The analyst exited all Tesla shares and rotated fully into Micron shares, predicting strong memory demand driven by humanoid robots.
Humanoid robots require significantly more memory, leading to a multi-decade memory demand cycle; thus, the analyst moved from Tesla to Micron to capitalize on this trend.
BRO, Like BRO. I literally said Tesla Optimus need HBM memory first. This is exactly why I rotated all my $TSLA shares to $MU. LIKE ALL OF IT. I PREDICTED THIS SHIT.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | -0.1% | -0.3% |
| 1 week | +13.3% | +11.5% |
| 1 month | -16.6% | -17.4% |
| 3 months | — | — |
| 6 months | — | — |