$Micron Technology(MU)$ It feels like every company keeps talking about being short on compute these days.

$Micron Technology(MU)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ I would argue more money is leaving the market right now than coming in. Institutions are using the media to generate or emphasize certain headlines to move the market and trip algos to get the effect they want. Looking at the chart with oil futures or /CL and IWM, the correlation was striking. The volume in IWM was massive to the downside, but not the upside. The same holds true for QQQ and SPY. It sure seems like the closer we get to the elections, the more selling at the top we get. We have an administration fixated on oil while running on the claim it's too expensive. Fixa

$NVIDIA(NVDA)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ $iShares Semiconductor ETF(SOXX)$ Jensen Huang mentioned that Blackwell GPUs could remain useful for seven or eight years, and he expects Vera Rubin to have a similar lifespan.

$SpaceX(SPCX)$ Musk's A.I. push still looks like it's in its early stages. I'm long $Bloom Energy Corp(BE)$  $NVIDIA(NVDA)$  $Micron Technology(MU)$  $Intel(INTC)$  here.

$Micron Technology(MU)$  $Roundhill Memory ETF(DRAM)$ If you don't buy the stock, Micron will. Period.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ When you zoom out from 2022, the trend is clear. Every pullback in tech has been an opportunity to buy. Last week looks like it will prove the same.

$Micron Technology(MU)$  Rare to see bears getting nervous on a Sunday. Shorted? Bought puts? Both?

$Micron Technology(MU)$  $SUPER MICRO COMPUTER INC(SMCI)$ $Credo Technology Group Holding Ltd(CRDO)$ $NVIDIA(NVDA)$ Putting money into Elon Musk's vendors looks like one of the smarter moves out there. Musk's xAI, Tesla, and SpaceX should keep growing, though the valuations are already on the higher side. If Musk turns out to be right, and I don't really doubt him, I think his group of companies will be worth well over $50 trillion in twenty years, and these companies and more will follow that success.

$Micron Technology(MU)$ I like to keep adding at key levels, but not aggressively.

$Micron Technology(MU)$ Selling at a loss here is going to sting later. This looks like more of the same market manipulation, shaking out leveraged positions again. I think longs get rewarded by end of year, if not sooner.

$Micron Technology(MU)$ Ben Horowitz said Amazon CEO Andy Jassy told him the company's AI compute capacity is sold out beyond 2028, and he thinks that kind of shortage makes this fundamentally different from the dot-com bubble. He described the situation as a severe supply crunch. Horowitz said he spoke with Jassy and mentioned being out of everything through 2028, and Jassy responded that it actually extends beyond 2028, with supply possibly not becoming available again until the end of 2028 or later. Horowitz also noted that having supply in the middle of a major shortage is an advantage, and that this is very different from the internet bubble. Back then, demand wasn't there because the infrastructure had to be built first, people needed bro

$Micron Technology(MU)$ It's just rotation. Money will likely flow out of value stocks and Mag 7 into AI soon. Watch and learn.

$Micron Technology(MU)$ Oof, shorts are in trouble. Power hour. $NVIDIA(NVDA)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ 

$Intel(INTC)$ Formed a Hammer right at support and looks ready for a reversal toward 107. Worth following the price action here. A lot of stocks are near the 100 EMA, like $NEBIUS(NBIS)$  $Micron Technology(MU)$  $Marvell Technology(MRVL)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ , which should see a breather and push higher after the gap down.

$Micron Technology(MU)$ Institutions rarely show their buy and sell orders on L2 since they can hide them until the actual transaction hits Time and Sales. That said, my Fidelity L2 and Robinhood L2 ladder are both showing some large institutional buy orders sitting right below the market. If someone wants to sell into that buy wall, that's their call.

$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ Dan Ives thinks the KOSPI selloff has gone too far and sees the index getting back to around 9,000 within six to 12 months, and 35,000 by 2029. He also expects the global memory-chip shortage to last until early 2029, saying investors are underestimating how big this market is. On the China angle, he says South Korean chipmakers are still at least three years ahead of names like CXMT, and he is not buying the concerns about China's tech progress. $SK hynix(SKHY)$  $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$ 

$Micron Technology(MU)$ People forget we have a deal with ANTHZZX.P. Looking for a reversal if the numbers come in strong.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ SanDisk gets there first, then Micron $3K.

$Micron Technology(MU)$ Closed just below the 50 EMA and just below the wedge line. We'll see if it reclaims that level or breaks down. Longer term I think it's heading higher, but there could be a short-term pullback toward the 100.

A selloff isn't the same as a broken thesis. Red days test conviction. Fundamentals are what build wealth. Here is what we are holding: Record-breaking earnings and strong guidance. AI demand driving a historic memory expansion. Tight memory supply and growing customer commitments. A massive $35B share buyback authorization. Memory is becoming essential infrastructure for the AI revolution. Yes, competition exists. Yes, volatility hurts. But a falling share price doesn't automatically mean a deteriorating business. The market is trading fear. I'm watching fundamentals. Conviction isn't built on green days. It's tested on red ones. $Micron Technology(MU)$  — the story isn't over.