Micron MU also down a little bit quarter percent. Uh we've got a failure of the trend line there.

— tastylive

I would rather see it come down, undercut this low, suck in the short sellers, and then squeeze them hard... Right now, on the shorter term time frame, the buyers are starting to gain control.

— Brian Shannon - Alpha Trends

I don't want to be a bear on memory just for the sake of being a bear. I I just follow trend, right? And following trend here tells me a lower high there keeps the trend down... the structure still to me makes more sense for a lower high threat.

— Trade Brigade

I'm just going to say historically I don't believe investors are typically rewarded when they buy a stock that's 200% above its 200 day moving average.

— The Compound

if consumers and businesses start hunting for alternatives to supply pricing power for some of these big names like Micron and Sandisk may lose some shine

— tastylive

Micron down almost 10 down almost uh well down about 9 10% over over 8%. Very clean break of the trend line. Very exciting to see that.

— tastylive

hyper-valued Micron, I think it is Micron

— Wealthion

We do see some really positive changes to how Micron is functioning... 80, almost 90% gross margins and 70% plus operating margin is just not sustainable... you should also factor in a scenario where Micron stock runs into some volatility because the market has overshot on this e

— Chip Stock Investor

one big instrument within semiconductors that was um roing the seas was Micron. Um we actually had a crack of this uptrend for the first time since it began this morning but it was very brief and um not too deeply penetrated. But you know a crack is a crack. We did get below it..

— tastylive

I would actually still call it a two out of five expensive, although that number could quickly move to fair value or even attractive if the market starts to wake up to this and also believe that the company deserves a higher valuation due to these SCA agreements being written out

— Brian Feroldi

we just saw breakout earnings from from Micron which are not that surprising. Uh I think RAM demand is going to continue to be pretty high for at least quarters.

— Macro Voices

If Micron fails tonight to impress and they can't tell us that scarcity exists and they retain their pricing power, the entire sector is going to get whacked again given the recent news flow.

— tastylive, at 3:25

They signed 16 strategic customer agreements spanning three or more years, telling the market exactly what it wanted to hear, that the memory trade is no longer cyclical and the dollars will indeed keep flowing.

— Trade Brigade, at 0:00

when you put all that together, that's why we have the stock up 14%... they said tight beyond 2027... the fact that they are adding this many SCAs is an indication that the customers are seeing the demand... this is a positive for just a whole broader AI infrastructure ecosystem

— Deepwater Asset Management, at 0:01

my dumb guess is that it'll fall... I'm short Micron but just a teeny little bit... if we can stay below that island reversal gap, then it could look pretty good on the downside

— tastylive

I I I never like selling earnings, but maybe this is one of those times I do. And maybe it's just an iron condor... maybe this is one of those times where it's it's worth going outside that expected move and maybe possibly selling something

— tastylive, at 17:28

Micron earnings tonight represent the most crucial microeconomic event of the year-to-date.

— 42 Macro, at 0:00

all I can say is that from a charting perspective, this is what we call...a uh island reversal gap. And um you know, uh provided it stays below that price line, it's um that that's a that's a that's a pretty serious uh uh setup for for reversal. So, um I don't think I have Micron

— tastylive, at 7:50

Micron must validate its pricing power and scarcity in the market. If it does, semis can stabilize. If not, then we're looking at another leg lower for the entire sector.

— tastylive, at 0:00

Micron could fall 30% in a week and still be in an incredibly strong uptrend. Like the shakeouts are probably going to be just as fast as the rise.

— The Compound, at 26:27