MU
Micron Technology, Inc. · Technology · Semiconductors
$884.74
-5.30% 今日 · +0.82% 1W
10月30日 收盤或最新價
盤後 $889.20 +0.50% ·
提及 · 過去一小時
2
相對今日速度 +100%
提及 · 24 小時
12
相對本週速度 -87%
提及 · 7 天
658
74% 正面
平均情緒 · 24 小時
-0.069
每則提及,−1 到 +1
Reddit 怎麼說
過去 7 天多空雙方最多讚的看法。
看多
Meta diluting 100B to buy more NVDA and MU chips is bullish LMAO.
I play MU and SNDK earnings, they both double beat and raise guidance and go red.
Buy NBIS and MU calls 3 months out and get rich.
看空
MU (micron) has the auto industry locked up with commitments to older lines but may still be overvalued.
Sold my MU call for a loss this morning.
The death of MU was greatly exaggerated.
最熱門留言
Amazon's Free Cash Flow aka Cash Burn is now -42.4B TTM.
It's funny because all of that money (and Goolge's similar cash incineration) is going to NDVA and MU, but their stocks are also tanking. Good times.
熱門留言
最新
How are you guys planning to trade the Anthropic IPO? S-1 doesn't look great
What would you consider memory companies like MU now, a trade or investment? I bought thinking the fundamentals were good, but the price seems to be suppressed due to a mix of AI uncertainty and bad macros. I'm not sure if the party is already over.
13 小時前
Google is cheap but MU is much cheaper so I rather buy MU. Cost opportunity.
16 小時前
Best F'ng buying opportunity in a while
Its revenue is tied entirely to the ad market - thats driven by consumer behavior, would be impacted severely in an economic down turn (impairing their debt repayment) and they have no other revenue streams. … MU (micron) has the auto industry locked up with commitments to older lines but may still be overvalued.
Hey bulls...
exactly, its very simple, institutions arent buying big calls right now and are day trading with tactical asset allocation to things like aapl or lly or consumer defensive. … theyll switch back to MU sndk with big money post midterm again.
Yeah where is the bubble with forward multiples of MU and SK Hynix at like... 3-5?
Almost a trillion USD wiped out
But it's not about recovery speed. I'm talking about stress. … One stock drops 50% and it is very very stressful.
1 天前
Hey bulls...
Kioxia had weak guidance but thats because they are 30% consumer revenue, wheras sandisk is 3%, bullish for AI, memory, kioxia did a bad job compared to other memory companies like MU and skhy and not as smart as sandisk who just had a blowout quarter and blowout guidance. … After nov 3rd market will flip bullish even if theres a rate hike which will help bonds again too.
Amazon's Free Cash Flow aka Cash Burn is now -42.4B TTM.
It's funny because all of that money (and Goolge's similar cash incineration) is going to NDVA and MU, but their stocks are also tanking. Good times.
What Are Your Moves Tomorrow, October 30, 2026
WHY THE FUCK IS EVERYTHING GETTING SLAUGHTERED? MU has nothing to do with this? Fuck off.
Daily Discussion Thread for October 30, 2026
Lmao blood in the water and MU buyers lining up with open bags. Love to see it.
2 天前
We will chase the bubble
Semis are good and probably posed to remain good for some foreseeble feature, but if and when they lose their pricing power, whether due to increase in supply or decrease in demand, they will crash so hard. … But probably, the central banks will wait for something to break first and things to go very bad, otherwise they would be blamed to cause very high inflation.
What Are Your Moves Tomorrow, October 28, 2026
I play MU and SNDK earnings, they both double beat and raise guidance and go red. I don't play SK hynix because of the above and insteas choose Seagate STX... Guess what... As a bonus, I played HOOD as well after seeing SOFI's earnings in the morning. Do you want fries with that?
Question regarding "order books" ASML and other chip makers
MU/Samsung: bent every customer over and gave it to them - this is the give and take of the memory space but this is stupid. … MU is set up pretty well cause they locked some stupid customers into existing contracts.
Possible repricing (Optics (AAOI))
Totally agree. How the LITE board even agreed to go into talks is a mystery to me. … And no i dont think that it will go through, but i do appreciate the attention it brings to the optical sectors, especially after a huge correction in the sector.
6 天前
South Korea's KOSPI Stocks Plunge Wipes approximately $830 Billion; SK sinks 30%, Samsung down 24%, Hyundai and Hanwha dropped 20%
It's also a new article talking about a week old drop. Annoying because thought my MU puts were going to print from this. This crap should be worthy of a temporary ban or something.
What Are Your Moves Tomorrow, October 26, 2026
I've seen this same playbook in July 2026. Buy NBIS and MU calls 3 months out and get rich.
Daily Discussion Thread for October 26, 2026
Meta diluting 100B to buy more NVDA and MU chips is bullish LMAO.
The Lounge
MU makes me sick. Had it for the longest time in my long port when it was way undervalued when it was hovering between 80.00-110.00....which was inly like 1.5 years ago! Now its 878.00!! That and Netflix are probably my two biggest regrets.
逐日
| 日期 | 收盤 | 漲跌 | R500 | 提及次數 | 正向 | 讚數 | 加權情緒 |
|---|---|---|---|---|---|---|---|
| 11月1日 週日 | 4 | 3 | 4 | -0.2 | |||
| 10月31日 週六 | 21 | 15 | 29 | -4.6 | |||
| 10月30日 週五 | 884.74 | -5.30% | #458 | 130 | 99 | 180 | 36.7 |
| 10月29日 週四 | 934.27 | -4.98% | #491 | 117 | 79 | 136 | -1.4 |
| 10月28日 週三 | 983.23 | +5.86% | #7 | 179 | 141 | 218 | 7.8 |
| 10月27日 週二 | 928.76 | +2.77% | #68 | 105 | 68 | 126 | -10.8 |
| 10月26日 週一 | 903.70 | +2.98% | #35 | 84 | 69 | 108 | 17.5 |
| 10月25日 週日 | 17 | 14 | 20 | -1.7 | |||
| 10月24日 週六 | 2 | 2 | 2 | 0.6 | |||
| 10月23日 週五 | 877.55 | +2.46% | #27 | 2 | 2 | 2 | 0.4 |
| 10月22日 週四 | 856.49 | -6.26% | #465 | 8 | 8 | 11 | 4.2 |
| 10月21日 週三 | 913.67 | +1.96% | #68 | 1 | 1 | 1 | 0.0 |
| 10月20日 週二 | 896.07 | -0.98% | #458 | 1 | 1 | 1 | 0.0 |
| 10月19日 週一 | 904.90 | +2.97% | #18 | 2 | 2 | 2 | 0.0 |
| 10月18日 週日 | 11 | 10 | 14 | 2.0 | |||
| 10月17日 週六 | 2 | 2 | 3 | 1.2 | |||
| 10月16日 週五 | 878.84 | -5.63% | #481 | 8 | 7 | 10 | 1.6 |
| 10月15日 週四 | 931.24 | +1.87% | #218 | 3 | 3 | 7 | 2.7 |
| 10月14日 週三 | 914.13 | -4.08% | #455 | 37 | 30 | 67 | 35.3 |
| 10月13日 週二 | 953.04 | -3.62% | #491 | 6 | 5 | 11 | -2.7 |
| 10月12日 週一 | 988.88 | -3.88% | #487 | 15 | 13 | 22 | 7.5 |
| 10月11日 週日 | 5 | 3 | 4 | -0.7 | |||
| 10月10日 週六 | 4 | 4 | 4 | 1.2 | |||
| 10月9日 週五 | 1,028.84 | -0.66% | #414 | 2 | 1 | 1 | 0.0 |
| 10月8日 週四 | 1,035.68 | -4.79% | #492 | 7 | 6 | 9 | 2.8 |
| 10月7日 週三 | 1,087.83 | +4.06% | #3 | 2 | 2 | 2 | 0.6 |
| 10月6日 週二 | 1,045.40 | -1.73% | #470 | 17 | 9 | 28 | -3.4 |
| 10月5日 週一 | 1,063.79 | -1.02% | #454 | 5 | 4 | 7 | 1.6 |
| 10月4日 週日 | 1 | 1 | 2 | 1.7 | |||
| 10月3日 週六 | 1 | 1 | 1 | 0.2 |