Reddit Posts
What's your take on the market, currently?
Micron takes a Saturday Night Dumps on Hyperliquid
Apparently buying the dip makes me a gambler. Thoughts on buying, logging off and checking back after a month.
Leopold biggest holdings are: MU, SNDK, Coreweave, BE
Why is market crashing again? I'm so sad.. I cannot habibi
Burry disclosed his shorts on NBIS and MU on September 22th. They are now down by 22% and 16%. Haters say what now?
Is a ETF like SCHD a good candidate in current volatile economic environment?
$META CEO Mark Zuckerberg says “memory and persistence” are next priorities for Muse Wonder as agents take on tasks that last weeks or months.
Buy Micron Tomorrow Oct 13th NewYork Session
My $8.8K HSA experiment is now worth $600K 🚀
Leopard just got liquidated by fake news again: Citadel 2: Leopard 0
MU rewards patient investors and punishes gambling addicts
MU rewards patience and punishes gambling
Markets Grinding Higher; Models are More Cautious
MU Taiwan voted 80% in favor of strike
5 AI names I’m watching Monday: $MU $RYET $APLD $BE $ORCL, from memory chips to AI software to the power grid. What are yall watching?
Midterms Nov 26 to Jan 27. Trump loses & these stocks will crater. (BTC, AI, DataCentre, Tesla, SpaceX) right?
Thanks to the guy who posted a rant about MU falling in the morning despite fantastic earnings call
Another record quarter from MU, down 2%: why estimates are not expectations
PCE came out as outlined in yesterday's write-up, MU Earnings Review and a More Bullish Q4 Setup
Leopold Aschenbrenner's fund is down on every position across his top holdings
When Theta Gang reaches WSB levels of autism. $MU $120K
Nike earnings are tomorrow and nobody seems to give a …💀
MU Beats on Q4, and Forecast for Q1 - Signficantly - Stock a bit down
$MU 1 million dollar earnings YOLO results
I'm Singlehandedly Trying to Improve the MU Earnings Calls
YOLO: MU Micron $1,080 strike 10/2 exp calls - I'm Michael Burry's Boss Now
Micron tops Q4 estimates on top and bottom line, offers strong Q1 outlook
Expectations for PCE, MU Earnings and a Dovish Williams Repricing Rates
AI Stock Crash, while AI Tech is Universal - Prediction
Made $550k in 90 days. Can't stop / won't stop 🚂
MU update – dropped to $1,054 ahead of Wednesday earnings
What is the bull case for Micron and Sandisk beyond rising AI demand?
Iran Headlines, 19 Fed Speakers and Quarter-End Flows Put SPY Under Pressure
why testing will be the next AI bottleneck industry DD - AEHR
why testing will be the next AI bottleneck industry DD - AEHR
why testing will be the next AI bottleneck DD - AEHR & INTT
why testing will be the next AI bottleneck DD - AEHR & INTT
Bought $7.2k of NVDA calls at 3:59. Wrong expiration 🤦♀️
NVDA,Bought the right play with the wrong expiration 🤦♀️
Streamer just bought 10K of MU pre earnings
If market takes a shit wishlist — what prices are you betting your house on ?
Yolo-ed my life savings on MU and SNDK at close yesterday
If Trump can run the free world and make 1,000 trades in July you can secretly second-mortgage the house and YOLO $MU. Believe in yourself
Burry is now underwater on all his MU positions
I ran a 0DTE iron condor through a prop firm's $50K eval rules. 78% win rate. Pass probability: 34%
Long ADBE / Short MU — Betting on a Momentum Reversal
Mirror Image - MU vs ADBE / Momentum Trade
Most popular stocks review NVDA, META, MU
The "Psychology of a Market Cycle" chart, and MU stock over the last year look eerily similar.
The "Psychology of a Market Cycle" chart, and MU stock chart over the last year look eerily similar.
The "Psychology" of a Market Cycle chart, and MU stock chart over the last year look eerily similar.
Mentions
Think I'm trolling to leave 11k in MU,bought at 350.
Will we see MU below $800 yes or no?
Notice how bulls never cite earnings, facts or fundamentals while throwing their tantrums after a 2% pullback. The only thing holding their stocks up is blind optimism Except MU bros and forward p/e. Still cyclical tho
I sold MU at 200 because of all the bubble talk lol. But THIS time we’re really in a bubble right?
Purchased 25 shares of MU @ 941 last week. Am I done for?
Holding MU calls wish me luck brothers
Almost forgot im holding MU 930 calls expiring tmmr that are already down 73%
Prepare to fight for your life for the last 2 weeks of October. Don't give them an inch 🤏 #MU & SNDK GANG UNITE 🗽🤺🛡⚔️
That's a reach, considering MU spiked once in August, twice in September, with dips in between. Also, is the trading volume or pattern unusual? More importantly (I get the implication) but why didn't he sell in June and buy back at the end of July? That would have been the signature "insider" move.
Am I screwed tomorrow holding MU shares?
Reddit always makes me laugh. These stocks are up bigly and everyone is surprised when rich dudes trim a position to secure their multi bagger profits like it’s some big conspiracy or a sign of insider trading. The most important question is what % of their total position does this represent? and how much are they still holding? Buy and sell orders on their own don’t mean much without that extra tid bit. If they did 500 trades in a month they are at the very least swing trading if not day trading, not just buying and holding. I’ve also seen regards on wsb post screenshots with bigger MU gains..
🎵 Neoclouds to the right of me, AI bubble to the left of me, here I am stuck in the middle with MU🎵
Just need a 5% MU move one way or the other
I am looking forward to some cheap cheap MU tomorrow
More like NVDA, AMD, GOOGL, MU, SKHY, suck it
Large cap AIs are only down like 3-5% for the last week, MU being the only exception, down about 13%. Still significant, but definitely not a big deal if someone only holds their stock with no or little leverage. What 10-30% down are smaller neocloud stocks. When you are in datacenter building business with no moat against hyperscalers with tons of other sources of cash flow and easier access to financing, it is not surprising things come to this...
MU going to open at 900 on a bounce then probably go to 800-850 before support steps in later this week
It's *not* only options as people responded to you. Yes, the S&P isn't significantly up however money has been rotating agressively out of tech. Guess what? Most regards here (me) are invested into tech. The S&P is doing fine, but Nazdaq is down 6% on the last 10 days, Nbis -30%, SNDK -30%, CRWV - 30%, MU 17%.
Tomorrow WE will get some real cheapies like MU below 800
Bers plz roast me, I’m holding this: AMZN: $250 call - June 2027 GOOG: $345 call - Feb 2027 MU: $1050 call - Jan 2027 NBIS: $180 call - Sept 2027 QQQ: $730 call - June 2027 All bought Thursday/ Friday
🥭 bought Meta sold MU. I'm buying some META tomorrow. So get your puts ready!
Google for long term, MU for short term
I think people forget that as a stock goes lower if the company feels their stock is undervalued they will begin purchasing back their shares therefore reducing the amount of shares available to the public. This will be MU. I think they will gladly take them off your hands soon.
It's not up for those of us deep in AI stocks. But I am balancing it out by having the majority of my investments in a broad market index fund. SPCX and MU are killing me, though.
agree with the split between cash funded suppliers and debt funded buyers, and the balance sheets make it pretty stark. micron sits on roughly $38B of net cash, asml on about €10B. coreweave is the mirror image with the $51B of debt and obligations you mention. so a 15% weekly drop in MU at \~12x trailing is the market pricing the memory cycle turning, not a funding problem. different risk, and imo the one you can actually track through contract prices.
Why NBIS and not MU or SNDK?
Got $10,000 to burn. Was thinking either $MU shares or $SPCX shares. I’m regarded
Damn I can't even imagine. I lost 4k on MU calls and I feel bad, but this does make me feel better so... Thanks for your sacrifice I guess
The post states that MU appears to be recovering, but supplies no price move, volume, or company-specific evidence to compare against prior weakness. What data supports the recovery view?
MU micron,AI stock with a pe of 12
Portfolio equal parts MU SNDK NBIS ARM BE AAOI SKHY I’m cooked :)
MU GEV. Down on both but not too much. Feel pretty good about both of their future prospects.
Imagine bagholding MU at 1200 when it’ll be 500 by Friday
Nobody is talking about the index. He’s talking about AI specific stocks like Dell, MU, CRWV, NBIS, MRVL, SKHY and many many more
So MU dipped to 820 on HL lol
It can't be a bubble when everyone thinks it's a bubble my friend and you don't get the hot companies like MU with a forward pe of 7 in bubble. Investors are incredibly cautious at the moment and it's priced in accordingly.
Go on then, 0dte on MU Monday.
Not usually. Due to relatively low volume. Also specifically for MU, it behaves like a meme stock even during a normal day so anything before Monday NY open for that stock is just noise
i wouldnt call them a fraud, but maybe MU 2000 was overshooting it a tad bit. if new AI models require less memory i could definitely see it fall further
Nothing will ever convince me that MU is NOT a giant fraud and this isn’t another Enron or Bernie madoff waiting to collapse. This has to be the shadiest company I’ve ever seen PLUS it’s located in middle of nowhere Idaho. They’re claiming to do $50 BILLION a quarter but there’s just no way I can believe that isn’t a BS number. Puts truly feel like a generational opportunity. Also can’t wait to see who’s gonna go to prison.
As well as MU and SNKD, although they dropped with roughly 30% each
Why is everyone freaking out about MU
If MU goes on sale by 50 bucks a day then soon can buy at F/W PE 2 or 3 good deal then?
what do you mean? MU isnt down anymore
Most AI stocks like MU, MRVL, SKHY, SNDK, INTC started dropping from Oct 5. DELL and PLTR have a different moat. Also it feels unusual that OpenAI and Anthropic decided to let it out that they were slowing within a week's span? These were closed door meetings.
GOOGL, MSFT, NVDA, TSMC, MU all long-term hold
Bought MU at $65 during the Trump tariff debacle. Sold for a healthy 20X. It’s going to be a $65 stock again, and it won’t be long
HOOD MU probably gonna end up like a Korean being margin called
MU, Goog and ASTS
Yeah fortunately I bought right before ir ripped back to the 500s, all the semis I have are all around well priced too, I don't want to open the broker app lol. I know for sure AMD is still green, but INTC, MU and SNDK I believe they just turned red on Friday
What’s this about MU dropping down another 5% on Saturday?
thats why I'm holding my MU, SNDK, SKHY
Yes it would if you buy and hold quality stocks. SNDK and MU which op sold are both quality stocks but he sold too soon
MU and SNDK dropped 4% instantly and almost immediately recovered back to flat… that’s rediculous
Cyclical always look cheap at the top of a cycle. Semiconductors are notoriously known for this trap. What your missing is the massive amount of chips and RAM that will hit the market by 2028-2030. Pricing a company like MU even 2 years out is difficult
MU IS CRASHING on hyperliquid
Look inside, SNDK MU, every single time
Is it just MU down big on hyper liquid?
\>Loss post \>Look inside \>SNDK \>MU Every time
Who thinks MU rips again in the next few weeks?
Well OP, you are not stupid nor crazy. I did the same. I bought a little Wednesday and yesterday. AAOI. ALAB, CBRS, COHR, MU, MRVL, TSM, INOD, VST Ppl sell when they go up and buy when down, happens all day long. I am still pretty much all in the AI trade and I am retired (I think I am much older than you or most ppl here). It’s not gambling. Day trade or options is gambling. Margin is gambling as I did in the late 90’s. You and me are just trying to buy on the dip where many professional money managers do. I actually missed out on the bottlenecks. But at least I’m glad I waited for them to correct recent moths and didn’t buy at the high. No one has a crystal ball to know if they will go up or down in the next 1-3 years but the fact that I bought I believe MU will hit $1200-1500 next 1-2 years. I doubt it will hit $2500-3000 as some analysts think. I am not expecting 2X in a year but hopefully 20-30% in a year. MRVL was at $300 few days ago and I think it will touch that again. If I think it will not go up then I would not have bought. I think we have 1-2 more years left on this AI run. AI buildout will continue but the rate will slow down a lot and stocks will come down a lot. Not to the dot-com bust (which I went thru) but at some point we will reach 5th inning or 6th inning or 7th inning. And ppl leave before 9th inning.
**BanBet Lost** — /u/ZigZag8th (0W - 3L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $925.73 → $1200.00 | +29.6% | 2d | Lost |
Next week we think MU goes lower or pivots green? debating on holding or selling
Holy shit 450 shares of MU? Dude you better fucking sell pretty soon. Don’t turn an amazing trade into a disastrous one
Hyperliquid is trading $MU at $841 :kek:
MU is down 3% in last 7 minutes.. what's going on
MU leaps are the new reserve currency of the world
logging off for a month is honestly the best part of the plan lol. just know MU, hynix, NVDA, MRVL and CRWV mostly move on the same AI capex story, so it's one big bet more than 6 dip buys imo
Monday closing price SPY: 650 QQQ: 500 MU: 500 SNDK: 800 NVDA: 150 SPCX: 0.99
SKHY was probably the only purchase you should have skipped. WDC and STX have been getting hammered. MU is the one standout in memory stocks currently, but be wary of the general re-pricing going around. CRWV is actually a better buy than you thought; there isn't much going against it currently, compared to the large dip recently. \*Never ask Reddit for stock advice. Look at [Morningstar.com](http://Morningstar.com), have AI assess stocks and it will pull from multiple sources as well.
So many people are buying MU on this dip due to not having enough AI semiconductor exposure. Your not alone
Trump is many things, one of those is protectionist, so I think US data center buildout is gonna stay ex-China. SNDK to $2500 MU to $3000. Me to a cardboard box potentially
\> Many would agree we hit AGI, From the preselect of "OAI deal with MS" then yes we have. But from the "general public" perspective - well no. Lots of people think we had AGI then "funding" would not be a problem because Dario would have given models his credit card and beat the market and every one would be out of a job. Sorry to say NO HAL for you. \> RSI has most definitely not 'fallen off', There is a tweet from Andrej Karpathy about the gap in understanding of LLM's and how they are being used in labs and by power users (with 1000's of agents. at once). We have evidence of this practice from the OAI - hugging face hack: 1200 agents over 4 days worked on the hack (out of an unknown number running). NOTE: This is RSI, to pre - answer a benchmark one might call this cheating. Anthropic talked about their new source control system: their 5000 employees commit like 10x as many engineers. AI, at the model level, isnt getting massively better - the intelligence is fixed, and the gains have come from inference applications (Thinking tokens) that are really "more of the model". And fewer issues because of tool use (We stoped talking about cut off dates when it could search the web). What the Labs are doing, and the users are coming to understand is that "brute force" is the path forward on every task. The old saying that given enough monkeys on typewriter you get the works of shakespeare is what as at play. Only rather than monkeys AI is "intern" levels of intelligence. OAI / hugging face is that in action. 1000's of interns over 4 days can do a lot of work (there is more nuance here but the general idea stands). It also means that COST and TIME are tradable. 1 agent for 1000 days is the same as 1000 agents for one day. Do I need a perfect result, do I need the result quickly or can I just let an agent run (and maybe luck into a good enough solution along the way?) This also implies that cost per unit of intelligence matters... If 1500 dumber interns can get the job done in a day, and they cost half as much where are the dollars going to go. If more AI better, then COST is a factor - \> that could massively reduce (some) hardware cost It's a debt fueled boom that is giving companies that eb and flow massive Margins. Look at memory, who normal margins (historic) are low double digits and some times negative. Everyone borrowed money and rushed to buy to pay MASSIVE premiums on this gear. That premium is in the bank at MU, TSMC and NVIDA and everyone else is a bag holder.
Bag holding MU short puts
Whoah, P/E on MU is under 12.
Jokes on me, my doctor had MU calls
**BanBet Lost** — /u/Life-Trade-6514 (4W - 6L, 40%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $928.33 → $999.99 | +7.7% | 3d | Lost |
So Elon and Michael Dell both say Memory crunch will get worse and ur out here not buying MU calls 🤡🫵
Week was brutal, all across the boards. I’m down as are lots of others. I’m day trading successfully, focused on beat down blue chips like GS, MSFT, CAT. I day trade options only for leverage, my daily average has been a solid $3,000 a day. Still, this infusion hasn’t upped my overall account. unfortunately I bought CALLS ITM with Jan expirations when sndk was bouncing around 1600 to 1650. I’ve ridden them down to - $90,000 in negative equity. Smaller positions, calls in MU, TSLA.SPAX, STX, ALAB, NVDA with plenty of negative equity. No, I didn’t grab highs. Has the bubble popped, I don’t agree. I see shorts, robo negative articles, day traders really f&$king the daily movement up. I’ve also seen large block trades coming in at interesting levels, the highest were at $1650 to $1600. My bet is by March ‘27, there will be people in here bragging about stock or calls they bought in the $1200 - $1300 range that by March will be huge in the money. SNDK may dip to $1000 again, 1150 to 1200 more likely. I’m buying put options for me day trades, no calls until I see those lower numbers. Loading up (stock) on GS, CAT, MSFT and NVDA.
Loaded MU calls before close… hoping for a gap up
Actually wish I had gone with Puts on MU for Monday instead but we will see. I’ve been scalping MU all weak. Puts and Calls
I’ve been taking profits on the pumps and exiting positions to harvest loses where reasonable. When it dumps I reinvest where I can. It hasn’t gone perfectly I have 230 shares of AVGO and I’ll definitely half to lose 25-30% of that just to have safety cash. During this recent crash I averaged down: STX, MU, NBIS, MP, NVTS, APLD, and a bit of NOK. And sold AMD and some MSFT to buttress my cash. Along with some random small positions that weren’t doing anything except tying up cash.
Vendí lo que me quedaba de RKLB con una pérdida del 25% y lo metí en MU.
Because it is. MU is at 5 forward p/e. The market is saying it doesn’t believe those numbers and there is mounting evidence that we shouldn’t.
Agree. Earning season is bull market season. MU drops on the news that China is going to flood the market with cheap rams. That was the same reaction when deepseek made the news last year (which was all hot air). I don’t have any position is MU.
Broadcom's gross margin is compressing because it's paying SK Hynix and Micron for expensive memory stacks. Nvda same thing. Amzn/Googl/Msft/Meta raise capex citing memory costs Apple says its in a memory crisis and raises prices massively MU/SK is a double at least from here.
It is the 3rd time this year that pullback happnes this year. I took profits of 60-110% each time accross MU, SNDK, NBIS and CRWV. See if we can do it a 3rd time 😂
I just bought 176k worth of MU, sort of on accident.
If MU goes to 200 in the next 6 months, I'm selling my kidney to but it all lol. But after that, idk
MU will be trading in the 200s in the same time frame
Oct 2027 stock predictions: MU: $1750 NBIS: $350 AAOI: $225 ASTS: $3
Thanks for the further thoughts and while I still think some broader perspective on recent performance of the likes of MU is important (hence my sarcasm), I agree with what you’re saying.
Nothing wrong with buying the dip, but that list is really one bet split into six tickers. MU and SK hynix both got hit by the same CXMT DRAM headline this week, and CRWV's whole business is renting out NVDA GPUs, so if the AI capex story wobbles they all drop together. Could easily work out, I just wouldn't call it diversified.
actually bought a share of goog and nvda today. i have more msft than google. MU is tanking now...buy? and HD looks like it could be good but wont it continue to go down with the rate hike and another coming?