MU
Micron Technology, Inc.
stock NASDAQ

I'd worry about 1/29.  If they hit $5+ eps they are still 20x forward PE on a formerly cyclical stock.  (20 x $5 x 4).  If it hits.  Awesome.  The better asymmetric risk is MU at only 12x forward.  Not sure why SNDK is so high.  Hope they kill it so MU gets the bump.

I wonder what happens to SNDK after earnings next week. Maybe a similar drop up to earnings as with MU last month and then a pump? 🤔🤔

theyre another player in the RAM storage space. cheaper than MU and Sandisk right now but their demand is up and up!

MU is never going away. One day you will see 1000

MU Gains

MU up tmr  plz 

I thought they were overvalued too when MU just crossed the $200 line and when SNDK hit $240.
When SNDK dropped to the 190s I got spooked and thought it would go down more.
Point it, when you see value, dont let volatility spook you too much. Know when theres a demand for DRAM and theres a short supply, take advantage. I dont see any significant drawbacks until at least summer. So, ride the wave. Put $ according to your risk tolerance.

Curious to your thoughts on SNDK, MU, STX, and WDC. I do think they are great companies, but I have been hesitant on pulling the trigger right now since it just feels like they are so overpriced, I was going to wait for some form of a correction, what are your thoughts on these?

That's why I full ported MU shares on margin 2 months ago and am chilling

Uhhh will MU go up 6%? Like, tomorrow? Because I got some calls that it needs to go that for.

Do you have a target for MU? I know you're not timing the market but it's parabolic right now. Any endgame?

MU 10 forward PE

An update. As of close of play January 22 the portfolio is up 16.5% YTD.
Some very impressive resilience from RKLBC NBIS, MU and ASTS.
RDDT needs to buck the fuck up.

Since I've seen some many "value picks" posts from so many, might as well throw one up myself.
UNH, ELV, MOH, CNC, NVO, LLY, SNDK, MU, STX, WDC, HOOD, GOOG/GOOGL, META, AMZN, NBIS, CRWV, ORCL, NFLX, IONQ, KRKNF, ELF, NKE, RKLB.
As you can tell, I believe Healthcare stocks took a beating in 2025 and I think they'll eventually make a comeback. When? Not sure which is why I'd stay away from Options and just go for the underlying stock.
LLY, yes, they had a roller-coaster of a year in 2025 and they made an outstanding comeback in the 2nd half, especially in the 4th quarter. I still see growth with their FDA approval coming up. Their pill will supersede NVOs because of not having dietary restrictions to go with their pill. They'll grab significant market share.
SNDK, MU, STX, WDC: They're going to make a killing this year. Old school supply and demand baby.
HOOD, Once those very nice people in congress pass that bill, HOOD will go back up. They're also expanding into "prediction markets" aka gambling so no way they dont make money on that. You'd have to a special kind of fool not to make money from being the middle man in casinos.
GOOG/GOOGL, META, AMZN for obvious reasons.
NBIS, CRWV, ORCL, Data centers are a requirement. The financing will work itself out.
NFLX, Since its very popular so let's roll aka for the vibes
IONQ, KRKNF, They are the future.
ELF, China is their main supplier and once they get control of their margins, this will be back to seeing ATHs.
NKE, Some dude from AAPL bought some so
RKLB, cuz their name is cool 🚀

Anybody get in on the drop for $MU today?

whoever told me to get MU calls, you really thought i was that regarded huh? (im holding MU calls overnight)

Looks like that conference call didn't give any confidence. INTC just isn't part of the AI trade. Well, I chose the ISRG route instead of INTC, so only skin in that trade is how it'll affect my MU position.

It’s taking every ounce of my being not to just full port MU, SLV and ASTS calls. Against all odds they just keep pumping.

don't let you INTC dump distract you from the HUGE discount on MU, firesale happening right now, almost 1% down AH
a steal at this price!

Is INTC what’s also dragging MU and SNDK down?