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.
Mentions
Had a hard time explaining to people why Messi != Argentina in another sub, and we should still respect him (I supported Spain). The world cup ended. Time to go back to MU and SNDK drilling.
**BanBet Lost** — /u/toastedzergling (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $980.68 → $1100.00 | +12.2% | 1w | Lost |
Futures is up and warbulls are back, see you at MU 1500
Bought MU at 1100 and SNDK at 2250 ama
yeah they definitely are. couple posters were saying they panic sold and want to see MU/SNDK go to $0 now that they don’t have anything invested
did you know if you buy $MU for about $6 per share back in 2012...you will be rich-rich
MU NVDA up, RKLB continues sell off to 40, where it will still be overvalued
Regarding people selling off Micron & SanDisk: this is a company with humongous revenue growth, ginormous margins, and they've locked up customers into long-term contracts. This is better than 99% of other companies out there. I know there's some short-term noise, but a lot of people are going to be scratching their heads on why you run away from a company that is balling out 🏌 And the second question is: ok run away from MU & SNDK. Then where will you go?
I bought a shit ton of MU around $1000 ☠️☠️☠️
Don’t be sad because MU, SPCX, SKHY etc. are going down. Everything tech related is atm.
Tbh I think memory will recover within MU having the strongest recovery, but I don’t SNDK is going to the analyst PT. Seems like it’s ran out of fuel more than other memory stocks.
i handled the MU situation horribly last friday and got right back into it. made no money. down 1%.
Kimi ran out of gpus and memory in 2 days. bullish for MU?
I know. I'm loving the fat premiums I'm getting selling MU CSPs that are way OTM
lol imagine thinking some garbo chinese incel ai model is gonna have any impact on US made chad models companies aren’t going to adopt that surveillance spyware disguised as an AI model and the govt will surely sanction anything out of China MU / SNDK back to the moon and beyond
I took a post that was down to $6,500 in March to $100K now, was $$200K but MU is getting trashed. diamond handing it though.
regretting over leveraging on MU and SNDK Thursday currently down 12% of port tomorrow maybe 25%
Here's hoping we get another -10% MU open 🍻
I'm rooting for you man. I have a lot of MU myself but I'm way up so I'm not stressed too much. Bitcoin seems to be holding up so maybe we'll have a flat or green day tomorrow
Big week. MU holder here and we need something posirive
I’m not looking for break even. I was looking for some quick gains, bought this when MU was 1090, it stopped going up after that
holy shit pre pre futes show SPY +5% MU $1800
Give me a reason why I shouldn't take all the money thats under my mattress and buy some MU calls
To whoever sold my dumb ass the MU calls - hope you buy yourself something nice
I feel this in my MU $200 limit sell
Did you know that: if you invest $10k in MU on Monday, you will have $230>!.00 !<in 10 years?
No matter how stupid you may be, you'll never be stupid enough to hold MU calls over the weekend
What's funny is that a high flying tech stock like MU already qualifies to fit inside a value ETF like VTV as its #1 holding. Makes you wonder how low the FWD PE and PEG ratio can go.
Inference uses memory. As AI becomes cheaper/more widely used we will need butt loads of memory to run it all. That’s I’m still long MU and SNDK even with cheap, good locally hosted Chinese models available.
Uh oh, they’re posting 10 page “DD” on r/MU\_stock…
It's Sunday so remember while you pray for your MU calls to print that god is currently giving the best in life to the most evil scum who ever lived while they build your children's digital prison. But ber is bad 🤡
He said "Buy MU you cowards!!"
This sub has $15 million in NVDA and MU shares
Looks more like MU right now… https://preview.redd.it/9zbc5ucor5eh1.jpeg?width=1206&format=pjpg&auto=webp&s=f389ba30e0b57c8c76215e331bff437923fbc9bd
Yep and I have trouble taking a gain in my taxable account too, knowing it is going to add to my taxes @ 23.8% (LTCG's +NIIT). Taking any short term CG's is just not worth it in my current marginal tax bracket. Next year in retirement I should be in a lower tax bracket than this year so mostly holding large unrealized gains until then. This week I finally have some losses I can take to offset a large $65k gain on MU I took earlier this year. My losses will not nearly zero out my realized gain on MU, but the recent red in my taxable on some of my equities gives me some comfort since I will be able to do a little tax-loss harvesting soon after my 30-day wash rule window is up. I am trying to move to more index investing but my addiction to single stock purchasing is a hard one to break as it has been very successful for me overall! I now have 50% in muni bond ETF's in this account so I am sleeping better at night these days with all the current volatility in tech.
Check the p/e of MU until 2030 and see where your comment is wrong
Yep, bought tons of XOM during Covid. Stock holder since 2009, dripping all shares. Sold all 706 shares at $166.69 this year and bought lots of MU and MSFT at bargain prices during a pullback. Recently purchased CVX instead of buying more of XOM back due to their great yeild and projected higher PT. I am addicted to owning the oils and oil service stocks I guess!
I think the cleanest answer is that MU can still be a good company and a bad stock for a while if the market thinks memory pricing is closer to peaking than the current numbers imply. That is why these names feel impossible in real time. You are not just betting on earnings, you are betting on where the cycle will be a few quarters before the headlines catch up.
You dont know much on MU i guess. Overproduce??? By when 2030?
What'd you buy at? I told my Uncle to get in at 500... and then wait and buy SKHY at in anither quarter when Rubin starts shipping(that's when SKHY has the ability to raise the price on HBM). He bought 2,000 shares at 980 and then bought SKHY at 170 on the day of the ADP... Now he's asking when it'll go up... and I have to tell him when Rubin is fully rampin, then I think SKHY could go to 300 and MU could go to 1500 or higher... He didn't listen.
Yeah cause they bet on crap, on emotion, or dont invest. MU is none of those things. We've never seen pricing increase like this ever, across any product. Its not a bubble - people aren't buying it to speculate om DRAM. They're buying it because the data centres and AI need it.
CSCO, a cyclical infrastructure play, traded at 200x earnings at the peak. That's like MU trading at $30,000+. And sure it fell 80% but that still above MUs valuation today.
I slightly disagree there. Kimi 3 and deepseek’s open source models are commoditizing models. If everyone can use opus grade model at a friction of the cost, which is also a friction of the cost of hiring a human, there is no reason to not use AI. This means a huge demand to model serving and model hardware, which is good for MU
MU is actually an earnings machine. It made a ton of money in last decade but market forces it cheap because its cyclical. Earnings keep growing every five years, but it trades cheap.
Just 2 months ago any thread critiquing MU was laughed at. The typical "you just don't get valuation" or "any dip is a buy " and the infamous "This time is different. " I'll bet if you look up 90% of these yahoos they also perfectly timed the top and now laughing at bagholdets because "it's obvious it would go down. " This thing got slammed while everyone on reddit was jumping in and now you want to ask this same crew....
I set a 15-20% trail stop loss for MU because I wanted to sell over $1000 no matter what. And it executed and has been diving since. So I’m happy about that sale lol. Rest I hold still.
The sms from fidelity- Fidelity Investments Alerts OPTIONS SYMBOL: MU260717P915 PUT (MU) MICRON TECHNOLOGY JUL 17 26 $915 (100 SHS) PUT CONTRACTS: 1 contracts Date: 07/18/2026
MU bagholders right now (including me)
lol. I really like legging into short strangles on MU, but my deltas were a mess bc I was writing various puts through the dip of the dip of the dip recently. Good news is those contracts decay crazy fast.
MU might open at $500 on Monday, fastest trillion dollar blow up in history
Can we repeat the MU bull trap again on Monday? It's better to watch the price go up even for a while than constantly drilling.
i will take the bait.....the space is highly competitive and gains are mainly on price hikes and future orders that can be cancelled. whats to stop NVDA from building their own SSDs and Memory and taking them out down the road? MU cant suddenly get into the high end GPU game. its a big company at a cheap valuation relative to other AI names with a lot to live up to.
hes just saying that MU has no competitive moat so whats the growth story beyond the recent influx. a one year bump is cool but where does it go from there.
Why AMD and MU specifically and not the entire AI ecosystem
This is actually interesting disparity. MU for example has the lowest analyst price target at 1100 and highest at 2200 while stock price has dropped to 800. That big difference was caused by the recent drop. So many ways to think about it. Analysts just pumping the stock to offload to retail? Analysts not taking sentiment into account? Price targets given by analysts have no significance on decisions made by real investors who buy and sell the stock? Nobody really knows how to price these stocks which also explains this insane volatility?
I mean what I don’t get is why SNDK pumped 4-5 more than MU or any of the other memory stocks. Nothing really justified. It’s up over 3000% over one year, while MU is 630% and the rest of the stocks average around 550% At roughly the same rate, SNDK should be valued around $370-300, maybe more for a NAND and spin off premium
I'm proud to announce that ~0.0000000001% of Nvidia's and MU's earnings this quarter came from me. I'll use this insider info to bet on a quadruple beat for both of them.
I'm proud to announce that ~0.0000000001% of Nvidia's and MU's earnings this quarter came from me. I'll use this insider info to bet about a quadruple beat.
I placed a buy order for 25 shares of MU stock for $100 I'd probably think I was either out of my mind or dead for that order to be filled. It'd make for an unbelievable story so my silly buy order remains.
It truly is a drop in the bucket. 401ks contribute about 500 Billion every year. That’s just one MU rocket ship gain this year. If that falters, all that buying does nothing.
Even though it doesn’t affect market cap, I think MU should do a big forward split.
GOOG reports heavy capex, dumps, MU and AMD goes to the moon, mark my words.
Idk boys I keep going back and fourth on MU and SNDK recovering Basic TA shows MU has strong likelihood of hitting $550-$600 if these upcoming earnings don’t save it. Thats the strongest support. But we also have midterms. As more time passes, more chances these companies get more efficient. We may have 1 last big pump left before midterms but after that Bag7 will recover
MU gonna squeeze the shorts that really think capex is slowing down
Well they're right about one thing, MU will reach $500 again...after a 20-1 stock split.
probably just put half my $MU profits back into $MU because I don't have that many other good ideas
Polls on who's holding & who sold Micron & SanDisk, and if they're making a profit or at a loss https://www.reddit.com/r/MU_Stock/s/JifZJ09Trw https://www.reddit.com/r/SNDK_Stock/s/UAIr6BGAIL
I’m actually trying to decide my next move as well. I think going short on MU is definitely a great play. But the caveat is the manip currently taking place. Makes it extremely difficult to know exactly when the house of cards comes tumbling down. The good news on the short is that more and more citizens are making their voices heard and so far I’ve seen 6 instances of outright moratoriums or significant reduction in the size of a data center due to extreme push back. No one is lining up to have these built anywhere near them. I think a long position on oil is inevitable for me due to the crack spread (great research topic for yourself if you don’t know what it is yet). But in the end, when everything falls about, your best bet is to park yourself with a company like Proctor and Gamble. Been in the index everyday since 1930, reliable dividends and a good 5-10 percent return.
The real problem is the supply shortage, which is expected to last for several years, naturally driving prices up. Even if capital expenditure (CAPEX) growth eventually flattens out, prices and earnings could still rise significantly for companies like SNDK or MU. Furthermore, China is years behind in this technology, and while other global competitors will continue to improve, China is highly likely to face strict US export controls. In fact, many US politicians are already pushing for these exact restrictions.
So funny 2 weeks ago people were saying MU to $2000, AMD to $1000
If every retail trader sold their MU position it would drop a few points.
[https://www.reddit.com/r/valve/comments/1v00wq4/valve\_says\_ram\_prices\_are\_lagging\_and\_will\_only/](https://www.reddit.com/r/valve/comments/1v00wq4/valve_says_ram_prices_are_lagging_and_will_only/) Keep panic selling MU bros, if you don't want to be a millionaire, it's your life.
Have you read all the comments to the other 100 MU posts in the last week? BLOCK.
Last time this war shit was happening, MU was making new highs daily!
Just let the chinese ram in and crash MU already. I tired of getting scalped over memory
And now he’s ripping Pokémon’s and saying MU to 2k!!
MU down 5% on hyperliquid Circuit breakers monday
If MU hits 100 dollars, some guy can literally just buy up the company and make a profit from the assets and cash holdings lmao.
Can MU do a magical uno 40% upside next week pls by Friday and I will sell I promise
Grandpa what did you do for work? Grandson, I YOLO’d 15k on an out of the money MU 0dte call at 25
There was no profit ever since I bought this call. MU has been down since then
When MU was $1,250, media said $2,000 was coming. When MU is $850 now, media says $250 is coming. We have been played.
MU $2K call.. That shit is going to zero. Id cut my loss now.
Price target range on MU is around 1200ish very low and 1600 sound about right. Sitting buy. Just waiting for the bottom to get back in it. Might have already hit bottom but I'm thinking it might drop more 500-600 first. Thoughts?
Nailed it. At least that is what I was thinking at this point, too. IMO MU’s announcement of capacity expansion in parallel with SKHY, etc. looks like what accelerated the pullback. While I still believe stock multiples are way too low for the memory leaders right now (MU & SNDK) & am betting on a mid-term re-pump in stock price, the co’s are NOT making the case for long-term stock valuations. Building more capacity is something their customers are screaming for, but it sure doesn’t help investors like me who want to break cyclicality due to commoditization.
maybe they want to buy MU dip ?
Not at current valuations when the bubble pops. MU should be 60% lower and Nvidia about 30% lower.
Tough play. I like MU but the memory chip cycle does not seem like something o can stomach.
I mean probably? Idk it dumped hard and I bought at like $225, not sure where it is now - already exited my position when it hit $235 but that’s bc I was rotating back into MU/semi’s so that I could sit comfortably in a -35% position 🙃🤪😑
Customers had no leverage this time and Microns 10Q and 10K's report this. MU is in for a fun ride. OP is dead on in pointing out the vast uncertainty in 2027 though. I'm sticking around for a bit longer but this is a timing game
MU was $100 exactly a year ago So the answer is not yet lol
Do a DCF analysis on MU. Drop the growth rate projection in Year 5 and 10. See what happens with WACC of 10,9 and 8. Even with decent margins the stock sells off to the sub 300 level easily if any of the revenue or margin numbers buckle. The value you are seeing now can compress in a heartbeat. OP is just stating mathematical reality.
MU was $100 exactly a year ago So not yet lol
Yo mamas so fat, she caused MU to crash