MU

Concept-Plastic

Can we have some bad news for MU so it can go up?

wafflepiezz

Ez puts on SNDK MU i guess

I_am_short_so_long

Wake me up after October, when MU and SKHY doubled, after earnings beat out Africa's GDP and burry is in jail for money laundering.

SpecialTrust2045

Time to buy one share of MU again?

Independent_Ad1086

I just received the unfortunate news that MU is down??

Wapmen

MU, MRVL and QQQ overall broke below the 50 days SMA, will it work as a guaranteed magnet?

internetsoci0path

MU calls at open ez

TheNplus1

When the red cow is taken to the slaughterhouse it goes: MU *Thank you, I’ll see myself out*

Less-Map-6969

How cooked am I? Full ported MU calls

music_is_gud

Bro you literally have 5X leveraged MU...

Ok_Plantain9219

Will my $920 $MU lotto hit today?? I got it Friday 😭

LordoftheLSAT

omfg i literally took a home equity loan out and bought MU and SNDK last friday. Hoping for a quick turn around next few weeks. PLEASE I HAVE PAYMENTS.

LordoftheLSAT

I member when MU earnings saved the market back in November/December of last year when it was round 300 bucks or someshit and I was like hell naw that shits gonna dip as it was up like 50% already.... NVIDIA now has to do the same this week.

chewybucket

MU and SNDK bounce to green tomorrow

IvoryTowerResident

All ATMs beisde MU, even NBIS raised a lot of debt to fund capex

ValuableHippo3931

SLS, NBIS, ASTS, GOOGL, MU or HTZ to yolo?

Fuck_boy3456

Put it all on MU and SNDK

KingOfTheBritons96

MU calls so my puts can print

2girls1scope

WTF SNDK and MU fraud drop ridiculous finishing green tomorrow

Ok_Mind8366

MMs pleaseee i have given up on $MU i can’t take this anymore

Salt_Contract342

That is actually a valid point. MU at least, seems to have held okish over the last 2 weeks and might still have an upside ish short term, and most mem long term will pay out. But as I said, 5% of my port. I am only half retarded.

wilhelm96

MU 900 by open because why not?

iCaps_

dang MU crashing hard chat

Salt_Contract342

Probably gold. But I am going to add to my MU, IBM and INFQ bags, so do not do that because I am an idiot usually.

Dependent-Goose8240

I literally don't know why there's people still talking about MU. If you didn't buy Q1 2026 and already derisked, you were late to the party, and you will lose money with it

buyatollah_kuminamy

Imagine having a presiddent of the greatest country to ever exist sit at his desk and day trade PLTR and MU

iCaps_

chat why is burrito saying MU is a grift stock?

dynamic-burrito

MU lol. Grift stock

iCaps_

why's MU taking a poo?

bearhunter429

#As a farmer, I asked my cow what stock to buy and he said "mooo" so I bought MU. Turns out my cow is better at picking stocks than most of you LMAO🤌🐄🐮🤠

Ban_an_able

Who broke MU?

Salt_Contract342

Stuck between 940-960 all last week which was shit overall. MU looks good over the next few months if you just hold stoinks instead of options

legible_print

MU to $3k

Ready_Confidence5326

I’m calling bs on this red. MU refusing to break below $950

Salt_Contract342

Dunno man. Pretty ok with 5% of my port still being up 20% in MU, and not seeing any downward movement from 940ish

option-trader

And MU has something similar to NVDA too because all memory has been sold out. It’s crazy seeing MU’s margins around 60%.

Delicious-Art-2765

MU

dynamic-burrito

MU back down to $700. Pre market BRUTAL rn

Wapmen

Not really, check the volume on SKHY. Its the same as during the day. (MU and SNDK get a sympathy play as well)

music_is_gud

Fun fact: Paypal performed better than MU in the last 3 months

Concept-Plastic

MU needs to 2x or im fuk

modder9

MU ended their entire Crucial consumer business so they won’t even have that to fall back on.

Muted_Thought8382

Well done. I love MU and Sndk, and I’m in those too. I still think nvda will crush on earnings and run. That’s my bet

Ok_Card_8340

MU is gonna be green monday

handsoffmyspuds

I would have. Instead I listened to the people in these comments and lost out on 3k from 800. :/. Holding MU after buying at \~900 at least

sleepygarner

MU SNDK SKHY Going to Shrek on open

WillingnessMental731

Nice candle MU

Amdvoiceofreason

Rich people and gamblers...they may have zero liquidity bug if they do go in the money by a lot they can exercise them and simply sell the shares but us regular folk can't afford to buy 100,000 shares of fuckin MU even when it was at $100 lol

Midget_Molester10

truth is, if you don't own MU or SNDK, you are a coward, plain and simple.

General-Bad5167

Heres MU. Will do SK if youre also interested Company as at last annual reporting: Revenue: $37,378.00 EBITDA: $18,122.00 EBIT: $9,770.00 FCFF: $1,668.00 WACC: 12.58% Company in 3 years (peak): Revenue: $256,069.20 EBITDA: $222,268.07 EBIT: $201,521.07 FCFF: $121,092.85 WACC: 12.17% Company in 10 years: Revenue: $354,920.15 EBITDA: $177,460.08 EBIT: $106,047.08 FCFF: $85,933.66 WACC: 10.55%

The420Roll

if people could understand this they wouldnt be freaking out when Sandisk/MU beat estimates by 0.1% and still go down

OnePunchDrunk326

Hynix MU SNDK, etc. will all eventually come down. Not as much as they used to with regular cycles. As they ramp up production, prices of memory will come down. You can bet the Chinese are going to flood the market as well with memory. When it will come, who knows? Supposedly supplies are all sold for the next three years. Even if they start meeting demand. These chips don’t last forever and data centers will still need to refresh their hardware.

Silver_Variety_1108

$MU should go up as they are supplying the memory. The cost of memory has gone up big making memory a very high profit margin business.

dogefool88

{MU|SNDK}tards disappeared. Google announcing soon that memory problem can be solved with optimizing software

believe1182

Dude, there's no way to 100% know either way. A Bloomberg report from an analyst doing high-level research does not 100% for, or against. Calling it illegal and funds don't do this shit is just incorrect. My evidence is the follows: \- [https://www.wsj.com/finance/investing/situational-awareness-down-67-in-july-in-ai-stock-rout-cd19901f](https://www.wsj.com/finance/investing/situational-awareness-down-67-in-july-in-ai-stock-rout-cd19901f) report where Leopold mentions the losses were exacerbated by short sellers, and no retail does not have the muscle (when not focused) to put pressure on Leopold's positions. \- Here is an academic paper on how funds target other distressed or overleveraged funds: [https://academic.oup.com/rfs/article-abstract/38/12/3626/8277028?redirectedFrom=fulltext](https://academic.oup.com/rfs/article-abstract/38/12/3626/8277028?redirectedFrom=fulltext) To also add onto this when predatory trading occurs it is hidden, no fund wants to be revealed as participating in this for several reasons. No one will truly know based on short interest if positions are targetted which is what the Bloomberg article was based off of. You can also just google if looking at short interest is enough to tell us if an overleveraged funds positions are being targeted in a predatory way. \- Send me a private message, I will link you directly to multiple youtube discussions and interviews around Situational Awareness with hedge fund managers and how they were likely targetted as they were un-winding their positions. Again I can't link it in a message here or it will be removed. \- Regular old price action on his top positions, we can literally see that his top positions gapped down significantly more than a lot of their counterparts, for example SNDK gapped down significantly more than MU. Same for his other positions. \- The day after the sell off Leopold's top positions in particular gapped up over 30%, while the broader AI tech stocks gapped up but significantly less (\~5-15%). Find me other AI stocks that gapped up over 30% that day? It's not like these are small cap companies either these are large cap companies. There is no more evidence I can really provide outside of this that will 100% support my argument or yours.

cdttedgreqdh

I know this guy, he has been bearish about MU since like 500 dollars, an absolute regard. Also everyone with a Basic Knowledge of math knows the growth deceleration must happen at some point, the important thing is that prices are still rising just at a lower pace which is logical. Pretty sure this guy has bleeding shorts and is now madY

hoopaholik91

> 15% margin expansion locked in Bro, did you read the article? They have to increase prices to pay for memory. You think MU, SK, and Samsung make an extra $100B a quarter compared to last year just from picking dollar bills off the ground?

hoopaholik91

Yet the stock prices of NVDA, MU, SNDK, etc hardly seem to suggest that the market believes these CapEx spikes are "temporary"

Equal_Heat5947

It's misinformation because it's false. There was no short-piling on MU, SNDK, or NBIS. It's a myth. [https://www.hedgeweek.com/situational-awareness-losses-driven-by-crowded-ai-trades-not-short-seller-attack-says-s3/](https://www.hedgeweek.com/situational-awareness-losses-driven-by-crowded-ai-trades-not-short-seller-attack-says-s3/)

Equal_Heat5947

I understand what you're saying perfectly, you're just wrong. \>All momentum stocks were falling, but Leopold's top positions were falling at an accelerated rate due to the shorting.  There is no evidence for this. In fact, the evidence says the opposite. [https://www.hedgeweek.com/situational-awareness-losses-driven-by-crowded-ai-trades-not-short-seller-attack-says-s3/](https://www.hedgeweek.com/situational-awareness-losses-driven-by-crowded-ai-trades-not-short-seller-attack-says-s3/) This sub believes a myth. \>That is why, if you look back to the day of the sell-off, you will notice his top 3 positions bounced back over 30% (SNDK, BE, NBIS), where as the broader AI sector companies only bounced back around 5 - 15%. Comparing memory recovering with the "broader AI index" doesn't make any sense. At the very least you should be comparing it with the rest of momentum. You claim a 3 week 30% increase is evidence for something, but MU's biggest rallies by market cap happened in late June and mid-July. In late June it went up $140/share in two days, a month before Leo got liquidated.

Fuck_boy3456

# MU

Which_Cost8015

This looks more like a memory scarcity story than an NVDA story. If AI servers are going up 15%+ because memory costs are surging, MU, SK Hynix and Samsung may have the clearest leverage. NVDA can pass the cost through. For CRWV/NBIS, the real test is simple. Can GPU rental pricing rise faster than hardware and depreciation costs? If yes, margins hold. If not, the AI buildout gets more expensive even while demand stays strong. Memory may be becoming the next real bottleneck in the stack.

doronj

Hyperscalers were told in advance i am sure. This bodes well for the “ guidance” part of the earnings release on 26th. Nvda will go up for a chsnge after earnings as their fwd PE dips under 20… also good for MU imo so i think Monday we’ll see a nice green day in both

W_Edwards_Deming

I have MU, SNDK does not meet my metrics. Hindsight is 20/20, anyone could do just about anything if they knew then what they know now.

jarMburger

Put in on MU or SNDK or any of the semi equipment maker and you would’ve vastly outperformed the market, instead of just some junior gold miners

Sufficient-Skill9530

Totally, you should just hold 3x MU ETFs! Aren’t US and Can oil producer stocks up 40% YTD? Just own an integrated oil producer like Suncor, the price shock is in the products right now. 

music_is_gud

AEHR, MRVL, MU, NVDA. SNDK just a maybe for swing trading

Fuck_boy3456

Buy MU SNDK

Fuck_boy3456

Nvidia raising prices by 15% due to rising memory cost and have already notified customers. Let’s go MU SNDK DRAM

MattSinatro

Thx I’ve never heard it called that but like it! Getting better now at the same after selling MU in 600s after buying in 250s - gotta leave a runner. Covered calls have proven dangerous for me as well - there’s a reason for the seemingly juicy premiums - you find out the hard way when things go parabolic.

Concept-Plastic

MU dumping weekend market We fucked or wat

verified-trader

**BanBet Lost** — /u/1098duc_w_the_termi (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▼ | $958.19 → $850.00 | -11.3% | 2d | Lost |

neverturndownagain

For all $INTC holders purplexed by the selloff this past week along with the constant walls hit last week at $106, $105, and $103. That was @Citadel dumping Intel shares it had acquired through situational awareness. The Intel offering was the perfect cover to unload the share. Everytime the stock tried moving up, they dumped shares into the upward momentum. They continued to sell even as treasuries jumped, this caused a 12% drop to Intel shareholders . He was responsible for the consistent selloff with $AVGO stock this week and last week. Today news breaks that he dumped 80% of situational awarenesses AI and semi holdings. We know that $MU $INTC $AVGO were all part the holdings. Citadel probally wasn't anticipating the ride in treasuries and had planned this out 2 weeks ago already. So the trades were set no matter what was gonna happen. If the market went up then he'd made even more, if it went down , he's still in the green since he bought the holdings for pennies on the dollar

Overgrown_Dreams89

Bought MU puts at close. Regard?

Wirecard_trading

Ah he sold Wienermeiers portfolio. Good. Selling pressure of MU was a tad too high for my taste last week.

captjacksparrow47

Thoughts on MU and SKHY?

Fritzkreig

Here is a fun one; NVDA and MU fair val and what in the future, and how do you feel about the shenanigans around GME and their current valuation?

briskwalked

Hey man. i know it stinks but it happens.. i just saw a stock double in like the past month or 2 since i sold.. held it for a bit and got bored of it sitting around / dropping here and there.. it happens man.. people had MU at like 100

verified-trader

**BanBet Lost** — /u/FOMO_Gains (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $971.43 → $1000.00 | +2.9% | 1d | Lost |

Fuck_boy3456

Please buy SNDK and MU my fellow regards

winterrules91

Yeah that's what I mean. Significant movement was the wrong framing - more so that it's "fake." Also, I think semis/memory in general are just a weird sector when it comes to this kind of movement (MU, SNDK, DRAM, etc.) all move in a similar fashion. We don't see this kind of pre/after market movement with Mag 7, for example.

SoCallMeDeaconBlues1

Tell that to MU. Really getting tired of the way that stock has been moving lately: premarket sees some pretty big moves, open bell rings, stock has a move (sometimes pretty big too), then heads down only to level off somewhere between the hi and the lo of the opening hourly candle. Yeah there's exceptions but the point is the premarket move can be pretty big. We've had some doozy gaps print at the open. Also, just to add to what you're saying- the low volume can drive those big moves since it doesn't take much to overwhelm the buy or sell side. Just generally I agree premarket is pretty much fake in large part due to the volume.

RuleSafe6767

Yeah, no argument there - just different vehicles for different timeframes. I also prefer shares for swing trades, and sell theta. Options let me scalp profit on short time frames (combined with a hedge), because I don't want to hold tens or hundreds of shares to make a hundreds dollars (on MU for example, need to buy $5k in shares and get a +$20 move; if it goes in the wrong direction you can quickly be a bagjolder)

MrIcedCafeMocha

At first I was blaming it on Korea for keeping MU’s price down when during US hours we’d get close to 1,000. But now that I’m in Asia… why the fuck does the US keep dropping the price. We’re so close to 1,000. Just let it happen.

Beginning_Juice_4296

this crypto run finna dwarf the MU and SNDK run. not too late to hop on the bandwagon...

SuccessfulSir9611

Calls on MU

Legendary-Lemon

MU is a boomer stock at this point.

internetsoci0path

im like really high and i am coming to the realization that MU is all you need

Fit_Feedback5981

Buying/holding is retarded at this stage for MU/SNDK. The smallest macro event or bad news from a hyperscaler overnight will turn you into a decades long bagholder.

Beginning_Juice_4296

This crypto run is gonna match what MU and SNDK went through earlier this year

Fit_Feedback5981

Seems the only way to make money in MU/SNDK is trade in AH and premarket lmfao

Beneficial-Chair-333

MU is cyclical stock it's earnings and PE depends on shortage and memory premium. You can't compare cyclical and normal companies. I'm not saying high PE is bad it's just you pay premium price for it's return. I don't find any significant problem or change in business of APP for sudden drop in PE.

Salt_Contract342

On MU? Prob Monday kidding aside. Held 940-960 all week, OPEX over. Seems ready for a climb.

Concept-Plastic

photonics to memory rotation monday. MU shrek candle

Odd-Block-2998

I have a feeling Cramer is right this time. MU $2,000 PT within a year.

slimersnail

Here is my single greatest piece of advice. You buy shit that is a good value and has a future. You look for bargains. You must IGNORE all the hyped up shit because by the time you heard about it, its too late. As an example over a year ago I bought $REGN. I didnt make money over night. In fact at times I was down but today im up like 40%. I bought $MU last June because it was a good value. I sold it recently and made like 6x on my initial investment.

music_is_gud

MU. One of the only other semis stock showing relative strength

Riskismyapellido

sweet u talk about PE. Well what about the PE of MU? That's at like 7 or 8? Why even bother with APP. Google reasons why a high PE don't matter

verified-trader

**BanBet Lost** — /u/MarcoPolooooo (2W - 3L, 40%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $962.31 → $976.75 | +1.5% | 4h | Lost |

Bfisho

MU! Holy hell