Calls
1
u/willbabu
Reddit r/wallstreetbets
Win Rate
100.0%
Return
+51.6%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 09
$746.81
+51.6%
MU’s HBM is sold out through 2026; customers are only receiving 50–66% of their requirements, and hyperscalers (MSFT, META, AMZN, AAPL) explicitly cite a prolonged memory crisis. This structural shortage drives pricing power and revenue upside. Management guided ~$33.5B next quarter (a $10B sequential jump), and 196% YoY revenue growth shows acceleration, not peaking. The market is still underpricing the duration of the HBM cycle. With S&P 100 inclusion forcing index fund buying and analyst targets rising (DA Davidson $1,000), the path of least resistance is higher into June earnings. Semiconductor cyclicality is real; MU has already run 8x in the past year; any demand slowdown from hyperscalers or a shift in capex could reverse gains. Parabolic moves often correct sharply.
MU’s HBM is sold out through 2026; customers are only receiving 50–66% of their requirements, and hyperscalers (MSFT, META, AMZN, AAPL) explicitly cite a prolonged memory crisis. This structural shortage drives pricing power and revenue upside. Management guided ~$33.5B next quarter (a $10B sequential jump), and 196% YoY revenue growth shows acceleration, not peaking. The market is still underpricing the duration of the HBM cycle. With S&P 100 inclusion forcing index fund buying and analyst targets rising (DA Davidson $1,000), the path of least resistance is higher into June earnings. Semiconductor cyclicality is real; MU has already run 8x in the past year; any demand slowdown from hyperscalers or a shift in capex could reverse gains. Parabolic moves often correct sharply.
AI/Semi
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u/willbabu has 1 trade idea tracked on Buzzberg across 1 ticker since May 2026. Most covered: MU.
