MU
Micron Technology, Inc.
stock NASDAQ

MU and SNDK 👀
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> **Rampant AI Demand for Memory is Fueling a Growing Chip Crisis**
>
> (Bloomberg) –– A growing procession of tech industry leaders including Elon Musk and Tim Cook are warning about a global crisis in the making: A shortage of memory chips is beginning to hammer profits, derail corporate plans and inflate price tags on everything from laptops and smartphones to automobiles and data centers — and the crunch is only going to get worse.

Calls on MU, WDC, STX, SNDK and puts on the rest ?
Would be a good one that the AI bubble pop because they forgot about memory bottleneck 🤦

Damn RenTech doubled their MU holdings according to their latest 13F. Added 520 mil worth of the stock 🚀

I believe TSM is a slightly better deal than alphabet right now. But the difference is small. I believe there're even better deals in AMD, NVDA, MRVL, AVGO and MU currently.

im gonna play with fire this week and buy puts on MU

That's some funny shit. Buying MU for the dividend. That's like buying PFE for growth.

MU 🐻 in shambles after seeing the Bloomberg article on memory that came out this weekend. Lol, we going up 10% on Tuesday

But SNDK of MU on a dip, if you swing in and out at the right levels by March end 😎

MU n chill

Making $500 monthly is easy you can do it in 2 steps. Deposit nearly 4 m into your brokerage and buy MU for the dividend! Simple really!

So they revise the numbers by a million and suddenly everything is cooked for Tuesday?
You’re telling me my MU and SNDK shares gonna just tank on the fact that AI has probably taken more jobs than people realize?

Thank God I don't have a wife/gf/kids
My dog is in the emergency room from aspiration and it's a huge medical bill. Thankfully he's improving and I'm invested in MU/SNDK
https://preview.redd.it/c1f8l6f2erjg1.jpeg?width=4000&format=pjpg&auto=webp&s=39332d0ecfa2bb37efc5852089b9febbdae4e273

On the contrary, I discovered and doubled down on MU, GEV and STX via ChatGPT, and all 3 tickers have done wonders for me. You gotta put in a good prompt & get a paid version!

1. You don't state what age "early retirement" will be for you. For me, it makes it hard to answer/give advice as I honestly think there are different things to look at in different age groups.
2. If you are looking into ER, aside from small "play money", I wouldn't be into those that have the NAV erosion at the expense of the dividends (full disclosure...I am in ER and I have played with them and decided they should only really be touched when you have real income to replace things/when it is a small % of "play money".
3. For what I did, I started about 4-5 years before planned ER, but while spouse was still working, to start moving some items that I was overweight in to better div paying stocks. Some I took a hit on but those have largely rebounded over the last couple of years, and the high divs have more than made up for it (10-15% divs). Now that both of us are retired, I have us at anywhere from 70%-120% of our yearly expenses coming in as divs/fund disbursements. The fluctuation is because of the disbursements not being the same every year. So, without them, 70%. With them \~120%.
4. I would still, if your amount is large enough, carve out a piece to have in growth stocks. I recently bought a few hundred shares of MU, GOOGL, and some others, to go along with existing NVDA, MSFT, etc.

How we feel about MU? Earnings are coming up thursday

It's not just about who can operate the fastest and at the lowest cost. It's also about who controls the moat on components the entire supply chain relies on. **$NVDA,** **$ASML,** **$MU, $TSM** all control critical components that the entire AI stack uses.

Personally I own SMH for broad based exposure, got in last April during the tariffs concerns.
I built a dashboard (**semiflow.io**) tracking 18 core semiconductor companies with metrics gathered from 10-K filings. I wanted to see where the real supply and demand is through monitoring revenue, margins, and inventory levels (to see who is actually being efficient vs. who is building up a glut).

What I like about STX is they specialize in large scale storage. But I do think growth will be slowed and most of us are late to the party. I moved into energy, photonics and precious metals excluding gold and silver.
I have MU, STX and SNDK.

https://www.bloomberg.com/news/articles/2026-02-15/rampant-ai-demand-for-memory-is-fueling-a-growing-chip-crisis
Obviously especially good for MU and the other memory makers, including the two South Korean giants in EWY, as well as the "equipment makers" (AMAT, LRCX, KLAC and ASML).

I'd trim IREN and add to [$MU](https://aimytrade.io/r/MU?utm_source=reddit&utm_medium=comment&utm_campaign=StocksAndTrading&utm_term=MU&utm_content=variant_1771196244037_1cgyaf) while data center demand is accelerating, not after the run.

I bought FIG, ORCL, HOOD and RDDT near october.
Sorry for MU bols but I thought it went up too much so I’m single handedly stopping the rally by buying.