$Micron Technology (MU.US)$ When the price suddenly dropped ...

TKG隊長 : It's exactly like me, isn't it?
For now, I'll hold on until settlement

Riresa OP : How much was purchased?
If the financial results are not good, will you sell?
By the way, what will you do after selling?
I have bought about 2 million.
For now, I think I will hold it until next year.

TKG隊長 : I bought about 350. If the financial results are not good, I will sell. I think I will put almost the entire amount into TMF.

kohiro201 : I started buying in April and now it's about 6 million, and currently it's negative about 1.5 million, but I originally bought it expecting the highest profit in the main financial results for the next fiscal year, so I'm not worried at all.
Of course, while looking at the 1Q numbers next year, if the landing in 2025 progresses to a degree where it seems to divide the EPS of about 7$ at the time of the record high profit, you may also think about cutting losses.
The current semiconductor cycle has just begun, and Micron has finally reached a quarterly surplus.
Also, I think NVIDIA's strongest GPU system will come to an end at some point, but memory companies have high barriers to entry due to huge capital investments, unstable price fluctuations, profit levels, and high volatility, and I think Micron's existence is significant even in the medium to long term.
Based on the above, I personally don't care that the negative range will expand in the short term now, and I intend to continue holding on until actual quarterly financial results and prospects deteriorate.

Riresa OP : I see... You're investing in US stocks in dollars, right? If it was bought around June, the USD/JPY exchange rate was about 156, right? As for me, I'll wait until next year and sell if it goes over 100, then wait for the exchange rate to recover in my MMF account. I'm too scared to touch US stocks anymore.

へこきよ : It's time to be patient until the price reaches the recent high level.

Riresa OP : Thank you, everyone. Was the highest profit for 2025 not revised downwards? It may be my mistake. Semiconductors require huge investment, cost money to produce, hence production is running 24 hours. Because of this, NVDA's bundling sales caught the attention of the American Department of Justice. But perhaps it's exaggerated, I consider it a challenge in this field that holds a key to humanity's great advancement. Originally recommended by a securities salesman, I never imagined that something chosen by a professional would drop so much, honestly shocked. Moreover, with this strong yen, another American shareholding I bought isn't doing well either. I will try my best to hold on until next year.

☆ラジエル★ Riresa OP : US stocks, yoroshiku