in postMUMUSHORTFIRST CALL

“So $MU's best customers will never pay higher than Q2 2026 prices for the next 5 years in exchange for the promise to pay at least ~20% of current prices.”

MU locked in price ceilings at CQ2 levels for 5 years, destroying the margin expansion story

MUMUSHORT@ $1,192.06

$815.24+31.61%

since call Jun 25

peak +39.1%

Trade on Hyperliquid →