$MUr/wallstreetbetsDDbullish u/dol1_ · 9d agono track record yet Why I went 100% in MU: The Memory Wager
Micron is transitioning from cyclical memory supplier to AI infrastructure play. Current valuation at 6x forward P/E already prices in cycle downside; if AI/HBM contracts transform memory into durable infrastructure, re-rating to 3-4x higher multiples is achievable with limited downside if the thesis is wrong.
At post $989.04·Now $904.94-8.5% since postedas of Oct 19, 1:31 PM ET
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“Sold all mu”
Moving on (from mu)
Author sold all MU shares, exiting the AI narrative entirely.
At post $1,029.00·Now $904.94-12.1% since postedas of Oct 19, 1:31 PM ET
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YOLO: MU Micron $1,080 strike 10/2 exp calls - I'm Michael Burry's Boss Now
Author is bullish on Micron Technology via out-of-the-money call options expiring 10/2, betting on significant upside appreciation. The confident tone suggests conviction in a near-term rally or reversal.
At post $1,065.11·Now $904.94-15.0% since postedas of Oct 19, 1:31 PM ET
1d+3.0%
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“spread 1100/1200 CE”
MU earning play.
The author is bullish on Micron (MU) earnings, playing a 1100/1200 call spread to profit from a price move above 1100 before expiry.
At post $1,082.28·Now $904.94-16.4% since postedas of Oct 19, 1:31 PM ET
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Sold 15,000 @ $934.29 avg · $14,014,350 · 2026-08-18
Form 4: Sadana Sumit sold MU
Sadana Sumit (EVP and Chief Business Officer at MICRON TECHNOLOGY INC) reported an open-market sale of 15,000 shares of MU at an average $934.29, roughly $14,014,350, in a Form 4 filed 2026-08-20.
At post $974.33·Now $904.94-7.1% since postedas of Oct 19, 1:31 PM ET
1d-0.8%
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1w-4.0%
1m+4.3%
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Big boys have loaded up on MU, now media has gone 180 on the MU AI story
Micron has extraordinary AI-driven demand with memory/storage sold out for 4+ years, and institutions have recently accumulated after media suppressed the stock to $700. The negative headlines are now reversing as institutions reposition for gains.
At post $1,011.75·Now $904.94-10.6% since postedas of Oct 19, 1:31 PM ET
1d-7.0%
3d-3.7%
1w-10.0%
1m-8.4%
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“long calls in the Roth”
Pelosi Pack + MU long calls in the Roth
Author is taking a long call position on Micron Technology in a Roth IRA, betting on upside. The casual YOLO framing suggests a speculative play with conviction on near-term upside.
At post $861.00·Now $904.94+5.1% since postedas of Oct 19, 1:31 PM ET
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$MUr/wallstreetbetsDiscussionbullish u/willbabu · 72d ago4 prior · 100% at 3mo Long 1,350 shares of MU
Short MU $500P exp Jun 20 · 17 contracts
MU IV crush this week did more work than the stock ripping to $1255 ever did
Author is short cash-secured puts at $500 strike (June 2027) combined with 1350 long shares, generating $56K profit (39.6%) primarily from IV crush rather than stock movement. The position reflects confidence in MU's value above $500, with the author considering taking profits on the puts and redeploying capital at higher implied volatility.
At post $861.00·Now $904.94+5.1% since postedas of Oct 19, 1:31 PM ET
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Forward P/E is a bad metric to use when valuing cyclical stocks.
The author acknowledges cyclical risk in Micron's valuation but concludes the market is irrational enough to drive the stock significantly higher regardless of fundamental concerns. Despite warning that forward P/E multiples are misleading for cyclicals at peak demand-supply imbalance, the author bets on upside because "this market is irrational."
At post $892.67·Now $904.94+1.4% since postedas of Oct 19, 1:31 PM ET
1d+0.1%
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$MUr/ValueInvestingIndustry/Sectorbearish u/daddysgirl794 · 77d ago3 prior · awaiting results Forward P/E is a bad metric to use when valuing cyclical stocks.
Micron's low forward P/E of 4 is a valuation trap, not a bargain. If memory semiconductors remain cyclical and we are at peak demand-supply imbalance, forward earnings projections will contract sharply as the cycle turns, similar to 2000 when the stock crashed 90% despite forward multiples eventually rising.
At post $892.67·Now $904.94+1.4% since postedas of Oct 19, 1:31 PM ET
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“Bought the dip a little too early and cheeks were getting shredded up the last few days.”
I want you to put the word out, that we back up (SNDK/MU)
The author bought MU at what appeared to be an early dip and held through recent drawdowns. Recent forced liquidations elsewhere have relieved selling pressure, positioning the stock to recover and validate the dip-buy thesis.
At post $874.66·Now $904.94+3.5% since postedas of Oct 19, 1:31 PM ET
1d-5.9%
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What am I missing on Micron other than China and "AI might be in a bubble."?
Micron trades at a 17x forward P/E despite 80% margins, strong free cash flow, and explosive growth; the 40% decline appears speculative and overdone given China trade-war risks favoring domestic chip makers under a Trump administration, making it attractive for both equity and put-selling strategies.
At post $874.66·Now $904.94+3.5% since postedas of Oct 19, 1:31 PM ET
1d-5.9%
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$MUr/wallstreetbetsGainbullish u/Gunnaman0 · 90d agono track record yet “Put My Kids college fund on MU”
Put My Kids college fund on MU
Author is betting their kids' college fund on Micron, implying strong conviction in an upcoming gain. The position itself indicates aggressive bullish conviction despite high personal risk.
At post $970.82·Now $904.94-6.8% since postedas of Oct 19, 1:31 PM ET
1d-1.2%
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Micron Stock and the $26.5 Billion Tell
Micron's take-or-pay contracts with price ceilings through 2030 signal management expects mean reversion after the current memory shortage ends; current earnings are driven almost entirely by price rather than volume growth, and the company has sacrificed upside optionality for stability—a trade not made by peers with durable competitive advantages.
At post $937.00·Now $904.94-3.4% since postedas of Oct 19, 1:31 PM ET
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“holding MU; not selling until 2000”
I ain’t selling until MU is 2000. Today dip don’t scared me.
MU will reach $2,000 per share by end of year. The author is holding through near-term dips, viewing current pullbacks as buying opportunities.
At post $1,132.33·Now $904.94-20.1% since postedas of Oct 19, 1:31 PM ET
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Long MU $1090C exp Jun 26
Micron $MU YOLO at yesterday's close ($1,090 strike call, 6/26 exp)
Author executed a YOLO call position on Micron ahead of earnings, betting on upside movement. Position showed near 100% unrealized gains at market open, indicating bullish conviction on the stock post-earnings.
At post $1,213.56·Now $904.94-25.4% since postedas of Oct 19, 1:31 PM ET
1d-6.7%
3d-6.7%
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BIG BALLZZZZZ
Author bought 173 shares of Micron at ~$805 after identifying tree-shaking and stop-loss manipulation, betting on a continued rally to $1200 on strong earnings beat.
At post $1,048.51·Now $904.94-13.7% since postedas of Oct 19, 1:31 PM ET
1d+15.7%
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“bought a second contract”
Micron
Author is bullish on Micron, having bought a second options contract on the recent dip, indicating confidence in a near-term recovery or upside.
At post $1,048.51·Now $904.94-13.7% since postedas of Oct 19, 1:31 PM ET
1d+15.7%
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1w-1.5%
1m-12.2%
3m+4.5%
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“DRAM calls purchased in May”
DRAM/MU (49.5k -> 84k)
Author purchased DRAM/memory sector calls in May at low prices and has seen significant unrealized gains (49.5k to 84k). The bullish conviction is strong, with author expressing confidence that the position would 'print' and speculating on further upside, though joking that their optimism will jinx the trade.
At post $1,211.38·Now $904.94-25.3% since postedas of Oct 19, 1:31 PM ET
1d-13.2%
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$MUr/wallstreetbetsDDbullish u/ramboxfb · 133d agono track record yet Micron is going to the moon (with or without you)
Micron is positioned for significant upside. The author expresses conviction that the stock will appreciate substantially regardless of whether retail investors participate.
At post $935.89·Now $904.94-3.3% since postedas of Oct 19, 1:31 PM ET
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