holding my MU into Wednesday's print even with the ±12% implied move. the Anthropic deal basically locks in HBM demand thru 2026, not fading this one. did trim a third into the rip just to sleep at night though
☕️ [Task Coins Giveaway] Daily Market Talk — Micron Tops $1,200 Before Earnings
It's all about AI today. Micron ripped nearly 7% to a record above $1,200 on a long-term memory deal with Anthropic, two days before its earnings. SpaceX went the other way, cracking 16% back below it...
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