MU
Micron Technology, Inc.
stock NASDAQ

MU, LRCX, TSM, GEV

MU and SNDK resilient. What happens in March?

Nvidia remains the bellwether of the economy, once again reporting blockbuster results this week. Although the market has not responded kindly the last two days, its net income of $43.0 billion for the quarter was absolutely staggering--not only is Nvidia the fastest growing mega cap, but the $43.0 billion was a record quarter for any company.
Here are updated plots depicting net income comparison for U.S. mega cap tech companies, sorted by market cap. The scale of the y-axis is the same for each subplot to allow a fair comparison of net income across companies.
Of course, in the last quarter, there has been growing concern that net income is not the primary metric by which we should be measuring these companies, given their unprecedented capital expenditures. To that end, these plots also include revenue, operating income, operating cash flow, free cash flow, and capital expenditures.
Graphs were generated with Python Matplotlib, but there has been a change in the data source I use. By using Alpha Vantage, I can extend the data as far back as CY2005Q4. For the most recent quarters, I use Yahoo Finance (more specifically, the yfinance module, which differs slightly than their website), which provides the most five recent quarters of data (the first ones I scraped would have started in CY2023Q4). I have confirmed that both sources are consistent across almost all metrics (with very minor discrepancies in operating income for companies for those affected by recent acquisitions).
Note that these sources use GAAP net income, which significantly affect the following:
- Meta's TTM PE is approximately 22, not 28, due to effects from the one-time non-cash tax charge the prior quarter.
- Broadcom's TTM PE is significantly affected by amortization from its recent acquisition of VMware.
- Likewise, AMD's TTM PE is significantly affected by amortization from its recent acquisition of Xilinx.
I considered annotating the graphs with forward metrics, but yfinance gives extremely low forward PEs for all the companies (i.e. NVDA 16.6, AVGO 22.0, AMD 18.4, MU 9.3), and I didn't want disagreement over this estimate to dominate the discussion.

Same. Otherwise it's all playin the long game in VFIAX with some AMZN, MU and NVDA sprinkled in

Growth Investing and Value Investing have always took turns.
So, you can always combined them into Value Growth Investing.
Choose those growth companies with good fundamentals and balance sheet.
Ignore those growth companies with hype and lousy balance sheet.
PE (Nobody looks at that), always look at the Forward PE. Market is priced for the future.
Example, MU . PE is 39. Forward PE is 9. Which one do you think you should look at and the price is really cheap now. Debt/Eq = 0.2.

75% of said plays were growth and 25% value, from the list I started selling the mega winners in the last couple months when they went sky-high. I am still adding to Couche Tard or OTCanctf who own all the Circle Ks globally, which is one of my favorite positions. I never sold O, Vici, VZ, or UPS. I actually bought more defensive/high yield as I expect a sharp rotation into value. Luckily I realized the HBM bottleneck and was heavy into MU and Sndk. And loaded into Goog after the court ruling. My list had 0 nvidia as I had only a few left and sold at its high at the time of 183.50. Recycled the capital for high yield defensive positions to take advantage of the tax free dividends in a roth. So far its worked well.

came to the same conclusion. MU will crash, it’s a commodity supercycle, they always crash eventually

MU

Now that all the normies r gone i can be hinest
Im scared for my MU calls 😭

Nice! I bought some MU, but with how overexposed I am with NVDA, I don't want to put too much more into tech and AI centric stocks. I've been using my premiums to buy JEPQ and VOOG, but also AXON, GD, RTX, KTOS, and IBM. I'll probably try and load up more in JEPQ, VOOG, and QQQ each month.

Nice 👍 good for you 👍
I use my premium to load up on MU and SNDK for the last 5 yrs and it has been paying off and feeling all good 👍

Don't worry folks! You can come up with a million reasons why Nvidia is being sold. WS doesn't need help. It's all bc WS wants to buy in at a decent and better price, lower P/E P/S.
You can make 1000 excuses. The biggest company in the world is still the biggest company in the world. They will sell, sell, sell in the very near future. No doubt about it. No doubts. Economy is stable. Patience. Find your opportunity. I used to be the guy that got whacked and field stripped and never understood this cruel game. I used logic instead of understanding the game.
Think like WS, you will do better. I still get whacked sometimes. I'ts part of playing. I loved MU beginning of 2025, and never understood why it was stuck at $70 to $90. I sold at around $100 Then it took off to the moon. Just a little more patience. I did all the homework.

[](https://www.reddit.com/r/wallstreetbets/?f=flair_name%3A%22DD%22)At the end of 2025, there was a thread here in which people picked their stocks to watch for 2026.
10 stocks were picked based on how many times they were mentioned in that thread.
This is how they have performed year to date:
**1 ASTS:** **6.3%**
**2 RKLB: -2.5%**
**3 GOOGL/GOOG: -1.9%**
**4 AMZN: -9.2%**
**5 NBIS: 5.08%**
**6 RDDT: -37.2%**
**7 MU: 39.64%**
**8 IREN: 4.77%**
**9 TSLA: -12.1%**
**10 PLTR: -24.5%**
From my previous post last month before MLK day, most of these stocks were up as shown below:
**1 ASTS: 59.8%**
**2 RKLB: 35.2%**
**3 GOOGL/GOOG: 3%**
**4 AMZN: 2.6%**
**5 NBIS: 23.1%**
**6 RDDT: -0.8%**
**7 MU: 18.2%**
**8 IREN: 46.3%**
**9 TSLA: -3.3%**
**10 PLTR: -3.1%**
Wallstreetbets is now a pump and dump. I suggest shorting MU as it is the only wsb stock that is still up by a lot.

wtf is that MU V into close?

Trying to decide if MU is recovering or going to drop again.

The only ones dropping are the ones who shot up last year and were overpriced.
Mag7 is down but not too much. Nvidia is flat YTD. MU is still up YTD.
The ones getting killed are the pre revenue meme plays like rklb, oklo, asts and high PE stocks like PLTR, SoFi, Saas.

!banbet MU $432 1w

Good to see someone else is remaining strongly bullish on MU lol so much doom and gloom
Im holding a ton of $400c for end of april i bought at $340, holding strong :D

IF I was doing analytics on memory pricing I would look at the cost of memory as a percent of the GPU installed unit as well as every other component such as communications devices . I would expect there is some relative price percentage that it cannot effectively surpass easily or will meet "resistance" . If one is to assume the GPU is the driving force of the value to be created, and memory is one of the components that unleashes that value and is inextricably connected, Can it become 20% or 50% of the GPU value or even more? I do not know what is the effective elasticity there as I have never done such an analysis but fully expect both Nvidia and MU have done so extensively. At some point more memory has diminishing returns to any GPU. IF GPU's continue to increase in cost, might the memory also increase an equal percentage?

Keep MU out of your whore mouth and stick to your tanker stocks