To The Moon

$Intel(INTC)$ Instead of naked shorting the actual stock, they'll just do it through an ETF to try to fool people. I'm not buying it. Back to 140 would be nice. I can wait all year. I'm cool with that.

$Micron Technology(MU)$ Now that we hit 1060, the big players look like they are in position right before things get going.

$Intel(INTC)$ If we don't see an all-time high by December, I'm stepping away from trading for a year.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ AI inference is going to create massive memory and storage requirements. On top of that, additional storage layers will be needed for KV caching. Know what you own.

$Micron Technology(MU)$  Average RDIMM pricing over the past 5 weeks has moved from 1600 to 2163.50. That's a 35% increase in server memory in 5 weeks. No one is paying 2163.50 because they expect memory prices to go back down. Only a handful of people are using Facebook Muse. Facebook is pulling in a lot of data from their free agent. Grok bot has fewer users, Hermes even fewer. As models improve, the value of compute goes up. H100 launched 4 years ago, and used H100s are now selling for more than new ones did 4 years ago. AWS offers discount rates if you reserve an 8x H100 for a year. There are extra fees for bandwidth and storage. Renting an 8x H100 node for a full year costs $337,522.80. That upfront or commit

$Intel(INTC)$ Based on the option data, it looks like Monday and Tuesday could be red, Wednesday and Thursday green, and Friday a barcode. Still waiting here. Still 3x undervalued versus its competition.

$Micron Technology(MU)$ 3000By 2030, that's all that matters. Buy and hold. Ignore the day-to-day noise.

$Micron Technology(MU)$ Hoping it doesn't retest the previous market high at 1106 and get rejected. Would be nice to wake up to MU at 1150.

$Micron Technology(MU)$ Not feeling any better informed than on any other day. Numerically, Micron is undervalued. It won't stay here. It can't. It has to move one way or the other. Something will act on the stock to push it up or down. The realization that, absent news to the contrary, it's grossly undervalued. Or news, real or perceived, clarifying why the sky is actually falling. It's not falling as earnings estimates keep rising, but the truth often loses to perception, especially in the short term. Up about 31.5% since the end of July. It doesn't really feel that way, but the numbers don't lie. I'm placing my faith in strong guidance and the announcement of a huge stock repurchase plan. I've bet my farm on it, so the car might be a bit cro

$Micron Technology(MU)$ 15,050 was resistance, now it's support. The retest of support has held, and the breakout above the cup and handle pattern still looks valid.