MU
Micron Technology, Inc.
stock NASDAQ

The market probably thinks the trend is gonna end soon and MU and SNDK is not gonna be able to price their products with high margins, which is why their expected earnings are trading at a discount relative to their peers

**Premarket**
The indices are solidly red this morning with the Nasdaq being down .50% and the S&P down .45% with the VIX up 1.30 to 22.46.   AMD is set to open down almost 2% to near 198, with NVDA and MU down \~.80%.  
With the sharp rise in tech yesterday coupled with the softness in the open, we could easily see AMD retrace 50% of their gains yesterday.  I want to note that AMD closed last week at the 200.21 mark so a close above that this week is a win.  NVDA closed last week at 177.19 so is well positioned to have a positive week and MU closed last week at 412.31 so has some work to do to reach that level for a positive close this week.  I remain positive on the markets this week and anticipate we can end the week positive.  The VIX remains WAY too high and for my hoped for scenario to materialize we may well need to see the VIX closer to 20 than the 22-23 range I am seeing this morning as it continues to trend lower, slowly.
AVGO reported last night with a beat and raise with their outlook being very positive, leading the stock to be up nearly 6% this morning with strong AI sales and growing.
The overall futures have deteriorated in the past 2-3 hours ahead of the open, to force a dip so let’s do this thing and see if and when the indices can move into positive territory for the day.  I expect them to do so, but am not expecting a strong day, but do expect some follow through from yesterday's move.

$MU
GET YOUR ASS BACK UP YOU DIRTY WHORE

imma just need one more MU flash crash before earnings pls

most interesting thing here is MU at 9.11% basically matching NVDA at 9.20%. a year ago nvda was probably 20%+ of this fund. i moved about half my smh position into individual semis back in late 2024 specifically because of that concentration risk, bought ASML and TSM directly. down maybe 11% on the swap overall but at least i control the weights now.
for a 2030 hold id be careful with the tipranks targets tho. those etf consensus numbers basically just aggregate indivdual stock price targets which assume everything goes right for every holding simultaneously. not really how semis work when TSM and NVDA are competing for the same capex dollars

MU reporting earning in 2 weeks, take calls before its too late

How the hell am I up 33% YTD when I’m mostly in semis then? I have avoided the very end of the value chain though, mostly buying things like AMD, MU, TSM, ASML etc.

Yes you are right. It rebalances every quarter I think, since MU has been a winner lately, it has more exposure

Very high MU activity for this time of night, I assume it will rip along with AVGO tomorrow

MU GLW TSM NFLX INTU

MU

MU

Does anyone think the memory stocks like $MU, $WDC, and $SNDK are really overvalued and reaching fomo levels or is it still a valid entry?

MU and AMZN

MU and NVDA

- AI: CIFR, VRT, MU, NVDA
- Cyber: CRWD
- Fintech: HOOD
- Space: RKLB
- Affordability for mid term elections: RKT
- Robotaxis: UBER

Right now Sandisk and MU are my 2 stock picks. Been little rocky lately but I believe!

im buying all MU dips

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!