MU
Micron Technology, Inc.
stock NASDAQ

Yes, I am thinking of going for an all world etf. Do you think my main portfolio should go into that, or just sp500?
At the moment I have a pie with 70% sp500 and 30% Nasdaq 100. I put in 100 euro just to get into the game and then on Friday invested 90 into NVDA and 15 euro into Microsoft cuz I saw a dip there. In the long run I think both are viable options.
I do really regret not going for MU, RKLB, ASML and some others, they sky rocketed right before I turned of legal age to trade so was a bit late, but that’s fine.
What good opportunities do you think there are for this year? Should I buy more stocks?
I plan to keep a pie for etfs and not sure if I invest more in all world or just US etfs. I’ll probs be depositing 100 monthly as I heard this summer might be big with the upcoming potential economy crash, for that I have a bit more saved up that I will put in if I see a dip.

I hope MU goes under $300 and NVDA $100

I bought 2 shares MU. Made $100. Should i buy 2 more?

MU acquisition today of Powerchip Semi Mfg Corp ( PSMC) in Taiwan

MU

MU is not done yet, but you cam check SNDK. And the companys that provide service for data center, for example NBIS, TTMI

i think you are right for the wrong reasons. climate change, natural resource depletion aren't real problems for Investments:
climate change isn't that big of a dial for companies (it is for animals habitat and poor nations but not for the sep).
natural resource depletion will be a problem in another 100 year maybe
the elefant in the room is ai. and in particular AGI/ASI. if we (as of humanity) succesfully build an asi the entire economic sistema of the world will see change drastically. ASI is the most important technology that humans can create, more consequential than fire, agricolture, or electricity.
a world whit an asi is a world that dosn't need human work, and where incredible new technology is discovered autonomously at speed unimaginable.
the right thing to do is simple by ai stock.
my opinion of particular stocks:
the best: GOOGLE (50% of my portfolio): has modles, tpu, fsd...
very good: TSMC, INTELL, ASML
good but not perfect: BROADCOM, NVIDIA, AMAZON, MICROSOFT, TESLA, AMD, MU
more risky but potentially interesting: RXRX, OKLO, [z.ai](http://z.ai/), mimimax (and probably a lot more)
and i hope for openai, antropi, x1 robbotica, figure and unitree IPOs
S&P will probably still be decent but a lot of companies will fail. and more importantly work will be a memory of the past so better have a huge portfolio or live in a country that offers UBI.

MU & GOOGL

If it were my account, I would reduce my position in NVDA by 50% and buy MI. I think your return on MU this year will be much bigger than that in NVDA.

One more. MU. Micron. One of only three companies in the world that make the fast memory needed by AI. Demand is so great that it is sold out of its 2026 production. And it is the only American company that makes it the other two are SK Hynix and Samsung from South Korea. It is expected the company will increase prices in Q1 as much as 50 to 70%. The earnings report it gave recently was absolutely off the charts as were the projections for this year. A lot of people are saying the stock could double or triple by the end of the year as it trades on a multiple incredibly low multiple comparatively to where it should be.

You currently have $50k house surplus and $55k cash and borrowing on margin available to withdraw, after the MU buy?
What cost basis did you get MU at?

But if you think the stock is going to double; why would you ever want to do this? Just because of the theta? Who cares. You should do pretty well on this trade, and the theta loss won't be significant at all.
Look at MU, ASTS, SPHR, AMD, SLV as examples. You wanna sell calls on those names if you knew those moves were going to happen?

Not true. It’s supply and demand. Once the market is flooded with memory, demand will decrease, the stock (and its contemporaries) will go cool off. The ‘AI Trade’, whatever you consider that to actually mean, can be just fine in those circumstances.
For example, in 2023, MU went up about 30% in 2023? NVDA? ~240%.

Honestly, I cannot say that is happening or not. It is clear more buyers are showing up to buy AMD and MU than NVDA right now. I have no clue where those dollars are coming from.

INOD, MU, QBTS

HII bought at 200, MU bought at 82, C bought at 45. I recently sold both mu and HII since I just hit the long term gain threshold and they are both stretched and their yields too low now.

MU maybe but SNDK and WDC is overhyped

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Market Cap : 60 Billion
Shares Outstanding : 150million
Reason 1: Ai Data center and robotics
We have a stock which is directly tied to the current market trend of AI Data centers. The current trend is that there is crazy shortages in Memory chips, and Sandisk is one of the companies that creates them. Everything from Robots, cars, data centers all need memory chips to store data.
Reason 2: Google Search Trends:
Google trends for SNDK worldwide for the last 90 days havent peaked, while the share price is making all time highs DAILY. Even during red market days this shit is barely red or even green. This NEVER happens to pump and dumps. Shitty pump and dumps crash the moment searches on Google drop. look at the graph yourself and compare it to any other pump and dumps you know of. It is also still less popular than the most popular stocks.
I can't post links but just search up "Google Trends", type in SNDK and put worldwide, 90 days.
Reason 3: YouTube streamers and Financial Influencers
Search for SNDK on youtube.
No hyped up videos from streamers, youtube influencers yet the stock is up 1000%... I get it, its already up so much. So then where are all the reddit ai bots and videos trying to hype it up? Whenever you see those bots trying to pump up the stock, thats your cue to sell yesterday. For SNDK, there's none of that so far.
This makes me believe that it was all institutions quietly buying it at first, before all the retail traders.
Reason 4: Analyst Price Targets
You'll never see analyst price targets for shitty pump and dumps.
Most updated price targets from investing firms:
Mizuho: $410 when the stock was only at $300
Bernstein: $580 when it was trading at $350
RBC Capital: $400 when it was at $380
Mizuho: $700Billion in Assets under management
Bernstein: $900Billion in Assets under management
BC Capital: $1 Trillion in Assets under Management.
These are serious predictions, not some guys in a mom's basement
Reason 5: It is TINY compared to other companies
150m shares outstanding means it can move FAST compared to many other companies in the sector
Micron (MU) 1.1Billion shares. Market Cap: 380Billion
ASTS: 280 million shares
Nvidia (NVDA) 24 Billion Shares, Market Cap: 4.5T
SNDK? 150million and 60Billion Market cap. Absolutely tiny compared.
Reason 6: Extended Momentum
Just look at the graph, this has been pumping forever. Not 1 or 2 days, Or weeks, or months. its been pumping since IPO.
That is all, good luck
Positions: Feb 27 500c

You cope knowing that this won’t be the first or the last. Opportunities come up reasonably often. A lot of people regretted missing nvidia and Tesla rise the afterward came pltr, asts, mu, sndk. Sndk 10x since July in the same timeframe MU tripled so there was a bigger play happening alongside what you are stressed about missing. Something else will come but if you are really hungry for 4x moves give 0dte options a shot 😉

the best: GOOGLE (50% of my portfolio): has modles, tpu, fsd...
very good: TSMC, INTELL, ASML
good but not perfect: BROADCOM, NVIDIA, AMAZON, MICROSOFT, TESLA, AMD, MU
more risky but potentially interesting: RXRX, OKLO
and i hope for openai, antropi, x1 robbotica, figure and unitree IPOs