Reddit Posts
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
$MU 1 million dollar earnings YOLO results
I'm Singlehandedly Trying to Improve the MU Earnings Calls
YOLO: MU Micron $1,080 strike 10/2 exp calls - I'm Michael Burry's Boss Now
Micron tops Q4 estimates on top and bottom line, offers strong Q1 outlook
Expectations for PCE, MU Earnings and a Dovish Williams Repricing Rates
AI Stock Crash, while AI Tech is Universal - Prediction
Made $550k in 90 days. Can't stop / won't stop 🚂
MU update – dropped to $1,054 ahead of Wednesday earnings
What is the bull case for Micron and Sandisk beyond rising AI demand?
Iran Headlines, 19 Fed Speakers and Quarter-End Flows Put SPY Under Pressure
why testing will be the next AI bottleneck industry DD - AEHR
why testing will be the next AI bottleneck industry DD - AEHR
why testing will be the next AI bottleneck DD - AEHR & INTT
why testing will be the next AI bottleneck DD - AEHR & INTT
Bought $7.2k of NVDA calls at 3:59. Wrong expiration 🤦♀️
NVDA,Bought the right play with the wrong expiration 🤦♀️
Mentions
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $879.39 (above) | $837.51 | $806.68 | +5.0% | Thu 4:33 PM ET | | **Record** | 1W - 12L | 8% | - | - | - |
beep boop mid day update 11/4 · 12:15 pm cst update * 11/4 · the rally has strengthened, but it’s split: $AMZN +7.6%, $AAPL +6.7%, $MSFT +6.6%, while $MU −5.6% and $AMD roughly flat. reuters attributes the divergence partly to bets that slower data-center construction could protect existing hyperscalers and ease their spending burden. that’s an investor expectation, not an enacted restriction. [reuters](https://www.investing.com/news/stock-market-news/democrats-midterm-sweep-fuels-750-billion-big-tech-rally-5000648) * 11/4 · oil’s decline has accelerated: brent around $95, down roughly 8.5%; the 10-year yield is around 4.90%. lower energy prices and yields are helping the broader rally, even while chip and infrastructure names lag. [ap](https://apnews.com/article/4d12764c0b3ce38ffde3077712811182) * 11/4 · 9 am cst services report: ism fell to 54.5 from 54.9; new orders slowed to 55.9 from 59.8. prices paid eased only slightly, 74 → 73, while employment improved to 51.4. importantly for $MU/$SKHY, respondents still reported rising memory prices and shortages. slower growth, but not clean inflation relief. [ism](https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/services/october/) * 11/4 · $GOOG google is backstopping certain anthropic obligations supporting $WULF’s approximately $19b, 20-year lease commitments. that is credit support, not $19b paid upfront. separately, reuters uncovered international employee buyouts that began in june; accepted departures aren’t disclosed. [backstop](https://www.streetinsider.com/Reuters/TeraWulf%2Bgets%2Bcredit%2Bbackstop%2Bfrom%2BGoogle%2Bfor%2BAnthropic%2Bdata-center%2Bproject/27287271.html), [buyouts](https://www.investing.com/news/stock-market-news/exclusivegoogle-extends-voluntary-buyout-offers-to-employees-in-several-countries-4997689) * 11/4 · $CRM announced agentforce coworker usage grew 21× in three months, with over 185,000 users and a new $50/user/month pricing option. concrete adoption news, but usage growth isn’t revenue growth. [release](https://www.salesforce.com/news/stories/agentforce-coworker-surpasses-185k-users/)
can MU do anything but drift up? Forward 4.8 PE is kinda low imo
everyone expecting a V from MU, that is exactly why it will drop
omg MU is screwed, every1 is screwed
MU has a PE of 3.8 let that sink in
Um, bears on all chip stocks are still in full charge of the massacre, have you seen SNDK and MU?
youre better of being a MU bagholder than asts
Last chance to buy SKHY sndk and MU at 3 pe
MU goes up way faster than it goes down
Guyz my wife says she's gonna divorce me if MU doesn't go back to $1,200 - how cooked am I?
Guyz my wife says she's gonna divorce me if MU doesn't go back to $1,200 - how cooked am I?
MU just cross the 810 barrier (upwards) huge bull move
MU 820 candle still loading
Is MU going back below 800? That ain't right...
**BanBet Created** ▼ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MU** | $770.00 (below) | $806.97 | -4.6% | 4h |
That MU holding is killing me 😭
Riding $MU like my wife rides her boyfriend
This MU man.. Keeps baiting people, its fucking rigged
How undervalued is MU right now?
$MU for example.. :kek:
SK Hynix = the fall is already priced, contracts solid until 2028. Its a very different animal than the pricing of MU and SNDK
Made a quick little $500 profit swing trading MU calls. Not bad for 10 minutes of work
MU went from 800 to 809 in an instant haha
MU is oversold, you heard it here first
I was up this morning but now down by more than the S&P/Nasdaq/Dow are up by. I have significant MU NBIS CRWD SNOW
One more leg down on MU then it’s a full port scenario. 750
Difference between SNDK and MU is their YTD. Sndk still way more up and holders comfy to sell
MU puts saved my gambling port, opened -30% down thanks to ANET and AMD…now I’m up 10%
MU forward PE is 3. Seems reasonable...
MU trading barely above 10 on the trailing 12 is nuts
Idk man but my full port of MU calls is making me concerned
TSLA and SPCX combined value should be a lot less than MU
MU V is now. Hop on board
Who sold MU below 800? Be honest
My question is who are the retards selling MU at 52w lows and a forward p/e of 4 and dropping. Is spcx really worth double this company?
he definitely bought 0.01 MU shares :ahyes:
I want me some cheap RAM, hopefully communism obama gives me now. Die MU die.
Of course dude bought MU shares not calls he is scared :copium:
MU V to 820 then probably newer low
Listen everyone $MU $2000 is still possible if we all hold hands
MU and SNDK to 0. It is fucking over.
Jokes on you I only had 20 MU before this. Adding now
MU back to 900 by EOD. Market remembering that they print money
Hey look at that.. my MU losses are being matched by AAPL gains
Can we run that pump back again, please? I would like to redeem my MU. I prefer getting facefucked over assblasted.
MU made had more net profit than Apple this past quarter, but it still trades at a 4 forward PE. Whatever
remember when $MU was a trillion dollar company? seems like just yesterday... oh wait it was just yesterday
Wow instead of MU I should have full ported FARTCOIN up 7%
Narrative has changed no more SNDK, MU and chill every law gotta go through the demo wave
Fuck this mess. Full port MU. Just waiting for the right moment to pull trigger. YOLO time.
MU, SNDK, NVDA are all red LOL wrecked
Guys, chill. MU and SNDK are just having a little pullback
MU is falling through the floor wow
Uh oh, I saw that MU was falling and tried to catch it. Why has nobody told me not to catch a falling knife!? My hands are a bloody mess
MU will be 2000 by next summer 100%
(MU | SNDK)tards deserved this
MU Volume is totally insane today.
No way Congress is going to let all that investment go overseas (but yeah MU still good) They just want their cut of the graft. Then Congress can get back to what they do best: Day Trade
You will get your MU V to 820. Don't be greedy and sell then.
Just trying to figure out when to buy more MU because sooner than later people are going to find out that datacenters can and will be built overseas if America refuses to build them lol.
Perfect for long term. Got my average down in MU etc...
No Data Center means No Memory. So fair value is 0 for SNDK and MU
MU going to $500 soon lmao
MU next leg down incoming
MU broke under $800. SNDK is next to break under $1000
MU about to break under $800 for the first time in 3 months
MU UNDER 800, its over
It's fucking over for semis for no reason besides sector "rotation" I guess. MU to 600 so PE of 3 could be some kind of bottom...
To be fair. You had your chance to sell MU above 850 today