Source Post

The creator argues that the recent sell-off in memory stocks is an overreaction and presents a bullish thes...

Oct 13, 2026

The creator argues that the recent sell-off in memory stocks is an overreaction and presents a bullish thesis for Micron, citing strong long-term customer agreements and committed production capacity.

Linked Mentions

Tickers discussed in this post

SKHYNeutralLow ConvictionResearch Only

SK Hynix is mentioned as part of a group of memory stocks that experienced a market value decline.

SNDKNeutralLow ConvictionResearch Only

SanDisk is mentioned as part of a group of memory stocks that experienced a market value decline.

MUBullishHigh ConvictionSignal-backedPrimary

The creator remains extremely bullish on Micron, viewing the recent sell-off as a massive overreaction.

Linked Signals

Tracked calls opened from this post

MU
buy opened Oct 13, 2026
-2.56%