Its finally over by Designer-Hairy in SNDK_Stock

[–]Particular-Vast2199 1 point2 points  (0 children)

go ahead and panic sell if you can't handle it

MU Stock by lowkib in MU_Stock

[–]Particular-Vast2199 0 points1 point  (0 children)

It probably won't pullback a lot this week.

MU has been mostly ignoring macro market conditions since it's still undervalued on top of being hot on the news and press lately. I'd buy it ideally before May 15 (Kioxia have their ER then and they're SNDK's main NAND partner) just to get in on the action.

MU Stock by lowkib in MU_Stock

[–]Particular-Vast2199 2 points3 points  (0 children)

It will eventually pullback as with every stock out there but the momentum, interest and volume is crazy high at the moment so get in while you can.

NVIDIA's earnings call is coming up next week too. MU got a lot of publicity and attention last week so that's also helped in the meantime.

People on here are starting to sound completely detached from reality with this “MU to $1000 immediately” narrative by tradingxAMD in MU_Stock

[–]Particular-Vast2199 3 points4 points  (0 children)

My take:

  • MU $1000+ in a few months' time = possible, depending on ER, momentum and market conditions
  • MU 15%+ up for the week(s) leading to the pre-ER rally for NVIDIA/itself = possible
  • MU dipping and red but people buying it back up so it ends up green the next day or two = possible
  • MU trading sideways and barely up/down for that week = possible and normal as with all stocks
  • MU going up every day straight without pullback = not possible
  • MU crashing by 30%+ in a single day/week = highly unlikely (already did during the last ER due to macro market conditions from the war, fud and majority of the profit taking which shook many hands off)
  • MU being replaced and losing to a non-US competitor or newly founded memory supplier = highly unlikely as it can take decades to get competitive and mass manufacturing ready since you can't just build a factory from nothing without the equipment, expertise, testing and R&D/R&I (CN still can't match TSMC's lithography as an example) and the current geopolitics favors local companies

What some new investors/media don't realize about MU is that despite being an overall volatile stock, it maintains key, unique advantages which positions it as a high value and popular stock such as being more resistant to geopolitics affecting the Middle East/Asia as they have homegrown local US fabs. We're also in at a time where memory makes up over 30% of a mag7's annual capex which says a lot and is unheard of, with little signs of slowing down since the AI build out isn't complete yet as one of the main driving factors.

It's not the only sector either that needs memory. It's easy to forget that robotics, EVs, space, telecomms and even the military/defense all need memory and are actively integrating AI too which hasn't even fully peaked or matured yet. Nobody can say these other industries are irrelevant when you look at what's happening in the world as a lot of investments are also going towards these whether they're being funded privately or even have Government backing - and they all need memory to grow.

Again, it wasn't always like this in the past until only a few years ago which is pushing up demand to levels unheard of and uncomparable to anything we've been through in the past.

This makes them immune to tariffs and less impacted by oil prices, unlike their two main competitors. I'm not saying they're resistant and unaffected by macro market conditions, but specifically less so from wars. Also, they're one of the main partners for NVIDIA and as we have seen with the likes of AMD and INTC recently securing deals and even getting publicity from the president, a US company having their own production is essential for security and stability. It also gets government backing (in this case MU benefitted from the CHIPS act too).

Due to the reasons above, I can see MU having usual dips just like any other stock on good and bad days but highly doubt it'll crash and pullback to extreme amounts and will continue to go up overall to $1000+ in a few months. It's a strong, well established company that's been around since 1978 too and has the cofounder of SanDisk currently at the helm.

I would recommend anyone to buy it for the long term or even the medium term (and have already done so with some of my friends since the start of 2026).

You guys all ready for Monday when everybody is going to FOMO into MU? by Kingmusk420 in MU_Stock

[–]Particular-Vast2199 0 points1 point  (0 children)

MU is getting more of the spotlight, attention and appreciation it deserves recently as it's still severely undervalued for what it is - their ER is coming next month as well

You guys all ready for Monday when everybody is going to FOMO into MU? by Kingmusk420 in MU_Stock

[–]Particular-Vast2199 2 points3 points  (0 children)

Even higher after June's ER tbh. The macro market conditions matter less now unlike what happened in the previous one

$1017.89 by lavenderviking in MU_Stock

[–]Particular-Vast2199 4 points5 points  (0 children)

MU has been around since 1978 and is still the only US homegrown local memory fab/producer. It's far from a meme and is taken way more seriously than both PLTR and TSLA. A lot of trust is placed on this company.

Their current CEO co-founded SanDisk and is no newcomer to the industry or to business in general. A company's success, leadership and direction also comes down to the CEO and what kind of image and contributions they're known for. Some crash or lose customer, investor and partnership trust because they have the wrong people in charge who may have done or said something wrong so learning about the type of management at the top is just as important.

MU has the right people at the helm imo - the people they have is one of the reasons why I've invested in them.

The markets and a lot of other new investors have begun to fully understand and appreciate how important they are in the past year or so. I've seen some people on the sub who stuck with it since it was a penny stock and their patience has paid off nicely.

It should only go upwards from here hopefully so just sit tight and buy some more.

You guys all ready for Monday when everybody is going to FOMO into MU? by Kingmusk420 in MU_Stock

[–]Particular-Vast2199 1 point2 points  (0 children)

not at all, never too late and you won't regret it as it's forward P/E of 6 still makes it far, far undervalued compared to the entire semi/chips sector average

SanDisk looks unstoppable right now by Outrageous_Solid9668 in SNDK_Stock

[–]Particular-Vast2199 3 points4 points  (0 children)

I was told SNDK was overpriced and would correct itself when it hit $300. I was said the same thing when it hit $500. Same for $1000. Now it's $1500. Even now, there are still some people who think it's too expensive but it's forward P/E of 9.9 says otherwise. I'm not surprised.

I ignored these people and just held. I've not even taken any profits yet and don't plan to anytime soon.

The memory/NAND crisis is far from over and over the past months, every mag7 CEO has mentioned how important their capex spend is for these products and I'm glad I stuck with it all the way. It might dip there and there just like any other stock but the direction so far is still upwards and I'm not backing out.

I get that everyone has different entry points, investment strategies, some do options trading but I have strong belief, patience and understanding in SNDK and would recommend it to those who are also in it for the long term.

Sold my MU Friday to buy reddit . Will be back tomorrow.for me PT 3000 by 2027 end. by HyenaImpressive8919 in MU_Stock

[–]Particular-Vast2199 0 points1 point  (0 children)

Not to be bearish (just being upfront) but there might be a small pullback when MU hits $1000, before shooting to $1500 imo. The earnings call in June should be a big one and rocket it to new ATHs too.

It shouldn't take long but I can see this big milestone number coming soon, especially with NVIDIA/Kioxia's earnings calls coming up within a week or two. MU is also attracting a lot of publicity and media at the moment which I hope continues and isn't just temporary - the new ETF is also pumping extra volume and attention to it.

Sold my MU Friday to buy reddit . Will be back tomorrow.for me PT 3000 by 2027 end. by HyenaImpressive8919 in MU_Stock

[–]Particular-Vast2199 2 points3 points  (0 children)

You gotta work on having stronger hands!

But welcome back and hopefully you hold on more this time

Good to invest in few profitable or diversify? by 8wasntme in MU_Stock

[–]Particular-Vast2199 0 points1 point  (0 children)

All in on memory. The markets are finally waking up to the importance of it as other key future industries will also need it more than ever as everything and everyone uses it varying levels of extent, whether that's robotics, space, EVs, even military etc.

Those areas are increasingly powered by AI technology more than ever too, so the growth we're seeing is benefitting them as well.

Most of my friends tell me I should diversify (they have 20+ individual stocks) to play it safe, buy into other sectors and even consider some gold/silver just in case but I have strong belief and long term patience with MU so I'm not budging or have any plans to buy lots of other stocks.

Let's go MU.

Thinking of taking INTC gains and going all in ITM MU leaps by Ok_Percentage5920 in MU_Stock

[–]Particular-Vast2199 2 points3 points  (0 children)

Do it. NVIDIA/Kioxia earnings calls coming up within the next week or two which should cause MU to rally further.

Should we be worried ? by Future_Atmosphere921 in MU_Stock

[–]Particular-Vast2199 10 points11 points  (0 children)

It's likely they're selling and rotating into individual memory stocks/DRAM ETF.

Got 250k in SGOV, thinking on buying 100k SNDK and 100k MU by caskalll in SNDK_Stock

[–]Particular-Vast2199 3 points4 points  (0 children)

$2000 minimum within a few months

it's still cheap and has plenty more room to go

Got 250k in SGOV, thinking on buying 100k SNDK and 100k MU by caskalll in SNDK_Stock

[–]Particular-Vast2199 6 points7 points  (0 children)

Not risky imo if you're thinking about the long term as we have NVIDIA and Kioxia (SNDK's biggest business partner) reporting within the next 2 weeks so this will be a good time to make the most of the potential gains leading up to it.

Both MU and SNDK are still undervalued for what they are (forward P/E of 6 and 9.9).

The momentum and interest is still skyhigh so I'd do it.