What Are Your Moves Tomorrow, June 25, 2026

u/verified-trader · Reddit — r/wallstreetbets · June 24, 2026 at 20:00 · ⬆ 75 pts · 💬 2471 comments  | View on Reddit ↗
AI Summary

Summary

  • Dominant theme: Micron ($MU) crushed Q3 earnings, crushing estimates with record revenue ($41.5B vs $35.8B), 84.9% gross margins, and Q4 guidance ($49-51B rev, 86% margins) far above consensus.
  • Sentiment is extremely bullish on MU and memory/semi stocks (SNDK, DRAM, SOXL); bears ridiculed heavily. Side discussions include Wendy’s ($WEN) as a meme pump and Microsoft ($MSFT) as a persistent loser.
  • Community consensus: “Memory shortage is the only bottleneck for AI data centers” – supply locked through 2027+, making MU a new market leader on par with NVDA.
AI Summary

Summary

  • Micron (MU) earnings massively beat expectations (revenue $41B vs est $35B, EPS $25.11 vs $20, guidance $50B, 86% margins) driving extreme bullish sentiment and after-hours surge.
  • Wendy’s (WEN) is the secondary meme play, pumping 25% after Reddit posts, with mixed views on sustainability.
  • Broader market (SPY/QQQ) expected to rally on MU beat and incoming PCE data, while software stocks like MSFT are widely panned.
  • Notable consensus: Korean overnight buying will fuel further upside in memory stocks; disagreement exists on whether WEN is a serious trade or just a joke.
AI Summary

Summary

  • Micron (MU) dominates the thread after a blockbuster earnings beat with 88% margins; community is overwhelmingly bullish, expecting further upside toward $1,200–$1,500.
  • Wendy's (WEN) emerges as a short-squeeze candidate due to 92% borrow utilization, 33%+ short interest, and a 7% dividend at 15-year lows.
  • Bears ("Ber") are being ridiculed after MU's rally; overall sentiment is highly bullish on memory/semis and cautiously optimistic on WEN.
AI Summary

Summary

  • Thread dominated by euphoria after Micron (MU) earnings, with repeated references to “Koreans” driving DRAM/memory stocks higher.
  • Side discussions about a potential squeeze in Wendy’s (WEN), bearish takes on MSFT and GOOGL, and frustration with NVDA lagging other semis.
  • Key catalysts: PCE and jobless claims data due tomorrow; MU’s after-hours surge; Korean market (KOSPI) up ~5% with SK Hynix near +10%.
AI Summary

Summary

  • Main themes: Korean retail investors dumping after Micron (MU) earnings beat, causing frustration; heavy focus on memory chip stocks (MU, DRAM) and Wendy's (WEN) as a meme play; crypto in freefall with Bitcoin hitting 52-week lows.
  • Dominant sentiment: Mixed – bullish on MU’s fundamentals and WEN’s momentum, bearish on crypto, and annoyed at Korean “rug pulls.”
  • Key earnings discussed: MU June 2026 results (Rev $41.5B, Profit $28.2B) compared favorably to NVDA, DRAM price targets around $80+.
AI Summary

Summary

  • The thread is overwhelmingly dominated by Wendy's (WEN) with dozens of bullish, meme-driven comments targeting a squeeze to $10.
  • Secondary themes include bearish takes on Netflix (NFLX) and mixed/pumped‑and‑dumped sentiment on memory stocks (MU, Samsung, SK Hynix).
  • A single bullish call on Philip Morris (PM) appears with moderate support, and a fleeting bearish note on corn/gold is mentioned but lacks conviction.

SENTIMENT

BULLISH

AI Summary

Summary

  • The thread is dominated by two meme/retail favorites: Wendy's (WEN) as a short squeeze candidate and Micron (MU) as a parabolic momentum play.
  • Sentiment is largely bullish on WEN (with memes about "sloppy toppy" and squeeze timing) and MU (with hyperbolic price targets and a cult following), though some sarcasm and caution exist.
  • Key earnings or catalysts: No specific earnings mentioned; WEN squeeze narrative relies on short interest and retail coordination; MU is driven by AI/semiconductor hype.
AI Summary

Summary

  • Dominant themes: Micron's (MU) explosive post-earnings rally and Wendy's (WEN) meme-stock revival dominate the thread; community is heavily tilted toward "shovel sellers" (MU) while skeptical of hyperscaler spending.
  • Sentiment is mixed but optimistic about momentum plays – MU and WEN are the clear consensus longs, while RDDT gets a lone bearish call.
  • Key earnings discussed: MU's blowout report (+16%) is the centerpiece; WEN's short squeeze narrative also gets strong backing.
AI Summary

Summary

  • Extreme bullish euphoria on Micron (MU) after blowout earnings, with consensus that memory/DRAM is the only performing sector
  • Wendy’s (WEN) is being pumped as a momentum play, fueled by a shoutout on the MU earnings call
  • Bearish sentiment on legacy software (GOOGL, MSFT) and the broader market, which is seen as weak ex-memory
  • Notable disagreement: some commenters warn of a WEN dip causing mass bankruptcies, but most are riding the momentum
AI Summary

Summary

  • Main themes: Micron (MU) earnings beat drives bullish sentiment; Wendy’s (WEN) memetic pump with high volume; anticipation of PCE data volatility
  • Notable consensus: Strong agreement that MU saved the market and CNBC was wrong; WEN is a coordinated pump with both hype and skepticism; Korea-related moves are confusing but connected to memory sector
AI Summary

Summary

  • Dominant theme is a meme/Gamma squeeze on Wendy’s (WEN) driven by AI drive‑thru expansion, Elon tweet, and retail coordination.
  • Minor interest in Micron (MU) calls after a market‑saving move; bearish aside on Rivian (RIVN).
  • No official earnings discussed, but WEN seen as a semi‑AI stock; MU options imply Friday expiration.
AI Summary

Summary

  • Dominant themes: Micron (MU) earnings blowout with 18% overnight surge, and Wendy’s (WEN) unexplained 50% pump driven by private equity takeover rumors and meme momentum.
  • Sentiment is split: euphoric on WEN and MU (after the fact), but cynical on mega-cap tech (MSFT flat, NVDA weak) and overall retail participation concerns.
  • Key earnings: MU reported earnings significantly above whisper numbers; implied move already priced in at $1213 Monday high, but stock is now $2 above that level.
AI Summary

Summary

  • Main themes: Massive rally in MU (Micron) after a dip, meme pumping of WEN (Wendy’s), and overall market fragility fear.
  • Dominant sentiment: Mixed – bullish on MU and WEN with high confidence, bearish on mega‑cap tech (MSFT) and the broader market’s dependence on single stocks.
  • Notable consensus: Strong agreement that MU is the day’s leader (23% up) and that WEN is a fun meme play; disagreement on whether the rally is sustainable.
Score 75
Comments 2,471
▶ Full Post Text
Ideas
r/wallstreetbets community Reddit community discussion
Multiple highly upvoted comments reference a short squeeze in Wendy’s, with users holding 4,000 shares and 30 calls, and note that historically squeezes last 2–5 days (day 1 already occurred). The community believes the squeeze still has room to run (days 2–3 are not yet bagholder territory) and is actively coordinating to push the price higher. Fading the squeeze is risky; the crowd expects continued upward momentum at least through “WENsday” (likely a pun on Wednesday). Some users acknowledge the possibility of bankruptcy and loss of life savings; short squeeze timing is unpredictable and can reverse violently. TICKER - MU - LONG | confidence: 0.70 | sentiment: +0.80 Speaker: r/wallstreetbets community Thesis: Top comments urge selling everything to buy MU, calling it a future $40 trillion company; another comment depicts 10 types of MU traders, most of whom are bullish (e.g., “MICRON TO 10,000+”). The community sees MU as a momentum stock that has rallied from $80 to $1,200, with a strong belief in further upside driven by AI demand and a short squeeze element. The consensus is to buy MU aggressively, with many regretful they didn’t full‑port calls earlier. Bearish archetypes include covered call sellers and put buyers; the stock is already up 15x from $80, raising valuation concerns.
TICKER - WEN MED
r/wallstreetbets community Reddit community discussion
Two comments label MSFT “the worst stock” and jokingly suggest “nuke MSFT headquarters”. This negative pocket of sentiment, combined with the thread’s focus on MU and WEN, hints at a short‑term rotation away from mega‑cap tech. Short MSFT as a contrarian play against wsb bearish sentiment, but with low conviction. Only a few comments, low consensus; MSFT is a fundamentally strong company and could bounce back quickly.
MSFT MED
r/wallstreetbets community Reddit community discussion
One heavily upvoted comment says "Fucking bot city in here. Puts on RDDT" (score +8), signaling distrust in Reddit's own platform and user quality. The comment implies RDDT is overvalued or manipulated by bots, making it a potential short target in a market that is punishing speculative names. Limited consensus but the high upvote suggests resonance – a high-risk, contrarian put play if you agree the bot problem hurts RDDT's fundamentals. Only one explicit bearish call; no supporting data or price target. RDDT could rally on broader tech momentum. KOR (Korean ETF / SK Hynix) - LONG | confidence: 0.50 | sentiment: +0.50 Speaker: r/wallstreetbets community Thesis: A user proposes buying Korean ETFs before SK Hynix lists on a US exchange, then selling after inclusion (score +7). This is a known "pre-listing front-run" strategy. SK Hynix is a direct competitor/peer to MU; its US listing would likely trigger index inclusion inflows, lifting Korean semiconductor ETFs. A niche but logical play – buy the Korean ETF (e.g., KOR, EWY) ahead of Hynix’s US debut, then sell the pop after listing. Timeline uncertain; the comment doesn't specify when Hynix will list. The strategy relies on market timing and may fail if the listing is already priced in.
RDDT MED
r/wallstreetbets community Reddit community discussion
Micron reported Q3 revenue $41.5B (+336% YoY), EPS $25.11 vs $20.71 est, and guided Q4 rev $49-51B (est. $43.24B) with gross margins expanding to 86%. 16 multi-year strategic customer agreements (SCAs) lock in 47% of revenue on take-or-pay terms. The beat and raise – especially the “beyond 2027” supply tightness – demolishes the cyclical memory narrative. Community believes P/E expansion from historical low (currently ~12x forward) is now justified, pushing the stock toward $1500–$2000. Buy MU on any dip; the stock is still “cheap” relative to its new earnings power ($120B+ net income implied) and the market is underpricing the durability of HBM/memory demand. Some commenters warn of profit-taking tomorrow morning (“Profit taking tomorrow morning” +11) or that MU could “fade” as often happens after big beats. IV crush may hurt option buyers. TICKER - DRAM / RAM - LONG | confidence: 0.80 | sentiment: +0.85 Speaker: r/wallstreetbets community Thesis: The 2x DRAM ETF (RAM) launched today; community sees memory as “only major bottleneck for AI data centers.” Multiple top comments predict DRAM (likely referencing the ETF or the memory chip index) will reach $250, with +8 point that supply cannot increase until 2028-2030. MU’s earnings confirm that memory pricing is surging and margins are at historic highs. A leveraged ETF on DRAM allows traders to amplify the move without picking individual stocks. Buy RAM calls or shares to ride the memory super-cycle. The Koreans (major memory producers) will FOMO in, fueling further gains. Leveraged ETFs decay; if memory stocks pull back after the initial euphoria, losses are magnified. Some commenters note “MU could go red by open tomorrow” due to IV crush. TICKER - SNDK - LONG | confidence: 0.75 | sentiment: +0.80 Speaker: r/wallstreetbeds community Thesis: SanDisk (SNDK) is mentioned alongside MU as a memory beneficiary, with one comment showing “WDC up 20% in an hour LOL” (WDC = Western Digital, which owns SanDisk). Community calls SNDK “going to be a trillion dollar company” and notes it dropped 20% before earnings on nothing. MU’s beat confirms strength across all memory markets (NAND included). SNDK, being a pure-play NAND flash company, will ride the same wave of hyperscaler demand and tight supply. Buy SNDK shares or calls for a catch‑up trade to MU. The stock recovered sharply after hours (+20% mentioned) and still has room to run. Some commenters think the whole space might fade after the initial pump; also SNDK is less liquid than MU and may lag. TICKER - MSFT - AVOID | confidence: 0.65 | sentiment: -0.60 Speaker: r/wallstreetbets community Thesis: Multiple top comments show MSFT is down ~24% YTD, with a bagholders anonymous thread. Even after MU beat, MSFT stayed flat or slightly negative AH. Community describes it as “a hater stock” and “every other tech going up in sympathy, this shit wants to stay flat.” MSFT appears to be in a structural downtrend relative to semiconductors. The market rotation out of software and into hardware (memory, AI infrastructure) is vicious; MSFT bags are being sold to buy MU calls. Avoid MSFT until it shows a clear reversal. The consensus is to fade any rally in MSFT and instead allocate to memory/semis. A few commenters suggest buying MSFT calls on the dip (e.g., August $400 calls) for a potential mean reversion. If AI CapEx fears abate, MSFT could bounce. TICKER - WEN - WATCH | confidence: 0.40 | sentiment: +0.30 Speaker: r/wallstreetbets community Thesis: Wendy’s became a meme pump after a shitpost claimed the stock would surge. Some comments hold small positions hoping for $10 (currently around $8). Community divided – some say “holding to double digits,” others call it “garbage” or a “pump and dump.” The MU earnings overshadowed WEN, but a rotation from WEN to MU was noted. WEN volume is low and relies on Reddit hype, not fundamentals. Watch only; not a conviction trade. The pump may have faded as money flows back into semiconductors. WEN could see a dead‑cat bounce if the meme reignites, but the thread shows no strong bullish consensus. Most serious traders ignore it.
MU MED
r/wallstreetbets community Reddit community discussion
Wendy's has a 7% dividend, is at 15-year lows, and short interest is ~33% with borrow utilization at 92% and a squeeze score of 100/100 per Benzinga data cited in the thread. Retail traders are discussing full-porting 0DTE calls, moving 529 money, and organizing a squeeze. The high dividend provides a floor, while the short positioning offers explosive upside if momentum turns. A classic WSB short-squeeze setup with fundamental backup (dividend, low valuation) – high risk, high reward. Some commenters argue "you all ruined WEN" as a long-term investment; squeezes can fade quickly if buying dries up. Dividend may be cut if stock continues to fall.
WEN MED
r/wallstreetbets community Reddit community discussion
One user predicts Western Digital will post "record earnings" in the first week of August, and another mentions holding WDC alongside MU and Sandisk as "all looking great". Memory/storage sector is lifted by MU's results; WDC is a direct beneficiary of the same HDD/SSD and NAND cycle, and a record earnings call could be a catalyst. A laggard play riding MU's coattails with a specific earnings date catalyst; lower community conviction but consistent with the bullish memory theme. Not widely discussed; only +5 upvotes. WDC has its own operational risks and may not correlate perfectly with MU.
WDC MED
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This Reddit post, published June 24, 2026, features r/wallstreetbets community discussing TICKER - WEN, MSFT, RDDT, MU, WEN, WDC. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: r/wallstreetbets community  · Tickers: TICKER - WEN, MSFT, RDDT, MU, WEN, WDC