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The creator discusses Micron Technology (MU) and its strong earnings report, highlighting significant year-...

BdinvestinggJun 24, 2026

The creator discusses Micron Technology (MU) and its strong earnings report, highlighting significant year-over-year revenue growth and positive Q4 guidance. They also mention the upcoming IPO of SK Hynix and its potential impact on the memory market. The creator expresses a bullish stance on Micron, noting it as their second-largest holding and their strategy of buying dips.

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Tickers discussed in this post

NODKNeutralMedium ConvictionSignal-backedSecondary

SK Hynix is going public in the US, which is a significant event for the memory market, and D-RAM owns 25% of the company.

MUBullishHigh ConvictionSignal-backedPrimary

Micron Technology (MU) is a primary buy due to its exceptional earnings, strong guidance, and the creator's strategy of buying dips.

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Tracked calls opened from this post

MU
buy opened Jun 24, 2026
+7.99%