Reddit Posts
Is the AI Capex vs. Semi decorrelation a buying op?
Alright.. serious investment question
The AI Trade is Dead, OpenAI and Anthropic undershot the moon, pressure private equity
Can someone help me understand wash sales and when I can buy again?
The Better Investment Is Often One Step Away From the Headline
Semis Are Green Again, But I’m Watching What Happens After Nvidia Earnings
Intel is the only red on the entire chip watchlist today lmao
Why did Micron (MU) crash ~7% — right after a 5% pop?
MU Micron just took a nosedive today lmao
SK hynix & memory stocks are likely to have a rough next 5 days (KOSPI 5 day leveraged trading delay for new investors)
MU Stock Slides As Netlist Patent Fight Escalates
Blame Cramer for this. He had to mention MU today and look what’s happening
Big boys have loaded up on MU, now media has gone 180 on the MU AI story
MU long term options, sold last earnings, finally starting to pay me premium
Uhm… who of you said MU was going back to $100 again?
Michael Burry Loads Up On QQQ Puts, Boosts MU Short As He Braces For ‘Larger Fall’ — Here’s What He Did To NVDA, PLTR And TSLA
Blew up my account on Friday trading MU, SNDK Options
Made $375k CAD day trading using margin in 60 days
BWB and naked put for 1x2x1x1 Net-Credit Accumulation Hedge
If You Could Only Buy One Stock Right Now, Which Would You Choose?
ONDS Short Squeeze Potential with Earnings Catalyst
Micron $MU reportedly can’t even meet half of the data center memory demand
Closed 17 MU $500 CSPs at 43% max profit ($61K realized) in 16% of the time, thanks to IV crush
Pelosi Pack + MU long calls in the Roth
Went to Wendy’s and saw my fellow WSB regards
Riddle me this: What should Micron’s lower price be?
MU IV crush this week did more work than the stock ripping to $1255 ever did
When market makes no sense trade like a degen
FOMO turned to JOMO turned to FOMO and now it is ABMO?
Duality of Man (up 48% for the week, down 48% for the month)
Michael Burry bets against rally: ‘We are near a major top, and possible a 1987-type fall’
Someone tell burry his shorts are kaput
Today i went to seoul and made a wish
Forward P/E is a bad metric to use when valuing cyclical stocks.
Forward P/E is a bad metric to use when valuing cyclical stocks.
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?
Mentions
But forward P/E is notoriously bad for cyclical industries, i.e. they are the lowest at the top of the cycle, hence the MU / SNDK and so on forward earnings
I just spend hours asking ai to teach me about ai and now I want to own MRVL and MU.
I heard bunch of boomers talking about MU and data centers in moon , i think its the sign
If my MOM casually brought up MU I would sell asap.
You are getting it all backwards. PE is a boomer metric, a stock doesn't move up or down due to that. MU will move precisely when buyers step in. As traders, our goal should be to wait for signs of strength (especially when the semis sector itself turns around) and get in. Any other indicator is useless and distracts you
ur mom thinks MU is a bad play. too volatile
MU will have a pe of 0.0001 before it ever goes up again.
Yes, it was pretty dead on too. I was able to buy Tsm at 164, lrcx at 50, MU at 67, Vrt at 55, FIX at 80, Gev at 640, alab at 22 etc. Lots of other companies that were sub $5 that are now 20-800 a share. Wish I wouldn't of sold most of the huge winners!!
I don't know anything about this stock, but the AI trade is not dead. There will be another major bull run later this year or next. I prefer major companies, NVDA, MU, AMD, etc.
Day trading MU is not the move. Better to swing trade based on its correlation with the Korean stocks
Weak_EMU lost money on MU 😂😂🤦♂️🤦♂️😭😭😭
How could you possibly lose money on MU
Nah this dude weak def lost money on MU 😂🤦♂️🤦♂️😭
How could you possibly lose money on MUHow could you possibly lose money on MU
How could you possibly lose money on MU
How could you possibly lose money on MU
Everything I’ve ever traded with MU
Some MU was good, even with the short before earning. So I applied the same confidence with Intel as it was dropping, buy more, discount right, add some options, great investment... No just turned out to be an expensive lesson. Then I sold Microsoft 390 calls at a loss before earnings because I was angry at options, and missed out a huge payout. So ya expensive journey.
I’d go 70% NVDA and MU (both still fairly valued) and 30% VOO. Also, I’m A big Jenson fan!
MU is already quite expensive
Since it is a memory thread, here is what the people running these companies have actually been doing with their own stock in 2026. The raw number looks brutal: across $MU, $STX, $WDC and $SNDK there have been 936 open-market sales against 3 buys, about $655M sold. Except almost none of that was a decision. * $MU: 259 sales, $301M. 241 of them, $249M, are 10b5-1 plan sales. Actually discretionary: 4 sales, $17.1M. * $STX: 483 sales, $280M. 439 are 10b5-1, another 34 are tax sell-to-cover. Discretionary: one sale, $1.2M. * $WDC: 185 sales, $60M. 178 are 10b5-1. Discretionary: zero. * $SNDK: 9 sales, $13.1M. Discretionary: 3, worth $3.5M. So out of roughly $655M of headline selling, about $22M was somebody choosing to sell. The rest was scheduled months ahead or withheld to pay tax on vesting. The only real buying in the group: Teyin Liu at $MU, three purchases on 13 and 14 January, 23,200 shares for $7.8M at around $337. No footnotes, straight open market. Not a call in either direction. Just that "memory insiders dumped $655M" and "memory insiders sold $22M on purpose and one of them bought $7.8M" come from the exact same filings, and a screener only shows you the first one.
So this means SNDK and MU going up 50 percent on monday
Watch MU SNDK SKHY dip -5% next week despite these news. Seems like the market is already pricing it in and realizes that hyperscalers can only be squeezed to a limit.
Yes last week was good for me. Nvda calls, Rubrik puts, MU calls , and I was sure marvel were going down but I didn’t pull that trigger ( placed banbet instead 😂),Canadian bank didn’t work out ( I don’t even know why I played that one lol)
MU is one of the strongest among the semis sector atp. Idk why some of your talk out of your ass, not sure if that's what you "think" is happening or what. You look at relative strength and NVDA, MU and MRVL are the 3 best stocks in the semis sector
The best returns you ever could have had was invested in every company you knew about (NVDA, AMD, MU, etc.) as an addicted gamer in 2016. Right now, you should be asking what dumb shit your terminally online nephew is using right now and just buy that.
Bearish on MU. AI spending reaches 50% for memory, it means easier to cut back the spending after rate hike. MU PT $300. SNDK $300 too.
Not the same positions but at about 500k. Beenbswinging between 500-700k the last few weeks and holding! I’ve got leaps on nvidia, Mrvl, and spreads on MU expiring Jan and Marc 27. MY Pt for next profit taking and reevaluate is 1500 for MU
which one of you is holding 9.3 million in MU calls? seriously?
I think there’s still money to be made in memory, supply will be short for at least a year, probably several. MU will probably top over 1,500 maybe 2,000 is even possible. But no way to get a 10X, of course. (I didn’t get in until 300-400 range) Photonics sector is beyond my current ability to evaluate. If i wanted to make money there i would just get text messages every time Serenity pumps some new microcap, buy it fast and sell it after it runs up a bit. I’m not a great person to ask about growth names, I usually do better buying out of favor value stuff. The last two big returns I got were AMD (bought during tariff crash when people were calling it Advanced Money Destroyer) and MRNA (bought around 25 just thinking we’d eventually fire RFK or have another pandemic, I didn’t anticipate the cancer vaccine stuff). I don’t have any great picks like that at the moment… will post them on twitter / reddit next time I find one. BAK is massively crashing lately but I haven’t had enough free time to analyze whether that’s value or bankruptcy.
Memory is cyclical, the more the multiple compresses the more you sell. At this rate MU’s fair market value should be 0 by the end of September.
What happened to the MU/SNDK 50k guy Did he expire worthless
SNDK & MU stay pretty flat this week. Meta settled their law suit, they are due for a run.
Didn’t even bother checking my MU 0dtes today. I let them hoes die peacefully
The usual suspects. MU, NVDA, AVGO, SNDK, NBIS everything. I'm basically Leopold's port that survived
calls is cheap. $MU is forever
Why? I never thought about this so I put in 2 MU spreads 2x 890-885 MAX profit: $190 Max loss: -$810 1X 890-880 Max Profit $163 Max loss: -$837. I guess at 885 the single contract only is down -$337. vs the double contract down max loss. But you do give up a tiny bit of profit as well.
Now that my MU calls have imploded, the stock will run
Played MU not bad considering ghey bear sentiment. Well done
Don't follow Rubrik at all so no comment. 1MO on RBC will pay on your strike if you don't paperhand it. What was your strike on MU?
Picking MU 500p 9/4 at close today was free money
So next week MU is going to break out of its' 940-960 range, right?
Nvidia and MU are making money hand over fist but the stock is staying relatively the same lately because who gives a shit. It’s not like they are sharing the money with share holders with a dividend or anything. It’s literally just numbers on a screen. They are just like “we are making a lot of money look at our bank account” like okay if we what do we get if we invest except a god damn heart attack. We as a society should just pick a stock and all put money in it who gives a shit if they make money in it or not because it doesn’t matter anyway. It’s like some weird matrix that is not that hard to crack we just need a leader and pick a low float stock . We could all be rich
if you bought 1 share of MU at the beginning pf the trading week then you’d be $0.04 down at the end of this trading week
Ok - so more CORRECTION SEPTEMBER ? Get cash (if you don t have - or trim hard the winners) andwonder when to deploy. Maybe at rlkb 55$ , MU 710$, ASTS 50$ , CRWV 60$, AMAT 400$., WDC 400$. These are good prices !
MU is NEVER crossing 1k lol stop making banbets above 1k lol
**BanBet Lost** — /u/yourgirl696969 (1W - 4L, 20%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $932.86 → $1000.00 | +7.2% | 3d | Lost |
Russia: Launches Coca-Cola, Fanta, and Sprite alternatives after soda company exodus Me: Too late to buy NVDA, MU, and SNDK at their lows, too early to profit off space stocks, just in time to become an international beverage smuggler
He prolly got MU and SNDK
For the last 2 weeks, 935 has been a fkn magnet for MU. Every time you think it's going to break up or down, it gets sucked right back to 935.
Bought two week out puts on MU, might be cooked
**BanBet Won** — /u/BriackYOLO (3W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $921.43 → $935.00 | +1.5% | 2h 47m | Won |
IF MU IS NOT $1000 by EOY I will shave my head
No about of good news or blowout earnings sessions seem to be enough. The MRVL shit is criminal. MU and SNDK are at lower multiples than WMT or any of the bag7.
french kisses for everyone if you can get MU to 934
MU going to flush back to its safe spot around $908
lol some whale just bought 100 MU 930 calls for 10.10
I will french kiss everyone ITT if MU hits 935 today
If you lost money on semis today. You should have known. The president made a long post yesterday about MU and Nvidia how great of a companies.
#I'm so overweight semi stocks. NVDA, AMD, LRCX, AMAT, INTC, TSM, AVGO, MRVL, MU, SNDK...I own it all. Fully leveraged into AI trade. LMAO🤌
if MU does not hit 960 my retirement will have to be pushed to age 90
MU wrong way go up please and thank you
Was down -600 up 2k from the $MU dump earlier
MU gonna hit 950 by close...watch
MU better run up to 950
I was told MU will hit 1k today
If buying OTM 0DTE's, lesson learned. Do it on individual companies, like MU. Don't do it on safe indices, like SOXL. Much higher chance to hit for sure My bad guys
Yes. MU went up, soxl didn't. What gives???? I got memed lol
MU 0 DTE it always goes up last 20 mins
Go back and look at my post history, I told you to buy MU at the bottom. Me and Donnie did.
Yea. I was reading thread and noticed so many answers got left out. A great example is MU. That went up 600% in last 12 months and became a trillion dollar company. In order to have got there you would have held through the people kept going memory is cyclical. I think they still do it even today with MU lol.
If you guys pump MU to $933 by close, I'll buy everyone milkshakes tonight
I know!I got calls for MU 0dte! We will be fine
How is your MU bet going? That's why you shoulda bet lower
**BanBet Lost** — /u/Independent_Ad1086 (1W - 1L, 50%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $913.65 → $950.00 | +4.0% | 1d | Lost |
MU flat for rest of today to fuck my calls and prob rocket over the weekend to 975 Gonna take a break from options and do lame ass investing shit
**BanBet Created** ▲ | **Record:** 2W - 0L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MU** | $935.00 (above) | $921.43 | +1.5% | 23h 60m |
Imagine selling your MU puts at 11:07 for calls 👑🤡
I sold MSFT at $390 to buy MU at $1100. I’ll never forget the good days when we all thought MSFT was something something “hyper scaler” something something “SAAS” something something “dying”
ok - so bear market till january ? I still have 10% cash ... wonder when to deploy. Maybe at rlkb 55$ , MU 710$, ASTS 50$ , CRWV 60$, AMAT 400$., WDC 400$. These are good prices !
ok - so bear market till january ? I still have 10% cash ... wonder when to deploy. Maybe at rlkb 55$ , MU 710$, ASTS 50$ , CRWV 60$, AMAT 400$., WDC 400$. These are good prices !
Imagine selling your MU puts at 11:07 for calls 👑🤡
Thank God I sold my MU calls earlier today
Well, that was shitty by me, out of all the names in semi, I got MU puts yesterday and it got pinned at 920