MU
Micron Technology, Inc.
stock NASDAQ

Of MU can drop a little I’m going all fkn in! All in the farm!

on the other way round, if tesla at MU fpe, it should be $18.4

No one cares now. Just calls. MU to the moon

Yes indeed . One year return on MU has been 244% compared to EWY of 102.78% .

Nope, I’m still sticking with my MU and SHLD, I’m not selling and switching

Should I sell $15k worth of UNH and put it in MU?

Some pretty solid holdings here: I like GOOG, MU, MELI, FIX (though I would also look into EME for a lower beta but lower growth AI infrastructure play with a with more reasonable valuation—I own both), UNH, MA, WM, and RACE. Love MELI as a non-US GARP holding.
Could reduce volatility/drawdown and be better hedged for stagflation lite/“muddled middle,” “lost decade,” recession, or geopolitical risk by adding allocations to GLD, XOM (or other oil company), LMT (or other defense of choice). Adding to your lower beta dividend payers like UNH and WM would also help here.
Mostly large caps here, could add AVUV (small cap ETF that screens for profitability). We’re currently already seeing a strong rotation from mag 7/mega caps into small-mid caps due to large-mega caps being at historically very high valuations. AVUV should have alpha over Russell 2000/IWM due to getting rid of the unprofitable junk.
Other ideas I like for creating more of an “all weather” port is to add some ballast that actually benefits from inflation like insurance companies in the current “hard market.” Names I like here are KNSL and PGR due to their tech utilization that allows them to achieve much better combined ratios than peers.
I also like the idea of adding some “anti-fragile” options that do well in good economies but actually do even better during inflations as well like TJX (consumers trade down to cheaper ways to get their name brands in a recession/uncertain economy), ORLY (bad economy—> keep cars longer —> more repairs), CASY (ppl still need gas, sells staple goods, also trading down to buying their pizza instead of going out to restaurants. It’s surprisingly like the 5th biggest pizza chain in the US even though it’s a rural gas station/convenience store basically)

MU will be the next Trillon dollar company.

I've had to sell a few cus of life but im looking at NVDA and PLTR seeing them drop but long term it's not a huge drop so far. So do I pull it now, take the gains i have and invest in MU or TSM which have soared or am I going to miss the big surge...I've held NVDA since right before the stock split a couple years ago and then added when it was down a few months ago.

Maybe MU, SNDK, et al, will stay flat at least.
https://www.tomshardware.com/pc-components/ram/data-centers-will-consume-70-percent-of-memory-chips-made-in-2026-supply-shortfall-will-cause-the-chip-shortage-to-spread-to-other-segments

I think Micron is still cheap even at \~$363 per share. Forward PE is currently only 11. After doing a ton of research I loaded up on MU and MUU in November and early December just before the last earnings report. Needless to say but I'm not complaining about the gains so far. Will probably hold at least until the end of the year or early 2027 while margins are still high.

MU director bought more @ $333? MU $400+ this year?

I just need MU green Tuesday and I’ll be chilling

Google, MU and Nvidia.

Nah, just considering putting more money into the low %, but not selling (the one closest is MU comes to 40PE, I would sell a portion of it)

Ask and ye shall receive.
* BN - This is a complicated network of subsidiaries and cross holdings. Metaphorical land mines can hide in complicated companies like this. They are also over invested in commercial real estate which is a bubble popping.
* MU - HBM is 100% sold out for 2026...which means no upside. But there is still downside because of rising costs and parts shortages. We're also likely in a super cycle and the trough of this cycle could be brutal for companies like MU.
* GOOG - Forget all the talk of AI and fancy tech toys they make...at the end of the day 75% of their revenue comes from online ads. Online ad growth is slowing...in 2026 it's still going to grow but at half the rate of 2025. On top of that the competition for those online ads is getting feircer and Google judges premium rates for ads.
* META - Same issue as Google. We're in an online advertising bubble that will pop soon.
* AMZN - This is one of your few companies I actually like.
* MELI - Even though they report in USD, most of their revenue is in Latin America currencies which are not reliable. IN 2025, currency deprecation caused a 117 million dollar hit to MELI. During a crisis this would be much more. MELI is also aggressively expanding into unsecured loans....up to 9 billion. Unsecured loans in latin America is extremely dangerous.
* FIX - Has an insane PE ratio...and they're way over-invested in AI data centers. When that bubble pops, FIX crashes hard.
* MSFT - IMO their PE is just too high. Probably not the worst invsetment though.
* MA - There are sooo many problems with MasterCard. It's entire business model will get upended by court cases, the upcoming credit card competition act, and cutting edge FinTech.
* UNH - They face margin compression on too many fronts. They face a lose-lose scenario where prices are going up yet I don't think they can pass on their costs to their constituents. This could be a disaster.
* NXT - Republicans HATE 45x and if that gets removed, say goodbye to 45% of NXT's revenue. Also competition from Chinese solar producers is VERY strong. Companies like Arctech are surging. Even if US tar riffs protect American customers, Arctech will likely steal NXT's international customers.
* VST - Nuclear technology is very flawed (slow, expensive and polluting). Their DE is alarming and this company could face signifant financial stress. Insiders are selling and their PE is very high. Regulators in Texas and NE are criticizing some of their energy deals as well. I wouldn't touch this stock with a ten foot pole.
* GRAB - The main market is Indonesia and a recent rule there woudl slash commission caps from 20% to 10%. This would halve GRAB's revenue in the best market overnight. Already as is, valuations and profitability are sketchy.
* SPGI - This is a stagnate monopoly with little upside but decent risk of disruptive. Valuations are also very high.
* OSCR - Their entire busienss model revolves around the ACA marketplace. Significant subsidies for this will expire at the end of 2026, which will jack costs of ACA by 75%. At that point the younger healthier members leave the ACA, leaving a mess of high risk patients that aren't profitable to sell coverage to.
* WM - One of your better stocks. Their PE is high, but is somewhat justified because of their strong cash flows. A risk...they've been aggressive in jacking up prices these past five year which drains their moat for competition to enter. Already companies like GFL are poaching their turf.
* RACE - Expensive stock...and management is out of touch with consumers.
In summary your only three decent investments are AMZN, WM, and MSFT. The rest contain signifant risks that is not properly reflected in their current premiums.

I think the same.
I only trimmed the MU position for psychological reasons, hahaha—just in case it drops significantly, at least I can say 'it's the house money'.

Yep, corruption at its best. I watched the defense stocks crash 5% on Trump's no dividend post and then the sector gained back that 5% and more 30 minutes later when Trump announced increased defense spending to $1.5T. That no dividend post was pure bullshit. Fortunately, my funds have been locked in MU shares for a while with no plans to exit now, so I wasn't able to set up any trade on that news.

Got 340 calls for MU for 3/20…thoughts

Calls this week, market is in complete euphoria at the moment. Look at MU SNDK ASTS RKLB INTC