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Biden to announce Billions in Subsidies for MU, TSM to rev up chip production!
2 Catalysts to load up on $MU - Microsoft boosts minimum PC RAM Specs to 16GB and North Korea backing out of Samsung collaboration for DRAM
15K earnings play on $MU printing 🤑🤑
CRE IS DEAD - Maturing office loan payoff rate for September comes in at 11.1%
Micron Technology (MU) consolidating for something big!
The Important Stock Market News from Today - (09/27/2023)
Expected Moves: SPY, QQQ vol, VIX ETFs, Micron and more.
HELP a newbie read "Most anticipated earnings"
Anyone got Manchester United?
Can We Talk? - $NKLA, $FSR, $MU, $FFIE, $KNDI, GOEV
Do you see other chip manufacturing companies following the same path as NVDA due to open competition?
LK-99 - The Potential Revolutionary Room-Temperature Superconductor
Opened my paper trading account and made some options!
Tesla ($TSLA) And Nvidia ($NVDA) lead the charge as stocks surge: Top trends of the day
Morning Briefing 🌞 June 23rd 2023
Chinese probe into Micron seen as 'major concern,' US lobbying group says (MU)
2023-04-13 Wrinkle Brain Plays - In the style of Cookie Monster
2023-04-11 Wrinkle Brain Plays - In the style of Abraham Lincoln
$MU Strong..and I mean STRONG move after hours..and a great article points to why they ate king of the castle..
2023-03-30 Wrinkle Brain Plays - In the style of Fred Flintstone
Alphanso is rating Micron Technology (MU) a Buy with a score of 9.7/10 despite adverse Q2 results
Why is Micron Technology (MU) rated a Buy with a score of 9.7/10 despite adverse Q2 results
We need the loss porn of this YOLO ($MU shorted but now is at +6%)
2023-03-28 Wrinkle Brain Plays - In the style of Edgar Allen Poe
Cramer gives the kiss of death to LuLulemon (LULU) and Micron (MU)
Earnings week ahead: Micron, Lululemon, Carnival, RH and more (NASDAQ:MU)
Micron stock slips as Citi cuts estimates ahead of Q2 earnings (MU)
Memory chips’ price stuck in biggest drop since 2008 as demand sags
$PBTS making a list of companies that are impressive in the article linked , those companies include $MU $SOBR $MSFT $AAPL $UNH $PLTR and on and on.
2023-02-17 Wrinkle-brain Plays (Mathematically derived options plays)
Checking out artificial intelligence stocks like: $AI $MU $SOBR $PBTS or even options on $AAPL $TSLA and $NVDA great article here with some of the best: https://finance.yahoo.com/news/10-hot-tech-stocks-buy-182738480.html
Checking out artificial intelligence stocks like: $AI $MU $SOBR $PBTS or even options on $AAPL $TSLA and $NVDA great article here with some of the best: https://finance.yahoo.com/news/10-hot-tech-stocks-buy-182738480.html
Morning Briefing 🌞 Feb 15th 2023 - Made insane gains yesterday, let's see if we're right again
2023-02-09 Wrinkle-brain Plays (Mathematically derived options plays)
2023-02-07 Wrinkle-brain Plays (Mathematically derived options plays)
$MU :: Micron potentially headed back to $54 on a 61.8% retracement. Let's see!
Overhead Supply on the 1-hour chart for $MU? Pretty sure those that bought higher are now going to be looking for a way out here on Micron. $NVDA earnings and recent downgrades in the industry should prove to be enough.
2023-01-23 Wrinkle-brain Plays (Mathematically derived options plays) DD
Valuing Semiconductor manufacturers and a look at INTC, AMD, TSM and MU
Preliminary 4Q'22 Samsung sales and operating profit - Misses on all $AAPL $MU $WDC
Micron Technology $MU earnings play
2022-11-14 Wrinkle-brain Plays (Mathematically derived options plays)
I was talking to one of the Major Flash vendor, TLDR; NAND Flash is about to crash
Square Stock, Tesla Stock, Boeing Stock
Gameplan for when China invades Taiwan
Why MU is going up? Any good news?
Mohnish Pobrai is extremely overrated and is not actually a long term value investor
AMD revenue warning signals deep chip slump; shares currently down 10%
AMD revenue warning signals deep chip slump; shares currently down 10%
Micron Technologies is likely this week's earnings lottery winner.
Imagine you have to buy 1 of these 6 stocks and hold until 2040. Which one do you pick? ($META $NIO $RIVN $MU $XPEV $SPOT)
Risky Strategy: Selling and Re-Purchasing to Reduce Cost Basis During a Crash
Buying 10 stocks in one industry verse investing in an ETF?
Kathy Manning bought thousands in chip company stocks one day before voting to pass CHIPS Act
Dem Rep. Kathy Manning bought thousands in chip company stocks one day before voting to pass CHIPS Act
Today's Plan on /ES - Emini S&P 500 plus CPI is today!
After Nvidia, Micron warns on Q4 sales due to macroeconomic factors and supply chain constraints
might be done with this. MSFT calls, MA calls, MU calls.
The Chips Act and why listening to Intel beg makes it hard to invest.
Advice on the following stocks
Mentions
Alright folks welcome to midnight podcast I'm your host, today we're going to talk about the best stocks to own for the booming sex robot market: NVDA, AVGO, MU, SNDK, WDC, and STX
SMH SNDK MU about to experience the biggest dump of all time this week
I’ve been trying to fade MU and it faded my soul
the more interesting question is why you were surprised it didn't go to zero when MU dropped that hard. deep ITM puts still carry extrinsic, especially with that much time left. the real lesson here is how resilient option pricing is even in a freefall.
I had MSFT for last 4 years, and recently got rid of it to get SNDK + MU. SOFI - never looked into it actually
SNDK NBIS NVDA META RDDT MU TSLA GOOGL That’s my total folio
Why does $SNDK keep going up but $MU not so?
I wiped out all my gay ber put losses this weekend longing spy and MU
Step One: Sell MU Step Two: Buy SNDK Step Three: Sell SDNK Step Four: Dick in a box
Talking about AMD, MRVL, ASML/AMAT/LRCX/KLAC. Also MU is cyclical and will crash eventually. AI isn't magically making that different now.
The memory stocks have just been down right rocking. MU has at least 40% upside left.
I do lol Also feeling good about the MU calls I cashed in last week. Will see about PANW puts for this week
The best risk reward you’ll get right now is stuff like ASML, AMAT, KLA, AVGO, MRVL, and to a lesser extent MU. Couple weeks ago would have been much better valuations for all of those but the way things are going, you might get another shot in a couple more. Then in the lower risk level, like others are saying, power and related stuff. ETN, NEE, VRT, VST, and when it calms down a bit, CAT.
I don’t know about next week, but I think the stock will continue to climb through 2027. If I had more work the past year, I would have made a fuck ton more money on MU. It’s over 12% of my portfolio not including options.
The cheapest stock in America is up 520% in a year. Those are two things that shouldn’t go together. It’s like saying that the smelliest dog in town got four baths this week. How is it still the smelliest? 🥁 drumroll please... #It's Micron!! MU has the lowest P/E on the list just 4.4x, versus 20.5x for the S&P 500
Actually. Elbit systems. Stx, lte, MU, and western digital were my most consistent highest gains. Pltr did good for a while but shit itself so I reduced exposure on that one hard. That’s actually when I started getting away from the technology sector and started buying into everything else.
Also the options themselves can change hands many times from original purchase. Especially on a heavily traded and volatile stock like MU. The more it changes hands, the less value exercising gives the party currently holding.
If you take a bunch of Adderall you can buy the weird nightly MU dip and swing trade it. I thought this was stupid until today. And I guess I still have the oil so I ain't lost it yet. Close the Straight and gimmie a month or 2 at $200 a day and I'll be even. But yeah, I'm a dumpster fire. https://preview.redd.it/b7k16qpq0jug1.jpeg?width=1080&format=pjpg&auto=webp&s=c787e8bc719cdc749f4678299a1fa64be12cdafb
https://preview.redd.it/c512rnudziug1.jpeg?width=1080&format=pjpg&auto=webp&s=41d6cb2fb16e769f0ebc24823f8600a746c11ab6 Aye I have a prescription. I'm not bad at normal stonks. MU rips at night and goes up and down $10 and I'll buy that shit and swing trade it. Up $4000 in 2 days peaking at 2% and toning it way the fuck down Monday. Gonna short the hell out of airlines and random tech though if oil goes up.
Oh MU is going to ATH once again 🎶
MSFT should be coming out with something soon I’d think APLD - insane earnings and growth CQQQ - Deepseek v4 soon (or short QQQ) MU - insane earnings USO or oil futures - depending on this weekend
I really hate them only because I'm in MU and not SNDK
SNDK is 20% higher than before the dip, MU is still not back at that ath wtf
Idk about lived more like survived but yes. But no, there have been crazy drops in the last 10, Covid and Russia/Ukraine I assume is what your talking about but that was a fully down market, now a days it’s way more choppy than it was ever before when it comes to week to week. I just saw that the reason my port was so green this week was Broadcom shot up almost 19% in a single week. MU was down like 25% in a week a couple weeks ago, and these are just normal movements now, not like the COVID crash
Exactly, LITE's capacity is maxed out through 2027. I don't know what kind of pricing power they have, but if it's anything close to MU, then they have room to run. Then, there's COHR that has been running wild too.
Debating on whether to buy MU here, or wait till it goes a little lower, if it does.. Those earnings were like 2022 NVDA earnings
All in full port on MSFT and MU baby! Yeah!
I got MU for 64 usd, sold for 160… look at me. Got MRVL for 70, sold at 92, now it is 150… you are not the only one who sucks in this (because i’m net down -20% ytd)
What is happening right now is not something that has happened in the past. This is why I personally am apprehensive to use my own past performance right now. This is a very volatile investment environment right now, in my opinion it is prudent to sit and maintain some liquidity rather than try to time a bottom. Especially when there are clearly companies that are crushing it throughout. For me those are hardware companies (SNDK, WDC, MU).
Me too my friend, me too. I’m all in on this and MU. Let’s goooooooooo!
$MU struggles to keep green everyday, think it has topped
Maybe MSFT gang should just buy SNDK, WDC, STX, CIEN, MU?????
When the chip shortage from a few years ago was in full bloom and you couldn't even buy a new car, I started buying AMD, AMAT, NVDA, MRVL, MU. So far so good. I'm no Harvard Business School grad, I played a hunch and it's payed off. It could have bit me in the ass, but it's not as if I was buying unknown dot.com crap like in the 90s.
we all know MU gonna rocket for their next earnings
I did WDC STX SNDK MU and they all hit last month. Lol
MU got a lil ber curious for a month or two. Time to go +5% every day for a month, any day now
Is MU still a buy here?
I unloaded my MU bags this morning so I can go back to being a Ber. Sometimes the Ber has to put on some fake horns
I think MU is currently priced to perfection. Turboquant and sk/samsung/china putting pressure on prices.
Lmao I was here 8 years ago. It was the same shit. MU 90C!!!!
$MU u have 10 minutes to increase 1% or im fucked. thank you for your attention
Some analyst said MU to $825 hahahahahahah TOP IS IN
MU is such a shit stock to hold lmao, doesnt pump half of SNDK but drops twice as hard
Been in MU for a bit now, really wish I had jumped ship to Sandisk a month or two ago but what can ya do. I plan on sticking in MU, everything for the next year or so just looks too good. Biggest threat is mag 7 reducing capex
With SNDK and MU being peers, and both trading at relatively low multiples to forward EPS (FY27) estimates (MU almost absurdly low), the question to ask is simple... Why are they so cheap? It's easy to make a case for them going up. We're in a generational supply/demand imbalance in the market. AI demand shows no sign of slowing, and DRAM/NAND vendor CapEx doesn't suggest that the supply side can catch up for 2 years or longer. So why is the stock price not keeping up? IMHO, it's because investors have gotten burned on the DRAM/NAND cycle so many times in the past that they're not fully believing this is different. And honestly, maybe it's not different, maybe this one is just bigger and longer... IMHO this one has the room to run. The question is whether investors will change their mind and believe the thesis that the shortage isn't going away, and let the P/E rise in line with future earning estimates.
I need MU to come out of Hibernation!!
I have $1k left and decided to buy $MU calls with it
MU can you stop giving me and heart attack with these swings
that MU dip buy was the easiest play,
RACING NOW in the NYSE Darby, Sandisk out front two lengths to MU with SPY trailing by lots and MSFT breaking down at the back of the field AND AT THE 500 METER MARK HERE COMES VIX
What's the difference in what MU sells and what SNDK sells?
Looks like the move for me today is close out on winners and buy losers. See ya GLD, MU and SDNK. Hello megahard and oracle!
How is $MU barely moving? Is everyone shorting it or what?
SNDK and MU seem like Novavax and others during COVID. Might still be a while, but once all the chairs are filled in the AI race, of which there are very few despite trillions being poured into it by the competitiors, they seem to be the ones most likely eat dirt harder and faster. But until then....both could easily 2-3x from here.
They make different types of memory. SNDK mostly makes NAND flash. But recently, RAM prices have dropped, so that's probably why MU isn't doing as well.
Sndk and MU is among easiest money I’ve ever made. Both still cheap and have another 100% to go in 2026.
my MU calls boutta print tmrw lets gooo
I sold and bought MU when it was under 400 just recently - lucked out and pretty much got the bottom. Never going back
jump into $MU as fast as possible
Ok but what does this mean for MU ?
250 shares of $MU and 4000 shares of $DRAM and I still feel the need to buy more memory stonks
It only has around 140M shares so ya. Compare to MU it has like 1B shares lol. Earning is coming up so people probably front runs it in hope it hit 1000$ so they can do a stock split after Earning.
Only regret is not buying more MU leaps at the bottom
Fu MU. It needs to go back to 300
MU tickled my butthole and then plowed it.
I feel you , my problem is not having good trades or great timing , my ultimate problem it’s I’m just a greedy bastard ! Like greedy next level , MU was priced in and I was up 15k profit since the week started I held into earnings those were gone the other day plus the 10k I got with.. https://preview.redd.it/zarvlv62c9ug1.jpeg?width=1290&format=pjpg&auto=webp&s=f6dfaed168afc5a310791ef6fbf24ef307e6fc5b
The cyclicality of memory is breaking. Leaked memo going around the street that the shortage is becoming exponentially worse. MU and SNDK going to 5x by the time Anthropic controls the government
I don’t like where you are going MU the graph is up and to the right
I placed bets on MU and TSM toward the end of the session. This is purely for personal sharing and is not investment advice; please do your own research.
I was promised MU to 500 WTF!
Just keep watching MU SNDK BE and META skyrocket but only buy shit stocks that lose money
I need MU to reach ATH like SNDK
I will be out of MU hole if it can run another day!! 🙏
MU with the late day pump, good bless
Sold my MU 10 calls at 397....Take that 🌈bers!!!!!
It was so nice of MU for actually giving us time to buy cheap calls today before taking off unlike SNDK
MU passed the moon and is headed towards the sun
replaced my 1dte MU calls CRWD calls 2 hours ago insert clown emoji please
MU almost at 420.69!
MU $420.69 closing price is within reach
wait didn't we cancel half the data centers why are MU and SNDK ripping? lmao
MU gang wake up bros we might be back
MU ATH when? Launch the 🚀 🚀 already!
Is it better to buy call options on $EWY or just buy $MU?
lol. These are actually leaps positions with MU strike 450 and NVDA strike 155