Reddit Posts
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.
Review of last week: AI remains the main theme, but the market has become selective
Short-term SNDK options trade breakdown (earnings-driven setup)
Risked 20k on 0DTE MU calls just to break even and it worked (6/26)
WEN got the momentum. MU had strong earnings. So… what’s next? 👀
I believe an AI/semiconductor run-up to earnings strategy will yield gains
I ain’t selling until MU is 3 dollars again. Yesterday's dip don’t scared me.
I ain’t selling until MU is 2000. Today dip don’t scared me.
Imagine being the PM of that -59% position on MU
Korean markets triggered 2 circuit breakers this week, 1 after incredible MU earnings. Is this cause for concern?
Korean markets triggered 2 circuit breakers this week, 1 after incredible MU earnings. Is this cause for concern?
Korean markets 2 circuit breakers this week, 1 after incredible MU earnings. Is this cause for concern?
Why shouldn't individual stocks make up most of my portfolio if the goal is to accumulate wealth?
Tokens commodifying *increases* not decreases demand for inference and *increases* revenue for AI chip makers
MU stellar earnings = SOXX ⬇️ MSFT & AAPL bad news = MAGS ⬆️
MU pulled back today, and I’m actually more interested in seeing how it holds/supports here.
MU update – monster rally, cooling overnight
USG blocking frontier models - and the impact on compute revenue being surprisingly positive? My thesis:
Micron crushed earnings and dragged the whole chip sector green, but is this enough to save the broader tape?
Zoom the fuck out it’s a massive quantum network
Hyperscalers are implementing techniques that could compress memory usage by up to 40x
Check-in DRAM ETF popped 14% — where's the entry?
Zoom the fuck out it’s a massive quantum network
Net incomes for mega cap AI companies, including Micron, Samsung, and SK Hynix
If you could only pick one, would you buy SNDK or MU?
Top stocks hitting 52-Week Highs/Lows - June 25, 2026 📈 📉
I've made a few trades recently, and I've been using indicators to take profits at the right time
How do you guys keep falling for the same scam every time
Thanks MU and DRAM for making the comeback a reality
I started building my position in MU back in January this year.
Anyone watching CAT? What a wild ride.
Cashing out my MU calls from yesterday~26k profit! That's like punching in and punching out the same second Guys
Hey guys is anyone else experiencing this glitch on Robinhood? Is my portfolio meant to look like this?
MU options Gains +175% ($88,000) on weeklies
Micron $MU YOLO at yesterday's close ($1,090 strike call, 6/26 exp)
Pre-Market Gainers and Losers for Today (June 25, 2026) 📈 📉
Qualcomm +12% pre-market after doubling 2029 non-handset revenue target to $40B and targeting $15B in AI data center sales
Check-in ✅ 🤔 MU up 15% after earnings — still buyable?
I bought Wendys in 2021 and working here ever since...
Micron just printed $41B revenue at 84% gross margin and nobody at my office is talking about it?
Premium chicken tenders for call holders thread.
MU YOLO that is gonna be >$50k Gains in 12 hours ($1,090 calls exp Fri 6/26)
NASDAQ 100 futures just dropped as after-hours trading closed
Why is MU forward P/E so low and AMDs so high?
MU earnings beat and now its sitting at VWAP after giving back some gains heres my take
Micron earnings strength + current semiconductor exposure in my portfolio
Micron (MU) earnings really changed the mood in my portfolio
Mentions
MU and corn down pls, everything else can skyrocket.
Looking by the comments, regards didn’t learn from the Space X IPO. Puts on MU, and DRAM.
MU has basically just been 2 weeks straight of lower highs and lower lows since earnings day. Makes 0 sense.
because MU was trading in europe on friday and was up at 1050 USD at close
MU trading -3,5% on TradeGate (EU) while US futes up +3%. Futes fake n ghey confirmed.
Be careful with Dram, I'm in dram and really wished I just stayed in MU. You're over exposed to Korean degen
Wtf you doing MU, premarket is plummetting
be careful buying MU at these prices, you might not buy the top precisely enough if you buy on moderate pullbacka
Absolute cinema how they're trying to keep MU down.
Just when I want to switch my MU to dram, it outperforms MU so much. Fuck my life.
snowbunny white bois buying MU
It's been 58 days MU has not hit 1440, still stuck in Somalia.
Wouldn't it be funny if $MU announced a public offering invest in their new factory in Japan? The stock would go down to $600 in an instant and Michael Burry would be a very happy man.
ok hynix and samsung canceled eachother out today. it's up to MU to make DRAM run
they most likely crush it and we get a pump like MU's earnings, but we need it to hold and not give it all back over the next 2 sessions like MU did. with hynix ADR im feeling good about this week
👀 What to watch... How SK hynix’s ADR is priced Thursday. The ADR’s first day of trading on Friday. Whether MU holds above its recent support levels. If SK hynix has a strong debut, it could help lift the entire memory group into the following week.
But I think there's a difference between "the stock ran" and "the thesis is dead." MU went up because earnings went up: HBM mix shift, pricing power, margin expansion. That's not purely multiple expansion on flat fundamentals.
You're right that hardware is hardware and margins won't stay at these levels forever. I'm not arguing that. Where I disagree is the *timeline*. When SK/MU/Samsung say HBM is booked into 2027, that's not the same as 2018 DRAM where you had inventory piling up and spot prices collapsing in quarters. Lead times on new fab + EUV/tooling are measured in years, not months. Margins will come down when supply catches up, agreed. But "supply catches up" in HBM isn't a 2026 event. The ADR isn't Hynix begging for money because demand dried up; it's them raising capex to *meet* demand they already have contracts for. Could I be wrong? Absolutely. But "hardware is hardware" doesn't tell me *when* the turn happens, and that's the whole bet.
RNS I’m gonna go balls deep back in MU and immediately regret it by 9:45AM. When I die bury me beneath the AI Gucci store.
Yes, classical cycle always has lowest P/E at the top. The MU‘s P/E was much higher when its price was around 60. That was the ideal buying opportunity.
The structural shift in memory is real, but the chart on MU looks like it’s ready to trade sideways for a few months. HBM supply crunch and software‑like margins are multi‑year, but positioning, capex worries, and AI beta rotation can keep prices stuck while the re‑rating builds again. SK Hynix ADR is a solid catalyst, but I’d expect more choppy action before the next clear leg up.
Yes, skhynix, but you got to sell MU
You guys should buy MU puts together
well, if you are really really really inspired, you can do 10x leverage on MU on HyperLiquid :)
How the fuck are you buying options on MU
MU getting fucked in the ass again
I stopped reading after your first sentence. “The market keeps pricing memory like a normal boom and bust cycle” Bro MU went from $60 to $1000 in less than a year. The market cap has grown faster and more steep than any other semi. You are late money in a very crowded trade.
I also think SK Hynix being listed on Friday is causing it to be sold off on the Korean market big time, which then hurts MU
The reason MU gets hit is cause it's in a bunch of shit ETFs with semis and such which get sold to reduce exposure to semis and Mícron gets hit as well.
Trump account donations from Dell and MU are not deposited yet, balance reads 0
No cum. Just pure bloody red MU
Ask yourself. Genuinely. Why the FUCK would you put your money in healthcare, like JNJ, over AMD and MU? Because of FUD headlines and CNBC? Load up now and just be quiet. Some of you are hopeless man
Well MU you were supposed to do that
Sheesh semis but especially NVDA SUCK!!! Yet we are seeing breakouts in sectors like healthcare and JNJ. The rotation narrative is in effect tbh. Hoping mañana NVDA MU and RKLB pump up
I have a huge order to short MU when market opens.
Bro why is MU and SNDK dumping lmao
MU might open below 900 at this rate
Did you sell your MU yet, anon?
I picture a blow off the top for MU like the day the silver bull run reversed hard
My MU calls are cooked 😥
KOSPI just going to drive to the sky so MU can dump at market open.
Oh look [soccer player] is up and running around after sustaining what seems like a career ending knee injury. That’s a miracle Also MU $2369
i was posting on here literally 15 hours a day, for 5 days straight begging people to get out of MU and other memory crap, I was doing it for them, for the people
MU bulls were warned on Friday to get out.
The MU pump is getting pounded into the dirt faster than I can take a piss and flush the toilet
Told you suckers to buy MU on the pullback
Lmfaoo MU bols are so angry
Can we cut the shit - MU doesn't belong anywhere over $600. Over $1000 is a joke
Full port MU puts, sell at noon, full port MU calls, sell at close, retire
MU is going to dump to 800 at open
Like 90% of WSB is up to their tits in MU bro. You aren’t early
Could easily see MU below $800 at open
I can’t decide if I love MU more than I hate MSFT. I’m long MSFT.
The whole fucking market is suffering because of Sandy dick and MU 🤬🤬🤬 fuck these two stocks
Bears got off their WEN shift and are shitposting. MU up 5% tomorrow. SPY up .5%. Fact KOSPI and NIKKEI pumped Friday and are holding well makes me confident.
Kind of funny how MU bagholders were acting like they guaranteed had a + 10% day today
It’s Gon Be Bad, MU bagHODLers 😬
MU needs to crack 1,000 again. Over sold
MU red by open. Get fukt MUtards.
MU just going to keep drilling I guess. Eat dicks Korea
LUL MU bulls shitting their pants it’s on the verge of red
theta gang is so ez just wait for SNDK or MU to drop 20% in any given week and just sell OTM CSP on it
I have MU too, balls deep in margin lol
Enjoy being poor. I’ll look you up when MU is back at a couple hundred or less
Do I think MU will be fixed this week? Not particularly...
If you didn’t buy MU at 975 you hate money
DRAM and MU spiking just to go down to the same price by eow..
***How to gain Karma:*** Step 1: Post positive things about MU on here LMAO
MU at $1,000: "If only it went down, I'd buy so hard" MU drops to $900: "I ain't buying this shit, lol" MU goes up to $1,000: "If only it went down, I'd buy so hard"
Wow I looked at MU puts and the chain just said: MORE BLOOD FOR THE BLOOD GOD
MU looking thick solid tight in overnight. Very well could end up near 10% tomorrow.
Don’t be surprised when MU opens red Too many bulls
So how is my portfolio looking. I shorted MU at 960 on Friday
This will never happen. Only downhill from here. I was a bull. Got in at $65. Sold at $500. The problem is margins like they’re making the last couple quarters aren’t going to last very long. I’ve heard a couple years, but I think much less. Korean and Chinese (and even MU) are expanding capacity and it’s going to drive the margins down hard. It’s going to be a hard fall. Take profits
Where was this thesis when MU was 80$?
Big dick MU and SNDK have earning like reactions on a weekly basis LMAO
Pls MU pls pls pls I need my money back
https://preview.redd.it/91rxpuwt5ibh1.jpeg?width=1284&format=pjpg&auto=webp&s=30a8a318a6e4c3d0d20dc77ef195badeea40add5 MU and Intel
Michael Burry deez buts, MU $1,700
MU immediately mooning above Michael burry’s short entry… he should’ve stayed quiet lmfao
Hey guys so about my MU short If you could be so kind and sell off all your MU shit
Im already up $5000 in MU and Sand dick in last few hours
Bers thought some stupid lawsuit would stop MU 🐮
MU & SNDK are the Batman & Robin of crushing ber dreams
MU opens well above $1,000 right?
I may actually exchange my MU shares for SKHY SKHY market share > Samsung + MU
Need MU to give me back my money from Wednesday and Thursday!
I wasn't paying attention to MU this year, so I missed the opportunity. Now I'm hoping it drops further so I can build a position—then, of course, I'd like to see it recover. I'm not rooting for anyone to lose money. Over the past five weeks I've sold a lot of positions using stop limits to protect my gains. You can't time the market, but at this stage I'd rather lock in profits than risk giving them back. Ironically, everything I sold (META, MSFT, GOOG—all in my IRA) has continued higher. You can't complain about gains... but I still do. 😂 I now have more cash than ever parked in SWVXX, and I'm trying to figure out when to deploy it. I don't want to miss a major rally, but I also don't want to buy before a bigger pullback. I get that If everyone knew the answer, we'd all be rich, so I'm doing as much research as I can. I even considered buying 1,000 shares of MU, but that's a big allocation and gives me pause. How much lower do you think MU could realistically go? Congrats to everyone who bought at lower prices. My biggest investing win was BAC—I bought around $5, sold at $41 after about 12 years, reinvested the dividends along the way, and turned a $100K investment into roughly an $800K gain.