Reddit Posts
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?
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
Mentions
Its right there in the pick MU
MU and SNDK up on hyper liquid 👀
Buy MU and look away.
I said "highly unlikely" when I sold SanDisk at $200 and $350 before it kept flying. Missed the top out of pure stubbornness and bought MU out of spite. Market moves in crazy ways, and NBIS has huge potential ahead.
Surprised they, and MU haven't actually. Cheaper looking numbers bring in more retail
I dream about clapping cheeks every day then wake up to a negative port because I shorted MU on margin
When will my 840 MU bags double, oh crazy sex robot Prince of weirdness?
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $1000.00 (above) | $913.82 | $970.68 | +9.4% | Aug 20, 5:00 AM | | **Record** | 3W - 2L | 60% | - | - | - |
I still believe MU can still hit 2000. The reason I believe that to be true is becau
Any baseball guys here, who also trade memory? Pickup Baez for h2h all girls league, and ride like MU, or what?
No shit. The point is that the narratives around this request are total nonsense. Apple clearly won't be allowed to do this in the first place, it wouldn't save much money even if they were, and consumer electronics are about the only use case for Chinese ram anyway. Meanwhile, the news outlets and people on social media all point to this move as proof that China is gonna take step in and undercut MU/SKHynix/Samsung.
Click on "Data" and the top guy has a MU option worth $9.3M
MU is basically back to ATH. Did you do margin or what.
You need to sell either MSFT or MU to spell SAMOSAS correctly.
Trump owns MU. Why would he help Apple in tanking MU stock by allowing Chinese memory to flood US market.
Who’s 13F should I copy? Citadel Ken is just SPY calls and MU. Thiel is just Amazon and a bunch of energy companies that are down YTD
Wouldn't be surprised to see a big profit-taking round in memory stocks next week. Too many folks that fomo'd into SNDK and MU are just waiting for breakeven to cash out and gtfo
Thanks! I attribute it to mostly luck. I bought LEAPs in rocket lab, ASTS, IREN, NBIS, Applied, dwave and a few others all before they ran and sold most near their 2025 tops. It was incredible luck in identifying early sectors. This year I got into micron in January, got hit bad by the dip into March and full ported MU calls at the March low. The gains got insane and I couldn’t sleep so I sold far before the 1200 peak. Unfortunately I reloaded more leaps near the top a few months ago, so while I’m up this year I’m down like 60% from this years ATH. I believe it recovers by end of year so I’m just holding. Been eyeing optoelectronics plays, I think it’s a good time to jump into some leaps with the nvidia rumors.
Everyone's arguing about AI stocks and MU just quietly went up 14% in a month on RAM. Literal RAM. My 984 line hits Monday and I'm telling my wife's boyfriend it was skill. It rejects and I'll be in the comments calling it manipulation like the rest of you. Rising floors, fading volume dips, someone with real money is loading this and it ain't me because I'm poor af
Good article but I disagree with you on your assessment of price. I believe that MU will reach a.peak in the $1500 to $2000 range. It is currently undervalued based on its impressive margins, backlog and capacity development over the next 3 to 4 years.
I just bought a share of MU so can you guys pump it now
10x would largely come from Molecular Universe adoption CEO on last earnings said analysts and investors are grossly underestimating the revenue potential of MU alone He sees it as their main revenue source in next 2-3 years But they have their other sources too, all growing!
Not at all. They reaffirmed guidance of 30-35m and showed commercial viability with battery partnerships Most importantly, they proved MU isn’t chat gpt in fancy wrapping paper. https://finance.yahoo.com/markets/stocks/articles/stonegate-updates-coverage-ses-ai-233400870.html Stonebridge reported right after earnings. Worth a read.
That’s a great average. I stumbled into this with zero DD and traded it from .3 to 1.11 and left. Then I saw NVDA comment about MU and did a ton of DD. Listened to the last 3 earnings calls. Back in HEAVY and holding for the long term, few years minimum. I’m at .71
Hahaha not at all pal. Traded it from .33 to 1.11 initially, was a nice trade. After NVDA hyped the MU I got back in. My average is .71.
Or had he just bought shares of MU or SNDK or InTC he would have made bank
well at least you didn't sell them yet. just keep trying to average down. MU will get back up there eventually. now is the time for patience
Man.. the realization when it jumps to -115% that he's actually shorting MU or something. Scary.
That's as tough a question as when to get in or get out of a stock. Sometimes, a position just ends up growing too much. Depending upon your investment philosophy, you will need to rebalance once in a while. Couple of months ago, my MU and ANET holdings grew into my 2nd and 3rd largest. Had to rebalance them.
Add MU and SNDK in the mix as well
After the week SNDK, MU and NBIS just had, Citadel once again has proven to be a formidable force and can act at a moments notice. I did read that Jane Street allegedly lost $15b backing Situational Awareness.
**BanBet Lost** — /u/callebbb (1W - 1L, 50%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $975.63 → $1020.00 | +4.5% | 1d | Lost |
i only buy shares. I bought MU at 350 then sold when it dropped to 320 then the next few weeks it shoots past 1k lmao. last couple of weeks I bought SNDK for 1200 and sold when it dropped to around 1k and now it's fucking 1600
I appreciate you hammering on the frontier models at 3:13am pst. No wonder my prompt taking so long GFYS. Calls on NVIDIA, MU, and NBIS. F u burry!
Honestly MU is a good company for the long run. It just seemed you bought at the top 😅 are you still holding?
after loosing my grandmas 150k life savings on MU. i have made 700 dollars on doordash. i am happy. calls on doordash.
Enjoy the weekend fellas and remember that in MU and SNDK we TRUST and we PUMP
What kind of portfolio manager would put 56% of the fund into SNDK and MU with tons of leverage debt? Those are subject to commodity supercycle and extremely volatile. He wasn't just sitting on large gains on them, sizable amounts were acquired recently. Why can't the investors open up their robinhood and buy MU and SNDK? Why do they need to give the money to 24 year old and share the profits with him for this garbage risk management?
If we’re using DCF as the basis, would you then recommend GOOGL and NVDA? Seems like the difference in metrics is rooted in time horizon of underlying projections; I guess consensus is forward PE is overstating MU value because the assumption is the MU earnings will crater after 2027 or 2028. How many tech investors really care about DCF typically? I guess the more active or flippant your trading strategy, the less you would concern yourself with DCF as a model?
Need a Monday update. If it’s mostly MU like OP said it’s better for now! 😂
SNDK MU hits all time high by next week
Sndk $3k Mu $2k SKHY is tough. They’re as cheap as MU but I don’t know how the ADR will trade relative to South Korea. I’ll say $250.
Yeah bro, super easy, because cyclicals cycles never end… Short MU, Space X and Tesla
Bro can’t believe I didn’t get in on SNDK and MU rally. But there’s always gonna be another chance 🤷♂️🤷♂️🤷♂️
Ive spent 15,000$ in the last two days and its still not enough to celebrate full porting MU
Bro, MU is a good company to buy in the 800s, not the 1200s lol. This memory shit cyclical. Also \~90% of your stock in MU is a quite a decision. Especially since the memory boom is temporary, when the memory pressure drops, and it will, the stocks are going to tank. No one knows when it will happen, estimates lean 2028 but still, could be any day, you need to only invest in MU if you are either very careful with the news and understand the AI supply chain, or if you are ok with losing most of the money. That being said, if you ask me MU will *likely* rally above 1200 at least one more time before the memory crash, so at this point I would just hold it and hope you see that money back.
I have gains AMA. Not from the tips here, a buddy works at MU so I bought some shares.
Heard he sold and lost like 40% on NBIS/MU shorts
I thought MU was gonna hit 1K EOD but regardless congrats to anyone who bought low on memory stocks when they tanked. I don’t have the cojones for that.
https://preview.redd.it/6eaeox75sejh1.png?width=498&format=png&auto=webp&s=8fe662f501e63173e98338f52cef613ae8367cbc So trading futures on MU \*after\* it's had a 600% run up this year. Here's some literature for you to read, and then reread: "past performance is not indicative of future results"
yeah but hes now bought a wayy larger position in both MU and Sandisk
He’s been in since like MU 100 he got liquidated by leverage I thought
Still time to pick up SNDK and MU before you guys buy the top again.
lmaooo did Leopold fomo into MU and Sandisk at the top? He belongs here
This subreddit voted for ten stocks to buy at new year and MU was one of them. Not our fault OP was too busy sucking at his job
\*Leopold Aschenbrenner’s Situational Awareness reported Q2 positions \- Top holdings: [$SNDK](https://x.com/search?q=%24SNDK&src=cashtag_click) = $5.7B [$MU](https://x.com/search?q=%24MU&src=cashtag_click)= $5.6B \- New positions: [$NBIS](https://x.com/search?q=%24NBIS&src=cashtag_click) = $1.23B [$STM](https://x.com/search?q=%24STM&src=cashtag_click) = $584.34M [$KEEL](https://x.com/search?q=%24KEEL&src=cashtag_click) = $151.83M [$VSH](https://x.com/search?q=%24VSH&src=cashtag_click) = $20.17M [$CBRS](https://x.com/search?q=%24CBRS&src=cashtag_click) = $2.21M. \- Power exposure: [$BE](https://x.com/search?q=%24BE&src=cashtag_click) = $1.9B, with calls valued at $0.04B. \-AI infrastructure: [$TSM](https://x.com/search?q=%24TSM&src=cashtag_click) = $1.3B [$CRWV](https://x.com/search?q=%24CRWV&src=cashtag_click) = $0.7B RUN IT BACK
SNDK to 2500. MU has more work to do but 1500 in its future
How’d you lose on MU they been doing up and up
Of course SNDK dropped to 900 and then recovered in 2 weeks. But I bet the time that I buy in, is the time that the memory problem is fully solved with infinite free memory, and MU/SNDK/WDC/STX all will crater to the center of the fucking earth.
Did you buy at the top? Its okay dont worry, Im an early MU and sndk bull got in both during 2025 and I still bought the sndk and mu dip aggressively. The market is very dumb about memory even though the ceo of Sndk literally told wall street their guidance missed because theyre prioritizing longterm nbm contracts instead of juicing their clients for every dollar in the short term. Even when sndk becomes $3000 it wont even be at p/e of 15. Hang on and buy more if you can.
SNDK for the short term giga pump, MU for 2027 and beyond
Pretty soon, we survived july, we didnt sell, we will be rewarded In MU and SNDK we TRUST and we PUMP
Mu moved like a snail, sndk is the real king. MU 1100 when?
MU has plenty of liquidity. I fear you don't really know how options work. His real problem is the greeks
Burry is a fucking idiot $SNDK $MU $NVDA $NBIS
Everything selloff? MU: PUMP IT
You guys: MU, DRAM, NBIS, neoclouds, whatever Me, drooling: Portillos, Cheesecake Factory, Red Robin
Kospi is closed monday ahahahah so bullish we can keep momentum with SNDK and MU
MU is stable but it just doesn’t move much anymore
MU close above 970 u piece of shit
MU opening at 1,110 Monday
because I’m holding MU
Wonder why DRAM and MU are lagging SNDK so hard
Why can’t MU have 10% days anymore?
Negative cash flow, net loss of over $11m. Almost no institutional ownership. It's a huge risk, never mind the things I already said. And MU and SNDK are massive memory plays - this is fake meat.
easy 2xers for EOY $SNDK $MU $SKHY
Bro what....I literally said the market cap is like $4M. That is why it's cheap. To your second point, you could use that same logic with MU and SNDK.
Roll these MU calls expiring Monday I sold to some fool or milk them for every last drop? 🧐
When did you even buy MU?
Why is SNDK pumping but not MU? wtf is this bs?
That’s where you’re wrong, I’ve never bought MU because it reminds me of Miizzou
MU is holding pretty wall. Next rally soon 😋
MU settling before it jumps
It's crazy he predicted an AI sector correction after a 3 years bull run and I bet your cost basis for MU is 950
I can’t believe some of you are gonna miss MU’s run up to 1600. I guess not everyone likes money
Memory is too cheap here, less than foward 15 p/e $SNDK $MU $SKHY
spy getting fucked wheras MU is up , clear way to go
Send MU red and I will never trade it again
MU, TSLA, APPL, NVDA seem to be pinned....bulls are going to get bleed to death by a thousand cuts into close
Maybe options on them because with stocksand timing the top on MU and DRAM *perfectly*, you wouldn't be down 40%