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
I have MU $350 2/20/26 calls I bought about month or so ago. On Friday for a very short time they printed $106 each massive return and then the market free fell. Still have gains and some time to recover as MU is strong like SNDK, they mirror each other on upward and downward moves. Both will recover because of demand and from tech companies reporting this week.
we've seen MU opening green while nasdaq red multiple times in the past weeks, it is more likely to be fine. Even if it drops 1-2%, just hold calls it will randomly go +10% the following day
Fuck my MU calls are destroyed
MU 500 by eow. You heard here first, probably. Or else Ill be joining you losers behind the Wendy's
I have 800k in equities. Most of it VOO, some GOOGLE and MU. Am I doomed to the underclass or will I rocketship to the upperclass under your theory? I want to know how fucked I am.
If MU drops a little more I would get in. They are the best of the bunch
We are talking 2 different things here. 1. Funding round for OpenAI coming up. That’s a funding round that various companies and funds will participate it. 2. The article you mentioned is a letter that of intent that says for each GW, they will progressively invest up to $100B, starting THE 2nd HALF OF 2026. It feels like you are looking for ways to throw shade on the market. And yes I’m long MU (check my posts), AMD and TSM and demand is outpacing supply for the next year at minimum.
I am in MU for 3-4 months I hold 520c 2/27 and also 550c 3/6💪🏻
MU & SNDK calls like week before and before and before and before and before
I’m nervous and scared, I have all my money in: MU NBIS SOFI
Incredibly risky. You are betting that demand for memory is basically permanently going to be what it is now, or more. MU could easily crater at this point if there is any indication that we are at peak memory demand now.
Get into ASTS, MU Stocks like that
Kinda just gonna bet Sandisk and MU continue a parabolic move upward how badly could that go
Mu is showing nothing but strength, they have a 2 year back log. If sandisk hasn't proven their is memory shortage I don't know what yall wanna see. MU is the leader in the industry. Any red day for MU should be looked at as half off at Costco. Only way for me to take advantage sandisk ER was a 10 pt call debit spread that was maxed out in 5 mins. Cause the premium are so damn high MM are charging a fortune for option premiums. Follow the money. Mu is the same
Futures are fake. SNDK bounced hard off their bottom on Friday. I don't even care about SNDK. im in MU. https://www.instagram.com/reel/DUNR6xljQfk/?igsh=YzIwamo0aW9kN3Vs
Pick it up way before ER. That dip Friday is as bad as it will get until ER give or take 1%. Right after close it rose 1.79% so institutional jumped on that dip immediately. Anything memory is gonna rip. The sector is monopolized by MU, sandisk, Seagate, and sandisk is a spinoff off of western dig so I'll leave them off and I know monopolization by 3 companies is an oxymoron. Mu leads the charge.
I full ported the dip on MU and SNDK shares friday. How cooked am I?
Yeah I thought if anything MU would moon like this but like I said I must be missing a huge piece of the puzzle because what the fuck
I don't get it either. WDC and MU make sense but SanDisk doesn't target the datacenter markets much as WDC does. SanDisk was the more consumer NAND side of WDC.
MU and SNDK move together so yeah
Jensen can’t get enough of memory chips and you’re shorting MU.
I’m playing the MU Jun 18 calls. $630 strike.
I don’t give a damn about downvotes lol And if I were you I would hold onto MU. Strong chance that MU will go to $800-1000
Gamestore the only leveraged stock against imminent market correction or crash. Well maybe MU, SNDK and a few others.
Perplexity: 'Which stock has greater potential upside: MU, SNDK, STX or WDC?' https://preview.redd.it/abjp21sy2xgg1.jpeg?width=1440&format=pjpg&auto=webp&s=136f9e13be37cbc78b04813b7ebcfb3b702e5c99
Jensen already walked it back and bull’d MU
i was told MU was free money
Right now: * Memory: SNDK WDC STX MU * Semi: LRCX TER ASML Keep in mind that I swing trade. So if semi's take a shit then I could avoid for a few days
Lmao when did MU ever dump? MU only knows pump that’s why I hate it but I keep buying.
MU pumps or dumps this week?
I’m $140k in MU and I’m very worried about this upcoming week
MU bears on shambles?! [https://x.com/benitoz/status/2017711167091970099?s=46](https://x.com/benitoz/status/2017711167091970099?s=46)
You’re getting downvoted but as a memory commodity manager I’ve been on MU since August of 23. Writing was on the wall. SD,SSD , DDR3/4 market all basically fully allocated. People going to pay premium through 27 for all this stuff. It’s a money printing machine right now. I think MU to 500 before I think about getting out fully. I got in at 70 ish got out at 110 then got back in this June at about 116 cuz I started to hear “super cycle” just pulled my initial investment at 400 and am letting the rest ride.
Mark my words : ASTS, RKLB, MU, NBIS and MU
I’m gonna be honest here. I’m poor.. flabby and out of shape.. and I’m about to buy MU $500c on Thursday with my last 1000 bucks because some asshole in Fridays thread said I should. I’ve never felt more alive…
I like MU here. I think it keeps running all year.
What we think will happen to MU today?
I’m long MU and WDC. I think your analysis is right on. Memory is becoming a strategic asset; the data centers can’t function without it and agentic AI can’t shine without huge context windows, all of which suggest big memory requirements. Supply/Demand is way out of balance and will remain supply constrained into 2027 according to analysts. Memory has a ton of leverage to everything AI and robotics. Importantly, memory needs to be replaced over time, so it’s probably less cyclical than in the past. My view is that if AI keeps improving and agentic/robotics keep gaining traction, memory will remain in a multi-year upcycle.
So tomorrow NASDAQ opens -3%? -5%? I'm guessing everything AI-related ($NVDA, $AMD, $INTC, $ASML, $MU, $IREN, $CRWV, $TSSI, $NBIS, $META, $GOOGL) will bleed badly.
MU & SNDK nothing more nothing less
Who else needs memory? The humanoids. Will Tesla shifting its focus to Optimus. The next buzz word is going to be humanoids. 2026 is going to be a great year for MU gang!
Nope. Opportunity loss. He just needs to buy MU and Sandisk shares and chill
Don’t do that. Buy Sandisk and MU shares. Your folio will grow to $1.6M+ over some months
Don’t withdraw 80% Opportunity loss. Buy Sandisk and MU shares with all of it and then delete the app and chill
All he needs to do is buy shares in SNDK and MU 80/20 split and delete the app for a few months and just chill.
I'm in a very similar position. I'm not _too_ worried but I have dumped some of my less volatile stocks to give my margin some margin. If Monday looks like Friday, I may sell some of my MU calls (which are still up, but I was hoping to hold). All those stocks should make good money this year, just gotta power through the noise.
im so excited to see the premarket action on MU after this jensen interview
If MU reports 4 quarters of $9 eps, x 20 PE, that's $720 share price. And that's conservative.
I’m psyched about my MU 440, 420 3/20 calls
MU bers don't know what they are doing, their only "thesis" is that its gone up recently therefore it must go down lmao
MU 🐻 r shtting themselves after hearing this from Jensen. https://x.com/benitoz/status/2017711167091970099?s=46
Sandisk, MU, Western Digital
They just see that the number is big and dont understand why. 150M shares is such a tiny float. Go on the tradingview overview page and compare to MU, AMD and all the big names you know. Look at the financials. I wouldnt say "we're just at the beginning" but SNDK is far from being overvalued
Here are the best-performing stocks in the S&P 500 through the first month of 2026 🥇 Sandisk $SNDK +143%🟢 🥈 Moderna $MRNA +49%🟢 🥉 Seagate $STX +48%🟢 Micron $MU +45%🟢 Western Digital $WDC +45%🟢 Lam Research $LRCX +36%🟢 Lockheed Martin $LMT +31%🟢
I would not be surprised if we see some concocted negative story about memory chips in the next few weeks. MU and SNDK due for a major rugpull.
Anything particular you like about $WDC? I already have some $SNDK and $MU fairly recently opened positions. Heavy in on $NVDA 500+ shares thinking of selling and moving to something else.
That's all great but I purchased MU in May and its now up 550%. Google is up 135%, and Vrt did a 4x, well $10 away from a 4 bagger. It's still a good returns but you can cherry pick time frames and many equities crushed metals. These are just ones that I personally owned. Also asts is up about 1000% so is all the other space companies.
MU is still undervalued
I have MU 470 calls so whichever of you has an uncle that works at the SEC, tell him to give us a green Monday
MU bears, did you listen to this interview with Jensen today? Ur PUTZZ R CUCKED https://x.com/ns123abc/status/2017707940019401015?s=46
MU has a smaller growth prospect. SNDK is nothing like a hype wave. Go to its subreddit its empty.
Meanwhile MU and LRCX each up about 60% in the last three months. Maybe people are starting to think the Mag 7 have gotten to be a little too magnificent for their own good.
We can discuss they making money when they show some positive eps This company is riding a hype wave just like the commodities and is not even the strongest of the players in this hype If one wants to ride, MU is a way better choice
Listen up you beautiful, illiterate gamblers. While you were arguing about crayons vs glue for lunch, I did something financially irresponsible but spiritually correct. I went $400,000 DEEP ON MARGIN INTO MICRON (MU). Yes. Margin. Yes. All-in. Yes. My broker called. No. I didn’t answer. ⸻ THE DD (DUMB DETERMINATION) 🧠 Memory is the backbone of AI No memory = no AI No AI = no America No America = Europe (🤮) Micron doesn’t make chips. They make THE THING THAT REMEMBERS YOUR BAD DECISIONS. Every AI model, every data center, every “disruptive platform” needs: • HBM • DRAM • NAND • 🇺🇸 MADE 🇺🇸 SUPPLY 🇺🇸 MU isn’t a stock. It’s a strategic national asset with a ticker symbol. ⸻ WHY NOW? Because: • Everyone is scared • Everyone wants a dip • Everyone is waiting for “confirmation” Meanwhile: • AI demand is exploding • Memory pricing is tightening • Capex discipline is real • Shorts are comfy and unaware This is exactly when WSB history books get written. ⸻ THE PLAY 💥 $400K margin 💥 Shares + calls 💥 Time horizon: either retirement or ramen Price target? • Bears: “$380” • Analysts: “$500–$600” • Me: STRAIGHT THROUGH $700 LIKE IT OWES ME MONEY ⸻ THE RISK Could I lose everything? Yes. Could I be right? Also yes. Would I rather be early than late? ABSOLUTELY. If this hits, I’m a genius. If it doesn’t, delete app, move to woods, raise goats. ⸻ FINAL THOUGHT They laughed at NVDA at $300 They laughed at TSLA at $200 They laughed at every man who pressed BUY when fear was loud Now excuse me while I stare at premarket and pretend I’m calm. MU TO THE EFFING MOON 🚀🚀🚀 SEE YOU AT $700 OR THE SOUP KITCHEN
Listen up you beautiful, illiterate gamblers. While you were arguing about crayons vs glue for lunch, I did something financially irresponsible but spiritually correct. I went $400,000 DEEP ON MARGIN INTO MICRON (MU). Yes. Margin. Yes. All-in. Yes. My broker called. No. I didn’t answer. ⸻ THE DD (DUMB DETERMINATION) 🧠 Memory is the backbone of AI No memory = no AI No AI = no America No America = Europe (🤮) Micron doesn’t make chips. They make THE THING THAT REMEMBERS YOUR BAD DECISIONS. Every AI model, every data center, every “disruptive platform” needs: • HBM • DRAM • NAND • 🇺🇸 MADE 🇺🇸 SUPPLY 🇺🇸 MU isn’t a stock. It’s a strategic national asset with a ticker symbol. ⸻ WHY NOW? Because: • Everyone is scared • Everyone wants a dip • Everyone is waiting for “confirmation” Meanwhile: • AI demand is exploding • Memory pricing is tightening • Capex discipline is real • Shorts are comfy and unaware This is exactly when WSB history books get written. ⸻ THE PLAY 💥 $400K margin 💥 Shares + calls 💥 Time horizon: either retirement or ramen Price target? • Bears: “$380” • Analysts: “$500–$600” • Me: STRAIGHT THROUGH $700 LIKE IT OWES ME MONEY ⸻ THE RISK Could I lose everything? Yes. Could I be right? Also yes. Would I rather be early than late? ABSOLUTELY. If this hits, I’m a genius. If it doesn’t, delete app, move to woods, raise goats. ⸻ FINAL THOUGHT They laughed at NVDA at $300 They laughed at TSLA at $200 They laughed at every man who pressed BUY when fear was loud Now excuse me while I stare at premarket and pretend I’m calm. MU TO THE EFFING MOON 🚀🚀🚀 SEE YOU AT $700 OR THE SOUP KITCHEN
I think you are completely and totally right. I also think that MU/WDC/STX have limitless demand (their products). The more we ask of AI, the more memory and storage we need. And the more memory and storage we have, the more we can ask of AI (looking at the data it has already generated). And the more we ask of AI, the more memory and storage it need. It’s essentially an infinite loop, meaning we need to buy more and more.
I think memory sector like MU SNDK WDC STX has more room to run even tho overextended Semi looks ok But lmk if you know any other good sectors
SNDK and MU leaps, thank me in 6 months
If SNDK earnings are anything to go by, I'm full porting MU calls for earnings.
full port MU on Monday if this shit dumps, one in a month type of deal
All domestic chip fabs are valuable. $SKYT just got acquired. $TXN just had massive earnings. We all know what $INTC has been doing. $MU too. $GFS is next
Almost every single stock was red friday. Dont think its because of MU itself more of the fact because of the new fed annoucement and in general the fear of holding over the weekend given recent events that have happened. But who knows, im not hear to argue just see different thoughts
Right there with you and have 369 shares with a cost basis of $342…. been buying these dips. Memory shortage, price increases, and astronomical demand due to AI. $MU is way undervalued and is having its $NVDA moment🚀🚀. Do your DD folks, their financials and demand are strong! 💎🤲🏼
I hope this happens, I got too much money riding on MU
I was told MU would be hitting $1,000 next week. I assume this is still the case???
I’m up 120% on MU @ $118 cost basis. By far my best stock!
I'm baffled by MU... got in at 111... and it's been climbing almost daily since. Started with 100, down to 15 shares because I keep trimming a bit off the top just like my barber.
After amazing earnings from both SK Hynix and Sandisk I dont see MU going anywhere but up, especially leading into their ER in March. I think it can easily reach 550 by then
I’m pretty deep in MU right now at ~350. After earnings from others I’m convinced it goes over 500 shortly unless macro sucks
It was dumb luck and if it keeps dipping, it’ll be a bad move but I figure the trump admin gonna continue to fuck up and devalue the dollar, and the over reaction to the Fed Chair were enough to convince me it’ll rebound. I try to pay attention to the market as much as I can but I have a very busy life and often miss the best moves (MU is one example)
I wonder why Jensen or the NVDA investment committee didn't invest in or try to buy MU and the other storage names last year during the tariff panic. Surely tech Jesus knew memory was the next bottleneck