$MU

LONGlow conviction
1 May 2026, 22:06 UTC
Outcome
+91.0%
1-month return
+85.7%
vs SPY (1m)
Asset classstock
Post typeanalysis
Horizonunspecified

Summary

MU valuation is more balanced than SNDK; skeptical of GME pivot potential and other tech M&A rumors.

Reasoning

SNDK valuation is 'little crazy' for analyst's taste. MU is 'more balanced'. GME turnaround unlikely (eBay execs would not approve, makes no sense). PINS/BLOCK buying eBay rumors illogical.

Original tweet

View on X

@NFTConciergeDoc I saw $gme too. Kind of weird. I used to work for ebay met John donahue. Proud people, i cant imagine that could possibly work. Pins buy ebay maybe cause they're tech. Or block buys ebay. Makes no sense. Sndk valuation little crazy for my taste. Mu is more balanced.

Return by horizon

1d
+6.3%
1w
+37.7%
1m
+91.0%
3m
+61.3%

Price performance

HorizonRaw movevs SPY
1 day+6.3%+6.7%
1 week+37.7%+35.4%
1 month+91.0%+85.7%
3 months+61.3%+58.4%
6 months
AI-classified learn more
Confidence 65% · classified by claude-code-haiku