MU
Micron Technology, Inc.
stock NASDAQ

How about RKLB or NBIS?
In your list, I like ASTS (long term growth). If you only focus on the next few years, MU is a good pick but you need to set the clock and remember to sell. It will end up dropping sharply when supply catches up.

Better to funnel that Google money to MU and SNDK
If you want to make the most money, buying multi trillion dollar cap companies is not the move.

My portfolio is 46% SNDK, 38% MU, 13% GOOG, 6% cash
I’m down 13% since the 3rd, it looks and feels way worse.
I’m still gonna hold and wait this all out, screw it.

I also leveraged MU and SNDK but with 2027 calls? What’s wrong with that?

With that timeline, MU seems like the safest bet to see some gains, but it won't be explosive.
What's your risk tolerance like, and are you wanting to check in on the investment frequently?

Thanks for the advices! Sometimes I set stop loss orders but it's rarely. In this case for MU I felt pretty confident and also wanted all the possible profits imaginable. I also fight with FOMO impulses from time to time and am stuck to the phone during active hours for sure. I need to consider a take profit and stop loss orders as I catch myself more actively trading than investing. But not day trading - more of a buy and sell after a couple of days or after a week-type.

I've made 22% since January 1st, on a $140k portfolio. Went from $141k to $172k in 5 weeks. . Made it daytrading. MU, LLY, SMCI, TSM, Apple. Couple others.
Bought KO a few days ago, waiting for the earnings call. I don't get greedy, I don't gamble on options. This isn't a get rich quick scheme. I focus on making a couple percent a week. £2k-$3k adds up. Made almost $10k in one day with the SMCI gamble.
Waiting to see how far this drop will continue, especially the tech stocks. I don't hold anything long with this current administration. After I sell KO next week, I'll probably sit in cash to see how things shake out over the rest of the month.

Puts on MSTR > MU stock > whatever ORCL is doing

I bet all of them will cut capex in the next Q. That’s what the markets are betting on. That’s why AI suppliers tanked too
AMD, MU, QCOM, Oracle all fell hard this week. I believe the market doesn’t believe capex numbers will materialize

Below 100,000 you should be in ETFs and value averaging. The best etf returns and many 20-30% YTY were when I never even knew of downturns, the worst losses were when I tried to time or to panic sell. Then take this bear, did I panic sell silver, gold Sandisk> nope bought more Sandisk. And diversified past year, into defence, banks, insurance etc. but start by getting a cnbc subscription, a YouTube premium annual subscription. Watch fast money mad money. Buy Jim Cramer;s two books. Focus on ETFs initially and once you understand most tech words, and market forces, diversify and play with stocks. Now. Volatility aside ore liberation day, when I sold before, I was 70 % YTY growth for 5 years. So the primary advice I have is to invest I grow in knowledge not stocks, as lack of knowledge can get someone to lose 90% overnight with bad news. Invest in cnbc, YouTube (to get the add free videos). Get Cramer;a two last books and the 2025 launched one, and go for purebred performers in different sectors, own MU Sandisk, maybe Reddit, Rheinmetall, Goldman Citi, Santander (140% in a year??), Corning, imax, solstice, vertix, a little Nvidia (sold thousands of shares at the top once got it flatlined). Pulse seismic, manulife, Cameco, rare earths, A good energy, Franklin gold, SLV,platinum, Google, etc. as you can see, it varies with assets, below 100k makes sense to get a few sector ETFs. Above 10pm you can play with 10-20k per asset. Oh Planet Labs, unique niche satellite imagery etc.

Not just these. The whole semi space. Those 10s of billions of capex is going into the coffers of NVDA, AVGO, MU etc. I've no idea why the semi stocks are tanking. The AI models running these trades are really dumb ;-)

Same shit happened to me. Bought the initial MU dip on Tuesday, sold at the top of the bounce for a quick profit, bought the next dip, was up a little when the market closed and considered closing but thought that it would bounce more... needless to say, Wednesday morning was a painful surprise that wiped out all gains and a lot of my starting capital. Time to be a gay bear for a couple weeks and make the losses back lol.

But their forward PE is dependent on memory keeping these outlandish prices. It's not like they'll get extra capacity online to increase revenue.
Will memory prices remain high, probably yes because it's a cartel, but if there's any instability on the prices MU will be hit hard

MU will be at $800 end of year. Next big jump after earnings when they announce they sold out into 2028. But, when memory prices drop and production ramps, time to exit

 a read on MU / SNDK
Kospi has been dominated by SK Hynix

MU for a short term play; MSFT for the long term. ASTS could be in between.
Not a financial advice.

Buy MU. The demand for HBM is going to keep growing based on all the big capex plan from Mag seven.

Second this. MU will go up like a bull before we know it

Your MU calls r fuk, mine might work out

The problem is i dont know how much i should buy a day to DCA.
1% of portfolio assets sound good or go more aggressive?
I dont know how prolonged the overall market decline will be, but bullish long term on MU