Reddit Posts
People are obsessed with forwarded PE and other metrics. Well, look at MU and NKE. I’m telling you, Nike stock is cheap.
Nvidia's down but Micron out-earned Apple last qtr and is worth a 6th as much
Thinking about selling elf beauty stock to buy MU, Google and Nebius. What would you advise?
$MU at 3.6x forward earnings is not cheap. It is the top.
Thursday’s chip crash priced a 2028 permitting risk into 2026 earnings. Bull and bear case below
How anti-data centre are the Democrats really?
Is this actually an AI bubble burst, or just macro repricing?
WoW Forever. the real reason the ai market crashed today. just listen..
The market has gone from FOMO to FOGO: Fear of Getting Obliterated.
The Valuation Disconnect: Why are cash-rich Tech & Hardware stocks trading at half the valuation of Consumer Staples?
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Never thought my first 5 figure movement would be south but here we are
Safe to say I should’ve paid closer attention
It's even better today 😀 what a month! -$2.9m
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
Mentions
MU is a fake Chinese company. The ceo sold dick pix to Kim Jung Un
America as a short is so fucking back. Short MU it is a trash company. Everyone knows we burn trash these days.
Futures are blood red tomorrow. MU heading to $5
We’re all MU bag holders there
Not for the companies that just had the biggest sell off like SNDK, MU, AMD, WDC, STX. All the AI companies.
$MU gonna get a nice rinse
wow MU p/e ratio is 30% lower than a few weeks ago you value investors are in for a treat lmao
why should I not buy the dip on companies like GOOG MU SNDK?
If you started investing before summer 26, you are most likely holding big bags by now. All of these AI bubble talk is just as stupid as the stocks-only-go-up mantra. The charts can not lie: SOXX has been on a downtrend since June. GOOG, NVDA, AVGO are down or flat for the year. SNDK and MU created generational bagholders. Only a few interpretations are valid: - AI was obscenely mispriced - Institutions are taking retailers for a ride by marking up and down prices - AI is deflating rather than bursting - All of the above - Extra: nobody knows what the fuck they're doing The result does not change: If you are a brand new traditional investor, as in a long term long positions holder, you are getting robbed blind and there's no reason to believe it will stop anytime soon. Calls? See ya at the next massive dump Short? Here's a fake peace deal Puts? Thanks for propping price up Swinging? There is no floor, there is no ceiling Hedging with gold? Now it's beta positive Nothing matters anymore. Beat earnings? Dump. Bad news? Pump. Good news? Dump. A quintillion refined oil barrels were found in a janitor closet and promptly teleported to the titty dimension via a wormhole opened with a tesla breaking the speed of light by rolling in mid air? Somehow indexes will be flat. Consider this a rant or whatever, I don't care. What I've seen this last year defies rules, logic, rationality. I know it's a feature, don't give me the "irrational" mantra, the problem is that it's just staying irrational, everyone can tell. Stocks are just in their own volatility bubble, ready to drop like stone or schizo rocket up. The same money is just sloshing back and forth like a damned soul, looking to make a quick buck from dip buyers and fomo chasers. I'm just saying let's drop this bullshit AI bubble and AI not bubble talk, let's stop pretending there's any known rhyme or reason to whatever it is that is going on, and let's ask the right question: does it really make sense to invest (not trade, not swing, not gamble) now, at this moment? The answer for me is no.
MU being at their peak is still TBD, it could be years until there is relief on the supply side and demand might keep ripping. Rollout is still ongoing at most tech companies so demand should keep rising, especially on the agentic side. Right now we may have peaked on the generative side, although I doubt that. I think we're still super early on agentic.
god damnit ill just go buy $MU calls
I bought MU in 2022 at $74, within a year, it was down to $52. So I bought more because I believed in it. Im glad i did. Though, I buy companies I think will be around in 50 years
Just need MU to rocket 36% by Friday, thanks.
MU has to be the most aggravating stock in the market
Applovin the new MU, absolute retard strength. Market up 3%? +7% Market down 3%? +10%
Just full-ported into $MU calls
Anyone else think it's suspicious that MU is up while berk is as well?
MU puts going to print again right? 😭
so theyh said about MU lmao
I need a mega green day for $MU tomorrow
I am using today to deleverage my margin just in case this is false bounce. Deleveraged from MU and almost broke even on $BE.
lol AMD is worth more than MU right now
my avg on MU is 1200/share
Yeah ur prob right, I didn’t hear a thing about the oil markets etc so I’m just going to chill out w/ my coffee and root for MU, SNDK today ; )
I predict this week will be the biggest pump ever. Nasdaq to 30000 and and MU over 1300. Historic ATHs will be made in November and December
You know the stock market is broken when AMD is up 12% with a forward p/e of 100 and MU is up only 5% with a forward p/e of 3.5
**November 28, 2001**, Standard & **Poor's** officially announced that **Nvidia** would replace the collapsing **Enron Corporation** in the S&P 500 index, taking effect after the close of trading on that day A "stock guru" i follow on X is saying that "Jensen is running the Lou Pai Enron playbook, how to dump billions in $NVDA at the absolute peak of the AI bubble without spooking the tape or triggering an SEC/DOJ insider trading? You get a divorce judge to legally force you to liquidate the position." # is he high or right? btw, he told his followers to buy $MU at $1200 (me included)
I’ve seen this story before MU closing up .8% or even red
I held all and glad I did MU and AMD are up big!
The nerds say stocks like SNDK and MU are at the top right now because their "cyclical" whatever the fuck that is
Omg are there still people strong on SanDisk and MU?
It was 100% a crash in tech and growth. Maybe not a market wide crash if you're looking at SPY. But when Google drops 30% in a day, when Reddit, NVDA, MU, AVGO, HOOD, all the giant tech companies are down big. When all the small growth and tech is down 50% that's a crash my man. You should've been buying that dip. It was a generational buy opportunity for tech and growth. Full stop.
do yall think MU has established enough support at this level for another rise later in the day?
what is up with MU!!!!!
where do we think MU is stopping at to start going back up?
>Micron's gross margin was about 87% last qtr against 45% a yr earlier, while Apple's sits near 48%. I don't think you are viewing this data point in the correct light. NVDA magins are also more or less flat. Why is AAPL and NVDA flat margin better? Because it means they actually sold more product for their revenue and profit to increase. There is real demand and growing demand. How does MU margin go up? Their fab expansions will be coming up slowly over time. They simply increaesed prices while selling more or less same units. Sure there is some shift from lower margin product to higher margin (same as SNDK). One of these models is a classical growth business model - other is well good but questionable sustainability. I'm not the one pricing MU versus NVDA versus APPL, it is the entire market of tens or hundreds of trillions of money behind it that is.
what we thinking for MU?
TSM is considering entering because NVDA their #1 customer asked them. Smaller companies wouldnt have the luxury of asking TSM to get into the capital intensive memory sector. Just because TSM is considering doesnt mean they will actually do it. You dismissing MU/Samsung/SK Hynix moat over a rumor that may not even happen.
MU up 7% today and rising. Hot won't stop!
I just paper handed MU not too long ago, I could have also doubled my money
Hyperscalers order memory 12-18 months before actual datacenter build. Hyperscalers were buying as much as they can due to shortage. Market shortage and MU's current earnings and guidance is as per year old demand. Contracts will expire in 28 and slowdown will reflect after year of lag so it will show in 2028. Market doesn't wait for actual drop in earnings market has already started correction.
I have some $MU 11/16 737.5/742.5 call debit spreads that have just become ITM. Do y'all think I should hold?
lol imagine not buying MU 50% off ATH when they were rerunning 6 month old articles about an Oracle-Microsoft contract to keep up the FUD. This shit will be $1,200 by Christmas.
I need a +20% day ok MU to feel safe. Let's get it
MU about to go into stratosphere.......
Apple will be holding the same lvl of revenue and profits in 10 or 20 years in the foreseeable future. MU is cyclical in an industry that suffers when cycles end
MU SNDK I’m ready for the big green candle
There are rumors that TSM is considering entering memory fab market. If/when this happens, any chip designer such as an NVDA, can just go to them for one stop shop. The ironic thing is the more MU tries to price gouge, the more their customers are likely to push for alternatives. And their biggest customers are the biggest heavyweights out there, the ones most likely able ot make change if desired. Of course TSM memory fabs couldn't happen overnight. But stocks are priced for future value. If future profits are questionable, your valuation multiple takes a hit.
Lmao comparing AAPLs earnings vs MU at their peak is completely nonsense. People don't think AAPLs revenue goes off a cliff in 2 years.
I just need 10 more days like this from MU and I should be at break even 🙏
Still down 30k. Cmon MU few more % up
Micron (MU). Lord they'll rebound so hard after earnings and buy bucks anyone who sold at these levels will regret it the rest of their life
Really tempted to flex my power and buy into MU and crash it again.....
Looks like MU has peaked for today
MU 800 calls are skyrocketing 🚀
SHEEESH MU is 727? sick recovery
The next tech stock to get a massive correction will be amd and MU dont say i didnt give you a tip 😉
**BanBet Lost** — /u/Sufficient_Nose629 (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $850.88 → $1000.00 | +17.5% | 5d | Lost |
even MU at 712, nature is healing
leave SNDK and MU ALONE!!!
At $690 just buy $MU and chill
NA market: MU +1,000% over the past year
nbis sandisk MU nvidia intel, all of them were up a lot, i sold more than half and then decided to buy more last monday.. well then the -20% day happened lol
**BanBet Won** — /u/Ceyenne18 (1W - 2L, 33%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $693.17 → $700.00 | +1.0% | 4h 59m | Won |
and now memory pumps too, MU to 700 and beyond
shits so lame how everything is one trade now, BE, MU, NVDA, AVGO, NBIS. I'm not even a share holder or salty about it but why would BE sell off because of dems getting elected, that should be BULLISH for them because additional restrictions = on site power prodution = tons of contracts for them, right?
I don't think it was a bubble in the dot com bust sense, but I think there was already concerns about financing starting to dry up and the results the other day added to the worries significantly. If you're FIX/STRL/GEV/VRT etc you have had the best 2-3 years ever, but eventually the pace of data center building was going to slow. It won't stop, but it will slow and become more difficult as communities don't want them. AI has done a terrible job with PR and how did people vote? (https://www.cnbc.com/2026/11/04/data-center-ballot-measures-2026-midterm.html, "Voters rebuff data centers in every ballot measure except one during the 2026 midterms") Eventually, you have to start moving away from data center buildout beneficiaries and to AI beneificiaries. If there aren't companies that are massively benefitting from this at some point beyond semis and other various tech AI picks and shovels, at some point that's a problem. "Memory stocks like SNDK and MU are trading at single digit P/E ratios." And SNDK is still up 200% YTD. Memory is to some degree a commodity and you had companies benefitting during a total shortage. The market is forward-looking and more supply will eventually come online. Maybe the eventual new normal is a higher baseline than before, but the memory boom was never going to be a sustainable situation for years and years. IMO, people have to keep moving, re-assessing, not just sticking around in whatever the hottest segment of the AI trade is an expecting it to continue indefinitely.
Has MU ceo fucked a spy too ? Why red?
MU back at 690 Juicy bounce
Even Banbet sees MU soon at 0
**BanBet Error** — Could not get price for MU
guess who has NVDA MU and MRVL?
MU will certainly do sth funny today
What would happen if all bought a share of MU and SNDK would that be like a game store 2.0