To The Moon

Yes memory stay long in AI landscape

$Micron Technology(MU)$  insider start buying 

$Micron Technology(MU)$   $NVIDIA Corp(NVDA)$   $SPDR Nuveen ICE Short Term Municipal Bond ETF(SHM)$   $iShares Semiconductor ETF(SOXX)$  $HudBay Minerals(HBM)$    Markets are not reacting. They are repositioning. Micron drops 6%... after printing 81% margins. That is

MU ，go

Put it this way, high dividend yield must be accompanied by high quality businesses with a durable competitive advantage. When I look at dividend stocks as a Singapore investor, I often compare businesses that pay dividends that are well secured by a consistent free cash flow. For example, what’s different is dividend growers like Sheng Siong produce free cash flow and pay dividends within its reasonable range.  Despite market cycles, this supermarket giant continues to grow its dividends and earnings year after year. In fact, it’s now earning close to S$150 million in a single year. However, given the intense competition, it’s hard to say whether a high dividend yield is still secured by free cash flow. It’s even harder to beat inflation if a company’s dividends are affected by inten

$Micron Technology(MU)$ fell almost 5% in extended trading shortly after reporting earnings after US market close, even though fiscal Q2 revenue nearly tripled. This came as concerns continued to mount over elevated capital expenditure plans, with the company warning that it will need to spend heavily on production to meet burgeoning demand, overshadowing the upbeat forecast. SG's newly-listed Micron 3x Long and Short DLCs, which begin trading today, are currently tracking and amplifying Micron's overnight market moves. Those anticipating further weakness in Micron may consider the Micron 3x Short DLC, while investors who believe the latest move was an overreaction may look to the Micron 3x Long DLC for potential upside on a rebound. Alongside the M

SG DLCs now offer leverage exposure to new single stocks $TRIP.COM-S(09961)$ , $Seatrium Ltd(5E2.SI)$ , $Palantir Technologies Inc.(PLTR)$ , and $Micron Technology(MU)$ starting tomorrow 19 March. For Trip.com and Seatrium, investors can gain amplified upside exposure using the 5x Long DLCs. For Palantir and Micron, joining recent additions such as Netflix, Broadcom, and AMD, investors can utilise the 3x Long DLC and 3x Short DLC to express both bullish and bearish views on these US names, while also enabling timely responses to market-moving developments during Asian trading hours, when the US market is closed. In mark

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MU is feeding the demand for more commotion power especially for AI.  @JohnL  @Jun168  @tommyespada  @Lee Rebecca  @jianguang  @MKTrader  @Subramanyan  @Tiger_Merch  @Success88  @MuchMoreLee  

Avery strong call company 💪💪💪

Yes memory is the new oil Micron is my stock price target $500

The surge in NAND and DRAM prices is real. However, investors should separate short-term earnings momentum from the long-term “supercycle” thesis. --- 1. Why NAND prices are exploding right now Research firm TrendForce recently raised its forecast for NAND flash prices to rise ~85–90% QoQ in 1Q2026, reflecting severe supply shortages and strong enterprise demand.  The key drivers: AI data centres Hyperscalers are buying massive enterprise SSD capacity for training and inference workloads.  Supply discipline Memory makers are limiting capacity expansion and shifting production to higher-margin DRAM and HBM.  Structural shortage Memory suppliers are prioritising AI infrastructure over consumer devices.  This is why Micron, Samsung, and SK Hynix currently have significant

Yesterday, U.S. tech stocks broadly advanced, with the $纳斯达克(.IXIC)$ rising 1.2%. $英伟达(NVDA)$ gained 4% intraday, while $美光科技(MU)$ surged as much as 7%. From an ETF perspective, large-scale semiconductor ETFs delivered relatively steady gains, with $半导体指数ETF-HOLDRs(SMH)$ up 1.70% and $iShares费城交易所半导体ETF(SOXX)$ up 1.96%, reflecting capital flowing back into core names. ETFs with more diversified and mid-to-small-cap exposure showed stronger momentum, with $INVESCO SEMICONDUCTORS ETF(PSI)$ up 3.05%, $Fi

The market stopped talking about "future potential" a while ago. We're now deep in a massive operational shift. If you're watching the chip space, you need to track three battlefronts: 1.Upstream: The Equipment Bottleneck The 2nm and 1.8nm arms race has equipment giants running full tilt. $Applied Materials(AMAT)$ : The 3nm and 2nm order wave keeps rolling. TSMC expands, AMAT collects—EUV-related revenue projected up 40% this year. $ASML Holding NV(ASML)$ : High-NA EUV (EXE:5000) is the new license to print money. Intel just took delivery of that $350M+ machine. As long as foundries chase "angstrom-class" supremacy, ASML's 50%+ margins are locked in. Japan materials: Japan's JSR just pushed photoresist pr

to the moon. 500 target price. her we come

Micron Is Up 350% Over 12 Months. What Its Chart Says Ahead of Earnings Memory-chip designer $Micron Technology(MU)$   has gained some 350% over the past year and beaten the $S&P 500(.SPX)$   in basically every timeframe from one month to five years. Let's check out its fundamentals and technicals as it prepares to report earnings this week. Micron's Fundamental Analysis MU is set to report the fiscal Q2 results after the closing bell Wednesday, with the Street looking for $8.60 in adjusted earnings per share on $19.1 billion of revenue. That would represent a 451.2% gain from the $1.56 in adjusted EPS that Micron reported

$Micron Technology(MU)$ is scheduled to report its fiscal Q2 2026 results on Wednesday, March 18, 2026, after the market close. The stock has been a standout performer, fueled by the "memory super-cycle" and the rapid scaling of AI infrastructure. Earnings Expectations & Key Estimates Consensus estimates have been trending upward leading into the report, reflecting high confidence in pricing power and AI demand. Revenue: Projected at approximately $19.1 billion, representing a massive 137% increase year-over-year. Earnings Per Share (EPS): Wall Street expects $8.60 – $8.77, a significant jump from the previous year, with some "whisper" numbers pushing toward $9.19. Gross Margin: Management previously guided for 68% (±1%). Investors will look for

Heading into earnings, Micron Technology $Micron Technology(MU)$ is one of the stocks I’m watching closely. The narrative around memory is shifting from a traditional commodity cycle to core AI infrastructure. With demand driven by hyperscalers and systems powered by Nvidia $NVIDIA(NVDA)$ , the key question is whether this could become a longer AI-driven cycle. For me, the most important factor will be Micron’s position in the HBM supply chain. If the company confirms solid progress on HBM4 tied to Nvidia’s next-generation platforms, it would strengthen the case that memory pricing power may last longer than past cycles. If I had to pick, I’d lean toward B: Steady Climb (3–10% gain). The AI memory story

gogogo. War will not last forever. peace will bring back surge soon.

NVIDIA has publicly acknowledged that the main cost pressure behind maintaining its ~75% gross margin comes from HBM (High Bandwidth Memory). Meanwhile, Amazon has reportedly raised its 2026 capital expenditure target to $200 billion, signaling massive investment by hyperscalers. Their hunger for memory is reshaping the entire bill of materials (BOM) for AI infrastructure.

$Micron Technology(MU)$   $NVIDIA Corp(NVDA)$   $SPDR Nuveen ICE Short Term Municipal Bond ETF(SHM)$   $iShares Semiconductor ETF(SOXX)$  $HudBay Minerals(HBM)$    Markets are not reacting. They are repositioning. Micron drops 6%... after printing 81% margins. That is

Yes memory stay long in AI landscape

$Micron Technology(MU)$ fell almost 5% in extended trading shortly after reporting earnings after US market close, even though fiscal Q2 revenue nearly tripled. This came as concerns continued to mount over elevated capital expenditure plans, with the company warning that it will need to spend heavily on production to meet burgeoning demand, overshadowing the upbeat forecast. SG's newly-listed Micron 3x Long and Short DLCs, which begin trading today, are currently tracking and amplifying Micron's overnight market moves. Those anticipating further weakness in Micron may consider the Micron 3x Short DLC, while investors who believe the latest move was an overreaction may look to the Micron 3x Long DLC for potential upside on a rebound. Alongside the M

Put it this way, high dividend yield must be accompanied by high quality businesses with a durable competitive advantage. When I look at dividend stocks as a Singapore investor, I often compare businesses that pay dividends that are well secured by a consistent free cash flow. For example, what’s different is dividend growers like Sheng Siong produce free cash flow and pay dividends within its reasonable range.  Despite market cycles, this supermarket giant continues to grow its dividends and earnings year after year. In fact, it’s now earning close to S$150 million in a single year. However, given the intense competition, it’s hard to say whether a high dividend yield is still secured by free cash flow. It’s even harder to beat inflation if a company’s dividends are affected by inten

Yesterday, U.S. tech stocks broadly advanced, with the $纳斯达克(.IXIC)$ rising 1.2%. $英伟达(NVDA)$ gained 4% intraday, while $美光科技(MU)$ surged as much as 7%. From an ETF perspective, large-scale semiconductor ETFs delivered relatively steady gains, with $半导体指数ETF-HOLDRs(SMH)$ up 1.70% and $iShares费城交易所半导体ETF(SOXX)$ up 1.96%, reflecting capital flowing back into core names. ETFs with more diversified and mid-to-small-cap exposure showed stronger momentum, with $INVESCO SEMICONDUCTORS ETF(PSI)$ up 3.05%, $Fi

$Micron Technology(MU)$  insider start buying 

The market stopped talking about "future potential" a while ago. We're now deep in a massive operational shift. If you're watching the chip space, you need to track three battlefronts: 1.Upstream: The Equipment Bottleneck The 2nm and 1.8nm arms race has equipment giants running full tilt. $Applied Materials(AMAT)$ : The 3nm and 2nm order wave keeps rolling. TSMC expands, AMAT collects—EUV-related revenue projected up 40% this year. $ASML Holding NV(ASML)$ : High-NA EUV (EXE:5000) is the new license to print money. Intel just took delivery of that $350M+ machine. As long as foundries chase "angstrom-class" supremacy, ASML's 50%+ margins are locked in. Japan materials: Japan's JSR just pushed photoresist pr

MU ，go

$Micron Technology(MU)$ is scheduled to report its fiscal Q2 2026 results on Wednesday, March 18, 2026, after the market close. The stock has been a standout performer, fueled by the "memory super-cycle" and the rapid scaling of AI infrastructure. Earnings Expectations & Key Estimates Consensus estimates have been trending upward leading into the report, reflecting high confidence in pricing power and AI demand. Revenue: Projected at approximately $19.1 billion, representing a massive 137% increase year-over-year. Earnings Per Share (EPS): Wall Street expects $8.60 – $8.77, a significant jump from the previous year, with some "whisper" numbers pushing toward $9.19. Gross Margin: Management previously guided for 68% (±1%). Investors will look for

SG DLCs now offer leverage exposure to new single stocks $TRIP.COM-S(09961)$ , $Seatrium Ltd(5E2.SI)$ , $Palantir Technologies Inc.(PLTR)$ , and $Micron Technology(MU)$ starting tomorrow 19 March. For Trip.com and Seatrium, investors can gain amplified upside exposure using the 5x Long DLCs. For Palantir and Micron, joining recent additions such as Netflix, Broadcom, and AMD, investors can utilise the 3x Long DLC and 3x Short DLC to express both bullish and bearish views on these US names, while also enabling timely responses to market-moving developments during Asian trading hours, when the US market is closed. In mark

Micron Is Up 350% Over 12 Months. What Its Chart Says Ahead of Earnings Memory-chip designer $Micron Technology(MU)$   has gained some 350% over the past year and beaten the $S&P 500(.SPX)$   in basically every timeframe from one month to five years. Let's check out its fundamentals and technicals as it prepares to report earnings this week. Micron's Fundamental Analysis MU is set to report the fiscal Q2 results after the closing bell Wednesday, with the Street looking for $8.60 in adjusted earnings per share on $19.1 billion of revenue. That would represent a 451.2% gain from the $1.56 in adjusted EPS that Micron reported

The surge in NAND and DRAM prices is real. However, investors should separate short-term earnings momentum from the long-term “supercycle” thesis. --- 1. Why NAND prices are exploding right now Research firm TrendForce recently raised its forecast for NAND flash prices to rise ~85–90% QoQ in 1Q2026, reflecting severe supply shortages and strong enterprise demand.  The key drivers: AI data centres Hyperscalers are buying massive enterprise SSD capacity for training and inference workloads.  Supply discipline Memory makers are limiting capacity expansion and shifting production to higher-margin DRAM and HBM.  Structural shortage Memory suppliers are prioritising AI infrastructure over consumer devices.  This is why Micron, Samsung, and SK Hynix currently have significant

The bulls have been running wild on memory chips for months, fueled by the AI gold rush. But today, a cold bucket of water just hit the market. Citron Research—the short-sellers who love to crash a party—just dropped a bombshell report challenging the entire "Super Cycle" narrative. The result? $Micron Technology(MU)$ and $SanDisk Corp.(SNDK)$ are bleeding red, and investors are left staring at their screens wondering if the peak is already behind us. The AI Hype vs. The Inventory Reality Citron isn’t just throwing shade; they’re pointing at the numbers. While everyone is obsessed with HBM (High Bandwidth Memory)—the specialized chips powering AI giants like $NVIDIA(NV

On Wednesday (March 18, after the U.S. market close), $Micron Technology(MU)$ will release its FY2026 Q2 earnings. After nearly two years of cyclical dormancy, the memory industry may be approaching an unprecedented inflection point.Recently, shares of the three major players $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ , Micron, and $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ —have surged sharply. The market narrative around memory is shifting from a simple “cyclical commodity” to “core infrastructure for AI.”Wall Street’s main debate (including Citi) centers on one question: Are we entering a long-term DRAM cycle similar to the 1990s P

Yes, the NAND data from TrendForce is extremely bullish, but the key question is whether this is a short squeeze cycle (2025-2026) or a structural supercycle (to 2027+). --- 1. Why NAND prices are exploding now TrendForce recently raised its Q1 2026 NAND price forecast to +85–90% QoQ, driven by a severe supply-demand imbalance.  Key drivers: AI infrastructure demand Hyperscalers are buying massive amounts of enterprise SSDs for AI training and inference.  AI workloads need large vector databases and extremely high-IOPS storage. Capacity shift Memory manufacturers are prioritising enterprise SSD and server products, reducing supply for consumer markets.  Supply discipline NAND demand is projected to grow 20–22% annually while supply rises only ~15–17%, widening the shortage.&

$Micron Solutions, Inc.(MICR)$   Micron's upcoming earnings are shaping up to be more than just another semiconductor report. The real question investors are asking is this: Is memory becoming the new bottleneck of the AI revolution? TrendForce estimates NAND prices could jump 85 to 90 percent sequentially, while DRAM pricing is also accelerating. That is a huge signal that supply and demand in memory may be entering a new phase. And unlike

MU is feeding the demand for more commotion power especially for AI.  @JohnL  @Jun168  @tommyespada  @Lee Rebecca  @jianguang  @MKTrader  @Subramanyan  @Tiger_Merch  @Success88  @MuchMoreLee  

Share more please 🙏 

Avery strong call company 💪💪💪

Yes memory is the new oil Micron is my stock price target $500