Calls
2
u/MonolayerMoS2
Reddit r/stocks
Win Rate
0.0%
return
-16.2%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 21
$76.71
-22.0%
Author is even more bullish on the DRAM ETF than on MU, arguing it benefits from the same severe memory supply crunch and unchecked pricing power across the memory oligopoly. They hold 163.998392 shares at a $48.48 average and expect DRAM to reach $100 by Q4. No explicit risk is stated.
Thematic ETFs
Long
Jun 21
$1133.99
-10.4%
Author claims Micron is mispriced because the AI memory bottleneck has structurally re-rated the industry, with HBM sold out through the year and into 2027 and margins reaching software-like levels. The stated catalyst is Micron's Wednesday after-market-close earnings call, where HBM4 ramp commentary is expected to force sidelined institutional money to capitulate. Author targets MU at $1500 by Q4 and holds 4.12758 shares at a $506.94 average. No explicit risk is stated beyond market fears of a historical memory cycle top.
AI Memory
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u/MonolayerMoS2 has 2 trade ideas tracked on Buzzberg across 2 tickers since June 2026. Most covered: MU, DRAM.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
