$MU — WSB TERMINAL

$MU MICRON TECHNOLOGY, INC. TECHNOLOGY EQUITY SIMULATION

$981.61

-14.24 (-1.43%)

LAST PRICE · 15 MIN DELAY

DAY CHG -1.43%

5D CHG +13.61%

30D CHG +97.62%

MARKET CAP

        1.11T
        
        LARGE CAP

SHORT FLOAT

3.3%

NORMAL

WSB POSTS

5754 UPVOTES

BULL/BEAR SPLIT

11:1

92% BULLISH

AVG UPVOTES / POST

360

ENGAGEMENT

SECTOR

TECHNOLOGY

CLASSIFICATION

PRICE PERFORMANCE

RETURNS

1 DAY	-1.43%
5 DAY	+13.61%
30 DAY	+97.62%

30-DAY PRICE HISTORY

WSB SENTIMENT

16 POSTS

BULLISH	11 posts · 69%
BEARISH	1 posts · 6%
NEUTRAL	4 posts · 25%
TOTAL UPVOTES	5754
AVG UPVOTES	360

69% BULL 25% NEUT 6% BEAR

DUE DILIGENCE — $MU

16 ITEMS

2026-06-14 16:51 BULL

Micron will beat earnings easily. Data proof.

▲ 1 💬 0 u/SnooHedgehogs5162 REDDIT_SCRAPED

South Korea and Taiwan trade data from May shows memory semiconductor exports surging 254.9% and 51.7% year-over-year respectively, driven by AI-related demand and pricing power that far exceeds Wall Street's conservative Q3 price increase expectations of 3-13%. Micron is positioned to significantly beat earnings due to stronger-than-anticipated DRAM and SSD contract pricing in enterprise AI segments.

$MU

2026-06-13 12:06 BULL

My very simple semi/memory/storage stocks DD

▲ 1 💬 0 u/jfwelll REDDIT_SCRAPED

Memory and storage component prices are increasing with tight supply constraints, evidenced by price surcharges from major suppliers like Ubiquiti and bulk purchase limits. The author bullishly projects continued strength in semiconductor stocks unless a broader market collapse occurs.

$MU $SNDK

2026-06-09 07:02 BULL

Micron is going to the moon (with or without you)

▲ 1 💬 0 u/ramboxfb REDDIT_SCRAPED

Micron is positioned for significant growth due to strong demand for memory chips driven by AI infrastructure expansion and data center buildouts. Key risks include cyclical semiconductor market downturns, geopolitical tensions affecting supply chains, and intense competition from other memory manufacturers.

$MU

2026-06-05 17:33 BULL

Mr. Market is not valuing MU correctly

▲ 1 💬 0 u/aka0007 REDDIT_SCRAPED

Memory (RAM) supply constraints are the critical bottleneck for AI infrastructure expansion over the next 2-3 years, making MU undervalued given its revenue growth (2.25X in 6 quarters) outpacing NVIDIA's (2.05X) while hyperscaler CAPEX continues accelerating. MU, SK Hynix, and Samsung are the only suppliers capable of producing next-gen memory needed for both NVIDIA and hyperscaler AI chips, creating a structural supply shortage that will intensify with upcoming GPU architectures.

$AVGO $GOOGL $MRVL $MU $NVDA

2026-06-04 19:05 BULL

AAOI - The Chokepoint To $525-$700

▲ 1 💬 1 u/alwaysmoney2 REDDIT_SCRAPED

AAOI is a vertically integrated optical supplier positioned as a critical chokepoint in the AI networking supply chain, with actual demand ($1.4-1.5B) significantly exceeding guided capacity ($1.1B), suggesting substantial undervaluation despite a 600% run-up from $15 to $200. Key risks include the company's history of GAAP losses, extremely high beta (3.71) indicating volatility, execution risk on capacity expansion, and potential demand destruction if AI capex cycles slow.

$AAOI $IREN $MU $POET

2026-06-04 05:10 BULL

Everyone around me is rotating out of AI into dividend stocks. That means we haven't even started.

▲ 1 💬 0 u/ImagineDawinism REDDIT_SCRAPED

The author argues that AI is still in early innings of adoption despite recent bubble concerns and rotation into dividend stocks, citing low retail participation, early infrastructure buildout, and sub-single-digit business penetration as evidence of a major growth opportunity ahead. The contrarian signal of smart money rotating to safety suggests the pain trade is upward, not downward, making this a bullish setup similar to internet adoption cycles.

$GOOGL $MRVL $MU $SNDK

2026-06-03 22:37 NEUT

Maybe true Marvell was the friends we made along the way?🌈✨

▲ 1 💬 0 u/Known-Store2826 REDDIT_SCRAPED

Marvell (MRVL) is positioned for significant growth due to Nvidia's endorsement and its role in AI infrastructure, though it would need to quadruple market cap to reach trillion-dollar status. However, Micron (MU) maintains a competitive advantage through superior supply-demand dynamics and HBM supply shortage pricing power, which may outpace Marvell's high double-digit growth trajectory.

$MRVL $MU $NVDA

2026-06-03 15:21 BULL

LAM research, the next AI slop stock that will reach 1T USD.

▲ 1 💬 0 u/Prefer_Diet_Soda REDDIT_SCRAPED

Lam Research (LRCX) is positioned as a semiconductor equipment monopoly with near-100% market share in critical technologies (cryogenic atomic layer etching for TSVs and GAA selective etching) that are essential for HBM and advanced chip manufacturing. The post argues LRCX is undervalued at $400B and represents a "picks-and-shovels" play that could reach $1 trillion as AI chip demand drives exponential demand for their machines.

$LRCX $MU $NVDA

2026-06-02 22:21 BEAR

Is MU still a good buy?

▲ 1 💬 0 u/Original-Ad3709 REDDIT_SCRAPED

Investor is concerned about Micron Technology (MU) valuation at 1000+ and fears buying near a peak driven by hype rather than fundamentals. Key risks include potential valuation correction and the possibility of the stock declining immediately after purchase.

$MU

2026-05-29 20:10 NEUT

MICRON 1 trillion VS when NVIDIA reached 1 trillion

▲ 1 💬 0 u/MotherBake4137 REDDIT_SCRAPED

Post compares Micron's path to $1 trillion market cap versus Nvidia's achievement, likely analyzing valuation metrics, growth trajectories, and competitive positioning in the semiconductor industry. Key risks include cyclical memory chip demand, competition from Samsung and SK Hynix, and execution on advanced node technology.

$MU $NVDA

2026-05-28 18:59 BULL

Bullish on MU, historically a company with strong fundamentals

▲ 1 💬 0 u/fintech-fire

The author is bullish on Micron Technology (MU) based on historically strong fundamentals, though the post lacks specific catalysts or detailed analysis. Key risks include cyclical semiconductor industry dynamics, competition from larger players, and potential macroeconomic headwinds.

$MU

2026-05-27 04:40 BULL

Silicon Ascent

▲ 1 💬 0 u/xYikesx

UBS has issued a bullish target on Micron Technology, citing AI memory opportunities as a growth driver. The post emphasizes innovation potential but acknowledges market volatility and inherent investment risks.

$MU

2026-05-23 03:53 BULL

MU set up for NVDA like revenue growth

▲ 1 💬 0 u/Heavy_Pudding7988

MU poised for significant revenue growth similar to NVDA's 2023 spike, with quarterly revenue nearly doubling from $13.6B to $23.86B. Memory chip demand expected to drive valuations toward $1T+ as earnings approach, though leverage through margin trading presents material risk.

$AMD $MU $NVDA $SNDK

2026-05-12 21:09 BULL

The Analog Chip Trade: Texas Instruments to 2 Trillion

▲ 162 💬 146 u/samvarr

Texas Instruments is positioned as the dominant analog chip supplier for the multi-trillion dollar AI infrastructure buildout through 2030, benefiting from national security mandates for domestic manufacturing, direct AI co-design partnerships (Nvidia 800V architecture), nuclear energy expansion, and space/satellite infrastructure. Key risks include execution on fab scaling, geopolitical policy reversals, competition from international analog chip makers, and valuation assumptions dependent on speculative AI capex forecasts.

$INTC $MU $NVDA $TXN

2021-04-06 16:23 NEUT

Building off the post from yesterday, I built a dashboard that tracks congressmen’s returns from stock trading over time. You can use it to see who’s a fellow member of WSB and who’s actually making money.

▲ 2953 💬 145 u/pdwp90

A user created a dashboard tracking U.S. senators' and representatives' stock trading performance over time, comparing their returns to the S&P 500. The post identifies several politicians who appear to trade meme stocks (SNAP, TSLA, SPCE, etc.) and analyzes their timing and success, suggesting some may follow WSB or actively inverse it.

$AMD $BYND $GE $GLD $LULU $MU $NVDA $SNAP $SPCE $TSLA

2020-11-07 14:47 NEUT

I wrote some code to scrape US financial disclosures and track stock trading by politicians. Here are 5 congressmen who definitely browse this sub.

▲ 2626 💬 122 u/pdwp90

User developed a tool to track US politicians' stock trading from financial disclosures and identified 5 congressmen whose trading patterns suggest they may follow WSB, including Josh Gottheimer (held SNAP through 75% loss before recovery), Pat Roberts (well-timed TESLA entry/exit), and Alan Lowenthal (successful GLD and SPCE trades). Key risks include potential insider trading implications and the speculative nature of correlating political trading with retail investing patterns.

$AMD $BYND $GE $GLD $LULU $MU $NVDA $SNAP $SPCE $TSLA

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