MU
Micron Technology, Inc.
stock NASDAQ

💩 overflowing the carrier. 🇲🇽 in a narco civil war. 👽 confirmed. 🌮 Tuesday. I don’t know. Nvidia is our last hope but odds are stacked against the mighty GPU God. If Nvidia can pull it off, and actually 🚀 for a change on earnings, I hope yall have money in SNDK or MU. They’ll go 20%. 

MU, TSM, EWY, GLDM, CRM, NOW, SNOW, IDMO

ya i consider that semis anything in soxx is semis so you have your MU TSM as well

Bought more SNOW, CRM, NOW, TSM, MU, EWY and IDMO.

I’ve been getting dicked by $MU since it was 450 bro.
I’ve been riding MU 470 2/27 calls since it was 430 almost a month ago. My retardedness could literally be defined as a superpower at this point

You're selling a pump and dump for another pump and dump?!
Memes aside, don't buy the MU peak.
TSLA is a failed company that lost revenue to BYD and can no longer compete in China, Europe, and eventually America & emerging markets with their dangerous EVs that don't have functional door handles and have a deceptively advertised "autopilot". Its price is propped up by banks and institutions that buy whatever fentanyl/coke fuelled promise Felon Musk sells. Their Optimus robots are a disaster and a vanity project, and the CyberTaxi is an objectively worse and more dangerous train/bus transit system.
MU's price is pumped up by the RAM wafer shortage that Scam Altman caused with secret agreements with the Big 3, causing all memory, and incidentally hard drive, stock prices to surge. However, this is temporary. After the GPU hype cycle with crypto mining, these GPUs crashed down to half their value within 6 months. Micron and other memory manufacturers also have a history of overproducing memory and crashing spectacularly when a resulting oversupply was discovered:
[https://www.youtube.com/watch?v=mxTj5xcd1-Y&t=6458s](https://www.youtube.com/watch?v=mxTj5xcd1-Y&t=6458s)
The various 27 or so memory manufacturers consolidated to just the Big 3 due to memory shocks in the 80s and 90s. No reason to believe it won't happen again.

Prioritizing MU over SNDK cause "sndk ran too much" will be my biggest regret 🫩

I SHOULD’VE BOUGHT EXPENSIVE ASS $SNDK INSTEAD OF $MU REEEEEEEEEEEE

Yep, he might as well hold it through this year. Check back on March 19 when MU reports earnings and see if they increased their prices more than the market anticipated. If so, then MU should be up to the $500-$600 range. Then, check in mid-June for that report to see what kind of pricing power MU is still holding. If the profit margins remain strong around 50%, then it should gap up to the $750 range. The word is Samsung is expected to raise their HBM4 prices by 30% from current levels. With costs already priced in, any price increase in these memory chips are going straight to net income.

Just play MU and SNDK. Same thing.

If you mean them as in the person who was on the other end of the contract (the seller), he sold the 2/20/2026 $260 MU Call and received a premium of some sort (on the date he sold the contract), and then when the call got exercised on 2/20/2026 he received $26,000 and his 100 shares were delivered to you. He may have bought those shares years ago for who knows how much.
Also note, that the person who sold the contract to you some time ago, may not (and most likely not) is the same person who delivered shares to you. It's a random process of which person who are short calls gets matched up with which person who bought calls when they are exercised.
Also if you had instead sold to close the call on 2/20/2026 (or earlier), the buyer will most likely not be the same person who sold you the call.
Also there is some other things that can go on (and you might just want to ignore this part for now), like the person who sold you the contract may not actually have shares to deliver to you and they will be short shares when their call is exercised (which it's another random thing on where borrowed shares are gotten from that are delivered to you).

Need more info. But it appears you bought 1 MU Call with a $260 strike expiring on 2/20/2026 some time ago I assume. And you didn't do anything with it thru 2/20/2026 (IOW, you didn't Buy To Close it) and so it was automatically exercised on (or a day later) 2/20/2026 which means you bought 100 shares of MU at a price if $260/shr. Which cost you 100 \* 260 = $26,000 for those 100 shares (which are currently going for a lot more than $260/shr and therefore a big gainer). That is my guess.

MU - Accidental gainzzzz

Do not catch a falling knife, go buy some SNDK or MU

Basically all the top tier semis. It's too hard trying to pick whether one will stumble, or catch up.
NVDA, AVGO, AMD, MRVL, MU.
I don't put QCOM, INTC in the tier 1 category.

Getting dicked by $MU

I wanted to get some more MU if it dipped below $415 but it's been wiggling around just above it.

MI450 ramp is ~6 months away now. And Lisa talked about multiple openAI like deals for mi450 back in October, more then 4 months ago now.
But she didn't give FY guidance, we didn't get any deals since then and we don't even have leaks / rumours (yeah ok we have that meta rumour since months because they co designed the rack. But that wasn't really a leak, they literally wrote it on the showcase rack lol).
Isn't it weird that we are not hearing anything? Like we regularly get leaks about MU, nvidia, avgo partnerships and deals stuff. Why aren't we hearing anything about mi450 when it's this great, there are super big deals being made for months already (according to Lisa), GPU demand and hyper scaler capex just keeps growing, nvidia is already sold out,...?
I want to believe but I also remember Lisa talking about high customer engagement for mi300, mi325,... and well that turned out to be super dissapointing considering the money being spend in this AI super cycle...

NBIS SNDK green, MU barely red. Wtf

Had my best day intraday trading yet thanks to those glorious intraday charts on MU & RKLB 🥳