micron ($MU) (watch this before 4pm today ⏰)

@linalikesmoney

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Micronseen in 9 videos →

Why it worked

The video taps into the current AI boom and the high interest in semiconductor stocks, presenting a clear investment thesis with supporting data and a personal anecdote. The creator's transparency about their own gains and future plans, combined with a disclaimer, builds trust and encourages engagement.

Summary

The creator discusses Micron's stock performance, highlighting its recent gains and potential for future growth driven by AI demand and supply shortages. They plan to buy more if the stock dips after earnings, referencing past volatility in similar companies.

Structure

1Micron's stock performance and creator's gains
2Reasons for potential growth (AI demand, supply shortages)
3Comparison to Sandisk's post-earnings volatility
4Creator's plan to buy on a dip
5Financial disclaimer

Product placement

Micron ($MU) - manufactures memory chips for data centers and GPUs. ACTS. Removing it would change the video's subject. Nvidia - manufactures GPUs. APPEARS. Removing it would not change the video's content, as it's only mentioned as a user of Micron's chips. Blossom - a platform for sharing stock information. ACTS. Removing it would change the video's content as it's used to display the creator's portfolio and is mentioned as a place to share information. Sandisk - a company whose stock dipped after earnings. ACTS. Removing it would change the video's content as it's used as an example of stock volatility.

Original caption

if fundamentals don’t change i will be buying the dip 😌 #PersonalFinance #investing #stockstowatch #stockmarketnews

More from @linalikesmoney

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Call to action

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On-screen text

micron ($MU) (watch this before 4pm today ⏰) Micron Technology Inc. $1,044.37 USD +916.46 (+716.49%) past year 750% 111% APR 28, 2023 I just bought MU @ $500.00 New Holding 0->1.3% 1Y 199.5% Locked by Blossom not financial or investment advice. always do your own research. $1,045.25 USD -6.52 (-0.62%) today 13% earnings I heavily bell chips centers HBM memory directly Nvidia's bull these out 2027 supply online also be through and a supply Micron micron beat in 27% 33% consensus expectations highest and still lived like dipped then 120% surprised reaction 8 dip happens Tranche 1 ~$970 (-8%) -> $2,500 Tranche 2 ~$950 (-10%) -> $3,500 Tranche 3 ~$930 (-12%) -> $4,000 $10,000 to deploy

Transcript

My grand is up over 750% this year. My position is up 111% from April 28th alone. And by the way, I share all of this for free on Bosa, comments block if you want to like. And now, it is down 13% from all-time highs ahead of earnings today. And here's why I plan on adding heavily after the bell. My grand makes the memory chips inside data centers including HBM, the premium memory that sits directly inside Nvidia GPUs. In the box case is simple, these chips are sold out through 2027. And even with new supply coming online, DRAM is also expected to be under supply. through 2028. And just signed a multi-year supply deal with Micron. The last two princes Micron didn't just beat. They came in at 27% and 33% above consensus. But expectations tonight are the highest they've ever been. And a beat could still trigger short-lived volatility like Sanda which dipped after earnings and then rallied 120%. I wouldn't be surprised if a bad reaction leads to an 8 to 12% dip. And if that happens, I do have $10,000 ready to deploy.