Reddit Posts
Is it too early for the Big Short 2.0 movie?
Buying the dip on individual stocks or adding to index funds: what's your approach to this pullback?
earnings preview for next week, mostly watching AAPL and AMD
MU YOLO: The Memory Super Cycle Is Not Peaking — It’s Broadening. 31% Upside to $1,400
MU900call successfully yielded a 272% gain
Asimov imagined the robot economy 70 years ago. Here's the AI trade everyone might be missing.
DRAM DD: I spent $500k worth of AI tokens this month
It’s been a tough year. What’s the moves for the rest of the year?
30K to invest - Oct 19 Market open
What's your take on the market, currently?
Micron takes a Saturday Night Dumps on Hyperliquid
Apparently buying the dip makes me a gambler. Thoughts on buying, logging off and checking back after a month.
Leopold biggest holdings are: MU, SNDK, Coreweave, BE
Why is market crashing again? I'm so sad.. I cannot habibi
Burry disclosed his shorts on NBIS and MU on September 22th. They are now down by 22% and 16%. Haters say what now?
Is a ETF like SCHD a good candidate in current volatile economic environment?
$META CEO Mark Zuckerberg says “memory and persistence” are next priorities for Muse Wonder as agents take on tasks that last weeks or months.
Buy Micron Tomorrow Oct 13th NewYork Session
My $8.8K HSA experiment is now worth $600K 🚀
Leopard just got liquidated by fake news again: Citadel 2: Leopard 0
MU rewards patient investors and punishes gambling addicts
MU rewards patience and punishes gambling
Markets Grinding Higher; Models are More Cautious
MU Taiwan voted 80% in favor of strike
5 AI names I’m watching Monday: $MU $RYET $APLD $BE $ORCL, from memory chips to AI software to the power grid. What are yall watching?
Midterms Nov 26 to Jan 27. Trump loses & these stocks will crater. (BTC, AI, DataCentre, Tesla, SpaceX) right?
Thanks to the guy who posted a rant about MU falling in the morning despite fantastic earnings call
Another record quarter from MU, down 2%: why estimates are not expectations
PCE came out as outlined in yesterday's write-up, MU Earnings Review and a More Bullish Q4 Setup
Leopold Aschenbrenner's fund is down on every position across his top holdings
When Theta Gang reaches WSB levels of autism. $MU $120K
Nike earnings are tomorrow and nobody seems to give a …💀
MU Beats on Q4, and Forecast for Q1 - Signficantly - Stock a bit down
$MU 1 million dollar earnings YOLO results
I'm Singlehandedly Trying to Improve the MU Earnings Calls
YOLO: MU Micron $1,080 strike 10/2 exp calls - I'm Michael Burry's Boss Now
Micron tops Q4 estimates on top and bottom line, offers strong Q1 outlook
Expectations for PCE, MU Earnings and a Dovish Williams Repricing Rates
AI Stock Crash, while AI Tech is Universal - Prediction
Made $550k in 90 days. Can't stop / won't stop 🚂
MU update – dropped to $1,054 ahead of Wednesday earnings
What is the bull case for Micron and Sandisk beyond rising AI demand?
Iran Headlines, 19 Fed Speakers and Quarter-End Flows Put SPY Under Pressure
why testing will be the next AI bottleneck industry DD - AEHR
why testing will be the next AI bottleneck industry DD - AEHR
why testing will be the next AI bottleneck DD - AEHR & INTT
why testing will be the next AI bottleneck DD - AEHR & INTT
Bought $7.2k of NVDA calls at 3:59. Wrong expiration 🤦♀️
NVDA,Bought the right play with the wrong expiration 🤦♀️
Streamer just bought 10K of MU pre earnings
Mentions
and another $MU swing completed. Thanks
More like MU (or any semi)
MU calls I bought on the dip did save my bacon
I love how my MU options magically lose 20% lmfao
I was done for today, but seriously had to rebought $MU below 860 again. literally free money
I bought MU at $70 a share and sold my entire position at $120 Now it's trading at $860
leveraged MU yesterday, sold today :) trader
I need more dump so I can get MU at 600
lol eventual MU fade after pre market this shit is cursed mu 300 eod
Im just holding my MU SKHY AMD through this dip. What else is the market going to rotate into? Nothing thats what....Ai is still the play. MM just wanted to flush out the over leveraged and scared retail.
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $879.39 (above) | $837.51 | $867.29 | +5.0% | Thu 4:33 PM ET | | **Record** | 1W - 12L | 8% | - | - | - |
MU up 4%, damn now it’s only down 15% in the last 4 days
I am done for today, re-bought MU pre 2min pre opening, and sold again. nice PnL for today
Only need $MU 20% gain today. Easy does it
Told you MU would sell off at open
Remember to buy MU puts right at open for the daily sell off
MU setting up for a period of acceleration right at open on the 5 min chart, but, like always, its probably just going to dump.
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $879.39 (above) | $837.51 | $867.16 | +5.0% | Thu 4:33 PM ET | | **Record** | 1W - 12L | 8% | - | - | - |
Short term hindsight is one of the worst ways to evaluate decisions when determining what to do in the future. You could have made more money trading 0dte MU, do you think that would have been smart at the time? It's easy to say yes once the event has already happened.
mms scambling to buy MU calls
We need a SNDK 20% day and MU 10%
Yeah MU is going to 900 today
Fuck it MU to 2000 back on the menu
I got a 100k paper trading competition acc, gonna load 30% of it on VIX puts, with about 10% on AAPL, MU, SPY and NVDA puts. Fuckin bears baby 🐻🐻🐻🌈🌈🌈
AI stocks are under pressure as Wall Street questions capex and valuations, but memory fundamentals tell a different story. DDR5 contract prices jumped 12% in October, HBM4 is tightening DRAM supply, and Bloomberg sees pricing strength into 2028. Micron (MU), Sandisk (SNDK), SK Hynix, Samsung and Kioxia remain key names to watch. US premarket is showing some life today, with Micron up around 4.5%, Sandisk 5.5% and AMD 2% ahead of tonight's results. Lattice's strong earnings and backlog into 2028 add to the bullish case. Short-term volatility, but I'm still bullish on DRAM and AI memory long term.
Writing AI stocks are under pressure as Wall Street questions capex and valuations, but memory fundamentals tell a different story. DDR5 contract prices jumped 12% in October, HBM4 is tightening DRAM supply, and Bloomberg sees pricing strength into 2028. Micron (MU), Sandisk (SNDK), SK Hynix, Samsung and Kioxia remain key names to watch. US premarket is showing some life today, with Micron up around 4.5%, Sandisk 5.5% and AMD 2% ahead of tonight's results. Lattice's strong earnings and backlog into 2028 add to the bullish case. Short-term volatility, but I'm still bullish on DRAM and AI memory long term.
rddt grows 40-60% a year, MU is like top of the cycle (I agree MU/SNDK are a buy tho) also if you look for comps of RDDT they are all insanely more expensive. PINS is like 80 PE (and their "adjusted" fwd PE doesnt even include the massive SBC lmao) and its shit (just like SNAP), twitter sold for 45B couple years ago, RDDT is 17B right now... it's super cheap for a ""social media"" that's 6th most visited website in the world
Im already ported, +- 150k in MU calls and waiting if I win or I die move under a bridge
MU is toooo strong here maybe it's the 13 billion bid
MU was good to me this morning
yesterday whole WSB hated MU, now it is cool again
Hormuz oil exports are at an all-time high, 13 billion is on the MU bid, and people are sitting around wondering what to do or what direction things go, I ran was supposed to have a nuclear bomb in pickaxe mountain that never materialized can you think about that for a second think about that for a gall darn second
MU calls saved my whole port lol
MU calls paid off bigly
$MU does not give a fuck 869
IKBR use to not showing you the pricing, now it did. I had some calls for MU that were WAY UP, dumped for cash +29,130.00
covered a bit of my crazy $MU longs
This is a long liquidation event, not a short attack. With short interest at just 2–5% across your names (and zero meaningful short interest on Samsung, SK Hynix, Kioxia), there are no bears driving this — it is institutional holders de-risking ahead of midterms. Why This Matters for Recovery Long liquidation selloffs are mechanically self-limiting: Once the de-risking wave passes, there is no residual short overhang to sustain selling pressure The midterm uncertainty clears tonight — historically the single biggest near-term catalyst for relief Lattice's earnings this afternoon provided the first fundamental counter-narrative — AI demand extending to 2028, FPGA backlog fully booked through H1 2028 Analyst conviction remains zero sell ratings on MU, SK Hynix, Samsung — the Street is not
Watch MU go back to 900 and then suddenly die again. MMs love the volatility
You could ask yourself what is driving MU, SNDK & other memory stocks to be down 25%+ in the last month.
Relevance to Your DRAM List LSCC's results are the single most important positive read-through for your DRAM portfolio this morning: AI infrastructure demand extending into 2028 directly counters the Kioxia profit warning narrative that drove yesterday's selloff FPGA attach rates above 4x per AI server implies rising memory content per system — a structural tailwind for HBM and DRAM demand The stock's +9.1% pre-market move is pulling MU (+2.0%) and SNDK (+2.7%) higher in sympathy
Apple beat and went down. MU beat and went down. GOOG missed and went down. MSFT beat and went down. SNDK? Triple beat & stock split announcement and still went down. Missing doesn’t mean shit in this market anymore.
Net Read The pre-market bounce in MU (+2.03%) and SNDK (+2.73%) is being driven by positive read-throughs from Lattice and ON Semi — both suggesting AI infrastructure demand is more durable than the Kioxia warning implied — combined with midterm relief. The Lattice result is the most important: its backlog extending to 2028 directly addresses the core bear concern (AI demand sustainability) that has been weighing on DRAM names all morning.
Here is the pre-market picture for your US DRAM names: Company Ticker Prev. Close Pre-Market Change Micron Technology MU US $833.59 $850.48 +2.03% SanDisk SNDK US $1,075.08 $1,104.45 +2.73% SK Hynix 000660 KS KRW 1,472,000 — N/A (market closed) Samsung 005930 KS KRW 229,000 — N/A (market closed) Korean markets are already closed for the day — SK Hynix closed down -5.03% and Samsung -4.15% earlier this session. What Is Driving the Pre-Market Bounce There are two clear catalysts this morning: 1. Lattice Semiconductor Beat & Raise — AI Demand Visibility Extended to 2028 Lattice Semi (LSCC) is up +10% pre-market after reporting a sizable quarterly beat with a strong Q4
MU P/E: ~11 Starbucks PE: ~45 Lmao
betting heavy on MU and GOOGL today
Imagine we all bought a share of MU and SNDK it would be like game store 2.0
MU gonna rip this week +900
I don’t understand the point of these posts. There have been a lot of them lately. “Stop thinking the sky is falling” Dude I don’t work for these companies. I invest. The market is selling off tech. NBIS is down $100/share in less than a month. LITE CRDO MU META AMD INTC What is the relevance of anything you wrote if the market keeps selling off?
No, down to one after averaging out on MU!! 😭
CXMT is likely to be first to LPDDR6. While Samsung, SK Hynix and MU are focussing on HBM 4. So no they will not get much of the ddr6 pie as they have thrown too many resources behind HMB 4.
Man I wish I’d bought that MU at sub 840, today feels like it’s gonna rip 7%
switched a bit $MU to $GOOGL, but looks like sth leaked
luckily i switched to $MU and not to $GOOGL
The daily MU Shrek in the morning
MU back to 844, ez buy yesterday
I do still put on MU lol. How abt you?
It is a Longtime Target, buy leaps and than thx MU for the money
I’m kidding! MU at 1100 “time to buy calls!” MU at 800, definitely no one buying calls.
Either MU and AMD puts are still free money or INTC was a complete pump and dump trash operation the government backed
Its over bro. Memory was over priced AF. It doesn't matter that it's the bottle neck, that isn't a fair price for SNDK or MU. Bro I used to play MU earnings when it was $80
I may just go yolo NVDA and either bag or die… MU not anything special despite a huge memory pinch in supply. Macro scene too crazy
Because MU will cease to exist in 3 years
Who tf is selling MU below 850? Absolute insanity
After 12000 strikes in Iran war, just few more days strike here and there, how big impact to market? Just to make media noise, scare market & increase volatility. All companies have strong earnings $SPY $QQQ $NVDA $MU $KLAC $TSM $AMZN $GOOG $META $MSFT Midterm & Q4 buyback time
The only MU bull I feel sorry for is the guy who does the Fox Team images. Those are at least funny and whimsical. The rest of you had 4 months and a perfect 61.8 retracement to get out and kept holding.
Ayer vendí un poco de MU y compré KO, por eso la rotación
It's a long term investment for me. Remember MU when it was 60$?
As long as MU opens green we Gucci
The memory companies bailed out of the consumer market and allowed CXMT to grow to 10% and soon to be 20% by 2027. They are screwed. CXMT will kill one of the big 3 either SK Hynix or MU once the bubble pops.
That’s why I’m nervous about MU. I know they have contracts in place for the next year or two And while I have gotten an insane profit, I don’t think I should continue to ride this wave. I bought a 225 I have 13 shares
MU well on its way to 0. First company to make 40 billion+ in profits a quarter and to have a market cap under 3 (and 1 trillion now)
Should I wait to get rid of MU when it’s it’s a long term gain or no? In December It becomes a long-term gain. Bought at 225
MU 835p went +100x today
It was long past time for MU to be plundered look at how fattened and ready for rugpulling it is since last year
Who was the “analyst” that said MU will be $3,000. I would like to have a chat. 💯🫡🤨
As soon as MU sniffs 900 I’m unloading my bags for a fat loss. Such a POS