MU
Micron Technology, Inc.
stock NASDAQ

Micron (MU)

At the Nvidia CES, NAND was mentioned so Sandisk and MU. And your DD is on point. Theres HDD shortage so Samsung, Seagate, WDC on my radar . You?

[https://stockanalysis.com/stocks/compare/lrcx-vs-nvda-vs-mu-vs-tsm-vs-tsem-vs-asml-vs-intc-vs-amat-vs-amd/](https://stockanalysis.com/stocks/compare/lrcx-vs-nvda-vs-mu-vs-tsm-vs-tsem-vs-asml-vs-intc-vs-amat-vs-amd/)
3Y shows NVDA holding the lead for now, but not by much. 1Y view shows LRCX and MU in the lead. 6M view shows NVDA in dead last place (for this comparison).

Meta, ASML and IBM only green on my watchlist. MU fighting to stay above.

if MU is red, you know shits fucked

You think MU pops tonight after WD/SNK earnings??

Be MU when others are fearful LMAO 🤌

Because I own it. Hopefully this will equivalent to AMD and MU at $200 lol

MU just passed ORCL and MA in market cap 📈

MU

MU to expensive

Gahvynn, you are right the cyclical nature of this industry has been a huge issue. If I pull out the old phrase of "this time is different", it feels totally foolish, but what if it is? Or at least how long will it last. The answer is pretty much how long will AI be the leading theme in tech, 12 months or 3 years? When will HBM become a commodity product or will the GPU improvements continue to drive increased demand for HBM improvements and can the companies, any company keep up? What will be the future of HMB in Quantum computing? Also, consider that the tariffs that you noted will keep the manufacturing giant China at arm's length for some period of time, maybe limiting the commoditization potential. I do see the big competitors like Samsung and SK Hynix (based in South Korea by the way, not Taiwan) are now joining the fray Then MU is building more capacity both in the US and abroad but that is 3 years out. My point is to consider that the runway to commodity HBM may be longer than it has been in the past.
Next, we might ask ourselves if HBM is enough more complex of a product that it is not as easily reproduced and MU has the best product in the category according to some. Can they keep that lead? I do not know at all, but just want to be sure that I personally give them enough runway to not cut them short. The other thought is to consider that we should see a gentle slide in margins as the trend begins to decline, not a sudden declaration of memory supplies becoming saturated as has been the past situation that caused the markets to crash in the memory space.

Your post certainly hasn't aged well lol!
One of the absolute worst money losers for the last 5 MONTHS is NVDA...since then INTL, MU, TSMC...any tech fund has blown it away. NVDA owners since August last year have lost a ton of money hanging their hat on a single product (GPU) company that has peaked. It's now clear small and medium models will run on custom hyperscaler silicon so the NVDA share is limited to LLM's only. And investors now want to see ROI - which will optimistically take a couple of years given that datacenters to house these GPUs are just beginning construction now. As I mentioned months ago why are you buying or holding a stock at it's peak and completely missing out on huge gains in the same segment?!?! I guess that's why there's no more "Hey Mom Look I Made It" posts on any NVDA forums!

I'd rather continue to own where companies are spending than the companies doing the spending. People keep habitually/default buying Mag 7 while things like memory, optics and other things have mooned. Another $6B from Meta the other day to Corning for fiber optic, for example. That's what's done better/best over the last 2-3 years
(NVDA up 1374%, even boring contractor FIX up 2,000%; memory stuff like MU/SNDK have absolutely mooned, even a toilet company in Japan up 20% this year because they happen to make an important element of semi manfuacturing) and so far this year that has absolutely continued. KLAC, LRCX, AMAT, etc etc etc....
Is META fine? Sure. But are there a lot of things - some of which are relatively boring - out there that have done better in recent years? Yeah. Even something like COST has outperformed META, MSFT, AAPL and AMZN over the last 5 years. EAT is up there - if the parent company of Chili's is outperforming a tech stock, maybe it's just me but that's... not thrilling and worthy imo of re-assessment rather than just continuing to endlessly DCA.
You'd have done meaningfully better over the last 5 years in WMT than in AMZN, AAPL or MSFT and yet people keep pressing the same bets on here. In any case, where large companies have been spending has continued to be a better bet than a number of the large companies themselves.
Does that flip eventually and the large companies do better? Perhaps but 2-3 years of MSFT underperforming WMT of all things is some absolute opportunity cost in the meantime.

I bought WDC at 32 last April and sold at 160 for MU. I’m all in on MU.

i told my
wife to buy MU at the end of last summer.
she was a little upset that it dipped right after she bought but is say thats been going pretty well

The bounce off the low $200s was the gains.
It’s just how AMD trades and it fools so many people: fly up 10% or more in a shot time frame outpacing peers, struggle relative to peers for weeks or months. Then fly up again and repeat.
This is the year of MU. I think it’s dumb, MU is a commodity stock that goes through cycles of high demand and low supply then violently switches to lower demand and over supply. This time there’s also tariffs on about 2/3 of the memory supply so they have an artificial barrier protecting them that could come down anytime. I made gains on MU calls, going to take half those gain and start buying MU puts 6 months out when it breaks $450 or $500.

I regret selling MU for 100% profit.

HSBC projecting MU profits of $12b, or $10.60 eps for MU for Q2. 4 quarters of that times 13 for forward 20 for trailing, is $551 to $848. Hoping MU is $551 by April.

Sandisk and MU. hellooooooo
https://preview.redd.it/2xhtg0mr8agg1.jpeg?width=712&format=pjpg&auto=webp&s=7df5e054857f52c213ebcfb22499a1bddc572886