Jr.Burry on $MU

=== SUMMARY === - Author u/NotEvil_WSB is bearish on MU (Micron), arguing memory is a commoditized industry with no moat, and that hyperscalers will force memory makers into price wars. - He is currently long TSLA on a $350k margin bet and plans to short MU once TSLA rallies, using newly available short-selling on Robinhood. - The post is speculative noise / meme-level DD, lacking hard data and ignoring industry dynamics like HBM custom builds and collusion among memory manufacturers. === SENTIMENT === MIXED === TRADE IDEAS === MU - SHORT | confidence: 0.50 | sentiment: -0.70 Speaker: u/NotEvil_WSB Thesis: 1. THE FACT: Author claims memory is a commodity and that hyperscalers will pit SK Hynix and Samsung against each other to drive prices down. 2. THE BRIDGE: If this commodity thesis holds, MU’s margins compress and the stock falls, creating a short opportunity. 3. THE VERDICT: Short MU as a contrarian bet, but the argument is thin and heavily disputed by community comments pointing to collusion, custom HBM, and strong analyst targets. 4. RISKS: Memory industry collusion (e.g., artificial shortages), HBM is not a commodity (customized for clients), bullish analyst price targets ($1625), and Jensen Huang’s comments on memory shortages. Timeframe: short-term Key Points: - Weak thesis, countered by industry collusion evidence - Community overwhelmingly bullish on MU - HBM custom builds undermine commodity claim - Author’s own TSLA margin bet adds uncertainty No other actionable tickers explicitly stated or strongly implied by the author. === COMMENTS SUMMARY === The community overwhelmingly rejects the short-MU thesis. Top comments argue that SK Hynix, Samsung, and Micron collude to kill competitors and create artificial shortages (citing Toshiba), that HBM is custom-built and not a commodity, and that Jensen Huang (NVDA) has highlighted memory shortages. One comment cites a $1625 price target from a top analyst, while another jokingly predicts SanDisk at $2000 an