MU
Latest take · Thu Oct 8, 2026
“the numbers are really good, but the stock isn't reacting exactly as I would expect it to... I'm still bullish”
Every time it came up
- Thu Oct 8, 202656:18Long
“the numbers are really good, but the stock isn't reacting exactly as I would expect it to... I'm still bullish”
Still bullish on Micron despite muted reaction to good earnings; a show-me story.
Quantum Scare, Trump vs Iran, and Who Wins Tokenized Stocks!$1,069at the call−3.4%since - Tue Oct 6, 20260:57LongHoldingOptions
“overall, still have my options positions on”
Update on his Micron options trade: he was stopped out of the perp position at the lows after earnings but still holds options, which he prefers for the defined risk.
Rates, Robinhood vs Solana, and AI Usage Decline!$1,065at the call−3.0%since - Thu Oct 1, 20264:36LongSold
“I bought some more this morning and then I basically just hit it out. I got out of it at like 1033”
He sold the stock/perp trade near 1033 after a weak open but kept his November calls and stays bullish on re-rating from LTA visibility.
Micron Earnings, HYPE Unlock, and is LIT Bearish?$1,042at the call−0.9%since - Thu Oct 1, 20263:13LongBoughtOptionsHigh conviction
“I went long into the print, I bought some calls for November and then I put on a position in perps.”
gmoney went long Micron into earnings through November calls and a perp, reading the guidance, the capital return plans and tight supply into 2028 as bullish.
Micron Earnings, HYPE Unlock, and is LIT Bearish?$1,044at the call−1.1%since - Tue Sep 29, 202634:10LongHoldingOptionsHigh conviction
“I want to buy calls into the print... I'll probably buy some short term calls, and then maybe like bigger size and some longer term calls”
The host holds long-term Micron calls, plans to add short-dated calls into tomorrow's earnings, and thinks a buyback is possible but under 20% likely.
All Eyes on Macro, NVDA Buybacks, and Trading Updates$1,078at the call−4.2%since - Thu Sep 24, 202612:18MentionOptions
“I know the Micron call strikes were I think for like early October expiration, the thousand dollar strike.”
Leopold's large Micron call options are discussed as being near break-even and racing against expiry.
Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates$1,056when said - Thu Sep 24, 20268:39LongOptions
“Micron has earnings next week. I actually was thinking of buying some calls yesterday.”
Micron could gap up on earnings with a possible buyback after the stock has done nothing for a quarter despite heavy cash generation.
Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates$1,054at the call−2.0%since - Tue Sep 22, 20261:22:46Long
“if I'm doing anything after the show, I'm probably buying Micron.”
Expects the AI sector to be significantly higher by Thursday's show.
META All Time High, Kalshi Drama, and Crypto is in a BULL MARKET plus Trading Updates$1,059at the call−2.5%since - Tue Sep 22, 20261:16:53LongHoldingHigh conviction
“I'm still I'm still very long Micron.”
Host stays long the AI compute and memory names, expects memory demand to rise exponentially with AI agents, and plans to buy Micron more.
META All Time High, Kalshi Drama, and Crypto is in a BULL MARKET plus Trading Updates$1,071at the call−3.6%since - Tue Sep 22, 20261:14:04Mention
“he bought a lot of like short dated calls, I think he has the Micron thousand dollar calls.”
Another trader, Leopold, is positioned in Micron calls and appears to be profiting.
META All Time High, Kalshi Drama, and Crypto is in a BULL MARKET plus Trading Updates$1,071when said - Tue Sep 15, 202613:48Mention
“So Micron, here, it's kind of like hanging out a little bit above yesterday's high, it broke below that downtrend.”
Chart review of Micron during the AI capex selloff discussion, with no directional view.
AI Slowdown, Fed Rate Decision & Clarity Act | Market & Trading Updates$935.40when said - Tue Sep 8, 202610:50LongHolding
“my big AI trades on right now are Micron, Nebbius, NVIDIA and Sunrise Technology”
Holds Micron as a longer-term AI position, hoping it is way higher in six to nine months.
AI Trade is Back On, Equity Pairings are Just Memes, and the $70M $PONS Short Trade$1,020at the call+1.2%since - Tue Sep 8, 20263:20LongHolding
“Micron is popping... this looks like a bullish chart... you could use that like eight, whatever that is, eight 80 stop.”
Bullish Micron chart setup after a pullback, with rising AI agent demand driving chip demand.
AI Trade is Back On, Equity Pairings are Just Memes, and the $70M $PONS Short Trade$1,016at the call+1.7%since
Pulled from each episode automatically and priced by Indeix at the moment it was said. Not investment advice.