$Apple(AAPL)$   $Alphabet(GOOGL)$   $Micron Technology(MU)$   $Amazon.com(AMZN)$   Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. I capitalized on the further sell off in technology sector today to take on some trades with high IV to secure higher premiums. Sold AAPL 22 May 305/307.5 Call spread for 0.47cr. 19% ROI. Sold GOOGL 22 May 417.5/420 Call spread for 0.41cr. 16% ROI. Sold MU 22 May 747.5/750 Call spread for 1.00cr. 40% ROI. Sold AMZN 22 May 272.5/275 Call spread for 0.38cr. 15% ROI. @Madluvyz -&n

The memory / AI hardware story still feels bigger than one headline to me. That’s why I keep coming back to names like MU and SNDK. When price starts getting choppy, the real question becomes whether the long-term setup changed, or whether sentiment just moved too fast again. If supply stays tight and AI demand keeps building, these pullbacks can end up looking more like resets than breakdowns. But if the market starts demanding perfect execution from already crowded themes, then buying every dip gets harder from here. Do you think memory names still have another leg higher, or is this theme getting overheated for now?

One thing that stands out to me here: The broader market is still acting strong, but some of the memory names are no longer moving in a straight line. That’s what makes MU and SNDK interesting here. If the long-term memory story is still intact, this kind of pullback can end up being a reset rather than a breakdown. But if leadership starts narrowing and semis lose momentum, then buying every dip gets a lot harder. I still think the bigger theme matters. The question is whether this weakness is giving people a better entry, or warning that sentiment is cooling off. Do you see this as a buy-the-dip setup, or a sign to stay patient a bit longer?

The memory story just got interesting again. A few days ago people were talking about supply shock and whether names like Micron had finally run too far. Now the narrative flips again and everyone is back to asking whether tighter supply means the next leg higher is still ahead. That’s why this space is so tricky. The long-term setup can still be strong, but when the narrative keeps changing this fast, price can get way ahead of what people actually know. I still think memory remains one of the more important themes in semis. The question is whether this latest move is the start of a real re-rating or just another burst of hype. Do you think MU still has another leg higher from here, or is this getting too crowded again? Love to hear some opinions!

Crazy how fast the memory narrative flips. A few sessions ago the talk was that names like MU and SNDK had already run too hard. Now one supply shift later and people are back to asking whether the real move is only just starting. That’s why this part of the market is so hard to trade. When supply tightens, pricing power can change fast, and suddenly what looked “too expensive” starts getting re-rated again. I still think memory is one of the most important pieces of the AI hardware story. The real question now is whether this is the start of a bigger leg higher, or just another sentiment spike that gets sold. Are you treating this as a real breakout in the memory theme, or just hype getting overheated again?

Micron Technology (MU) still has a strong structural bull case. HBM is effectively sold out into 2026–2027, hyperscaler AI capex remains aggressive, and memory is shifting from “commodity” toward strategic infrastructure. That is why analysts are talking about a “virtuous cycle” instead of a normal DRAM boom-bust phase.  But after a near-parabolic move toward $800, risk/reward is no longer clean. Options markets are already pricing large swings, and psychologically round numbers often attract profit-taking.  Personally: Long-term investor → scaling in slowly still makes sense. Short-term trader → chasing here feels late unless momentum stays extreme. $770 support is more attractive because it gives better downside control while still respecting the AI memory thesis. If MU loses t

Micron Technology is no longer trading like a traditional cyclical memory stock. The market is increasingly pricing it as a core AI infrastructure supplier because HBM demand for AI accelerators remains supply-constrained, with reports that parts of Micron’s HBM capacity are already effectively booked ahead.  That said, chasing near psychologically important levels like $800 carries elevated volatility risk. Options markets are implying very large near-term swings, roughly ±8-9% this week alone.  My view: Long-term bullish thesis: still intact Near-term risk/reward after a vertical move: less attractive Best setup: partial entry now + add on pullback Key levels: $800 to $820: breakout momentum zone, but also profit-taking territory ~$770: first meaningful support ~$727 to $730: d

wow this is big news

I'm out of MU it's gone up so fast since 1 May

Dell + Intel + AMD + Micron + Apple + NVIDIA + SanDisk has largely outperformed the broader market, driven by AI infrastructure deployment.

Korea companies coming in will be fun

Can wait for the Korea gonna be fun

Buy the dip, sell the surge 

what goes up, gonna come down 

Just be careful, given price have already gone up so much and so quickly. What goes up fast, can potentially come down fast too🤔🤔

I do not think the entire H2 upside has been fully priced in yet, but expectations are now extremely elevated. Micron Technology and SanDisk are benefiting from something larger than a normal memory rebound: HBM demand tied to AI accelerators remains supply constrained. AI servers consume far more DRAM and NAND per rack than traditional servers. Hyperscaler capex has shifted from “testing AI” to infrastructure scaling. That is why markets are willing to pay higher multiples versus past memory cycles. Still, the market is beginning to price in a “perfect scenario”: sustained HBM shortages, disciplined supply growth, and continued hyperscaler spending into 2027. The biggest risk is exactly what you highlighted. If Samsung Electronics or SK Hynix aggressively expand HBM/DRAM capacity faster t

$Micron Technology, Inc.(MU)$ still looks interesting to me, but after a move like this the question is less “is demand good?” and more “how much is already priced in?” AI server demand, tighter memory supply, and a better pricing backdrop can keep the cycle stronger for longer. But after a sharp run, I think the easy money is gone. From here, MU probably needs execution to stay ahead of expectations, not just good headlines. I’m still constructive, but I’d be more interested on pullbacks than chasing straight strength.

It'll go up will reach 1000 / share possible end  Of this month or mid of next month.