Sell MU by Oct 11, 2026.

Micron has been up 726% over the past year and a significant part of that premium was scarcity. Micron was the only major US listed vehicle for investors who wanted direct exposure to HBM memory, the chip category that ai infrastructure runs on and if you managed a US equity fund and wanted ai memory exposure, Micron was the answer by default. So on friday.. SK hynic listed on nasdaq at $149, opened at $170(up 14% on day one) and …