u/SurroundLoos

This whole memory rally has honestly started to feel a little overheated. MU was still pushing toward $800 a few days ago, then suddenly dropped from above $800 to around $700 last Friday. SNDK was even crazier it dumped to around $1320 intraday before bouncing back above $1400

If you’re holding these names right now, it’s probably a painful spot mentally. Sell too early and you’re afraid of missing another leg up. Hold too long and you start worrying the market is finally ready to give back profits

I haven’t fully exited yet I’m still holding my original positions for now. But stocks like MU and SNDK have become extremely volatile lately. I’m starting to wonder if MU at $800 and SNDK at $1600 were actually the emotional peaks for this run

No matter how strong the memory cycle is, eventually the market has to shake out the late buyers chasing momentum. That’s usually how these moves work. Curious how everyone else is handling it right now

Honestly, I only wanted to see if my indicators still worked, so I casually picked up 32 contracts of the CRW MAY 22 ’26 113C calls. Didn’t expect much from it at all.

But when I closed the position today, it went from 8.6 to 14.06 locked in about $6,692 profit.

Not life-changing money, but the best part is the signal was accurate. That feeling of “just testing the waters and the fish jumps onto the boat itself” honestly feels even better than a carefully planned trade. At least now I know the strategy still works.

Anyone else watching CRW lately? The volatility has been pretty fun for short-term trades

https://preview.redd.it/ny84uv0kv41h1.jpg?width=1500&format=pjpg&auto=webp&s=27ea0cbb624e534aae00037604a4e3e8cc197ace

Honestly, when my friend first suggested MU, I wasn’t really convinced. At the time, I thought the memory chip cycle was unclear, and MU’s an old semiconductor company what kind of big move could it have? But for the sake of face, I bought a little. Later, when it dropped, I added more, averaging $258 for a total of 4,000 shares.

Today, MU shot up to $734, +13.63%, and my unrealized gains are nearly $1.9 million. Honestly, looking back, I’m glad I listened to my friend otherwise I’d have really missed out.

MU is now my largest holding, making up nearly 80% of my portfolio. It’s hard not to feel nervous, but every time I think about selling, I check HBM supply and demand data and AI’s impact on memory demand, and then I hold on.

If MU hits $1,000, I plan to sell half and fly to the Maldives for two weeks. I’ll keep the rest, as it might keep climbing. The memory cycle and AI infrastructure story aren’t over yet, and MU, as a core HBM supplier, should have strong long-term logic.

Now the question is: is $1,000 too conservative? Or should I aim higher? I’d love to hear from other MU holders what’s your target price?

Honestly, when my friend first suggested MU, I wasn’t really convinced. At the time, I thought the memory chip cycle was unclear, and MU’s an old semiconductor company what kind of big move could it have? But for the sake of face, I bought a little. Later, when it dropped, I added more, averaging $258 for a total of 4,000 shares

Today, MU shot up to $734, +13.63%, and my unrealized gains are nearly $1.9 million. Honestly, looking back, I’m glad I listened to my friend otherwise I’d have really missed out

MU is now my largest holding, making up nearly 80% of my portfolio. It’s hard not to feel nervous, but every time I think about selling, I check HBM supply and demand data and AI’s impact on memory demand, and then I hold on

If MU hits $1,000, I plan to sell half and fly to the Maldives for two weeks. I’ll keep the rest, as it might keep climbing. The memory cycle and AI infrastructure story aren’t over yet, and MU, as a core HBM supplier, should have strong long-term logic

https://preview.redd.it/2vphbno38yzg1.jpg?width=1500&format=pjpg&auto=webp&s=909496e22ae08533ac809bc15a0005607fb1d2a7

Now the question is: is $1,000 too conservative? Or should I aim higher? I’d love to hear from other MU holders what’s your target price?

OpenAI missed its targets and the AI giant dream is starting to crack OpenAI failed to meet its sales goals and stocks like SoftBank and Oracle fell ChatGPT’s market share is slipping as competitor Google Gemini rises OpenAI’s CFO is concerned revenue may come in below expectations and Oracle is facing major contract risk the AI market still has uncertainty and big players are spreading their risk

Right now everyone is still focused on NVDA when talking about AI, but I feel like if Agentic AI really takes off, the bottleneck might slowly shift from GPUs to CPUs and storage chips. This kind of AI isn’t just about chatting, it’s about planning, doing work, and calling tools, so CPU scheduling and memory read/write will become more and more important.

So I’ve been looking at AMD and MU lately. AMD not only has GPUs, but its EPYC server CPUs already have a solid foundation. If AI agents need more CPUs for coordination, this could definitely get revalued. MU is more direct – no matter who wins, storage chips are going to be essential. GPUs need HBM, CPUs need DDR, and MU is just collecting rent in the AI infrastructure.

Not saying to chase the high, wait for a pullback or earnings reports. What do you guys think, should we stick with NVDA for the second half of AI or is it time for AMD and MU to catch up?