MU

JC505818

I like MU better than MSFT. If MSFT had their own competent AI models so they don’t rely on OpenAI for their business AI assistants, then I would be more bullish on MSFT.

FullCantaloupe2547

Because MU sells memory that other people sell, know how to make, and is pretty interchangeable. NVDA on the other hand has stuff like CUDA and a MASSIVE ecosystem with tons of developers. I don't think I've ever heard anyone say they care who makes the RAM they use. It's not something anyone interacts with. The bear case for MU is already here. All that matters is supply/demand. Bear case for NVDA is still theoretical.

astral-entity

if you expect a crash anytime soon, you could go for an inverse ticker like MUD, MU falls 10 %, MUD gains 10 %. It's not smart to stay in these inverse (short) positions for too long though and don't put more than 5-10 % of your port in it

verified-trader

**BanBet Lost** — /u/yourgirl696969 (1W - 1L, 50%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $1006.81 → $1100.00 | +9.3% | 3d | Lost |

theitalianpastaboi

I just bought some puts and resold to grab the volatility drag back, then plan to sell at BE, I fear it's gonna touch 1100 and fall again but instead of MU I was thinking of buying DRAM, overall cheaper and diversified since it's an etf

SpicyElixer

Most meaningless phrase ever. Inversing Reddit would missing out all biggest gains from rocket lab and MU and buying now. This place gets worse every day.

Paul_Robert_

It's 1:46am, perfect time for my brain to remind me that I sold $MU for a loss at $160 💀

Sufficient-Flan1565

Boy this is the definition of picking pennies in front of a steamroller. MU can explode/drop 20% in a single day. QQQ 5% easy. It’s all rainbow and sunshine until it’s not. Rather than doing naked strangling I suggest you do 0/1 dte iron candors if you really wanna continue doing this

SanDisk_Made_Me_Rich

Alright I'm going to be in a lot of deep shit for releasing this, but gawd damn it I've had enough and people need to know the truth!! All of MU & SNDK bears are raccoon eating whores. That's right, I said it. They didn't want you to know and we're trying to cover it up by distracting with you misinformation & lies about Micron & SanDisk. If I disappear tomorrow, you know why. The truth has been set free hallelujah 🙌 🙏 👏 ✨️!!

zuziannka

Whoremuz close MU pump that means SPY pumps

CluelessTennisBall

!banbet MU 1400 25d

eeoogler

Google ER will push sndk and MU back to ATH again. Capex gonna be crazy

Prior_Service2212

So do we buy MU on the cheap, it’s a fun stock, it’s fun. Or do we buy on Tuesday?

NoCommonDog

$MU is the easiest contemporary investment choice anyone could make. It will be a $1500 stock by November and might even approach $2000 by the time they report earnings in Q1 2027. There are other chip/memory names that are probably just as good, but Micron has been the one I chose and its easier to just settle in and follow the one name rather than adding Sandisk/Hynix/Intel out of FOMO on an additional couple percent more/less. Of course there will be volatility along the way and the slope up may not be quite so parabolic as the last year but for now through Q2 2027 earnings I'm content to just hold and watch. The richest greediest most unethical douche bags in history Zuckerberg, Bezos, Ellison, Musk, Pichai, Nadella are racing each other hoping to get AGI before the other guy. They will gladly spend more for memory not just to have it for themselves, but to deny it to the others. They are all competing to stay with or ahead of the others because they don't want to become irrelevant roadkill ie: AOL/MySpace/Yahoo of the coming AI era. Micron made me a millionaire already this year, and I expect it will make me a multi millionaire by next spring just by being patient.

Unlucky_Goat_1678

SKHY depends on Qatar for 65% of their helium while MU gets their supply domestically. Not sure if this is bullish for MU or both names will just get sold off anyways

Jealous_Bookkeeper20

A margin call doesn't just hit the stock that's dropping. If you hit a margin deficit, the broker can liquidate any of your mega-caps or SaaS holdings at the absolute worst time to cover the gap. They won't just sell the MU position. Are you keeping a cash buffer on the side to cover a sudden requirement hike, or is it all fully invested?

Standard_Tea8250

I feel like full porting 120k into sndk how regarded is this, or should I go for MU

Kingmusk420

MU bears, how mad r u going to be on Monday?

theitalianpastaboi

Guys, got a call for sept $1100 on MU am I cooked?

FullCantaloupe2547

Question: What are you expected earnings for MU in 2036?

FullCantaloupe2547

It's not about being near the end of the cycle, it's about them being valued as if they are near the end of the cycle. MU is worth $1.1T. That would normally require about $50B/year in net income, and consistent with little to no competition risk (see: Meta, Google, Apple, etc). Most company valued at $1T were making shit loads of money, consistent, growing, for years and years, with huge moats.

Scriptum_

I mean growth of growth shrinking continuously is normal in any industry. That being said, every time I open TikTok there's some finfluencer pushing MU. Reflexivity is at work here.

valbolt

Splitting it into compute/memory/foundry/equipment is the right way to think about it - these don't all move together and the timing on each is completely different. One thing worth looking at alongside individual names is SMH, the semiconductor ETF - it holds NVDA, ASML, TSM, MU and the rest in one package. $1.8B flowed into it just last week, which suggests institutional interest hasn't dried up despite the run. Technically SMH is sitting around $611 with the sector already up about 68% this year.....whether that means expectations are fully baked in or there's still room is something everyone has to work out for themselves 😄 Just observations, not financial advice\*

DrySea8638

If the people in the MU subreddit could read they would be so mad at you

Fauster

Well, let me know when you buy, so I can get out. I have been clinging to memory since last summer and it has been a very wild ride with big swings. The other day, I checked what Hynix's foward EPS would be if their earnings stopped growing from huge sequential quarter growth, and their PE would be ten in one year. The analysts give it a forward PE of like 6, which still probably dramatically underestimates actual growth, and MU's valuation is similar. For people who insist on never paying for a "cyclical" stock unless it has a PE of ten, and there will certain be cycles, just this one is a supercycle with no sign of a top yet... Even if Trump listens to Tim Apple and allows them to ship apple products with Chinese memory to non-US customers, it is not going to hurt earnings that much. It will destroy the stock price though, so don't trade on margin. I have super long-duration bear spreads on SPCX and RKLB though to take some of the volatility out of my portfolio on m =1 down days. If they trend towards zero, I'll close or roll. I'm usually about 5% hedged, just so I can sleep better when Asian markets tank.

1098duc_w_the_termi

Looking at the DD board it seems it can distinguish between spreads and long/short options strats. The MU spread is showing millions in gains but really it’s offset by the short contract.

Capable-Interview631

What do we think of MU as of now? I've been watching it closely the last month and a half. Is anyone buying more presently?

HyperSnap360

I did MU on Thursday put when it was at 1020 ish, and sold on Friday at its low low time

CivilizedSteve

I agree but we may disagree on the timing and floor. The floor is higher, due to both shorter/medium term data center buildout and longer term HBM needs. If MU was a 9x before that it should be a 12x now. Not 20-30 like other companies because it is a mitigated commodity with a higher floor and longer term contracts.

peanuts-in-my-jelly

imagine buying MU at 1,200 because you thought it was going to 2,000 💀

NoProfessional4650

lol this douchebag is so convinced MU is still cyclical because it has a long history as a public company. For all these fucking retards it’s just mean reversion they’re betting on (went up so gotta come down). Yeah but have you considered the possibility that this demand is secular and real? At this point I’m gonna put the blame squarely on Christian Bale for making this guy legendary. What the fuck, Christian?

Such_Coin

Make money on MU, lose money on AMZN and GOOG

SnooHedgehogs5162

MU CEO said they see shortage in 2027. And in few years Micron, Sk hynix and Samsung open new factories and increase production 2-5 times. Memory prices are falling and all money is spent on factories to produce cheap memory. Scary ending.

Weak_Emu3659

Selling MU to by SK Hynix is pretty dumb - just seems like aimless shuffling at that point. Same sector, go up and down with the same pattern, both part of DRAM etc etc

Low_Pineapple_1558

You need to asterisk the shit out of this. Most people sell their winners earlier than they should, and most people will not understand the context you included about *trading* individual stocks as opposed to *investing* in individual stocks. This advice only has merit if you're a trader, or if you thought you were investing long term in something like MU before it ran up 700% in a year.

WinstonSalemSmith

George Soros believes in buying into bubbles because the largest gains often come near the end. If memory is no longer cyclical there is no basis for stating that MU DRAM Hijinx etc are in a bubble. MU has a low forward PE and it has sold its future output.

yAX2ZRYiCEDqjGjuy

Ok but how? Every time I buy calls it goes down. Like I have otm MU and dram calls expiring coming Friday

icydragon_12

Not at all. 1,500-2,000 is exactly where I'd set my PT. This is a very easy DCF/sh to get to for this stock under reasonable assumptions.:modest asp growth next year. flat for one year. no multiple expansion. And selling prices start to *moderate* in 2028, but don't *crash until 2029/2030*. See the difference BT market price and 2k? I just delay price reductions in my model. That's it. I've owned MU since the 300s and still do. Pretty bullish memory. But I'll make one thing very clear: it's not riskless in any way. People are out and about confidently debating supply/demand dynamics and ultimately price of memory. That's cool, but anybody who speaks like they can predict commodity prices is ignorant. I can tell you, you can get way more data about supply/demand dynamics for gold and oil than you can for memory, and nobody can predict the price of those commodities. What the pure mem bulls don't appreciate IMO is that.. pricing dynamics for commodities live on a knives edge. A 3% undersupply in oil can triple or quadruple the price, and the same thing is true for memory. In 2026 ASPs tripled. The undersupply change that caused this is a single digit percentage imbalance change. This clearly means that "memory being tight" can be true, while that reverses slightly and prices crash. So look, it's not risk free but I've placed my bet.

Severe-Selection-256

I may be the only mfer in here who hasn’t touched AMD, MU or SNDK

JLb0498

Yeah it's out of reach for most to trade options on SNDK or MU because of the stupidly high single share price. Hopefully they split soon but even then I won't have the balls to play options at least not yet lol

JLb0498

I'm still quite new to this, about 8 months in so I am learning but I am definitely seeing how greed can make you huge gains but can also lead to huge losses if you aren't careful. MU was at its all time high right before earnings and I considered selling because everyone was saying it would tank but I decided to hold. I haven't lost money overall but I was up over 20k now I'm only up like 2k. I'll never catch things like news articles and sudden catalysts because I'm working during trading hours but if I've made a huge profit I'm definitely going to be far more risk averse from now on if I've made a profit I'm not willing to risk losing. Actual experience trading is unwinding some of these mantras and ideas I always hear- I wanted to be "diamond hands" and hold forever but everything depends on the specific situation and not every stock should be held long term, sometimes holding forever can be an amazing choice or it can be the worst choice

tikimandude

🥭: "If you kill me, I'll be very very angry!!!! We're locked and loaded" 2 minutes later: 🥭: "MU is a great stock to buy!!!"

verified-trader

**BanBet Lost** — /u/cloud_cafe (0W - 3L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $1005.90 → $1150.00 | +14.3% | 5d | Lost |

Schwimmbo

I genuinely believe it'll never happen to the extent bills are hoping. Cyclicality is reduced thanks to the LTAs but imo the market will never be fully convinced that we can slap a 20-30x forward PE on these stocks. I'm expecting another leg up in the coming months and am taking the majority of my MU profits at around $1,500 assuming we'll ever get there. Generational wealth in my case with my entry price so I'd be stupid not to, even if it runs to $2,000 after... So be it then.

Variatical

Sell all the positive positions and buy a way larger MU put to hedge against the call, timing has to be right though, let the underlying get as close to $1150 first. If you are too scared, sell part of your losing position to limit potential losses.

VotedOut

95-99% of the comments in this thread is the same dumbass excuses being used to try to justify that a dumbass bubble is sure to just keep on chugging along for years. >"It can't crash anymore cuz Fed print money, inflation, and dollar devaluation." Yes it can crash when it has already far exceeded the amount of money printing, inflation, and dollar devaluation. Do the fucking math or look at the goddamn ratio charts. [Inflation Adjusted S&P 500](https://www.multpl.com/inflation-adjusted-s-p-500) [US - Total Market Cap Divided by M2 Money Supply](https://en.macromicro.me/collections/34/us-stock-relative/24033/wilshire5000-to-us-m2) Also, multiple S&P 500 valuation charts (almost every one of them) are at or exceeding dotcom bubble levels right now: [CAPE Ratio](https://imgur.com/a/Xvsaos3), [Buffett Indicator](https://i.imgur.com/fN3g97M.jpeg), [Mean Reversion model](https://imgur.com/a/58OwAKs), [Interest Rate model](https://imgur.com/a/iT66lyc), and the [Aggregate Market Value Index Score](https://i.imgur.com/adh7AgO.jpeg) >"It can't crash anymore cuz the rich need to put their money somewhere." Kind of like they "needed" to put their money somewhere in 1929 and 2000? First, the S&P 500, AI stocks, and space stocks aren't the only places to put money. And even if they were, that doesn't stop crashes from happening. Second, just because good buying opportunities may be mostly dried up at the moment, doesn't mean you have to FOMO into over-priced shit. Sometimes the best thing to do is WAIT for a fair price, or even a premium price... but don't pay clown prices. >"But look at the profits of semi-conductors like NVDA and MU, they've exploded! And their P/E ratios still look reasonable now. It's justified. Fair enough on that one. And that's all fine and dandy if you don't look bother to look underneath the surface. But if you DO bother to look underneath the surface, you'll see that (1) This sector is cyclical. (2) It's not sustainable when the money being spent on this shit far exceeds the profits that can and will be made anytime soon in the near future (as evidenced by OpenAI and Anthropic's money burning businesses). This has been covered by others and explained in detail a number of times by other people with working brains, so I won't belabor the point. >\[Insert one-liner low IQ bullshit here\] Further proof that the market is in a bubble when it's mostly brain-dead spam comments like that. Like really... there's no excuse anymore to be posting so much dumbass intellectually lazy trite human slop when you could be posting AI slop instead that at least shows 10x more thought. Right now, the voting machine is winning out against the weighing machine - but that probably won't last. In late stage bubbles (like we're in now), lazy thinking beats out critical thinking - but that won't probably last either.

Onedrunkpanda

Bruh, I have it at $210 and Im selling 2-3 a day and rotating into MU and exit before the unlock. wtf are you doing

Adrian12094

how many MU shares did mango buy

Kingmusk420

White House account is posting about MU

udp_pinger

when MU again, sndk like 2x of MU these days

sinag19

Dude overtrading and doing ODTE on SNDK and MU

EnvironmentWeak2100

Not sure but I did buy like 500 MUD I think in 6-8 months MU will be at $7-800 I didn’t do options because they scare me.

BGID_to_the_moon

Since you don't believe MU deserves an increase in multiple, I take it you think all the analyst price targets of $1500-$2000 that came out immediately after earnings report are absurd/bait for retail investors?

spicykimchi_inmybutt

Anyone else noticing a distinct tone shift in ai-news recently? Going from overly bearish earlier in the week to: \- Meta announcing data-center buildout in Canada + partnership with Samsung to build custom chips \- Trump pumping MU, twice even today in the evening \- SK Hynix CEO stating worst memory shortage in 2027 leading into 2030+ And more all dropping back to back. I want to be hopeful for next week, and with earnings coming up who knows. TLDR i'm coping

iced_black_coffee

He has promoted MU in multiple tweets. None of them did anything lol. Gg regard

HighwayExotic2808

Balls deep in NBIS for over a year. Sold around $230, bought MU at $1230 lmao

Standard_Tea8250

I have 100k to fully deploy into one share for a 3 week swing trade, GOOGL, SPCX, MU, MRVL or NFLX help

johndaly88

MU with Monday wednesday friday options starting new week on robinhood. Get ready to lose $$

AstronomerSad9133

I very much doubt that...... (unless you hold a lot of MU shares)

Key_Category_8531

So you're saying that the move for MU is over and bulls are just holding for no reason?

OkResponsibility2470

Is 🥭 a MU bagholder? Constantly trying to pump it

Specific-Path3179

Imagine selling MU for a loss today LMAO

Coogiez

What did bro say about MU

Snoo_4496

Meanwhile MU is not listening

SaltyRiceCake90

it's a good time to buy MU

Kingmusk420

Trump is pumping MU hard right now. Literally 3 posts all about MU

iam_fat_guy_

$MU on Monday 📈📈📈📈📈📈📈

sinag19

But we’ll see man I finally do not have any money to put into MU

Sagenitis

Trump tweeted about MICRON $MU open the fucking casino can it be Monday already

spicykimchi_inmybutt

🥭trynna pump MU again lol, third times the charm?

No-Magazine-4717

31%. Drams been flat as shit bro. Money got moved from MU to SK. So it stayed flat. And fucking Tesla ripping for no reason. Money being moved into Tesla lmao.

yayaya888

MU is a great company but they have a significantly larger float, available float, and lower percent shorted so they get less volatile swings. I also eat crayons so there’s probably a lot of other variables going into it like institutional buys, ETF restructuring, etc

DandadanAsia

when jfk gave that "Ask not what your country can do for you—ask what you can do for your country" speech. did homie say anything about $MU?

Apprehensive-Log-649

Anybody in here doing MU Calls at all?

TastyPeach916

I couldn't afford SNDK, so I bought MU instead, and it turned out to be worthless.

sinag19

Wait so what would be the fair value of MU then?

Waiting4Reccession

Sandisk doesn't make memory. There are only 3 real memory players, MU, Sk hynix, Samsung.

WSB-mods-are-

Need a red open on MU to eliminate the rest of dumb money

Pratt2

Or, hear me out, it could be because MU's revenue will tank in a few years and there's a 0% chance its current situation is even remotely sustainable, and people are already waiting for the offramp.

bananashakewithice

Anyone actually have an idea of what’s going on with MU. Yes I know it’s up a lot but the fact that it’s in the choppy category really makes me wonder how much of this is institutional manipulation

Snoo_4496

what abt MU, what do u see for Mu using ur crystal ball

Snoo_4496

it’s been a while MU didn’t have a proper green week

Midget_Molester10

tell me how MU is better than SNDK. So far it seems SNDK moves up or down much easier, like comparing AMD vs NVDA >MU bagholder here

WSB-mods-are-

Crushed it. Held MU puts overnight and scooped up SPY calls on the dip

WSB-mods-are-

Best part was open after the MU callholders were talking so much shit all night 

Standard_Tea8250

MU 1200 when to save memory bagholding bros

Lord_Enigma

MU…AMD…Kids…. All the same…take all our money most the time.

CivilizedSteve

Yes I made the same conclusions so we agree but the market has not do what’s going to change their mind ? MU announced forward contracts until 2030 so why wasn’t that enough ?

RevolutionaryPhoto24

Legging into short strangles on MU has been a great trade the past few months. I will miss it.

verified-trader

**BanBet Lost** — /u/ThriveGuy15 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $991.98 → $33333.00 | +3260.2% | 1d | Lost |

trsx5

You guys really think NEW money is going into $MU / $SNDK or is the same retards buying+selling to each other hoping the other blinks? Lets debate

BarbellPadawan

Sold 1DTE naked calls on MU yesterday followed by 0DTE naked puts today. Thanks for the free money MU bears and bulls!

trsx5

$MU couldn't project prices 6 months ago, but all of the sudden can see 4-5 years into the future. Pump those bags

BottleInevitable7278

SNDK, MU, SKHY shares should profit from huge as they are related and positiv correlated memory stocks.

Snoo_4496

meanwhile My MU calls fucking me in the ass

Perfect_Painter_7863

Want to now go all in MU after all these META gains

Snoo_4496

MU being 5% down in the weekly chart and being only 5% up in a month feels weird lol

TheRealArmament

Yeah I’ve been selling CSP on MU, SNDK during the big dips and cash out once it pumps

verified-trader

**BanBet Created** ▲ | **Record:** 0W - 2L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MU** | $1274.88 (above) | $980.68 | +30.0% | Jul 17, 9:49 PM |

SupportMedium9487

!banbet MU +30% 1w