Reddit Posts
Memory is the greatest opportunity in years
Who’s getting absolutely dog shitted on today? 🙋♂️
Theory on real reason AI and Space are crashing
Sob im in MU 30% discount. 20 pe, 30bill in cash
Uhhh guys? Which one of you caused this? Ok who was it guys? Buying the dip rn.
MU finally stopped the bleeding. Been a rough ride but recovered the losses
$12.74 -> $10 million day 1. Bought 0.014 MU
Which on of you MU-bagholder's home is this?:
What should I do with my MU calls?
Crazy 2 minute spike in semiconductor stocks
Reddit's 2026 Stock Picks: What actually performed?
You're not a True Regard until the casino itself is concerned for you
IBM's crash is a bullish signal - for the semiconductor industry
19.1K > 65.8K > 11K on semiconductors
How Far Will the Chip Stock Fall Go?
AI enhanced MU analysis and DD after todays drop.
Reason for Δ between SKHY (+26%) vs MU (5%)?
The algos are loading the boat on crypto derivatives while everyone else is crying about their worthless MU calls. IBIT July 31 $39.50s. 🚀
Yahoo Finance definitely knows something
$MU keeps showing up on my radar, anyone else watching this closely?
2nd Large Tech Selloff we had this past few weeks. What are you buying?
TECHs are Down, which dip are you buying?
We need Spcx to rally to 200 and MU to 1100
MU call $1100, bought at round 1000, exp sept 18
SKHynix --- If it pulls back and touches the EMA250, that would mean a 60% retracement from the high
Micron's entire bull narrative for the past year was only US listed AI memory stock now SK Hynix just listed on Friday
SK Hynix opened 14% above IPO price Friday, Micron is up 200% this year,seems like memory trade still has legs.
I’m still holding storage names, and Monday might get interesting with SKHY
The next memory trade is still the memory trade (receipts from one year ago included)
SKHYV brought attention back to storage, but SNDK is what I’m really watching
SUNB - MU CHADS WHO ARE NOW DROWNING IN TENDIES: STOP YOLOING MEMES AND LISTEN UP. SUNBELT RENTALS JUST IPO'D AND IS PRIMED TO FUCKING PRINT
Are semiconductor shares still a good investment, or too much growth is already priced in?
Semiconductors semi-conducted me into wealth. 💾⚡”
A warning on how a stock hobby can progress
Anyone watching the $MU open tomorrow with the SK Hynix listing?
Hands down, MSFT is the worst fucking investment I have ever owned
Made 12k in one hour trading MU calls and puts
MU stock: bag holders are being created in real time
I don’t really care if MU turns green for five minutes anymore
the only actual edge I have to find early stocks
BofA revised hyperscaler capex to $2T+ through 2028 and chip stocks are about to get their real test
AVGO is the only stock I've seen on Robinhood with a 5 ⭐ rating & a fair value 2x its current price
Put most of my (20) life’s savings into Aerospace Defence (XAD, LMT,RTX), and now MU since recent blatant corruption
YOLO on aerospace defence and MU since the trump announcement and dip. I’ve put away 25k in savings at 20 and idk if I’m r worded or not
Memory selloff today: MU -5%, SanDisk -12% — overreaction or start of a downturn?
besides myself, is anyone else concerned that micron is now considered a value play?
SK hynix hits the Nasdaq July 10 and everyone's treating it like just another memory stock?
MU puts bought in large size 7/2/26. SMH puts 7/6. Will Apple receive approval to buy chinese memory chips? If yes that would explain
Well... the memory stocks are making last week's debate a little more interesting
Well... the memory stocks are making last week's debate a little more interesting
I have currently sold all my stocks and have $1.2 million in cash on hand. I would like to purchase a new batch of stocks to hold for the lo
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
Tech stocks to the moon or down the hell?
Leverage in South Korean chip stocks is out of control
shorting $MU: The AI bubble is a fruit
I’m more confused by yesterday’s sell-off than the earnings
Why "Mixture of Experts" architecture is the ultimate bull case for memory demand
If your portfolio is red today, don't assume something broke.
thanks for showing SLS, and how to use Reddit to find the next take-off
Hey Reddit outside of MU and the storage names, what's your highest conviction pick for the year ahead?
MU's Q3 wasn't just "good earnings." The HBM numbers change the thesis entirely.
We should go for Del Monte (FDP). F the memory shortage. Real problem is honeydew shortage.
Mentions
Let me guess you're holding internet stocks RKLB, NBIS, ASTS, MU, SNDK and NOK everyone is holding the same thing....
Go work at Wendy's to cover your MU losses.
MU 1100 next week (very drunk dont take it as a financial advice)
Top recommended thread to me by Reddit just now was from the MU stock sub declaring "we are so back." Oh, are you now?
It’s not so simple. The memory makers are gonna pull in almost a trillion this year. That is a trillion dollars the hyperscalers are gonna have to fork over without getting much more capacity. Even if AI capex is profitable, it almost certainly isn’t profitable at 10x prices. The hyperscalers might realize it makes no sense to buy now at elevated prices and to scale back capex until demand cools. And then all of a sudden MU margins are back to 10% and the p/e is 40.
Do you know how much MU has risen YTD?
GUYS IF YOU BOUGHT MU AT 1.1K JUST REMEMBER THERE ARE SOME PEOPLE WHO BOUGHT GAMESTONK AT 400 you might be regarded but at least you’re not THAT regarded my ass is rotten
MU will have to hit 1600 before I buy back in... LMFAO
Imagine how many MU baggies are stuck above $1000
And I'll MU at $93, LMAO Doubt that's happening for either of us
MU and SNDK bagholders ☠️ won't see ATHs again
Let me guess you're holding internet stocks RKLB, ASTS, MU, SNDK, NBIS and NOK
**BanBet Lost** — /u/SupportMedium9487 (0W - 3L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $980.68 → $1274.88 | +30.0% | 1w | Lost |
**BanBet Lost** — /u/WorkingAd7387 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $980.68 → $1078.75 | +10.0% | 1w | Lost |
I thought MU stands for Massive Upside turns out it’s Margin Unlimited
Market is tanking but at least we don't have to see those garbage MU AI images anymore
Did anyone play MU options this week and monitored their heart rate with a smart watch? Just looking at the chain was stressful.
Could you even make money from it if MU moves up a bit? 2100 break even seems ridiculously high
No damn way market would let SNDK go into earnings at this price. Try 2500 or so. And with that no damn way MU stays this depressed. Semis gonna fly pretty soon and it will all be the same circus we had starting March 30 to mid-May
Once the leveraged liquidity washes through the system, vol should be a lot less crazy. And in the meantime, we're going to see some juicy new entry points for MU, SNDK, WDC and other picks/shovels
But what’s wild to be is that $TSM didn’t even run up into its earnings like $AVGO. $TSM had been dumping for at least a month. $MU has been dumping post earnings too but it that was after a massive after hours and next day price jump based on those earnings. $TSM didn’t have a run up before or even a pop in the immediate after.
She also bought MU between 900 and 1000. ARK is down 35% in 5 years yes she is one of us
Doubled down, bought 1 more share of MU
0.4 shares of MU -> 0.78 shares of MU
Imagine if I believed the hype and bought MU when it was over 1000.
lol. Sold my MU just under the high. Score.
You bought a MU $2000 call after they peaked from earning? I don't even know what to say man.
MU bulls starting popping champagne as soon as they saw green, talkin' about "we closing above $1000 tonight" https://preview.redd.it/f9aohht4wudh1.jpeg?width=1079&format=pjpg&auto=webp&s=2d3d389ae01ce96c234b7c7bd0e16a612b5ce5ed
Eh, bought one towards the top, averaged in on another in the low 900s. In the off chance MU can push back to the 1200s in a month, I’ll be back in the green on those and can rotate out of them and into shares. The goal wasn’t 2000, I was just looking for juiced premium off a pump. Bad timing.
In hindsight, I should of probably took profit on my MU calls with that 10 percent intraday flip 😞
Timed the near top of MU, actually managed to get out with a small profit rather than being down 8k like this morning
Full ported MU today I’m boutta be so rich lmao
MU puts printed generational wealth this week
MU with 4 consecutive green weeks. Hasn't happened since Jan of 2024. Normal behavior here, nothing to see.
Yeah imma delete my brokerage and come back in a month, MU better be in the green
Bro really compared the #1 company on the planet to MU 😂
MU hits 700 or 1,000 first?
Everyone said that about buying MU this week
I can’t believe MU and SNDK still ended the day red after that crazy pump
Hmm last Friday when I said bad thing about MU I got downvoted, this week I got upvoted. Interesting.
MU has been allergic to green for 10 days
I’m way more excited about sky Hynix than MU, but maybe because I already made a little money on MU.
buy the dip at ndx 28k, avoid memory except MU. get the fuk out if AAPL closes mkt cap > NVDA. thank you for your attention to this matter!
Fuck it I'm doubling down on MU monday
All of the “it’s cyclical” bears keep ignoring that MU’s management (and probably other companies) have changed to long term contracts that have customers locked in. There will always be cyclicality in every industry but this is way more stable than in past. And demand is as good as one could ever dream of. And the “valuations don’t matter” bears are nuts too. In the short term casino, sure. But in the medium to long term, the stock market consistently follows earnings.
Just checked MU and holy fuck, I timed the top almost perfectly
Once again, the last 5 minutes candle on MU makes it look like we’re in for rough Monday.
Yes and no. Meta has a ai data center up running mostly in idle mode with huge capacity servers sitting there. Companies just learned AI did not really make the job easier. Human analyze data collected still have make decisions. That means they need put more human on payroll not to take out. If so Capex for future to spend in 2027 and later then needs to be adjusted. Is it well said that $20/ month AI subscription, Meta can immediately find 100M subscribers x 12 month x $20/ month= $24B cost of a data center invested in its first year? There are 330M US internet users. I don't think so. There needs to be a return from paid subscription that is essential to pay for this kind of massive spending. AI race with China comes later. If it takes just 1-2 year to cover the cost of 1-gw ai power center of say $25B is one thing. If it take many years to payback knowing the equipment do not have much life then there is not such an urgency to get these servers lined up now. I think power the data center adding grid get approval will take much longer. It may be they have to build more power plants that will take \~10 years to fulfill the old schedule first. How many stand alone module power plants are running today? Ha. If there is really a crunch, must bring more data centers online now. I do not see why another oversea solid state memory source will not enter US market. Making memory chips are relatively easier than modern stackable ics. Taiwan, Japan all have other companies currently busy making ics. The NAND flash storage modules themselves rely on much older, mature, and cost-effective node sizes, typically around 20-28 nm. Yields below 300 layers are fairly high. At 200 layers it is like 80-90% not 50%. It is those state of the art 3-7 nm used in the processors/GPU/accelerators that is harder to fabricate. Companies over bought parts can easily trade or sell from open market. History seems to repeat itself. I recall there was a severe crunch on Intel Pentium shortage. Buy Buy Buy Intc stock. A surprise September 2000 announcement similar to that from IBM recently. Intel admitted that its third-quarter sales would fall short of expectations, it erased almost \~$90B in market value almost overnight. OS Window 2000 was not ready people put off PC update by then we had a recession. Its stock tanked for almost 24 years. I am not advocating buying or selling MU. That is a decision reserved for investors.
MU and SNDK will be up 10% a day each day next week right guys ?? Right !!
If MAG7 announce they will spend on Capex, we are fucked but MU and friends will get a temporary bump. IfMAG7 announce, they are going to ease up on spending, MAG7 will lose the AI race and we are fucked. MU and friends will go to the core of the earth. When OpenAI and Anthropic IPO, MAG7 will get fucked to move the cash to buy these fuckers. Are things fucked in general?
Well I can do my best to explain at the very least then. I apologize. I was up big in the morning from overnight puts, called my broker and told him to get me out at open. Tidy profit. I then watched this sub go crazy on calls so after MU went +5 I loaded up on super cheap puts at 860 then told my broker to get me out at market close not to hold over the weekend. It pays to not be doing this all on your own. Also not to get super greedy. Like I honestly think it’s highly likely MU nosedives over the weekend, but I’m not willing to risk the profit I made today.
Is MU going to skip the shoulder so they can trigger some stops smdh
The fact that none of this shit held today and it call came back down feels pretty bad for next week💔 for sure thought MU would bounce harder off of 820, apple the only thing stopped us from eating total shit now
Need a red open on MU Monday to Wipeout the last of dumb money
Just saw a sneak peek at Mag7 earnings, they raised capex to $100 trillion for 2027. All mag7 to $0 market cap MU trading at $10,000 a share and all of our brains are powered by American memory chips. Not the Chinese ones.
Lmao so the SNDK and MU V's from a few hours ago were a trap
Just saw a sneak peek at Mag7 earnings, they raised capex to $100 trillion for 2027. All mag7 to $0 market cap MU trading at $10,000 a share and all of our brains are powered by American memory chips. Not the Chinese ones.
A guy could've easily made literal generational wealth trading MU today if you timed it just right
MU - decent buy SNDK - enjoy the fall
Fucking RUG on Sandisk and MU there lmao.
Goog earnings should send MU back to the moon
More AI use in Robotic surgery, good for $ISRG $UNH $ISRG too many baby boomers spending big at old days, no one going China for health safety and treatment. $ISRG earnings not bad. $MU $SNDK $STX recover with $SOXX
So anyone else f around today and make it bigly? Timed morning market MU selloff and unloaded. Loaded back up my puts at the top, got out a little early at 855 but made a tidy 100k. Bears just make money faster. Not my fault.
MU really went -ve. u/miss_L_fire did your puts print? [https://www.reddit.com/r/wallstreetbets/comments/1uyvcri/comment/oy4jnei](https://www.reddit.com/r/wallstreetbets/comments/1uyvcri/comment/oy4jnei)
Gotta make sure MU ends red huh? That or no one is confident on holding over the weekend lol.
MU pump and dump go crazy
Lol the action today on MU was sad
MU with another red day. Legendary
MU 10% swings red to green to red. This market is literal aids
is MU gonna close green lol
Sell NOW at a loss MU
MU worked all the way back to $900 just to give it all back in the same trading session, these markets are putrid. Never been more bearish on this country as a whole
LMAO MU at close is always fun to watch
MU MU fading... Bye, bye Bolz 🐮
Not really, MU just flew two weeks after earnings! Netflix was expected!
Got out when my 860 MU p printed. I’ve seen this show before.
My MU 860 just printed. It was dirt cheap at the top today. Thanks for the easy 100k 🤣
The other day I gave $$$ to homeless. Starting tomorrow I might just join him actually thanks MU
See they already fucked the MU calls, so now they won’t let the 860p print either. You guys realize the manip right? Like you aren’t going to win against big firms. You will always lose.
bags bags bags... MU is dropping hard. now imagine people that are heavily leveraged on SK Hynix. this is insanity
Gunna end up in povertyfinance if MU don’t go to $1100 next week
Just wondering, if you haven't panic sold MU yet...why? You got shit for brains or what
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **MU** ▼ | $400.00 (below) | $937.52 | $865.76 | -57.3% | Aug 7, 2:10 AM |
The NVDA partnership with NOK is a bigger deal than investors think. NOK will be the break out story next week! Way oversold and consolidated nicely. Naysayers working overtime to contain $NOK this time with all the AWS/AMZN, GOOG, MSFT and especially NVDA developments $NOK is positioned for an upside breakout. Not gonna be surprised at a run past 15 going into earnings. Insiders bought large blocks at 15+ recently! I like $MU $NVDA $MSFT $INFQ $MS and of course $NOK TODAY!!!!!!!
🖕 MU haters 🖕 We ending green and you’ve seen the bottom.
Monday, rotation out of semis into bag 7. Safest play is MU 500p 7/24
Good thing I roll out my call after 75% loss. Still suck though FU MU I need 400% to breakeven
Dumping MU is cool again - get out while you still can.
Why is it so hard for MU’s pump to stay
MU landslide what the fuck
Every big pump on MU is being followed with even bigger dump, even if you close in green you know that next day it will dump 2x
Top analysts: MU price target $1500-$2000 range, but could also go sideways from here, drift down or even go to 0.
For the first time I bought an option on MU so it stopped moving, sorry guys