Reddit Posts
It’s been a tough year. What’s the moves for the rest of the year?
30K to invest - Oct 19 Market open
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
Mentions
I’ve seen this same playbook in July 2026. Buy NBIS and MU calls 3 months out and get rich
Does MU hit any green this week?
bro bought MU at the top lmao
its starting to look like i should just sell my MU.
when I wake up the daily thread will be "BLACK MONDAY BOL FUK" and MU will be down 1%
MU being red for the 40th day in a row. Crazy that you can buy a 2000 dollar stock for 800 bucks
For me, a casual 100% pump of MU and NVDA over the week would be ideal. I will then cash out on Friday, put everything into my index fund and forget about it for about 20 years.
I sell 1-dte expiry put options, as well as longer term put options, and my strategy is different for both. For 1-dte options: SPY or QQQ. I'm not even sure there are any other options for 1 dte options. I favor SPY, because I'm most comfortable betting on the behavior of SPY. But sometimes QQQ pays meaningfully more than SPY, so I'll do QQQ instead or 50/50. For strike price, I aim to make $1,000 per day that I trade, looking generally in the range of $500 to $1,500. It's just a judgment call based on what strike prices are currently selling for, in light of the recent behavior of the market. Usually anywhere from $2 to $10 below the current trading price. Sometimes I decide the market is just too optimistic and I will skip that day entirely. For longer term options: SPY and TQQQ are my two that I sell put options for every quarterly future date. SPY I do staggered strike prices between 20% and 30% below the all time high price of the stock. TQQQ, more like 50% to 60% below the all time high. Then I have a few randoms thrown in, like SOXL, NVDA, MU, one GOOGL. The randoms are usually sold on days where I'm not selling a 1 dte put for whatever reason (either because the market is too optimistic, or because the market is down and I've been assigned).
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $987.42 (above) | $914.28 | $880.19 | +8.0% | Wed 6:37 PM ET | | **Record** | 1W - 2L | 33% | - | - | - |
Ok looks like. My MU weeklies are not looking like dying for the next 6 hours at least
MU up 1% rn the Koreans gonna take those gains
I need AAOI at $150 MU at 1100 T1E at $10 And I will exit the market and never look back lol
Pour one out for the homies that held MU puts all weekend
MU isn't dishing out anything substantial for AI until 2030. That's when their factories finish building. But knowing American buildouts, they will probably be overbudet and overdue, so maybe 2032.
I’m full porting my entire 401K into MU Calls and Puts. How regarded is my strategy?
just like how MU is safe from the toshiba HDD production increase news, right???
My wifes boyfriends sister said MU up 25% tomorrow
Save it - in the next 3-4 weeks the stock market and all these AI stocks will be back at their all time high. The volatility we’re seeing happens every election cycle in the weeks leading up to Election Day. Earnings will put to bed that these companies are making bad decisions. MU will be back at $1,200 by Christmas.
Another aspect outside of just GPUs is AI training and inference is orders of magnitude more compute heavy than the vast majority of other cloud workloads. I'm a backend software engineer at a tech company that's top 20 in web traffic and our whole company's infrastructure outside of AI/ML workloads could run out of a single data center easily (disregarding issues with geographical latency and single point of failure). My team owns some services that handle billions of requests per day and collectively run on less than 100 CPU cores and 200GB of RAM. That's basically a single server and likely some headroom left on it for a scale that the vast majority of companies will never reach. Comparing that to AI, I ran some video generation models a while back and had a server with 128GB RAM and a 5090 and it would take minutes to generate a single 7 seconds video. Prior to AI the big 3 cloud providers weren't struggling to meet demand because while it was growing a lot, it was doing so at a rate that they could easily match because building a few new data centers would add a ton of capacity. So if AI demand suddenly fell off dramatically, I don't know if it would even be worth repurposing a lot of these DCs, unless there's new demand for a different type of compute heavy workload. All that to say it's not just NVDA. RAM demand and prices are through the roof, and companies like MU have seen their stock skyrocket. Same with high speed storage / SSDs.
18 months ago MU was a $100 stock. It will be a $100 stock again within the next 18 months
It's also a new article talking about a week old drop. Annoying because thought my MU puts were going to print from this. This crap should be worthy of a temporary ban or something.
I am +51% on NOW… maybe i should start selling it on monday open. Maybe use some gains to DCA on MU and SNDK…
The pop has already happened outside of the mega cap stocks like AMD, DELL, MU, Mag6... Just look at quantum, space, nuclear, most mid cap semis... It's ugly out there.
MU makes me sick. Had it for the longest time in my long port when it was way undervalued when it was hovering between 80.00-110.00....which was inly like 1.5 years ago! Now its 878.00!! That and Netflix are probably my two biggest regrets.
Buying any stock after it has 3x’d in a year, like MU has, feels wildly optimistic. I think odds are that kind of price movement does not result in accurate valuation and that you risk losing a large percentage of anything you invest in it
MU break 1200$ before Christmas
That's how I made quite a bit selling call spreads on MU earnings.
honestly MU and SNDK are basically the same trade at this point, memory pricing is memory pricing. ngl i hold a bit of semis through NDQ so i'm just along for the ride either way, not smart enough to pick the bottom on individual names. the play is just not watching the chart every hour til it stops crashing lol
**BanBet Lost** — /u/Cantthinkofacoolnam (0W - 4L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $914.28 → $1000.00 | +9.4% | 3d | Lost |
Whatever number you have in mind on SNDK should be spent 80% on MU, and 20% on SMCI instead. Both for longs. You asked.
Likely true for SNDK and MU honestly. Would feel comfortable going long on either at these prices though. But agree, probably a bit more of a drop in the short term
Curious who's holding MU until EOY
It's hard to believe the idea that memory might have peaked because of all the bullish news we've heard for the sector non-stop since the start of the year, but I suppose it goes back to the old adage that stocks peak on good news. At this point it seems all good news has already been priced in, and even great earnings reports are having zero effect anymore. Truth is all the charts look horrendous at this point. MU is perhaps the only name in the sector I can see making a new all-time high anytime soon. WDC, no. SNDK, no. KOSPI index as a whole, no. They've all experienced major blow-off tops and likely won't be back for a long time.
Nice. I'm rooting for ya. I'm pretty similar, except with SNDK. But, if MU is crashing, SNDK is definitely also tanking. Lol. Ironically, I think MU and SNDK should be much higher, but trends gonna trend. TA is dumb, but it still takes it in sometimes.
Down or sideways works for me. 24 delta Bear call vertical on MU.
could be worse.. -25% on $MU and the likes in the coming days
MU for me was strangers on the internet. Thank you for that.
If tokens per watt keeps improving and if hypothetically NVDA and MU and the like dropped prices to 40-50% gross margin instead of 80-90%, do we have a potential path to profitability then? Honestly asking.
We all know the real time to make life changing decisions is when everything is going to sht. But what is the right horse to bet on? Is it MU/META/Something else?
Tech is trading lower than Consumer Staples and close to Healthcare right now. I wouldn’t bet against it. MU 5x Fwd PE, NVDA 17x Fwd PE, SPCX was 100 times Fwd, now 44 times forward, BABA 16x…. etc…. It’s all noise IMHO. I expect a rip your face off rally onto the EOY.
I gambled with $125,000 in gold futures and NVDA SNDK MU options. Lost all of it. Then a hope of recovery comes, Took a sofi loan of $90,000, played options with that same money. Lost all of them in 4 months. Now sitting at $0.01 portfolio value. Going to permanently close all options accounts. I have also signed self trade exclude(meaning it will put lifetime ban on that broker app for option trading) Life is to live. I don’t want fucking depression anymore. Thankfully I have stable job so will slowly pay all loan and keep quiet 🤫 YES IM FAILURE IN OPTION TRADE BUT IM NOT FAILURE IN REAL LIFE. I WILL MAKE MONEY BY DIFFERENT IDEAS DIFFERENT INNOVATION
Nobody is going to tell you to panic sell and get the fuck out before they dump everything and you are left holding the bag. Go read this article https://finance.yahoo.com/markets/stocks/articles/memory-storage-stocks-rebound-western-155816327.html The article uses almost all positive terms including"Stocks Rebound", "stocks climbed", "rebounding", "topped analysts' expectations", "shaking off some of their blues", "Shares of the hard drive maker were recently up", "earnings that exceeded Wall Street's expectations", "figures topped analysts' estimates", "outlook also exceeded consensus projections" A tiny little section says "it may be getting harder for some of the market's biggest AI winners to impress" Wake the fuck up. This was a down or flat week after a massive selloff. The VIX has freaked out twice in the last 10 days. WDC STX SNDK MU DRAM and all of these AI suppliers have been fucking devastated, 30% down in the last 30 days and 40-50% off of their May highs. Did you read about Anthropic's S1 IPO filing today? The one all the mainstream media said would be getting filed. No? They didn't tell you? And they are not going to.
Nobody is going to tell you to panic sell and get the fuck out before they dump everything and you are left holding the bag. Go read this article https://finance.yahoo.com/markets/stocks/articles/memory-storage-stocks-rebound-western-155816327.html The article uses almost all positive terms including"Stocks Rebound", "stocks climbed", "rebounding", "topped analysts' expectations", "shaking off some of their blues", "Shares of the hard drive maker were recently up", "earnings that exceeded Wall Street's expectations", "figures topped analysts' estimates", "outlook also exceeded consensus projections" A tiny little section says "it may be getting harder for some of the market's biggest AI winners to impress" Wake the fuck up. This was a down or flat week. WDC STX SNDK MU DRAM and all of these AI suppliers have been fucking devastated, 30% down in the last 30 days and 40-50% off of their May highs. Did you read about Anthropic's S1 IPO filing today? The one all the mainstream media said would be getting filed. No? They didn't tell you? And they are not going to.
A lot of people are Reddit are heavy into stocks like MU, which are down ~30% from ATH, ~20% in the last month or so.
Reminder that MU fell over 90% from peak to trough between 2000 and 2003, and took 24 years to make a new all-time high. It's a long way to the bottom from here
**BanBet Lost** — /u/Clackamas_river (2W - 4L, 33%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $911.44 → $1000.00 | +9.7% | 3d | Lost |
Down like 20k on MU $1060 Calls Nov 22 2026(Holding 4 of them). Do I have a chance boys ? Or Should I Just give up
MU once fell over 90% from its peak in 2000 to trough in 2003, and took 24 years to get back to its ATH again. Probably not the trade to average down on
MU back to $50. Lol. NVDA sub$50, probably, or something. Idfk. ¯\\_(ツ)_/¯
All good till an MU weekly goes against you (don’t ask me how I know)
So glad I sold and bought MU with the proceeds
SNDK keeps DRLLING while MU bounces. Rip sndk bulls
Qqq and mu up big ext week. MU 10% and QQQ 5%
**BanBet Lost** — /u/Visible_Stable2323 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $879.97 → $1100.00 | +25.0% | 1w | Lost |
Why is NVDA not even able to stay up with AMD or MU i don’t understand
MU under 1000 let alone 880 is profoundly confusing. This thing is being artificially held down for what reason?
Omfg MU get your dick up bitch
MU closing red would be insane but unfortunately expected
finally MU dies as expected
All in MU puts expiring Monday, god speed
MU -20% on Monday by the way
MU getting tired of holding everything up
WDC, STX, MU, SNDK Which memory hype collapses next, after many Neo Cloud go bankruptcy with debt load obligations
ohhhhh so now 212 is a brick wall on NVDA and 885 is a brick wall on MU
markets basically following MU
just let MU and NVDA go up already stop with these fucking games omfg
oh my god they are trying so fucking hard to keep knocking MU and NVDA down
things start to show signs of life on MU then it starts to fall .60 at a time lmao
SNDK crazily lagging behind MU today
yea market you really struck fear in the hearts of those MU shorters with that .25% move
I'm getting the urge to paperhand MU calls
And MU is knocking knees rn
MU and MSFT may be the only two stocks propping up the market
Possibly $MU going red like $WDC Memory glut possible risk , big hype market cap can fade like $ORCL , let’s see
How much would MU be up today if oil wasn’t shitting on the market? 10%? 20%?
Same, glad I went all in MU yesterday rather than QQQ or SPY
MU needs to go back to 850s cause being near 900 is a joke
MU looking ready to reverse
MU being 3% up is pathetic. Shit is going to all them low next week. Sell your ports its over.
Why is MU so much up while SNDK is down today?