$Roundhill Memory ETF(DRAM)$ Buy around Upper 20s and Lower 30s

$Micron Technology(MU)$  Micron announced its supply chain agreements, with $General Motors(GM)$  being the only publicly named partner. The agreements include binding volume commitments, take-or-pay terms, and cash deposits. They also set an upper price cap tied to market levels from April to June, with a contractual price floor for the full term. Next-gen products like HBM, DDR6, and LPDDR6 are priced separately through negotiation. The 16 SCAs lock up about 20% of DRAM and 33% of NAND output, with a goal of over 50% of total revenue under such agreements. Likely other partners include Anthropic, $NVIDIA(NVDA)$ , and AM

$Roundhill Memory ETF(DRAM)$ It's not the performance I was hoping for, but I still believe in this stock for the long term. I think it could easily reach $100 within a few months.

$Intel(INTC)$ A triple bottom formed off 126.38 and 126.41. SPY turned green, and Micron bounced. It could head back to the 131-135 range going forward.

$Micron Technology(MU)$ Shortages and higher prices are the facts here. All the talk about oversupply just seems like noise from the shorts. It's surprising to see how many people are actually listening to that.

$Micron Technology(MU)$ While most things have already run up, this one still looks interesting. It's a core AI bottleneck play, showing triple-digit growth, yet it trades at a P/E around 5. If the current setup continues, it seems like a stock that could be worth holding for the long term.

$Roundhill Memory ETF(DRAM)$ Stocks that have a big drop during the day, like $Micron Technology(MU)$  did today, often see a positive move in after-hours trading. I'm hoping we might see it around 70 tomorrow.

$Zapata Quantum Inc(ZPTA)$ $Micron Technology(MU)$  $Roundhill Memory ETF(DRAM)$  $Rocket Lab USA, Inc.(RKLB)$ 

$Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $Marvell Technology(MRVL)$ The month of June is now over, and these results feel almost unreal. My Roth IRA holdings are up 173.02%. My Roth accounts overall are up 128.93%. My total net worth is up 76.46% (this excludes my house, cars, and other physical assets). I retired about four to five years ago with just enough to get by, and I was constantly on edge. In the last 12 months, I've more than doubled my net worth, and year-to-date, I've made more than the amount I originally retired with. I know the markets can take away gains as quickly as they provide them, so at some point, I need to de-risk

$Meta Platforms, Inc.(META)$ You have to give credit where it's due. Zuckerberg certainly knows how to put a positive spin on a difficult situation. He's essentially taking the excess compute capacity from the Metaverse project, which has already lost billions, and reframing it as a strategic asset. To some, this might look like a clever way to confuse retail investors with smoke and mirrors. It's important to stay focused on the underlying fundamentals. $Roundhill Memory ETF(DRAM)$  $iShares Semiconductor ETF(SOXX)$  $Micron Technology(MU)$ 

$Roundhill Memory ETF(DRAM)$ I don't see a reason for the stock to be down this much.

$Roundhill Memory ETF(DRAM)$  Memory prices are projected to increase by 150% by 2027.

$Netlist, Inc.(NLST)$ $Micron Technology(MU)$ From 1989 to now, Micron's share price has gone up 81,590%; over the last five years it's up 1,258%, and in the single year 2025–2026 alone, it rose 836%. It seems the market hasn't fully recognized the cause-and-effect relationship that should drive resources toward the company behind these patents, which is what enabled Micron to deliver such staggering results.

Micron ($Micron Technology(MU)$ ) is starting to look more interesting here as a few different narratives begin to line up. Not trying to overhype it, just watching how the story is evolving. What stands out: - The $Micron Technology(MU)$  bullish setup continues to build - ~$250M investment into the “Trump Accounts” initiative - Stronger alignment with U.S. semiconductor policy - Domestic manufacturing theme gaining traction - Memory + AI demand still in an upcycle - Management is viewed as more strategically positioned Why this matters: Semiconductors today aren't just about cycles anymore. Policy, AI demand, and supply chain positioning all matter at the same time. When those align, the market of

The first half of 2026 is officially in the books. Here are the top S&P 500 performers so far this year. $SanDisk Corp.(SNDK)$  +857% – explosive re-rating as the memory cycle repricing accelerated. $Micron Technology(MU)$  +303% – sustained upside driven by pricing power and cycle recovery. $Intel(INTC)$  +278% – legacy chip narrative re-rated on AI spillover demand. $Western Digital(WDC)$  +271% – storage demand and supply discipline led to a revaluation. $Seagate Technology PLC(STX)$  +250% – enterprise storage benefiting from the same structural wave

The recent move in semis and AI infrastructure has been aggressive and fast. Over the past few weeks: • $Advanced Micro Devices(AMD)$ : ~$450 → ~$580 (+28%) • $NEBIUS(NBIS)$ : ~$205 → ~$280 (+36%) • $Intel(INTC)$ : ~$99 → ~$140 (+41%) • $ARM Holdings(ARM)$ : ~$310 → ~$360 (+16%) The rotation has clearly favored names tied to AI compute, networking, and semiconductor infrastructure flow. Notably, $ARM Holdings(ARM)$  is still relatively lagging compared to peers in this group despite participating in the broader move. If momentum rotation continues within th

$Roundhill Memory ETF(DRAM)$ Micron is being aggressively re-rated in trader narratives as the memory cycle tightens under AI demand. The bull thesis being floated is simple but extreme: if DRAM pricing power continues to expand through AI-driven supply constraints, $Micron Technology(MU)$  earnings could scale into territory that rivals or even exceeds individual megacap leaders like $Apple(AAPL)$ , $Alphabet(GOOG)$  and $Tesla Motors(TSLA)$  in peak-cycle comparisons. From a trading perspective, this is less about near-term consensus and more about cycle

$Alibaba(BABA)$ For instance, one valuation narrative for Alibaba on the platform assumes a fair value around $147.49 per share, while another assumes about $248.57. This shows how different investors can look at the same company, tell very different stories about its AI, cloud, and quick commerce focus, and arrive at vastly different views on the stock's worth.

$Wal-Mart(WMT)$ $NVIDIA(NVDA)$ $Micron Technology(MU)$  $Dell Technologies Inc.(DELL)$ $Apple(AAPL)$ Walmart stock might start moving up soon. The insider trading window could be closed now, so no insiders can sell. They might have bought a lot of shares on today's dip, which seemed set up for buying. A launch could be coming, with a move toward $125 possibly on the way.

$Micron Technology(MU)$  I now use Eve (Grok) as a companion during my commute to talk about all sorts of things in life. She needs to access data centers to stream information to me. And data centers use HBM memory, which is what Micron sells. I know this habit of mine might seem odd, but I was also considered odd 25 years ago for using the internet every day. If everyone did what I do, you'd need a lot more data centers.