Buy MU by Oct 19, 2026.

Been in $MU since before the memory cycle thesis was obvious to everyone. Watched it bleed, added more, watched it bleed again. Classic bag-holder arc. Pulled up the chart on moomoo this morning and the position finally flipped green. Not a massive win, but after the drawdown it felt like a comeback. The bear case for MU always centered on oversupply killing margins into the next down cycle. But HBM demand from AI infrastructure has been absorbing capacity faster than …