Reddit Posts
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
AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building
How come DUV lithography hurt SNDK the most?
China’s CXMT Surges 466% in Asia’s Largest IPO of 2026
MU bouncing off $800 or fakeout? The chart says be patient
Could AI Efficiency Become a Headwind for Micron?
21 M, just passed 200k, I have the #1 fastest growing portfolio on Wealthsimple in the last year and #4 for all time (Gold, MU, SpaceX -2X)
SK Hynix earnings dropping soon, but the real question is whether the LTAs hold up
Micron (MU): the full file — the numbers, the owners, and what the filings actually show
Micron (MU): the full file — the numbers, the owners, and what the filings actually show
Finally green on $MU after holding through the worst of it
MU earnings week and the market's still pricing in a soft landing. Feels off.
When is the appropriate time to give up on DRAM? 💀
AI is printing money for semis but won't fix the deficit. The market is pricing this wrong imo.
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 -> $10 million day 1. Bought 0.014 MU
Which on of you MU-bagholder's home is this?:
What should I do with my MU calls?
Crazy 2 minute spike in semiconductor stocks
Mentions
SNDK 2000 and MU 1500 call gang!
Why did Mohnish Pabrai sell all of his MU in 2023? I remember buying it in 2022 because he said the memory chip demand was like a "tax on data centers", and he ended up being right. https://preview.redd.it/48ivdo1lp8jh1.png?width=866&format=png&auto=webp&s=b347ef7a3fe7e455059a26587c12cc5faadb0496
This. A good check on stocks is whether they pumped an absurd amount after March (ceasefire announcement). Check the one year chart. Lot of stocks pumped, didn't correct, then dump on earnings beats because they're overpriced. Now if they declined in the meantime or have absurdly good earnings, they'll pump. See MU (crazy pump, crazy earnings beat, dumped on earnings) vs. MSFT (down all year, good earnings beat, pumps hard).
Never thought i would hit a point in my life where a 10,000$ shopping spree is just a casual event I want to thank Jensen, Jacob Dewitt, and whoever the fuck runs MU
If Korea is green today MU breaks 1k
RIOT may have started an irreversible trend. 2026 is a MU and SNDK year. 2027 could be Bitcoin miner stocks. lmao
Anyone who sends me or posts a screenshot proving they own at least 1000 shares each of MU and SNDK will be invited to my island
thought there would be another dip/bounce around \~780 for MU before going back up, was waiting to deploy some cash into it. Guess i'll keep waiting for now
I’m going to need MU to go to 1060 or I’m going to be a long term investor
$NU and $MU both 20% day tomorrow
Went on a rampant memory fueled shopping spree today Hit Gucci, Versace, True Religion, got a new watch from Citizen, and it’s all paid off by about 5 seconds of my net worth being in MU 🤌
The net credit rule is actually the answer to the question about the hedge weakening after rolls, and it is worth sitting with. A structure that pays you to put it on is short the exact tail you are trying to hedge. Your 1x2x1x1 goes net short puts below the lower long strike, so past that point the floor inverts and you are re exposed to the downside, financed by the doubled body. Every roll up for a credit is paid for by selling more of that lower tail, so protection quality degrades on precisely the severe drawdown you built it for. The other issue is skew timing. Rolling up for a credit is easy while the tape is calm and put skew is flat. The moment MU actually drops, put skew steepens and the plan to defend by rolling the shorts down and out for a credit gets much harder, because now you are chasing a moving short strike into richer downside vol, usually by adding duration or size, which is more tail again. So the honest framing is there is no free hedge on high beta names. You are funding the upper long put by selling a lower put spread, which caps how far your protection actually reaches. If capital preservation is the real goal, it is worth pricing what a plain long put or put spread costs outright and treating that premium as the true cost of the floor, rather than letting the credit hide where the exposure went.
1200$ August 2026: "MU goes brrrr" 1000$ September 2026: "Profit taking" 800$ October 2026: "Profit taking" 600$ November 2026: "Any moment now 🤡"
MU $1000 August 2026: "It's cyclical." $2500 August 2027: "It's cyclical." $4000 August 2028: "It's cyclical." $6000 August 2029:"Fuck you"
One last chance. One last runup. The next big dip is real. Now, only the narrative changed suddenly. They'll change the narrative back to memory shortage, crisis, alert again. MU back to ATH. Bull but not bear, bear but not bull.
Damn I fucked up and didn't sell my SNDK/MU shares at the bottom
Imagine now owning NBIS or MU lmao
$NU and $MU a love story
Not too late to sell and put that money in SNDK and MU instead brotha
$NU $MU $NU $MU I just love both
$NU is now besties with $MU
Mostly SPY, sometimes QQQ instead for the 1 DTE contracts. Some leveraged ETFs for longer term contracts. The occasional other one when I don’t want to sell a SPY contract (DRAM, MU, and NVDA). Anything I wouldn’t mind holding at the strike price I sell the put option for.
I don't even own MU, but can we please just pump it and bury Burry for good?
as contrary as it may sound ..memory chips are going to chop or dump tomorrow and next week. today sandisk event was a nice fake pump aka liquidity pull. the tell is $MU volume. you can thrash me now or remember me and repeat jld 10 times next week.
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $1000.00 (above) | $913.82 | $961.61 | +9.4% | Aug 20, 5:00 AM | | **Record** | 3W - 2L | 60% | - | - | - |
Yes I managed to get $2.80/contract for 35 day. Strike $40. So ya, breakeven at $42.80 i feel pretty safe. I dont see it sky rocketing because if you visit the MU sub, there are a lot of people looking to sell at $1100 range to breakeven.
1dte lottos locked and loaded NVDA 230 GOOG 352.50 MU 1015 Wish me luck
Might chill tomorrow. Shorted MU right before a big upswing and freaked out all day until it came back down and closed for a little profit. Scary day
Unload MU at 1k, or diamond hand these bags?
I am a very speculative trader. I usually trade 14-40 days to expire. I almost never take profits early. This is just my opinion listen at your own risk. But sell some OTM muu calls when MU is $950-$1050. The reason is there's a lot of people wanting to breakeven, so I expect a lot od resistance around the $1100 level.
MU and AAPL have been inverting each other somewhat of late
Went to sell my 3 of my MU8/14 puts at the buzzer for 2k gains. Apparently i bought 6 more MU 8/14 puts... putting me at even basically. I am a fucking idiot.
SNDK and MU caught my attention 👊
WTF! I am afraid to touch regular MU or BE. I only sell CSP these days on IREN, NBIS. And IONQ, APLD as covered calls. What is your account size to take this risk? 10 million? Coz feels like 40k is change for you.
for fuck's sake, don't say later that you never had a chance to buy a MU dip
MU is up 664% over the last year SNDK is up 3,150% over the last year Please tell us more about this crash 🤣
AMAT just shat itself SNDK MU holding steady
"Breaking: Michael Burry has finally admitted he's wrong in his updated positions He: • Added to Micron $MU shorts • Trimmed Caterpillar $CAT shorts • Opened Invesco QQQ $QQQ shorts • Covered Tesla $TSLA shorts • Covered Applied Materials $AMAT shorts • Closed his Semiconductor ETF $SOXX shorts He left his NVDA and PLTR shorts untouched"
In ThinkOrSwim, I just click the ask price in the options chain, it fills an order ticket, and I click "confirm and send". It's easy and fun! /sarcasm Note that earnings plays are, IMO, just for fun. My positions are relatively small compared to my other trading activities. I close all earnings plays by 9:45am ET the next morning, win or lose. Much more fun than counting cards in blackjack, just no free drinks. ## Earnings and bios. Biotech definitely gap up/down with earnings outlooks, and if you are gap mining, can be profitable, though harder to pick-- my position sizes are half what I normally do.... And today there just were almost no IT stocks, and I was bored after the morning day trade session -- SNDK and MU were a fun day - in particular the move from 11am to 11:30am was epic... everything else was a dull roar after that, LOL.
MU hold 950 even with mass profit taking in the last 2 hours. Pretty good
MU about to do MU things with 5 minutes left in the day.
Last dip you can get for MU and SNDK before the next rally for new ath Dont cry later
Fidelity said I could not buy more MU so I got SNDK instead 😤
I'd take profits and buy pre market again. Leverage draw downs hurt worse but idk... MU could moon overnight.
MU 900p coming back up to my entry lol You can make money both ways
Me too.... some days are better than others, and this was a "not better" day for sure... Only NAVN worked.... AOSL was directionally correct but IV crushed. Gross day for earnings ... fortunately, daytrading MU and SNDK this morning more than made up for the earnings missteps...
When is the meeting for the bagholders of MU at?
is it a hard ask to hold your gains MU. jfc
Next week - opex week $sndk : 1250 $MU: 870 Fake ass low volume pump will be forgotten very quickly
Goddamn the MU volatility continues. So glad I didn’t buy into that turd.
There will come a day when MU won't bleed in the last 2 hours after a pump but today is not that day.
One last PUMP to MU lets go
You should stay the course the intention all along was to liquidate longs and then convince them to bail when the recovery finally happens, I’ve ridden SNXX and MUU all the way up and down switching to sndq and muz during the downtrends but I’m exclusively long now because I expected this outcome since MU earnings when they began naked shorting the fuck out of everything
so high beta its Jover, and only blue chips like MU are good now?
sndk 2000 eow, MU 1300 EOW, SKHY 1800 EOW
Short MU has to be the play soon right?
Lmao , you are a whale 🐋, penny guys buy this much pennies is the real reason SNDK MU tearing apart 😂
If MU isnt 20% up can we even consider this a green day?
MU puts not because I don't believe in the stock but I know how Memory works and profit takers always sink this ship
Im probably fucked, but I bought MU puts because fuck everyone even myself.
MU calls free money glitch
If you didn't buy SNDK at 1k or MU below 800 when all these major companies have said shortages on memory until 2027... idk what other signs will make you buy it. I bet the lots of you fomod in now
Smart move. MU and SNDK move in sync and whatever direction they move in, it's a significant one
The entire market is manipulated by MU. Total dogshit.
Will MU and sndsk keep rising tomorrow or nah
Lol MU might actually hit 1k today
What did you sell? I had MU 1000 around \~$1.80-$4, $9, have 1 runner left. Have a 900p trimmed and cheap.
SNDK and MU have been bull flagging for weeks.
You realize sndk had the good news not MU
MU only up 6% while SNDK is up 15%, pathetic
MU @ $705 was so frickin cheap
Let's go SNDK and MU I love you both so much 🚀😍🚀
MU maybe. Cut on losses fast in case.
Those MU calls got absolutley eviscerated
I decided to pick between SNDK, MU and GOOG and I ended up choosing GOOG :/
Im still buying MU and CRSR. CRSR has 25% shorts of float. Thats crazy in this turnaround
Hedge your calls. MU 900p is CHEAP
Shouldn’t have sold my MU 980’s yesterday
I messed up big time this week, but If MU goes even a bit over $1000 by EOW, I may be fine.
Its necessary because MU will never hit 1000 again hahahahaha
MU isn't down as much from highs as SNDK
I wish MU would pump just as much as sndk
That MU rug pull was absolutely childish and unnecessary