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’ve been watching MU and RKLB. MU has a decent PE, great forward PE, insane revenue increase estimates, have years of backlogged orders, and has a moat. RKLB is similar, and they’re both trading at a discount
MU calls have served me well the past two months But I must now turn on it and buy MU puts
I’ve been dollar-cost averaging. I bought more this week. I sold the Micron I had before the crash (MU went from $250 —> $205 per share), and I invested the proceeds in VT, VBR, and SPSM.
MU is such a strong stock. Idk why their option chain is so low volume
50% in MU, NVO and INTC, 50% cash lol
Holy fucking shit I actually timed the bottom on MU with some long dated calls
What a retarded price action, MU swings from -4% to +4%
I sold my MU calls at 7% loss, it will rip next week, bols you're welcome!
Generational dip buying in MU, CSCO, MSFT, AMZN
never thought I’d see the day MU is under $200 is this a clear buy signal?
I don't trust the fuckery of this market, especially on OPEX day and with the Fed making rate cut noises. Took gains on ORCL, MU, IONQ, OKLO puts.
There could be further downside for sure. 27 VIX is by no means capitulation i was expecting higher and bloody red open. MU and GOOGL have been the strongest tech stocks of late so took a gamble.
good call a week later. Just bought MU today
45% of my portfolio is in NBIS and MU. MU has dropped 13% in 5 days. I got into NBIS late so its a bit sporadic. Overall I had a 6.88% drop yesterday, but I am still up 6.02% on the year. I still feel optimistic despite yesterday. Probably foolish but I'm here for the long haul. In the words of Joe Dirt, "gotta keep on keeping on"
I need a 5% move from $MU to save my 0DTE calls
🥭literally bought INTC with gov money 3months ago. He gets rich from crypto and markets And you think the bubble pops today? LMAO. It will pop, but only after he's gone just hold your shares and DCA into solid companies with actual fundamentals like GOOGL and META, AMZN even avoid risky overvalued meme shit like quantum stocks or stonks that are up 150% ytd like HOOD, MU or PLTR
sorry u had to hold RGTI at $50 or RKLB at $65 or MU at $240, learn to short next time
MU can probably easily close at 190
AMD and MU nothing looking at a close under 200 today
MU CHOR TEM GOOG Meta some PLT and sofi for now
MU lol rugging people on WSB since like 2016
Full port MU at the top like the retard I am, they should give me ownership of this sub
Please MU I need this, my mom is kind of homeless
Ok now that MU has given up half of its run up this year, SURELY it is a good time to buy calls in the dip right?
It's my fault. Had been tracking MU for months and thinking shit it cant go any higher. On November 14, 6:43am (PST) I said fuck it, this is the only stock still being resilient and going up, and I bought MU calls literally at the top. It proceeded to crash so hard and i've lost 80% value in a span of 2 weeks. Its absolutely disgusting
MU just continues to jump off a cliff overnight
MU down more than 10% just today. WDC down 9.5% today. Ouch.
MU -20% in 4 days may sound ridiculous, but when it's still up 140% for the year. It has lot more risk left to the downside fyi...
Yea I cummed. My entire portfolio is AMD, NVDA, and MU
Tech wreck incoming. Look at the charts on AMD, MU, SNDK. They ran up up way beyond fundamentals.
All you have to do is look at the chart of SNDK and MU for the past 6 months. Way overbought and overvalued. There will be much more pain.
Fking MU down 12% in a day . 🤡🤡
Ah, you're referring to options trading. I haven't looked into that but with \~$46k in profits from just buying stocks, I think I don't want to be too greedy. Just sold all my GOOGL stocks yesterday at 303 before the crash. Made a mistake with not selling MU at 250, but you learn from mistakes.
Wasn’t just nvidia, amd and MU copped it hard in the ring
what did they do to MU my calls expire next month
anyone know why MU is down so significantly?
MU was the easiest short of my life
WDC -10% MU -11% BE -14% SNDK -20% LITE -13% CLS -10% #marketleaders
Bought MU 2 times and now both are underwater LMAO
AMD MU WDC AVGO semi brothers all jumping off the bridge o7
MU down 10% a day with no news 🤡
Why the fuck is MU acting like it has the P/E of fucking PLTR, and its still somehow faring a fuck ton worse, this shit is even more retarded than me
MU down -12% from open and not slowing
Bought MU and SNDK. A discount too hard to resist
The position sizing part is just so spot on! bought a ton of MU today - just 2-5 shares for each point down. Now in profit already. Sold. Out.
what do you think is the floor for MU? looks like 204-205?
when i heard warren buffet bough google i pulled all of my money out of MU, SNDK, and WDC. that was a week ago so far so good! normally i wouldnt mirror trade a boomer, but the market is so fucked i needed some grandpa investing advice
Holy shit, this has literally been the best trading day for me. Sold my odte SPY calls at open and I had MU puts.
Just woke up. Can someone tell me what the heck happened? QQQ/NVDA/PLTR/MU/ORCL were all through the roof when I went to sleep last night!!
MU, the thing that makes memory thats completely sold out? both for AI and legacy memory? ye, SELL DAT SHIT. To 0
Damn MU just kicked me in the dick
Dancing on the graves of MU holders today
this regard yolo'd MU calls at the top, someone check on him [https://www.reddit.com/r/wallstreetbets/comments/1ozvrs2/330k\_micron\_calls\_bet/?sort=new](https://www.reddit.com/r/wallstreetbets/comments/1ozvrs2/330k_micron_calls_bet/?sort=new)
MU short is printtting something something cyclical
45% of my portfolio is NBIS and MU. MU is down from $257 to $212 over the last 5 days. I'm up on NBIS overall but it is quickly dropping. I don't like this one bit
LMAOOOO my broker's digest is stale, its still telling me MU is pumping even as it drills down to the core of the earth
MU just keeps drilling my ass, there is no bottom
Was MU on the fucking epstein flight log or something
bought 200 NVDA at $185 and sold 200 at $196. not huge but my in and out on margin seems to be working. same with MU. is this sustainable? good record yesterday suggesting cc at close to OTM. thoughts? thanks everyone
I don't know but MU is sucking dick too, could be their sector or sum shit
Could some of you buy puts on MU as a favor 🙏
I guess it is to do with pausing semiconductor tariffs. MU's competition has Chinese production.
Just fucking delete MU off the face of the earth, apparently its worth fucking 0
MU bears are acting like capital spending to meet the extremely high demand is the end of the world ffs
I didn't lose money on MU, I just offset my gains earlier this year for tax reasons
Bro wtf is MU doing ffs, the stock I full ported into is tumbling harder than fucking literally everything else
and MU as well not sure whats happening in there
And grab MU your dance partner
I’m not a conspiracy theorist by any means but I do believe there’s corruption in MM, and today MU is your perfect example of that
MU is fucking dying for no reason at all
Mine seems to be settling back down at the moment. MU was up big at the open, but now I'm in the red. The others seem to be holding. I suspect today we will see a lot of movement from AI companies. I just hope it stays green at 4pm.
Is MU a buy? the chart looks rlly good lol
Funny you mentioned it. I don't have NVDA or QQQ calls. Instead, I bought calls on the smaller caps that I felt might benefit from NVDA's report, but have fallen hard after a strong report like CLS yesterday afternoon heading into the report, NBIS when those shares were at $88 (missed the bottom at $83), and MU Dec calls yesterday also to play into their earnings.
"A massive memory crunch While most of us tend to think of GPUs powering AI data centers, they're only part of the server clusters that run apps like OpenAI's (OPAI.PVT) ChatGPT and Google's (GOOG, GOOGL) Gemini. In addition to CPUs and storage, they also need large pools of memory. The problem? There are only a few major memory manufacturers in the world. That includes big-name companies like Samsung, SK Hynix, and Micron (MU). And the incredible demand for data center equipment is driving up prices across the entire industry." https://finance.yahoo.com/news/first-it-was-gpus-and-electricity-now-ai-is-eating-up-the-memory-industry-190921764.html "In an earnings call on Friday, the CEO of Semiconductor Manufacturing International Corp , China’s largest contract chipmaker, said that fears of a memory chip shortage were prompting its customers to hold back orders for other types of chips used in their products. “Everyone is hesitant to place too many orders or ship too much in the first quarter of next year because they don’t know how many mobile phones, cars, or other products [the memory chip industry] can supply,” said Zhao Haijun, SMIC’s co-CEO, according to a Google translation. Analysts say these supply constraint concerns come as chip manufacturers focus on advanced memory chips used in artificial intelligence computing, with less focus on production needed for consumer products. “The AI build-out is absolutely eating up a lot of the available chip supply, and 2026 looks to be far bigger than this year in terms of overall demand,” Dan Nystedt, vice president of research at TriOrient, told CNBC. " https://www.cnbc.com/2025/11/17/ai-fuels-memory-chip-shortage-that-could-hit-phones-and-cars.html "Major PC brands, system integrators, and memory makers are now panic-buying memory chips and modules as the DRAM and NAND chip shortage is taking hold. According to DigiTimes, numerous companies are in a race to build up their stocks as data centers are swallowing up supply, leaving the consumer industry scrambling to get memory modules. Asus said that its memory inventory for production and those that are already in finished products sit at two months, which should be enough for the remainder of 2025. However, unless the situation changes, the company will start feeling the pinch of the shortage by 2026, requiring it to adjust its prices accordingly." https://www.tomshardware.com/pc-components/dram/asus-msi-other-manufacturers-panic-buying-ram-stocks-while-major-memory-chipmakers-rake-in-profits-massive-demand-for-hbm-and-rdimm-for-data-centers-driving-shortage "SanDisk has reportedly raised its NAND flash contract prices by a staggering 50% for November, according to DigiTimes Asia. This move underscores a rapidly tightening memory market, driven by both unrelenting demand from AI data centers as well as tightly constrained wafer supply." https://www.tomshardware.com/pc-components/storage/sandisk-reportedly-jacks-up-flash-prices-by-50-percent-as-memory-makers-cash-in-on-ai-fueled-demand
Last I saw, Burry was calling for PLTR puts (joined him marginally) and buying MOL. I don't really disagree with a marginal PLTR long duration long put if you want to hedge your growth stocks. But, NVDA (long) was absent in that blurb. Shorting through NVDA earnings is a bad idea. I think AVGO and MU have been comparatively strong this week, and they're up next. Google can not only run inference for a ton of models with their Thor/Broadcom ASICs, but they reportedly trained Gemini 3 on ASICs. Jensen got a lot of questions on ASICs and Memory/supply. He emphasized that NVDA has negotiated far in advance and is fine for now. But... High-bandwidth memory is the biggest bottleneck in the world right now because training and inference is memory bound. Samsung, SK Hynix, and MU have been caught colluding many times before in cycles past. They're not dumb enough to meet at a golf course now, but they are all raising prices. The PC Gamer geeks are crying foul. MU and EWY are up a lot, but still undervalued vs. most growthy US stocks, not that valuation means what it used to. Not investment advice. I am not an investment professional. Just talking my book for the moment (with a small dividend/hedge barbell). The stat I took away from today is that NVDA's forward PE is now 29, when the average for the cubes is 26, without the same kind of growth. The historical average for NVDA's PE is 35. A lot of money has moved into money market accounts. It has been there for awhile. The train is still rolling, but many investors are in denial because they don't appreciate its scale. There are a dozen billionaires with soft-control positions on boards or as shareholders who are all spending more than they have ever spent to race to AGI. Among them are Musk, Zuck, Elon, Sergei and Brin, Gates, Thiel, The Ellisons, even the Waltons are going to get onboard. If you are thinking about shorting a bubble, tell me which ego is going to stop first and gracefully conceded. Until then, they have a lot to spend.
Sure, but there's a lot of incentive now to take away Nvidia's near-monopoly because there's a lot of $$$ involved. Google for the most part isn't using GPUs, they're using their own TPUs. Other players like AMD are starting to get some traction as well. This is why I like MU - no matter who's inference architecture does well, they're going to need fast VRAM and MU makes that.