Reddit Posts
Semis Are Green Again, But I’m Watching What Happens After Nvidia Earnings
Intel is the only red on the entire chip watchlist today lmao
Why did Micron (MU) crash ~7% — right after a 5% pop?
MU Micron just took a nosedive today lmao
SK hynix & memory stocks are likely to have a rough next 5 days (KOSPI 5 day leveraged trading delay for new investors)
MU Stock Slides As Netlist Patent Fight Escalates
Blame Cramer for this. He had to mention MU today and look what’s happening
Big boys have loaded up on MU, now media has gone 180 on the MU AI story
MU long term options, sold last earnings, finally starting to pay me premium
Uhm… who of you said MU was going back to $100 again?
Michael Burry Loads Up On QQQ Puts, Boosts MU Short As He Braces For ‘Larger Fall’ — Here’s What He Did To NVDA, PLTR And TSLA
Blew up my account on Friday trading MU, SNDK Options
Made $375k CAD day trading using margin in 60 days
BWB and naked put for 1x2x1x1 Net-Credit Accumulation Hedge
If You Could Only Buy One Stock Right Now, Which Would You Choose?
ONDS Short Squeeze Potential with Earnings Catalyst
Micron $MU reportedly can’t even meet half of the data center memory demand
Closed 17 MU $500 CSPs at 43% max profit ($61K realized) in 16% of the time, thanks to IV crush
Pelosi Pack + MU long calls in the Roth
Went to Wendy’s and saw my fellow WSB regards
Riddle me this: What should Micron’s lower price be?
MU IV crush this week did more work than the stock ripping to $1255 ever did
When market makes no sense trade like a degen
FOMO turned to JOMO turned to FOMO and now it is ABMO?
Duality of Man (up 48% for the week, down 48% for the month)
Michael Burry bets against rally: ‘We are near a major top, and possible a 1987-type fall’
Someone tell burry his shorts are kaput
Today i went to seoul and made a wish
Forward P/E is a bad metric to use when valuing cyclical stocks.
Forward P/E is a bad metric to use when valuing cyclical stocks.
Berkshire Hathaway Should use all their cash to buy Micron
Berkshire Hathaway Should use all their cash to buy Micron
Why is MU raising off market today almost +5%? Is it because of TRUMP TACO or whats the reason? Seem like no other explanation
Do you think recent AI selloff was mainly due to Citadel's hunt for Leopold's fund
Do you think recent AI selloff was mainly due to Citadel's hunt for Situational Awareness fund
How today's highly valued AI stocks can turn into the next IBM like turn around
Today's Top Movers Breakdown (July 31, 2026): FMC's debt reduction plan, MU riding cloud CapEx, CHRW pullback, and ALNY's bitter milestone.
Memory prices are quietly destroying demand for non-AI devices, June China smartphone shipments -17% YoY
This is the bounce that no one believes… which might be an indicator that the pump will sustain
Was SaaS Up Just Due to Shorts Unwinding?
I want you to put the word out, that we back up (SNDK/MU)
I fucking did it again, Im not learning!!!
Leopold Aschenbrenner's & Situational Awareness died for this Pay F for respects 🙏 🫡 🙌 😔
Shorting SNDK to fund the MU long, anyone else playing this pairs trade in semis?
MU bounced to $975 and now I'm watching for the drop. Bear case feels very much alive
Will MSFT and Samsung finally be a catalyst for SNDK and MU recovery? I think they just might.. what's your take?
SNDK or other memory stocks? Should I favor smallest P/E?
SNDK or other memory stocks? Should I favor lowest P/E?
Chasing the memory stock rally ruined my portfolio. Now I don’t know if my new portfolio will save me or make things worse
will SNDK and MU come green today after SKHY results? Probably not despite great earnings. Analysis
Anyone Notice the Inverse action of software & memory stocks?
Caught a $7k day on $MU during the downturn, bear markets aren't all doom
Is the memory trade dead? I'm buying SNDK and DRAM etf
Mentions
Rich people and gamblers...they may have zero liquidity bug if they do go in the money by a lot they can exercise them and simply sell the shares but us regular folk can't afford to buy 100,000 shares of fuckin MU even when it was at $100 lol
truth is, if you don't own MU or SNDK, you are a coward, plain and simple.
Heres MU. Will do SK if youre also interested Company as at last annual reporting: Revenue: $37,378.00 EBITDA: $18,122.00 EBIT: $9,770.00 FCFF: $1,668.00 WACC: 12.58% Company in 3 years (peak): Revenue: $256,069.20 EBITDA: $222,268.07 EBIT: $201,521.07 FCFF: $121,092.85 WACC: 12.17% Company in 10 years: Revenue: $354,920.15 EBITDA: $177,460.08 EBIT: $106,047.08 FCFF: $85,933.66 WACC: 10.55%
if people could understand this they wouldnt be freaking out when Sandisk/MU beat estimates by 0.1% and still go down
Hynix MU SNDK, etc. will all eventually come down. Not as much as they used to with regular cycles. As they ramp up production, prices of memory will come down. You can bet the Chinese are going to flood the market as well with memory. When it will come, who knows? Supposedly supplies are all sold for the next three years. Even if they start meeting demand. These chips don’t last forever and data centers will still need to refresh their hardware.
$MU should go up as they are supplying the memory. The cost of memory has gone up big making memory a very high profit margin business.
{MU|SNDK}tards disappeared. Google announcing soon that memory problem can be solved with optimizing software
Dude, there's no way to 100% know either way. A Bloomberg report from an analyst doing high-level research does not 100% for, or against. Calling it illegal and funds don't do this shit is just incorrect. My evidence is the follows: \- [https://www.wsj.com/finance/investing/situational-awareness-down-67-in-july-in-ai-stock-rout-cd19901f](https://www.wsj.com/finance/investing/situational-awareness-down-67-in-july-in-ai-stock-rout-cd19901f) report where Leopold mentions the losses were exacerbated by short sellers, and no retail does not have the muscle (when not focused) to put pressure on Leopold's positions. \- Here is an academic paper on how funds target other distressed or overleveraged funds: [https://academic.oup.com/rfs/article-abstract/38/12/3626/8277028?redirectedFrom=fulltext](https://academic.oup.com/rfs/article-abstract/38/12/3626/8277028?redirectedFrom=fulltext) To also add onto this when predatory trading occurs it is hidden, no fund wants to be revealed as participating in this for several reasons. No one will truly know based on short interest if positions are targetted which is what the Bloomberg article was based off of. You can also just google if looking at short interest is enough to tell us if an overleveraged funds positions are being targeted in a predatory way. \- Send me a private message, I will link you directly to multiple youtube discussions and interviews around Situational Awareness with hedge fund managers and how they were likely targetted as they were un-winding their positions. Again I can't link it in a message here or it will be removed. \- Regular old price action on his top positions, we can literally see that his top positions gapped down significantly more than a lot of their counterparts, for example SNDK gapped down significantly more than MU. Same for his other positions. \- The day after the sell off Leopold's top positions in particular gapped up over 30%, while the broader AI tech stocks gapped up but significantly less (\~5-15%). Find me other AI stocks that gapped up over 30% that day? It's not like these are small cap companies either these are large cap companies. There is no more evidence I can really provide outside of this that will 100% support my argument or yours.
I know this guy, he has been bearish about MU since like 500 dollars, an absolute regard. Also everyone with a Basic Knowledge of math knows the growth deceleration must happen at some point, the important thing is that prices are still rising just at a lower pace which is logical. Pretty sure this guy has bleeding shorts and is now madY
> 15% margin expansion locked in Bro, did you read the article? They have to increase prices to pay for memory. You think MU, SK, and Samsung make an extra $100B a quarter compared to last year just from picking dollar bills off the ground?
Yet the stock prices of NVDA, MU, SNDK, etc hardly seem to suggest that the market believes these CapEx spikes are "temporary"
It's misinformation because it's false. There was no short-piling on MU, SNDK, or NBIS. It's a myth. [https://www.hedgeweek.com/situational-awareness-losses-driven-by-crowded-ai-trades-not-short-seller-attack-says-s3/](https://www.hedgeweek.com/situational-awareness-losses-driven-by-crowded-ai-trades-not-short-seller-attack-says-s3/)
I understand what you're saying perfectly, you're just wrong. \>All momentum stocks were falling, but Leopold's top positions were falling at an accelerated rate due to the shorting. There is no evidence for this. In fact, the evidence says the opposite. [https://www.hedgeweek.com/situational-awareness-losses-driven-by-crowded-ai-trades-not-short-seller-attack-says-s3/](https://www.hedgeweek.com/situational-awareness-losses-driven-by-crowded-ai-trades-not-short-seller-attack-says-s3/) This sub believes a myth. \>That is why, if you look back to the day of the sell-off, you will notice his top 3 positions bounced back over 30% (SNDK, BE, NBIS), where as the broader AI sector companies only bounced back around 5 - 15%. Comparing memory recovering with the "broader AI index" doesn't make any sense. At the very least you should be comparing it with the rest of momentum. You claim a 3 week 30% increase is evidence for something, but MU's biggest rallies by market cap happened in late June and mid-July. In late June it went up $140/share in two days, a month before Leo got liquidated.
This looks more like a memory scarcity story than an NVDA story. If AI servers are going up 15%+ because memory costs are surging, MU, SK Hynix and Samsung may have the clearest leverage. NVDA can pass the cost through. For CRWV/NBIS, the real test is simple. Can GPU rental pricing rise faster than hardware and depreciation costs? If yes, margins hold. If not, the AI buildout gets more expensive even while demand stays strong. Memory may be becoming the next real bottleneck in the stack.
Hyperscalers were told in advance i am sure. This bodes well for the “ guidance” part of the earnings release on 26th. Nvda will go up for a chsnge after earnings as their fwd PE dips under 20… also good for MU imo so i think Monday we’ll see a nice green day in both
I have MU, SNDK does not meet my metrics. Hindsight is 20/20, anyone could do just about anything if they knew then what they know now.
Put in on MU or SNDK or any of the semi equipment maker and you would’ve vastly outperformed the market, instead of just some junior gold miners
Totally, you should just hold 3x MU ETFs! Aren’t US and Can oil producer stocks up 40% YTD? Just own an integrated oil producer like Suncor, the price shock is in the products right now.
AEHR, MRVL, MU, NVDA. SNDK just a maybe for swing trading
Nvidia raising prices by 15% due to rising memory cost and have already notified customers. Let’s go MU SNDK DRAM
Thx I’ve never heard it called that but like it! Getting better now at the same after selling MU in 600s after buying in 250s - gotta leave a runner. Covered calls have proven dangerous for me as well - there’s a reason for the seemingly juicy premiums - you find out the hard way when things go parabolic.
MU dumping weekend market We fucked or wat
**BanBet Lost** — /u/1098duc_w_the_termi (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▼ | $958.19 → $850.00 | -11.3% | 2d | Lost |
For all $INTC holders purplexed by the selloff this past week along with the constant walls hit last week at $106, $105, and $103. That was @Citadel dumping Intel shares it had acquired through situational awareness. The Intel offering was the perfect cover to unload the share. Everytime the stock tried moving up, they dumped shares into the upward momentum. They continued to sell even as treasuries jumped, this caused a 12% drop to Intel shareholders . He was responsible for the consistent selloff with $AVGO stock this week and last week. Today news breaks that he dumped 80% of situational awarenesses AI and semi holdings. We know that $MU $INTC $AVGO were all part the holdings. Citadel probally wasn't anticipating the ride in treasuries and had planned this out 2 weeks ago already. So the trades were set no matter what was gonna happen. If the market went up then he'd made even more, if it went down , he's still in the green since he bought the holdings for pennies on the dollar
Bought MU puts at close. Regard?
Ah he sold Wienermeiers portfolio. Good. Selling pressure of MU was a tad too high for my taste last week.
Thoughts on MU and SKHY?
Here is a fun one; NVDA and MU fair val and what in the future, and how do you feel about the shenanigans around GME and their current valuation?
Hey man. i know it stinks but it happens.. i just saw a stock double in like the past month or 2 since i sold.. held it for a bit and got bored of it sitting around / dropping here and there.. it happens man.. people had MU at like 100
**BanBet Lost** — /u/FOMO_Gains (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $971.43 → $1000.00 | +2.9% | 1d | Lost |
Please buy SNDK and MU my fellow regards
Yeah that's what I mean. Significant movement was the wrong framing - more so that it's "fake." Also, I think semis/memory in general are just a weird sector when it comes to this kind of movement (MU, SNDK, DRAM, etc.) all move in a similar fashion. We don't see this kind of pre/after market movement with Mag 7, for example.
Tell that to MU. Really getting tired of the way that stock has been moving lately: premarket sees some pretty big moves, open bell rings, stock has a move (sometimes pretty big too), then heads down only to level off somewhere between the hi and the lo of the opening hourly candle. Yeah there's exceptions but the point is the premarket move can be pretty big. We've had some doozy gaps print at the open. Also, just to add to what you're saying- the low volume can drive those big moves since it doesn't take much to overwhelm the buy or sell side. Just generally I agree premarket is pretty much fake in large part due to the volume.
Yeah, no argument there - just different vehicles for different timeframes. I also prefer shares for swing trades, and sell theta. Options let me scalp profit on short time frames (combined with a hedge), because I don't want to hold tens or hundreds of shares to make a hundreds dollars (on MU for example, need to buy $5k in shares and get a +$20 move; if it goes in the wrong direction you can quickly be a bagjolder)
At first I was blaming it on Korea for keeping MU’s price down when during US hours we’d get close to 1,000. But now that I’m in Asia… why the fuck does the US keep dropping the price. We’re so close to 1,000. Just let it happen.
this crypto run finna dwarf the MU and SNDK run. not too late to hop on the bandwagon...
MU is a boomer stock at this point.
im like really high and i am coming to the realization that MU is all you need
Buying/holding is retarded at this stage for MU/SNDK. The smallest macro event or bad news from a hyperscaler overnight will turn you into a decades long bagholder.
This crypto run is gonna match what MU and SNDK went through earlier this year
Seems the only way to make money in MU/SNDK is trade in AH and premarket lmfao
MU is cyclical stock it's earnings and PE depends on shortage and memory premium. You can't compare cyclical and normal companies. I'm not saying high PE is bad it's just you pay premium price for it's return. I don't find any significant problem or change in business of APP for sudden drop in PE.
On MU? Prob Monday kidding aside. Held 940-960 all week, OPEX over. Seems ready for a climb.
photonics to memory rotation monday. MU shrek candle
I have a feeling Cramer is right this time. MU $2,000 PT within a year.
Here is my single greatest piece of advice. You buy shit that is a good value and has a future. You look for bargains. You must IGNORE all the hyped up shit because by the time you heard about it, its too late. As an example over a year ago I bought $REGN. I didnt make money over night. In fact at times I was down but today im up like 40%. I bought $MU last June because it was a good value. I sold it recently and made like 6x on my initial investment.
MU. One of the only other semis stock showing relative strength
sweet u talk about PE. Well what about the PE of MU? That's at like 7 or 8? Why even bother with APP. Google reasons why a high PE don't matter
**BanBet Lost** — /u/MarcoPolooooo (2W - 3L, 40%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $962.31 → $976.75 | +1.5% | 4h | Lost |
MU shoots up and SPY dives. Crazy.
MU dump at open, pump AH im tired
Wow MU doing unholy work to my anoos
MU’s daily chart looks identical to their weekly and monthly chart lol
Made a quick buck on MU this morning before it went flat. MU is a real face melter when it's hot, holy fuck
MU 5x leverage for over the wknd?
MU down but my CSPs are green. Theta is a bitch
Look at the ZROZ chart Bruvs. It can give MU a run for
MU is going to go +8% at 3:46 as soon as all of ny shit expires
**BanBet Lost** — /u/yousliss1 (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $929.50 → $1000.00 | +7.6% | 3d | Lost |
propably SNDK but MU as well
Can i join you? Would i be full porting MU calls?
Me staring as my worthless MU calls and puts as it once again decides to not move one single god damn dollar for the past 4 hours 🤡
Just in: Cramer calls MU a NATIONAL TREASURE
Citadel must be liquidating Leopolds MU today
Need MU to 950 please and thank you
What is happening MU !?!?
I gave up. Buying MUU shares now. No matter how I look, MU still has 99% of chance to reach $2,000 in next one year.
+2k on 0dte MU iron condors God i love this thetafuckery
Post Citadel's Leopold unwind, MU like a coiled spring. You watch.
I think this is the lowest volume I’ve ever seen on MU lol
MU to $1000 If the universe loves me
**BanBet Created** ▲ | **Record:** 2W - 2L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MU** | $976.75 (above) | $962.31 | +1.5% | 3h 60m |
damn i caught that monster MU short, +1800 thank you very much
Ladies and Gentlemen, In the blue corner tonight we have MU the hunter of shorts, the meme of meme stocks, defier of even the most ridiculous odds. And in the red corner the one, the one, the only SNDK, no one has more 10% back to back days under their belt, they call him the widowmaker and money printer all in one. Let's get ready to RUMBLEEEEEE :screech: :rich:
Do we think MU can hit 1000 EOD? Feel like making a lotto play
if we close MU green today are we ready for the rockets thats gonna be send towards us next week🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
are my MU calls cooked?
where is that homo who was spamming MU to 1000 today? I would like to file a law suit
Come on $NVDA and $MU. NQ is jacking and you're both being relatively weak pieces of shit.
Theta Gang got MU and SNDK pegged to the wall so puts and calls both lose lol
I'm full port in 0DTE MU calls. Help
SKHY and MU is supposed to be killing it right now but acting like shit now
Just drop MU and get it over with
Thank you! Gonna buy MU 1000 c 0dte right now
if youre a retail trader and you think MMs are intending to pay out on MU 1000 calls and SNDK 1600 calls today, stick to S&P 500