To The Moon

$Micron Technology(MU)$ Still sailing through key levels. Held 905, broke 930. Next one to watch is the big level at 1000.

We're going to hit new all-time highs on Thursday. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $Micron Technology(MU)$  $NVIDIA(NVDA)$  $NEBIUS(NBIS)$ 

$Micron Technology(MU)$  I think Micron will eventually cross $2k, but $1,600 seems like a reasonable target by March 2027.

$Micron Technology(MU)$ I have been a MU holder and a safe-bond investor. Between the two, I would pick MU every single time.

$NVIDIA(NVDA)$ $Micron Technology(MU)$ $Oracle(ORCL)$  really needs to crush this earnings report.

Micron ($Micron Technology(MU)$ ) is holding strong support above $1,000, which looks like the setup for a quick move toward $1,100 by Friday. The bullish momentum here is backed by analysts pointing to the cyclical memory downturn having bottomed, driven by massive AI-related demand. Short-term dips back to the $1,000 level still look like high-conviction buying opportunities, as long as you account for $Micron Technology(MU)$ 's typical high-beta volatility.

$SPDR S&P 500 ETF Trust(SPY)$ AI gaming looks like it could be really something, but the hardware side of it won't come cheap. $Micron Technology(MU)$  and $NVIDIA(NVDA)$  seem positioned right around where that trend is heading.

$Micron Technology(MU)$ I went through all the major earnings from this quarter and put together a cheatsheet. The common thread across management commentary is pretty clear. The focus is shifting fast from who had the best AI exposure during 2024-2026 to who has the best memory exposure for 2026-2028. The market is likely going to have to re-rate memory, compute, and connectivity higher, because the memory shortage keeps getting worse. Some of the biggest names positioned around the memory shortage are Micron, Nvidia, Astera Labs, Credo, Marvell, Sandisk, Western Digital, and Broadcom.

$Micron Technology(MU)$ Took a $64k loss on MU calls. Still at $1.24M realized for the year though, so I'll take it on the chin. All-time high by earnings.

$Micron Technology(MU)$ Not a bad day so far, considering it has barely moved.