Reddit Posts
Is this actually an AI bubble burst, or just macro repricing?
WoW Forever. the real reason the ai market crashed today. just listen..
The market has gone from FOMO to FOGO: Fear of Getting Obliterated.
The Valuation Disconnect: Why are cash-rich Tech & Hardware stocks trading at half the valuation of Consumer Staples?
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Never thought my first 5 figure movement would be south but here we are
Safe to say I should’ve paid closer attention
It's even better today 😀 what a month! -$2.9m
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
Mentions
While I've held AI-related names like AVGO, GEV, MU, and POWL in my portfolio for quite a while, I have a very low cost basis for each and am not planning on making any significant additions to any of those positions any time soon. The reason is simple - there's just too much uncertainty about data center build out. I have no doubt that data centers will still be built, but additional regulations will slow the pace, raise the costs, and possibly reduce the total number. That will affect the suppliers - either deliveries will be pushed out or orders will be reduced or canceled all together. So, in my mind, the AI trade is still alive, but it's going to transition from a "mad dash" to a 1600 meter race.
**BanBet Lost** — /u/Bitter_Ad_2500 (1W - 2L, 33%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▼ | $795.80 → $600.00 | -24.6% | 2d | Lost |
What yall thinking for MU before market closes? Is now a bad position?
The only thing flatter than MU is your wife
Just need MU to go to 650 cause shit fuck it
can we short MU even more from here?
MU 760 please. Get me out of this bag
MU makes HBM which is way more insulated from competition.
Whats up with the SNDK / MU diveergence
MU is starting the next 🦵 up
MU was 1000 a month ago, now its sub 700
I would love for MU to just take a nose dive off a cliff right about now
We thinking MU pump or dump over the next hour?
MU trying to trick people. We know that green candle will be followed by a red candle.
I am just saying I would leverage everything I own if I get a chance at MU - $100 AMD - $100-$250 AAPL - $250 NEXT WEEK
MU $1000 and SNDK $1200 11/13 would make me leak copious amounts of precum
I am, in fact in MU puts.
for many memory bros if MU just runs another 100% you’ll be back to break even
why the fk are we going down again? im already all in sndk and MU, fk me hopefully big bounce so i can buy a new house
# Fuck GTA, I’m going to drain more money into MU and pray.
sooooooooooo, MU gonna dump later today? monday really red?
I guess since analysts hype articles mean a stock is about to fall 80%, then these why MU and SNDK suck and are overvalued should be my buy signal.
MU might visit the low 200s next few weeks
If you compare it to the junk Ai like IREN or CoreWeave sure… AMD, MU and SNDK absolutely embarrass this shitter
Its about to be joever if MU crosses down below 680
100000% SNDK ends up red and MU with 1% or something
Top AI stocks including ORCL, NBIS, SNDK, MU, CRWV fell upto 90% from their ATH within a month when the bubble popped.... Just a quote from a future history book.
Made 300% in 20 mins from MU 0DTE puts Thank you
Seems like MU is going to dump
Unless MU somehow rockets up $20 in the next half hour I’m cooked. And we all know that’s not happening. Got greedy and fucked myself again. Sigh gg
**Bear Case** EPS number for MU put it at a forward PE of 8.7. While Bull case EPS puts it at 4. Still seems a little undervalued, no? *Bear case FY27 EPS = 80, Forward P/E ~= 8.7
Fellas, I was down bigly on my MU 11/16 call debit spreads. I'm not able to sell for a little over break even. Do I?
MU was historically a stock in the $50-100 range. The idea that it is $650 is mostly only justified by the insane sales they have.
Bear Case EPS number for MU put it at a forward PE of 8.7. Still seems undervalued to me \*Bear case FY27 EPS = 80, Forward P/E ~8.7
Conflicted whether I should buy long dated puts on TSLA or long dated calls on MU. So I’ll leave it up to the chat to decide
741 on SPY and 700 on MU are like mines if either of them touch it explodes and sends them back down a big red candle
MU back above 700 that is not normal this shitshow
Will MU finish above 720
Just brought 100 MU shares on margin. Hope I don’t become community member
Someone PLEASE send MU to $1000 already. I’m done with this shitty cyclical memory bullshit.
Bro that's a wild bet. I made multiple times that juat off MU puts over a few minutes this morning. If you just wanted to hold shares that's one tging lol but gambling with that overnight is silly
MU will never be above 700 every again
MU SNDK :clifford: :clifford: :clifford: :clifford: :clifford:
are you guys buying MU calls
Nice way to flip the question. For MU and SNDK I think trailing FCF is the weakest input, since memory margins swing so hard that a single peak year says very little about a full cycle. If you reran those two on an average of the last 8 to 10 years of FCF I would guess the required growth looks a lot less comfortable, and the 4x P/E starts to look like a fair price for the cycle. Cheap on peak earnings is the oldest trick memory stocks have.
>Key AI stocks were mixed. Nvidia (NVDA.O), rose 4.5% >Other heavyweight chipmakers, including AMD, Intel (INTC.O), Broadcom, and Micron Technology (MU.O), were up between 4.5% and 8%, while Elon Musk's Tesla (TSLA.O), and SpaceX (SPCX.O), were also up 2% and 4% after losses earlier this week.
MU going back to 700, and bounce between vwap rest of the day
Rolled everything I have: MU, SKHY, SNDK. It was painful ngl but atleast I got 1k in taxes back 😂
My favorite is when I lose $1k in $MU and it bounces back to make it a $500 loss
6 months from now people gonna be screaming they should of bought MU $1500++ awaits!
$MU has a wide spread open V coming
$MU, $SNDK, $INTC, scam stocks
who keeps buying MU at this point
$MU +4%... what more do you guys want lol..
How tf does MU have sooooooo much selling pressure at all times
My porto is literally just MU and SNDK and I know for a fact that it isi over. The only hope is buybacks
MU looks like it's setting a trap. I don't like it
Is it dumb to own both MU and SNDK shares? Which do yall prefer?
bols keep buying, MU PE OF 9
Micron fell 30% in a week. The memory makers themselves are saying the opposite is happening. Thursday chips sold off on the idea that the data center buildout slows. Micron was hit hardest of the big names: $656 at Thursday’s close, down 30% from a week earlier. The Korean names followed Friday — SK Hynix closed at ₩1,131,000 (-20% on the week), Samsung at ₩189,100 (-16%). Here is what the three companies that actually make the memory said in the ten days before that. SK Hynix, Oct 28: record Q3, operating profit ₩83.3tn on revenue of ₩104.6tn, an 80% operating margin. On the call it said customer requests for HBM are more than twice what it can supply, that its DRAM and HBM output through 2029 is effectively sold out, and that it expects demand to stay ahead of supply through 2030 (company release; CNBC, Seoul Economic Daily). Samsung, Oct 29: Q3 operating profit ₩107.4tn, 55% operating margin, tied to AI memory (Samsung newsroom). Micron, Sept 30: record fiscal Q4, $54.2bn revenue (company release). Then on Nov 5 Bloomberg reported Micron has largely stopped building Fab 11E in Taoyuan — a $3–4.5bn HBM/DRAM plant due in 2028 — over a union pay dispute. The stock fell on the news. Think about that last one. If your worry is a glut, a cancelled plant is the opposite of a glut. The simple version of the thesis: these three lived through three memory busts in eight years. Their response to a demand rebound is not to build, it is to ration. “Sold out through 2029” is what rationing looks like. On Thursday the market repriced demand. The suppliers are pricing supply, and supply is the thing they control. What would make this wrong. SK Hynix is not entirely sitting still: its filings say M15X in Cheongju started wafers in Q1 2026, the Yongin cleanroom is due Q1 2027, and in August it announced ₩54tn for two more plants (construction starts July 2027, first cleanroom 2029). Its Solidigm unit is reportedly looking at a US NAND plant. And if buildout momentum really fades, “sold out” contracts get renegotiated. The condition I’d watch: Micron’s and Hynix’s gross margins falling below 60% two quarters in a row. Latest prints were 87% and 83%. One more thing for people who only trade the US name. Hynix and Samsung open roughly 14 hours after Micron closes, and they have tended to follow Micron’s earnings-day move at the Seoul open (it worked on the last two Micron prints I can find). If you think Thursday was an overreaction, the Korean listings are where the overreaction compounds. Question: is “sold out until 2029” a contract or a sentence? Anyone know how much of these LTAs is take-or-pay? Not advice. Some position in MU; long the Korean names in small size.
all I want for Christmas is $MU leaps to print 1000C Dec 18
Absolutely diabolical price action on MU
now on a serious side note, MU is literally trading like a 1m mcap memecoin in crypto
I always loved you MU. Bought at $350 and holding forever
HOW TF DID I JUST LOSE ABOTHER $1k on $MU
MU going red?!?!??!
And you all had MU $900 odte's
MU will never be above 700 again
last chance to sell MU above 700
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **MU** ▼ | $650.00 (below) | $669.68 | $697.54 | -2.9% | 10h 27m | | **Record** | 2W - 0L | 100% | - | - | - |
MU is going to $680 today at some point. Too much open interest there
That 2% green on $MU feels so good after being down 30%
Got my limits on MU for 620
who the fuck keeps buying MU its over guys
Sorry guys, I bought call debit spreads on MU, and it instantly went down 😭
MU looks like it wants to die
Went in on MU debit spreads. A further +4% from here, by 11/6 will net me max profit 💪