$MU

29 theses

bullish 90%neutral 0%bearish 10%

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Recent theses

$MUYOLObullish

u/lavenderviking · 2d ago

“MU 1000C YOLO”

MU 1000C YOLO

MU is well-positioned for an upside move given favorable forward PE valuation. Author expects the stock to break through 1000 and is positioning with call options.

1d-0.5%

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$MUDDbullish

u/xYikesx · 3d ago

Silicon Ascent

UBS issued a lofty price target on Micron, and the company is benefiting from AI memory tailwinds. The post suggests a bullish outlook as traders and bulls anticipate continued upside driven by innovation in AI-related semiconductors.

1d-0.5%

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$MUDiscussionbearish

u/Karzov · 5d ago

Short MU

The Capex Unwind Thesis 2027 - 2028

Memory chip manufacturers like Micron will suffer as the AI capex cycle unwinds in 2027–2028. Reduced compute demand from efficiency gains and margin compression will degrade demand for memory chips, making memory suppliers vulnerable to the broader shovel-maker collapse.

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3d+3.6%

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$MUYOLObullish

u/Heavy_Pudding7988 · 8d ago

Long 300 shares of MU

Bought the dip (MU)

Author bought 300 shares of Micron on margin after a price dip, expecting a rebound. The 'bought the dip' framing implies conviction in mean reversion.

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1w+29.3%

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$MUYOLObullish

u/mattscott134 · 8d ago

“$20k YOLO”

I have a weird feeling MU is going to do something crazy tomorrow. $20k YOLO

Author has a strong intuition that Micron (MU) is poised for a significant move upward tomorrow, potentially +15%, with comparison to SNDK's recent 10% gain suggesting sector momentum.

1d-1.5%

3d-1.5%

1w+21.2%

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$MUDiscussionbullish

u/willbabu · 9d ago

Short MU $500P exp Jun 27 · 10 contracts

MU short put play - 93.5k premium for obligation to buy MU at $500

Micron is positioned for near-term upside into June earnings, with the author deploying a short put spread (10 x $500 puts expiring 6/27) to capture 30-50% premium over weeks. The trade combines asymmetric earnings-driven upside optionality with a deliberate long entry point at $500 if assigned, where the author is comfortable owning shares given the company's earnings trajectory.

1d+4.1%

3d+2.6%

1w+26.8%

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$MUDiscussionbullish

u/callsonreddit · 13d ago

Samsung -8.6% as 50k workers prepare 18-day strike over 15% profit share demand, $2B daily loss risk and chip output cuts

Samsung's 18-day strike and fab warm-down will create a DRAM/NAND supply squeeze, benefiting Micron as the largest non-Korean memory producer. Supply disruption should support memory pricing and market share gains for MU.

1d—

3d+7.4%

1w+10.2%

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$MUDiscussionbearish

u/Jazzlike-Chest-1424 · 16d ago

When Will It Pop

Micron stock has risen ~800% within a year despite valuation concerns. The author questions whether such extreme gains are justified by innovations and predicts a market correction.

1d-3.4%

3d-9.8%

1w-8.9%

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$MUDiscussionbullish

u/willbabu · 17d ago

Long 1300 shares of MU

MU is the cleanest play on the imminent Samsung strike

Samsung's imminent 18-day strike will cause spot DRAM and NAND prices to spike while MU maintains production. With SK's inventory locked in long-term contracts, MU gains negotiating leverage in 2027 contract talks and captures spot pricing uplift. MU's US-based fabs and higher DRAM/NAND flex position it to gain market share during the supply crunch.

1d+4.8%

3d-5.5%

1w-8.8%

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$MUYOLObearish

u/godisasingularity · 17d ago

“bought MU at the peak yesterday”

Thanks regards!

Author bought MU at the peak and is joking about having bought at the worst possible time, implying the stock will decline from this point.

1d+4.8%

3d-5.5%

1w-8.8%

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$MUGainbullish

u/NoProfessional4650 · 18d ago

“Not selling until MU hits $2k”

Not selling until MU hits $2k

Author is holding a position in Micron Technology and expects the stock to reach $2,000 per share, suggesting significant upside conviction.

1d-3.6%

3d-2.4%

1w-14.3%

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$MUDiscussionbullish

u/willbabu · 20d ago

Long 1300 shares of MU

MU is on fire with room to run

Micron is experiencing a supply-constrained memory cycle with sold-out HBM inventory through 2026 and demand from hyperscalers (NVDA, AAPL, AVGO, MSFT, META, AMZN) far exceeding supply. Strong earnings beat (33% above guidance), massive revenue growth (196% YoY), and forced index buying post-SP500 inclusion suggest the rally has room to run into June earnings.

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3d-3.6%

1w-8.9%

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$MUDiscussionbullish

u/StrawberryOk8459 · 20d ago

WDC will run higher next!!! FU Money!

Author is bullish on MU with a target price of $1000 and expects a stock split, though acknowledging the stock has already run significantly.

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3d-3.6%

1w-8.9%

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$MUGainbullish

u/ClintAwana · 21d ago

$MU just won’t stop going up!!

MU demonstrates strong bullish momentum with consistent rallies on any intraday dips, indicating sustained buyer strength and upside potential.

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3d+6.5%

1w-3.0%

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$MUGainbullish

u/Chosoiii · 21d ago

Closed yesterday SPY Puts and put them in MU.

Author closed SPY puts and reallocated the gains into MU, indicating a bullish view on Micron. The move suggests confidence in MU's upside relative to broader market hedges.

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3d+6.5%

1w-3.0%

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$MUGainbullish

u/spiritandtime · 21d ago

“bought mu calls at monday open, sold today and rotated into next week calls”

3k-> 36k and counting

Author is bullish on Micron and expects the stock to hit $800 next week. They have rotated profits from sold calls into next-week calls to capitalize on expected upside.

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3d+6.5%

1w-3.0%

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$MUYOLObullish

u/AzyWazzy · 22d ago

“37K”

MU Buy High Sell Low Play (37K)

Author is long MU stock with a $37k position, betting on upside. The post is self-deprecating about not taking options risk, but the large equity buy signals conviction in near-term appreciation.

1d+15.5%

3d+15.5%

1w+20.0%

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$MUGainbullish

u/oneofthelast · 22d ago

“Rolled into longer expiry. 800 by EOM.”

Saucy MU gains. My biggest hit yet. Rolled into longer expiry. 800 by EOM.

Author is bullish on Micron and has profited significantly, rolling gains into longer-dated positions. Expects MU to reach $800 by end of month.

1d+15.5%

3d+15.5%

1w+20.0%

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$MUGainbullish

u/uchihaItachi01 · 23d ago

I hear that everyone’s a millionaire now - $2M

Author holds MU as part of a $2M portfolio that has appreciated significantly. Despite expecting near-term market pulldown, maintaining long stock position while hedging with covered calls.

1d-3.0%

3d+12.0%

1w+20.6%

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$MUDDbullish

u/Legitimate_Watch_519 · 23d ago

“long $MU”

DD: Why Micron (MU) and Memory (DRAM ETF) is still an Undervalued Play in the AI Supercycle

Micron is structurally undervalued because memory demand has shifted from cyclical consumer spending to sticky commercial AI contracts. With a 3-5 year chip replacement cycle and projected $80 EPS, MU trades at 8.1x forward P/E versus 40+ multiples for big tech, implying significant upside if re-rated to 15-25x.

1d-3.0%

3d+12.0%

1w+20.6%

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