FinanceInvestment
#RI-6acb118e·3 months ago·
1
“Invested 100% in MU”
What Actually Happened
I took a 100% position in Micron Technology (MU) based on my structural thesis of AI demand and HBM changing the game for memory
What I wish I knew
"I wish I knew if my thesis was correct"
Advice to Someone Facing This Now
If I could tell you one thing
"Buy at the right multiple, not the peak cycle multiple"
Regret Index
5/10
Significant downsides.
Complicated feelings about the outcome.
Complicated feelings about the outcome.
Advice for Someone Facing This
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Finance Category
2,949
Finance decisions logged. Avg regret 4.9/10 across the category.
Same Outcome Band
15%
of Finance decisions land in the mixed band the same as this one.
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