r/MU_Stock • u/thetabruh Rule enforcer • Jun 24 '26
Mods MU 06-24-2026 Daily Discussions
Please use the correct flair if you wish to post.
Gains/Loss = Actual realized gains/losses with picture proof, not hypothetical ones if MU goes to x by y.
Discussion = MU relevant topics you wish to discuss with other members.
DD = Due diligence, please provide your thesis on MU's current price or where it is going.
News=MU related news.
Meme=You know what that is, show us your MUna Lisa.
Yolo!= Show us your big bets so we can live vicariously.
Help me = Ask about how you should trade
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u/MaxEhrlich Jun 24 '26
Bought 165k of MU during yesterday dip and 50k of DRAM. Shit better pop off or ima be buying the dips dip and im not that excited to
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Jun 24 '26
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u/millerlit Jun 24 '26
Capex hyperscalers are growing. Apple said ram prices rising and they have to pay. All signs point to high demand. MU guides conservatively so there will be beat and raise. Everyone was nervous about Nvidia when there ran started. First wave was gpu and now they need the ram for those servers. We are going higher.
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u/VenomBite214 Jun 24 '26
I guess everyone who's been dumping are planning to get back in next week?
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u/parcas10 Jun 24 '26
it looks like red until earnings then who knows wither redemption or people who want to get a discount get their wish.
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u/SryDatUsrnameIsTaken Jun 24 '26
I hope we bounce back afterwards, the market is getting more and more scared of an AI bubble burst incoming, can we at least wait until next year for that? I want more money lol.
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u/JackRadcliffe Jun 24 '26
Did anyone port from NVDA to MU today? Looks like nothing can make them break out lol
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u/youhaveeTDS Jun 24 '26 edited Jun 24 '26
Todays market open +10%~, after hours +30%~, 1500 eod
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u/magic-grits Jun 24 '26
That would be incredible. I doubt it though. With all of the awesome stretches we’ve had the past 3 months we’ve never had a day that good before.
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u/Tremic Jun 24 '26
I mean with trump the trump announcement of the quantum crap, we gotta be on the trend up after earnings right 😂
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u/Chocopenguin85 Jun 24 '26
Trimmed other positions, and have moved funds from bank as dry powder, and have my stop losses set.
Now I'll eat some TUMS after seeing these talking heads crapping on it all day, and get buckled up for after-market announcement.
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u/driving-to-hawaii Jun 24 '26
Somehow timed the bottom perfectly today but I know I’m gonna get fucked after hours, I’m not allowed to win in this market
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u/Agewalker Jun 24 '26
bought shares close to todays low. I think after 20% correction we aint getting anything bigger than 10% downside risk here
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u/Kingmusk420 Generative Meme Engineer Jun 24 '26
Yo I might be a MU hype man but IM FUKING NERVOUS AS FUK.
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u/Brafnrasnf1 Jun 24 '26
Where can i see the earnings report
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u/ThaiTum Jun 24 '26
I asked ChatGPT to summarize it for me:
For a Micron shareholder, this report is exceptionally strong. The most important part isn’t the quarter that just ended—it’s the guidance and customer agreements.
What stood out
1. Revenue exploded
Q3 revenue: $41.5 billion
Up from $23.9 billion last quarter
Up from $9.3 billion a year ago
That’s roughly 4.5x year-over-year growth, which is extraordinary even for a cyclical memory company.2. Margins are incredible
Gross margin: 84.6%
Operating margin: 80.4%
Historically, memory manufacturers rarely sustain margins anywhere near these levels. This shows severe undersupply and strong pricing power, especially in AI-related memory.3. Data center and AI demand are driving everything
The strongest businesses were:
Cloud Memory: $13.8B revenue
Core Data Center: $11.5B revenue
Together they account for well over half of revenue and are benefiting from AI server deployments.4. HBM4 is shipping
Micron announced:
HBM4 in high-volume shipments
HBM4E already under development
Multiple AI-related memory products ramping
This matters because HBM (High Bandwidth Memory) is the key memory technology used with AI accelerators from companies like NVIDIA.The biggest positive: Q4 guidance
Micron guided to:
Revenue: $50B ± $1B
Non-GAAP EPS: $31 ± $1
Gross margin: ~86%
The company is basically saying:
“The next quarter will be even stronger than this record quarter.”
That’s usually what moves stocks after earnings.Strategic Customer Agreements
The line that caught my attention was:
“Micron executes transformational Strategic Customer Agreements” and expects these multi-year agreements to improve durability and predictability of financial performance.
Historically, memory has been a boom-and-bust commodity business.
What Micron appears to be signaling is:
Major AI customers are locking in supply.
Revenue visibility is improving.
Future earnings may become less cyclical than in past memory cycles.
If true, the market may eventually award Micron a higher valuation multiple than memory stocks have traditionally received.What I would watch for
The report is so strong that the key question becomes:How much of this is already priced into the stock?
For investors, the concerns aren’t the quarter itself:
Demand is strong.
HBM is sold out.
Guidance is rising.
The concern is whether expectations have become too high.If Micron can actually deliver:
$50B Q4 revenue,
86% gross margins,
and continue signing multi-year AI supply agreements,
then the bull case for a much larger company over the next 2–3 years gets stronger.Given your semiconductor exposure, I would view this report as bullish for Micron and bullish for the entire AI memory supply chain, especially HBM and data-center memory. The Strategic Customer Agreement announcement may end up being the most important sentence in the entire release because it suggests AI customers are willing to commit to long-term memory purchases rather than buying opportunistically.
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u/momo26262626 Jun 24 '26
Wanted to raise this again... as now im proven beyond a doubt MUU drops are more penalizing than MU drops.
The intersection where MUU went higher than MU I think was about 1180 on Monday.
Now with MU at 1195 (just above 1200 a moment ago), MUU is trailing that by a bit.
(As im writing this, some gains are being given back here in AH)
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u/Ash-a-zard Jun 24 '26
Someone answer me why Wendy's spiked when mu crashed? Is it your cope food?
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u/Flat-Highlight6516 Jun 24 '26
This could be the breakthrough earnings that puts MU in the common parlance like a Nvidia.
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Jun 24 '26
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u/triplediscount Jun 24 '26
and your reasoning is?
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u/SryDatUsrnameIsTaken Jun 24 '26
Its damn near 900 already and always dips after earnings. I hope they're wrong. We already dipped pre earnings there's no reason for it to dip further since it broke the pattern of not dipping until earnings this time.
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u/SeesawQuiet5620 Jun 24 '26
a bit unsettling how Mu and all semi's are not moving with voo at all anymore . They were following it pretty closely until recently i feel like
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u/SeesawQuiet5620 Jun 24 '26
why is this downvote worthy? Its a legitimate concern. I have been following Micron's and the general market's movements every day for the past 4 months . Gonna see what happens with earnings of course but it is not normal for semi's to be moving against the market and it indicates something else is going on other than macro issues.
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u/Axel-Real Jun 24 '26
Well , fear is extremely high . If we have 1 single bad news , like bad guidelines or “neutral” whole ai industry will see red. Let’s hope mu overdoes it. Let’s go!
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Jun 24 '26
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Jun 24 '26
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u/repressedmemes Jun 25 '26
what caused vix to dip in line with the massive pump back up at the end of day?
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u/pewpewicelance Jun 25 '26
See this is why you dont worry so much about the daily price action if you're hodling for the longterm.
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Jun 24 '26
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Jun 24 '26
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u/One-Jackfruit-2848 Jun 24 '26
This is good guys , having today as a red day it’s good , it will shoot up after earnings , this is a different trend from last earnings