Reddit Posts
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
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
Mentions
Congratulations you dumb fuck! Your first paragraph just described how something can be irrational! And then your second paragraph shows that you don't even realise it! What you basically described in your first paragraph is a metric that value investors use. And yes, they use that term irrational when it is outside of the range, and yet somehow don't think that is what the term means because you are a dumbass. You are right on only one thing, but that is only just the word itself: >Not based on clear thought or logic but that is the word without context in a financial market sense. The logic comes from using a baseline formula and pegging to a norm, that's where "rational" comes from. If something is way outside the typical range for pe, it becomes irrational. So yes, irrational DOES mean a very unusual for a p/e, you dumb fuck. 299x is way outside a normal 30-60x forward pe Irrational investors and markets can exhibit irrational exuberance and pump a stock up, which is why a stock can see multiples higher or lower of a p/e, which is sometimes FINE but having that elevated is the DEFINITION of an irrational market. Yes, investors can believe that a company will exhibit strong growth and pump it to multiple p/e that far exceeds the normal. Logic can also say that companies in their growth phase can see double the p/e! But guess what? Being way outside of the norm is when the market is described as being irrational! Has Amazon ever seen 300x p/e ever since? I am not sure why you don't fucking understand that this other than that you are retarded. Most of the time when a stock has exhibited very abnormal p/e, it eventually comes back into the normal range, and doesn't usually stay there for long, i.e stops behaving irrationally. See the dot com bubble, or right before the 08 recession, or any company that holds extremely high or low multiples. It usually corrects itself later. Also, you are fucking dumb (if I have not iterated this enough) most of my holdings have been in SNDK, MU, and NBIS.
My long-term portfolio has a bunch of big winners that are up huge from from I bought them 2-3 years ago. Names like NVDA, HOOD, MU, ARM, CRWD... just to name a few. I bought strong companies that produce great products, and that I had strong conviction in that they'll have huge success in the long term. You people act like buying individual stocks is the same as buying a lottery ticket, or that it's some mystifying, inscrutable, voodoo magic, that you're guaranteed to fail if you do it. It's absolutely delusional.
No, dumb fuck. Way to show that you don't know what irrational means, and that you do not understand what I am saying. What you basically described in your first paragraph is a metric that value investors use. And yes, they use that term irrational when it is outside of the range, and yet somehow don't think that is what the term means because you are a dumbass. You are right on only one thing, but that is only just the word itself: >Not based on clear thought or logic but that is the word without context in a financial market sense. The logic comes from using a baseline formula and pegging to a norm, that's where "rational" comes from. If something is way outside the typical range for pe, it becomes irrational. So yes, irrational DOES mean a very unusual for a p/e, you dumb fuck. 299x is way outside a normal 30-60x forward pe Irrational investors and markets can exhibit irrational exuberance and pump a stock up, which is why a stock can see multiples higher or lower of a p/e, which is sometimes FINE but having that elevated is the DEFINITION of an irrational market. Yes, investors can believe that a company will exhibit strong growth and pump it to multiple p/e that far exceeds the normal. Logic can also say that companies in their growth phase can see double the p/e! But guess what? Being way outside of the norm is when the market is described as being irrational! Has Amazon ever seen 300x p/e ever since? I am not sure why you don't fucking understand that this other than that you are retarded. Most of the time when a stock has exhibited very abnormal p/e, it eventually comes back into the normal range, and doesn't usually stay there for long, i.e stops behaving irrationally. See the dot com bubble, or right before the 08 recession, or any company that holds extremely high or low multiples. It usually corrects itself later. Also, you are fucking dumb (if I have not iterated this enough) most of my holdings have been in SNDK, MU, and NBIS.
Is that lowered price target for MU even gonna matter at this point
MU won't be trading shares for another 2 hours
MU 600 EOW its over for memory
College fund is light. Put the whole house on MU
spending my son college fund on MU
So is MU gonna tank tomorrow because of that incident with the refund to a redditor? We can literally feed up fake news to the algorithm then, nobody cares about market manipulation anyway
Please Jesus, let Berkshire have opened a stake in MU
Cool. My MU went from ~$50 to $1200 before retracting to $870. What was DRAMs retraction, ~30-40%. Lol. I'm sure most here got out with 3X+ gains.
I think the important lesson of this is to remember to not bet the whole bag Like I've got 90% of my money in SPY, 9% in MU (for the FOMO) and $500 in calls on hertz because YOLO
Fair enough. By the time I heard of it, it was damn near the top. By the time I heard of it, my MU had ~16Xed from ~$50.
As long as Instagram gurus are bullish on MU, I am not touching it
**BanBet Lost** — /u/Subject-Fan59 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $818.16 → $940.88 | +15.0% | 1w | Lost |
Is MU gonna pump? Maybe I’ll get dram calls tomorrow
if you're serious you might want to hedge a bit. MU or TSM are sort of high beta VOO, it's all one trade.
I know this is mostly a YOLO sub but I’ve got $50k in cash I need to get into the market. Thinking like $40k/$45k just VOO and then bet on one or two individual stocks. Thinking MU or TSM. Any other thoughts?
**BanBet Lost** — /u/Just-Tangelo5667 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $818.16 → $965.43 | +18.0% | 1w | Lost |
Some people on here have an MU cost basis over 200 lol
Also not added in my thesis, I assume MU HBM’s in the future to level off, and there will be a push for SNDK 3D NAND tech and HBF. Add that with KV cache and you have higher throught put per GPU. Making the value of MU less appealing.
If Nvidia can pull off the same compute with less HBM, that's not a temporary blip for MU, it's a structural shift. The market's pricing in a multi-year HBM supercycle and if that thesis cracks even a little, the forward PE compression could get ugly fast Everyone's staring at the AI demand curve but ignoring the engineering response to supply constraints. Nvidia has every reason to design memory out of the equation and that's a bet I wouldn't want to take the other side of
You're just looking at this wrong. Memory is still a cycle, whether that cycle is supply or demand, it is still a cycle. All of the memory companies are in the process of building up more memory supply, to meet the demand. There are a million companies that need memory regardless of what Nvidia does with its chips. MU is worth way less when it is booked out through 2027 and has no ability to create any more product. MU is worth a lot more when they can make more product, and when their current bookings have been fulfilled. Analysts have spent 8+ weeks telling retail that memory is still a cycle, and it has been in a bear market for those 8 weeks. None of this matters until they fulfill their contracts, or until they can produce more memory.
Nice trade. When you first posted I thought it’d work out differently, but the kangaroo hops will be even more profitable, I think. I’ve also been writing more long-dated puts and building risk-reversals, holding the longs and writing against them on pops and repeat on drops. Nice that IV was so compressed last week, overall, too, for closing various shorts (I trade a few concentrated positions and then satellites, only hold a few lots of MU shares and LEAPS.)
Internet portfolio ASTS RKLB MU NBIS and SNDK
They don't understand man they have no idea. At some point MU does massive buybacks if the price is too low and you profit a lot.
Why’d you put so much into DRAM after MU, SNDK, WDC we’re already up like 300% in the past year by the time you bought them? How much further did you think they’d go?
**BanBet Created** ▲ | **Record:** 1W - 2L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MU** | $1000.00 (above) | $876.35 | +14.1% | Aug 16, 11:44 AM |
I wish memory bols lose absolutely everything and MU goes back to single digits *snaps one wish willow stick*
Posts like this are why it keeps going down. Only until people like you are gone will it start going up again. And we need that horrible MU subreddit shut down too.
🎶 He’s regarded, I can tell by the way He’s bought puts on MU And judgin’ by the smile that’s written on his face He’s full ported tooooo 🎶
Ive held MU for like 4 years, not RIPing about anything my friend. Yeah those thst bought in leveraged at $1,100 well they knew what they were doing
$MU going back to the $30 - $40 dollar range as soon
Well, you gonna have like 30k losses probably, that is not ending well. Look, I am a bit MU hater and thought that 1k+ was retarded. But your call is ridiculous, like, it would have to still go down so much for it to expire worthless. And also I’m surprised they didnt margin call you when MU went to 1.3k, your losses must have been what like -60k? More? Dunno man, it may crash even more (impossible to know), but your strike it retardedly bad. Godspeed you.
Assuming MU is still cyclical...
**BanBet Lost** — /u/AgitatedJump8459 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $896.85 → $950.00 | +5.9% | 3d | Lost |
**BanBet Lost** — /u/Ceyenne18 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▼ | $896.85 → $799.00 | -10.9% | 3d | Lost |
what do you mean, dram graph is almost a MU mirror graph
"MU still up 170% YTD lol" but you DCA on the way up and is now negative, lmao
Seeing these MU bros downvoting all bearish memory comments here is hilarious, hope it feels good and makes your bags less heavy lmao
Memory bros are still alive and yapping? Means MU has plenty of room on the downside
My understanding is that they do route order flow by means of receiving PFOF and using internalization (which they conveniently stack upside and downside pressure with this to move prices as they see fit) and matching up orders in ways that personally benefit themselves as they process those orders such as suppressing or pumping stock price, I thought that clearing firms are only responsible for what happens after the MM has matched up their orders hence the reason the clearing firms were the ones to shut things down during the game store situation if I remember that correctly I might be wrong about that though, I believe that the majority of price movements are intentionally orchestrated via the parameters the algos are programmed to carry out, it’s why good earnings results frequently result in prices dropping or why semis and memory stocks have been in a downtrend starting with MU reporting good earnings, I believe that MMs and hedge funds engage in tacit collusion to intentionally make these moves happen, not because they have a meeting where they decide the prices for that day but in the sense that their algos are programmed to operate on certain parameters that aren’t always simply routing for optimal order execution but rather intentionally steering prices in ways that benefit themself, I think they crushed the memory and semi market to liquidate that hedge fund and scoop up his assets just because they knew they could and it seems to have worked, a convenient byproduct was mass liquidation of Korean retail at the same time which was just extra profit on top
If you like money, load MU puts on the earnings day at 3:59:30 PM, 2 weeks out
Just remember Twitter was bullposting memory when MU was at 1200 all the way down to 700, and now they decided to flip bear when it’s recovering, found a bottom, and consolidating 😂 Jokes on you, they are accumulating will ride MU up to 1500 very soon
i was 30 in 2009. 18 in 1999. my dad who probably should be on wsb himself got me into stocks and i got my first brokerage account in 99. lost all my money by 2000 which was like $3500 of summer job earnings on shit like etoys. i at one point owned shares in va linux etc. my grandma who barely spoke english was someone i watched cnbc with during prime maria bartoromo in the 90s. lets just say being a degenerate gambler is in my blood. 2000 for me was just shit, trading sucks. my dad i think lost 400-500k i dont know the exact numbers. he was just over 40, so it definitely affected the family, my mom divorced him 20 something years later and even brought it up during their batshit crazy divorce. personally i came back and traded what savings i had by 2007-2008. probably from my highs then to lows, i had lost close to 100k and I was barely getting my career going at a random tech company where we were all fearing for our jobs watching cnbc all night in 08-09. but even then i didn't feel so bad about it, i could start over at 30. my dad still making trades, almost 70, cashed out a ton of MU gains, to buy a new house in california. he was like yeah i can buy a 1.3m house or lose it why not. he learned from the past. i've done pretty well myself, but its probably telling that i'm not unemployed for the first time in my adult life, and im thinking of de risking my trading account. its going to suck for a lot of people when this current market inevitably dies (i'd assume we dip just before mid terms, and think itll be super bad right before the 2028 election). theres too many people who feel like its safe, and its going to wreck people. it will make people avoid the markets for a decade. i'd like to think most of us on reddit are a lot better informed. i want to say being a twitter/reddit addict helped me dump a lot of stocks pre covid. as jamie dimon will say we dance until the music stops, and its still playing, but be ready and get out, because theres goign to be a whole lot of things to buy up once the crash happens. is that crash going to be from like 9000 to 5000 on the s&p in 18 months though?
MU will do 20% on a random day & blow past 1000....
People have more faith playing with MU, SNDK which is a more sure thing than this speculative stock. I think it includes the old Twitter which will eventually disappear. Will need to hear more earning news first.
I agree SKHY and MU should drop 10% Mon
Put the rest in MU and SNDK. Will double by end of the year trust
Berkshire Hathaway will disclose MU and SNDK positions Monday. Wallahi
If MU and SNDK don’t reach $1000 and $2000 respectively. I’ll get on IG live and strip naked
Greg Abel is buying tons of MU for Berkshire Buffett declared in a shareholder letter that the dude is a cooz hound for memes
I don't like writing options for MU because RV>IV
yeah man, MU to 2000 by end of week easy, and if not, panic sell everything at a loss, because the market is rigged.
The sentiments on Memory are bearish right now but make no mistake MU and SNDK will make you rich
Yes MU and SK hynix will trade at a forward PE of 2-3
Yes. But max loss is defined by the spread’s width. If you go super wide like I suggested you are basically trying to have your cake and eat it too, squeezing in more contracts to have more profit. I did this on MU a couple times and it is not for the feint of heart.
Besides thinking MU and memory stocks are a value trap what are your bets
☝️ As soon as I heard SNDK doing buybacks I stopped buying in. I believe they don't outright own their own fabs (joint partnership with Kioxia) so room for expansion won't be the same scale as others so they have to burn the money somehow 🤷♂️ I believe that's why WDC & Kioxia all got hit the hardest as they're all interlinked. MU, SAM & SKHY all ramping expansion is a good so didn't get punished as hard, main drop on the latter two is more the Korean macro IMHO.
yeah, SNDK/MU pricing confuses the shit out of me. Just looking at the #s, it should be trading at $2500. But I think everyone is nervous about how long this will last before revenue dumps back down to $10 billion.
And it’s all already been priced in brotha. The market knows they can’t continue to increase memory prices forever and so MU’s growth cannot continue to accelerate. Remember they have to beat the previous quarter/years numbers and RAISE guidance in order to keep the stock price high. It’s simply unsustainable
MU is actually profitable and even has a low pe ratio.
no one mentions AXTI here but it's such a crack stock, less regarded version of MU
They killed themselves instead of working a day job at Wendy's, saving up, then betting on AMD, NVIDIA and MU. Absolute regards sold off their life at the bottom.
MU-Gang ain't nothin to fuck with
literally purchase $MU you fat geriatric fuck. the entire thing buy it all every single share buy the whole fucking company.
**BanBet Lost** — /u/neverturndownagain (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $899.43 → $970.00 | +7.8% | 1d | Lost |
So peace and love? No new threats? MU to 1200 monday?
MU $1300 and SNDK $2000 by the end of August. Mark my words. Ishallah
Buy SNDK and MU dip. You’ll thank me later
Missed out on generational 0dte SPCX calls yesterday, busy trading useless shit Like HTZ and MU lmao
I know it’s the weekend. But honestly, how many of you in deep red but still pretending you are doing okay? Personally, I know of three who are in such state but don’t know how long they can continue to hide it before being found out… one of them bought a lot of SPCX stock @ above 200 and the other two held calls and shares for memory stocks like MU and DRAM at close to ATH.
>That's the only argument I can partially understand, that maybe companies won't be able to expand as big as they like at the pace they'd like, but one would think they have a plan for these hurdles? For the sake of argument, let's assume everything you say about the demand side is true. That's only more reason to believe nobody had a plan for these hurdles. You've seen it all the way down the supply chain from GPUs (NVDA/AMD), to DRAM (MU/SNDK/etc), to data center infrastructure (AMAT/ASML/etc), all the way to power (CAT/BE). All up dramatically because nobody had a plan for these bottlenecks, largely because all of these capacities take a ton of resources and time to raise. Even if all of these players had predicted this demand when ChatGPT first came out in late '22, much of the capacity would just be coming online now. If a lot of these companies are spending the capex now, I'd expect that capacity to start being present at all in late 2028 or 2029. Because of the complexity and cost it's hard to see any of individual companies expanding production as fast as most would like even if supply chains were no issue. Looking at the aggregate picture, with the entire supply chain feeling the same squeeze, it pushes that timeline even further out and pushes all of the costs up. This is why I'm skeptical that they can spend the money allocated and build the capacity planned on a timeline close to what the markets are pricing.
Its weird how lucky stock-market money changes you. I set a recurring annual reminder in Outlook to mark the day I had a $2000 (unrealized) gain on a Chinese e-sports stock . After holding $MU over the past year I had days I was up $40-50 k and felt 'disappointed' it wasn't more.
If MU went to $2000 I'd probably buy a yacht. A toy yacht
I feel like MU is no a brainer?
Alright this is why the sex robot stocks went down last week AMD, SNDK, WDC, STX, MU, SKHY OK the reason why they went down is because... Yeah I got no idea actually 😅
Is MU gonna get left in the dust in terms of wafer production
Citi analyst you cite is way more bullish than me on MU
Citi: Major price target reduction on MU
MU around 350 and SNDK 500, should have cashed out a bit but uhh nevermind ;)
**BanBet Lost** — /u/Quirky-Assist-9303 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $896.85 → $1000.00 | +11.5% | 2d | Lost |
what % of your port is MU + Sndk?