MU

banaca4

Check the p/e of MU until 2030 and see where your comment is wrong

Puzzleheaded-Net-273

Yep, bought tons of XOM during Covid. Stock holder since 2009, dripping all shares. Sold all 706 shares at $166.69 this year and bought lots of MU and MSFT at bargain prices during a pullback. Recently purchased CVX instead of buying more of XOM back due to their great yeild and projected higher PT. I am addicted to owning the oils and oil service stocks I guess!

steady_compounder

I think the cleanest answer is that MU can still be a good company and a bad stock for a while if the market thinks memory pricing is closer to peaking than the current numbers imply. That is why these names feel impossible in real time. You are not just betting on earnings, you are betting on where the cycle will be a few quarters before the headlines catch up.

PopoDontKnow

You dont know much on MU i guess. Overproduce??? By when 2030?

Upstairs_Whole_580

What'd you buy at? I told my Uncle to get in at 500... and then wait and buy SKHY at in anither quarter when Rubin starts shipping(that's when SKHY has the ability to raise the price on HBM). He bought 2,000 shares at 980 and then bought SKHY at 170 on the day of the ADP... Now he's asking when it'll go up... and I have to tell him when Rubin is fully rampin, then I think SKHY could go to 300 and MU could go to 1500 or higher... He didn't listen.

PopoDontKnow

Yeah cause they bet on crap, on emotion, or dont invest. MU is none of those things. We've never seen pricing increase like this ever, across any product. Its not a bubble - people aren't buying it to speculate om DRAM. They're buying it because the data centres and AI need it.

PopoDontKnow

CSCO, a cyclical infrastructure play, traded at 200x earnings at the peak. That's like MU trading at $30,000+. And sure it fell 80% but that still above MUs valuation today.

EngineeringPerfect50

I slightly disagree there. Kimi 3 and deepseek’s open source models are commoditizing models. If everyone can use opus grade model at a friction of the cost, which is also a friction of the cost of hiring a human, there is no reason to not use AI. This means a huge demand to model serving and model hardware, which is good for MU

PopoDontKnow

MU is actually an earnings machine. It made a ton of money in last decade but market forces it cheap because its cyclical. Earnings keep growing every five years, but it trades cheap.

monkies77

Just 2 months ago any thread critiquing MU was laughed at. The typical "you just don't get valuation" or "any dip is a buy " and the infamous "This time is different. " I'll bet if you look up 90% of these yahoos they also perfectly timed the top and now laughing at bagholdets because "it's obvious it would go down. " This thing got slammed while everyone on reddit was jumping in and now you want to ask this same crew....

avsfan0829

MU looks good around 500

SportsNFoodJunkie

I set a 15-20% trail stop loss for MU because I wanted to sell over $1000 no matter what. And it executed and has been diving since. So I’m happy about that sale lol. Rest I hold still.

Agile_Cicada_1523

The sms from fidelity- Fidelity Investments Alerts OPTIONS SYMBOL: MU260717P915 PUT (MU) MICRON TECHNOLOGY JUL 17 26 $915 (100 SHS) PUT CONTRACTS: 1 contracts Date: 07/18/2026

grantresolve

MU bagholders right now (including me)

RevolutionaryPhoto24

lol. I really like legging into short strangles on MU, but my deltas were a mess bc I was writing various puts through the dip of the dip of the dip recently. Good news is those contracts decay crazy fast.

patmccock86

MU might open at $500 on Monday, fastest trillion dollar blow up in history

donkeybray

Can we repeat the MU bull trap again on Monday? It's better to watch the price go up even for a while than constantly drilling.

XLGrandma

i will take the bait.....the space is highly competitive and gains are mainly on price hikes and future orders that can be cancelled. whats to stop NVDA from building their own SSDs and Memory and taking them out down the road? MU cant suddenly get into the high end GPU game. its a big company at a cheap valuation relative to other AI names with a lot to live up to.

XLGrandma

hes just saying that MU has no competitive moat so whats the growth story beyond the recent influx. a one year bump is cool but where does it go from there.

Skyllusion7

Why AMD and MU specifically and not the entire AI ecosystem

trolception

This is actually interesting disparity. MU for example has the lowest analyst price target at 1100 and highest at 2200 while stock price has dropped to 800. That big difference was caused by the recent drop. So many ways to think about it. Analysts just pumping the stock to offload to retail? Analysts not taking sentiment into account? Price targets given by analysts have no significance on decisions made by real investors who buy and sell the stock? Nobody really knows how to price these stocks which also explains this insane volatility?

Wide-Contribution-29

I mean what I don’t get is why SNDK pumped 4-5 more than MU or any of the other memory stocks. Nothing really justified. It’s up over 3000% over one year, while MU is 630% and the rest of the stocks average around 550% At roughly the same rate, SNDK should be valued around $370-300, maybe more for a NAND and spin off premium

kmouratidis

I'm proud to announce that ~0.0000000001% of Nvidia's and MU's earnings this quarter came from me. I'll use this insider info to bet on a quadruple beat for both of them.

kmouratidis

I'm proud to announce that ~0.0000000001% of Nvidia's and MU's earnings this quarter came from me. I'll use this insider info to bet about a quadruple beat.

SegmentedWolf

I placed a buy order for 25 shares of MU stock for $100 I'd probably think I was either out of my mind or dead for that order to be filled. It'd make for an unbelievable story so my silly buy order remains.

CarRamRob

It truly is a drop in the bucket. 401ks contribute about 500 Billion every year. That’s just one MU rocket ship gain this year. If that falters, all that buying does nothing.

scottie6384

Even though it doesn’t affect market cap, I think MU should do a big forward split.

gamersEmpire

GOOG reports heavy capex, dumps, MU and AMD goes to the moon, mark my words.

MakeOSUGreatAgain63

Idk boys I keep going back and fourth on MU and SNDK recovering Basic TA shows MU has strong likelihood of hitting $550-$600 if these upcoming earnings don’t save it. Thats the strongest support. But we also have midterms. As more time passes, more chances these companies get more efficient. We may have 1 last big pump left before midterms but after that Bag7 will recover

jdfan51

MU gonna squeeze the shorts that really think capex is slowing down  

Weak_Emu3659

Well they're right about one thing, MU will reach $500 again...after a 20-1 stock split.

Emilio___Molestevez

probably just put half my $MU profits back into $MU because I don't have that many other good ideas

SanDisk_Made_Me_Rich

Polls on who's holding & who sold Micron & SanDisk, and if they're making a profit or at a loss https://www.reddit.com/r/MU_Stock/s/JifZJ09Trw https://www.reddit.com/r/SNDK_Stock/s/UAIr6BGAIL

Ok_Location7677

I’m actually trying to decide my next move as well. I think going short on MU is definitely a great play. But the caveat is the manip currently taking place. Makes it extremely difficult to know exactly when the house of cards comes tumbling down. The good news on the short is that more and more citizens are making their voices heard and so far I’ve seen 6 instances of outright moratoriums or significant reduction in the size of a data center due to extreme push back. No one is lining up to have these built anywhere near them. I think a long position on oil is inevitable for me due to the crack spread (great research topic for yourself if you don’t know what it is yet). But in the end, when everything falls about, your best bet is to park yourself with a company like Proctor and Gamble. Been in the index everyday since 1930, reliable dividends and a good 5-10 percent return. 

BottleInevitable7278

The real problem is the supply shortage, which is expected to last for several years, naturally driving prices up. Even if capital expenditure (CAPEX) growth eventually flattens out, prices and earnings could still rise significantly for companies like SNDK or MU. Furthermore, China is years behind in this technology, and while other global competitors will continue to improve, China is highly likely to face strict US export controls. In fact, many US politicians are already pushing for these exact restrictions.

Honest_Bruh

So funny 2 weeks ago people were saying MU to $2000, AMD to $1000

Bull_Bound_Co

If every retail trader sold their MU position it would drop a few points. 

Weak_Emu3659

[https://www.reddit.com/r/valve/comments/1v00wq4/valve\_says\_ram\_prices\_are\_lagging\_and\_will\_only/](https://www.reddit.com/r/valve/comments/1v00wq4/valve_says_ram_prices_are_lagging_and_will_only/) Keep panic selling MU bros, if you don't want to be a millionaire, it's your life.

Babyfat101

Have you read all the comments to the other 100 MU posts in the last week? BLOCK.

Concept-Plastic

Last time this war shit was happening, MU was making new highs daily!

myjumboloanapp

Just let the chinese ram in and crash MU already. I tired of getting scalped over memory

Feedthemcake

And now he’s ripping Pokémon’s and saying MU to 2k!!

avsfan0829

MU down 5% on hyperliquid Circuit breakers monday

Lundhlol

If MU hits 100 dollars, some guy can literally just buy up the company and make a profit from the assets and cash holdings lmao.

Even-Square-6246

Can MU do a magical uno 40% upside next week pls by Friday and I will sell I promise

Shoty6966-_-

Grandpa what did you do for work? Grandson, I YOLO’d 15k on an out of the money MU 0dte call at 25

CookieAcceptable1721

There was no profit ever since I bought this call. MU has been down since then

Odd-Block-2998

When MU was $1,250, media said $2,000 was coming. When MU is $850 now, media says $250 is coming. We have been played.

cucci_mane1

MU $2K call.. That shit is going to zero. Id cut my loss now.

AdministrativeKale75

Price target range on MU is around 1200ish very low and 1600 sound about right. Sitting buy. Just waiting for the bottom to get back in it. Might have already hit bottom but I'm thinking it might drop more 500-600 first. Thoughts?

Disastrous-Fun-2958

Nailed it. At least that is what I was thinking at this point, too. IMO MU’s announcement of capacity expansion in parallel with SKHY, etc. looks like what accelerated the pullback. While I still believe stock multiples are way too low for the memory leaders right now (MU & SNDK) & am betting on a mid-term re-pump in stock price, the co’s are NOT making the case for long-term stock valuations. Building more capacity is something their customers are screaming for, but it sure doesn’t help investors like me who want to break cyclicality due to commoditization.

Ok_Shirt3792

maybe they want to buy MU dip ?

Virtual_Secretary_98

Not at current valuations when the bubble pops. MU should be 60% lower and Nvidia about 30% lower.

Summerdaysengineer

MU and NVDA tbh

Flaccid_bizzzkit69

Tough play. I like MU but the memory chip cycle does not seem like something o can stomach.

version-two

I mean probably? Idk it dumped hard and I bought at like $225, not sure where it is now - already exited my position when it hit $235 but that’s bc I was rotating back into MU/semi’s so that I could sit comfortably in a -35% position 🙃🤪😑

darkwater931

Customers had no leverage this time and Microns 10Q and 10K's report this. MU is in for a fun ride. OP is dead on in pointing out the vast uncertainty in 2027 though. I'm sticking around for a bit longer but this is a timing game

Public_Ideal84

MU was $100 exactly a year ago So the answer is not yet lol

chalupafan

Do a DCF analysis on MU. Drop the growth rate projection in Year 5 and 10. See what happens with WACC of 10,9 and 8. Even with decent margins the stock sells off to the sub 300 level easily if any of the revenue or margin numbers buckle. The value you are seeing now can compress in a heartbeat. OP is just stating mathematical reality.

Public_Ideal84

MU was $100 exactly a year ago So not yet lol

Frosty1397

Yo mamas so fat, she caused MU to crash

Maximum-Magazine-333

no hard feelings guys but my mom did buy MU at 1250, she may have been the catalyst

Shoty6966-_-

The hard truth is that the next MU or next NVDA at $15, AMD at $60, Intel at $29 could not even be listed on the stock market. Could not even happen for another 15 years. That company could be one that’s gonna drop another 70% before running up. It’s tough

PopoDontKnow

MU was one of the most obvious investments. Stop comparing the Musk trade to everything else. Earnings growth matters.

jlw993

Honestly just DCA into the below and you'll be laughing when all this blows over.... MU, SNDK, GOOG, ASML, TSM, DELL, MRVL, NBIS Any others?

GneissFrog

I haven't touched NVDA in nearly a year, but now that we have confirmation that shipments to China have resumed, it seems the market is underestimating how crazy the numbers might be. Up until now, NVDA's official position has been 'our market share in China is now 0%' despite everyone knowing that wasn't true. It seemed like a ploy to pressure the administration and legislature to take a step back on export controls. NVDA has not included Chinese sales as part of their previous projections and guidance. That now changes. However, with cases like SMCI, we do know that circumvention was rampant and NVDA has had some sales indirectly bound for China already on their books. This is the part that probably gives people the most pause for concern. China's official stance was 'we don't want NVDA' but they never actually cracked down on domestic AI labs using NVDA chips, they just couldn't get enough regardless of the controls. They used whatever was available until viable domestic production ramped up, and even then, current demand outstrips supply. Would I full port NVDA, no, but it does seem like if there was ever a quarter for it to breakout of its year long range, this is the one, especially when recent sentiment on semis has soured significantly. NVDA has held up very well compared to MU, SNDK, etc and that says something worth paying attention to imo.

Natural-Escape-3537

Semi companies are cyclical, even if underlying demand for semis is in a secular growth trend. I mean, that's basically been the story for this sector all along. More supply will come online, and at some point the marginal delivery date will no longer command shortage pricing. In just the last 10 years, MU has gone from 20% gross margin in 2016 to 59% in 2018 to -9% in 2023 to where it is now. The memory industry gutted capex just 3 years ago.

Cheesegasm

Investors are worried that capex will turnover in the next earnings season. If there's even the slightest hint that AI data center spending is decelerating then chip stocks will dump even more. The latest MU and Samsung earnings beat wall st expectations but the stock still dumped. Even if NVDA earnings go from 80% growth YoY to 75% the stock will dump.

avilacjf

Volatility is good when you're holding companies with great fundamentals and great growth, it shakes up the capital markets and when it re-enters the market they usually seek out quality. MU went down after the last two results too but then went on a run upward. This drip coincided with the most recent price drop but the business is fundamentally continuing to grow stronger. Just let that incremental capacity unlock in '27 into a constrained market and watch 2H25 and 1H26 happen all over again.

User4f52

BRKB has $300 billion in cash. 3x that. Right now. Why are you not invested in it? They **could**, just like MU could, do everything you said here. Warren Buffet is out.

Constant-Sweet-3718

Naw. You know you're short on MU and you were trying to find bagholders. Stop tripping.

hftrobo9285

Not sure about memory tbh, I only trade SPY. Usually when VIX spikes +10% there’s a relief rally on SPY the days following so MU might bounce too

Even-Square-6246

I’m a girl so having a partner helps me buy more MU and sandisk and now I am a heavy MU bagholder

Even-Square-6246

Looking at that awesome record what is your thesis on MU next week

Rav_3d

Zoom out. Despite the recent carnage, memory stocks are STILL the top performers this year. MU is STILL UP 200% THIS YEAR. SNDK is up 470%. The performance of these stocks is even more staggering going back to September of last year. People who got FOMO and chased parabolic moves into vastly overbought conditions were taking on tremendous risk. So, don’t look at the drawdown in a vacuum. Sure, it’s no fun to correct 40% off the highs, but this is how the stock market operates. Stairs up, elevator down. IMO this is just normal and expected volatility and likely will be a great buying opportunity when it ends. We just don’t know when or how much lower it will go. Friday was a failed breakdown and could lead to a short-term bounce, but it is certainly possible these stocks go even lower. They are STILL EXTENDED ON THE LONGER TERM.

jdfan51

Sorry Friday was the lowest MU will be 

Even-Square-6246

Any possibility of MU going back to ATH by Friday next week?

verified-trader

**BanBet Created** ▼ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MU** | $790.00 (below) | $845.33 | -6.5% | Jul 23, 1:42 PM |

FartHowler

!banbet MU 790 5d

LectureForsaken6782

I dont have any new take on MU, but reading a lot (obviously) on them recently, and my question is...regardless of stock price, they are making money hand over fist and is there anyway to gauge how the management is to get any kind of incesting insight on how they will use that money to grow the business....like, diversification or growth in other ways so maybe they set themselves apart from just being a chip maker?

Shoty6966-_-

5% is a fucking lot for any noteworthy company lol. And any stock that has days where it’s up 5% every week is also a stock where it’s down 5% at some point every week. Like MU

Beneficial-Chair-333

They do make HBM memory for datacenters., though it's defect rate is more than MU. While valuing companies we can't just do it only based on datacenter memory. MU makes memory for all kinds of applications. Actually other memory applications are more long term and sustainable than datacenter memory. So, CMXT could be big threat if they could capture even that applications while MU is busy in datacenter temporarily. Regarding petition to ban Chinese memory. Similar happened during GPU ban, but ultimately it was lifted due to need of rare earth elements which only china has and nvidia recently sent GPU shipment.

ryallen23

The president literally pumping stocks in tweets, like MU, DELL, PLTR… the most put in the open manipulation you’ll ever see

iCaps_

im simple, i see MU go down, i trade MUZ, i see MU go up, i trade MUU

AnimatorNaive1880

MU hitting 1200 within a month. 

oknBagholding

I was full ported memory and sold it all immediately when MU first went down to 1150 after earnings I knew something was horribly wrong then and not sure why others didnt panic sell there either

mazsive

for the record, i think google is fantastic company, google isn't going anywhere, all I'm saying is that this is what is happening right now, look at the latest earnings call, they all come out positive, yet the while sector dumps. I wasn't bashing on google or saying its a bad company or stock to hold. Just the fact that Gemini was ' delayed' slightly dropped the stock from 375 range all the way down to 340- did EPS matter ? in this market it seems like news matter more. IF you wanted more evidence, look at MU, Look at Nvidia earnings, Nvidia straight up went from ATH 240 all the way down to 200 range and got stuck.

SignificanceLate7002

She's a 3, but she sold MU at the top.

HugeAd5056

Right. Difference is MU trades 0DTE 3 days a week 🫠

deploria

Yea MU and SNDK can move up and down so quickly in a day

MCK40

The MU drop really stings. I’ll never forget when TSLA was at $146, BEFORE its rise and splits, were talking 2013, 2014. I sat in my kitchen about to buy a hundred shares. Well, that still stings, so we’ve all been there, you’re not alone.

LeftBullTesty

I usually just play SPY just cause it’s what I feel most comfortable with in terms of price action. I did play MU once tho and make a nice lil profit. Might do it again :)

SST114

Great reply. While I give OP credit for not stating that it's peaked already and etc and acknowledging this could go on for longer-- since comparisons to past memory booms and busts directly are really ignoring the obv as you have noted-- the amount of stuff coming online is just so immense that will need memory we're really actually speculating to the bearish side on demand being met. The can keeps getting kicked farther because demand is accelerating. And demand starting to be met in say a few yrs doesn't mean an over supply and cheap HBM, it just means the shortage is being alleviated... so that could mean sustained higher profits than now that eventually flatline but don't crater-- in which case MU is still super cheap.

Best-Bodybuilder9015

These are all behaving like memes with Reddit degen passports. And that passport has an expiration date. A stock like MU moved from 90 to 900 in 9 months, all on datacenter hype. Well that hype is slowing down. The pattern is now the clearest it has been: supply-side beats from Samsung, ASML, Aehr, and now TSMC are all being sold because they confirm today’s AI demand without answering 2027-2028 demand durability — TSMC’s own CEO admitted on the call that he discounts the demand numbers his customers provide him.

Crazy_Donkies

Then don't buy it. You're still retarded though. Memory manufacturers have tens of thousands of customers from medical devices, to vehicles factory machines. Meanwhile there are dozens of large organizations purchasing memory. MU has nearly 2 dozen LTAs.

Regenbooggeit

Same dude. ‘Lost’ about 30k from the top, my port is about as large as yours but a little less exposed. NBIS, RKLB, MU & SNDK were my winners in June and big losers in July. It happens. Every time I see people trolling I wonder why they didn’t full port puts or shorted the shit out of everything.

mmalmeida

So you bought silver at 80, lost it, then decided it was a good idea to buy MU and other parabolic tech names. You sir, are what they call a market to signal.

WowKay100

I think time will tell if Micron has escaped the cyclical phase. A few important things to note are: 1. DDR5 prices has increased by 15% since Micron’s last earnings, so they will probably smash earnings. 2. All the robotics/autonomous vehicles that will start mass production is underway, which is a new segment - The scale of which we can’t predict yet 3. If Micron’s business is cyclical, and we are in a super cycle that has peaked, then by default, NVDA, AVGO, INTC, AMD are all cyclical too. The Semis has experienced a huge demand boom all from AI, away from their traditional business, and would drop to their pre-AI hyperscaling levels 4. Micron’s windfall cumulatively will be hundreds of billions, extending to 2030 at least. They could diverse so easily if they chose, for example becoming a holding company and spending all that free cash on buying out companies, a play book we are experiencing with NVDA at the moment. 5. NVDAs new generation products, which require a huge amount of HMB4/DDR5 is sold out through 2027, indicating agentic AI is still rising not falling We shall see if the market is pricing MU wrong, but if they aren’t and it’s cyclical, I think NVDA will take a 30-40% hit, and AMD 50-60% hit to stock price

No_Current3675

I’m buying this dump on outrageously strong MU ASML TSM earnings. Just like I did with SaaS, which I’ll sell at 35% profit. 

oOtium

When the decline cannot be defined (short of what flat out naysayers think) it's usually bullish for the long term. My take is that it's profit taking from earnings, so lots of short term traders leaving the trade and getting rewarded for it with cheaper entries. that has kind of been the play for awhile now with every tech stock in the space. even low valuation, high pristine stocks like nvda are susceptible to it. You have beyond flawless, pistine earnings that are CRUSHING the already crushing expectations- the stocks still sells off while still holding extremely low on paper valuations. That means there are a lot of ppl who have enough confidence to bid the stocks in the medium term for all of the gains that the company offers but don't want to keep their gains tied up in a trade with no short term narrative they are just too active and don't want to sit around and will take the " guarenteed plays" and go to the next hot thing. From what it's been these active traders represents about 20-30% make-up of any market-cap of the company directly involved. So I know u didn't ask for predictions but I actually expect MU to trade in a range around here until we start getting closer to the next ER before it breaks its next ATH unless the stock wants to find a new pe either higher or lower. If that wants to be redefined and break away from its historical range which could still happen but if it doesnt happen between now and the next few weeks, this is where we stay for the next 2 months, give or take. memory historically trades around here so I won't expect it to go lower considering 5 is already the floor and they have monster margins and monster revenue so it makes no sense to trade lower. but I'm not getting hopeful that we're going much higher either, at least not for a couple of months anyway.