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
Very much so. I added to MU 2 days ago.
Calls on MU? Its resilient as fuck rn. I imagine when the broader market recovers this will shoot to $250.
STX, MU, and WDC holding up my port today 🫂 And a few random stonks too. Fake dump 🤏
AI components doing well today: STX, WDC, MU Should tell you where the real bottlenecks are, rotation into value :) Also since these are 'cyclicals' and up as the narrative shifts to the 'AI bubble popping', it shows no one thinks AI capex spending is backing down.
Such an insane run by MU over these last couple months. Imagine if you bought calls!
Who tf is keeping MU afloat rn?
why the fuck is MU still up ? Fall you b
Why is MU not down 8% like the rest of the down syndromes stocks.
I'm holding those MU gains for dear life
Just go MU. NAND + DRAM.
The spread on MU puts right now is insane
Why are MU, WDC, and sandisk up
MU being up 170% in 3 months is wild
I would not say MU is a bad investment, it depends on the investor’s perspective and willingness to invest into such cyclical business. I think Nvidia or ASML for example have some lucrative opportunities of growth, however they are expensive (or at least at fair valuation) but in the long term, these businesses will grow much faster than Micron. Outside of the semiconductor industry, Google, Microsoft, or Amazon are great businesses, but you can’t expect them to 10X in valuation. They have moats and enough cash to survive any downturns. Honestly as a retail investor, I wouldn’t leave any of the above companies and invest in MU.
I don’t care about MU I care about QCOMM
Not gonna happen. Earnings beat, guidance raised, price targets by analysts all raised. Sell off was from algos in AH, I guarantee you MU moons at open today or Friday.
it's called sympathy trade stocks within the same industry will move in tandem with each others news. in this case, AMD smashed earnings so MU was bought up
I bought both around the same time this year, i am up 101% on MU and 46% on AMD I would both are excellent hold
MU was not exactly alone. WDC and STX were also way up today, even while NVDA and SMCI were down.
That’s a respectable amount. I’d just caution against making sudden, emotionally driven changes. Plenty of investors have sold too early under the assumption that prices couldn’t possibly go higher — only to end up watching from the sidelines while others ride an extended wave of free money. The concerns you raise are valid. But given the scale of capital pouring into energy infrastructure, it’s hard to imagine these bottlenecks remaining unsolved for long. The financial and geopolitical incentives are simply too strong to leave our power constraints unaddressed. 15.1m as of close - MSFT, MU, NVDA, GOOGL, and VTI
I've held MU off and on for decades. Because of the industry it is of course cyclical with supply and demand and inventory cycles. Buy it when tech is weak, hold it up, take good profits or exit and repeat. Not exactly sure how the cycles will be going forward... but historically it can drop 40%+ during the down periods.
MU $500B company easy
Been in micron heavy since the $30s. It’s been ok but rough to hold a larger holding of it than my AMD at $12 and NVDA at $15 but it’s been such a relief lately. Run MU run.
Thanks. I've owned $MU for a while, and have done quite well, but did not know HBM meant something.
Just Hedge Funds locking in and taking profits off the table before end of financial year Dec 2025 nothing to see here Just another buy the dips my MU options was up $4000 profit on Monday I look to take some more profit off the table but graphs showing still going up but Tuesday Hedgies profit taking saw my MU option back to $2500 profit and yet this morning MU is back up to $4500 profit so will clip my 3rd lot of Profit off MU on the way up and roll into a new MU options contract to hold my position which is already a free ride situation after taking my 1st profit off MU MU is still the picks and shovel Memory Chip supply to ALL data centre players, autonomous vehicles and robotics !
I’m not sure but MU and STX are the only companies I own stock in and I was really happy to see both did really well today ( but stx did even better)
Whoever here recommended looking at MU mid August… thank you! Up 96%!
MU on my mind. My Nov. 21 250 calls are almost at 100% profit. Will close them out if it crosses 240.
Micron had a great day. I always get burned by MU though.
MU and WDC actually been going up everyday 🦬🦬
MU is probably still undervalued...
MU up 10% on ... no news? I mean ye yesteday it dropped 7% (on no news, other than sentiment bad). I mean was there something i missed that i shouldve googled? Or just stfu and MU to the MU-UN
Upset at myself for only buying 50 shares of MU at $82 in April. It was a slow moving stock but finally took off in past few months
MU isn’t looking back 🚀
> Do you know how to buy it and do you think its worth the hassle when you can just buy MU? Nah, I don't know and I don't think it's worth the trouble. It just always comes to mind when I think about this sector.
I like SK Hynix as well but I have no idea how to buy it. And I feel like that kinda limits it growth if American users struggle to buy it. Do you know how to buy it and do you think its worth the hassle when you can just buy MU?
I thought MU was gonna dip more today so I could get in 🥲
no consent no lube. Emergency emergency, paging Dr MU
MU 90C takes me back to the good old days.
shud i get into MU now or is it too late. what about mrvl
Thank you MU for always holding up my portfolio
Bought MU puts at open and I’m getting violated
Im not going to complain but, yesterday MU is down nearly 7%. Ok i get it AI is dead, ok lemme take some profit. I trim a big portion. Today, oh actually AI is great, +8.2%. Me: well fuck
Amd can you please find some same fucking momentum that MU clearly has and drive up another couple %
Dammit AMD...fucking push upwards like MU is doing n
balls deep in QCOM, META, MU, MPWR
MU pumped 6% in 30 minutes for no reason
MU was the safe haven
I hope I don’t regret buying puts on MU
MU is at 230 i bought at 122 and sold at 116, 1 month later my adhd does not let me hold stocks longer than 1 month, and even 1 month is way too long
Paper handed the shit out of my MU 215 put this morning for a mere 130%. Gonna open itm tomorrow and make me cry
MU, NVDA and IREN holder here…it hurts…didn’t even get wined and dined before I got jacked
Companies that have dipped that i might buy into, ( most are not real dips) : ANET ALAB SHOP PLTR META RDDT NBIS HOOD GEV MU
Did MU say the N word?
Bought more MU on the dip. Earnings in December.
Mostly SNDK. Then spread out HOOD SOFI MU AMD etc
I just need MU to drop another 20 dollars this week is that too much to ask
My juicy MU gains today instantly reversed 😂
Bro if you just lived up to your flair (MU 90c) you would be rich
Although I was aiming for a 2-3 day gain, the stock didn’t perform as expected at that time. Fortunately, I didn’t sell those stocks after the earnings report and am still holding them. I’m currently observing SK Hynix and Samsung. I believe MU is rising as players in that domain sign contracts or make significant news.
Should I just buy MU and WDC leaps atm and just go on with my life?
While MU is casually up over 5%
MU is unstoppable, f\*ck myself for selling at $205!
I feel like MU doesn’t get much love here! It’s rolling!!!
This is so accurate, i burnt myself with NVDA and MU. NVDA my CC are DITM right now. Might have to roll out couple of months just recoup of the upside. MU for same situation but i doubt i will ever be able to catch up. OP if you want to really do this then sell really far like .10 delta to keep it safe.
buy MU weeklies = free tendies
$MU is the only thing gapping in my port I'm fucked
MU too, left the train at 156 i hate myself
Its been ruining my life since MU was $30 a share. And it will continue to ruin it until MU splits.
MU is going to have another 5% day tomorrow.
MU AMD can’t stop, won’t stop😮💨
I used to work in manufacturing. I was in electronic assembly and then an electronics buyer. Company was bought by a company in Singapore or I'd still be there. I understand how important chips are. I would be in SMH along with you but I already own 7 individual stocks of the top 11 and have been in and out of 6 others. NVDA, MU, AVGO make up 33% of my holdings. The only thing I love more than chips is Cheetos.
https://preview.redd.it/yiuqsfnfxpyf1.jpeg?width=1800&format=pjpg&auto=webp&s=c3936657dc3715698270f5067f02e2a0a15aca28 Good news? META is now sitting in a support order block. Chances are it will hold as it goes back to nearly last May. If the price drops below 640, it could continue down to 590ish where there is another support order block. I would consider exiting if it closes below 637.70, the bottom of the support area. The problem is that Theta is costing you to hold. Each day the meter is running, and it will accelerate the closer you get to the expiration date. It looks like your ITM call option theta is -.1303 (as of today), so doing the math 45 contracts x 100 x-.1303 theta = a daily loss of $536.35. You were smart to buy deep ITM call options, but my advice to anyone is never trade going into earnings. I lost a ton of money on MU and AMZN doing just that. You learn once and will never forget.
Honestly I think you're too early, obviously it's close to impossible to time this correctly, but this bubble can keep growing for at least few more years. You can short company that sell those shovels (NVDA, AMD) or stuff that is responsible for DC like Oracle, Avgo.. Valuation of all of them is pretty insane already. Also, MU might be a good candidate for short position if this goes to $ 250, because their sales will drop significantly at some point (it's pretty much cyclical)
First time? Every tech earnings after a solid beat dips hard. Everybody takes profits. Because everybody takes profits, the price dips and then everyone else panics and takes more profits. This is why I sell immediately on market open at whatever price. The stock will rip up in under a week. Buy cheap calls now. I learned my lesson with $MU earnings. I had a lot in calls and everything looked like it was a 5 bagger. But then the stock dipped hard, I sold my calls at a big loss. If I had kept them another week that would have been $180k. FML.
I would. Or something else tech like MU or PLTR
MU will go gangbusters. P/E is well below other ai supply chain providers sitting sub 30 compared to the 3x of other companies and in the spectrum. Only time before it rises to similar P/E ratios - 3-4X current I think.
Been doing well with $MU and $HII
MU still undervalued. Great chance to buy.