Author trimmed a large Micron position after its run, citing HBM market share and NVDA's SRAM shift as reasons the rally may be near over.
MU — AVOID The author says SK Hynix and Samsung control almost 85% of the HBM market versus Micron's 11%, and that NVDA moving into SRAM suggests Micron's recent run may be close to over. He has sold a big chunk of his MU position while keeping a couple of runners. No specific timeframe is given.
SK Hynix and Samsung controlling almost 85% of the HBM market to Micron's 11% and NVDA moving into SRAM tells me the run may be close to over.
This Reddit post, published January 05, 2026, features u/cbusoh66 discussing MU. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/cbusoh66 · Tickers: MU