MU
Micron Technology, Inc.
stock NASDAQ

MU is fundamentally still cheap at this stock price

Read on MU more man

OH I used TTM operating cash flow you projected last quarter sounds good awesome analysis! I would add MU business is not cyclical anymore but recurring with Nvidia releasin a new GPU every year. HBM are directly attached to the GPU shipped by Nvidia by the way so every year companies changing the GPUs need to change the HBM ... interesting time

I feel like a genius for actually buying that dip. But I have bought into strength as well. At point some I’ve leant over extended, valuations etc have some truth to them, but using them as a hard rule isn’t a good way to make money. I mean look at SNDK and MU. I am sure we are going to look around in December thinking why didn’t we fomo when they were up 25% in 3 weeks.

N0 . Stocks, options , crypto , Roth , Brokerage account, and all 4 metals . Crap ? GDX , PLTR , NVDA , MU calls all up exponentially over physical , And trust me I'm a huge shameless stacker

Vad är MU

Yes. But, I just noticed your flair and holy shit, I hope you held long enough to make bank on MU

Some of these stocks have insane implied moves (= IV crush) or nasty bid/ask spreads and low volume. I'm thinking the following:
AMZN strangle Monday close before UPS since UPS fulfills so many amazon orders. Ford/Rivian strangle before GM earnings for sympathetic move. Visa options before FOMC but selling Thursday morning after Mastercard ER but before Thursday AH while IV is still high because that POS never moves after its own earnings. Finally MU 2/6 strangle before Thursday close since SNDK is reporting Friday PM and that 15% implied move is insane.

Silver is so extended based on diff between 5ema, its crazy. I know there are a lot of theories floating around with China stockpiling due to its industrial usage with battery technology in relation to renewable energy sources (solar panels), but I have a hard time believing this. I just think it's getting gama squeezed given it has the highest short interest, multiple times higher than gold and platinum, amongst precious metals.
I am also short silver via ZSL end of close Friday, but a small position. Biggest question mark is DXY dumping further from here forcing commodity prices higher, but I think this move reverses soon based on how US equity prices react, i.e., unless SPY breaks the resistance line of 7k, the debasement trade has less gas.
I think this large silver spot movement is one last attempt at liquidating shorts before reversing. Every single reversals in bubbles started in attempts to liquidate paper-hand tourist shorts first before reversing, hence why bubbles always have people in disbelief at the regarded valuation in the late stage.
I also think there is a pair trade going on with momentum securities - momentum traders must also be long memory stocks like SNDK or MU while also being long gold/silver. SNDK earnings is mid next week, so theoretically there is room to run for silver going into it. If SNDK dumps due to lower expectations, we could see a degrossing in gold/silver as well - SNDK did dump on Friday but DXY also dumped then which helps silver.
Another risk factor is potential gov shutdown making silver a safety haven amidst this political chaos.

I sold MU at like 120 last year. I had held it for about a year or more. foot gun. I also sold ANET at like $30

Some of your youngins don't understand that MU is going to steal your tendies unless you are ok with bag holding 5-10 years

I think they still got plenty of room to run. The next gen nvidia chips will still have chips from micron. And micron is fully booked for 2026.
With that said i have stopped buying MU. Simply because it had become a very big chunk of my portfolio during this recent run.

Seen too many people profit off shorting MSTR stock, also heard they dilute a lot and it basically just acts based on the movements of bitcoin, although i have made some of that money using RKLB and ASTS, also MU, but then like a dickhead i jumped onto the INTC hype, i keep trying to comfort by telling myself i wouldn’t have known but i was so tempted to sell prior to earnings.

They’re very different businesses, so it’s not really a “which is better” question.
ASML is basically a picks and shovels monopoly for leading edge manufacturing. Slower moving, more durable moat, but tied to capex cycles and geopolitics.
Micron is more cyclical. You can get huge upside in tight supply / AI demand periods, but you’re always exposed to memory boom bust pricing, inventory swings, and margins whipsawing.
If your goal is a small “AI trade”, MU usually gives you more beta. If your goal is “own the infrastructure behind the bubble”, ASML is the cleaner long duration bet. Not advice, just how I’d frame it.

I see your point. The forward p/e for 2026 would be the same as the P/e in 2022 when it was at ATH.
You don’t think people are willing to pay higher which would drive the P/E in 2026 to 30?
That’s a potential 2 to 3x in a year.
All HBM companies are projecting major earnings and revenue for 2026 and beyond.
And MU is the only one trading in a US stock exchange

Micron Technology(MU)
Expected 2x revenue and 4.5x EPS in 2026 compared to 2025

# 🚀 Supernova Hunter V3: High-Momentum Stocks for 2026-01-24
**Summary:** The scan just completed on 41 stocks showing elite relative strength, high efficiency (lift), and positive volume fuel.
# 📊 Supernova Table (Ranked by Strength)
|Symbol|Price|Score|AI Prob|RVOL|Wkly Buy Zone|Wkly Sell|Mthly Buy Zone|Mthly Sell|
|:-|:-|:-|:-|:-|:-|:-|:-|:-|
|**MU**|$399.65|120|80% 🔥|1.1x|$390.52|$422.12|$362.31|$485.59|
|**AMD**|$259.68|120|91% 🔥|1.4x|$254.98|$274.93|$252.78|$309.39|
|**SANM**|$177.83|115|36% ✅|1.7x|$175.45|$183.38|$168.67|$196.23|
|**AU**|$106.26|115|56% ✅|1.5x|$103.00|$107.02|$96.23|$112.98|
|**IPOK.DE**|$196.00|110|98% 🔥|1.4x|$191.21|$228.01|$166.76|$283.73|
|**TX**|$43.81|110|60% ✅|1.1x|$42.84|$44.20|$42.09|$45.69|
|**ULTA**|$686.12|110|75% ✅|1.1x|$683.87|$701.79|$670.36|$716.27|
|**NVS**|$147.14|110|1% ✅|1.3x|$144.74|$147.14|$137.62|$148.98|
|**PL**|$26.94|110|31% ✅|1.1x|$26.04|$28.88|$25.67|$30.70|
|**DHT**|$13.82|110|58% ✅|1.1x|$13.82|$14.18|$13.44|$14.68|
|**ASX**|$19.39|110|72% ✅|1.4x|$19.24|$20.12|$18.16|$21.67|
|**EMBJ**|$78.80|110|99% 🔥|1.3x|$78.23|$82.16|$73.48|$84.74|
|**ORLA**|$18.45|105|56% ✅|1.7x|$18.13|$19.26|$16.47|$19.87|
|**FTAI**|$292.10|100|15% ✅|1.1x|$292.10|$312.83|$265.15|$308.97|
|**ALB**|$189.51|100|94% 🔥|0.9x|$179.94|$193.06|$184.05|$235.60|
|**TTMI**|$95.02|100|63% ✅|1.0x|$93.21|$99.50|$92.07|$109.52|
|**AGX**|$363.88|100|63% ✅|0.9x|$352.12|$383.84|$346.85|$423.41|
|**DXCM**|$72.86|100|1% ✅|1.0x|$72.04|$74.16|$69.54|$75.67|
|**APH**|$150.99|100|18% ✅|1.0x|$149.44|$157.10|$141.73|$159.87|
|**SND**|$4.65|100|10% ✅|1.3x|$4.42|$5.00|$4.26|$4.96|
|**ORN**|$12.21|95|86% 🔥|1.8x|$11.62|$12.39|$11.33|$13.30|
|**NESR**|$20.41|95|98% 🔥|1.6x|$20.40|$21.54|$20.16|$22.62|
|**POWL**|$417.95|95|100% 🔥|1.6x|$415.89|$442.74|$412.98|$517.48|
|**MATX**|$158.94|90|83% 🔥|1.3x|$157.78|$162.38|$153.49|$178.54|
|**NVMI**|$460.91|90|25% ✅|1.0x|$452.03|$467.23|$419.42|$477.69|
|**LCII**|$147.18|90|87% 🔥|1.2x|$147.18|$152.07|$147.09|$164.02|
|**RPID**|$4.12|90|95% 🔥|1.1x|$4.12|$4.95|$3.68|$5.49|
|**MODG**|$15.60|90|89% 🔥|1.3x|$15.46|$15.83|$14.11|$16.77|
|**KGC**|$37.16|90|21% ✅|0.9x|$36.19|$37.74|$34.78|$41.92|
|**BA**|$252.15|90|34% ✅|0.9x|$248.59|$256.02|$234.80|$257.96|
|**TTI**|$11.29|90|81% 🔥|1.2x|$11.10|$11.48|$10.97|$13.78|
|**DNLI**|$20.25|90|88% 🔥|1.4x|$19.56|$20.95|$19.03|$22.19|
|**NEM**|$124.31|90|22% ✅|1.0x|$119.82|$124.90|$117.10|$132.72|
|**VRTX**|$468.41|90|28% ✅|1.0x|$464.79|$482.95|$452.63|$497.03|
|**PBYI**|$6.42|90|100% 🔥|1.4x|$6.08|$6.48|$5.72|$7.13|
|**CMPX**|$5.90|90|91% 🔥|1.0x|$5.79|$6.50|$5.85|$7.91|
|**CGEM**|$12.50|90|91% 🔥|1.0x|$12.07|$12.87|$10.83|$15.13|
|**FNV**|$255.75|85|3% ✅|1.8x|$253.94|$263.23|$239.68|$264.14|
|**MRAM**|$14.15|85|67% ✅|1.9x|$13.00|$15.41|$11.00|$15.36|
|**KNX**|$56.95|85|6% ✅|1.8x|$55.26|$57.84|$55.99|$60.97|
|**UPWK**|$22.11|85|14% ✅|1.5x|$20.93|$22.35|$19.87|$22.47|
https://preview.redd.it/7xfj9yrtncfg1.png?width=1936&format=png&auto=webp&s=46b24681f8d1e98264cd1c9f43d20513cc6f932e
https://preview.redd.it/onttawhuncfg1.png?width=1936&format=png&auto=webp&s=b78cff3f0640dcdbe3c7142caae10889b322bdc8
https://preview.redd.it/7215r87vncfg1.png?width=1936&format=png&auto=webp&s=099748a6cb6c6cc4fb5955273d50591d5b6c4084
# 🛡️ The Inclusion Criteria (The Filter)
To even appear on this "Supernova" list, every ticker here had to pass our separate, intensive **Gemini\_Adaptive\_Ensemble\_V10.2** simulation.
* **The Simulation:** We trained 10-40 adaptive neural network models per stock and ran thousands of Monte Carlo projected paths.
* **The Threshold:** **Only stocks that showed an 80% or greater "Win Rate" (probability of price increase) in those external simulations were included in this screen.**
# 🧠 The "AI Prob" in the Table (The Secondary Check)
The **"AI Prob"** you see listed in the table above is a **separate, internal calculation** specific to this report's Physics Engine (distinct from the inclusion simulation).
* **How it's calculated:** It uses a **Histogram-based Gradient Boosting Classifier** trained specifically on "Lift vs. Drag" physics metrics.
* **What it measures:** It calculates the probability that the current "Lift" (buying pressure efficiency) is sufficient to overcome "Drag" (selling resistance) for a >8% move in the next 30 days.
* *Think of it as a second opinion: The Ensemble Simulation got the stock on the list, and this Physics AI rates the current momentum quality.*
# 🧪 The Math & Physics Behind The Targets
1. **Gravity (Regression Line):** We calculate a 90-day linear regression line to find the stock's "center of gravity." This tells us the true trend direction, stripping away daily noise.
2. **Orbit (Volatility Channels):** The Buy/Sell targets are derived using **2-Standard Deviation Volatility Channels**.
* **Buy Zone (Floor):** Statistically, price rarely stays below this level for long. It's the "oversold" spring-load zone.
* **Sell Target (Ceiling):** This is the statistical "overextended" zone where gravity usually pulls price back.
3. **Lift vs. Drag (Efficiency):** We measure how much volume (fuel) is required to move the price. High efficiency (High Lift, Low Drag) means the stock is rising effortlessly.
**How to use:**
* **Buy Zone:** Ideal entry if price dips to this level.
* **Sell Target:** Statistical probable high for the timeframe.
* *Note: This is an automated algorithmic scan, not financial advice. Do your own DD.*

I agree. I am long MU. Would not touch sandisk.

Surprises MU wasn’t mentioned

You are just as guilty- glamorizing day trading but in your own, seemingly rational way.
What if that 1 trade doesn’t come within the fantasy time limit you envision? Say, “oh well” and close down the computer? Probably not. You’ll probably be glued to the screen. There’s nothing wrong with spending 6 hours at the screen. Most people spend an hour of commute, and hour of getting ready, 8 hours at work, and probably more.
I roll out of bed and confirm the leaders of the market, or just keep yesterday’s leaders on my screens, and wait for the setups.
I feel the same as you- I “should “ be done after an hour or so, especially after a profitable trade. However that is its own demon. You know you could trade more, and if you are already profitable, then all it takes is waiting for an A+ setup to make a little more, or a lot more.
Yesterday AGQ moved $15 in one easy to capture move. The day before it moved $10 in 20 minutes in a super clean bullish structure. SNDK moved a massive amount, as did MU. Those moves are always there, just with different symbols.
Yesterday I made over 2% of my account in the first 30 minutes and emotionally I was done for the week. But I kept watching the charts. More opportunities appeared. However I didn’t take them because I felt like I was done. That’s emotion creeping back in, even though it was from a positive perspective.
Emotion needs to be cut out regardless of the circumstances. I could have made 8% yesterday if I just got out of my own way, and all without fomo. What else was I going to do with my day? I ask because trading offers more free time. There was the gym, and..what else? Go on a walk? What am I supposed to envision? Whatever it is, I need access to my computer and strong internet practically every day.