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.
We should go for Del Monte (FDP). F the memory shortage. Real problem is honeydew shortage.
Mentions
I am seeing MU comments everywhere 😭
look it’s the same MU bagholding retard
MU peaked 2 weeks ago thanks a lot Nostradomus
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.
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 .
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.
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
No never. MU is closing tomorrow and sndk and WDC after that. Unfortunate but business is cancelled. Memory isn’t needed after all
If MU ever goes to $1000, I’m selling my bags
Vix @ 20. When VIX hits 40 MU will be $100....... Really.
Vix still 20.....when VIX hits 40 MU will be $100.......sell now BRO.
I have a lot of faith in semis and MU still which are my main holdings.
Posts like this make me feel like MU won’t recover for a long time
I am going to be rich next week. Got MU 500p 7/24 that will be in the money mid week
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
>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.
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
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
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.
Ive never bought MU above 100 and next time won't be any different
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.
Why oh why did I buy Micron at $1200? First Microsoft, now MU. Am I destined to be a bag holder?
Even MU and SNDK fraternities couldn’t save us now 😔
I bet MU $900 calls at the start of that bear blood bath and made 100k fuck all you ghey bears here LMAO🤌
MU 2000? jesus christ. most ppl in MU only believe 1500 EOY even before the dump.
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.
The only earnings play I did was MU
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.
also buy more MU, Sandisk, and SK next week.
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** 🤌
Seeing MU bulls smacked down today is one of the funniest moments of 2026 😂
I bought a bunch of MUU at $27 today. It follows the same % as MU.
All 🥭 has to do is ban or tariff Chinese AI models and chips. We both have a vested interest in MU.
Seeing MU bulls smacked down today is one of the funniest moments of 2026 😂
what are you talking about exactly? Just checked. MU is up more than 7X past 12 months...
I sold a chunk of MU at $1100 but in general I'm holding onto everything that is still up big time.
Ppl bent out of shape because MU doing MU things
MU-ers! Now u know how bitcoiners feel
I'm 50% MU and I'm considering going 100% MU. So probably it's over for memory.
I think they will. I bought in today and it went down on me, but I think this is a gut check. MU forward P/E is like 5. Earnings are there. I think the war stuff drags it down, as well as just a general pullback from the exhuberant highs. If you have options, it's a different game, but I am just holding some MU, SK Hynix, SNDK, and I am not that worried. I would not full port semis or anything, but I think with China on our heels, US AI industry is going to keep pumping.
Buffet “greatest investor of all time”. Sitting on 350 billion cash and didn’t buy MU at $70. This leads to be believe bullshit. He is not the greatest. Prove me wrong.
There might be some insider trading happening, but if so, it's definitely not most of it. The volumes during those sell offs are just too large to be part of a fraud conspiracy. That said, maybe insiders kick off the tanking and algos take over. I suppose that's possible. Still, I think it's just that everyone is inherently scared of cyclical stocks hitting a down cycle that everyone is constantly ready to jump ship at any moment. Anyway, I don't think we're near peak cycle in terms of supply/demand, and I don't think data center construction will be slow enough to ease demand for quite some time. But, I've been wrong before, and I'm sure I'll be wrong again. That said, I don't think you can determine a cycle from the stock price. MU has plunged 20-30% a few times in its current runup, just like NVDA did. It's pretty common for stocks like that to see heavy selling pressure when the larger market is having a bad week or month. When everything else drop -5%, the massive growth stocks will tank -10%. If everything else sinks -10%, the growth stocks with nosedive -30%. I think the larger scare that triggered much of the MU sell off was Apple trying to get approval from the US to use CXMT in China and elsewhere outside the US. If that gets approved, MU would drop more just from fear of that spreading. If it gets denied and CXMT gets put on the Entity List, we might see a significant bounce. Personally, I think CXMT should absolutely be on the Entity List because it's blatantly stolen Samsung tech, but it's hard to tell what this administration cares about sometimes.
Micron (MU) Short squeeze Supply and Demand Equilibrium 2030
Damn fr? Do you trade MU often? Today scalping NVDA and AAPL puts is what saved me and got me out of my dips
I did that with some of my MU shares. DCA’d at $881 yesterday. Sold those shares at $892 today in the drop and bought same amount of shares back $853.
Let me guess you're holding internet stocks RKLB, NBIS, ASTS, MU, SNDK and NOK everyone is holding the same thing....
Go work at Wendy's to cover your MU losses.
MU 1100 next week (very drunk dont take it as a financial advice)
Top recommended thread to me by Reddit just now was from the MU stock sub declaring "we are so back." Oh, are you now?
It’s not so simple. The memory makers are gonna pull in almost a trillion this year. That is a trillion dollars the hyperscalers are gonna have to fork over without getting much more capacity. Even if AI capex is profitable, it almost certainly isn’t profitable at 10x prices. The hyperscalers might realize it makes no sense to buy now at elevated prices and to scale back capex until demand cools. And then all of a sudden MU margins are back to 10% and the p/e is 40.
Do you know how much MU has risen YTD?
GUYS IF YOU BOUGHT MU AT 1.1K JUST REMEMBER THERE ARE SOME PEOPLE WHO BOUGHT GAMESTONK AT 400 you might be regarded but at least you’re not THAT regarded my ass is rotten
MU will have to hit 1600 before I buy back in... LMFAO
Imagine how many MU baggies are stuck above $1000
And I'll MU at $93, LMAO Doubt that's happening for either of us
MU and SNDK bagholders ☠️ won't see ATHs again
Let me guess you're holding internet stocks RKLB, ASTS, MU, SNDK, NBIS and NOK
**BanBet Lost** — /u/SupportMedium9487 (0W - 3L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $980.68 → $1274.88 | +30.0% | 1w | Lost |
**BanBet Lost** — /u/WorkingAd7387 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $980.68 → $1078.75 | +10.0% | 1w | Lost |
I thought MU stands for Massive Upside turns out it’s Margin Unlimited
Market is tanking but at least we don't have to see those garbage MU AI images anymore
Did anyone play MU options this week and monitored their heart rate with a smart watch? Just looking at the chain was stressful.
Could you even make money from it if MU moves up a bit? 2100 break even seems ridiculously high
No damn way market would let SNDK go into earnings at this price. Try 2500 or so. And with that no damn way MU stays this depressed. Semis gonna fly pretty soon and it will all be the same circus we had starting March 30 to mid-May
Once the leveraged liquidity washes through the system, vol should be a lot less crazy. And in the meantime, we're going to see some juicy new entry points for MU, SNDK, WDC and other picks/shovels
But what’s wild to be is that $TSM didn’t even run up into its earnings like $AVGO. $TSM had been dumping for at least a month. $MU has been dumping post earnings too but it that was after a massive after hours and next day price jump based on those earnings. $TSM didn’t have a run up before or even a pop in the immediate after.
She also bought MU between 900 and 1000. ARK is down 35% in 5 years yes she is one of us
Doubled down, bought 1 more share of MU
0.4 shares of MU -> 0.78 shares of MU
Imagine if I believed the hype and bought MU when it was over 1000.
lol. Sold my MU just under the high. Score.
You bought a MU $2000 call after they peaked from earning? I don't even know what to say man.
MU bulls starting popping champagne as soon as they saw green, talkin' about "we closing above $1000 tonight" https://preview.redd.it/f9aohht4wudh1.jpeg?width=1079&format=pjpg&auto=webp&s=2d3d389ae01ce96c234b7c7bd0e16a612b5ce5ed
Eh, bought one towards the top, averaged in on another in the low 900s. In the off chance MU can push back to the 1200s in a month, I’ll be back in the green on those and can rotate out of them and into shares. The goal wasn’t 2000, I was just looking for juiced premium off a pump. Bad timing.
In hindsight, I should of probably took profit on my MU calls with that 10 percent intraday flip 😞
Timed the near top of MU, actually managed to get out with a small profit rather than being down 8k like this morning
Full ported MU today I’m boutta be so rich lmao
MU puts printed generational wealth this week
MU with 4 consecutive green weeks. Hasn't happened since Jan of 2024. Normal behavior here, nothing to see.
Yeah imma delete my brokerage and come back in a month, MU better be in the green
Bro really compared the #1 company on the planet to MU 😂
MU hits 700 or 1,000 first?
Everyone said that about buying MU this week
I can’t believe MU and SNDK still ended the day red after that crazy pump
Hmm last Friday when I said bad thing about MU I got downvoted, this week I got upvoted. Interesting.
MU has been allergic to green for 10 days
I’m way more excited about sky Hynix than MU, but maybe because I already made a little money on MU.
buy the dip at ndx 28k, avoid memory except MU. get the fuk out if AAPL closes mkt cap > NVDA. thank you for your attention to this matter!
Fuck it I'm doubling down on MU monday
All of the “it’s cyclical” bears keep ignoring that MU’s management (and probably other companies) have changed to long term contracts that have customers locked in. There will always be cyclicality in every industry but this is way more stable than in past. And demand is as good as one could ever dream of. And the “valuations don’t matter” bears are nuts too. In the short term casino, sure. But in the medium to long term, the stock market consistently follows earnings.
Just checked MU and holy fuck, I timed the top almost perfectly
Once again, the last 5 minutes candle on MU makes it look like we’re in for rough Monday.
Yes and no. Meta has a ai data center up running mostly in idle mode with huge capacity servers sitting there. Companies just learned AI did not really make the job easier. Human analyze data collected still have make decisions. That means they need put more human on payroll not to take out. If so Capex for future to spend in 2027 and later then needs to be adjusted. Is it well said that $20/ month AI subscription, Meta can immediately find 100M subscribers x 12 month x $20/ month= $24B cost of a data center invested in its first year? There are 330M US internet users. I don't think so. There needs to be a return from paid subscription that is essential to pay for this kind of massive spending. AI race with China comes later. If it takes just 1-2 year to cover the cost of 1-gw ai power center of say $25B is one thing. If it take many years to payback knowing the equipment do not have much life then there is not such an urgency to get these servers lined up now. I think power the data center adding grid get approval will take much longer. It may be they have to build more power plants that will take \~10 years to fulfill the old schedule first. How many stand alone module power plants are running today? Ha. If there is really a crunch, must bring more data centers online now. I do not see why another oversea solid state memory source will not enter US market. Making memory chips are relatively easier than modern stackable ics. Taiwan, Japan all have other companies currently busy making ics. The NAND flash storage modules themselves rely on much older, mature, and cost-effective node sizes, typically around 20-28 nm. Yields below 300 layers are fairly high. At 200 layers it is like 80-90% not 50%. It is those state of the art 3-7 nm used in the processors/GPU/accelerators that is harder to fabricate. Companies over bought parts can easily trade or sell from open market. History seems to repeat itself. I recall there was a severe crunch on Intel Pentium shortage. Buy Buy Buy Intc stock. A surprise September 2000 announcement similar to that from IBM recently. Intel admitted that its third-quarter sales would fall short of expectations, it erased almost \~$90B in market value almost overnight. OS Window 2000 was not ready people put off PC update by then we had a recession. Its stock tanked for almost 24 years. I am not advocating buying or selling MU. That is a decision reserved for investors.
MU and SNDK will be up 10% a day each day next week right guys ?? Right !!
If MAG7 announce they will spend on Capex, we are fucked but MU and friends will get a temporary bump. IfMAG7 announce, they are going to ease up on spending, MAG7 will lose the AI race and we are fucked. MU and friends will go to the core of the earth. When OpenAI and Anthropic IPO, MAG7 will get fucked to move the cash to buy these fuckers. Are things fucked in general?
Well I can do my best to explain at the very least then. I apologize. I was up big in the morning from overnight puts, called my broker and told him to get me out at open. Tidy profit. I then watched this sub go crazy on calls so after MU went +5 I loaded up on super cheap puts at 860 then told my broker to get me out at market close not to hold over the weekend. It pays to not be doing this all on your own. Also not to get super greedy. Like I honestly think it’s highly likely MU nosedives over the weekend, but I’m not willing to risk the profit I made today.