MU
Micron Technology, Inc.
stock NASDAQ

Coreweave, if they can pull off their debt fueled expansion will be a beast.  
NBIS, NVDA, LRCX, MU, GEV, MSFT

MU went down a little because they didn’t secure a spot in NVDA’s recent announcement regarding chips. But it’s fine, since MU still has partners like Apple

Any future plays? Or current plays rn? I personally have MU calls

IREN, AMD , MU, SKYT, CRWV, META, APLD
I got more smaller positions, some that will turn out to be big winners. But these are my main holdings.

Does anyone know if the semianalysis article on MU being excludes from rubin is credible?

MU, got in heavy on the drop.
The memory shortage is 5 years atleast to catch up

i dont like it, if SNDK tanks, MU tanks and google probably moves down 5%.  
You got too much one sided exposure

48% SNDK 40% MU 12% GOOGL, tell me this isn’t the most regarded

High five! Im holding TSMC, MU and GEV. But Im leaning towards nuclear, so I have CCJ and KZAP.

I cannot decided MU Nvidea or AVGO ?

One hot take I have is that I don't think this memory boom will sustain for as long as people are assuming. I don't think the approach NVDA/AMD/chip designers will take is to continuously stuff as much HBM in each generation as possible; there are other means to address this issue. So while I think the current run-up of MU, SNDK, WD, etc is justified, I think the assumption that they'll continue this trajectory for 2-3 years is a bit hyperbolic. It's also a shame we can't directly invest in Samsung and Hynix in the US as they are really killing it.
I have a lot of conviction in AMD and Broadcom. The smartest, most driven, "god-like clout" engineer I've worked with went to TSMC. NVDA is good too but a given. A small part of my investment decisions considers the types of people these companies recruit or how desirable it is to get a job there. Conversely, the most incompetent people I've ever worked with ended up at Intel. Just personal experience. Also don't have too much insight on ai related companies outside of chip design/fab. But seems like NBIS, ANET, VRT, etc have a lot of upside.

Goog was a disappointment, but can't be mad at MU beating the indexes today.

Said it last year, but it’s still Micron. Based on current fundamentals a 12x FWD PE for this category of stock is insanely cheap. Being more speculative, it’s super likely they beat their EPS next quarter of $8.08 by $2-4 with another huge guidance raise. People do not realize how bad the memory shortage is. While [this](https://pcpartpicker.com/trends/price/memory/) is consumer pricing, you can see that memory has skyrocketed even in the last month. SanDisk’s jaw dropping guidance also support this.
The big question is if memory is still cyclical? The answer is nobody knows for sure, but what is certain is the next 18 months MU is sold out at an unprecedented level.

I called MU and LRCX as this year’s winners. I’m sticking with them. I called VRT for the last two years and they’ve gone up tremendously. I have a 99% chance of being wrong like everyone else though, but when you talk about growth stocks that bring in real revenues and have a strong outlook, these fit the narrative.

2nd MU

MU is a great bet, on high bandwidth memory (HBM).  SanDisk, WDC, and others make solid state drives (SSD) and are the companies I would avoid for reasons stated.

MU is the top gate right now to buildout data centers. If you’re not at least saying MU, then you’re not really aware of what’s going on. The margins are insane and only going up.

!banbet MU 700 50d

Amazon, MongoDB, APP, AVGO, MU

!banbet MU 420 7d