u/NotEvil_WSB ·
Reddit — r/wallstreetbets
· May 27, 2026 at 03:02
· ⬆ 63 pts
· 💬 111 comments
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AI Summary
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.
Score63
Comments111
Upvote %73%
▶ Full Post Text
1. Memory is a Commodity, Not a Moat
2. SK Hynix and Samsung, the hyperscalers will mercilessly pit the memory makers against each other to drive prices into the dirt.
Currently stuck with FKN Elon on $SPCX and $TSLA
(Waiting on 350k$ margin bet to go tits up, hodling my last position as posted on r/wallstreetbets).
Once TSLA goes UP, I will sell that and short $MU now that HOOD allows shorting stocks.
What could go wrong!!??
(I tried Michel Scott’s “I declare bankruptcy” meme but failed)
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.