MU
Micron Technology, Inc.
stock NASDAQ

I love all my stocks. Just concerned about MU - bought 1 share yesterday.

Bulls have won.
Calls at open, hopefully my MU 335c prints

MU

it will be fine longterm as memory demand only gonna go up. But the memory product itself is indifferent from each of them SK vs Samsung vs MU. Everyone is on the same tech unlike TSMC vs Intel.

In the late 90s I had a coworker that was really into the stock market. I told him a monkey could do better and put the Wall Street journal on the wall and threw a dart
The dart landed on MU, not a great stock but it did well that year and I got a nice steak dinner.

If you already hold IONQ, I’d split it into buckets: big incumbents with real quantum budgets like GOOGL, IBM, MSFT and AMZN, plus “pick-and-shovel” semi names like ASML, TSM, MU and LRCX that benefit if compute keeps scaling regardless. Pure plays like IONQ, RGTI and QBTS can work, but size them like venture bets because timelines and dilution are real.

SMCI was assigned weeks ago and I’m on covered calls now, SNOW was BTC for profit just need to manage MU today roll to next week.
[OTM vs ITM WEEK ENDING JAN 9th](https://imgur.com/a/TChSkY7)

LOL, MU will have a massive green candle tomor.

MU, forward PE is around 10 only which is ridiculous

It dipped today - jump in!!
But for real, I'm really high on MU so if you are going to hold for awhile (as opposed to swing trading) then get it now and ride it up. If you keep waiting, you are just making it more expensive down the road (IMO).

Most undervalued? Maybe AMZN or MU. Both for different reasons.
- Anticipating the dork saying AMZN is not value with its current PE who only looks at PEs for valuation

MU 0DTE calls will be the 3x I need tomorrow

I am looking to add to Dell today. Company CFO reaffirmed guidance at CES. 9% topline growth, 15% EPS growth, 100% NI to FCF and 80% FCF return to shareholder, pretty reasonable at 11x Fwd PE. I reckon the intrinsic is easily \~175 area and good margin of safety even with growth come in slower.
Downside would be 1) memory and other costs rising 2) Dell and Silverlake periodically sells 3) short term momentum is not great. But Dell management also mentioned they can manage supply chain better and pass 2/3 of the costs onwards, and I also own MU so it offsets to some extent.

MU?

Stock hasn't made money going on 4 months now....you could have killed it in MU, TSMC, others but you lost money! But keep drinking the Kool Aid, happy to sell you the Calls!

MU red

Yup, their PE is gonna nosedive just like MU and LITE.

MU Quant Model Alert: The V3 Swing Signal has triggered.

MU is going to rocket up to 400 and I’m too skeered to buy calls. Probably go with 90dte 380/390 bull call spreads cuz am pussy.

Relax. NVDA -2.15%, AMD -2.54%, AVGO -3.21%, INTC - 3.57%, MU - 3.69%. It's just a red day for semis.