$Micron Technology(MU)$ $Broad

$Micron Technology(MU)$ $Broadcom(AVGO)$ $Alphabet(GOOGL)$ $NEBIUS(NBIS)$ The bear porn is insane lol. Sure, the macro looks rather messy right now, but underneath the surface, institutions are running the same playbook they always do — accumulating while retail panic sells.

Fundamentals on all of these businesses haven't changed, and if anything, they keep getting stronger. Then when the real rally begins, people end up chasing — just like they hated Meta at 550 and love it at 750. Patience always pays.

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