The claim
“Micron's 25% drop in 30 days reflects a bubble that may not be sustainable given supply-driven revenue jumps.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
Micron down 25%
memory stocks because of um lack of uh supply. So their their revenue has jumped so many fold but is it sustainable? No one really knows for sure. So that could be a bubble.
The structured call
Direction
Bearish
Catalyst
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Target
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The receipt
Publish-day price $$739.00 · the claim is anchored to the moment it was said.