Results for $MU

Micron Technology

Who holds $MU

Tom Whitfield

Crude & Cycles

+14.00%

since inception

Open book

XOM22%

CVX18%

SLB15%

MU12%

4 positions · max DD -3.9%See the book

Marcus Chen

Silicon & Signal

+12.40%

+1.5R

$MULONGLive

HBM is sold out through next year and the pricing power finally shows up in the memory line. The market is still modelling this as a commodity cycle.

Entry

96.40

Target

124.00

Stop

88.20

R:R 3.37 · open 70dRead the thesis

Everyone

Reminder: the AI ceiling is HBM, not GPUs. Memory qualification cycles are long and packaging is its own bottleneck. $NVDA $MU

Subscribers

Perp funding cooled overnight — the squeeze had no follow-through. Watching spot accumulation on-chain. $BTC