Reddit Posts
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?
Caught a $7k day on $MU during the downturn, bear markets aren't all doom
Is the memory trade dead? I'm buying SNDK and DRAM etf
AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building
How come DUV lithography hurt SNDK the most?
China’s CXMT Surges 466% in Asia’s Largest IPO of 2026
MU bouncing off $800 or fakeout? The chart says be patient
Could AI Efficiency Become a Headwind for Micron?
21 M, just passed 200k, I have the #1 fastest growing portfolio on Wealthsimple in the last year and #4 for all time (Gold, MU, SpaceX -2X)
SK Hynix earnings dropping soon, but the real question is whether the LTAs hold up
Micron (MU): the full file — the numbers, the owners, and what the filings actually show
Micron (MU): the full file — the numbers, the owners, and what the filings actually show
Finally green on $MU after holding through the worst of it
MU earnings week and the market's still pricing in a soft landing. Feels off.
When is the appropriate time to give up on DRAM? 💀
AI is printing money for semis but won't fix the deficit. The market is pricing this wrong imo.
Memory is the greatest opportunity in years
Who’s getting absolutely dog shitted on today? 🙋♂️
Theory on real reason AI and Space are crashing
Sob im in MU 30% discount. 20 pe, 30bill in cash
Uhhh guys? Which one of you caused this? Ok who was it guys? Buying the dip rn.
MU finally stopped the bleeding. Been a rough ride but recovered the losses
$12.74 -> $10 million day 1. Bought 0.014 MU
Which on of you MU-bagholder's home is this?:
What should I do with my MU calls?
Crazy 2 minute spike in semiconductor stocks
Reddit's 2026 Stock Picks: What actually performed?
You're not a True Regard until the casino itself is concerned for you
IBM's crash is a bullish signal - for the semiconductor industry
19.1K > 65.8K > 11K on semiconductors
How Far Will the Chip Stock Fall Go?
AI enhanced MU analysis and DD after todays drop.
Reason for Δ between SKHY (+26%) vs MU (5%)?
The algos are loading the boat on crypto derivatives while everyone else is crying about their worthless MU calls. IBIT July 31 $39.50s. 🚀
Yahoo Finance definitely knows something
$MU keeps showing up on my radar, anyone else watching this closely?
2nd Large Tech Selloff we had this past few weeks. What are you buying?
TECHs are Down, which dip are you buying?
We need Spcx to rally to 200 and MU to 1100
MU call $1100, bought at round 1000, exp sept 18
SKHynix --- If it pulls back and touches the EMA250, that would mean a 60% retracement from the high
Micron's entire bull narrative for the past year was only US listed AI memory stock now SK Hynix just listed on Friday
SK Hynix opened 14% above IPO price Friday, Micron is up 200% this year,seems like memory trade still has legs.
I’m still holding storage names, and Monday might get interesting with SKHY
The next memory trade is still the memory trade (receipts from one year ago included)
SKHYV brought attention back to storage, but SNDK is what I’m really watching
SUNB - MU CHADS WHO ARE NOW DROWNING IN TENDIES: STOP YOLOING MEMES AND LISTEN UP. SUNBELT RENTALS JUST IPO'D AND IS PRIMED TO FUCKING PRINT
Are semiconductor shares still a good investment, or too much growth is already priced in?
Semiconductors semi-conducted me into wealth. 💾⚡”
A warning on how a stock hobby can progress
Mentions
**BanBet Created** ▼ | **Record:** 4W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MU** | $760.89 (below) | $818.16 | -7.0% | 23h 60m |
Believe it or not, MU balls
Not a lot of people know about MU
Thanks, now MU will pump 50% next week
Shorted PLTR and a couple of semi stocks. Long MU and POWL. I never sweat big index moves anymore.
MU 910 plz SK Hynix 160 plz Plz and thank u
For some reason he assumed I don’t own MU when I in fact do lol. https://preview.redd.it/as3eahyop0hh1.jpeg?width=1290&format=pjpg&auto=webp&s=bbbbfe1f7476f58b753e66df7c8645891a9fa201
Why is MU going to pump
Why is the ticker MU anyway? There’s no U in Micron Technology Matrix overlords messed up the simulation design on that one, took me out of the experience, 3/10 😠
That has too many holes in that logic. Look at the correlation to MU and KOSPI, its highly correlated. Going for MU instead of KOSPI is still going to follow the same trendline.
How’s it looking for MU?
She’s a 10 but pronounces MU like mew
MU but you're pronouncing it like Moo
I’ve been buying SOXL weekly puts and calls to hedge my MU October long calls. Even in a single session it goes way up and then way down and repeats. Just sell it when it’s in the green. Buy the opposite and wait.
Calls on PLTR, SNDK, MP materials. Related industries good too. NOW, MU, DRAM, USAR
The portfolio is locked and loaded and ready to deploy against SNDK and MU at levels of financial irresponsibility not seen since 2021. Despite this, the market has requested one final dip before liftoff so the perimeters of my average cost can be improved. Based on this request, I have agreed to delay the all-in buy by approximately 17 minutes after market opening, subject to being able to secure a better entry. This would include the immediate, complete, and total destruction of my remaining cash balance, and an end to my emotional stability. My broker joins me in this commitment. Get to work, market makers, and get it DONE. THANK YOU FOR YOUR ATTENTION TO THIS MATTER. - President of Buying the Top
I’m literally all in on SKHY and MU, good luck
My dad has been in the market since practically the day he turned 18 in the late 60s, so he’s been through everything and nothing has shaken him. He prefers to stay patient and buy when there’s blood in the streets. Even the dot com crash couldn’t shake his faith in tech. His defensive stocks he picked up in the aftermath of the GFC, because he figured if we’re going to have a functioning economy we’ll need national banks and industrials like CAT. I doubt he’s added since. They’re really not his thing. But he has let them run ever since. He got into mega cap tech long before they were the Mag7, several from IPO, and has been doubling down on them ever since. He does like to get a piece of all the highest profile IPOs. They’re not all winners but sometimes they become the GOOG we know today. AAPL he started buying a year or so before the GFC because my sister wanted a Mac for college, and that surprised him. He asked his niece and she said all the kids want Macs, so he figured there’s something there. He’s owned a MU and LRCX since the GFC. I don’t know why he chose those specifically, but he has added to them since. I know he was a buyer during the Covid crash. In addition to shares, he also likes leap calls two years out when price is weak, and he pauses new calls when the market feels toppy to him. Mostly tech but not exclusively. I randomly called him once and he was talking about WMT calls. He doesn’t catch every top or take advantage of every bottom. But he has the kind of patience that many investors today lack. I look at MU and see cycle after cycle of disappointment before a parabolic run. He says, “It just kept moving higher so why would I sell?”
MU makes HBM (only 3 manufactures - SK, Samsung, and Micron) SNDK makes mostly commodity DRAM
$MU A very big tranche of spaceX float close to $200B will be released for sale on August 6th which will inject a lot of liquidity into the market. I’m certain this money will go into memory stocks as they are dead cheap in the bigger picture considering the scale of AI buildout. Pretty sure we will see a huge rally into ATH for micron in August. With macro getting good the tailwinds are getting stronger and stronger. Don’t miss out.
Well… idk how much further down my MU leaps can go but I guess ima bout to find out.
Nah MU is basically never dropping below 800 again. Its basically a psychological barrier at 800.
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MU** | $940.88 (above) | $818.16 | +15.0% | Aug 9, 3:45 PM |
Micron does this…. the last year has shown, it will stay down irrationally, and then go up out of no where … then you trim and de-risk, take profits, and it keeps going up and up and won’t stop going up…. and your eyes pop out of your head…. MU is a strange trade…. think it’s a wall street favorite because of the volatility…. but it’s very undervalued in my opinion…. so i stay till i realize my convictions. Also happened this year because of "TurboQuant"
Everyone betting on MU going 15-30% up next week's. Imma buy puts.
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MU** | $1022.70 (above) | $818.16 | +25.0% | Aug 16, 3:27 PM |
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MU** | $965.43 (above) | $818.16 | +18.0% | Aug 9, 3:26 PM |
MU sliding down to 700 guaranteed
I need MU to hit 1000 Monday
Cows go Moo... Bulls go MU....
So what year is MU getting back to $1000? This is really fucking annoying having to waste time because a whale hunted a degen manager
Monday: MU🔻 SNDK🔻 SPY📈
Is this good for MU stock?
This was no mistake. Whoever held the put understood perfectly what they were doing and made money on it. MU was down after hours below the 717.5 strike, to almost 705. If the put holder exercised after hours, he sold the stock at 717.5. If he then bought the stock back, he profited. He took a put that would have expired worthless and made money on it. The one who didn't understand was the OP who sold the put just before the close. He took much more risk than he thought he was taking, as he had the risk of MU falling up to the exercise cutoff time of 530pm et.
Why MU tanking? I thought it was going to print now
It's either gonna pull a Samsung or an MU. Despite the recent drop, it might pump before earnings and then dump on earnings?
I did 6k selling MSFT, MU and BE puts last week, although I have 98k in stocks.
What is MU going to do Monday?
What news? Lower costs? That’s good for MU?
Is yesterday’s gpt news good for MU?
MU does earnings in September, it'll be too late for you
Should I buy more IREN or more MU/SNDK? 🤔
Need dram to hit 60 or near by Friday or else imma lose the house💔 Sandick and MU earnings don’t fail me
Idk why OP was confused, unless they don’t know how options work? Option holders typically have until 5:30 PM EST to make a decision. Looking at the chart, MU was on a downward trajectory during AH and fell to a low of $705.04 at 5:16 PM. By 5:30, it had slightly rebounded back and closed at $716.00. Mystery solved.
Is there a reason you haven’t done MU?
MU will recover regard. Its far from over
Yeah, i got banned at MU after a long time bashing the bubble. Told them well >1000 to gtfo I think they hired a stormtrooper to kick all the bears out
Honestly don't understand why people are downvoting this. MU, Hynix, and Samsung can't just price gouge hyperscalers for the rest of time. Their profit margins are insane and it is not sustainable. We already have projections that this shortage will probably be over by 2028. The demand for memory won't suddenly disappear, but their margins will diminish. There is absolutely no reason that institutions should just wait until the bad news hits, they'll want to get out while retail is still struck with euphoria.
Bruh MU's PE got down to like 5, with a backlog 18 months long! This is not the dotcom crash nothing even close. This is a manufactured panic, and you're falling for it. Gottem!
Look on the bright side, MU regards are still holding At least you got out before the stock completely implodes
We are gonna get +10% On MU Monday Followed by a 15% gap down Tuesday
Plus MU has more float that SNDK which means harder to manipulate. SNDK is just a shit show now and I also want to get out.
>The trade-off is that you need to buy your own memory and your own chips in order to use this open source AI in your own house You don't. This is DELL, HPE, and SMCI entire business but if you've paid attention to their earnings, their margins are getting squeezed by micron & the gang, and they aren't able to pass the cost to the customer. Server makers will jump ship the moment they are able to and your MU will be cooked
OP need you guys to be his exit liquidity. So I will be tripling down on my MU puts now.
You mentioned you spent Friday day trading Coinbase, Tesla, QCOM, Avgo, and MU to flip that 6k into 13.5k. How did you do that?? Just options and selling that day?? Or buying the stock and getting in and out??
MUU 2x leveraged MU. Sndk and amd has earning next week.
MU will do a dead memory bull bounce
MU gets to buy back stock later in the year after 12 months from when the chips act hits. MU is undervalued at 823
Let me get out of MU and DRAM this week and we shall pump it.
I regret not selling MU when it hit 1k+
I bought MU at 70 bucks during the tariff crash sold at like 140 then was telling people why MU is no longer a good buy on r/stocks 😂
I hope you and your unceasing comments on MU will get downvoted to oblivion, bot.
That was not an MU dead cat bounce
MU going to pump lower costs are good
No MU to zero fuking chips
Is MU going to pump on new gpt news?
Is that good or bad for MU
What? You think MU is going to go down even more?
Why is MU going to pump from this? Is it coz DeepSeek use them heavily?
This is good for MU right? Monday pump?
LOWER COMPUTE COSTS ARE GOOD FOR MU RIGHT? Monday pump?
As a former ghey ber on MU/sandisk when it went up since 1q earnings, 2q earnings are showing massive ROI on capex spend and I think it’s just getting started. Why the fuck isn’t memory blasting off, we have confirmation that not only is capex necessary it’s fucking working. And mag 7 can be run bone dry with no humans needed
Now if this could happen for me for my -80% MU 980 call 8/5. Down 56k and it’ll be worse come Monday morning prob☠️
Maan it's been 89 days now, I'm in Somalia, MU never hit 1330 I got liquidated.. There is no way out, I have a new venture here in Somalia, looking for 4 strong and daring men. Must be willing and able
Micron is my favorite name at the moment, but it's not for the faint of heart. high vol, high risk. Currently, the stock is pricing in a >70% crash to memory prices. That could happen, and historically has happened. But after I looked into the capex plans of memory makers, the schedule of wafer additions, I bet it doesn't happen for at least another year if not 2-3. Moreover, HBM prices/volume is being locked. My base case is that memory prices fall by 40-50% sometime after 2027 and even then MU is worth 1500-2k. TSM looks attractive to me as well and I recently bought, but obv if ASML increases their prices that will be at least marginally negative to all the companies buying their equipment.
Too many memory bers, SNDK MU +100% next week
Currently my weekend broker has MU at 814 and SNDK at 1196
Should I go with MU or sndk this week
Btw, MU gonna drop real bad on Monday, so stay the fk away from it
All we know for sure is MU dropping real bad because I have calls on it