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
Agreed I think this was a good buying opportunity for those who missed the run up on MU
What price did you guys buy back in for MU and SNDK? I was too early on SNDK and bought back in at $642, but I held out for MU and bought a call right around $370. Looking good for tomorrow!
POET, PATH, NBIS, GOOG, MU, THM, ASM, CVX, TMC I never ask my clients to judge me on my winners, I ask them to judge me on my losers, because I have so few!
The selloff of MU today was idiotic. Def buying the dip.
Bullish for Semiconductors like MU
MU, AVGO, TSM, WDC, SNDK are the obvious plays again with that capex.
How? I binned $500K of GOOGL at $348 and full ported MU an hour ago.
MU is grossly undervalued after today, excellent call
Splitting $40k into SNDK and MU over the next few days. Wish me luck
$185B in capex this year for GOOG is what I saw, and a nice chunk should flow right into the likes of SNDK and MU.
No doubt they did, but I was talking about their comments on capex in AI. It looks like GOOG will spend $185B on AI this year. That's where the revenue for SNDK and MU will come from. On another note, QCOM stating that they memory shortage negatively affected its forecast. That means the shortage is affecting other companies and should result in some pricing power for MU and SNDK as well as Samsung, SK, WDC, and STX.
GOOGL dumped @ $348 and full ported MU as that capex is going somewhere. Wish me luck : )
SNDK & MU doing the birdman hand rub
MU or SNDK better for memory & storage plays?
All these high cap ex companies are just putting money into the hands of MU & other memory players
I hope it does. I sold MU last week and waiting to buy again.
Hey everyone I bought MU and Sand Dick so it’s tanking tomorrow. Get your puts as soon as the market opens before MU goes to $200 and Sand Dick goes to $300
APLD, NBIS, SNDK MU, WDC, Coreweave? Idk every thing the AI light touches should go up. Iren, COHERENT can’t remember its ticker
GOOG earnings was solely to pump MU
I need SNAP to do that parobolic shit after getting slept on for years. Give me some SNDK shit, or SMCI January 2024 shit, or MU shit. Some PLTR shit, some HOOD shit. Some CVNA shit. Time for that SNAP shot.
Back into the memory/storage trade with MU and SNDK still at single digit PE's.
Sammeee i was down 2k today thanks to SNDK and MU. Pleaseeee go back up
Yep, but I could’ve maybe made more, to offset some of the losses/lost gains on my AMD 210, 230 calls/MU 420 calls/RDDT shares.
How much is MU, STX, and WDC up tmr. Mag 7 in a CapEx arms race with no signs of slowing down
Google capex means more money for memory makers. I sold my MU position at 375 today at a huge loss cuz it was drilling to low 360s. And now that shit is up to 395 after hours. This market is being manipulated.
Sold my MU 370c for 1k profit right before close because I was too scared to hold
Big CapEx means Google is spending a lot of money in AI investment, They need parts from AVGO, MU etc. Broadcomm (AVGO) is similar to Nvidia as in they are selling shovels in a gold rush
He dip was bought, AVGO, SNDK, WDC, MU
Bought the MU dip today am i cooked?
yesterday I told my friend to buy MU calls he full ported 500c 2/20 he was down 70% today LMAO
That why ARM/QCOM are ranking in AH while SNDK AND MU are mooning.
MU, AVGO, TSMC, SNDK for the obvious. And many less known companies which I would need to look for.
Semis are crashing because of profit erosion from high memory costs. Translation: BUY MU/SNDK
MU will be 470 by end of this month
SNDK UP 8% so far MU UP 8% so far Shorts about to get squeezed
holyyyyy.... MU and SNDK gonna benefit so much
MU gonna open 500 tomorrow. if u didnt buy a call today you are regarded
MU produces both so who cares LMAO🤌
With Google capex numbers I estimate $16.6B in memory+storage-shaped equipment. Very bullish for MU and WD/Seagate.
GOOG capex just made me more confident in my MU position
I averaged down my MU calls and now I hold 20 450c's at a 0.73 average. If I can simply break even on it after the ads pounding I took today I will be happy.
Ok so the move is to go all in on MU got it.
Should have removed my stop loss on MU
I sold this morning to buy MU calls
#Chip stocks like AVGO and MU pumping because Google will buy more chips LMAO🤌
I need MU and SNDK to pump plz :)
I just need a 10% pump on MU. completely normal right? someone post the hotline.
Literally, they’ll get told in the MU earnings.
#Google will have to buy more memory to store all those AI slop YouTube videos people upload. Calls on MU LMAO🤌
if you don't buy MU cuz you are scared I get it but if you are selling MU, you are just fucking retarded
A high capex from GOOG is bullish for MU and SNDK
Wish I could’ve bought MU calls today when it was $365 but my cash still has to settle 😔
goog spending $7 bajillion is capex is so BULLISH for MU
imagine not buying every MU dip from here until another +100%
Depends on his time frame. I took the time to add more MU and SNDK to my positions. Added more after GOOG's report showing capex increasing too. Looks like everyone needs memory like hotcakes right now.
MU now at 393 holy shit
If you’re not buying MU and SNDK at open what are you doing
MU +2.5% NVDA +2% AMD SNDK +1.5% AVGO +6% Cause of Google massive capex increase
MU +2.5% NVDA +2% AMD SNDK +1.5% AVGO +6% QCOM on the other hand... is SNAP out already btw?
Holy shit MU pumping, opening 400+
#Bought the dip in MU and AMD. Locked and loaded for more drilling. LMAO🤌
#Imagine not buying the dip in MU LMAO🤌
I see. I love both & WDC as well just for exposure to the whole memory play, but SNDK having such a small float (139M shares), trading at 3.2x sales vs MU @ 12.6x, very good guidance for Q1 & Q2, 62% YoY rev growth, 20% margin growth YoY, etc.
Curious as to why more bullish for MU than SNDK? Genuine question.
Me neither but the sentiment still stands. Especially bullish for MU.
Anybody here piled into MU 370 3/20 calls?
Picked up MU 370 calls 3/20. Did I fuck up?
Hey guys, I just bought the MU dip, so this is probably the last time we see MU above $400
MU, EOSE and TTI Wait I think I’m only down 3k now yippee
A lot of the stocks I’ve been shorting (quantum, nuclear) are now significantly below their 200 day and I don’t know how much juice left to squeeze. Any names outside of MU/SNDK that people think are overvalued?
That’s not a bad trade, and even better if expired after MU’s earning report.
MU has hit an higher volume today already than yesterday if this is not the bottom, I don't know what to tell you, SPY600 eow in that case
MU is priced for 2027 and you retards think this memory shit will keep going up. Lmao
MU has 41 minutes to make up $40, let's do this!!!!
If you're *just* starting new positions in AI/tech-based stocks, I would maybe just loosely keep an eye on things during February, which is always a bit of a bunk month for markets. You can't go wrong with your regular ol' blue chips (e.g. APPL, MSFT, GOOG, AMZN), but things like NVDA, AMD, AVGO, etc. you might wanna see where the dust settles. Don't get me wrong - all fantastic companies, but they tend to shake out retail pretty quickly due to volatility. I can't really speak on MU, SNDK, or others because, as you can probably tell, I'm pretty tech-heavy as is lol.
Is MU done, or we coming back
Balls tingled. I bought MU call. Immediately stock goes -$5 right after
Damn, I bought some 400c 2DTE MU lottos because a random guy with a "legally blind" flair made a comment. I'm up 80% already, wtf, I should've full ported 😭
MU is entirely up to your risk tolerance. It's already shot up *massively*, and is currently suffering from a 10% drop because all of its current pricing is purely based off of memory shortage speculation. I don't think it's a "bad" stock, but anyone gambling with it and clamoring that it's "100% going to be the next NVDA" is playing with fire. Considering it was trading at half its volume just a couple months ago, it's personally hard for me to consider making a position when it's already popped.
If MU goes disgustingly green for the rest of the week I might be able to close at -50%… tragic
MU doing a limp wristed V
So excited for MU to finish over 450 tmr
MU if you cut my losses in half I will do something nice for the world please
Any of these following worth picking up at this point? MU? ARM? SMCI?
MU and SNDK going to PUMP!
Damn I guess I should have picked more MU at 365