Reddit Posts
Most popular stocks review NVDA, META, MU
The "Psychology of a Market Cycle" chart, and MU stock over the last year look eerily similar.
The "Psychology of a Market Cycle" chart, and MU stock chart over the last year look eerily similar.
The "Psychology" of a Market Cycle chart, and MU stock chart over the last year look eerily similar.
Short SNDK until it drops back to triple digits
SNDK short until it drops back into the triple digits
First year trading full time. Up 83% and scared about next year.
2 Multi Baggers that I wish I had YOLOed
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
Nike stock - I was wrong in the particulars, right in the bigger picture
Built an agent that buys whatever WSB is talking about. It's down 19.2%. Got 3k upvotes on WSB before they deleted it.
I built an agent that buys whatever this sub is talking about. It's down 19.2%.
MU going below 900 today or within next week
The cheapest 0DTE contracts by volume today all expired worthless. 233,077 contracts, seven names, zero survivors.
Is the AI Capex vs. Semi decorrelation a buying op?
Alright.. serious investment question
The AI Trade is Dead, OpenAI and Anthropic undershot the moon, pressure private equity
Can someone help me understand wash sales and when I can buy again?
The Better Investment Is Often One Step Away From the Headline
Semis Are Green Again, But I’m Watching What Happens After Nvidia Earnings
Intel is the only red on the entire chip watchlist today lmao
Why did Micron (MU) crash ~7% — right after a 5% pop?
MU Micron just took a nosedive today lmao
SK hynix & memory stocks are likely to have a rough next 5 days (KOSPI 5 day leveraged trading delay for new investors)
MU Stock Slides As Netlist Patent Fight Escalates
Blame Cramer for this. He had to mention MU today and look what’s happening
Big boys have loaded up on MU, now media has gone 180 on the MU AI story
MU long term options, sold last earnings, finally starting to pay me premium
Uhm… who of you said MU was going back to $100 again?
Michael Burry Loads Up On QQQ Puts, Boosts MU Short As He Braces For ‘Larger Fall’ — Here’s What He Did To NVDA, PLTR And TSLA
Blew up my account on Friday trading MU, SNDK Options
Made $375k CAD day trading using margin in 60 days
BWB and naked put for 1x2x1x1 Net-Credit Accumulation Hedge
If You Could Only Buy One Stock Right Now, Which Would You Choose?
ONDS Short Squeeze Potential with Earnings Catalyst
Micron $MU reportedly can’t even meet half of the data center memory demand
Closed 17 MU $500 CSPs at 43% max profit ($61K realized) in 16% of the time, thanks to IV crush
Pelosi Pack + MU long calls in the Roth
Went to Wendy’s and saw my fellow WSB regards
Riddle me this: What should Micron’s lower price be?
MU IV crush this week did more work than the stock ripping to $1255 ever did
When market makes no sense trade like a degen
FOMO turned to JOMO turned to FOMO and now it is ABMO?
Duality of Man (up 48% for the week, down 48% for the month)
Michael Burry bets against rally: ‘We are near a major top, and possible a 1987-type fall’
Someone tell burry his shorts are kaput
Today i went to seoul and made a wish
Forward P/E is a bad metric to use when valuing cyclical stocks.
Forward P/E is a bad metric to use when valuing cyclical stocks.
Berkshire Hathaway Should use all their cash to buy Micron
Berkshire Hathaway Should use all their cash to buy Micron
Mentions
The post above me should be stickied Micron people - I think MU is going to tank hard either tonight or tomorrow. Max pain is 850 on barchart. I think the buying today was Market makers hedging due to the quick morning pop. As the day goes on, and they start to unwind their hedges, the price should drop. I am looking for >965 but I think it may go a lot lower. We will see...
People forgot how quick MU and SNDK RIP up, we might see $1500+ MU in a couple of weeks
MU going to be pumping into earnings
Believe it or not pump continues tmrw. MU 1200 before earnings
try looking at the MU chart, shrek dick first 10seconds into open then 0.5% range all day. It's been doing this for the last 3 weeks, glad I didn't buy any options today.
How big a percentage of your port is MU?
MU never goes down on Friday. Calls
So all those concerns you lined up are suddenly gone right? They weren’t just a convenient scape goat to explain away the manipulation? The reason MU and SNDK are back up today is because all the people who were liquidated and sold for a loss decided to all buy back in again today at the same time? It wasn’t orderflow being routed upwards to do that then right that would be too simple of an explanation instead millions of retail traders all had the same idea to buy back in today with their nonexistent funds that they lost earlier in the week
I pump yer mom into MU's earnings
Agreed. I may rotate out in a bit, but holding my MU shares at least to EOM. Seems dumb not to
Sold my MU calls and going to wait till end of tomorrow or monday open to re enter. Lot of shit can happen
Congratulations MU bulls I took profits yesterday. Fucking thing
Going to get a straddle on SPY and MU again for tomorrow. Been working well the past two days
Do you guys think MU will go up tomorrow again after a 50$ day ?
Same, I got in at close to 1.2K as I got greedy. I now average down to about 1.05K (which seems more achievable in the nearer term). Long term wise, I can't see why MU goes up eventually. 100% faith.
The Semis are what are catching a bid today. I have no idea if that will extend into tomorrow, but INTC, NVDA, and AMD all have had good looking charts. I like the look of GOOL with this pullback. MSFT is not so hot now that it seems to be losing the 20-day. AMZN is a mess. Wouldn't touch it until $235 if it were my money. I've been playing MU on and off, but I kind of hate it here. You've got about $20-$25 of upside versus $180 of downside right now based on where it's trading. AVGO is a dog's breakfast of a chart. I think I'd stay away until it can find a bottom around $315, maybe a smidge lower. If you're playing indexes, I continue to like the Qs more than the others right now. IWM and Diamonds are breaking down. Qs look a little more constructive than SPY.
Played memory stocks solidly throughout the year and then got stuck on MU’s downturn Wish I had just walked away in May
i may be the only person who lost money on MU calls today
Ya just to be clear I'm saying quite the opposite: If the shares currently reflect a 70% reduction in memory prices within 5 years, and realized selling prices only fall 50% (because of hedging), then MU is easily a $1.5-$2k stock on intrinsic value.
MU go literally anywhere that’s not 975 Jesus
MU is about to gap down
stop shorting MU bots
Need MU to either go to 1000 or drop back to 930 thanks
So I bought the MU "dip" after the recent "slow down ai" fears. It's already up significantly in a few days. There will be high volatiligy leading up to the MU earnings on 9/30, and then who knows what happens after. Torn on whether to take some profits or ride it out..
stocks like DELL, INTL, SNDK, MU, but really it’s calls
MU again giving me false hope, dont do this to me baby
These aren’t closed deals so why is this post still up? I was up 2,300% on my MU calls and holding, posted about it to share with the community as a Gain post, and was deleted? Bullshit.
MU limo dicking it the remainder of the day
My dude he knows what he is doing, except for his SPCX. His ROTH is in down because of SPCX. Almost of his gains here are from MU and the mag 6
I’d say MU is gonna chill around 975-980 rest of the day. Tomorrow might be fun
MU is about to start the next 🦵 up
How is MU still finding buyers
MU get back to 1000 you silly rascal
MU easy short, business built around taking on debt to buy btc moving up on a rate-hike? shorts free $
Sold my MU Calls premarket for a 30% loss. What have been up 250% now
**BanBet Lost** — /u/1098duc_w_the_termi (0W - 3L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▼ | $932.19 → $885.58 | -5.0% | 1d | Lost |
Jesus christ MU answering my prayers
Nice surprise from MU better not be fake
Selling CCs using MU should be illegal. Basically a money printing machine
Yeah but MU didn't do anything special - they are just price gouging. Output is more or less flat - but all the other numbers prop up (margins/revenue/profit) when you raise the price. NVDA on the other hand has maintained margin while increasing revenue and profit by selling more product. This is why you see a difference in their valuation multiple. One is viewed as an operational juggernaut. Other is just capitalizing on a hot market where there product is still viewed more or less as a commodity. In the longer term, the risk to the memory makers is development of alternative solutions, and thus the lowered multiple. Disclosure: I own both.
Fed hike 0.25 after a long time Looking housing sentiment, when all sectors of economy cooling &only AI-hype push index high, how the economy will react? 10Yr at \~5%, after 19 years If AI delay, many IPO delay, many banks struggle next $QQQ $SPY $SMH $XLK $XLF $NVDA $MU just pump dump Algo, when AI story cooling
Sandisk back to $2000 and MU back to $1100 before MU earnings on 30/9, forward p/e way to cheap🚀🚀🚀
Timed AVGO and MU bottom perfectly. Rim this ass baby
Vix calls, TLT, GLD, MU puts... bears have a full buffet to choose from.
MU back to $1000 today is not a meme
Bought the RZLV top like you did then sold it to buy MU like 2 months later. Was the best gamble of my life
Had 9/18’s same strike on my watch list but went all in on MU 945’s. Same shit lol
No. Never. This is why so unprecedented and why MU is heading to $2000 and beyond.
Trump talking about Iran negotions and meeting with middle eastern leaders, he will taco and end the war before mid terms. Good chance to grab semis cheap before MU earnings if a negiotation is made and oil craters.
MU is range bound till tuesday. The strike potential and the EPS hit that will be forever.
Can MU please just go up dawg
$MU will go 1000+ before earnings
Would like MU to go past $1000 today and a +10% AVGO day would be much appreciated. Thank you for your attention to this matter
Fuck your puts brokie. MU earnings Sept 30th sending SPY to 800 EOOctober
> you're already long this theme through NVDA, MU and CRWD No I’m not
2 weeks to MU earning swoooo
at 400 the thing that matters most isn't which of those three it is, it's what your broker charges you per trade. three positions at that size can hand a real percentage of it straight to fees before you own anything, so fewer really is better here. MSFT and SPMO also overlap more than you'd think, since MSFT is going to be a chunky weight inside the momentum fund anyway. MU is the one that will actually move your account around, in both directions.
From my friend Claude - Worth saying upfront: I'm made by Anthropic, and the entire thesis hinges on what Anthropic is worth. Take my read with that in mind. I've tried to check the claims rather than form a view. **What checks out** Most of the facts are right, which puts this above the WSB average. CEF Connect shows a share price of $34.24 against NAV of $34.30, and a 52-week range where price hit $72.87 and NAV hit $34.30. The May comparison is accurate: the stock traded at $61.66 against a NAV of $24.56, a 151% premium, and at its April 2024 peak buyers paid over 400% above the value of the underlying assets. The insider buying is real: Sohail Prasad made 3 purchases buying 56,000 shares for an estimated $1,767,343 with no sales. And the New York Times reported in late-August 2026 that an eventual IPO could value Anthropic at $2 trillion, against a Series H in May 2026 at $965 billion post-money. **Where it falls apart** **The "10% discount to NAV" is a discount to a stale number the manager produced.** CEF Connect's 8 September page lists the NAV as of 31 March 2026. Destiny's own documentation says the fund strikes a quarterly NAV, and fair value determinations are made by the adviser's valuation committee with assistance from an independent third-party valuation firm. You are not buying a discount to observable assets. You are buying a discount to the manager's own estimate of illiquid private stakes, months after the fact. **The Anthropic re-rate is mostly already in the NAV.** The $965B round closed in May. NAV went from $19.97 at the end of Q4 2025 to $34.30, and total return on NAV over 12 months is 395.66%. The markup has happened. Run the actual numbers on the post's own inputs: Anthropic at 14.4% of a $34.30 NAV is about $4.94 per share. Going from $965B to $2T adds roughly $5.30, which is where the post's "$40 NAV" comes from. But that requires the full $2T. At the more sober base case, secondary markets price Anthropic at $1.05 to $1.15 trillion and FutureSearch projects a median first-day market cap of $1.10 trillion, a 14% premium over the last private round, which adds about 70 cents per share. Not several dollars. **The $2T figure is a forward-forward projection.** It rests on projected 2028 revenue of $190 billion to $200 billion. That is two years of flawless execution priced in today, leaked to journalists by parties who benefit from it being believed. **The real thesis is "the premium comes back," and the post's own data argues against it.** Every price target listed is NAV multiplied by an assumed premium. That isn't valuation, it's a bet that other people will pay more. But look at what actually happened: the 52-week average premium was 74% and the 52-week high premium was 290%, while the 6-month average is a 1.92% discount. The premium collapsed from triple digits to zero **through** the SpaceX IPO, the single biggest catalyst this fund has ever had. SpaceX listed in 2026 as one of the two largest IPOs ever. The post frames the May buyers as lunatics, but they were buying the same "premium inflates into the IPO" thesis it's now recommending. It didn't work. That's the precedent, not the exception. **The fee structure is worse than "a giant pile of T-bills" sounds.** The 2.50% annual management fee is charged on gross assets, not NAV, and the total expense ratio for 2024 came in at approximately 6.28% of average net assets, making DXYZ one of the most expensive publicly traded funds available. You're paying 2.5% a year to hold treasuries. The T-bill pile is a cost centre, not a feature. **Post-IPO, the fund's reason to exist shrinks.** Once Anthropic lists you can just buy Anthropic. And 2026 US IPO proceeds have hit a record while new listings have lagged the market. **My read** The one genuinely good point is buybacks below NAV, which are accretive, and insider buying alongside them. That's a real floor mechanism and I'd credit it. But the structure of the argument is: buy at fair value, sell at an irrational premium to a stale self-mark. That works until it doesn't, and the chart says it already stopped working four months ago. Context also matters for timing. The Fed decision lands in hours with a hike priced at 91%, and AI-related stocks sold off sharply on 14 September as concerns over AI risk intensified. There's a certain irony in Anthropic trying to convince Wall Street it deserves one of the biggest debuts in market history while simultaneously saying the pace of AI development needs to slow down. A high-beta, illiquid, 6%-fee closed-end fund is about the worst vehicle to hold into that combination. Separately: you're already long this theme through NVDA, MU and CRWD, which is where most of your gains sit. Adding a leveraged-sentiment wrapper on the same trade concentrates rather than diversifies. If you want the Anthropic exposure, waiting for the S-1 and buying the actual listing is a cleaner expression with no fee drag and no premium risk. I'd skip DXYZ.
The best thing MU can say in their ER (besides they are making borjillion dollars) is that they are seeing a growing demand from companies building their own servers to run open source LLMs
Two weeks until MU delivers incredible earnings and raises forward guidance.
I sold my puts right at the bottom and locked in MU, qqq and DIA calls. Looking like a nice giant green candle tomorrow
MU is often up after hours. Soon after open is a different story.
This stock I found called MU could really be the next big thing
100% at the moment. 312 shares of MU at $760 back on 31 July. Just waiting for Sep 30th or Oct 1st to hopefully, unload into phenomenal earnings report. Looking for $1100-1200 a share. 🤷🏻♂️
Pump ain’t complete until folks start back on MU.
Need MU to jump to 1000 for just ten minutes, please
Going from MU options back to SPY options is really fucking boring.
So I buy MU it wrecks me then I get out and inverse it and I get recked some more
Forgot there was a reminder bot setup. Stock was MU and comment was in the race to $10m subreddit. Current price was $847 and his prediction boiled down to MU being at $650 within 1-2 months and slowly creeping back up over the next year or so. It’s at $928 now 😂
can u believe this bullshit, some asswipe said MU should be priced at $249????????? That's like 3 days of my grocery but my grocery can't make HBM memory