Reddit Posts
Berkshire Hathaway Should use all their cash to buy Micron
Berkshire Hathaway Should use all their cash to buy Micron
Why is MU raising off market today almost +5%? Is it because of TRUMP TACO or whats the reason? Seem like no other explanation
Do you think recent AI selloff was mainly due to Citadel's hunt for Leopold's fund
Do you think recent AI selloff was mainly due to Citadel's hunt for Situational Awareness fund
How today's highly valued AI stocks can turn into the next IBM like turn around
Today's Top Movers Breakdown (July 31, 2026): FMC's debt reduction plan, MU riding cloud CapEx, CHRW pullback, and ALNY's bitter milestone.
Memory prices are quietly destroying demand for non-AI devices, June China smartphone shipments -17% YoY
This is the bounce that no one believes… which might be an indicator that the pump will sustain
Was SaaS Up Just Due to Shorts Unwinding?
I want you to put the word out, that we back up (SNDK/MU)
I fucking did it again, Im not learning!!!
Leopold Aschenbrenner's & Situational Awareness died for this Pay F for respects 🙏 🫡 🙌 😔
Shorting SNDK to fund the MU long, anyone else playing this pairs trade in semis?
MU bounced to $975 and now I'm watching for the drop. Bear case feels very much alive
Will MSFT and Samsung finally be a catalyst for SNDK and MU recovery? I think they just might.. what's your take?
SNDK or other memory stocks? Should I favor smallest P/E?
SNDK or other memory stocks? Should I favor lowest P/E?
Chasing the memory stock rally ruined my portfolio. Now I don’t know if my new portfolio will save me or make things worse
will SNDK and MU come green today after SKHY results? Probably not despite great earnings. Analysis
Anyone Notice the Inverse action of software & memory stocks?
Caught a $7k day on $MU during the downturn, bear markets aren't all doom
Is the memory trade dead? I'm buying SNDK and DRAM etf
AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building
How come DUV lithography hurt SNDK the most?
China’s CXMT Surges 466% in Asia’s Largest IPO of 2026
MU bouncing off $800 or fakeout? The chart says be patient
Could AI Efficiency Become a Headwind for Micron?
21 M, just passed 200k, I have the #1 fastest growing portfolio on Wealthsimple in the last year and #4 for all time (Gold, MU, SpaceX -2X)
SK Hynix earnings dropping soon, but the real question is whether the LTAs hold up
Micron (MU): the full file — the numbers, the owners, and what the filings actually show
Micron (MU): the full file — the numbers, the owners, and what the filings actually show
Finally green on $MU after holding through the worst of it
MU earnings week and the market's still pricing in a soft landing. Feels off.
When is the appropriate time to give up on DRAM? 💀
AI is printing money for semis but won't fix the deficit. The market is pricing this wrong imo.
Memory is the greatest opportunity in years
Who’s getting absolutely dog shitted on today? 🙋♂️
Theory on real reason AI and Space are crashing
Sob im in MU 30% discount. 20 pe, 30bill in cash
Uhhh guys? Which one of you caused this? Ok who was it guys? Buying the dip rn.
MU finally stopped the bleeding. Been a rough ride but recovered the losses
$12.74 -> $10 million day 1. Bought 0.014 MU
Which on of you MU-bagholder's home is this?:
What should I do with my MU calls?
Crazy 2 minute spike in semiconductor stocks
Reddit's 2026 Stock Picks: What actually performed?
You're not a True Regard until the casino itself is concerned for you
IBM's crash is a bullish signal - for the semiconductor industry
19.1K > 65.8K > 11K on semiconductors
How Far Will the Chip Stock Fall Go?
AI enhanced MU analysis and DD after todays drop.
Reason for Δ between SKHY (+26%) vs MU (5%)?
The algos are loading the boat on crypto derivatives while everyone else is crying about their worthless MU calls. IBIT July 31 $39.50s. 🚀
Yahoo Finance definitely knows something
$MU keeps showing up on my radar, anyone else watching this closely?
2nd Large Tech Selloff we had this past few weeks. What are you buying?
TECHs are Down, which dip are you buying?
We need Spcx to rally to 200 and MU to 1100
MU call $1100, bought at round 1000, exp sept 18
SKHynix --- If it pulls back and touches the EMA250, that would mean a 60% retracement from the high
Micron's entire bull narrative for the past year was only US listed AI memory stock now SK Hynix just listed on Friday
SK Hynix opened 14% above IPO price Friday, Micron is up 200% this year,seems like memory trade still has legs.
I’m still holding storage names, and Monday might get interesting with SKHY
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?
Mentions
MSFT's conviction thread ran roughly late June through July — people calling for leaps, long calls, "Burry can get in line." Same pattern showed up on a few others: **MU** — Micron. This one had the loudest following. "MU IS MUUUUUNING," "all the chads with big cocks are buying MU," repeated dip-buying calls through early July. Same AI infrastructure narrative as MSFT but leveraged to DRAM pricing cycles. **WULF** — Wulfraat. Persistent bullish mentions across July. Critical minerals / lithium play tied to the same capex thesis. **GOOGL** — Google. Called out as bullish alongside MSFT on multiple threads. Cloud acceleration narrative, cheaper valuation multiple than the other names. **ARM** — Architecture licensing. Chip design cycle + AI inference angle. Less volume of conviction talk but consistent. **LRCX** — Lam Research. Semiconductor equipment proxy. Smaller community footprint but flagged on the same lists. The ones with actual *conviction* volume — not just a couple of posts, but sustained multi-week chatter — were MU and WULF. MU had the most retail FOMO energy. WULF was more "we're holding these till expiration." Don't assume they mooned because people believed they would. Plenty of those threads ended with calls bleeding out.
Is MU 1000 by end of week too much to ask? AMD is going to have a great earnings, so will WDC and SNDK. But what's going to drive people back is mag 7 trade seems too crowded. The same shit that was happening to semi in June. Rotation may start tonight. Come on.
MU had face ripping earnings and sold off. So did sk Hynix. So did Samsung. What makes sndk special that it’ll go against the grain and rip on strong earnings? This market is fked and illogical so who knows. It’s a coin flip at this stage.
MU is printing money as fast as they can. The stock is going up.
What is tomorrows MU prediction??
MU $80 was a meme once. Imo, anything above $50 is just gravy.
Interestingly rampant MU, AMD and SNDK all reporting, the markets gonna get so hard fer it, They'll be pogoing to tha moon, on their engorged bonkers!!
Saw SOXL was sucking ass this morning (MU is largest part of it), said fuck that shit and immediately all in’d SNDK and AMD. God is good.
Damn everybody wants MU to dip lol
time for MU to put up good results!
If you ever feel bad just remember that someone in here bought MU at 1200 and sold at 700 LMAO
Where is MU going? Asking for a friend
MU bers huddling round burry
can someone please ask MU to move?
the fuck are you talking about MU was never a dishwasher company lmao :kek:
**BanBet Lost** — /u/FoundationRegular661 (1W - 2L, 33%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $818.16 → $869.00 | +6.2% | 1d | Lost |
I don't want much, just MU 10,000 by tmrw
**BanBet Lost** — /u/CuckedbyPowell (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $818.16 → $850.00 | +3.9% | 1d | Lost |
Honestly bc I bought into MU for first time Friday..
you can click the cashtags $MU in chat and see verified positions for that ticker, but they changed some shit about the api and some of the data is gonna be trash for a few days
Last week went heavy in with shares. Options I felt were priced too high. My belief is MU is very undervalued. You do you.
Why was everything up and MU was basically flat
$MU really deserves a 20% day tomorrow
Models need memory - it's currently the most sought after thing for AI. More memory is never a bad thing for these models... as we get better techniques, more efficient, etc - the memory just becomes that much more valuable. The biggest cost of AI GPU's / components these days is... memory. Hyperscalers are reaching profitability on their AI capex (as per MSFT & AMZN) while simultaneously expanding capex. That means the businesses are actually viable. I also don't think AI demand is going to decrease... we are seeing demand explode at unprecedented rates. The hyperscalers have given years of commitments to these chip companies - and MU & SNDK have forward PE's of like 5 & 6. We got confirmation from the hyperscalers that capex will continue to grow - which means demand for memory isn't going anywhere. I suspect we will see jevons paradox occur in the AI sector - where as it gets better & more efficient, the demand actually rises \*quicker\* - positioning the semis in a fantastic spot here. Historically semis (and memory) has been cyclical - but I suspect this time is different. Previous cycles were driven by consumers upgrading hardware / new devices coming out / etc. This one is being driven by commoditized intelligence - which has an absolutely insane demand.
Is MU gonna be ok? 👀 https://preview.redd.it/btaq43x8g8hh1.jpeg?width=1045&format=pjpg&auto=webp&s=109f2905492ea85e3a5d214cd5e641aa10bd5266
MU is going to follow SNDK
Potentially one or two more times, but it depends on how SNDK earnings go on Wednesday. If they're good, I would expect MU to climb back up to 1000 and exit the current correction within about a month
MU is no Sparkle Motion, that's for sure
I find your lack of MU disturbing
Would I be dumb to hold leveraged MU and SNDK for the rest of the week?
MU, please don’t hurt my pp tomorrow
The real question is whether valuation at this price point is inflated or not. Imho at PE 45 while MU is 18ish it is overvalued. They would really need to have stellar earnings and blowing them out of the water in order for price to go back up.
m lomg MU I'll have you know
Alright Mags enough of this pump. Back to MU SNDK tomorrow we have 2 strong catalysts MU 925 SNDK 1800 post ER
She clearly has body dismorphia, whether she is anorexic or not is up to the doctors to put in correct diagnosis. Either way she looks more like SNDK than MU...
SNDK will drop regardless of its earnings... you are ignoring the sentiment/belief that China will take big chunk from MU and SNDK due to their tech breakthroughs.
Is there another weird bald stock sucking the life force out of MU?
Be me. Recommend MU@80 to my boomer friend. He says thank you, sounds like a good recommendation, buys it. Forget to buy it myself.
I just want to wake up to MU being up $200 a share for once, nope no speculative valuation on memory allowed
very strange divergence between SNDK and MU today...
Momentum on MU is so incredibly ass right now
$MRVL EXPLOSION off the base- $SPCX run into earnings - $MU break
MU did the same thing. Wondering if both are waiting for AMD and SNDK earnings to either blast or tank :/
any guesses how much $MU will be before earnings on 9/22? People called me delusional before on $MU but i will go first and say $1500+
Sndk rallies while memory red. Every time. Why even buy MU??
**BanBet Lost** — /u/PM_ME_M00SE_KNUCKLE (4W - 2L, 67%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▼ | $818.16 → $760.89 | -7.0% | 1d | Lost |
be careful about covered calls for $MU the stock can explode very quickly. I strongly believe it will reach ATH in august contrary to what many people here are saying
Strait of HorMUz open = MU pump
Sell MU calls or wait until SNDK earnings?
MU 6/24 https://preview.redd.it/k81k5f91y7hh1.png?width=640&format=png&auto=webp&s=98d77039e0fd52977b39919656c54c29c1a29b5d
Jesus Christ is she/MU okay?
No to worry about $MU today..we will release the KOSPI degens shortly..very exciting..cunning how MM's released the old CXMT story to curb memory.
MU is just doing Thank U, Next to the panic sellers before the 7 Rings earnings pump
This lady taking the “Aubrey Hepburn” aesthetic a bit too far. Anyway, calls on MU!!
MU rest well tonight, tomorrow is your turn
MU 5/26 to 7/26 is like watching your portfolio get a face lift in wrong direction at least she still smiling in both. cant say same for my account
Same reason MU is tanking. Tldr: the market bends to my whims and I am the luckiest man alive...until the next week or the next, probably, maybe. Idk.
MU +20% tomorrow and rest of market red Trust my cousin 👍🥴👌
Kospi gonna Thanos snap MU again, aren't they.
You are supposed to go up MU POS!
Just like it can be manipulated up, it can be manipulated down. Thats why having somewhat logical markets is important. There are tards in here who bought MU above $1200, SNDK above $2200 and MRVL above $300 after the Jensen shoutout.
Imma regret that 8/5 835C I bought on MU at close lol
MU up 0.5% is basically a recession
Thanks for the 0.74% MU. Sleep well, good night 🥰 Yours faithfully - an europoor with heavy bags
MU is the fan favorite anime character that missed the whole martial arts tournament then cracks his knuckles and breaks the animation budget in fighting the last 5 minutes
MU is doing more in the last 5 mins than rest of the day
All in $MU or $smci. Btw I like pain
MU next 👀 at least we decoupled from those nasty koreans
I'm fucking addicted to last minute MU 0dte.
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MU** | $900.00 (above) | $831.90 | +8.2% | 23h 60m |
Is MU starting to pump at the end of the day?
I mean you're going to just think its cause I'm a TLRY hater again but i just really don't think TLRY is moving up on its own merit. IMO it really is just benefiting from timing with the broader market. It flushed down to lows, then the next day and continuing the broad market is ripping. MSOs just do not participate in that market action whatsoever, GTI has 150,000 shares moved today 30 mins til close.... I mean sucks you missed out on another few percent gains... but look at MSFT, MU, AMD, RKLB, META, even SPCX as you said... they're all up huge percent gains. I just don't see the benefit of trading TLRY vs companies that are actually good (literal cornerstones of the market), memes, or more volatile if swing trading a few percent is your trading goal. Obviously you have a slight "edge" in how emotionally attached you are to TLRY since you know and follow every bit of news about it... I just don't see that TLRY is trading as is because investors were all of a sudden like "you know what, those earnings were actually good after all" and instead is just participating through proxy/name recognition in algos and may just stabilize instead of continuing to dig new lows. As far as CGC is concerned... it just does not have the same name recognition as TLRY and has not yet "refreshed" itself in the news cycle since it hasn't done earnings yet.
I bought SNDK MU and WDC at the top 😎
Waiting for MU power hour dip.
Thank you so much MU for your effort today! Dont overexert yourself 🥴
Oh nvm then. I’m already in that situation with SKHY & MU
Ngl that Friday dip on MU killed my soul. Please recover bb. I miss you :(
Why do you say it is a bubble? The spending is real. The money flowing around is real. The product is real and absolutely fantastic. In the dot com bubble there were companies trading at hundreds of PE's not making any money. This time that's not true... the companies are making real profits at unprecedented rates. MU and SNDK have forward PE's of like 5 and 6. That's too low for growth companies. Supply can't meet demand - demand is growing at an unprecedented rate and is showing no signs of slowing down. So long as AI continues to improve, demand for it will continue to grow as well. Do you really think that these companies deserve forward pe's less than 5? They already have years of commitments from the hyperscalers. At a PE of 2 they'll make their entire market cap in profit in 2 years... how much lower can they go?
Thank You MU for that theta
Now this is how you start the month. Except MU, which can go to hell.
The guys that are so sure MU is dead after a flat day have a clear runway to sell naked calls on it. Go on.
I sold my Nebius to prevent a margin call and held my MU so it’s all my fault
MU why are you like this?
MU chilling at 0.00% for the day good sign or bad?
MU face rips tomorrow to make up for this retard price action today
I agree with this ... Diamond hand MU.
MU holding sndk back sigh