Reddit Posts
SK Hynix opened 14% above IPO price Friday, Micron is up 200% this year,seems like memory trade still has legs.
I’m still holding storage names, and Monday might get interesting with SKHY
The next memory trade is still the memory trade (receipts from one year ago included)
SKHYV brought attention back to storage, but SNDK is what I’m really watching
SUNB - MU CHADS WHO ARE NOW DROWNING IN TENDIES: STOP YOLOING MEMES AND LISTEN UP. SUNBELT RENTALS JUST IPO'D AND IS PRIMED TO FUCKING PRINT
Are semiconductor shares still a good investment, or too much growth is already priced in?
Semiconductors semi-conducted me into wealth. 💾⚡”
A warning on how a stock hobby can progress
Anyone watching the $MU open tomorrow with the SK Hynix listing?
Hands down, MSFT is the worst fucking investment I have ever owned
Made 12k in one hour trading MU calls and puts
MU stock: bag holders are being created in real time
I don’t really care if MU turns green for five minutes anymore
the only actual edge I have to find early stocks
BofA revised hyperscaler capex to $2T+ through 2028 and chip stocks are about to get their real test
AVGO is the only stock I've seen on Robinhood with a 5 ⭐ rating & a fair value 2x its current price
Put most of my (20) life’s savings into Aerospace Defence (XAD, LMT,RTX), and now MU since recent blatant corruption
YOLO on aerospace defence and MU since the trump announcement and dip. I’ve put away 25k in savings at 20 and idk if I’m r worded or not
Memory selloff today: MU -5%, SanDisk -12% — overreaction or start of a downturn?
besides myself, is anyone else concerned that micron is now considered a value play?
SK hynix hits the Nasdaq July 10 and everyone's treating it like just another memory stock?
MU puts bought in large size 7/2/26. SMH puts 7/6. Will Apple receive approval to buy chinese memory chips? If yes that would explain
Well... the memory stocks are making last week's debate a little more interesting
Well... the memory stocks are making last week's debate a little more interesting
I have currently sold all my stocks and have $1.2 million in cash on hand. I would like to purchase a new batch of stocks to hold for the lo
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
Tech stocks to the moon or down the hell?
Leverage in South Korean chip stocks is out of control
shorting $MU: The AI bubble is a fruit
I’m more confused by yesterday’s sell-off than the earnings
Why "Mixture of Experts" architecture is the ultimate bull case for memory demand
If your portfolio is red today, don't assume something broke.
thanks for showing SLS, and how to use Reddit to find the next take-off
Hey Reddit outside of MU and the storage names, what's your highest conviction pick for the year ahead?
MU's Q3 wasn't just "good earnings." The HBM numbers change the thesis entirely.
We should go for Del Monte (FDP). F the memory shortage. Real problem is honeydew shortage.
Review of last week: AI remains the main theme, but the market has become selective
Short-term SNDK options trade breakdown (earnings-driven setup)
Risked 20k on 0DTE MU calls just to break even and it worked (6/26)
WEN got the momentum. MU had strong earnings. So… what’s next? 👀
I believe an AI/semiconductor run-up to earnings strategy will yield gains
I ain’t selling until MU is 3 dollars again. Yesterday's dip don’t scared me.
I ain’t selling until MU is 2000. Today dip don’t scared me.
Imagine being the PM of that -59% position on MU
Korean markets triggered 2 circuit breakers this week, 1 after incredible MU earnings. Is this cause for concern?
Korean markets triggered 2 circuit breakers this week, 1 after incredible MU earnings. Is this cause for concern?
Korean markets 2 circuit breakers this week, 1 after incredible MU earnings. Is this cause for concern?
Why shouldn't individual stocks make up most of my portfolio if the goal is to accumulate wealth?
Tokens commodifying *increases* not decreases demand for inference and *increases* revenue for AI chip makers
MU stellar earnings = SOXX ⬇️ MSFT & AAPL bad news = MAGS ⬆️
MU pulled back today, and I’m actually more interested in seeing how it holds/supports here.
MU update – monster rally, cooling overnight
USG blocking frontier models - and the impact on compute revenue being surprisingly positive? My thesis:
Micron crushed earnings and dragged the whole chip sector green, but is this enough to save the broader tape?
Zoom the fuck out it’s a massive quantum network
Hyperscalers are implementing techniques that could compress memory usage by up to 40x
Check-in DRAM ETF popped 14% — where's the entry?
Zoom the fuck out it’s a massive quantum network
Net incomes for mega cap AI companies, including Micron, Samsung, and SK Hynix
Mentions
Yes dump EET I want to full port MU at discount
wondering if MU is reacting to OpenAI getting sued
I work primarily in software - esp with agentic ai - and from first hand experience saw the demand it commands. At first I thought it would die out so i stayed out, and after MU earnings believed this may no longer be cyclical and bought in. Tbh i still believe in it which is why im still in, but I never could have imagined it could drop nearly 30% and continue to drop given the sheer profit these companies are taking in
Relax SKHYtards, it is literally MU on steroids (and it's valuation is CHEAPER), it will be back at ATH sooner or later. You can't even buy options yet.
Did a plane full of MU shares crash?
SK Hynix on Nasdaq is more of a “two‑vehicle, same thesis” move than a pure steal. HBM demand is so far ahead of supply that US institutions want more exposure, not less. SKHY gives them a direct HBM play (57% share), while MU is still a broader memory + AI story with a different mix.If ASML and TSMC both guide up, I’d expect the whole memory complex to lift together. If they guide cautiously, then the question becomes: which one has more direct HBM exposure? That’s SKHY. So heading into this week: • If I want pure HBM leverage → SKHY. • If I want a broader memory/AI bet with more optionality → MU.
I agree, but the price movement should be dual and I believe sk hynix is heavily undervalued at this price. Micron is also underpriced, so I simply used this occassion to rebalance proportions of MU to 000660 to be about equal
i dont get why people sit around knocking a stock (MU) that is up 700% in the last year lmfao
Yet another diabolical candle on MU’s chart
Damn MU and SNDK struggling. Oil and uranium going up
Bought MU shares down 1500 woo
I wish I sold everything after MU earning
might just take $MU profit at this point. Koreans killing the trade. fucking gay.
why tf MU and sndk rely on kospi?
I hope we see MU back at 1060 soon. You guys think so?
naw ur holding shares. MU will hit 1600+ ez
A lot has been happening within the hour, escalating beyond the usual tit-for-tat: \*US STRIKES ON IRAN STILL ONGOING, OVER FOUR HOURS \*US STRIKING IRANIAN INFRASTRUCTURE, AIRPORTS, OIL/GAS, WATER PUMP STATIONS, IN ADDITION TO SOUTHERN COASTAL TARGETS \*IRAN NOW TARGETING JORDAN'S MU'AQQAB AL-SALTANI AIRBASE WITH BALLISTIC MISSILES \*US STRIKES ALMOST ALL CITIES IN KHUZESTAN PROVINCE, IRAN'S LARGEST PETROCHEMICAL HUB IN MAHSHAHR
Cuz that MU tweet really kicked off a rally
Alex Karp from Palantir went on record and said enterprise AI is not working, but we're not allowed to say it publicly because we'll look stupid Well yeah you dumbass the point of spending trillions on AI is sex robots. Who in the fuck is going to do enterprise AI when we're all retired & rich off MU & SNDK stock and fucking our sex robots all day & night 🌞 🌙 🌃 🌉 🌌 😴
I love how bears always talk shit about AI stocks, but never have anything productive to add to the conversation on what to buy instead Even, I, a MU & SNDK bull have something to contribute: TKO, LYV, ROKU (acquired) They're not making any money that's why all they do is talk shit, but add no value LOL!!
On the bright side, institutions are buying memory again. On the downside, retail and foreigners are selling it off at KOSPI right now lmao fucking brutal. Looks like I’m gonna be a bagholder for MU for a while
Bought MU @ 960 am I dumb
Bought MU shares like a tard
Bought MU shares like a tard
I want my MU shares to fill
Boy MU sure does keep me on the edge of my seat with feeling like it’s about to fall off a fucking cliff while it seems to be stalling at the tip of a vicious uptrend and my buy in price happens to be right where it’s cliff hanging
Do I buy MU shares on margin
I should’ve just gotten MU or something
MU might just be the first company where 🥭 was unable to pump it at any point…think of all the dogshit companies the guy has shilled, somehow MU has been down every day he mentions it
Upcoming earnings (updated): * **Tesla (TSLA):** Wednesday, July 22, 2026 * **SK Hynix (000660.KS / SKHY):** Wednesday, July 22, 2026 * **Alphabet (GOOGL):** Thursday, July 23, 2026 * **Microsoft (MSFT):** Wednesday, July 29, 2026 * **Meta (META):** Wednesday, July 29, 2026 * **Apple (AAPL):** Thursday, July 30, 2026 * **Samsung (005930.KS):** Thursday, July 30, 2026 * **Amazon (AMZN):** Thursday, July 30, 2026 Holding MU and DRAM all the way through this window. Assuming capex guidance continues to grow, memory / chips should see another run up.
MU is green that’s all that matters
#SPY is within 1% of its all time high even though most stocks are down 20-30% or more from their recent highs. MSFT down -30%, Google and Amazon down -15%, TSLA, MU AVGO and META down -20%...and these are the biggest stocks with most weight LMAO🤌
NBIS and MU holders laughing at the bears
Maybe people who bought SK Hynix is also them that bought MU/SNDK and they sold some MU/SNDK to investing it in SK Hynix 🤔
How people bought into SK Hynix after seeing how MU and SNDK have been the last 2 weeks is boggling
Aaaaand MU immediately drills. Fuck off
They’re gonna post a 50billion quarter with 80% profit margins next lol don’t sell it. If you want some money back just sell 2 calls like the other comment says at the 1100 or 1150 strike every week Monday. Premiums are ridiculous on MU
Realistically, it should be good for MU, since price of oil is an insignificant component of the cost of memory. Course, realistic isn't the stock market.
Not sure if I should cut losses and move on. 207 shares of MU at 1059
From rags to riches in 18 mins $MU
SLV bols finally cut their losses, and jumped into MU at 1200 LMAO
MU is only -0.4% lmao
MU Will be GREEN. 🐻 YOU PUTZZ R DEAD
Your boy hyped MU and it’s still red. 😂
"Crashing for the 40th day in a row" *MU at ATH 10 trading days ago*
I bought 18 shares of MU@$117 and sold all of em @ $127. PROFIT.
I just remember every time he tweeted about MU last week it dropped 5%
No it’s not both Sandisk and MU are down and going lower
Upcoming earnings (updated): * **Tesla (TSLA):** Wednesday, July 22, 2026 * **SK Hynix (000660.KS / SKHY):** Wednesday, July 22, 2026 * **Alphabet (GOOGL):** Thursday, July 23, 2026 * **Microsoft (MSFT):** Wednesday, July 29, 2026 * **Meta (META):** Wednesday, July 29, 2026 * **Apple (AAPL):** Thursday, July 30, 2026 * **Samsung (005930.KS):** Thursday, July 30, 2026 * **Amazon (AMZN):** Thursday, July 30, 2026 Holding MU and DRAM all the way through this window. Assuming capex guidance continues to grow, memory / chips should see another run up.
Just checked my trading history and realized I bought a bunch of MU like 10 years ago for like $20 and sold them all a few days later for $22 god damn
MU will be $2000 by next year, minimum. It’s an extremely obvious long term hold.
This $26.5 billion Nasdaq debut is historic, but buying day-one hype is dangerous...wait for the initial volatility to cool down and track its US rival Micron ($MU) to see if this "permanent AI memory shortage" actually holds before deploying fresh cash
I could’ve put my money in MU at $350 but decided MSFT at 375 Generational retard
$MU is all you need in life
market is about to pump so hard tomorrow \+20% SNDK \+12% MU we are fukkin rich boys
I just want to watch MU callholders blown up at open again 🙏
There is no point explaining it Snoo. They don't understand cycles. Memory like MU is at the beggining.
I sold 15% of my MU and spent half the proceeds on MSFT.
bols be like "full port into MU", port value = $100
I use the clock in my boomer mobile, also taken when MU was still $1k (good times) https://preview.redd.it/vhk3wrffhuch1.jpeg?width=4283&format=pjpg&auto=webp&s=6bf1d9294a15a955a81d759a13c2fb0fe80a3e92
If you are happy to hold long term Tesla is an epic stock. Although it has barely moved from last 5 years. When it does move it will make up for all the lost years. But more than than it’s what’s brewing that makes it interesting today more than any statistics. Meta and MU are also very good long term. MU is cyclical but very undervalued despite the huge run. Msft is going to be a hit or miss because of what Ai and its bots can do to their services. I don’t own any MSFT for this reason alone. I hold all other 3 with over 40% weight in Tesla alone. All to themselves. Do you own research and run the numbers to see if you can justify getting into any stock.
There's not going to be a signifcant difference from MU or Samsung's earnings.
Upcoming earnings: * **Tesla (TSLA):** Wednesday, July 22, 2026 * **Alphabet (GOOGL):** Thursday, July 23, 2026 * **Microsoft (MSFT):** Wednesday, July 29, 2026 * **Meta (META):** Wednesday, July 29, 2026 * **Apple (AAPL):** Thursday, July 30, 2026 * **Amazon (AMZN):** Thursday, July 30, 2026 Holding MU all the way through.
People don’t realize that DotCom was companies that IPO’d with no money and got valued at very high multiples. Now is MU making cash hand over first and a PE of 8. When the hyper scalers eventually cut back on AI spend the memory and semis will sell off but that money will rotate and move back into the Mag7. This rotation will still keep the market up since it just be money relocating, not permanently moving out of the market.
Can the market just stay closed? MU bag holder here
MU has 3 days per week exp?!? Since when?!
And here I tought I was cooked with an unrealized 2.5k loss on a sept call on MU, gg mate, you won
I like MU better than MSFT. If MSFT had their own competent AI models so they don’t rely on OpenAI for their business AI assistants, then I would be more bullish on MSFT.
Because MU sells memory that other people sell, know how to make, and is pretty interchangeable. NVDA on the other hand has stuff like CUDA and a MASSIVE ecosystem with tons of developers. I don't think I've ever heard anyone say they care who makes the RAM they use. It's not something anyone interacts with. The bear case for MU is already here. All that matters is supply/demand. Bear case for NVDA is still theoretical.
if you expect a crash anytime soon, you could go for an inverse ticker like MUD, MU falls 10 %, MUD gains 10 %. It's not smart to stay in these inverse (short) positions for too long though and don't put more than 5-10 % of your port in it
**BanBet Lost** — /u/yourgirl696969 (1W - 1L, 50%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $1006.81 → $1100.00 | +9.3% | 3d | Lost |
I just bought some puts and resold to grab the volatility drag back, then plan to sell at BE, I fear it's gonna touch 1100 and fall again but instead of MU I was thinking of buying DRAM, overall cheaper and diversified since it's an etf
Most meaningless phrase ever. Inversing Reddit would missing out all biggest gains from rocket lab and MU and buying now. This place gets worse every day.
It's 1:46am, perfect time for my brain to remind me that I sold $MU for a loss at $160 💀
Boy this is the definition of picking pennies in front of a steamroller. MU can explode/drop 20% in a single day. QQQ 5% easy. It’s all rainbow and sunshine until it’s not. Rather than doing naked strangling I suggest you do 0/1 dte iron candors if you really wanna continue doing this
Alright I'm going to be in a lot of deep shit for releasing this, but gawd damn it I've had enough and people need to know the truth!! All of MU & SNDK bears are raccoon eating whores. That's right, I said it. They didn't want you to know and we're trying to cover it up by distracting with you misinformation & lies about Micron & SanDisk. If I disappear tomorrow, you know why. The truth has been set free hallelujah 🙌 🙏 👏 ✨️!!
Whoremuz close MU pump that means SPY pumps
Google ER will push sndk and MU back to ATH again. Capex gonna be crazy
So do we buy MU on the cheap, it’s a fun stock, it’s fun. Or do we buy on Tuesday?
$MU is the easiest contemporary investment choice anyone could make. It will be a $1500 stock by November and might even approach $2000 by the time they report earnings in Q1 2027. There are other chip/memory names that are probably just as good, but Micron has been the one I chose and its easier to just settle in and follow the one name rather than adding Sandisk/Hynix/Intel out of FOMO on an additional couple percent more/less. Of course there will be volatility along the way and the slope up may not be quite so parabolic as the last year but for now through Q2 2027 earnings I'm content to just hold and watch. The richest greediest most unethical douche bags in history Zuckerberg, Bezos, Ellison, Musk, Pichai, Nadella are racing each other hoping to get AGI before the other guy. They will gladly spend more for memory not just to have it for themselves, but to deny it to the others. They are all competing to stay with or ahead of the others because they don't want to become irrelevant roadkill ie: AOL/MySpace/Yahoo of the coming AI era. Micron made me a millionaire already this year, and I expect it will make me a multi millionaire by next spring just by being patient.
SKHY depends on Qatar for 65% of their helium while MU gets their supply domestically. Not sure if this is bullish for MU or both names will just get sold off anyways
A margin call doesn't just hit the stock that's dropping. If you hit a margin deficit, the broker can liquidate any of your mega-caps or SaaS holdings at the absolute worst time to cover the gap. They won't just sell the MU position. Are you keeping a cash buffer on the side to cover a sudden requirement hike, or is it all fully invested?
I feel like full porting 120k into sndk how regarded is this, or should I go for MU
MU bears, how mad r u going to be on Monday?