MU
Micron Technology, Inc.
stock NASDAQ

MU next mag7?

So that's why MU has been mooning.

MU

LOL Intel buyers thought they were onto some MU level rebound

:-/
And "mini" and "SanDisk-lite" is how much percent? 30%, like, you, MU?
We aren't even getting 200% in 6 months, which would be a fifth of what SanDisk did and which I would consider a -lite version.
200% in five years? Sure. That's why most of my portfolio is AMD.

> Earlier in the call, Zinsner noted how the company is also experiencing the effects of other component shortages, saying that they could limit Intel’s client revenue this year. All of this is happening because of the ongoing AI data center boom, according to the CFO.
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> “Over the last several months, industry-wide supply for key components like DRAM [memory], NAND [storage] and substrates [have] come under increasing pressure due to intense demand to support the rapid expansion of AI infrastructure,” he said.
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My God, this is bullish af for SNDK and MU

Hang out at a MU or SNDK employee parking lot

Well I’m ready to get into it. Feeling good after MU went up 600%

Bro keep that SOXQ in there , you can VOO and chill or VT and chill a good portion of your portfolio but those semis ain't going away anytime soon or long-term and that ETF will rebalance itself so you're good to hold long term. Nvidia, AMD, MU...
Nothing wrong with some sector plays for smaller allocations

MU

AVGO or MU?

Bro I closed an MU 365C yesterday Tuesday morning for a $1k gain. I’m a profit taking machine aka a total pussy.

I'd worry about 1/29.  If they hit $5+ eps they are still 20x forward PE on a formerly cyclical stock.  (20 x $5 x 4).  If it hits.  Awesome.  The better asymmetric risk is MU at only 12x forward.  Not sure why SNDK is so high.  Hope they kill it so MU gets the bump.

I wonder what happens to SNDK after earnings next week. Maybe a similar drop up to earnings as with MU last month and then a pump? 🤔🤔

theyre another player in the RAM storage space. cheaper than MU and Sandisk right now but their demand is up and up!

MU is never going away. One day you will see 1000

MU Gains

MU up tmr  plz 

I thought they were overvalued too when MU just crossed the $200 line and when SNDK hit $240.
When SNDK dropped to the 190s I got spooked and thought it would go down more.
Point it, when you see value, dont let volatility spook you too much. Know when theres a demand for DRAM and theres a short supply, take advantage. I dont see any significant drawbacks until at least summer. So, ride the wave. Put $ according to your risk tolerance.

Curious to your thoughts on SNDK, MU, STX, and WDC. I do think they are great companies, but I have been hesitant on pulling the trigger right now since it just feels like they are so overpriced, I was going to wait for some form of a correction, what are your thoughts on these?