Reddit Posts
Is it too early for the Big Short 2.0 movie?
Buying the dip on individual stocks or adding to index funds: what's your approach to this pullback?
earnings preview for next week, mostly watching AAPL and AMD
MU YOLO: The Memory Super Cycle Is Not Peaking — It’s Broadening. 31% Upside to $1,400
MU900call successfully yielded a 272% gain
Asimov imagined the robot economy 70 years ago. Here's the AI trade everyone might be missing.
DRAM DD: I spent $500k worth of AI tokens this month
It’s been a tough year. What’s the moves for the rest of the year?
30K to invest - Oct 19 Market open
What's your take on the market, currently?
Micron takes a Saturday Night Dumps on Hyperliquid
Apparently buying the dip makes me a gambler. Thoughts on buying, logging off and checking back after a month.
Leopold biggest holdings are: MU, SNDK, Coreweave, BE
Why is market crashing again? I'm so sad.. I cannot habibi
Burry disclosed his shorts on NBIS and MU on September 22th. They are now down by 22% and 16%. Haters say what now?
Is a ETF like SCHD a good candidate in current volatile economic environment?
$META CEO Mark Zuckerberg says “memory and persistence” are next priorities for Muse Wonder as agents take on tasks that last weeks or months.
Buy Micron Tomorrow Oct 13th NewYork Session
My $8.8K HSA experiment is now worth $600K 🚀
Leopard just got liquidated by fake news again: Citadel 2: Leopard 0
MU rewards patient investors and punishes gambling addicts
MU rewards patience and punishes gambling
Markets Grinding Higher; Models are More Cautious
MU Taiwan voted 80% in favor of strike
5 AI names I’m watching Monday: $MU $RYET $APLD $BE $ORCL, from memory chips to AI software to the power grid. What are yall watching?
Midterms Nov 26 to Jan 27. Trump loses & these stocks will crater. (BTC, AI, DataCentre, Tesla, SpaceX) right?
Thanks to the guy who posted a rant about MU falling in the morning despite fantastic earnings call
Another record quarter from MU, down 2%: why estimates are not expectations
PCE came out as outlined in yesterday's write-up, MU Earnings Review and a More Bullish Q4 Setup
Leopold Aschenbrenner's fund is down on every position across his top holdings
When Theta Gang reaches WSB levels of autism. $MU $120K
Nike earnings are tomorrow and nobody seems to give a …💀
MU Beats on Q4, and Forecast for Q1 - Signficantly - Stock a bit down
$MU 1 million dollar earnings YOLO results
I'm Singlehandedly Trying to Improve the MU Earnings Calls
YOLO: MU Micron $1,080 strike 10/2 exp calls - I'm Michael Burry's Boss Now
Micron tops Q4 estimates on top and bottom line, offers strong Q1 outlook
Expectations for PCE, MU Earnings and a Dovish Williams Repricing Rates
AI Stock Crash, while AI Tech is Universal - Prediction
Made $550k in 90 days. Can't stop / won't stop 🚂
MU update – dropped to $1,054 ahead of Wednesday earnings
What is the bull case for Micron and Sandisk beyond rising AI demand?
Iran Headlines, 19 Fed Speakers and Quarter-End Flows Put SPY Under Pressure
why testing will be the next AI bottleneck industry DD - AEHR
why testing will be the next AI bottleneck industry DD - AEHR
why testing will be the next AI bottleneck DD - AEHR & INTT
why testing will be the next AI bottleneck DD - AEHR & INTT
Bought $7.2k of NVDA calls at 3:59. Wrong expiration 🤦♀️
NVDA,Bought the right play with the wrong expiration 🤦♀️
Streamer just bought 10K of MU pre earnings
If market takes a shit wishlist — what prices are you betting your house on ?
Yolo-ed my life savings on MU and SNDK at close yesterday
Mentions
Not going to hold more memory positions since already have some MU and DRAM.
Memory company SK Hynix said it's essentially sold out of its available memory through 2029. Fly MU fly
We need new soldiers to fullport SNDK and MU
MU will up 10% tomorrow. F THE 🐻
Already made my money on MU puts 3k on Friday alone but I'm just being realistic here. I just switched from puts to calls because I feel the google sell off was too extreme
yeah but it was TRIPLE that price for a brief window, with a lot of people buying up a ton to make it pop 120 thinking it would go to 500+ based on all the hype and frenzy.. it went all the way down to 59 so that’s nearly down half your investment if you got in around 100+.. it’s recovered a bit but it seems to shed value quick when it’s touching 80. Probably people wanting to exit with a smaller 30+% ish loss from their 100+ buy in and re-invest in.. more promising ventures. ~~bitcoin 1 million~~ ~~MU 2000~~ Ai isn’t a joke, but is it going to the moon? Is SpaceX going to the moon? Or Mars? I don’t have all the answers Sway, but pattern recognition tells me the big dogs are hedging their bets now and that means a cap on cap-ex. #SHOW ME THE MONEY
I’m in SNDK, but MU was a close second
MU sucks ass, i'd not buy that dip
me a bul? you are crazy for saying that. I was king of regards bols last year (GOOG and MU). This year I was fully bearish 3months already (March, July and end of September). I just sold my hedges last Friday because "I got paid" and I didnt even buy back in yet. But "the bubble" cant pop until Anthropic IPO at least. Yes I agree with you its dumb but this is not it, not yet imo
JUST IN: Bernstein and Goldman say "high-bandwidth flash" could break AI's memory wall, putting $MU and $SNDK in focus Cooked
unironically SNDK SKHY MU would be almost fine even if AI disappeared tomorrow. So cheap and ton of cash to do buybacks.
$400 investment buys you $1 in earnings. Long term that is not sustainable. This comment thread starts stating that this isn't 300 PE Cisco holding up the market, and the other commenter noted that Tesla very much has that valuation. Tesla is a long running symptom of cheap debt and hype. It may not be as concentrated on the time axis, but it is still a metric that doesn't make sense. I'd also note that some of the biggest players in the AI space either don't make money (infinite PE, or divide by 0 error) or have their PE based on future contracts, which makes it look more normal than it is. MU for example. Dot com valuations were justified until they weren't, and then everyone had hindsight. Same as it ever was.
November the best month for MU
Literally bought MU during the march crash and sold with just 1k loss. it could have been 100K without leverage fuuuuuc
Bro 6 years of stress could have been avoid with VOO and chill or you could investing MU or SNDK. But hindsight is 2020 so I think you’ll be fine
Believe it or not I had MU at 70 and panic sold after earnings
**BanBet Lost** — /u/maschin1982 (2W - 3L, 40%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $954.87 → $1000.00 | +4.7% | 3d | Lost |
I only have MU in my portfolio this is most complicated memory to replicate... about 25%
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $1000.00 (above) | $954.87 | $886.36 | +4.7% | 3h 23m | | **Record** | 2W - 2L | 50% | - | - | - |
What would you consider memory companies like MU now, a trade or investment? I bought thinking the fundamentals were good, but the price seems to be suppressed due to a mix of AI uncertainty and bad macros. I’m not sure if the party is already over
MU Turns to ath before Christmas
Sold my positions in MU, SKHY and SNDK Still hold some deep ITM calls which hopefully be my redemption
But but but QQQ and SOXX already has MU exposure
So MU 2k end of year right? …right?
BigTech are global companies. They have a big cash flow, generating from consumers using them globally AI companies don’t need government bailouts. They can modulate their spending, don’t need government money at all. All adopt AI use; $SPY $QQQ $NVDA $MU $KLAC $TSM all go up
Google is cheap but MU is much cheaper so I rather buy MU. Cost opportunity.
Not sure how MU numbers and lock in's are not hold8ng this 1.5 k stock up
I actually picked up hyperscalers leaps for Jan 28 on Fri. I think chips might see a bit of a hit Monday based on OpenAI's failed debt raise, as they're a major source of money flowing through to Nvidia/TSMC/MU/SKHY/ASML/INTC/etc. But it could be good for the hyperscalers who have their own cash flows and stronger underlying businesses.
https://www.reddit.com/r/MU\_Stock/s/nHF3rnqRts And same is true for Google.
No you did not. Capex was down due to 3rd party delay, they are not reducing the capex but increasing. When Big 7 miss in this kind everyone pays. MS: https://www.reddit.com/r/MU\_Stock/s/G9eBvcxPvQ
META: Is diluting your stake with a split so Zuck can sell and not loose control. The stock offering made your stake smaller as well. Considering how many SPV's meta is in, one has to wonder why they needed so much more cash. Its revenue is tied entirely to the ad market - thats driven by consumer behavior, would be impacted severely in an economic down turn (impairing their debt repayment) and they have no other revenue streams. Zuck's past bets have been a disaster. Where is the oculus money, where is the metaverse cash, how come their glasses hardware pay isnt printing. That does not instill a lot of faith in their AI play. Amazon and Google: both saw headwinds on ads' both gave different reasons. Again there are other players in this market and if they dont point to massive gains then there is a brewing spending problem that has ZERO to do with AI. Intel: I held this for a long time and sold before the numbers came out. Intel is trying to be two things at once and doing neither well. Does an American fab company make sense: yes. Does intel have potential: yes. Do these things belong together - maybe not. Hynix: Demand out stripping supply is NOT sustainable in a commodity driven market. If you buy in now you have to time the top - thats going to be VERY hard. Those forward contract commitments dont look so hot if your customers go bankrupt. MU (micron) has the auto industry locked up with commitments to older lines but may still be overvalued. - Both of them suffer at the first crack in the building boom (because every one stops the frantic construction when that happens). Broadcom: is in a pretty risky place - everyone keeps looking at them as some bleeding edge chip company. That isnt what they are/were. There is a whole other set of liabilities and potential write downs on their books that one has to account for. Never mind their meta bets.
What a week—the Fed’s FOMC, major earnings, tax-loss selling & oil prices, Vix Most of the institutions & big funds did tax-loss selling,closed the book by October end Ready for $NVDA earnings spike $MU reported $52 Billion revenue Next $SPX $NDX $QQQ $XLK $XLC seasonal spike
How do we feel about MU stock?
Hence why you invest in the shovel makers, not the ones digging for gold. I am an engineer and see amazing things completed using AI every day. Information gathered and put into presentation format that would have taken hours/days to compile completed in under 1 minute. I see code generated and deployed onto hardware by our 20+ year Application Engineers that was generated via Claude or other AI tools done in hours/days after debugging that would have taken them months (or more) to develp. Everyone here who says AI is not providing a return to companies is either not in a position to see it, or lives on thier parents couch acting like they know what is going on in corporate America/around the world. To your point, not every LLM/AI model will survive the test of time, but regardless of the one(s) that do prove to be perpetual, all will need the hardware infrastructure to run on (i.e. the shovels). This demand will only increase as factories/cars/planes/boats/homes become smarter and have need to access/store/make use of vast amounts of data and make processing decisions. I am going to be buying even more semi fabricators and memory makers during this fear induced sell off. MU P/E is around 5 and shortages are predicted through 2030 at a minimum.....my prediction is MU at $2000 by 2028.
This is why I sold all my AI stocks (AMD, MU, etc) months ago. Way too much to lose for the risk of more gains. Im all in AI safe stocks (SONY for example) and very broad ETFs (VEQT) to minimize any loss risk as much as possible in the equities side.
Just an appetizer. Most of you have never traded in a real market. You've been playing the tutorial mode the last few years where you can just keep buying MU and NVDA calls and eventually you win. We'll eventually return to a time when you can lose and keep on losing until you aren't allowed to lose anymore because you're living in a box behind Wendy's.
But it’s not about recovery speed. I’m talking about stress. One stock drops 50% and it is very very stressful. Go to the MU forums where people (supposedly) full ported and now going “oh fuck when back to cost” Can you recover faster? 100% but if your one stock drops 50% as the market is green, you sweating a lot harder. Vs if the entire market is down, it’s a “ya, it ain’t great, may take some time - but either the global market recovers or none of this matters anyway”
Amazon (AWS): According to current figures, planning for 2027 CapEx to be "meaningfully more" than the massive $220 billion in 2026. Alphabet (Google): Has signaled that its record trajectory (currently $195–$205 billion) will be pushed even higher in 2027. Microsoft & Meta: Maintaining their investments in physical data centers and AI clusters at historic plateaus of well over $100 billion to nearly $200 billion annually each. I buy the MU dip
Same fumbled my gains when I flew too close to the sun with MU calls https://preview.redd.it/n99873ihpqyh1.jpeg?width=1319&format=pjpg&auto=webp&s=a59d15e351b169f26b61163ce452a58d708af8ae
I cant post in MU sub cuz kar'a requirements... I have mu $1060 calls expiring 12/18, am I cooked chat?
Will start nibbling once it drops below 10 PE now that the management has proven they aren't able to diversify their revenue. It's probably going to 5 PE if the market isn't even willing to give MU 10x forward PE.
Lame the 911 Turbo S is such a better car. I bought an F350 with NVDA and a 911 Turbo on MU.
Ugh I drunkenly ordered a slice of pizza but I also got a salad and added broccoli so that almost evens out almost like my SPY puts almost making up for my GOOG and MU losses lol
How much money would it take for NVDA to rally like AMD or MU, do the math on it seriously
**BanBet Lost** — /u/Scarfaceb1tch (8W - 7L, 53%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▼ | $906.26 → $850.00 | -6.2% | 1d | Lost |
exactly, its very simple, institutions arent buying big calls right now and are day trading with tactical asset allocation to things like aapl or lly or consumer defensive. theyll switch back to MU sndk with big money post midterm again. they always do this. this is the only answer, retail cannot move stocks unless its a pandemic and everyone is home lol
This is a dumb comment. If market was expecting MU to maintain the same revenue growth (400%+), it would have been worth 400 trillion dollars.
Yeah where is the bubble with forward multiples of MU and SK Hynix at like… 3-5?
He mentioned MU so I'm guessing he's playing the extremely volatile ones.
Why is Ai making me question whether a low p/e is bad? Lmaooooo MU 5 vs Tesla 285
What's next on the chopping block next week? NVDA and MU?
$NVDA there is no AI bubble, until $NVDA earnings drops. Right now $TSM can’t meet demand, $NVDA earnings skyrockets, on to $MU gave $52 Billion revenue few weeks back. So AI bubble noise story is not real, AI changing all performance at every sector
Both...sold off some GOOG, VEU and VOO...bought some TSM, MU, EWY and NVDA...as well as QQQ. Just risking up while things are a little lower. Regret selling Google ...maybe buy a tiny amount to scratch the itch.
MU performed well all things considered
So MU has another -20% to go....
Market cares about future profits not current profits. Why do you think MU ran 1000%? Who knows in 3-5 years what MU will be making and it might not be as much as it is today so why take the risk now?
I keep thinking the same damn thing over and over since INTC said memory prices and demand were hindering them. How can that possibly *not* be extremely bullish for companies like MU? They literally have a stranglehold on these other companies. It’s like they’re selling fuckin oxygen.
|Stock|YoY EPS growth|Trailing P/E|Forward P/E| |:-|:-|:-|:-| |PG|\-3.1%|24.4x|22.8x| |KO |\+12.3%|27.8x|27.1x| |PEP|\+51.2%|17.3x|16.2x| |COST|\+14.0%|48.8x|44.4x| |WMT|\+4.2%|44.8x|41.1x| |NVDA|\+125.3%|25.9x|16.9x| |MU|\+879.3%|11.9x|5.0x| |SNDK|N/M\*|9.3x|4.8x| |AMAT|\+38.3%|33.7x|22.1x| |AVGO|\+100.0%|41.6x|18.7x| This. Some examples. The highest P/E out of all of these if Costco. With 14% growth.
Yea its all shares, alot of more degen shit tho, AAOI, APLD, MU, ASML, HPE, WDC. Unlucky I guess.
Haha none of this about AI being bearish. Google aI overview has its ad revenue stalling, that means AI is forcing companies to adapt because AI transformational and chatgpt and claude stealing market share Intc is clearly bullish for AI as they failed to buy memory cheaper when they could so their guidance was weak because pc prices are high with memory shortages deterring customers, short term bearish for intel, bullish for AI in general. Kioxia had weak guidance but thats because they are 30% consumer revenue, wheras sandisk is 3%, bullish for AI, memory, kioxia did a bad job compared to other memory companies like MU and skhy and not as smart as sandisk who just had a blowout quarter and blowout guidance. This is all wall streeet confusing you guys. Burrys thesis is about stock valuations after gpu prices arent supply constrained in the future, which is several years away as GPUs have been supply constrained for at least 7 years. Nvda cang even meet demand because of a lack of supply for yet another year. This is all noise, strong bullish for AI. After nov 3rd market will flip bullish even if theres a rate hike which will help bonds again too
Here are the current results from Claude Sonnet 5.5 (Medium). ||\~Price|Forward P/E (my math)|Free cash flow|Balance sheet|Estimate direction|Call| |:-|:-|:-|:-|:-|:-|:-| |GOOGL|$280|\~19x 2027|−$9.1B in Q3|\~$98B debt plus new equity|EPS trimmed, capex rising|**Undervalued** (funding risk)| |SYK|$273|\~18x 2026, \~17x 2027|\~$2.7B over 9 months|\~$11B net debt|Cut twice in 2026|**Undervalued, unproven**| |CAT|\~$655|\~21x next 12 months|Record, mostly returned|Targets mid-A rating|Rising, guide unchanged|Fair; not a knife| |AMZN|$239|\~23x 2027|About −$42B trailing|Debt rising fast|Op income up, EPS miss|Fair; capex-ROI bet| |NOW|$110|Mid-20s|\~$5.9B guided, \~$4B SBC|Not verified|Guide raised, cRPO slowing|**Falling knife**| |MU|$885|\~5x FY27|$62B in FY26|$68B net cash|Rising|**Knife until pricing is visible**|
Yup. For example the first buys and volume for MU was by exactly $861.61 before the algos kicked in.
Just say you bought MU bag holder lmao
Alright made $1000 off of my MU puts and now I bought a MU call for Monday, is this regarded or am I a genius??
20% evaporated off MU options just for being flat for one hour lmfao
I just realized $17 scalping the MU dip. Basically god status.
Looks like I'm going to be holding MU for a while
Hang in there man. On the flip side everything is red there will be a point where things flip back. Pick something with more tailwind nvidia, MU etc if you time it right you can ride the recovery with options and 2 to 5x. Also say nvidia dips to 180 just shares you got an easy 20% once it recovers
If MU can close down less 7% I will consider that a win lmfao
I was down 200$ and MU 0dte just broke me even on the day
can we even get a $5 relief pump on MU? This is nuts
#Stocks off from their 52-week high: #SPY: -3.5% #NVDA: -18% #GOOG: -32% #AMZN: -17% #TSLA: -21% #META: -22% #AVGO: -35% #MU: -32% #AMD: -25% #INTC: -55% #ORCL: -52% #LMAO🤌🍁⛹🏾
I wish all stocks looked more like SNDK so I dont feel alone in this or at least MU. Memorybros we're cooked
Nah man. I sold all my semi shares 3 weeks ago and started buying poots last week. I lost a lot of my MU gains in July by bagholding.
The difference, and this is a huge difference, is that all the [dot.com](http://dot.com) companies that were popping up had zero to negative revenue. That's not quite the case for these AI companies. Another difference is that established companies are being looped into the ai story (WDC, STX, KLAC, LITE, MU, SNDK, MAG7, etc). That wasn't the case back in the [dot.com](http://dot.com) era. It was just new companies being created out of thin air from any random idea off the street and then investors pouring in. It's not quite the same with AI.
INTC basically said, "We're fk'd because of memory prices - makes the MU drop seem odd.
I mean, if he invested into MU before it took off, he definitely could be real. 12 year old account with definite wealth scaling once you get past the Uber rich posts. Post history is way more consistent than most bot accounts I've seen.
hard to believe MU trades down 100$ from yesterday
MU hates 870 with a passion
She should have said MU is over 1000. SAD
Stop that MU. Get back down there
How does TSLA with 100+ PE remain at just 1% down when Google /MU/ SNDK etc get shredded ?
It's because the revenue is viewed as nonsustainable. Nobody cares MU 15 bucks a share now at _this_ share price if 3 years from now it'll be 20 cents a share.
I was doing fine with stocks and investing and then I gambled on MU’s earnings with an option and made 5k in one day. Then I got greedy with options and stopped by stocks and started trading options and the market dropped multiple times. Every time I thought I was buying the dip. And then most of the options expired. Still have some options on NBIG 120day expiry.
# That MU bol tarp was filthy