MU
Micron Technology, Inc.
stock NASDAQ

Same thing happened to MU last earnings, got in at the dip and so glad I did

Some of the tech names that people talk about on this sub (like MSFT) are not doing well. The stuff that people don't talk about (like LITE) or only talked about well after the move has occurred (memory names like MU, SNDK) can't meet demand. There used to be so much more of a variety of names discussed on here years ago, now it's so heavily Mag 7 or "the names that people keep turning to when they don't want to buy Mag 7" (PYPL, down another 18% yesterday) or a couple of selected reddit speculative names that really haven't changed much in the last couple years.
I'm not concerned about an AI bubble popping, I am concerned about the magnitude of selling software on AI concerns having *some* degree of truth to it. It will get overdone, some names less impacted (or actually are beneficiaries - I added a little bit of NET yesterday) will get tossed out with the rest, etc - but why am I buying the dip in ADBE? Is that going to be another "but the buybacks!" thesis on here like PYPL has been for the last 3 years?
"Are you guys pulling out?"
Nope. I am further emphasizing "where the money is being spent", which as I've said before on here has worked a lot better over the last 2-3 years than betting on who is doing the spending.

I think the main issue is that it’s the 2nd or 3rd QE that claims that “things will be better with MI450 and 2027.” so the stock is only evaluated based on distant future revenues while other companies in the sector are making record numbers (NVDA, TMSC, ASML, MU, etc).

I hear you. It looks like it mostly is made up of top tech heavy holdings?
* **NVIDIA Corp. (NVDA)**: 22.50%**, Microsoft Corp. (MSFT)**: 18.43%**, Apple Inc. (AAPL)**: 18.03%, **Broadcom Inc. (AVGO)**: 8.38%**, Palantir Technologies Inc. (PLTR)**: 2.08%**, Advanced Micro Devices Inc. (AMD)**: 1.79%**, Oracle Corp. (ORCL)**: 1.68%**, Micron Technology Inc. (MU)**: 1.64%**, Cisco Systems Inc. (CSCO)**: 1.56%**, IBM Corp. (IBM)**: 1.42%

It looks like its a European ETF? I couldn't find it on Schwab or my normal looks like its under European guidelines? I am honestly not sure (new to this). Maybe if you just started investing recently, you can possibly start allocating to different ETF's but keep QVDE since it does have solid companies that can "tilt" tech and/or "diversify" your risk? There seems to be a lot of good options so you don't have to stress over this one sector? Totally up to you though. It is an interesting game for sure.
Hope all goes well for you! & thanks for sharing. 😃👍

I can see MU hitting $1,000 by end of this year, easily. MUU all the way lol

I hope they deliver because I do have some MU shares.

No glut on memory stocks
Just buy and hold
However I have a new thesis on $WDC
IMO they only ran up because they held 7.5mill SNDK shares, and they are rapidly losing market share + dominance due to their HAMRs delay
Buy SNDK MU STX

Calls on $MU $COHR and $LITE, maybe $HOOD can stay

Based on last twelve months:
TSM +66.72%, MU +364.17%, BABA +62.63%, WDC +504.01%, GM +78.28%, BIDU +56.20%, ASML +93.92%, DLTR +61.33%, DG +111.33%
Some of these have grown enough that they might no longer be considered value stocks, but they definitely were in Feb 2025.

I meant like SPY 1% move can mean like 3-4% in regular stocks, so if you are playing something high IV for short term like SNDK, MU, GLD, PYPL, and prob AMD tmrw, u'll get to make more IF you get it right. Even if you have 10 contracts in SPY basically, each contract changes less in value compared to individual stocks.

I’m balls deep into MU. So I hope this is true

https://preview.redd.it/yr2tlc0koehg1.png?width=1642&format=png&auto=webp&s=89cfe349c5898d80ba5491b76e90fe415b8b4e1f
🌍 **Market-Moving Themes**
🧠 **AI Reversal Setup**
AMD earnings confirm AI chip demand is accelerating, resetting sentiment for NVDA AVGO MU and the broader semi complex
📉 **Tech Shakeout Exhaustion**
Tuesday’s Nasdaq selloff looks like a leverage flush ahead of real earnings confirmation rather than a trend break
💰 **Inflation Hedge Resilience**
Gold and Silver rebound sharply, signaling investors are not abandoning inflation protection despite recent liquidation
👷 **Labor Market Stability**
Steady job openings and ADP data reinforce the no-landing narrative heading into Friday’s payrolls
🏦 **Fed Noise Returns**
Lisa Cook remarks late in the day could reintroduce rate volatility after markets ignored recent Fed warnings
📊 **Key U.S. Economic Data Wednesday Feb 4 ET**
**8:15 AM**
* ADP employment Jan: **45,000**
**9:45 AM**
* S&P final U.S. services PMI Jan: **52.5**
**10:00 AM**
* ISM services Jan: **53.5%**
**6:30 PM**
* Fed Governor Lisa Cook speaks
⚠️ *For informational purposes only. Not financial advice.*
📌 **#SPY #SPX #AMD #NVDA #AI #ISM #ADP #Macro #Earnings #Stocks #Options**

I’m bullish in short term. Margins are exploding, next earnings is guiding around 19billion. This was almost a full year revenue just a couple years back. As we approach earnings MU may reach 500, and possibly go further after. Forward PE is still around 12.

I have 100,000 in my brokerage account and I put half into AAPL, and another into GOOGL. Tried to allocate them in SNDK or MU but can't sleep well at night. Now I don't even need to think about my portfolio at all

yup, but short term $MU will have a good bit of profit taking. 

AMD guided down due to a shrinking Gaming segment. Lisa Su stated that datacenter revenue will grow sequentially in Q1.
She said the Total Addressable Market (TAM) for PCs was shrinking because of "inflationary pressures of commodities pricing, including memory."
AMD’s inventory rose QoQ by $600m to $7.9bn, and practically all of it is in the WIP Inventory.
Couple this with what Jensen has mentioned, needing a lot of memory (HBM and DRAM), means AMD’s inventory being stuck in WIP is most likely because there is a chronic shortage of memory in the market.
What this fucking means is that all the memory stocks are undervalued as fuck since they are booked out to mid 2027 last MU earnings call.

I wanted MU. But have so much direct exposure to semis. I bought a bunch of CHPS etf. It’s got global names. MU is number 2 holding. The top 10 are really solid. Like ASML, KLAC, AMAT, etc.

The idiot gave his buddies a 25% dip in the NASDQ and we all got invited along for the ride. MU, AMD, GOOG, AVGO, and more of my new positions \*doubled\*. Unless ur advocating full time 100% investment… what are you on about?

MU you better be green .

that's nothing imagine buying MU leaps last summer. insane