Reddit Posts
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
If you could only pick one, would you buy SNDK or MU?
Top stocks hitting 52-Week Highs/Lows - June 25, 2026 📈 📉
I've made a few trades recently, and I've been using indicators to take profits at the right time
How do you guys keep falling for the same scam every time
Thanks MU and DRAM for making the comeback a reality
I started building my position in MU back in January this year.
Anyone watching CAT? What a wild ride.
Cashing out my MU calls from yesterday~26k profit! That's like punching in and punching out the same second Guys
Hey guys is anyone else experiencing this glitch on Robinhood? Is my portfolio meant to look like this?
MU options Gains +175% ($88,000) on weeklies
Micron $MU YOLO at yesterday's close ($1,090 strike call, 6/26 exp)
Pre-Market Gainers and Losers for Today (June 25, 2026) 📈 📉
Qualcomm +12% pre-market after doubling 2029 non-handset revenue target to $40B and targeting $15B in AI data center sales
Check-in ✅ 🤔 MU up 15% after earnings — still buyable?
I bought Wendys in 2021 and working here ever since...
Micron just printed $41B revenue at 84% gross margin and nobody at my office is talking about it?
Premium chicken tenders for call holders thread.
MU YOLO that is gonna be >$50k Gains in 12 hours ($1,090 calls exp Fri 6/26)
NASDAQ 100 futures just dropped as after-hours trading closed
Why is MU forward P/E so low and AMDs so high?
MU earnings beat and now its sitting at VWAP after giving back some gains heres my take
Micron earnings strength + current semiconductor exposure in my portfolio
Micron (MU) earnings really changed the mood in my portfolio
Micron Price Target Analysis Part 2
PSA: RAM (2x DRAM) open for retail day after MU beat
MU go down Mu go up, but why always opposite of me.
If $MU opens above 1250 I will get an MU tattoo
For the people that thought the world was ending and MU earnings would be negative
MU’s after hours earnings beat expectations by a wide margin. It feels like my light has come back again.
MU’s after hours earnings beat expectations by a wide margin. It feels like my light has come back again.
Mentions
There’s a big gap between making the investment decision and massive capacity actually coming online. But eventually, yes, this normalizes margins for MU.
MU still fluctuates a lot. I'd go ITM, more than a year out so you get a chance for LTCG. Sell CCs on it, and roll or close before it gets close to expiry. Or just do a LEAPS debit bull call spread if you want to get in and out with a profit, with more contracts.
black swan event - massive expansion of production that wasn't already priced in. will kill off MU/SNDK too
It will be a long term issue years later, but the movement of korea companies and government have proven that they're still bullish on memory, so looks good for MU IMHO.
So MU is capacity constrained and the only way they can continue to deliver outsized growth is squeezing prices. Now their competitors are adding supply which will logically drive down prices. Am I missing something or is this the start of the memory bubble deflation?
It only means more competition in the future, more supply for this commodity which is the antithesis of why MU is allowed to pump right now. Its a game of musical chairs for the next 2 years until the ultimate reality check
Lol...why? SK + Samsung --> Increased supply --> MU and Sandisk are doomed.
Flight to safety: DRAM → MU
Well, a push for improved storage happens, MU will be less attractive. If Samsung is just opening up data centers and buying memory, MU is going to moon.
leverage that position and buy more MU. Will only help get the TP to $2K faster.
I used to believe in DRAM. But now I am thinking MU may be a better idea… Jesus KOSPI
MU green after literal metric shit tons of weekend FUD is hilarious
what will be impact for MU then ?
sounds like MU should be good ?
They do but MU doesn't go as negative as DRAM does due to the latter being overly Korea-weighted. MU gets sympathetic boosts/crushes from KOSPI but it's not as sensitive.
Went all in on MU, SNDK, and MRVL on Friday. How retarded am I?
WDC and possibly STX still have some catching up to do (but I haven’t checked their option pricing) and the sector in general isn’t done by any means. MU contracts are too pricey for where the stock is trading (I traded a single 750call mid May). I’ve had no luck with photonics but could be a timing issue on my part. On big red days Sndk calls are a fucking steal
Really? I know we are talking Sndk but now look at MU
Old investor here. I recall that the time period between the last significant earnings release (MU) and the beginning of the new earnings season (mid July this qtr) is ripe for a market downturn.
Its the other way around. Korean markets usually follow US moves. MU was down last trading day= SK hynix down today.
Same. Honestly, I'm exiting DRAM and moving it all into MU, the KOSPI swings are both over the top and the reason for the swings is too regarded.
SPY 700, QQQ 680, MU 200 by open
Investors have already lost confidence in MU and Sandisk. Both have peaked and started falling.
I think sk hynix has down 5%, and usually MU has a very highly correlation with sk hynix.
MU is just collateral because it’s in the same space. The whole market is pulling back it’s not exclusively MU
I heard that sk hynix down is partly bc of its CEO divorce drama, so that's true then MU will be up IMHO. but who knows...
sk hynix keeps down and it's -5%, but MU pre-market has been from negative to positive to around 0.3%. so which indicator is more accurate ? will MU go up or down 2mrw ?
kospi losers dragging our MU down, can we decouple from those losers
I won't say anything of MSFT because if I do I know what is going to happen so... BROOO LOOK AT MU IS RED 🗣️🔥
I have MU hitting $1,500 before EOY. So, anything sub-$1,200 is tempting. $1,000 would be amazing.
Ohh so they dumping MU to load up on SK Hynix?
MU 🐻, I know you feel the 10% up day for MU tomorrow. Don’t be shy, embrace it.
The MU is the most bloated POS in the market, lmao 💉 🎈 📉
Tomorrow MU opens at 1200 and reaches 1500 by Friday
When I was grumbling about whether MU or DRAM was better choice, WSB advised me that DRAM doesn’t go up much, but the panic selling is really bad. I learned that the hard way. Fuck.
Can’t wait to buy SNDK for 1,000 and MU for 800 on Tuesday
finally, MU is dead and Korea killed it.
MU baby no youre going the wrong way💔
MU to 800 MSFT to 500 is happening
Thats cause MU and SNDK are only 12% of DRAM while the other ones are in Korean and make up 40%
I full ported MU at $80 and RKLB at $20 and then sold both during a loss week and then they never came back
DRAM pumps less than MU but dumps way more 🦧💀
Scalped $2,000 on quick MU swings. Enough for today. We'll see how it's looking in the morning.
I hold stocks for 10-15+ years (yes really), bought MU around 30 and it was grounded for almost 8 years and now it is riding and have no reason to sell. Look, I have a handful of stocks that I am happy to let it run for another 15-20 years, and maybe put it on a estate wrapper. This is one of them,
Like u/midnightblade said, everybody (me included) feels like CCs are "free money" when they first hear about them. They're not, and like he said, they might/can/will cap gains in the underlying. There are reasons to use them, and reasons to not, so look into those for yourself. Claude . ai or similar would be a good place to start. But I specifically wanted to answer your question *"why Weeklies and not Monthlies or longer,"* since no one else has yet. The answer is *theta-per-day.* What is it you're selling when you sell an OTM CC? Just *Extrinsic* value, which is time/hope/theta. And if you're selling something, you generally want to sell as much of it as you can, right? So here's the deal: **There's more theta-per-day in a Weekly option than a Monthly one.** Let's prove that. It's Sunday 6/28, so the markets are closed. OP was talking about **MU**. Generally people sell CCs at 30-delta ("the TastyTrade way"). The 02Jul 1210 Call at 30-delta is selling for **23.87 at Midpoint.** It's a short 4-day week because the July 4th holiday falls on Friday, but let's call it a full week anyway. If we could sell that every week, we'd have sold 4 x 23.87 = **95.48 worth of premium in 4 weeks/**one month. Now let's pick a Monthly, and use 4 weeks to match (instead of going 5). The 24Jul 1340C at 30-delta is selling for **46.92 Mid**. We can immediately see that 4 weeks of selling Weeklies at 23.87 earns us about **twice as much** as selling 1 Monthly at 46.92. And that's generally the case, but prove it to yourself with other tickers. And again, there are arguments for Weeklies, and arguments for Monthlies, and benefits/drawbacks for both. I used to sell Weeklies, but stopped. Now I sell 2 weeks minimum, but usually 4. But lots of things work, so get out there and experiment for yourself. Take good notes along the way, and pretty soon you'll settle into what works for you.
MU in 2022/24 cycle did not have the contracts they are negotiating with the buyers. There was recent TV comment where someone from MU had said that Apple refused to pay for any price increases then, and MU shelved their capacity build plans. Yes - you are correct, it is cyclical and MU is going to load up their money trucks for the next 0-3 year. Question is do you care if it is only 0-3, and when will market start to discount. Not selling anytime soon
Nature of supplier agreements has changed - approx 50% of prices / supply are contracted to the buyers per the biz news channels Need to look up one of the buy-side reports on MU
get your MU sell orders ready on hood in 5 minutes lol
Submitted a buy at open for $MU at $1,140. Think it goes through?
Or, paid the higher fees. MU knows a thing or two about higher fees.
I don't have a strong understanding in hardware in general that's why I'm not in them. But also to say MU wasn't priced on bottleneck is crazy. I wonder how many bottleneck bros would agree with that statement considering that's literally how the business is so profitable this year. Your historical PE was in single digit for the most part before this trade started because it was cyclical and the market never cared, not because the growth didn't exist. If the market simply assigns every company a fair multiple, then no stock would be undervalued despite their execution. ZETA shouldn't be below $20, NVDA shouldn't be dipping below $200. But that's not the case. When the market likes something, they overbuy it, and when it falls out of favor, the PE just goes free fall even though nothing's changed about the company even if your company is still putting up decent growth. Best examples of this would be PLTR and NVDA.
Self hosting servers and laptops still need memory. Maybe not hbm4 but dram and nand for sure. DELL and MU SNDK are the plays here
DRAM Hynix MU All trading higher than close on Hyperliquid
INTC, MU, ORCL, NVDA. Bet on America and you will win
Wars over again and samsung is rumored to drop billions on AI infrastructure again. MU to 2000
NGL. I was stressed this weekend about the 2000 shares of MU purchased with margarine on Friday. All praise to Axios.
I literally forgot to buy more MU calls before close because I was watching the world cup. That's going to cost me
imagine buying buttcorn thinking it will go up when MU is going up 10% every day
I thought for a second to sell all that shi and buy 80 MU right before earning call but was to big of a puss to pull it off
More upside in MSFT than MU from here I bet
didnt MU projected higher sales and margin ?
Oh yeah Apple isn’t buying MU, they have a cheaper stock from China lmaoooooooo GG market
If you want to maximize ROI, volatility is what you’re looking for. So more AMD. Also $DRAM or $MU.
what did you do? short MU and SNDK?
I think so, like, about a year ago I took my exact portfolio, NVDA, AVGO, and UNH, and switched all of them to be about 14 months out, same exact stocks, just a different tool, and my gains improved significantly. So did my losses which hurts a bit, took my account down about 80% at one point when tech died off at the start of the war, but everything's back now, especially since adding MU to the mix. Major downsides over shares though, LEAPS are expensive as fuck, so you can't really bee very diversified, so that means you gotta be right or you're screwed. On top of that, you have zero margin to play with, but I feel like the pro's outweigh the con's.
Praying for a +10% MU pump
Just buy MU, SNDK and make money. Some puts too next week perhaps once orange man backtracks.
MU.... please up. Please go up MU
That’s funny because that’s the opposite of how I feel. I’m extremely bullish on MU. I have $250k invested in it and are completely okay with its volatility because I have strong conviction in its potential. The idea of not buying more MU because it’s “too slow” doesn’t even cross my mind. I actually see dips as buying opportunities. I fully expect pullbacks and periods where it’s down. If my thesis is right, I expect that patience to be rewarded. So I’m not sure how my post reminded you of that because it’s actually the complete opposite of how I invest in my high conviction stocks.
$MU $NBIS $RKLB (maybe wait on this one I don't know what to think)1
SNDK has pure NAND exposure, which SK Hynix also operates in albeit more diversified. So they do compete and benefit from the same tailwinds i.e. the pace and scale of hyperscaler capex cycles. I'd recommend following it very closely along with Samsung, MU, WDC and Broadcom, even if you're investing in just SNDK.
MU calls all the way to the gilt
playbook.nice execution, buying the pre-market dip and letting MU's print do the heavy lifting is a clean playbook playbooknice execution, buying the pre-market dip and letting MU's print do the heavy lifting is a clean playbook playbook.nice execution, buying the pre-market dip and letting MU's print do the heavy lifting is a clean playbook
If I were you, I'd buy MU and Sandisk because MU will reach 4000$ by end of 2026, and it will be 8000$ for Sandisk. Plenty of easy money left.
so you gambled on MU's earnings
Plan for this week MU 1400 SNDK 2500 BB 14 HIMS 42 RDDT 190 MSTR (lmao) 100 WEN 12
Everyone was questioning MU when it reached 500, then 600, then 800, then 1000...
A little near oversold, imo. $MU and chill is my play. Some $DRAM for balance.
nice execution, buying the pre-market dip and letting MU's print do the heavy lifting is a clean playbook.nice execution, buying the pre-market dip and letting MU's print do the heavy lifting is a clean playbook.
MU has ruined earnings, they set a new bar that is literally unattainable by anyone else
Markets are thirsty for a glimpse of positive news just to soar +4% on the Nasdaq Anyway MU 1300 tomorrow
Man owns both MU, MUU, SNDK, and SNXX. Smart. Always diversify.
No. MU gonna moon regardless.