MU

kayvonte

So adding TSLA, MU, NVDA… to my Roth. What else??

Familiar_Sign9870

0dte MU Calls, Go big or go home 💆‍♂️

TheTideRider

MU still has some room to run. AI trade is not over yet.

Pin-Last

Google, TSM, AVGO, NVDA, AMZN, more MSFT maybe. MU etc only on a true crash 

RelentlessPutz

They was super pissed when I said MU would selloff after earnings... now crickets

soad1331

So I went all in on MU yesterday. Am I cooked?

styxfire

The new-gen but boring ones: MU, NVDA, TSM, DAVE (too high now), and companies that profit from cheap gas, companies that can profit from medical AI, energy companies that can fund datacenters, semicons (maybe but timing is important), quantum companies (too soon), and keep an eye on weak businesses that might profit if Democrats gain power-of-the-purse again. Just DO NOT make the mistake of staying in a losing stock if there is a better stock that can make your money back quicker. It's America, we are still free for now! You get to choose your own gamble !!!!

PalpateMe

All I got was MU dumping right after he tried to pump it

styxfire

This week had nothing to do with S.Korean people, and everything to do with the fact that S.Korea has two global-powerhouse companies that dominate their KOSPI 200. The gains in those companies were SO LARGE in 1H'26 that the June 30 rebalance in their index caused a lot of selling. Selling was magnified by the world's 3rd-largest pension fund which had to dump tons of Samsung & SK Hynix. Finally, the 2x Hynix ETF funds (leveraged funds) FLOODED the market with sell orders of Hynix. The Korean market was a mess. It impacted semicon exchanges there, and bled over to USA's SOXX, which impacted all the Nasdaq semicon stocks. Worst-hit were the higher-PE semicons, which got lambasted in the suspiciously-timed Morningstar report about semicons. (Tell me how many insider-trades occurred from the people who planned that Morningstar publish date!!!) Not to be outdone, Zuckerberg pre-empted the rebalancing with an admission that Meta prolly bought too much AI and needs to rent it out -- and then the black-sheep Burry says "Hey me too, I shorted MU and NVDA and SOXX cuz I always gamble 2 years too early, and my friends told me that Koreans might start something this week, and I missed the MU high of 1255 but I still wanna sound ballsy by shorting it at 1051. I'm relevant !!!" Koreans will be kind Monday because they're always kind. It's the governments & fund regulators/managers that do the foolish all-at-once rebalancing. They know about it far in advance. There are many less-destabiizing ways that they could rebalance. The truth is that funds make money by scaring individual investors. So they're incentivized to do sneak attacks on stock prices. Funds profit from the volatility (options), and individuals lose, and funds spread the message that individuals can't make it on their own, they need to turn all their investments over to paid managers who can "avoid the losses and scares".

antwon8797

AI market is tanking. Many of the hyper scalers like CoreWeave and Nebius have over extended themselves in the rapid expansion of data centers. Though MU had a solid quarter, and might even have a decent (but less) one next- all the massive backlog orders for chips and GPUs are gone. CoreWeave has had a lot of insider selling, nebius too. Facebook admits they overshot on data centers and have too much costly compute on their hands and are now trying to rent the excess out…. Which everyone is already trying to do with their excess compute, add that to a drying up AI usage market and the hype has worn off and reality is setting in…. The US just spent about a trillion dollars on infrastructure for a business that won’t generate positive cash flow for probably a decade.

-HIGHHIGH-

Gonna analyse this in the only way I know how with recent weeks.. Fridays = red. Mondays = green. Stay in on Fridays to still be holding Monday morning when stocks pump. (Also the big orange said to buy MU so folks dumped)

Crazy_Donkies

I saw this on Twitter 6 months ago retard. since then MU has 3xd.

soldieroscar

Just found out I purchased MU at 67 and sold at 87

OneTwoThreePooAndPee

What happened is META announced they're selling "excess compute" into the market by starting a cloud biz. If you'll recall, after last earnings Meta went down when Google went up a ton despite similar earnings; this was because Meta had announced they were looking at $145b+ capex this year. Since Meta didn't have a cloud biz like the other hyperscalers, the massive spend on capex for AI was far more worrying because what were they gonna do with all those chips if their AI play ended up being another, ahem, Meta. So in announcing this, they did two things: 1) Gave everyone a release valve on the question of "where does that capex go to get profit if your AI sucks", BUT in their announcement they said they're selling excess compute, and for the last 2-3 years the story behind the AI boom was based on the assumption that compute demand would be endless. So this announcement made the market think that... 2) maybe the demand for compute isn't endless, and not only that, if META can't figure out how to use AI to make money yet in this way, the overwhelming burden of expenditures on AI infrastructure start to look less reasonable. If 2 comes to pass, it means Nvidia+MU+TSMC+Coreweave+IREN+any number of other investments in the stack of "next choke point" investments around AI stand to have their entire 10 year plan, that's probably already been paid for using big ol' loans, comes tumbling down like a deck of cards. So Meta popped, and MU and other chips dropped hard. You can thank Mark Z.

Significant_Speed854

Is MU a leveraged QQQ/NQ ETF?

sinag19

How was MU and SNDK today

TheRealArmament

MU opening at 1000?

grantresolve

Bro owns 1% of an MU share

cloudsofgrey

MU

sinag19

What MU changing?

No_Balls_Long_Calls

Does MU even play ~~soccer~~ football what is this company even about anyway

Weak_Emu3659

how's MU still changing right now - this is trading on the yugoslavian stock exchange or what

31andnotdone

its better than MU 🚀 spam

Accurate-Letter-546

big green dildo on MU monday. then u will buy in and will get rugpulled....again...you'll come crying here. "WTF man"

Fishherr

For MU: Fund unloaded like 400,000+ contracts. Probs played a nice reasoning

patrickstar466

Same as when MU pumps with no news. Just speculator trading

samxlnc

Now put it all in MU :)

WSB-mods-are-

So many millionaires with MU puts 

MisterSauz

I feel like MU is gonna open +4%

Extremely_Big

Yeah he said MU bols fucked after July 2026

ElkQuiet1541

The memory was so also positive pre-market (MU was +4%) on Thursday but after open went downhill... on ideia why

iSOBigD

Nah, it's 100%. I bought MU, DRAM and SOXL amd that's the night the Korean market had their record crash followed by multiple crashes a week and the massive sell off yesterday. That being said, last night their market went up 10% suddenly so hopefully they changed their mind and will stop fucking me.

MrStreetOnTheBeat

MU did not hit 1300 Yesterday.. I’m officially stuck in Somalia, as I type Somalian loan sharks are knocking on me door

iSOBigD

That's all good, but MU didn't randomly crash after unbelievable earnings - the entire semiconductors and memory industry, all companies and all ETFs crashed hard at the exact same time. In Korea, they also blew up hard last night. Nothing actually changed, just some fake ass news that probably make someone a few more billions over a few days.

DandadanAsia

did you know if you buy $MU back in 2009 for around $4 per share. you will be rich-rich today

FinePerformance1046

I remember shorting MU at $350. It went from $350 to $1.2k from that day.

DandadanAsia

when Moses parting the Red Sea, did homie say anything about $MU?

HearMeRoar80

It's just profit taking before a long weekend. MU will probably rocket up on Monday.

Gold_Grab1878

So can you explain why MU shares would keep climbing if they're already sold out 5 years ahead?...

jgreenwalt

For whatever reason, I cant buy fractionals SNDK with my broker. I can MU and plenty others, but not SNDK.

G0D5M0N3Y

⚠️Save this comment, screenshot it! Remember in Peak euphoria and when everything's hitting the news is when people need to sell. Bitcoin reaches 120,000, gold reaches 5,000, silver reaches 120, Nvidia reaches 5T cap, MU analysts say "2000 is next", are exactly the times to sell everything. Remember big money, banks, institutions need dumb money so they can unload their positions into. So peak "good news" brings in all the fomo and retail to buy from big money. Big money sells retail the bag. But it doesnt mean that the underlying asset wont go up higher over the next few years. Its just too frothy and overbought for big money at this "current time". Then they buy when the underlying asset is down 30% 40% 50%. So retail is either a bag holder for 2, 5, 10 years, or sometimes forever. Rinse and repeat!

Crazy_Donkies

https://ca.finance.yahoo.com/quote/MU.TO/

definitelycrack

MU will rip on monday

ALth0r

I really don't think that the way trump keeps mentioning MU in his tweets they will let apple buy anything from China. Even if everything is sold out from Samsung sk and micron, they will let those be the suppliers.

Pratt2

MU earnings beat due to margin increase, which is a temporary thing. 

POWRAXE

Yeah good luck getting that approved with this administration after MU donated 250 million for Trump accounts.

Stationary_Wagon

Here, I'll explain it for you: MU dropping: People saw the gross margin MU had last quarter (86%) after earnings and the topic immediately turned into "hyperscalers won't pay for this anymore" and "they are ripping everyone off". I'm skipping a ton of details by the way. The end result is MU lagged for a while. Keep in mind the same thing happened last quarter too. General semi stocks drop: It was triggered by a news report from Bloomberg, announcing that META wants to sell its "excess compute". This immediately caused people to panic because if META can't utilize its compute properly and wants to sell it, then that means there won't be capex expansion anymore/bubble bursting and that means all the valuations of semiconductor-related stocks that was dependent upon incoming capex spending are overvalued. As a result of this narrative, a lot of stocks are down, some high beta names even 50% down just in days. Instead "exemplary" companies in the AI-led era like Accenture increased in share value because money rotated to them. Then it came out that this news report is based on a town hall with Mark Zuckerberg in late May 2026 (already known) and META actually does not have a lot of "excess" compute and Alexandr Wang (head of META superintelligence) came out and said they are developing frontier models and this topic is bullshit and META is guiding to increase its capex spending in general. Again, I'm skipping a ton of details. So as you can see, it's all about narrative. Really important to keep a cool head and be disciplined among this information soup.

Mysterious-Device-53

No MU shares have traded since 8pm last night

FlyingCats17

How is MU priced for explosive growth? 12 mo FWD P/E is sub 8 currently. Peak pricing is obviously a risk, but your take is way too generic.

cgonz15

Geniuenly almost full ported MU before market closed at 7pm, seems like its bigly green? Rip me 🫩

Ordinary-Experience

SNDK went up on MU's earnings recently, and MU were very clear: demand is far outpacing supply. There is no way in hell SNDK will go down after earnings.

luk71

Valuation is fine-ish, the shortage is real and will still be for a while. We are still at a phase of increasing pricing and well behind demand but once demand is fulfilled then these are not necessarily that valuable or super-specialised industries. Profit selling is definitely part of it and so is sector rotation. Whilst MU/SNDK plummeted, Apple, Amazon and Google went up significantly this week. It’s a bit of all but not necessarily a sign this run will crash because the demand is still massive at the moment.

Medical_Birthday2893

Happy to not invest in MU.

GPUssydestroyer

Oh nice I was gonna get to that Sunday. So the low is probably coming soon but memory can still go sideways for awhile. Need MU cheaper I hate how even ootm calls on either are like 20k+ each

SoonToBeBanned666

The shit I own isnt swinging like that. MU and SNDK isnt ”the market” even though admittedly it often feels like that.

Subject_Ad_1899

Also think that apple asking to source ram from chinese fab is putting a damper on the MU story even if it doesn’t come to fruition

Ok_Yogurtcloset9708

Sk down14% and Samsung down 35% from the night before was the driver that rippled into the US market with MU, Nvidia , Avgo and SMH. money rotated into megacaps apple and microsoft to soften the blow. Plus lot of low volume made it look worse then it actually was.

Sybertron

Then that would make even less sense for MU dipping.

WinstonSalemSmith

MU and Nvidia will diversity into other areas with their capital.

PenguinOfB00m

SNDK is down 30% from top, MU is close to 20%

ChipWong82

MU bears posting nonsense eh?

Deep_Calls_007

I entered all of Goog, MU, AAOI, CVX, UNH leaps at bottom and sold all of them for 20-30% profits. I accumulated RDDT and MSFT ‘28 leaps last 2 months. I will let them expire this time. 

Sweaty_Platypus69

Small recovery for the memory stocks at hyper trading- +4% on MU / Sndk etc.. but the indexes is still languishing at +1% (QQQ)

Crazy_Donkies

https://ca.finance.yahoo.com/quote/MU.TO/

Crazy_Donkies

Meta hasn't proven anything. Meta didn't say anything except they would sell excess compute but they don't have any. (Their own financials webcast) The article you are referring to is from Bloomberg and has completely been changed and republished to them planning a cloud service. Look it up. Again you're quoting falsehoods. Softbank is making a massive additional investment. Investments are not stopping. Samsung and Meta are considering a $7b Investment. DRAM is going up 30% in Q3. HBM is custom and not cyclical at all. Look it up. Chinese manufacturers are not presently doing HBM and its 3 to 5 years to stand up the factory and have the capability. MU is sold out to 2027. Short it all you want but don't quote inaccurate stuff.

Sharlach

Every single piece of memory is already sold from now until 2028, and they're beginning to sign take or pay agreements for 3-5 years out now. You can theorize and speculate on as many scenarios as you want, but until the capex trend actually reverses and real life budgets start to decline, it's all nonsense. Companies aren't going to abandon their 5-10 year plans before they're even complete, and MU is not going to lose leverage on memory sales it already signed contracts for. Your comments about META and what they said are incorrect too. The comment Zuckerberg made was that they *would* sell excess compute if they ever have any. They have zero spare capacity currently, and they're in talks to buy even more memory from Samsung now.

Dude_HaHa

I mean not necessarily because they have to stay competitive vs MU, SK and Samsung.

Dude_HaHa

I think all the news around MU is just exhuberance, while insiders have been steady selling. Bul thesis is that there is a memory bottleneck, but Zuck/META has proved that supply and demand scale is fairly balanced and not tipped over in demand's favor. MU, SK Hynix and Samsung are good companies and have a lot of revenue coming in, but their stock price has priced in great earnings already with the huge run up. Forward P/E in cyclical companies don't mean much. Apple already looking for Chinese memory to avoid laying premium costs.

NaMedyas

The higher a stock goes, the more nervous people become. Especially with so much fear about an AI bubble bursting. My fear of you selling inspires fear in others. Just zoom out. MU doesn't just go up -no stock does. This is a healthy pullback imo. Not to mention it's a long weekend. It's also very common that a stock falls after earnings, even good earnings. The history is all there in the chart. If I was smart, I would start DCAing when it hits 900. But I'm not, so I'm gonna yolo into SPCX and WEN lol

SanDisk_Made_Me_Rich

MU & SNDK got more room to run, but that was my ticket to $1 million already

Sufficient-Flan1565

How the hell MU has more weight in QQQ than Google and MSFT and AMZN? They still are more market cap than micron

ChessPlayer1963

u/papakong88 Both of us had bad day(s) last month -- not sure if you had issues on July 2 with the sharp 1000 pt intra day move in NDX. In June I again got hit with my weakness of not taking a loss, Martingale and end up with extreme loss (\~50% of account value wiped out). I am trying to automate a deadman switch to auto close my threatened positions on bad days to cap losses but this is a difficult lever to code correctly. I just about managed to eke out a profit yesterday. 90-95% of days it is drama free. I am still struggling how to manage risk on volatile days. A honest reading would be 90% luck and 10% good management on July 2. It is the 90-95% steady profit that is seductive -- risk management and willingness to take a risk is hard :( Here is full trading log for July 2 -- NDXX was so lucky to get out at a small overall loss. Not sure how I should be trading when on a normal day my initial NDX entry would have decayed by EOD. Interesting if I had just stayed pat after my initial NDX put spread entry and rode out the dip to 29091, it would have expired at EOD. And I got hit on both call and put spreads anchored at 29250 -- which is another thing that bites on a whipsaw day. One saving grace was I was willing to take a loss on 29250 call spread near the close and close the 29310 call spreads (and the SPX 7475 call spread scalp attempt). This could have easily been a 24k loss in 29250 spread, 60k loss in 29310 call spreads and a 5k loss in the SPX 7475 call spreads if I had been stubborn and held on. The log shows that I am still mentally unwilling to take a loss and sometimes taking more risk bails out. Sometimes not. Not sure how to address this structural flaw. Still made \~1-1.5% of risked amount. On a normal day I would have risked about 60-100k to make 4k. July 2 feels like a loss day as it could have easily been a 80k loss day -- the structural trading issues around taking a loss are so hard to fix. total\_cf=4331.63 META cf=1331.76 MU cf=93.39 NDXP cf=-992.70 RUTW cf=-322.70 SPXW cf=4095.08 TSLA cf=33.4 \# u/symbol type/strikes fq=final\_qty cf=final\_cf \# fill rows: last\_time,fill,qty\_delta,running\_qty,current\_cf u/ARM C375/377.5 fq=0 cf=93.39 07:01:53,.22,+10,10,215.69 07:05:12,.12,-10,0,93.39 u/META P575/572.5 fq=0 cf=93.41 09:15:56,.12,+10,10,115.70 11:08:38,.02,-10,0,93.41 u/META P580/577.5 fq=0 cf=1238.35 07:05:07,.24,+10,10,235.70 07:15:09,.27,+10,20,501.39 07:17:23,.34,+10,30,837.08 07:28:23,.36,+10,40,1192.77 07:29:06,.30,-10,30,888.47 07:31:41,.20,-10,20,686.17 08:02:05,.23,+10,30,911.87 08:03:42,.27,+10,40,1177.56 08:12:47,.32,+10,50,1493.25 08:20:21,.34,+10,60,1828.94 08:23:06,.38,+10,70,2204.63 08:24:45,.30,-10,60,1900.33 08:26:22,.28,-10,50,1616.03 08:33:54,.23,-10,40,1383.73 08:37:33,.20,-10,30,1181.43 08:46:07,.26,+10,40,1437.13 09:00:01,.28,+10,50,1712.83 09:02:06,.31,+10,60,2018.53 09:08:08,.41,+10,70,2424.22 09:19:16,.30,-10,60,2121.92 09:25:47,.24,-10,50,1879.62 10:25:18,.28,+10,60,2155.32 10:34:32,.31,+10,70,2461.02 10:45:28,.35,+10,80,2806.72 10:51:22,.30,-10,70,2504.42 11:08:09,.20,-20,50,2099.80 11:08:21,.20,-10,40,1897.51 11:08:21,.20,-10,30,1695.22 11:13:24,.15,-10,20,1542.93 11:13:24,.15,-10,10,1390.64 11:13:24,.15,-10,0,1238.35 u/MU C1130/1140 fq=0 cf=93.39 07:03:06,.30,+10,10,295.69 07:05:19,.20,-10,0,93.39 u/NDXP C29250/29260 fq=0 cf=-4651.46 12:26:34,.47,+4,4,187.30 12:26:43,.50,+10,14,683.04 12:27:04,.62,+10,24,1298.78 12:31:25,2.48,-24,0,-4651.46 u/NDXP C29310/29320 fq=0 cf=343.86 12:19:35,.31,+10,10,310.74 12:28:49,.40,+10,20,706.48 12:29:28,.73,+10,30,1432.22 12:31:01,.80,+10,40,2227.96 12:32:31,.65,+10,50,2873.70 12:33:23,.95,+10,60,3819.44 12:36:12,.80,-10,50,3015.18 12:36:57,.50,-10,40,2510.92 12:37:30,.38,-10,30,2126.66 12:40:12,.59,-30,0,343.86 u/NDXP C29700/29710 fq=0 cf=58.28 09:38:25,.35,+2,2,69.14 10:36:23,.05,-2,0,58.28 u/NDXP C30260/30270 fq=20 cf=1388.68 06:38:52,.41,+10,10,405.74 06:41:30,.60,+10,20,1001.48 06:49:21,.75,+10,30,1747.22 06:51:36,.90,+5,35,2195.08 07:10:44,.60,-5,30,1892.94 07:17:15,.50,-10,20,1388.68 u/NDXP C30350/30360 fq=10 cf=445.74 06:55:39,.45,+10,10,445.74 u/NDXP P28900/28890 fq=60 cf=5224.44 10:01:18,.75,+10,10,745.74 10:03:09,.90,+10,20,1641.48 10:04:10,1.10,+10,30,2737.22 10:46:35,.75,+10,40,3482.96 10:47:09,.80,+10,50,4278.70 10:58:22,.95,+10,60,5224.44 u/NDXP P28950/28940 fq=10 cf=295.74 12:10:03,.30,+10,10,295.74 u/NDXP P29000/28990 fq=80 cf=6887.86 12:10:26,.65,+10,10,645.74 12:16:18,.45,+10,20,1091.48 12:16:21,.50,+10,30,1587.22 12:18:30,.63,+10,40,2212.96 12:22:13,.75,+10,50,2958.70 12:24:06,.75,+10,60,3704.44 12:24:18,.80,+10,70,4500.18 12:24:43,.66,+10,80,5160.92 12:26:05,.90,+10,90,6056.66 12:26:05,.90,+10,100,6952.40 12:43:43,.03,-20,80,6887.86 u/NDXP P29050/29040 fq=0 cf=12817.34 08:52:36,.60,+10,10,595.74 08:53:15,.70,+5,15,943.60 09:02:06,.85,+5,20,1366.46 09:32:46,1.26,+10,30,2622.20 09:34:02,1.25,+10,40,3867.94 09:34:02,1.30,+10,50,5163.68 09:34:37,1.40,+10,60,6559.42 09:36:15,1.50,+10,70,8055.16 09:37:16,1.70,+10,80,9750.90 09:38:29,1.90,+10,90,11646.64 09:39:22,1.90,+3,93,12215.36 09:42:03,1.30,+10,103,13511.10 09:48:35,1.30,+5,108,14158.96 09:50:13,1.55,+10,118,15704.70 09:52:21,1.20,-10,108,14500.44 09:55:16,1.55,+5,113,15273.30 10:01:19,2.10,+5,118,16321.16 10:02:19,2.00,-5,113,15319.02 10:04:10,2.70,+5,118,16666.88 10:14:38,1.70,-5,113,15815.74 10:20:24,1.90,+5,118,16763.60 10:22:35,1.40,-5,113,16061.46 10:26:45,1.90,+5,118,17009.32 10:30:16,1.50,-5,113,16257.18 10:40:26,2.70,+5,118,17605.04 11:05:22,2.00,-5,113,16602.90 11:14:42,1.23,+10,123,17828.64 11:25:23,1.00,-10,113,16824.38 11:30:28,.70,-30,83,14711.58 11:30:48,.60,-53,30,11508.98 11:31:53,.50,-30,0,9996.18 11:37:29,.73,+10,10,10721.92 11:37:27,.68,+10,20,11397.66 11:40:18,.60,+10,30,11993.40 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spicykimchi_inmybutt

MU.to up 6% in Canadian casino

Space_Miner6

MU?

haihaihaihaihaihai1

MU just shot up in canadian market why????

LiliVonShtupp69

Aside from Burry who is shorting semis rn? MU short interest is only like 3.7%

Pittsbrugh1288

Idk MU gave 🥭 $ and Tim apple needs cheap chips - apple done for

blingblingmofo

MU isn’t anything like NVDA, NVDA has a huge tech moat, MU primarily has a manufacturing moat.

Legendary-Lemon

I mean tokens are now starting to cost their actual price not the subsidized one. One token is what you pay MU, SNDK, NVDA, energy companies, OpenAI/Anthropic, plus Hyperscalers cut. It is getting more expensive not cheaper. The only future for AI is cheap AI Models

patelchief90

My MU calls couple weeks are fucked aren’t they? already down 40%

BrunelloHorder

MU also sold off hard following the prior quarter’s record numbers, so this is not unusual. Between Meta rumors, the upcoming SK listing, and the massive run, it is normal to get a pullback. My bet is that MU will hit ATHs again, as will SMH. There has been no change in the fundamentals, this is just normal volatility.

qchamp34

MU

hereto_hang

I think having sk Hynix will make MU stronger due to competition and market stability. KOSPI is frothy af.

Itsallaboutmargin

I added more MU options yesterday’s closing. Important thing to note MU has heavy(4.9%) weightage (3rd after Nvidia and Apple) in QQQ etf now.

Legendary-Lemon

Oh wow, you learned about Jevons paradox today! Good for you. You’re incredibly talented and smart. Now, if only you actually understood your Micron investment. Newsflash: cheaper AI models mean HBM isn't as necessary. But I guess that doesn't fit into the 30-second TikTok videos where you get your 'MU infinite money glitch' financial advice.

Fancy_Cattle_5914

You are wrong. Here are my SaaS holdings p/cfc: MSFT - 39x CRM -12x NOW - 24x WDAY - 13x Here are the p/cfc of popular semis: NVDA - 43x MU - 43x TSM - 65x AVGO - 54x

BHSLRegard

sure. $MU (Me&U Co.)

Summerdaysengineer

MU CAD hedged looks good

FinancialChapter5823

Please i need help i went from 64500 to now 11,000 in 1 year, I just bought MU went full port to save what I have left. What stocks can I get in to make 1200% to get back to even

WSB-mods-are-

100k to 2.2 million in MU puts is crazy work

Sharlach

It's not vague at all. The growth is either cyclical or it's not. If it bares no resemblance at all to previous cycles, then it's the people who insist it is cyclical that are making vague and unsubstantiated claims. People are just in denial of basic facts at this point because they *feel* like the growth is too extreme and they missed the boat. All the supply from now until 2028 is already spoken for and these companies are beginning to sign 3-5 year contracts now for the first time ever. They're selling supply from plants that are still under construction, ffs. Even if revenue stays flat from here on out, they're still undervalued, and if they meet or beat their guidance then both MU and SNDK can still 2-3x in the next twelve months pretty easily. Beyond that, it doesn't matter if they use it to run and train AI models or rent out cloud computing services. As long as the hyperscalers make a profit, demand will grow over time, which means that memory, storage, and gpu prices are now just permanently higher forever. That can look like a parabolic bubble on a price chart, but it's also what it looks like when a major industrial revolution happens and fundamentally revalues certain resources. Coal prices exploded after the steam engine was invented, and they didn't decline until we developed other technologies, either.

Jericho3434

Don’t you mean MU too… MU too

Zipski577

But more players entering the space including multiple Chinese companies, which have historically over saturated tech/ hardware markets by flooding supply. “compute” demand could slow more than what has been priced in, which has only been bull case expectations. Which is why SNDK had a near 30% pull back on META news that implied that the companies creating all the “demand” may have actually over-ordered and now have excess that they need to find other ways to generate revenue from than just “training AI.” GPU rental prices have pulled back massively over the last month which implies a decline in pricing power aka declining demand or supply/ demand equilibrium. It’s starting to look like the mass hoarding of GPUs/ borderline fraud that’s taken place by big tech as it pertains to the circularity that has driven the market and beat/raise machine for 3+ years on AI trade could have been a ploy for the big players to create a massive barrier to entry for competitors. It’s an open “secret” that big tech companies fueling NVDA’s revenue and chip demand for 12+ quarters have thousands of GPUs in warehouses collecting dust. SNDK’s 4,000% stock price increase has priced in 5+ more years of NAND prices and shipments at extremely elevated levels and the cyclicality of memory being a thing of the past, so current reporting figures don’t matter as much as reassurance that they could provide that it will indeed continue for the foreseeable future. Any crack in that narrative or anything less than extreme-spread beats above consensus estimates would be detrimental for the stock. Having said that, I wouldnt be surprised to see the stock go up 20%+ on reporting what is already expected/ priced in. But in that event it’s still questionable if that move would sustain for very long outside of the initial hype/ headline/ algo/ fomo driven pump, as evidenced by MU earnings pump that didn’t even hold up for a week before a crazy drawdown

GreenBullOne87

He’s so good he has called 78 out of the last 2 recessions. Shorting MU isn’t the wildest thing though I guess. It’s went up so much but that doesn’t mean it has to go down. I bought it a $130 and sold after I was up 100% because I thought it had ran up too much already. Man, I wish I had held onto some of the shares at least. I’ve just been watching it go up and not letting myself fomo in.

DarkoDokkan

Burry shorted MU? Oh boy he's going to be open his anus on monday

YOLOontheGO

MU 2k then

vF101

Of course he does.. right when I buy into $MU. Agh

LuisVF0510

At this point I need MU to hit 2000 to break even let's goooo

lochonx7

Oh thank god I need my MU to go up lol

TranzitBusRouteB

not he’s shorting MU now too, not with put options since they’re too expensive