Reddit Posts
How anti-data centre are the Democrats really?
Is this actually an AI bubble burst, or just macro repricing?
WoW Forever. the real reason the ai market crashed today. just listen..
The market has gone from FOMO to FOGO: Fear of Getting Obliterated.
The Valuation Disconnect: Why are cash-rich Tech & Hardware stocks trading at half the valuation of Consumer Staples?
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Never thought my first 5 figure movement would be south but here we are
Safe to say I should’ve paid closer attention
It's even better today 😀 what a month! -$2.9m
Is it too early for the Big Short 2.0 movie?
Buying the dip on individual stocks or adding to index funds: what's your approach to this pullback?
earnings preview for next week, mostly watching AAPL and AMD
MU YOLO: The Memory Super Cycle Is Not Peaking — It’s Broadening. 31% Upside to $1,400
MU900call successfully yielded a 272% gain
Asimov imagined the robot economy 70 years ago. Here's the AI trade everyone might be missing.
DRAM DD: I spent $500k worth of AI tokens this month
It’s been a tough year. What’s the moves for the rest of the year?
30K to invest - Oct 19 Market open
What's your take on the market, currently?
Micron takes a Saturday Night Dumps on Hyperliquid
Apparently buying the dip makes me a gambler. Thoughts on buying, logging off and checking back after a month.
Leopold biggest holdings are: MU, SNDK, Coreweave, BE
Why is market crashing again? I'm so sad.. I cannot habibi
Burry disclosed his shorts on NBIS and MU on September 22th. They are now down by 22% and 16%. Haters say what now?
Is a ETF like SCHD a good candidate in current volatile economic environment?
$META CEO Mark Zuckerberg says “memory and persistence” are next priorities for Muse Wonder as agents take on tasks that last weeks or months.
Buy Micron Tomorrow Oct 13th NewYork Session
My $8.8K HSA experiment is now worth $600K 🚀
Leopard just got liquidated by fake news again: Citadel 2: Leopard 0
MU rewards patient investors and punishes gambling addicts
MU rewards patience and punishes gambling
Markets Grinding Higher; Models are More Cautious
MU Taiwan voted 80% in favor of strike
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
Mentions
Yeah I have lost a lot of money on sndk and I missed out on realizing a large gain on MU. I am historically not a good trader but I am having trouble believing the AI trade is truly dead. I’m bullish on AI and see the next 10-20 years being continued accelerating buildout.
MU 750 please . Bags are heavy
In every earnings report, datacenter/cloud/AI were the largest growth segments, and by a lot. And everyone is bullrushing ahead. Contracts accounting for 40% of Micron's revenue are locked in as take-or-pay *through the end of 2030*, with no early exit clauses. The areas of tech that missed revenue were *areas being impacted by AI*. Google Cloud grew 103% YoY in Q3. If you think MU's a buy but "it has a little more to go down" you should be buying anyway. It's down roughly 40%. If you think it MIGHT go down to, say, 55%, you should be starting to buy now, and continue to buy until it goes up substantially and the difference between your target price and the current price is smaller than the upside you see in other positions. Unless you're just trying to swing weekly expirations instead of real investing, I guess. Good luck with that?
End of the line AI companies like Anthropic are not currently profitable, yes, but the overall semiconductor industry is extremely profitable. Take a look at profit margins for companies like NVDA and MU. Even if today's AI software companies have yet to turn a profit, there is still massive demand for the underlying hardware (chips and memory).
This is right ; ) Things are given an explanation until the big houses have their piles of $$ where they want them. Funny how things that looked pretty good before (like MU etc) always seem to look pretty good after
TSMC is producing DRAM for NVDA. MU is FUCKED
Dunno your positions but looks like MU chart
I am going by the fundamentals... MU is literally at the center of the AI bubble. They're the ones that supply the AI hardware. Right now, at this moment, reports of failed expectations in tech have happened. AI itself has yet to prove itself to be profitable (I'm not saying it never will be, but it's like a baby being fed meat first before milk for it to grow). Then we have the geopolitical situation that does indirectly effect the AI market because of inflation and interest rate hikes. Companies need loans to build the infrastructure needed to power these machines. There is a high probability of another interest rate hike in December that will prohibit companies from expanding further. MU may be selling the shovels but if they're are currently strained miners they tol will be strained. That's why I think it's best to wait not buy. The storm is not over and I think MU has little more to go down.
Great reverse DCF breakdown. To answer your question on memory names: forward earnings are a much fairer basis, but even those are dangerous right now. Trailing FCF makes MU look incredibly cheap, but the market is doing exactly what you said—pricing in a peak cycle. The low P/E is a trap. With memory, the 'cheap' valuation usually means you're late to the party. Buying MU here isn't a value play, it's a bet on whether the AI-driven HBM demand can extend the cycle past its traditional historical timeline.
In June 2000, news outlets reported on "sky high" demand for memory, and MU was on a massive run, hitting new highs every week. Despite these uber-bullish reports and incredible growth prospects, that month would be the last time MU would make a new all-time high - for 24 years. In June 2026, news outlets reported on "sky high" demand for memory...
That’s just very recent. Both MU & SNDK absolutely dumped after insane earnings, so I thought it would claw back. MU posted back to back earnings that beat and went down 40%. Kinda got caught out ya know. I was gonna sell next year.
That is the dichotomy of the market. GOOGL got hammered last week because of its CAPEX spending. This week MU gets hammered because that spending might slow down. F this market. Thankfully, I'm long on both and have a long-term horizon.
Im unemployed but I put my last $328 on an MU put the day before it crashed. I will not be seeking employment
DCA into MU from here looks good 👍
Everyone is waiting for MU $500 and that’s why we won’t get it.
Technically the smartest thing to do is take your SNDK loss Monday and buy a double or triple leverage of SKHY or MU since they trade similar. Just don’t buy SNDK or a version of it for 31 days. You win the loss and will be holding a similar stock anyway. I did this with ETU and BITU last year because they traded the same.
There's a double bottom on MU from May you peasant, I'm the better astrologist.
Ai answer: If Micron Technology (MU) and Sandisk (SNDK) fell to their balance-sheet liquidation values, MU would trade below $30–$121 per share (an 82% to 96% drop from ~$690) and SNDK would trade below $23–$73 per share (a 91% to 97% drop from ~$835). Because both memory makers trade at massive multiples to their physical net assets following the AI memory boom, a drop below liquidation value implies near-total equity wipeout from November 2026 levels.
I mean the 4hr chart for MU doesnt really scream bullish. Considering its under the 200MA and broke trend. But blah blah blah astrology for charts
Retail "panicked". Oh brother. Maybe they made an educated choice based on changing circumstances and then it caught everyone by surprise and then dumb fucking algos took over (does retail have those? Please remind me...) and sold it into oblivion. I've been 20% short on this since July with puts on CAT, MU, NDX, SHM. Waiting for a circumstance exactly like this one. Sold a ton of CAT and MU for about 3-4x. Thanks to Michael Burry who had the same shorts and called out this exact market dynamic (small moves triggering massive auto-trading drops). If there's a relief rally to any decent degree, I'm going back into my shorts. Someone do some pumping!
Soon everyone will scramble to get out of ai stocks like the last chopper out of 'nam. Imagine MU going to 20$ type shit.
You’re asking wallstreetbets if they make high risk bets. Go back to investing please. And yes, half of my port is NBIS, MU, SNDK, RKLB, ASTS and a sprinkle of GME. Rest is GOOG. Is that retarded? Hell yes.
You’re just too retarded to comprehend anything smart. MU will never get back to its aths but many of the neoclouds will. Retard
MU bagholders are fucked more than neocloud bagholders!
Guys, Jensen came to me in my dreams and told me to buy $MU calls on Monday.
If Republicans had won this election, MU would have been trading above $900.
I can see it increasing \~29% within the next eight weeks. MU was definitely a stock to buy and sell for a while, but with such a sharp decrease in value and the many applicable variables, those days might just be over
**BanBet Lost** — /u/No_Dig905 (2W - 1L, 67%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▼ | $669.68 → $650.00 | -2.9% | 1d | Lost |
Deadass I think china is gonna fuck up my nvidia stocks though, there was a headline yesterday or the day before that dropped them same as MU I think. Idk I was at work
That one analyst saying MU to $3000 was the sign
META RDDT MU TSMC NFLX PLTR Few hardware names in there but the AI race is going to shift hard to locking down media/content companies. It’s the streaming wars right before the platforms consolidate and everyone grabs data/IP.
Some of these stocks like MU and SNDK actually have good fundamentals recently though with a less than 15 forward P/E ratio. The problem is how sustainable is this revenue? Is it short term cyclical? Or is it a new norm?
Sold MU call today and went into google 2 calls hoping for the best https://preview.redd.it/l2dm82bk730i1.jpeg?width=1439&format=pjpg&auto=webp&s=503609c906d391bf5453fc8205c3531b92989f72
Bro you put a hundo on MU close to ATH lol This guy bought NVDA on a huge dip. It’s not the same
I can see certain semis making a comeback by shifting heavier into robotics.. Like MU converting from mostly HBM volume to DDR5
Do you think the memory stocks (MU, SDNK) will ever return to ATH? or even close to it?
I sold intc at profit, but shadow of what my profits were at peak. I sold it because I think MU has more upside from here. My investing style is picking only the top quality company in sector, that is minting money. And intc is shit compared to tsm, amd, nvda. I bought only because trump was grilling everyone to go for Intel lol.
MU AMD Amazon Nvidia goog meta X
MU had good volume today. Yesterday was a massive sell off, but today was the most in a while
MU being green 5% after a 40% drop in 2 weeks. Is this what we call winning ?
MU bottomed. We going straight to 750 Monday.
tempted to jump back into MU. I sold on the 4th
Just bought 50k in MU shares, yolo
I actually made some money off MU this morning. But I’m just straight buying and selling shares in short runs.
Just made my first purchase ever. Bought MU and selling it before market closes. Yolo
Exactly. Memory earnings swing hard with the cycle, so the market prices them on where it thinks earnings will be in a year, not today. That's why the old rule for MU is to buy when the P/E looks terrible and sell when it looks cheap.
While I've held AI-related names like AVGO, GEV, MU, and POWL in my portfolio for quite a while, I have a very low cost basis for each and am not planning on making any significant additions to any of those positions any time soon. The reason is simple - there's just too much uncertainty about data center build out. I have no doubt that data centers will still be built, but additional regulations will slow the pace, raise the costs, and possibly reduce the total number. That will affect the suppliers - either deliveries will be pushed out or orders will be reduced or canceled all together. So, in my mind, the AI trade is still alive, but it's going to transition from a "mad dash" to a 1600 meter race.
**BanBet Lost** — /u/Bitter_Ad_2500 (1W - 2L, 33%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▼ | $795.80 → $600.00 | -24.6% | 2d | Lost |
What yall thinking for MU before market closes? Is now a bad position?
The only thing flatter than MU is your wife
Just need MU to go to 650 cause shit fuck it
can we short MU even more from here?
MU 760 please. Get me out of this bag
MU makes HBM which is way more insulated from competition.
Whats up with the SNDK / MU diveergence
MU is starting the next 🦵 up
MU was 1000 a month ago, now its sub 700
I would love for MU to just take a nose dive off a cliff right about now
We thinking MU pump or dump over the next hour?
MU trying to trick people. We know that green candle will be followed by a red candle.
I am just saying I would leverage everything I own if I get a chance at MU - $100 AMD - $100-$250 AAPL - $250 NEXT WEEK
MU $1000 and SNDK $1200 11/13 would make me leak copious amounts of precum
I am, in fact in MU puts.
for many memory bros if MU just runs another 100% you’ll be back to break even
why the fk are we going down again? im already all in sndk and MU, fk me hopefully big bounce so i can buy a new house
# Fuck GTA, I’m going to drain more money into MU and pray.
sooooooooooo, MU gonna dump later today? monday really red?
I guess since analysts hype articles mean a stock is about to fall 80%, then these why MU and SNDK suck and are overvalued should be my buy signal.
MU might visit the low 200s next few weeks
If you compare it to the junk Ai like IREN or CoreWeave sure… AMD, MU and SNDK absolutely embarrass this shitter
Its about to be joever if MU crosses down below 680
100000% SNDK ends up red and MU with 1% or something
Top AI stocks including ORCL, NBIS, SNDK, MU, CRWV fell upto 90% from their ATH within a month when the bubble popped.... Just a quote from a future history book.
Made 300% in 20 mins from MU 0DTE puts Thank you
Seems like MU is going to dump
Unless MU somehow rockets up $20 in the next half hour I’m cooked. And we all know that’s not happening. Got greedy and fucked myself again. Sigh gg
**Bear Case** EPS number for MU put it at a forward PE of 8.7. While Bull case EPS puts it at 4. Still seems a little undervalued, no? *Bear case FY27 EPS = 80, Forward P/E ~= 8.7
Fellas, I was down bigly on my MU 11/16 call debit spreads. I'm not able to sell for a little over break even. Do I?
MU was historically a stock in the $50-100 range. The idea that it is $650 is mostly only justified by the insane sales they have.
Bear Case EPS number for MU put it at a forward PE of 8.7. Still seems undervalued to me \*Bear case FY27 EPS = 80, Forward P/E ~8.7
Conflicted whether I should buy long dated puts on TSLA or long dated calls on MU. So I’ll leave it up to the chat to decide
741 on SPY and 700 on MU are like mines if either of them touch it explodes and sends them back down a big red candle
MU back above 700 that is not normal this shitshow
Will MU finish above 720