Reddit Posts
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
The next memory trade is still the memory trade (receipts from one year ago included)
SKHYV brought attention back to storage, but SNDK is what I’m really watching
SUNB - MU CHADS WHO ARE NOW DROWNING IN TENDIES: STOP YOLOING MEMES AND LISTEN UP. SUNBELT RENTALS JUST IPO'D AND IS PRIMED TO FUCKING PRINT
Are semiconductor shares still a good investment, or too much growth is already priced in?
Semiconductors semi-conducted me into wealth. 💾⚡”
A warning on how a stock hobby can progress
Anyone watching the $MU open tomorrow with the SK Hynix listing?
Mentions
intraday? What would I type in if I wanted to see MU 850C expiring 7/31 ? https://preview.redd.it/1ky3wfupbtgh1.png?width=2994&format=png&auto=webp&s=db0ffbc182b4cba8e8aff11506065c3db3d4796c [OptionCharts.io](http://OptionCharts.io) have the live intraday data for $35/ month.
There was a pretty big market wide drop around 10am (MU was up before that) when the Yen intervention report came out. After that some stocks recovered but a lot just stayed flat (not just memory or tech)
I need MU to get back to $1,000
Yeah i don't see the mag 7 running out of cash to throw at MU and SNDK. But a real big crash/recession could wipe out the backlogs real fast...
MU ABOUT TO HIT 1300 by Wednesday
Oh man you memory freaks come out of the woodwork to ruthlessly defend your portfolios. Momentum trades have not been this bad since 2020 and 2008 (critical dates). This is readily available to fact check in TradingView. You can focus on the fundamentals all you want. They do make a lot of money. Maybe they will make even more money in the future. But you’ve also got to look at the technicals and right now SNDK is down 50%. MU is down 30%. Quote Amy hood all you want. Share NAND prices rising like crazy. None of that matters if the share prices are falling. SNDK dropped 5% on Friday while the Q’s rose 0.65%. Are you just gonna buy the dip forever? Finally, he isn’t spreading misinformation. Quit using buzzwords. MSFT did not raise their previously issued FY26 CAPEX guidance. They *may* increase it FY27 going forward. Getting all emotional and defensive with stocks is how you get taken advantage of by the institutions.
Live footage of an MU and SNDK shareholder https://preview.redd.it/gezu5vdu1tgh1.jpeg?width=1320&format=pjpg&auto=webp&s=86d5feae0d62645e103cce562dfbc15a7d7cb19a
MU ABOUT TO HIT 1000 Monday
MU ABOUT TO RIP TO 1000 Monday
HAHA MU ABOUT TO HIT 1300 Monday
MU went from $65 last year to $1200. SNDK from $45 to $2300. Both still up substantially ytd. It’s time for you memTards to let it go. They already had their run. Leopold and Citadel are using you as exit liquidity. I’m sorry you chased at the top. Don’t do that next time.
MU will stay regarded.. moons $100 and lose that $100 on the same day... daily.
Commented elsewhere but can expand on it: NBIS shares from January 1st until something like $250 and shorting SPCX with 2x leverage for awhile (In hindsight, should not have stopped but I’ve been burnt before shorting Elon’s companies and the $150 floor seemed real). Never locked in the gains around 300% but did so at 250%…then decided to try and scalp a little bit with memory stocks. Was basically looking to chase 2% gains on their swings. Got greedy, started trying to make up for some frustrating misses with MU by using some leverage, which obviously led to even worse losses because I kept botching the timing
MU about to rocket to 900 monday
I'm hearing a rumor that there might be a memory shortage? I'm going to spend the weekend researching this and maybe invest in MU before others find out about it.
'Good thing I sold that MU dead cat bounce off yesterday' Same guy next year: 'anyone know if MU is a good buy at $3000?'
I’ve got a bit in index funds but the majority of my brokerage is in individual stocks, mostly tech. I think Apple, goog, google, meta facebook Amazon MU, Microsoft, etc is a much safer bet than many (most) of the dogs in the sp500. These companies are not GM, GE, Sears, Kmart, etc.
Nah, this is just the side effect of the market piling into the AI trade. They need to short something to remain beta neutral when they bid up MU and SNDK, so SaaS have to be the sacrifice. No one believes in the SaaSpocalypse anymore.
Contrary to many here I think $MU going to ATH in August.
I have been investing for almost 20 years using a similar methodology and it is actually hardest to beat a narrow bull market because of the outsided returns in a few stocks. I was only able to beat the market in the past year because I had MU (which was a screaming buy after tariffs). In a bear market, you just pick up good companies on the cheap which typically have a floor around actual cash flow versus money losing spec stocks.
Thanks for sharing ... not here to hate on this fairly sensible strategy. I've essentially been 100% SPY for 25 years, and now that base is big enough that picking stocks and trying to outperform is relatively pointless. Of course I'd love to find the next MU and ride to the moon, but we all know that ain't happening. Buying MSFT or GOOG on a dip is basically just buying the SPY, so unless I start day trading biotech penny stocks I'm SOL
Wow the technology that brute forces results missed the nuances of the the human experiences and said something stupid... Maybe shirt MU and Goog or something amrite?
She could be behind the whole thing... get 1/2 his remaining MU stocks... then up they go after the wedding? Oh wait... I'm a genius. I've cracked it. CALLS ON MU!!!
Should I buy back into MU? Can't tell whether that ship has sailed or not.
We’re at the bottom MU ABOUT TO BLAST OFF
So new deepseek is at opus 4.8 level at \~20x lower cost... Here's what it means according to AI. it will trigger Jevons' Paradox: lower cost per token doesn't kill total hardware spend, it drastically expands the addressable market for deployment. | Ticker | Primary Driver | Short-Term Impact | Medium / Long-Term Impact | | :--- | :--- | :--- | :--- | | \*\*META\*\* | Open-source strategy validation + lower inference overhead across billions of app users | 🟢 Bullish | 🟢 High Margin Expansion | | \*\*AMZN\*\* | Slashed deployment costs drive massive customer volume growth on AWS | 🟢 Positive | 🟢 Strong Cloud Growth | | \*\*MU\*\* | Mixture-of-Experts (MoE) architectures remain bottlenecked by HBM & high-speed memory | 🟢 Positive | 🟢 High Structural Demand | | \*\*AMD\*\* | High-memory bandwidth GPUs become very attractive for budget-conscious inference nodes | 🟡 Volatile | 🟢 Market Share Gains | | \*\*NVDA\*\* | Potential CapEx slowdown fears vs exploding long-term global inference volume | 🔴 CapEx Uncertainty | 🟢 Volume Re-Expansion | | \*\*SNDK\*\* | Dataset caching and local enterprise model storage requirements | ⚪ Neutral | 🟢 Mild Positive | | \*\*NBIS\*\* | Lower unit compute pricing compresses margins unless utilization scales rapidly | 🔴 Pricing Pressure | 🟡 High Volatility / Opportunity | | \*\*INTC\*\* | Slower hardware adoption relative to ARM/Nvidia server architecture | ⚪ Neutral | 🔴 Structural Lag | \*\*TL;DR:\*\* The market will likely freak out short-term over potential GPU CapEx cuts (hit to NVDA), but long-term, ultra-cheap inference accelerates enterprise adoption and hugely benefits Hyperscalers (META, AMZN) and Memory (MU).
I've not. It was pretty clear the price suppression was caused by MM and hedge funds dumping stocks from ATH, along with a lot of people getting margin called in South Korea (and in US/Europe), amplified by negative sentiment and fear of rate hikes causing new investors to panic sell. Furthermore, as we can see in hindsigt, some of the movement was literally to force Situational Awareness to get margin called, aka blatant stock manipulation via legal means. As soon as the play was done, the entire sector spiked upwards again. For MM and whales, it was easy money to buy shares on the cheap around the 29th (MU bottomed out at 710 USD) and sell them again at open on the 31st at 910 USD. Literally free money, and then a bit of retail also sold to lock in gains, get their money out closer to buy-in price etc.. I suspect we will open slightly down on Monday, then climb towards 1000 for MU during the week.
Yes, I got around 1/3 of the virtual gain in past few months with OTM CC. I intend to take the original MU/AMD/INTC shares with me to the next world. Don't need the M in this world.
Ima be real with you. If you're worried about short term capital gain taxes, you likely aren't investing in the first place, just gambling. If you're buying stock, you hold that, for like 5 years or more. Want short term trades? That's what options are for (though I'd say primarily write/selling them). If your stock blasts up like MU or STX or any of the ram stocks? You can sell it short term and still be up massively after taxes, or if you truly believe it's going even higher... just keep holding. Between automated buys and chilling while selling maybe a few put contracts, you keep a mostly hands off approach which typically leads to more stable gains anyways.
I got into MU in Jan and it was like $350 It sucks that it’s fallen $200 from ATH but it’s still up about 300% in less than a year
On Monday we'll find out who's stronger, retards hopium maxxing for memory to go up or TA bros saying the AI bear market continues. Kospi open on Thursday did cause a meaningful breakout for Samsung and SK Hynix, but only a slight breakout for MU and SNDK which was immediately rejected. I was jestering in here yesterday but ngl it looks bad if Monday or Tuesday isn't super green.
MU damage control articles being posted in full force
We are the same haha I was up $80,000 yesterday morning and held too long and lost the gains. So mad at myself. MU and SNDK decided to do some dead cat bounces
July 15th was my date, was up HUGE on MU, Goog, rklb. had alrrady sold off about half along thenway, then Kept saying 1 more month, save 10% in taxes (nothing to sneeze at) I Should have paid the fkn taxes.
Why was MU down almost 7% yesterday then 🤨 ?
It's not a bubble for AI, it's a dramatic hardware upcycle caused by the AI buildout. The bubble lies in hardware companies, but be advised that this is not some speculative bubble where people are throwing money into random companies making no money. This is a product of cyclicality in hardware. These hardware companies are selling what are essentially either commodities (DRAM) or products that are destined to become commodified over time (GPUs). Right now, hardware companies are enjoying absurd margins due to the land grab in capex from scalers and selling every chip they can produce. This never historically lasts. Digestion periods, supply gluts leading to margin collapse and execution missteps are all inevitabilities that are being priced in via a forward discounting mechanism in hardware. This is why we're seeing extreme multiple compression in companies like MU and even NVDA. The market isn't using a linear model to project the valuation of these companies. Scalers will keep increasing capex over the coming years, but the market prices these supply side cyclicals based on the *rate of change* not on the absolute change itself. Thus, when underlying commodity prices (the canary in the coalmine for cyclicals) begins to decelerate, smart money typically immediately begins exiting and the stock peak is reached up to a year before the earnings actually peak before eventually sliding. This is why the recent collapse in stock prices for the memory industry has occurred in my view. Right now these companies look cheap and like you're paying peanuts for their upcoming earnings (because you are). The issue is that when the earnings peak and they guide for no growth or even a decline in earnings (probably some time next year for the memory industry), people who have gotten stuck in the stock based on the 'fundamentals' of today are going to start to get very nervous and we'll see mass capitulation when the supply glut actually hits and margins collapse. AI is real. It will change the world. It won't change the economics of commodity markets and it won't mean that all companies involved in the AI sector will be printing infinite money with 80-90% margins forever. That just makes zero sense. NFA DYOR ETC.
If it was still Friday before close, would you buy MU calls or puts?
No crying in the casino. MU stock is surely volatile enough? Just day trade/swing trade it.
I got a bunch in MU/MUU and DRAM and adjacent semi stocks like PENG and KEEL so here’s hoping
Sell now. Put remaining cash in call options expiry 2028. 25% MDB 25% SNOW 25% MU 25% MRVL
**BanBet Lost** — /u/actualnotme (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $1035.64 → $1500.00 | +44.8% | 4w 2d | Lost |
Why are so many people negative about $MU it can easily hit 1000 by end of next week.$SNDK and $AMD earnings coming up which will be cataylsts
Tell me why I shouldn’t sell MU puts. I’m going to do it anyway, but tell me
Today I started updating my stop losses to closer to the gains number. *Fake Numbers* So if I bought in at $2, I setup an initial stop loss of $1.50. I watch the option climbing, let’s say it goes to $3. I then change my stop loss to $2.50 I watch the option climbing, now it’s at $4.50. I then change my stop loss to $4 You have to watch them, but I had slow periods where it wasn’t hard to update frequently. I did it with my stocks too. It unfortunately meant that I didn’t get the whole MU plunge, bc it popped back up for a bit and triggered the stop loss. But I got most of it 🤷♀️
SPCX(TSLA)=Religion MU=Company
\>he thinks reddit can pump MU https://preview.redd.it/ytixhui0gogh1.png?width=293&format=png&auto=webp&s=4f53a1822858c342d6c80f38e3cf2c02ceb259e7
I bought DRAM a few weeks ago causing memory stonks to crash and then sold at a loss to buy MU calls in the morning of that huge green day. Did I accidentally do an insider trading? 🙉🙈
Man I’ve made so much money on MU it’s fucking awesome
The memory crunch is still on so they should have great earnings, yes? So MU goes up?
And yet, SNDK and MU are down on the day.
Four direction changes in five sessions, several of them double-digit. The whipsaw is the story. Nobody has conviction, positioning is unstable, and the tape is being driven by flows rather than by anything about the businesses. Long MU & SNDK
She is a 4 but her cost basis on MU is sub 300$
🥀they been messing up with our MU
MU still the 16th biggest company in the world
MU hasn’t seen two Green Days in a row in more than a month
lol dont tell me MU,SNDK CALLS
you know if SNDK goes up, MU goes up and AMD also lol
MU having a lower TTM than MCD is aggravating me
MU, TSLA and MSFT calls will rip next week.
Yeah JFC all of these seem to be in the wings before MU can move.
Buy MU idiots. This IS financial advice.
Might good time for MU calls. SNDK earnings probably gonna pump it.
Up $13k trading options (calls/puts/straddles) on MU over the last 3 wks. With the big intraday moves this week, early morning straddles have been paying off. This morning a 930 straddle cost 35.07, by close it was worth 106. Now, I have to learn to hold until close because I didn't make 7k on that trade.
yeah this post was obviously made to pump MU that's why OP keeps bringing up MU for no reason. No way this account is real.
I want to buy MU but I dunno at what price. $600? Is that too cheeky?
lmao MU gonna be down worse than AAPL by the time AH closes
Imagine "knowing" MU was a guaranteed payday, despite the recent turbulence
MU going to go down and there will be one last pump to 870, half this sub going to FOMO in and then its gonna go down again.
If you did puts in MU you would have about 20k before the end of today.
The memory rugged pull is quite drastic lol.. take MU as an example.. it opened at 925 and close at 823.. $100 just vanish from thin air within the day... :money:
No I would never be a gay bear 🐻. MU calls until the wheels fall off
I was seduced by MU and SNDK yesterday and may have made some bad decisions today 😔
Some 🤡 was saying MU calls were free money this morning! Wonder how that turn out
MU going back to $700 again..lulz
MU gave me another taste and I couldn’t resist 🤦♂️
So are we buying the MU dip ? 🤒
Where is that MU cuck that was getting angry last night when I said MU is going back to 800. Well buddy ?
I hate myself so much for becoming an MU bagholder man. Fuck this stock
MU hit new bottom. 1100 incoming
survived the rate decision, bought the MU dip, and still end up 5% down on the week. Starting to feel like I should put my crayons down.
i lost $250k this week in my port because i made an extremely stupid gamble on MU with leverage. i dont feel quite as bad, because i was down 500k 2 days ago. im no my 4th beer today and its 230pm, trading hurts.
Diddy is the new spokesman for MU
show of hands ,all who held SNDK and MU Calls overnight ,hoping for a banger today only to end up with loses?
So, I finally joined the regards club. Guess which really intelligent person bought MU calls on the open? Oh, it's done going down? Fuck!
Nothing can bring MU regards to see the light
See the problem is, you can say all of this, and you make perfect sense But no matter what, MU regards will still not listen to you The only solution to this is to bring in a psychologist and ask them to please analyze why this is happening
All will of this MU will deal all with
MU still sitting under the 200, created another higher low, yeah this shit is going under 700
How will MU will deal with this all ?
MU no, I'll buy a million chips or whatever it is that you sell!
Let's take a moment to recognize how credible this sub really is. It was flooded last night and this morning with posts saying MU WILL do this, and SNDK WILL do that- not hopefully, but with certainty. Yet here we are, LMAO