What happened to $Micron Technology(MU)$ 's biggest cheerleader Osulin, otherwise known as "here we go"? Did the dip BK him?

It's somewhat huge to see $Micron Technology(MU)$  up on such a down day. Keep going, $Micron Technology(MU)$  investors!

How is it different? The answer from $Micron Technology(MU)$  is below. Technology, long-term agreements, and discipline. I am extremely bullish. So in the near term, they are working very aggressively to get supply to customers, doing everything they can, working with them on longer-term agreements, which helps get line of sight to the longer term, and then always investing in a disciplined way in their business and having the best technology and products in the space.

$Micron Technology(MU)$  A close above 400 is highly significant and bodes well.

$Micron Technology(MU)$  Markets tend to transfer money from the impatient to the patient. If your thesis remains unchanged, price action alone does not tell the whole story. I lean towards maintaining discipline.

$Micron Technology(MU)$ I'd say this remains the most affordable AI memory stock, with a forward PE of 12.

$Micron Technology(MU)$  Micron Technology presentation at the Wolfe Research Conference tomorrow

$Micron Technology(MU)$ Zacks has strong buy articles discussing how it's positioned for substantial growth. There are upgrades, news about expansion, and capex spending to demonstrate its legitimacy. Yet, why is it declining? Is it solely due to the Samsung news? I cannot find any genuine reasons for this sell-off.

$Micron Technology(MU)$ The Rubin generation is an integrated GPU and CPU system. The market's current reaction, in my view, only pertains to the initial HBM4 allocation on the GPU side. On the Vera CPU side, LPDDR5X and SOCAMM2 are the primary memory types, which have a fundamentally different competitive structure. I do not see this as an issue that directly impacts Micron's earnings.

$Micron Technology(MU)$ $Apple(AAPL)$  and $Microsoft(MSFT)$  will pick up the slack. Demand far greater than supply in this sector.

$Micron Technology(MU)$ It could be that this Samsung news is what halted the upswing initially. The big players always get information ahead of the public. If that's the case and all news is out, we might see a move back up.

$Micron Technology(MU)$ What are we a dollar under the 20-day moving average? I'm not buying into a bearish narrative.

$Micron Technology(MU)$  We are at the 20-day moving average, maintaining the bullish momentum.

$Micron Technology(MU)$ I tend to think that's positive news, isn't it? It's more about sector growth, not a fight between companies.

If $Amazon.com(AMZN)$  and MSFt along with other tech firms are pouring billions into AI and data centres, then $Micron Technology(MU)$  should definitely rise. Higher earnings too. It has to go up, not down. That just doesn't make sense!

$Amazon.com(AMZN)$  dropped sharply because of its 200 billion capex, but I don't see how that affects $Micron Technology(MU)$  negatively. All major companies are increasing capex spending for AI, and memory is the bottleneck.

$Micron Technology(MU)$  is dragged down by Nasdaq, not fundamentals. Earnings report shows record profits and record revenue. Net income up 5.4x YoY, EPS up 1.8x. Fair value near $700. Patience is key.

$Micron Technology(MU)$ Power Hour. This was a reset. Nothing has changed, but the stock price temporarily... What do you think?

Anthropic's AI news has caused market panic—but this is actually beneficial for MU. Anthropic operates on $Amazon.com(AMZN)$ /AWS GPUs and Trainium. As AWS's in-house accelerators gain share, $NVIDIA(NVDA)$  and $Advanced Micro Devices(AMD)$  lose share. But $Micron Technology(MU)$ 's HBM is integrated into all of them. Regardless of who wins, $Micron Technology(MU)$ 's revenue grows. That is why $Micron Technology(MU)$  has one of the strongest AI business models.

The next earnings will be huge for $Micron Technology(MU)$ , with profit up 5.4 times year over year. Very exciting indeed. EPS should hit about 18, and at today's P/E, that points to a share price around $720. Anyone who bought today got lucky.