MU

shasta747

This meme Nana totally blessed me LOL. I was holding 50% cash when it was $35 in Nov but was too chicken to double down on my leaps, otherwise my gain today would be much more significant, but happy with 50% for a month of holding. If it rips more into year end, you're welcome, I did my service! 2 (MU, INTC) positions I opened early Nov did pretty well, NVO is still a retarded stock, glad it's much smaller than the other 2.

Fauster

If you can afford to save and afford to pay off debt, then you can't really afford not to invest. The value of the dollar halves every 15 years, and treasuries can keep you even with that a lot of the time. The s&p doubles every 7-10 ten years. The number of publicly traded stocks is constantly shrinking, so where you can put money is inherently limited if you aren't an accredited investor with a liquid few million. But if a public company can somewhat sustainably get a dramatically better ROI per dollar than you can, then you should be exposed over 5-7 year market cycles. Private capital is still slowly eating the world, in spite of the recent drama and selloffs related to fraud where people leveraged the same assets with different private parties and banks. My take is that private capital investor types are fine with typical infrastructure loans, but are balking at all the AI infrastructure loans that have gone out. It's fine that a lot of investors have tried to sit out the AI trade for the last three years, impossible if they own index funds, and those fixed-income risk-profile types are unlikely to ever steer their assets in. If interest rates go lower, private capital's standard MO will probably be to spin out startup vehicles. Retail is leverage of last resort, the lowest-tier scraps gobblers that own 25% of the market. When IPOs and waves of dilution are used to finance spend, when leverage jumps from 7% to 30%, and when sequential-quarter growth is no longer a thing, that's the time I would really worry. A stat I heard recently is that the S&P is up by double digits 80% of the years where there is not a recession, and up 20%+ for 40% of those years. So, if we're about to enter a recession, all bets are off, but people have been calling that for the last three years. If you take the informal definition of recession to be two quarters of negative GDP growth, then we're no where near that. The I in GDP dominated by AI infra investment is huge. But, when that I goes down, because hyperscalers et al. are reducing spend, it seems that we can't not have a recession. First-order, that recession could be severe. But, layoffs are continuing along with earnings and revenue growth, so the Fed is in a hard place, knowing that lower rates will ad fuel to fire and create more money that will need to find a home. Kevin Hasset has the gravitas and charisma of the Pillsbury Doughboy, so I wouldn't bank on a suddenly compliant Fed. The market feels the Fed will still fight inflation and so do I. Is there evidence that inflation is running dramatically higher than 3%? I'd argue not yet. Are there liquidity problems in corporate debt outside the AI trade? Nope. Is the AI trade still primarily funded by earnings of companies that have growing earnings? Yep. Are there huge bottlenecks that have fueled crazy price hikes and earnings jumps? Yep, thinking of MU and EWY, which I own. There is still an arms race going on. When former frontier players start bowing out and cut back on training and acknowledge defeat, that will be a significant moment. It just hasn't happened yet. Wherever you put your assets, you assume risk. But, some degree of risk is the only thing that will pay you, though, for the sake of sleep, I am personally buying dividend stocks again, thinking about my barbell, and hedging. Soros used to say that volatility increases towards market tops, and it's my base case that things get more volatile between now and the next recession, which will market will probably rapidly forecast with waterfall declines.

UnObtainium17

Not corsair. They don’t build the part that made all these shit expensive. It is MU that will benefit or has been benefiting from this.

tugrulthelol

Look at the retard strength on MU Down -1.3% premarket Up 1.3% at open Then down 2.4% And now back at 0

tugrulthelol

Lmao bers dumped MU to -1.3% only for it to jump to +1.3%

HimJomo

For anything to be real NVDIA needs to go to $215 today. That’s is the equivalent of what Alphabet did last week and what MU did in the last week as well. I expect Palinter at $188 by weeks end and Nvidia at $215 by weeks end. This will age well

tugrulthelol

Everyone looking at GPUs/TPUs , but the memory side of the demand is even more strained, therefore MU is literally free money for the next couple months, bite me

tugrulthelol

!banbet MU +10% 3W

tugrulthelol

!p MU

SignificantFeed7071

MU

Negative_Win_5117

!banbet MU $260 3w

Ready_Ad_5882

Haven’t built a pc but made about $200k on MU this year 🙌

JustBrowsinAndVibin

Let’s go MU!!

Euro347

NVDA is fabless, they dont make any of their GPU but still sell them under their brand. What TSM is to NVDA, MU is to CRSR. * **U.S. Market**: Corsair commanded a 45% share of the U.S. PC gaming components market. * **Gaming Memory (U.S.)**: For the same period, its market share in the gaming memory sector was 73%.

ExtremeAddict

I would wait a bit on $MU. The big HBM pump is done. The next big pump is likely only after a brief pullback first.

Adventurous-Key-770

I plan to increase my holdings of MU, having already held them for half a year prior to this.

Asleep_Illustrator26

MU and VRT holding strong even on an extremely choppy day. I told ya yesterday these two are gonna be winners for the next month or so

alexiosDeimos

Sold MU at $129 earlier in September and it pumped to $260 right in Oct/Nov :(

pmotiveforce

Hmm.. MU nearing a decent puts position. It hits about 250 and I will buy puts. RAM market will crater with the rest of this bullshit.

buried_lede

It might go up and down, but maybe micron, MU. Business through 2026 I think is just filling back orders on memory chips.  MU, Sk Hynix and Samsung I think are the big three for memory chips. They are needed in data centers and help conserve energy. They are all booked through 2026 . MU forward earning are 13, peg is less than 1 and earnings growth projected to be 150 percent 

ravrocker

AMD, GLW, MU. Made some gains but certainly not as much if I had held them until, say, today.

JustCan6425

Why SanDisk is down but MU is up??

tugrulthelol

!p MU Come on so close to my banbet

JesusBoughtPuts

I’m an MU bull who will be affected by this too

JustCan6425

My Dec 2026 MU and PLTR calls bought last week are starting to print. I’m waiting for a further drop in GOOGL, SanDisk and AVGO this month and loading up on those as well with Dec 2026.

Awkward-Walk-1500

I ❤️ MU

tugrulthelol

You guys can still get on MU, its still off its ATH, not as good of a good deal to get it at the 200$ dip, but its still a deal for its upside

tugrulthelol

MU is basically the NVDA for memory bandwith here in the US

tugrulthelol

my bad I just looked at the charts and yeah I've also got no clue on why sandisk is just getting shit on so heavily, maybe MU is just the leader in the group idk

tugrulthelol

memory bandwith in general is pumping, also look at MU, WDC, STX

COBRA_DROGO

MU, had call options for earnings a week out after earnings, it stayed flat post earnings so I sold all of it. Only to see it was in the money 3 days later and missed out on around 1.8k gains

tugrulthelol

I'm telling you all to full port MU, this is financial advice

tugrulthelol

lmao look at that erection on the MU chart, was down like -2.3% premarket btw

Negative_Win_5117

MU on sale this morning

youbenchbro

MU is a dog. I checked my balances and I'm -$800 on Micron.

PandoraBot

Well I was actually making about $300-500 per day swing trading about 10 trades a day, but then I ended up buying a horrendous stock (I bought MU and i sold at it's lowest after holding for months lol) and losing 30% of my port so I had to use Nvidia to breakeven lmao (so massive profit in Nvidia)

Wowmuchrya

MU and SNDK have 5% drops in 30s.

puffinnbluffin

Is u/martymoho alive? I hope he’s still buying MU calls

JustCan6425

Buy more PLTR, MU and SanDisk LEAPS tomorrow?

jlw993

Where can I see what the current "hot" "pumping" stocks are? Your NBIS, IREN, OKLO, MU, IONQ etc... not looking for quality stocks, just the current most popular high beta ones. I could look at most mentioned on Reddit stocks... Is there anywhere else?

e_sir

I bet we drill to the core starting tomorrow. 🐻 gang. AAPL 180, CVNA needs to come down to high 90s, ZM cash ain't shiet down to 30s, MU boys will catch falling 🔪🔪🩸🩸. PANIC them boys will be shouting buy the dip, 💎💎 hands...🤡🤡

callsonreddit

What about tech stocks like MU HOOD SOFI GOOG

FantacticalTater

I bought 32gb of MU ddr5 ram last Nov for $89. The same set of sticks is now almost $300 on Amazon. Same is happening again with graphics cards too. My 7800xt was $495 last year. Now it’s $730

No_Tough_2065

32gb ddr 5 = $400.. calls on MU 🫡

SOL_Investing

MU is already in the S&P500

Zipski577

Thank you. Over the last year MU is up +140% while NVDA is up +30%.

peterinjapan

MU

JesusBoughtPuts

Haha I’ll entertain one more reply: You’re using Micron’s old valuation ranges from the PC era like they still apply today, but the business isn’t even remotely the same. Sub 1x sales happened when MU was a commodity DRAM supplier with zero pricing power and chronic oversupply. Now it’s selling out HBM into 2026, tied directly to AI datacenter demand, with a structurally consolidated industry and tight supply. Quoting “7x sales” off trough cycle revenue and pretending it’s some bubble metric ignores forward growth entirely. This isn’t a greater fool setup, it’s a fundamentally different business in a fundamentally different market.

JesusBoughtPuts

Yes, I have calls in $MU, $TE, $LEU, and $SILJ. Have fun

catpicsforfree

My *very* reddit influenced portfolio has outperformed the S&P 4:1 this year. (ASTS, GOOG, RKLB, AMPX, MU, HGRAF, ONDS, UURAF, NBIS, RDDT, etc.) There are some really good stock tips around here, if you are able to sort through the pumpers & idiots.

Smart-Weird

Half in Micron ( MU) Half in DLTR/DG

njinja10

Would have preferred MU but okay

No_Database9822

MU avg cost $103 we in this fr

0K-go

MU?

Valueandgrowthare

it’s a good time to buy MU and TSM

Fikkafikation

Dell's earnings was very good. They beat well on EPS, an extremely small miss on rev and most importantly they raised their guidance for next quarter by a LOT. They cleared all doubts regarding margins and memory costs in their call. This is very much a repeat of what happed with MU when the analysts piled on it with stupid concerns and ratings. Disclaimer: 30 $165c 1/16/26 (in hindsight March would have been better considering the next quarter is expected much better than this already great one)

tugrulthelol

Fuck yeah MU pumping overnight, time to stroke it a little

JesusBoughtPuts

$MU 400 end of 2026 RemindMe! 1Y

JesusBoughtPuts

$MU to 245-250 by year end RemindMe! 35 days

Lcc30

1 month out 150 Puts on MU will be so glorious

IClosetheDealz

The timing on MU was last fall or the pullback end of August. If you’d traded cyclical memory companies you’d be a bit more cautious. I do like MU and it was a great buy at 100 or so but look back over its chart to look at the volatility. Didn’t nvidia just announce it’s going to start using a new type of memory as well that is not something MU makes? Thought I read that. I had 100k in micron at around 110, made good money on options for a year with and sold when it hit the 220s.

superhappykid

The comment you were replying to + some other comments are actually good. The fact everyone thinks it's stupid to buy MU here probably means its got some more room to run. Meanwhile everyone and their dog sees nothing wrong with Google going up another 50%.

FollowingAway9452

Honestly wouldn’t be shocked if MU ends up being the sleeper winner of this whole AI cycle. GPUs get all the hype, but every time Jensen ships another batch of H100s, someone has to feed them mountains of HBM and DRAM — and that’s literally Micron’s lane. NVIDIA is the sexy pick, Micron is the “boring until it isn’t” pick. When memory pricing turns and AI demand stays hot, MU’s earnings go from zero to stupid very quickly. The risk is higher volatility, sure, but the risk/reward actually makes sense here compared to chasing NVDA at 20× sales. Feels like one of those cases where the picks-and-shovels are underpriced because everyone’s staring at the gold nugget. \-.

Terrible-Zucchini-23

!banbet MU 340 1d

yaboisthename

First big hike i had was buying shares and hitting good a few times hit 500-1000% a couple times then 100% a few times then I started doing options and just playing swings a few weeks to a couple months out and hit good. Mainly last year or so I hit good on MU and FDEX calls and put heavy in when I did 

EightFolding

Long time fan of MU, for decades - I buy low and hold through the cycle and sell. But this is different. The memory shortage is real and will likely be sustained. The AI buildout has changed the memory cycle. MU is behaving differently. I doubled my position and am holding when I would usually be selling it. There's lots of reporting on this but people seem stuck in older ways of thinking about it.

bluuuuurn

It's up 160% YTD, I wouldn't say the market has "overlooked" them at this point. I think the outlook is positive if they can innovate and execute, and if our AI boom maintains the crazy spending. I'm not convinced of the latter, which is why I sold to cover all my initial MU investments I made over the summer. If it keeps on the rocket, good, but I'll continue selling as valuations go up. I'm in GOOG for the long haul, though.

Doctor_Raymos

Lots of whales piling on MU right now. Mid December calls are the sweet spot, go close to ITM.

14irahtom

I remember my first options play when I went 13k into MU 90 calls back during the WSB hay days and held till expiry bring 99% down but this is next level regardness

Illustrious-Coat3532

Good job on buying MU. Did you buy it last December or after liberation day.

NotGucci

Looking at avgo history they will pivot. They are more of conglomerate than anything else. You have to be bullish on them Google chips dram is made by MU designed by AVGO Mega bullish what you should be.

shasta747

I bought them right after the earning dip, they was up 40% at one point :)) I may jump back in MU next Monday, depending on how much it goes higher given I sold mine haha

tugrulthelol

Yeah nothing wrong with profit taking, but INTC and MU are very different plays

codespyder

meanwhile my MU puts are just wilting in the sun

shasta747

Sold my MU leaps for 30%, this low volume pump is so sus

Damerman

I think MU gonna beat EPS by 10%

tugrulthelol

Right with you in MU, went up nicely on calls I bought from the dip

n0m0rem0ney

bought APLD, MU, and NVTS after 🥭 making AI a priority. Upvote for smart downvote for dumb and ill be needing rope

Adome201

Bro MU calls on Friday was the move shit went up like 30 dollars since then lmaooooo

tugrulthelol

Holy shit look at that price action on MU lmao

tugrulthelol

MU

JustBrowsinAndVibin

Amazon, MU, AVGO, TSM, ARM, VRT

grassmunkie

Micron MU 4 da win

JoeyVottoS

Kinda kicking myself for not buying MU calls earlier this week too

happylilbumhole

Who makes the most profit from this ddr5 mem shortage. MU or something consumer facing like CRSR

sudharsansai

Got into some swing trading positions on META, EXPE and MU; happy with their prospects. 1DTEs on Qs have been alright at about 50% so far but going into AH is a bit risky me feels.

PaperHandsTheDip

As per google: "Broadcom (AVGO) does not build TPUs (Tensor Processing Units) entirely on its own; rather, it has a long-standing partnership with Google to help design and manufacture them. **Google designs the proprietary architecture of its TPUs**, which are a type of Application-Specific Integrated Circuit (ASIC). " \--- It's literally googles proprietary architecture - they design them. There are always a ton of people with hands in the pie / helping to build hardware - the important thing is who owns the final product. You stated "avgo is basically the one with the TPUs". That is blatantly false - the ownership & architecture & final product lies with Google. That makes it theirs. There are 100 companies with their hands in the pie of every piece of hardware we use today (ie: MU, TSMC, ASML, AVGO, etc, etc). The only thing that really matters is who owns the final product. Yes, AVGO plays a large part in the R&D of TPUs, but they are googles.

BiggieMoe01

The AI race just got a whole lot more interesting. In 2026 we will likely witness a massive arms race in AI. Concurrence between NVDA and GOOG will make this sector go even more nuclear and everyone is gonna want a piece of the pie. Spending is going to increase drastically despite the sentiment of questionable ROI on billions in AI spending. GOOG and NVDA will likely reach unprecedented valuation levels. Other key players in their respective ecosystems like MU and NBIS will also likely see their valuations significantly increase. 🥭 just basically bailed out the entire sector on Monday with the Genesis Mission. 2026 is going to be the year of ridiculous AI valuations.

MutaliskGluon

MU July $70C

photocopy_ypoc

!p MU

SunshineSeattle

Damn, you 4 minutes to fast for me. I originally joined WSB back in the MU days.  Ahh the better times. 

LOLIMJESUS

Buy MU calls obviously

tugrulthelol

MU bears are gonna be homeless by christmas mark my words

Damerman

Momentum on MU looks dissipated.

TomatoSpecialist6879

Sure, you're like the 5th retard in the past 5 years that are so sure then delete their account when I went back to laugh at them. Memory chip is so volatile that it's always been in demand for the last 8 years btw, 10 year worth of backlog so volatile OoooHHH. Funny thing is I'm not even in MU, but I'll buy some leaps just to spite you in a year's time retard. !RemindMe 1 year

tugrulthelol

Idc whether its nvidias GPUs or googles TPUs, MU wins either way as long as these companies keep pumping out more chips

Bravadette

Yeah the TPU thing really felt weird. I thought maybe MU would take the cake

DrWhatNoName

If I was a betting bot, I would bet on Samsung going bankrupt. Samsung cant afford to buy ram at a 156% price increase from MU.

Clear_Anything1232

I think I'll buy some MU Can't but RAM so this is the next best thing

MaterialGuy007

MU forward PE 12.51? NVDA forward PE 24.77? If based on backlog should be 50 Hedge funds still looking for those 200% gains should be long not short!