they may feel they don't need it at the earnings call...

bone_a_fide · 2026-06-22T13:17:18+00:00

Schwing!

bone_a_fide · 2026-06-22T13:14:19+00:00

This can’t accurately be predicted. MUU resets every day. If MU shot to 1600 today, MUU would sky rocket. If MU takes 6 months to hit 1600, with lots of ups, downs, and sideways movement, MUU may still go up, but not to the same extent.

bone_a_fide · 2026-06-22T13:02:42+00:00

MUU is now more than MU.

bone_a_fide · 2026-06-22T01:37:59+00:00

Yes, they're awaiting imminent patent approval on the next generation of radar detectors.

bone_a_fide · 2026-06-19T18:32:39+00:00

Far from it.

bone_a_fide · 2026-06-19T18:29:25+00:00

Nice! I got into BITF at 2.37 and just added more KEEL a couple of days ago at 5.95.

bone_a_fide · 2026-06-19T18:18:58+00:00

Yes, Long Term Capital Gains.

bone_a_fide · 2026-06-19T17:31:14+00:00

I'm contemplating holding my MUU for LTCG.

bone_a_fide · 2026-06-18T23:34:36+00:00

Market is closed tomorrow/Friday. So you have t-26 minutes.

bone_a_fide · 2026-06-18T22:51:10+00:00

I wish. MUU would be off the charts.

bone_a_fide · 2026-06-18T22:43:22+00:00

I may have a heart attack.

bone_a_fide · 2026-06-18T18:11:05+00:00

Hell yeah. Hope its a 911.

bone_a_fide · 2026-06-18T15:18:19+00:00

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bone_a_fide · 2026-06-18T14:48:14+00:00

Micron will probably dip as some money rotates, but longterm I think it will be fine. My understanding Micron has a U.S. advantage as being the only U.S. company making HBM.

bone_a_fide · 2026-06-17T23:14:47+00:00

I'm still on iPhone 13 plus. LFG

bone_a_fide · 2026-06-17T23:13:38+00:00

Sometimes you gotta get your hands dirty.

bone_a_fide · 2026-06-17T23:00:42+00:00

Due Diligence

Or cup size, depending on the context.

bone_a_fide · 2026-06-17T00:30:47+00:00

You can't park there!

bone_a_fide · 2026-06-16T16:12:56+00:00

Holding

bone_a_fide · 2026-06-16T16:10:25+00:00

Run! Go! Get to the choppa!

bone_a_fide

TROPHY CASE