2026-05-24 · new_thesis · high
AI capex projected to reach $3-4 trillion annually by 2030, benefiting companies controlling key AI supply chain nodes like photonics, lasers, epiwafers, neoclouds, and memory.
source postTicker thesis
MU · Micron Technology, Inc.
openstatus
+104.63%display return
437.80entry / signal day
895.88current
Opened 2025-10-08 · conviction high. Max runup —; max drawdown —.
Memory demand looks structural with AI, making MU the next NVDA. Hitting $1T marketcap confirms thesis.
symbol: MUMicron Technology, Inc.cornerstones
Price record
Entry, today, now.
Entry date2026-02-02
Entry / signal-day close437.80
Today open—
Today high / low— / —
Current quote895.88
Live return from entry+104.63%
Backtest +7d / +30d-12.40% / -8.46%
Quote timestamp2026-05-27
Source: ticker thesis extracted from public posts; prices from Cornerstones first, Yahoo fallback/backtest where needed. Primary=cornerstones; fallback=yahoo.
entry source postTradingView
Source trail
Posts linked to MU.
2026-02-01 · new_thesis · high
Kevin Warsh as next Fed chair will have nuanced impacts: bullish on AI/semis, banking, small-caps, and crypto; bearish on metals, renewable energy, China/HK, EM; mixed on housing and Europe.
source post2026-03-30 · risk_signal · medium
Macro factors are overriding individual stock fundamentals; caution is advised due to potential conflict and supply chain disruption.
source post2026-05-26 · thesis_update · high
Memory demand looks structural with AI, making MU the next NVDA. Hitting $1T marketcap confirms thesis.
source post