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
Started 2025 with $40k. Bought $10k worth of MU call leaps in January. Bought $5k in SPY puts the day before liberation day. By April 8th my account was around $80k. I sold my MU puts for a loss around the same time because I was convinced the tariffs would destroy the economy and didn’t anticipate the TACO trade. Essentially I kept buying monthly SPY puts until my account went to zero. My MU calls expire this month and as of today they would be worth $240k if I held onto them instead of sold them. My account should have been worth $300k if I just held onto to my initial positions. Ending account value: $3.81 (-99.99%)
I pulled out of my riskier equities as Greenland, Iran, and just general economy not being too healthy. Not touching my SPY port in my 401k. Made good gains from stuff like MU, OKLO, CRWV, and NBIS and took profit
Hopefully this is going to be the last week that MU will ever be below 350! 🙏🏻🙏🏻🙏🏻🧿
He didn't think past old news. He likely hates AI. Likely can't think objectively. Likely has no idea what he's talking about. Likely just an agitator. don't own SanDisk but do own MU. [https://youtu.be/on2JqWLszkk?si=M3D\_3ts2rqks45l0](https://youtu.be/on2JqWLszkk?si=M3D_3ts2rqks45l0)
It will crash and MU will take over
I just bought MU right before close. Am I regarded
Everyone loaded up on MU? We will 🚀10% tomorrow. The ship has been fully refueled with Venezuela oil.
MU popping off tomorrow would be nice
The chart is beautiful. Sleeper in the memory chip group. Look at MU etc
Need MSTR to go up in a straight line like MU.
I think the memory market is still underserved. MU and SNDK are not my suggestions-they will certainly do well, but are not the undervalued play since they're some of the few manufacturers. My vote is PSTG. The service they provide and the market requires based on AI investment in storage is uniquely served by them. They optimize storage by 5x, utilizing less energy for more space. They are service based, and that service should gain major premium as the shortage from SNDK and MU continues. They're buying back nearly a billion dollars in shares. I'm up 140% on my options bought last week as they hit a recent low. Bought shares to extend my holding. That and ASTS, NOW, AMPX, IREN.
AMD, SNDK, NVDIA, WDC UP but MU down… WTF
What are people's thoughts on FORM? Looks like a company that makes test equipment for semiconductor manufacturers. Just hit ATHs. Next MU?
MU SNDK run is done. AMD INTC now.
AMD and INTC will run, just like MU and SNDK did. CPU shortage!!!
>KeyBanc noted that Intel, which was assigned a $60 price target, is **“largely sold out in server CPU in 2026,”** with hyperscalers driving demand so strongly that the company is considering “a 10–15% ASP increase.” INTC is the new MU. Change my mind.
Loaded up on MU n 627 0dte qqq. Let's pump 💪
MU, META and Adobe wrecking me hard
Why is MU shitting the bed
MU 345 call jan 16, should i have hope? Or GG
You must be in a different tax bracket than the rest of us to consider MU a penny stock.
That is true GLD is an ETF on Gold. As per YouTube, one could invest in companies that mine GDX. What do you actually research to figure out what can benefit with gold going up? I’ve seen people mention to buy MU because they benefit with Nvidia rising
MU hitting ATH then dumping 1% is so on brand
Wait until CPU shortage narrative hits for INTC. See MU for memory shortage.
this was one of the nicest option trades I have seen. Tough to think MU would go back up like that.
Fuck you MU a day late and a dollar too short
**2. AMD - HOLD (Neutral)** | Metric | Value | Analysis | |:--|:--|:--| | Market Cap | $330B | | | YTD Return | +68.4% | Strong, but trailing NVDA | | P/E | 99.9x | **Expensive** | | Forward PEG | 0.75x (est) | 25% discount to sector, but still pricey | | ROE | 5.6% | **Weak** for a growth stock | | Analyst Rating | Buy (47 of 69) | Consensus positive | **Your Thesis:** Lisa Su is a legend, and MI300X is NVDA's only credible competitor. But... AMD trades at 100x P/E with 5.6% ROE. That's a lot of hope priced in. **Risk:** If MI300X doesn't steal meaningful share from NVDA, stock tanks. **Verdict:** **HOLD.** I love Lisa Su too, but valuation is rich. Wait for -15% pullback. --- **3. ALL (Allstate) - VALUE PLAY** | Metric | Value | Analysis | |:--|:--|:--| | Market Cap | $56B | | | YTD Return | +10.5% | Steady | | P/E | 6.7x | **Cheap** | | ROE | 35.3% | Excellent | | Analyst Rating | Buy (22 of 42) | Positive | **Your Thesis Confirmed:** P&C insurance is defensive + rate hikes = higher investment income. 200% YoY growth sounds like an acquisition or one-time event (not organic). Verify in 10-K. **Risk:** Climate risk (hurricanes, wildfires) could spike claims. **Verdict:** **BUY.** Cheap defensive play with 35% ROE. Good for portfolio balance. --- **4. INCY (Incyte) - BUY** | Metric | Value | Analysis | |:--|:--|:--| | Market Cap | $21B | | | YTD Return | +53.7% | Strong | | P/E | 17.6x | **Cheap for biotech** | | ROE | 29.8% | Healthy | | Analyst Rating | Buy (24 of 43) | Positive | **Your Thesis Confirmed:** Jakafi is mature, but pipeline (blood cancers, dermatology) is diversifying. Low debt, insider buybacks, 30% ROE = quality compounder. **Risk:** Patent cliffs. Jakafi loses exclusivity 2027 (US), 2029 (EU). Pipeline must deliver. **Verdict:** **BUY more.** At P/E 17.6x with 30% ROE, this is a steal if pipeline works. --- **5. B (Barrick Gold) - CONTRARIAN BUY** | Metric | Value | Analysis | |:--|:--|:--| | Market Cap | $82B | | | YTD Return | **+199%** | Huge move | | P/E | 22.7x | Reasonable for gold miner | | ROE | 14.5% | Decent | | Dividend Yield | 1.1% | Bonus | **Your Thesis:** Gold up 35% in 2024 (to $2,650/oz), but B is up 200%. Some of this is catch-up (miners lag gold), but momentum is strong. Copper exposure (30% of revenue) adds diversification. **Risk:** Gold peaked? If we get a Trump "strong dollar" policy, gold could correct 15-20%. **Verdict:** **HOLD (trim 25%).** Take profits, keep core position. Gold is overbought short-term. --- **Portfolio Allocation (if $10k):** - **MU:** 30% ($3k) - High conviction - **INCY:** 25% ($2.5k) - Value + growth - **ALL:** 20% ($2k) - Defensive - **B:** 15% ($1.5k) - Commodity hedge (trimmed) - **AMD:** 10% ($1k) - Speculative (wait for dip) **Bull:** Diversified across tech, healthcare, financials, commodities **Bear:** Heavy on semiconductors (MU + AMD = 40%) - if AI crashes, portfolio hurts Solid list. I'd rank: **MU > INCY > ALL > B > AMD** (on current valuation).
Solid watchlist—mix of growth (MU, AMD), value (ALL, INCY), and commodities (B). Let's rate each with data: **1. MU (Micron Technology) - STRONG BUY** | Metric | Value | Analysis | |:--|:--|:--| | Market Cap | $386B | | | YTD Return | **+295%** | Massive momentum | | P/E (TTM) | 32.6x | vs sector median 1.66x forward PEG | | Forward PEG | 0.20x | **Screaming cheap** for growth | | ROE | 22.4% | Healthy | | Analyst Rating | Buy (54 of 67) | Strong consensus | **Your Thesis Confirmed:** HBM3E dominance (80% market share vs Samsung/Hynix) + AI demand = multi-year tailwind. Yes, it's near 52-week highs, but forward PEG of 0.20x is insane for a semiconductor in an AI super-cycle. **Risk:** Cyclical business. If AI demand slows (2026?), memory prices crash. **Verdict:** **BUY on any -10% dip.** This is a 3-5 year hold.
To be honest, i also don't understand why MU is "underperforming" compared to SanDisk. The only reason I can imagine that normal people cannot distinguish NAND between RAM and SSDs and everyone know SanDisk because they have an sd-card or usb-stick from them but never heard of Micron.
MU and sndk now in the target raising circle jerk phase. Everyday an analyst raises their price target only because the previous target has been surpassed only because of the rally caused by a price target rise by another analyst.
why $INTC going to the moon? Also MU flat/redish is sus
Dont trip, MU will be 400 EOW.
$MU!!!!! Im up 171% on my shares
CAT, WDC, MU, SNDK, and SLV so far
I honestly think you're epically fucked. You bought this play on gut and prior experience, didn't you? You doubt AI don't you? Every memory chip maker is sold out for a year. All manufacturers can't get capacity added until into 2027. The AI super cycle is expected to last until 2030. GPU growth is slated to continue for 4 years or more. YOU CAN'T HAVE GPUS WITHOUT HBM! When NVDA dumps, that's when you sell MU. I don't hope you fail, but it's all but guaranteed.
Short MU based on principles 😤
MRNA, NFLX, NVDA, AMD, AMZN, APPL, MU, META. Total meme stocks.
Buy Mar or June calls 10% OTM for Micron MU and SLV. And hold it. Don't freak out until you hit your goal. I think you can 100% them both at least. Sell before the last month so theta doesn't cook off your gains. Don't do weeklies.
Seeking Alpha paid for itself 100x over within like 3 months by giving me well-written and comprehensive articles that convinced me to go heavy into MU. Everybody is a hater nowadays.
I got in Googl when it was at 165 so that's cool. At least one stonk I didn't choke on like MU at 80 or NVDA at 90.
MU, GOOG, RDDT in that order.
lol, I bought MU at $85.00 - but I also sold it at $130. FML
Out of memory stocks. MU is down while WDC & STX grew 5% today? What gives?
MU is also worth nearly 8x more than SNDK
Crazy theta day on MU, is somebody actually controlling the intraday price, how is it perfectly like a sideways wave
MU not doing the thing but TSM Is saving my ass.
I started shorting MU, I might be retarded.
In retrospect today probably wasn’t the day to get back into week long MU calls. I’m gonna hold till .00 the true regard way nevertheless
Curse you MU! How dare you go red. You are only supposed to go up!
Why is MU barely moving today?
How much more do we think MU has in the tank?
The top is in boys This 5 year old kid asked his mom to buy him MU shares for his birthday
MU is literally just stuck in a fucking range wtf
MU is about to announce a increase in price. I work in their finance department
Here some of my favourite stocks for this year: \- MU because of the current (and upcoming) chip shortage \- PGY for the potential of AI applied to financial services \- LC for the aggressive market strategy in the banking sector (also supported by the BlackRock MoU) \- ZETA for the huge potential of AI-powered marketing services \- AMPX for the strong moat in the high-performance batteries sector (520 Wh/kg is quite an achievement) \- BKSY for the nice moat: high-freq. high-res. satellite imagery (Gen-3 sats successfully deployed) Just my ideas, feel free to comment and please do your own due diligence before picking any of them ;)
I should buy MU calls but dipshit will probably open his dumbass mouth again
MU is set to break $400 this week.
What strike should I buy on my MU calls
See my response to the other comment. It’s a risky play, but I honestly am tired of everyone promoting stocks that have already seen fat run-ups (RKLB, NDIS, MU, ONDS, etc.). I like my micro-cap opportunities instead, ha.
Jpow haters more regarded than MU bers
I'd recommend a company with solid fundamentals that your kid has already heard of, maybe like AAPL or GOOG. If you bought them something they've never heard of like MU or NVDA they wouldn't care about it as much.
Anyone else considering a straddle play on $MU? Maybe even $RDDT?
I’m shorting MU tomorrow for sure maybe SMH
Calls on MU and ASTS right at open tomorrow. See you regards then. Gnite
So $MU and $SNDK are still the plays it seems
which stock to full port into weeklies? deciding between GOOG, ONDS, MU, ASTS, or maybe NBIS
You all retards talking about some pos stock instead of full porting in MU and SNDK
Think it will run more than the memory/storage stocks? MU had a 250% gain last year iirc, and the shortage is expected to only worsen this year.
How much debt is added to MU before the first $ of profit?
MU gonna rip again this week, the mega factory is breaking ground this friday with Trump admin officials expected to be present. the biggest fab on US soil estimated to be about $100B.
MU very short term. NVD for 1-2 years.
Why do you think MU have 'first in class dominance' of HBM? This is coming from someone that owns SK Hynix.
Data center growth? Look at STX, WD, SNDK, MU. Source: I’m in the industry.
It's only January. We have plenty of time to ride these stocks up before anyone realizes there is a supply and demand issue, non-existant money, or delays in building manufacturing facilities. That's like....... a Q3 problem. $MU to the moon!
There’s news that NVIDIA’s Rubin mass production is being delayed, and if the target is 13 Gbps, HBM4 for MU also seems unlikely to be ready even by Q3 https://www.tomshardware.com/tech-industry/hbm4-mass-production-delayed-as-nvidia-pushes-memory-specs-higher?utm_source=chatgpt.com
I bought a $MU debit call spread a week ago
Nvda, MU, AVGO, ARM, VRT, MRVL, MSFT, GOOGL, AMZN, META
Bought MU on to the next one?