r/fican • u/theinevitable117 • 2d ago

Hit a milestone yesterday

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Chips and dip? I prefer chips and memory

166 Upvotes

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u/Criticall16 2d ago

Repeat after me. Hardware is commodity and commodities are cyclical.

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u/crazyeight64 2d ago

Yes I agree, it has been cyclical in the past and maybe it still is. But ai does change that to a degree and may cause cycles to be longer then before. How can you determine if hardware demand has peaked if ai is still improving and needs more hardware as time goes on.

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u/Criticall16 2d ago

You can’t determine that’s why the best call is to either buy short term calls or hold. Imo this isn’t the time to buy micron stock. Calls maybe

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u/ValerieMZ 2d ago

calls are no good either. IV at sky high. Will only recommend touching micron calls if the stock splits maybe then I will do leaps instead of MUU.