Reddit Posts
Someone tell burry his shorts are kaput
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
All I ask for is MU 1000 now wake up 🙏
Looks like MU is getting rdy to catch up with SPY
Revenue growth in past year: Micron (MU): +167% SK Hynix: +145% SpaceX: +92% AMD: +50% Broadcom: +48% Meta: +28% Tesla: +26% Intel: +25% Alphabet: +24% ServiceNow: +24% Amazon: +20% Microsoft: +18% Apple: +16% Visa: +14% Spotify: +14% Netflix: +13%
$MU slowly priming for the KOSPI rally
> Micron (MU) has a forward P/E multiple of 4. Four! Sounds crazy undervalued, right? How is no one else seeing this, you might think? What makes you say that a forward P/E of 4 is low for a low profit margin business? There is a reason why different company types have different P/Es and forward P/Es.
Him meeting with Trump doesn't mean he's a scammer, and he is far from Trump's best friend (heck at this point even Elon has drifted from that title); he's leveraging as any smart CEO would given their job description. Trump will certainly play his insider trading game and do shady business left and right, but if you think Su wouldn't jump on that train if the opportunity presented itself I don't know what to tell you, especially considering she works with his admin regularly. As bad as Trump is for just about everything, he is great for businesses that know how to play his ego and his game, considering he is more than willing to bend rules and laws for those that do. AMD has been great and I got lucky to invest back when it was $2/share over a decade ago, and really add on more a couple years ago. I also hold NVDA and looking purely at fundamentals they are in a better spot, forward prospectus is ambiguous for both and it's not always an apples-to-apples comparison. You have to take your bias out when analyzing the two and focus on what the market needs to move either upward. NVDA increased revenue 85% YoY vs AMDs 38%, has 6.77x higher TTM revenue and Net Margins in the 63-72% range vs 13-14% for AMD, TTM P/E of 31x vs AMDs 160x. Each will be pushing for new usage and different aspects where their product can be on top, but right now production seems to be a concern due to skyrocketing demand so both have plenty of opportunity. None of this is to say AMD can't or won't close the gap, in all likelihood the law of large numbers will work in AMDs favor, but there is a lot more to stock than a singular comparison or one component. NVDA has been dropping their insane cash flow on partnerships and acquisitions, a massive dividend increase, building a conglomerate long-term. What really matters for both of these companies is a continued commitment from top companies and optimally a more visible ROI on their CapEx in the coming years. AMD, NVDA, TSMC, MU, MRVL, and a lot of others have a very bright future even if all maintain the status quo and we start to see companies thriving with AI usage.
I was under the impression that memory was a bottle neck, and in demand.? Why would MU have a 1500 price target. You believe what Wall Street wants you to believe, I like my theory better. It Fits.
this is reality of why MU is slower compared to other semis, so wanted to point out that we close to gaining momentum too, as for the bears fuck them and their vile comments about MU last month.
three things that can make MU rip again fast 1. SNDK beat and higher guidance 2. KOSPI going for round2 3. CXMT getting banned If all three happen shorts will be burnt and burry will be buried alive. just know that all have a very high chance to happen
AI bubble crash is good for future AI-technology. All look for ROI. Once AI bubble crash, all hardware parts &cost of GPU, CPU & memory drop hard. Many datacenters expansion cost lower, economy grow all sectors, not just few narrow AI stocks. $SKHY $MU $NVDA $SNDK $SMH $AMD
Because MU, SNDK and others can crash 40 % in a month and still be up 500 % year to date. If NKE crashes 40 % now it would be $24 which I don’t think is very realistic.
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $1070.00 (above) | $994.37 | $880.64 | +7.6% | Aug 7, 7:01 AM |
Qqq about to rip to 730s and MU still under 1000s What are we even doing here
NVDA, MU, MSFT, GOOGL, just to name a few
imo right now is the pull back. MSFT/AMZN are printing on their investments, everyone still has money coming in and there's a DRAM shortage. If you're eyeing $MU $NVDA it's now or never
MU is still solid but too expensive atm
"SK Hynix, Micron, $MU, and Samsung have reportedly sold out and allocated their total DRAM and High Bandwidth Memory production capacity for 2027, per Digitimes."
Legit where we should be positioned. If the MU trade is dead and pinned then .. well fuck me
https://preview.redd.it/jbi0k9umhfhh1.jpeg?width=550&format=pjpg&auto=webp&s=707fba9dd2166e26388dc78256eeb544fabcf245 Nvda is not allowed to get close in percentage to MU wtf
Very scared for tomorrow. Keeping MU under a +10% day is a huge win for bears!
What is the chance Kospi open margin calls my regarded MU spread bets in an hour lol?
MU with its regard strength refuse to go down with AMD lol
MU absolutely face ripper tomorrow, believe me
How you been bro? Glad to see ya. I’ve got MU and some things. Leaps on MU. Positions in Googl, NBIS, and APLD my other biggest. You just full port soxl?
If investment art is still about cash flow and returns, then we go up. Typical memory cycle is longer >24 months. This is not a typical memory cycle and it will be developing longer. MU will post better returns. It might go to 1500-2000 territory. Again, only if investment is about returns. Nowadays it is all about fakery and narratives. It can stay Forward PE 4 for long. Or jump to Forward PE 8 (2000$ territory). Who knows 😂🫣
I can’t wait to scalp MU and AMD tomorrow I’m so horny
Nvidia is ripping as it should, AMD could drop 15% and it still won't justify its valuation. I think we are at a stage of semi run where being in semi doesn't automatically send you to the moon. If MU turns green by turn, I'm getting WDC calls. WDC earnings will be very strong instead of half ass AMD earnings.
Is AMD the next MU (40% crash from the peak)
nvidia is ripping, I think semi should be fine. good my calls are proxy move through MU. MU still has a chance of turning green by open, unlikely but it won't be 0 like amd calls. AMD cannot justify its valuation the way MU is able to.
MU you are not AMD wake the fuck. Snap out of it.
MU red before Kospi opens RUH ROH
Even though AMD is a pound the table buy, it is brown boy summer and Lisa Su was not invited. $MSFT $MU $GOOGL $ADBE
Got a slight lil 115% gain on MU 1dte calls im doing fine
My MU calls for tomorrow are FKd
Absolutely nobody: MU : *dumps*
Yeah sold my $100 MU to buy back $950 MU. Thanks analysts.
WDC is out of the question. MU and SNDK are trying to return to their positions, but this one hasn't even shown any intention of reaching 600.
**BanBet Lost** — /u/Clackamas_river (1W - 1L, 50%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $825.28 → $1000.00 | +21.2% | 1w | Lost |
MU moves with the market now. Forgot about reclaiming ATH anytime soon
AMD increasing that Capex and MU still going down in AH . This is regarded
ok i get why MU, Sandisk, asts are down. but why the fuck is sofi -2% AH
MU gonna tank on the AMD call
Yep, still concerning. Thanks for your original post. As a MU stockholder, I hadn’t considered your point and believe it holds water. I intend to hold for a long time and insights like yours help bolster that decision.
they love to short MU after hours what losers
See $AMD $MU. 800 tomorrow possible
Bruh AMD dragging MU and others 😭
ahh man I was tempted to hold on to my MU put spreads short the 840/820 line but I was like ehhh kind of related to AMD in a way so I closed out for a profit it still might be fine - but sheeeeeeesh
cxmt is trading at like 10x PE ratio than MU and SK hynix, just let it be.
**BanBet Lost** — /u/HaveALLtheSchmeckles (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▼ | $833.26 → $743.34 | -10.8% | 1d | Lost |
"Breaking: Michael Burry has disclosed his updated positions He: • Sold his Microsoft $MSFT longs • Sold his Oracle $ORCL shorts • Sold his Palantir $PLTR January 2026 shorts • Rolled Nvidia $NVDA shorts to June 2027 • Rolled Invesco $QQQ shorts to Feb 2027 He continues to hold his short positions in $SOXX, $MU, $NVDA, $CAT, $PLTR, $TSLA, and $AMAT" 🤔 Bullish!
Loaded up MU lotto tickets incase AMD and SNDK make it rocket.
I own WDC & STX, but MU & SNDK are a bigger part of my portfolio.
MU dump before close right on que
The debate around Micron (MU) comes down to whether artificial intelligence (AI) has permanently altered memory demand or if we are watching a standard cyclical peak. Here is a breakdown of how fundamentals, valuation, and market positioning interact right now to answer that question. ------------------------------ ## 1. Analyze the Fundamentals High-bandwidth memory (HBM) is the core fundamental driver separating this cycle from past ones. * HBM demand: AI servers require significantly more bits of DRAM, squeezing industry supply. * Capex discipline: Profits depend on manufacturers keeping production low enough to maintain pricing power. * Margin expansion: True long-term thesis validation requires gross margins to stay elevated through typical downturn windows. ------------------------------ ## 2. Evaluate the Valuation Traditional semiconductor metrics often fail during extreme cycle transitions. * Price-to-Earnings (P/E): This metric looks artificially high at the bottom and deceptively low at the peak. * Price-to-Book (P/B): Historically a safer metric for MU, with buys occurring near 1.0x book value. * Normalized earnings: Investors must calculate average mid-cycle earnings rather than pricing the stock based on peak AI hype. ------------------------------ ## 3. Assess Market Positioning Sentiment and macro factors dictate short-term momentum regardless of structural shifts. * Crowded trade: Heavy institutional ownership in AI names creates sharp, volatile liquidations. * PC and smartphone demand: Consumer tech still consumes the bulk of standard DRAM and NAND flash. * Double ordering: Enterprise customers often hoard inventory during shortages, creating a false demand signal. ------------------------------ Which specific metric—like HBM market share or historical P/B ratios—are you tracking closest to time your moves? Let me know if you want to look at historical cycle timelines to compare against this current run.
Really tempted to full port MU leaps
MU gonna open at 950 tomorrow and run to 1k
MU can't break that 900 wall
Once MU ramps up we're punching 800 friday
MU 900 being the Korean DMZ confirmed
Please MU, break the 900 barrier
I’m almost back to break even on MU holy shit
MU still very cheap....but most folks will only start loading it after 1200
why tf does spcx have bigger market cap than MU? like double
Holy MU someone really doesn’t want it over $900
SNDK up 50% in 1 week is just wild. *Looks at MU shamefully* 😒
C’mon MU your home is on the other side of 900. That’s your home! Are you too good for home?
MSFT tanked after earnings the one before last, MU idek what’s going on there, their daily chart looks so fucking ugly
China will become a top contender within a decade, this matters a long for long term MU health
MU PUMP and everything will be alright guys
It's not stubbornness if it's based off fundamentals and vibes tho. Fundamentals are solid (MU shouldn't have a PE of < 5 when hyperscalers are increasing their capex) and vibes were fantastic. It was obvious what was being done (macro manipulation to get the overleveraged guys margin called) - it made the play obvious. Semi story isn't done, they're ripping back to ATHs soon, which made SOXL a fantastic investment. Up over 30% in less than a week on it \^.\^
so what are we thinking for MU - sideways through close, dip , or rise. Honestly not sure at this point.
I’m with you homie. My earliest WSB posts are MU calls for MartyMoho right before/around when he disappeared RIP to one of the PG Legends
If this holds tonight, tomorrow will be fave melter for SNDK MU
dnt trust MU to stay up ,lets see
MU 1k tomorrow seems so likely
Is MU +30% tomorrow really that much to ask for?
MU looking forward to power hour and KOSPI ..how sentiments change..
SNDK rockets and MU follows
AMD and SNDK earnings have high impact on MU
I may be retarded, but MU calls feel like free money if we’re going back to ATHs
buy $MU it will double from here real fast..don't miss out , cxmt ban is coming
MU is going to break into 4 figures any day now..... Careful with the short-term calls though
Look people bought MU at 1200. We owe it to then to take it to 2400.
If MU hits 1k end of week, I’ll eat horse shit while I twerk to Miley Cyrus music
MSFT, MU, GOOGL, maybe that means ADBE next.
Can't wait for KOSPI to pump MU to 950
Everyone exiting MU before Korea can pull the rug tonight?
**BanBet Lost** — /u/d3sp (6W - 2L, 75%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $894.48 → $910.00 | +1.7% | 2h | Lost |