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What Are Your Moves Tomorrow, May 11, 2026

u/wsbapp · Reddit — r/wallstreetbets · May 10, 2026 at 19:57 · ⬆ 4 pts · 💬 22 comments  | View on Reddit ↗
AI Summary

Summary

  • Only one comment present, mocking those who post in the weekend thread; no substantive market discussion, tickers, or trade ideas.
  • Dominant sentiment is sarcastic/irrelevant; no earnings or themes discussed.
  • No consensus or disagreements — thread essentially empty of actionable content.
AI Summary

Summary

  • Dominant themes: geopolitical tension with Iran (potential strikes), overwhelming bullishness on DRAM/memory stocks (MU, INTC, SNDK), and oil price reaction to conflict.
  • Sentiment split: euphoric on semis but cynical on geopolitical catalysts; notable consensus that “everyone is in DRAM” may lead to a rug pull.
  • Earnings discussed: ASTS, HIMS (this week), NBIS (later week). No implied moves given.
AI Summary

Summary

  • Overall bullish sentiment: weekend dip dismissed, expectation of green Monday/Tuesday and “pump in May.”
  • Key themes: Iran peace deal volatility driving oil and market swings, memory stocks (SNDK, MU, DRAM) rallying, ASTS as a high‑risk moonshot, and NVDA earnings anticipation.
  • Notable consensus: Bears are repeatedly mocked; calls are favored over puts; memory and space stocks are the most discussed actionable plays.
AI Summary

Summary

  • The thread is dominated by a bullish bias despite small red futures, with consensus that dips are short-lived and Monday will turn green (“Taco Tuesday”).
  • Geopolitical headlines (Iran ceasefire talks) are seen as noise; market focuses on AI/semiconductor momentum and the Federal Reserve transition (Jerome Powell’s last week).
  • Key earnings this week: ASTS (May 11), HD, WMT, BABA; OPEC monthly report on Wednesday.
  • Notable disagreement: a vocal minority warns of a semiconductor “AI ponzi” correction and memory stock overvaluation, but bulls dismiss bears as “fuk”.
AI Summary

Summary

  • Main themes: CPI/PPI data release, geopolitical headlines (Iran, Xi-Trump meeting), strong bullish consensus on MU post-earnings, mixed views on SPY direction, and interest in space/tech stocks (RKLB, ASTS, INTC).
  • Notable consensus: MU is seen as a “buy” due to low forward PE and momentum, while bears warn of profit‑taking. SPY sentiment is split between calls to “buy the dip” and fears of an overbought pullback.
AI Summary

Summary

  • The thread is overwhelmingly dominated by extreme bullish sentiment on memory and semiconductor stocks, especially MU (Micron) and SNDK (SanDisk) , with frequent calls for MU to reach $1,000+ within days.
  • A strong undercurrent of FOMO and disbelief exists, with many users lamenting they missed the move or calling it a “blow-off top,” yet still piling in. Other tickers like RKLB, AMD, HOOD receive scattered attention, while MSFT and META are widely criticized.
  • The market’s resilience despite geopolitical headlines (Iran peace deal rejection) is noted, reinforcing the “stocks only go up” mentality.
AI Summary

Summary

  • Dominant theme is massive bullish euphoria on semiconductor stocks (MU, AMD, SNDK) with repeated calls for $1000 MU and continued QQQ gains.
  • Sentiment is overwhelmingly bullish despite scattered bearish warnings; bears are mockingly dismissed and downvoted.
  • Key macro events noted: CPI, PPI, retail sales, Trump’s China trip, and OPEX – but the community largely ignores downside risks.
AI Summary

Summary

  • Dominant sentiment is extremely bullish on memory/semis (MU, SNDK) with retail euphoria; general market seen as "up only" despite mixed breadth.
  • Key event: NVDA earnings on May 20, with one analysis hinting at a major inflection point.
  • Disagreement: Bears warn of a bubble, geopolitical risks (Iran, China, Taiwan) and insider selling, while bulls dismiss macro concerns as "priced in."
AI Summary

Summary

  • Main themes: Oil geopolitical spike (Iran/Israel), memory chip bullishness (MU, DRAM), satellite internet hype (ASTS), and mixed tech vs. commodity rotation.
  • Dominant sentiment is mixed: bears eye inflation/rate hikes, bulls chase oil, MU, and ASTS; no single market-wide conviction.
  • Key earnings discussed: none explicitly mentioned.
AI Summary

Summary

  • Thread shows mixed sentiment: some users betting big on semiconductors (MU) and oil, while others warn of frothy market (QQQ up 18% in a month) and joke about buying tops
  • Key themes: semiconductor exposure (MU, DRAM), oil price surge above $100, IPO mania (CRBS), and general market anxiety about a potential correction
  • Notable consensus: multiple comments treat MU as a high-conviction long, and oil is seen as momentum-driven. Disagreement on QQQ/SPY direction – some expect elevator higher, others a correction.
AI Summary

Summary

  • Main themes: Semiconductors/DRAM pumping (MU, MRAM), oil at $100, and growth stock CELH post-earnings. Hantavirus fears vs. market resilience.
  • Sentiment is mixed: bullish on tech (especially MU) and selective growth names, but bearish on macro risks (oil, war, pandemic narrative). Community is heavily betting on further tech upside.
  • Notable consensus: MU is "got no chill" with strong overnight action; CELH has a triple bottom earnings play; BlackRock hyperscaler partnership speculation (MSFT, others).
AI Summary

Summary

  • Dominant theme is extreme bullishness on semiconductor stocks, especially MU and NVDA, with multiple high-upvoted comments calling for continued rallies.
  • Broad market optimism with SPY calls to $800, despite macro concerns (Treasury borrowing, oil supply shocks).
  • No significant bearish sentiment; the only minor disagreement is a suggestion that MSFT might underperform semis.
  • Notable consensus: the "MU train" is still running, and semi sector will continue to outperform.
AI Summary

Summary

  • Main themes: Memory/DRAM stocks (MU, SNDK) dominate discussion; AI infrastructure plays (Broadcom, Marvell, AMAT, etc.) also mentioned; bearish macro undertones (credit, consumer debt, energy crisis).
  • Consensus: Strong community conviction that Micron (MU) and SanDisk (SNDK) are buying opportunities, especially on dips. Disagreement centers on whether the broader market will pullback (some expect a Cernobyl-style crash, others see continued momentum).
AI Summary

Summary

  • Dominant theme: chip stock mania, particularly memory (MU, SNDK) and Intel debate; earnings plays (ASTS) and vaccine momentum (MRNA) also surface.
  • Sentiment is mixed: strong bullish consensus on MU, but bearish skepticism on INTC overvaluation; some users fear bubble while others expect further pumps.
  • Key earnings discussed: ASTS earnings within 12 hours; implied move not specified but high volatility expected.
Score 4
Comments 22
▶ Full Post Text
Ideas
r/wallstreetbets community Reddit community discussion
Comments explicitly say “FOMO into AMD and MU” and that selling Meta for AMD was “the best choice of my life.” AMD is grouped with MU as a core semi play. AMD benefits from the same AI/demand narrative as MU, and the community sees it as a laggard catching up or a continuation play. The thread treats AMD as a must-own alongside MU, indicating strong short-term bullish bias. Already extended rally; macro data or broader tech rotation could derail momentum. Intel puts signal some bearish semi views.
AMD LOW
r/wallstreetbets community Reddit community discussion
Multiple highly-upvoted comments (Concept-Plastic, Phimb, wilhelm96, Brigantius, Accurate-Flow8078) point to aggressive buying of MU calls or full-porting the stock. DRAM volatility noted as a normal pullback. Micron is seen as a core AI/memory bottleneck beneficiary. The community interprets intraday fades as buying opportunities, echoing the bullish DRAM cycle thesis. Trade the dip with calls or long shares, expecting mean reversion and upside from AI demand. Broader market sell-off (Cernobyl warning), consumer debt unraveling, and potential CPI surprise (fan_of_hakiksexydays). Some users sarcastically fear a DRAM crash (rsanchan).
TICKER LOW
r/wallstreetbets community Reddit community discussion
Multiple upvoted comments express FOMO to buy DRAM on Monday, referencing a “10%” DRAM futures move and the fact that semi chips have reached mass media awareness (Facebook). “Can’t wait to fomo on DRAM tomorrow” (+8), “How much DRAM should I buy?” (+6). Retail FOMO and relentless momentum in memory stocks (e.g., MRAM up 68%) indicate continued short-term buying pressure. The community sees DRAM as a continuation of the AI/semi rally. Go long on DRAM/semiconductor memory names (MU, MRAM) for a short-term push on Monday/Tuesday, riding the euphoria. One user says “Short all memory stock” (+9); a correction in the overextended semiconductor sector is a real possibility. Gamma unwinding near monthly expiration could reverse trend. SPY (Broad Market) – LONG | confidence: 0.75 | sentiment: +0.70 Speaker: r/wallstreetbears community (WSB) Thesis: Top-upvoted comments predict green Monday despite small red futures (“Futes down 0.25%, bears jerking it”, “Opening slightly red is even more bullish than green”, “We straight ripping tomorrow”). The prevailing belief is that the rally is unstoppable (“Market’s on full retard mode”). A pattern of buying every dip has been established; the community expects continuation into Tuesday (“Taco Tuesday”). The weekly schedule (J. Powell’s last week, China summit) creates a “perfect setup” for further gains. Buy SPY calls or leveraged long ETFs (SPXL) on Monday open, aiming for +2–3% by Tuesday close. Geopolitical shocks (Iran deal collapse) or Trump/Xi summit disappointment could reverse. “May monthly expiration” may cause gamma unwinding.
MU DRAM LOW
r/wallstreetbets community Reddit community discussion
Multiple upvoted comments mention retiring early on ASTS, one user buys a $90 call expiring 5/15, and another says “asts either makes me rich or homeless this week.” Community sees ASTS as a high‑conviction moonshot driven by satellite deployment milestones, with aggressive call options targeting near‑term expiry. Long ASTS calls or shares, betting on continued momentum and hype around the 45–60 satellite target. Scepticism about execution (“Mr. Avellan I dont feel so good”) and potential dilution; extreme volatility. TICKER - SNDK - LONG | confidence: 0.70 | sentiment: +0.70 Speaker: r/wallstreetbets community Thesis: Comments like “Why no one told me to buy SNDK” and “I commandyou: MU and SNDK to rally another 5% overnight” indicate strong bullish consensus. Memory stocks are in a rally phase; DRAM prices expected to continue climbing (“DRAM another $20 upwards pls”). Long SNDK calls or shares, momentum play on the memory sector. One user lost money on SNDK calls the past week; general cyclicality of semiconductor stocks. TICKER - MU - LONG | confidence: 0.65 | sentiment: +0.65 Speaker: r/wallstreetbets community Thesis: “Watch me ape into MU dip tomorrow” and “both MU and SNDK to rally another 5%” show bullish intent. Also, “who bought mu at ATH?” implies recent highs, but dip buyers are active. MU is a key memory stock alongside SNDK; the community sees any intraday dip as a buying opportunity. Long MU on dips, riding the memory‑sector wave. A negative comment calling MU “hot garbage dog shit”; ATH buyers may be underwater. TICKER - NVDA - LONG | confidence: 0.60 | sentiment: +0.75 Speaker: r/wallstreetbets community Thesis: “NVDA earnings next week … going to be blowout numbers. Also Jensen is a legendary pumper.” This is a specific earnings‑play mention. Community expects strong earnings and positive forward guidance, with Jensen’s history of hyping the stock. Long NVDA calls or shares ahead of earnings, anticipating a post‑announcement pump. Earnings could disappoint; implied move not discussed; overall market risk. TICKER - OIL (WTI/USO) - LONG | confidence: 0.55 | sentiment: +0.50 Speaker: r/wallstreetbets community Thesis: “Oil oil and more oil”, “So I bought oil calls”, “weekend oil up about 3%”, and “DXY falling > Oil pumpin’” all point to a bullish oil stance. Iran‑related geopolitical uncertainty and a weakening USD support higher oil prices. Long oil calls or USO, betting on continued geopolitical premium. Peace deal could cause a sharp drop; some comments say “no one cares about Iran anymore”; oil is notoriously volatile.
ASTS LOW
r/wallstreetbets community Reddit community discussion
A few high-upvoted comments mention RKLB with a specific price target ($115 1d bet, $150 EOY) and a catalyst: the Anduril partnership and military contracts. RKLB is viewed as a “military side hustle” play in the space/AI theme, separate from memory but benefiting from similar risk-on appetite. The community sees it as a less crowded alternative. Long RKLB with a medium-term horizon, riding the defense/space narrative and momentum from the broader tech rally. Very few comments compared to MU; the thread’s attention is overwhelmingly memory-focused. RKLB could underperform if capital rotates back to semis.
RKLB LOW
r/wallstreetbets community Reddit community discussion
Multiple upvoted comments call MSFT “shit again” and “a magneficent cunt,” contrasting its weakness against MU’s strength. No positive sentiment is present. The community is actively avoiding MSFT as a laggard in the current tape, preferring high-momentum names. This implies continued underperformance unless a catalyst emerges. Avoid MSFT; do not buy calls or long positions until sentiment shifts. The thread suggests it is dead money relative to the rest of the market. Sentiment can flip quickly (earnings, AI news). The dislike is more emotional than fundamental, so a contrarian bet on MSFT could work if the broader rotation resumes.
MSFT LOW
r/wallstreetbets community Reddit community discussion
A single +6 upvoted comment thanks someone for recommending HIMX (buy). HIMX is a semiconductor stock that could benefit from the sector’s momentum. Follow the community tip and buy for a short‑term momentum play. Only one mention; low conviction and no further discussion or price target.
HIMX LOW
r/wallstreetbets community Reddit community discussion
Comments like “SPY 750 calls at open” (+6), “See yall at $750 tomorow!” (+10), and “SPY 800 is not a meme” (+8) suggest a bullish bias despite some bearish puts. Resilient market with CPI/PPI data and geopolitical talks; many expect another green day. Consider buying SPY calls or leveraged ETFs for a short‑term bounce, but with caution given mixed sentiment. “Too bullish in here” prediction of -0.8%, put‑buying bears, and potential overbought reversal.
SPY LOW
r/wallstreetbets community Reddit community discussion
User iMakeGOODinvestmemts (+8) calls the Cerebras IPO “free money folks,” implying a quick pop. IPOs often see initial euphoria, and WSB perceives a low‑risk opportunity. Buy CERE at IPO for a short‑term speculative gain. IPOs can flop; no further community discussion to validate.
CERE LOW
r/wallstreetbets community Reddit community discussion
One upvoted comment links to a pre-earnings analysis predicting a "major inflection point" for NVDA, with earnings on May 20. Earnings are a binary catalyst; retail is positioning for upside, and the overall semis euphoria could spill over. Buy calls or shares ahead of earnings for potential gamma squeeze/momentum. Not widely discussed; implied move not given; other semis (MU) dominate attention.
NVDA LOW
r/wallstreetbets community Reddit community discussion
“GIVE IT UP FOR WEEK 7 OF QQQ GAINS” and “Calls tmrw expiring Friday” show consensus that QQQ will continue its streak. The thread laughs at bears expecting a red open. QQQ is a proxy for tech/semi momentum; the community’s bullishness on individual names feeds into the ETF. Many regard buying calls as free money. The dominant view is that QQQ will keep grinding higher, at least until the week’s macro events. “Blow-off top” warnings, CPI/PPI miss, and the sheer length of the rally (7 weeks) increase probability of a sharp pullback. Hedging via puts is mentioned.
QQQ LOW
r/wallstreetbets community Reddit community discussion
User Tricky_Let2806 says “INTEL hits $150 this week” (+5), and a comment about an Intel VP joining Super Micro hints at positive sector movement. The community sees a catalyst in management changes and potential turnaround. Speculative long on Intel with a short‑term price target, but conviction is low. Only one explicit price call; Intel faces strong competition from AMD; fundamentals remain challenged.
INTC LOW
r/wallstreetbets community Reddit community discussion
User pussinbuuts (+8) notes MRNA working on vaccines, with +12% Friday and +8% premarket momentum. Vaccine‑themed stocks can sustain momentum on pandemic fears and low‑rate printing environment (as Nudge55 mentions). Ride the momentum long on MRNA for continued vaccine‑related gains. News‑driven move may fade quickly; low conviction (only one proponent).
MRNA LOW
r/wallstreetbets community Reddit community discussion
SNDK is mentioned alongside MU in multiple high-upvote comments, often as a paired play (“FOMO’d 120k on MU and SNDK”, “sandisk is sick”). The memory theme extends to storage. As a direct beneficiary of the same memory/supply-chain narrative, SNDK is seen as a high-beta companion to MU, offering similar parabolic potential without the same level of attention yet. Long SNDK calls or shares to ride the memory wave, expecting it to catch up to MU’s move. Some commenters joke about SNDK having a “-50% day” to produce loss porn, indicating cynicism. Lower liquidity and less institutional coverage may amplify volatility.
SNDK LOW
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This Reddit post, published May 10, 2026, features r/wallstreetbets community discussing AMD, TICKER, MU, DRAM, ASTS, RKLB, MSFT, HIMX, SPY, CERE, NVDA, QQQ, INTC, MRNA, SNDK. 14 trade ideas extracted by AI with direction and confidence scoring.

Speakers: r/wallstreetbets community  · Tickers: AMD, TICKER, MU, DRAM, ASTS, RKLB, MSFT, HIMX, SPY, CERE, NVDA, QQQ, INTC, MRNA, SNDK