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u/Legitimate_Watch_519

2 theses · first seen May 21, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d2200%-3.7%-3.7%
3d222100%+10.2%+10.2%
1w222100%+16.3%+16.3%
1m222100%+22.1%+22.1%
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$DRAMDDbullish
u/Legitimate_Watch_519 · 35d ago1 prior · awaiting results
“long $DRAM”

DD: Why Micron (MU) and Memory (DRAM ETF) is still an Undervalued Play in the AI Supercycle

DRAM ETF benefits from the same structural shift in memory demand toward enterprise/AI infrastructure. With memory chips requiring replacement every 3-5 years and commercial contracts driving sustained capex, DRAM should outperform as the commodity label becomes outdated.

At post $48.68Now $57.37+17.8% since postedas of Jun 10, 4:12 PM ET
1d-4.4%
3d+8.5%
1w+12.0%
1m+14.6%
3m—
6m—
1y—
original post →
$MUDDbullish
u/Legitimate_Watch_519 · 35d ago1 prior · awaiting results
“long $MU”

DD: Why Micron (MU) and Memory (DRAM ETF) is still an Undervalued Play in the AI Supercycle

Micron is structurally undervalued because memory demand has shifted from cyclical consumer spending to sticky commercial AI contracts. With a 3-5 year chip replacement cycle and projected $80 EPS, MU trades at 8.1x forward P/E versus 40+ multiples for big tech, implying significant upside if re-rated to 15-25x.

At post $666.59Now $891.88+33.8% since postedas of Jun 10, 4:12 PM ET
1d-3.0%
3d+12.0%
1w+20.6%
1m+29.6%
3m—
6m—
1y—
original post →

End of results.