Reddit Posts
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
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
Mentions
Apparently alot of people love to mention "MU" in the comments. Makes me wanna buy more puts
ok fuck it why not, bought some $MU. I think it is too early but whatever
stocks are dumping again. MU to 0
Don't forget to buy the dips on MU, SKHY and most importantly INOD. Last chance for these prices :smoking:
Memory got attractive again, MU bouncing
honeslty i bet MU just slow bleeds
im not in MU but in the next bottleneck which is energy
and btw your $MU is still up like 200% YTD and $SNDK like what? 400%?
The fact that MU has fallen so low is a joke. SKHY and SNDK have shown that demand for memory is still there—and not just for the next few months—and the big Big Tech companies are sticking to their CapEx spending or even increasing it in some cases. So if you don't buy in now at $900, it's your own fault
Thanks tbh I’m not that scared i have a short MU position but i’ll Watch it anyway
MU just needs to drop 23 more dollars and I’m in the clear (my wife won’t leave)
I should’ve bought puts on Wednesday, been following them all summer, made some money off calls back in June, and then it kept fluctuating like a penis with ED, but yeah I just threw a few hundo on puts and sold them at 2:00 pm yesterday and was like hmmm what’s next, oh of course MU, and at one point I had a damn $87 put on INTC, shoulda stuck with that!
MU to the moon! This market is fugazi. Need all this bad macro to blow over
I personally believe that for now the market does, though I will continue to hold my MU LEAPS like a regard :kek:
Made money off NOW puts, put those puts into MU puts for tomorrow and now I’m feeling quite regarded
SNDK and MU pajama manipulators doing the lords work
What should be done having all of them except MU. I have MUD instead.
Buy oracle and space x. I heard they will invest million share in there… then they will move to MU and Meta…
MU back to swinging $100 every other day
**BanBet Created** ▼ | **Record:** 8W - 6L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MU** | $850.00 (below) | $906.26 | -6.2% | Fri 11:14 PM ET |
Holding MU January 2028 leaps. Thinking about cutting losses early before sentiment gets any more bearish
Yea, but we haven't seen ATH in some of these for a few months, namely MU and SNDK, both of which have flooded my portfolio with blood
I literally bought MU last day of June at like 1060, watched the July bloodbath, August edging, and finally cashed out at 1066. I bought a dumb about like 200 shares. More than 200k in that, saw a 70k+ loss and holded then got out right before it started dumping again. Literally wasn’t sleeping, became a memory and Korea markets expert in July (convenient right? After I went all in) For all those that got bagged in October and currently trapped, truly don’t worry. This will pass. Unless you’re holding some kind of vapor ware regard bs . For those of you who stayed out of the blood bath, now is probably a decent time to swing for the fences
I literally bought MU last day of June at like 1060, watched the July bloodbath, August edging, and finally cashed out at 1066. I bought a dumb about like 200 shares. More than 200k in that, saw a 70k loss and holded then got out right before it started dumping again. For all those that got bagged in October and currently trapped, truly don’t worry. This will pass. Unless you’re holding some kind of vapor ware regard bs . For those of you who stayed out of the blood bath, now is probably a decent time to swing for the fences
until they decide to rugpull AAPL and MU. any day now
what are the odds they dump TSLA and MU tomorrow
If you didn’t sell intel 100+ when AMD NVDA MU etc are better buys then you deserve to lose your money.
If just one over-leveraged buyer (looking at you, $ORCL) blinks or hits a debt wall, the memory squeeze collapses, and $MU and $SDSK go with it.
MU might be the next GOOGL
Tomorrow MU $750, NBIS $120
Thinking of closing out my MU position and rolling it all into google
Bought to hit a 5x on this MU put https://preview.redd.it/k4e7b7a4fiyh1.jpeg?width=1080&format=pjpg&auto=webp&s=18528c29147d7dda0bead2bcbdbe76b089e4755e
For NVDA, maybe, unless you look at their FPE of 13.5. But, for MU, absolutely not. MU has a PE of 13, and FPE of 5.4. Pretending that's price in is beyond absurd.
It's funny because all of that money (and Goolge's similar cash incineration) is going to NDVA and MU, but their stocks are also tanking. Good times.
When MU is a $50 stock, you’re going to have to explain to your grandkids why you were buying at $1000
Check the Nvda, MU /SNDK subs. They be smoking something
If MU hits $850 tomorrow cutting all my hair off
WSB gods if u bring MU to 850 by market open tmrw i promise to drop doing options for the rest of the week
WSB gods if u bring MU by market open tmrw i promise to stop doing options for this week
MU deserves to be $800 now. 💯🫡🤨
I am holding some MU shares but clearly there are no lack of jokers (e.g fox team) in the MU sub sprouting nonsense like price hitting 1500 to 2000 by end of year. We have one here earlier in the week saying that MU will hit 1200 by end of this week.
Crazy that MU is still holding up. 💯🫡🤨
I need MU at 981 tmmr to break even 🙂
MU is a safe bet long term
Think MU is done or will rip back up again?
Probably shouldn’t have sold all those GOOG, MU, and /ES puts 💀
"oversold" isn't MU still up like 800% YoY
Boomer nonsense stocks. SNDK and MU are the only stocks
Gonna need MU at 1075 tmr being very transparent here
Please predict $MU to the moon
What? Are you just pulling out stocks. Have you seen the pattern? The hyperscalers (GOOG, AMZN, META, and MSFT) have taken a hit because of their AI buildout. What do you think happens if they stopped building their AI infrastructure? It will create the AI meltdown you are talking about. Now think hard about this. That also means they won’t have any capex anymore. That’s $51B not spent per quarter. That means they’ll have more cash, which means their market cap will not drop like the rest of the AI related stocks. They are practically the banks for all the other AI stocks like MU, AMD, DELL, etc. If you look at the last 12 months, the AI related stocks have mooned while these hyperscalers have done almost nothing. That’s because they are paying a premium to these smaller companies. Hence, the inverse relationship in their stocks.
MU earnings: Micron beats earnings and has absurd guidance, but the market is forward thinking so they would want to know if the expansion of the sun in 5 billion years will have any effect on sales.
My buy more MU at 700 thesis is still intact
To get into the weeds a bit, the S&P 500 uses a cap weight rather than equal weight. That is, the more the market cap a company has, the larger percentage it is within the S&P 500. Here is the top ten, as of May from this Investopedia article: * Nvidia (NVDA) 8.59% * Apple (AAPL) 6.87% * Microsoft (MSFT) 4.71% * [Amazon.com](http://Amazon.com) (AMZN) 4.13% * Alphabet Class A (GOOGL) 3.67% * Broadcom (AVGO) 3.09% * Alphabet Class C (GOOGL) 2.92% * Meta Platforms Class A (META) 2.11% * Tesla (TSLA) 1.96% * Micron Technology (MU) 1.42% 1, they are ALL tech. 2, notice that google is included twice. So google exposure is actually closer to 7 percent. (wat?!?) 3) Add those percentages up, and thats 40 percent of the S&P 500 there alone. There are 490 other companies (ok, a bit more or less, its not EXACTLY 500 companies) that comprise the other 60%. Do we see a problem with this situation? Worse, people sometimes like to 'diversify' by buing S&P 500 funds, total market funds and other large cap funds. But if you look what those funds hold and what percentages they are, you'll see there is a lot of overlap. Even some midcap funds buy megacap stocks to goose their returns a bit. Be safe out there, do your research, know what you are buying.
Loaded to the Tits on MU puts
MU printing new AH lows. So over.
What are you even talking about? MU is a 5 PE and GOOG is a 13 PE while Costco is trading around a 50 PE. These rotations don’t make sense, it’s just fear of AI
MU was on course to ath, but fucking google, amzn, intc, and other retartd couldn't cook books properly
I bought 5000 $MUZ at $7.5 today. easy 5k or more tomorrow if overnight MU holds or drills more
BREAKING: After spending the last 12 minutes reading all the earnings news, I have determined that it’s all MU’s fucking fault.
MU fox team killed themselves in a wendy's bathroom
AI only handful are doing well SKHY, KLAC, MU and SNDK all rest only hv backlog
holy fucking shit. Rip my shares (SNDK, MU, AMD, INTC) this is much worse than july.
MU topped. It just looks for smallest excuse to drop. Sad
If MU hits 850 tomorrow I will cum
MU dead as capex has peaked
These MU $950 calls were $675 each :(
MU had infinite good news this week and is somehow crashing deeper into the depths of hell. Make it make sense
Cmon MU I wanna see -5% at least
So glad I chickened out and sold those MU calls
MU 980 calls expiring tmmr was not a good idea
WHY THE FUCK IS EVERYTHING GETTING SLAUGHTERED? MU has nothing to do with this? Fuck off.
Probably chip stocks SNDK, MU, SKHY, WDC, STX safest to buy now. All had impressive earnings. Meta & MSFT impressive considering what hspoend to amzn & goog
SNDK and MU green tomorrow. Just pulled a SK Hynix earnings.
Sndk being up 3% AH on earnings and MU being down is absolutely criminal
Its ok MU, you can die now
good news for memory is always at least -5%. I dont know why SK hynix earnings made MU jump up.
SNDK smashed earnings, all good with MU it’ll drop 50% tmr
SNDK green AH, amzn and intc red citing memory prices as the reason. So MU must be green after randomly going down 7% today for no reason
The one time I hold MU calls overnight.....instant 2% drop 15 min after close lmao
Intel and Amazon miss earnings due to memory prices… I expect MU to open over 1000 tmw on this sustained good news
Bought MU calls close to close and already down over 20%
MU below 900 feels highly perverted and illegal
All MU gains from yesterday wiped away in an instant
KOSPI will 100% follow us. MU below 900 tonight boys
Bit of a bullish divergence on MU on the 2min chart. Something to watch. Duking it out over 928 but could pop if it holds.
The underlying is the most important factor always. Regardless of how you invest whether shares, options, if you buy crap it'll still give crap results. Total returns, beating the market since getting into options few years back. Which is not enough time to conclude anything other than got lucky buying MU and other AI players. Now my approach to the market with a much larger portfolio was forced to change entirely. If I'm taking a huge position now, cause have too to offload some of the cash, want to reduce risk as much as possible. I'd rather rather the market pay me to take a position as I see it, then open naked so I can leave my gains uncapped, that's a greed factor in my mind. I'd rather the safe and secure and *slow* route. Most are not selling LEAPS, most see capping upside as terrible idea, I see it as comforting if am putting down $100k into a stock now instead of $10k before. Things changed.
FU MU and SNDK. Was gonna short this morning but thought we'd rally and went long.
Update: my MU calls died and went to hell
Wen SNDK 3000 MU 2000?
I was told MU was going to open up above 1000 :copium:
They think we hit the peak in spending and we may have. MU has $250B in CapEx in the next ten years and to pay for that the shareholders get nothing same with the rest of the group.
Your a fking clown look at MU and SLHY and SAMSUNG