MU
Micron Technology, Inc.
stock NASDAQ

You'd have made way more on Sandisk and MU

wait until you studs realize that HBM4 isn't plug and play. especially HBM4E. these are becoming highly customized with long term contracts because of tooling and r&d. MU and the big 3 will get a rerate on TTM very soon. 25x + pe ttm. do the math.

god damn that was SO infuriating to watch when every semi stock used to pop up, while MU was just chilling doing nothing in a corner

MU. Mu is the 12th letter of the Greek alphabet. 12 is the number of days in February we are at tomorrow. Tomorrow is the release of jobless claims forecasting around 225,000.
MU will go up by 225,000% tomorrow. It has been foretold

SMH has performed much better due to the NVDA boom, but I personally went with SOXX since having 20% NVDA sounds a bit mad as I think other companies like MU might start to take over.
Essentially i just think nvda has reached a "end game" of sorts and SOXX has more weight to smaller companies that might grow exponentially.
Time will tell how it goes.

Owning both MU and googl makes me cringe about the googl part of my potfolio 

Let me guess the people hating $MU are the ones that forgot to buy the dip right?

The MU momentum is crazy

The market is still pricing MU and SNDK like the memory cycle is going to end in 6 months.  It has bare minimum a year, and probably at least two to go.  Their forward PE's are ridiculous in that context.  There's very little that could cause memory prices to moderate for the next year at least. 

Why did these shoot up today?
I'm a believe in MU, and SNDK, so I understand the long term value, just wandering why it took the short term hit, and the sudden reversal.

I managed to lose money on MU.

MU 500 incoming.

I prefer soxx over soxq and smh, soxq is like smh with too much nvidia and avgo (too heavy) and not enough MU either of them. SOXX is also performing the best of recent so makes up the extra expense. Personally I got just MU and Sandisk recently on a good dip and I’m seeing the rewards in a big way. Mind you my main etf is ITOT with small positions of qqqm,ixus and schd.

My $MU calls have been saved

I think CIEN has the best moat, wouldn't be surprised seeing it go to 500-600 in the next 3 months, optical (CIEN, GLW, LITE) is the next memory (MU, SNDK, WDC)

MAG7 is trending down; only AAPL looks sweet for a short term, rest of them on a downward trajectory.
1. MU and STRL has strong uptrend.
2. LITE, BE, ASML, TSEM in buy zone.
3. GLD as a bet if things go bad.

I like MU. Im in it for the long hail

MU might ctch the wave if tariffs hit. idk how lng it’ll last tho lmao

$MU to $420+ tomorrow

That would put its market cap at $1.8T or so. I think MU at $1T by year end is reasonable as traders push that target from next year into the end of this year.