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REDDIT

MU finally stopped the bleeding. Been a rough ride but recovered the losses

$MU has been a rollercoaster this year. Up, down, down again, and just when you think it stabilizes, another leg down. Been bag-holding through the whole thing, watching the position bleed.

Finally back to even. Not thrilled about it, not celebrating yet, but the relief of not being in the red on this one is real.

The memory cycle narrative keeps getting pushed back. Every quarter someone calls the bottom and every quarter it feels premature. Checked the charts on moomoo and honestly the action lately looks a bit different, less panic selling, more consolidation.

The bull case is still intact imo, AI server demand is a genuine tailwind for DRAM, not just a talking point. But the timing has been brutal. Anyone else been sitting in this name waiting for it to play out, or did you cut and rotate into something with cleaner momentum?

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