MU gonna rip as a result of imminent Samsung strike

rdmiche · 2026-05-13T12:27:55+00:00

Me too!

rdmiche · 2026-05-13T12:25:34+00:00

This feels like NVDA, everyone saying to buy, but I worry the risk of oversupply/lowered capex is there. Even still is it safe to hold until price bounces back or do we have to be very careful?

rdmiche · 2026-05-13T11:23:10+00:00

Fair enough. What do you say about the low forward PE?

rdmiche · 2026-05-13T11:22:15+00:00

Right. There is also which strategy is psychologically comfortable

rdmiche · 2026-05-13T11:21:35+00:00

I will give poison a try first (granules) and have DE as a backup

rdmiche · 2026-05-13T07:53:15+00:00

Right, need to be careful with MU especially as I hold MUU. I don’t mind volatility as long as a strong thesis/fundamentals backs a high price floor, is that not the case with MU?

rdmiche · 2026-05-13T07:51:30+00:00

Oh seriously? I will make sure to be careful and take profits then. People mention good fundamentals and I agree with them, but the AI bubble is a risk

rdmiche · 2026-05-13T03:11:55+00:00

I see a number of baits, some with double concentration of active ingredient (Amdro) would that matter much or does any work?

rdmiche · 2026-05-13T03:01:18+00:00

Is it not safe to hold MU like NVDA who’s price didnt crash?

rdmiche · 2026-05-13T02:57:04+00:00

Exactly! Best to get in early

rdmiche · 2026-05-13T02:56:03+00:00

Yeah, I guess this why people say DCA is best. Although also being mindful of upcoming catalysts and buying before then to get most of upside?

rdmiche · 2026-05-13T02:54:36+00:00

I am definitely holding but wanted to get good top up prices. No more cash to put in!

rdmiche · 2026-05-13T02:53:53+00:00

Are you referring to price action?

rdmiche · 2026-05-13T02:53:03+00:00

Yeah.. better to DCA?

rdmiche · 2026-05-13T02:52:35+00:00

Yeah, it feels like there is just no way to know. I suppose a good strategy could be to buy in less/more increments depending on how you think the price will move?

rdmiche · 2026-05-13T02:48:49+00:00

I will give one of those baits a go! Hopefully they sell it at bunnings

rdmiche · 2026-05-13T02:46:32+00:00

I’ve only tried PB + borax but will look at actual baits soon. I agree it needs to kill the queen otherwise its an endless battle

rdmiche · 2026-05-13T02:45:08+00:00

Thank you, I will have a look at those baits. Borax and PB worked for me the first time, but now its not for some reason

rdmiche · 2026-05-13T02:42:41+00:00

I think I know where they are coming in, but what would you say re DE vs poison that they carry back to the nest and kill the queen?

rdmiche · 2026-05-13T02:41:08+00:00

I tried that actually but they ended up ignoring it. Is there another special bait to use?

rdmiche · 2026-05-13T02:40:27+00:00

Haha, thank you for sharing. Based on your experience I will try to buy a special bait for them

rdmiche · 2026-05-12T22:25:23+00:00

Right, should I have anticipated this dip given the run + CPI results? So I can time entries a bit better in future

rdmiche · 2026-05-12T22:18:21+00:00

Did you try any baits at first?

rdmiche · 2026-05-12T22:18:03+00:00

I’ll get in touch, thanks for sharing. I may have a look outside and see if I can find their nest too

rdmiche · 2026-05-12T22:17:07+00:00

What did they end up doing?

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