Micron Plunges 13% in Memory Meltdown Before Earnings; Position with 3x Long and Short DLCs

SG DLC News
06-24 12:00

A sharp risk-off move across US semiconductor and memory-related stocks on Tuesday (23 June) driven by an earlier selloff in Asian markets weighed heavily on the $NASDAQ 100(NDX)$ , which declined 3.3%.

Correspondingly, the Nasdaq 7x Short DLC rose around 23%, with the Nasdaq 7x Long DLC falling a similar magnitude.

As selling pressure extended to US markets, memory stocks let the meltdown, as $Micron Technology(MU)$ sank 13% ahead of its earnings release scheduled after market close on 24 June.

In line with this decline, the $Micron 3xShortSG280913(RLGW.SI)$ rose sharply by 39%, while the $Micron 3xLongSG280913(44BW.SI)$ plunged a similar magnitude.

Market attention now turns to Micron’s upcoming earnings release on 24 June post-market, which could provide a key catalyst for further price action in the memory segment.

Investors may consider the Micron 3x Long and Short DLCs as tactical instruments to express directional views both ahead of and following the announcement.

For those positioning pre-earnings, exposure can be established during SGX trading hours on 24 June. Alternatively, investors seeking to react post-release can utilise the same instruments on 25 June during SGX hours, to react ahead of the US market open.

See the full list of DLCs on dlc.socgen.com

This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not form part of any offer or invitation to buy or sell any daily leverage certificates (the “DLCs”), and nothing herein should be considered as financial advice or recommendation. The price may rise and fall in value rapidly and holders may lose all of their investment. Any past performance is not indicative of future performance. Investments in DLCs carry significant risks, please see dlc.socgen.com for further information and relevant risks. The DLCs are for specified investment products (SIP) qualified investors only.

Micron Plunges 13% Pre-Earnings: Can Report Save the Super Cycle?
Micron tumbled 13.18% ahead of its earnings report, dragging the memory sector lower — SanDisk fell 13.64%, memory ETF (DRAM) dropped 14.25%, and the 2x long MU ETF (MUU) collapsed 26%. After a parabolic rally to record highs, super-cycle trades saw concentrated profit-taking as investors rushed to de-risk. After-hours saw a modest 3.68% bounce, but tonight's print is do-or-die: a beat on HBM/DRAM pricing and forward guidance could rescue the trade, while any miss risks a violent long squeeze. Down 13% on the eve of earnings — will you bet on a post-earnings reversal, or stay on the sidelines?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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