MU
Micron Technology, Inc.
stock NASDAQ

MU red in AH trading which means memory going to see huge gains tomorrow, get your dollars ready

Claude told me to go buy Plab, CRD0 and SMTC so off I go in search of the next MU/SNDK

I was considering between MU and SAP, and bought SAP. FUCKS SAKE

Hate myself for not having any SNDK or MU 😔

After three weeks of buying puts and trying to call the top and losing my life savings I finally capitulated and pivoted into MU calls so it's going to tank tomorrow all of you are welcome

MU is nuts

Buy MU, SNDK, INTC, ORCL, CRWV, MRVL, and DELL

MU 1500 would make it a 1.7 trillion dollar company

I agree that the valuations are stupid for intel and sandisk. MU and QCOM actually have a reasonable forward PE. Good luck timing it amigo, hope you make millions. I’ve gotten torched shorting semis and vending machine car company euphoria. Caught the timing on metals and space rockets.

If I were you I'd full port google they are about to surpass nvda as most valuable company and they can mesh their chips far better for ai use but this is my holdings it may look pretty spread out as well, but that's because im working with 9x the capital
: Roth Contributory IRA
Equities & ETFs
• AMD: 26 Shares
• MRNA: 5 Shares
• SPY: 1 Share
• NLR: 25 Shares
Options
• VRDN 7/17/26 18 C: 14 Contracts
Individual Account
Equities
• AAPL: 20.1537 Shares
• AMZN: 17 Shares
• ASML: 3 Shares
• BAC: 7.4313 Shares
• GOOG: 10 Shares
• GOOGL: 8.0696 Shares
• IMSR: 100 Shares
• INTC: 104.0635 Shares
• LAC: 25 Shares
• MU: 20 Shares
• NVDA: 33.0641 Shares
• PM: 1 Share
• POWL: 3 Shares
• SMR: 10 Shares
• WDC: 5 Shares
Options
• AAPL 12/18/26 370 C: 2 Contracts
• GOOG 12/18/26 520 C: 1 Contract
• GOOGL 6/18/26 420 C: 5 Contracts
• PM 6/18/26 175 C: 4 Contracts
• TSM 1/15/27 200 P: 1 Contract

🤔
I've traded both these names many times in AH with zero issue. I do quite a bit of trading between 4-8 actually
The first one, I kind of understood..thin liquidity perhaps.
But then, the second one makes me think it's more systemic. It was a fill order for MU, which I cancelled, deciding to go with WDC instead. Verified cancelled. But it won't allow me to setup an order for WDC because,,according to the app, that exact amount of money(from the cancelled MU trade) is "designated for another order".
Idk man. I'm hoping all this clears at 4am, or 9:30am worst case scenario.
The previous one is what bugs me more. I don't like being locked into a trade.

Where are these record profits you speak of? You mean the circle jerk of promised money from the same companies? The hardware stocks are yes, but are the big companies like Meta seeing profit from their AI investments? And there's also companies like intel and NBIS that have huge valuation with no profit. And don't get me started on broke ass OpenAI. And MU and sandisk may be good through 2027 but are definitely gonna crash hard when the boom cycle ends

Bro I had an order ready for leaps on MU at 90. Literally just forgot to buy them, then thought eh, too late anyway. Fuck sakes lmao.

"MU went down a couple dollars from its intraday high, QUICK, buy the dip!!!!!"

Please do it. Im dying from fomo after selling MU at 403, SNDK and nbis way too early…

Got out of 5/8 MU call at open today (damn that spike after lunch), but rolled some to 5/29....🤞🤞

Added 5 more MU @ 657 just now. Feels like a steal. Just a matter of time until MU & AMD hit $1K

Thanks to GOOG, AMD, NBIS, HOOD, TSM, RDDT, FTAI, MU, CNC, UBER, and more. Sold some of the option gains and converted to stocks.
Currently, hedging with longer duration covered calls given that the market is on euphoria atm. Expecting a pull down sometime, but holding the positions strong 💪

I'd like to start by sharing a good summary by Howard Marks:
*The stock market is like an auction house. The highest bidder is the one willing to accept the least for their money. When the price gets bid up, the yield gets bid down. The market is currently participating in a bidding war for certain equities and volunteering their money for low returns, weak structures and high risk.*
The market as it seems apparent to me is back entirely in risk-off mode with the allure of unprecedented returns with any stock or sector related to data centers. People seem to be feeling like it's the norm for daily mid to high single digit and monthly double digit gains as sustainable. I'm seeing these posts everywhere:
"*How to find next MU, SNDK, NVDA, INTC , STX*"
"*How much higher Sandisk can reach?*"
"*MU and SNDK - What Now*"
"*I bought MU yesterday and wish I bought more.*"
"*Market is pricing MU wrong, Memory is not cyclical anymore*"
"*AMD’s stock soars as data center revenue jumps 57%*"
To me, it’s getting dangerous with how bid up all the AI stocks are becoming and the concentration in the S&P is a red flag. The outperformance of individual equities within the last 3 years in the S&P and what’s causing the recent bull run are basically all strictly related to data centers. I think Buffet's recent statement that the markets are currently in a state of casino-like gambling comes at a good time.
To clarify, when you are willing to pay 35-80x multiples for a company with or relating to:
* No earnings visibility beyond the next 12-18 months
* Recent 50-100%+ YoY earnings jumps
* 500-1500% increase in market cap over the last 12-24 months
* Hinging on 2T in RPO’s with over half from OpenAI and Anthropic (which are still unprofitable)
* No sustainable and profitable revenue from the sources of the capital expenditure that can’t even cover a years worth of depreciation
* A network and web of cyclical financing
**This is not investing, this is speculative gambling.**
The majority of outperformance in the S&P the last 3 years are in a small portion of the sectors, primarily:
**Semiconductors**
**Semiconductor Equipment & Materials**
**Computer Hardware**
**Industrials (Primarily: Engineering & Construction, Electrical Equipment & Parts, Specialty Industrial Machinery)**
Most if not all the data center equities that have rallied significantly in these sectors are at nosebleed valuations or euphoria that's priced so egregiously that it's expected this data center capital expenditure cycle will continue for the next 5+ years growing at these rates.
I would caution anyone reading to please not FOMO and avoid chasing the high in these sectors. This stuff ***will*** have a parabolic move downwards. Capital inflows of 700B+ annually into data centers cannot continue indefinitely and OpenAI / Anthropic are on a short rope. It could just take one earnings miss by NVDA, an S-1 by OpenAI or Anthropic, one random post or article to bring this house of cards all down.
**Everyone is scouring any corner of the market now looking for anything data center or AI. Look where people don't care to look right now.**
This is where long term wealth creation is. This is where the margin of safety is. Buying and holding these names long term at 40-80x earnings is a fool's errand at best, or a bad bet at worst. Sure, short term, there may be more upswings depending on how egregious the bidding gets. But if you're buying these names short term, again, you're gambling - not investing. My opinion is that there is a significant probability of capital destruction in the next 3-5 years in all the following names:
NVDA
AMZN
MU
AVGO
AMD
INTC
PLTR
LRCX
AMAT
KLAC
APH
GLW
GOOG/GOOGL
CAT
VRT
CEG
VST
NRG
FIX
GEV
PWR
EME
ORCL
ANET
WDC
DELL
SNDK
STX
ASML

This post was the reason I bought heavily into NBIS, IREN and APLD. I already got MU and I did not accumulate more shares. Anyway, you are the real mvp