Reddit Posts
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
How do you guys keep falling for the same scam every time
Thanks MU and DRAM for making the comeback a reality
I started building my position in MU back in January this year.
Anyone watching CAT? What a wild ride.
Cashing out my MU calls from yesterday~26k profit! That's like punching in and punching out the same second Guys
Hey guys is anyone else experiencing this glitch on Robinhood? Is my portfolio meant to look like this?
MU options Gains +175% ($88,000) on weeklies
Micron $MU YOLO at yesterday's close ($1,090 strike call, 6/26 exp)
Pre-Market Gainers and Losers for Today (June 25, 2026) 📈 📉
Qualcomm +12% pre-market after doubling 2029 non-handset revenue target to $40B and targeting $15B in AI data center sales
Check-in ✅ 🤔 MU up 15% after earnings — still buyable?
I bought Wendys in 2021 and working here ever since...
Micron just printed $41B revenue at 84% gross margin and nobody at my office is talking about it?
Mentions
It's my birthday today - anyone know a good place to go for free food/drinks? Otherwise, I have to eat cat food because I had MU calls.
idk how many more SNDK/MU dips i can take i feel like Mick Foley after he got thrown off the top of the hell in a cell
Moat...only MU, SK HYNIX and Samung can make HBM chips. It takes 4 wafers to make single HBM chip. There's isn't enough supply to go around and satisfy everyone's need until 2030. Yup, Korea has announced $500 billion dollars investment but that's over 10 years period. Over the next 3 to 5 years, Samung, MU and SK HYNIX will each add 2 new fabs. That's not that many new Fabs to supply HBMs to everyone's satisfaction.
Get on the MU/sandisk train now
Yes, there were hundreds of memory chip manufacturers in the world 30 years ago. Time has changed since 1990s. It costs $20 billion dollars to build a single Fab and cost billions more to purchase EUV machines. That's why there's only 3 HBM manufacturers remaining in the World. MU, SK HYNIX and Samung now has the leverage to set prices.
I like how it moves slower. MU terrifies me, but NVDA gives me that nice "frog in a boiling pot" feel.
I'll trade you your $wen losses for my $MU losses.
Maybe this shithole site should buy more MU & NVDA
Sure hope you have a stop loss brother we're headed to sub $800 on MU easy by end of this month
"Do not cite the Deep Magic to me, MU. I was there when it was written." -- NVDA
Looking at the MU stock chart, its price dropped about 30% after March earnings were reported and then had the V recovery after 13 days. As of today, we are roughly 30% down from ATH and it is the 13th day. Same pattern V recovery coming? Thoughts?
What’s the best drop price to buy MU it’s sitting around at 930
Looking back a month from now, buying this MU dip is gonna seem really obvious
The valuation for AMD is crazy high. I have no idea where everything is going, but it kind of makes me buy MU calls and AMD puts and it should print either way.
Next stop MU: 1500, SNDK: 2500
MU is dead. Long live speculative industry stocks with no upside!
if you are not buying $MU in tranches wtf are you doing..it usually starts ripping 10-15 sessions after earnings. This is the time to buy. This happens again again and again dont miss out at least this time.
I don't think it'll go up anytime soon, at least a few days of getting that 30% back and then back on the MU and SOXL train
That $0.15 ex dividend from MU is really saving my portfolio
If MU finishes green today, I’ll send feet pics to whoever wants them
I think we've hit the DRAM/MU bottom 1.5 hours ago. It bounced off some major support. At least that is what my crayons tell me
some fucks really don’t want MU to pump keep selling at $920
Already loaded on SOXS and MUZ because I just lost about 30% on MU and SOXL
You can do some research and see. MU will bounce back over $1k, so you won't lose money, but understand the memory business 😊
1. $META built a bunch of data centers. 2. Its AI business failed - just like the Metaverse. 3. Now, $META's dumping excess compute capacity into the market. 4. SpaceX's AI business also failed; Musk is doing the same thing. (Colossus!) 5. We've (obviously) overbuilt AI data centers. 6. We also bought $WAY too many GPU. I have bad news for anyone that got hooked on this AI picks & shovels trade The U.S. economy and stock market represent a massive, leveraged bet on AI cap-ex spending. As cap-ex gets cut, stocks will get hammered. There will not be a "broadening out" or a "rotation." Correlations will move to 1.0. Reasonably priced non-tech stocks will fall quite a bit, while wildly overvalued tech stocks like $MU, $NVDA, $ORCL, $TSLA, $SPCX, and $PLTR will fall -80%.
Plot twist, MU reaches ATH today
Its all about NVIDIA. MU and Samsung are derrivatives - their profit dont matter really. If NVIDIA keeps winning, you will be safe.
Yeah it's obvious they just want to chase the "hot" stock - surprised not to see SNDK and MU on the list - though they seem like type who had it on their radar and conveniently forget them when it's no longer "hot".
**NVDA reports strong earnings**: market dumps **MU reports monster earnings**: market dumps **Samsung reports 19x profits**: market dumps Is this market regarded?
**BanBet Created** ▲ | **Record:** 0W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MU** | $950.00 (above) | $914.49 | +3.9% | 23h 60m |
MU bag holder checking in for the V
Does it make sense to sell PLTR to buy more MU NBIS VRT?
Loaded up on MU x2 and Hynix x3 just a few minutes ago before closing here in europe. mericans & koreans, please do your job
MU being down this much is crazy
I'm saving you a lot of money. Wall Street doesn't know about MU facts yet, and you can still recover your money. Fix any mistakes and retire on time. I retired in my early 30s from investing.
MU's 10-year PT is $650. Memory is a commodity, and MU is only the 3rd-largest player in the business (the top player normally gets 80% of business in any industry). Memory can also be mass-produced. 1 factory can output 300k wafers a month and 800 dies per wafer, or 2.9B dies a year. There are dozens of memory factories in the world, and many more are coming online. Don't believe what memory CEOs say—their job is to sell their products and stock. RDDT's 10-year PT is $2,000+. It's unique and irreplaceable, and at a $30B market cap, it has a long runway. A simple investing method is 75% XLK (all tech, including hardware and software), 20% RDDT, and 5% stock-picking money. No chance to fail. DCA biweekly. Retire in 10 years.
The top signal was 🥭 tryna pump MU like he did to PLTR and how it failed both times.
Might load up on $MU. Seems like low 900 is the bottom-ish
#AMD and MU went bankrupt LMAO🤌
Where’s the guy that says he’s not selling MU till it hits 2000 I wonder if he sold
What This is like saying "why isn't the stock market 100% MU"
Hold on - dont sell! #Hugs #MU@1200
Holy fuck that candle on MU rip
# A little MU pump to reset RSI before we drill straight back to hell 😊😊😊
If you liked MU at $1000, you’re going to love it at $3
I was promised MU 1500 three thousand years ago
guys a bird shit on my head and im thinking about buying MU
Not selling MU after those earnings. I’ll be back up soon again.
Please at this point I just want MU at 1000. I am desperate
I nibbled at MU $905 today
RIP my MU options. Good thing they are expiring in Oct and Mar tho
MU will be testing 1000 again by mid next week if not sooner.
Who fully ported SNDK or MU, and how are you feeling right now?
MU is going to rip for the rest of the day, I can't believe it
MU/DRAM V'ing just enough so you can buy calls. then they will rugpull you again.
Rumors of MU’s demise were greatly exaggerated
welcome to MU. how may i take your order? sir we don't sell those fries here sir
MU is so back, demise was greatly exaggerated
spacex valued more than MU now... sweet baby penis
MU is at least putting up a fight. Sandisk is just lying there taking it.
MU back to open prices? Win in my books
MU has regularly hit 3x PE in the past before dumping because memory has been cyclical
MU is pumping so it can dump more
Didn't he start shorting MU and SNDK last week?
Just need MU to bounce $100 more and I'll be a happy man.
Last week I sold my puts on MU and would have made 100k if I held. This week I’m gonna hold and I’m sure I’ll lose 10k as a result
Woah king, MU total return: -$2998.65 Chin uo
MU upcoming dividend: $1.35 MU total return: -$3000 That will make up for it
It’s ok MU announced a $0.15 dividend in july you all should be grateful for steady income during downturns
The funny thing is MU is its biggest holding
I sold all my other assets to buy DIPs for MU SNDK AND NBIS, no going back now
MU V would cause incredible pain to whoever sold today
congrats to anyone who hit a sweet MU entry, myself I tried to be too aggressive and missed in hopes of $100 better bids so I could say to myself "what a deal" combined with total inability to zoom out
My diversification is owning MU, DRAM, and SOXL 🤡
or when you bought, I'm up 630% on MU
(MU|SNDK)tards, exit while you can
why so deep in memory dude. these stocks have had thousands of percent gains. you really didn't forsee some sort of pullback? Can't even default to letting it sit and wait because once this memory shock blows over SNDK and MU will dump back to their sub 100$ ranges
Who is getting fucked harder? USMNT or MU?
SMOL BUL TRAP ON MU coming up, just ignore it 🦉
I don't get what the big deal is. If you liked MU at $1200, you must be loving it at $900.
i need MU at 20 :D is that ask too much?
$NVDA each GPU need 8 HBM from $MU Now MU has 165 Billion revenue. Last ER 42 Billion revenue, that’s huge , not going away AI soon
Wtf why are MU and SNDK recovering?
grabbed a MU $1100 call when it hit $894, 7/20 exp 🫰