MU

VictoriaAutNihil

True, but it's only in the last year and a half that they've been acquiring smaller companies, which short term hurt the stock price. However, the long game should prove to be positive because of all the acquisitions. I don't expect much this week with their earnings report, but every company of late that's reported better than expected earnings had a down day. The one that I'm kicking myself for not buying last April was MU. 70 in April, still could have pulled the trigger in August at 115, but I've only so much sideline cash, and they really weren't on my radar.

Liquidsnake959

Load up on MU everyone

ChesterfieldK

I got 420 MU and 280 WDC and I’m cutting them both at break even if I ever get the chance

Misaka9615

Na it's impressive to trade during such tumultuous times, you'll print good indeed even if the situation resolves a little. I'm just holding some mags, NBIS and HOOD, as well as some uncovered MU for upside (india news should get it pumping if sentiment isn't terrible?)

Bangbangbang_123

U dont think middle east gon fuck MU up toov

vanceraa

MU calls at the bottom this week + relief rally after this is over + earnings JUICY

aSixFourAlpaca

Fuck oil and gold. Those gains are temporary. I'm piling into MU and tech.

Key_Lifeguard_8659

Sorry, you've never swing traded. My neighbor turned me onto it. I've made roughly $ 27K YTD off CRWV, RKLB, RDDT, ANET, TSLA, GOOG, MU, AAPL, and AMD. I've been conservative, too. My core holding gains pale in comparison to the gains I've made from swing trades. If I were more aggressive, I could have made 5X that...easily. I try not to gamble though.

kate_5555

Although I wanted to do a bit of a gamble, I ended up with blue chip stocks as usual: Asml - almost a monopoly, no semiconductors without their photolithography exist. Tscm - largest foundry, over 55% market share Nvidia - gpu market share 80% Google - the spread of their services is very diverse. I had Google for a long time it’s not part of my ai “gamble” I will have a look at companies that you have listed, not sure what Reddit does in your list though I have long term msft and Amazon. Really wanted to buy MU, but decided to add to nvidia instead.

qx2

MU

ExtremeAddict

$MU. That’s all.

gizamo

Yeah, MU is last month's thing. They and SNDK have been boring, and like -5% on the month. This month is all about, um, idk, Dell, NFLX, PSKY. The only thing in tech or semiconductor spaces that was worth gambling on was KORE. Lol.

RevolutionaryPhoto24

I’d not short MU.

Crazy_Donkies

You are so smart to group BTC with AMZN at 23x forward PE.  Or NFLX.  Or MU.  Where can I subscribe to your "fuck everything" blog?

yelloworld1947

Anthropic is just an example from my day to day use, even if OpenAI or Google or xAI succeed, ASML, TSMC, MU, BE, TSLA solar all succeed, and Nvidia to some extent. I do get that these features will get commoditized at some point but Nvidia’s increase in gross margins argues that hardware is in fact going the opposite way at the moment and it seems likely for the next year. Where it stops I don’t know but that is the million dollar question, the tea leaves aren’t pointing towards that for some time. For something with the potential to disrupt so many jobs I feel these are early innings.

borat_he_like_you

Just buy MU & SNDK. They benefit off Nvidia and even cheaper

luciusbentley7

On MU's run from 115 to 260, I made 3200% on calls. Is that less boring for you?

callsonreddit

With the OpenAI pentagon deal, semi and memory stocks gonna keep going up I got like 20 downvotes for saying MU SNDK WDC STX may hit 1T in 10 years But hey maybe i’m delusional

sleepygarner

MU and SNDK resilient. What happens in March?

Ill_Logic_5

Same. Otherwise it's all playin the long game in VFIAX with some AMZN, MU and NVDA sprinkled in

OdoBenSisko

came to the same conclusion. MU will crash, it’s a commodity supercycle, they always crash eventually

gratatatatatatat

Now that all the normies r gone i can be hinest Im scared for my MU calls 😭

_rockthemike

I was watching. The 420 strike was $96, tipped around $250. MU opened below 402

browsk

Bought AVGO 420c 3/20 @17 and MU 410c 3/13 @20.5 🫡

2CommaNoob

Interested in RDDT, Amzn, MU once the carnage settles

RonBlake

Mr President we will rename it "DJT Memory" just please sav MU

hacking99percent

I have been shorting MU & SNDK twice last month, making about $20 each share. Both of them have been trading in a range bound after the up momentum exhausted.

katalysis

If you're long MU, then you need people to take the opposite bet to make money (by taking their money). So please short MU.

Blackadder2006

I would not short MU....

naturalfriedbrained

wtf is that MU V into close?

gratatatatatatat

LAST CHANCE FOR MU BELOW $430 ^or something like that

nintendocat

Trying to decide if MU is recovering or going to drop again.

2CommaNoob

The only ones dropping are the ones who shot up last year and were overpriced. Mag7 is down but not too much. Nvidia is flat YTD. MU is still up YTD. The ones getting killed are the pre revenue meme plays like rklb, oklo, asts and high PE stocks like PLTR, SoFi, Saas.

guhhhh_MU

!banbet MU $432 1w

gratatatatatatat

Good to see someone else is remaining strongly bullish on MU lol so much doom and gloom Im holding a ton of $400c for end of april i bought at $340, holding strong :D

TomatoSpecialist6879

Keep MU out of your whore mouth and stick to your tanker stocks

vanceraa

MU at this level is such free money

Happy-Champion1661

yeah same shit, just shorter exp cuz it was fun money but yeah we both got scammed I don't even think it's MU fault, it's just the market conditions rn are so ass

chewybucket

So I really did go all in on the MU top 😩

forent238

God fricking MU when I thought you gonna pump.

vanceraa

I need MU to hit 400 again so i can full port

gbaked

My idea of priced in would be something like the MU stock chart

Frank_Von_Tittyfuck

Lets fucking gooo cheap software stocks. LUNR, RKLB, MU, SNDK ALL ON SALE FUCK YEAH

nintendocat

MU dipping again

spilledonwhite

ASTS earnings Monday, if they say they are pivoting away from tech to selling paper towels they will 10x instantly. If they say the words "data" or "satellite" expect -30% MU needs to open a few storefronts selling fucking cauliflower ASAP or they are going to 0.

No_Assistance5652

MU 430 is lava

Superandrewable_

MU kills the port SLV rescues it

No_Assistance5652

Let the MU pump

MichaelS10

Still MU

vanceraa

MU taking the elevator up

wafflepiezz

“Your $MU 4/17 calls have lost more than 20% since you’ve opened them” Thanks robinhood

yofisherman123

Bought 2 shares of AAOI yesterday, really wishing I bought more instead of MU and CRDO

gratatatatatatat

U and me both...thought we finally were gonna break out :/ oh well MU earnings run up should start soon

wafflepiezz

Nice try MMs I’m not selling my $MU April calls

Panthera__Tigris

!banbet MU +1% 1d

skipping_work

spy 2.2 in favour of puts MU 0.62 in favour of calls

Panthera__Tigris

WTF. None of the websites for checking put call ratio are opening. barcharts, optioncharts and ycharts Can anyone check for S&P and MU?

hioman01

0dte MU 420c let's go

wilhelm96

NVDA selling may be exhausted but general rotation out of semis still in full swing. MU puts basically free money

gratatatatatatat

fucking LOVE the europoors they always give MU a big shrek penis overnight till amerifats fuck everything up

qx2

I’ve 35c MU 420 for tomorrow, you kids don’t even know how to gamble.

PretendAgency2702

I first started coming here a few years ago and saw a lot of companies listed in the chat randomly. Some degenerate would say buy this stock so Id go and buy a minimum of $10k in shares. I picked up vrt, tsm, vst, cls, pltr, and MU just to name a few. Its surprising how much money I've made by coming here and just buying shares. 

DragonFruit-_-777

Jensen just announced today that NVDA is MU’s largest customer holy good news so make sure you buy MU puts

TinaMangat

We’re probably going into a correction or bear market. The SP 500 has barely moved this year and most of the MAG 7 is down. The only stocks that are up are mainly memory stocks, SNDK, MU and SOXL etf.

Itsatinyplanet

$MU is the last of the AI express elevators still in service this year. Hop on.

vanceraa

i hope the MU earnings run up gets freaky

Rock_or_Rol

It’s going down… like -20% at a minimum when deep seek v4 is released. MU in particular is going to get hit the hardest

Crazy_Donkies

MU flat. You gave me a heart attack.

FickleMeasurement627

Holy volume on MU and NVDA at close

wafflepiezz

Jensen said $NVDA is $MU’s largest customer When gigapump?

bearhunter429

#I thought there was a massive memory shortage. Yet MU died. LMAO🤌

wafflepiezz

$SNDK up $15 $MU down $15

keags22

When SNDK dips, MU dips more When SNDK rips, MU rips less Pretty much the last month or so

nintendocat

I wonder if MU is going to dip to $400 again

StanIeyDruckenmiller

Imagine owning SNDK instead of MU

Negative_Song_6362

NVDA is flat over the last week and month? Every single tech company has tanked on good earnings. Now the overvalued companies are consumer staples or data center build out suppliers (think CAT, MU, LITE)

hioman01

Imagine owning MU over SNDK

aqjingson

Imagine being the bloke selling MU for $401 today

x2manypips

Jane street, citron, etc etc. all manipulating in broad daylight. MU, SNDK, WDC to infinity

gratatatatatatat

Calls near $680 and puts at $690 But tbh it's not worth the risks imo, just play other things. MU has very nice predictable patterns

gratatatatatatat

When i look: MU $435->$405 When i look away: MU recovers from $405->$420 I look again: instantly dumps $2 🫩

johnmiddle

especially nvda.. it will be anotehr MU soon

hardcrepe

Boss just mentioned SNDK and MU and how a million dollar server is delayed by a year. Calls!

EvolvingDior

Short NVDA and MU

x2manypips

Saas dip buying propaganda failed lol back to MU

NotAHost

I mean if you’re that sure it’ll go down, sounds like you should short or buy a put right? Another option is to sell a cc, not without risk but you can get large premiums with an expiration date that lets you get the reduced tax rate. The middle ground is to sell some of the position and diversify. But to say sell everything without a plan is wild too. He should consider diversifying, selling everything is just as dumb as holding everything. I say that as a person who’s also made a chunk on MU and plan to hold until there are signs of RAM supply catching up.

nordik1

MU is ass

fwzy_34

Nvidia is entering a "digestion" phase. Growth investors rotate out, while value investors will eventually rotate in. 1. Moderating Growth & Physical Bottlenecks NVIDIA's revenue growth has peaked (down from 200%+ to a still-strong but lower double-digit rate). This isn't a failure; it’s the Law of Large Numbers. Hardware faces structural limits—capital, credit, and physical infrastructure (power/cooling)—that software doesn't. We are moving from a frantic "land grab" to a measured build-out phase. 2. Strategic Capital Allocation vs. Buybacks Leadership is prioritizing ecosystem equity investments over massive share repurchases. While buybacks at a 1% yield offer minimal impact, equity stakes allow NVIDIA to participate in the upside of the AI companies they supply. • The Pro: Long-term value creation by strengthening the AI stack. • The Con: These gains aren't "visible" on the balance sheet like share count reductions, leading to short-term market apathy. 3. The Base-Shift (Rotation to $MU/RAM) As NVIDIA's top-line growth "normalizes," investors are rotating into "lower-base" ecosystem plays like Micron ($MU) and RAM suppliers that still have massive catch-up potential. NVIDIA is currently in "limbo"—too expensive for traditional value investors and too "digested" for pure momentum chasers. Projections & Valuation Earnings growth will eventually force a re-rating as tough comps turn into easy comps by 2027. • Current Fair Value: $200 • EOY Price Target: $225–$250 • 2028 Math: Projected $270B EBITDA. • Bear (18x): ~$200/share • Base (22.5x): ~$250/share • Bull (27x): ~$300/share

MrsPetrieOnBass

I bought MU and TTMI this morning. Pure plays.

Crazy_Donkies

I refuse to look at my account that's heavy MU shares and calls.

gratatatatatatat

!banbet MU $425 7d

gratatatatatatat

!banbet MU $422.5 7d

gratatatatatatat

!banbet MU $420 7d

Tanpopomon

MU chads, I was feeling good... Now I'm not feeling so good

gratatatatatatat

Uk what this isnt even that bad tbh SPY $800 MU $500 Monday

Intelligent-Area6231

I took the opportunity to buy nvda 190 185 and MU 412.5 400 calls, I may be fucked

Jacobpapi

Or to buy MU

Amitriptylinekoning

MU puts because i dont want the memory to remember all of this

gratatatatatatat

Todays a day to close the app huh Fucking MU!!

Hopeful_Invite_8275

MU