MU
Micron Technology, Inc.
stock NASDAQ

MU

Maybe I should split up my 4x8gb ram kit on my broadwell-e rig and sell half to buy MU puts

I just sold ask my msft and Apple shares. For half of it I just bought MU. So far great.

12 weeks ago I bought a PC, 9950X3D was ~$1000 AUD and 64GB DDR5 was $560.
9 Weeks ago the same RAM was $1500. (today same store has it for $2119)
I had been considering adding more AMD. the day i was considering buying more AMD, Micron and AMD were both @220.
Very happy I bought the MU instead. Still happy to ride my existing AMD holdings of course.

MU, STX, and SNDK have been all the rage the last few months. Where have you been?

I will still go up as long as MU is going up. Hopefully Tuesday is a bit red for me to buy calls on both

Because I put my money on MU

MU and meta

MU is my move

The same way everyone missed on STX and WDC as well...I saw one DD for MU and I never jumped in... very painful

I took profit on $MU so for me this is great news if we selloff here.

I sold AMD and bought MU two weeks ago. Definitely a solid high growth potential stock.

People lose a ton of money trying to time long term reversals. Screw that! If I’m gonna lose a ton of money being wrong I wanna lose in a big rush of endorphins trying to catch the tail end of a bullrun like MU SANDISK or ASTS, die off sadly and going out in the night quietly losing bad holding meta nflx tesla or apple

Of MU can drop a little I’m going all fkn in! All in the farm!

on the other way round, if tesla at MU fpe, it should be $18.4

No one cares now. Just calls. MU to the moon

Yes indeed . One year return on MU has been 244% compared to EWY of 102.78% .

Nope, I’m still sticking with my MU and SHLD, I’m not selling and switching

Should I sell $15k worth of UNH and put it in MU?

Some pretty solid holdings here: I like GOOG, MU, MELI, FIX (though I would also look into EME for a lower beta but lower growth AI infrastructure play with a with more reasonable valuation—I own both), UNH, MA, WM, and RACE. Love MELI as a non-US GARP holding.
Could reduce volatility/drawdown and be better hedged for stagflation lite/“muddled middle,” “lost decade,” recession, or geopolitical risk by adding allocations to GLD, XOM (or other oil company), LMT (or other defense of choice). Adding to your lower beta dividend payers like UNH and WM would also help here.
Mostly large caps here, could add AVUV (small cap ETF that screens for profitability). We’re currently already seeing a strong rotation from mag 7/mega caps into small-mid caps due to large-mega caps being at historically very high valuations. AVUV should have alpha over Russell 2000/IWM due to getting rid of the unprofitable junk.
Other ideas I like for creating more of an “all weather” port is to add some ballast that actually benefits from inflation like insurance companies in the current “hard market.” Names I like here are KNSL and PGR due to their tech utilization that allows them to achieve much better combined ratios than peers.
I also like the idea of adding some “anti-fragile” options that do well in good economies but actually do even better during inflations as well like TJX (consumers trade down to cheaper ways to get their name brands in a recession/uncertain economy), ORLY (bad economy—> keep cars longer —> more repairs), CASY (ppl still need gas, sells staple goods, also trading down to buying their pizza instead of going out to restaurants. It’s surprisingly like the 5th biggest pizza chain in the US even though it’s a rural gas station/convenience store basically)