MU

Vlisa

I was confident to hold MU, even if we have a big drawdown, but the amount of cult posting about it here is making me wanted to unload some shares.

TreGet234

MU ceo just dominating jensen and he can't do anything but please him 😩

KayMS_

If MU has a million holders, then I am one of them. If MU has ten holders, then I am one of them. If MU has only one holder, then that is me. If MU has no holders, then that means I am no longer on earth.

SpecialTrust2045

How many of you here are ready for AI bubble burst if it happens? I am mainly stocks and rather diversified in other sectors. I also tend to sell some positions to take profits wherever possible while keep remaining for further upside. For AI exposure and tech stocks, feeling more comfortable and holding hyperscalers mainly mag7 (Goog, Msft, Meta) now. Very small positions of ORCL and BB which I am planning to sell in the short term hopefully. As for semi stocks, I am holding some DRAM as well as MU. We don’t know when the bubble will burst but some risk management and preparation are always wise.

Even-Square-6246

Cmon market don’t make me MU and Sandisk bagholder

ThetaGrim

MU was $120 last year. I think these types of plays require a major catalyst. If you believe supply will be the next limiting factor, then you should hold but no one can really say when these rare earth will be the next bottleneck as supply is pretty plentiful for now.

Ambitious-Breath-867

It really depends, algorithm trading dominates. If a stock slumps, the whole sector goes down together. For instance the AVGO earning couple weeks ago, although it has nothing to do with HBM or storage, memory stocks fell as well. Another example is MU’s earnings few days ago, although it absolutely crushed the earnings and did surge pre market, but slumped as soon as the market open, cause those firms’ trading robot just want to short it anyway. You definitely can make a profit from it by purchasing shares, but you need to be at the right side. I think the safest way to do this nowadays is by purchasing both calls and puts at the same time then sell it before earnings, let IV do its things. Or you can short both calls and puts right before the earnings and wish for IV crush, but that’s a bit too risky.

Scalpaholic

MU didn't rally back to ATH after it's best earnings yet. Now it's forming a Consolidating Bear Flag at least on the 1D. If anything it's about to go lower.

Scalpaholic

Market running on pure Retardium. It might seem like 🥭 can just say Peace Deal XXX and once again we'll go into an uptrend, but this thing's ready to dive and keep diving for months. SPY 600P 11/30 is where my next Wendy's paycheck goes after July 4th. Edit: Also, MU sold off prob because Big Money knows cracks show 2Q Earnings. Otherwise why would MU selloff. It's not Retail doing that 

FreshestCremeFraiche

I’m not saying it’s bad for GameStop to have a rabid fan base, in fact I think it’s obviously great. They have been able to dilute on multiple occasions without a major sell off, raising capital and strengthening the financial position. Who it’s not great for are the individual investors who delusionally still believe they will become rich, with many believing that the price will inevitably reach millions of dollars *per share.* If that were ever possible, the dream died in Jan 2021 when Robinhood turned off buying. The hype and moment could never be recaptured, but to be honest, the belief in million dollar share prices was always stupid. The powers that be would simply not let it happen, ever, no matter what the internet autists insisted was mathematically provable and inevitable. Like, imagine believing that Congress and various agencies would let a large portion of the national wealth flow from its current bearers to a bunch of sweaty nerds who were technically correct (and potentially guilty of market manipulation to the right judge). No, they would simply declare some sort of emergency and seize the shares, cap the price, whatever. I was planning to get out in the high hundreds before it hit the chaos associated with a milestone like $1k. Anyway, sold immediately when I saw what RH did, kept about half my unrealized gains, bought a house. And my 401k is up more than 100% since then, let alone my actual gains, all of which GameStop apes have missed while their beloved CEO lubes up their assholes yet again with this eBay deal. Time to realize you’ve been used, pull out whatever’s left, and invest in MU $2000 calls like a true regard

Sufficient-Skill9530

There’s attacks going on right now in the Iraqi green zone near the US embassy. Pretty wild. Iran also attacked Bahrain.   Is this bearish or bullish for MU bag holders? 

Zauberstaby

Oh Shit, it's 2025!! I'm buying MU Shares!

Dumbfuckistan_USA

Yup. MU run is at the top. Slow decline back down to $65

WatchYourAss

Yessir, last May when we were building our original thesis positions at $93-$95/share! What an amazing and life changing 13 months it has been! I retired almost 2 years ago. Thanks NVDA! MU is the Cherry on top! Life is good! Micron bulls … LFG!!!

JohanLiebert92

"Record $16.3 Billion Pours into Robotics Startups in Q1 2026" This is it boyz, let's find a MU-like robotic stock that will shrek the heavens in 2027 🙌

Key_Discount_4969

Are people still buying MU? Or should I just put my 3k into nvda, google, Amazon and meta?

Kablamo92

Exactly. Funds will reposition to get more balanced exposure between MU and Hynix. I wouldn't expect a sustained dip, but perhaps more of a cumulative incremental effect in terms of future capital allocation between the two.

ga643953

The reason they're doing all those is because they know it's cyclical. And you're talking about jacking up the price for a company that's already operating on a massive loss that's about to go public so people can see how atrocious their margins actually are. LLM companies have lost pricing power and people are questioning whether or not it's worth it to waste money on the best models for day to day tasks. If Anthropic fails because people are looking for cheaper options like Deepseek (token costs is 50 times cheaper), they will be so dead. LLMs are a commodity. Not to mention the reason MU has this blowout quarter is not because they're selling more chips. They only beat because of price hikes, which drives inflation. You are also not looking at what their customers are doing. GooG, MSFT, NVDA are developing memory compression tech. Apple is asking the admin to let them buy memory chips from blacklisted Chinese companies. Anthropic and OpenAI are looking for ways to lower token costs. Memory is a commodity that's very important in our lives. It's in phones, TV, your fridge, PC, etc. The administration wants rate cuts, but if this cartel gets in the way of rate cuts because they are causing inflation even though oil has come down, a certain someone in the White House will pressure them to lower the price, much like he did with oil companies. The left is running away with affordability issue so they will most likely target them and start passing bills that the market wouldn't like to control inflation so they can look like the good guys. And no one is on their side, not the public, not the government, not their customers. They have their bargaining power right now, but if they abuse it, someone will take away their toys at some point.

sigmakry

The $31 EPS guide is impressive on the surface, but you're right to be cautious — the bar just got raised significantly higher for the entire semi sector. When Micron beats by that margin, the market immediately reprices expectations for ASML, TSMC, and the rest of the chain upward. That's the trap. The real risk in July isn't a miss — it's a "good but not good enough" earnings season. If TSMC guides in line but doesn't raise, that gets sold. If ASML shows any EUV order softness, the whole equipment space cracks. From a positioning standpoint, the smarter play might be to fade the semi euphoria heading into earnings and look for re-entry post-report. The Chandelier Exit levels on MU and AMAT are worth watching closely — if either breaks below their 22-day trailing stops on high volume, that's a clean signal to step aside regardless of the fundamental narrative. July earnings are always a volatility event. The question is whether you're trading the number or the reaction to the number.

vanceraa

Buy leap puts on MU then, you’ll be a millionaire and it sounds guaranteed 😎

LongBuy3108

Theres something under the radar called Micron. I like the stock $MU. I see it tripling from it current valuation

Clackamas1

I remember when $1gb of memory was $1m. You know who was paying it? The DOD and DOE. You just see that deal with the US government and Anthropic? Days after the MU and Anthropic deal and earnings? Calls

3brcuse

Apple memory fud is retarded ber nonsense because that's all commodity DRAM. reports are showing CXMT's rates aren't even that much lower than what MU or SK or Samsung are asking anyway. but basically for CXMT to hurt MU where the real profits are, they'll need like 3 unlikely things to happen around the same time, 1. China doesn't absorb domestic supply 2. true vertical stacking 3D DRAM actually turn out to be a better solution than HBM for data centers. but it's still theoretical and i'm not sure who's even studying this 3. China catches up on server grade DDR5 when they are 1 generation behind in product and 3 years behind in manufacturing. but the catch here also is that even if they catch up, they'll need to get qualified with NVDA, INTEL XEON, AMD EPYC, etc. to take money from the big three. this not only takes a long ass time, but would also surely be blocked by Congress

banaca4

Oh both AI bubble and MU at 2k . How can this sub be so idiot

BraPaj2121

Lol I was just wondering about all the insider s that probably bought MU right before it took off

Clackamas1

I think you are thinking small. I would not even be the least bit surprised to see a 4t market cap. This anthrpoic partnership is right in line with the administration basically monopolizing Anthropic for the chosen. This is like the space race and the ones that own the magic money printing press are going all in and MU is a critical component. They are going to get whatever they need to build out HBM fast.

AdCritical5383

I realized $16k of profit this week on MU and scalping SPY. It feels good. And different. Looking forward to fucking it up Monday. 🍻

euphoricmoonberry

Are my July 10 1250 MU calls cooked 😔

ChipWong82

Is SK Hynix worth buying? Or stay with MU?

stocktrader89

Worst- Baba by far, bought 150 shares during covid at very high prices, it’s such shit, Best Buy ever MU, if it hits $2,500 it’ll change my life forever.

FlatSummer1600

I think he'll blame memory in general. But that is irrelevant. MU being the ONLY US memory manufacturer only emphasizes how much volatility their stock price would experience because of this narrative. But you've changed my mind. Sell your shares of MY, and go all-in on MUU. You're a true stud.

Kablamo92

I think the point he was making is that it behooves you to research the sector more thoroughly. Memory companies in particular tend to move in tandem with each other and SK Hynix news actually precipitated the pullback in the Kospi and the dip we saw in the US before MU earnings. An SK Hynix IPO would also potentially siphon some institutional liquidity from MU.

AgitatorSupreme

MU will likely do a split sooner than later. Everyone does a split once their stock hits $1k-2k. NVDA, AMZN, CMG (Chipotle) are a few I can think of right away.

ElkQuiet1541

**Chinese hedge funds warn the AI "super bubble" is ready to burst . bloomberg** we might see MU at 600$ in July

TranslatorRoyal1016

\-you have exploding memory market (MU, SNDK, now soon you can directly invest in SK hynix) \-you have beatdown mag7 with guaranteed recovery \-you have beatdown SaaS with (longer) near guaranteed recovery but sure invest in garbage speculative trash lmao

b1gb0n312

All in MU

Specialist_Stick110

extreme fear in here, apparently a couple red days means the ai bubble has popped and the market is going to zero 🤣 ...oh and apple crying about memory prices will not get them a china deal, keep dreaming, MU to 2k this week

No_Current3675

Selling my remaining MU at 1500 and not less. I think I have like $100K realized gains from MU already.

This-Philosophy-2580

This has maybe another 3 months left to run. 2028 earnings are already being priced to perfection. MU has to come in at around $42 EPS next report to move the needle, which is already represented in the stock price

RepairSubstantial735

Right now MU is flat. DRAM is basically the same thing. MU is the only active holding and it follows that. If MU is up then DRAM is up. If MU is down, then DRAM is down too. That'll change a bit when SK HYNIX becomes active on USA markets on the 10th

Candid_Payment_4094

Believe it or not MU calls

Constant-Bridge3690

I'm also looking at inventory via days sales outstanding. It has been around 120 days for four quarters in a row. Basically, MU is selling everything they can produce and they are able to raise prices because of the severe shortage. Revenue is projected to increase 85% next FY to $235 billion: [https://finance.yahoo.com/quote/MU/analysis/](https://finance.yahoo.com/quote/MU/analysis/) This is my bet the ranch stock pick for at least the next year.

GloomyMembership4197

Ok, SK Hynix + Samsung 61B investmet = green week, all semis will pop, except for MU maybe, because its not good for them that SK Hynix + Samsung strenghthens.

BentonD_Struckcheon

Investing 101: options are for hedging. Example: I read that Wendy's thread the night it came out, did some very basic DD, figured for 600 bux it was worth seeing what happens, and bought 100 shares at 6.33. Why 100? Because I don't trust any of youse, and so I keep my position sizing on stuff like this to an absolute minimum. Next day it shoots past 8. At that point I sold a 9 call for .80, bought a 6 put for .33. So, I am now in a position where it can go up to 9.80 and I am fine. I am also fine if it drops below 6, because 80 - 33 is 47, so my actual breakeven is now 5.86. If by the time the put expires it's above 5.67 but below 5.86, I will have lost a few bux. Below 5.67 I lose a max of - drum roll please - 19 bux. Above 5.86 and I make the diff between that and whatever the price is. And that's how you use options. If you have less than at least 100k you shouldn't even glance at stocks like NVDA, they're too expensive. You want to be in a stock where you can buy 100 shares and then hedge your position with options, and the size of the position is so small it doesn't matter if the damn thing goes to zip, even if you have no hedge. Do that with a bunch of stocks and you have a portfolio that has a very high probability of actually making a decent return. If you have a million bux of course you can do this with NVDA, MU, and anything else that strikes your fancy.

intriguingwatcher

I lost everything in one day. I don’t trade much and not a gambler or anything. I just read and saw so much hype about MU that I decided to try one time. I bought 1dte options of all my money (160k) and lost all of it. Idk what to do now.

iratezero

Guessing bearish short term (along with the rest of the mag7), but bullish longer term. Hot money is still in the memory trade. SK Hynix getting added to the US market on July 11th should attract a lot of capital, some will be rotated out of mag 7 gains + people who missed out on MU and SNDK.

nordik1

MU locking up 16 deals until 2028 was significant too though

HighwayExotic2808

AAPL trying to pivot away from MU to GYNA would be a threat to national security...so basically it’s 50/50 shot that the 🥭 admin allows them to do so and loads up on AAPL calls and MU puts

GloomyMembership4197

It's a zero sum game - they are competitors. So what deals SK Hynix and Samsung wins, MU losses

Relative_Handle_2961

i may sell soon to lock in profits but its fully in anticipation of buying the dip. MU is going to 1500 at least

h2d2

Yes, and it keeps me up at night knowing that dude made $1.5 million keeping his MU shares when I sold mine for $70...

Yin-Hei

The extra oof here is what he could’ve made with MU or SNDK for the time he held META

craftsman_70

That's always the thing about bull markets, in particular supercycle markets, you don't know when it will pull back, you don't know if the pull back is temporary or a larger trend, nor do you know where in the cycle we are actually in. Take MU as a good example. Between the summers of 2022 and 2024, MU went up 120% before it fell 50% the following year. One might call that a cycle before this one started. Or one can say, this is one big cycle and the drop in 2024/2025 was a pull back and not a bear market.

Motor_Narwhal5259

Well two things as MU and SNDK chad that's already profited a lot from them.  1. Y'all bought the Mag7 dip wayyy too early. When a dip occurs you don't want to buy on the way down. You want to buy on the way up. On paper that might look like you'll leave money on the table, but most of the time it'll fare better for you.  2. You're not too far. The AI bubble has burst - though the MU earnings made it look like it hasn't temporarily. 

itsyorboy

MU printing money because the HBM supply is extremely constrained compared to demand. Samsung's massive Capex investment aims to increase supply manufacturing capacity

Even-Square-6246

Yea if MU hit $2000 next week

wheezyts96

SKHY debut July 10th is gonna mass exodus MU, hence the sentiment pump before the dump. Be careful out there…

OrdinaryMix4013

#maybe taco could use an MU memory module bro is out of fuking memory LMAOOO!!!!!!!!!!!!!

BloodMossHunter

i know it sucks. iright now it doesnt feel that real and thats ok, youre in barganing stage. You arent stupid either - this was a really bad week and it was a week where big boy fucks decided to tank the market even though it should have gone up after MU earnings because it started going up AH. but they keep taking their money cause they are the most greedy and vulture - and the biggest. you see we are fleas on this fucking dog to them, even though its the retail and hard working peoples money whos actually in the market - these fucks "manage" it but in reality they take more for themselves and try to syphon more off us. dont listen to people saying 'but its still up 50-100% after this drop" yeah fuck you, when ether was $4000 people were telling me NFTs were cheap too, fuck u assholes i realized they bought ETH at $200, not $4000. same now, look at these fucking charts that look like a pump and dump penny stock pre ramp up. i said it two weeks ago when i came back to trading - how the hell can u be sane to invest rn? well, made money first week, and then lost it all the next cause it looks like i was right. I could be off on timing and this goes up a bit more,, but just as far as real physics this markets valuations are complete horsheshit. So yeah its a hard time to invest now if u didnt already go up 2-5x over the last year. I know this chick who posts she goes up 20% per month.. this type of shit. anyway got my own saving wiped out this week too and i dont have a job. savings werent much but u know when u dont have much is when it sucks. good news is if i went to get a job id make way more in a couple of weeks. anyway ill tell u as someone whos been wiped out previously, life goes on, eventually u get over it. this isnt that big of an amt where u should do bankrupcy. I know it sucks. Think about working harder just for a bit of time to get to $1000 in savings asap so u can breathe easier. think of a thesis in trading and give it time, like just think over time what makes sense ,when ur relaxed. thats how i made money. as soon as i got greedy and especially 0dte is when i lost myself in the sauce and my money left. dont make more bad decisions on top of this, heal. cheers

craftsman_70

Except if you follow the concept of commodity companies. With these companies, the opposite is true - they are cheap when their P/E is high and expensive when it's low. This is the reason why people are nervous about MU as memory has traditionally been treated as a commodity.

Moepenmoes

Forward PE yes, but not trailing PE (which is 50+), which is under normal circumstances safer to look at. Trailing PE doesn't mean a lot in this situation either because of how fast MU went up, but at least it's safer to look at than forward PE. I'd treat MU more like a 20 PE stock because of it than blindly believe in its forward PE.

Runningforthefinish

Up 66% on MU

Proper_Jeweler_9238

NOW is saas , Microsoft is always soft company. how you can call you \`all AI\` when you invest those but not invest in MU/SNDK ?

Complete-Jump7674

Anyone check on the guy shorting MU at 750 yet?

shotparrot

Put $46 on MU this week and ride the wave up! MSFT & AAPL WILL soar as well.

cleanAir101

I put $400 into MU at $90 back in April 2025 made me 5k just have 2 shares left keeping them for the long haul wish I bought more so bad

Soffatjockis

Who knows. Hynix will be listed on the US stock exchange in beginning of July. Hynix has an even more attractive forward PE than MU, which may end up in people selling MU for Hynix. Or maybe it will boost both.

wattap

The week of the 4th is historically very green, and a lot of people are taking off this week for the 250th. Low volume + holiday + positive catalysts (MU earnings for hardware, Mag 7 oversold and starting to bounce) = pump

FlatSummer1600

I love MU and believe that this memory demand will continue through 2027. With that being said, those 80-90% margins are attracting the wrong type of attention right now. The orange man has a habit of blaming any company he believes may take the blame of himself for inflation. Unfortunately, I believe memory is next in line. With Apple increasing prices on its phones and laptops, I can see Trump agreeing to let companies buy memory from China. Take some profits now, your future self will thank you for it.

TreGet234

MU CEO house raided, found naked, high as a kite lying on a big pile of cash and ram sticks.

WickedSensitiveCrew

Agreed. Im surprised the top comment isnt the most obvious thing about this headline. Apple wants China to enter the market so there is more supply and then have legs to stand on when negotiating with MU, Samsung, SK.They want to go around having to deal with the Oligopoly.

WickedSensitiveCrew

Trump is long MU not going to happen.

11010001100101101

It’s a terrible comparison to make anyways. Oil isn’t even really used during the manufacturing process, only after. MU is directly using Nvidia’s spec’s

SameSpray5183

And to even add to that.. micron has had to turn down 1/2 - 2/3 of its "mid and lower tier" customers due to their own supply shortage. By the time MU and SK expand their production (late 2027) the demand will probably have doubled AGAIN! bought my first shares in April 24' for $70 and have been constantly adding to it since.. I think it's gonna run to 1500 in no time 🤞

Adventurous_Sell5994

I knew MU was gong to blow up for so long that I tried telling everyone in my social circle exactly what was going to happen but I’m 19 and couldn’t afford long calls when MU was $300 now I’m sitting here looking stupid at what could have been

Thedaulilamahimself

The options price being low or high has nothing to do with its value. You can find 10k per contact “cheap” options and 1k per contact “expensive” options. Stocks are the same way. MU is cheap value at $1200. But my friend won’t buy it cause the “price is too high” for him. While buying all kinds of lower value stocks lower price stocks.

Top-Meaning2626

Govt gonna allow China Memory MU and SNDK drops 60% on friday

Wapmen

Be careful with DRAM / MU / SNDK calls, Hynix listing on July 11th is most likely a negative factor (money will flow away from MU and SNDK, and shares dilution for Korean Hynix). DRAM might suffer the most actually.

Relative_Handle_2961

yeah i bought MU at 400 and SNDK was 700 at the time and i was like pshhh thats way too expensive... triple bagger fumbled

suizman

The worst part of it is you have to pay taxes for the house and the stonks. I feel you, last year I had to AMD, MU, besides others just before the run. Probably missed about 300k 😂🤪

DufflebagJoe

MU will pamp bigly next week.

fire_alarmist

Professor X over here trying to get his MU-tant army mustered.

TheRealJohnOptions

You know who else didn’t buy MU? Stalin 

GuyFieriFrostedTips

Liquidated the last of my long held non-retirement MU recently. Put some in my retirement account that’s already up 60% but it’s just not the same. MU you were my true North Star. Now I’m rudderless in the dark 😭…

Ohlele

Mag 7: Hey, Mr. President, if you don’t do anything about the memory price collusion by MU, SK Hynix, Samsung, and SanDisk, the entire stock market will crash even harder, and your loyal voters will turn against you. President: I hear your concern. What do you suggest? Mag 7: Look, Mr. President, China is already able to produce memory and sell it to us at much lower prices. We suggest that a U.S. official negotiate a deal with Xi. President: I’m interested. Tell me more. Mag 7: To help save face, please ask Xi to agree to buy just a few hundred tons of soybeans from American farmers as a concession in exchange for allowing Chinese memory to be sold in the U.S. President: Great, let’s make it happen.

Daweism

I can't afford $MU leaps. Damn things are like $40k each.

DarkoDokkan

Calls on DRAM, MU, KEEL

Firanee

6/27 meaning 2027 June right? Just making sure. Sorry today is June 27th and it is tripping me up a bit. Yeah I don't even own shares, I just get MU long calls now. Fuck shares, too slow. I have longer SOXX puts and shorter SOXL puts though...just in case, just in case Burry is right. That'd really suck without protection.

PoliticsRealityTV

MU ath Monday?

isospeedrix

Even crazier is that meme was from 2018 yet last year I bought 90c after liberation day was still relevant. MU was essentially flat for 7 years before this

Impressive_Order60

I am a MU holder and believe it should rise in price but your post has too much retardium (I can’t read past 2 sentences)

Wide-Tie-4477

Bought 2000 MU and sold for a loss at 80$. Akba fucked me over 70 000$, WISH fucked me over 100 000$ too. I’ll never forget those fucking pieces of shit

-medicalthrowaway-

It’s reversed, retard. NVDA is the oil company and MU is the auto manufacturer lol But, aside from tesler, your metaphor is true (if you didn’t go full retard and confuse which of the 2 would be the oil company)

Diligent-Act-6405

Already holding some leveraged positions in MU, really want to buy a call for EOY/start of '27 but the premiuuuums.. it's so expensive

Suspicious_Gap1

GPU vs Memory While we had to block selling GPUs to China, we are blocking Chinese memory in US. They are not the same! MU NVDA SNDK

Yottahz

I haven't been following closely but did MU drop because someone finally decided 90% profit margins meant it was time to build a $20B fab instead of spending $200B on expensive memory?

Shanghai1943

Isn’t this bad for MU

UnObtainium17

yeah, I have sold most of my MU the day after this latest earnings. Moving the gains to DCA into LLY, GE, MELI and SCHD.

NOSRV503

https://preview.redd.it/3nqkswtdou9h1.jpeg?width=1290&format=pjpg&auto=webp&s=f4d2204f25e8b1e683dd4e3e5598f4310f87fbbf Every time i see MU stock it makes me cry. Everytime i feel it’s too late the stock keeps going up

Maverixk_

You can say this about every memory stock, SNDK is just the most egregious. I bought STX at 350 and heard it at 500. MU had the doubters running wild at 400. Truthfully, you can say this about every major chip stock. I vividly remember NVDA pre split at 700, AMD at 250. They’ve all received the same negativity and doubt that began several hundred % ago