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
If I sold MU and SNDK right now which I hold stock in and bought Broadcom and Oracle MU/SNDK would rise $50 a share each-while Orcl and Broadcom would both drop 10 to 15% right away
https://preview.redd.it/uw3rp48n6hng1.jpeg?width=1170&format=pjpg&auto=webp&s=da58fdaea5b091dca25489b805891c5d5cdcda74 Yea I’m also long on MU, and by long, I mean this earnings report in two weeks better fucking deliver.
Guess I’m being assigned 100 MU shares at $382 Who wants to buy a call from me for next week?
I don't find "they always build" to be very compelling. You are correct, but then why was MU worth $60 while they were building data centers before. This spurt of pricing growth is unsustainable. I don't doubt that they will continue selling more memory chips every year for the next 3-4 years. They say the best cure for high prices is.... high prices. Its classic supply demand pricing. High prices force buyers to buy less. My take is that if the hyper scalers and neoclouds keep getting fucked by the astronomical prices to build out data centers they will slow down the build out. Either that or AI token prices skyrocket and they make a fuck ton of money.
Unfortunately, cyclical stocks can be quite dangerous at the low/ end of their multiples... ( MU calls are super rich for a saler)
Am I the only retard who bought MU right after NVDA earnings like a stupid fool @425
I think Micro will continue to move upwards in the long-term, it's a solid company. The problem with your entry point is you are buying in during high volatility, uncertain times that are progressively getting worse, and MU is still trading pretty high, and entering falling knife mode with a lot of other stocks. We may gap up on Monday, we may gap further down, but the stock isn't going break out until investors are comfortable with the state of geopolitics and the general U.S economy. I think these calls would print, but why not just wait until things become more certain. You may miss a 5-10% initial jump in the market once investors are more confident rotating back into growth stocks but you would still capture great profits on your positions you have set above. Just an opinion though, not FA.
MU call expiring today, will get back to it later yh
MU call gonna go to shit, accepted the L but made 2x on an ONDS short which covered the MU loss and 120% extra gain, ching chingggg
Just bought more calls today when it was down 4% at one point. Balls to the wall all in on MU baby.
I fundamentally agree with the analysis, and it's well done. This goes over my approach to LEAPS but doesn't address the short calls: [https://www.reddit.com/r/StockOptionCoffeeShop/comments/1qyb97c/leaps\_buying\_management\_comments/](https://www.reddit.com/r/StockOptionCoffeeShop/comments/1qyb97c/leaps_buying_management_comments/) Points, and I'll use NVDA throughout. >Buy a deep ITM LEAPS call (0.70-0.80 delta, 1-2 years out) as your "stock replacement" In my document I suggest 80 as a starting point due to a variety of factors. A Dec 15, 2028 70 delta is a $180 strike, with spot at $181.60. That leaves little room for a pull back to where you can be in a situation where your desired short call would be at a strike lower than your long call -- a situation you'd rather not be in. The 80 delta call is the $140 strike, giving substantially more room for a potential drop. In addition, addressing your issue with Vega, the deeper ITM the lower the Vega (as Vega is less impactful on the intrinsic value): 83.8 on the $140s versus 104.0 on the $180s. >Sell short-term OTM calls against it (30-45 DTE, 0.20-0.30 delta) Due to the assignment issue you address, I might suggest lowering that to 0.15 to 0.25. >Capital efficiency. Controlling 100 shares of NVDA costs $12K+ via LEAPS vs $120K+ owning shares Think you may have made a mistake there somewhere. 100 shares currently costs $18k, not $120k+, and the $180 strike referred to above costs $6.4k. >2. Assignment creates a problem If you have a margin account, you can always buy back after you've been assigned, but you'd need cash availability for the difference between your short strike and market. In a IRA, however, you'd have a trading violation -- not a good thing. This is why I suggest trimming the deltas as mentioned above. Strongly manage your short calls to avoid early assignment/assignment. >Low volume names where LEAPS spreads are $1+ wide On the Dec 15, 2028 $180 NVDA call referred to above, bid is $63.10, ask is $64.75. I think that rather than using a fixed dollar amount it should be looked at in terms of percentages. You can easily have a $5 spread on a $400ish stock, like MU. Always shoot for midpoint pricing. ... TLDR is I fundamentally agree, just suggest strongly a 80+ delta long call, shorts at -15 to -25 delta. Use strong management of your short calls, and use midpoint pricing. u/DDDaydreamin74
Solid DD. HBM sold out through 2026, 12x forward earnings, and every new GPU cluster drives more demand. Market is sleeping on MU. The cyclical narrative is outdated lol
#TLDR --- Ticker: MU Direction: Up Prognosis: Buy Shares & April $420 Calls Catalyst: HBM Sold Out thru 2026 Portfolio Concentration: 78% (YOLO)
Is all of tech down or just MU?
MU 405 Eod pls (I'm way overleveraged in calls, halp)
MU saved my port. I’m out. Good luck guys
I'm gay for not buying MU
Last time I posted this a few days ago MU was up 40%, which was the only one in the list that is up by a lot and I said short MU. If you listened then you would have made a lot of money. WSB is a pump and dumb.
Nvda, MU, MRVL, avgo, arm
Thank GOD didn’t get MU CALLS
So, last time $MU diped, that $MU margin guy went full degen on 0DTEs. Well, MU is back down today 👀
Oof getting worried for $MU margin guy
Nice lil discount at open. Feelin kinda cute. Prolly gonna full port MU calls
MU under 450 should be illegal.
It’s a fuck ton of shares so I have time for it to recover but I would have liked more money for MU earnings. Now I’m uncertain with MU earnings with this screwed up market
MU Threshholds for 3/6 1. I need MU $400 to make some money 2. More importantly, I need MU $410 to not be banned from the daily threads 😭
Mannnn, can’t MU just go up to like 600 as every idiot online has been convincing me it will.
I’m 500 shares of MU, just gotta convince myself to not run away with a loss and hold for another 2 weeks until earning. This clown show needs to disappear
He lost 170k on the 0DTE call. So even if MU goes to 500, which is a 120$ gain over 380. With his 1000 shares, that’s 120K gain. Didn’t he lose 170k already on this trade ? Also he’ll have to pay the interest on margin until the stock reaches 500. Am I missing something ? Second - if his equity was 225k and he lost 170k - isn’t the remaking equity 55k? How did he purchase 1000 shares of MU at 380? Thanks for explaining
MU will be the exception among the AI related stocks to actually rise in spite of reporting good results on the 18th. I'll be $500 by May.
That’s MU on a daily basis.
Oracle 13 march 165 call ! MU 20 march 420 call ! THANKS ME LATER !
I sexually identify as an MU bull
AI stocks like MU way overvalued, companies just gonna increase production of computers components
sold a $380 poot on MU expiring tomorrow for 5.00, it was worth 2.50 at close but gimme them shares before a blowout earnings report in a few weeks
Was there anything more obvious than MU calls at 380
Bought $20 VIX puts 2 weeks out...at this rate it'll get there far quicker lmao SPX (since I can't fucking buy SPY, shitty UK) and MU calls is the play for tomorrow, already bought $400 MU calls
Nice recovery on MU into close.
Just hit my breakeven on MU calls I bought at the bottom. Fuck you bears
Yeah well…hindsight is the biggest baddest mfer in this game. Look at the all time chart on MU. ‘Just buy and hold’ is easier said than done. I guarantee you spend 20 years underwater on something and it suddenly starts ripping you’re just gonna dump it when you see green.
Lmao did people really yolo it all into MU in 2016? they'd be up like 3000% if they bought shares and held jesus christ
Sold my Honda S2000 to buy AMD, NVDA, MU, & TSLA
max margin $MU man how you doing bro
MU charging ult for earnings
Got 102 shares of MU at $382 Am I going to be a bag holder?
I’ve made a bunch off of MU calls, they’re no different than any other calls
i was gonna buy MU calls but they're so expensive holy shit. You're retarded if you're fucking with that shit.
Need MU to tank back to 360 so I can buy in
What in the fuck is going on with MU today
MU and SNDK what a trash duo
MU has a 1 / 5 star rating on Robinhood lol
To be honest, MU, is a buy and sell before ER
Same. I’m sleeping in a paper box made out of MU and SNDK shares.
Why did MU and SNDK just shit the bed
The market probably thinks the trend is gonna end soon and MU and SNDK is not gonna be able to price their products with high margins, which is why their expected earnings are trading at a discount relative to their peers
Are my $MU April $500c’s fucked chat?
imma just need one more MU flash crash before earnings pls
I have MU calls, Hope they Go Hand in hand
most interesting thing here is MU at 9.11% basically matching NVDA at 9.20%. a year ago nvda was probably 20%+ of this fund. i moved about half my smh position into individual semis back in late 2024 specifically because of that concentration risk, bought ASML and TSM directly. down maybe 11% on the swap overall but at least i control the weights now. for a 2030 hold id be careful with the tipranks targets tho. those etf consensus numbers basically just aggregate indivdual stock price targets which assume everything goes right for every holding simultaneously. not really how semis work when TSM and NVDA are competing for the same capex dollars
MU reporting earning in 2 weeks, take calls before its too late
How the hell am I up 33% YTD when I’m mostly in semis then? I have avoided the very end of the value chain though, mostly buying things like AMD, MU, TSM, ASML etc.
I think its the same, it rebalances every quarter I think, since MU has been a winner lately, it has more exposure
Very high MU activity for this time of night, I assume it will rip along with AVGO tomorrow
MU? NVDA? Whatever you're smoking, pass it around
Right now Sandisk and MU are my 2 stock picks. Been little rocky lately but I believe!
Wasn't by myself. I found a few guys on stocktwits who were sharing thesis' that intrigued me. (Stocktwits is 99% dogshit and scammers, bulllshitters, people who have no clue how to tie their shoes on their own. Any big name on stocktwits is full of misinfo. But MU forum was good before it got really big last year.) And their theories made sense. Of course back then, and still now, everyone was screaming cyclical. But the memory bottleneck theory really sold me. Only 3 companies on the planet making this absolutely essential product needed for the AI rip. I don't care if AI is bullshit or not. They needed memory to push it. MU seemed like they were stepping into an era of consistent high volume demand. Stepping into a supercycle. The last two earnings has helped confirm that. It wasn't my own idea though. Kinda lucky really. Feel a little blessed. But it required high conviction too. The memory demand bottleneck was there. And the profits they were making. Combined with the surge in profits from Sk Hynix and Samsung. Everything needs memory. The demand is there. The fundamentals. The technicals on the charts as it was reclaiming all its major EMAs. Doing a golden cross of sorts indicating a possible big shift in sentiment. Everything was really lining up to me. But I had help putting it together. Im still noobish. Put my literally last $1500 bucks in. And cant even believe where im at now. Made lots on 6 month Jan 2026 calls from sep to dec and caught many short term gambles in between too. Caught dec to early Feb too. I still think it had a lot of room to run. There's only 2 bear theories. AI bubble go pop hehehe. And yea, MU doin good now. But it won't last!! I mean yea, of course it cant last forever. This doesnt disprove its current state. Demand is still there and real. Samsung just raised DRAM prices again. Its still going. its not done yet. I believe earnings coming up in a couple weeks will be great again and confirm again. It looks "bad" now, as it has been chopping the last 7 weeks. But its really mostly flat. Accumulation phase for next leg up. All major supports comfortably held. Charts look great. I think it would've shot off already if not for Iran. I think it'll be 600 by summer. Thanks though! Hope you're making money too!
#Will MU see 500 or 350 first 🤔
Besides the big ones. I like VRT and MU. They have done me well. PLTR has taken a hit but over the next few years it will return 10-fold by 2030!
I full ported MU in december, we chilling
Macro, MU's biggest competitors are in South Korea, and South Korea's energy supplies are at great risk due to Trump's war in the middle east. MU should be a good buy.
South Korea gets a lot of their LNG from Russia and Russia just lost an LNG carrier. They also get a lot of their oil and LNG via the Strait of Hormuz. South Korea's energy imports are at serious risk right now. Sell Hynix, buy MU.
If you had to choose between MU ans MSFT, which of the two stocks will reach $500 share first? MU has earnings coming up and sounds poised to deliver great results, but both mircosoft and nvidia fell after reporting excellent numbers.
I'm thinking it'll be a great ride into 2027. Demand will ease up. But im even more conservative than that really. Im unreasonably bullish through summer 2026. Im not married to it. I love MU though. It has changed my life. Been buying long calls on it since 115. I'll be long gone way before then
MU needs to go to 420 min!!!
No it didn’t Sandisk hit piece did it MU will be absolutely fine