$Micron Technology(MU)$ This money machine keeps paying. The big swings are enjoyable.

$Intel(INTC)$  Intel's behavior over the last few hours was admirable. If interest rates and Treasury yields weren't being manipulated again, we would have risen 5% today.

$Micron Technology(MU)$  There's a reason 80% of shares are institutionally owned. Forward PE of 6. All this crazy price action looks like an effort to shake retail out so the big players can profit on the turnaround. The company has all of 2026 memory committed to customers. Earnings should be fantastic, and 2027 looks even better. They have both long and short term contracts in place with customers to leverage their supply buildout. Management knows what it was like to be underwater in the past and the CEO won't let that happen again. I'm holding my shares and think Micron could double from current levels.

$Micron Technology(MU)$ Lots of consolidation going on, and I like seeing that. Usually it sets things up for a much bigger move higher.

$Intel(INTC)$  INTC options flow was pretty mixed today. The biggest open interest moves showed traders selling the Aug. 31, 2026 $90 calls at the bid, and the Sep. 11, 2026 $83 puts were also sold at the bid with around 97% tied to spreads. On the call side, the Aug. 31, 2026 $92 calls saw buyers stepping in at the ask. Notably, the Aug. 31, 2026 max pain level held at $90. Spot was near $89.40, down just 0.08% on the day. Looking at total GEX, it printed +28K on a strike-sum basis, but spot remained below the flip. The flip level was $104.47 based on today's flow and $90.45 based on open interest, with the heaviest strikes clustered between $85 and $100. On the options side, bearish premium led slightly at $52

$Micron Technology(MU)$  Overnight widow maker. Cover now or cover higher, shorts.

Someone just dropped $1.1 Million on the $Micron Technology(MU)$  Wednesday Exp $940 Calls!

$Intel(INTC)$ $NVIDIA(NVDA)$  is trading above the $217.06-$217.26 support zone, and the setup still looks bullish from here.

$Intel(INTC)$ Hoping one of the big outfits signs a foundry deal soon. They really need to solidify that side of the business.

$Intel(INTC)$ Jensen said the next big thing in AI is silicon photonics. The leader in silicon photonics isn't Lumentum or TSMC, it's Intel. I want that $1,000 run. Wait and never have to worry about money again. Not falling for the scare tactics.

Apple gets a new CEO this Tuesday. I'm expecting a dip in the range of -2.14% to -4.69% after that. All that cash has to rotate somewhere, and semis look like the likely destination. Semis are basically carrying this entire market right now. I'm not joking. $Apple(AAPL)$  $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$  $NVIDIA(NVDA)$  $Micron Technology(MU)$ 

$Micron Technology(MU)$ Been looking at forward multiples across the historically cyclical chip names. MRVL sits up around 65-70x, NVDA is in the 45-55x range, while AMD and ASML are both closer to 35x. AVGO comes in around 24x, then LRCX at 23x, TXN around 22x, and AMAT near 21x. TSM and SK Hynix are both around 20x, QCOM is at 18x, Samsung around 17x, and INTC down near 15x. Then you look at MU and it is sitting at roughly 6x. Just for reference, even a 12x multiple on MU would imply something like a $1,800 share price.

$Nocera, Inc.(NCRA)$ AI infrastructure play with a market cap of $4M, 1.63M float, and $7M in sales. The company acquired QMAX Technology and got authorized as a Micron/Crucial memory and storage distributor. It's also taking an equity stake in INERGX alongside a joint venture focused on mission critical energy infrastructure and battery technologies. The stated goal is to build INERGX into a $250M valuation company. Key angles here are AI infrastructure, battery technology, and the Micron memory and storage distribution side.

$Micron Technology(MU)$  This price looks artificial. Fast forward a few months and we should be much higher.

$Micron Technology(MU)$ The best forward PE in the group. Best company overall. The old man's price target is $1,150. When that happens is the question.

I said it was going up. When I say the market is heading higher, maybe it is worth considering calls. $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$  $NVIDIA(NVDA)$  $Micron Technology(MU)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ 

$Micron Technology(MU)$ Bears are in trouble once the narrative turns to tangible benefits from AI.

$Micron Technology(MU)$  It followed the chart toward 1080 almost perfectly, until some decided to sell for no clear reason. Still looks like it's heading for the 1080 level.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ First we had blowout MU earnings. Then blowout STX, SNDK, and WDC earnings. All the hyperscalers reiterated capex spending. Every memory company has talked about issuing massive buybacks and dividends from FCF. Inflation came in cool. The Fed held rates steady. Musk says memory demand is growing 10x faster than supply. Each company says there's no visibility into when supply starts to normalize. The numbers being put out on expected margins and EPS through the rest of the decade are extraordinary, along with how much supply is already booked into 2027 and 2028. CXMT is quoting Apple the s

$Intel(INTC)$ The irrational fear of supply overhang is real. We just need Lutnick to come out and say the government will hold the shares for another 2 years, then we could see a 60-80% gain within a week of trading. Lip Bu is already working on it.