MU
Micron Technology, Inc.
stock NASDAQ

MU's contracts are 3-4 years out. By the time those orders are filled humanoid robots are going to be in mass production. How much memory does that require? Both on the training side and the edge compute, the demands are magnitudes larger than LLM's. The TAM for humanoid robots is AT LEAST equal to the TAM of human labor...ie 8 billion humanoids. Fuck it, I need more semis.

Captain obvious after MU had a 500% run-up lmao

Returns look good until you look at Aschenbrenner's AI fund (not publicly traded/invastable). Zero holdings for the supply chain behind AI. Looks like they have completely missed out on the returns on that. Eg, Nvidia, MU, SK Hynix

I’ve been up to the tits with $MU calls since it was $150. Wake the fuck up. Where have you been?

Im a fan of MU. I don’t see how their earnings isn’t a smash in every sense, with higher guidance than expected.

Everyone's hyping up NVDA, but looking at the supply chain, the actual bottleneck is shifting heavily to memory.
​Nvidia’s new Rubin chips need a massive 288GB of RAM each. That’s an 800% jump over a high-end PC, and way more than the older H100s. big tech is hoarding these chips, basically locking up the global memory supply. Spot prices for 16GB DDR4 are already up 2350% YoY to around $76.
​I'm sitting on the sidelines with no positions in NVDA or memory stocks right now, but I'm trying to figure out if guys like Micron ($MU) or SK Hynix are better risk/reward than chasing NVDA at all-time highs.
​Thoughts? How are you guys playing this memory crunch?

Now research how many of those people lost money.
Research says 90%. Even majority of financial advisors and wall street underperform the s&p 500.
Because people think they are professional investors when they are not.
Invest in index funds. Research companies and add a small position to your portfolio.
I personally look at undervalued companies but recently got into pre revenue companies(asts for example).
Funny enough, what I did was type in a letter on my brokerage and research all the stocks that popped up.
My last year gains I have had BE(1000%), WBD(300% gain, MU(500% gain), TEN(200%), PL(500%), DOCN(100%), HUT(500%, now 300%), AEHR(200% ish). Also africa index up like 100%. About 20+ of my other picks were 40-100% but im too lazy to add them.
The problem is I dont have hundreds of thousands or millions of dollars to add to my portfolio, so my gains arent as big because of that.

\> decent ones focusing exclusively or predominantly on the semiconductor equipment manufacturers
Not only no decent ones, none at all.
Given what you said about NVDA and TSM, your best bet is CHPS.
AMAT, LRCX, ASML, KLAC and TER make up about 20% of it. Also about 5% each of MU, SK Hynix, Tokyo Electron and eight other non-US companies that are not in SMH. Also small bits of ALB and CRDO. NVDA, TSM and AVGO are there too but in only average percentages. Two downsides, not great volume and about 12% TXN/QCOM/INTC.

I went all in on bitcoin at 16k a few years ago. Moved to SGOV in December and January. Now I’m about 1/4 Microsoft, and building a Sandisk and MU position this week and next week. Probably about 1/8 each. Other half I’m looking at Nuclear etf, international, and SCHD.

NVDA floats around $180 since like August, MU seems to follow chip manufacturer sentiment patterns to some extent, China has huge expansion plans, Hynix, Samsung seem to have more focus on high demand HBM. I don't see an insane growth opportunity, +20-30% with a perfect earnings report, but if they have sold all of their modules, it'll take a year to arrive with good news. And a year in the current AI timeline feels like an eternity.

Mmm idk I’m starting a position in MU, 12% per day that it keeps dropping. Mem constraints aren’t going anywhere, this is just volatility and profit taking 

Several days last week were good times to walk away.
For a longer term hold AMZN, META, AVGO, & MU are on my list in that order. I also added a bit more WMT last week on the dip due to them losing a lawsuit. Normally WMT is a slow mover and beats the S&P by a point or two but the last 2 years has been well beyond that. I set alerts to buy 10% below the most recent highs. They are quite stable with a low beta. Good luck and have a great weekend. We will be fine one we get some positive news out of Iran. It could come any day.

What does this mean for MU, LRCX and AMAT. I have seen addition to S&P 500 causing a jump in stock price, but not sure about S&P 100

Your on the right track. I bought 2 MU calls back in April. Sold 1 bought the other and wish I had bought both like I did with my 2 Sndk calls. Everyone against your thesis knows nothing of the space. SNDK and hynix will be coming out with Hfm this year which will compete but also expand memory. These 2 companies are collaborating on the creation of hfm. This will not slow Mu's revenue for several years but will be great for them. Samsung is ramping up Hbm production to compete more with Mu.
Micron just sold it's entire stake in Sndk for a shit ton of money. How brilliant are they right now?? These proceeds will now finance them to ramp up production to supply the ai data center build out without incurring any debt. I expect the earnings call to detail the new facilities that will be built or have been bought like the one they just opened in India. They will guide way higher because of this new production.
The split of Mu and Sndk also had a huge effect on both stocks. Sndk was way undervalued until their first earnings came out. MU was kept down because the spin off was looked at as a negative. MU cash postion isn't priced into the stock but will be this earnings. They got over 3 billion in cash from the sale and already had a large cash position. I think the future guidance will be big. Also, noone is factoring in investment firms liquidating Mu and Sndk because bitcoin has fell to such low levels. Plus the war and overall economy is forcing some to sell. All is causing these stocks to drop lower.
I've had many asking me how I knew to buy them early. My answer is I bought anything ai data centers desperately needed and won at my picks.

!banbet MU 400 1W

Broadcom ($AVGO) just posted a massive Q1 2026 earnings report, delivering record revenue of $19.3B, up 29% year-over-year, largely driven by the explosive demand for AI infrastructure.
The most striking part of the report was the AI segment. AI semiconductor revenue surged 106% to $8.4B, and management is guiding for even stronger numbers ahead expecting about $10.7B in AI chip revenue next quarter. They also mentioned having a clear path toward over $100B in AI-related revenue by 2027, which really shows how big this cycle could become.
The market reacted immediately, with the stock jumping around 5% after the earnings release, and honestly, it’s not surprising. The AI chip space is one of the few sectors right now where demand still looks almost insatiable.
From my perspective, this report reinforces something important: AI infrastructure is becoming the backbone of the next tech cycle. Companies aren’t just experimenting with AI anymore they’re racing to build the computing power behind it. And that means semiconductors remain right at the center of the opportunity.
Now the spotlight shifts to the next wave of semiconductor earnings:
Micron Technology ($MU) — March 18
Taiwan Semiconductor Manufacturing Company ($TSM) — April 16
Intel ($INTC) — April 23
Broadcom ($AVGO) — June 4
Personally, I’ll be paying close attention to these reports because they’ll help confirm whether this AI-driven demand is spreading across the entire chip supply chain or still concentrated in a few players.
For traders who mainly operate in crypto but also want exposure to AI-driven stock moves, Bitget are making it easier to access both markets in one place.
Curious what others are watching here what’s your play in the semiconductor sector right now?

When MU go up

Didn't MU tank because of the Oracle/OpenAI Texas data center cancelation?

Yes but we want to by 10K shares at $2 and they be worth the same per share as MU by November 2026! I mean cmon man hahaha

Mu tanked allegedly because of fuel price concerns with the straight of homos closed. Iran now says its open to non US ships. Does this mean my MU calls are saved?