Gagan Rajpal
06-08

*Micron Below $900: Buy the Dip?*

Micron is down on NVIDIA order-cut fears. Classic “rumor vs reality” test.

If your thesis is AI/HBM demand stays strong for 2-3 years, this dip is noise. If you think AI capex is peaking, $900 won’t be the bottom.

*Example*: Have $3k cash? Don’t YOLO at $900. Split it: $1k at $900, $1k at $840, $1k at $780. If rumors fade and stock bounces to $1000, you got some. If it drops to $780, your avg is much better.

Key levels: $940 resistance, $850 support, $780 major demand.

Buy dips only if thesis intact + keep cash dry. Patience beats panic.

Not financial advice.

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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