Reddit Posts
Nvidia earnings + Anthropic IPO. More blood in the AI streets, or redemption next week?
Nvidia earnings next week. Can good numbers still disappoint this market?
MU, SKHY, and SNDK are -42%, -35%, and -63.5% below their ATH respectively. What odds do you give the cycle high has already been printed?
MU, SKHY, and SNDK are -42%, -35%, and -63.5% below their ATH respectively. What odds do you give the cycle high has already been printed?
People are obsessed with forwarded PE and other metrics. Well, look at MU and NKE. I’m telling you, Nike stock is cheap.
Nvidia's down but Micron out-earned Apple last qtr and is worth a 6th as much
Thinking about selling elf beauty stock to buy MU, Google and Nebius. What would you advise?
$MU at 3.6x forward earnings is not cheap. It is the top.
Thursday’s chip crash priced a 2028 permitting risk into 2026 earnings. Bull and bear case below
How anti-data centre are the Democrats really?
Is this actually an AI bubble burst, or just macro repricing?
WoW Forever. the real reason the ai market crashed today. just listen..
The market has gone from FOMO to FOGO: Fear of Getting Obliterated.
The Valuation Disconnect: Why are cash-rich Tech & Hardware stocks trading at half the valuation of Consumer Staples?
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Never thought my first 5 figure movement would be south but here we are
Safe to say I should’ve paid closer attention
It's even better today 😀 what a month! -$2.9m
Is it too early for the Big Short 2.0 movie?
Buying the dip on individual stocks or adding to index funds: what's your approach to this pullback?
earnings preview for next week, mostly watching AAPL and AMD
MU YOLO: The Memory Super Cycle Is Not Peaking — It’s Broadening. 31% Upside to $1,400
MU900call successfully yielded a 272% gain
Asimov imagined the robot economy 70 years ago. Here's the AI trade everyone might be missing.
DRAM DD: I spent $500k worth of AI tokens this month
It’s been a tough year. What’s the moves for the rest of the year?
30K to invest - Oct 19 Market open
What's your take on the market, currently?
Micron takes a Saturday Night Dumps on Hyperliquid
Apparently buying the dip makes me a gambler. Thoughts on buying, logging off and checking back after a month.
Leopold biggest holdings are: MU, SNDK, Coreweave, BE
Why is market crashing again? I'm so sad.. I cannot habibi
Burry disclosed his shorts on NBIS and MU on September 22th. They are now down by 22% and 16%. Haters say what now?
Is a ETF like SCHD a good candidate in current volatile economic environment?
$META CEO Mark Zuckerberg says “memory and persistence” are next priorities for Muse Wonder as agents take on tasks that last weeks or months.
Buy Micron Tomorrow Oct 13th NewYork Session
My $8.8K HSA experiment is now worth $600K 🚀
Leopard just got liquidated by fake news again: Citadel 2: Leopard 0
MU rewards patient investors and punishes gambling addicts
MU rewards patience and punishes gambling
Markets Grinding Higher; Models are More Cautious
MU Taiwan voted 80% in favor of strike
5 AI names I’m watching Monday: $MU $RYET $APLD $BE $ORCL, from memory chips to AI software to the power grid. What are yall watching?
Midterms Nov 26 to Jan 27. Trump loses & these stocks will crater. (BTC, AI, DataCentre, Tesla, SpaceX) right?
Thanks to the guy who posted a rant about MU falling in the morning despite fantastic earnings call
Mentions
MU INTC gonna get alot of business outta nvda stuff
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $800.00 (above) | $769.08 | $769.08 | +4.0% | Tue 9:32 AM ET | | **Record** | 1W - 1L | 50% | - | - | - |
I got fucked for sure, was trying to get more puts and I lost all my premiums. Decided to tool it and get a MU put thinking that it was too good to be true for a green rally Monday, I guess we will see.
right I am curious to see. Im invested in MU and wonder how this will affect them. Definitely good that I derisked MU earlier and bought google though.
Lol, buy valid stocks like MU or SNDK instead of this junk.
How is bitcoin still dropping, I’m expecting a reversal and me feeling anxiety (I have MU puts) but it just keeps going fucking down, I’m so excited, it’s like anti capitalist Christmas
I wouldn't be surprised if he was the MU 800c whale from April / May timeframe tbh
No data center nimbys in space. Start launching memory chips rubber-banded together immediately and pump my MU and SPCX combo thank you
Btc will hit 200k easy mark my words. MU just needs to hit 2k real quick first
Say you are right and all the negative stories coming out are suddenly all saying the same about Nvidia. What about every other semi companies that have been saying that demand far outstrips supply? AMD, MU, BROADCOM, on and on. Are they all creating artificial demand ? Seems highly unlikely.
Shouldve sold my calls Tuesday.... Shouldve called my calls thursday... shouldve just go break even on friday.... Yeah Rip my MU calls...
I’ve been buying hand over fist. My largest wins the past few years have been buying the fear in GOOG at $150, buying the fear in MSFT at $350, buying AMD and MU before they really took off. This NVDA setup is quite similar - pure fear driving the price into the ground. It’ll likely be back above $200 by January, probably sooner.
Translation: “please give me my money back, PLEASSSEEEE GIVE ME MY MONEY BACK I BOUGHT MU AT $1000 I DON’T CARE ABOUT GOING TO THE MOON ANYMORE I JUST WANT MY MONEY BACK”
I just don't get these people who are so hopeful on all these AI stocks, for instance MU being worth $190 and then $1100 in 52 weeks and Goldman Sachs giving it a $2500 PT. The sentiment has been dying for months now, it went from $980 to $700 in 6 trading days, why would it all of a sudden just flip back to $1200 in a matter of 1 and a half months?
been buying puts on MU all month, made a lot, and lost a lot
MU breaks 1k before Christmas and I'm def getting the logo tattoo
Put everything you own in MU $1200 calls for January
Bought a 702.5 MU PUT for Monday towards the end of Friday, I really really hope it’ll be like November 5th again.
There are 2 kinds of compute demands. Training and inference. Training demand is very compute heavy and GPUs are the gold standard. Mainly model companies, labs use training demand to create new models. Inference demand is for serving the model. Cloud providers focus on this as their main market is serving these models to customers. Inference demand in the future will dwarf training demand. For inference, compute requirement isn’t that high but memory requirement is. This is what stocks like MU shot up much later than NVIDIA. People realised inference demand is going to be massive a bit later. GPUs aren’t great for inference, buying NVIDIA GPUs and linking them together for inference instead of using ASICs is like buying 5 $80k BMWs to transport a soccer team. Instead, Using ASICs for inference is like buying a bus (number of seats in this analogy being memory). It’s way more efficient to use ASICs than GPUs. They will never be able to make token costs low enough to ever be profitable if they are using GPUs for inference. The industry has now officially moved over to inference, there are still new models being trained but the inference demand is dwarfing that demand. And NVIDIA obviously sees the writing on the wall and is doing things like acquiring groq but their bread and butter, GPUs are losing customers. Cloud providers like Google and Amazon that are very cost sensitive and need to keep inference costs low are moving away from GPUs and into ASICs
At this rate SNDK and MU are going to buy back all their shares.
**BanBet Created** ▲ | **Record:** 1W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MU** | $800.00 (above) | $769.08 | +4.0% | Tue 9:32 AM ET |
$MU and $INTC are gonna soar next week... can't wait
If we anticipate MU to pump heading into that stock buyback in December, kinda feels like picking up some SNDK on Monday for the few week hold feels like the play, no?
Exactly, past gains guarantee nothing. But you cited MU and SNDK as examples when both are up \~200% YTD. If your argument is that Nvidia’s future earnings are already priced in, prove it.
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MU** | $800.00 (above) | $769.08 | +4.0% | Mon 11:32 PM ET |
My MU calls are beyond fucked on monday
I’ve owned amzn, tsla, AMD, MU, nvda, goog, since 2014. It’s completely changed my life.
I just don't think the scenario works out like you are expecting. I am a process engineer at one of the major tool companies and my previous job was at another major tool company. My job requires me to understand metrology and yields for processes running through the fabs every day. Intel cannot handle the capacity in your scenario as they are struggling to meet their current capacity. Intel either stops manufacturing their own chips as requested from the US govt, or sacrifices their own yield for other companies. Their fab capabilities are also limited so you cannot expect them to litho dep etch package etc in the same way customers use TSMC. While I doubt China invades Taiwan leading to TSMC dead, if we assume the rest of the world just rolls over, they will most likely invest in a lot of the smaller fabs and pour most tools into TSMC US. So it would benefit the dedicated fabs (GloFo, TSMC US) than it would for the designer + fabs like Intel or even TI, MU.
Massive demand and massive profit doesn’t mean stock will go up. Just look at MU and SNDK
Pretty much a lot of stocks that were talked about in here are halved with their price or even worse. Even gold is dumping. Where is money going? RDDT, NFLX, Coreweave, NBIS, RheinMetall, Gold, Silver, SanDisk, MU. Only Mag7 stood tall other than with the Nvidia news.
Just bought 1k shares of MU…FY FAA
yep could be fucked. I'm hopeful though, lots of huge institutional long orders came in for stocks like INTC, MU a couple hours before close.
MU inexplicably on its way back to double digits during hyper growth
Jensen back by Monday, MU rezching 1500 next week
MU going up next week dw guys im always right i think
MU is the funniest shit to Swing trade
MU down more than NVDA as well.
buying back into MU its going to make a move in the next couple weeks.
I would love to see him at Micron. The MU CEO is ineffective.
MU. Bought the dip and then Trump bombed Iran and I got wiped out of 10k
MU options make qqq look like a kitten
Holding MU has taken years off my life
I remember trying to convince some indian fellar to sell MU at 1100 he did the nod which is apparently a disagreeable gesture
I wouldn’t wish holding MU on my worst enemy. Absolutely ball crushing
MU intraday high low spread is crazy, literally crazy every day
Making $14k in two hours and immediately considering MU calls is peak WSB lol. Taking the Nvidia profit was probably smarter than trying to catch every last dollar. I've noticed how easy it is to get attached to a market move while using moon too. The next trade should make sense on its own, not because the previous one worked.
Holding my MU calls 💎 👋
What are you honest thoughts on DCA my IRA into MU, NVDA, GOOG leaps throughout this week? Don’t fuck with my IRA? Or very smart play?
I'm gonna be honest here...with the way $NBIS, $MU, ORCL, $CRWV, $AMD, $NVDA, really everyone is performing...this day could get a lot worse. Nasdaq being down 1.85% is honestly a gift
fuckin MU scam candle, god damn i hate market makers, i wish someone would shit in their ceral
Please stop me from buying MU calls.
im sure MU 200 day is at 760 QQQ at 682 ish
Memory bols you OK? MU lol
Time to HELOC the house for more MU. Memory is the most asymmetric bet in market history at these prices
Imagine holding MU at 2,300 and NVDA at 240... couldnt be me LMAO 🤌... 😭
Imagine buying MU at 2,300 LMAO 🤌
MU is kinda schizo today
Whatever is happening with memory is extremely regarded and rigged. MU should be 2k
MU just fell off a Cliff LMAO
what is happening to MU
If MU drills all day I’m out a lot of money RIP
How tf is MU selling off on the weak ppi? Hot cpi last week cratered it
Is MU gonna do any winning today
MU gonna rip to 830 and then fall rest of day
Would be nice if MU could pump to where it was last night given the low ppi…
It’s funny how Institutions have trapped people so wonderfully in SNDK. This stock is mainly dumping more, rising less, classic lower highs. Meanwhile, Software, Semis, Cyber, have all been nicely rebounding. SNDK did 2% from the last low of 803 or something, while AMD did 30%, NET did 30%, heck even MRVL did 12% with the shite of a deal with LITE. MU was the same, did about 10% from 650s. Institutions have people exactly where they want: away from the next rally. They have people so blindsided by having them invested with many being down so much, thinking a fucking moonshot will come and they all make another easy 100-150%. Damn, this is pure evil, and absolute cinema to watch
going MU long, Nbis long, MSFT short
Cant decide if I wanna sell my 750C 11/20 MU at open for 70% profit or not
0DTE spy calls mainly and progressed into Tesla puts/ calls and MU puts helped along the way
It makes me wonder if the huge run ups in MU and AMD this year were because they knew and how much AI hype was just to dump their positions
MU under 800 is the easiest buy of the century. Thank Allah for this opportunity
I bought 1 BTC and about 18 ETH when they were around 18k/1.4k-1.6kish respectively. I legit forgot them until someone mentioned it when it was climbing upto 82k. I thought, "cool" and didn't think much about it again until it started climbing up from around 84k in like March 2025. Sold it for around 90k when I wanted to move money into mem/ai related stocks. Lost a buncha of money on MU calls for earnings in like July/August? When Korean retail was getting margin called like crazy. Oh well, haha. I can laugh about it now, but I was kinda upset at the time.
The issue is MU 0TDE are so expensive as well
Literally my whole portfolio is in MU calls for tomorrow and the market dips now wow
Well. MU has now dumped 31 dollars from AH high. No way it reaches 900 tomorrow now my calls are worthless. Great. Life has been terrible for me this year
Why does MU only follow Korea down and never bounces when Korea bounces
Sooooo why did MU selloff 40 bucks overnight? Holy shit
Holy Korea and MU dump. Legendary