MU
Micron Technology, Inc.
stock NASDAQ

Where were you last week when MU was hovering around 350

So true lol. Nvidia market cap went parabolic from 300 billion in 2022 to 5 trillion in 2025. And was known as a gamers paradise before that. MU just exited crucial brand and is labeled themselves no longer a gamers paradise lol. So if you put 2+2 together the writing is on the wall!

MU management came out pretty fast to deny the rumours last (?) week. I hope AMD does the same. But sadly I doubt it, AMD has a habit of not defending against short attacks like this (and that's why they happen again and again....)

I don't know if now is the time for Goog or MSFT, yes they are down, but for good reason. Capex increases are going to kill the EPS going forward, (atleast for the next few years with the AI data center buildout). Goog has already gone up a lot and is fairly priced now.
NFLX should bounce back fairly soon.
Better plays right now are in the companies selling the pitchforks. Like MU.

$MU to $450+ this week

AVGO. But full disclosure, I hold both. Been selling MU on rips and buying AVGO on dips. Not sure how long the whole memory shortage will rebalance, but I’m sure the big boys will know before I do.

My portfolio consists of $106,575 invested in two stocks: Immunitybio (IBRX) and Micron (MU), with 73% in IBRX and 27% in MU.
Why? There are really only three companies producing memory at the scale needed by AI datacenters, and Micron is one of them. They recently shifted their focus to producing memory for AI, foregoing production for consumers. I've made money already and expect to make more as the price reaches $400-$500.
I expect IBRX to rocket from $6 to $24 or more if one or more of the following catalysts occur:
* EU EMA approval for its anti-cancer drug Aptivka, expected as soon as this week
* a positive earnings report next month that shows increased revenue, increased Saudi Arabian investment, or both
* approval from the US FDA to market Aptivka for a second type of bladder cancer

May as well cash in on the AI buildout while dat shit lasts, I figure at least for a few more months. So, NVDA (after they crush earnings and dip 9%), MU. Rare earths and metals as a hedge.

MU, TSM, WDC.

Not a fan of Avago's business model, so I'd say MU based on that alone.

Safest is MSFT. MU is a good choice short term, however it's very volatile.

MU and SnDK forever

If you choose MU, you have to take gains. Memory is a commodity. And the market *can* and *will* reprice it when the capital equipment companies catch up with demand. No one knows when the market will flip that switch, so just make sure you’re disciplined. No use letting a good bet turn into a bad one.

I’m looking to open a new position in the semiconductor space and I’m stuck between Micron (MU) and Broadcom (AVGO).
​Both have been absolute monsters lately, but they feel like two completely different animals:
​The Case for Micron: It feels like the high-octane way to play the AI supercycle. If you believe the world is going to have an insatiable thirst for memory (HBM) for the next few years, MU seems like the obvious choice for explosive growth, even if it comes with that "cyclical" roller coaster.
​The Case for Broadcom: This feels more like the "Sleep Well At Night." They’ve got their hands in everything—networking, custom AI chips, and massive enterprise software. It’s less of a pure gamble on one sector and more of a bet on the entire infrastructure of the future.
​If you had to pick one to hold through 2027, where is your money going and why?

Disagree. MU is approaching earnings and recent investor meeting last week confirmed they underestimated their projections. MU is nowhere close to being done. SPY might cause downturns but still great investment opportunity 

The only thing I could think of is that SK, Samsung, and MU all underestimated demand. I think they thought demand was going to be gradual over a 5 year span. We are looking at demand being crunched into 2 years. From now until the end of FY2027, these three along with the smaller memory chips like SNDK, WDC, and STX are going to reap in huge amount of cash as AI data centers need to be online asap. META, MSFT, AMZN, and GOOG are not paying $600B to be the last one to have their AI system operable. That means they will likely pay 2-3x above fair value on these memory chips to be first.

This is where retail shareholders become poor. Buy low and sell high. IREN is low and MU is near its all time high.
I think you’d be very ill advised to sell IREN now.
IREN stock has not performed at all since the beginning of the year and is very inexpensive right now comparatively to its historical numbers and it’s about to announce a major hyperscaler deal for 1.4 GE Sweetwater 1. Thanks massive
In other words, it’s due for a major price increase. It’s already cheap. You’d be getting rid of it right before the rise. APLD for example by contrast has gone up a lot since the beginning of the year whereas IREN has not.

MU 500c 😭

Smart! Man. I got caught in deep seek and liberation back to back with 3,000-4,000 shares. It’s on me because I knew where we were headed but I had received false information from my (ex) accountant on the rules of a wash sale. I wish I’d known then what I know now because I’d have done the same. Had I not held through the drawdown I wanted to buy AVGO, MU and of course NVDA. By the time I wanted to buy MU I was nervous of another draw down and you know the story from there. Some of my buddies said their funds lost tens if not hundreds of millions on margin calls and forced liquidations. What irritates me about that situation is how quickly everything bounced back and took off, only to see the tariffs never really came into effect.

I did too. I remember when ppl were scrambling to find next AI play in late 23 early 24 and going to energy, miners etc i went with MU but did not have any massive runs until now. I can’t find any logic why it didn’t happen until now.