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
The Subtext of the Comment: In the broader stock market, a Forward P/E of 5x is considered dirt-cheap. For context, the average stock in the S&P 500 usually trades at a Forward P/E between 15x and 20x. Tech stocks often trade much higher (30x, 40x, or more) because investors expect rapid growth. The Redditor is looking at Micron—a major tech company supplying essential components for computers, smartphones, and AI servers—seeing a 5x multiple, and basically asking: "This looks ridiculously undervalued. Why is Wall Street pricing this tech stock like it's a dying brick-and-mortar retailer? What's the catch?" Part 2: In-Depth Analysis (Answering the Question) The reason MU (or any similar semiconductor stock) might trade at a dramatically low forward earnings multiple comes down to the specific, highly volatile nature of the memory chip industry. Here is why the market occasionally prices Micron at what looks like a heavy discount: 1. The Cyclical "Value Trap" The most important rule of cyclical stocks (companies whose profits heavily follow the economic cycle) is that they often look the cheapest right before they crash, and the most expensive right before they rally. During a boom phase, demand for memory chips outstrips supply, prices skyrocket, and Micron prints money. Analysts extrapolate these massive profits into the future, creating a huge "forward earnings" denominator, which pushes the P/E ratio down to levels like 5x. However, the stock market is forward-looking. The market knows these peak earnings are not permanent. Investors refuse to pay a premium (like 20x) on peak earnings because they anticipate the cycle will soon turn downward. 2. Memory is a Commodity Unlike companies like Apple (which sells a unique ecosystem) or Nvidia (which has a near-monopoly on specific AI chips and CUDA software), Micron sells DRAM and NAND. These are largely commodities. A memory chip from Micron does the exact same thing as a memory chip from its main rivals, Samsung or SK Hynix. Because they sell a commodity, Micron is a price taker, not a price maker. If Samsung decides to flood the market with cheap memory chips, memory prices crash across the board, and Micron's massive projected "forward earnings" can vanish into thin air overnight. The market assigns a low P/E multiple to account for this pricing risk. 3. Massive Capital Expenditures (CapEx) Net income (earnings) can be a misleading metric for semiconductor manufacturers. Building the fabrication plants ("fabs") to create cutting-edge memory chips costs tens of billions of dollars. Even if Micron has high earnings on paper, a massive portion of that cash must immediately be reinvested into building new factories just to stay competitive. Because their Free Cash Flow (the actual cash left over after paying for operations and factory upgrades) is often much lower than their accounting "earnings," a P/E ratio makes the company look cheaper than it actually is. 4. The Boom-and-Bust Cycle Reaction When memory companies make huge profits, they tend to build more factories. This inevitably leads to an oversupply of chips a few years later. When oversupply hits, the prices of DRAM and NAND plummet, and companies like Micron can quickly go from making billions in profit to posting massive quarterly losses. The market gives MU a 5x multiple because investors are betting that the "E" (Earnings) in the P/E ratio is an illusion that is about to drop significantly. Summary The Redditor has stumbled upon a classic cyclical market phenomenon. MU is trading at 5x forward earnings not because Wall Street is ignoring a hidden gem, but because Wall Street does not believe those earnings are sustainable. The market is pricing in an anticipated collapse in memory chip prices and a subsequent drop in future profits.
Can someone tell me why MU is trading at like 5x forward earnings
Last friday was My first attempt trading 0DTE. My one and only attempt lasted for less than two minutes. Tks but no tks, too much excitement for me…and an excess liquidity warning from the broker: MU $0.89 10:36:54 MAR 20 '26 422.5 Put $89 Bought 1 $1.05 0.89 Limit, Day MU $1.09 10:35:06 MAR 20 '26 422.5 Put $109 Sold 1 $1.05 1.09 Limit, Day
Seeing the bull right now is that sad drooling Pepe you pat and whisper: “It’s gonna be okay, fren… just walk into that room with your far OTM $MU calls. Tomorrow we moon hard.” His eyes sparkle with pure regarded hopium. He charges in snorting.You turn away slow. Hear the BANG.Single tear. “Another bag of worthless 2026 calls bites the dust….should have sold when the strait of Hormuz closure news broke, regard.”
MU is by far cheaper than those others, if demand is really expanding!
Here’s how this is good for $MU and solving the Iran and the strait of Hormuz situation
I agree. Anthropic went from $1B to $9B in 2025. Then in 2 months they hit $19B. The AI market is exploding and they’re supply constrained. NVDA, MU, AVGO and other AI stocks are going to catch up to what’s happening sooner or later.
Never weeks. Some a day or two. Best trades, we're buying premarket and selling late afternoon. One was MU, day before earnings, sold after earnings. 2nd was SMC. Bought morning of Earnings. Made $10k after report after hours that evening. And LNG was a good one. Bought at market opening after the gas facility was bombed by Iran. Sold for almost 10% profit late afternoon, right as the price dipped.
Bro, during extreme volatility is always the best time to actually make money! Congratulations on your MU play! It was one of the stocks that made me the most of my profits ever. Why not use the 10 in very solid defensive companies and let compounding do what it does?? Simple math says you'll double up every few years with correct positioning in this ridiculous market with great companies that pay nice yields.
It’s gonna be pull back to $550 level like $MU.
Memory and optics stocks are still crazily strong Especially memory may have turned from a cyclical into a secular growth story $MU, Samsung, and SK Hynix are all trading below 10 times forward earning
I bought a ton of MU in its infancy and sold when it hit $160...smh
If you have the buying power they will buy it for you. Last summer I sold MU 120/115 put credit spreads. Mu fell below 110 (hard to believe now, lol) and 1 of my shorts exercised. I woke up with 100 shares of mu and the long put left.
Out of curiosity, can you explain why you think SNDK was going to drop? The fundamentals are strong unless the AI infrastructure build-out just completely evaporates. We're looking at multi-year supply/demand imbalance. Prices and GM are going up. Then MU dropped record earnings and even better guidance. 3-month calls on SNDK at \*1000\* strike were pulling down 65-70 in premiums before yesterday's pullback, meaning the market is pretty bullish to justify that crazy of a premium on a 30%+ move up. I know b/c I'm looking at writing some CCs next week in that range. I'm new to options as well--my CCs next week would be the first I've ever executed. (I'm working with a financial advisor so it's not like I'm doing this blind BTW. Hoping to get a couple of cycles of premium but it's also an exit strategy to make some money before facing a six figure capital gains tax bill once I sell to get out and diversify.) I'm just wondering what you're seeing here that I'm not.
The counter to this logic is that if you could go back and choose any high flying stock at will, why stop at MU? I'm sure you could hand-tailor a series of 100000+% gains from perfectly timed buys and short sells. The true clairvoyant. However, I know what most people mean to say is that you aren't pretending to predict the future, only just that you understood MU's potential upside *then*, but just didn't pull the trigger. The *counter to that* is if that were so true at that point in time, then what's stopping you from pulling the trigger based on that logic and thesis *today*? If you say: "It's too late", then the only validity from believing that you somehow had correct (but unrealized) foresight back then is only if you *also* somehow predicted that gains would only last up until today and not after. (And also choosing not to act at any of the infinite points along the way.) The point I'm trying to get at is that this line of thinking is deceptively fallacious in tricking oneself into believing that you ever had one choice, but only having just made the wrong one. The choice isn't actually at any discrete point in time, but actually on a continuum. And the fact that you (or I or whoever) decided not to change course means that that definitively is our choice past, present, and tentative the future. Regret (and FOMO) is just an illusion of the logical mind trying to bend reality to its will. So, there's no need to wasting any mind-cycles and stewing in it. (I know you understand this. I'm just elaborating my thoughts on the emotional aspect of it.)
MU buried my numbers after earnings... so annoying, it was great on the run up tho
Hopped off MU last summer when it didn't seem to grow like my others. Bought in on META and MSFT at the wrong time last fall and they never saw a day of green from my initial buy in yet. But worst of all is Oracle also last fall. They lost nearly half the value of my buy in within a couple months and most discussion around the company makes it clear I am more likely to lose it all than to ever just hit back my initial buy in for a clean exit.
I’ve averaged 18% since 2009. Mostly thanks to holding a lot of AAPL, LLY, LRCX and MU.
How cooked am I? MU at $450
MU is going to $1000 and im tired of pretending its not
Bought MU at 120, cut my losses at around 90 before it went into the 50s. The rest is history.
If you're researching MU, StrongBuyAnalytics has a full dashboard with options flow, demand zone analysis, trending stocks, and AI fundamental reports. Helpful to combine both technical and fundamental views. [https://strongbuyanalytics.com](https://strongbuyanalytics.com)
If you're looking at MU, it's worth checking fundamentals alongside the setup. StrongBuyAnalytics generates AI-powered reports with Strong Buy scoring, valuation metrics, moat analysis, and growth projections — quick way to validate a thesis before entering. [https://strongbuyanalytics.com](https://strongbuyanalytics.com)
My biggest regret is getting rid of MU a few years ago.
Its ok, buy a MU call for 1 month and price 10 or 12, you will make it back
We all need to be patient on that one. Though if I could do it again I’d probably throw that money into MU instead.
What are trailing and forward pe currently? Is there a reliable way to get these numbers? Sorry, not very experienced with actually evaluating a company (but holding MU by accident since $100 lol)
CNN: Pvt DiamondHands, Trump just greenlit the 69th WSB Airborne for Iran ground ops. You hyped? Pvt Diamond Hands: Hell yeah bro! Kissing my $MU call keychain for luck rn. Mwah! This deployment is the mega catalyst. We lock down chips over there and these leaps print stupid money. Diamond hands forever. To the moon baby
MU ftw, still a long term buy though I’m more value investing atm why they fire missiles and manipulate even on good earnings !
Shares. I only do shares, but I don't mess around either. Let's see, in no order: ELF, MU, ALAB, SHOP, AAL, AMZN, DG, CLF, NVDA, AAPL
MU down 6% is the one that hurts. Was looking like the cleanest setup in semis going into this week — HBM demand story still intact but macro is just steamrolling everything right now. ARM holding up green is interesting though. Might be worth watching if the broader sell-off stabilizes — it's been the one semi that's had relative strength lately.
The world is going to shit, but data centers and AI is here to stay. With a long term horizon, why should I sell my MU shares just because oil is temporarily higher and the president is an idiot?
Nice I faded MU & SNDK today!
I still feel foolish not making a move long term on MU back when they were 330, and again when they retraced back to the 360s briefly not long ago. I don’t know how much better an entry we’re going to get at this point but I’m willing to watch a red week next week and see if the 380s are in reach.
Alright bro now tell me, MU calls 6 7 weeks out with 0.55 0.50 delta? 😂
I could have bought MU 420 calls but no I decided I only wanted to trade on certainty. I couldn’t tell if The tweet over the weekend would cause up or down.
I made alot of stock alarms on my app. Today was a horrible red day for tech. But im looking at seagate.western digital and MU and maybe bloom. When they are low enough for my interrest then i will strike. So today was a good day for me :D Hopefully stocks will be on sale next week..i hope !
COHR MU AAOI Are setting up for some Crazy Runs. COHR is My Top Pick New High Next Week. MU is Next but I don’t Know if its Capex will continued to be held against the Stock Price in the Short Term. Could Run Next Week or Wade around for a Month or longer, like MSFT and APLD. Or just market sentiment like NVDA. COHR is Part one of The Optics companies NVDA is investing in. AAOI is the other one. COHR was running up before the announcement and has been winding up for a run up. Can Jump 25-50 Points in a day
I mean companies make bad investments and pivot all the time, but absolutely the Metaverse was a big fail. I guess I’d say that Meta isn’t just the meta verse, the underlying stock has done quite well. They get to keep the R&D, it’s budget and future expenditures are going to AI now, the majority of the material is identical and not to mention the code itself is fairly transferable at its foundational level. Without a doubt a large number of companies are trading on use cases and future order expectation but markets are forward looking. I think capital will shift eventually into other sectors within AI, in turn shrinking multiples of some of these companies. The specialization for what people and companies actually need. Claude and ChatGPT are not what “AI“ is. Everything is speculative, this is just mine. Adobe- (especially this one), Nvdia, MU etc are undervalued imo.
MU getting its earnings pump in AH after option expired. 😂
I wouldn’t say I’m experience but I also got into MU at a good time and after today I’m up 83%. 32 percent is amazing
Feel bad for people in SMCI and MU. Made so much off those stocks in 2025.
Gut told me to buy calls for MU but I didn't pull the trigger. Probably a good idea
everything is shitting itself, nothing to do with MU anymore
I sold my MU puts way too early today, what a paper handed bitch i'm!
genuinely what is the thesis for someone selling MU right now...I mean I get blow-out earnings were priced in, but 33B forecasted revenue vs. 23B expected might be the craziest beat I've ever seen
Wait so my MU $910 calls I bot for earnings aren't gonna print? We that sux
SNDK MU is looking oversold now
The MU puts I sold for a loss are now 10 baggers so that's cool
“But this is good for $MU” some homosexual bull rn
MU calls right before close
Selling more MU No I don’t own any 😎
Such a good MU/SNDK buying opportunity
Somehow, life feels better when I'm holding MU.
Im out, going to Olive Garden with my wife, MU, SNDK, and SMCI have cleaned me out for the week. Ill be back Sunday at 5:00pm PST. Fk this market.
April 17 MU 400/390p bull credit spread. Good idea, or should I bring the strikes lower? Current strikes offer rightly 50% roi
MU fomo buyers donated their salary to big boys sipping margaritas in their yacht lol
Now that MU has dumped to my banbet and with a bleeding market, MU calls EOD 1 month out $450 strike
MU dropping back down. Just a temp low or is it over?
Just realised a 2K loss before MU reached 414. Was up 500 at one point today
MU stands for Mucho Uh-oh 🤌
Algos brilliant trap fucked MU fomo buyers so beautifully LMAOOOOOOOOOO
I thought MU had a blowout quarter 😂
Wtf was that MU sell off? Why?
Man.. I just have a perfect knack for timing the top. Bought MU at 450 and SNDK at 750. GG
aight ima start buying back the MU that I sold.
Who else bought SNDK MU at the top? Definitely not me haha... right...
ahhh the MU exit gates are flooding and my puts are smiling
I will buy $MU at 8 dollars
#Despite pumping 300% year over year, MU still has a low forward P/E of 8 LMAO🤌
#Despite pumping 300% year over year, MU still has a low forward P/E of 8 LMAO🤌
Damn decided to get back into MU, and getting smoked today. At least they’re May calls.
Me too brother. MU dropping fucked me. Still love the company but have no money to put into it ):
These MU option price swings make no fucking sense lmfao
WSB battalion storming Kharg Island with 0DTE bazookas and $MU memory card Kevlar Diamond hands or diamond grave
Nice try MMs, you will have to pry my MU shares and leaps from my cold dead hands. PE less than 10 is insane
A 4% drop after a beat doesn’t surprise me with MU because the market usually trades the forward setup, not the quarter that just printed. Strong guidance can still disappoint if buyside expectations were higher. Memory is notoriously cyclical. investors worry margins and ASPs can roll over quickly if supply ramps or demand normalizes. If the industry adds capacity aggressively, today’s tightness can fade, and earnings power gets harder to underwrite. Even with improving fundamentals, a riskoff tape can compress semis valuation. What part of the guide (revenue, gross margin, or bit shipments) do you think the market is actually questioning?
losers can sell MU P/E 20 but I won't
Memory getting smacked after its parabolic run. MU is getting off the easiest today but probably only because it had it the worst yesterday.
MU is at least a 3 bagger over the next five years
If y'all bought puts on SNDK MU at the top...
Yeah same old story , I was 15k on gains with MU didn’t sell earnings come got crush from IV managed to survived . With capital only
MU is an absolute dumpster fire shit stain since earnings. But watch. After fuckinf 4pm today that manipulated fucking stock will rocket up over the next 3 weeks. Fucking loathe this manipulated shit of a market
MU. Next quarter EPS est $18-19 Assume next 4 quarters EPS stays at $15 - that’s $60. At 10 fwd PE price should be $600 - 15 PE $900 - Severely undervalued. Takes market about 10 days to figure out….
SNDK and MU had a good run...
MU options bounce around like a fish out of water. WTF😂
Massive DISCOUNT on MU - this stock is worth over $1000 a share - insane profits.
MU calls here are free money btw