$Advanced Micro Devices(AMD)$ I really like this. It separates the gamblers from the investors. It's going to be fine. The discount won't last, so enjoy it while it's here. The only time you lose is when you panic sell.
$Micron Technology(MU)$ The only ones getting hurt here are amateur traders getting crushed by IV on low-quality weekly options. Most people who understand what they are looking at are adding aggressively. The market seems unable to price reports this strong at this market cap. Something similar played out with NVDA. Moments like this are when leveraged exposure in the underlying makes sense to me. It is no longer about the extreme numbers themselves, but the macro sentiment and bonds. Time to get ready. $Roundhill Memory ETF(DRAM)$