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 🤦♀️
Streamer just bought 10K of MU pre earnings
If market takes a shit wishlist — what prices are you betting your house on ?
Yolo-ed my life savings on MU and SNDK at close yesterday
Mentions
Just an appetizer. Most of you have never traded in a real market. You've been playing the tutorial mode the last few years where you can just keep buying MU and NVDA calls and eventually you win. We'll eventually return to a time when you can lose and keep on losing until you aren't allowed to lose anymore because you're living in a box behind Wendy's.
But it’s not about recovery speed. I’m talking about stress. One stock drops 50% and it is very very stressful. Go to the MU forums where people (supposedly) full ported and now going “oh fuck when back to cost” Can you recover faster? 100% but if your one stock drops 50% as the market is green, you sweating a lot harder. Vs if the entire market is down, it’s a “ya, it ain’t great, may take some time - but either the global market recovers or none of this matters anyway”
Amazon (AWS): According to current figures, planning for 2027 CapEx to be "meaningfully more" than the massive $220 billion in 2026. Alphabet (Google): Has signaled that its record trajectory (currently $195–$205 billion) will be pushed even higher in 2027. Microsoft & Meta: Maintaining their investments in physical data centers and AI clusters at historic plateaus of well over $100 billion to nearly $200 billion annually each. I buy the MU dip
Same fumbled my gains when I flew too close to the sun with MU calls https://preview.redd.it/n99873ihpqyh1.jpeg?width=1319&format=pjpg&auto=webp&s=a59d15e351b169f26b61163ce452a58d708af8ae
I cant post in MU sub cuz kar'a requirements... I have mu $1060 calls expiring 12/18, am I cooked chat?
Will start nibbling once it drops below 10 PE now that the management has proven they aren't able to diversify their revenue. It's probably going to 5 PE if the market isn't even willing to give MU 10x forward PE.
Lame the 911 Turbo S is such a better car. I bought an F350 with NVDA and a 911 Turbo on MU.
Ugh I drunkenly ordered a slice of pizza but I also got a salad and added broccoli so that almost evens out almost like my SPY puts almost making up for my GOOG and MU losses lol
How much money would it take for NVDA to rally like AMD or MU, do the math on it seriously
**BanBet Lost** — /u/Scarfaceb1tch (8W - 7L, 53%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▼ | $906.26 → $850.00 | -6.2% | 1d | Lost |
exactly, its very simple, institutions arent buying big calls right now and are day trading with tactical asset allocation to things like aapl or lly or consumer defensive. theyll switch back to MU sndk with big money post midterm again. they always do this. this is the only answer, retail cannot move stocks unless its a pandemic and everyone is home lol
This is a dumb comment. If market was expecting MU to maintain the same revenue growth (400%+), it would have been worth 400 trillion dollars.
Yeah where is the bubble with forward multiples of MU and SK Hynix at like… 3-5?
He mentioned MU so I'm guessing he's playing the extremely volatile ones.
Why is Ai making me question whether a low p/e is bad? Lmaooooo MU 5 vs Tesla 285
What's next on the chopping block next week? NVDA and MU?
$NVDA there is no AI bubble, until $NVDA earnings drops. Right now $TSM can’t meet demand, $NVDA earnings skyrockets, on to $MU gave $52 Billion revenue few weeks back. So AI bubble noise story is not real, AI changing all performance at every sector
Both...sold off some GOOG, VEU and VOO...bought some TSM, MU, EWY and NVDA...as well as QQQ. Just risking up while things are a little lower. Regret selling Google ...maybe buy a tiny amount to scratch the itch.
MU performed well all things considered
So MU has another -20% to go....
Market cares about future profits not current profits. Why do you think MU ran 1000%? Who knows in 3-5 years what MU will be making and it might not be as much as it is today so why take the risk now?
I keep thinking the same damn thing over and over since INTC said memory prices and demand were hindering them. How can that possibly *not* be extremely bullish for companies like MU? They literally have a stranglehold on these other companies. It’s like they’re selling fuckin oxygen.
|Stock|YoY EPS growth|Trailing P/E|Forward P/E| |:-|:-|:-|:-| |PG|\-3.1%|24.4x|22.8x| |KO |\+12.3%|27.8x|27.1x| |PEP|\+51.2%|17.3x|16.2x| |COST|\+14.0%|48.8x|44.4x| |WMT|\+4.2%|44.8x|41.1x| |NVDA|\+125.3%|25.9x|16.9x| |MU|\+879.3%|11.9x|5.0x| |SNDK|N/M\*|9.3x|4.8x| |AMAT|\+38.3%|33.7x|22.1x| |AVGO|\+100.0%|41.6x|18.7x| This. Some examples. The highest P/E out of all of these if Costco. With 14% growth.
Yea its all shares, alot of more degen shit tho, AAOI, APLD, MU, ASML, HPE, WDC. Unlucky I guess.
Haha none of this about AI being bearish. Google aI overview has its ad revenue stalling, that means AI is forcing companies to adapt because AI transformational and chatgpt and claude stealing market share Intc is clearly bullish for AI as they failed to buy memory cheaper when they could so their guidance was weak because pc prices are high with memory shortages deterring customers, short term bearish for intel, bullish for AI in general. Kioxia had weak guidance but thats because they are 30% consumer revenue, wheras sandisk is 3%, bullish for AI, memory, kioxia did a bad job compared to other memory companies like MU and skhy and not as smart as sandisk who just had a blowout quarter and blowout guidance. This is all wall streeet confusing you guys. Burrys thesis is about stock valuations after gpu prices arent supply constrained in the future, which is several years away as GPUs have been supply constrained for at least 7 years. Nvda cang even meet demand because of a lack of supply for yet another year. This is all noise, strong bullish for AI. After nov 3rd market will flip bullish even if theres a rate hike which will help bonds again too
Here are the current results from Claude Sonnet 5.5 (Medium). ||\~Price|Forward P/E (my math)|Free cash flow|Balance sheet|Estimate direction|Call| |:-|:-|:-|:-|:-|:-|:-| |GOOGL|$280|\~19x 2027|−$9.1B in Q3|\~$98B debt plus new equity|EPS trimmed, capex rising|**Undervalued** (funding risk)| |SYK|$273|\~18x 2026, \~17x 2027|\~$2.7B over 9 months|\~$11B net debt|Cut twice in 2026|**Undervalued, unproven**| |CAT|\~$655|\~21x next 12 months|Record, mostly returned|Targets mid-A rating|Rising, guide unchanged|Fair; not a knife| |AMZN|$239|\~23x 2027|About −$42B trailing|Debt rising fast|Op income up, EPS miss|Fair; capex-ROI bet| |NOW|$110|Mid-20s|\~$5.9B guided, \~$4B SBC|Not verified|Guide raised, cRPO slowing|**Falling knife**| |MU|$885|\~5x FY27|$62B in FY26|$68B net cash|Rising|**Knife until pricing is visible**|
Yup. For example the first buys and volume for MU was by exactly $861.61 before the algos kicked in.
Just say you bought MU bag holder lmao
Alright made $1000 off of my MU puts and now I bought a MU call for Monday, is this regarded or am I a genius??
20% evaporated off MU options just for being flat for one hour lmfao
I just realized $17 scalping the MU dip. Basically god status.
Looks like I'm going to be holding MU for a while
Hang in there man. On the flip side everything is red there will be a point where things flip back. Pick something with more tailwind nvidia, MU etc if you time it right you can ride the recovery with options and 2 to 5x. Also say nvidia dips to 180 just shares you got an easy 20% once it recovers
If MU can close down less 7% I will consider that a win lmfao
I was down 200$ and MU 0dte just broke me even on the day
can we even get a $5 relief pump on MU? This is nuts
#Stocks off from their 52-week high: #SPY: -3.5% #NVDA: -18% #GOOG: -32% #AMZN: -17% #TSLA: -21% #META: -22% #AVGO: -35% #MU: -32% #AMD: -25% #INTC: -55% #ORCL: -52% #LMAO🤌🍁⛹🏾
I wish all stocks looked more like SNDK so I dont feel alone in this or at least MU. Memorybros we're cooked
Nah man. I sold all my semi shares 3 weeks ago and started buying poots last week. I lost a lot of my MU gains in July by bagholding.
The difference, and this is a huge difference, is that all the [dot.com](http://dot.com) companies that were popping up had zero to negative revenue. That's not quite the case for these AI companies. Another difference is that established companies are being looped into the ai story (WDC, STX, KLAC, LITE, MU, SNDK, MAG7, etc). That wasn't the case back in the [dot.com](http://dot.com) era. It was just new companies being created out of thin air from any random idea off the street and then investors pouring in. It's not quite the same with AI.
INTC basically said, "We're fk'd because of memory prices - makes the MU drop seem odd.
I mean, if he invested into MU before it took off, he definitely could be real. 12 year old account with definite wealth scaling once you get past the Uber rich posts. Post history is way more consistent than most bot accounts I've seen.
hard to believe MU trades down 100$ from yesterday
MU hates 870 with a passion
She should have said MU is over 1000. SAD
Stop that MU. Get back down there
How does TSLA with 100+ PE remain at just 1% down when Google /MU/ SNDK etc get shredded ?
It's because the revenue is viewed as nonsustainable. Nobody cares MU 15 bucks a share now at _this_ share price if 3 years from now it'll be 20 cents a share.
I was doing fine with stocks and investing and then I gambled on MU’s earnings with an option and made 5k in one day. Then I got greedy with options and stopped by stocks and started trading options and the market dropped multiple times. Every time I thought I was buying the dip. And then most of the options expired. Still have some options on NBIG 120day expiry.
# That MU bol tarp was filthy
And, believe it or not, people here will still buy-the-dip on these shitty MU and SNDK stocks
That makes sense. It’s not capex for MU though it’s revenue. Why do the markets punish MU for high revenue? Shouldn’t M7 be down significantly more by that logic? Clearly being down 3% isn’t going to change M7’s multi year AI strategy
Glad my port isn’t GOOG, NBIS, MU, SNDK, ASTS, RKLB.. oh wait. It is.
well, MU dumped less than SNDK so it got that going for it
Guess MU is pinned to 890 for the rest of the day
Believe it or not MU is the way to go
honestly if NVDA and MU are booked out to 2028 the capex cut story feels early, companies don't usually slam the brakes when their suppliers are sold out that far ahead. amzn burning cash on infra while demand signals stay this strong isn't the same as burning cash with nothing to show for it. still, -42b TTM is a big number to stomach if you're holding through a few more quarters of it
MU is finished lol will go 860 today atleast
Micron (MU) Everyone needs more memory and no one can afford it. 100 Billion buyback at a sale price Equals: An unlucky price target 1300
Out of MU puts for 50%…this stock is too stubborn to tank
I just want to see MU back at the lows of the day that’s all
at its PE...its still an AI continuation gamble, has too large a market cap to gain much, and has more circular financing then MU or SNDK - both with lower PE's, both also betting on AI boom continuation, and both with lower marketcap and high chance of doubling in a few years
MU ... PE at 1... "It's cyclical stupid!"
Sold my NBIS and MU puts for 300%
MU: Got you dip buyers again haha
MU 917c going to print?>
wait for MU 870... calls... profit :)
Lmao blood in the water and MU buyers lining up with open bags. Love to see it
Bought 0DTE MU calls this morning as it was riding up. 907 strike price. Took profit at 895
Can MU HURRY UP AND GO UNDER 800 already
God damn was up $800 then got out at break even because of that bull shit MU pump
23k in 10 minutes, thank you MU !!!!!
My MU calls are making up for my Orcl loss hell yeah
what’s this green dildo for MU?
Sure, and I agree with your other comments below, but that's not going to affect the current sales rates for NVDA, and they both still need MU, which is the more baffling of the two anyway.
Ok at least MU hulking back a bit
MU negative forward pe by end of day. the company is going to pay you to own the stock
AMD is one the stalwarts of the trade (+AMD, +MU, +SNDK) INTC is heavily involved in the PC market and they've revised guidance down for Q4 and had their target downgraded, so theyre being repriced..... par for the course AMD will have solid earnings (maybe not as much of a smash as last time, but still good) Looking at the charts, I think Big Players scaled in some pre-call, they're that sure of the Earnings, and i don't blame them....
Ok why the fuck is my port green I thought I'm goners Things like MU 1200c and nvda 240c shouldn't be green 😂
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **MU** ▼ | $850.00 (below) | $906.26 | $872.26 | -6.2% | 14h 2m | | **Record** | 8W - 6L | 57% | - | - | - |
If I bought 875 puts for MU midday yesterday did I do ok?
getting MU calls at open
I wanna see MU -10% and AMD -15% before the close
Should have sold my MU yesterday Oh well
Boys, I bought an 880 put on MU yesterday at 2:30 pm and low and behold I feel like a genius
One would think capex increase will make MU/SNDK to rip