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
We’re probably going into a correction or bear market. The SP 500 has barely moved this year and most of the MAG 7 is down. The only stocks that are up are mainly memory stocks, SNDK, MU and SOXL etf.
$MU is the last of the AI express elevators still in service this year. Hop on.
i hope the MU earnings run up gets freaky
It’s going down… like -20% at a minimum when deep seek v4 is released. MU in particular is going to get hit the hardest
MU flat. You gave me a heart attack.
Holy volume on MU and NVDA at close
Jensen said $NVDA is $MU’s largest customer When gigapump?
#I thought there was a massive memory shortage. Yet MU died. LMAO🤌
$SNDK up $15 $MU down $15
When SNDK dips, MU dips more When SNDK rips, MU rips less Pretty much the last month or so
I wonder if MU is going to dip to $400 again
Imagine owning SNDK instead of MU
NVDA is flat over the last week and month? Every single tech company has tanked on good earnings. Now the overvalued companies are consumer staples or data center build out suppliers (think CAT, MU, LITE)
Imagine owning MU over SNDK
Imagine being the bloke selling MU for $401 today
Jane street, citron, etc etc. all manipulating in broad daylight. MU, SNDK, WDC to infinity
Calls near $680 and puts at $690 But tbh it's not worth the risks imo, just play other things. MU has very nice predictable patterns
When i look: MU $435->$405 When i look away: MU recovers from $405->$420 I look again: instantly dumps $2
especially nvda.. it will be anotehr MU soon
Boss just mentioned SNDK and MU and how a million dollar server is delayed by a year. Calls!
Saas dip buying propaganda failed lol back to MU
I mean if you’re that sure it’ll go down, sounds like you should short or buy a put right? Another option is to sell a cc, not without risk but you can get large premiums with an expiration date that lets you get the reduced tax rate. The middle ground is to sell some of the position and diversify. But to say sell everything without a plan is wild too. He should consider diversifying, selling everything is just as dumb as holding everything. I say that as a person who’s also made a chunk on MU and plan to hold until there are signs of RAM supply catching up.
Nvidia is entering a "digestion" phase. Growth investors rotate out, while value investors will eventually rotate in. 1. Moderating Growth & Physical Bottlenecks NVIDIA's revenue growth has peaked (down from 200%+ to a still-strong but lower double-digit rate). This isn't a failure; it’s the Law of Large Numbers. Hardware faces structural limits—capital, credit, and physical infrastructure (power/cooling)—that software doesn't. We are moving from a frantic "land grab" to a measured build-out phase. 2. Strategic Capital Allocation vs. Buybacks Leadership is prioritizing ecosystem equity investments over massive share repurchases. While buybacks at a 1% yield offer minimal impact, equity stakes allow NVIDIA to participate in the upside of the AI companies they supply. • The Pro: Long-term value creation by strengthening the AI stack. • The Con: These gains aren't "visible" on the balance sheet like share count reductions, leading to short-term market apathy. 3. The Base-Shift (Rotation to $MU/RAM) As NVIDIA's top-line growth "normalizes," investors are rotating into "lower-base" ecosystem plays like Micron ($MU) and RAM suppliers that still have massive catch-up potential. NVIDIA is currently in "limbo"—too expensive for traditional value investors and too "digested" for pure momentum chasers. Projections & Valuation Earnings growth will eventually force a re-rating as tough comps turn into easy comps by 2027. • Current Fair Value: $200 • EOY Price Target: $225–$250 • 2028 Math: Projected $270B EBITDA. • Bear (18x): ~$200/share • Base (22.5x): ~$250/share • Bull (27x): ~$300/share
I bought MU and TTMI this morning. Pure plays.
I refuse to look at my account that's heavy MU shares and calls.
MU chads, I was feeling good... Now I'm not feeling so good
Uk what this isnt even that bad tbh SPY $800 MU $500 Monday
I took the opportunity to buy nvda 190 185 and MU 412.5 400 calls, I may be fucked
MU puts because i dont want the memory to remember all of this
Todays a day to close the app huh Fucking MU!!
Free money swinging MU and sanddick but your monkey brain can't stop staring at the options chain 🫵🏻😂
All AI connected assets are under pressure. Check GEV, CAT, VRT, TSM, MU. Not just NVDA.
Whoever said MU was going to 400 this week was right
There is no way they waited to shake me out of an atm ASML put and OTM ASML put, 30 SPY puts and MU puts before dropping it like this... Holy shit man I hate this market so much. Shit never makes sense.
this is looking bad... the bubble might be done. I was forced out $MU. but it doesn't have any resistance at this levels based on price action.
All my names are getting gaped… NVDA, MU, GOOG, ASML Only one that isn’t is PLTR ….. oh wait, never mind, just end me.
MU-tants in shambles. Shart squeeze stock supposed to only go up!
Debating picking up MU or SMCI
The funny thing is that ALWAYS lately in pre market stocks are going up... then right after market opens everything is going down. Can someone explain me why this is going like that? It's madness... Not only NVDA. MU today was over 430. Right now? 415$. The fuck...
NBIS going up. MU going down. Dumb.
Oh wait NVDA is super low. Would that be better than MU?
MU dipping again. I wanna grab some cheaper than 420 if possible.
MU caused cancer and all the world wards apparently
Picked a bad day to get into MU, losing everything
RSI was invented before the concept of a “memory shortage” was understood by the scientific community, doesn’t really apply to MU and SNDK
Dunno, but MU earnings are probably going to be a big one in a few weeks given the spotlight on memory makers.
Holy fuck NVDA just rugpulled the market LMFAO $MU $SNDK green
$SNDK Hynix partnership $MU what the fuck are u guys doing man get in there
Need $MU to catch up to $SNDK pumps already
With €250/month, the biggest lever is a simple, repeatable process rather than trying to time dips. Decide a target allocation (e.g., % per stock/sector) and add to whatever is most underweight each month. That avoids falling = buy or rising = chase. Your holdings lean US mega-cap/semis (GOOGL, NVDA, MU, BRK) plus single name healthcare (NVO) and commodities (RIO). That’s not bad, but it’s concentrated in a few themes and currencies. Saving to buy in €500 chunks is fine if it reduces fees, but it can increase timing risk vs steady buys. The biggest uncertainty is single stock risk and sector drawdowns can last longer than expected. What’s your time horizon and risk tolerance (5+ years vs shorter)?
#88% of the PORT is NVDA, MU, SNDK, WDC, STX. What could possibly go wrong?
Just buy SNDK, WDC, STX, MU
Is MU having a stroke
MU earnings in March will reveal this shortage to last beyond 2027
That's my main idea. I have around 20k euro invested with a big part of it in USA tech. I wanted to diversifie that. Last month I had around 7k in alphabet and 9k in MU, i sold a bunch (before the dip) and i bought Berkshire and Novo Nordisk. And I think it was the right move, eventough NOVO fell a lot since I bought it. I want to have a stable and diversified portfolio. Will follow your tip and go NOVO once again. I'm fairly new to the investment scene so I trully appreciate your help.
What’s your MU prediction long term?
SNDK looking fine, hope it can drag MU along. 500 by earnings would be dope.
I’m 46% MU, 23.5% SNDK, 14% NVDA, 8% EWY, 8.5% AAOI. Today is looking like it’s my day, FUCKKKK YEAA
$SNDK has $30 +/- swings like a fucking pennystock LMAO Also, $MU to the muuuuuuunn
Traders betting markets go lower! so wrong! AI winners my op: NVDA, AVGO, AMD, OpenAI, SNDK,APP Not so much winners my op: Anthropic (lack distribution /partners/cash), MS, AMZN, GOOG, ORCL,META, MU - anyone spending - forced. We may see shift in valuations fm bottom names to top
MU doesnt want to fly
impressive, esp after the MU banbet as well
U can def hold but in the next few years supply will exceed demand , this strong price environment will go away and so will these crazy margins and revenue growth that we see. Companies like samsung and MU will continue to dominate the memory industry. San didk is like a fat friend that got some pussy when the good looking friend brought Hella bitches
Godspeed. Most of my portfolio is now MU, but it’ll be hard to say if it hits 500 by then. For both of us, I hope it does. Seems like we’ve been trading sideways the last month.
nvda, sandisk now green, MU trying to follow.
I got in on MU too. dude to be honest, I don’t actually know what they do
It is not over. Hold through MU earnings in march, sell when ready. thank me later.
I have $MU I bought 7 years ago when I first discovered WSB. It has sat in my portfolio for all these years like a fucking red headed step child. And suddenly about 6 months ago it's like the stock took off its glasses and it's been Anne Hathaway all along.
People used to say MU $69 as a far off joke… turns out we were the joke.
Yes. The profits from selling naked OTM calls on SNDK and MU have been insane. But one bad trade will loss it all, and so much more.
MU in 2023? Did you not invest alot? Your returns would have been much better than NVDA from 2023.
SNDK and MU are fucked tomorrow. Rip me.
Sold my MU today and bought some EU.
Same.. around 2023 i thought i was late to nvidia, so i just plowed my money to MU and GOOGL.. i did great but looking back 2023 was still early for AI and i would have made like i stole something if i went with nvidia.
Agreed. I don’t see this as a fundamental or market issue as much as a money issue, for now All the rockstars keep bumping into a ceiling.. MU, SNDK, NVDA.. all double peaked with a divergence (usually means the start of the end in crypto, but stonks arnet regarded). We aren’t moving until a China trade deal, war, rate cuts or other catalyst. My gut is telling me we dump soon for one reason or another though..
Ayyy MU chill daddy dont do all that
MU will go below 400 tomorrow?
Hoping to see MU crash tomorrow
Can I get one damn day where MU doesn’t drill into the Earth’s core after having a good day? It’s not possible. It’s purpose is to maintain a heart rate monitor pattern forever
APPL, TSM, NVDA, MU👍 If you plan to hold for long periods of time QQQM/SPYM > QQQ/SPY