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
My *very* reddit influenced portfolio has outperformed the S&P 4:1 this year. (ASTS, GOOG, RKLB, AMPX, MU, HGRAF, ONDS, UURAF, NBIS, RDDT, etc.) There are some really good stock tips around here, if you are able to sort through the pumpers & idiots.
Half in Micron ( MU) Half in DLTR/DG
it’s a good time to buy MU and TSM
Dell's earnings was very good. They beat well on EPS, an extremely small miss on rev and most importantly they raised their guidance for next quarter by a LOT. They cleared all doubts regarding margins and memory costs in their call. This is very much a repeat of what happed with MU when the analysts piled on it with stupid concerns and ratings. Disclaimer: 30 $165c 1/16/26 (in hindsight March would have been better considering the next quarter is expected much better than this already great one)
Fuck yeah MU pumping overnight, time to stroke it a little
$MU to 245-250 by year end RemindMe! 35 days
1 month out 150 Puts on MU will be so glorious
The timing on MU was last fall or the pullback end of August. If you’d traded cyclical memory companies you’d be a bit more cautious. I do like MU and it was a great buy at 100 or so but look back over its chart to look at the volatility. Didn’t nvidia just announce it’s going to start using a new type of memory as well that is not something MU makes? Thought I read that. I had 100k in micron at around 110, made good money on options for a year with and sold when it hit the 220s.
The comment you were replying to + some other comments are actually good. The fact everyone thinks it's stupid to buy MU here probably means its got some more room to run. Meanwhile everyone and their dog sees nothing wrong with Google going up another 50%.
Honestly wouldn’t be shocked if MU ends up being the sleeper winner of this whole AI cycle. GPUs get all the hype, but every time Jensen ships another batch of H100s, someone has to feed them mountains of HBM and DRAM — and that’s literally Micron’s lane. NVIDIA is the sexy pick, Micron is the “boring until it isn’t” pick. When memory pricing turns and AI demand stays hot, MU’s earnings go from zero to stupid very quickly. The risk is higher volatility, sure, but the risk/reward actually makes sense here compared to chasing NVDA at 20× sales. Feels like one of those cases where the picks-and-shovels are underpriced because everyone’s staring at the gold nugget. \-.
First big hike i had was buying shares and hitting good a few times hit 500-1000% a couple times then 100% a few times then I started doing options and just playing swings a few weeks to a couple months out and hit good. Mainly last year or so I hit good on MU and FDEX calls and put heavy in when I did
Long time fan of MU, for decades - I buy low and hold through the cycle and sell. But this is different. The memory shortage is real and will likely be sustained. The AI buildout has changed the memory cycle. MU is behaving differently. I doubled my position and am holding when I would usually be selling it. There's lots of reporting on this but people seem stuck in older ways of thinking about it.
It's up 160% YTD, I wouldn't say the market has "overlooked" them at this point. I think the outlook is positive if they can innovate and execute, and if our AI boom maintains the crazy spending. I'm not convinced of the latter, which is why I sold to cover all my initial MU investments I made over the summer. If it keeps on the rocket, good, but I'll continue selling as valuations go up. I'm in GOOG for the long haul, though.
Lots of whales piling on MU right now. Mid December calls are the sweet spot, go close to ITM.
I remember my first options play when I went 13k into MU 90 calls back during the WSB hay days and held till expiry bring 99% down but this is next level regardness
Good job on buying MU. Did you buy it last December or after liberation day.
Looking at avgo history they will pivot. They are more of conglomerate than anything else. You have to be bullish on them Google chips dram is made by MU designed by AVGO Mega bullish what you should be.
I bought them right after the earning dip, they was up 40% at one point :)) I may jump back in MU next Monday, depending on how much it goes higher given I sold mine haha
Yeah nothing wrong with profit taking, but INTC and MU are very different plays
meanwhile my MU puts are just wilting in the sun
Sold my MU leaps for 30%, this low volume pump is so sus
I think MU gonna beat EPS by 10%
Right with you in MU, went up nicely on calls I bought from the dip
bought APLD, MU, and NVTS after 🥭 making AI a priority. Upvote for smart downvote for dumb and ill be needing rope
Bro MU calls on Friday was the move shit went up like 30 dollars since then lmaooooo
Holy shit look at that price action on MU lmao
Amazon, MU, AVGO, TSM, ARM, VRT
Kinda kicking myself for not buying MU calls earlier this week too
Who makes the most profit from this ddr5 mem shortage. MU or something consumer facing like CRSR
Got into some swing trading positions on META, EXPE and MU; happy with their prospects. 1DTEs on Qs have been alright at about 50% so far but going into AH is a bit risky me feels.
As per google: "Broadcom (AVGO) does not build TPUs (Tensor Processing Units) entirely on its own; rather, it has a long-standing partnership with Google to help design and manufacture them. **Google designs the proprietary architecture of its TPUs**, which are a type of Application-Specific Integrated Circuit (ASIC). " \--- It's literally googles proprietary architecture - they design them. There are always a ton of people with hands in the pie / helping to build hardware - the important thing is who owns the final product. You stated "avgo is basically the one with the TPUs". That is blatantly false - the ownership & architecture & final product lies with Google. That makes it theirs. There are 100 companies with their hands in the pie of every piece of hardware we use today (ie: MU, TSMC, ASML, AVGO, etc, etc). The only thing that really matters is who owns the final product. Yes, AVGO plays a large part in the R&D of TPUs, but they are googles.
The AI race just got a whole lot more interesting. In 2026 we will likely witness a massive arms race in AI. Concurrence between NVDA and GOOG will make this sector go even more nuclear and everyone is gonna want a piece of the pie. Spending is going to increase drastically despite the sentiment of questionable ROI on billions in AI spending. GOOG and NVDA will likely reach unprecedented valuation levels. Other key players in their respective ecosystems like MU and NBIS will also likely see their valuations significantly increase. 🥭 just basically bailed out the entire sector on Monday with the Genesis Mission. 2026 is going to be the year of ridiculous AI valuations.
Damn, you 4 minutes to fast for me. I originally joined WSB back in the MU days. Ahh the better times.
MU bears are gonna be homeless by christmas mark my words
Momentum on MU looks dissipated.
Sure, you're like the 5th retard in the past 5 years that are so sure then delete their account when I went back to laugh at them. Memory chip is so volatile that it's always been in demand for the last 8 years btw, 10 year worth of backlog so volatile OoooHHH. Funny thing is I'm not even in MU, but I'll buy some leaps just to spite you in a year's time retard. !RemindMe 1 year
Idc whether its nvidias GPUs or googles TPUs, MU wins either way as long as these companies keep pumping out more chips
Yeah the TPU thing really felt weird. I thought maybe MU would take the cake
If I was a betting bot, I would bet on Samsung going bankrupt. Samsung cant afford to buy ram at a 156% price increase from MU.
I think I'll buy some MU Can't but RAM so this is the next best thing
MU forward PE 12.51? NVDA forward PE 24.77? If based on backlog should be 50 Hedge funds still looking for those 200% gains should be long not short!
So many things were on huge sale in april. Ive made out so well on HOOD and MU. Be greedy when there’s blood in the water was the mentality.
Fyi, Google TPUs use Micron HBM. Calls on MU.
It's actually a tough decision whether to buy LEAPS of GOOGL, TSLA, MU etc. now or wait for NVDA chips to be approved for selling in China and load up in SPX 0DTE calls on the following day... 🤔
Am I just attracting shitty AI bots powered by garbage ML today or some shit? Who the fuck would even put MU in the same category as pharma/biotech? It's up 156% this ytd and you think it has very little upside when the demand for memory chips barely begun? Are you retarded?
With the market somewhat rebounding today, are deep in the money LEAPS for GOOGL, TSLA, PLTR, MU and AVGO a good choice, with end of 2026 DTE?
> MU in the same category as pharma/biotech. Wat?
I would put MU in the same category as pharma/biotech. Personally, I think MU is priced in and has very little upside.
I think MU WDC STX pumped a bit because SNDK inclusion
There are definitely stocks that are trading at extreme multiples or unprofitable companies trading at huge market caps. Look at RGTI, ACHR and PLTR. I don’t think the bubble applies to the overall S&P 500 but there are definitely pockets of the market that look like bubbles. Some of the semi’s especially the memory semis are trading at very high multiples given the cyclical commodity based business. MU has already delayed their fabs in central NYS by 2 years which I think is an early warning sign that AI demand may not be sustainable past a year or two.
Inventory variable is nonconsequential when MU, Samsung and SK Hynix makes and sells their own RAM to both consumers and OEM resellers like CRSR. The ram demand thing has been ongoing since start of this year, the fact that CRSR kept going down should already be obvious they are not benefitting from it even without reading their qe fiscal reports. The last time this dog shit stock got pumped was in 2021, and it got dumped fast. Because to the surprise of no one, the profit margin for OEM resellers is gigabad once their small inventory runs out and they have to pay the premium to buy the stuff themselves. I'm not here to stop retards from jumping in, it's just pretty obvious you gotta be retarded beyond expectations to even do it in the first place. In layman terms, why would you want to buy the company that sells the shovel they bought and repainted when you can buy the shovel makers themselves? If you want to see how well the actual shovel makers do during this demand mania, go look up MU and Samsung's ytd charts.
What a weird day for me, MU gain offsets NVO loss, NVO Is such a retarded stock.
You can look into MU if your interested, still trading under ATH
Could MU double from here if i buy a leap? 🤔
yeah, i saw some regard here yesterday saying full port on MU, hope that guy did it.
Don't worry man I sold NVDA at 20 something, sold MU at 155
I should have bought MU calls instead of more NVDA shares during that dump
I told y'all about MU definitely not insider info btw
Y'all retards I've been fucking giving you free tips to buy MU on the dip, and none of you've been listening
Rebound on MU bout to be crazy, already bounced back some on friday, bouncing back today as well, just letting my fellow regards now what my next retarded move is
Full porting into MU calls at open
MU always goes up Eventually..
The wide moat, the importance of it’s products in the tech market place, great business fundamentals yada yada. Really, if you have been watching, the pure PA alone for this past month and a half has been insane, very very strong. That’s really why I say MU.
Can any one explain how MU & LRCX stocks are not extremely strong with PE between 25-35. How the BIG Companiels like Google and others 7 magnificent stocks companies can't afford the costs of A I in the beginning. Don't need to be worried at all if you are invested in AI stock. Think positive and invest in stock with PE level around 25 to 35 or in excellent companies with strong fundamentals.
MU, won't call it a sale.... But definitely has a crazy upside potential with earnings in a month.
Replace palantir with MU if you can get it 185 or below.
MU is what I’ve been loading up on. Happy to buy it over $200 as well. I’ll load up the truck at $185
Because people want to maximize their ROI. Love VGT but it’ll never 2x in a matter of months like MU or AMD just did
I loaded up more on dec calls on MU ig im cooked
I trimmed too, sold off about 10% of my port in NVIDIA, GOOGL, MU gains. We should have a clear idea of where things are headed by Xmas.
I have been buying GOOG, AAPL, MU and AMZN. Huge NVDA fan too but over-concentrated and letting off the gas a little.
174 for nvda is a good entry point and 193 for MU too, both should run into late 2026
AMD, NVDA, META like ppl say. But if you can get MU for under 200 around 185... that's one of the best. Very strong performing stock, likely to hit 400 next year if the bull market continues.
PYPL for the risk averse degenerate gambler. GOOG if you believe the bull run has at least 6 months of retard strength. MU if you know how to put in a GTC close order and get out while you can.
I’ve been watching MU and RKLB. MU has a decent PE, great forward PE, insane revenue increase estimates, have years of backlogged orders, and has a moat. RKLB is similar, and they’re both trading at a discount
MU calls have served me well the past two months But I must now turn on it and buy MU puts
I’ve been dollar-cost averaging. I bought more this week. I sold the Micron I had before the crash (MU went from $250 —> $205 per share), and I invested the proceeds in VT, VBR, and SPSM.