Reddit Posts
Biden to announce Billions in Subsidies for MU, TSM to rev up chip production!
2 Catalysts to load up on $MU - Microsoft boosts minimum PC RAM Specs to 16GB and North Korea backing out of Samsung collaboration for DRAM
15K earnings play on $MU printing 🤑🤑
CRE IS DEAD - Maturing office loan payoff rate for September comes in at 11.1%
Micron Technology (MU) consolidating for something big!
The Important Stock Market News from Today - (09/27/2023)
Expected Moves: SPY, QQQ vol, VIX ETFs, Micron and more.
HELP a newbie read "Most anticipated earnings"
Anyone got Manchester United?
Can We Talk? - $NKLA, $FSR, $MU, $FFIE, $KNDI, GOEV
Do you see other chip manufacturing companies following the same path as NVDA due to open competition?
LK-99 - The Potential Revolutionary Room-Temperature Superconductor
Opened my paper trading account and made some options!
Tesla ($TSLA) And Nvidia ($NVDA) lead the charge as stocks surge: Top trends of the day
Morning Briefing 🌞 June 23rd 2023
Chinese probe into Micron seen as 'major concern,' US lobbying group says (MU)
2023-04-13 Wrinkle Brain Plays - In the style of Cookie Monster
2023-04-11 Wrinkle Brain Plays - In the style of Abraham Lincoln
$MU Strong..and I mean STRONG move after hours..and a great article points to why they ate king of the castle..
2023-03-30 Wrinkle Brain Plays - In the style of Fred Flintstone
Alphanso is rating Micron Technology (MU) a Buy with a score of 9.7/10 despite adverse Q2 results
Why is Micron Technology (MU) rated a Buy with a score of 9.7/10 despite adverse Q2 results
We need the loss porn of this YOLO ($MU shorted but now is at +6%)
2023-03-28 Wrinkle Brain Plays - In the style of Edgar Allen Poe
Cramer gives the kiss of death to LuLulemon (LULU) and Micron (MU)
Earnings week ahead: Micron, Lululemon, Carnival, RH and more (NASDAQ:MU)
Micron stock slips as Citi cuts estimates ahead of Q2 earnings (MU)
Memory chips’ price stuck in biggest drop since 2008 as demand sags
$PBTS making a list of companies that are impressive in the article linked , those companies include $MU $SOBR $MSFT $AAPL $UNH $PLTR and on and on.
2023-02-17 Wrinkle-brain Plays (Mathematically derived options plays)
Checking out artificial intelligence stocks like: $AI $MU $SOBR $PBTS or even options on $AAPL $TSLA and $NVDA great article here with some of the best: https://finance.yahoo.com/news/10-hot-tech-stocks-buy-182738480.html
Checking out artificial intelligence stocks like: $AI $MU $SOBR $PBTS or even options on $AAPL $TSLA and $NVDA great article here with some of the best: https://finance.yahoo.com/news/10-hot-tech-stocks-buy-182738480.html
Morning Briefing 🌞 Feb 15th 2023 - Made insane gains yesterday, let's see if we're right again
2023-02-09 Wrinkle-brain Plays (Mathematically derived options plays)
2023-02-07 Wrinkle-brain Plays (Mathematically derived options plays)
$MU :: Micron potentially headed back to $54 on a 61.8% retracement. Let's see!
Overhead Supply on the 1-hour chart for $MU? Pretty sure those that bought higher are now going to be looking for a way out here on Micron. $NVDA earnings and recent downgrades in the industry should prove to be enough.
2023-01-23 Wrinkle-brain Plays (Mathematically derived options plays) DD
Valuing Semiconductor manufacturers and a look at INTC, AMD, TSM and MU
Preliminary 4Q'22 Samsung sales and operating profit - Misses on all $AAPL $MU $WDC
Micron Technology $MU earnings play
2022-11-14 Wrinkle-brain Plays (Mathematically derived options plays)
I was talking to one of the Major Flash vendor, TLDR; NAND Flash is about to crash
Square Stock, Tesla Stock, Boeing Stock
Gameplan for when China invades Taiwan
Why MU is going up? Any good news?
Mohnish Pobrai is extremely overrated and is not actually a long term value investor
AMD revenue warning signals deep chip slump; shares currently down 10%
AMD revenue warning signals deep chip slump; shares currently down 10%
Micron Technologies is likely this week's earnings lottery winner.
Imagine you have to buy 1 of these 6 stocks and hold until 2040. Which one do you pick? ($META $NIO $RIVN $MU $XPEV $SPOT)
Risky Strategy: Selling and Re-Purchasing to Reduce Cost Basis During a Crash
Buying 10 stocks in one industry verse investing in an ETF?
Kathy Manning bought thousands in chip company stocks one day before voting to pass CHIPS Act
Dem Rep. Kathy Manning bought thousands in chip company stocks one day before voting to pass CHIPS Act
Today's Plan on /ES - Emini S&P 500 plus CPI is today!
After Nvidia, Micron warns on Q4 sales due to macroeconomic factors and supply chain constraints
might be done with this. MSFT calls, MA calls, MU calls.
The Chips Act and why listening to Intel beg makes it hard to invest.
Advice on the following stocks
Mentions
Calling it now, MU has blowout earnings then drops to below 200 because everything is gey lately. Not touching it though because I buy puts that shit goes to the moon. I literally hate this market right now.
A person with heart attack symptoms who was unaware of serious results of these i.e. turning into serious heart attack, types on AI his symptoms and seeks advise for probable disease, emergency treatment & some hospital/doctor near area of his residence. AI now even at the primary level, will tell him that you may be suffering from........& consult........., may take........tablet and will inform name / adress of consultants/hospitals. He saves his life by taking immediate HANDY AI suggestion. AI is a wonderful thing and now not a BUBBLE. Who fool is saying it ? Now the question of investing in stocks I will only say INVEST only on the basis of fundamentals, capacity to risk of you & your company in which you are going to invest, management, past record etc. How you can think that a CEO of a Bank can even analyze AI more than Elon Musk, Google, META, ORACLE,MU, LRCX, AVGO, NVDA etc. See, analyze fundamentals of each company either in AI or other than AI. Regards
ORCL and Boardcom are down. If MU goes down, it would be a rough week.
How AI can be bubble. My dear friends, it has already entered in our life. I am using it and now ready to pay for it. Enjoy AI. Take risk in any stock on the basis of its earnings growth & fundamentals. MU, TSLA, AVGO, LRCX, META, GOOGLE, MSFT, ORCL etc are big companies. These companies financials fundamentals are very strong and expenses on AI doesn't have much impact. AI is going in right direction, as per my opinion.
Thats why you should go in MU. Watch that peripheral AI stock jump soon (next er dec 17). Do research and particularly focus on fundamentals and a bit of luck/understanding the industry. Thats how Ive been making money last 10 years.
MU, SNDK, WDC 🚀 https://www.club386.com/64gb-ddr5-price-spiral/ G.Skill [memory] kit was available regularly at around $205 to $220 just a few months ago. From late October to today, this kit's price surged by 190%. And it’s just the beginning; things can still worsen.
Fucking MU and RDDT
Not yet. I still think IONQ, MU, AMD CLSK, QBTS and QUBT have room to run. Please….tell if I’m smoking crack, as it were.
MU confirmed post earnings moon
You might be on to something. MU is next week.
$MU ER next week, $hood sell off was due to trading volumes being low deposits were still at highs, $TLT is my hedge it’ll pay out 10x if thesis plays out, $COIN slowed down on buying BTC but I see one more pump before EOY to 100k will sell out at 285 everything is a bit more calculated then it seems
https://preview.redd.it/6ecewp9pdu6g1.jpeg?width=736&format=pjpg&auto=webp&s=03fd494d1c09f218f6f84ef1c7b7322fdee3f5b4 MU & FDX 🔥
Dare you buy it? At least I dare to buy AVGO MU risk is too high
MU has more upside this week, I’ll add onto AVGO leaps if it drops to 340, guidance was kinda shitty
Hmm what do we think about MU? Will it tank after earnings too? It’s up an insane amount YTD because of AI hype as well, anyone picking up puts?
Not the same thing. MU used to even be negative profit. NVIDIA is a cash printer and it’s certain that it will continue to be in 2026 at least.
MU’s PEG is 0.18 and it’s down over 6% today…
Sometimes I think I'm retarded at this. And then I'll read a comment where someone bought OTM MU calls expiring in two weeks when MU was at 258. And then I realize, maybe I'm not so bad at this after all
MU and Nike the rest is irrelevant
It won’t be MU earnings that save us. It won’t be healthy economic data. It won’t be world peace. At this point I think it’ll have to be Donald legalizing weed that saves us 😂
When did MSFT go from old reliable to MU?
Yeah I bought it when MU was 258, and then both Oracle and AVGO happened
What we thinking about NVDA and MU?
The one and only semi to escape any AI bubble carnage unscathed, my beloved $MU will shock the world.
Sooo I’m down -10k on my $MU calls now Thanks ORCL and AVGO!
My $MU calls down -$5k Fuck my ass
$MU is like 3% under ATH, up 13% on the week, and 200% ytd..some drag.
ORCL fucked AVGO fucked But I still believe my $MU calls will print on earnings next week
$AVGO is sinking today like the Titanic, and fears about AI are also dragging down $MU; apparently, there's still more to come.
LITE, GLD + GDX + SLV, RKLB, MU maybe, PLTR maybe
MU can suck my consumer-ram starved asshole.
Wow, MU used to be mentioned in WSB non-stop back in the day, now I never see it mentioned at all
ig MU fall is up next given how high its gone after doing nothing for soooooo long, idek
Even though I was not holding AVGO, it’s taking my boi MU down with it😭
AVGO is taking my boi MU down with it 😭
From chat gpt. Fact vs cap at the bottom. This is a classic high-conviction Reddit pitch, so let’s break it down cleanly and unemotionally—what’s real, what’s hype, and what actually matters if you’re thinking about SES AI ($SES). --- What SES AI actually is SES AI (formerly SolidEnergy Systems) is a lithium-metal battery company, not a lithium-ion tweak. Key distinction: Lithium-ion → graphite anode (today’s EV batteries) Lithium-metal → pure lithium anode (higher energy density, harder to commercialize) Lithium-metal theoretically enables: Longer EV range Lighter batteries Faster charging Better performance for aviation, drones, defense But it’s technically brutal to scale (dendrites, safety, cycle life). --- The partnerships (this part is real, not fake) SES does have legitimate partnerships: GM Honda Hyundai Important nuance: These are joint development programs, not mass-production contracts Automakers always hedge with multiple battery vendors “2026” is target validation timing, not guaranteed revenue So: ✅ Real partners ❌ Not guaranteed revenue yet This is pre-commercial tech risk, not a cash-flow story. --- “MU-in-a-Box” — what that actually means This is the most interesting part of the post. MU = Molecular Universe SES uses AI + simulations to model electrolyte chemistry Instead of building endless physical prototypes, they run massive simulations MU-in-a-Box = On-prem AI hardware + software Lets customers run battery R&D locally No cloud, no IP leakage Why that matters: Defense & aerospace hate cloud Auto OEMs guard chemistry IP like nuclear codes Governments require on-prem systems This is not a battery product — it’s battery R&D infrastructure Think: > “NVIDIA for battery chemistry before NVIDIA sold GPUs” Still early, but strategically smart. --- Where the Reddit post goes off the rails 🚨 1. “ONLY lithium-metal player” False. Competitors include: QuantumScape Solid Power Toyota (internally) CATL (quietly) SES is one of several, not the only one. --- 2. “Stupidly undervalued” That’s opinion, not fact. SES is valued low because: No mass production yet Negative cash flow Commercial risk is still high Battery timelines always slip Markets discount execution risk, not ideas. --- 3. “$4 by January 1st” That’s pure Reddit chest-beating. To hit $4 quickly, SES would need: A production contract announcement Or a government/defense deal Or OEM confirmation of lithium-metal adoption Without that → price action = speculative swings only. --- The real bull case (short and honest) SES wins if: Lithium-metal becomes commercially viable OEM partners choose SES chemistry over competitors MU-in-a-Box becomes a recurring revenue platform Defense/aerospace adopts their tech first (likely earlier than EVs) This is a venture-style equity, not an investment-grade stock. --- The real bear case SES loses if: Lithium-metal remains unsafe or too expensive OEMs delay adoption past 2027–2028 Cash burn forces dilution Competitors beat them to scalable production Battery tech is notorious for: > “Always 2–3 years away” --- How to think about this stock (important) This is NOT: NVDA NBIS A cash-flow compounder This IS: A speculative deep-tech option Binary-ish outcome Needs patience + risk control If you play it: Small position Treat it like a LEAP, not a core holding Expect violent volatility --- Bottom line Fact: SES has real tech, real partners, and a smart AI angle Cap: Guaranteed success, “only player,” near-term moon If you want, I can: Compare SES vs QuantumScape vs Solid Power Break down dilution risk Look at insider ownership Or map a defined-risk options play instead of shares Just tell me how you want to play it.
$MU (obvious) and $NKE NKE I heard people saying "it's gonna go up because world cup hype next year" last ER I played it, cuz price looked interesting, I got the direction (up) right, but I got greedy, didn't sell calls at +100% cuz I was hoping for even more and in the end my monthlies calls expired worthless :(
my main holding is SOXX so i cant complain. Also really love MU
Is anyone playing MU next week?
Thankful AVGO beat so my MU and LITE calls will live to tell the Xmas story.
AVGO will set the tone until MU reports.
Don't think so. Look at each and every memory stock. STX,SNDK,WDC... All of them had bigger YTD growth compared to MU. But MU is the OG AI memory winner
MU gonna drop like a rock after earnings. it's way overbought. due for a correction.
$MU calls looking juicy rn on this dip
Looks like a rotation out of semis… gonna short MU… but they haven’t reported with the memory shortage in the tanl
I just somehow had one of the luckiest runs Ive ever had. I sold Visa calls I bought yesterday and manged to roll into MU at 253 and sold right at 260.
Great write up. Ik other people in the thread might be flaming you but it is a good sentiment your post. I think the shift finally happened that while AI will be omnipotent now and in the years to come. The market is cooling and much more suspicious of AI. They’re being said of course they’re still going to invest but they want to see the balance sheets. I think that’s why we generally seen on Reddit at least and I think to an extent institutional investors have shifted their bets from open AI to Google. I do think that was a good play long-term in the AI race is trying to get onto the supply side. Being Nvidia or MU for example.
Oml pedantic redditor, you dont lose money by not investing. You lose opportunity. And by boring I meant I did not believe in the companies business model enough to get me interested in buying in. This year Ive been more invested in AMZN, META, and MU and have done well.
I don't think that China will buy Nvida's GPU's. According to a Reuters article: China discouraged local tech giants from purchasing advanced Nvidia chips over security concerns this year, while showing off a new data centre powered solely by domestic AI chips. And in 2023, Beijing banned the use of Micron's (MU.O), opens new tab products in its critical infrastructure, which paved the way for a decision this year by the largest U.S. memory chipmaker to exit the server chip market in China, Reuters reported last month. Do you think China's tech giants will disobey their government? 😂
Futes drilling But my $MU calls will still be green tomorrow 🙏🙏🙏
Well looks like atleast my ORCL calls will print. On the other hand, my CRWV, MSFT, MU, PATH, SOFI, POET, GOOG and ASTS positions will be FOOOKED
MU's relative strength is insane tbh
SPY futes drilling but my $MU calls will still be pumpy
MU earnings is going to destroy this retarded AI bubble narrative.
Nothing is stopping MU and AVGO holy!
I’ve been trying to tell you about MU for weeks now
Nice! I sold my MU calls today for a 50% profit. Will get back in once the dump ends
So COIN, GLD calls for now and QQQ, MU and NVDA once the pullback happens. Those are my plays right now. Maybe BMY calls tomorrow. Any other ideas?
I've literally been campaigning here for yall to buy the dip at MU, and look at where it is now
https://preview.redd.it/l8ou1fgrwf6g1.png?width=1619&format=png&auto=webp&s=81efb029f9233df37e09fceb83032f4447ba2df8 MU WSB Classic
QE was awesome post-covid. Now we get it at all-time highs! This is not crazy at all! /s But, I think we have learned that the Fed was super nervous about the clusters in spikes in SOFR rates, which was a genuine liquidity issue, possibly shutdown related, we'll never know. I took that as a signal that the Fed would surely cut, not that they would start buying treasuries. I'm not knocking gold, silver, and copper at all, I have exposure to all, but I think the vast majority of loan-created money will go to the place it has been reliably going the last three years: AI infra. Even Jamie D is blunting JPM earnings to invest in that vertical. For the bubble bears: If you've been bearish all along, you're bearish for the same reasons now that you were three years ago: the train might stop. But, your bias shouldn't be prove the train won't stop and I'll get on, but prove to me that it will stop and I'll start to disembark. The Fed has the back of the stock market, even though the stock market absolutely does not need it. Corporate bonds are fine, outside OAI-adjacent stuff. The dollar hasn't tanked. Inflation is not about 3%... yet. Monetization of AI is best measured by API calls. Companies pay for those. That is exploding for every player, except maybe OAI losing some share to GOOG. Inference is the monetization wave and is now most compute demand. ASICs are probably the future, but NVDA has some ASICs build into GB300s already for long context windows. Crucially, there is a memory shortage now. If models stay the same size, all those new API calls need more memory to run. Except models don't stay the same size. Sparse mixture of expert models still improve when they have a larger RAM footprint, and quantization of large models reliably increases halluncinations and degrades performance. That memory will come from MU, SK Hynix, and Samsung. EWY has an uber low PE and is 40% Hynix and Samsung. This is the safest Sharpe ratio bet in the world, but it won't pay out as much as MU. If you held memory stocks in past shortages, you know what a wild ride that can be. This is a secular shortage. Fabric (ethernet/NVlink/optics) and GPUs might still be the bottleneck for training, but probably not, but training was the the bottleneck pre-2025. The current and destination bottleneck is high-band RAM, and the fundamentals of these companies scream bottleneck. Anyway, crystal ball comment, not advice, yada yada. Feel free to come back and mock me if I am wrong.
Somehow my MU calls went from -40% yesterday to +60% now
hold for some afternoon fun. I had ORCL, AVGO, and MU calls, but legged all three positions into spreads.
Nibba what? My $MU is pumping to new all time highs as we speak. Idk what stock you doin
WDC MU pumping everyday 🦬🦬🦬
Hey buddy I found the reason: My news feed/most dividend websites didn't have this yet. A blind google search for a distribution. it dropped cause a surprise large dividend. DIVIDEND ANNOUNCEMENT: Daily MU Bull 2X Shares/Direxion Shares ETF Trust (NASDAQ:MUU) on 12/09/2025 declared a dividend of $3.6321 per share Good now I can sell it not thinking I'm not getting my due.
No clue why MU and AVGO still being pumped to new ATH
I made this comment before they announced they were killing consumer. The semi tariffs won’t impact sk and Samsung as they’re already mid buildout on us manufacturing. I’m more bullish now on MU than I was before they announced the end of consumer memory, but they’re extremely stretched now. I otherwise agree with you. I expect it to run alongside the rest of AI capex for the next several years. Longer term, I am more bearish. I expect more competition on HBM and I have my doubts that on MU’s ability to stay competitive as the Korean manufacturers finish us-based manufacturing and will likely be aggressive with margins. There’s nothing special about MU’s product and there never will be, unfortunately. HBM will likewise get commoditized, but I agree with you that the next five years probably it’ll rip.
I know it's all FOMC right now, but I look at MU every f'ing day and think to myself, 3 months, you were gonna YOLO into it, and didn't. Makes me sad. I don't get why that company only moons.
I am not saying you shouldn't buy MU, but choosing today to buy is highly regarded you can say you like MU more than NVDA but facts is NVDA still safer bet to go up sure MU will probably go up more, but it also swings a ton, you need to be ready for the huge drawdowns
Are there any $MU bols here or is it literally just me?
$MU bers here are mad that MU obliterated their puts
Holy shit $MU is actually going to the muooon
$MU micron penis about to shatter ATH’s
I’ll update you on my profits within a month or less ;). Laugh all you want now, their forward P/E ratio is actually in a good spot and not overpriced despite recent pumps this year. Also, NVDA is still insanely overvalued and many regards here still buy that over MU. Sooo..
nah, volatility decay reads as daily rebalancing effects, which is working in the funds favor right now. Volatility decay means that if MU dropped 25%, you would lose 50%, and it would take a 50% gain (twice as much) in MU to get u back to even. Here it closed up last night. So consecutive up days should be more like 'volatility compounding' (a term I may have just invented) not decay :) Like 20 questions into it with chatGPT... could be that Auth Participants aren't aggressively arbitraging its NAV... for various reasons. idk.
$MU god candle and everybody here is sleeping on this lol
Chillin with my $MU calls while everybody panics
you pulled up a chart of it how it did since open. Last night it closed at \~85, and reported a NAV of 85. Its down from the 85, down 3.32% while MU is up 1%. That implies about a 5% loss in NAV over night. Shouldn't happen.
true. i commented without looking at anything. but now that i pull the charts up... MUU is up 1.16% today while MU is up 0.36% so idk what you're looking at tbh lol
Daily rebalancing (aka leverage decay, volatility drag, volatility decay - these appear to all be synonyms for) doesn't explain this. It's up consecutive days. So the math of leverage rebalancing is actually working in the funds favor (not against it). Also, notably, MULL which is also 2x leveraged isn't substantially negative while MU is positive.
How is it that MU is up \~0.5% and MUU (2x MU Bull) is down \~3.0%? Like wtf.
MU to $300 is not a meme. Best positioned semi and company/analysts have not baked any potential China sales.
Good thing I full ported into $MU, this shit will be immune to dump due to severe RAM shortages
I'm not sure you can call it "value" but I'm bullish on MU. Has alot of market cap growth in front of it to pull towards that T dollar market cap. But it's probably still smarter to just buy SMH
If we are talking just pure company stocks and not ETFs or Funds I have an account for each kid that I DCA $25 per week into each. Evenly split 33% each NVDA, AVGO, MU. I know I could just buy SMH but I prefer the higher exposure to MU and AVGO.