- Entry
- $751.00
- Now
- $832.41 +10.8%
- Target
- $1,100.00
- Score
- —
Let's talk about the real long term risk with MU and why you need an actual exit plan instead of just screaming 1400. A lot of people are ignoring the Chinese company CXMT flooding the market with cheap commodity RAM. Yes, they are going to eventually supply the low end phones, basic cars, and standard robotics because those devices dont need HBM. But from a pure manufacturing and operations standpoint, Micron isnt even fighting them for that low margin stuff …
— ORIGINAL POST ·
The AI data center build-out won't last forever. Here is the long-term risk with CXMT and why we all need an exit strategy.
· r/stocks
· May 26, 2026