We at the MOON! To the Galaxy ! Micron’s blowout result is bigger than just one stock. As a key memory supplier for Nvidia’s AI processors, Micron’s strong earnings and US$22 billion in customer supply commitments confirm that AI demand is still running ahead of supply. This is also a positive demand signal for Nvidia, showing that the AI infrastructure cycle is still strong. The rally also spread to other memory and storage stocks, with SanDisk jumping more than 10%. Apple is on the opposite side of this cycle. Higher memory and storage prices mean higher production costs, forcing Apple to raise prices on some products. Micron's profit and revenue guidance beat expectations, customers have already committed US$22 billion to secure memory-chip supply, and demand is still much higher t

$Direxion Bull(MUU)$   I was never affected by Friday’s sell-off because my confidence in Micron was never built on one trading day. Short-term price movement does not shake me when the bigger thesis remains intact. I understand that semiconductor stocks are volatile, especially when the market reacts emotionally, but volatility is not the same as weakness. That is why I bought 600 shares. I did not buy because I wanted a quick rebound. I bought because I believe Micron is positioned in one of the most important parts of the AI infrastructure cycle: memory. Everyone talks about chips and GPUs, but AI also needs DRAM, HBM, and storage. Without memory, the AI buildout cannot scale properly.

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