Reddit Posts
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?
Hands down, MSFT is the worst fucking investment I have ever owned
Made 12k in one hour trading MU calls and puts
MU stock: bag holders are being created in real time
I don’t really care if MU turns green for five minutes anymore
the only actual edge I have to find early stocks
BofA revised hyperscaler capex to $2T+ through 2028 and chip stocks are about to get their real test
AVGO is the only stock I've seen on Robinhood with a 5 ⭐ rating & a fair value 2x its current price
Put most of my (20) life’s savings into Aerospace Defence (XAD, LMT,RTX), and now MU since recent blatant corruption
YOLO on aerospace defence and MU since the trump announcement and dip. I’ve put away 25k in savings at 20 and idk if I’m r worded or not
Memory selloff today: MU -5%, SanDisk -12% — overreaction or start of a downturn?
besides myself, is anyone else concerned that micron is now considered a value play?
SK hynix hits the Nasdaq July 10 and everyone's treating it like just another memory stock?
MU puts bought in large size 7/2/26. SMH puts 7/6. Will Apple receive approval to buy chinese memory chips? If yes that would explain
Well... the memory stocks are making last week's debate a little more interesting
Well... the memory stocks are making last week's debate a little more interesting
I have currently sold all my stocks and have $1.2 million in cash on hand. I would like to purchase a new batch of stocks to hold for the lo
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
Tech stocks to the moon or down the hell?
Leverage in South Korean chip stocks is out of control
shorting $MU: The AI bubble is a fruit
I’m more confused by yesterday’s sell-off than the earnings
Why "Mixture of Experts" architecture is the ultimate bull case for memory demand
If your portfolio is red today, don't assume something broke.
thanks for showing SLS, and how to use Reddit to find the next take-off
Hey Reddit outside of MU and the storage names, what's your highest conviction pick for the year ahead?
MU's Q3 wasn't just "good earnings." The HBM numbers change the thesis entirely.
We should go for Del Monte (FDP). F the memory shortage. Real problem is honeydew shortage.
Review of last week: AI remains the main theme, but the market has become selective
Short-term SNDK options trade breakdown (earnings-driven setup)
Risked 20k on 0DTE MU calls just to break even and it worked (6/26)
WEN got the momentum. MU had strong earnings. So… what’s next? 👀
I believe an AI/semiconductor run-up to earnings strategy will yield gains
I ain’t selling until MU is 3 dollars again. Yesterday's dip don’t scared me.
I ain’t selling until MU is 2000. Today dip don’t scared me.
Imagine being the PM of that -59% position on MU
Korean markets triggered 2 circuit breakers this week, 1 after incredible MU earnings. Is this cause for concern?
Korean markets triggered 2 circuit breakers this week, 1 after incredible MU earnings. Is this cause for concern?
Korean markets 2 circuit breakers this week, 1 after incredible MU earnings. Is this cause for concern?
Why shouldn't individual stocks make up most of my portfolio if the goal is to accumulate wealth?
Tokens commodifying *increases* not decreases demand for inference and *increases* revenue for AI chip makers
MU stellar earnings = SOXX ⬇️ MSFT & AAPL bad news = MAGS ⬆️
MU pulled back today, and I’m actually more interested in seeing how it holds/supports here.
MU update – monster rally, cooling overnight
USG blocking frontier models - and the impact on compute revenue being surprisingly positive? My thesis:
Micron crushed earnings and dragged the whole chip sector green, but is this enough to save the broader tape?
Zoom the fuck out it’s a massive quantum network
Hyperscalers are implementing techniques that could compress memory usage by up to 40x
Mentions
I was so damn close to moving all my DRAM money into MU. Thank god I didn't pull the trigger
#We can put a man on the moon yet we can't get MU to have a green day LMAO🤌
I cant even but MU shares. I buy and it immediately starts selling off and does not stop until I sell. Then, obviously, it rallies.
If MU hits 900 tmw I’m buying another 50 shares LFG
Top blazed MU at 1060. 200+ shares Thank you for your attention to this matter
USO blastoff, probably, maybe. Tbh, oil has been a bit wonky for months. So, it's basically gambling at this point. Still, that's what I'm gambling on now that MU is even less predictable. ¯\\_(ツ)_/¯
Rotate out of Korea and dump it in MU for all time highs surely
I’ll put $500k into MU if it goes to $200 lol. It will never drop that far.
they are talking about MU at 200 is this something you like MM lol?
I just increased my MU holdings by 66%
Yes and no. It would be a short-ish term problem. Aging hardware would just not be replaced. Public cloud costs would come down due to oversupply, which would mean more orgs invest private data center money to public cloud. Would it hurt? Yeah, it would - but - all the hardware valuations would be absolutely motherfucked. Hyperscale revenue takes a, let’s say, 15% revenue hit. Hardware revenue hit is like 70%. NVDA revenue, for example, has went from $29b to $215b since 2023. $MU is up 350% in 1 year. Over the same span, MSFT is only $211b to 281b AWS was about $90b to $150b over the same time. In my eyes, the hardware business carries incredible downside risk vs the hyperscalers, especially since it feels like AI bubble has already somewhat been priced into valuations for them, but not at all for all of the SOXX tickers.
Wow crazy. MU down 2% in overnight. Damn what a crazy crash.
Which of you regards bought MU @1250, SNDK @2300?
Hundred percent. MU and Korea are already started pulling away from consumer chips which is why we are seeing such a bad shortage.
Bought MU at 934 and already regretting it
Selling MU is gonna burn a lot of people
Korean retails got melted last night on margin calls... MU seems de-risked at this point. I'm in at $908
$1000 in NVDA, $1000 in MU, $1000 in MSFT, $1000 in IBM, $1000 in META, $1000 in GOOG, $1000 in BTC - high risk high reward. Investing in a single stock is stupid.
It shat itself after the mou man, MU down like 20% that's why they restarted the war
MU gunning for that -5% open 📉
On QQQ, I sell the puts and calls by distance and premium. I want $1 unless it is super safe and far. For the $1 distance depends on IV. Low IV you are only getting $6-7 distance on the put side and $5-6 on the call side. On MU, I wanted to sell the $900 put expiring today, but it wouldn't let because I have 2 other puts that go out 1 week and 2 weeks. So the broker denied the trade as concentration risk. I wanted to sell $900 put because looking at max pain levels there were several put walls before it and resistance levels. I did sell the 980 short call for $200 right at open because a short call offset my puts and brokerage was fine with it. Choose $980 strike expiring today for the same reasons. Max pain showed several calls walls before it to protect it and resistance looked strong.
Billions in MU calls being held overnight. That is why it is opening red.
Whoever is buying SKHY and MU pre-market, I salute you sirs. Could you please do that for SNDK as well? kthnxbai
Is MU now selling weed? *\*memory weed\**
$ORCL it was $1 Trillion, 6 months back. Even this price was before AI data center push by more GPU demand spike. Same for $MSFT 555 to 390. Life without internet Life without smartphones Life without AI, impossible $GOOG $AMZN $META $NVDA $MU $BAC $WFC $JPM all adopt AI.
5 shares of MU or a female virgin
Oh shit I forgot that its qqq lol I had MU in mind
Seeing MU green is sight for sore eyes
Wtf are you kidding me why is MU and SNDK up in after hours?
hell nah. i'm the retard who hype up $MU.
We’re so due for a 10% MU and 15% SNDK like the good old days
But I was told MU would go to $3000
wsb when MU ath: buy wsb when MU dips: selll
I had absolutely zero expectations of MU being green in AH. Genuinely thought we’re going below 850 lol this is why I don’t do options
$10k in MU puts last week would've nabbed you a 2 bedroom this week
lol at all the MU grifter bots on wsb
just keep buying the dip MU
I think there is still like a 50% chance or more that MU recovers in July or August, I would hang on to it
My joke "So glad I sold MU at $700" might not hold up in a few days.
What’s wrong? MU is trading at a 4 forward P/E, you should all be grateful for this discount
$MU $KORU $DRAM $MUU $EWY what a swing? $KORU Two day big red, next day big green, possibly watch tomorrow. Big green https://preview.redd.it/r3e5qnkq33dh1.png?width=1043&format=png&auto=webp&s=e67ab09e7a5ea1780d29bc52030a2b65c6d7a339
Goodnight my sweet prince MU
Deepseek stock filtrate model predicts $MU rally to begin Aug 24. Sad its going to take so long
"Crash levels" MU at $200 would be crash levels, this is just a normal correction.
Bols were warned to get out of MU and SNDK but they never listen.
Korea about to say hold my beer and show us $800 MU and $1500 SNDK shoot me
sandisk -3% MU -2%, tomorrow will be another -2% qqq day wont it. but this time koreans will tank it first to -2% before it even opens
MU holders be like: " Overbooked until 2030, which means no one will sell the stock before then" 🤣
Who was here in 2018 when this sub was obsessed over MU then? The thing was at 4 pe and kept falling anyways and wiped like a third of the sub who didn’t know about commodity cycle
MU top was 1200, buttcoin top was 120,000. Joever
MU brings out the regardness in every regard
I think MU has done more damage to this sub than any other ticker tbh
Raise your hands if you, like me, refuse to buy MU at $900 now and will be buying MU at $1,900 later this year. I am so good at buy high sell low.
No no no, I saw your post and accidentally refreshed and I searched hard to find you to warn you its been a value trap for nearly 1 year, has barely moved anywhere in 2 years. So many better stocks and even the nasdaq 100 wouldve been better. MU has a forward p/e of 7.5, msft has around 3 to 4x that with way way way less revenue growth. MU has 330% yoy revenue growth, higher margins than nvda at 86%, and 31 forward eps. Insane. They are also not cyclic anymore because peak cyclic era for mu during cloud computing era only 55% margins and only 1 year contracts. Mu currently has 17 5 year contracts locked in. Agentic AI is so big that no matter what the supply wont catch up with demand.did you know the supply is still a problem for gpus? Look into it. Id buy at least 20 to 50% of your allocation to MU or sndk right now. I like MU, Ive been in sincr 2025. Enjoy your gains
No one knows. The korean stock market is spreading the bearish sentiment on storage. but MU looks much stronger than peers on the TA. Wish you good luck though!
your entire ancestry culminated in you buying the MU top and praying to deties to make it go back to your entry price
I removed all leverage after the MU ER reaction.
MU calls? What are you, a cow? Thank you, I'll be here all day. Because I left my job to trade full time and crack jokes with you degenerates.
everyone making fun of MU bagholders, one day you’ll be the one having fomo. you didn’t buy it at $350 next time it pumps you’ll regret not buying it again.
IV had a significant drop in the longer terms after the SKHY IPO, so the options are cheap relative to most GARCH models right now I'd say its a bold move to be directionally biased, I would have sold the strangle and hedged away the delta with shorter term options spreads (I've actually been doing this trade after MU earnings myself, and am finally starting to see the IV come down and seeing profit)
Where are the MU enthusiasts?
> JPMORGAN rates MU neutral call bullshit on this. give a source.
Check the MU and SNDK subreddits, it’s the same type of shit. I bet you’d find same type of posts if you went back to early June, then it hit ATH after that
MU never hit 1330 I’ve been stuck in Somalia for 2 months now. Praise be to Allah
Regards when MU was at $900: damn i should have bought when this was cheaper Regards when MU is at $600: i’m not buying that shit lmao
JPMORGAN rates MU neutral from overweight. Doomsday for memory stocks ?
MU and other memory stocks are cyclical and the massive gains are already priced in
**Regards when MU was at $1200:** Damn I should have bought when this was cheaper **Regards when MU is at $900 now:** I’m not buying that shit lmao
What rhythm with Mbappe? MU and MSFT.
Ok, MU back to $75 tomorrow everyone.
Are you apes coming for me at MU $1200?! 🦍🦍🦍
I full ported MU calls if it drops to 850$ tomorrow see you at Wendy’s
MU forecast to hit 82% gross margins next quarter. It’s madness
I personally am convinced there are big funds here playing Korea to drive it down. Every since MU earnings two weeks ago, no one cared. Now it is the most important thing on planet earth and we do whatever they do. It's absurd. Lower liquidity there and Koreans leveraged to the tits make it easy to move. Then the narrative is pushed to scare people here.
My MU calls are down 80% smh
yes position 7/17 $MU 420p. thank you
i was doing good just taxing UNH IDK WHY TF I GOT I INVOLVED WITH NVDA SMCI MU
Don’t worry I bought MU puts. The memory trade is saved
i’ll be organizing the MU / SNDK baggie support group tonight pain
I'm thinking $MU drops to like $500 this week. The most regarded shit will happen.
MU about to have its -5% open for 3 days in a row tomorrow
I don't have a position in AMD but want to see it reach $600 because those warrants they issued in the META deal are interesting. $600 shares for a penny apiece ... sheesh. MU was relatively strong today after the open, pretty much the only semi that hugged vwap while the rest were kicked to the curb any time they were in proximity. Not all that surprising to see if rally into the close.
When MU is up I sell calls. When SOXS is up I sell calls. Because they work inverse of each other, you’re bound to be able to sell a call
btw MU is pumping as the only semi because its the only one i shorted today
Words will never be able to properly convey how much I hate MU.
im bearish until i see green MU lmao
MU and SNDK needs to pump like 4-5% more minimum before Korea dumps on us again
MU is about to do the thing