To The Moon

The start of each month is usually the key window for the release of the U.S. non-farm payrolls (NFP) data, so at the beginning of every month many people tend to see sizable swings in their investment accounts. This is because the NFP data often reshapes the market's expectations for the future economy, which in turn changes the price direction of related financial products. Last week's NFP data came in contrary to market expectations: the market had originally anticipated a figure of more than 100,000 new jobs, but the actual result was an increase of only 57,000. A slowdown in job gains indicates that the economy is not as “hot” as expected, which reduces the necessity for the Federal Reserve to raise interest rates. As a result, since the data was released, the market has sharply lower

The intraday price action you observed in $Micron Technology(MU)$ —dropping 5.5% on a headline before bouncing back in after-hours—is a classic case of headline risk clashing with structural fundamentals. To evaluate whether the memory supercycle is truly intact, or if you should look for entry signals elsewhere, it helps to break this down into three core elements: the nature of the lawsuit, the metrics to watch, and what peers like SK Hynix are telling us. The Lawsuit Drop & Rebound: Noise vs. Signal The sudden 5.5% drop was triggered by a class-action antitrust lawsuit filed in late June 2026 against the "Memory Trio" (Micron, $Samsung Electronics Co., Ltd.(SSNLF)$ Samsung, and