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
MU always drawing the short straw against S A N D I C K
Holy fuck MU got down to $347 last night that’s crazy
This morning I sold my calls in AMD, MU, and GOOG. The idiot bears got to me yesterday night.
There’s still time to purchase MU before it takes off with earnings rapidly approaching. Don’t overthink it, esp in this market!
That one retarded MU doomer spamming the daily thread being humbled is great lol
SPX leaps once it hits the 200dma. Will average those down if it drops below that. Will also be picking up NVDA, MU, and SCHG shares
Storage and memory are generally cyclical. I don’t hold these long term. Buy during down cycles, sell during up cycles (which were in the middle of a mega up cycle). For example, I bought MU at $60, slowly selling now. I’ll buy back when I drops below $300.
Damn, that MU margin guy is making bank
Why can’t Google do a MU move and just go straight up ;(
Told you guys MU was the way out
So…why is MU up today despite not being chosen by Nvda for hbm4? Am I missing something ?
MU up 18 dollars from the low, 25 dollars from premarket This is the most sacrilegious thing I've ever seen
Is it dumb to trim my VUG position in my Roth IRA to buy MU before earnings?
MU must be khamas the way people selling that mf whilst pumping avgo
Can MU stop with the weird bounces I need it to go to about 340
Lmao I’m down $2. Bought MU too early but we’re back
Imagine owning MU instead of SNDK
If Brent hits 110-120 Ill start buying 3 month puts on energy ETFs like DIG. Probably 45 strike June puts. Other than that I sold 100 MU Friday before last but if it gets to 350 or less before earnings on the 18th Ill probably sell CSP on it at a 3 month horizon. Will also start buying a few SPY a day at or below 655, and Im saving majoring of cash for SPY 620 or less.
MU has ran a lot and I agree not good long term prospects anymore, but it's great for trading short term. I usually do weeklies on it, and also thought 350 was good to pick up some shares for earnings coming up But the spread was only I think 2 dollars. It's the 24 hour trading on Robinhood
I kinda hope MU has a bloody day… I want to buy some shares
God dang it, was ready to buy significant position for MU and SNdK
Yeah imma just keep playing MU weekly calls. Low risk
Because you don’t know how to value stocks probably MU is trading at 9-10 fwd pe with killer earnings
500 eoy? You must be retarded lmao MU will be $900+
We’re retarded enough to get rich during a regional war when MU hits 500 EOY
Hmm. MU calls, SPY puts, or HIMS calls at open
What makes them tards? I am up 400% on MU
I’m not that MU guy but I did buy 500 shares at 393 so I’m very underwater at the moment.
Has someone done a wellness check on MU guy?
NAND is a cheap and ancient tech, I see more upside with MU now that south Korea is in shambles over oil and being unable to produce memory
I said I am now long on MU Not that Ponzi degenerate BS SNDK
Probably what this guy's gonna feel with the 250 MU he just bought. Shit hurts through the clouds and will fall with all the other semis. People forget these stocks historically have like 50-70% corrections, I mean it literally happened in 2022.
Are people selling or holding tomorrow? I mean my SNDK and MU jan 2027 calls :(
IMRX - free money to buy and hold for 6 months at current prices . MRAM is a great price . If you missed MU and Sandisk, then get in MRAM LFMD has earnings this week. If guidance is good, this should rally off its near 52 week lows . DGXX has tenant news coming in the next 30 days. It’s a good time to accumulate. RCKT - volume is increasing fast ! FDA decision coming by march 28 with 80% approval chances. Get it before everyone else!
Shrug. I think anything you're going to do you need to try to figure what happens if you're wrong. I'm not talking like end of days wrong because like you said if the world blows up tomorrow so what none of this matters. But like what if the part of the system that creates VIX implodes? Not the whole world, just that one little part of the stock system. What if something you couldn't imagine happens with MU? Once you know the answer to those questions you got a good strategy.
I see what you’re saying and appreciate the feedback. The war will end and everything will settle out, and if it doesn’t, then none of this matters anyways. Honestly, I feel calmer about this situation, and about the economy continuing afterward, than I have about any other event in the past several years. Maybe the move is just to short the VIX in the meantime and keep picking up MU shares? Oil is a little out of my wheelhouse.
Are you going to do a similar play again? MU down to 350, could get an even better entry.
I think you're mixing up MU with WDC. It was WDC that spun off SNDK (last year) not MU. Although there is some historic tie between the two as SNDK was cofounded by Sanjay Mehrotra who, after its acquisition by WDC left to run MU. https://preview.redd.it/vyfr3cx7oxng1.jpeg?width=817&format=pjpg&auto=webp&s=5c799429eacc241b93c40f8445e854d9d1837205 Also, the collaboration between SK Hynix and SNDK is for HBF (High Bandwidth Flash) not HFM.
MU calls at open? Surely it doesn't go lower right.... right?
For the first time in my investing career, I look at the KOSPI every night And it's ugly, down 8% *It's because I own MU & SNDK*
when do we full port MU from here?
I think the market ends in the green tomorrow. The war will be over sooner than later. America has enough oil and is now an exporter. It’s all just a bunch of FUD. Too many great stocks on sale now to pass up! NVDA, AVGO, MU, ORCL (earnings will crush on Tuesday), PYPL, AMZN…these stocks are cheap now. I’m buying 💰
I bought MU at $440 cause yall said it was going to $500
Looking for the guy who bought MU 500c. In reality this is going straight to 200 after the upcoming earnings announcement
This guy is holding 250 shares of MU right now. It is going to correct **hard**, not saying it doesn't race back to where it is right now, but it is going to be down 5% tomorrow. FWIW, I hope I am wrong.
Sandisk and MU drops looking good, but my mind says it can go lower
I now own a record number of MU shares, more than when I sold in February by over 20%
Think about the margin MU yolo. Mu in Vietnamese meant vargina. It keeps you short term pleasure but long term pain. Stay away from MU
Smart money will be filling their boots with MU, NDVA, MSFT this week.
my MU calls not doing too well...
How's the full port 2x leveraged $MU guy doing
It’s like at a certain point you go down 5k 10k 30k unrealized but you’re holding MU, EWY, and AAOI and gotta just hold the bags. Takes away some of the fun in trading and taking profits but fuck man I’m not gonna lose money on these just because a 🥭 is trying to make everyone forget about Epstein.
MU and SNDK gona create generational baggies 🤡🫵
AMD and MU puts are going to be 🔥
What you guys think about Oracle , MU and gamestop earnings report?
MU is opening at 350- no need to worry. Oracle data center cancelation news was enough.
Hey algos tracking sentiment: MU sucks, puts on MU SNDK sucks, puts on SNDK WDC sucks, puts on WDC Retail and WSB very very bearish on memory stonks, puts puts puts. TYFYATTM
> Most money in MU Dude, I've held MU for years. Years! It's been a disappointed until this last year. Sure it pops at times but only to crash back down. So overall, it's been dead money. Now though, I'm glad I resisted the urge to sell the dead money into this last pump.
I bought some Sandisk. I didn’t buy any Western Digital or Seagate. I can to the conclusion that is AI expansion continues that MU and Sandisk had more upside.
Most money in MU, but been selling CSPs on SNDK, WDC, and STX
Im happy to see half of yall turning more bearish on MU. This signals the algos that its almost time for the next leg to 500.
VWAP is tricky to use. MU just hit the VWAP when you look at the year-long time frame. Looks like it bounced the last 2 times that happened. BUT if you use a longer time frame, like 2 years, we are WAY above VWAP.
Feeling cute. Going to short SNDK and MU this week 😦🤌
Tell me you don’t know how share float and market mechanics work without telling me lmao, Sandisk only has like 157 million shares in circulation while MU has 1 billion shares in circulation. Therefore sandisk runs more and has more volatility
MU setup looks good, definitely a play into earnings https://www.gptplots.com/?ticker=MU&country=us
the 2350% number is for DDR4 which isnt even what nvidia uses in datacenter GPUs. rubin runs on HBM4, completely different market with different suppliers and pricing dynamics. MU is still interesting but specifically because of their HBM3E ramp, not because DDR4 is expensive. i own about $4k in MU around $94 avg. the bull case is real but its specifically an HBM capacity story, not a generic 'memory prices go up' story. SK hynix has like 50%+ HBM market share so if youre playing this angle theyre probaly the cleaner bet, MU is still catching up on yields
Good thing MU was down last week. Did you get any?
On the same day, March 23rd, MU, LRCX, AMAT, and GEV are being added to the S&P 100.
I like MU but personally I am in risk off mode. The war in Gaza lasted 2+ years and is still going. This is a country that is one of the poorest on earth. The war in Ukraine 4+ years. Iran has a much stronger military. The war will not have a quick resolution. Cost of oil will skyrocket. The global economy will be impacted. Risk off for me
Both can be true…demand for now is insatiable. MU is a buy right now.
I mean I’m just stuck holding MU at a 393 average until next Thursday I guess, fuck me if they drop tho…
Agreed 100%, these companies are still undervalued if anything considering their forward guidance, unless you think AI is genuinely a scam and will collapse then there is no reason to believe demand for memory does anything but increase - especially over the next 2-3 years. SNDK in particular, although it has grown a lot - their float is tiny, and their market cap still very conservative. I think SNDK, MU, WDC, AAOI, COHR & LITE are some of the best high growth plays in the market for the next few years, and if put NBIS as my top data center pick as well.
MU's contracts are 3-4 years out. By the time those orders are filled humanoid robots are going to be in mass production. How much memory does that require? Both on the training side and the edge compute, the demands are magnitudes larger than LLM's. The TAM for humanoid robots is AT LEAST equal to the TAM of human labor...ie 8 billion humanoids. Fuck it, I need more semis.
Captain obvious after MU had a 500% run-up lmao
Returns look good until you look at Aschenbrenner's AI fund (not publicly traded/invastable). Zero holdings for the supply chain behind AI. Looks like they have completely missed out on the returns on that. Eg, Nvidia, MU, SK Hynix
I’ve been up to the tits with $MU calls since it was $150. Wake the fuck up. Where have you been?
Im a fan of MU. I don’t see how their earnings isn’t a smash in every sense, with higher guidance than expected.
NVDA floats around $180 since like August, MU seems to follow chip manufacturer sentiment patterns to some extent, China has huge expansion plans, Hynix, Samsung seem to have more focus on high demand HBM. I don't see an insane growth opportunity, +20-30% with a perfect earnings report, but if they have sold all of their modules, it'll take a year to arrive with good news. And a year in the current AI timeline feels like an eternity.
Mmm idk I’m starting a position in MU, 12% per day that it keeps dropping. Mem constraints aren’t going anywhere, this is just volatility and profit taking
What does this mean for MU, LRCX and AMAT. I have seen addition to S&P 500 causing a jump in stock price, but not sure about S&P 100
Your on the right track. I bought 2 MU calls back in April. Sold 1 bought the other and wish I had bought both like I did with my 2 Sndk calls. Everyone against your thesis knows nothing of the space. SNDK and hynix will be coming out with Hfm this year which will compete but also expand memory. These 2 companies are collaborating on the creation of hfm. This will not slow Mu's revenue for several years but will be great for them. Samsung is ramping up Hbm production to compete more with Mu. Micron just sold it's entire stake in Sndk for a shit ton of money. How brilliant are they right now?? These proceeds will now finance them to ramp up production to supply the ai data center build out without incurring any debt. I expect the earnings call to detail the new facilities that will be built or have been bought like the one they just opened in India. They will guide way higher because of this new production. The split of Mu and Sndk also had a huge effect on both stocks. Sndk was way undervalued until their first earnings came out. MU was kept down because the spin off was looked at as a negative. MU cash postion isn't priced into the stock but will be this earnings. They got over 3 billion in cash from the sale and already had a large cash position. I think the future guidance will be big. Also, noone is factoring in investment firms liquidating Mu and Sndk because bitcoin has fell to such low levels. Plus the war and overall economy is forcing some to sell. All is causing these stocks to drop lower. I've had many asking me how I knew to buy them early. My answer is I bought anything ai data centers desperately needed and won at my picks.