MU
Micron Technology, Inc.
stock NASDAQ

YOLOed most of my porrfolio.into MU last week, have a smaller postion in RKLB too. I say it's good, I'm expecting to sell MU after some signs of demand slowing down by the end of the year.

I only deposited 7k in each year 2023,2024, and 25. I just happened to do a 401k to roth ira conversion in 2024 for about 48k to max out the tax bracket and in 2025 I did a 401k to roth conversion for 88k because I was leaving this company just didn't know I'd end up retiring pretty young. The 21k cash I had built it up to about 40k by swing trading and just taking advantage of price disconnects, nothing really exciting actually. I just knew it was "roth" money so I was pretty conservative in my plays. Once my 1st conversion hit I then had about 70k to play with. Got into some nvidia before it went bonkers although it wasn't still cheap. I wasn't up a lot, still being very conservative with position sizing etc to protect roth capital. By then I had 40k invested at the time with 30k collecting a risk free 5% while I waited. Well my 40k invested ended up 3x because Nvidia and I bought Amd when it was 60 it went up to about 155 and I sold. I had about 230 in my roth when the 88k conversion hit with only a couple positions active. Most was in cash at this point. So I just waited for an opportunity and Liberation day came and I had a watch list so I deployed a good amount then on a few companies I liked. A couple I held long term but I got into Meli for about 25 shares and with month they went up 900 a share so I sold immediately and also bought Tesla at around 210 if I remember right but I still have those shares today. Anyways my port was almost 80% cash so I decided to make a list of my top picks and the top 15 I put all but 10% into and did real good. I was pretty new to options but I did a bunch of research and had bought and sold them before but at this point I had so much available cash I decided to load into my picks because everything had recently went down a lot. I had some Micron options that paid off more than all my stocks combined. I remember one day my balance was around 340k then shortly after my favs started to roll, Vertiv I loved a lot it was 51-55 for my buys, Tsmc was at 162ish a share, MU in the 60s, I was selling cash secured puts on Google because of the court case then ended up getting assigned twice at around 151 a share on avg., UNH had just dropped to 240-250 range and I loved them. I also had lrcx and asml. But only bought options on my favorite 5 which was UNH, MU, Vrt, Tsm, and leaps on Goog because the court case was coming close and I thought it could possibly go down if there was a bad ruling. To be honest I just had dumb luck that my roth conversion money had just came in at about the perfect time that gave me the chance to take a gamble on these positions because I felt like if my options expired worthless Nvidia was just going up non stop that it was like a free roll. Turns out it just happened to be the literal best time in the last 10 years to buy some of these companies and I went from that to after selling a few Vrt contracts and some Nvidia shares after it went crazy I had 7 figures in my account. So from there I trimmed shares of Vertiv at around 3x my buy price. I also had bought the dip on Nvo at around 48 I believe it was. I bought 3 income stocks, 2 being REITs O and Vici. Then I felt like I was free rolling because Vrt did so well and I've never had an option go up 5 digit %s. But ya at that point I knew I was not going back to work as my acct hit 1.6 and still growing. I started to trim some winners and rotate them into some defensive higher yield plays because I didn't want much risk at that point but kept some of my original positions I loved like Micron, Unh, Google, and Nu holdings. I ended up making more in those trades than I did if I would of worked for another 10 years. So I just started learning more and not taking much risk unless it was a position I bought back then. I still have positions in Nvo, Goog, MU, O, and my losing pick Vici-which I recently added a good chunk of shares to bc it pays a 6.5% dividend and its undervalued by 30%+. It's going to beat the SP500 this year I feel pretty good about. But yea thats how it happened for me, 1 good couple weeks of picks and everything changed for me. I got very lucky thats for sure and it was just perfect timing for my conversion $ to come in so I could make some buys otherwise I probably wouldn't of. If anything I learned that's why it's ok to sit in cash until the pitch comes to you. That being invested at all times is for the birds. Even rt now I'm 40% in cash just adding on dips and keeping a very defensive high yield portfolio. I did just buy Msft, Amzn, and Meta on Thursday bc they seemed pretty cheap. I also added Netflix a couple days ago at 82.44. I also bought more Vici at 27.82 and more at 28.12. Those are my new "growth" plays lol. Also added VZ bc its so cheap with a 7% dividend and OTC couche tard which I never sold from last year when I bought at 49 and 51.99 a share. They own all the Circle KS globally and do big share buybacks, it's a serial compounder. I figured I bought some mag7 companies so I needed to offset it with high yield and more OTCanctf. Anyways thats a book-have a good one bud.

"$350 Put to land shares" (Cash-Secured Put) 
If you are selling (writing) a $350 put to acquire shares, this is known as a **Cash-Secured Put**. 
* **How it works:** You sell a put with a $350 strike. You collect a premium upfront.
* **If MU stays above $350:** You keep the premium as profit.
* **If MU drops below $350:** You are obligated to buy 100 shares at $350 per share, regardless of how low the price goes.
* **"Safety" Factor:** This is often considered a "safer" way to buy stock because the premium received lowers your break-even price (effective purchase price). However, if the stock crashes far below $350, you are still required to buy at $350, incurring a large paper loss, similar to owning it from $350. 
3. Options vs. Holding (MU)
* **Holding Stock:** You retain ownership regardless of price, receive potential dividends, and have no expiration date (risk of permanent loss if company fails).
* **Options:** You have no ownership rights, no dividends, and high volatility. Options are generally riskier for beginners because of the need to be correct on both direction and timing. 
**Conclusion:** Buying a put is a way to hedge or speculate on a drop, while selling a put is a way to acquire shares at a discount. Both involve high risks related to volatility and expiration that do not exist with outright stock ownership. 

I probably own more MU than you do 😆

I remember buying MU when it was below 7 P/E and people said it was normal because memory is a commodity.
I don't know how to make myself buy stocks like these when I have them mentally anchored at 10% of what they trade at now.

You'd have made more just buying AMD or MU

I wish I played an options bet for 6 months out last earnings. I bought shares at $232. Sold for $1k profit. Ive been burnt on MU before so I was super hesitant to dip more than my toes in

MU or SNDK?

I have been investing in LEAPS for at least 8 years now. I usually pick a high growth stock and a strike price close to the current price as long as the premium is not too high. I always go the furthest out so I can get an expiration usually more than 2 years. Then I sit back and wait. If you can pick a stock that is at the beginning of it's high growth phase you can easily have 1,000% plus gains. For instance I bought 10 Call contracts in Micron (MU) LEAPS in November 2024 with a strike price at $130 and December 2026 expiration. I think the stock was trading about $100. Cost me $19.70 each ($19,760) Today they are at $277.95. Yup. I'm up 258K or 1308%. I fully expect the stock to be at $500 in 2026 and I will then be looking at huge gain. LEAPS give you huge financial leverage. That is what their main benefit is. Do your research and pick companies that are expected to grow sales and profits significantly. Most of the MAG 7 are also no brainers. Another thing that I will mention is when the stock splits so do the options. Also if you hold for more than one year in a taxable account you pay LTCG taxes. If I were going to buy Call LEAPS on one stock right now it would be Broadcom (AVGO). It's an excellent company that has been beaten back unjustly in the last 2 months. I already have them with a December 2026 experation and am still up 416% even with the pull back. Just my 2 cents.

MU, space X, TSLA are the most promising stocks of 2026

MU will be an $800+ per share stock by EOY

MU 157K in Shares

Im shocked, I am unfamiliar with most of these companies. Surprised to not see MU, NVDA, TSLA. I would try cross-checking theses with each AI model. make sure you understand the risks of investing in each of these

I have my portfolio split between growth and generating income (dividend growth/yield). My core income-generating ETFs are SCHD, VYMI, SPYI, BTCI, and BLOX. My individual stock holdings:
Dividend/Distribution Yield: CVX, ET, EPD, WES, O, MO, BTI, PFE, and BMY.
Dividend/Distribution Growth: NEE, SO, GILD, MRK, WM, WMT, KO, PEP, CNQ, EOG, AVGO, GOOGL, PAAS, MARUY, LMT, RTX, GD, DRS, ISMAY, and BAESY.
EDIT: Here’s my growth holdings: SCHG, AMZN, NVDA, MU, AVAV, KTOS, and RKLB.
Commodities: GLDM and IBIT.

I did the same for Nvidia and MU...

This is just anchor bias, the fundamentals are becoming insanely good, I have a CB of 294$ and will potentially add more if we get any drops but MU could easily see 800-1000 by the end of year

MU

I just bought more shares. I would get some LEAPs, but I spent some capital on AMZN LEAPs and MU shares + call option spreads expiring July and Sept.

Yes and no.  Smart investors know SNDK is more NAND.  But others might just see "memory" and panic.  I have long calls and shares in MU so I will weather it, and hold because i believe MU will report and see a parabolic increase.  I hope you're right.  I also hope no one loses money on these trades.  Both are honestly once in a few year opportunity.   

Buy MU calls at the money. It’s spendy but high rate of success. Shit keeps flying