MU
Micron Technology, Inc.
stock NASDAQ

MU.

Wasn't by myself. I found a few guys on stocktwits who were sharing thesis' that intrigued me. (Stocktwits is 99% dogshit and scammers, bulllshitters, people who have no clue how to tie their shoes on their own. Any big name on stocktwits is full of misinfo. But MU forum was good before it got really big last year.) And their theories made sense.
Of course back then, and still now, everyone was screaming cyclical. But the memory bottleneck theory really sold me. Only 3 companies on the planet making this absolutely essential product needed for the AI rip. I don't care if AI is bullshit or not. They needed memory to push it. MU seemed like they were stepping into an era of consistent high volume demand. Stepping into a supercycle. The last two earnings has helped confirm that. It wasn't my own idea though. Kinda lucky really. Feel a little blessed. But it required high conviction too.
The memory demand bottleneck was there. And the profits they were making. Combined with the surge in profits from Sk Hynix and Samsung. Everything needs memory. The demand is there. The fundamentals. The technicals on the charts as it was reclaiming all its major EMAs. Doing a golden cross of sorts indicating a possible big shift in sentiment. Everything was really lining up to me. But I had help putting it together. Im still noobish. Put my literally last $1500 bucks in. And cant even believe where im at now. Made lots on 6 month Jan 2026 calls from sep to dec and caught many short term gambles in between too. Caught dec to early Feb too. I still think it had a lot of room to run.
There's only 2 bear theories. AI bubble go pop hehehe. And yea, MU doin good now. But it won't last!! I mean yea, of course it cant last forever. This doesnt disprove its current state. Demand is still there and real. Samsung just raised DRAM prices again. Its still going. its not done yet. I believe earnings coming up in a couple weeks will be great again and confirm again.
It looks "bad" now, as it has been chopping the last 7 weeks. But its really mostly flat. Accumulation phase for next leg up. All major supports comfortably held. Charts look great. I think it would've shot off already if not for Iran. I think it'll be 600 by summer. Thanks though! Hope you're making money too!

Learn one stock's pattern and only trade that stock. Helps if it is rated "strong buy" by Zacks with future price much higher. MU and WMT are pretty predictable.

Besides the big ones. I like VRT and MU. They have done me well. PLTR has taken a hit but over the next few years it will return 10-fold by 2030!

BTC up more than MU.  What?  

NVDA is back in fashion as a scarce infrastructure asset with pricing power (along with AMD, TSMC, MU etc).
No crying in the casino when it goes into the mid 200s and you aren’t on board.

I full ported MU in december, we chilling

South Korea gets a lot of their LNG from Russia and Russia just lost an LNG carrier. They also get a lot of their oil and LNG via the Strait of Hormuz. South Korea's energy imports are at serious risk right now.
Sell Hynix, buy MU.

If you had to choose between MU ans MSFT, which of the two stocks will reach $500 share first?
MU has earnings coming up and sounds poised to deliver great results, but both mircosoft and nvidia fell after reporting excellent numbers.

I'm thinking it'll be a great ride into 2027. Demand will ease up. But im even more conservative than that really. Im unreasonably bullish through summer 2026. Im not married to it. I love MU though. It has changed my life. Been buying long calls on it since 115. I'll be long gone way before then

!banbet MU 450 16d

MU needs to go to 420 min!!!

MU $500 call 03/20

MU 🐄

Micron MU

Note sure what you're talking about, but the MU dump had way more to do with Korea's margin unwind and market dump. They're huge into the memory trade given Samsung and SK.

at least you didn't stop loading up 200k on MU when it was at 170 the day before earnings because "memory is cyclical" just to miss you chance to hit 1 mill. Literally bought 1 share to test the transaction and then didn't follow through on the rest. Same with silver at while in the 30's. Instead, did FOMO and lost 50k on dips. Sigh, went full dumb.

Before you look at fundamentals you have to understand business. Do you understand NVDA?
Why 40% revenue growth in a year in 2026, 2027 is highly likely and what risks are. No, not googling or asking AI, but reading quarterly fillings and earning calls. Yes you would benefit if you would do that. And this is not NVDA reports only, but sector in general: consumers, suppliers, competitors.
You mentioned the DeepSeek moment ... well you should really check what is going on. NVDA just purchased business for inference with lower RAM consumption (Groq). This is their goal to reduce hardware usage!
Did you see what is going on with RAM prices (Check the MU stock)? Like where have you been for last year really?
This is so basic homework and I will say ... no, I better do not tell anything more. No offence, from 1 to 5, how would you rate your research?

!banbet MU 450 2w

SNDK and MU ridiculously low PE