Reddit Posts
MU IV crush this week did more work than the stock ripping to $1255 ever did
When market makes no sense trade like a degen
FOMO turned to JOMO turned to FOMO and now it is ABMO?
Duality of Man (up 48% for the week, down 48% for the month)
Michael Burry bets against rally: ‘We are near a major top, and possible a 1987-type fall’
Someone tell burry his shorts are kaput
Today i went to seoul and made a wish
Forward P/E is a bad metric to use when valuing cyclical stocks.
Forward P/E is a bad metric to use when valuing cyclical stocks.
Berkshire Hathaway Should use all their cash to buy Micron
Berkshire Hathaway Should use all their cash to buy Micron
Why is MU raising off market today almost +5%? Is it because of TRUMP TACO or whats the reason? Seem like no other explanation
Do you think recent AI selloff was mainly due to Citadel's hunt for Leopold's fund
Do you think recent AI selloff was mainly due to Citadel's hunt for Situational Awareness fund
How today's highly valued AI stocks can turn into the next IBM like turn around
Today's Top Movers Breakdown (July 31, 2026): FMC's debt reduction plan, MU riding cloud CapEx, CHRW pullback, and ALNY's bitter milestone.
Memory prices are quietly destroying demand for non-AI devices, June China smartphone shipments -17% YoY
This is the bounce that no one believes… which might be an indicator that the pump will sustain
Was SaaS Up Just Due to Shorts Unwinding?
I want you to put the word out, that we back up (SNDK/MU)
I fucking did it again, Im not learning!!!
Leopold Aschenbrenner's & Situational Awareness died for this Pay F for respects 🙏 🫡 🙌 😔
Shorting SNDK to fund the MU long, anyone else playing this pairs trade in semis?
MU bounced to $975 and now I'm watching for the drop. Bear case feels very much alive
Will MSFT and Samsung finally be a catalyst for SNDK and MU recovery? I think they just might.. what's your take?
SNDK or other memory stocks? Should I favor smallest P/E?
SNDK or other memory stocks? Should I favor lowest P/E?
Chasing the memory stock rally ruined my portfolio. Now I don’t know if my new portfolio will save me or make things worse
will SNDK and MU come green today after SKHY results? Probably not despite great earnings. Analysis
Anyone Notice the Inverse action of software & memory stocks?
Caught a $7k day on $MU during the downturn, bear markets aren't all doom
Is the memory trade dead? I'm buying SNDK and DRAM etf
AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building
How come DUV lithography hurt SNDK the most?
China’s CXMT Surges 466% in Asia’s Largest IPO of 2026
MU bouncing off $800 or fakeout? The chart says be patient
Could AI Efficiency Become a Headwind for Micron?
21 M, just passed 200k, I have the #1 fastest growing portfolio on Wealthsimple in the last year and #4 for all time (Gold, MU, SpaceX -2X)
SK Hynix earnings dropping soon, but the real question is whether the LTAs hold up
Micron (MU): the full file — the numbers, the owners, and what the filings actually show
Micron (MU): the full file — the numbers, the owners, and what the filings actually show
Finally green on $MU after holding through the worst of it
MU earnings week and the market's still pricing in a soft landing. Feels off.
When is the appropriate time to give up on DRAM? 💀
AI is printing money for semis but won't fix the deficit. The market is pricing this wrong imo.
Memory is the greatest opportunity in years
Who’s getting absolutely dog shitted on today? 🙋♂️
Theory on real reason AI and Space are crashing
Sob im in MU 30% discount. 20 pe, 30bill in cash
Uhhh guys? Which one of you caused this? Ok who was it guys? Buying the dip rn.
MU finally stopped the bleeding. Been a rough ride but recovered the losses
$12.74 -> $10 million day 1. Bought 0.014 MU
Which on of you MU-bagholder's home is this?:
What should I do with my MU calls?
Crazy 2 minute spike in semiconductor stocks
Reddit's 2026 Stock Picks: What actually performed?
You're not a True Regard until the casino itself is concerned for you
IBM's crash is a bullish signal - for the semiconductor industry
19.1K > 65.8K > 11K on semiconductors
How Far Will the Chip Stock Fall Go?
AI enhanced MU analysis and DD after todays drop.
Reason for Δ between SKHY (+26%) vs MU (5%)?
The algos are loading the boat on crypto derivatives while everyone else is crying about their worthless MU calls. IBIT July 31 $39.50s. 🚀
Yahoo Finance definitely knows something
$MU keeps showing up on my radar, anyone else watching this closely?
Mentions
Greg Abel is buying tons of MU for Berkshire Buffett declared in a shareholder letter that the dude is a cooz hound for memes
I don't like writing options for MU because RV>IV
yeah man, MU to 2000 by end of week easy, and if not, panic sell everything at a loss, because the market is rigged.
The sentiments on Memory are bearish right now but make no mistake MU and SNDK will make you rich
Yes MU and SK hynix will trade at a forward PE of 2-3
Yes. But max loss is defined by the spread’s width. If you go super wide like I suggested you are basically trying to have your cake and eat it too, squeezing in more contracts to have more profit. I did this on MU a couple times and it is not for the feint of heart.
Besides thinking MU and memory stocks are a value trap what are your bets
☝️ As soon as I heard SNDK doing buybacks I stopped buying in. I believe they don't outright own their own fabs (joint partnership with Kioxia) so room for expansion won't be the same scale as others so they have to burn the money somehow 🤷♂️ I believe that's why WDC & Kioxia all got hit the hardest as they're all interlinked. MU, SAM & SKHY all ramping expansion is a good so didn't get punished as hard, main drop on the latter two is more the Korean macro IMHO.
yeah, SNDK/MU pricing confuses the shit out of me. Just looking at the #s, it should be trading at $2500. But I think everyone is nervous about how long this will last before revenue dumps back down to $10 billion.
And it’s all already been priced in brotha. The market knows they can’t continue to increase memory prices forever and so MU’s growth cannot continue to accelerate. Remember they have to beat the previous quarter/years numbers and RAISE guidance in order to keep the stock price high. It’s simply unsustainable
MU is actually profitable and even has a low pe ratio.
no one mentions AXTI here but it's such a crack stock, less regarded version of MU
They killed themselves instead of working a day job at Wendy's, saving up, then betting on AMD, NVIDIA and MU. Absolute regards sold off their life at the bottom.
MU-Gang ain't nothin to fuck with
literally purchase $MU you fat geriatric fuck. the entire thing buy it all every single share buy the whole fucking company.
**BanBet Lost** — /u/neverturndownagain (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $899.43 → $970.00 | +7.8% | 1d | Lost |
So peace and love? No new threats? MU to 1200 monday?
MU $1300 and SNDK $2000 by the end of August. Mark my words. Ishallah
Buy SNDK and MU dip. You’ll thank me later
Missed out on generational 0dte SPCX calls yesterday, busy trading useless shit Like HTZ and MU lmao
I know it’s the weekend. But honestly, how many of you in deep red but still pretending you are doing okay? Personally, I know of three who are in such state but don’t know how long they can continue to hide it before being found out… one of them bought a lot of SPCX stock @ above 200 and the other two held calls and shares for memory stocks like MU and DRAM at close to ATH.
>That's the only argument I can partially understand, that maybe companies won't be able to expand as big as they like at the pace they'd like, but one would think they have a plan for these hurdles? For the sake of argument, let's assume everything you say about the demand side is true. That's only more reason to believe nobody had a plan for these hurdles. You've seen it all the way down the supply chain from GPUs (NVDA/AMD), to DRAM (MU/SNDK/etc), to data center infrastructure (AMAT/ASML/etc), all the way to power (CAT/BE). All up dramatically because nobody had a plan for these bottlenecks, largely because all of these capacities take a ton of resources and time to raise. Even if all of these players had predicted this demand when ChatGPT first came out in late '22, much of the capacity would just be coming online now. If a lot of these companies are spending the capex now, I'd expect that capacity to start being present at all in late 2028 or 2029. Because of the complexity and cost it's hard to see any of individual companies expanding production as fast as most would like even if supply chains were no issue. Looking at the aggregate picture, with the entire supply chain feeling the same squeeze, it pushes that timeline even further out and pushes all of the costs up. This is why I'm skeptical that they can spend the money allocated and build the capacity planned on a timeline close to what the markets are pricing.
Its weird how lucky stock-market money changes you. I set a recurring annual reminder in Outlook to mark the day I had a $2000 (unrealized) gain on a Chinese e-sports stock . After holding $MU over the past year I had days I was up $40-50 k and felt 'disappointed' it wasn't more.
If MU went to $2000 I'd probably buy a yacht. A toy yacht
I feel like MU is no a brainer?
Alright this is why the sex robot stocks went down last week AMD, SNDK, WDC, STX, MU, SKHY OK the reason why they went down is because... Yeah I got no idea actually 😅
Is MU gonna get left in the dust in terms of wafer production
Citi analyst you cite is way more bullish than me on MU
Citi: Major price target reduction on MU
MU around 350 and SNDK 500, should have cashed out a bit but uhh nevermind ;)
**BanBet Lost** — /u/Quirky-Assist-9303 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $896.85 → $1000.00 | +11.5% | 2d | Lost |
what % of your port is MU + Sndk?
Sandisk and MU never recovers. Its' dead.
What idiot thinks SMCI should trade like MU? lol
Do people compare it with MU? Wtf you smoking?
I had a great initial run up with DRAM calls, took profit, then just before the last MU earnings bought some more calls in a different account. Seemed like a great idea for a few days, until it all went to shit. Thinking of just getting out of DRAM altogether or at least moving some of the money over to other areas like photonics or networking. My other semis are making a recovery. This relentless selling by Korea… I’m not sure I want any exposure to that right now
everyone pumping except MU SNDK
I should buy more puts on MU and SNDK cause it will rip
56 I remember the qqq craze I own mostly individual stocks kinda happy about it MSFT 20 cat 38 Nxpi 16 MU 5 Nvda I bought with pocket change never dreamed glw 19 apple 17 and 50 axon 50 Lilly 18 and 50ish MA 25 cost I could keep going 95% single stocks
MU PT cut by Citigroup
Most Microsoft calls and swing trading MU
Here we go, I’m all lubed up and ready. Come at me MU, let’s see who will pound me harder. Sand dick or moo. 4min.
Ngl kinda impressed with how MU held up today compared to others
who want to hold MU through the weekend? feeling the 10% pump on monday
Meh, I'm still up on MU with room to wait. But you do you
I feel like the only decent play on Memory/MU right now is just leap calls
MU pumped to absolutely wreck me now options will close and it will dump back to 850
MU 885C is cheap and I'm feeling lucky. No wait I meant retarded
MU and SNDK should wake up, grab a brush and put on a little make up
If SNDK and MU ends positive I'll eat a scorpion
At least go green for the day MU so I have some semblance of hope left for you. Such a piece of shit stock
For Optical components or photonic switch, no monopoly $MRVL $COHR $GLW $AAOI & 10 Chinese and Korean companies No monopoly $MU $SNDK $STX $WDC cooling Many semi crash at earnings, cautious before ER for optical components companies ER pain to $AMd $AVGo $MU see $smh
Took a loss on my MU purchase this week. GL memory bulls. I’m out.
This MU pump gonna be nasty
Guys - as much as it pains me to say this it has to be said. MEMORY is DEAD. I dumped MU / SNDK / WDC and all that garbage today. Its over. Dead money don't make money.
I’m losing 2k to MU theta fuck
Fuuuuuuck that. On margin? I took a loss of $30 off hertz buying 100 this morning, I'm having way more fun on MU. Hopefully this comment doesn't bite me in the ass.
I would like it if MU wasn’t such a moody bitch.
I have MU calls and puts I need a break out :( 1k each
I have $2k in MU 0DTE rn I need power hour
I need $40 MU Pump for POWER HOUR
MU and SNDK not being 10%/15% up or down is cursed
Fucking MU pick a direction and go
MU is down 1.3 percent today. HTZ is up 10%. I dont follow your logic here.
You’re writing essays against a position I never even took, which is kind of impressive. “Valuations/expectations peaked” is not the same thing as “this was the absolute top and MU will never make another ATH.” You made that argument up, argued against it for three paragraphs, then congratulated yourself. And the funniest part is you say price action doesn’t matter, then immediately use volume, volatility, and prior price action as evidence that I’m wrong. Pick one. My actual thesis was simple: memory expectations got so high that even strong results aren’t getting rewarded the same way, while incremental AI spending is starting to favor optics/networking/custom silicon. You still haven’t actually addressed that. But sure, keep telling me about your cost basis and what happened four months ago. Very relevant.
Please allow me to introduce you to the steaming hot turd that is MU
regular sess you gotta go with teh big blue chip like MU, these garbage stocks will bleed you dry they pump them premarekt to dump the bags in regular session
Waiting for MU to go positive and break 900
I feel like the ultimate bag holder. My wife's boyfriend has already tried to help me. Currently sitting mainly in MU, SNDK, and a little SLS. Formerly in GME and AMC. Its been a wild ride.
You already moved the goalpost lol. First it was “my cost basis is lower,” now it’s “wait 6 months and then I’ll concede.” My post was based on earnings reactions + insane expectations + where incremental AI capex is getting rewarded, not one month of candles. If MU/SNDK rip to new ATHs, cool, thesis was wrong. But “it happened 4 months ago” isn’t an argument either
The same analysts that have MU at 2000
**BanBet Lost** — /u/john_hockeyguy (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▼ | $920.32 → $800.00 | -13.1% | 2d | Lost |
Bro flexing your cost basis like that disproves anything 😭 My post was about **valuation/expectations peaking and money rotating out of memory**, not “MU is a bad company.” Congrats on buying lower I guess? Completely different argument lmao.
Still me, MU cost basis $140 sndk $265 LMAO Still bagholding 4digits?
Still doing CRSR and MU. My options in CRSR is nice.
It’s funny people holding MU bags telling us $HTZ it’s not the way to got, lol keep praying your MU 5K December call hits
You know SNDK and MU wanna go green c'monnn
yep I am one of those victims. To be fair, I'm playing fully with profit from MU volatility, so I should stop crying in the casino. And who knows, maybe it jerks 30 dollars in a direction before close :D
Everyone thought MU would breakout today to be fair. It was like the third time over 900 this week and it just bounces down
make the wrong call on MU, spend the whole day scalping to break even. I am now even, with three utterly worthless contracts. I consider this a win.
Try some MU or SNDK 0 dte they’re a lot of fun
Being very patient with MU rn... :feetswing: :pepeuwu:
Holy fuk MU lets go already. Trimmed to safety....