MU

Individual_Error_428

Is my one MU put gonna print tomorrow and allow me to retire??

Silver-Charming

I wish premarket move on MU is fake.

warvold7

Praying MU doesn't dump tomorrow

AngelNotFound4444

But at least China didnt get their hands on advanced DRAM chips... Checks MU: yep, another -15% in a single day

AngelNotFound4444

MU & SNDK PE about to go negative because of Jensen. It's truly over

Silver-Charming

MU and SNDK are trading like some shitcoins but with forward P/E=3. I am really tired boss and everyday closer to give up trading. I cant, once again I chose wrong stocks... should have bought Walmart

Cryptosupergod

MU sub 500 Monday

Cryptosupergod

MU sub 600 Monday

Comfortable_Mud_4477

MU 760-800

ActivePosition67

MU +0.69% after hours. Who is Sanjay fucking?!

bak2skewl

Not MU CEO. Hes a classy Indian faithful to his family. Run it.

Western_Coffee_5445

Shifting all Si capital into $MU and $INTC... wow crazy market

Unfair_Adeptness_838

Pretty sure MU, AMAT and AVGO will go down on Jensens cheating news. Cause why not

Hot-Performancy

Just tell me my MU calls are safe…

ThanksDependent1001

So NVDA def down so we thinking MU and AMD rotation

Samjabr

haha, that is very true about nuclear. Hel, Germany just pulled that epic self-own in the past decade. At least we went full retard 50 years ago. I think the main counter-point is the economy is in such a precarious position. I wasn't kidding that 75% or more of our GDP is coming from AI. And some estimate are it's far higher, because consumption is being driven by the wealth effect of NVDA, MU, MSFT, GOOG, etc. gaining trillions in value in just the past few years. Regular old Boomers are looking at retirement accounts of millions, sitting on 3% mortgages, and thinking to themselves, I have plenty with which to retire, even if I take yet another cruise, or buy a $150,000 "family" SUV with 600HP, or buy my 3rd vacation home. If Data Centers literally stop, all the semis will take Huge dumps, and even though Hyperscalers won't be spending on GPUs anymore, their values will plummet, because of how interconnected everything is. Neoclouds, SNDK, MU, MRVL, etc., will go tits up. We will be in a full blown recession in 2 years. And no politican wants to run on that. I might be 100% wrong but expect to see Ds walk back their 'grab your pitchfork and torches' rhetoric.

Valuable-Term9559

I never understood this logic. Why not sell at a loss if at any given time you think another stock has better near, mid or long-term potential? Because if your ego? What if McDonalds is turning it around and you see it picking up 30% over the next six months, but MU just treading water? Why would you get out of MU and into MCD? Isn’t the point your account’s growth over the upcoming months or a year, not what equity delivered it?

swampassOG

Everything reminds me of MU calls

warvold7

Currently my MU is avg price 350$. So I could still double profits selling here. It's in a Roth, so I can't add anymore cash for the year

warvold7

Curious to hear y'all's thoughts. I have MU average at 350$. Should I cash out Monday? Or just keep holding. I assume at some point MU will go back up, but being a cyclical stock I think it could be risky to keep trying to time it

warvold7

Y'all do I sell my MU for profit Monday and just call it, or hold through the holidays?

Slight-Quiet6138

Aren’t you guys seeing what’s in plain sight. It doesn’t matter if the fundamentals are there or the stock is worth what you think it’s worth. What matters is what this country is doing and what this government has already done. Earnings were great and stocks still dropped. MU…Perfect example… Nvidia! Should be at 300 right now and because of this countries bullshit we are sitting at last year‘s prices once again. Wouldn’t make any drastic moves until we know what’s coming.

BigLife2254

Fine I'll go long MU then

BigLife2254

Short MU with me

Orin_n

MU's volume is making a middle finger and that's all I need to know how it's gonna go tomorrow

LaMeraVergaSinPatas

gonna need MU @ 950 very soon

warvold7

Y'all think MU will reverse in the near future? Or still gonna keep dumping and cycle is over?

Available_Orange575

kingmusk420 is BACK in r/MU_Stock. MU is SAVED!

Open_Pollution_8038

I ain’t going to let them shake me out of MU with a 3x multiple for next year. The algos can kiss my fat white hair ass. They’re even reposting stories from months ago about the Oracle and Microsoft deal falling apart to resell it to the public like it’s new news, FUD.

OPcrack103

If you ask ai to define what stage 4 distribution is and ask if mu is in stage 4 distribution it says yes. It furthermore tells you that there are much more declines on the way due to this definition fitting MU’s chart. The chart says it’s done. People are calling the top because the chart says so.

dataCollector42069

when MU bounced back to $950, that was the perfect opportunity to offload

Puts-Calls

There’s lots of talk about MU, SNDK. I think they’ll pop in the morning then drift downwards. Just my thoughts

ZapsTheCan

MU was $100 last year. It's still $700. That's 7x. Egadds!

Weekly_One8412

But but MU has a pe of 9

AngelNotFound4444

Reminder that MU and SNDK are going to 0 on Monday

natalie_merchant_fan

I think it's pretty safe to see we've seen the high in $MU but that's a lot higher than it is now. I'd be looking for a rally before future declines.

BarbellPadawan

I’m definitely waiting until MU is back to $1100 before jumping in on calls, so I *know* it’s safe to get bullish again.

Prudent-Corgi3793

NVDA is a better buy. MU is great as well, but comes with significant uncertainty.

UNC_Recruiting_Study

Those who bought MU above 1k as well thinking 2k+ by Christmas. But I guess no one mention which Christmas...

Low_Foundation8900

no just that this was a massive oversell, of course SNDK and MU, I still wouldn't touch SPY with a ten-foot pole but AI stocks been getting hammered and its just strange

Rrrandomalias

MU has always been cyclical. I was here for the 2018 cycle and that shit was hilarious. The amount of people that got burned by the MU 90C was insane

BigLife2254

I’ve been shorting MU ngl

newgay12

I was doing really good trading with BA and when I saw MU meta other tech companies move 5% 10% in a day I switch to them and shit I my gained from BA gone and lost it all should I go back to trade with BA or not

greenpride32

NVDA's moat is CUDA. AI was developed on CUDA platform for the past decade. If you don't use NVDA GPU, you don't get to use CUDA. CUDA is 2 decades old, has continually been enhanced, and is entrenched into many engineering and scientific applications. It isn't going away any time soon. MU SKHY and Samsung's moat is fab. That's really it. There have been rumors circulating that TSM is considering getting into the memory fab business. That would mean any chip design company, such as an NVDA, could design their own proprietary memory chips and have TSM produce them. Of course this cannot happen overnight. One of these moats is much wider and deeper than the other. That is why you see such a discrepency on NVDA versus memory chip valuation multiples. Just imagine if a day comes where TSM puts out a press release indicating they are entering the market. A pile of $700b in net profit just becomes worth $700b, there is no multiple assigned to it. You get the multiple when your expected net income trends to $200b, to $275b to $375b... etc.

paparige

That is a 5 year time span. MU is up 118% YTD. 190% in the past 1 year. Outperform what ?

Western_Coffee_5445

msn ads saying if you invest $10k into MU it will be worth $50k in 2028...we're so cooked

AngelNotFound4444

Memory BLOODBATH next week. MU and SNDK to zero because... because why not

Such_Independent2426

In theory, should the stock price not relatively quickly rebound to its true market pricing in that case? Like yeah some people decided to sell MU at 750 at a time when few buyers were available but should a rational market not buy a strong discount and push the price towards some kind of equilibrium?

TomHanksWilsonLOL

What does Jensen banging a chinese spy mean for MU? Hopefully nothing but trouble because I am balls deep in MUD LOL!

ThanklessWaterHeater

The prices were based not on competition, but on an a lack of competition. My argument is there is healthy competition now, and as a result Apple can no longer drive prices for memory to ridiculously low levels like they did in the past. If you disagree that’s fine, don’t invest in MU. For my part I remain long MU for the reasons stated.

Ok_Mind8366

TSMC has pushed back on a report that it is exploring 3D DRAM memory production at Nvidia's request, saying it is a pure-play logic foundry and plans to stay one, according to Tom's Hardware. Lowkey someone is trying to crash the markets. MU dropped like 10 percent pre market on friday when this came out

Happy-Champion1661

we already tried the bounce on Friday and failed. I bought MU shares on Thursday last minutes candle but I sold already at +10%. No one wants to hold the bag on a weekend so yes maybe Monday is green. Or maybe its a trap. Idk yet. Gonna see vibes, but I honestly dont like what I see here. I am usually a big dip buyer but it feels strange this time. \---- btw I need to correct myself on the previous point, I am actually wrong. For SPY it's basically 50/50. The nasdaq100 has more green than red days (> 6.5%) actually. The reason being during the dotcom bubble there were a lot of violent dead cats (22days > +6.5% and 18days < -6.5% according to claude, big if true)

SoulMute

MU, SNDK, NVIDIA for me. Some tards have NBIS

DharmaBum62

MU has been somewhat cyclical for decades. They’re building to increase production capacity (I’ve seen the Boise site and it’s massive!) and MF has hinted at a possible split. Share price may drop short term, but MU is a buy for a 3-5 year horizon imho.

Cav829

Well we're already in correction land on the Nasdaq and IWM. The S&P is the one trying to stay out of it. The level of manipulation though to cause the needed rally to salvage things for Anthropic though would be insane without investment banks risking committing hundreds of billions. Manipulating the space sector was much easier. Even manipulating tech to stay this strong for this long took months and months of effort. I think they got caught with their pants down just how bad credit deteriorated. They really should have just done the IPO a month ago. Not saying we don't see a rally. I'm kind of counting on it. I just don't see QQQ returning to AtHs when like... do you see MU getting back to $1200? SNDK getting back to $2300?

SoulMute

Yeah I have lost a lot of money on sndk and I missed out on realizing a large gain on MU. I am historically not a good trader but I am having trouble believing the AI trade is truly dead. I’m bullish on AI and see the next 10-20 years being continued accelerating buildout.

Comfortable_Mud_4477

MU 750 please . Bags are heavy

PleaseGreaseTheL

In every earnings report, datacenter/cloud/AI were the largest growth segments, and by a lot. And everyone is bullrushing ahead. Contracts accounting for 40% of Micron's revenue are locked in as take-or-pay *through the end of 2030*, with no early exit clauses. The areas of tech that missed revenue were *areas being impacted by AI*. Google Cloud grew 103% YoY in Q3. If you think MU's a buy but "it has a little more to go down" you should be buying anyway. It's down roughly 40%. If you think it MIGHT go down to, say, 55%, you should be starting to buy now, and continue to buy until it goes up substantially and the difference between your target price and the current price is smaller than the upside you see in other positions. Unless you're just trying to swing weekly expirations instead of real investing, I guess. Good luck with that?

naivemelody35

End of the line AI companies like Anthropic are not currently profitable, yes, but the overall semiconductor industry is extremely profitable. Take a look at profit margins for companies like NVDA and MU. Even if today's AI software companies have yet to turn a profit, there is still massive demand for the underlying hardware (chips and memory).

Vegamiter

This is right ; ) Things are given an explanation until the big houses have their piles of $$ where they want them. Funny how things that looked pretty good before (like MU etc) always seem to look pretty good after

BigLife2254

TSMC is producing DRAM for NVDA. MU is FUCKED

ahududumuz

Dunno your positions but looks like MU chart

Hopeful-Oil-1297

I am going by the fundamentals... MU is literally at the center of the AI bubble. They're the ones that supply the AI hardware. Right now, at this moment, reports of failed expectations in tech have happened. AI itself has yet to prove itself to be profitable (I'm not saying it never will be, but it's like a baby being fed meat first before milk for it to grow). Then we have the geopolitical situation that does indirectly effect the AI market because of inflation and interest rate hikes. Companies need loans to build the infrastructure needed to power these machines. There is a high probability of another interest rate hike in December that will prohibit companies from expanding further. MU may be selling the shovels but if they're are currently strained miners they tol will be strained. That's why I think it's best to wait not buy. The storm is not over and I think MU has little more to go down.

EmilyCT1

Great reverse DCF breakdown. To answer your question on memory names: forward earnings are a much fairer basis, but even those are dangerous right now. Trailing FCF makes MU look incredibly cheap, but the market is doing exactly what you said—pricing in a peak cycle. The low P/E is a trap. With memory, the 'cheap' valuation usually means you're late to the party. Buying MU here isn't a value play, it's a bet on whether the AI-driven HBM demand can extend the cycle past its traditional historical timeline.

phantompainm

so MU will crash？

daddysgirl794

In June 2000, news outlets reported on "sky high" demand for memory, and MU was on a massive run, hitting new highs every week. Despite these uber-bullish reports and incredible growth prospects, that month would be the last time MU would make a new all-time high - for 24 years. In June 2026, news outlets reported on "sky high" demand for memory...

Regenbooggeit

That’s just very recent. Both MU & SNDK absolutely dumped after insane earnings, so I thought it would claw back. MU posted back to back earnings that beat and went down 40%. Kinda got caught out ya know. I was gonna sell next year.

Constant-Bridge3690

That is the dichotomy of the market. GOOGL got hammered last week because of its CAPEX spending. This week MU gets hammered because that spending might slow down. F this market. Thankfully, I'm long on both and have a long-term horizon.

ThirdWorldMeatBag

Im unemployed but I put my last $328 on an MU put the day before it crashed. I will not be seeking employment

Nikkybags21

DCA into MU from here looks good 👍

soscribbly

Everyone is waiting for MU $500 and that’s why we won’t get it.

TequilaTrader

Technically the smartest thing to do is take your SNDK loss Monday and buy a double or triple leverage of SKHY or MU since they trade similar. Just don’t buy SNDK or a version of it for 31 days. You win the loss and will be holding a similar stock anyway. I did this with ETU and BITU last year because they traded the same.

FinePerformance1046

There's a double bottom on MU from May you peasant, I'm the better astrologist.

TreGet234

Ai answer: If Micron Technology (MU) and Sandisk (SNDK) fell to their balance-sheet liquidation values, MU would trade below $30–$121 per share (an 82% to 96% drop from ~$690) and SNDK would trade below $23–$73 per share (a 91% to 97% drop from ~$835). Because both memory makers trade at massive multiples to their physical net assets following the AI memory boom, a drop below liquidation value implies near-total equity wipeout from November 2026 levels.

vermilli21

I mean the 4hr chart for MU doesnt really scream bullish. Considering its under the 200MA and broke trend. But blah blah blah astrology for charts

bluuuuurn

Retail "panicked". Oh brother. Maybe they made an educated choice based on changing circumstances and then it caught everyone by surprise and then dumb fucking algos took over (does retail have those? Please remind me...) and sold it into oblivion. I've been 20% short on this since July with puts on CAT, MU, NDX, SHM. Waiting for a circumstance exactly like this one. Sold a ton of CAT and MU for about 3-4x. Thanks to Michael Burry who had the same shorts and called out this exact market dynamic (small moves triggering massive auto-trading drops). If there's a relief rally to any decent degree, I'm going back into my shorts. Someone do some pumping!

TreGet234

Soon everyone will scramble to get out of ai stocks like the last chopper out of 'nam. Imagine MU going to 20$ type shit.

Regenbooggeit

You’re asking wallstreetbets if they make high risk bets. Go back to investing please. And yes, half of my port is NBIS, MU, SNDK, RKLB, ASTS and a sprinkle of GME. Rest is GOOG. Is that retarded? Hell yes.

BigLife2254

You’re just too retarded to comprehend anything smart. MU will never get back to its aths but many of the neoclouds will. Retard

BigLife2254

MU bagholders are fucked more than neocloud bagholders!

BarbellPadawan

Nor will MU

Paul_Robert_

Guys, Jensen came to me in my dreams and told me to buy $MU calls on Monday.

thinkpositively123

If Republicans had won this election, MU would have been trading above $900.

SlothorHuman

I can see it increasing \~29% within the next eight weeks. MU was definitely a stock to buy and sell for a while, but with such a sharp decrease in value and the many applicable variables, those days might just be over

verified-trader

**BanBet Lost** — /u/No_Dig905 (2W - 1L, 67%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▼ | $669.68 → $650.00 | -2.9% | 1d | Lost |

Madrid_Fan

Deadass I think china is gonna fuck up my nvidia stocks though, there was a headline yesterday or the day before that dropped them same as MU I think. Idk I was at work

SanDisk_Made_Me_Itch

That one analyst saying MU to $3000 was the sign

Open_Pollution_8038

META RDDT MU TSMC NFLX PLTR Few hardware names in there but the AI race is going to shift hard to locking down media/content companies. It’s the streaming wars right before the platforms consolidate and everyone grabs data/IP.

Fit_Seaworthiness_37

Some of these stocks like MU and SNDK actually have good fundamentals recently though with a less than 15 forward P/E ratio. The problem is how sustainable is this revenue? Is it short term cyclical? Or is it a new norm?

EternaIRivaI

Sold MU call today and went into google 2 calls hoping for the best https://preview.redd.it/l2dm82bk730i1.jpeg?width=1439&format=pjpg&auto=webp&s=503609c906d391bf5453fc8205c3531b92989f72

Comfortable_Crab_792

Bro you put a hundo on MU close to ATH lol This guy bought NVDA on a huge dip. It’s not the same

DancingCow

I can see certain semis making a comeback by shifting heavier into robotics.. Like MU converting from mostly HBM volume to DDR5

us1549

Do you think the memory stocks (MU, SDNK) will ever return to ATH? or even close to it?

red_fluke

I sold intc at profit, but shadow of what my profits were at peak. I sold it because I think MU has more upside from here. My investing style is picking only the top quality company in sector, that is minting money. And intc is shit compared to tsm, amd, nvda. I bought only because trump was grilling everyone to go for Intel lol.

Silver4R4449

MU AMD Amazon Nvidia goog meta X

warvold77

MU had good volume today. Yesterday was a massive sell off, but today was the most in a while

Ok_Mind8366

MU being green 5% after a 40% drop in 2 weeks. Is this what we call winning ?

Hot-Performancy

MU bottomed. We going straight to 750 Monday.

wrongrobertpatrick

MU is moving AH

downthet_

tempted to jump back into MU. I sold on the 4th