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’m focusing on where the capex is going - nvda, MU, MRVL, vnet. Hyperscalers are just handing these companies money in trucks
Second this. MU will go up like a bull before we know it
I am down 63K. I only buy stocks. I just started buying the dip a few days ago. Should have waited more in hindsight. But I am not worried. I did the same thing last year as well just after Liberation day and made well over a 100K. You can't time the bottom perfectly, but you have to buy the right stocks and it will be fine. That being said, this is 100% a liquidity event. If it was about overspending on AI, then MU, SNDK, AVGO, NVDA, AMD or even metals should have gone up. The issue is market is expecting a liquidity crunch due to the events in Japan and US Fed pick who wants to reduce the balance sheet. Also, I think margin trading is to blame. Crypto, silver blowing up leading to a cascade of margin calls.
tl;dr - please help me carry these bags QCOM & ARM (and everyone else) - memory is expensive! GOOG, AMZN - We are going to spend $100s of billions more on Capex - This year alone... wtf Translation: Buy SNDK/MU - They seem overpriced - FOR NOW, they are not. They are repricing from a high volume, low profit margin, commoditized business with tons of competition, to the exact opposite Will MU & SNDK end up collapsing 80% - Probably: Competition, double ordering, overbuilding, oversupply, then glut, etc. But for now =profits
Your MU calls r fuk, mine might work out
Been holding MU since Feb ‘24, how much longer captain?
Not sure how long the memory shortage will last but MU can practically name their price as a result with their customers.
The problem is i dont know how much i should buy a day to DCA. 1% of portfolio assets sound good or go more aggressive? I dont know how prolonged the overall market decline will be, but bullish long term on MU
That’s interesting as MU is fueling AI and AI is potentially destroying Software. The euphoria is still in AI, not areas where AI can replace it.
I have so much conviction in MU right now that I'm still buying shares daily even if we crater another 50%
Same, I’m only investing on MU. I have been the dip this week. I actually hope it keeps falling to buy more. It helps to restore some of my sanity after I sold last year at $120…
Micron trailing ratio (IE the ratio using actual information, not wallstreet's hopes and dreams) is over 36 https://finance.yahoo.com/quote/MU/key-statistics/ SanDisk doesn't have a trailing ratio at all due to spinning off of Western Digital. Some sources actually have it with a *negative* ratio.
Very true, but the volatile stocks like MU took a big hit from it.
You aren’t wrong but datacenters will replace their components basically every year due to new improvements in memory and GPUs. This leads to recurring revenue for AI Infrastructure players MU’s forward P/E with their sales forecasted is in the single digits and severely undervalued.
In on MU, missed the boat on SanDisk and if is a lil pricey for me these days!
SNDK > MU. SPY 690 will easily see SNDK $750/800.
MU SNDK WDC & data centers. Memory shortage still remains, demand is only increasing, and the MAG7 just doubled down their capital spend, literally $600B between Meta, AMZN, GOOG & MSFT alone - the checks have already been written, and regardless of if AI is actually profitable or not - the infrastructure & supply chain for the AI ramp are the beneficiaries of this absurd capital spend.
Hmm... So, did U actually read what I wrote? Perhaps U should read it again? Never said that folks that are already in MU and SNDK should sell. But they should probably put a stop loss order in to protect most of their profits. It seems that U may be doing a little projecting because of your experience with NVDA? There will always be another opportunity to get into a particular stock. So, just a little bit patients can save U from putting yourself in front of a speeding freight train. So, if U miss one train, just patiently wait for the next train to come along. 
I accidentally got my friend into options. I tried to tell him how to do it responsibly… so he makes like %500 on MU last week. I done told him, I says, “sell it jim.” I even called in on Friday when I started looking at everything and it ALL looked toppy AF. “Just 25% put hedges. A little can go a long way. I think HOOD has a super super long way to go down.” I was for real freaking out. Saw that shit coming a mile away and sold my 625 strike QQQ puts for like 20% LOL. Sold my HOOD puts at like $80. I’m so fucking stupid. I had some RUT hedges too, expecting BTC to drag it down… nope… it moves like a “ruptured turtle.” Corn puts were the only thing saving me from my failed CCCX bull play. So tired of my plays that I’ve been waiting months on to get fucked at the worst possible time. Had 50% puts last week and I *might* walk out with +10% tomorrow. Sigh..
still makes me think SNDK and MU are not expensive /shrug
MU no way memory stocks don’t recover the quickest
Why is MU tanking? Most of the capex will go towards MU and SNDK.
MU scrambling to reopen their Micron division rn
!banbet MU $405 14d LET IT RIDE!
!banbet MU $400 14d LET IT RIDE!!! LET ITTT RIDEEEEE!!!
Why is MU going down?
It’s such an asymmetrical risk I think 1MM is a high upper bound personally, that’s less than 20x right now. NVDA and MU have given me 20x. It’s not early anymore in my opinion.
And ANET, MU, and AVGO will either have a sluggish day tomorrow or actually drop.
Any company that is in the AI datacenter business should be rocketing, these hyperscalers will spend on the AI buildout until they have nothing left ORCL IREN NBIS NVDA AVGO MU The market is the one who is wrong
Nope. With the amount of negativity around AI spend and resulting stock price slide, these companies will pull back on the spend and that will hit MU and SNDK
MU has an investor event next week too. Surprised the memory stocks aren't going nuts, it's obvious that they're going to be recipients of the ridiculous amounts of capex
Need to find out where all the capex going into. TSM AVGO NVDA MU anything else
It’s a buying opportunity but what’s the buy point? MU 360 or 280? Maybe today was it. Idfk
Why would SNDK and MU go down after hours when the titanic capex increases that META, GOOG and AMZN reported would imply they are getting beats on their next few earnings reports?
MU dumping cause AMZN announced 200B in capex? Market irrational longer than im solvent ig
My MU calls aren’t looking good for tomorrow lmao
Nevermind ... SNDK dropped at the end of the day. MU is the Champ!
In all honesty I think HOOD GOOG and META rebound. I’m licking my wounds on NVO shares but that’s whatever. I think MU also a no brainer still at this p/e
#if amzn and Google dumped on high capex shouldn’t hardware companies like TSM and MU go up since the capex is going to them?
The fact that MU is green today is actually unbeliveably bullish
MU is a solid pick, the only names I would add to that is KLAC, and TSM. After 10+ years, these companies have all excelled, despite market conditions. I really hate TXN and their stewardship, didnt mean to come off as an ass.
$MU gave me enough time today for me to lube up my butthole with the those $470 calls I bought at $420. My body is ready 🥵💦
MU is green right now be like everything else and drop 30%
Google just announced they’re spending 180b on AI and you think the bubble is popping? They’re increasing their AI capex and so are the other Mag 7s. AVGO, MU, etc are gonna keep having insane earnings. The only way the bubble pops is if these companies lower their capex, and so far there’s no indication they’re going to. I could see the bubble popping for unprofitable “AI” companies that don’t actually bring anything to the table but if you think the shovel sellers or the big AI companies like GOOG are going anywhere soon I got a bridge to sell you
MU pumping INTC pumping SNDK pumping
MU is not down today because them bitches got no solution
MU JUST DIE. Bought puts. Only thing green on my fucking watchlist brooooooo
What’s happens first MU 350 or 450
When’s MU going back to 500
MU is acting insane actually
$MU holding quite well today despite market eating ass
Holyyy MU do SOMETHING! WE ALL KNOW UR GOING TO $500 SO JUST DO IT!
Throwing the rest of the port into MU. Fuck it.
$MU calls please save my portfolio 🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏
When $MU hits $750 don't be crying that you didn't buy it at $380
fwd p/e on MU is 9.67
Should I get MU calls now or should I wait to see it it comes down to 350
MU just being fucking flat on the day is a sin
Like 5 new LLMs are going to be announced soon and somehow MU is down lmfaooo
MU under 400 is a crime of the highest order
Do I sell my MU $405 call expiring 2/27?? I’m down 12.5%
Holy fuck why are my MU shares worthless
MU chart looks so fucking ugly rn
MU imma need you to go bigly green thank you
MU hugging the 20 day. probably bullish
**UPDATED** if i were trapped on an island and could only take 3 porn with me for my spank bank, i would chose: 1. ~~february chart of MU~~ 2. ~~february chart of ASML~~ 3. a video of lauren mayberry going pp
change my mind: $MU is better than $SNDK moving forward
Kind of need MU at 450 again
Who use MU for materials.
The firesale at MU and SNDK was a gift
Thanks, missed that little 2. Had to zoom in. Well, I guess we’ll find out by March 20th on how he’s doing. There’s AMZN’s report tonight and their capex number will boost SNDK too, but MU will be the big one. MU is set to report eps of $8.42 on $18.7B in March. If they beat and guide higher, all these memory stocks are going hit their year end price targets before April.
TSLA to 410 MU to 430 and GOOGL to 335 thank you for your attention to this matter
The option pricing on MU is insanity. Only people making money are the one's selling them.
They have squeezed every single last drop of juice out of the memory stocks, I have never seen them get so much mileage from the exact same stocks with the exact same story for so long so effectively lol. Mu-tants stay falling for the MU nonsense. Mu-tant bagholders will be generational.
Bet I have long dated $MU calls Memory shortage is still here and not going away anytime soon
$MU went from -3% to +1% and counting!
QCOM & ARM (and everyone else) - memory is expensive! GOOG - We are spending $120 Billion on Capex - This year alone... wtf Translation: Buy SNDK/MU - They seem overpriced. FOR NOW, they are not. They are repricing from a high volume, low profit margin, commoditized business with tons of competition, to the exact opposite. This is what they mean when you hear "cyclical" - Think NVDA 3 years ago or before the Corn boom, etc. Will MU & SNDK end up collapsing 80% - Probably: Competition catches up, double ordering, oversupply, glut, etc. But for now =profits
MU didn’t get the memo that SNDK did that memory should be green today… fuuuuuuuck
SNDK green, MU eating shorts even though billions of googles capex is going straight to them
#Google said it will spend $180 billion on AVGO and MU yet AVGO is barely green and MU is flat LMAO🤌
MU SNDK play is back boiiiiisss
Just need MU TSLA and GOOG to go big green no problem no problem
Is a MU bounce over 400 for tomorrow out of the question
Just bought $200K of MU and SNDK. This dip is too good to pass! It may dip more, but I cant time it.