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 is a better buy if you feel the need to invest in this space
should i buy a MU weekly call or spy 0DTE?
Bro lol just stack some MU, SNDK, SMH shares
Asked Gemini to create a ghey animated video for my work presentation, says it will be done in 1-2 mins, been 10 minutes. We have way more room to go with this ghey AI stuff, calls on NVDA and MU
Well tbh currently it's hard to attribute the price action to anything clearly. The whole sector corrected. This may provide a good floor to enter MU again with a stop below but we don't know if the chop goes on. When I look at some assets like TSMC or ASML all the daily chart tells me is "wtf"
From a technical perspective, I wouldn't be too aggressive with MU currently. It's up so much and the last more significant pullback was in November. Just be careful and watch. I went pretty aggressively into asml after the earnings and they retraced the entire gap up. Maybe because they didn't have a revenue surprise of 100000000% Who knows. The market can be irrational longer than you can stay solvent
You are in MU and SNDK because of if Nvidia goes up? That's a dumb plan
If Nvidia goes up, then Micron, SanDisk, Seagate, and Western Digital should go up even higher Poke holes at my logic. That's why I'm in MU & SNDK
MU and energy sector. They always win in any scenario.
MU is at a great discount right now. Very good opportunity. I know it has gone up too much YoY but their forward p/e is still low. I can easily see that stock reaching $600 this year if not more. However, sooner or later the cycle will end and it will be one hell of a violent correction. But I don’t see that happening in 2026
I mainly day trade SPX. Sprinkled in with some weeklies on Semi-conductors MU, AMD, etc. AMD were my first shares purchased in 2017 at an avg of 10.37 so I have a soft spot for it.
MU is making eat $8.42 in earnings this quarter vs over $4 last quarter no idea relative to sndk it’s 395 off a high of 455 and the quarter after that $9.42 a quarter a simple PE of 25 times $25 in earnings looking back from the next two reports is 25*25=625 625 share price. No idea why MU is at 395
Any predictions for MU next week?
Coreweave, if they can pull off their debt fueled expansion will be a beast. NBIS, NVDA, LRCX, MU, GEV, MSFT
MU went down a little because they didn’t secure a spot in NVDA’s recent announcement regarding chips. But it’s fine, since MU still has partners like Apple
Any future plays? Or current plays rn? I personally have MU calls
$MU back to $400+ next week Tech companies increasing Capex spending benefits memory stonks due to continuation of extreme shortages
IREN, AMD , MU, SKYT, CRWV, META, APLD I got more smaller positions, some that will turn out to be big winners. But these are my main holdings.
Does anyone know if the semianalysis article on MU being excludes from rubin is credible?
MU, got in heavy on the drop. The memory shortage is 5 years atleast to catch up
i dont like it, if SNDK tanks, MU tanks and google probably moves down 5%. You got too much one sided exposure
48% SNDK 40% MU 12% GOOGL, tell me this isn’t the most regarded
I think it will. Ram last many years. Once you have the capacity installed you don’t need to replace. Also Chinese competition is not sleeping and more capacity will be added. MU and SanDisc can still grow a lots but at some point it will crash very hard.
I cannot decided MU Nvidea or AVGO ?
One hot take I have is that I don't think this memory boom will sustain for as long as people are assuming. I don't think the approach NVDA/AMD/chip designers will take is to continuously stuff as much HBM in each generation as possible; there are other means to address this issue. So while I think the current run-up of MU, SNDK, WD, etc is justified, I think the assumption that they'll continue this trajectory for 2-3 years is a bit hyperbolic. It's also a shame we can't directly invest in Samsung and Hynix in the US as they are really killing it. I have a lot of conviction in AMD and Broadcom. The smartest, most driven, "god-like clout" engineer I've worked with went to TSMC. NVDA is good too but a given. A small part of my investment decisions considers the types of people these companies recruit or how desirable it is to get a job there. Conversely, the most incompetent people I've ever worked with ended up at Intel. Just personal experience. Also don't have too much insight on ai related companies outside of chip design/fab. But seems like NBIS, ANET, VRT, etc have a lot of upside.
I called MU and LRCX as this year’s winners. I’m sticking with them. I called VRT for the last two years and they’ve gone up tremendously. I have a 99% chance of being wrong like everyone else though, but when you talk about growth stocks that bring in real revenues and have a strong outlook, these fit the narrative.
MU is a great bet, on high bandwidth memory (HBM). SanDisk, WDC, and others make solid state drives (SSD) and are the companies I would avoid for reasons stated.
MU is the top gate right now to buildout data centers. If you’re not at least saying MU, then you’re not really aware of what’s going on. The margins are insane and only going up.
Disagree. MU's guided revenue for next Q is about 1/3rd NVDA's, but MU's market cap is 1/10th NVDA's. Guided gross margin for MU is 68% to NVDA's 75% so similar, and MU is growing at about 2x the rate of NVDA (MU guiding 130% YoY). This gives MU a forward P/E of ~12 to NVDA's ~22. MU is still quite a bit undervalued and could easily 2x from here.
I can vouch that the person above is right! MU chips are already sold out for 2027. MU is also building a new facility in the New York area, if I’m not wrong. I get that companies like MU, Sandisk are cyclical industries but I’m betting on them for at least the next couple of years. Memory shortage is real. That being said, I bought some MU on Thursday and Friday this week, Sandisk is still too high in my opinion.
LRCX, MU, and a little bit of SNDK for me.
Also, doesn’t their mi450 chip have more ram then Nvidia’s Rubin? If MU and all those memory stocks are going parabolic due to a shortage because hyperscalers want as much memory as they can possibly get, I think we could see some crazy demand for AMD’s MI450
You mean MU? I'm in NBIS I've been wondering if this is a potential negative in the sense massive capex spend by hyperscalers so prices of GPU, memory etc stay elevated. This makes the expansion process for NBIS datacentres more expensive and potentially waiting behind in line for GPUs Is this a wrong founded potential issue, I'm curious on another take
Don't you want to be on the other hand of AMZN and MSFT's cash donations? Between those two, I think it's over $300B in capex. NVDA's the big one, then you've got MU for memory, then the smaller ones like NBIS and IREN.
In the age of the gold rush, you can’t go wrong with buying companies selling the shovels -$TSM. Also the choking point of AI is Memory. $MU $SK Hynix and $Sandisk.
Niga wtf are you talking about. P/E isn’t some technical indicator, it’s a fundamental one. I have MU calls.
Rebought MU at $405 thinking im a genius just to watch it drop $40 more in the same day 😂😂😂
Personally I say it's a buy, and im totally not saying this because I have MU calls
This makes me feel better about my MU 410 calls
$MU is still undervalued with a forward P/E ratio of 10-14 (depending on which site you use) Diamond hands nigas
been holding my full port $MU 470 calls since it was $430. my butthole is unrecognizable right now.
I get certain tools provided by companies like Zoom can be templatized. But for any AI company, don't you need a MSFT to host? Or are you saying that the 50 companies reliant on MSFT are going away, and only 1 (Anthropic) will be their customer so they've overbuilt? Why isn't MU crashing...maybe it will, maybe it wont. Why are all the AI foundation stocks needed if only a handful will dominate? I mean is NVDA going to have a handful of customers?...then it'll be the short of a lifetime because of the momentum/popularity.
So is MU a buy or should I wait?
I’m all MU. Made 500k off it. The past 3 months.
No just buy MU and SNDK it’s free money
Between RDDT, AMD and MU, I had one hell of a week
How you determine it, by demand? If you are in MU since 2016 at least give a reason for your statement kid
NVDA basically added 1 MU today to its mkt cap LMAO
https://preview.redd.it/mwskvj8rpxhg1.png?width=2938&format=png&auto=webp&s=95ea57e8207308a31ba8eb198a0a0353c60bafdd Day like today and MU couldn’t even hit premarket high. That fucker cost me this week.
Is MU still going to $1,000 this year?
My top weekly calls for next week, not gonna hold for longer than 3 days: 1)Calls on anything that goes into a datacenter particularly 450 MU calls 2) SLV 78 calls 3)META 680 call 4)NVDA 195 call Gonna roll any profits into GOOG leaps
MU gang, anoos rested and reporting for duty! 🫡
MU I’m so sorry for ever having doubted you
CAPEX spending up by \~$150 of billions more than expected already for FY26 ergo: Buy SNDK (or MU) and NVDA (or AMD if you're stupid)
Buy the semis: MU, Samsung, NVDA, AMD, AVGO, TSM, ASML and dump the hyperscalers AMAZN, META and GOOGL, ORCL. The semis are trading on the valuation that the capex is stagnant but it is accelerating. Alphabet, Xai and OpeanAI are trying to build a God by pouring money into silicon and most of it going into semis.
Sell MU 410 strike calls before market close for about break even? Monday seems scary
Forbes on MU/Micron 12-Month Outlook Scenarios Upside Scenario (+70% / $720): Based on achieving $48 EPS in FY27 by securing a leading design win for HBM4 with a major AI chipmaker and increasing the forward P/E to 15x. Downside Scenario (-40% / $240): A "Cyclical Trough" where non-HBM demand declines and competitors saturate the market, plummeting ASPs and necessitating a return to a 10x historical P/E on mid-cycle earnings.
Avoid these like the plague. Yes, these data centers need storage, but there is no feasible system where large sets of context are rotated in and out of non-HBM memory during training and usage of LLMs. Plus SSDs have a much longer life span than HBM that is written to/from at incredible speeds. Whereas MU may not be entirely cyclical with AI, SSD storage absolutely is.
MU dropped like 30-40$ as of right now, still way overrated if you ask me, but if u are in for q quick 5% look reasonable.
Won’t be surprised if MU pumps back to 400 in next hour
Some of you aren't buying $900C for MU and it shows
MU stuck in neutral on a day where everything is ripping.
Honestly thought MU will pump today given how green we are
NVDA up more than MU...what happened to this world? This is not the market Im used too.
Eh… MU. Why u not uppies 5% at least.
generational MU buying opportunity regards
After all the fear mongering MU is gonna resume its daily bullish way.
Too much selling pressure - MMs hedging. MU will be just fine.
MU just heating up for the real pump next week
literally everyone is moving but GOOG and MU
My whole life revolves around three stocks only. AMD MU and RDDT.
I really thought MU would have pumped alot higher than this
I am sorry but if MU doesn't pump I don't trust this pump at all, especially before a weekend
$MU keep going up you good slut
the biggest winners of big tech AI capex = AVGO - chips (googl + meta) VRT - cooling MU - memory \+ energy companies to power it all
I called out earlier this week that AVGO will see a similar rise as MU/SNDK...