$Intel(INTC)$ That's a pretty bullish statement on computers and GPUs. It should be a positive for MU and SNDK.

$Roundhill Memory ETF(DRAM)$  It's not like we're buying at the top around 70-80, lol. MACD is starting to curl up... would be nice to see a W shape form here.

$Roundhill Memory ETF(DRAM)$ I've been in both, but $Tema Memory ETF(DISK)$  is clearly outperforming.

$Alphabet(GOOGL)$ That was an insanely bullish take. It's hard to listen to commentary like that and still think any sort of AI crash is on the horizon. AI capex is still increasing every quarter. $Roundhill Memory ETF(DRAM)$ 

$Roundhill Memory ETF(DRAM)$ After what Google had to say, it feels more like an incredible opportunity now. From where I stand, I'm adding to my position. I'm also buying more NBIS.

$Micron Technology(MU)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ $Applied Optoelectronics(AAOI)$ I've been gradually adding to my positions in the so-called 'Four Horsemen' over the past week, and it's been interesting to see them perform.

$Roundhill Memory ETF(DRAM)$  On the earnings call, Google mentioned that AI capital expenditures are set to keep increasing.

$Roundhill Memory ETF(DRAM)$  The market held onto most of the gains from the previous session, which is a positive sign. A green close to the day would set a more bullish tone for the next trading day.

$Micron Technology(MU)$ DRAM prices aren't likely to drop soon. At least for investors in Micron, that's probably a good thing.

$SpaceX(SPCX)$ SPY, NVDA, and MU look like they could be a good buying opportunity.

$Micron Technology(MU)$ I still see the $1,600 price target as a reference point, even though some analysts have higher targets. As for memory stocks, I'm not sure they'll peak until Micron reports its earnings.

$Micron Technology(MU)$ It looks like the usual overnight trading activity has kicked in, which some might call algorithmic influence. If this continues, we could see an open above $1,000 tomorrow.

Memory stocks are seeing a significant rebound recently. The entire sector has been moving up, with names like $Tema Memory ETF(DISK)$ , $SanDisk Corp.(SNDK)$ , $Micron Technology(MU)$ , and $KIOXIA HLDGS CORP(KXIAY)$  showing strength. This comes after a period of pressure driven by concerns over $Meta Platforms, Inc.(META)$ 's compute spending, potential oversupply in AI infrastructure, and general geopolitical uncertainty. The bounce suggests some investors are looking at these beaten-down AI infrastructure plays again. The bigger question is whether t

$Intel(INTC)$ Looking at the chart, you can see these two massive lines, and it starts to make sense why the stock is priced so low. It seems like a market maker might still be managing a synthetic short position, which could explain the ongoing attempts to control the price.

$Micron Technology(MU)$ Martin Shkreli has expressed a positive view on this stock.

$Roundhill Memory ETF(DRAM)$  It seems like the leveraged positions have been cleared out. The stock will likely retest the previous lows around $48 and then chop sideways for a week or two, probably. SK earnings are coming up next week. The next leg up will most likely begin after that. From where I stand, it feels like it could be on track to reach new all-time highs before the year ends.

$Micron Technology(MU)$  A 2% gain is solid, all things considered. It's worth remembering the mood we were in just a few days ago: rising oil prices, the crypto crash, bears everywhere talking about WW3 and predicting the market would go "under 500".

$Micron Technology(MU)$ UBS has turned more positive on Micron's potential for capital returns. The firm's analysis suggests that, once the current buyback restriction ends in December 2026, Micron could potentially repurchase more than 40% of its outstanding shares by the end of 2028. The key driver in this view is cash generation. UBS projects that Micron could generate over $400B in free cash flow through 2028, which would provide significant flexibility for an aggressive share repurchase program. If memory demand holds up, the buyback narrative could become another major catalyst for the stock.

$Intel(INTC)$ Some positive news from the market recently. The Hong Kong market has seen a gain of 550 points. Intel is scheduled to report their earnings this week on Thursday after the market closes. The expectation is for a very strong quarter, with the company likely beating both top and bottom line estimates and potentially raising its guidance.

$Roundhill Memory ETF(DRAM)$ The memory cycle continues to demonstrate strength. The ETF has gained over 150% since early April, even with the recent pullback in semis, largely due to its exposure to major memory leaders like Samsung, SK Hynix, and Micron. With AI fueling demand for HBM and advanced memory solutions, upcoming commentary from $Intel(INTC)$  and $Taiwan Semiconductor Manufacturing(TSM)$  regarding second-half memory trends might offer more insight into the next phase of the cycle. Memory remains a key area to watch within the broader AI infrastructure theme.