$MUNASDAQ
Micron Technology (MU) in Serenity's X Posts
Memory
Memory producer with DRAM, NAND, and HBM exposure; often tracked as an AI memory cycle name.
Tracked mention (Jun 5, 2026):
Price when mentioned: $864.01 • Return since mention →
Serenity Thesis for $MU
Context from Serenity's (@aleabitoreddit) public X posts.
Tracked as the primary High-Bandwidth Memory (HBM3E) supplier for Nvidia's AI platforms.
Recent Serenity posts mentioning $MU
Excerpts with links to the original public posts on X.
2026-10-17 05:25Just some words of emotional support for your SK Hynix, $SNDK, $MU fanclub. $DELL CEO on memory, suggested: "It's a 4 year problem because there's just not enough supply" Factories take about 4 years to build, meaning new production would emerge 2029 or 2030. and that…Thu Oct 15 20:00:10 +0000 2026$GOOGL is now discussing deals to extend their memory LTAs through 2035 from KeyBanc channel checks. Samsung already has 70% of their capacity allocated through 2031, and this move would suggest a more durable cycle for $MU, $SKHY, and the others. They also expect HBM prices up…