MU
Micron Technology, Inc.
stock NASDAQ

About to look into this. Could be ready for a run like the memory stocks, MU and SNDK

#I thought there was a massive memory shortage. Yet MU died. LMAO🤌

When SNDK dips, MU dips more
When SNDK rips, MU rips less
Pretty much the last month or so

Imagine being the bloke selling MU for $401 today

Calls near $680 and puts at $690
But tbh it's not worth the risks imo, just play other things. MU has very nice predictable patterns

especially nvda.. it will be anotehr MU soon

Boss just mentioned SNDK and MU and how a million dollar server is delayed by a year. Calls!

LOL all the downvotes as NVDA tanks after great earnings...its hard for some people to handle the truth even when it's presented clearly in front of them! Ultimately the proof is in the pudding...and the numbers - almost half a year of flat stock price and HUGE lost opportunity as MU, TSM, others have huge gains. Keep doing what you're doing downvoters, your losses are my gains!

What data are you using to develop your statistics? No doubt I’ve been fortunate. My stocks were MU, STX, AMD, NVDA and CLS. My individual stocks have outperformed my index funds.
I use Seeking Alpha’s research when buying stocks or ETF’s.

I was like that in 2023-2024, then rotated to NVDA in 2025 and stemmed the bleeding.
Then somewhen later last year I began to get amd again and my cost price is 230 (I didn't count all the cc I got to lowe my cost). Something I learnt along the way is to not put all my eggs in one stock.
Amd still my biggest holdings by far but I also have considerable NVDA and some MU puts I sold. I already accepted amd gonna be dead money for half a year. But at least I can take comfort in the others
Reason I'm not selling more amd now is well, I'm sick of trying to time it. Maybe some random news will pop up who knows (unlikely as it is).

Short NVDA and MU

Saas dip buying propaganda failed lol back to MU

I mean if you’re that sure it’ll go down, sounds like you should short or buy a put right?
Another option is to sell a cc, not without risk but you can get large premiums with an expiration date that lets you get the reduced tax rate.
The middle ground is to sell some of the position and diversify. But to say sell everything without a plan is wild too. He should consider diversifying, selling everything is just as dumb as holding everything. I say that as a person who’s also made a chunk on MU and plan to hold until there are signs of RAM supply catching up.

Got into $MU back in September 2025. Now I've added $CV (CapsoVision), much smaller firm ($250M market cap) but it seems they will very soon receive FDA approval in a few days and start commercialization.

Nvidia is entering a "digestion" phase.
Growth investors rotate out, while value investors will eventually rotate in.
1. Moderating Growth & Physical Bottlenecks
NVIDIA's revenue growth has peaked (down from 200%+ to a still-strong but lower double-digit rate). This isn't a failure; it’s the Law of Large Numbers. Hardware faces structural limits—capital, credit, and physical infrastructure (power/cooling)—that software doesn't. We are moving from a frantic "land grab" to a measured build-out phase.
2. Strategic Capital Allocation vs. Buybacks
Leadership is prioritizing ecosystem equity investments over massive share repurchases. While buybacks at a 1% yield offer minimal impact, equity stakes allow NVIDIA to participate in the upside of the AI companies they supply.
• The Pro: Long-term value creation by strengthening the AI stack.
• The Con: These gains aren't "visible" on the balance sheet like share count reductions, leading to short-term market apathy.
3. The Base-Shift (Rotation to $MU/RAM)
As NVIDIA's top-line growth "normalizes," investors are rotating into "lower-base" ecosystem plays like Micron ($MU) and RAM suppliers that still have massive catch-up potential. NVIDIA is currently in "limbo"—too expensive for traditional value investors and too "digested" for pure momentum chasers.
Projections & Valuation
Earnings growth will eventually force a re-rating as tough comps turn into easy comps by 2027.
• Current Fair Value: $200
• EOY Price Target: $225–$250
• 2028 Math: Projected $270B EBITDA.
• Bear (18x): ~$200/share
• Base (22.5x): ~$250/share
• Bull (27x): ~$300/share

MU is ass

Because man. I’ve been riding AMD since 2021. I poured my MU and NVDA holdings in. Really believed in the thesis but it turns out all my other ones were stronger. Especially bummed because MU is important to me - I’m from Boise.
At what point does AMDs inability to create healthy price action become a liability?

Sålde i princip vartenda vinnande trade alldeles för tidigt, men man ska inte gråta över spilld mjölk.
Huvudidén idag var en mean reversion short på EWY som speglar koreanska indexen, som även är väldigt correlated med Memory-aktierna som t.ex. SNKD/MU, därav Put kontrakten på MU som jag sålde för tidigt.
Resten var bara scalps

If demand slows we're gonna have bigger issues than the chart of $MU

I bought MU and TTMI this morning. Pure plays.