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
Ah, today is the day where we are going to see the same Google releasing memory publishing MU and SNDK story multiple times.
another day another RED day for MU
This is not a huge deal. The ENTIRE MARKET is dropping. Both Samsung and SKHynix are already moving upward again. MU won't be far behind once whatever the US market is doing figures it out.
MU puts have been paying decently for past few days. Made on lot on them.
MU is gonna pump TODAY check robinhood
MU! I’m not selling! Buy buy buy!
[MU fkd](https://finance.yahoo.com/markets/stocks/articles/micron-sandisk-stocks-tumble-google-124732063.html)
MU just sold off 20 bucks after that spike, bag holders can’t catch a break
Yo estaba igual que tu. Ahora agregué WMT, LLY, PBR, DBC y CAT. Tampoco es que estén subiendo (excepto PBR), pero me siento algo más diversificado. Igual sigo teniendo MU, NVDA, GOOG, en algún momento van a rebotar
I’ve been in and out since the beginning of the year. Did amazingly well. Until now. Bought - waited too long to get out. My timing was totally off. I just kept watching it decline daily, for the past two weeks, until I just had to get out. Bought MU after results. Thinking it was way oversold. Again - got caught up. Anyway…….
The problem with retail is that 2025 put them in the habit of buy-the-dip. 2026 will take all the money away from them. People still expect NVDA at 250, MU at 500. Completely detached from reality
If you liked MU at $450 boy you'e going to love it at $350.
There was solid MU DD back then and it was glorious
THE MARKET SOLD THE ENTIRE MEMORY SECTOR ON A PAPER IT DID NOT READ. HERE IS WHAT TURBOQUANT ACTUALLY DOES VS WHAT THE MARKET THINKS IT DOES. $MU down 5.7% intraday. $WDC down 6.5%. The whole sector got hit. Let me walk through the bear case and the bull case. 1) What the market heard: Google found a way to compress memory demand by 6x. Memory companies are in trouble. Simple story, sell everything. 2) What TurboQuant actually does: It compresses KV cache to 3 bits. KV cache is one subcategory of memory used during inference only. It does not touch model weights. It does not touch training. It was tested on models up to 8B parameters only. No results on 70B+ or mixture-of-experts architectures. Production deployment is 6-12 months away minimum. 3) What the media got wrong: Financial media called it a "50% cost reduction" and "6x total memory demand reduction." The paper makes no such claim. KV cache is a fraction of total GPU memory. Compressing a fraction is not compressing the whole.
God damn u shoulda held my MU 382 PUT one more day
MU tards enjoy your 7th red day in a row
well at least google isn’t going bankrupt, MU on the other hand. . . .
If you lost your shirt on MU, SNDK, and WDC, you just bought at the top and sold at a loss. If you’re gambling like that you need to just invest in index funds.
You haven’t lost your shirt if you haven’t sold. MU and SNDK will be fine. Not much new capacity is coming in the next 2 years.
MU wakes up every morning and takes a dump.
I sold half of my NVO bag (-35% loss) to buy MU at 403 USD, just to see it burn the next day. LMAO what the fuck is wrong with me?
So why did GOOH dump when whatever they invented caused MU to dump
Decided to sell half my msft holdings and all amzn holdings and swap into MU, NVDA and TSM today. I've been bullish on msft, goog and amzn, but realised that NVDA and tsm are safer and will grow in synch with these tech giants but at a faster pace, because the reliance of growth of these tech companies has become reliant on their ai capabilities that NVDA and TSM automatically win if the tech giants win, but don't necessarily lose if one or more of the tech giants lose (the Capex is real).
GOOG didn't pop because a cool research post doesn't equal near-term revenue, but MU/SNDK get hit since the market instantly prices in lower demand for their stuff. Also Google giving it away just hands the benefit to everyone, including competitors.
Fud. Buy Micron ($MU), buy ($EWY for SK Hynix and Samsung). \#JEVONSPARADOX
TurboQuant is selling off like memory is dead. But this paper's been out since Apr 2025, and 3-bit / 4.8x KV cache compression was already a thing in 2024. Old news. RabbitQ is way cooler tbh. Bought MU yesterday.
$MU & $NVDA are at gift prices.
MU to 500. this week was just a little detour :)
MU, ORCL, RKLB and SOXL. SOXL is a semiconductor ETF. The above 4 have big upside potential moves.
#MU now has a forward P/E of 6. Soon it will have a P/E of 1 and go private. LMAO🤌
It is not " in their tests, not guaranteed everywhere", it is literally mathematically guaranteed. In a very simplistic analogy, it is not like jpeg or mp3, it is like zip. People in the field jokingly call it real world Piped Piper. That being said, I don't think it is bearish for MU, models will just use bigger context window. Could be even bullish, see Jevons paradox.
it's not a shit stock but people are really overvaluing it's low forward pe, this dump has gone beyond the scope of the macro economic factors but the mu cultists are too aped out to do any of their own DD. Plenty of growth stocks were green this week, MU is having problems outside of the Iran situation that retail hasnt figured out yet. Sadly the cultists won't listen to you, I still think it is an excellent buy but realistically there is a lot more room for it to move down before we see a meaningful bounce. I'll be keeping cash, let the MU cultists jerk themselves off about the low forward P/E it's not worth your energy
Umm did miss MU earnings last week?
Also, one reason may be that large positions are taking profit and going to cash. MU's huge run made a lot of money for those who positioned early, and right now those same players likely want a big pile of cash to do it again with a different play in thr near future.
MU has a 4x forward PE
MU and SNDK futes are red LMAO
"Current market doesn't inspire confidence" is exactly why. The only positions I'm increasing are cash equivalents and safe havens. Maybe I'll sell something I like less than MU to buy it.
It’s funny you say I’m bad at picking stocks because I’m not phased about a 7% move but then mention MU. Like MU isn’t the stock I made the gains I mentioned from. MU is literally a stock that makes those kind of moves regularly. The fat you did not even know that makes it clear that you don’t even been tracking MU lately on a regular basis.
Sandick has plenty of room to tumble. What's the difference between it and MU anyway?
Lmao P/E. Useless metric regarding MU.
glad I got out of my MU calls at the open
People much too optimistic. The gulf states have maybe $2Trillion invested in US equities with a lot of it in the AI companies including MU. They’re going to be liquidating their holdings for a long time to pay bills and patch up their economies which fell off a straight cliff but still have tens of millions of mouths to feed and pay. Even if they only sell 20% of their holdings that will still put a lot of downward pressure on stocks for long period of time. If this war ends tomorrow and vessels can start moving energy and tourists come flooding back then we might have chance to resume the AI climb but there’s far higher chance of this war or it’s recovery being prolonged for months or years. Along with non zero chance the AI bubble pops or goes through correction. If you think MU is undervalued you should trickle in. Going all in is just ignoring all the news that’s right in front of you
MU back to red. Fake 🥭 pumps officially don't work anymore. Thats insane. Boy crying wolf got called on his bluff
The eternal MU 450 and SNDK 750 baggies were made. Nobody needs ram in a recession. Back to $90 MU.
MU motherfukers thought stocks only went up lol. They also go down. Get fuked
MU and SNDK got pied piper’d by TurboQuant 💀
Listen to one of the recent invest talk podcasts he talks MU. I sold bc of it. I bought it a couple years ago and it's been a good ride. I couldve sold a few days ago but was still up 120+% I'm good to move on
Energy leads on the way up during conflict, but tech leads hardest on the way out. Every major geopolitical selloff in the last 20 years — Gulf War, 9/11, Ukraine — saw semiconductors and AI infrastructure recover fastest once the fear premium unwound. The companies building the next decade of compute don't care about oil prices long-term. I'd be watching $NVDA, $ANET, and $MU closely — all three are trading at significant discounts to analyst targets right now. The war ends, the capex cycle doesn't.
Wait. lol did you just say I don’t know stocks then actually mention MU like that stock isn’t one that makes 7% moves on the regular? lol
Got into MU today with the same reasoning. It just had stellar earnings and after the drop today its forward pe is like 7 lmao. It only has so much room to drop, and when it bounces back it’ll bounce back hard.
Real question is what pops tomorrow that will give me a 15x if I buy calls at open, I’m looking at MU but idk it seems to depressed, maybe ARM?
Yea, that's why its so silly. Ohhh. Look guys. The memory isnt needed anymore. Its all solved. MU, SK Hynix, and Samsung orders plummeted by 75%. Google up 1000%. Oh wait.
Generational wealth opportunity on MU today. Easy double up within a year
The stock chart is practically a vertical line up. Micron is a cyclical company and an excellent short. It took over 20 years for MU to regain its all-time high following the Dot Com bubble.
Mango met with head of MU. Feds should give them the intel treatment.
The stock chart is practically a vertical line up. Micron is a cyclical company and an excellent short. It took over 20 years for MU to regain its all-time high following the Dot Com bubble.
The sector is extremely pumped on ai and data center hype. MU is still about 50% above its 200 day ema, of about $235. Even in the best conditions, you’re going to see mean reversion at some point.
Holy fuck I feel like a genius selling MU yesterday @ $402 pre market.
He'll threaten them with tariffs if MU doesn't agree to appoint him as Supreme Leader.
guys remember forward PE means meeting the guidance. doubt MU is capable of meeting every single of their objectives in the midst of a global crisis
#WE DID IT, MU is the cheapest SP500 stock! https://www.marketwatch.com/story/microns-stock-falls-into-a-bear-market-and-its-now-the-cheapest-in-the-s-p-500-f90d9114?gaa_at=eafs&gaa_n=AWEtsqcBdxbtJldpadKUMaapDOt8jxL2Au9K5kuhtP88jowodH-TzbUOAEwMxKEzBYE%3D&gaa_ts=69c5b4aa&gaa_sig=Ffkh-_isbouHb504-sEWGquyyI_JIeiaGuhdcCkBVi9rEc4otqAkf5wr-ZKj-L8QqbTE0TkkDS9IfyqXLFdbHw%3D%3D
I can. First, MU is in a very cyclical business, and there’s a lot of speculation that memory prices will drop soon, like in a year or two. SK Hynix and China are building out a lot of capacity. I believe this concern is overblown. I think the macro trend looks strong for now, through 2029. But it makes it very hard to count on the good times lasting long, so no amount of earnings is much comfort if it can all disappear next year. Second, war in Iran, supply chains, blah, blah, blah, helium shortage, blah blah, you get the idea. Your guess is as good as mine on this. Lastly, Google just demonstrated a way to have AI hallucinate a lot less with 1/6 the memory. Oh noes! Nobody needs memory anymore, right? Yeah, maybe, but they said the same thing when China released DeepSeek and I don’t see these AI data centers slowing down, do you? It’s called the Jenkins paradox - things that improve efficiency actually increase demand rather than reducing it. So, there will be more need for memory, not less. The market is wrong. I’m long this one. Remind me what a dumbass I am in 3 months if this thing keeps tanking.
Sofi, MU, NVDA, AMD, etc triple beat… tank Fundamentals don’t matter, it’s all a vibe economy now
Is MU at a 3x forward pe expensive?!
MU is still strong, but not as strong as it used to be IMHO. Especially now, when we have HELIUM shortage.
When are you cool guys loading up on MU? How low will this beautiful ho go?
Unless there is a shortage of raw materials, they still can’t meet demand even now. I own a lot of MU, but I’m not so sure about it anymore.
MU bulls , assemble 😪
Decided to sell half my msft holdings and all amzn holdings and swap into MU and RDDT after the drops today. Obviously higher risk, particularly with rddt but with a far greater probability of a huge rebound compared to msft or amzn. The logic being that at the current value rddt and MU realistically can only drop another 40% max before hitting a hard value floor unless some kind of fundamental catalyst changes things. However this is unlikely and the probability of a bounce back is significantly higher. When MU and RDDT bounce back they bounce back much harder than the huge mega caps. I think now is a great opportunity to take advantage of the volatility of these stocks with some of the risk mitigated. Also, swapped a lot into NVDA and TSM I've been bullish on msft, goog and amzn, but realised that NVDA and tsm (also holding) are safer and will grow in synch with them but at a faster pace, because the reliance of growth of these tech companies is so reliant on their ai capabilities that NVDA and tsm automatically win if the tech giants win, but don't necessarily lose if the tech giants lose (the Capex is real).
Guys I sold MU, that means it’s gonna go to the moon tomorrow, your welcome
And they source most their helium from the US while Asia is getting it from Qatar and rationing. I snagged some MU today 🤷♂️
Okay so we get a relief rally tomorrow, what 1dte option 10x’s are there as the degens try to buy some up before we dump again? I’m thinking ARM has some room up and MU/SNDK are way too low but it’s a bit early for them.
Sure, but it easily can drop another 15% next week like it did this week, especially if Brent crude moves up to 115 which it probably will. so today probably isn’t the day to load up on MU.
WTF was that closing candle on MU
Sold my longer dated puts for +41% today, no open positions except a monthly MU lotto. The worst part of gambling is not having an open position but the best part of it is not getting annihilated by a tweet overnight
Good news, I sold my MSFT and MU calls earlier this month for gains. Bad news, I bought RDDT calls with the proceeds….
I made a bundle on puts today and then bought some QQQ 575C and MU 360 lotteries EOD. Figure after dumping all week there's a reasonable chance we bounce Friday if for no other reason to fuk put holders
Im looking at seagate, western digital and MU look on the charts and see how silimar they are..my alarms are set on these and some power.
Damn, SNDK and MU down 20% in just 2 days.
Spy dumping but MU pumping 2% is outrageous ( still down 6% )