Gilly87
06-27
Micron's earnings are one of the biggest AI events this quarter because they provide a clear picture of demand for AI memory. If the company delivers strong results, raises guidance, and confirms continued HBM and DRAM demand into 2027, it could help restore confidence across the AI sector. I'd choose Micron over higher-beta names like WDC or STX because it's more directly tied to AI memory growth and offers a better view of the industry's fundamentals. That said, after such a strong run this year, I wouldn't be buying right before earnings. My investment strategy is focused on the long term, so I'd rather wait for the market's reaction than chase expectations. I'm continuing my regular auto-investments into NVIDIA, which remains my highest-conviction AI holding, while keeping a close eye on Micron's results as they could set the tone for the broader AI market.
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$Micron Technology(MU)$ [Like]
Samsung, SK Hynix, Micron Sued for DRAM Price-Fixing: Super Cycle Turning?
Memory stocks sold off sharply — Micron (MU) fell 6.69%, SanDisk cratered 10.46%, and SOXL plunged 14.65% Three small businesses filed antitrust lawsuit against Samsung, SK Hynix, and Micron. Plaintiffs allege the three firms, which control the vast majority of global DRAM supply. With legal risk now compounding post-parabolic profit-taking, will this lawsuit shake the super-cycle thesis — and are you buying this dip or stepping aside?
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Comments

  • snipey
    06-29 15:42
    snipey
    HBM demand into 2027 is the whole tell. I keep auto-buying Nvidia too, but Micron guide matters more here — think they finally de-risk AI memory?
    • Gilly87: 
      @snipey I think they're getting close. If Micron confirms HBM demand remains supply-constrained into 2027 and raises guidance accordingly, it would go a long way toward de-risking the AI memory story. Strong guidance from Micron would give me even more confidence that AI infrastructure spending has plenty of runway left.
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