Reddit Posts
I ran a 0DTE iron condor through a prop firm's $50K eval rules. 78% win rate. Pass probability: 34%
Long ADBE / Short MU — Betting on a Momentum Reversal
Mirror Image - MU vs ADBE / Momentum Trade
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’
Mentions
Nbil* in truly regarded fashion. I'm split between muu, nbil, and snxx. Not quite as regarded as 0dte options or puts but pretty close. As long as the supreme intelligence allows it, I don't see it slowing down. Jensen has a lot of money to pump them, to in turn pump NVDA, to pump them yet more. He mentioned NBIS and MU a bunch during NVDAs last earnings. As always do your own research or don't, not financial advice either way. I am indeed regarded.
You really don’t think the time from April-May is different to now? Way different macro environment with too much fear around AI for SNDK/MU to break certain thresholds.
That sweet IV boost on my MU calls tomorrow will be legendary
China Talks - from news I guess only issue is remove CXMT fm US mil ban list - any compromise could be huge blow to MU and SNDK
Bought MU $1100c 9/25 and $1200 10/6 callls right before close friday. Hopefully didnt get too greedy
MU :shrek: :shrek: :shrek: :shrek: :shrek: :shrek:
SNDK is gonna rip until MU eanrings🚀🚀🚀Also the amount of WSB short posts is making me even more bullish since always inverse WSB
Damn china came out news on CXMT memory production. My MU and SNDK call unable to trade yet
The market doesn't hand out matching P/Es just because two companies are in the same sector, SNDK's premium probably reflects its NAND focus and whatever growth story investors are buying into right now. That said, I can see MU getting a rerating if memory demand actually stays hot through next year instead of doing the usual boom-bust thing. The argument about rotating out of dividend stalwarts into memory plays makes some sense too, people chase momentum when the boring stuff keeps drifting lower.
REPEAT SPY TMRW 3.5% DAY MU 5% DAY SNDK 11% BY 12:30pm YOU HAVE BEEN WORNED FUK UR PUTS BERS GOING TO HAVE TO SLEEP IN THIS WINTER :shrek: :shrek: :shrek: :shrek: :shrek: :shrek: :shrek: :shrek: :shrek: :shrek: :shrek: :shrek: :shrek: :shrek: :shrek: :shrek:
MU thats why :belt: :belt: :belt:
MU saves the market for one more werk
30mins till MU and SPY FLY
MU abt to have a big long green dildo at 8pm keep an eye if u too want to be erected :hesright: :shrek: :shrek: :shrek: :shrek:
40 more minutes til MU 1,100
MU doesn’t give a shit about price of gas
Well, they’ve broken their daily downtrend lines. MU also broke through 1k resistance.
MU earnings coming up and you still haven't bought in. Are you retarded?
ive been saying this all day today they dont understand semi stocks are abt to blow off MU SNDK etc :smoking: :hesright:
MY SPY CALLS AND MU CALLS GOING TO PRINT HARD MONDAY SPY 3.5% DAY TRMW MU 5-10% DAY TMRW :shrek: :shrek: :shrek: :shrek: :shrek: :shrek: :shrek: :shrek: :shrek: :shrek: :sorrow: :sorrow: :sorrow:
MU did real well on friday and its earning is coming up, i hope u guys make big bucks from it bc I'm staying away
whats the ballsiest bull MU earnings play at this point?
Memory just broke out after months of consolidation. Odds are we going much higher, especially with MU earnings around the corner and AI momentum building again
TBH I didn’t but I knew there was high chance China don’t want US chips anymore. They have all the power to stack as many chips even if they aren’t as fast. And I think Trump only allowed it cause Huang was trying to convince a US tech stack which makes sense and now NVDA lost China. And DUV been around for decades now I didn’t put a timer on China I knew they gonna have it. Consumer memory is not giving SKHY MU and Samsung record profits. It’s HBM and China can’t make HBM. CXMT accelerating fast as they should, but they can’t HBM so they ain’t even in this race. They ain’t a player today. That can change but I won’t count on it.
My firm will be acquiring MU at market open. Half cash, half stock. Don’t believe me? It’s on our website. Everything is on the website. Everything’s computer.
what if we pump to $2000 on MU and mostly everyone messes out because of the perspective that it never goes up on earning even on beats, in that case anthropic AI adding to the mix just adds only to more AI driven demand so maybe it's not far fetch this time to load up on MU calls and be left with diamond bags. Don't think i'm alone here, but will be fine if it hits. And for some reason everyone forgets about AMD i think this October SPY will climb to $820 Memory will be at an all time high almost every week and oil will spike causing ol donny to lose midterms, all in all justifying SPY sudden push to 820 and hold resistance welcome to the stock market if ur not familiar :hesright: :smoking: :smoking: :smoking: :smoking: :smoking: :smoking: :smoking: :smoking: :smoking:
Only MU bear thesis: WSB likes the stock
SPY 780 MU 1,100 Guaranteed by DONNY :pepetrump: :pepetrump: :pepetrump: :pepetrump: :pepetrump:
Call me weird but i have a problem buying a company with a ticker MU...it's too close to FU
MU bout to run like Joanna Wietrzyk LMAO 🤌
MU going on a run this week like Barry Sanders in his prime
I'm not staunchly against MU but you realize that you're going to lose a good bit of your profit when it's discovered that demand stopped growing, right? It's all forward looking and you will be beaten to the sell, have an exit strategy.
BALLS DEEP in MU but I CALL THE LINE has anyone seen Cathy Woods recently she noticeably disappears when there is everything going on but Bitcion :smoking: :hmmm:
100% MU and SNDK open both 3-5% green Monday if not Sunday 8PM
I need memory splits I’m sick of tying up 50k bp to trade MU and SNDK
Dear WSB, please don't talk about MU this coming week unless you're being negative about it. I need it to go UP in value. Thanks. PS fuck the Bears.
* Micron is the pride of America. * Micron is America’s last line of defense in memory chips. * The world cannot exist without America. * America cannot exist without Micron. * If we lose Micron, we lose the whole world. 🇺🇸 $MU
CXMT started mass production ... will this affect MU/SNDK calls? 😓
Full porting MU. See you in Valhalla.
Feels like I am a secondary character in my life. MU to 1500 EoM
Calls on MU opening $1,200 Calls on SPY opening $780 sorry bers another week upcoming with the same action as before
Noooooo my MU Weekly Calls…..*not worried*…. Monday SPY 3.5% Tech 4.7% :belt: :belt: :belt: :shrek:
MU is my biggest position and I agree mostly. However, people continue to overlook the role of CPUs in the data center and on the edge. INTC, AMD, ARM, and my darkhorse QCOM, is where the next explosive growth will happen.
I believe like a regard that MU will open $1,500 and proceed to 1,750 by Earnings 🤓🤓
Selling my MU contract before Friday close IDGAF I’ve seen them fuk me from the back too many times on earnings :kekh: :screech:
bruh, MU earnings is on Sept 30th
why do you think sandisk will go down when MU has earnings coming up? Sandisk is going to go $2200+
semis going to hit all time highs this week. MU earnings.
Im balls deep into the semis names. AVGO, NVDA, TSMC, MU are 4 big positions in my portfolio. Im up allost 1000% on Micron and I have absolutely no idea when to sell. I totally get the cyclical part but for now I cant sell. Demand is still growing so I just continue to hold for now… The big thesis is ai, if we need compute we need the all compute available and HBM is in a good place today. Since my portfolio is not risky enough I started a position in SKHY…. Godspeed 😅
It is not Memory vs GPU. MU is a good choice, but so is NVDA, and so is TSM, if you believe in AI. SNDK can be a good trade, but more speculative.
Nah it’s fuk bro, and I say that with extra satisfaction sitting on 500 MU shares
That’s a reliable source, said MU was gonna tank on Friday too LMAO 🤌
That is how I felt about MU until Friday I lost my ass doubling down. which I have avoided doing for the last 2 months. GL to you
nothing to lose now !banbet MU $750 1w get rekt mem bols
Will MU ever go up to SNDK price?
All I want is MU opening Monday around 1,100 :kekh: :kekh:
Yeah I'mma need AVGO, MU, SNDK, and DRAM to just hulk out for the week. Thanks
25% of US GDP to Ai?! MU is going to rocket
I went w the "fuck this putting all my money in non us funds" thing in late 24. Yeah I missed some Nvidia and MU action. Still lucked out w ASML and a few others.
Peace deal reached over the weekend Oil gaps down to $50 AI force announcement drives MU to 2000 EOW Bers, you can live in my basement as a sex slave if you got nowhere else to go
I mean I already have MU, SNDK positions though (through DRAM and SNXX), I agree they are the leaders in the sector but WDC is tryna stage a nice wedge pop above its 21d. I like the risk to reward here with WDC
Let me see. Dump my hard earn money into a strong definitive performer like MU SNDK or give sympathy to losers WDC, hell no.
hmmm, hopefully has nothing to do with MU puts
All this AI Force and increased spending and possible War deal.. MU moon Monday?
AI force sounds bullish as fuck The gov is so behind they will need to take 10% stakes in MU and NVDA to catch up 🤌
KingMusk on wsb? Is MU already at 1k?
Fitting MU report marks the end of SeptemBER
probably shoulda but was busy buyin other shit and figured i still have plenty of MU and DRAM. oh well.
I was wrong about MU going to 1200 next week. Peace talks actually bring it to 1300. Sorry guys
Made 100k ytd trading MU and still holding like $25K at like 4% under my cost basis. Load up?
All i want is MU at 1,100 tomorrow morning please donny :pepetrump:
SNDK yolo calls free money before MU 30Sep earnings
MU would be up \~1000% here and SNDK up \~5000%. It's not either of those - OP would be a millionaire if he full ported SNDK at that time last year
I want MU to dip on monday before starting its historic run up
If you research, you will see that next year’s earnings, for SKHY and MU are forecast to be higher than the current equity on their balance sheet. I don’t know the future but that’s a good setup, In SKHY case, adding $242 billion
SNKD ripped 30% to ATH as sympathy play last MU earnings report. Let’s see what happens this time. Feel like MMs will beat it down before Sep 30th and rip to new ATHs shortly afterwards
crypto been going down for a year. i hope you were shorting the whole way. jumping on the short bandwagon now is the same as buying MU at 1200
Please understand that what I’m saying here is NOT that MU will fail, lose market share, or anything else. What I’m saying here is just to give you a sort of “red team” perspective. There is a well known occurrence in business that whenever margins (read here: profitability) begin to expand drastically in an industry, new entrants become incentivized to…well…enter. AI already is a national security concern. You have it or you fall behind. This makes chip / memory supply chains a national security risk. Those major powers that don’t have top of the line manufacturing capabilities are screaming head first to build it. So there is / will be support for these companies, as well as increased competition. Could be a wash. Could be big big disruption. Who knows? There is also innovation risk as others have pointed out. MU may be top of the line today. But when an optical memory platform that is faster and cheaper comes out…Will they still be? What if Google and Nvidia are correct and that these chips are going to have drastically longer useful lives than analysts are giving them credit for? What does that do to demand? On the other side, as robotics and AI driven automation increase there comes with that a new demand pipeline. Will that outweigh any risks? I think the argument you are making is that because Nvidia and AMD may not currently be labeled as cyclical anymore then neither should MU. Perhaps that is correct. And I tend to agree with you. But I’m not sure we have yet seen definitive proof that they are not cyclical. But rather what we have seen is that SIGNIFICANT demand has been pulled forward with many of these companies already having sold their chips 5 years out or something like that. What happens when China has a breakthrough with chips just as good. Do those orders get cancelled in favor of faster delivery? I think there is more to the story than just “AI is here to stay and these are critical”
Can we see MU open 1,100 :hmmm: :hmmm: :hmmm:
What are the best shorts in the coming week? Coin, mstr, sndk? though MU reports earnings on Wednesday. I mean not 0dte, but two weeks out
So I know the right play is to sell and wait for MU earnings. But I live for these moments, the adrenaline spike i'll get right before earnings, wow.
If you think well on AI and memory. MU will most likely dip before earnings, so you can buy in at that time.
The MU run up to 1200 next week is gonna be insane
MU earnings going to change people's lives. 11 days to go.
Your thesis misses the structural reason why MU, SNDK and other memory plays have skyrocketed recently compared to where they sat in late 2024. Back in late 2024, NVIDIA was already this highly valued. Meanwhile, MU and SNDK were trading at a tiny fraction of today's valuations because Wall Street viewed memory as a low-margin commodity specifically as memory prices were still low. What actually changed? Memory prices went absolutely parabolic. In 2024, NVIDIA was buying HBM memory at a fraction of the contract prices they are paying now. Right now, memory scarcity is the bottleneck, which is why MU and SNDK are up significantly. But memory is notoriously a boom-and-bust cycle. When supply capacity catches up in the near future and memory prices compress, MU and SNDK will face sharp margin contractions long before NVIDIA's ecosystem moat is ever threatened.
The whole cyclical label thing is more about how the market perceives them than the actual hardware relationship. Memory has gone through so many brutal boom-bust cycles that the stigma just stuck, even when the fundamentals started shifting. GPUs get a pass because the narrative around AI and parallel processing is sexier to wall street That 70/30 split feels about right for a 3-5 year window. MU's got the deeper moat with their HBM ramp and the diversification across DRAM and NAND means you're not betting on a single product cycle
Everyone labels memory stocks like MU as classic cyclical plays, but shouldn't NVDA and AMD fall into the exact same category? I believe AI and AGI will increase heavily for years to come. There is no AI without Memory or Graphic Cards.
Memory bagholders are this way r/MU_Stock /, r/SNDK_Stock Out of all the stocks you chose to dump 50K on the ones that have 10xed in the last year and a half. This is peak WSB.
Everyone labels memory stocks like MU as classic cyclical plays, but shouldn't NVIDIA and AMD fall into the exact same category? At the end of the day, you can't run modern computing without both memory chips and GPUs—they are two sides of the same coin. While memory traditionally carries the "cyclical business" tag, I struggle to see how that dynamic holds true in an era where AI and AGI demand will be scaling aggressively for years to come. If memory is inherently cyclical, shouldn't graphics processors be viewed through the exact same lens? Curious to hear your thoughts on why the market values them so differently.
I might consider that if i buy at a resonable price - say MU under 800 a month ago and sndk at 1200. And sell HALF at 1000/1700 Too many swing factors nowadays.
MU has a very underrated national security angle. Look what the government's backing did to intel, with little fundamentals. MU, on the other hand, actually has fundamentals.
Streets are saying MU 1200 next week (I recently became an MU shill)
> If MU closes above 1k tomorrow, I will do the most unhinged reply I get (no self harm or harm to others) \- music_is_gud, yesterday. Welp, looks like you're going to have to kiss your irl homies goodnight 👀
MU closed at 1017 for Gucci Mane