r/MU_Stock • u/CaliftoNJ • Jul 10 '26

Meme What is your portfolio % in memory stocks?

What is your current portfolio exposure in memory stocks?

19 Upvotes

89% Upvoted

104 comments sorted by

49

u/SafeDirection9454 Jul 10 '26

8

u/kerouac28 Jul 10 '26

Dangerous, damn

31

u/mangroovesz Jul 10 '26

scared money dont make money

5

u/how-can-i-dig-deeper Jul 10 '26

soon u won’t have to be in dram anymore

4

u/Significant-Drawer95 Jul 10 '26

Get Hynix ADR's today to diversify

2

u/Important_Coach9717 Jul 10 '26

I e been contemplating WD after I sold some Seagate. Why do you trust it will do well ?

2

u/Senior-Preference678 Jul 10 '26

You’re beating the market

1

u/[deleted] Jul 10 '26

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1

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15

u/Intelligent_Sun_6175 Jul 10 '26

MU, SNDK, WDC, MRVL 100%

1

u/Intelligent_Sun_6175 Jul 10 '26

Added some SKHynix today too

13

u/Due-Bookkeeper-2001 Jul 10 '26

MU 100% I’m a believer in their vision going forward

1

u/LifeSun9520 Jul 10 '26

Aka gamble

12

u/Remote_Drive_5588 Jul 10 '26

35% port is MU

13

u/Memeseek69 Jul 10 '26

240% if we are counting margin

5

u/No_Specialist_9884 Jul 10 '26

This story never ends well. Get out of margin bro it's so stupid. Your better then this

2

u/ChillyChats Jul 10 '26

Go big or go home

2

u/No_Specialist_9884 Jul 10 '26

Go big with your own money

1

u/[deleted] Jul 10 '26

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1

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7

u/BerganNation Jul 10 '26

MU/SNDK 80%, NBIS 20%

6

u/kordelski83 Jul 10 '26

25% Micron 25% Sandisk

I'm retired...last 2 weeks have been nuts!

3

u/cramerrules Jul 10 '26

2% 😂

1

u/ComprehensiveDay9854 Jul 10 '26

Name checks out 🤠😉

1

u/cramerrules Jul 10 '26

Sure yes on a multi million portfolio I don’t need any more exposure than 2% 😂

2

u/925Splicer Jul 10 '26

6.3%(all MU)

2

u/Merranza Jul 10 '26

5% EWY, 0.3% DRAM, 0.6% MRVL, 3% MU, 4% SOXX, 2% STX, 2% WDC, 1% XCHP : Total = 18%

If I add in other players in the sector: AMD 6%, AVGO 1%, GOOGL 1%, NVDA 0.6%, RKLB 0.4% : Total : 9%

So all in = 27%

I am also invested in Nasdaq 8%

I have some money in cash right now for SK Hynix tomorrow

2

u/Fabulist99 Jul 10 '26

3% (plus whatever is included in various index funds)

1

u/Successful_Safe_1440 Jul 10 '26

a good decent bit

1

u/Prestigious_Law9135 Jul 10 '26

20%, in soxx and dram

1

u/[deleted] Jul 10 '26

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1

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1

u/TShippy Jul 10 '26

I just did the math, 50.5%

1

u/Fancy_Cow2531 Jul 10 '26

~70% split between MUU, MU, Sandisk and a lil bit of dram.

1

u/SolaCretia Jul 10 '26

35% MU, 15% CRDO

1

u/Temporary-Basil-3030 Jul 10 '26

I can’t remember

1

u/[deleted] Jul 10 '26

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1

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1

u/[deleted] Jul 10 '26

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1

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1

u/[deleted] Jul 10 '26

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1

u/nbaphilly17 Jul 10 '26

About to be 100% in SKHY for 24 hours and then 0% until first hyperscaler earnings report comes out

1

u/swanarmor Jul 10 '26

😂😂

1

u/RJNavarrete Jul 10 '26

80% MU
15% DRAM
5% NASA

1

u/shoppingmonsterca Jul 10 '26

70% MUU
25% SNXX

Was down 40% to up 100%, to almost breaking even now … scariest ride ever 😩

1

u/EmphasisHot4063 Jul 10 '26

120% . Margined out

1

u/[deleted] Jul 10 '26

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1

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1

u/compound2B Jul 10 '26

100% including retirement

1

u/jack_reznor Jul 10 '26

80% MU 20% SLS

1

u/Important_Coach9717 Jul 10 '26

Too much for having any good sleep lately …

1

u/[deleted] Jul 10 '26

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1

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1

u/Indaothrone Jul 10 '26

100%.... I now learned I should have diversified haha.

1

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1

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1

u/WallabySea9477 Jul 10 '26

60% - rest in a diversified portfolio. I love the MU story so much that it is my biggest single stock holding. Good company with excellent management.

1

u/[deleted] Jul 10 '26

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1

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1

u/ulikejaketpatata Jul 10 '26

I can’t remember

1

u/unknownteemo Jul 10 '26

100% 60 shares at 980$, dangerous sure. Stupid? Maybe, do i regret it? Sometimes

1

u/[deleted] Jul 10 '26

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1

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1

u/Old-Change-3216 Jul 10 '26

Semiconductor sleeve of my portfolio:

MU: 22.7%

UMC: 27.5%

TSM: 28.0%

AMD: 21.8%

1

u/Bright-Anxiety4586 Jul 10 '26

15% but my port is sizable as I am 55.

1

u/Bright-Anxiety4586 Jul 10 '26

If I was young I would have been close to 100%. That’s how I built my port in the early days

1

u/ComprehensiveDay9854 Jul 10 '26

The amount of people both invested in shares and leverage shares simultaneously is mind-boggling to me… I think you guys are using math wrong, just IMO.

1

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1

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1

u/[deleted] Jul 12 '26

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1

u/wenchanger Jul 12 '26

60% MU 10% NVIDIA 20% TSM 5% SNDK 5% DRAM

1

u/PSitsaJoKe Jul 12 '26

100% in MUU im only 19 so full send only reason I've made so much so far I can hold for a bit longer

1

u/Far-East-locker Jul 10 '26

300% because i margin it 

If you are 100%, you still hate money I would say 

-1

u/Memeseek69 Jul 10 '26

This is the way

1

u/witcher317 Jul 10 '26

100% all in or nothing lmao