Rocco

@DeepIceValue I love how well this aged.

How do you know if you are an idiot? Well you look at $MU 532% returns in 1 year and you think "thats normal, maybe I should buy now.."

Yes i have not sold and bought more making it my largest postion.

Micron's surge is the only thing keeping my sanity from spiraling.

$XPEV excited to see them blow up in the robotics and robotaxi era.

New age of memory supply will be needed. Every humanoid robot Elon and China build will be memory and lots of it. $MU $DRAM

Ok guys, these $MU gross margins are scary high: Q3 Estimated: 81.9% Q3 Actual: 84.9% Your margins wouldn't be this high even if you robbed your local liquor store.

$MU and Anthropic announced a strategic AI agreement covering memory, storage, Claude adoption, and a Micron investment in Anthropic's Series H. The deal positions Micron as both a key memory supplier for AI infrastructure and a direct partner to one of the leading AI labs.

@QC_Capitals You would be crazy not to do 60%

I'm seriously considering putting 50% of my portfolio into $MU and letting it ride. Would I be crazy to do that?

It makes me so happy thinking about all the idiots that said in march memory is dead because sanjay was selling. Now they have to sleep at night knowing they missed out on 250% of gains.

@oguzerkan They were also selling at $300 and $400 a share so I don’t think this is a good metric to be basing your thesis on.

WE NEED MEMORY! Micron $MU to $1,750 Also $DRAM to $200

@Mapago9 Easy 1200 if the supplies constraint like it is right now

What is everyone's end of year price target for $MU ?

POV: you realise $NVDA is worth $5.5T and do $200B a year and $MU is going to do $200B in FY2027

Anthropic CEO just told the world there is insatiable demand for data centers and AI compute. This bull market is only starting.

Micron is one of only three major memory chip manufacturers globally. Memory is also cyclical, so buying during down cycles has historically rewarded patient holders when the cycle turns. I think micron is an obvious buy.

@WheelieInvestor Are you retarded? I’ve never might someone who has seen a satellite that means they must not exist. How stupid do you have to be to verablize this.

I’ve never met a single person who uses $SOFI In fact, I’ve never even met someone who knows what it is besides the football field Can someone explain this?

@DeepIceValue Stay mad you didnt buy.