@financein90s: 😵‍💫Before you let your barber talk you into buying Micron because “it’s going to $3,000” — understand what you’re actually buying at today’s prices. 🚀Everyone loves the memory names right now, and it’s understandable. The thesis is playing out. Memory’s in a shortage, supply is hard to come by, and new fabs take *years* to build. 📉But a shortage doesn’t make a stock bulletproof. Plenty of things can move the price in ways nobody sees coming: – Overbuying of supply – Weaker-than-expected yields – Slower data center ramp – New architecture delays – New memory entrants in China – Sentiment shifts – Pricing deceleration/ Valuations 🧑‍💻None of these feel like a problem when there’s not enough memory to go around. But go through enough cycles and you’ll see why memory trades at a steep discount to names like NVDA or AMD — even while it grows its financials far faster. 🗣️Until the company reports directly, everything in between is noise and speculation. That’s what fuels the big price swings memory is known for. So be careful about your entries and understand the risk/reward before you buy at any given price. 🐂I’m still bullish. But I’m protecting my position from the volatility until management gives us the official numbers and their outlook. Not financial advice — just how I’m thinking about it. #investing #micron #earnings

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Tuesday 23 June 2026 23:34:12 GMT