Micron Catch-Up Note
5 months ago
Irrational Analysis
"MU (overview): Either heading to $160 or $90 solely based on Samsung's HBM3e decision. Samsung failed Nvidia qualification (6th time), forcing inventory write-off. If Samsung re-bins inventory to meet Nvidia specs, 30-50% might pass, undoing partial write-off and severely impacting Micron. Tread lightly."
Sentiment
neutral
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Micron Catch-Up Note
Source:
Irrational Analysis
Published:
July 19, 2025
Idea Type:
Stock Idea