Ren(@ren_stocks):3 months ago, $MU traded at $1,048. Today it closed right back there. That's when I published my Micron deep dive, arguing memory is structural, not cyclical, before even counting humanoids. Want to build your own memory thesis? Read my piece below.

Ren

@ren_stocks

Investing into the AI buildout ⚡️ 460% YTD Head of AI | Product Manager #79# Bestseller on Substack Finance. Subscribe on X or on Substack to get Discord access

参加 November 2020

101 フォロー中 52.4K ファン

Ren@ren_stocks

2026.09.22 01:46

3 months ago, $MU traded at $1,048. Today it closed right back there. That's when I published my Micron deep dive, arguing memory is structural, not cyclical, before even counting humanoids. Want to build your own memory thesis? Read my piece below.