MU

BottleInevitable7278

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.

Honest_Bruh

So funny 2 weeks ago people were saying MU to $2000, AMD to $1000

Bull_Bound_Co

If every retail trader sold their MU position it would drop a few points. 

Weak_Emu3659

[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.

Babyfat101

Have you read all the comments to the other 100 MU posts in the last week? BLOCK.

Concept-Plastic

Last time this war shit was happening, MU was making new highs daily!

myjumboloanapp

Just let the chinese ram in and crash MU already. I tired of getting scalped over memory

Feedthemcake

And now he’s ripping Pokémon’s and saying MU to 2k!!

avsfan0829

MU down 5% on hyperliquid Circuit breakers monday

Lundhlol

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.

Even-Square-6246

Can MU do a magical uno 40% upside next week pls by Friday and I will sell I promise

Shoty6966-_-

Grandpa what did you do for work? Grandson, I YOLO’d 15k on an out of the money MU 0dte call at 25

CookieAcceptable1721

There was no profit ever since I bought this call. MU has been down since then

Odd-Block-2998

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.

cucci_mane1

MU $2K call.. That shit is going to zero. Id cut my loss now.

AdministrativeKale75

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?

Disastrous-Fun-2958

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.

Ok_Shirt3792

maybe they want to buy MU dip ?

Virtual_Secretary_98

Not at current valuations when the bubble pops. MU should be 60% lower and Nvidia about 30% lower.

Summerdaysengineer

MU and NVDA tbh

Flaccid_bizzzkit69

Tough play. I like MU but the memory chip cycle does not seem like something o can stomach.

version-two

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 🙃🤪😑

darkwater931

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

Public_Ideal84

MU was $100 exactly a year ago So the answer is not yet lol

chalupafan

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.

Public_Ideal84

MU was $100 exactly a year ago So not yet lol

Frosty1397

Yo mamas so fat, she caused MU to crash

Maximum-Magazine-333

no hard feelings guys but my mom did buy MU at 1250, she may have been the catalyst

Shoty6966-_-

The hard truth is that the next MU or next NVDA at $15, AMD at $60, Intel at $29 could not even be listed on the stock market. Could not even happen for another 15 years. That company could be one that’s gonna drop another 70% before running up. It’s tough

PopoDontKnow

MU was one of the most obvious investments. Stop comparing the Musk trade to everything else. Earnings growth matters.

jlw993

Honestly just DCA into the below and you'll be laughing when all this blows over.... MU, SNDK, GOOG, ASML, TSM, DELL, MRVL, NBIS Any others?

GneissFrog

I haven't touched NVDA in nearly a year, but now that we have confirmation that shipments to China have resumed, it seems the market is underestimating how crazy the numbers might be. Up until now, NVDA's official position has been 'our market share in China is now 0%' despite everyone knowing that wasn't true. It seemed like a ploy to pressure the administration and legislature to take a step back on export controls. NVDA has not included Chinese sales as part of their previous projections and guidance. That now changes. However, with cases like SMCI, we do know that circumvention was rampant and NVDA has had some sales indirectly bound for China already on their books. This is the part that probably gives people the most pause for concern. China's official stance was 'we don't want NVDA' but they never actually cracked down on domestic AI labs using NVDA chips, they just couldn't get enough regardless of the controls. They used whatever was available until viable domestic production ramped up, and even then, current demand outstrips supply. Would I full port NVDA, no, but it does seem like if there was ever a quarter for it to breakout of its year long range, this is the one, especially when recent sentiment on semis has soured significantly. NVDA has held up very well compared to MU, SNDK, etc and that says something worth paying attention to imo.

Natural-Escape-3537

Semi companies are cyclical, even if underlying demand for semis is in a secular growth trend. I mean, that's basically been the story for this sector all along. More supply will come online, and at some point the marginal delivery date will no longer command shortage pricing. In just the last 10 years, MU has gone from 20% gross margin in 2016 to 59% in 2018 to -9% in 2023 to where it is now. The memory industry gutted capex just 3 years ago.

Cheesegasm

Investors are worried that capex will turnover in the next earnings season. If there's even the slightest hint that AI data center spending is decelerating then chip stocks will dump even more. The latest MU and Samsung earnings beat wall st expectations but the stock still dumped. Even if NVDA earnings go from 80% growth YoY to 75% the stock will dump.

avilacjf

Volatility is good when you're holding companies with great fundamentals and great growth, it shakes up the capital markets and when it re-enters the market they usually seek out quality. MU went down after the last two results too but then went on a run upward. This drip coincided with the most recent price drop but the business is fundamentally continuing to grow stronger. Just let that incremental capacity unlock in '27 into a constrained market and watch 2H25 and 1H26 happen all over again.

User4f52

BRKB has $300 billion in cash. 3x that. Right now. Why are you not invested in it? They **could**, just like MU could, do everything you said here. Warren Buffet is out.

Constant-Sweet-3718

Naw. You know you're short on MU and you were trying to find bagholders. Stop tripping.

hftrobo9285

Not sure about memory tbh, I only trade SPY. Usually when VIX spikes +10% there’s a relief rally on SPY the days following so MU might bounce too

Even-Square-6246

I’m a girl so having a partner helps me buy more MU and sandisk and now I am a heavy MU bagholder

Even-Square-6246

Looking at that awesome record what is your thesis on MU next week

Rav_3d

Zoom out. Despite the recent carnage, memory stocks are STILL the top performers this year. MU is STILL UP 200% THIS YEAR. SNDK is up 470%. The performance of these stocks is even more staggering going back to September of last year. People who got FOMO and chased parabolic moves into vastly overbought conditions were taking on tremendous risk. So, don’t look at the drawdown in a vacuum. Sure, it’s no fun to correct 40% off the highs, but this is how the stock market operates. Stairs up, elevator down. IMO this is just normal and expected volatility and likely will be a great buying opportunity when it ends. We just don’t know when or how much lower it will go. Friday was a failed breakdown and could lead to a short-term bounce, but it is certainly possible these stocks go even lower. They are STILL EXTENDED ON THE LONGER TERM.

jdfan51

Sorry Friday was the lowest MU will be 

Even-Square-6246

Any possibility of MU going back to ATH by Friday next week?

verified-trader

**BanBet Created** ▼ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MU** | $790.00 (below) | $845.33 | -6.5% | Jul 23, 1:42 PM |

FartHowler

!banbet MU 790 5d

LectureForsaken6782

I dont have any new take on MU, but reading a lot (obviously) on them recently, and my question is...regardless of stock price, they are making money hand over fist and is there anyway to gauge how the management is to get any kind of incesting insight on how they will use that money to grow the business....like, diversification or growth in other ways so maybe they set themselves apart from just being a chip maker?

Shoty6966-_-

5% is a fucking lot for any noteworthy company lol. And any stock that has days where it’s up 5% every week is also a stock where it’s down 5% at some point every week. Like MU

Beneficial-Chair-333

They do make HBM memory for datacenters., though it's defect rate is more than MU. While valuing companies we can't just do it only based on datacenter memory. MU makes memory for all kinds of applications. Actually other memory applications are more long term and sustainable than datacenter memory. So, CMXT could be big threat if they could capture even that applications while MU is busy in datacenter temporarily. Regarding petition to ban Chinese memory. Similar happened during GPU ban, but ultimately it was lifted due to need of rare earth elements which only china has and nvidia recently sent GPU shipment.

ryallen23

The president literally pumping stocks in tweets, like MU, DELL, PLTR… the most put in the open manipulation you’ll ever see

iCaps_

im simple, i see MU go down, i trade MUZ, i see MU go up, i trade MUU

AnimatorNaive1880

MU hitting 1200 within a month. 

oknBagholding

I was full ported memory and sold it all immediately when MU first went down to 1150 after earnings I knew something was horribly wrong then and not sure why others didnt panic sell there either

mazsive

for the record, i think google is fantastic company, google isn't going anywhere, all I'm saying is that this is what is happening right now, look at the latest earnings call, they all come out positive, yet the while sector dumps. I wasn't bashing on google or saying its a bad company or stock to hold. Just the fact that Gemini was ' delayed' slightly dropped the stock from 375 range all the way down to 340- did EPS matter ? in this market it seems like news matter more. IF you wanted more evidence, look at MU, Look at Nvidia earnings, Nvidia straight up went from ATH 240 all the way down to 200 range and got stuck.

SignificanceLate7002

She's a 3, but she sold MU at the top.

HugeAd5056

Right. Difference is MU trades 0DTE 3 days a week 🫠

deploria

Yea MU and SNDK can move up and down so quickly in a day

MCK40

The MU drop really stings. I’ll never forget when TSLA was at $146, BEFORE its rise and splits, were talking 2013, 2014. I sat in my kitchen about to buy a hundred shares. Well, that still stings, so we’ve all been there, you’re not alone.

LeftBullTesty

I usually just play SPY just cause it’s what I feel most comfortable with in terms of price action. I did play MU once tho and make a nice lil profit. Might do it again :)

SST114

Great reply. While I give OP credit for not stating that it's peaked already and etc and acknowledging this could go on for longer-- since comparisons to past memory booms and busts directly are really ignoring the obv as you have noted-- the amount of stuff coming online is just so immense that will need memory we're really actually speculating to the bearish side on demand being met. The can keeps getting kicked farther because demand is accelerating. And demand starting to be met in say a few yrs doesn't mean an over supply and cheap HBM, it just means the shortage is being alleviated... so that could mean sustained higher profits than now that eventually flatline but don't crater-- in which case MU is still super cheap.

Best-Bodybuilder9015

These are all behaving like memes with Reddit degen passports. And that passport has an expiration date. A stock like MU moved from 90 to 900 in 9 months, all on datacenter hype. Well that hype is slowing down. The pattern is now the clearest it has been: supply-side beats from Samsung, ASML, Aehr, and now TSMC are all being sold because they confirm today’s AI demand without answering 2027-2028 demand durability — TSMC’s own CEO admitted on the call that he discounts the demand numbers his customers provide him.

Crazy_Donkies

Then don't buy it. You're still retarded though. Memory manufacturers have tens of thousands of customers from medical devices, to vehicles factory machines. Meanwhile there are dozens of large organizations purchasing memory. MU has nearly 2 dozen LTAs.

Regenbooggeit

Same dude. ‘Lost’ about 30k from the top, my port is about as large as yours but a little less exposed. NBIS, RKLB, MU & SNDK were my winners in June and big losers in July. It happens. Every time I see people trolling I wonder why they didn’t full port puts or shorted the shit out of everything.

mmalmeida

So you bought silver at 80, lost it, then decided it was a good idea to buy MU and other parabolic tech names. You sir, are what they call a market to signal.

WowKay100

I think time will tell if Micron has escaped the cyclical phase. A few important things to note are: 1. DDR5 prices has increased by 15% since Micron’s last earnings, so they will probably smash earnings. 2. All the robotics/autonomous vehicles that will start mass production is underway, which is a new segment - The scale of which we can’t predict yet 3. If Micron’s business is cyclical, and we are in a super cycle that has peaked, then by default, NVDA, AVGO, INTC, AMD are all cyclical too. The Semis has experienced a huge demand boom all from AI, away from their traditional business, and would drop to their pre-AI hyperscaling levels 4. Micron’s windfall cumulatively will be hundreds of billions, extending to 2030 at least. They could diverse so easily if they chose, for example becoming a holding company and spending all that free cash on buying out companies, a play book we are experiencing with NVDA at the moment. 5. NVDAs new generation products, which require a huge amount of HMB4/DDR5 is sold out through 2027, indicating agentic AI is still rising not falling We shall see if the market is pricing MU wrong, but if they aren’t and it’s cyclical, I think NVDA will take a 30-40% hit, and AMD 50-60% hit to stock price

No_Current3675

I’m buying this dump on outrageously strong MU ASML TSM earnings. Just like I did with SaaS, which I’ll sell at 35% profit. 

oOtium

When the decline cannot be defined (short of what flat out naysayers think) it's usually bullish for the long term. My take is that it's profit taking from earnings, so lots of short term traders leaving the trade and getting rewarded for it with cheaper entries. that has kind of been the play for awhile now with every tech stock in the space. even low valuation, high pristine stocks like nvda are susceptible to it. You have beyond flawless, pistine earnings that are CRUSHING the already crushing expectations- the stocks still sells off while still holding extremely low on paper valuations. That means there are a lot of ppl who have enough confidence to bid the stocks in the medium term for all of the gains that the company offers but don't want to keep their gains tied up in a trade with no short term narrative they are just too active and don't want to sit around and will take the " guarenteed plays" and go to the next hot thing. From what it's been these active traders represents about 20-30% make-up of any market-cap of the company directly involved. So I know u didn't ask for predictions but I actually expect MU to trade in a range around here until we start getting closer to the next ER before it breaks its next ATH unless the stock wants to find a new pe either higher or lower. If that wants to be redefined and break away from its historical range which could still happen but if it doesnt happen between now and the next few weeks, this is where we stay for the next 2 months, give or take. memory historically trades around here so I won't expect it to go lower considering 5 is already the floor and they have monster margins and monster revenue so it makes no sense to trade lower. but I'm not getting hopeful that we're going much higher either, at least not for a couple of months anyway.

OwnObject8163

So MU bottomed out at $800 ...

ElectronicShoulder26

I am seeing MU comments everywhere 😭

Outside-Salad9701

look it’s the same MU bagholding retard

Flimsy_Paper1526

MU peaked 2 weeks ago thanks a lot Nostradomus

Thunder141

I allocate a third of my portfolio or so to individual stocks. Of that third, I have about a dozen stocks I have varying sized positions in. I have the largest position in my favorite stocks. Of those 12 stocks I have a lot of tech, but I also have 2-3 staples, a bank, and a financial service co. If RDDT, MSFT, and MU do well I’m beating the market, but if they don’t I’m not getting destroyed. I’m down just 3 percent from my all time high.

alldayeating

I had margin on 2x long Netflix ETF . Pussed out for earnings and cut losses. Don't worry I went max margin long MU and lost my ass anyways .

Chris_Cornell_is_God

Many of the stocks we own are owned by institutions more than U.S. retail investors. So..they control the market. Not us. They will manipulate the market by trying to run the stock down and getting scared retail investors to sell out. Retail investors sell cheap and feel like they are saved from further losses...but then the stock doubles. The institutions wanted you to sell to them cheap. And you did cause you were scared. Patience is maybe the best attribute to have for an investor. I'm losing on MU right now. Not even worried. They will run it back up in the next few weeks or months. Not scared.

SpiderWil

MU didn't tank.

MrStreetOnTheBeat

Listen guys MU aint hitting 1330 on Monday. Therefore I’m still stuck in Somalia I have a business venture in Somalia tho. I need 4 strong and daring men. Need to be comfortable at high seas

CombinationWaste7363

No never. MU is closing tomorrow and sndk and WDC after that. Unfortunate but business is cancelled. Memory isn’t needed after all

Aggressive-Ad-2707

If MU ever goes to $1000, I’m selling my bags

Low-Fig-9879

Vix @ 20. When VIX hits 40 MU will be $100....... Really.

Low-Fig-9879

Vix still 20.....when VIX hits 40 MU will be $100.......sell now BRO.

SetRestart

I have a lot of faith in semis and MU still which are my main holdings.

AnnArbor-Armadillo

Posts like this make me feel like MU won’t recover for a long time

dogefool88

I am going to be rich next week. Got MU 500p 7/24 that will be in the money mid week

_Doomer_Wojack_

So anyways I was minding my own business getting my schlong sucked by a Wendy’s employee by the dumper and here comes a crazy wild man saying he went long MU last week thinking it’s the bottom and now he’s under water with a margin call .. he ran away naked in the parking lot sweating profusely we all laughed at him

HAL-_-9001

>The hyperscalers might realize it makes no sense to buy now at elevated prices and to scale back capex until demand cools. Scaling back capex has been a dominant narrative by bears. It's not going to happen. All of the hyperscalers in their prior earnings, provided guidance capex will materially increase next year. Analysts across the board are increasing forecasts. I think it was Morgan Stanley now shows Capex to be close to double in 2028 from today's levels. While you've just had Alphabet & Amazon both raise more capital because to increase the build-out. Also rumours Meta will follow suit. I'm this market, it's a land grab and you can't fall behind. >And then all of a sudden MU margins are back to 10% and the p/e is 40 Margins will never be this low again. They have long term agreements, which have a built in price floor. Even if this floor was reached margins will still be very robust. You also have them being sold out all this year and part of next year. This creates certainty.

Spiritual-Goat-8711

went to liquor store to get beer to try to forget today, store clerk were talking about how they went long on MU, we are doomed aren't we

What-a-username-bud

Acting like MU still isn’t up 80% over the last 3 months and sndk isn’t up 452% on the year. Still a long way to fall if the bottom actually falls out

ifyoulookyouaregay

You’re new to this so let me tell you the markets are forward looking 6-12 months so just because things seem bullish on memory and semis right now they will sniff out the first sign of trouble before most do and smart money will get out. Look at the last MU earnings, incredible beat but look how far they dropped after.

RelentlessPutz

Ive never bought MU above 100 and next time won't be any different

Yogurt_Up_My_Nose

that's pretty fucked up to be honest. like we're what 9 or 10 months into the whole RAM fiasco? so you decide to buy MU at $1200? that's just FOMO and retard.

Kaiba_Corporation

Why oh why did I buy Micron at $1200? First Microsoft, now MU. Am I destined to be a bag holder?

Rexultdis

Even MU and SNDK fraternities couldn’t save us now 😔

Embarrassed-Sky6890

I bet MU $900 calls at the start of that bear blood bath and made 100k fuck all you ghey bears here LMAO🤌

Nitor_

$54k in MU shares at $910

Sufficient-Piccolo32

MU 2000? jesus christ. most ppl in MU only believe 1500 EOY even before the dump.

mgoat108

Yah, I agree with what you said. I bought into MRVL when it had a correction, but it’s still kept correcting. I’m just waiting on the sidelines now. My main concern was having some exposure in my portfolio. I don’t know how long this pull back will be or we go flat for awhile. However, it’s reasonable to have some exposure if you can get in at a reasonable price point of DCA. I bought AMD and MU in April 2025 when the tariffs came. I was so confident in the future that I put a good amount into both. When AMD doubled in October just from the random ChatGPT announcements, I sold most of my AMD. I said, “This is ridiculous. There’s no valuation behind this, it’s all speculation.” I kept MU for a while but sold around the $500 mark. I bought it at something like $40 or $80, I honestly can’t remember. I got lucky and absolutely bought near the bottom, but it wasn’t a huge position. It was never life changing money. I don’t own any MU or AMD anymore, but I still own Qualcomm. I bought it almost 5 or 6 years ago because of the Internet of Things and 5G. My thinking was that they were going to help bridge the gap between the tech world and the physical world. And when you look at Qualcomm from an evaluation standpoint they are significant cheaper to their peers. All this to say, you can’t always win, and you can’t time the market. In hindsight, even AMD is now double what I sold it for, and I had already doubled my money. I truly think the long-term outlook is still strong, which is why I’m trying to keep at least some exposure to the semiconductor and AI space.

That_Ad9363

The only earnings play I did was MU

SaintSushai

Use your brain? Why would you expect MU to rise to 2 grand that’s like a 0.05% probability (that number came from my ass) seeing as it probably reached its peak and will just go down into the ground now.

Megarobot742

MU calls YOLO or broke

Dry_Test_3227

also buy more MU, Sandisk, and SK next week.

ImpressiveAmount4684

I sleep well thinking how me holding 1 piece of MU might put a dent in that 🥭's pathetic attempt at manipulating his port **LMAO** 🤌