MU
Micron Technology, Inc. - Common Stock - Recent news and sentiment analysis
Default charts cover the last 24 hours by "day" period and sentiment shares compare positive vs. negative mentions after removing neutral posts.
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MU Price & Sentiment Over Time
Sentiment series exclude neutral posts so the green/red balance matches the bar on the home page; price points use the latest available quote.
How's the full port 2x leveraged $MU guy doing
How's the full port 2x leveraged $MU guy doing
It’s like at a certain point you go down 5k 10k 30k unrealized but you’re holding MU, EWY, and AAOI ...
It’s like at a certain point you go down 5k 10k 30k unrealized but you’re holding MU, EWY, and AAOI and gotta just hold the bags. Takes away some of the fun in trading and taking profits but fuck man I’m not gonna lose money on these just because a 🥭 is trying to make everyone forget about Epstein.
MU and SNDK gona create generational baggies 🤡🫵
MU and SNDK gona create generational baggies 🤡🫵
AMD and MU puts are gonna be 🔥
AMD and MU puts are gonna be 🔥
What you guys think about Oracle , MU and gamestop earnings report?
What you guys think about Oracle , MU and gamestop earnings report?
MU is opening at 350- no need to worry. Oracle data center cancelation news was enough.
MU is opening at 350- no need to worry. Oracle data center cancelation news was enough.
Hey algos tracking sentiment: MU sucks, puts on MU SNDK sucks, puts on SNDK WDC sucks, puts on WDC ...
Hey algos tracking sentiment: MU sucks, puts on MU SNDK sucks, puts on SNDK WDC sucks, puts on WDC Retail and WSB very very bearish on memory stonks, puts puts puts. TYFYATTM
hedging might have saved my port my 500c mu calls have till may 15 but it still looks gone 😂
hedging might have saved my port my 500c mu calls have till may 15 but it still looks gone 😂
all in on mu puts (i’m trying to trick the algos)
all in on mu puts (i’m trying to trick the algos)
Im happy to see half of yall turning more bearish on MU. This signals the algos that its almost time...
Im happy to see half of yall turning more bearish on MU. This signals the algos that its almost time for the next leg to 500.
Feeling cute. Going to short SNDK and MU this week 😦🤌
Feeling cute. Going to short SNDK and MU this week 😦🤌
**Ban Bet Created:** **/u/Imaginary-Writer-125** bet **MU** goes from **369.16** to **400.0** before...
**Ban Bet Created:** **/u/Imaginary-Writer-125** bet **MU** goes from **369.16** to **400.0** before **14-Mar-2026 10:07 AM EST** Their record is 0 wins and 0 losses. [**Join WSB Discord**](https://discord.gg/wsbverse)
!banbet MU 400 1W
When MU go up
Mu tanked allegedly because of fuel price concerns with the straight of homos closed. Iran now says ...
Mu tanked allegedly because of fuel price concerns with the straight of homos closed. Iran now says its open to non US ships. Does this mean my MU calls are saved?
mu will print
I honestly do think that MU is a long term 5+ year play. I just don't have the capital right now to ...
I honestly do think that MU is a long term 5+ year play. I just don't have the capital right now to get in in it. For what it's worth, before Trump started doing stupid shit in Iran, AMD jumped from 196 to 210 a bit... I only know this because I sold a call for 210 lol. It expires in April though, so I'm not sweating it anymore.
Yeah MU hurts a lot. I’ve got a lot riding on MU. Looking for an exit by March 20th (earnings)
Yeah MU hurts a lot. I’ve got a lot riding on MU. Looking for an exit by March 20th (earnings)
The AMD calls are hardly the most retarded thing I've seen. You might be alright. As for MU..... Ou...
The AMD calls are hardly the most retarded thing I've seen. You might be alright. As for MU..... Ouch.
I’m in stupid shit like, AMD 210,220 calls for August/September, and MU shares @425 avg. Honestly, I...
I’m in stupid shit like, AMD 210,220 calls for August/September, and MU shares @425 avg. Honestly, I deserve what’s coming for me…
What happened to the MU regard who full ported on $QQQ calls to "hedge"?
https://preview.redd.it/h17l5qs8ujng1.png?width=1004&format=png&auto=webp&s=8950befb11cddcde26a10dc6d738ee934f6232ce is bro okay? $MU down to $360. Please YOLO it all back into $QQQ once more.
Sndk murderimg me! MU murdering me!
Sndk murderimg me! MU murdering me!
MU 250p for earnings
Where are all the mu and sndk bros at?
Where are all the mu and sndk bros at?
I just did and bought MU absolutely at the top before it crashed at the end 😂
I just did and bought MU absolutely at the top before it crashed at the end 😂
Nooooo my Mu 😢
green for the week but given the -11% for $NBIS and $MU I honestly can't calculate how that's possib...
green for the week but given the -11% for $NBIS and $MU I honestly can't calculate how that's possible
To all the Mu bers in the chat: My MU margin call price is at 220. 500 hitting first. Yawn.🥱
To all the Mu bers in the chat: My MU margin call price is at 220. 500 hitting first. Yawn.🥱
Hope the guy full port on margin MU didn't check the chart today
Hope the guy full port on margin MU didn't check the chart today
If you ask your favorite AI tool why SNDK is up it’ll basically tell you, cause people are regarded ...
If you ask your favorite AI tool why SNDK is up it’ll basically tell you, cause people are regarded and should be buying MU.
You already have a bet going - MU to 371.01 before 13-Mar-2026 08:44 PM -05
You already have a bet going - MU to 371.01 before 13-Mar-2026 08:44 PM -05
holy MU got fucking rekt
!p MU
You already have a bet going - MU to 371.01 before 13-Mar-2026 08:44 PM -05
You already have a bet going - MU to 371.01 before 13-Mar-2026 08:44 PM -05
Ooof the $MU margin guy is in trouble
Ooof the $MU margin guy is in trouble
!p MU
shit, $MU is dead... good thing I tried to buy in, but it wouldn't go back up so I got out before th...
shit, $MU is dead... good thing I tried to buy in, but it wouldn't go back up so I got out before the massive dump. end up losing $44 on gas money.
MU Gone
MU and SNDK are basically the same chart rn
MU and SNDK are basically the same chart rn
$MU DD: The AI memory bottleneck is real, Micron is printing, and the stock still gets treated like it’s 2023, 2019, or w/e
Open those sleepy eyes, I’ve been watching Micron for a while and the more I dig into it the more it feels like the market is still pricing this company like it’s the same old cyclical memory stock from 2018. Meanwhile the entire AI industry is about to consume absurd amounts of memory for the next decade. Everyone wants exposure to AI through GPUs. NVDA, AMD, accelerators, whatever. But GPUs don’t actually work without huge amounts of memory bandwidth feeding them data. Training large models and running inference requires insane amounts of DRAM and high bandwidth memory. That’s the part of the stack people seem to forget about, and Micron sits right in the middle of it. What really caught my attention was how strong the actual numbers have already become. Micron just reported about $13.6B in revenue, up from roughly $8.7B a year ago, and earnings of about $4.78 per share compared with $1.79 last year. Operating cash flow for the quarter was over $8B. Those are not numbers from a company that’s waiting for AI demand to show up, the demand is already here and it’s ramping fast. Then management dropped guidance for the next quarter and it was even more aggressive. They’re expecting roughly $18.7B in revenue and around $8.4 EPS. At current prices that puts the stock somewhere around 12x that earnings run rate, which honestly doesn’t seem that crazy for a company tied directly to the biggest infrastructure buildout in tech right now. The part that makes the story even more interesting is high bandwidth memory. HBM is the specialized memory that sits next to AI GPUs and feeds them data fast enough to run large models. Without it, the GPUs basically choke on data throughput. Micron said they’ve already sold out their entire HBM supply for 2026, including next generation HBM4. When a company is literally booked out years ahead in one of the most important components in AI infrastructure, that’s worth paying attention to. The industry projections around this market are also pretty wild. Estimates have the HBM market growing from around $35B in 2025 to about $100B by 2028, which is roughly a 40% annual growth rate. That’s before even considering how fast data center demand could accelerate if AI adoption continues at the current pace. At the same time supply across the memory industry is still tight. Micron has said they still can’t meet all customer demand, and pricing is already moving up. Some industry estimates suggest DRAM prices have jumped close to 90% quarter over quarter, with NAND prices up more than 50%. When memory pricing moves like that, the companies producing it tend to see big margin expansion. They’re also pushing new products designed specifically for AI data centers. Micron recently announced a 256GB SOCAMM memory module built for high performance computing and AI workloads. The claims were pretty impressive, significantly lower power usage, smaller physical footprint, and meaningfully faster performance for large language model inference. In an environment where data centers are constantly fighting power limits, improvements like that matter. So the obvious question is: if the fundamentals look this strong, why does the stock still get hit sometimes? Part of it is just history. Memory stocks have burned investors for decades because the industry used to be brutally cyclical. Every time pricing peaked, supply eventually flooded the market and margins collapsed. A lot of investors still assume that pattern will repeat no matter what. The other reason is macro noise. Semiconductor stocks are extremely sensitive to sentiment. War headlines, interest rate fears, AI rotations, analyst upgrades or downgrades, all of that can move the stock in the short term even if the long-term demand story hasn’t changed. To be fair, the bear case isn’t crazy either. Memory is still cyclical to some degree. If AI spending slows down, or if hyperscalers pause their infrastructure buildouts, Micron would definitely feel that. Expectations going into earnings are also pretty high, so even strong results could cause volatility if investors decide growth is peaking. But when I zoom out and look at the bigger picture, the demand side of the equation is hard to ignore. AI infrastructure is scaling rapidly and every single GPU cluster needs massive amounts of memory bandwidth to function. As models get bigger and inference workloads expand, the amount of memory required per system keeps increasing. So in a weird way **Micron becomes a sort of second order AI play. If NVIDIA sells more GPUs, memory demand rises. If hyperscalers build more AI data centers, memory demand rises. If large language models continue getting bigger, memory demand rises again.** The market still tends to treat Micron like a boom and bust commodity stock, but the environment around it is starting to look very different. Revenue growth is accelerating, margins are expanding, HBM supply is already locked in years ahead, and pricing across the industry is improving. Maybe the market is right and memory cycles will always come back to bite investors eventually. But if AI infrastructure spending keeps ramping the way it has been, Micron might be sitting in one of the most important bottlenecks in the entire stack. Not financial advice. I just like the company selling the memory that all these trillion dollar AI models need to run. My $MU Position as of today: I’m currently holding 506 shares of Micron with an average cost of $410.91. At the current price around $388, my equity position is worth roughly $196k, making up about 78% of my portfolio. I’m also positioned with $17k in options exposure, focused on upside into the next few months April 17 Calls 2x $450 calls 2x $420 calls 1x $400 call July 17 Position 2x $400 / $460 call debit spreads TLDR; Micron becomes a sort of second order AI play. If NVIDIA sells more GPUs, memory demand rises. If hyperscalers build more AI data centers, memory demand rises. If large language models continue getting bigger, memory demand rises again.
MU saved my port. I’m out. Good luck guys
MU saved my port. I’m out. Good luck guys
|Symbol|Change since Added %| |:-|:-| |MU|22.46%| |ASTS|13.85%| |NBIS|2.95%| |AMZN|\-4.70%| |GOOGL|\-5.47%| |RKLB|\-6.42%| |PLTR|\-8.33%| |IREN|\-9.27%| |TSLA|\-9.45%| |RDDT|\-42.21%| |Average|\-4.66%| This is the March update for the Top 10 stocks for 2026 as chosen by WSB. So far... not great.
MU at $300 would be so good
MU puts here
You already have a bet going - MU to 300.0 before 06-Mar-2026 09:53 AM -05
You already have a bet going - MU to 300.0 before 06-Mar-2026 09:53 AM -05
Thank GOD didn’t get MU CALLS
Thank GOD didn’t get MU CALLS
So, last time $MU diped, that $MU margin guy went full degen on 0DTEs. Well, MU is back down today 👀
So, last time $MU diped, that $MU margin guy went full degen on 0DTEs. Well, MU is back down today 👀
Oof getting worried for $MU margin guy
Oof getting worried for $MU margin guy
!p MU
You already have a bet going - MU to 371.01 before 13-Mar-2026 08:44 PM -05
You already have a bet going - MU to 371.01 before 13-Mar-2026 08:44 PM -05