Reddit Posts
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
Sob im in MU 30% discount. 20 pe, 30bill in cash
Uhhh guys? Which one of you caused this? Ok who was it guys? Buying the dip rn.
MU finally stopped the bleeding. Been a rough ride but recovered the losses
$12.74 -> $10 million day 1. Bought 0.014 MU
Which on of you MU-bagholder's home is this?:
What should I do with my MU calls?
Crazy 2 minute spike in semiconductor stocks
Reddit's 2026 Stock Picks: What actually performed?
You're not a True Regard until the casino itself is concerned for you
IBM's crash is a bullish signal - for the semiconductor industry
19.1K > 65.8K > 11K on semiconductors
How Far Will the Chip Stock Fall Go?
AI enhanced MU analysis and DD after todays drop.
Reason for Δ between SKHY (+26%) vs MU (5%)?
The algos are loading the boat on crypto derivatives while everyone else is crying about their worthless MU calls. IBIT July 31 $39.50s. 🚀
Yahoo Finance definitely knows something
$MU keeps showing up on my radar, anyone else watching this closely?
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
Mentions
Is MU allergic to 900 or what?
MU going to bust down the gates over 900 soon
MU going to bust down the gates over 900 soon
It might, but I don't think so. I suspect we are going to see insane numbers coming out of the semis / the sector. The hyperscalers are ALL increasing AI capex, and many are reaching profitability. That's why AMZN and MSFT jumped last week. MU & SNDK have forward pe's of like... 5. But there are years of commitments from the hyperscalers. That's far too low imo. The drop last month was a violent leverage unwinding, fundamentally everything is still solid.
For fucks same MU, TIGHTEN UP!!!
MU can't stay pinned right below $900 the entire rest of the day right? has to break one way or the other...
Greed is at an all time high and MU STILL WONT BREAK 900 🤬🤬🤬
MU can’t get over that 900 wall. So annoying
I held when my MU call today was -$91 and sold when it was +$30 and thought my hand was firm. For the love of fucking God, sell this...you've made your point!
YOU saw MU under 700 and SNDK under 1k and didn't buy?!
MU heading back to $1000 :dance:
lol I'm also back to break even on MU and SNDK
MU allergic to 900, come on push ya wanker
I’m regarded. I sold MU at 597. It’s still going up
I don't understand how you all make money on MU options, they are so expensive
Everything but MU back to 1k lol
yep happened multiple times with MU scared now, might wait
MU break $900 stop being such a tease
MU moves funny can be back below 800 in a week
Are AMD and MU the same stock???
Even with all this MU still has 33% to go to get back to ATH
do we get MSFT $1000 or MU $2000 first?
$SPY $QQQ $NVDA $TSM $MU $SKHY When BigTech cash flow negative . Banks shutdown AI-debt load, after few blow up like “Situational Awareness story “. $45 Billion overnight Then semi unwinds $2-3 Trillion How long OpenAI & Anthropic keep cash burning $40 Billion a year ?
MU being an obscene, shameless slut
need MU to go up, anyone got insider trading channels dm me
MU will past 900 before the clock hits 4pm today
MU will be 1750 before it touches 300 again
Come on MU, you can smash the 895 resistance!
Finally sold the steaming pile of dog ass MU. I can no longer handle it’s volatility
I was hoping for more MU dip, but i think we go straight up from here. Good news i think AI bottleneck trades are back on. If anyone wants to share some ideas, I’ll do my due diligence
Imma nap, when I come back MU better be at 1000
Why MU afraid from 900
It better, my MU calls are still down 15%
**BanBet Created** ▲ | **Record:** 6W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MU** | $910.00 (above) | $894.48 | +1.7% | 1h 60m |
$NVDA $SMH $MU $SKHY $EWY $SNDK Banks shutdown AI-debt financing. Now BigTech has negative cash flow negative Who buy semi and where liquidity come to buy semi think? Story telling & PT pump like “Situational Awareness “ kid
When cash flow negative for BigTech, how long they pump semi? $SMH $MU $SKHY $NVDA $QQQ $SPY $STX $SNDK like Situational Awareness story telling ? Banks story telling price target pump dump going big. All price target by MEME analysts has no fundamentals.
AMD needs to print so INTC $100+ and MU $900+ 🙏
MU 0DTE make my pussy sweat
Can’t spell 🅿️UM🅿️ with MU Hehe 🤭
When cash flow negative for BigTech, how long they. Buy semi? $SMH $MU $SKHY like Situational Awareness story telling
In MU we trust and we PUMP. LFG
MU forming a double bottom bull flag. It’s cock is visible, if the balls show too it will run to $950
Once MU will smash the 895/900 resistance will fly to 920
Spy pumps be stronger than MU pumps
Revenge buying 1 SPY call, 1 Q call, 1 partial AMD, MU, SNDK shares for earning. Bols are fuk. You've been warned.
Can't believe I break even MU finally... Im not fucking sellin'
MU peaked at $1226 on June 25. Dipped to $743 on July 29. This was a 39% downturn from peak. MU at $892 today, rebound of 20% from bottom. MU still below its 20 day moving average price of $901. I don't think 2 up days on MU stock is a gives you 100% confidence that the stock will continue strong gains going forward. **The 39% recent downturn in MU was a result of Korea market over bought positions in memory chip stocks.** If you are buy & hold long term on MU then you are probably still up 50%-77% and the recent downturn wasn't any reason to sell any of the MU stock holdings.
Okay guys. For the first time, today since I’m up heavily I am not going to retard yolo my profits on MU calls or something
$SMH $MU $SKHY $SNdK $TSM $INtC $AMD $STX How many Trillion AI-margin debt , when total margin debt 1.5 Trillion , last week wiped $45 Billion in a day, Situational Awareness. Memory is cyclical, AI doesn’t mater Ask any AI , why memory is cyclical?
MU dont rug pull by end of day ,u move funny
I can't thank bears enough for MU drop, this shit gonna fund my retirement
**BanBet Won** — /u/d3sp (6W - 1L, 86%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $827.44 → $890.00 | +7.6% | 6h 29m | Won |
Oh no that definitely worries me but I don't think that is gonna happen rn...also since your somewhat alluding to future dump, I'll segue into another strategy for this exact situation. It's risky but it has worked for me in the past...and that's buying leaps on both ends...essentially a longterm long straddle. Imagine MU hits 1500 then comes to the end of their cycle and crashes back down to $500. Could make money on both ends...
MU waking the fuck up :shrek:
I own one share of MU so I’m not a blind Stan, but assuming we’re going through a normal cycle for memory instead of an entirely new era of prolonged persistent demand and supply shortages is… one way of looking at it. Might not be correct.
Sorry but none of those three, at least right now. What matters is DEMAND, BACKLOG, and how far out is that backlog. Those tell me we are not in a cycle, and if we are, that cycle change is still a few years out. With the help of AI search, this is what it looks like based on public statements from the 3 primary companies in the HBM market: 1. Micron Technology (MU) * **Backlog Duration:** Micron's official management statements from its Q3 2026 earnings report confirmed that its HBM3E and HBM4 allocations are **fully booked through calendar year 2027**, with initial order demand extending well into 2028 2. SK Hynix (SKHY) * **Backlog Duration:** In official statements, SK Hynix confirmed its HBM capacity is **100% sold out through 2026 and 2027**. Chief Executive Kwak Noh-jung publicly warned that the global industry is heading into its worst-ever structural memory shortage in 2027, with demand projected to outstrip production capacity past 2030. 3. Samsung Electronics * **Backlog Duration:** During its Q2 2026 earnings call on July 30, 2026, Samsung officially declared it has **pre-allocated 60% to 70% of its total future memory capacity**.
Its because clowns can only pick winners thats why they bought value traps like meta msft nflx, very little growth in those companies. Then theyll tell you " hindsight" when you told them they couldve bought MU in 2025
$MU is it worth Trillion market cap? When no monopoly, Samsung & $SKHY dominate HBM globally, and Korea crashing hard
Nvidia selling off to fund the massive SanDisk and MU green dildo after earning?
My MU leaps crawling out their grave. Bout damn time.
MU deserves a +10% day
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $1022.70 (above) | $818.16 | $880.63 | +25.0% | Aug 16, 3:27 PM |
AI demand is uncapped. RAM will be sold out for years. It may be cyclical, but if this cycle is 10 years, it will pay back a 5:1 PE in 5. Also I expect revenue to continue to grow as they command higher margins during the shortage. The time to build and get additional capacity is about 5 years, so no end to the shortage in sight, and even new capacity may not match demand as AI takes off. IMO MU is free money right now. Same story for flash and HDD.
$MU is not monopoly, $SKHY, Samsung dominate HBM market , all glut now
MU is such limp dick, all upwards momentum being sold with volume
Last week you posted that MU would never go over 700 again
In which Universe does INTC at >$100 make sense when you can just buy any other semis like NVDA, AMD, MU, SK Hynix?
999k Scorts and coke 1K in MU
I tend to agree with you, and recently built out my memory models. Still working on SKHY but MU is currently pricing in a 70% crash to realized memory prices. Whether you think that's reasonable determines your buy/sell decision. Personally, this seems.. very unlikely to me, given that they're targeting these physical hedges. eg if MU locks in 50% of their revenues as targeted, for their realized prices to fall by 70% would literally be mathematically impossible. That said, if memory prices can triple in a single year on supply/demand imbalance, obviously, the elasticity to the downside is of equal magnitude. These relationships are bidirectional.
I’m gonna need software to fuck off for a bit so MU can pump to 900
**BanBet Lost** — /u/guccioli (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $866.91 → $900.00 | +3.8% | 1h | Lost |
I want SPY 8000 and MU 2000 by EOD or im breaking up with my wife’s boyfriend
You need to remember even when MU was cyclical, the stock price still rose over time. Cyclical doesn't mean the stock just goes to 0 once the cycle is over lol.
MU my entry and exit prices: Bought 900, sold 830, laughed when it went down to 780 Now bought back in at 885 LETS GOOOO
It's not an articulate response guy can't even calculate basic maintenance Capex. MU will approach (and likely far surpass) $250B run rate over the next year with an outsized amount of that being hbm4. If data center demand is even a fifth of what it is combined with a 20% maintenance Capex (likely low), combined with price compression you're still looking at >75B in annual profits in a long term run rate EASILY (that number is very conservative given their will likely be breakthroughs in next Gen memory by then). which if compared to an apple of the world with flattening growth is about 50% of their eoy 2025 EBITDA - oh and aool at a 4T valuation. So you're talking a 2T long term valuation with VERY conservative figures. The guy responding is just parroting lazy hypotheticals with zero substantion
who bought MU at the top with me? :derp: :happy: