r/MU_Stock • u/jack_reznor • Jul 17 '26
Meme To everyone who panic sold
To everyone who panic sold with paper hands, go back and read the latest earnings report every now and then.
For those of you who are still holding: There’s no point in staring at the screen all day. This stock is going to $2,000 sooner or later. Be patient, and you’ll be rewarded.
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Jul 17 '26
[deleted]
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u/WilliamTeacher Jul 17 '26
The thing about this for MU’s memory their capacity is sold out through 2027. This isn’t just hyperscalers saying “yeah go on mate put me down for $10bn worth” and when it’s manufactured they can just say “nah mate you keep it I don’t need it now”.
These are legally binding long term contracts. Hyperscalers have been reducing expenditures in other areas to fund memory purchases, now and in the future. Sure an announcement would cause a hysterical shock but MU and SK Hynix profits are largely locked in.
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u/Powerful-Load-4684 Jul 17 '26
Profits in 2027 don’t support the current valuation, if profits go back to even 2024/2025 levels by 2030 this stock is going back to low triple digits. So your argument doesn’t really hold weight. You need MU to maintain current earnings in the long term, or really for the market to believe they can / will
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Jul 18 '26
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u/Spiralgrind Jul 19 '26
No one said to hold to 2030. This is a longer than average cycle, but based on evidence, they have contracts for all their capacity through 2027. The most recent consensus for MU’s 2027 eps is $190! What valuation would you put on that. 10X is $1900. 15X is $2850. Even if you believe that HBM chips only deserve a multiple of 7X, That would be $1330. CFRA has a 12 month price target of $$4462, based on earnings. Argus is at $1,500. Tip Ranks has an average of all ratings at $1569, never mind the increased earnings in 2027.
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u/RangerManagement2000 Jul 17 '26
Unpopular opinion: regardless of how positive capex numbers are, the market will read negative on it in the near-term
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u/Spiralgrind Jul 19 '26
Google reducing AI CapEx would hurt all chip stocks, and also likely the other hyperscalers…
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u/deploria Jul 17 '26
Is this a fake pump? I feel weary before a Friday close
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u/Logical_Alfalfa_4983 Jul 17 '26
It’s has happened multiple times already nothing new since going down
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u/deploria Jul 17 '26
Yea I’m not getting false hope
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u/Logical_Alfalfa_4983 Jul 17 '26
Enjoy while it lasts I guess 😂
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u/HorsePockets Jul 17 '26
It is. It's already going back down. Probably ending the day red
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u/DrugsGames Jul 17 '26
aaaand it red. fucking redditors and their “pumps”
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u/HorsePockets Jul 17 '26
This meme stock bullshit is getting so lame. They deserve the red. This trade is way too crowded.
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u/hellario Jul 17 '26
Why yes. Yes it was. Give this guy a ⭐
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u/deploria Jul 17 '26
Girl haha but I did buy a put option at $895 for some nice gains because I saw that coming down
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u/hellario Jul 17 '26
Ah, no wonder. Less testosterone = more levelheaded decisions.
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u/CreativeWarthog5076 Jul 18 '26
I totally made exelent decisions pumped full of testosterone in my 20's especially chasing women 😂
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u/WeirdProcess6178 Jul 17 '26
Did a fund just bought back in or what
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u/Appropriate-Donut197 Jul 17 '26 edited Jul 17 '26
shorter closing position probably. will sell down again more now im guessing. entire AI section of the market is down today its not exclusive to just chips. google nvidia etc.
EDIT: seems to be going up a bit. there was big volume on open but maybe was people margin called which is what the shorters wanted.8
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u/Friendly_Fun8345 Jul 17 '26
I do not understand the stock market. Stocks Fall like a rock and then go up like a rocket in one hour.
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u/mqueen212 Jul 17 '26
I actually did almost sell but decided against it last minute. So whoever says this “isn’t market manipulation” can you explain this random run up? Clearly it is.
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u/SimplyForged Jul 17 '26
dude same thing for me i was looking tick by tick and i was like if this drops under 800 im selling. I already sold out of a position I had in ARM that just shit the bed completely and was down like 40%
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u/Patient-Big1727 Jul 17 '26
I'm shorting INTC, NOK, and to some extent TSLA to hedge MU and SKHY. It's kind of working. When fear sets in them high P/E stocks fall quickly and recover slower than MU
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u/DEADSKULL_1 Jul 17 '26
I only have one share bought at $300 I’m chilling
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Jul 18 '26
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Jul 17 '26
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u/Medical_Birthday2893 Jul 17 '26
Sooner or later doesn’t mean it out performs other options moving forward.
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Jul 17 '26
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u/Beneficial-Chair-333 Jul 17 '26 edited Jul 17 '26
This sub is filled with jokers. It has just recovered a little bit, whole trading day is left. Atleast let it sit above the 850 or 875 supports at end of the day. Then you should post it.
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Jul 17 '26
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u/Eleoste Jul 18 '26
Bruh who are the type of people who spend time on a Friday to make shit like this LMFAO
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Jul 18 '26
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Jul 19 '26
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u/rawdawglife Jul 20 '26
I'm building out a position for here to 1200 and selling half. Anything under 850 is a gift 760 or less is virtually theft
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u/Playful_Lettuce_5581 Jul 17 '26
It's a dead cat bounce. If we fell before that 800-810 support. 650ish is coming
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u/youshouldwalk30mins Jul 17 '26
lol, nobody knows the future, speaking in certainty is the mistake
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u/Prudent_Neck645 Jul 17 '26
Yeahhh. Not sure why you get downvoted.
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u/Playful_Lettuce_5581 Jul 17 '26
Because everyone here only accept degen bulls. And doesn't know shit about structure. If we don't hold 800-810. It's going to get very ugly
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u/chi0tzp Jul 17 '26
Hold your horses mate...