To The Moon

$Micron Technology(MU)$  Susquehanna just put out a $2,000 price target on Micron.

$Netlist, Inc.(NLST)$ Chuck Wepner, also known as the Bayonne Bleeder and the real-life inspiration for Rocky, once put Muhammad Ali on the canvas and lasted all the way to the end of the 15th round. Hong seems to be doing something similar with Big Tech while defending the company's patents. Samsung got dropped. $Samsung Electronics Co., Ltd.(SSNLF)$  Micron got dropped. $Micron Technology(MU)$  Now they are partners, and Hong is still standing. Start the car. We're going to the bank. We're millionaires.

$Seagate Technology PLC(STX)$ Stuck in a sideways range. Toshiba news is adding some pressure to storage stocks, and some of that sentiment is spilling into memory stocks, though they’re in a totally different segment with different technology. $Western Digital(WDC)$  $SanDisk Corp.(SNDK)$  $Micron Technology(MU)$  $Roundhill Memory ETF(DRAM)$ 

$NVIDIA(NVDA)$ $NVIDIA(NVDA)$ YE 2026 target for NVDA is $325. Base case $325, bull case $350–$375, extreme bull $400+, bear case $220–$250. The bullish side: Q2 revenue +106% YoY, Data Center revenue +117%, Q3 guide around $108B, Rubin ramp underway, AI infrastructure spending still massive, roughly $235B buyback authorization, and Street consensus target near $328. From around $234, a $325 base case works out to roughly 39% upside by year-end. $325 base, $375 bull, $235 on the downside. NVDA is still the dominant AI compute platform, and earnings are growing fast enough that the valuation stays surprisingly reasonable.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ With MU earnings coming up, I'd rather see these tickers drift lower than rally into the print just to get sold off after.

$Micron Technology(MU)$ Just 4 months ago, these were the price targets for June 2027.

$Micron Technology(MU)$ Bears like to hedge with maybe and might, but the earnings should be strong without a doubt.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $NVIDIA(NVDA)$ $SK hynix(SKHY)$ Trump's "Super Intelligence (SI)" branding looks like a net positive for Micron (MU) and SanDisk (SNDK). It signals continued, aggressive U.S. AI infrastructure expansion, not a slowdown. The terminology change doesn't affect demand directly, but the policy stance behind it does — Trump explicitly rejected new AI regulations and emphasized maintaining U.S. leadership. That supports hyperscaler capex, which is the core driver of memory demand.

$Micron Technology(MU)$  Really hoping for a 5-7% gap up on some good news, and if that happens I'm done with options for good, only 2-3x leverage ETFs from here on out.

$Micron Technology(MU)$ Micron is essential to the AI buildout. $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$  $NEBIUS(NBIS)$  $NVIDIA(NVDA)$