Calls
1
u/NotEvil_WSB
Reddit r/wallstreetbets
Win Rate
0.0%
Return
-26.5%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Short
May 27
$895.88
-26.5%
Author claims memory is a commodity and that hyperscalers will pit SK Hynix and Samsung against each other to drive prices down. If this commodity thesis holds, MU’s margins compress and the stock falls, creating a short opportunity. 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. 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. No other actionable tickers explicitly stated or strongly implied by the author.
Author claims memory is a commodity and that hyperscalers will pit SK Hynix and Samsung against each other to drive prices down. If this commodity thesis holds, MU’s margins compress and the stock falls, creating a short opportunity. 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. 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. No other actionable tickers explicitly stated or strongly implied by the author.
AI/Semi
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u/NotEvil_WSB has 1 trade idea tracked on Buzzberg across 1 ticker since May 2026. Most covered: MU.
