MU
Micron Technology, Inc.
stock NASDAQ

MU completely erased today’s meager gains and the. Some

MU bro’s there goes your dip. Scoop it up.

Now why you drill MU? 🐄

This will be the end of this industry being considered cyclical. I believe demand will sustain and if MU continues to execute, it will continue to rise

Color me impressed.. they managed to push $MU negative overnight... We might actually have a red Friday.

MU lets go to 430 today🥺

He just entered the position during the recent dip.  He's holding through MU earnings. I have 10% of my portfolio in MUU, and 5% in SNXX.  Beta decay is real, but so are the benefits of leverage 

The report will probably be one of the most studied releases of this year.
Everyone and their mother will be looking for a reason to pop this bubble, and I’m 99% sure they’ll find one.
Also fuck MU and Nvidia for cutting off the regular consumer. Won’t even bother mentioning AMD because nobody buys that trash anyways.

This is great! I think you may have given me some advice on a post a month or so ago. Was SLV also one of your positions? If so I’m curious how you’ve handled that with all the volatility recently.
I love the simplicity of your system. Buy things going up. Also coming around to realizing ETF are likely better than stocks. It’s just so much work to research and pick stocks and so many company specific risk factors you can’t predict. For a non professional it’s overwhelming to analyze and pick good individual stocks. Even a blue chip mag 7 company may do great one year and be flat or go slightly down another year. ETFs will smooth so much of that out, e.g. if I want to be in semis/chips buy SOXX rather than MU.
With company stocks sometimes I’d be attracted to a beaten down ticker that’s well below its prior highs but still seems solid long term, that way higher possible upside vs buying the hottest name that’s at ATH. An example of beaten down but still blue chip is NFLX. I’m starting to think that could be quite risky though. The market has seemed more spastic and unpredictable than usual recently, a lot of fear uncertainty and volatility.

Interesting takes here. Nvidia will definitely stay dominate for another three quarters but for them to keep 90% plus market share of DC and maintain their growth seems very difficult with inference becoming increasingly more important. You can never count Jensen out! Training is far from over. LLM's can be and will be endless and more proprietary. Particularly in research, health care, defense, and the sciences. Wikipedia is being built in LLM's Think superconductors!!
AMD has just begun their transformation ride. About 4 to 5 months away. I see a ton more promise with AMD. AMD is sitting very goid position with cash on hand debt levels as well. However, so much depends on how quickly they can get MI400 Helios rack systems up and running. Days are crucial.
Reason why they wisely did a complete rack system. Need GPU abilities along with software system, power system, and with little known training this made huge sense. If Hellios rack system is successful it will be gangbusters. MI 450 and 500 will quickly follow. They could easily go from 380 B market cap to 1 trillion by 2nd or 3rd quarter 2027. Stock could easily double by end of 2026.
The demand for training will still be very, very strong in 2027. New LLM's being built with their open-source will pay huge dividends. Like Wikipedia being built.
Micron was my favorite stock and investment as of May 2025. I made the mistake of getting out right before it exploded. Lost patience. I won't make the mistake with AMD. AMD will explode in the same way. Short big bursts. Actually, AMD and Broadcom are looking like both are about to take off very soon. April, May. I've seen this movie before many times!
Right now the clear winners are showing up outside Nvidia, MU, ALAB, AVGO, AMD, ANET, SanDisk, VRT. Many more. I see Broadcom and AMD, VRT making the biggest stock gains this year in this space.

I've got published articles on Seeking Alpha from 2018-2019 when MU traded at $30-50 where I said the stock was worth ~$200. I stand by all the analysis I did then, and I've been proven right.
What I don't trust is the other people in the market. The market was VERY wrong about MU then, and there's no reason the market won't get it very wrong again in the future.

so you dont trust MU?

MU is 65% of my portfolio. It’s still trading cheap as FUCK (PEG < 1.0, forward p/e around 10x) too

I’m holding my RDDT 145c 6/18, MU 420c 3/20 calls cause what the fuck else am I supposed to do?

I half agree with you on this. I trade the SPY/QQQ regularly but also have large cap tech stocks like NVDA, MSFT, AMD, TSLA, MU, AMZN, & META.
When the SPY and QQQ are ranging, I can almost certainly turn to one of the above for some action.
The ranges on these stocks - some of them move $10 easily in a day - and there instances (like next week) when companies like NVDA shape and move the market with earnings.
True its less to focus on trading one of the most liquid ETFs, like I said, I trade them 0dte when there’s a play, but for me, I can’t simply over-look the above, especially when they are massive moves intra-day.

Nvidia currently has a moat like no other. Micron makes “functionally” the same product as Samsung and Sk Hynix. They are drag and drop replacements. Yes, MU could have better power efficiency via optimized manufacturing and design, but functionally the part is the same. Therefore it is treated as a commodity.
Micron will never reach nvidia levels because there is no moat. Samsung and SK are even larger than micron. However, because this is an oligopoly and there is little chance anyone else can enter the DRAM market there is a lot of value in Microns position in the industry. Pretty much, there’s enough demand for all 3 to eat well.

Idk, I feel like a lot is still toppy
Google, meta, MU.. they’re still a little too high to make me feel cozy

MU is the play.

Bought a 435P MU 1DTE at the perfect bottom, paper handed for $10 profit only to see it nearly triple...

MU wanted to be up 10% so bad. Too bad the market was weighing it down.