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Micron is the single most element of this AI scheme which is benefiting the most.
Now it is around $848. How should it go from here?
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It will continue to rise. Because even if the bubble pops the wave to hit micron will be the last one. And it will do so even gently.
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(07-18-2026, 10:07 AM)Abacus Wrote: It will continue to rise. Because even if the bubble pops the wave to hit micron will be the last one. And it will do so even gently.
I am still on the skeptical narrative. And bullish about the AI bubble.
But yes you are correct on on point. Even if it pops chances to hit micron hard is lesser.
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Even without AI micron still have huge demand. And demand is everything in capitalism understand this.
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I have some. I will sell them once the market starts panicking.
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Sorry but Micron also had more value added to it. Demand is not that of any great. It is the AI race that is creating a hustle. If you give up that then it's just gamers and PC builders.
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(07-18-2026, 10:46 AM)joycer Wrote: Even without AI micron still have huge demand. And demand is everything in capitalism understand this.
But they are in a bubble for sure. After Kospi's black Monday I am very skeptic. I didn't expect that it will be this big. The Govt of SK intervened otherwise it would have been spilled over. And who knows what holds in the coming days.
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07-22-2026, 06:57 AM
(This post was last modified: 07-22-2026, 06:57 AM by vk_lord.)
(07-18-2026, 10:05 AM)anuragt Wrote: Micron is the single most element of this AI scheme which is benefiting the most.
Now it is around $848. How should it go from here?
AI infrastructure is getting depreciated faster anyone can imagine. Micron is sitting in $970 just within two day since your post here. It is very dangerous to say.
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Micron is spiking again. Short sellers get ready.