Reddit Posts
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 $SPOT)
Risky Strategy: Selling and Re-Purchasing to Reduce Cost Basis During a Crash
Buying 10 stocks in one industry verse investing in an ETF?
Kathy Manning bought thousands in chip company stocks one day before voting to pass CHIPS Act
Dem Rep. Kathy Manning bought thousands in chip company stocks one day before voting to pass CHIPS Act
Today's Plan on /ES - Emini S&P 500 plus CPI is today!
After Nvidia, Micron warns on Q4 sales due to macroeconomic factors and supply chain constraints
might be done with this. MSFT calls, MA calls, MU calls.
The Chips Act and why listening to Intel beg makes it hard to invest.
Advice on the following stocks
Mentions
Yo man, check out my 2025 setup. I’m 30% in VOO to anchor the portfolio, with 15% NVDA and 10% ORCL for that AI exposure. I’ve also got 15% in MU—mostly shares, but I’m keeping 5% in options for some extra delta. Then the last 10% is in ZEPP as a small-cap moonshot. What do you think?
Here’s how I’m laid out: I’ve got 30% in VOO so I can actually sleep at night. Then 15% in NVDA 10% in ORCL and 15% in MU. For the MU play I’m keeping 5% in options just to stay in the game. The final 10% is in ZEPP that’s my speculative moonshot.
Planning invest next year 10000$ atleast lets goo!! Adding MU stock aswell
I also hold MU. Do you have any suggestions?
No, I’m focused more on the actual hardware tech stack, which is what I actually know about. Think GPU/TPU/NPU vendors, High density memory, networking, etc. AIQ is the closest but I want more exposure to COREWEAVE, POET, MU, RKLB and others.
in the short term maybe, but how many times did people say that about nvidia? MU will be over 600 by january 2027.
MU I want to so bad but I feel like I missed the good buying opportunity
NVDA, META, GOOGL, MU, RDDT, HOOD, SOFI, RKLB, maybe AMZN, think Msft bounces back too once open ai puts out models trained on Blackwell
10 stocks for 2026. 10k each. What are the best options? I have so far: NVDA, MU (maybe 20k even), RDDT. I need six more choices 🤔 some of the other stocks I'm thinking are LLY, META, ONDS and maybe RKLB
Yeah, a lot of us have learned loss using options. Lost and entire account. But I learn3d from it and only ever use them for hedging dug in deep amd learned how they work buying and selling calls and puts but not naked anymore and rarely do it. Mostly in individual stocks. Keep your head up and keep going stay long and shift quarterly. I had NVDA when no one knew what is was in 2003. Id have millions if I would have kept. You cant follow anything on reddit or get rich quick schemes. Invest in companies you use, or industries ypu research and understand. Like I sont touch NVDA because it hurts too much but I do invest in the companies that support it, MU, TSM, ASML. Look for future tech and research the top 4 companies in those industries, like quantum computing eVTOL, space transportation, AI industries, energy utility companies, Healthcare....look for companies that are no where close to they 52 week highs considsr3d value stocks and do some digging why they went down and determine if those are valid reasons for 30% or 40% declines. Good luck to. Ive had multiple accounts down 30-60% and by researching buckling down they've recovered and more.
Sold OKLO with loss. Am I regarded to sell NVDA for MU?
Breaking the one pick rule… my port: RDDT SOFI MU BROS VRT
Breaking the one pick rule… my port: RDDT SOFI MU BROS VRT
I’m a little bit worried that DRAM might be replaced SRAM which MU wouldn’t play a part in for the next generation of inference chips.
So are you saying sell MU.
There is already ram shortages and ram prices are sky rocketing. MU is one of the RAM manufacturers along with Samsung
Early this year I bought MU and SLV and sold Both after a 40% gain. Im quitting stock picking not only do you need luck to pick the right ones you need luck to hold it for long enough.
What’s your price target for MU?
I'd say MU, but if I had to chose between the two, I'd say NVDA AVGO's price to earnings ratio is just more expensive compared to NVDA, and its not like its beating it in growth either from at least what I could tell, in fact thats probably why it tanked so hard after its earnings, it was even at like a 100 pe if I remeber correctly
I believe it's mostly space, datacenter, MU, and nuclear stocks.
I'm not gonna lie, buying leaps on AGQ seems kinda tempting with how hot silver is right now if I wasn't already balls deep in MU Imagine how degen it would be to buy calls on a leveraged silver etf while the commodity is at its peak like this
I thought full porting into LEAPS on a well positioned growth stock like MU would give me explosive gains, only to be beaten by SLV. Fuck my stupid chungus life
MU still has quite a bit more left in its run. Most likely through 2026.
Been holding some months, lazily each has around same %, should I swap something for 2026? Do you think the chip trend will continue trough 2026, or cut off somewhere there? AGI - Gold ALB - Lithium (and speciality chems) FCX - Copper (and gold) KLAC - Semiconductor process control and inspection LRCX – Semiconductor manufacturing semiconductor MU – Memory / storage chips NVDA – GPUs SIMO - SSDs / flash storage controllers TSM - Chip manufacturer
40% is a very large percentage for a single stock, but selling means you would incur a lot of capital gains unless this is in a nontaxable account. If it were me, I would hold the current position but put everything going forward into a VTI/VT fund with the goal of reducing the percentage of your portfolio in MU to 10% or less. Without knowing how much we're talking about and your income/savings rate, I don't know if that would take three months or twenty years of savings. The longer it would take, the more inclined I would be to sell some and take the tax hit now for diversification peace of mind.
I bought MU earlier this year knowing it was cyclical and initially planned for it to be a short-term position in my portfolio. Sold right before earnings to lock in my gains but I actually bought back a small amount today because it does seem like the old cycle may be dead or at least changing. If you're a current employee, seems like your colleagues should have useful insights to help you. FWIW, I am ex-IBM. Sold my ESPP shares last fall and missed it finally running up after years of holding. You may want to at least keep some so you don't end up with regrets.
I’d rather buy MU. Samsung comes with baggage.
Memba the MU 90 memes from back in the day ?
I am disappointed in myself selling MU at 90
please bro let MU go back to 190 for just one day bro ill buy a lot bro i promise bro ill never sell bro please bro just once bro
Gold/Silver/Copper is already at top, I have no fucking idea what to invest in. Maybe MU? But thats also mooned
I picked a great day to splash around 130k at market open into rocket and MU/NVDA… gonna be a long start to 2026…
Can you break it down a bit man I opened a MU options position at 300 expiring Jan 1 yesterday
If you jump into MU options right at the open you might still catch the ride to 300
wow.. these MU 260 naked puts are going to expire worthless next week SPY 700 QQQ 750
These are Micron (MU) and Nvidia (NVDA) gains. He rode fast horses in a bull market using leverage. He was bold and didn't overthink whatsoever - secular tailwind (AI), fastest horses, bull market = these gains. Be bold, don't overthink, play the tailwind and when you lose big (which everyone does at some point) eat your losses and stay in the game. These are admirable gains, but you can't trade long-term like this without full acceptance that you will eat big losses also.
I’ve been riding the $MU rocket to the moon since way back, man.
I bought more bull call spreads on MU today. Bet $175 to make $500, per contract.
Can MU reach 500 by the end of 2026 ?
Everyone is correct here except for one key question and opinion I have. MU is no longer cyclical. NVDA used to be. It no longer will be. MU has a massive cycle and replacement path ahead of it. Its PE should be commensurate.
HBM isn't cyclical any more, either. If GPUs, servers, and etc have a 4 to 6 year life in data centers, HBM will be replaced with it. MU says hi!
$MU just crossed the $300B market cap milestone and based on the recent news the momentum is only heating up for next week. Strap in.
There is going to be a global RAM shortage for the foreseeable future. I'm holding onto my MU. But I held MU through all it's pumps and dumps through the years. It was not pretty until recently. This time though, is different. We are undoubtedly in a bubble. But at the start of one. We will be in a RAM crunch for years.
The SPHB/SPHQ ratio is tipping bearish and with liquidity still stuck in holiday mode the low volume chop on $MU is a textbook trap don’t expect a real breakout until the institutional bid returns next week
Low liquidity trap today. Everyone’s still on vacation, so don’t expect MU to moon until the big boys get back to their desks next week
honestly I’d recommend any MU calls or SPY 691-3 calls for monday:next week.
Im still sitting on 40+ MU 285C for today.
How do you feel about Sk Hynix? I've seen people favor that over MU but I guess either one should be good
I still prefer MU over them. MU being one of the top suppliers of HBM for NVDA, AMD, Google is a much lucrative business to be in than in consumer flash memory.
That’s a bit too far of a stretch for me. MU current stock price is removed from its COGS. It’s the guidance from the Syracuse plant going forward after being delayed for over a year. That’s why it mega dumped last spring. Increases to the price of inputs will get passed on to the consumers.
High Bandwidth Memory manufacturers such as MU. For the never ending expanding AI data centers, HBMs are needed to support the GPUs.
Exactly. Everyone's staring at the 2-month dips while ignoring that HBM is what’s actually powering the AI buildout. You literally can't run NVDA silicon without MU memory
On the one hand, MU, as you state, has always been very cyclical and monster gains have always preceded monster pullbacks. On the other hand, some point out it’s only 7x. As for what you should obviously depends on your assessment but also your overall financial picture. Myself, when considering things will sometimes ask myself if I would put new money into the scenario that I’m considering holding or selling. If I say sure I would or hell no I wouldn’t, that can help.
Damn did not expect MU to go down. I was promised mooning!
It appears I was wrong expecting a MU bounce. I'm gonna go get some practice at bagging up fries.
I beat you with MU 241%.
Yeah, I share the same concern. I’m still holding some MU and thinking about whether I should gradually scale back. I know a lot of Chinese companies, like CXMT, are working on HBM upgrades. Once they master the tech, they could advance really fast and drive costs way down
Sell 40% if your conservative or 60% and let it ride after that. You make profit and you still have a position in MU. It's what I did when it hit 207$ I should have waited too but I wanted to secure some money.
Yeah I hear you Ive been keeping an eye on MU too Its been doing pretty well with all the AI buzz but I know a pullback is possible Im watching the 270–280 area and if it holds I might just ride it toward 300 If it dips below that Ill probably rethink my position
As per usual MU continues to fuck me over. I dont think im cut out for this investing thing.
Hey I follow MU closely and here’s how I see it The stock has been strong lately especially with all the AI hype but there’s definitely risk of a pullback short term Personally I’d watch key support around 270–280 and see how it reacts If it holds momentum could push toward 300 but if it drops below that support you might consider adjusting your position Again not financial advice just my view
Definitely look at Micron (MU). Everyone is focused on NVDA/AMD, but MU is the one sitting at a perfect entry point fundamentally. Here is a 60-second breakdown I did on why it's undervalued compared to the rest of the sector https://www.youtube.com/shorts/ne706eIq7YQ
MU feels like it's starting to roll over for profit taking. Could see an AVGO like move down l, even on good news.
Buy NFLX or MU, quick someone tell me
Who else got wiped out by MU calls at the open?
MU looks like it’s ready to drill
It’s tug of war today. Bulls and bears are deadlocked. MU is just spinning its wheels in this range
Definitely look at Micron (MU). Everyone is focused on NVDA/AMD, but MU is the one sitting at a perfect entry point fundamentally. Here is a 60-second breakdown I did on why it's undervalued compared to the rest of the sector [**https://www.youtube.com/shorts/ne706eIq7YQ**](https://www.youtube.com/shorts/ne706eIq7YQ)
PT for MU is $350 at the moment. Next quarter expecting a 50% EPS increase due to memory shortage so will likely see prices on memory go up.
It's almost time for MU to random start spiking again.
I bought TSLA, MU, and META calls at the open and Sold GLD, SPY, NVDA calls…. I’m regarded
MU calls at the open was an expensive lesson
Hmmm I was wr9ng about MU 285 calls. Uh oh..
$MU will be good but I’d be weary of the pullbacks. The pullbacks go deeeeep.
The day I buy MU what happens? FFS!
MU 285 0dte calls are cheap right now...im holding
Just bought 100x MU Feb 20 2026 460 Call @ $1.13
Every trade should have a thesis. I’m guessing if you sold short puts you believe MU is going up. It feels like you could have better upside exposure for less margin if you sold your shares (take the loss) and got long exposure via long LEAPS Or instead of immediately selling the shares sell weekly covered calls for a little premium until you get assigned, then go long with LEAPS
Should I FOMO into MU? Yes or no
Alright so it's like one week that I'm wondering if I should buy MU or not and meanwhile the SP continues increasing. So I think I need to come up with a final decision today. Should I buy it or not!?? Please tell me 🙏