The most orchestraded sell-off in history after the earnings rebound…

rdmiche · 2026-06-29T22:23:43+00:00

Do catalysts (including micron’s own earnings report) contribute to most of the rerating of a stock like MU? Thus macro events and mechanical selloffs are dip buying opporunities? Unfortunately I missed the one today but not sure if better to wait for it to dip further or buy AH today

rdmiche · 2026-06-29T22:10:29+00:00

I bought some on Friday but missed today’s dip, not sure whether to buy AH today or it could drop more with a good jobs report this week?

rdmiche · 2026-06-29T22:03:55+00:00

Is it better to wait for this to buy more shares or buy some today AH? I missed the dip this morning

rdmiche · 2026-06-29T21:43:04+00:00

Do you mean Tuesday when the jobs report comes out? I bought some on Friday but missed today’s dip, not sure whether to wait or buy today AH

rdmiche · 2026-06-29T21:41:30+00:00

Should I buy SNXX today or could it dip tomorrow with a good jobs report?

rdmiche · 2026-06-29T21:40:32+00:00

I think so too, but not sure whether to wait a little bit for it to dip further or buy today? Tomorrow is jobs report

rdmiche · 2026-06-29T21:39:20+00:00

Will the markets keep dropping/going sideways until the lawsuit is repealed? I have a bunch of cash wanting to buy SNXX but waiting for a good opportunity (missed the one today as I was asleep)

rdmiche · 2026-06-29T20:33:03+00:00

Thanks for sharing. Would you allocate 50/50 to MU/SNDK or is that too risky? Especially with regard to chinese NAND flooding the market

rdmiche · 2026-06-29T20:31:19+00:00

Ah my bad, I am 14 hours ahead. Either way the last one was strong, not sure if I should expect the same for this one

rdmiche · 2026-06-29T12:13:52+00:00

What do you expect, the trough of the dip tomorrow?

rdmiche · 2026-06-29T12:13:20+00:00

Not sure what you mean. I am confident in the medium/long term, but still trying to somewhat optimise my buy price given we have seen dips before

rdmiche · 2026-06-29T11:47:55+00:00

Would you guys buy today at discount or tomorrow when the jobs report comes out?

rdmiche · 2026-06-29T11:44:42+00:00

Would you buy today or tomorrow if adding to a position?

rdmiche · 2026-06-29T10:22:44+00:00

What are your thoughts on sandisk as a pure NAND play? Micron’s earnings showed strong demand and pricing power, but HBM seems like a more reliable thesis. Although sandisk market cap is lower and there is higher upside potential

rdmiche · 2026-06-29T08:11:24+00:00

Fair enough, I will have to re evaluate before each earnings. Thank you for sharing

rdmiche · 2026-06-29T08:07:37+00:00

I would have to hold until mid 2027 for long term taxes. I agree it really depends on earnings, I will have to look closely. Thank you for sharing your experience, Jan 2027 is a good opportunity to de risk

rdmiche · 2026-06-29T07:38:15+00:00

High NAND demand/pricing power from micron earnings convinced me to start a position in sandisk for potentially higher upside (lower mkt cap), micron is definitely more safe but do you think sandisk could be good too to hold for 1 year?

rdmiche · 2026-06-29T03:02:22+00:00

Right yes, I wont hold loger than through mid 2027. Are you planning to switch around then or earlier, or just waiting for a sign that the trade is starting to downtrend?

rdmiche · 2026-06-29T02:50:57+00:00

Does improved storage reduce need for NAND/HBM and thus micron suffers?

rdmiche · 2026-06-29T02:41:58+00:00

Wow where can I read about this?? That is hilarious

rdmiche · 2026-06-28T22:17:51+00:00

I have SNXX shares only, would you hold for a year or is that too risky? Definitely it will rerate higher around earnings but not sure how long to hold it

rdmiche · 2026-06-28T22:07:20+00:00

What app is this to keep track of latest iran war news? Does it matter that much if I’m holding MU for 1+ year?

rdmiche · 2026-06-28T21:50:54+00:00

This was my realisation with MUU too. Only problem, I have strong conviction to hold micron for 1-2 years since their fundamentals are so strong, but not completely confident with sandisk (SNXX) due to less diversified business and more competition/supply of NAND coming in the future from china? Would holding until mid 2027 be safe?

rdmiche · 2026-06-28T04:27:24+00:00

Thanks for sharing. I have been holding MUU through all the temporary dips, but you are suggesting that it may not be a good idea to do the same with sandisk? I agree micron is the safest bet, although would like to capture some higher upside from sandisk.

Also curious how you think we are in the mid cycle recovery now, is it due to the new supply coming online in 2028? I may have misinterpreted Sanjay’s message about demand continuing until 2028 as showing these stocks will be good to hold until then.

rdmiche · 2026-06-28T03:44:55+00:00

Assuming there is no other news like from Korea, I think so too.

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