Reddit Posts
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
MU call $1100, bought at round 1000, exp sept 18
SKHynix --- If it pulls back and touches the EMA250, that would mean a 60% retracement from the high
Micron's entire bull narrative for the past year was only US listed AI memory stock now SK Hynix just listed on Friday
SK Hynix opened 14% above IPO price Friday, Micron is up 200% this year,seems like memory trade still has legs.
I’m still holding storage names, and Monday might get interesting with SKHY
The next memory trade is still the memory trade (receipts from one year ago included)
SKHYV brought attention back to storage, but SNDK is what I’m really watching
SUNB - MU CHADS WHO ARE NOW DROWNING IN TENDIES: STOP YOLOING MEMES AND LISTEN UP. SUNBELT RENTALS JUST IPO'D AND IS PRIMED TO FUCKING PRINT
Are semiconductor shares still a good investment, or too much growth is already priced in?
Semiconductors semi-conducted me into wealth. 💾⚡”
A warning on how a stock hobby can progress
Anyone watching the $MU open tomorrow with the SK Hynix listing?
Hands down, MSFT is the worst fucking investment I have ever owned
Made 12k in one hour trading MU calls and puts
MU stock: bag holders are being created in real time
I don’t really care if MU turns green for five minutes anymore
the only actual edge I have to find early stocks
BofA revised hyperscaler capex to $2T+ through 2028 and chip stocks are about to get their real test
AVGO is the only stock I've seen on Robinhood with a 5 ⭐ rating & a fair value 2x its current price
Put most of my (20) life’s savings into Aerospace Defence (XAD, LMT,RTX), and now MU since recent blatant corruption
YOLO on aerospace defence and MU since the trump announcement and dip. I’ve put away 25k in savings at 20 and idk if I’m r worded or not
Memory selloff today: MU -5%, SanDisk -12% — overreaction or start of a downturn?
besides myself, is anyone else concerned that micron is now considered a value play?
SK hynix hits the Nasdaq July 10 and everyone's treating it like just another memory stock?
MU puts bought in large size 7/2/26. SMH puts 7/6. Will Apple receive approval to buy chinese memory chips? If yes that would explain
Well... the memory stocks are making last week's debate a little more interesting
Well... the memory stocks are making last week's debate a little more interesting
I have currently sold all my stocks and have $1.2 million in cash on hand. I would like to purchase a new batch of stocks to hold for the lo
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
Tech stocks to the moon or down the hell?
Leverage in South Korean chip stocks is out of control
shorting $MU: The AI bubble is a fruit
I’m more confused by yesterday’s sell-off than the earnings
Why "Mixture of Experts" architecture is the ultimate bull case for memory demand
If your portfolio is red today, don't assume something broke.
thanks for showing SLS, and how to use Reddit to find the next take-off
Hey Reddit outside of MU and the storage names, what's your highest conviction pick for the year ahead?
MU's Q3 wasn't just "good earnings." The HBM numbers change the thesis entirely.
We should go for Del Monte (FDP). F the memory shortage. Real problem is honeydew shortage.
Review of last week: AI remains the main theme, but the market has become selective
Short-term SNDK options trade breakdown (earnings-driven setup)
Risked 20k on 0DTE MU calls just to break even and it worked (6/26)
WEN got the momentum. MU had strong earnings. So… what’s next? 👀
I believe an AI/semiconductor run-up to earnings strategy will yield gains
I ain’t selling until MU is 3 dollars again. Yesterday's dip don’t scared me.
I ain’t selling until MU is 2000. Today dip don’t scared me.
Imagine being the PM of that -59% position on MU
Korean markets triggered 2 circuit breakers this week, 1 after incredible MU earnings. Is this cause for concern?
Korean markets triggered 2 circuit breakers this week, 1 after incredible MU earnings. Is this cause for concern?
Korean markets 2 circuit breakers this week, 1 after incredible MU earnings. Is this cause for concern?
Why shouldn't individual stocks make up most of my portfolio if the goal is to accumulate wealth?
Tokens commodifying *increases* not decreases demand for inference and *increases* revenue for AI chip makers
MU stellar earnings = SOXX ⬇️ MSFT & AAPL bad news = MAGS ⬆️
MU pulled back today, and I’m actually more interested in seeing how it holds/supports here.
MU update – monster rally, cooling overnight
USG blocking frontier models - and the impact on compute revenue being surprisingly positive? My thesis:
Micron crushed earnings and dragged the whole chip sector green, but is this enough to save the broader tape?
Zoom the fuck out it’s a massive quantum network
Hyperscalers are implementing techniques that could compress memory usage by up to 40x
Mentions
Imagine owning SNDK, MU, RKLB, ASTS & NBIS. My asshole needs PTSD therapy.
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **MU** ▼ | $400.00 (below) | $937.52 | $929.67 | -57.3% | Aug 7, 2:10 AM |
Bought the top of the bounce end of last week or during the drop prior? MU just got 3x weekly OPEX instead of the single Friday OPEX. Its going to start trading a little different now I imagine. More erratic, more sudden sharp moves, more pins, more huge trend days from gamma squeezes…but all more unpredictable than before. Prior to this I was fully expecting at least one test under 900, that already occurred. Its honestly now sitting in a decision zone and seems to be waiting on a larger market trigger. An overall market pull back can send it into the 700’s again. A market rally could send it back over 1000. The fact it hasnt gone back under 900 yet is promising and there are a decent amount of puts at and under 900 to potentially support it once more if it does. But all and all, I dont know, I was and still am planning to sell more put spreads under 900 if it happens again, will yolo 700’s no doubt. I imagine it will race back to ATH’s once more just because thats what the markets have been doing but I wont be buying calls.
I would laugh but i lost all my money on MU calls 💀
I bought a lot of MU at 1060. Absolutely top blasted it thinking that was the dip. Idk if all the FUD is real about the earnings rolling over and the memory cycle peaking. Should I sell? Or should I hold? I’m 50/50 on we will see this at 1300 by end of month or 600…
why tf isn’t MU pumping? high rates don’t matter or high quality companies
In my opinion MU should be worth $3000 and SNDK $5000. I’m glad I can share my opinion
$NVDA $MU $SMH Semi has Zero impact by war, next 2 years. They got helium from last 30 days opening for 2 years supply.
Well somehow made money today. Was down bad on MU. Scalping may be just the best thing
$NVDA how many make 250 Billion revenue per annum $MU. 166 Billion annual revenue now Both of them nothing to do with Hormuz war
OP is probably talking about semiconductor stocks. INTC, MU, AMD, NVDA, etc. are all ~5% down today. SNDK is down 13% now. INTC, MU and SNDK are down ~25% from peak. Lol. Classic.
Damn, MU, least let us have cheap ram
Micron left the consumer market early this year. The consumer segment comprises a small amount of these companies sales now because retail customers are price sensitive and mostly use it for gaming, 3D modeling or simulations (usually developers), meaning quantity is capped by population. AI and data servers on the other hand are not. These are the bulk of sales (hyperscaler datacenters and cloud), for which you will not see prices for on retail websites. Every memory producer, from Samsung, to SK Hynix, MU, and even long term memory like Samsung, SNDK, WDC, and Seagate, are expecting ~20% price increases in q3, and more in q4.
MU calls for the overnight gap up too obvious?
The reason I know you're wrong is I just bought MU calls.
AVGO is $1.8T, MU is $1T What a joke!
Thought MU getting obliterated, but then saw SNDK. Holy shit.
samsung did 19x yoy EPS and was massively and violently sold off. Same with MU. Doesnt matter what they report, they will get sold off regardless
why dont we print more money then just give it to MU??
I am 80% AI and semi plays. I do want to cut some stuffs out, but not the top semi companies. I have entered into several small positions that were all companies with no P/E. Should have known better. Sticking with my $MU $LRCX $VRT $ALAB which are big payback positions. Can't do it today, though. Need to wait for recovery of some sort.
MU and SNDK can't even break last week lows
MU get your ass down to 915
MU bros died like our boy marty 6 years ago
Waiting for MU to give up this attempt at 930 and fall back to daily lows
Keep calm and load MU calls
I bought MU at $335 and sold at $700. Made a bunch but jumped into the DRAM ETF with a tiny amount so I don’t feel left out. Could go to $0 and it would change nothing for me.
Gonna full port into MU tomorrow for an intraday trade. Just letting you guys know.
I saw this coming & sold all my MU/SNDK a few days ago (didnt sell anything else in my portfolio as I was only expecting these two to really tank), feeling pretty pleased with myself rn lol
Compared 1 month chart of MU -5.34% vs SKHynix -14.19% vs Samsung -21.09%. Are Koreans renouncing their citizenship en masse?
Buy MU on the dip or is it a falling knife at this point?
Hard to believe my perfectly balanced and diversified portfolio made of 50% MU and 50% SNDK is suffering so much today.
MU going below 900 before open tomorrow
Can we just go back to this time where AMD, MU, ASTS and other random stocks just mooned every day? I don't like playing on hard mode
MU earnings: Revenue beat, EPS beats, future guidance good >next day: MU $1200 >1 week later: MU $920
I’m expecting a huge MU dump into end of day
I have so much capital locked in MU at close to 1200. Can't play with anything until they finally rise please...
Watch MU snooze at 900-950 till mag7 capex
Well WMT tried to keep me Green today, the MU and ORCL bags just to heavy.
bought MU and ORCL dip i must be a sadist 😭
Today at 3PM we will be having a celebration of life for my MU calls at Hope Memorial downtown I'd appreciate anyone that could make it 🙏
I bought the MU dip, V to 980 please.
When did MU get monday and wednesday exps
MU will never see above $1000 again. Kinda crazy
I once again told y’all to get MU puts shits printing
The moment I go bear on MU it goes up but when I go bull it goes down what the fuck is going on
The bear cases for MU are pretty solid: 1.) DRAM is highly cyclical. Eventually demand will be met, there will be a glut of supply, and prices will crater until the next DRAM cycle whenever DDR6 matures. 2.) Any new techniques that improve efficiency of memory use in inference pose a non-negligible risk to sales.
NVDA gonna catch up to MU at this rate
$MU Samsung and HK Hynix sold out memory until 2028. HBM memory demand still very high, $MUU, $KORU, $DRAM
using my MU profits from the previous month to buy puts on MU
Just sold my MU and SNDK calls at a loss and switch to puts. Fuck memory stocks this shit is a scam. Get fukt bols.
Grab you some more MU puts on any pumps and thank me later
it's almost like sndk moves more in both directions than MU
Don't be a fake ber when MU goes to 700s, full port leaps, retire early! Thanks for attention on this matter
In case some havent noticed AMD and MU have 0dte options now
Where did all the MU people go? Ghost town
MU cannot go below 900 as evidenced twice last week and once today
MU is closer to 500 than 2000
if $MU up during USA hours: $MU -6% overnight if $MU down during USA hours: $MU -8% overnight
Let’s see MU drop under 900 today thanks
MU you cold-shrinking ballsack
MU? how about you FIGMA some nutz
Told you all to buy MU puts while it was at 940
honestly the best free approach is just following the IR pages and earnings calendars for the upstream suppliers/partners. for MU specifically you'd want ASML, TSM, SKH on your watchlist since their results move the whole memory space. google finance and seeking alpha both let you set up watchlists with news alerts. subreddit alerts (via reddit or third party) for the main tickers help too. takes like 30 mins to set up and you stop relying on luck. But if you are lazy and want all catalysts at one place chack my bio i have built a tool just for that, i hope mods wont take me behind the barn for the plug :D
Grab your MU puts while they are still cheap
Damn if u bought MU calls you’re getting giga fuked
Holy fuck are MU option premiums collapsing wtf is this
the day MU fails to bounce over 900 by EOD is the day wsb has another mass extinction event
theres no WAY in HELL that MU goes green today after i sell at 908. NO WAY
BREAKING: US GOV to buy MU with 20% Hormuz shipping tax
I feel like if you buy MU calls you are used to this
Wow today has been insaneee. Is MU still a buy?
Pour one out by those that were shaken out of their MU calls this morning
A lot of buying action on MU at the moment.
MU climbing like it unlearned how to go down
MU going to dump back to 910
Thanks for explaining bro. It did help tons. I was up huge from an MU leap but sold it. Not I’m just trying to trade these memory stocks until they dry up.
If MU crosses 1000 today, I’ll stop touching by myself at night forever
yall acting like MU is 1200 again and i check and its down 4%
I nominate myself as head of the guardians of the strait of hormuz, may you fellow regards join me into safeguarding the passage? You will be paid in MU shares
Doubled down on MU 940p 0dte
yall always saying SNDK outperforms MU. but look its down ttwice as much
MU absolutely GUNNING to end green
That works as long as you’re tracking total account risk, not just mentally moving money between trades. Using gains to widen the stop is fine, but don’t let it turn into house money logic. If the setup is still valid, give it room. If MU loses the level, take the hit and keep the win from the put protected
One of the few days where MU does better than SNDK
Thank you S. Korea for unloading your overleveraged bags cheaply. It's only right that Americans own MU while your corrupt family businesses go bankrupt.
Don't worry guys, MU is just shaking off weak hands. I'm sure it will rebound by 50% once it goes down to $300.
MU looking dumpy now hopefully not