$Micron Technology(MU)$ Discla

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.

I personally think MU and its counterparts are due for a correction. Overall I am still bullish on the tech sector. But on the short to medium term I think there will be a shift of funds back into defensive sectors such as commodities and healthcare.

@PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.

Micron Reclaims $1 Trillion Market Cap — Memory Rebound or Reversal?

Memory ran hard. $MU +4.92%, SK Hynix +9.01%, $SNDK +5.76%, $SOXL +6.89%. The bull case has three legs: risk appetite after CPI, Micron management saying AI memory tightness can run past 2027 — which had UBS calling a structural reset in through-cycle profitability — and the sell side following it up. The bear case is supply and guidance: CXMT is adding capacity, and SanDisk and Western Digital both fell two sessions after beating, on outlook. Same chips, opposite conclusions — the argument isn't demand any more, it's who gets to set the price.

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But on the short to medium term I think there will be a shift of funds back into defensive sectors such as commodities and healthcare.&nbsp;\n@PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.\n\n \n<img src=\"https://community-static.tradeup.com/news/7e99e749fdecd4a715ed11a8b1939327\" tg-width=\"1170\" tg-height=\"1980\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;\n\n\nDisclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.\nI personally think MU and its counterparts are due for a correction. Overall I am still bullish on the tech sector. But on the short to medium term I think there will be a shift of funds back into defensive sectors such as commodities and healthcare.&nbsp;\n@PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.\n\n \n<img src=\"https://community-static.tradeup.com/news/7e99e749fdecd4a715ed11a8b1939327\" tg-width=\"1170\" tg-height=\"1980\"></body></html>","text":"$Micron Technology(MU)$ Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. I personally think MU and its counterparts are due for a correction. Overall I am still bullish on the tech sector. 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