Stop Buying Memory Stocks Until You See This!
1 extracted signal · 0 resolved · 1 still active
Mr M TradesIndependent analyst profile- Source published
- 11 Aug 2026, 20:15 UTC
- Recorded by Tahlil Plus
- 11 Aug 2026, 20:26 UTC
AI-generated source summary
The analysis highlights a divergence between the business fundamentals and stock prices for memory chip companies, specifically Micron (MU). While Micron's business fundamentals (demand for AI chips) are strong, its stock price shows poor momentum, having broken key levels and requiring time to build a new base. The speaker emphasizes that price action is the final determinant in trading decisions, and that even a great business can have a bad trade if the timing is off. The current market environment is characterized by a shortage of HBM (High Bandwidth Memory), leading Nvidia to redesign its chips to use less HBM per chip but more total memory overall. This redesign has implications for demand and pricing, with forecasts suggesting a 79% YoY growth in HBM Average Selling Price. The analysis suggests that while individual stock stories can be compelling, following institutional money flow and identifying leadership through price action is crucial. Stocks like Palantir (PLTR), Amazon (AMZN), MongoDB (MDB), and Cloudflare (NET) are presented as examples where institutional money is flowing, indicating potential trading opportunities based on following the money rather than waiting for a narrative to play out. The speaker stresses the importance of selectivity, noting that while short-term price action might be misleading, the underlying trend of institutional capital movement is a more reliable indicator.
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Mr M Trades
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