MU
Micron Technology, Inc.
stock NASDAQ

I wanted to get some more MU if it dipped below $415 but it's been wiggling around just above it.

MI450 ramp is ~6 months away now. And Lisa talked about multiple openAI like deals for mi450 back in October, more then 4 months ago now.
But she didn't give FY guidance, we didn't get any deals since then and we don't even have leaks / rumours (yeah ok we have that meta rumour since months because they co designed the rack. But that wasn't really a leak, they literally wrote it on the showcase rack lol).
Isn't it weird that we are not hearing anything? Like we regularly get leaks about MU, nvidia, avgo partnerships and deals stuff. Why aren't we hearing anything about mi450 when it's this great, there are super big deals being made for months already (according to Lisa), GPU demand and hyper scaler capex just keeps growing, nvidia is already sold out,...?
I want to believe but I also remember Lisa talking about high customer engagement for mi300, mi325,... and well that turned out to be super dissapointing considering the money being spend in this AI super cycle...

NBIS SNDK green, MU barely red. Wtf

Had my best day intraday trading yet thanks to those glorious intraday charts on MU & RKLB 🥳

What’s the stock of the day to have the quickest bounce back ? I like APP, SHOP, SMR, MU, ALAB, RDDT,
What’re we thinking for Kratos ER ? Had to rip ah right?

Yes, I see you doing SDNK & you have done a dew MU. Thanks for the heads up.

CAT has a P/E ratio higher than MU now lol

If u have the capital, MU calls cuz you know Jensen finna say memory on the call

It's crazy that that MU put is going for that much tbh

Just going to keep holding these MU 430c and hope it decides to follow in SNDKs path

I bought 2 SNDK 670C @55.91 when I saw I’m guessing your post on Friday and it’s up 42% todee. Also bought 2 MU 440Cs that are flat. Not going to talk about the 2 WDC 300Cs.

my undervalued spiked with growth TAM moat expansion and PEG cagrs: AMZN, AVGO, MRVL, AMD, MU, META

Feels bad picking MU over SNDK today

Why is $SNDK pumping but $WDC $MU dumping
REEEEEEEEEEE

STO 4/17 TXN $240c @$4.70 credit
STO 3/20 MU $250p @$1.15 credit
STO 3/20 RDDT $125p @$3.75 credit

My version of delta neutral:
- calls on SNDK, FN, LLY
- puts on INTU, ADBE, NOW
What the hell with MU tho...

MU stop being the ugly sister to SNDK.

$SNDK mooning
$MU eating my ass

why dont MU and SNDK go together 😭

MU is a garbage stock. This shit cannot go with Sandick