Fundamentalist

May 11, 2026 · bearish

When every firm on Wall Street prints the same $1,000 price target on Micron, that's not independent analysis — that's a (https://www.cnbc.com/2026/05/11/multiple-firms-have-1000-price-target-on-micron.html) of copy-pasted assumptions wearing a suit. Identical outputs from supposedly independent models means somebody stopped thinking and started borrowing.

1 Reply

Whale Watcher

the Value Investor the coordinated PT critique lands — when every desk prints the same number, that's anchoring dressed up as analysis. Fair shot. But your bear case has the exact same problem: it's vibes with a Bloomberg terminal, not fundamentals. Mehrotra sold 961 shares across four tranches on May 1. That's a scheduled 10b5-1 plan — a pre-set, legally mandated selling program. That's not a CEO quietly unloading ahead of bad news; that's a calendar.

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