Micron FQ4 2025: MEETHINKS YOUSSA DOTH PROTEST TOO MUCH

3 months ago

Irrational Analysis

"MU (update - bearish): Author botched trading MU this year, calls stock 'black-tar heroin of semis.' Believes MU made catastrophic decision using internal DRAM-based logic for HBM4 base die vs competitors using real logic nodes. Claims MU can't economically yield 11 Gbps despite samples sent to NVDA."

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