The analyst exited a $TSLA position worth $1.3 million and rotated into $MU shares, citing bullish long-term memory demand driven by humanoid robots.
Micron's CEO expects a sustained multi-decade memory demand cycle due to humanoid robots requiring significantly more memory than vehicles, supporting a bullish stance on $MU over $TSLA.
ORIGINAL POST DATED APRIL 20. I rotated all my $TSLA shares worth $1.3m to $MU 2 MONTHS LATER: Micron $MU CEO Sanjay Mehrotra just said: “Humanoid robots carry 10 times the amount of memory as an average L2+ vehicle. We expect a sustained substantial multi-decade memory demand cycle to begin in the latter part of this decade.” I literally drop my BIG alpha if you pay attention.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +15.7% | +15.6% |
| 1 week | -1.5% | -3.3% |
| 1 month | -12.2% | -12.9% |
| 3 months | — | — |
| 6 months | — | — |