Reddit Posts
People are obsessed with forwarded PE and other metrics. Well, look at MU and NKE. I’m telling you, Nike stock is cheap.
Nvidia's down but Micron out-earned Apple last qtr and is worth a 6th as much
Thinking about selling elf beauty stock to buy MU, Google and Nebius. What would you advise?
$MU at 3.6x forward earnings is not cheap. It is the top.
Thursday’s chip crash priced a 2028 permitting risk into 2026 earnings. Bull and bear case below
How anti-data centre are the Democrats really?
Is this actually an AI bubble burst, or just macro repricing?
WoW Forever. the real reason the ai market crashed today. just listen..
The market has gone from FOMO to FOGO: Fear of Getting Obliterated.
The Valuation Disconnect: Why are cash-rich Tech & Hardware stocks trading at half the valuation of Consumer Staples?
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Never thought my first 5 figure movement would be south but here we are
Safe to say I should’ve paid closer attention
It's even better today 😀 what a month! -$2.9m
Is it too early for the Big Short 2.0 movie?
Buying the dip on individual stocks or adding to index funds: what's your approach to this pullback?
earnings preview for next week, mostly watching AAPL and AMD
MU YOLO: The Memory Super Cycle Is Not Peaking — It’s Broadening. 31% Upside to $1,400
MU900call successfully yielded a 272% gain
Asimov imagined the robot economy 70 years ago. Here's the AI trade everyone might be missing.
DRAM DD: I spent $500k worth of AI tokens this month
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 …💀
Mentions
$MU is close enough to spy, can we just replace SPY with Micron?
https://preview.redd.it/kk5l36ogyv0i1.jpeg?width=1206&format=pjpg&auto=webp&s=8cc9ecda09e3b14db2a2fc0d4417b69f402064bd MU forming a Wu-Tang W
SNDK and MU calls will print 🤑
$790 MU calls for tomorrow they were super cheap so I bought some today. Do they have a chance?
MU chart lookin like it gon fly away
MU growing wings what da hell
Hey what’s ur thoughts on MU and SNDK? I like ur opinion so wondering what you think. I think both are great buys am I tripping?
Could work. Unless AMD gets cut in half, and MU/SNDK get cut in half again. And they could.
wtf sndk dumped more on MU earnings than MU
i have 20k in MU Leaps and 10k in NVDA Leaps
MU never going to 1200, SNDK never going to 2000.
To my fallen soldiers that bought SNDK at 2200, MU at 1200, LITE at 1150, NVDA at 250, CRWV at 180, NBIS at 225. The fight is over. Rest easy my friend. Rest easy.
RKLB 😍. Also can MU please fucking rise
As someone invested in MU and at a loss, I worry about the moment hyperscalers cut capex as so much of the memory trade feels based on hype. Do you think it really is likely that they cut capex? Even if they do, the memory companies would keep making lots of money, but it wouldn’t matter to the stock market as only the forward guidance matters
MU will be 800 by EOW
Is this amd news about memory real? If so how do we think it will affect MU
How tf is MU red AH? Literally every piece of AI news and earnings this quarter have been overwhelmingly positive. They’re going to guide to a forward p/e below 1 in December
NVDA and MU are the most asymmetric bets in the stock markets history
The majority of tech stocks have announced record earnings yet the stocks have dropped like a stone. MU is currently trading at a forward PE of 4. What makes you think NVDA is any different in the short term, even if they have great earnings?
bought OTM MU calls today. Hold til tomorrow or sell at loss before close?
So MU gonna dump to 600s again ugh
Oh NO!! Merrill dumped NVDA, MU, LRCX from their Top US 1 list, and you know what that means?! Squat. US-1 hasn't beaten the S&P since 2014.
I didn’t buy MU till recently so I missed the huge drop. I’m still down 10%, though. My “sell all” limit order is set for $1,400. Seems like it should go there within the next few months. Ya think?
I love you MU, now pls go up
Should have sold MU this morning at ,7:40
Ughhhhhh, berk is way up, so MU gonna keep dumping after hours
MU make 52 Billion revenue last quarter earnings
MU 680 puts still prepping to print
"These companies are buying $26 billion of Anthropic $ANT stock at its IPO price: Google $GOOGL: $10B Nvidia $NVDA: $10B AMD $AMD: $2.5B Broadcom $AVGO: $1B Micron $MU: $1B Microsoft $MSFT: $1B TSMC $TSM: $500M The private placement comes on top of the public offering and closes right after the IPO."
How is the selling pressure on MU so strong and relentless every dollar made yesterday instantly obliterated. Makes 0 sense
You think its all down hill from here for MU? Can you elaborate?
685 MU puts are gonna be spicy
Every time I miss the SNDK and MU pump, they invite me to buy again. Wtf.
Is MU gonna reverse today? It's dropping everything:/
MU with an all time dump. How is AMD up 6% and MU is down 2%? Guess what all AMD cpus and gpus need
That MU pump was weak as balls
MU calls springing back to life. Nature is healing
Must be shorting MU with me?
I got really bearish after my shoe shine guy instructed me to buy MU and NVDA. Full disclosure: I shine my own shoes.
MU and DRAM and semis down on nothing. Bulls rise up
MU back to the 600s is the most irrational thing in the world
ok guys i decided. i just shorted MU. in other words: its safe for you guys to go all in MU calls
MU 420.69 :clifford: :clifford: :clifford: :clifford: :clifford: :pointlaugh:
MU back at the price I bought in May lmao
**BanBet Error** — Could not get price for MU
we are not back, I just cam from boise, MU had a problem with their production because of the new laws
I mean apart from the numbers that on a trailing basis are like 30 not 18-19, this is clearly not popping as a valuation bubble but as a debt bubble. The question is who will pay for all this debt not how good the earnings of MU or NVDA are if we can keep this level of commitments.
You pick the one example that fits your narrative, yet one where PE is skewed by an acquisition from years ago. Plus AMDs high PE is not a fairy tale. It’s bound by solid contractual agreements for sales next year. Yet you had MU at literal single digit PE last week. Lmao. 😂
I guess we're all fundamental investors now that $MU has had a correction who needs momentum and liquidity when you have a P/E ratio
GOOG , MU and bit of NOK and INTC lol Yeah I’m red
Tbh most real cryptobros bought very early when it was just some nerd computer shit. The people you are referring to are just same gamblers who bought silver at 120$ last year. If anything, the possible future downtrend for BTC could be due to lack of volatility and outflows from gamblers who would just buy MU calls nowadays.
Koreans buying MU on 10x leverage at 1k but sees MU under 800 and says “I ain’t touching that shit”
Why does MU only follow Korea down and never up?
Yes, you can say it but what you are missing is the likelihood of that draw down in demand happening. Apple has proven to have a much more diversified product line up, with less cyclical demand, and a much broader buyer base. The companies are completely different, come on. I'm an MU holder, I think it's got another year of solid earnings on the safe side, 2 and 3 years out I can see less and less. That risk, that corner I can't see around is the entire pricing difference between APPL and MU and it's the factors I mentioned that create that corner. But if you can't see the difference between Apple and Micron then I don't know what to tell you.
Thanks Dad for the pep talk. These SNDK and MU bags are so heavy. Like I couldn't need any more copium more than ever before.
I just need MU to hit $1,200 again and I can breakeven finally. 💯🫡🤨
I shorted 50 MU 900c it’s fucking over.
MU is a fake Chinese company. The ceo sold dick pix to Kim Jung Un
America as a short is so fucking back. Short MU it is a trash company. Everyone knows we burn trash these days.
Futures are blood red tomorrow. MU heading to $5
We’re all MU bag holders there
Not for the companies that just had the biggest sell off like SNDK, MU, AMD, WDC, STX. All the AI companies.
$MU gonna get a nice rinse
wow MU p/e ratio is 30% lower than a few weeks ago you value investors are in for a treat lmao
why should I not buy the dip on companies like GOOG MU SNDK?
If you started investing before summer 26, you are most likely holding big bags by now. All of these AI bubble talk is just as stupid as the stocks-only-go-up mantra. The charts can not lie: SOXX has been on a downtrend since June. GOOG, NVDA, AVGO are down or flat for the year. SNDK and MU created generational bagholders. Only a few interpretations are valid: - AI was obscenely mispriced - Institutions are taking retailers for a ride by marking up and down prices - AI is deflating rather than bursting - All of the above - Extra: nobody knows what the fuck they're doing The result does not change: If you are a brand new traditional investor, as in a long term long positions holder, you are getting robbed blind and there's no reason to believe it will stop anytime soon. Calls? See ya at the next massive dump Short? Here's a fake peace deal Puts? Thanks for propping price up Swinging? There is no floor, there is no ceiling Hedging with gold? Now it's beta positive Nothing matters anymore. Beat earnings? Dump. Bad news? Pump. Good news? Dump. A quintillion refined oil barrels were found in a janitor closet and promptly teleported to the titty dimension via a wormhole opened with a tesla breaking the speed of light by rolling in mid air? Somehow indexes will be flat. Consider this a rant or whatever, I don't care. What I've seen this last year defies rules, logic, rationality. I know it's a feature, don't give me the "irrational" mantra, the problem is that it's just staying irrational, everyone can tell. Stocks are just in their own volatility bubble, ready to drop like stone or schizo rocket up. The same money is just sloshing back and forth like a damned soul, looking to make a quick buck from dip buyers and fomo chasers. I'm just saying let's drop this bullshit AI bubble and AI not bubble talk, let's stop pretending there's any known rhyme or reason to whatever it is that is going on, and let's ask the right question: does it really make sense to invest (not trade, not swing, not gamble) now, at this moment? The answer for me is no.
MU being at their peak is still TBD, it could be years until there is relief on the supply side and demand might keep ripping. Rollout is still ongoing at most tech companies so demand should keep rising, especially on the agentic side. Right now we may have peaked on the generative side, although I doubt that. I think we're still super early on agentic.
god damnit ill just go buy $MU calls