MU
Micron Technology, Inc.
stockNASDAQ

MU?

SOFI AVGO AMZN NBDA META MU GOOGL RKLB stand out to me

November the best month for MU

Hey guys, It has been a while since my last post! Last month, I ran a contest on my YouTube channel: 'Pick 7 stocks and win $2,500.' We ended up with 750 participants and a total of 5,250 stock picks. I broke down the results in a new video today, but I figured you would like to see where retail sentiment actually sits right now: |**Rank**|**Ticker**|**Points**| |:-|:-|:-| |1|SOFI|317| |2|APP|301| |3|AVGO|281| |4|AMZN|224| |5|UBER|222| |6|NVDA|202| |7|CELH|185| |8|META|172| |9|MU|153| |10|NFLX|146| |11|MELI|128| |12|GOOGL|116| |13|AMD|115| |14|NBIS|106| |15|RKLB|97| |16|NU|94| |17|NOW|87| |18|DUOL|82| |19|ADBE|79| |19|GRAB|79| Honestly, the community picks do not look terrible to me. * Do you think people are right this time? * Which one looks like the best value bet on the list? At this point, I really do not care about chasing views or subscriber counts. My channel is doing just fine, and I would honestly rather keep the real discussion right here. But if you are curious to see the breakdown with my italian accent, you can check out the video here: [I Asked 750 Investors for 7 Stocks (Here’s What they Picked)](https://youtu.be/eh61xUzx6mw) Peace ✌️

Every once in a while I pick a top comment or post from what seem like reddit trading experts and see what their recommended stocks have done in the last year or so. No ill will, I am not listing the user's handle, just pointing it out in the hopes that it helps someone. Below if from a top post from a top contributor 10 months ago. All % are YTD. Just sold: GOOGL (-10% YTD) Holding: AMD (+135%), ADBE (-28%) and AMZN (+4%) Currenty buying: PYPL (-2.35%), PINS (-25%), MELI (-20%), NU (-30%), BN (-14%) and betsson (-40%) May buy: UBER (-20%), META (-6%), MU (+227%), MRVL (131%), TSM (33%), FOUR (-36%) and DLO (-10%)

Yeah, I've been tracking increasing bearish indicators all the way back from honestly July (this is when I made portfolio adjustments toward a defensive posture). But a lot of those would end up getting negated. But yeah, it's really hard to ignore how about every major index has put in a topping pattern. You have a number of the last remaining stocks that were holding things up starting to do the same. PLTR for instance has an insane shooting star on the monthly. And that huge bearish engulfer on the Nasdaq is looming pretty large over the entire tech sector now. The only thing salvaging things on Friday was a bit of a late day rally over our good ol' friend: meaningless peace deal rumors. Memory has been one of the sectors that really put me on alert. It has just been in continuous collapse since June. Even as MU and SNDK tried to push back into bullish territory, STX and WDC had already completed topping patterns. MU is trying to hang on for dear life because it has some insulation because of their HBM, but SNDK collapses into a downtrend channel. Another good guidepost for me has been the KORU chart. It has the most glorious topping pattern you'll ever see and was one of the first indicators to me something was changing. So as I break out everything related to the AI trade and try to divide it into strengths and weaknesses and what has a meaningful chance at pushing us higher... there ain't much. At least from a leadership position. MSFT's chart is the only hyperscaler that is not brutal, and even that could have potentially just put in a triple top. The lesser chip trade is cracking as stuff is getting repriced from that Intel report indicating the home PC business is dead atm. AMD might just add fuel to that fire this week. That really leaves like... does this market want to just all in Nvidia for one last push up? But Nvidia just completed its own topping pattern last week... So I'm struggling to see at this point any rally as anything other than countertrend until proven solidly otherwise.

Literally bought MU during the march crash and sold with just 1k loss. it could have been 100K without leverage fuuuuuc

I believe some of the holdings in MGV are significantly overvalued, especially considering that its largest current holding is MU.

I've been going through the weekly charts of several major AI-related stocks, and I'm noticing something interesting. **Micron (MU), SK Hynix, Samsung, Nanya, ADATA, Palantir (PLTR) and Alphabet (GOOGL)** are showing similar warning signs. Across these charts, I'm seeing: * Weekly bearish TDI divergences * Potential double tops and topping structures * Weakening bullish momentum * Multiple assets starting to roll over What really caught my attention is that these signals are appearing across different parts of the AI ecosystem, especially memory manufacturers and major AI-related tech companies. **To me, this looks like potential sector-wide topping behavior rather than isolated weakness in individual stocks.** My bias is strongly bearish. I'm beginning to suspect that the market might already be pricing in the peak of the AI boom. Of course, divergences alone don't confirm a reversal. I'll be watching for further breakdowns in market structure. Could we be witnessing the beginning of a much larger correction in AI-related equities? **I've published my full technical analysis on TradingView, with Micron as the main chart:** [https://www.tradingview.com/chart/MU/f3klr8nJ-Is-the-AI-Bubble-Starting-to-Pop/](https://www.tradingview.com/chart/MU/f3klr8nJ-Is-the-AI-Bubble-Starting-to-Pop/) Curious whether others are seeing the same thing on the weekly charts. You heard it here first! 📉

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 MU 1000 7d

Last 93 years, always after midterm, market spikes \~ 18–20% in the next 6 months. When there is a war, even after midterm markets gave higher returns in 6 months. Heading buybacks & $NVDA earnings time. $SPX $NDX $QQQ $MU $PG $FDX $STX $AMD $LITE $MRVL $TSM $ASML & banks $JPM $GS $MS $C $WFC $BAC & $NKE $PG $MO $FDX $CLX time to load all for next 6 months ride Here is 1974-2022, you can check 1930 to 1974 https://preview.redd.it/8jkj2wmsk0zh1.png?width=970&format=png&auto=webp&s=0f1130b5e292c7ae151822ba90cb3264c5f50622

!banbet MU $1000 7d

**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%

!Banbet MU 1100 30d

| 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

MU Turns to ath before Christmas

90% of the time a stranger on the internet tells you something is is 50% accurate. That’s what I always tell people… and sadly it is becoming more and more true. Now with AI, it is becoming so easy to just BS and lie and sound smart without having any idea what you are talking about. Since everyone seems to be in this race to be the fake most impressive or important person in the room, I decided to try to run a different race. One that lets other people do the hard work for me. Shameless Cloning (this is my thanks to Mr. Pabrai. I just submitted to the idea that I’m just not the smartest investor. I’m just not the best in the world… and once you accept that, you can let others just do the research for you (I promise it is better this way). I currently hold about 25 positions… all of them have been copied from 13f filings, form 4s, and the stock act PTR (politician trades). I currently hold the following MSFT AAPL HD META MU UNH T SPCX BRK.B NVDA APH STX SNDK ALAB AMZN TXG MRVL NBIS DNTH CRDO RLAY ABVX TSM VSH RVMD A majority of these were bought at different times between February and September and right now the current holdings average a 4.3% return… I know that sounds awful (the ai selloff has hurt), but this strategy has been working. I have sold a lot to date and currently have a 15.5% return YTD vs the SPY at 11% My most recent purchase has been APH - bought on September 10 because I watched a large group of politicians buy the stock in a relatively short period of time. I am down 2.5% on the position and it only makes up like 1.5-3% of my portfolio anyway, but I wanted to share this because sometimes we need to just remember we don’t have to do it all ourselves. Btw, my largest current holdings are MSFT, AAPL, HD and MU all of which are a collective unweighted average of 9% gains right now. I am happy to explain the picks in more detail if people like, or go more into my previous trades from this year! But I promise it is literally just using free data — let me emphasize FREE!! DO NOT PAY FOR INSIDER TRADING info — these people are so full of crap! Insider trade copying has been provably worse than th spy even when accounting for the “open market purchases only.” I have done the math and that comes out to be 10.4% a year since 2015 with a 55% win rate and the spy over the same period did 12% a year. Last thing then I’ll shut up… my best trades this year have been selling out of purchases from last year. From 13Fs I sold LITE (300%) CIEN (173%) and ECHO (103%) and from insiders and politicians I sold AVGO (136%) GOOG (118%) and AMAT (102%) Almost all of these were purchased in mid to late 2025 and sold in mid 2026. I’ll keep updating for everyone!

My recommendations to ppl then were MU at 67, Vrt at 55, Tsm at 164, Lrcx at 48, there were others but those did very well. So to me it may still go to 2k, but having been a believer very early I just can't seem to add at these prices.

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