MU

No_Answer_4461

190 is the new 140 from last year, just keep averaging in until the thesis breaks. that MU play is a nice side hustle too, semis across the board have been printing.

Sufficient-Flan1565

Come on MU baby gimme a good +21.5% tomorrow. The kinda run you used to have in May

b1mm3rl1f3

$MU 30 analysts: 29 Buy. 1 Hold. 0 Sell. High $2,200. Avg PT $1,561 (+78%). Low target $1,100 (+25%). 😂

GooglySoft

I think MU is pretty much dead

jerome-yellen

DigiTimes reports that Samsung, $SKHY, and $MU have secured $38B in advance payments, deposits, and collateral tied to LTAs, giving them unusually strong pricing power and demand visibility through the end of the decade

Snoo_4496

Lol I hold MU bro, but doubt 930 tomorrow

Weak_Emu3659

do what you want. just because it's going to go up doesn't mean you're going to make money. there were a bunch of people here freaking out at the bottom a couple of weeks ago and dumped MU at $700 and lost a shit load of money.

WaitingForWaifu15

MU

lawschoolthrowaway36

AAOI reminds me of how people said MU and SDNK were already up a lot and couldn't just keep going. Sure the stock needs to breathe after big runs, and I think AAOI will stagnate for a bit close to $200 in the next few weeks. But it'll then just keep running over the next year+, and you'll feel like an idiot for thinking $140 was buying at its peak.

anotherloserhere

MU probably wouldn't have even hit 1k if the idiots weren't so overleveraged. Double edged sword

Weak_Emu3659

if you're long on memory and not overleveraged, the pullback was a good opportunity to make even more money. the selloff last month was just institutions like citadel shaking out overleveraged idiots like leopald and korea - MU would be at like $1500 right now if that didn't happen or maybe even higher.

music_is_gud

You are not the problem. MU is

Dongkey_kong

KOSPI up, MU follows the S&P. KOSPI down, MU follows KOSPI. I’m not really good at this

ScarletHarpy93

$MU range bound between 800-950 until 2028.

Indra_Sx

$MU $930+

keelem

There's no reason to trade such a large amount if you haven't proven to be profitable. The vast majority of plays are still available to a 5k, 2k, or even 1k account. While it's obviously more limiting with a smaller account (e.g. you won't have enough to trade MU) the gain/loss is still percent based and will scale.

anotherloserhere

Congratulations you dumb fuck! Your first paragraph just described how something can be irrational! And then your second paragraph shows that you don't even realise it! What you basically described in your first paragraph is a metric that value investors use. And yes, they use that term irrational when it is outside of the range, and yet somehow don't think that is what the term means because you are a dumbass. You are right on only one thing, but that is only just the word itself: >Not based on clear thought or logic but that is the word without context in a financial market sense. The logic comes from using a baseline formula and pegging to a norm, that's where "rational" comes from. If something is way outside the typical range for pe, it becomes irrational. So yes, irrational DOES mean a very unusual for a p/e, you dumb fuck. 299x is way outside a normal 30-60x forward pe Irrational investors and markets can exhibit irrational exuberance and pump a stock up, which is why a stock can see multiples higher or lower of a p/e, which is sometimes FINE but having that elevated is the DEFINITION of an irrational market. Yes, investors can believe that a company will exhibit strong growth and pump it to multiple p/e that far exceeds the normal. Logic can also say that companies in their growth phase can see double the p/e! But guess what? Being way outside of the norm is when the market is described as being irrational! Has Amazon ever seen 300x p/e ever since? I am not sure why you don't fucking understand that this other than that you are retarded. Most of the time when a stock has exhibited very abnormal p/e, it eventually comes back into the normal range, and doesn't usually stay there for long, i.e stops behaving irrationally. See the dot com bubble, or right before the 08 recession, or any company that holds extremely high or low multiples. It usually corrects itself later. Also, you are fucking dumb (if I have not iterated this enough) most of my holdings have been in SNDK, MU, and NBIS.

Staticks

My long-term portfolio has a bunch of big winners that are up huge from from I bought them 2-3 years ago. Names like NVDA, HOOD, MU, ARM, CRWD... just to name a few. I bought strong companies that produce great products, and that I had strong conviction in that they'll have huge success in the long term. You people act like buying individual stocks is the same as buying a lottery ticket, or that it's some mystifying, inscrutable, voodoo magic, that you're guaranteed to fail if you do it. It's absolutely delusional.

anotherloserhere

No, dumb fuck. Way to show that you don't know what irrational means, and that you do not understand what I am saying. What you basically described in your first paragraph is a metric that value investors use. And yes, they use that term irrational when it is outside of the range, and yet somehow don't think that is what the term means because you are a dumbass. You are right on only one thing, but that is only just the word itself: >Not based on clear thought or logic but that is the word without context in a financial market sense. The logic comes from using a baseline formula and pegging to a norm, that's where "rational" comes from. If something is way outside the typical range for pe, it becomes irrational. So yes, irrational DOES mean a very unusual for a p/e, you dumb fuck. 299x is way outside a normal 30-60x forward pe Irrational investors and markets can exhibit irrational exuberance and pump a stock up, which is why a stock can see multiples higher or lower of a p/e, which is sometimes FINE but having that elevated is the DEFINITION of an irrational market. Yes, investors can believe that a company will exhibit strong growth and pump it to multiple p/e that far exceeds the normal. Logic can also say that companies in their growth phase can see double the p/e! But guess what? Being way outside of the norm is when the market is described as being irrational! Has Amazon ever seen 300x p/e ever since? I am not sure why you don't fucking understand that this other than that you are retarded. Most of the time when a stock has exhibited very abnormal p/e, it eventually comes back into the normal range, and doesn't usually stay there for long, i.e stops behaving irrationally. See the dot com bubble, or right before the 08 recession, or any company that holds extremely high or low multiples. It usually corrects itself later. Also, you are fucking dumb (if I have not iterated this enough) most of my holdings have been in SNDK, MU, and NBIS.

Bob_the_peasant

Is that lowered price target for MU even gonna matter at this point

Kingmusk420

MU will be over 900!!

Swimming-Dingo-9695

MU won't be trading shares for another 2 hours

ifyoureadthisurfat

MU 600 EOW its over for memory

Fuck_boy3456

And MU

Fuck_boy3456

College fund is light. Put the whole house on MU

Scepticflesh

spending my son college fund on MU

Orin_n

So is MU gonna tank tomorrow because of that incident with the refund to a redditor? We can literally feed up fake news to the algorithm then, nobody cares about market manipulation anyway

Quirky-Assist-9303

MU

legible_print

Please Jesus, let Berkshire have opened a stake in MU

gizamo

Cool. My MU went from ~$50 to $1200 before retracting to $870. What was DRAMs retraction, ~30-40%. Lol. I'm sure most here got out with 3X+ gains.

hopbow

I think the important lesson of this is to remember to not bet the whole bag Like I've got 90% of my money in SPY, 9% in MU (for the FOMO) and $500 in calls on hertz because YOLO

gizamo

Fair enough. By the time I heard of it, it was damn near the top. By the time I heard of it, my MU had ~16Xed from ~$50.

DipSniper69

As long as Instagram gurus are bullish on MU, I am not touching it

verified-trader

**BanBet Lost** — /u/Subject-Fan59 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $818.16 → $940.88 | +15.0% | 1w | Lost |

AZUCSGrower

Is MU gonna pump? Maybe I’ll get dram calls tomorrow

Careless-Place-170

if you're serious you might want to hedge a bit. MU or TSM are sort of high beta VOO, it's all one trade.

drmantis_toboggan13

I know this is mostly a YOLO sub but I’ve got $50k in cash I need to get into the market. Thinking like $40k/$45k just VOO and then bet on one or two individual stocks. Thinking MU or TSM. Any other thoughts?

Dianazepam

Why even mention MU then?

verified-trader

**BanBet Lost** — /u/Just-Tangelo5667 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $818.16 → $965.43 | +18.0% | 1w | Lost |

financiallythriving

Some people on here have an MU cost basis over 200 lol

tiberiusjax

Also not added in my thesis, I assume MU HBM’s in the future to level off, and there will be a push for SNDK 3D NAND tech and HBF. Add that with KV cache and you have higher throught put per GPU. Making the value of MU less appealing.

VermicelliPuzzled502

If Nvidia can pull off the same compute with less HBM, that's not a temporary blip for MU, it's a structural shift. The market's pricing in a multi-year HBM supercycle and if that thesis cracks even a little, the forward PE compression could get ugly fast Everyone's staring at the AI demand curve but ignoring the engineering response to supply constraints. Nvidia has every reason to design memory out of the equation and that's a bet I wouldn't want to take the other side of

No_Ticket2438

You're just looking at this wrong. Memory is still a cycle, whether that cycle is supply or demand, it is still a cycle. All of the memory companies are in the process of building up more memory supply, to meet the demand. There are a million companies that need memory regardless of what Nvidia does with its chips. MU is worth way less when it is booked out through 2027 and has no ability to create any more product. MU is worth a lot more when they can make more product, and when their current bookings have been fulfilled. Analysts have spent 8+ weeks telling retail that memory is still a cycle, and it has been in a bear market for those 8 weeks. None of this matters until they fulfill their contracts, or until they can produce more memory.

RevolutionaryPhoto24

Nice trade. When you first posted I thought it’d work out differently, but the kangaroo hops will be even more profitable, I think. I’ve also been writing more long-dated puts and building risk-reversals, holding the longs and writing against them on pops and repeat on drops. Nice that IV was so compressed last week, overall, too, for closing various shorts (I trade a few concentrated positions and then satellites, only hold a few lots of MU shares and LEAPS.)

Top_Category_2526

Internet portfolio ASTS RKLB MU NBIS and SNDK

banaca4

They don't understand man they have no idea. At some point MU does massive buybacks if the price is too low and you profit a lot.

TranzitBusRouteB

Why’d you put so much into DRAM after MU, SNDK, WDC we’re already up like 300% in the past year by the time you bought them? How much further did you think they’d go?

verified-trader

**BanBet Created** ▲ | **Record:** 1W - 2L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MU** | $1000.00 (above) | $876.35 | +14.1% | Aug 16, 11:44 AM |

yourgirl696969

!banbet MU 1000 1w

_Doomer_Wojack_

I wish memory bols lose absolutely everything and MU goes back to single digits *snaps one wish willow stick*

Weak_Emu3659

Posts like this are why it keeps going down. Only until people like you are gone will it start going up again. And we need that horrible MU subreddit shut down too.

Federal-Watch

🎶  He’s regarded, I can tell by the way He’s bought puts on MU And judgin’ by the smile that’s written on his face He’s full ported tooooo 🎶 

NorthAmericanChemist

Ive held MU for like 4 years, not RIPing about anything my friend.  Yeah those thst bought in leveraged at $1,100 well they knew what they were doing

_Doomer_Wojack_

$MU going back to the $30 - $40 dollar range as soon

DantehSparda

Well, you gonna have like 30k losses probably, that is not ending well. Look, I am a bit MU hater and thought that 1k+ was retarded. But your call is ridiculous, like, it would have to still go down so much for it to expire worthless. And also I’m surprised they didnt margin call you when MU went to 1.3k, your losses must have been what like -60k? More? Dunno man, it may crash even more (impossible to know), but your strike it retardedly bad. Godspeed you.

RightCut4940

Assuming MU is still cyclical...

verified-trader

**BanBet Lost** — /u/AgitatedJump8459 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $896.85 → $950.00 | +5.9% | 3d | Lost |

verified-trader

**BanBet Lost** — /u/Ceyenne18 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▼ | $896.85 → $799.00 | -10.9% | 3d | Lost |

omegahustle

what do you mean, dram graph is almost a MU mirror graph

ZYHUA

"MU still up 170% YTD lol" but you DCA on the way up and is now negative, lmao

ZYHUA

Seeing these MU bros downvoting all bearish memory comments here is hilarious, hope it feels good and makes your bags less heavy lmao

ZYHUA

Memory bros are still alive and yapping? Means MU has plenty of room on the downside

0DTE4Me

My understanding is that they do route order flow by means of receiving PFOF and using internalization (which they conveniently stack upside and downside pressure with this to move prices as they see fit) and matching up orders in ways that personally benefit themselves as they process those orders such as suppressing or pumping stock price, I thought that clearing firms are only responsible for what happens after the MM has matched up their orders hence the reason the clearing firms were the ones to shut things down during the game store situation if I remember that correctly I might be wrong about that though, I believe that the majority of price movements are intentionally orchestrated via the parameters the algos are programmed to carry out, it’s why good earnings results frequently result in prices dropping or why semis and memory stocks have been in a downtrend starting with MU reporting good earnings, I believe that MMs and hedge funds engage in tacit collusion to intentionally make these moves happen, not because they have a meeting where they decide the prices for that day but in the sense that their algos are programmed to operate on certain parameters that aren’t always simply routing for optimal order execution but rather intentionally steering prices in ways that benefit themself, I think they crushed the memory and semi market to liquidate that hedge fund and scoop up his assets just because they knew they could and it seems to have worked, a convenient byproduct was mass liquidation of Korean retail at the same time which was just extra profit on top

dogefool88

If you like money, load MU puts on the earnings day at 3:59:30 PM, 2 weeks out

MarginCalledMom

Just remember Twitter was bullposting memory when MU was at 1200 all the way down to 700, and now they decided to flip bear when it’s recovering, found a bottom, and consolidating 😂 Jokes on you, they are accumulating will ride MU up to 1500 very soon

sleepyguy007

i was 30 in 2009. 18 in 1999. my dad who probably should be on wsb himself got me into stocks and i got my first brokerage account in 99. lost all my money by 2000 which was like $3500 of summer job earnings on shit like etoys. i at one point owned shares in va linux etc. my grandma who barely spoke english was someone i watched cnbc with during prime maria bartoromo in the 90s. lets just say being a degenerate gambler is in my blood. 2000 for me was just shit, trading sucks. my dad i think lost 400-500k i dont know the exact numbers. he was just over 40, so it definitely affected the family, my mom divorced him 20 something years later and even brought it up during their batshit crazy divorce. personally i came back and traded what savings i had by 2007-2008. probably from my highs then to lows, i had lost close to 100k and I was barely getting my career going at a random tech company where we were all fearing for our jobs watching cnbc all night in 08-09. but even then i didn't feel so bad about it, i could start over at 30. my dad still making trades, almost 70, cashed out a ton of MU gains, to buy a new house in california. he was like yeah i can buy a 1.3m house or lose it why not. he learned from the past. i've done pretty well myself, but its probably telling that i'm not unemployed for the first time in my adult life, and im thinking of de risking my trading account. its going to suck for a lot of people when this current market inevitably dies (i'd assume we dip just before mid terms, and think itll be super bad right before the 2028 election). theres too many people who feel like its safe, and its going to wreck people. it will make people avoid the markets for a decade. i'd like to think most of us on reddit are a lot better informed. i want to say being a twitter/reddit addict helped me dump a lot of stocks pre covid. as jamie dimon will say we dance until the music stops, and its still playing, but be ready and get out, because theres goign to be a whole lot of things to buy up once the crash happens. is that crash going to be from like 9000 to 5000 on the s&p in 18 months though?

TequilaTrader

Next week MU 🚀

Flat-Focus7966

MU will do 20% on a random day & blow past 1000....

Vast_Cricket

People have more faith playing with MU, SNDK which is a more sure thing than this speculative stock. I think it includes the old Twitter which will eventually disappear. Will need to hear more earning news first.

jeremyvr46

He bought MU at the top. 😂

Vlisa

I agree SKHY and MU should drop 10% Mon

Fuck_boy3456

Put the rest in MU and SNDK. Will double by end of the year trust

Fuck_boy3456

Berkshire Hathaway will disclose MU and SNDK positions Monday. Wallahi

Fuck_boy3456

If MU and SNDK don’t reach $1000 and $2000 respectively. I’ll get on IG live and strip naked

legible_print

Greg Abel is buying tons of MU for Berkshire Buffett declared in a shareholder letter that the dude is a cooz hound for memes

happyzor

I don't like writing options for MU because RV>IV

Midget_Molester10

MU breaking 1k monday

Weak_Emu3659

yeah man, MU to 2000 by end of week easy, and if not, panic sell everything at a loss, because the market is rigged.

Fuck_boy3456

The sentiments on Memory are bearish right now but make no mistake MU and SNDK will make you rich

Midget_Molester10

Yes MU and SK hynix will trade at a forward PE of 2-3

Bender1012

Yes. But max loss is defined by the spread’s width. If you go super wide like I suggested you are basically trying to have your cake and eat it too, squeezing in more contracts to have more profit. I did this on MU a couple times and it is not for the feint of heart.

EarthsYawner

Besides thinking MU and memory stocks are a value trap what are your bets

Le_pants_de_marche

☝️ As soon as I heard SNDK doing buybacks I stopped buying in. I believe they don't outright own their own fabs (joint partnership with Kioxia) so room for expansion won't be the same scale as others so they have to burn the money somehow 🤷‍♂️ I believe that's why WDC & Kioxia all got hit the hardest as they're all interlinked. MU, SAM & SKHY all ramping expansion is a good so didn't get punished as hard, main drop on the latter two is more the Korean macro IMHO.

legible_print

Holy shit he is buying MU

Samjabr

yeah, SNDK/MU pricing confuses the shit out of me. Just looking at the #s, it should be trading at $2500. But I think everyone is nervous about how long this will last before revenue dumps back down to $10 billion.

Flaccidkek

And it’s all already been priced in brotha. The market knows they can’t continue to increase memory prices forever and so MU’s growth cannot continue to accelerate. Remember they have to beat the previous quarter/years numbers and RAISE guidance in order to keep the stock price high. It’s simply unsustainable

TreGet234

MU is actually profitable and even has a low pe ratio.

JohanLiebert92

no one mentions AXTI here but it's such a crack stock, less regarded version of MU

Independent-Bag5875

MU TO 1100

Wonderful-Savings768

They killed themselves instead of working a day job at Wendy's, saving up, then betting on AMD, NVIDIA and MU. Absolute regards sold off their life at the bottom.

Altair82

MU-Gang ain't nothin to fuck with

legible_print

Holy shit this guy bought MU

legible_print

And MU

hv876

He should buy MU in loads.

Emilio___Molestevez

literally purchase $MU you fat geriatric fuck. the entire thing buy it all every single share buy the whole fucking company.

verified-trader

**BanBet Lost** — /u/neverturndownagain (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $899.43 → $970.00 | +7.8% | 1d | Lost |

Jacobpapi

So peace and love? No new threats? MU to 1200 monday?

Fuck_boy3456

MU $1300 and SNDK $2000 by the end of August. Mark my words. Ishallah

Fuck_boy3456

MU and SNDK trust

Fuck_boy3456

Buy SNDK and MU dip. You’ll thank me later