Reddit Posts
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
Expectations for PCE, MU Earnings and a Dovish Williams Repricing Rates
AI Stock Crash, while AI Tech is Universal - Prediction
Made $550k in 90 days. Can't stop / won't stop 🚂
MU update – dropped to $1,054 ahead of Wednesday earnings
What is the bull case for Micron and Sandisk beyond rising AI demand?
Iran Headlines, 19 Fed Speakers and Quarter-End Flows Put SPY Under Pressure
why testing will be the next AI bottleneck industry DD - AEHR
why testing will be the next AI bottleneck industry DD - AEHR
why testing will be the next AI bottleneck DD - AEHR & INTT
why testing will be the next AI bottleneck DD - AEHR & INTT
Bought $7.2k of NVDA calls at 3:59. Wrong expiration 🤦♀️
NVDA,Bought the right play with the wrong expiration 🤦♀️
Streamer just bought 10K of MU pre earnings
If market takes a shit wishlist — what prices are you betting your house on ?
Yolo-ed my life savings on MU and SNDK at close yesterday
If Trump can run the free world and make 1,000 trades in July you can secretly second-mortgage the house and YOLO $MU. Believe in yourself
Burry is now underwater on all his MU positions
I ran a 0DTE iron condor through a prop firm's $50K eval rules. 78% win rate. Pass probability: 34%
Long ADBE / Short MU — Betting on a Momentum Reversal
Mirror Image - MU vs ADBE / Momentum Trade
Most popular stocks review NVDA, META, MU
The "Psychology of a Market Cycle" chart, and MU stock over the last year look eerily similar.
The "Psychology of a Market Cycle" chart, and MU stock chart over the last year look eerily similar.
The "Psychology" of a Market Cycle chart, and MU stock chart over the last year look eerily similar.
Short SNDK until it drops back to triple digits
SNDK short until it drops back into the triple digits
First year trading full time. Up 83% and scared about next year.
2 Multi Baggers that I wish I had YOLOed
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
Nike stock - I was wrong in the particulars, right in the bigger picture
Built an agent that buys whatever WSB is talking about. It's down 19.2%. Got 3k upvotes on WSB before they deleted it.
I built an agent that buys whatever this sub is talking about. It's down 19.2%.
MU going below 900 today or within next week
The cheapest 0DTE contracts by volume today all expired worthless. 233,077 contracts, seven names, zero survivors.
Is the AI Capex vs. Semi decorrelation a buying op?
Alright.. serious investment question
The AI Trade is Dead, OpenAI and Anthropic undershot the moon, pressure private equity
Can someone help me understand wash sales and when I can buy again?
The Better Investment Is Often One Step Away From the Headline
Semis Are Green Again, But I’m Watching What Happens After Nvidia Earnings
Intel is the only red on the entire chip watchlist today lmao
Why did Micron (MU) crash ~7% — right after a 5% pop?
MU Micron just took a nosedive today lmao
SK hynix & memory stocks are likely to have a rough next 5 days (KOSPI 5 day leveraged trading delay for new investors)
MU Stock Slides As Netlist Patent Fight Escalates
Blame Cramer for this. He had to mention MU today and look what’s happening
Big boys have loaded up on MU, now media has gone 180 on the MU AI story
MU long term options, sold last earnings, finally starting to pay me premium
Uhm… who of you said MU was going back to $100 again?
Mentions
Unmmmmmm MU is not down to begin with sooooo
MU’s muted AH earnings reaction doesn’t rule out a delayed pop because the report and guidance were strong enough that analysts may spend the tmrw morning raising estimates and price targets, prompting fresh institutional buying. If the stock holds up while that reassessment happens, the market could gradually conclude that the beat was bigger and more durable than the initial reaction suggested, and then we could fly.
can you see wether MU can run for tomorrow
You ‘want’ MU to dump like last 3 ER….. but it’s not gonna
All that fucking talk… just for MU to be completely the fuck ass FLAT after earnings. 🥱💀🫡
anybody think MU will pump tomorrow
Anyone got top tier cope for MU calls 😒
My MU 900p 10/2 looking juicy. I will retire tomorrow
MU with grotesque price action
Fuck MU. Going $50k balls deep in PUTS tomorrow. HEAVY PUTS.
MU is acting like a confused lesbian
Taking my 1k loss today and be glad I didn’t pick MU tonight I guess.
Yeahhh honestly fuck MU. Puts for sure after this fuck ass dumb shit. HEAVY PUTS.
:popcorn: MU closed flat at 0.00% and is -0.02% overnight. The market's trynna figure out whether it should punish MU for making too much money or not
Puts on MU after this. HEAVY PUTS.
MU just doing nothing is a perfect representation of this market the last few months
no one beside MU is hurt huh
Did $MU literally save the rest of tech market but not itself
do you think you're being slick by trying to debate pervert me? MU's entire evaluation is based on speculation in a clear as day AI bubble that has run out of steam. If you think there is any other reason for their like 230% gain this year, then you're delusional. I swear, you braindead regards act like each of these companies are actually valued based on their own solo merits.
Are you comparing NKE to MU lol I think expectations are wildly different for each. Not to mention they aren’t in the same industry or levered to the same macro trends lol
Low Bandwidth MU is a disgrace
MU’s muted AH earnings reaction doesn’t rule out a delayed pop because the report and guidance were strong enough that analysts may spend the tmrw morning raising estimates and price targets, prompting fresh institutional buying. If the stock holds up while that reassessment happens, the market could gradually conclude that the beat was bigger and more durable than the initial reaction suggested, and the we could fly.
MU and DRAM will save the market
Obviously :dance: wait to see what the bond market does. The MU print was good for semis but maybe not in the short term. If bond market calms down, semis will basically 🚀
i used to do this, but it held up too much capital. so now i just do a put spread, where i'll buy a long put with same expiry date but $5-$10 below the short put strike price. for highly volatile stocks (such as MU & SNDK), i'll even extend the width to about $25. you won't get the full credit of course as you would with a CSP or naked put, but you are protected in case of a black swan event. doing these spreads has been a game-changer as it doesn't lock up huge amounts of capital.
Man, seems like MU destroyed a lot of ports tonight
MU earning logic is like some dragon ball z shit - the expectation was to beat the expectations so you need to beat the expectation to beat the expectation
Storage plays are tricky right now, both are getting squeezed in different ways even if the long-term demand is there. With SK Hynix you're betting hard on HBM dominance but also Korean market drama, while WD is knee-deep in that messy split-up and NAND pricing whiplash. If you want something that fits that MU vibe of steady underlying demand without the sky-high P/E, maybe peek at some of the less flashy semi equipment names. They've been quietly printing while everyone chases the chip designers.
So weird seeing everyone clamoring over MU at 1000+ when nobody wanted it under 80 last year.
I'm a 25f with 40 years to retirement who makes 320k and spends 65k a year on all necessary expenses, so I have huge risk tolerance. My ~550k brokerage portfolio is half IGM (tech ETF), with the other half being a split between MU, NBIS, AVGO, GOOG, ABBV, LLY. I feel good about it and honestly it wouldn't hurt me if I lost 100% of it, but I've had good returns the past few years. I have another 100k between a Roth, 401k, and HSA that is 100% the SP500.
I’ve been here for years I remember MU 90 calls
You guys just don't get it - MU beating expectations *was* the expectation. Aristotle can stick that one in his pipe and smoke it
Who remembers that Marty guy. If he had held his MU shares he would be astronomically wealthy
MU doesnt know what to do. CEO on call was like how did we get here? We have no line of sight
MU forsure dies tomorrow rebounds Friday
MU flat. both calls and puts IV crushed
Profited $118 USD from buying & selling 10 shares of MU before & after earnings today May buy another 10 shares overnight to see what happens to MU tomorrow morning
Probably just a glitch across multiple apps MU def $2k a share rn
MU pump postponed for a week due to flooding.
someone sell MU so it can go up
So if MU goes sideways that kills most of the options since it renders them valueless?
Lol, yeah that guy selling 200x MU put spreads might wake up to Margin calling when share price pin-risks him being assigns him 20,000 shares and he needs to find $20M to fund it.
MU ends flat and crushes calls and puts just as I said it would LMAO
People that played MU earnings are getting no sleep tonight 😂
Option holders got smoked all week as MU had been pretty flat. If you sold options, those premiums were juicy.
market is so perfect, MU is just 30 cents down from close, that's how everything was priced in, amazing
Pretty sure the actual MU move will occur after the options book tells Wall Street that the clean-up has soaked up the most money. After this atrocity, the only way to play any earnings now is to buy 3-6 months out, as boring as that sounds.
Probably buy June '27 $600 MU puts eventually here lol. Blowing the top off ain't gonna last forever
Yes, that's what people did last earnings and people used what they learned from previous memory cycles. Yes, it's hard to beat expectations at the current level. But earnings just continue to shine like this for a few more quarters? But that's not really why I think it will go up in the near future. Market needs semi to keep the AI bubble going and MU is at the centre of it. Dell and Nvidia earnings reaction suggests to me that semi bubble can't pop yet.
That's what I'm hoping. But jeez dude. MU literally says the memory crunch is FAR from over, really no end in sight to be honest. And yet, SNDK hardly moves? Even after it's pummeled down from it's June highs? It's not like it's at peak ATH prices and needs absolute perfection, this is shit that has room to move.
MU will bang at open tomorrow
Honestly many feelings only. No actual changed data. I'm an AI bull at heart but MU has stalled out and I don't know why after so many attempts at $1100. MU deserves a rerate for HBM. Which is basically custom silicon. But meanwhile AVGO isnt getting a retrate beyond 20 to 30x forward despite AI revenue 2xing next year and again the next. My theory: the market doesnt know what to do with this new breed of company. All of these major $1t AI companies are the newest NVDAs. Theyre doomed to be locked into reasonable PEs because funds dont know where to put them. They aren't paying dividends and they aren't buying shares (tho NVDA is doing more). Instead they are securing loans and supporting the ecosystem. Not bad stuff on their own, but there isn't an ETF for stocks that support other stocks in their industry that are essentially becoming their own ETF. There are only ETFs for momentum, dividends, or growth. So this new breed of stock will languish. Purgatory for stocks. MU isn't where NVDA or AVGO is. But may soon be Sorry for the non answer. But im onto something.
Yep, both are cash printing businesses. Watch out for MU buyback announcement EOY. They cannot do buybacks till then but then they are gonna go crazy with all the cash they have
I'm gonna have to declare "Horse Manure" on MU
It's almost as if Wall Street -- with so much more resources than retail -- used their power to make sure options traders lost money on MU earnings. I'm soooo surprised.
first move is always fake but MU didn't move at all... what do ?? :hammer: :hammer: :hammer:
All that fucking talk… just for MU to be completely the fuck ass FLAT after earnings. 🥱💀🫡
I've seen this a million times. MU flat through the Oct 2 options then it makes its move next week
All that MU Anticipation for a 0% 🤡
What if something catastrophic happens overnight and, though not possible, MU falls below 700? Sorry, I am not able to understand this trade, so just trying to know the risk involved.
In June 2000, Forbes 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.
The guy who bought 150k in MU calls lol
Those poor MU regards LMAO
Any company that posted the level of blowout earnings MU just did would've been up 10-15% AH. The fact that it went red instead is a sign most of the projected growth was already baked into its 1000% run over the last year.
Dear Allah, please make MU go up tomorrow. Also, when virgins?
im convinced koreans just drill semis slowly the rest of the night and we wake up to a bloody premarket, maybe MU is down like 4-5% at open
That dude who bet 130k on MU calls 10/2 expiry date, might as well have donated that to your local charity. Ouch
MU is just like me, a disappointment 😔
MU option buyers toast 😂
MU absolutely crushed on Earnings and is still flat. Holding strong. It’s going to pump. Cope
Bro...come on. I got in on SNDK, balls deep, maxed out margin. And...nothing happened. MU posted insane numbers, yet the stock is basically flat. I'm almost more dumbfounded than if the stock had tanked 20%. Like....what the fuck?
The volatility on MU derivatives is fucking insane. I'll be up almost $600K in the last 2 months selling these things to whatever algorithm is forced to protect on their downside.
Not sure why people are surprised MU is dumping, anyone who has studied the history of memory cycles knows that there is a high possibility the stock price of a company will peak out before earnings do
So much for the MU 1100 bulls 😆
I got calls on spy for 766 oct.2 before that Clifford at close and now I am back to even ?? At least I lost money on MU margin that’s cool.
Lmfao MU is literally flat. Everyone is fucked on that one
Well, now we know why it dumped after ER. Classic MU.
MU is doing literally nothing. if you bought options you're a loser.
He's got MU puuuuts I can telllll by the way, he's 2-steppin' round the room
MU RKLB mooning tomorrow😮💨😮💨
Burry isn't Thanos lol, he doesn't have the power to hold MU down
Ohhh MU earnings lump dick
By your calculations TSLA is in fact way more cyclical. A “growth” stock with dying margins no better than fucking ford is valued like 20000x its worth and don’t even get me started on spcx. MU is the MOST UNDERVALUED STOCK OF ALL TIME.
For me personally, I like to keep my high conviction bets between 4-7%, mid like 2-5, small like 1-3. I also work in the tech space, I have really high conviction on sk and mu over the next 3 years (think conservatively 20%+ cagr for next 3 years), as well as anet. No thoughts on APLD or Oracle, I think oracle is running a lot more deb than I personally like, but I also haven't researched them enough. If I was buying tomorrow, the following are all at good valutaions: ISRG, MELI, MU, SKHY, ANET, MCO/SPGI, NFLX
Memory is cyclical and they can only keep up the price gouging for so long. MU will be circumvented eventually
The amount of shorting on MU is fucking pathetic, insane to me that retarded stocks like TSLA and SPCX can be valued at autistic lvls while MU PE is fucking below 10
I got spooked by the post earnings results price action and completely cashed in all my MU, good luck at the open
MU not pumping bc no one has liquidity available after hours. it will pump at open :copium: :copium:
**BanBet Lost** — /u/PM_ME_M00SE_KNUCKLE (5W - 5L, 50%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $1069.03 → $1120.00 | +4.8% | 4h | Lost |
7 minutes left to short MU
🙏MMs please price MU at exactly 0.0% again at 8pm. It would be so funny
Pop on what lmao, 100% YoY revenue and profit growth in perpetuity? MU is making a fuck ton of money right now, don't get me wrong, but everyone and their mother knows its 99% due to the memory crunch sending their margins to the moon and once those start coming back down to earth (which MU themselves acknowledged on their earnings call has already begun to happen) then where exactly is the sustained growth necessary to sustain this valuation going to come from?
All that fucking talk… and MU is completely the fuck ass FLAT after earnings. 🥱💀🫡
So glad I didn’t play MU options, easiest trap I’ve ever seen
MU didn't sell off. It just barely reacted at all.
Since you're so good at seening the future, whats the verdict for MU tomorrow
MU barely moved in 7 days, yall are watching ass hairs grow smh