u/Forget_me_never

Reddit r/ValueInvesting
· tracked since Jun 2026
Calls 2 1 Posts tracked · 0.1/day
Calls
7d 0
30d 2
90d 2
Best Calls
No live winners yet
Worst Calls
WDC short -46.8%
MU short -20.1%
Most Mentioned
MU ×1
WDC ×1
Recent Calls
WDC short 1 week ago
MU short 1 week ago
Win Rate 0% Long 0 Short 2
Win Rate
7d 0%
30d —
90d —
Average Return -33.4% Long Return - Short Return -33.4%
Average Return
7d -25.3%
30d —
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
MU Micron T... Micron Technology, Inc.
Short
Jun 10
$944.31
-20.1%
The author observes that memory suppliers like Micron are experiencing a temporary demand spike from data center builds, similar to the pandemic-era demand surge for PayPal. When data center investment slows (as with xAI renting out excess capacity and potential order cancellations), the extrapolated growth will reverse, leading to a sharp price decline. Short Micron as a cyclical overvaluation play, betting on mean reversion once the data center capex cycle peaks.
The author observes that memory suppliers like Micron are experiencing a temporary demand spike from data center builds, similar to the pandemic-era demand surge for PayPal. When data center investment slows (as with xAI renting out excess capacity and potential order cancellations), the extrapolated growth will reverse, leading to a sharp price decline. Short Micron as a cyclical overvaluation play, betting on mean reversion once the data center capex cycle peaks.
AI/Semi
REDDIT
WDC Western ... Western Digital Corporation
Short
Jun 10
$508.40
-46.8%
The author specifically names Sandisk (Western Digital) as another equipment supplier with inflated valuations due to the same temporary demand. As data center investment normalizes, excess inventory and canceled orders will hurt WDC’s revenue and margins, triggering a share price drop. Short Western Digital as a paired trade with Micron, following the same cyclical reversal thesis.
The author specifically names Sandisk (Western Digital) as another equipment supplier with inflated valuations due to the same temporary demand. As data center investment normalizes, excess inventory and canceled orders will hurt WDC’s revenue and margins, triggering a share price drop. Short Western Digital as a paired trade with Micron, following the same cyclical reversal thesis.
AI/Semi
REDDIT
Showing 2 of 2 picks · sorted by mentions

u/Forget_me_never has 2 trade ideas tracked on Buzzberg across 2 tickers since June 2026. Most covered: MU, WDC.