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
I will be getting margin called. I have naked goog and MU put
DCA’ed to 23 avg. Love how MU and SOFI triple beat every report yet get shafted.
Up 20% ytd, NBIS, WDC, MU being my biggest winners.
I agree with your P/E take when talking about MU, but c'mon, it's MU story is very different than e.g. Google's. RAM and GPU are cyclical until they're not. These AI companies "overbought" like crazy, right? Yet, they experience overload errors quite often. How are they getting overloaded if it's just hype and nobody is using AI? You also didn't address my other points.
My calls and leaps on MU doesn’t feel good now
Im here because Im addicted to options trading and retardness MU Apr17 420 calls will print?
I guess I’m just gonna buy MU and SNDK calls everyday since it always goes back up
I had 2k shares with a cost basis of $98 last time I owned MU. Sold right after it broke $100 way too soon but it was initially a swing.
Damn now you got me thinking MU calls
I started day trading back in 2016. AMD, MU, NVDA, TSLA, on and on and on over the years. To think all the time and stress would’ve been better spent just investing and holding. But where’s the fun in that.. this is a casino.
I lost 30k on MU options in 2017 if I just bought shares it would be worth 300k + dividends 🤡
I have been calling for it higher based off its estimated net income potential. Estimates for MU's net income is now at $63B for 2026 and $105B for 2027. Based on a p/e of 10, that should be a market cap target of $1.05T putting shares around $930.
Would have had better luck with $USO, $MU, and $SNDK
Same because of trump tariffe I had 500 share which I have sold for 1000$ profit and then MU went to moon …… otherwise I would have recovered my trading losses 😑
Yes maybe. But if MU has 100% upside then SNDK has 200% upside. If you look at the last few months SNDK performs twice as much as MU.
Same - MU at $55 circa 2017. Its sat in my account like a red-headed step child, reeking of disappointment for so many years. I think it could reach $500 by Christmas.
Fuck you and congratulations. I have 2 MU call spreads to numb the pain a little. Bought them a few days ago and already rolled them once for 40%.
I remember swing trading MU in college, cashing out big at 14$
I believe it but not till 2030. The bubble pops before then imo. A least 2 more years of this is my expectation. Maybe more. Who knows we’re all just guessing. I have some MU call spreads I bought a few days ago around 325. Already rolled once at 40% profit.
Yeah, I sold 25 shares of MU at $81 in 2021. Sucks
I traded MU like 30-35;years ago lost plenty of money on it and if I would held those 2k shares ?
MU after Op buys back on Monday https://preview.redd.it/m7e7cb06c7tg1.png?width=225&format=png&auto=webp&s=565f71e15f35e9831a01ac9761b9f5f849f2b623
Something something "Being early is also being wrong." It happens to the best of us. Most people didn't know that AI would blow up until after long after the 2025 April tariff low. A lot of the ten baggers from penny stocks came after 2026 started. Don't beat yourself up over it. And now that MU has pulled back significantly, you have another chance to start again.
I've been using Profits Unlimited since 2018 and the returns are real. MU up 777% since recommended
I would go with $EWL (Korean ETF) puts or credit call spreads simply because of the high exposure to Samsung and SK Hynix. Almost half the ETF is made up of those two companies. Memory demand seems to have peaked. For example, when I look for a memory cycle bottom or top it is paradoxically a low PE 3-5 range indicating a top since it’s a cyclical commodity. This is due to multiple reasons, the insane gross margins they are currently selling hardware at (80%+), future demand and CapEx spending. The time to sell MU or memory in general is ignoring the PE and focusing on Price to Sales (P/S). If you see a P/S above 8 it’s usually time to exit or put in a stop loss. Currently MU is trading at a TTM of ~6.5-7 after the recent correction. This is 160% over the 10 year median. The time to buy is when the P/S gets to 2-3 and excess inventory is cleared out and gross margins will be low, allowing expansion into the next cycle. Any AI nerds coming at me saying this time is different, hahahaha.
I think OP is delusional I used to work in this field. When AMD was $1.80 I wrote about this https://np.reddit.com/r/AMD_Stock/comments/9v1n6f/amazon_web_services_aws_pricing_amd_vs_intel/e994dka/ When SMCI was pumping from $70 to $1100 I wrote about how this was an obvious scam, fake numbers, no real AI tech. https://np.reddit.com/r/wallstreetbets/comments/1bw9c8l/goldman_sachs_and_morgan_knowingly_offering_scams/ The numbers the stock market are pushing out is basically Enron like to keep jacking up the numbers. Can the market keep pumping, possibly. There’s a lot of issues and when it goes I can see flash crashes of 40%. Do you think stocks that run up 1000% aren’t going to crash there have been days where on no news stocks like MU and SNDK have gone up 10%+ much like SMCI used to do 2 years ago.
I hold 11 stocks, almost all of them growth stocks. I look at a bunch of indicators. I bought MU last fall, rode it up 160% in four months until the P/E ratio got too expensive for my taste. It’s not that I automatically stop buying at a certain standard point - sometimes I keep buying, sometimes I let cash build up. But when a stock I believe in drops, I’m buying. For example, I initially bought NVDA at a split-adjusted $3.50, and have bought more at every dip.
Thanks! Yeah I think DGXX will recover and really like Nebius too. Have a look at posts by the user retiredportfoliomgr on reddit - I found out about him because of BW getting a contract with APLD (he was/is big on BW) but he has good writeups on NLST. I like GLXY too. If you're buying shares, you won't go wrong. Ones I'd keep an eye on for the short term are FSLY, UCTT, BKSY (like you said), KOS, MU, WDC and BW.
Can MU go to 600? Pls someone make dd for me
Why is MU down more than SNDK :/
As you should be long during the pump. Just watch the market recover from Trump's speech on Wednesday night should tell any smart trader that the market was looking for any single good news to pump. It just so happened to be the Iranian Hormuz toll that did it. Although it would still be a 50/50 game, the market was leaning to the upside. I had a solid chunk in long positions from FLY, PL, MU, MUU (short term MU play), ESE, CIEN, and then I hedged it with USO and UCO Wednesday afternoon. I use Schwab for my stock positions, and I sold out of all the long except for 1/2 MU position, and 1/4 ESE position while still holding USO and UCO. Adjusted hedge by selling UCO at $40.30 also in premarket. At the open when it was clear the market was not going to drop anymore (I watched MU open around $340 and did not drop below that premarket $339 level), I bought them all back. Some of them like MU, I sold at $352 in pre and bought back the same amount at $348. Same with MUU selling at $129 and buying back at $127. I got ESE back at the exact price. There were a few like FLY and PL where I bought them back higher than my exit (PL exit at $29.5, bought back at 31, and FLY exit at $28, and bought back at 29.3). Also exited USO at $138.15 by 9:45am. Sure, there were a lot of adjustments, but it paid off as all the long positions are in the green while both hedges were also green. If anything, anyone wanting to 0dte index trades should be looking at a surprise rally instead of a surprise selling.
The loss was made while sat on a toilet seat, depressed out of my mind and wanting a way out of my life, therefore gambling on it with a stock I only discovered after sitting on the toilet. The decisions this year were made with thorough research through experts and assessing news/geopolitics. There was definitely a difference. I also made considerations for risk. The big wins like MU were with a fraction of what I put into safer stocks like Amazon which have barely gained in the same amount of time. If I went more heavily into my niche researched picks, that 45% could have easily been 200%
I’ve taken a lot of profit and exited some positions entirely after their insane run-ups (like 4x MU). My cash:stocks ratio is now 1:2, which is the most cash I’ve held in a while. So my plays in these riskier stocks is over, I’ve got what I wanted from them. Now it’s about my next phase for the long term. I do believe I will eventually reverse my overall loss. It’s also worth mentioning that this loss is unrealised, it’s a single stock that I heavily invested in that tanked 90% shortly after. But even that is slowly recovering and may turn around. I also have a big unrealised loss in Novo Nordisk, but that also has a good chance of recovering long term. The core of my portfolio now is MAG7 and defence stocks. After reading everyone’s replies, I think the best approach for me is 90% all world etf. And the remaining 10% in more speculative stocks based on the logic/fundamentals I used in getting this year’s wins. I’m still in my 20’s, so I definitely have time in the market to recover if I play my cards right!
MU puts last week, then calls that’s I paperhanded and sold for puts that i luckily paper handed at open today
Im 21 and my current holdings are: Stocks: ITRG, NVDA, O, MU ETFS: VOO, IYJ, VXUS, ICOP
Anybody buy MU puts at end of day?
#TLDR --- Ticker: $MU Direction: Up Prognosis: Long shares / Buy 2026 LEAPS Catalyst: AI data centers are devouring HBM memory supply, creating a massive structural shortage. Collateral Damage: PC building bros who are about to pay 2021 prices for normal RAM.
Why the fuck are the price spreads on MU options so god damn wide even with high volume and OI lmfao
Maybe some sort of barbell approach would mitigate risk (assuming you're timeline long enough to be solely in equities). Something like 80% in VT and 20% on your horses that go you to the 45% annual return (MU, data centers & defense). I don't recall the term but it's something like gambler's fallacy where human nature is to sell winners and pump more capital into losers. From my experience, doing the opposite leads to better returns.
Get ready for MU to drill cause I just bought PUTs baby
MU usually deep red not sure what's going on with that either
MU puts for tomorrow.
That’s me with my MU stock, and of course it rebounded hard the afternoon I sold.
Sorry y'all, I'm shorting MU so it's staying up, unlike EVERYFUCKINGTHING ELSE!!
I’m nervous and I don’t even have an open position right now 🤣 If MU break below $360 and holds I may open puts I am scared
What are the stocks you've bought recently? I got EMBJ, MELI, NFLX and MU.
Can we get another +10% MU day today...plz??
Nah, only like 20%. I was like 80% into MU and then got fucked on earnings… so I sold out MU and have been mostly swing trading till we get some stability back…
MU consolidating for move up? But could be down, but I would guess up because everything seems to be getting bought up on dips, but it could go down but I’d guess up.
The markets are insane. MU: “hold my beer” lmao
MU movement is crazy, i don’t know where to start
Could’ve sold my MU puts for a 50% loss, probably going to end up selling at 100% thanks to the scam pump..tale as old as time smh
...and fall 6% already this morning. As I said, ride the wave up, jump out fast when it drops. MU is notorious for fast collapses. Of course it's going to rebound, just be certain the rebound is sustained as you reenter. It's clear you've never paid much attention to MU. Lol.
Added more MU calls at that last little pause
I mean he does said Green twice last night. SNDK already jumped back to where it was yesterday. I guess MU going 400
MU is preparing to absolutely cook
Yeah. Im selling puts on google and MU had a heart attack this morning
Had to take profit on my MU calls even though I wanted to hold. 25 contracts @ 0.28 and sold at 1.90. Think this still has room to run tbh
MU & INTC straight baggers today
Didnt get MU calls at open. I regerts.
Did you buy MU at open? Why not?
Solid foundation — VOO + SCHD as your core with VXUS for international is a smart framework. A few things the numbers show: **Your biggest gap is international exposure.** VXUS at $1,500 is only about 3% of your portfolio, which means you're almost entirely betting on the US continuing to outperform global markets for the next decade. That's been the right bet recently, but over a 10-11 year horizon it's a real concentration risk. Your plan to build up VXUS is the right instinct — I'd actually go further and direct your entire $500-1000 monthly contribution to VXUS for the next 10-12 months until you're at 15% international. Your VOO and SCHD positions are already large enough to compound on their own. **JEPI is worth rethinking at your timeline.** Covered call strategies generate great income but they cap your upside in bull markets by design. At 10-11 years from retirement with a late start, you arguably need growth more than yield right now. JEPI makes a lot more sense 2-3 years before retirement when you're transitioning to income. The $6,000 there could be working harder in VOO or VXUS during your accumulation years. **MU is your wild card.** At \~5% of the portfolio with roughly 2x the volatility of the broad market, it's your single biggest source of downside risk in a severe tech downturn. Not portfolio-threatening at this size, but worth knowing it'll swing twice as hard as everything else. NVDA at 3% is fine. **What's working well:** Your effective diversification through the ETFs is excellent — you're exposed to thousands of underlying companies despite holding only 8 positions. Your portfolio shows strong defensive characteristics, losing roughly 23% in simulated crash scenarios versus 30% for the S&P 500. Your sector coverage is solid through VOO and SCHD — you've got good healthcare, tech, financials, consumer, and energy exposure baked in. The only real gaps are utilities and basic materials, which are small sectors and not worth chasing. And your 3.0% yield is more than double the market average, so the income engine is solid. **If I had to prioritize:** VXUS contributions first, reconsider JEPI's role second, everything else is fine to hold and let compound. I ran your portfolio through an analysis tool I've been building — it simulates crash scenarios, calculates sector coverage, and flags risk concentrations. In a 2008-style market crash your portfolio drops about 23% vs 30% for the S&P, and in a tech-specific crash it holds up even better thanks to the SCHD/JEPI buffer. Happy to share the full breakdown if you're interested.
entire market is pumping but look at the fucking MU lmao
Guys i just planned a party this week because MU to the moon yesterday. Now i go back to Wendy's dumpster. I am crying in casino
Thinking of selling all MU and waiting till it drops mode to buy more
So what happens next week. Do I buy my naked put on MU back im getting fucked
USO going to make MU gains look like a boring boomer stock
I’m holding like 575 shares of MU and some other tech…no options
The last two times I spoke to my friend MU earnings day: “take profits. Sell calls.” He had 600k worth and said, “watch this, I’m about to make 150k” Last night: “oil will dip right before his speech. Buy futures and set a stop loss on them. It could fr go to $150 by the time this is over.” He said, “fuck that” That dude is weirdly confrontational and mad at me now. wtf lol
yes I am retarded. I also shorted MU premarket so it will close green
yes I am retarded. I also shorted MU premarket so it will close green
yes I am retarded. I also shorted MU premarket so it will close green
Bought MU yesterday at open. Sold at close. Looking to rinse and repeat today.
I feel like MM is gonna pin me down and ass r@pe me for the next 8 hours. All my calls like MU, msft and GLD will expire worthless and my puts on USO, definitely expires worthless. Sad thing is, I won’t even get to come as I’m not ghey and don’t like ass play 😭
You do realize that buying into ETFs means buying into the mean returns... Which will inherently underperform due diligence? If ETFs were the bees knees, why bother with individual stocks to begin with? The abundance of ETF slop has distorted the market beyond belief- it's part of why $NVDA and $MU are so overvalued
Sold my MU calls yesterday too early. Then sold my puts that would have banged today for loss :(
Bought MU and SNDK puts yesterday at market open, lost 7k held onto them and today they will pay
MU is going to 800 shortly
MU AND SNDK moving like memecoins lol
Just realized intel would have been $MU if they hadn’t sold their memory devision a few years ago go, like they’ve made the absolute worst decision and they they plan to try again at mobile modems like do they seriously think they can compete in that sector since Apple has failed multiple years trying to make their own.
so glad I got MU META 24 apr calls right before close. I just want a win atp
wait does this mean MU wont go to 400 tomorrow?
Discount on MU again tomorrow, don't miss it
For sure. I have a history with MU I had couple shares and wanted leaps in ~feb or April can’t recall but those leaps went from $3 to $229 (300 to 22900) right now I’m trying to take advantage of the drop and tap into an industry that may run like semiconductors lol but ya you right thanks really happy for you congratsss
This might be a stupid question but here it goes: Why do people think $MU is breaking out of the cyclic memory trade? My understanding is that memory chips aren't a huge barrier for entry so when prices go up (as part of the cycle), supply gets ramped up by all players and then that leads to the following cyclic downtrend. That being said I understand everyone thinks the memory demand now is much larger than previous cycles and I can get behind that, buuuut does Micron do anything special with their chips? Is there any reason that they're going to finish as some memory top dog compared to the other competitors that will also upcycle production?
MU only likes violence lol