Reddit Posts
The AI Trade is Dead, OpenAI and Anthropic undershot the moon, pressure private equity
Can someone help me understand wash sales and when I can buy again?
The Better Investment Is Often One Step Away From the Headline
Semis Are Green Again, But I’m Watching What Happens After Nvidia Earnings
Intel is the only red on the entire chip watchlist today lmao
Why did Micron (MU) crash ~7% — right after a 5% pop?
MU Micron just took a nosedive today lmao
SK hynix & memory stocks are likely to have a rough next 5 days (KOSPI 5 day leveraged trading delay for new investors)
MU Stock Slides As Netlist Patent Fight Escalates
Blame Cramer for this. He had to mention MU today and look what’s happening
Big boys have loaded up on MU, now media has gone 180 on the MU AI story
MU long term options, sold last earnings, finally starting to pay me premium
Uhm… who of you said MU was going back to $100 again?
Michael Burry Loads Up On QQQ Puts, Boosts MU Short As He Braces For ‘Larger Fall’ — Here’s What He Did To NVDA, PLTR And TSLA
Blew up my account on Friday trading MU, SNDK Options
Made $375k CAD day trading using margin in 60 days
BWB and naked put for 1x2x1x1 Net-Credit Accumulation Hedge
If You Could Only Buy One Stock Right Now, Which Would You Choose?
ONDS Short Squeeze Potential with Earnings Catalyst
Micron $MU reportedly can’t even meet half of the data center memory demand
Closed 17 MU $500 CSPs at 43% max profit ($61K realized) in 16% of the time, thanks to IV crush
Pelosi Pack + MU long calls in the Roth
Went to Wendy’s and saw my fellow WSB regards
Riddle me this: What should Micron’s lower price be?
MU IV crush this week did more work than the stock ripping to $1255 ever did
When market makes no sense trade like a degen
FOMO turned to JOMO turned to FOMO and now it is ABMO?
Duality of Man (up 48% for the week, down 48% for the month)
Michael Burry bets against rally: ‘We are near a major top, and possible a 1987-type fall’
Someone tell burry his shorts are kaput
Today i went to seoul and made a wish
Forward P/E is a bad metric to use when valuing cyclical stocks.
Forward P/E is a bad metric to use when valuing cyclical stocks.
Berkshire Hathaway Should use all their cash to buy Micron
Berkshire Hathaway Should use all their cash to buy Micron
Why is MU raising off market today almost +5%? Is it because of TRUMP TACO or whats the reason? Seem like no other explanation
Do you think recent AI selloff was mainly due to Citadel's hunt for Leopold's fund
Do you think recent AI selloff was mainly due to Citadel's hunt for Situational Awareness fund
How today's highly valued AI stocks can turn into the next IBM like turn around
Today's Top Movers Breakdown (July 31, 2026): FMC's debt reduction plan, MU riding cloud CapEx, CHRW pullback, and ALNY's bitter milestone.
Memory prices are quietly destroying demand for non-AI devices, June China smartphone shipments -17% YoY
This is the bounce that no one believes… which might be an indicator that the pump will sustain
Was SaaS Up Just Due to Shorts Unwinding?
I want you to put the word out, that we back up (SNDK/MU)
I fucking did it again, Im not learning!!!
Leopold Aschenbrenner's & Situational Awareness died for this Pay F for respects 🙏 🫡 🙌 😔
Shorting SNDK to fund the MU long, anyone else playing this pairs trade in semis?
MU bounced to $975 and now I'm watching for the drop. Bear case feels very much alive
Will MSFT and Samsung finally be a catalyst for SNDK and MU recovery? I think they just might.. what's your take?
SNDK or other memory stocks? Should I favor smallest P/E?
SNDK or other memory stocks? Should I favor lowest P/E?
Chasing the memory stock rally ruined my portfolio. Now I don’t know if my new portfolio will save me or make things worse
will SNDK and MU come green today after SKHY results? Probably not despite great earnings. Analysis
Anyone Notice the Inverse action of software & memory stocks?
Mentions
NVDA reports tomorrow. Yesterday tech sold off and the Dow went up. Rotation or nerves? Did some research to figure it out. Monday's tape looked odd to me. Nasdaq 100 -0.97%, Nasdaq Composite -0.76%, S&P -0.28%, but the Dow +0.26%. NVDA -3%, MU -6%, TSLA -4%, AMD -3.5%, AVGO -3%. Brent -2.35%, gold sitting near $4,700. Two reads I keep going back and forth on: Bull read: nobody actually ran for the exits. Money left the AI names and went into old-economy stuff, which is what pre-event repositioning looks like. A 3% move two days before earnings on a stock the whole market is waiting on isn't unusual. Bear read: MU being the worst of the group is the interesting part. That's the supply chain, not the headline name, and it fits the "is AI capex earning a return" question that's been hanging around for months. Gold testing a breakout doesn't scream relaxed either. NVDA's sitting between roughly $205-210 and $220-225. Feels like the print settles which read was right. Not asking whether to buy or sell. Curious what others make of the Dow diverging like that going into an NVDA report plus Jackson Hole in the same week.
Why can’t MU just go back down to 700 then pump back to ATH?
Total MU positions with short term hedges is about 143k total
Exactly MU its so good
Bro i bought MU in his max i never sell it
Fly high baby MU, you are freed now of the angry koreans
This won't be a forever war. A peace deal will be reached within 3–4 weeks, just in time for the MU earnings call next month 🎰
If MU stalls around $965 its in a downtrend
MU 10%+ day let's gooo
Need MU to thrash 1100 today
How’r my MU soldiers doing?
If you're new around here just be aware that if NVDA has really good earnings and solid forward guidance, it will drop for no reason, but everything adjacent to it (LITE, COHR, INTC, MU, etc) will pump
Love how VS has a higher multiple than MU.
Bring me back to when MU was at 1200, and everyone was saying 2000 by EOY.
Hold these $MU puts or sell that @ open
wait until January when MU can do buybacks, all of sudden they're going to re rate it.
I like MU. In December they’ll by allowed to buy back their stock and with all that cash flow… 🤯
Double top on $MU I can go to sleep happy now
its part of the ai trade bucket so if MU, SNDK, and etc all fall, AAOI will too. sympathy trade
man. MU. ur killing me pal why would i short u
I shorted MU five minutes before close I'm sorry just go back to 910 by open and I'll stop being a gay bear
Lowkey scared for my $MU puts
OK memory bols I'm officially on board with 8x MU $920 1DTE calls don't fuck me now
Only 4 stocks to buy or short: Sndk, MU, stx, wdc - after data centers come newly designed ai pc and cell/mobile
You guys make plans??? I just 0DTE YOLO MU. Kidding, I’m holding mostly commodities and have been since before the war started and all the 2026 wilding out.
I am very bullish on MU but unfortunately I hate to inform you that Cramer said some positive stuff about it today. Cramer also suggested that Situational Awareness folding was the bottom the day it happened, which seems correct now but makes me fear it wasn’t the true bottom.
MU better pump tomorrow for no reason
You think $MU open red ?
i mean MU takes up like 5% lmao
no but his entire port is SNDK and MU maybe not 120k but he said he no longer got the 1 mil so at least 90k
Should’ve bought more $MU puts… only have 3k to play with tho lol
I think MU goes to $1500 either later this year or early next year. There is no way AI trade is already over when the projections for 2029 and 2030 keeps rising.
Can you make MU go up 10% tomorrow pls
MU please just $960 tomorrow
Memory (DRAM and NAND) have become more profitable with LLMs. And they will become less profitable when cycle turns - investment, speculation and industry cycle. There are 4 companies that consitute DRAM industry - SKHY, Samsung, MU and CXMT (Chinese). And there are many NAND companies, with SNDK having 11% of the market. But SNDK pulls more capital flows than MU. It is the most leveraged AI trade, both up and down, and entirely disposable. https://preview.redd.it/51tz2rpejelh1.png?width=4400&format=png&auto=webp&s=31be670f09d7e8fc0d00562c1a50cff61c035337
it was a puts signal, i heard the cateria worker giving advice to the other one to buy MU/sndk.
u/kingmusk420 is the maker of 90% of the memes there. An enigma as hes both an MU bull and Mango Retard syncophant.
Of all the stock cult subreddits, the MU one has to be the most pathetic. Just AI slop image after AI slop image of a bunch of furries fighting (and now praying lol) to pump the stock price up
You should buy it into a good company like MU or sandisk and who actually have earnings sooner. Meta has awful growth and awful sentiment, internally a lot dont even like the ceo. The culture is toxic. Also Mu and sndk are at 5 p/e forward, theyre much much more undervalued. I gurantee you youll have better returns. I am a 2025 mu and sndk investor.
Your logic is sound, but the timing is not correct. The slow unwind of these stocks will happen when anthropic and openai start reporting q2 q3 after earnings and the decline will be seen. Before that people will just laugh at everything like this post of yours, because there is no way everything can be so rigged. Also nvidia drop might not be that strong, there simply wont be any growth, while competition amd etc will get their share of the business. SNDK and MU also not great shorts because of that. Look like now before earnings the stock adjusted from 225, even going to 200 if taking profit takes place, then the stock will go back up to 203-207, if not then it can drop a bit to that range. PLTR has gov ties. It will be propped up like Tesla and SPCX. Honestly if I were you and wanted to gamble with this sum of money Id exit all of these and short NBIS with similar dates and similar spread just lower and lower ITM puts. 50k into 1mil possible compared to the ones you have
Wash sales are matched lot by lot, so an overall profit on 8/12 can still contain losing shares. The 8/19 purchase only defers those matched losses into its cost basis; selling that replacement lot at a gain doesn't create another wash sale, though use the adjusted basis when deciding whether it was actually a gain. If you sell the current holding and want a clean reset, wait 31 days before buying MU again.
MU subreddit full of post and meme images = bearish?
Prices after the AI gap down post NVDA earnings: SNDK- $1100 MU: $750 AAOI: $69 DRAM: $43 NBIS: $72
MU is making what $500m/day right now and newer reports say compute will be stressed further into 2028-2029 Sounds bearish as f, im in bro, lets buy puts
Attention Memory Bulls-move your money to Nvda, Mrvl, and Intc. MU insiders have dumping selling shares over the past few months.
I am gonna wait patiently for MU to turn green in anticipation of kospians gamblers doing their thing. Maybe not that patiently, help
My move tomorrow? Mourn my goddamn MU calls That's the plan Fuckers
Hoping these MU calls do something for me tomorrow
sndk and MU both closed underneath the 10day, 20day, AND 50day moving averages. its not looking good out there
At 1 trillion USD, MU still swings 10% every day like a meme stock
Day 1 of selling MU at open and buying at close.
Short MU, the entire complex os going to shit
Smci was dealing with fraud and founder selling export controlled nvda products to China. MU is on the other end of the China spectrum trying to actively prevent Apple from using Chinese ram
MU puts gunna print tomorrow
Made 2.3k holding onto $MU puts overnight
**BanBet Created** ▼ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MU** | $865.41 (below) | $910.96 | -5.0% | Aug 26, 7:59 PM |
NVDA and MU puts, sell them open
**BanBet Created** ▼ | **Record:** 4W - 2L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MU** | $865.64 (below) | $911.20 | -5.0% | 23h 60m |
NBIS MU I got my money and eyes on you
Bought puts on MU as soon as I saw Jim Cramer in a Micron hard hat looking stupid, and I've been rewarded for my DD
They really pushed MU to under 5 fW PE lol
Yes please. I'm out of MU right now, but still short SNDK
Should I grab some $MU puts for tomorrow?
**BanBet Lost** — /u/Old_Traffic886 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $1012.71 → $1100.00 | +8.6% | 1w | Lost |
MU and SNDK -10% tmrrw. LMAO
Waiting for MU $750 to get back in
Thinking MU will rip up tomorrow. NVDA too.
Down 60% today. Just fullported 0DTE MU 905P. Either i’m rich or i end it all. Simple as that.
And here MU will start popping with 40 mins left in the day. Then drop again.
I am liquidating most of my positions this week. SeptemBER, potential rate hikes, midterms, oil and bonds spike, why would I hold stonks here? After NVDA earnings it's only down until MU earnings no? better risk reward in a couple months from now. Still buying some stupid undervalued tech stonks, but holding ton of cash to buy the ~~dip~~ crash \--- tho I see a decent amount of people doing this already, which means we will 100% moon September.
Give me MU at 900 EOD pls. (or below)
**BanBet Lost** — /u/BackroomGuy1 (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $1017.81 → $1250.00 | +22.8% | 1w | Lost |
Historical precedent, MU barely moves in any super large amount either to nvda past 4 earnings despite projecting more growing demand for memory.
Initially went up 10K from disciplined options scalping. Then after that I hit a grand slam on a QQQ 1DTE put that went 3x overnight for another +30K immediately. All went downhill from there when I got gaped by MU $1000 strike calls in July which went -15K right there. Then it's been nothing but revenge trading and doing dumb shit ever since. Moral of the story: do not revenge trade
So what are the chances of MU making a run?
Had to triple dip on $MU lolll
Just need SOXL to rebound before MU earnings in September and my port will be saved