Reddit Posts
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
If market takes a shit wishlist — what prices are you betting your house on ?
Yolo-ed my life savings on MU and SNDK at close yesterday
If Trump can run the free world and make 1,000 trades in July you can secretly second-mortgage the house and YOLO $MU. Believe in yourself
Burry is now underwater on all his MU positions
Mentions
Ok and..?? A dumbass analyst also put a $3,000 price target on MU. Doesn’t mean shit. 💯🫡🤨
So in short, memory stocks go up? MU to the muun?
soooooo.... what are the moves? i'm thinking short MU
Today I learned that deep ITM covered calls can be rejected by the option holder AH. Thanks MU for inexplicably going down the same amount you went up today
I will post [a teeny tiny screenshot](https://ibb.co/wh5dG1CL) to show you how adorable your comment seems to me. The rest you can figure out from my flair. I was ranting about how everyone should buy it a few years before I dove into MU.
MU will be green tomorrow and you bears will be cucked
They still need memory for TPU, so not MU.
Should I buy MU for tomorrow evening
MU will certainly follow up this 6% rally with a strong -6% dump for no reason. Classic MU
Hope not, curious if MU dumps too
MU about to give it all back, crazy
Sooooo annoyed that I didn't sell MU. I thought it would pump on goog earning
I made $120 in 2 days trading MU soooooo who’s the real winner here?
Damn shouldn’t have panic closed those MU 965 covered calls…
So Google is going to spend even more money in 2027 and somehow their suppliers like MU etc. drop? Make it make sense.
Who else bought MU we might actually win for once 💀
MU casually losing 40 billion overnight.....
Totally agree. How the LITE board even agreed to go into talks is a mystery to me. High margins, sold out through early 2029, demand visibility. And on top off this it is even right before their "inflection point". They would basicly be selling the next MU for pennies. And no MRVL cannot afford this deal, they would have to dilute their shares about 70% for there just to be a little bit of premium for LITE shareholders. LITE isnt the type off company that gets aqquired but is a "MOAT", this whole situation is regarded to me. And no i dont think that it will go through, but i do appreciate the attention it brings to the optical sectors, especially after a huge correction in the sector.
SKHY Carrying the Memory sector Hard right now... MU and SM will break their back, SNDK can't miss
MU about to kiss the triple digits goodbye forever
Actually, we didn't even hit the previous low on MU or SNDK, which is honestly a great sign. I really want to grab some SNDK, but with earnings coming up tomorrow, I just hope the stock doesn't completely fly before I finally get my act together and make a move
What is this? KOSPI IS NOT COSPI and saving MU?
Really hoping MU stays up tonight.
Yup. Puts on MU, NVDA, and the neoclouds
MU gonna break 1k after Samsung earnings or already priced in with the run this week? Hoping for the former of course! Yeeeeeeee!
MU to go up tomorrow or nah
Why MU/SNDK down 2%. MSFT is up 4.5%
So why are MU and SOXX tanking if hyperscalers like GOOG are spending record amounts? Makes zero sense. Market is irrational af right now.
Bro if you think Mitch McConnell is a hottie you will fucking short MU tomorrow
MU and DRAM down after hours
memory and AI is going to rip faces ..mag7 down ..software down...incoming ...spy needs to be near ATH..what do markets do go to AI ...MU pump incoming..sndk earnings the trigger..get in dont miss out....
GOOG is trying to get its PE lower than MU
I still can't believe MU hit 990 and stopped. Biggest tease I've experienced since high school.
capex reduction is not true..infact the opposite ..listen to the calls and proof is MU V'ing rn
When people think of AI they think of NVIDIA. It’s the number one AI related stock. Then MU and SNDK. Despite the fact they are semis/memory. They are considered AI stocks. Much more than google.
In the case of ASML, I dont think any of its customers are even close to being at risk of folding. TSMC, SAMSUNG, HYNIX, INTEL( this is the small one) The memory space? That gets dicey and where you might see some customers fold. MU is pretty broad in its customer base they got burned by apple once and have wised up since.
I promise you it's a lot more diversified and boring than you're imagining. I only have 10% in semi's (NVDA & MU) and I've already taken profits.
Risk is lower than buying MU or SNDK. TAN and ICLN had been getting alot of DP prints, so worth a shot.
Someone chime in - what sent MU down $30 after hours?
Rn just stupid tech shit 180-250 days out ITM or maybe just OTM. AMD, NBIS, MU, ASTS, classic idiot stuff.
My MU puts are starting to look like a good choice
why exactly sandisk and MU also down 2%
almost bought $MU 1000 calls for Friday going into the close bullet: dodged
it will be google options for breakfast, MU and some wendys for lunch tomorrow
Google so dogshit it’s dragging down MU god damnit
MU almost 1k again. This is fun.
MU 1000 after Google earnings. BET
ASML: More customers than product - Deep long standing relationships with said customers. Really not trying to screw any of them over. TSMC: Leader of using ASML's gear and getting the most out of it. They too have been taxed to the max and have chosen to cap deliveries and prices while re-utliziing existing capacity in creative ways. MU/Samsung: bent every customer over and gave it to them - this is the give and take of the memory space but this is stupid. MU is set up pretty well cause they locked some stupid customers into existing contracts. Most of these are big players (ford) using older tech. They don't have many options. Samsung stuck it to Apple (and their own phone division too) - Theres gonna be reckoning for that, I suspect that Samsung display division is going to pay the price on the other side due to the emerging folding screen debacle.
MU and NBIS up bigly
MU must have had a 990 sell wall of hell LMAO
you missed today's flow, here's the 6 most unusual trades from the session 🚨 >$META Dec 800P: $52 MILLION+ of puts >$MU calls: $11.4M in the first 10 minutes, led by a $6.7M Jan '27 550C block. Call Wall now moved to 1000 >$QQQ: $11M in Nov 715C + Mar '27 805C >$TSM Dec 440C: 7 call sweeps worth $6.1M >$AMGN Jan '28 420C: $4M opening call orders >$TSLA Nov 380C/400C: $19M+ call stack this morning
if you aint watching MU get tf out!!
Ok MU now do this 3 more times
**BanBet Won** — /u/maschin1982 (2W - 2L, 50%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $914.28 → $987.42 | +8.0% | 6d 21h | Won |
MU cycle theorist in shambles
Tried to buy 100x 10/28 MU 970 calls yesterday for .67 a pop but Chase denied me mid-week options. F U CHASE
oh boy, on the spot here...well, I would say SNDK should be above 3500 per share. MU should be above 3k per share. But, they are still being given a massive discount, because everybody and their dog think memory is going to be a cycle like it always has. I think they are wrong, and the market, sooner or later, will figure this out.
after sk hynix numbers it is really a crime MU is below 1000. ATH is deserved at this point..i hope the big players catch up fast ...the smart ones know what im talking about..
MU is about to drop, right?
I call BS. MU is still undervalued. Watch it go up by another 30% in 3 months.
**BanBet Lost** — /u/mighty_sys_admin (1W - 12L, 8%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▼ | $971.88 → $962.16 | -1.0% | 1h | Lost |
MU don't be a bitch and go to 1K
Fak. Getting gapped on the MU 990 covered calls….
Dumping MU, buying META, ORCL
$MU +5% when I have no position, -7% when I do. Love/hate this hoe 👿😍
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **MU** ▼ | $962.16 (below) | $971.88 | $969.56 | -1.0% | 30 minutes | | **Record** | 1W - 11L | 8% | - | - | - |
I just saw the chart of MU overlayed with the chart of ARKK. That is enough to make m e feel nauseous.
Just in case this isn't rhetorical. No they are different in the way cash was flowing. Cisco's problem was vendor financing since they lent their costumers' money to buy their own equipment and then considered the financed sale revenue. Currently for MU and I'll assume for SK too they have multi-year agreements in which some of the costumers' have already placed deposits. So the money is flowing the other way. They are not the same beast, but orders can be canceled either way or costumers' can come short on funds to fulfill debt or contracts and require renegotiation (which can show up in guidances). One thing I'll point out though is that internet infrastructure has a far longer lifespan than GPUs or HBM.
Just bought 3 contracts MU 1000$ calls EXP 10/30, and I regarded, find out soon coming up at 2:30
0DTE TSLA calls, MU calls, SPY calls This is financial advice
**BanBet Created** ▼ | **Record:** 1W - 11L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MU** | $962.16 (below) | $971.88 | -1.0% | 1h |
Man look at MU how bullish its
After paper handing MU calls Monday, I'm full porting GOOG Dec calls and deleting the app for a month
MU 995 or 935? What is the play?
Hynix up 13%. MU: best I can do is 3.50🤣
Seems like a no brainer to buy this MU dip
are u all on x50 leverage MU?
MU getting assaulted by Drill Team Six. What do they know that we don't?
WOW MU DROPPED 4 DOLLAR OH MY GOD. THis chat lol