MU
Micron Technology, Inc. - Common Stock - Recent news and sentiment analysis
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MU 🤑🤑
MU Calls 🤑🤑🤑🤑
Mu no
MU 🚀
I feel the biggest threat to MU and even NVDA is losing their consumer moats. That's where demand is...
I feel the biggest threat to MU and even NVDA is losing their consumer moats. That's where demand is, and sacrificing short term margin for long term market share is very risk. A slight change in sentiment and these will dump
$MU and chill
MU did deal with big tech to force households on cloud, pretty obvious. Price fixing 101. Unsustaina...
MU did deal with big tech to force households on cloud, pretty obvious. Price fixing 101. Unsustainable long term
The MU and SWBI pairs trade: https://www.reddit.com/r/mildlyinfuriating/comments/1r9eykc/its_cheape...
The MU and SWBI pairs trade: https://www.reddit.com/r/mildlyinfuriating/comments/1r9eykc/its_cheaper_to_buy_an_ar15_rifle_than_64gb_of/
mu calls on dips and chill
trump just announced hillary clinton tesla sex robots with MU memory will be shipped starting Q2. BU...
trump just announced hillary clinton tesla sex robots with MU memory will be shipped starting Q2. BULLISH ASF ON MICRON
TIC (Acuren + NV5) – The Boring Infrastructure AI Play - undervalued and unknown.
My fellow regards, I bring to you a boring undervalued company that is a safer bet vs. any meme stock or tech company trading at x1000000 earnings. 🚨 Ticker: TIC Market Cap: \~$2B Valuation: <8x EBITDA Business: Mandatory inspection + data center engineering + digital twins + grid design Theme: AI data centers, power grid stress, robotics, predictive maintenance Setup: SPAC orphan + misunderstood merger = mispricing 🧠 The 30-Second Thesis Everyone is buying: \* NVIDIA \* SDNK / MU \* GEV Nobody is buying the company that: \* Inspects the grid \* Designs the data centers \* Extends plant life \* Builds digital twins \* Enables robotics inspections \* And gets paid whether AI wins or not That’s TIC. This is a toll booth on: \* Data center capex \* Grid stress \* Infrastructure life extension \* Robotics deployment And it’s trading at a SPAC discount multiple while peers trade 15–30x. 🏗️ Part 1: Legacy Acuren = The Toll Booth Core business: Non-destructive testing (NDT) They inspect: \* Power plants \* Pipelines \* Refineries \* Data centers \* Substations \* Industrial facilities AI data centers are: \* Consuming 100+ MW per facility \* Forcing aging coal/gas plants to stay online \* Stressing 30-year-old grid infrastructure When assets get stressed → inspection frequency increases. Inspection is mandatory. Insurance-required. Code-required. Financials: \* 90% recurring revenue \* High-teens margins \* Outperformed smaller peers like Mistras Group \* Historically resilient in 2008, 2015 oil crash, COVID This is not cyclical oilfield garbage. It’s downstream compliance revenue. ⚡ Part 2: NV5 = The AI Infrastructure Accelerator TIC acquired NV5 Global for $1.7B (<10x EBITDA). What does NV5 do? 1️⃣ Data Center Design (The Monster Upside) They design & commission: \* Mechanical \* Electrical \* Plumbing \* Liquid cooling systems They work with hyperscalers globally. Current data center revenue: <$50M Management says potential: $400M+ That’s a 10x vertical expansion inside the AI boom. Comparable companies: \* AECOM \* Stantec \* Willdan Group \* Trimble These trade 15–30x EBITDA. TIC trades <8x. Make it make sense. 🗺️ Part 3: Digital Twins + Robotics = The Hidden Asymmetric Bet NV5 has: \* Massive geospatial mapping data \* Lidar scanning \* 100,000+ miles of transmission line scans per year \* Digital twin capability Why that matters: Robots can’t operate without maps. Predictive maintenance requires digital twins. Grid optimization requires modeling. This is where AI meets physical infrastructure. They’re not selling inspections anymore. They’re selling “outcomes.” And CFOs approve ROI platforms, not compliance costs. This is how margins go from 17% → 20%+. 🧮 The Valuation Absurdity Combined company: \* \~$2B market cap \* <8x EBITDA Meanwhile: \* MEP IPO Legence priced near $5B \* Engineering peers trade 15–30x \* Industrial services like API Group rerated massively post-merger NV5 alone was worth close to what the entire combined company trades for today. Market logic: SPAC + complexity + merger = discount. Industrial logic: Mandatory services + AI tailwind + grid stress + cross-sell synergies = rerate. 🐂 This isn’t a meme. It’s not a hype AI SaaS stock. It’s the industrial picks-and-shovels play everyone forgot. You don’t own: \* The GPUs \* The servers \* The transformers You own the company that: \* Tests them \* Designs them \* Models them \* Extends their life \* Enables robots to maintain them And you’re paying a multiple that assumes mild recession and no growth. 4x in the next two years is not unreasonable + extreme support at current levels on a $10 stock. On January 9, JP Morgan initiated coverage of TIC Solutions with an Overweight rating and a $16 price target. I’m far too regarded to find a hidden gem such as this on my own. This is a Citrini research find and holds a large weight in their portfolio. They are well known for picking companies prior to them going parabolic. There is a 32-page write-up on the company that you can read with a paid subscription (released September 2025) if you’re looking for an extreme deep dive. Position = 24,000 shares at $10 Edit - format & grammar
MSFT MU NVDA GLD SLV PLTM
one of you tards caused MU to drop today...i just cant figure out which one 🤬🫵
one of you tards caused MU to drop today...i just cant figure out which one 🤬🫵
$MU GO BACK UP YOU DIRTY WHORE
$MU GO BACK UP YOU DIRTY WHORE
fkn slammed WDC and MU calls 1dte otm. Got 20k riding
fkn slammed WDC and MU calls 1dte otm. Got 20k riding
#Ban Bet Lost /u/callsonreddit made a bet that MU would go to 433.394 within **1 week** when it was...
#Ban Bet Lost /u/callsonreddit made a bet that MU would go to 433.394 within **1 week** when it was 416.725 and it did not, so they were banned for a week. Their record is now 6 wins and 2 losses [**Join WSB Discord**](https://discord.gg/wsbverse)
$MU please go up baby girl
#Ban Bet Lost /u/Terrible-Zucchini-23 made a bet that MU would go to 440.0 within **1 week** when i...
#Ban Bet Lost /u/Terrible-Zucchini-23 made a bet that MU would go to 440.0 within **1 week** when it was 422.76 and it did not, so they were banned for a week. Their record is now 5 wins and 4 losses [**Join WSB Discord**](https://discord.gg/wsbverse)
MU and WDC 1 dte now if you want free gains tomorrow
MU and WDC 1 dte now if you want free gains tomorrow
MU cock teasing all day just to take a shit for no reason
MU cock teasing all day just to take a shit for no reason
MU calls
Obligatory fuck MU
I need a miracle for MU +3%
I need a miracle for MU +3%
At the time of this post, MU started at approximately 420.00 earlier today and it lost exactly 4.20 ...
At the time of this post, MU started at approximately 420.00 earlier today and it lost exactly 4.20 up until now. Calls.
I bought a Mu call at 411 now it's 419 and I'm losing money still. Biggest scam oat
I bought a Mu call at 411 now it's 419 and I'm losing money still. Biggest scam oat
Can MU just shrek dick again pls
Can MU just shrek dick again pls
Thank you $MU I am out for the day and maybe the week. I am not sure about taking any chances this w...
Thank you $MU I am out for the day and maybe the week. I am not sure about taking any chances this weekend.
how tf is SNDK up like 30 points and MU is dicking down, shit makes 0 sense
how tf is SNDK up like 30 points and MU is dicking down, shit makes 0 sense
Is MU manipulated? People are asking
Is MU manipulated? People are asking
MU please
MU what are you, some kind of joke?
MU what are you, some kind of joke?
mu green by eod
CVNA V'd back to -3% only and MU dropped 3%....thats fucked up MMs thats fucked up
CVNA V'd back to -3% only and MU dropped 3%....thats fucked up MMs thats fucked up
Mu right back to dicking around
Mu right back to dicking around
I need $MU to cure cancer if i want any shot of a recovery today
I need $MU to cure cancer if i want any shot of a recovery today
MU can't hold a run for more than one day this is stupid
MU can't hold a run for more than one day this is stupid
MU NOOOO
wtf is Mu doing
Never too late to buy OTM Micron Calls with expiration in a few months. Position: MU $500C EXP ...
Never too late to buy OTM Micron Calls with expiration in a few months. Position: MU $500C EXP 7/17/26
"You have MU calls? Don't pull out tonight." https://preview.redd.it/pe17vbhy5gkg1.png?width=2560&f...
"You have MU calls? Don't pull out tonight." https://preview.redd.it/pe17vbhy5gkg1.png?width=2560&format=png&auto=webp&s=fb53e73ec6e249158a3282b783e15bb279ed2bf9
$MU plz break above $450+ today ty bb
$MU plz break above $450+ today ty bb
$MU to $450+ today
$MU calls and chill
You already have a bet going - MU to 440.0 before 20-Feb-2026 11:11 AM -05
You already have a bet going - MU to 440.0 before 20-Feb-2026 11:11 AM -05
MU never disappoints
MU
So will sam Altman bring asml amat mu tsm into the circle jerk?
So will sam Altman bring asml amat mu tsm into the circle jerk?
$MU … *Monsters University?*
$MU … *Monsters University?*
Keep going $MU im gonna cum
Almost all the stocks mentioned on here are down bigly since the start of the year, few exceptions M...
Almost all the stocks mentioned on here are down bigly since the start of the year, few exceptions MU, IBRX