MU
Micron Technology, Inc.
stock NASDAQ

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.

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

MU at this level is such free money

Just to get a sense of pricing, DDR5 ECC which is what servers need is going to be well over $1000 for 32GB. Normally that should have been 150-200. DDR4 is approaching similar ranges, but it is heavily supply constrained as it is not produced as much. Even years ago for DDR3 pricing was typically around $5 per GB retail or less.
Data center NVMe pricing used to be around $.1/GB now is closer to .4-.5.
More fab capacity will come online towards the end of the year, which will help with pricing pressure.
The way to almost look at is that even simple memory costs way more relatively than a state of the art AMD or Intel CPU in price per chip area. Memory is made at less advanced nodes.
The revenue of a MU will grow for some time. Not sure what happens when the capacity pressure starts to ease at the earliest by Q4 i guess. Volume of product shipped goes up but margins would go down.

Interesting and I think we ALL appreciate your inside view on this. I do want to say that the memory prices from a few years ago were insanely low, so a 5-6X increase while sounding alike a lot is how much in real dollars? Also HBM is supposedly more productive and effectively required for GPU's to be most effective.
I do believe that at some point the market may become saturated like it always has previously, but for now we have never seen the level of spend EVER in my lifetime on anything we have going with AI. So, my hope is there is another 18 months or more of runway. It IT is apparent the memory suppliers appear to be comfortable investing billions in building new plant capacity, which is kind of unusual for them as they know intimately how cyclical their business has been and they wake up one day and the market is saturated and the product prices crash. I hate to say the words, "this time is different" since I am not sure that is ever true, or at best very rarely.
We continue to see more big players step up with the "promise" they are going to spend more in CAPEX, and I also know that until they actually sign a check they can change their minds. So, I am riding this wave until I see some knees buckle and fully expect to make enough money on the ride that when i see that I should still be miles ahead. Obviously, this assume it does not buckle in the next quarter to two.
I have thought MANY times if I should be overweight more in the memory sector and adding more MUY or acquiring WDC. Even at these levels if this memory sector was to thrive another 18-24 months, how many of these stocks are likely to split and run once more in that timeframe. One year ago MU closed the week in the 93-94 range and I was holding a ton of it but gradually thinned it out as it ran to 135ish and fell back multiple times. I certainly do not expect a 4X in the next 12 months, but is a 2X really out of the question?
I am old and one of the things that Peter Lynch used to highlight is that there are many stocks out there that are what he calls his 10 baggers, that do a 10X over a number of years. Some much more, and we might just be entering the sort of transformation technology phases where truly amazing things happen. Memory is one of those things that AI simply cannot live without today or in the foreseeable future. It is like air and water to live for AI to thrive. We have to consider that it might go from 1X to 10-20X in cost during this AI cycle. It definitely seems like that is nuts, but we have to ask if ti does will that stop AI?

The trend seems to be that memory companies get a major boost due to an insane guidance and yoy or even qoq. Idk who are buying these instead of the typical names like NVDA. I wanna dip my foot but it's also scary to see MU hitting 370. That's probably like another 5% off qqq, which means NVDA at maybe 160+ and amd at 170+ 😔😔
Also idk with the current climate if it's a given that micron will fly after earnings

yeah same shit, just shorter exp cuz it was fun money but yeah we both got scammed
I don't even think it's MU fault, it's just the market conditions rn are so ass

i don't get it - why does nvda get puniushed so hard and not MU and SNDK?!

So I really did go all in on the MU top 😩

God fricking MU when I thought you gonna pump.

I need MU to hit 400 again so i can full port

My idea of priced in would be something like the MU stock chart

Lets fucking gooo cheap software stocks. LUNR, RKLB, MU, SNDK ALL ON SALE FUCK YEAH

MU dipping again