MU
Micron Technology, Inc.
stockNASDAQ

unironically SNDK SKHY MU would be almost fine even if AI disappeared tomorrow. So cheap and ton of cash to do buybacks.

$400 investment buys you $1 in earnings. Long term that is not sustainable. This comment thread starts stating that this isn't 300 PE Cisco holding up the market, and the other commenter noted that Tesla very much has that valuation. Tesla is a long running symptom of cheap debt and hype. It may not be as concentrated on the time axis, but it is still a metric that doesn't make sense. I'd also note that some of the biggest players in the AI space either don't make money (infinite PE, or divide by 0 error) or have their PE based on future contracts, which makes it look more normal than it is. MU for example. Dot com valuations were justified until they weren't, and then everyone had hindsight. Same as it ever was.

AMD NVDA MU

I think, next year, SNDK and MU, yes. But are cyclical and no longterm plays. BE will recover but not as much. NBIS and CRWV will not recover next year as they are unprofitable.

MU?

SOFI AVGO AMZN NBDA META MU GOOGL RKLB stand out to me

November the best month for MU

Hey guys, It has been a while since my last post! Last month, I ran a contest on my YouTube channel: 'Pick 7 stocks and win $2,500.' We ended up with 750 participants and a total of 5,250 stock picks. I broke down the results in a new video today, but I figured you would like to see where retail sentiment actually sits right now: |**Rank**|**Ticker**|**Points**| |:-|:-|:-| |1|SOFI|317| |2|APP|301| |3|AVGO|281| |4|AMZN|224| |5|UBER|222| |6|NVDA|202| |7|CELH|185| |8|META|172| |9|MU|153| |10|NFLX|146| |11|MELI|128| |12|GOOGL|116| |13|AMD|115| |14|NBIS|106| |15|RKLB|97| |16|NU|94| |17|NOW|87| |18|DUOL|82| |19|ADBE|79| |19|GRAB|79| Honestly, the community picks do not look terrible to me. * Do you think people are right this time? * Which one looks like the best value bet on the list? At this point, I really do not care about chasing views or subscriber counts. My channel is doing just fine, and I would honestly rather keep the real discussion right here. But if you are curious to see the breakdown with my italian accent, you can check out the video here: [I Asked 750 Investors for 7 Stocks (Here’s What they Picked)](https://youtu.be/eh61xUzx6mw) Peace ✌️

Every once in a while I pick a top comment or post from what seem like reddit trading experts and see what their recommended stocks have done in the last year or so. No ill will, I am not listing the user's handle, just pointing it out in the hopes that it helps someone. Below if from a top post from a top contributor 10 months ago. All % are YTD. Just sold: GOOGL (-10% YTD) Holding: AMD (+135%), ADBE (-28%) and AMZN (+4%) Currenty buying: PYPL (-2.35%), PINS (-25%), MELI (-20%), NU (-30%), BN (-14%) and betsson (-40%) May buy: UBER (-20%), META (-6%), MU (+227%), MRVL (131%), TSM (33%), FOUR (-36%) and DLO (-10%)

Yeah, I've been tracking increasing bearish indicators all the way back from honestly July (this is when I made portfolio adjustments toward a defensive posture). But a lot of those would end up getting negated. But yeah, it's really hard to ignore how about every major index has put in a topping pattern. You have a number of the last remaining stocks that were holding things up starting to do the same. PLTR for instance has an insane shooting star on the monthly. And that huge bearish engulfer on the Nasdaq is looming pretty large over the entire tech sector now. The only thing salvaging things on Friday was a bit of a late day rally over our good ol' friend: meaningless peace deal rumors. Memory has been one of the sectors that really put me on alert. It has just been in continuous collapse since June. Even as MU and SNDK tried to push back into bullish territory, STX and WDC had already completed topping patterns. MU is trying to hang on for dear life because it has some insulation because of their HBM, but SNDK collapses into a downtrend channel. Another good guidepost for me has been the KORU chart. It has the most glorious topping pattern you'll ever see and was one of the first indicators to me something was changing. So as I break out everything related to the AI trade and try to divide it into strengths and weaknesses and what has a meaningful chance at pushing us higher... there ain't much. At least from a leadership position. MSFT's chart is the only hyperscaler that is not brutal, and even that could have potentially just put in a triple top. The lesser chip trade is cracking as stuff is getting repriced from that Intel report indicating the home PC business is dead atm. AMD might just add fuel to that fire this week. That really leaves like... does this market want to just all in Nvidia for one last push up? But Nvidia just completed its own topping pattern last week... So I'm struggling to see at this point any rally as anything other than countertrend until proven solidly otherwise.

Literally bought MU during the march crash and sold with just 1k loss. it could have been 100K without leverage fuuuuuc

I believe some of the holdings in MGV are significantly overvalued, especially considering that its largest current holding is MU.

I've been going through the weekly charts of several major AI-related stocks, and I'm noticing something interesting. **Micron (MU), SK Hynix, Samsung, Nanya, ADATA, Palantir (PLTR) and Alphabet (GOOGL)** are showing similar warning signs. Across these charts, I'm seeing: * Weekly bearish TDI divergences * Potential double tops and topping structures * Weakening bullish momentum * Multiple assets starting to roll over What really caught my attention is that these signals are appearing across different parts of the AI ecosystem, especially memory manufacturers and major AI-related tech companies. **To me, this looks like potential sector-wide topping behavior rather than isolated weakness in individual stocks.** My bias is strongly bearish. I'm beginning to suspect that the market might already be pricing in the peak of the AI boom. Of course, divergences alone don't confirm a reversal. I'll be watching for further breakdowns in market structure. Could we be witnessing the beginning of a much larger correction in AI-related equities? **I've published my full technical analysis on TradingView, with Micron as the main chart:** [https://www.tradingview.com/chart/MU/f3klr8nJ-Is-the-AI-Bubble-Starting-to-Pop/](https://www.tradingview.com/chart/MU/f3klr8nJ-Is-the-AI-Bubble-Starting-to-Pop/) Curious whether others are seeing the same thing on the weekly charts. You heard it here first! 📉

Bro 6 years of stress could have been avoid with VOO and chill or you could investing MU or SNDK. But hindsight is 2020 so I think you’ll be fine

Believe it or not I had MU at 70 and panic sold after earnings

!banbet MU 1000 7d

Last 93 years, always after midterm, market spikes \~ 18–20% in the next 6 months. When there is a war, even after midterm markets gave higher returns in 6 months. Heading buybacks & $NVDA earnings time. $SPX $NDX $QQQ $MU $PG $FDX $STX $AMD $LITE $MRVL $TSM $ASML & banks $JPM $GS $MS $C $WFC $BAC & $NKE $PG $MO $FDX $CLX time to load all for next 6 months ride Here is 1974-2022, you can check 1930 to 1974 https://preview.redd.it/8jkj2wmsk0zh1.png?width=970&format=png&auto=webp&s=0f1130b5e292c7ae151822ba90cb3264c5f50622

!banbet MU $1000 7d

**BanBet Lost** — /u/maschin1982 (2W - 3L, 40%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $954.87 → $1000.00 | +4.7% | 3d | Lost |

I only have MU in my portfolio this is most complicated memory to replicate... about 25%

!Banbet MU 1100 30d

| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **MU** ▲ | $1000.00 (above) | $954.87 | $886.36 | +4.7% | 3h 23m | | **Record** | 2W - 2L | 50% | - | - | - |

What would you consider memory companies like MU now, a trade or investment? I bought thinking the fundamentals were good, but the price seems to be suppressed due to a mix of AI uncertainty and bad macros. I’m not sure if the party is already over

MU

MU Turns to ath before Christmas