Reddit Posts
The next memory trade is still the memory trade (receipts from one year ago included)
SKHYV brought attention back to storage, but SNDK is what I’m really watching
SUNB - MU CHADS WHO ARE NOW DROWNING IN TENDIES: STOP YOLOING MEMES AND LISTEN UP. SUNBELT RENTALS JUST IPO'D AND IS PRIMED TO FUCKING PRINT
Are semiconductor shares still a good investment, or too much growth is already priced in?
Semiconductors semi-conducted me into wealth. 💾⚡”
A warning on how a stock hobby can progress
Anyone watching the $MU open tomorrow with the SK Hynix listing?
Hands down, MSFT is the worst fucking investment I have ever owned
Made 12k in one hour trading MU calls and puts
MU stock: bag holders are being created in real time
I don’t really care if MU turns green for five minutes anymore
the only actual edge I have to find early stocks
BofA revised hyperscaler capex to $2T+ through 2028 and chip stocks are about to get their real test
AVGO is the only stock I've seen on Robinhood with a 5 ⭐ rating & a fair value 2x its current price
Put most of my (20) life’s savings into Aerospace Defence (XAD, LMT,RTX), and now MU since recent blatant corruption
YOLO on aerospace defence and MU since the trump announcement and dip. I’ve put away 25k in savings at 20 and idk if I’m r worded or not
Memory selloff today: MU -5%, SanDisk -12% — overreaction or start of a downturn?
besides myself, is anyone else concerned that micron is now considered a value play?
SK hynix hits the Nasdaq July 10 and everyone's treating it like just another memory stock?
MU puts bought in large size 7/2/26. SMH puts 7/6. Will Apple receive approval to buy chinese memory chips? If yes that would explain
Well... the memory stocks are making last week's debate a little more interesting
Well... the memory stocks are making last week's debate a little more interesting
I have currently sold all my stocks and have $1.2 million in cash on hand. I would like to purchase a new batch of stocks to hold for the lo
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
Tech stocks to the moon or down the hell?
Leverage in South Korean chip stocks is out of control
shorting $MU: The AI bubble is a fruit
I’m more confused by yesterday’s sell-off than the earnings
Why "Mixture of Experts" architecture is the ultimate bull case for memory demand
If your portfolio is red today, don't assume something broke.
thanks for showing SLS, and how to use Reddit to find the next take-off
Hey Reddit outside of MU and the storage names, what's your highest conviction pick for the year ahead?
MU's Q3 wasn't just "good earnings." The HBM numbers change the thesis entirely.
We should go for Del Monte (FDP). F the memory shortage. Real problem is honeydew shortage.
Review of last week: AI remains the main theme, but the market has become selective
Short-term SNDK options trade breakdown (earnings-driven setup)
Risked 20k on 0DTE MU calls just to break even and it worked (6/26)
WEN got the momentum. MU had strong earnings. So… what’s next? 👀
I believe an AI/semiconductor run-up to earnings strategy will yield gains
I ain’t selling until MU is 3 dollars again. Yesterday's dip don’t scared me.
I ain’t selling until MU is 2000. Today dip don’t scared me.
Imagine being the PM of that -59% position on MU
Korean markets triggered 2 circuit breakers this week, 1 after incredible MU earnings. Is this cause for concern?
Korean markets triggered 2 circuit breakers this week, 1 after incredible MU earnings. Is this cause for concern?
Korean markets 2 circuit breakers this week, 1 after incredible MU earnings. Is this cause for concern?
Why shouldn't individual stocks make up most of my portfolio if the goal is to accumulate wealth?
Tokens commodifying *increases* not decreases demand for inference and *increases* revenue for AI chip makers
MU stellar earnings = SOXX ⬇️ MSFT & AAPL bad news = MAGS ⬆️
MU pulled back today, and I’m actually more interested in seeing how it holds/supports here.
MU update – monster rally, cooling overnight
USG blocking frontier models - and the impact on compute revenue being surprisingly positive? My thesis:
Micron crushed earnings and dragged the whole chip sector green, but is this enough to save the broader tape?
Zoom the fuck out it’s a massive quantum network
Hyperscalers are implementing techniques that could compress memory usage by up to 40x
Check-in DRAM ETF popped 14% — where's the entry?
Zoom the fuck out it’s a massive quantum network
Net incomes for mega cap AI companies, including Micron, Samsung, and SK Hynix
If you could only pick one, would you buy SNDK or MU?
Top stocks hitting 52-Week Highs/Lows - June 25, 2026 📈 📉
I've made a few trades recently, and I've been using indicators to take profits at the right time
Mentions
MU CEO said they see shortage in 2027. And in few years Micron, Sk hynix and Samsung open new factories and increase production 2-5 times. Memory prices are falling and all money is spent on factories to produce cheap memory. Scary ending.
Selling MU to by SK Hynix is pretty dumb - just seems like aimless shuffling at that point. Same sector, go up and down with the same pattern, both part of DRAM etc etc
You need to asterisk the shit out of this. Most people sell their winners earlier than they should, and most people will not understand the context you included about *trading* individual stocks as opposed to *investing* in individual stocks. This advice only has merit if you're a trader, or if you thought you were investing long term in something like MU before it ran up 700% in a year.
George Soros believes in buying into bubbles because the largest gains often come near the end. If memory is no longer cyclical there is no basis for stating that MU DRAM Hijinx etc are in a bubble. MU has a low forward PE and it has sold its future output.
Ok but how? Every time I buy calls it goes down. Like I have otm MU and dram calls expiring coming Friday
Not at all. 1,500-2,000 is exactly where I'd set my PT. This is a very easy DCF/sh to get to for this stock under reasonable assumptions.:modest asp growth next year. flat for one year. no multiple expansion. And selling prices start to *moderate* in 2028, but don't *crash until 2029/2030*. See the difference BT market price and 2k? I just delay price reductions in my model. That's it. I've owned MU since the 300s and still do. Pretty bullish memory. But I'll make one thing very clear: it's not riskless in any way. People are out and about confidently debating supply/demand dynamics and ultimately price of memory. That's cool, but anybody who speaks like they can predict commodity prices is ignorant. I can tell you, you can get way more data about supply/demand dynamics for gold and oil than you can for memory, and nobody can predict the price of those commodities. What the pure mem bulls don't appreciate IMO is that.. pricing dynamics for commodities live on a knives edge. A 3% undersupply in oil can triple or quadruple the price, and the same thing is true for memory. In 2026 ASPs tripled. The undersupply change that caused this is a single digit percentage imbalance change. This clearly means that "memory being tight" can be true, while that reverses slightly and prices crash. So look, it's not risk free but I've placed my bet.
I may be the only mfer in here who hasn’t touched AMD, MU or SNDK
Yeah it's out of reach for most to trade options on SNDK or MU because of the stupidly high single share price. Hopefully they split soon but even then I won't have the balls to play options at least not yet lol
I'm still quite new to this, about 8 months in so I am learning but I am definitely seeing how greed can make you huge gains but can also lead to huge losses if you aren't careful. MU was at its all time high right before earnings and I considered selling because everyone was saying it would tank but I decided to hold. I haven't lost money overall but I was up over 20k now I'm only up like 2k. I'll never catch things like news articles and sudden catalysts because I'm working during trading hours but if I've made a huge profit I'm definitely going to be far more risk averse from now on if I've made a profit I'm not willing to risk losing. Actual experience trading is unwinding some of these mantras and ideas I always hear- I wanted to be "diamond hands" and hold forever but everything depends on the specific situation and not every stock should be held long term, sometimes holding forever can be an amazing choice or it can be the worst choice
🥭: "If you kill me, I'll be very very angry!!!! We're locked and loaded" 2 minutes later: 🥭: "MU is a great stock to buy!!!"
**BanBet Lost** — /u/cloud_cafe (0W - 3L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $1005.90 → $1150.00 | +14.3% | 5d | Lost |
I genuinely believe it'll never happen to the extent bills are hoping. Cyclicality is reduced thanks to the LTAs but imo the market will never be fully convinced that we can slap a 20-30x forward PE on these stocks. I'm expecting another leg up in the coming months and am taking the majority of my MU profits at around $1,500 assuming we'll ever get there. Generational wealth in my case with my entry price so I'd be stupid not to, even if it runs to $2,000 after... So be it then.
Sell all the positive positions and buy a way larger MU put to hedge against the call, timing has to be right though, let the underlying get as close to $1150 first. If you are too scared, sell part of your losing position to limit potential losses.
95-99% of the comments in this thread is the same dumbass excuses being used to try to justify that a dumbass bubble is sure to just keep on chugging along for years. >"It can't crash anymore cuz Fed print money, inflation, and dollar devaluation." Yes it can crash when it has already far exceeded the amount of money printing, inflation, and dollar devaluation. Do the fucking math or look at the goddamn ratio charts. [Inflation Adjusted S&P 500](https://www.multpl.com/inflation-adjusted-s-p-500) [US - Total Market Cap Divided by M2 Money Supply](https://en.macromicro.me/collections/34/us-stock-relative/24033/wilshire5000-to-us-m2) Also, multiple S&P 500 valuation charts (almost every one of them) are at or exceeding dotcom bubble levels right now: [CAPE Ratio](https://imgur.com/a/Xvsaos3), [Buffett Indicator](https://i.imgur.com/fN3g97M.jpeg), [Mean Reversion model](https://imgur.com/a/58OwAKs), [Interest Rate model](https://imgur.com/a/iT66lyc), and the [Aggregate Market Value Index Score](https://i.imgur.com/adh7AgO.jpeg) >"It can't crash anymore cuz the rich need to put their money somewhere." Kind of like they "needed" to put their money somewhere in 1929 and 2000? First, the S&P 500, AI stocks, and space stocks aren't the only places to put money. And even if they were, that doesn't stop crashes from happening. Second, just because good buying opportunities may be mostly dried up at the moment, doesn't mean you have to FOMO into over-priced shit. Sometimes the best thing to do is WAIT for a fair price, or even a premium price... but don't pay clown prices. >"But look at the profits of semi-conductors like NVDA and MU, they've exploded! And their P/E ratios still look reasonable now. It's justified. Fair enough on that one. And that's all fine and dandy if you don't look bother to look underneath the surface. But if you DO bother to look underneath the surface, you'll see that (1) This sector is cyclical. (2) It's not sustainable when the money being spent on this shit far exceeds the profits that can and will be made anytime soon in the near future (as evidenced by OpenAI and Anthropic's money burning businesses). This has been covered by others and explained in detail a number of times by other people with working brains, so I won't belabor the point. >\[Insert one-liner low IQ bullshit here\] Further proof that the market is in a bubble when it's mostly brain-dead spam comments like that. Like really... there's no excuse anymore to be posting so much dumbass intellectually lazy trite human slop when you could be posting AI slop instead that at least shows 10x more thought. Right now, the voting machine is winning out against the weighing machine - but that probably won't last. In late stage bubbles (like we're in now), lazy thinking beats out critical thinking - but that won't probably last either.
Bruh, I have it at $210 and Im selling 2-3 a day and rotating into MU and exit before the unlock. wtf are you doing
how many MU shares did mango buy
White House account is posting about MU
when MU again, sndk like 2x of MU these days
Dude overtrading and doing ODTE on SNDK and MU
Not sure but I did buy like 500 MUD I think in 6-8 months MU will be at $7-800 I didn’t do options because they scare me.
Since you don't believe MU deserves an increase in multiple, I take it you think all the analyst price targets of $1500-$2000 that came out immediately after earnings report are absurd/bait for retail investors?
Anyone else noticing a distinct tone shift in ai-news recently? Going from overly bearish earlier in the week to: \- Meta announcing data-center buildout in Canada + partnership with Samsung to build custom chips \- Trump pumping MU, twice even today in the evening \- SK Hynix CEO stating worst memory shortage in 2027 leading into 2030+ And more all dropping back to back. I want to be hopeful for next week, and with earnings coming up who knows. TLDR i'm coping
He has promoted MU in multiple tweets. None of them did anything lol. Gg regard
Balls deep in NBIS for over a year. Sold around $230, bought MU at $1230 lmao
I have 100k to fully deploy into one share for a 3 week swing trade, GOOGL, SPCX, MU, MRVL or NFLX help
MU with Monday wednesday friday options starting new week on robinhood. Get ready to lose $$
I very much doubt that...... (unless you hold a lot of MU shares)
So you're saying that the move for MU is over and bulls are just holding for no reason?
Is 🥭 a MU bagholder? Constantly trying to pump it
Imagine selling MU for a loss today LMAO
it's a good time to buy MU
Trump is pumping MU hard right now. Literally 3 posts all about MU
But we’ll see man I finally do not have any money to put into MU
Trump tweeted about MICRON $MU open the fucking casino can it be Monday already
🥭trynna pump MU again lol, third times the charm?
31%. Drams been flat as shit bro. Money got moved from MU to SK. So it stayed flat. And fucking Tesla ripping for no reason. Money being moved into Tesla lmao.
MU is a great company but they have a significantly larger float, available float, and lower percent shorted so they get less volatile swings. I also eat crayons so there’s probably a lot of other variables going into it like institutional buys, ETF restructuring, etc
when jfk gave that "Ask not what your country can do for you—ask what you can do for your country" speech. did homie say anything about $MU?
Anybody in here doing MU Calls at all?
I couldn't afford SNDK, so I bought MU instead, and it turned out to be worthless.
Wait so what would be the fair value of MU then?
Sandisk doesn't make memory. There are only 3 real memory players, MU, Sk hynix, Samsung.
Need a red open on MU to eliminate the rest of dumb money
Or, hear me out, it could be because MU's revenue will tank in a few years and there's a 0% chance its current situation is even remotely sustainable, and people are already waiting for the offramp.
Anyone actually have an idea of what’s going on with MU. Yes I know it’s up a lot but the fact that it’s in the choppy category really makes me wonder how much of this is institutional manipulation
what abt MU, what do u see for Mu using ur crystal ball
it’s been a while MU didn’t have a proper green week
tell me how MU is better than SNDK. So far it seems SNDK moves up or down much easier, like comparing AMD vs NVDA >MU bagholder here
Crushed it. Held MU puts overnight and scooped up SPY calls on the dip
Best part was open after the MU callholders were talking so much shit all night
MU 1200 when to save memory bagholding bros
MU…AMD…Kids…. All the same…take all our money most the time.
Yes I made the same conclusions so we agree but the market has not do what’s going to change their mind ? MU announced forward contracts until 2030 so why wasn’t that enough ?
Legging into short strangles on MU has been a great trade the past few months. I will miss it.
**BanBet Lost** — /u/ThriveGuy15 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $991.98 → $33333.00 | +3260.2% | 1d | Lost |
You guys really think NEW money is going into $MU / $SNDK or is the same retards buying+selling to each other hoping the other blinks? Lets debate
Sold 1DTE naked calls on MU yesterday followed by 0DTE naked puts today. Thanks for the free money MU bears and bulls!
$MU couldn't project prices 6 months ago, but all of the sudden can see 4-5 years into the future. Pump those bags
SNDK, MU, SKHY shares should profit from huge as they are related and positiv correlated memory stocks.
meanwhile My MU calls fucking me in the ass
Want to now go all in MU after all these META gains
MU being 5% down in the weekly chart and being only 5% up in a month feels weird lol
Yeah I’ve been selling CSP on MU, SNDK during the big dips and cash out once it pumps
**BanBet Created** ▲ | **Record:** 0W - 2L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MU** | $1274.88 (above) | $980.68 | +30.0% | Jul 17, 9:49 PM |
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MU** | $1078.75 (above) | $980.68 | +10.0% | Jul 17, 9:48 PM |
MU still in danger of forming head and shoulders Not in the clear anywhere close yet
You are a FOMO buyer. Good news is MU will not leave you bag holding for long. $2k in a years time
Fuck I have MU calls for next Friday
Take some air out? More like all air will be out with piling lawsuits while AAPL +30%, MU -70%, and NVDA -40%.
so many people bitching about MU having a red day in here makes me want to sell it 🤣
Got out of the HOOD just to go back again with MU. How delightful
the moment you sell MU for a loss is the moment it rips
Once I unload my MU bags I am never trusting a 2 letter ticker again
because SNDK is only like 5% of DRAM. I do wish MU was more like SNDK tho
Why are you jealous of MU. Look at SNDK bro
MU puts will print next week.
they said SK Hynix will bring up MU mf itself stayed red together with MU 😭😭
Plastic bags cost 10 cents each. I’m here getting a bunch for free thanks to MU
Monday: AAPL +3%. MU -12%.
How is DRAM bleeding while MU is gaining in AH
Y’all said MU will go up with the SK Hynix launch all it does is steal MU’s bread
MU always a day behind SNDK
Wait, I thought they were suing the memory stocks like MU and SNDK?
Fuck MU that shit was pitiful I’ll buy any other memory play
SNDK is recovering fairly well, MU, SK, and Samsung not so much
Should i put 300k into MU or no
MU as dead as Mitch McConnell
🥭 telling people to buy MU didn’t work it only work on intel cause nana is watching it. Nobody even watches MU
NVDA has been dead money for a year now. Above 200? Next stop 180. Below 180? Next stop 200. Once a particular stock becomes such a massive options market, the action gets killed, despite blockbuster earnings, growth, projections. Too much hedging both ways for it to ever truly breakout. I think MU is entering that phase now. It won't matter how much demand there is for memory, or what their margins are, etc, etc, the stock is just going to be stuck in a range for a year, spinning in circles as the most valuable theta producer on the planet. Sell puts, sell calls, collect that premium.
Better than selling too late. (I sold MU at 480 & 800)
$MU up 200% YTD, down 20% from ATH, that’s your fault lmao
MU next week @1200 and I promise I will unload these calls to buy shares longterm plseasee
Yesteday I sold meta and nvda to buy more MU bye