Reddit Posts
Biden to announce Billions in Subsidies for MU, TSM to rev up chip production!
2 Catalysts to load up on $MU - Microsoft boosts minimum PC RAM Specs to 16GB and North Korea backing out of Samsung collaboration for DRAM
15K earnings play on $MU printing 🤑🤑
CRE IS DEAD - Maturing office loan payoff rate for September comes in at 11.1%
Micron Technology (MU) consolidating for something big!
The Important Stock Market News from Today - (09/27/2023)
Expected Moves: SPY, QQQ vol, VIX ETFs, Micron and more.
HELP a newbie read "Most anticipated earnings"
Anyone got Manchester United?
Can We Talk? - $NKLA, $FSR, $MU, $FFIE, $KNDI, GOEV
Do you see other chip manufacturing companies following the same path as NVDA due to open competition?
LK-99 - The Potential Revolutionary Room-Temperature Superconductor
Opened my paper trading account and made some options!
Tesla ($TSLA) And Nvidia ($NVDA) lead the charge as stocks surge: Top trends of the day
Morning Briefing 🌞 June 23rd 2023
Chinese probe into Micron seen as 'major concern,' US lobbying group says (MU)
2023-04-13 Wrinkle Brain Plays - In the style of Cookie Monster
2023-04-11 Wrinkle Brain Plays - In the style of Abraham Lincoln
$MU Strong..and I mean STRONG move after hours..and a great article points to why they ate king of the castle..
2023-03-30 Wrinkle Brain Plays - In the style of Fred Flintstone
Alphanso is rating Micron Technology (MU) a Buy with a score of 9.7/10 despite adverse Q2 results
Why is Micron Technology (MU) rated a Buy with a score of 9.7/10 despite adverse Q2 results
We need the loss porn of this YOLO ($MU shorted but now is at +6%)
2023-03-28 Wrinkle Brain Plays - In the style of Edgar Allen Poe
Cramer gives the kiss of death to LuLulemon (LULU) and Micron (MU)
Earnings week ahead: Micron, Lululemon, Carnival, RH and more (NASDAQ:MU)
Micron stock slips as Citi cuts estimates ahead of Q2 earnings (MU)
Memory chips’ price stuck in biggest drop since 2008 as demand sags
$PBTS making a list of companies that are impressive in the article linked , those companies include $MU $SOBR $MSFT $AAPL $UNH $PLTR and on and on.
2023-02-17 Wrinkle-brain Plays (Mathematically derived options plays)
Checking out artificial intelligence stocks like: $AI $MU $SOBR $PBTS or even options on $AAPL $TSLA and $NVDA great article here with some of the best: https://finance.yahoo.com/news/10-hot-tech-stocks-buy-182738480.html
Checking out artificial intelligence stocks like: $AI $MU $SOBR $PBTS or even options on $AAPL $TSLA and $NVDA great article here with some of the best: https://finance.yahoo.com/news/10-hot-tech-stocks-buy-182738480.html
Morning Briefing 🌞 Feb 15th 2023 - Made insane gains yesterday, let's see if we're right again
2023-02-09 Wrinkle-brain Plays (Mathematically derived options plays)
2023-02-07 Wrinkle-brain Plays (Mathematically derived options plays)
$MU :: Micron potentially headed back to $54 on a 61.8% retracement. Let's see!
Overhead Supply on the 1-hour chart for $MU? Pretty sure those that bought higher are now going to be looking for a way out here on Micron. $NVDA earnings and recent downgrades in the industry should prove to be enough.
2023-01-23 Wrinkle-brain Plays (Mathematically derived options plays) DD
Valuing Semiconductor manufacturers and a look at INTC, AMD, TSM and MU
Preliminary 4Q'22 Samsung sales and operating profit - Misses on all $AAPL $MU $WDC
Micron Technology $MU earnings play
2022-11-14 Wrinkle-brain Plays (Mathematically derived options plays)
I was talking to one of the Major Flash vendor, TLDR; NAND Flash is about to crash
Square Stock, Tesla Stock, Boeing Stock
Gameplan for when China invades Taiwan
Why MU is going up? Any good news?
Mohnish Pobrai is extremely overrated and is not actually a long term value investor
AMD revenue warning signals deep chip slump; shares currently down 10%
AMD revenue warning signals deep chip slump; shares currently down 10%
Micron Technologies is likely this week's earnings lottery winner.
Imagine you have to buy 1 of these 6 stocks and hold until 2040. Which one do you pick? ($META $NIO $RIVN $MU $XPEV $SPOT)
Risky Strategy: Selling and Re-Purchasing to Reduce Cost Basis During a Crash
Buying 10 stocks in one industry verse investing in an ETF?
Kathy Manning bought thousands in chip company stocks one day before voting to pass CHIPS Act
Dem Rep. Kathy Manning bought thousands in chip company stocks one day before voting to pass CHIPS Act
Today's Plan on /ES - Emini S&P 500 plus CPI is today!
After Nvidia, Micron warns on Q4 sales due to macroeconomic factors and supply chain constraints
might be done with this. MSFT calls, MA calls, MU calls.
The Chips Act and why listening to Intel beg makes it hard to invest.
Advice on the following stocks
Mentions
Really should’ve gotten rid of this fucking MU in pre. Jesus it only “outperforms” on the downside and is no where on the upside. Really the worst stock.
what happened to Micron MU
That's a wild drop on MU holy fuck
MU down 25% in one month, fucking insane
Yes. Both AMD & MU still wildly overvalued. They are *highly cyclical businesses* that ran up too far too fast based on the AI hype. They are not a cheaper equivalent to NVDA. AMD about to report. Earnings will be good and they will say AI X 10 but the bottom line is they'd have to sell a shit ton more chips to just be valued where they are now.
Regarding MU, while you might be correct in that nothing else this year will be exciting (I disagree), with the market being forward looking, HBM is a very real catalyst in the coming year(s) that the market is overlooking due to very conservative and somewhat vague guidance on it's future contributions to revenue.
I assume MU has huge price growth due to recent profitability... Then people found out that MU does not command a niche in the semiconductor industry...
MU is profitable but does not command a premium due to lack of Moat. Most Semis have a niche/moat in the semiconductor industry...
Assuming the post is referring to MU, I don't think the products are directly comparable. TSM fabricate silicon for use by NVIDIA, AMD, Intel etc. to create CPUs and GPUs; MU produce DRAM and NAND for largely the same companies. I would consider both companies world leaders for their specific products.
Agree with most of your comments. It's important that I clarify, I don't think MU or AMD are bad companies. I just think they are wildly overvalued in the short-term. AMDs case is complicated, but it comes down to ecosystem. The simplest way to explain it is to say that NVDA's CUDA is the equivalent of MSFT's Windows or Apple's Appstore. AMD does not have an equivalent. They will be forced to compete as the value proposition. Nothing wrong with that. But companies spending 100s of Billions on AI are trying to outdo each other. They aren't looking for the budget option. The ones that are looking to save money, will expect to do so - AMDs profit margins will be rubbish. MU is less complicated - They are literally a part of a low profit margin, highly commoditized industry with numerous competitors, which have over the decades engaged in multiple races to the bottom. Their business model is literally the opposite of AAPL's. They will sacrifice margins in an instant when a competitor arises. They've done it before. They will do it again. I would be scared to go long. But that does not mean they won't profit in the short term.
Every semi is trash except NVDA. I don't mean as a company. I mean their valuations. They are being bid up in tandem to NVDA, and they are not going to deliver. Just look at DELL, MU, ASML, TSM, AMD, NXPI, etc.
Can I interest you in some MU?
Micron MU keeps having explosive diarrhea and just gushes shit all over itself
and its EPS at both trough and peak are much lower than the 2018 DRAM cycle when MU peaked at 64 vs peaking at 140 this time. I almost always get burnt shorting so i tend to not do it unless I REAALY have a good reason (i shorted AMD at 226 lol) but MU at 140 was such a clear and obvious short
Been following MU and investing in it on and off since 2018. MU sells what is essentially a comodity. It always has boom and bust cycles as the demand supply relationship gets all fucky because of the long lead times and high CapEx required to build supply. In 2018 MU was earning $2+ a quarter. They topped at 64, then were in the 40s. Then they announced a $2.70 EPS in a quarter (ie, PE of 4). They guided the next quarter for around 2.20. The stock tanked as everyone knew the upcycle was over. 2 quarter later EPS was like 0.7 or something. Last CYCLE the peak EPS wasnt as high as 2.70. Last Cycle the trough EPS was MUCH lower than 0.7, it was like -1.90 or something. So all in all, MU's current cycle has a lower EPS at both trough AND peak compared to 2018... yet the stock traded at 140 when it was 64 in 2018. tl;dr its overvalued as fuck and if you are long MU right now, you are now learning what investing in MU is like anywhere near a cycle peak.
Can anyone please enlighten me what is causing the MU 30% drop recently? It seems like they got a solid ER with good guidance.
Regards do yourself a favor and don’t buy shit stocks like DELL, MU, SMCI, AMD.
I had sooooo many fucking puts 468 491 478 sold all last week. Missed out on 70k fuking profit. And worst part is I bought calls on fucking CWRD MU
MU trading at 107 - good lord. I hope too many people didn't fall for the nonsense that a very competitive, low profit margin, highly commoditized business would suddenly deserve to trade at NVDA PE levels. See also: DELL, INTC, AMD, QCOM, NXP, etc.
MU dumped for me so my puts printed
MU isn't a growth company it's a cyclical company. The market has known this forever, which is why the valuation never gets very high at the peak of the cycle when they are printing money.
I have so many MU puts expiring tomorrow. Need this shitty stock to tank again
Divorced MU, AMD, DELL and married NVDA. Can’t believe how good it feels to get out from under those. As long as NVDA outpaces them in the long run, shouldn’t have any ragrets.
It’s consolidating. Nothing is fundamentally wrong with MU. Micron stands to benefit greatly from the AI boom, their HBM3E chips are the best in the market that consume 30% less power than their competitors.
Will MU stay above $105 support?? Or will it smack its 200 SMA?
MU Average here, 142.... I keep saying, it can't possibly keep dropping... but yo... here we are.
thanks for fucking me over MU and DELL
MU driving me nuts, even it's partner in crime STX is doing ok and it just keeps slipping
lol even fucking tsla is green pre and MU still dumping endlessly.
Fk MU .. sounds like a team in EPL that you want to believe in but keep failing u
Sold my MU $111p 7/26 too early yesterday, at least I took profit.
MU is almost below 100 and even then I don’t think I’d trust it. What a dogshit stock
Waiting for MU fill the Q1 earnings gap at $97 then I’m full porting
I've lost count how many times I've bought the bottom of the MU dip
Timing the bottom on that could be glorious though. Wall Street was sucking so much MU dick for so long that’s hard to give up on it
MU fucked me up good this week, sometimes i like a good fucking but my cheeks got clapped too hard.
Does anyone actually know why MU is so trash atm compared to other semis? (they are trash too btw)
Can't believe there are folks who paid $157 a share for MU 
If you feel remember there were people with MU 170c
I cannot understand how I lose money in bull market years. Fomoing at the top every time on shit stocks. Lost my ass in MU in 2022 and now repeating the same exact mistake. Fucking MU
Bro how low can MU go 
At this point I’m just holding MU to 0 out of spite. Fuck this shit.
MU at this price must be an opportunity right?
Got almost 50k in MU 🙂 almost same avg. Same feeling.
Get in line with the other MU stock holders at Wendys.
Was thinking this too. looking at meta. I’ll never touch MU again in my fucking life man lost more in MU than I did in meme stocks.
Looking for serious advice what do I do with my MU shares now. 130 avg and down 17%. Fucking nightmare stock.
Tell me about it lol I’m just holding fucking MU shares in down almost 20% now. Fucking shit stock.
MU AI pump was totally fake?
It’s not even funny anymore I’m genuinely mentally fucked from losses in MU.
My entire YTD gains have been destroyed by MU. Fucking hell. Do I just cut it?
MU is what we folks in the business call a "terrible stock"
wtf is going with MU man? Dumping even in AH and 24 hr.
Don't you just love AH price action!? Ass hat Market Manipulators Looking for a trend tomorrow and playing earnings that way. After being fucked by MU earnings last time I'm never holding through earnings again.
Hey this is the week I decided to get into NVDA and MU too!
Got tons of MU stocks, -15/20% not sure if i should take a loss and sell or wait and expect a miracle 🙂
MU hitting me hard RN not gonna lie.
Bouught MU and NVIDIA today 10k usd total 😤
MU 153 --> 109 AVGO 183 --> 152 sheesh.
There is no AI, MU lost all gains, DELL lost all gains, AMD lost all and below 200 MA, NVDA about to lose everything 
Hit my MU buy limit. Had forgotten about it.
I rotated out of MU at the top today and half ported into AAPL hopefully at the bottom. Either reversal happens or i get bent over.
If you guys ever look at semis and you see NVDA is down but AVGO or MU is pumping... its a very bad sign
MU is pumping so it can line up correctly with the next leg down
Exactly lmao hahah and I’m an MU baggy.
You know things are fucked when dogshit MU is the closest to green outta all the tech big names. SPY is legitimately fucked today 
Is this finally the bottom for MU?? Finally Diverging from NVDA thank fuck.
MU not letting the side down for once wow
MU fans so delusional they really call red days as strong for the stock 
MU showing regarded strength, it might actaully go green...
I'm dropping you after today MU.
Lmfao no it won’t. All MU does is bleed
Today is $STX day! New target: $125-$130. 🚀🚀 Best ER results! Great dividend + Growth. 💪😍 $WDC, $MU will follow.
I think I've lost more money on MU than any other stock
LOL. Dell up 61% on the year. MU up 39% on the year. Maybe you just bought at the wrong time?
#fuck Dell and Fuck MU. Dog shite. regrat buyin these dog shites.
MU is going to go green, this is all fake.
MU baggies do we just cut loss and move on?
Do i double down on MU calls at open or go bearish? I don't even know...
MU is the worst ever stock. Seriously.
Damn, do I just hold MU 130$ shares or just sell and put somewhere else
How are my MU calls doing?
Every time I think we've hit the bottom on MU and it will start recovering, it goes lower.
Also it’s just a laggard follower stock. No reason to get this over Nvda. It’s as good as commodity stock that is enslaved to dram pricing and hbm3 pricing. When Samsung gets approved for hbm3 as well there is just no competitive advantage provided by MU. It’s not a market leader in anything unlike Nvda. I’m just so pissed that I entered here for earnings play and had no discipline to cut my losses when it was small.
True. But NVDA had +5% day on Monday, MU had 0.5%. Hence this misery.
MU please ? Something feels offf with MU