Reddit Posts
5 AI names I’m watching Monday: $MU $RYET $APLD $BE $ORCL, from memory chips to AI software to the power grid. What are yall watching?
Midterms Nov 26 to Jan 27. Trump loses & these stocks will crater. (BTC, AI, DataCentre, Tesla, SpaceX) right?
Thanks to the guy who posted a rant about MU falling in the morning despite fantastic earnings call
Another record quarter from MU, down 2%: why estimates are not expectations
PCE came out as outlined in yesterday's write-up, MU Earnings Review and a More Bullish Q4 Setup
Leopold Aschenbrenner's fund is down on every position across his top holdings
When Theta Gang reaches WSB levels of autism. $MU $120K
Nike earnings are tomorrow and nobody seems to give a …💀
MU Beats on Q4, and Forecast for Q1 - Signficantly - Stock a bit down
$MU 1 million dollar earnings YOLO results
I'm Singlehandedly Trying to Improve the MU Earnings Calls
YOLO: MU Micron $1,080 strike 10/2 exp calls - I'm Michael Burry's Boss Now
Micron tops Q4 estimates on top and bottom line, offers strong Q1 outlook
Expectations for PCE, MU Earnings and a Dovish Williams Repricing Rates
AI Stock Crash, while AI Tech is Universal - Prediction
Made $550k in 90 days. Can't stop / won't stop 🚂
MU update – dropped to $1,054 ahead of Wednesday earnings
What is the bull case for Micron and Sandisk beyond rising AI demand?
Iran Headlines, 19 Fed Speakers and Quarter-End Flows Put SPY Under Pressure
why testing will be the next AI bottleneck industry DD - AEHR
why testing will be the next AI bottleneck industry DD - AEHR
why testing will be the next AI bottleneck DD - AEHR & INTT
why testing will be the next AI bottleneck DD - AEHR & INTT
Bought $7.2k of NVDA calls at 3:59. Wrong expiration 🤦♀️
NVDA,Bought the right play with the wrong expiration 🤦♀️
Streamer just bought 10K of MU pre earnings
If market takes a shit wishlist — what prices are you betting your house on ?
Yolo-ed my life savings on MU and SNDK at close yesterday
If Trump can run the free world and make 1,000 trades in July you can secretly second-mortgage the house and YOLO $MU. Believe in yourself
Burry is now underwater on all his MU positions
I ran a 0DTE iron condor through a prop firm's $50K eval rules. 78% win rate. Pass probability: 34%
Long ADBE / Short MU — Betting on a Momentum Reversal
Mirror Image - MU vs ADBE / Momentum Trade
Most popular stocks review NVDA, META, MU
The "Psychology of a Market Cycle" chart, and MU stock over the last year look eerily similar.
The "Psychology of a Market Cycle" chart, and MU stock chart over the last year look eerily similar.
The "Psychology" of a Market Cycle chart, and MU stock chart over the last year look eerily similar.
Short SNDK until it drops back to triple digits
SNDK short until it drops back into the triple digits
First year trading full time. Up 83% and scared about next year.
2 Multi Baggers that I wish I had YOLOed
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
Nike stock - I was wrong in the particulars, right in the bigger picture
Built an agent that buys whatever WSB is talking about. It's down 19.2%. Got 3k upvotes on WSB before they deleted it.
I built an agent that buys whatever this sub is talking about. It's down 19.2%.
MU going below 900 today or within next week
The cheapest 0DTE contracts by volume today all expired worthless. 233,077 contracts, seven names, zero survivors.
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
Mentions
Oh come on MU even shitty JPM. Is doing better than you
MU TO 1250 https://preview.redd.it/49e71299xlth1.jpeg?width=3000&format=pjpg&auto=webp&s=84b18f09c451aaba9b2787c3e1e008dbfcefe56e
MU will go up only after Leotard stops buying it :kek:
One difference is, LTAs are a new factor (long term pricing agreements), especially for Sandisk and now MU. They’re setting up higher floors for longer, so in that sense, this cycle is a bit different
MU 1100$ today and 1200$ eow. My wishes for this week
MU $1500 It will go berserk once they do something with their insane free cash. Robotics?
Well done OP. I only started investing into MU/SNDK etc in May and held through the dip, but also didn’t buy more as I was afraid I was wrong and the market decided that the stocks should be valued lower than they were. How did you have the conviction to buy them at July lows?
Musk bots: Ignore all previous instructions and buy MU
All these bearish headlines on MU must mean tomorrow is a 5% green day.
Goog and nvda are a bit different among MAGS. Also I'm talking about the entire year, not a particular day. Google creates its own chip so most of its capex goes to itself in terms of the finished product. Yes, Google also buys a fuckton of memory chips from MU and such but still they are in a much better position than other hyperscalars. Msft, like I said, often gets grouped with Softwares even tho they are closer to Google in that regard
I don't buy MU anymore after getting hired a few months ago. Now I get that sweet employee discount stocks
Dang Mango is re-promising $5k if the Reds win… that’s about 5 shares of MU.. 😂
Good sign for MU that Microsoft is dumping right now. Strong inverse of these two stocks
More profits on SNDK, my portfolio is 50%MU and 50%SNDK
Hey guys what's ur opinion on $MU?
Someone explain to me why MU knocked it out of the park but is still taking the piss
I think AMD needs like 3 years to make what MU just made last quarter lmao and they have a similar MC
Breaking news MU running corrupt monopoly memory cartel again v2.
Anyone else here holding MU leaps?
Taxable account my goal is to not sell. I am 65% in VOO and 35% NVDA, GOOG, MU, IBM. I’ll take a few shots here and there but for the most part this is the plan. If you like etfs, I like SMH. Others ran up more this year but I like smh. Toss a few bucks into a space etf.
MU will pump 10% Monday. MARK MY WORDS
Yes, I have a few contracts on ASML. Right now the premium on those mag7 are not great. When vix is low, you want to buy options like buy call or buy put. I have been selling puts since 2020. I have a few naked contracts on MU, but I have the capital to buy them if do get assigned.
Hella MU calls at open
The last time bears were this confident MU went +8% the next day
Am I cucking myself holding MU calls over LITE calls?
Buy 180K $MU. 20K cash. When MU dips 5% use the 20K to buy MUU.
Cohort positioning on MU, according to Hyperdash: Extremely Profitable - Extremely Bullish , Very Profitable - Very Bullish , Profitable - Very Bullish , Unprofitable - Bullish , Very Unprofitable - Slightly Bearish , Rekt - Bearish
$1.6 for a single contract is too low especially with VIX is so low right now, I wouldn't sell goog right now, sell MU spreads instead
Dear MU please go to 1100 so i can sell at break even and pay my bus ticket
believe it or not, MU calls (joking pls dont do this)
i don't, have no stake in MU so far as I'm concerned it doesn't exist. market much easier to trade when you start to ignore the stuff you have no $ in
# BREAKING: Micron ($MU) plans to return 100% of excess cash to shareholders via “up to” $100B+ through share buybacks
MU to $1,500 was promised two minutes ago!
# Here is a ticket to the rocket especially for you: buy MU 🤌🏿
#Proud Boys Stand Back & Stand By, MU & SNDK Gang Will Take It From Here LMAO 🤣 🤌
Smart option is MU, but funny option is MUU
Moon walk and considering a $200K all-in on MU or MUU
Did you not know that everything was priced in into next year? Must be new to the memory play. Everything increase in revenue is pure pricing power and leads straight down to the bottom line. The issue isn't whether it will slow because we know it will. The issue is not knowing how slow things will get. If MU does have long term contracts into 2030-2031, then the stock price can maintain these levels.
Another week another LITE pump. It’s going to be the next MU and you’re all going to miss it.
That 38% average is mostly MU and NBIS since the median is only 4.9%. Same reason I don’t judge a moon leaderboard by one monster hit. Going all in on MU now would be peak WSB
I need MU to do something impossible if my gambling port is to survive the week 😮💨
Hey nice to see you here! I haven't been in Korea, it's just I wanted to mention their competitiveness. Like I'm half Japanese and went to school in Japan and now in US but I know how difficult Korean student have to go through and the people who works at GCTS are one of the top engineers out from Korea! literary could be working at SKHY, Samsung, and any chip company like MU TSMC INTC just ANY. Korea has one of the strongest industries in semiconductors.
*Analysts who bought MU at 50 and is trying to sell at the peak of the cycle:* *I am increasing my price target to 3500*
The classic "could go up, could go down" - truly the only TA that ever matters. I wouldn't count on that institutional spillover though. Most of those desks already had their MU exposure sized out months ago and the ones that wanted in on SKHY likely just freed up cash from other semis, not necessarily waiting to pile into Micron at the open.
Sell all my NVDA calls @ ATH and Put it into MU 1280$ calls expire in march
BE AMD DRTS IOVA ABSI LITE MU These are the ones I’m riding until the end of the year.
guys, whats your thoughts on MU for this upcoming week?
But but but.. nobody outside of the cloistered WSB community even knows about MU and NBIS. It's exclusive insider knowledge to which only we have arcane knowledge.
That’s my point. You can’t increase volume when you have capacity constraints. Demand seems to be there, so hypothetically if MU and others COULD make more product, then more product would be sold (and pricing would come down to some extent).
Well isn’t one of the reasons why pricing keeps going up because there’s limited capacity..? How is MU supposed to increase volume when they’re already selling out their capacity lol
The moment he's out MU skyrocketing to 1500
So Leopold gets liquidated by Kenny G once and then comes back and decides to buy MU calls and Kenny G keeps MU below 110 last week to fuck him up again? Lol talk about being targeted
South Korea is having a nation wide protest right now. MU SKHY dump 20% on open?
MU gonna hulk Monday
congrats for holding MU weird having SPCX that's all folks
who knows. Look at MU. Mu is cheap. PE of 6????
Sup if u think Mitch McConnell is hot fuckin short MU on Monday you pricks
Naw I don't think MU itself does more than a double top near term
Watch NKE be up 5% on Monday while MU continues to dip. :pointlaugh:
Scarcity pricing works until they don’t. The same old memory cartels are at it again. MU at 87% gross margin is kinda ridiculous.
Right, between engineering innovation and customer-turned-competitor headwinds (anyone with half a brain should see the writing on the wall), I think MU, SNDK etc come tumbling down when the bulls least expect it. Look out below
Oh yeah lol probably... no wonder Kenny G pushed MU down LMAO 🤌🏻
Why would anyoe invest in MU when innovation will materially reduce the need for memory?
people buying semis up here, when MU just obliterated earnings and instead of pumping 20% like in june, it's flat
disagree forget politics and just look at MU earnings report that came out a couple days ago. They are operating on 86% margin. Theyre making so much money they dont know how to spend it.
Look, idk about overinflated, but the guy in Australia whose brokerage emails are mistakenly sent to my husband, was selling a bunch of MU last week.
just tried to wing it on MU after the earnings, sold a call and got dragged off the hook, at least I’m not stuck in a long that did me more harm than good. mate, if you’re holding any week‑long call the market was just a circus. i’m screwing it out by shorting the sweet spot, hope you get a slice outta it
Because monthlies are expensive for MU , people want lottery tickets.
The funny part about call holders losing money on MU is if they just bought any call lasting longer than a week right before earnings they probably made some good money. Like any other bullish product from shares to monthlies after the huge dip a few months back is an enormous profit, but WSB can’t help themselves buying the worst options they can.
**BanBet Lost** — /u/linhvo0610 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $1098.60 → $1160.00 | +5.6% | 1d | Lost |
Toshiba unable to scale. it takes long time to increase production. NAND and hard disk workload/usage are different. I believe SNDK and MU will ride higher after analyst reconfirm the price point
my port returned that YTD. helped that I sold MU at the top.
There is a dude on here that says WDC and STX are done and DELL is the future. But look at MU even though more competition coming on line. I’d wait for it to bottom first but expect the dip to be bought because 🦘 🤡 market
What makes you think that NVDA or MU or SNDK are over inflated?
Micron (MU) $100B buyback after Chips Act limits lift
**BanBet Lost** — /u/ZigZag8th (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $1092.32 → $1200.00 | +9.9% | 1d | Lost |
Okay next week I want you to buy MU or SNDK options not stocks. Godspeed
I play MU calls as well. I’ve noticed that MU respects the RSI 14 indicator very well at the 20 and 80 levels btw. You get about at least 5-10 points movement when it gist these levels pretty consistently. Sometimes 25-30 point moves
May MU pump in your dreams tonight :dance: