MU
Micron Technology, Inc.
stock NASDAQ

True, but it's only in the last year and a half that they've been acquiring smaller companies, which short term hurt the stock price. However, the long game should prove to be positive because of all the acquisitions. I don't expect much this week with their earnings report, but every company of late that's reported better than expected earnings had a down day.
The one that I'm kicking myself for not buying last April was MU. 70 in April, still could have pulled the trigger in August at 115, but I've only so much sideline cash, and they really weren't on my radar.

MU and TSM

FAT FUCKING MU V
OWNING ANYTHING BUT MEMORY IS A SIGN OF MENTAL RETARDATION

Load up on MU everyone

MU HODL $400

DESPITE ALL LOGIC AND REASON
LET MU OPEN $430
PLEASE MM PLEASE

I got 420 MU and 280 WDC and I’m cutting them both at break even if I ever get the chance

Na it's impressive to trade during such tumultuous times, you'll print good indeed even if the situation resolves a little. I'm just holding some mags, NBIS and HOOD, as well as some uncovered MU for upside (india news should get it pumping if sentiment isn't terrible?)

AMD saw an explosion since the news on their deal with OpenAI broke out in last Oct, with several gap-ups and quite a few days with outsized intraday move on elevated realized volatility. Then very recently it had a similar news with META which triggered another overnight jump, yet before that it crushed from its recent peak following ER. Overall, your gains are too concentrated in the recent, somewhat erratic episode for this ticker. If your strategy is long-biased during this period, it’s not surprising that you see a “structural break” in its performance, but unless you expect the break to be permanent - which you can test only with more data available after a while - you should be wary of the sharp contrast with the previous poor performance (with 80% mdd like can you really stomach that). And if you have “tuned” your model to arrive at the perf figures, you almost certainly have overfitted your strategy to the news - and the gap between the performance would be an evidence.
Some simple explorations to consider: what is your strategy’s performance conditional on volatility? Overnight gaps? Around and away from the recent notable events? Market betas? What about long/short P&L distributions? Serial correlation in the returns? How about benchmarking against buy-and-hold? And if you want more adventures, try something in the spirit of transfer learning. Does your strategy work for similar tickers with the current params and without tuning? Like MU and SNDK? Before and after they take off on memory crunch news? These will help you better understand whether your strategy really works to extract alpha.

U dont think middle east gon fuck MU up toov

MU calls at the bottom this week + relief rally after this is over + earnings
JUICY

Fuck oil and gold. Those gains are temporary. I'm piling into MU and tech.

I opened NVDA calls, but also opened RTX and LHX calls. Already long KTOS ONDS PKE and CNX. Mostly worried about my SNDK MU LITE AAOI... Guess we'll see tomorrow...

Sorry, you've never swing traded. My neighbor turned me onto it. I've made roughly $ 27K YTD off CRWV, RKLB, RDDT, ANET, TSLA, GOOG, MU, AAPL, and AMD. I've been conservative, too. My core holding gains pale in comparison to the gains I've made from swing trades. If I were more aggressive, I could have made 5X that...easily. I try not to gamble though.

Although I wanted to do a bit of a gamble, I ended up with blue chip stocks as usual:
Asml - almost a monopoly, no semiconductors without their photolithography exist.
Tscm - largest foundry, over 55% market share
Nvidia - gpu market share 80%
Google - the spread of their services is very diverse. I had Google for a long time it’s not part of my ai “gamble”
I will have a look at companies that you have listed, not sure what Reddit does in your list though
I have long term msft and Amazon. Really wanted to buy MU, but decided to add to nvidia instead.

MU has already risen too much and the end of the cycle may come soon. Right?

MU

$MU. That’s all.

Overview
Micron (MU) stock shows strong analyst "Buy" ratings driven by massive demand for its AI-focused memory chips, with significant revenue growth and high-bandwidth memory (HBM) supply sold out for 2026, suggesting a positive outlook, though some analysts note valuation concerns after recent gains and potential overvaluation in the short-term. While many see strong long-term potential in the booming AI market, others caution about potential near-term volatility or overvaluation, making it a potentially strong but volatile investment depending on AI infrastructure spending trends.

Yep, Im not big on NVDA being the #1 holding, they overweight it a little while SOXX has MU which I prefer.