Reddit Posts
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
Another record quarter from MU, down 2%: why estimates are not expectations
PCE came out as outlined in yesterday's write-up, MU Earnings Review and a More Bullish Q4 Setup
Leopold Aschenbrenner's fund is down on every position across his top holdings
When Theta Gang reaches WSB levels of autism. $MU $120K
Nike earnings are tomorrow and nobody seems to give a …💀
MU Beats on Q4, and Forecast for Q1 - Signficantly - Stock a bit down
$MU 1 million dollar earnings YOLO results
I'm Singlehandedly Trying to Improve the MU Earnings Calls
YOLO: MU Micron $1,080 strike 10/2 exp calls - I'm Michael Burry's Boss Now
Micron tops Q4 estimates on top and bottom line, offers strong Q1 outlook
Expectations for PCE, MU Earnings and a Dovish Williams Repricing Rates
AI Stock Crash, while AI Tech is Universal - Prediction
Made $550k in 90 days. Can't stop / won't stop 🚂
MU update – dropped to $1,054 ahead of Wednesday earnings
What is the bull case for Micron and Sandisk beyond rising AI demand?
Iran Headlines, 19 Fed Speakers and Quarter-End Flows Put SPY Under Pressure
why testing will be the next AI bottleneck industry DD - AEHR
why testing will be the next AI bottleneck industry DD - AEHR
why testing will be the next AI bottleneck DD - AEHR & INTT
why testing will be the next AI bottleneck DD - AEHR & INTT
Bought $7.2k of NVDA calls at 3:59. Wrong expiration 🤦♀️
NVDA,Bought the right play with the wrong expiration 🤦♀️
Streamer just bought 10K of MU pre earnings
If market takes a shit wishlist — what prices are you betting your house on ?
Yolo-ed my life savings on MU and SNDK at close yesterday
If Trump can run the free world and make 1,000 trades in July you can secretly second-mortgage the house and YOLO $MU. Believe in yourself
Burry is now underwater on all his MU positions
I ran a 0DTE iron condor through a prop firm's $50K eval rules. 78% win rate. Pass probability: 34%
Long ADBE / Short MU — Betting on a Momentum Reversal
Mirror Image - MU vs ADBE / Momentum Trade
Most popular stocks review NVDA, META, MU
The "Psychology of a Market Cycle" chart, and MU stock over the last year look eerily similar.
The "Psychology of a Market Cycle" chart, and MU stock chart over the last year look eerily similar.
The "Psychology" of a Market Cycle chart, and MU stock chart over the last year look eerily similar.
Short SNDK until it drops back to triple digits
SNDK short until it drops back into the triple digits
First year trading full time. Up 83% and scared about next year.
Mentions
The market still believes it's cyclical. When you believe it's cyclical, low forward per is actually an evidence of that. Investing in MU is really simple at this point. Either you believe the company is no longer cyclical and re-rating will happen where multiples will get to at least 13-15, or you believe it's still cyclical and DRAM prices will fall earlier than that (oddly enough multiples will reach 13-15 in that scenario too). I don't actually think China is a big concern, or rather, a specific concern at this point. People like to throw out China as if it's an antithesis to everything but even China has bottleneck right now.
may be wrong but $MU seems to be holding around this area. for now..
If MU can close green all will be forgiven
MU continues its dumbass trend of getting absolutely incredible news and being red. Such bullshit man.
Wow I bought one MU at $42. Didn’t realize it had gone up that much
MU and NVDA will go back up it is near certain, they are at the core of AI trade. The rest is trickier imho, I bought NBIS but would keep it satellite, less than 5% of portfolio
If you’re referring to MU then yes
Bought 33 Micron $MU CALL options of November 20th at $1240 strike. My analysis suggest it might arrive around $1250 by the end of October, 2026! Any opinions or suggestions are appreciated! https://preview.redd.it/r85q3g6l2gvh1.png?width=538&format=png&auto=webp&s=f911217da93c92982817dac74e4a1839b92c0150
Bought more MU below 940, I am regarded
I’d go back in on MU
$MU forever pinned between $900 and $1100 theta gang eating good on this one
I think the main concern with MU is that memory has always been a cyclical business. The market may be looking at today’s strong earnings and wondering how long they can last once supply catches up with demand. But AI and data center demand could make this cycle different from previous ones... Those who bought MU under $100 and were willing to look beyond its old boom and bust pattern have done pretty well for themselves so far 😄 From a value investing perspective, I'd look beyond the forward P/E and ask what earnings and free cash flow might look like if memory prices and margins start coming down. If MU can sustain a good part of its current growth through the next downturn, the stock could still have a lot going for it.
Ah...now $MU wants to act like a normal stock and ride MA(50)
AMD and MU are showing resilience relative to everything else IMO.
MU give me +$4 I'll be a good degen from now on
So y'all think MU dumps even more?
MU not being down 5% is basically green
Bear God Warsh himself couldnt keep MU under $1000
You’re basically explaining it to yourself Right now MU is printing money but the expectations are that in a few years the market can be flooded with HBM It is not an NVDA story where they continue to have secret sauce no one can beat for a decade
Even if MU was trading at 1 PE you would get people saying 'It's cyclical stupid!"
MU will go green today. This is your sign to buy
Holy fuck MU is acting hella weird we are about to pump or dump here in a minute
MU is just full of scalpers rn holy fuck
Memory like SNDK and MU quiet strong in this shit market today
MU Wtf are these crazy ass candles
Your argument of US companies may block companies is true however, USA is not the only market. MU HKhynix and Samsung all sell to china which is a huge market, they will lose substantial sales in those markets and whilst USA may block the sales data centers are popping up in Spain, Australia, etc. Those companies will seek lower-priced RAM. Also models are evolving; it’s not just chasing the memory dragon, models themselves become smarter with fewer parameters.
SNDK and MU are the only two stocks on my watchlist with over $10M volume accumulation
**BanBet Lost** — /u/iamjt (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $947.70 → $980.00 | +3.4% | 1d | Lost |
MU. See you at 999. It's ok to not touch 1k today
Have the MM's finally released $MU to run?
Bought MU at $941stop loss at $939.
Will die on the hill that $MU is a good buy at these prices.
I only buy MU with a P/E below 1
Is MU at $940 a good buy?
I give MU 2-3 weeks to see 1000 again
I've been wrong thousands of times before, but $MU may have reached its bottom at $930. It could finally be time for the bulls to make a comeback
I am not trusting this MU opening candle
Y'all think MU reverses after mag earnings?
The only bag holders in MU are those that chased a parabolic move *after* the stock had already seen rare tremendous gains.
If MU breaks below 928 it’s so over
yes, just look at the MU, SNDK, SKHY, etc. subreddits.
Note that it took MU 24 years to make a new all-time high after its peak in 2000. If you're still in the green on DRAM, consider taking profits now before the memory trade totally collapses
$MU to leg up or down today...it will not theta at open
Maybe in two decades. Took MU 24 years to make a new all-time high after its peak in 2000
The real asshole is Elon trying to pump MU after hours. Shit should be down another 5%, I’m trying to go shopping asshole !
What is MU PE at now like 0.5 lol
Honestly though $MU would drill hard....bullish
They need the MU bots here to buy the dip
It is apparent every investor is being engrained with the cyclical nature of the business. It is. Now, we are worried about china coming. They are. Regarding cyclicals - I look at this extending into 2035 as they have to get infrastructure built to handle the processing needs. Every model, though they will get more efficient, has trillions of parameters and that most likely will continue to grow. Regarding China coming - there is a bit of a lag for them as clients will have to get comfortable they can handle the loads and have the quality. That will take time. In the mean time MU does have a backstop going for it. It has locked in pricing for 35% of its revenue through 2030 and will hit 2030. Exactly what Musk's X post was suggesting. Secondly - the buy back will push all FCF back to clients which will only help P/E numbers. They will be taking out $35B of stock (let's say 3% in Dec / Jan). They will move quick b/c their goal will be to announce buy backs at every earnings call. Some are projecting additional 150-200B in calendar year 2027. If that is the case, you are taking out possibly 15% of your market cap at these prices. So, reality is you won't get a 10X multiple on this, but there is a material backstop for this company and pull to make 10-20% on your money over the next 12 months...maybe more if market sentiment changes. I am holding it. It is a good component to own in a portfolio IMO.
Those analysts putting $2000 price targets on MU should be in prison
I think MU could definitely dip but also has held its price incredibly well despite all the FUD (especially compared to other semi stocks). Consolidation during a period of FUD is usually bullish. This type of period is where its important to have conviction on your thesis, and is where a lot of retail capitulate. Just remember the same type of thing could easily happen to AMD. There could be a cpu supercycle and the stock could still not move. The stock is at a 150 trailing P/E and 40 forward P/E. There is a lot of room for price compressiom even as fundamentals improve. Eventually bulls run out of steam and support will be tested. This always happens regardless of how good fundamentals are. Both these stocks are core long term holds for me, I'd just be careful about overtrading based on current price movements. Thats how you end up selling low and buying high. You can have conviction on a stock and still be better off not owning any because you didnt have a good entry.
MU sub 930 in a few minutes
You need buyers of the stock. Look at what NVDA did for a year between summer 25 and 26, essentially flat despite their PEG ratio being cut more than in half with triple beats every quarter. Because everybody who wanted NVDA already had it, and lots of other stocks became high performers, absorbing buyers in other prospects. MU is going to experience the same process. Things have to get fundamentally so rosy and sustained that the market decides to reallocate out of existing holdings and heavier into MU. That's going to take a bit. Everyone who believes the "cycle is years longer" angle is already in. The landscape has to convince the more conservative parts of the market to come over, or convince people to get out of AMD or META or whatever other excellent growth prospects and go heavier into MU. In short, buyers are no longer rushing the doors, fundamentals don't force more buyers if there just physically aren't any left.
Those ones don’t move the markets, it’s the big ones like AMD, MU, INTC, ARM, MRVL
931 on MU already, this shit will be bloody
One month after today, MU bots will be gone and the sub returns to its former glory
Will MU ever have a Green Day again?
Well, I should have sold MU calls yesterday,
what the fuck kind of candle at 8:30 was that on MU
i don’t even have calls but i think MU WILL pump at open hot cpi means money will go to quality companies who have shit ton of money low debt
Honestly...$MU not reacting as poorly as I would have thought it would have.
Remember when $MU was over $1000 the other day
What does this mean my MU calls are fucked?
Lol...$MU is going to rip and piss off a ton of people in this chat that already sold it.
An I tripping for full porting MU if it dips more?
Today is the day $MU regards...It's coming back
Nobody wants to hold MU. It's a straight up liability. No growth yet pop risk 95% down.
Today is the day that $MU finally rips. Enough buls have sold to MM's.
>apparently no China threat might want to do some research on YMTC, which surpassed SNDK and MU to take the #3 spot in NAND shipment volumes. Surprised you haven't heard about them considering how much noise they've been making for the past several months
MU stock, but the timeframe to harvest is much shorter than 10 years. For that long, maybe SPCX.
Thanks for sharing. It is frustrating seeing MU being so suppressed now, only very positive news boosts it and negative news makes it dip a lot. I guess I should be cautious just like for MU in June before the correction, when everything still looked good? I feel like if I just sell before it dips too much I should be fine. I hope I learned my lesson from June, or do you think it's still too risky?
Dude, when MU drops \>5% in a week, the next month is usually ugly, as in -10% to -20%. That is the tradition. PE and Forward PE don't mean diddly when the market demands a sacrifice.
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **MU** ▼ | $900.00 (below) | $951.97 | $951.97 | -5.5% | Fri 4:07 AM ET |
Hey guys, coach is right, I say let's all buy MU to help them out! Who's with me?
Not an investors in any memory stocks . I keep reading that memory prices due to the market dynamics and shortages are agreed to in advance is that not the case for MU ?
I may look at MU puts at market open. But at this point, expecting further downside seems to have higher risk for the same reward.
LMFAO they had to bring in Elmo to save MU
youre the market and youre wrong. openai didnt choose nvidia over cbrs. theyre using both. if cbrs takes just 1% of nvdas market share that would be 10b in revenue, a third of their whole cap. MU is doing a $35b buyback, so 1 cbrs. They are ridiculously small for the false dilemma youre framing. Ive been in AMD since the teens. Analysts hated the company then. They hated it in 2023. Its SO similar. Ya know when AMD had a $35b market cap? When it was trading $21 in 2019. Would you go back and buy that if you could?
I am eyeing MU to buy at the "right price". Any stock well-perfoeming is lucrative if bought at "right price". AI stocks are no exception. The question is, what is the right price?
This time is different right? It's never different. Also MU is up a tonne this year. People acting like the stocks underperformed.
Korean degen brothers are getting liquidated and you aren’t buying? You’re letting them die for nothing? MU 2k EO2027
Korean degen brothers are getting liquidated and you aren’t buying? You’re letting them die for nothing? MU 2k EO2027