• DEEP.PROFITDEEP.PROFIT
      ·06-11 19:44
      $SanDisk Corp.(SNDK)$ it's clear that you guys should buy. At 1400. Do not hold bags. No volume means plunge anytime 
      6.39K2
      Report
    • kloudkloud
      ·06-11 19:24
      $Micron Technology(MU)$  awesome discount
      84Comment
      Report
    • CastrodiasCastrodias
      ·06-11 19:16
      Cheaaaa fak around and find out keeen on some money bei
      86Comment
      Report
    • LanceljxLanceljx
      ·06-10
      My view is that this looks more like a relief rally within an ongoing uptrend than a definitive "all clear" signal. Friday's selloff had many characteristics of a panic-driven deleveraging event. When positioning becomes crowded, even rumours of AI demand weakness can trigger indiscriminate selling. The speed of the rebound suggests investors still believe the long-term AI infrastructure story remains intact. That said, a few things make me cautious about chasing: • One-day rebounds can be deceptive. A 10-15% move in semis often reflects short-covering, leveraged ETF rebalancing, and fear-of-missing-out buying rather than a fundamental change. • Valuations remain elevated. Many AI-linked semiconductor names are still priced for strong growth. Any signs of slowing hyperscaler spending or we
      1.08K1
      Report
    • EliteEquityEliteEquity
      ·06-10
      $Micron Technology(MU)$  not likely over. The downtrend will persist till after fomc. Good to accumulate on weakness for the long term. Gear up for Nov elections
      3.64KComment
      Report
    • DEEP.PROFITDEEP.PROFIT
      ·06-10
      $SanDisk Corp.(SNDK)$ retail always loses . Insiders know it best . It's always hype. Vol thins out. Bump up and sell. Retail get stuck . 
      1.35K2
      Report
    • vspvsp
      ·06-10
      This wont stay under 1k for long 
      251Comment
      Report
    • IsleighIsleigh
      ·06-10

      MU Reclaims $900: V-Shape Bounce or the Real Recovery?

      Let's establish what actually happened first. Friday was Wall Street's worst day of the year. The Nasdaq fell 4.2% and the S&P 500 dropped 2.6% after May payrolls came in at 172,000, more than double expectations, raising the probability of a Fed rate hike and triggering the Philadelphia Semiconductor Index's largest single-session decline in months. The trigger was not an earnings miss. Not a product failure. Not a fundamental shift in AI demand. It was a jobs number that spooked rate expectations, and chip stocks happened to be the most crowded trade on the board. MU bore the brunt of it. Then Monday happened. Chip stocks rebounded sharply, led by Marvell and Micron, up almost 9% and 7% respectively. The 3x leveraged chip ETF soared 15.83%. Intel gained 11.19%. NVDA climbed after ann
      518Comment
      Report
      MU Reclaims $900: V-Shape Bounce or the Real Recovery?
    • nerdbull1669nerdbull1669
      ·06-10

      Macro AI Rotation and Tactical Options Playbook for Nvidia and ARM

      The recent volatility across the semiconductor sector has understandably kept everyone on edge. To clarify a quick detail on the recent tape: the steep multi-day selloff in chip stocks actually peaked late last week (wiping out massive market value on stretched valuation concerns), while the price action on Monday and Tuesday (June 8–9) was a strong, tech-led rebound. $Micron Technology(MU)$ clawed back toward the $930+ level after dipping into the mid-$800s, and the broader Philadelphia Semiconductor Index posted its best two-day advance in a month. However, we might need to ask these core questions: Is this volatile patch just a healthy reset, or are we witnessing a structural shift in the AI narrative? Let’s break down the macro dynamics playing
      607Comment
      Report
      Macro AI Rotation and Tactical Options Playbook for Nvidia and ARM
    • BuniBuni
      ·06-10
      Micron (MU) is back making major waves by reclaiming the crucial $900 level! 🚀With the company's fiscal Q3 earnings coming up fast on June 24, Wall Street is buzzing. Analysts are forecasting an explosive 900%+ year-over-year surge in EPS, largely driven by their high-bandwidth memory (HBM) supply being completely sold out well into calendar year 2026. This looks like a powerful momentum shift right before the numbers drop.Who is holding their position through the upcoming earnings call? Let’s talk targets! 📈🎯 #Micron #Semiconductors #AI
      270Comment
      Report
    • Ken Ng145Ken Ng145
      ·06-09
      Am chasing the unicorn!
      32Comment
      Report
    • PatmosPatmos
      ·06-09
      Yes Micron is the best memory stock with a PE of 8 I'am definitely buying & very bullish 
      202Comment
      Report
    • koolgalkoolgal
      ·06-09
      🌟AI stocks are expensive if you look at today's earnings.They are cheap if you look at the next decade. To value AI stocks we look at whether the company has moats, eco system lock in, its growth rates, free cash flow rates & core earnings fundamentals. I like $Taiwan Semiconductor Manufacturing(TSM)$ because it sits as the ultimate gatekeeper of modern technology.  Nvidia, Broadcom, AMD & Apple cannot physically manufacture a single cutting edge chip without asking TSMC to build it for them. TSMC commands a staggering 70% market share in the global foundry business.  More importantly, when it comes to ultra advanced 3 nanometer & 5 nanometer chips required for AI & high performance computing, TSMC market share is almost
      8156
      Report
    • ChrishustChrishust
      ·06-09
      $Micron Technology(MU)$   is forecast to appreciate in value further after verification of new hbm memory standard and signing of deals with $NVIDIA(NVDA)$   for memory supply agreements. Long $Micron Technology(MU)$  
      513Comment
      Report
    • Afai108Afai108
      ·06-09
      Share share now go go go
      135Comment
      Report
    • Afai108Afai108
      ·06-09
      Share share now go go go
      222Comment
      Report
    • Afai108Afai108
      ·06-09
      Share now share now 
      162Comment
      Report
    • AntonyGeorgeAntonyGeorge
      ·06-08
      This is the rumours 
      152Comment
      Report
    • highhandhighhand
      ·06-08
      $Micron Technology(MU)$   Super cycle still not over. $Roundhill Memory ETF(DRAM)$   Don't like single MU, get the ETF which includes Korean memory makers.  They look.yummy now
      2.20KComment
      Report
    • Gagan RajpalGagan Rajpal
      ·06-08
      *Micron Below $900: Buy the Dip?* Micron is down on NVIDIA order-cut fears. Classic “rumor vs reality” test. If your thesis is AI/HBM demand stays strong for 2-3 years, this dip is noise. If you think AI capex is peaking, $900 won’t be the bottom. *Example*: Have $3k cash? Don’t YOLO at $900. Split it: $1k at $900, $1k at $840, $1k at $780. If rumors fade and stock bounces to $1000, you got some. If it drops to $780, your avg is much better. Key levels: $940 resistance, $850 support, $780 major demand. Buy dips only if thesis intact + keep cash dry. Patience beats panic. Not financial advice.
      518Comment
      Report
    • nerdbull1669nerdbull1669
      ·06-10

      Macro AI Rotation and Tactical Options Playbook for Nvidia and ARM

      The recent volatility across the semiconductor sector has understandably kept everyone on edge. To clarify a quick detail on the recent tape: the steep multi-day selloff in chip stocks actually peaked late last week (wiping out massive market value on stretched valuation concerns), while the price action on Monday and Tuesday (June 8–9) was a strong, tech-led rebound. $Micron Technology(MU)$ clawed back toward the $930+ level after dipping into the mid-$800s, and the broader Philadelphia Semiconductor Index posted its best two-day advance in a month. However, we might need to ask these core questions: Is this volatile patch just a healthy reset, or are we witnessing a structural shift in the AI narrative? Let’s break down the macro dynamics playing
      607Comment
      Report
      Macro AI Rotation and Tactical Options Playbook for Nvidia and ARM
    • IsleighIsleigh
      ·06-10

      MU Reclaims $900: V-Shape Bounce or the Real Recovery?

      Let's establish what actually happened first. Friday was Wall Street's worst day of the year. The Nasdaq fell 4.2% and the S&P 500 dropped 2.6% after May payrolls came in at 172,000, more than double expectations, raising the probability of a Fed rate hike and triggering the Philadelphia Semiconductor Index's largest single-session decline in months. The trigger was not an earnings miss. Not a product failure. Not a fundamental shift in AI demand. It was a jobs number that spooked rate expectations, and chip stocks happened to be the most crowded trade on the board. MU bore the brunt of it. Then Monday happened. Chip stocks rebounded sharply, led by Marvell and Micron, up almost 9% and 7% respectively. The 3x leveraged chip ETF soared 15.83%. Intel gained 11.19%. NVDA climbed after ann
      518Comment
      Report
      MU Reclaims $900: V-Shape Bounce or the Real Recovery?
    • LanceljxLanceljx
      ·06-10
      My view is that this looks more like a relief rally within an ongoing uptrend than a definitive "all clear" signal. Friday's selloff had many characteristics of a panic-driven deleveraging event. When positioning becomes crowded, even rumours of AI demand weakness can trigger indiscriminate selling. The speed of the rebound suggests investors still believe the long-term AI infrastructure story remains intact. That said, a few things make me cautious about chasing: • One-day rebounds can be deceptive. A 10-15% move in semis often reflects short-covering, leveraged ETF rebalancing, and fear-of-missing-out buying rather than a fundamental change. • Valuations remain elevated. Many AI-linked semiconductor names are still priced for strong growth. Any signs of slowing hyperscaler spending or we
      1.08K1
      Report
    • DEEP.PROFITDEEP.PROFIT
      ·06-11 19:44
      $SanDisk Corp.(SNDK)$ it's clear that you guys should buy. At 1400. Do not hold bags. No volume means plunge anytime 
      6.39K2
      Report
    • CastrodiasCastrodias
      ·06-11 19:16
      Cheaaaa fak around and find out keeen on some money bei
      86Comment
      Report
    • kloudkloud
      ·06-11 19:24
      $Micron Technology(MU)$  awesome discount
      84Comment
      Report
    • DEEP.PROFITDEEP.PROFIT
      ·06-10
      $SanDisk Corp.(SNDK)$ retail always loses . Insiders know it best . It's always hype. Vol thins out. Bump up and sell. Retail get stuck . 
      1.35K2
      Report
    • EliteEquityEliteEquity
      ·06-10
      $Micron Technology(MU)$  not likely over. The downtrend will persist till after fomc. Good to accumulate on weakness for the long term. Gear up for Nov elections
      3.64KComment
      Report
    • BuniBuni
      ·06-10
      Micron (MU) is back making major waves by reclaiming the crucial $900 level! 🚀With the company's fiscal Q3 earnings coming up fast on June 24, Wall Street is buzzing. Analysts are forecasting an explosive 900%+ year-over-year surge in EPS, largely driven by their high-bandwidth memory (HBM) supply being completely sold out well into calendar year 2026. This looks like a powerful momentum shift right before the numbers drop.Who is holding their position through the upcoming earnings call? Let’s talk targets! 📈🎯 #Micron #Semiconductors #AI
      270Comment
      Report
    • vspvsp
      ·06-10
      This wont stay under 1k for long 
      251Comment
      Report
    • koolgalkoolgal
      ·06-09
      🌟AI stocks are expensive if you look at today's earnings.They are cheap if you look at the next decade. To value AI stocks we look at whether the company has moats, eco system lock in, its growth rates, free cash flow rates & core earnings fundamentals. I like $Taiwan Semiconductor Manufacturing(TSM)$ because it sits as the ultimate gatekeeper of modern technology.  Nvidia, Broadcom, AMD & Apple cannot physically manufacture a single cutting edge chip without asking TSMC to build it for them. TSMC commands a staggering 70% market share in the global foundry business.  More importantly, when it comes to ultra advanced 3 nanometer & 5 nanometer chips required for AI & high performance computing, TSMC market share is almost
      8156
      Report
    • Ken Ng145Ken Ng145
      ·06-09
      Am chasing the unicorn!
      32Comment
      Report
    • ChrishustChrishust
      ·06-09
      $Micron Technology(MU)$   is forecast to appreciate in value further after verification of new hbm memory standard and signing of deals with $NVIDIA(NVDA)$   for memory supply agreements. Long $Micron Technology(MU)$  
      513Comment
      Report
    • PatmosPatmos
      ·06-09
      Yes Micron is the best memory stock with a PE of 8 I'am definitely buying & very bullish 
      202Comment
      Report
    • Gagan RajpalGagan Rajpal
      ·06-08
      *Micron Below $900: Buy the Dip?* Micron is down on NVIDIA order-cut fears. Classic “rumor vs reality” test. If your thesis is AI/HBM demand stays strong for 2-3 years, this dip is noise. If you think AI capex is peaking, $900 won’t be the bottom. *Example*: Have $3k cash? Don’t YOLO at $900. Split it: $1k at $900, $1k at $840, $1k at $780. If rumors fade and stock bounces to $1000, you got some. If it drops to $780, your avg is much better. Key levels: $940 resistance, $850 support, $780 major demand. Buy dips only if thesis intact + keep cash dry. Patience beats panic. Not financial advice.
      518Comment
      Report
    • Afai108Afai108
      ·06-09
      Share share now go go go
      135Comment
      Report
    • Afai108Afai108
      ·06-09
      Share share now go go go
      222Comment
      Report
    • Afai108Afai108
      ·06-09
      Share now share now 
      162Comment
      Report
    • KinniktKinnikt
      ·06-08
      I wouldn’t treat this as a clean exit signal yet. Micron’s chart was overheated, so a sharp pullback after Broadcom’s AI-guidance disappointment makes sense. But the memory cycle itself still looks strong, especially HBM and AI data-centre demand. I’d avoid leverage, trim only if oversized, and wait for support to form before adding. If MU keeps losing levels on heavy volume, the correction can deepen. If it stabilises, this looks more like profit-taking than a broken thesis. #MU #Micron #DRAM #HBM #Semiconductors #AIStocks #RiskManagement
      601Comment
      Report
    • highhandhighhand
      ·06-08
      $Micron Technology(MU)$   Super cycle still not over. $Roundhill Memory ETF(DRAM)$   Don't like single MU, get the ETF which includes Korean memory makers.  They look.yummy now
      2.20KComment
      Report