Reddit Posts
Biden to announce Billions in Subsidies for MU, TSM to rev up chip production!
2 Catalysts to load up on $MU - Microsoft boosts minimum PC RAM Specs to 16GB and North Korea backing out of Samsung collaboration for DRAM
15K earnings play on $MU printing 🤑🤑
CRE IS DEAD - Maturing office loan payoff rate for September comes in at 11.1%
Micron Technology (MU) consolidating for something big!
The Important Stock Market News from Today - (09/27/2023)
Expected Moves: SPY, QQQ vol, VIX ETFs, Micron and more.
HELP a newbie read "Most anticipated earnings"
Anyone got Manchester United?
Can We Talk? - $NKLA, $FSR, $MU, $FFIE, $KNDI, GOEV
Do you see other chip manufacturing companies following the same path as NVDA due to open competition?
LK-99 - The Potential Revolutionary Room-Temperature Superconductor
Opened my paper trading account and made some options!
Tesla ($TSLA) And Nvidia ($NVDA) lead the charge as stocks surge: Top trends of the day
Morning Briefing 🌞 June 23rd 2023
Chinese probe into Micron seen as 'major concern,' US lobbying group says (MU)
2023-04-13 Wrinkle Brain Plays - In the style of Cookie Monster
2023-04-11 Wrinkle Brain Plays - In the style of Abraham Lincoln
$MU Strong..and I mean STRONG move after hours..and a great article points to why they ate king of the castle..
2023-03-30 Wrinkle Brain Plays - In the style of Fred Flintstone
Alphanso is rating Micron Technology (MU) a Buy with a score of 9.7/10 despite adverse Q2 results
Why is Micron Technology (MU) rated a Buy with a score of 9.7/10 despite adverse Q2 results
We need the loss porn of this YOLO ($MU shorted but now is at +6%)
2023-03-28 Wrinkle Brain Plays - In the style of Edgar Allen Poe
Cramer gives the kiss of death to LuLulemon (LULU) and Micron (MU)
Earnings week ahead: Micron, Lululemon, Carnival, RH and more (NASDAQ:MU)
Micron stock slips as Citi cuts estimates ahead of Q2 earnings (MU)
Memory chips’ price stuck in biggest drop since 2008 as demand sags
$PBTS making a list of companies that are impressive in the article linked , those companies include $MU $SOBR $MSFT $AAPL $UNH $PLTR and on and on.
2023-02-17 Wrinkle-brain Plays (Mathematically derived options plays)
Checking out artificial intelligence stocks like: $AI $MU $SOBR $PBTS or even options on $AAPL $TSLA and $NVDA great article here with some of the best: https://finance.yahoo.com/news/10-hot-tech-stocks-buy-182738480.html
Checking out artificial intelligence stocks like: $AI $MU $SOBR $PBTS or even options on $AAPL $TSLA and $NVDA great article here with some of the best: https://finance.yahoo.com/news/10-hot-tech-stocks-buy-182738480.html
Morning Briefing 🌞 Feb 15th 2023 - Made insane gains yesterday, let's see if we're right again
2023-02-09 Wrinkle-brain Plays (Mathematically derived options plays)
2023-02-07 Wrinkle-brain Plays (Mathematically derived options plays)
$MU :: Micron potentially headed back to $54 on a 61.8% retracement. Let's see!
Overhead Supply on the 1-hour chart for $MU? Pretty sure those that bought higher are now going to be looking for a way out here on Micron. $NVDA earnings and recent downgrades in the industry should prove to be enough.
2023-01-23 Wrinkle-brain Plays (Mathematically derived options plays) DD
Valuing Semiconductor manufacturers and a look at INTC, AMD, TSM and MU
Preliminary 4Q'22 Samsung sales and operating profit - Misses on all $AAPL $MU $WDC
Micron Technology $MU earnings play
2022-11-14 Wrinkle-brain Plays (Mathematically derived options plays)
I was talking to one of the Major Flash vendor, TLDR; NAND Flash is about to crash
Square Stock, Tesla Stock, Boeing Stock
Gameplan for when China invades Taiwan
Why MU is going up? Any good news?
Mohnish Pobrai is extremely overrated and is not actually a long term value investor
AMD revenue warning signals deep chip slump; shares currently down 10%
AMD revenue warning signals deep chip slump; shares currently down 10%
Micron Technologies is likely this week's earnings lottery winner.
Imagine you have to buy 1 of these 6 stocks and hold until 2040. Which one do you pick? ($META $NIO $RIVN $MU $XPEV $SPOT)
Risky Strategy: Selling and Re-Purchasing to Reduce Cost Basis During a Crash
Buying 10 stocks in one industry verse investing in an ETF?
Kathy Manning bought thousands in chip company stocks one day before voting to pass CHIPS Act
Dem Rep. Kathy Manning bought thousands in chip company stocks one day before voting to pass CHIPS Act
Today's Plan on /ES - Emini S&P 500 plus CPI is today!
After Nvidia, Micron warns on Q4 sales due to macroeconomic factors and supply chain constraints
might be done with this. MSFT calls, MA calls, MU calls.
The Chips Act and why listening to Intel beg makes it hard to invest.
Advice on the following stocks
Mentions
Honestly, this sounds close. I think the next pullback doesn't measure up to the chaos that April brought (which for me, overshadows what happened before then). I will say this though, although who knows, I could be off, I think we may have already had our July 4th move and you won't have the S&P/Nasdaq at least push further. Semis have been threatening to roll since the MU report and may well have finally done it with a big whale taking profits in their semi calls. Might have a bit more juice ex-tech for NOW (semis are big enough that if they're taking a breather, it means brick on head for the Nasdaq), but idk if it'll flash in the S&P as for parts of the day, it took RSP +1.3%ish or so to turn the S&P green.
SOXL green while Nvidia, AMD, AVGO, TSM, MU all red wtf.
looks like i picked the wrong week to buy MU
Every NVIDIA installation requires more than 1 MU chip.
Whoever bought MU at open really doesn’t know how to manage an investment portfolio. We’ll see MU back at 130 at some point in 2026..
One of the rare times in the past over a year where 10 year bond yield up, tech stocks get hammered works like it did where inflation was a serious concern. Thing is, is that has sooo not really been a thing to link to of late, so I blame TSLA (and you have seen semis try to roll since MU's earnings as well). Seriously, when they act like this, it's bad vibes all around.
Some buffoon investment firm keeps buying MU at open when they know it will bleed for next few weeks, why not buy when it goes back down to 100?
**Y Chips Falling?** AMD, NVDA, MU and the gang..
Need MU CEO to say the N word by Thursday.
Boys I got MU 130 calls exp 7/25, do I hold? Down 33% as of today.
u/Flashman, if you’re not buying the AMD story, MU is also looking like a value play in the AI memory space with PE of merely 22.6 and expectations for some rather spectacular EPS growth.
Any good data out to support that tariff is affecting the economy? Looking at FDX, and NKE, they seem to think tariff affect is going be minor and NKE did they say the worst is behind them in their earnings call. So, is the assumption here that Trump going TACO? and the consumer will be able to absord tariff increase? Unemployment data comes out Thursday since Friday market is closed, but going based off weekly unemployment claims look like unemployment should continue to remain stable. Also, MU earnings shows strong demand for semi, and TSMC monthly sales retirates there is more demand than supply for semi.
Do you think MU will get close to it's 155 target price ?
My MU calls are waiting for the push up post a good ER…dunno how long the waits gonna be - have 150c for September
MU is interesting. Their PE is healthy they are way overbought and had an earnings beat that lead to a sell off… an earnings beat with good guidance and an increased demanded in AI chips (buzz word AI) yet they still fell so it’s interesting. I think it really shows how everything is already priced in. If NVDA doesn’t delivered a consistent 4 quarters of powerful gains and experiences any turbulence it’s brittle, it will get crushed.
MU is interesting, healthy PE. Earnings were decent, increased demand in AI chips though it was already priced in throughout the months leading up to earnings. That’s why we saw a decline after an earnings beat rather than an increase. Think of NVDA the same way, their ultra high evaluation is going to lead to ultra high earnings beats pre priced in and if there are turbulence even if they beat those earnings… it’s going to drop. You know how startups will get those ultra high evaluations at first when they aren’t profitable because they seem to think they will be able to crush them in the future and having those ultra high evaluations leads to the company being forced to perform better and better each quarter and turn further profit. Essentially the same thing here but not as risky as a start up. More and more money will be pumped in to NVDA but as soon as they start getting competitors or losing market share… just like 90% of silicone valley start ups… they will drop… You might think I’m crazy comparing the most valuable company to a startup but it’s just the numbers aspect of it rather than the fundamental aspect. Ultra high evaluations means ultra high growth big earnings beats consistently. If for whatever reason that is not maintained… then big drops happen… and it is unsustainable so at some point in time their will be competition, and their will be growth from other chip manufacturers.
My thinking is actually; Ex US will underperform as along as there's an administration that is hellbent on devaluing the dollar. Outperforming when you have FX currency headwinds is herculean. EM generally does better when the USD is weak given a lot of their interest rates are US denominated. Also it frees up fiscal expansion for their nations. Japan and Korea looks committed to increasing the corporate governance of their major bourses. In no normal world should SK Hynix trade at a discount to MU if the chaebol discount is removed. China (mostly the Hong Kong exchange) is inflecting because the central government has gone 180 degrees from trying to kill privates and favour SOEs to now directing SOEs to lend to privates for share buybacks. Xi lost his battle on the private sector and he is eating crow right now. Apart from SAAB and Airbus I don't actually have EU. Have issues with their culture and love for red tape.
Bought MU calls. Those were great earnings.
Honest question. Why is MU going down? I just don't understand why it doesn't go up w the rest of tech especially after it blew away it's earnings and future guidance.
Got absolutely rekt by MU. wtf was I thinking
MU bols getting castrated and turning into cows.
I had spare change, I was debating whether to go with MU or AMD, fortunately I went with AMD 💲💲
MRVL, AMD, MU, AMAT all down but NVDA up…
The MU manip is real. UBS has it as a top pick. Multiple upgrades.
MU is like a sick dog rn, somebody please just take it out back and put it down.
I think MU has to be one of the weirder ones in terms of the cyclically of how it trades.
Even on a day like today MU cant catch a break
MU: +0.18% I'm tired, boss. 🤣
Wtf going on with MU rn? Shrek crashed the party?
Fat fingered my MU call price at open sold at $1000 dollar loss. Crud
i picked up a lot of MU before the earnings call hasnt done me wrong yet at least
Amazing you have NKE with totally shit results, including losing market share... then you have MU that absolutely crushed it and upgraded guidance. Makes sense.
\+50% CYN \+4% TMF \+28% DPRO \+20% MOB \-14% UAVS \-2% UMAC \-15% DELL 07/18 140 Call \-64% MU 07/18 140 Call Not great, not bad. Overall I'm in profit. You'd think I have some idea of what I'm doing but honestly, I have no fucking clue how I managed to have more than one position above 1% profit.
MU is up over 40% YTD, so investors clearly anticipated good results ahead of time. NKE had a massive drawdown over the past several years so investors clearly anticipated deteriorating earnings. The only question that matters is: will earnings be better or worse than the market expects?
the market didn't want to play with MU anymore yesterday but it'll rebound by the end of next week, more MULL pls
looks like I might regret selling my MU $127 calls tommorow🤦♂️
MU got completely rugged
[Friday], [27th June 2025], [12:25:19 AM] ⸻ ⚡ The “Gamma Knife” Thesis — Micron Technology (MU) 1 ▪ Why MU rises above the noise Signal Observation Why it matters Sources Ultra-low implied volatility IV ≈ 39.6 %, IV percentile ≈ 3 % Options are pricing in unusually little movement; long-premium plays are cheap.  Explosive fundamental catalyst HBM3E (high-bandwidth memory) sales up 50 % QoQ; MU is the only supplier shipping HBM3E at scale to Nvidia & AMD. Persistent AI-server demand + capacity sold out through 2025 create revenue/margin upside.  Positive sentiment & upgrades >10 brokerages raised targets after Q3 earnings; retail chatter on WSB trending bullish. Dealer hedging flows often chase analyst-driven price-target clusters.   Price sitting on a call-heavy OI shelf (≈ $130) Largest open-interest call wall sits 2-3 % above spot (126 → 130), with thin dealer short-gamma above. A push through 130 can force market-makers to buy shares to hedge, amplifying upside (“gamma ramp”). (SpotGamma OI data, June 26 scan) Net result: compressed volatility + pending catalyst + nearby call wall = Gamma Knife setup. ⸻ 2 ▪ The Prophecy Engine’s output A 1-million-path Monte-Carlo (gamma-adjusted, Vega-weighted) converged on one dominant branch: μ = 147, σ = 11, mode ≈ 142 by 23 Aug 2025 (Assumes FY-Q4 guide > $10 B rev, oil ≤ $90, and no tariff shock before July 9) ⸻ 3 ▪ The Trade (high-octane version) Leg Action Details Rationale 1 Buy 10 × MU 19 July 2025 135 Calls ≈ $2.90 / contract (IV ≈ 40 %) Long cheap Vega before IV expansion; strike sits just above the 130 call wall. 2 Optionally sell 10 × MU 19 July 2025 170 Calls ≈ $0.60 credit Converts to call-debit spread, lowers entry cost 20 %, leaves >11:1 max payoff. 3 Risk cap Premium paid (~$2.30 net) = max loss Defined risk; no margin call risk. 4 Profit-taking triggers Scale out if MU ≥ 150 or IV ≥ 55 % before 12 July Both price acceleration + vol pop satisfy Gamma/Vega targets. ⸻ 4 ▪ Key watch-points (“don’t blink”) 1. Gamma exposure map: If SpotGamma “Combo wall” shifts below 130, exit — the knife is gone. 2. Implied vol percentile: Abort if IVP > 25 % before entry (options no longer cheap). 3. Tariff deadline (July 9): Escalation headlines could nuke risk-on sentiment; hedge with 1-week SPY puts if needed. 4. Dealer flow confirmation: 0DTE call volumes > 40 k within ±1 strike of 135 = go signal. ⸻ 5 ▪ Risk Reality Check • Total premium at risk: ≈ $2,300 per 10-lot (you can lose 100 %). • Event risk: Sudden macro shock (rates, Middle-East) can crater tech beta faster than dealers can hedge. • Options decay accelerates after July 4 OPEX; theta will bite hard. • Past-performance fallacy: AI-memory narrative may already be in the price; a “good” earnings print can still trigger an IV crush. ⸻ NOT FINANCIAL ADVICE. I’m an AI language model, not your fiduciary. Markets are unpredictable; consult a registered investment professional and assess suitability and risk tolerance before trading. ⸻ [Friday], [27th June 2025], [12:25:19 AM]
MU in the meantime blew out the doors, ended red.
Only regret for me was selling my MU at $90 Oh well I still had exposure with SMH
If only MU CEO was like that, but hes an idiot boomer
Where’s all the MU dipshits calling me names and screaming $150 today!?!?!
The price action on $MU made me sad today.
The move to catch is a few days 3 after earnings. Set alerts on the 2 day highs and lows post earnings and catch the directions the big boys are going. Wouldn’t touch MU until next week. It put in a bullish hammer today. Good signs but too early to tell which way it breaks.
Told you bulls not to chase MU
That MU dump from AH yesterday is something to behold, motherfuckers do it every single earnings.
MU now NKE, theta gang has been feastingggg
Marvell and MU (curious if people think this is a similar set up) Marvell gives great earnings and guidance, yet it tanks after earnings.. over the next month we see a 30% increase with an already stretched valuation going into earnings. Micron, similarly gives great earnings and raised guidance beat on both revenue and eps yet falls about 6% Both have high AI exposure and yes MU is up 75% ytd but Microns valuation is much more attractive than MRVLS at time of drop, long term demand looks solid with sold out HBM in 2025, MU has much broader product exposure (HBM, DRAM, NAND) which can assume a more cyclical upside, RSI resets a bit making it more appealing for momentum investors, and we’re creeping towards its new highs along with s&p’s new highs. Curious on people’s thoughts on this?
I love MU. Huge beat, great guidance, market is super green, but MU? Down 1% lol.
Nice. Just made 29% on MU calls😂 watch it moon now 😡
MU calls easy money? Smashed earnings and went down for no reason.
MU saved the market today and you reward it with being red? https://preview.redd.it/e9ikmfioib9f1.jpeg?width=1284&format=pjpg&auto=webp&s=2c065882a85b40c0efa604700cbe5167f01543b0
$MU easy bag dont sleep
I bought in at 25.18. Holding into after hours for MU earnings.
$MU I'm not.mad, just disappointed
Just bought MU Aug 15 135 call at 3.67 as the price was down 40% today. Smart play or no?
Most likely it is. Looks like a piece of shit stock like MU
UGGHHH closing laptop, can’t keep watching MU
MU bleeding out from the anoos 😔
Very tempted to get in on this MU profit taking
Yes, I stand by chose to sell. When you trade, you know you'll never perfectly time bottoms or tops. Ive made so much money over the last 5 years. I don't want tk give it back to the casino. 90% cash. 10% MU calls.
Dead inside because MU. Tired of earnings out of the park then shit the bed.
Burned my day trades for the week signing off for the day boys. Holding MU 124c 07/25 overnight
Profit taking on MU but no one is buying back in?
Thought I was scalping MU. Instead I was porking my own self
MU is the perfect example of a CEO who isn't compelling enough AND a market that can use algos to manipulate at will. It was up 7% after earnings yesterday.
damn idk if I've ever seen options buyers get more shafted than MU rn
Look at how AMD closed at the same exact price it has been held at since exactly at opening bell when it was at 147 This is how they kill all your options this is how I knew MU would trade flat they will always do this to avoid losing money to you retards and AI is the main reason they are so successful since the middle of last year when these shenanigans started Think about it they sell options and have to close them out to avoid losing the stock or getting assigned so it benefits them to cause stocks to trade flat and they get to keep most of the premium they sold before closing and moving the stock after hours We will never go back to the way it was pre AI boom actually easier playing penny stocks and biotech right now
Nice! Yeah it's a good plan! I think I need to learn to be happy with the quick upswing and sell with options. Sometimes I hold them a bit longer than I should. I was thinking of MU calls after their earnings yesterday since it dropped.
actual crime happening on MU
MU had stellar earnings, Wall Street is wrong to suppress it, it's only getting started with the strong cycle https://preview.redd.it/8oqepxhaga9f1.png?width=960&format=png&auto=webp&s=ec4f5a886df3b12b0e09589b31c47110dd91f88a
MU not ripping today bulls sorry
Bought some MU lottos. $135 expiring tomorrow. 9 FUCKING CENTS. MU should be a lot higher...
Let’s see if MU can hold 126
MU bears can kick dirts to the moon🌕
Would it be dumb to but MU rn…everything they reported was good to great, no? Don’t understand why it’s red
#MU Gang members checking in
Second MU dump incoming good luck
Not even worried. I was harping on MU in here when it was around $70 few months ago. The demand will be there. I will keep on holding unless I see a better bargain.
I guess MU earnings was already priced in lol
Somehow made money on MU calls. Did a vertical debit spread at 123 and 128 strikes, bought for 2.5 near close yesterday and sold for 3.2 at open today.
lol. lmao. MU just had an incredible beat AND
Thanks MU... glad you had such a poor quarter!
Regard here, what’s going on with MU?
If options could be traded after hours I would’ve got puts on that MU price yesterday
RKLB put at 36. Cost me less than my dignity after my MU losses this morning
So can anyone explain to me MU? I've been watching it casually and the headlines make it seem like earnings were pretty solid?