Reddit Posts
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?
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
Mentions
someone got early info on WDC early around 3pm and it started dumping. SNDK and MU followed after.
Go VOO & chill brah. maybe a little in bonds to lower portfolio variance. Bro you’d hate my portfolio, absolutely beta maxed on INTC, MU, NVDA. Its rough over here, july had me a little nervous. Also ignore any SCHD recommendations, you need growth ignore dividends they underperform growth
I only look at qqq/spy/iwm and the two big semis. MU and Sndk they have a lot of gain/loss potential
My username comes from my habit of always selling every dip. Sometimes it works, sometimes it doesn't. I paper'd soxl today. Kinda glad I did now. Sometimes it doesn't work tho.... (I also papered MU \~180)...
🤣 I went all in MU calls in June in my 401K and am now down 50%. Do what this information what you will.
No. Wait till next week. People got scared after AMD yesterday, and SNDK + MU down today. We got a few days of down
Earnings growth is clearly slowing down, same thing with MU last month.
I would say MU… they at least have a trajectory that follows their chart over the last five years SNDK could be back to $100.
What’s the better value? WDC, MU, SNDK?
I’m looking to put together a safe haven port of stable stocks. Thinking MU, AMD, TSLA, ASTS and a few other safe stocks Any recs?
Drop another 7K on MU
Exactly MU dumped last month and is still undervalued. We might finally see $1000 and $1100 soon enough.
MU not dumping on this is so bullish. SNDK should recover by end of week too. This was such a dumb algo reaction lol it started dumping before the earnings were even out
I just rebalanced. MSFT MU SNDK AND AU are safe for a week.
Markets rotate into metals like silver, gold, and healthcare, but I prefer higher risk. Instead, I will buy weekly MU call.
MU already dumped last month
Still sitting on 599 cost average MU I'm chilling
I wonder if MU is gonna follow SNDK and WDC down the hole
I lost 50% of my 401k in MU and SDNK last month after being up huge. Sure it can do the impossible but it's not happening. Check the price action after earnings
Should have known when MU had the best earnings of all time and still dumped SNDK had no chance
Looks like my aug 7 covered calls for MU/SNDK/ASTS are safe
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MU** | $1000.00 (above) | $896.85 | +11.5% | Aug 7, 11:11 PM |
Tomorrow we'll probably get to see some retests at some levels for semis and memory. MU like at 820-840 range. SOXL 120-125 ish
To be fair, microchip companies are making money. Nvidia got a bit worse in investing in their customer, but for example, MU is getting the best of it. Though, the question is sustainability of both their revenues and margins, as their customers might be cutting down their spending, either will choose to do it or will be forced to do it at some point.
\>Depends on the time frame that you want to think in terms of. For me, with MU for example, I like to think about the next 5 years. I’m not saying that’s the correct time frame to use, it’s just what I’m using when thinking supply & demand Even though valuation is weighted around >12 months, I too think long term and have modeled out the complete supply side until 2030. It's robust. \>I would think that by the middle of 2029 an increased supply will meaningfully hit margins. The demand side is much harder to predict IMO. It will be high but how high? By 2029 there will be a meaningful contribution to the wafer supply side. In fact, I have H1-28 as the first sign to look out for in this regard. But I am still not concerned due t many factors. Take HBM? In 2025 it was just 19% of the market & by 2030 it's projected to be 50%+. This is key, since HBM consumes 3.5x the wafers. This why we have seen such a large increase for the more commoditized products. Hello Apple! \>The demand side is much harder to predict IMO. It will be high but how high? The demand side equation is still early. We have only begun to see the adoption of agentic AI this year. This profoundly changes memory requirements. Once you layer on cheaper, faster LLMs > imcrease usage. Humanoid reobots and autonomy are both significant for memory and key for the next few years. \>It could also go flat or go down due to unforeseen circumstances. Nothing is impossible but personally I cannot see this occurring. AI is still very early. Barely scratched the surface. Just look at the hyeprscaler capex? The signs are very clear imo.
I'm saying downwards stock price action for the HBM producers (MU/SKHY). Not talking about spot pricing
SNDK and MU are going to moon. Both have the same NAND market share and SNDK said on the earnings call that the market next you is going to more than double. For $200B to $500B for NAND and margins stay the same at insane 85%.
\>Take Zoom for an example. Covid obviously wasn’t going to last forever and Zoom wasn’t going to be a big deal for long. Not really the best example. Zoom had no real moat. Memory plays on the other hand do. Building a new fab takes years. \>MU, SNDK, etc have a much better case for longevity but some day margins and profitability will come down No company can sustain these levels of margins or FCF for eternity but they have a vastly longer roadmap than most assume. While they now have 5yr contracts as well.
Memory companies that raise capex to expand capacity and gain future revenue like MU, SK Hynix and Samsung: "Ewwww capex sell sell sell" Memory companies that don't have capex, gouge margins and return capital at sub 5x forward PE like Sandisk: "Ewww future revenue growth is very slightly lower than we expected it to be sell sell sell" From where you're standing kid, this must look like a mile long streak of bad luck. But the game was rigged from the start.
SNDK , MU , WDC Ate the dip w the chips 😁✅🚀
From what I'm seeing, I figure 900 will be the ceiling for MU for a LONG time
I just know Sanjay (CEO Micron $MU) is having the best laugh of his life now. In 2022/2023, Apple $AAPL was squeezing $MU out for cheap memory during the downcycle, even below Micron's average cost. 3 years later, the roles are reversed and Apple $AAPL is getting a taste of its own medicine from the Memory Big 3 (Samsung, SK hynix and Micron). Apple $AAPL went to CXMT to request DRAM for lower prices, only to get rejected by CXMT. They demand at least the same prices as Samsung and SK hynix, if not higher. Also, the entire bear case of CXMT flooding the market with cheap memory is becoming more and more pointless.
Bought a small position in MU when it dipped to 719 a few days ago, will see where we are EOW
Dell MU Apple mentioned lol.
MU and SNDK bulls realising that maybe if the stock goes up 100% into earnings, some of the beat could be priced in.
True story. I was thinking of the Mar ER when it dumped ~30% afterwards. Since the June ER, it pumped a bit, and then dumped ~20%. Classic MU. It's chart is just adorable.
Because MU is a real company and SNDK been a fugazi the whole time. Good if you bought stock at 50 i guess
I disagree to an extent. If wall street cared about next quarter, we wouldn’t be talking about a forward PE of 4. I do agree that Wall Street is delusionally short sighted though. Take Zoom for an example. Covid obviously wasn’t going to last forever and Zoom wasn’t going to be a big deal for long. It’s still popular but the euphoria in the stock price was way overblown and it was obvious. MU, SNDK, etc have a much better case for longevity but some day margins and profitability will come down. They’ll always be money printers though.
MU and APPL back to ATH tomorrow plz
Comon $SNDK AND $MU open over $1300 and $900 baby
SNDK shot up to 2350 after they saw MU NAND margins last earnings June 24. Today we saw the same NAND margins and it's price is hovering around $1250 lmao
I guess MU is dead and will never see $1,000 again
Seems like MU following SNDK now
Depends on the time frame that you want to think in terms of. For me, with MU for example, I like to think about the next 5 years. I’m not saying that’s the correct time frame to use, it’s just what I’m using when thinking supply & demand. I would think that by the middle of 2029 an increased supply will meaningfully hit margins. The demand side is much harder to predict IMO. It will be high but how high? MU is risky but I wouldn’t say that it can’t double or triple from here. It could also go flat or go down due to unforeseen circumstances.
yeah everything points to SDNK jumping esp with MU up 44%
Fucking yanks what the fuck happened with MU fuck you
MU pumped AND dumped after their last earnings!
don't worry about this MU red. I bought a 900P for Friday a bit before close so you know Korea will gobble it up tonight
Koreans gonna see the -1% MU AH dip and the -13% SNDK crash and freak the fuck out and sell everything again
SanDisk makes usb sticks, MU makes RAM. RAM is faster than USB stick memory that’s why micron is better 💪🏻
MU is the superior business imo
The sndk sub doesn’t like negative posts it seems I always see them getting removed. MU don’t even care what people post
These are puts on an afternoon where volume is low historically. I just bought and sold minutes later during the MU 918-920 and 920-922 dance it did all through 2 pm to 4 PM
MU to SNDK “oh fuck, you’re gonna make me dump”
I'm not talking about AMD. I'm talking about MU.
There has been a pattern of these memory stocks being dumped before earnings for quite some time now. Same thing happened with AMD yesterday for example. Today was Sandisk. I obviously can't say for certain if it will pump overnight but my guess is that it will. I'm also a long-term holder of MU so I'm bullish by default
Sandisk just said the NAND market is $200B this year with 86% gross margins. The BIG think is the guided that the market next year is $500B. This is huge. Micron (MU) has the same market share as Sandisk @ 13%.
MU green on SNDK WDC earnings dump is giga bullish
MU will likely run up premarket. You lucked out by selling those puts
The last earnings MU jumped up straight after the report. And stayed there for 1 day
MU might’ve found itself. Its eyes are doing something different this time..
Last MU earnings ended up in like 30-day long bear market lmao
MU has 25% share of the $200B market that SNDK said was growing to $500B
WOOPS (hic) a little loopy after RDDT paid for the last five rounds at my table, yeah sorry: welcome SNDK bulls, have a seat next to MU over at table 4
yeah i trade MU as my core do you know anything about options and how they are priced?
honestly Where does MU fit in this?
Wtf are you on about? MU dumps after great earnings all the time. Their last ER was a prime example.
Shit, reading all the MU comments I expected it to be up lol
So last SNDK earnings there was a big drop followed by a huge jump at open the next day. MU did the same along with them. SNDK 1450 tomorrow MU 940+ tomorrow
Holding these memory stocks is a good way to wake up and just be down 30%. Who tf wants that kind of risk? Unless you bought SNDK at $50 or MU at $65 last year the truth is you are just chasing a parabolic chart that will eventually reach the bottom of that parabola
MU is so strong, I think memory pumping tonight
They sold off MU too, I was watching it and thought my app was broken for a second. RUGPULL, so shady
My mental health is not looking good after I lost on WDC earnings. I might need go to a gambling therapy. All the gains from 1 week ago after MU ripping is gone in an instant. Still down 40% overall from my ATH, and in the red about 18%. I'm gonna be a bagholder for a few months now.
ITT: MU bulls finally forced to join everyone else down at the "WTF earnings beat why dumping" bar, where we all meet quarterly every day.
MU is holding, good to see. KOSPI will send it straight down though
This is also true. Idk I’m long MU so we’ll see if I get cooked today
The MU dip is disappearing before my eyes 😔
MU: “No, brother. They will expect one of us in the crash” SNDK: “…. Have we started the fire?” MU: “Yes, the DRAM rises!”
So MU 920 or 930 tonight?
My memory chip taste tier list MU S tier SKHY A tier SNDK F tier
MU and SNDK should merge into MICRODK.
NLST just signed agreement with Samsung for their memory IP patents after years of litigation. SK Hynix renewal is also coming up soon. NLST has IP for MU, GOOG, SKHY, Samsung. Hop on board. We popped off 60% today
Because MU makes DRAM and the others NAND?!
SNDK is going from 2x MU to 1/2 real fast
MU and SNDK are not comparable
MU pls stay under 900 till tomorrow morning when my funds clear
Na double beat haven't seen capex or guidance but guessing you could see reversal on call like MU
MU crushed earnings and drowned. Guess I should’ve just bought puts for SNDK and made the easiest trade of my life. But guess what, I didn’t!
Hopefully SNDK turns green and MU still stays green, never mind freaking WDC
SNDK and MU tomorrow will pump like a tractor Good luck to paperhands selling before close 😋🥴😂😂
MU is up, unfazed by SNDK/WDC. If SNDK mounts a comeback, MU over 1000 tomorrow
Bought the dip on MU, I'm up $2.45 !