Reddit Posts
Biden to announce Billions in Subsidies for MU, TSM to rev up chip production!
2 Catalysts to load up on $MU - Microsoft boosts minimum PC RAM Specs to 16GB and North Korea backing out of Samsung collaboration for DRAM
15K earnings play on $MU printing 🤑🤑
CRE IS DEAD - Maturing office loan payoff rate for September comes in at 11.1%
Micron Technology (MU) consolidating for something big!
The Important Stock Market News from Today - (09/27/2023)
Expected Moves: SPY, QQQ vol, VIX ETFs, Micron and more.
HELP a newbie read "Most anticipated earnings"
Anyone got Manchester United?
Can We Talk? - $NKLA, $FSR, $MU, $FFIE, $KNDI, GOEV
Do you see other chip manufacturing companies following the same path as NVDA due to open competition?
LK-99 - The Potential Revolutionary Room-Temperature Superconductor
Opened my paper trading account and made some options!
Tesla ($TSLA) And Nvidia ($NVDA) lead the charge as stocks surge: Top trends of the day
Morning Briefing 🌞 June 23rd 2023
Chinese probe into Micron seen as 'major concern,' US lobbying group says (MU)
2023-04-13 Wrinkle Brain Plays - In the style of Cookie Monster
2023-04-11 Wrinkle Brain Plays - In the style of Abraham Lincoln
$MU Strong..and I mean STRONG move after hours..and a great article points to why they ate king of the castle..
2023-03-30 Wrinkle Brain Plays - In the style of Fred Flintstone
Alphanso is rating Micron Technology (MU) a Buy with a score of 9.7/10 despite adverse Q2 results
Why is Micron Technology (MU) rated a Buy with a score of 9.7/10 despite adverse Q2 results
We need the loss porn of this YOLO ($MU shorted but now is at +6%)
2023-03-28 Wrinkle Brain Plays - In the style of Edgar Allen Poe
Cramer gives the kiss of death to LuLulemon (LULU) and Micron (MU)
Earnings week ahead: Micron, Lululemon, Carnival, RH and more (NASDAQ:MU)
Micron stock slips as Citi cuts estimates ahead of Q2 earnings (MU)
Memory chips’ price stuck in biggest drop since 2008 as demand sags
$PBTS making a list of companies that are impressive in the article linked , those companies include $MU $SOBR $MSFT $AAPL $UNH $PLTR and on and on.
2023-02-17 Wrinkle-brain Plays (Mathematically derived options plays)
Checking out artificial intelligence stocks like: $AI $MU $SOBR $PBTS or even options on $AAPL $TSLA and $NVDA great article here with some of the best: https://finance.yahoo.com/news/10-hot-tech-stocks-buy-182738480.html
Checking out artificial intelligence stocks like: $AI $MU $SOBR $PBTS or even options on $AAPL $TSLA and $NVDA great article here with some of the best: https://finance.yahoo.com/news/10-hot-tech-stocks-buy-182738480.html
Morning Briefing 🌞 Feb 15th 2023 - Made insane gains yesterday, let's see if we're right again
2023-02-09 Wrinkle-brain Plays (Mathematically derived options plays)
2023-02-07 Wrinkle-brain Plays (Mathematically derived options plays)
$MU :: Micron potentially headed back to $54 on a 61.8% retracement. Let's see!
Overhead Supply on the 1-hour chart for $MU? Pretty sure those that bought higher are now going to be looking for a way out here on Micron. $NVDA earnings and recent downgrades in the industry should prove to be enough.
2023-01-23 Wrinkle-brain Plays (Mathematically derived options plays) DD
Valuing Semiconductor manufacturers and a look at INTC, AMD, TSM and MU
Preliminary 4Q'22 Samsung sales and operating profit - Misses on all $AAPL $MU $WDC
Micron Technology $MU earnings play
2022-11-14 Wrinkle-brain Plays (Mathematically derived options plays)
I was talking to one of the Major Flash vendor, TLDR; NAND Flash is about to crash
Square Stock, Tesla Stock, Boeing Stock
Gameplan for when China invades Taiwan
Why MU is going up? Any good news?
Mohnish Pobrai is extremely overrated and is not actually a long term value investor
AMD revenue warning signals deep chip slump; shares currently down 10%
AMD revenue warning signals deep chip slump; shares currently down 10%
Micron Technologies is likely this week's earnings lottery winner.
Imagine you have to buy 1 of these 6 stocks and hold until 2040. Which one do you pick? ($META $NIO $RIVN $MU $XPEV $SPOT)
Risky Strategy: Selling and Re-Purchasing to Reduce Cost Basis During a Crash
Buying 10 stocks in one industry verse investing in an ETF?
Kathy Manning bought thousands in chip company stocks one day before voting to pass CHIPS Act
Dem Rep. Kathy Manning bought thousands in chip company stocks one day before voting to pass CHIPS Act
Today's Plan on /ES - Emini S&P 500 plus CPI is today!
After Nvidia, Micron warns on Q4 sales due to macroeconomic factors and supply chain constraints
might be done with this. MSFT calls, MA calls, MU calls.
The Chips Act and why listening to Intel beg makes it hard to invest.
Advice on the following stocks
Mentions
MU and SNDK are printing after hours. SNDK $772.8 up $62 or 8.75% MU is $412.46 up $34.82 or 9.22%. Hell yeah. Gain porn for the morning.
Honest question, how does something like LITE just 20x in a single year. Is it all just hype or is it a legit pump? Stock hasn't moved for 10 years until suddenly rocketing just now. And we're years into the AI boom so why rocket now instead of earlier? Or with MU/SNDK when data center boom was going on?
Yeah why the fuck is nq up 3 percent. Nbis amd MU which im selling call on are ripping
Noooooo MU naked call is in deep trouble
Back to being a bull 🐂 and grab some MU calls
Using prices right now - If MU opens at 403 - $30.70 so $12280 total. If NBIS opens at 125 - $18.53 so $9265 total. Beer's on you tonight. 10 bucks on $dak49db cashapp 🙃
I will when MU hits 1000, GOOGL 450 and SPY 800 next year. Not a second before then
Rolling my MU and SNDK leaps up in strikes. This is fun, printing hard since the MU lows of last couple of weeks.
MU will move like +10% tomorrow
Ripping even more in the last hour. Check out MU. I just bought $5K when it was down $10 per share. It closed down 0.18. In after hours, it's up $23.92.
My wife’s grandfather dropped like 30k into large cap high growth/high risk stocks like LITE, MRVL, MU, CLS, etc, because his son (who has had issues with gambling and coke addictions) just got into stocks a few months ago. He’s up like 50% YTD, which is honestly the worst outcome for him. He’s telling everyone how he has found a way to “ELIMINATE risk”, and when pressed on reasonings he says “big companies invest in these tickers”. Now this is all fun and games if he plans on just holding the 30k investment he put in. But now he wants to LIQUIDATE HIS 401K and put literally all of his money into these stocks. Reasoning with him isn’t working, as he stops listening when you explain there is no way to eliminate risk in the market. TL;DR - top is in. They’re about to snag the boomers life savings and then we will see the most massive rug pull in market history.
my covered calls are so fuk MU $380 CRWV $90 HOOD $70
Selling GE and MU at open and holding USO for a while
Qqq calls and XOM puts I bought last week. MU shares what colour of lambo should I get?
FFS, MU up 25 after hours! That MULL I got at 110 is looking REAL good now. No package ramen for dinner, its time to splurge on cup of noodles tonight!
Holy fuck MU,ASTS ,SPY 🦖🦅🦅🦅
Welp. Looks like I missed the dip on MU and AVGO. Fuck.
Qqq calls printing. XOM puts printing. MU shares up bigly what a day
I think I’ll sell if MU hits 400
Can’t wait for you guys to buy MU at $400 instead of 365 earlier today
That’s def valid and thank you for the take. I saw MU had 31k in 400C volume, 4/10 exp. 2 min before close and didn’t pull the trigger but it sure made me feel like things were about to rip.
SNDK and MU are both foundries stock that benefit from Samsung news, but SNDK has a much lower market cap so there's a higher chance they swing to $800 just because the % to get there is much lower compared to MU hitting $420 from $380.
Yeah I'll prob grab some SNDK although it wasn't down as bad as others I thought... I don't think it's going to $800 tonight, but MU could hit $420+
dude, at 3:58 I notice $MU 400C 4/10 had 31k volume today. that's not even a super cheap lotto ticket. Made me think that was a sign there's going to be a ceasefire.
lmao same boat... I'm sitting here trying to decide what leveraged shit I need to buy if we get a taco.. MU, TQQQ, etc.. And short USO? fuck me.
Ceasefire and MU goes back to 420+
Who’s ready for some taco Tuesday??? Spy is gonna be 670 when we wake up! Mark this!!! MU back in 400+
Reddit always gay. Forgot to close my $MU positions.
Keep buying SNDK WDC MU after seeing the Samsung report https://www.tipranks.com/news/samsung-ssnlf-shares-rise-as-jaw-dropping-800-quarterly-profit-forecast-stuns-wall-street. Memory demand is only rising l. We are no where near the peak
NVDA, whilst breaking records and having higher year over year performances, barely beat expectations and had "lackluster" quarter over quarter results, relatively. The current price tends to reflect future levels of a stock. Not sure what goes on with MU though. Samsung here beat not just year over year, but also quarter over quarter, by a huge amount over expectations. You have to remember too that Samsung is a conglomerate and does more than just memory. So these results are huge for them.
Samsung up yesterday and today off this news. MU tanked because the U.S. markets are heavily manipulated and there was a storm of retail speculative hype in the lead up to the earnings report. Made for a super juicy rug pull. Not for nothing, Samsung is also a behemoth compared to MU. MU will climb back to ATH.
MU beat on everything and still got smoked. Why would this be different?
MU face melter up to 400 EOD
Remind me what happened to Nvda and MU when they smashed earnings and expectations?
MU SNDK STX WDC + Semi's
Thanks! Can I trade MU, AMD, MSFT ? Or avoid them and go straight to SPY, SPX and QQQ?
I bought MU at open for the first time, sorry bulls
My MU calls were up 35% yesterday. Now they're down 2%. Thanks u demented piece of shit.
You gotta be extra regarded to stomach owning MU stock
Love when my MU options collapse for no fucking reason lmfao
Creating fake news needs RAM. MU calls it is
MU FSLY CRDO...if you like 💰 bby boy
MU insane strength this morning for recovery. If we get a deal today this is gone 400+
When did you buy MU and AEHR call ? What was you position size?
MU and SanDisk will hit the hardest. Too many investors over leverage buying call and using margin
MU should be doing better since we need it to record this dumb timeline.
How did you manage buy enough MU calls with 2.3K to balloon that much? What time did you buy them?
What options did you buy on MU? It did rebound but that gap up is crazy.
honestly man i respect the comeback but idk if i'd call this a win yet? like yeah you recovered to breakeven but you basically just got lucky with MU calls after bleeding for 5 months. that's not really a strategy, that's just variance swinging back in your favor lol i've been there though - chased pennystocks hard in 2021 and thought every dip was a buying opportunity. lost like 40% before i finally admitted i had no idea what i was doing. the thing that got me was realizing i was just gambling, not trading. my take? if your gonna keep doing options you gotta actually learn the greeks and position sizing. i've noticed most people who get lucky once think they've cracked the code and then get demolished the next quarter. not trying to be a dick just saying be careful with that last bit of capital. maybe take some profits if your up again instead of going all in on the next thing? what ticker are you eyeing next? 👀
MU, SNDK Memory stock should take the most hit. predict double digit down
You gotta look at volumes guys. Ppl saying today was ppl buying the dip and FOMOing. MU volume was 41,000,000 today. Thats not retail activity. Idk why wallstreet is doing what its doing but this isnt bc your buddy Jeff made a dumb purchase. And if it drops tomorrow it isnt because hes panic selling. WS is in control right now, and yes, it makes no sense IF you compare price movements with Trump tweets over the past week. Obviously they are moving based on different indicators, or possibly different information.
*At the altar at my wedding* I’m choosing MU in every lifetime 🥺
Instead of buying MU dip I was writing a bearish analysis on how the markets are cooked and it’s joever for the AI bubble. JESUS FUCKING CHRIST HAS RISEN NOW RAISE MY PORTFOLIO TO THE MOON.
If SNDK disappeared tomorrow, the shortage would be even worse and MU, SK Hynix, Samsung, and Kioxia (admittedly their fab JV with SNDK makes it hard to understand how SNDK would disappear w/o Kioxia also doing so) would be printing even more money than they do today. SNDK is maybe 16% of the WW NAND supply last I checked, and via the JV with Kioxia it's probably 33-34%, so if both disappeared together it'd be insane. The moat is that NAND is an insanely technological business and ridiculously capital-intensive. Nobody is just going to wake up tomorrow and say "hey, I want to get into the NAND business!" It's like sure, bring $100B and 5-10 years, and we'll see. That said, the YMTC threat doesn't seem huge yet, but it shouldn't be ignored. But everything I see suggests they're still behind technologically, and catching up will take both time and CapEx that means it won't be measured in weeks or months...
I am bullish on SNDK, and I understand your thesis on the importance of memory/NAND. And the shortage is significant and isn't going away for a while. But I don't see that ($2000-3000 price target). The timeframe for that to play out would be more like 2+ years out, and I don't think investors are convinced the AI build-out and the current supply/demand balance will continue to get worse long enough to push there. Analysts I'm seeing are talking about EPS going to annualized $80+ for FY27 and maybe $100+ for FY28. But given the cyclicality of memory/NAND, and how many people in the industry and investors have gotten burned by memory cycles in the past... I don't see them giving 20-30x P/E to memory stocks. Right now (depending on where you're getting earnings estimates) SNDK is 8.00 P/E to FY27 earnings, and MU is an INSANE IMHO 3.69 P/E to FY27 earnings. The analyst note posted in the r/SNDK_Stock a week ago was modeling IIRC either 10x or 11x forward earnings. But I don't see 20-30x. So unless you're modeling earnings FAR in excess of where analysts are, I'm not sure that you get to $2K+. (Full disclosure--I'm long SNDK with 31.85 avg cost basis, but due to portfolio concentration, I'm looking for an exit strategy. I've currently got covered call positions for Jul 17 at $1000 strike. Trying to get out at a place premium+gains to where I am now to be net position neutral to above where I am right now after I pay the taxes.)
I’m thinking similarly, holding shares on MU though. I like the dividend & starting to buy into the idea it’s not as cyclical as people think
nice. my two ideas today were TSLA short and MU long. 1 out of 2 is not bad...
I'm really bullish MU and SNDK but that MU selloff last Monday was so fucking brutal i can't make any sense of it and then to recover in 2 days.. wtf lol
MU will be 400 before end of week. Perhaps even by tomorrow. It’s too oversold.
Bought another MU call. It seemed like a retarded idea and that’s why I did it. Gotta throw logic out the window when Trump is president
Selling TSLA into MU is a rotation I can respect. Memory demand for AI infrastructure isn't slowing down and MU's been on a tear this year. The thing that would make me cautious on any new buys right now is this week's macro calendar. Fed minutes Wednesday, PCE Thursday, CPI Friday. That 178K jobs number from Friday hasn't been priced in yet because markets were closed. If CPI comes in hot, everything takes a hit regardless of the individual thesis. I'd be watching, not swinging big, until we get through Friday.
$70 from the $500 I recently put in. All time I'm up less tho cuz I put a lot in when the price was higher. I initially heard about MU from Reddit, did some research and concluded that it's a pretty strong stock, so I invested (a bit late unfortunately, but hopefully the growth continues)
MU SNDK buying on dips.
You’re going to need to go to the indexes if you what better fills on flies, spreads even on tickers like MU are quite wide, with butterflies now you’ve got two of those to contend with. SPX, SPY, Qs going to be a lot better
Sell my MU Apr17 420 calls?
MU could open at $400 tomorrow
Low volume ass day, closing my MU put sell, thanks regards who bought them
Sold half my MSFT around Jan then sold all my VOO few weeks ago to scrape some cash, now i am in buy mode and moved the money to four stocks EMBJ, MELI, NFLX and MU. Still got plenty cash left and I might add a bit of MSFT at these levels. The reason i am hesitant on MSFT is because I have this feeling OpenAI ipo will be a dud and will drag the entire sector with it.
I tried the butterfly position on ticker MSTR ? is that the issue - meaning MSTR it is not Illiquid enough? does MU, SMH,IBM.ARM,SNDK will behave differently?
I had 4k in cash at the time and decided to put like $500 in MU, wish I had put more in now tho
Just go all in to $MU and $NBIS https://preview.redd.it/1wxlz75vdltg1.jpeg?width=1206&format=pjpg&auto=webp&s=9877a13612009eedf7800c8c6f645e697c93f450
A few days ago, a couple of buddies of mine suggested I pick up some MU shares; however, I was away on a business trip and too busy to act on it. As a result, those friends of mine ended up making a profit of several hundred thousand.
MU bear for the rest of the week. Switched from selling naked put to naked call
What a beautiful breakout by MU