$Micron Technology(MU)$ I went through all the major earnings from this quarter and put together a cheatsheet. The common thread across management commentary is pretty clear. The focus is shifting fast from who had the best AI exposure during 2024-2026 to who has the best memory exposure for 2026-2028. The market is likely going to have to re-rate memory, compute, and connectivity higher, because the memory shortage keeps getting worse. Some of the biggest names positioned around the memory shortage are Micron, Nvidia, Astera Labs, Credo, Marvell, Sandisk, Western Digital, and Broadcom.

$Micron Technology(MU)$ Took a $64k loss on MU calls. Still at $1.24M realized for the year though, so I'll take it on the chin. All-time high by earnings.

$Micron Technology(MU)$ Not a bad day so far, considering it has barely moved.

$Micron Technology(MU)$ The run into earnings has started, with 1,350+ possible before the report in three and a half weeks, at just 10% higher. That works out to around 100 per week.

$Micron Technology(MU)$ The latest news mentions a Motley Fool prediction that Micron stock will skyrocket after Sept. 30. I'm accumulating more MU for the long term, expecting significant rewards in the near future.

$Micron Technology(MU)$ I posted many times over the last 1.5 years that simply riding earnings growth would make really good money. Those posts started when the company earned 8.29 per share in fy 25. We're now looking at 155 to 200 this fy, but let's just use the 155. The peak PE I saw was in June 26. That was about 17. 155 per share at 17 puts the share price around 2,635. A 25 or 30 PE would be great, but I'm completely satisfied with the 17 and the 2,635 price. Possibly higher as the 155 is likely low. I'm not predicting anything. Just using earnings estimates and prior real PEs to assess what's possible.

$Robinhood(HOOD)$ Robinhood just kicked the door open. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$ 

$Micron Technology(MU)$ The longer the base, the higher in space. Mark it!

$Micron Technology(MU)$ Dell, Nvidia, and Broadcom are posting strong numbers. Micron is at the forefront of memory. Looking forward to the next several quarters for Micron.

$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ $SK hynix(SKHY)$  and $Micron Technology(MU)$  are doing their job, but $SanDisk Corp.(SNDK)$  is lagging, and I'm sure it'll eventually catch up. DRAM.

$Micron Technology(MU)$ Micron and SanDisk are basically carrying the QQQ right now.

$Micron Technology(MU)$ I keep wondering if Micron can actually get to $1,200/share by Halloween.

$Micron Technology(MU)$  It finally looks ready to move, with plenty of room to run as it wants, and only 3 more weeks until the next ER on September 30. The setup is getting interesting. Now let the chart do the talking and give it room to breathe. The casino is going to be very volatile.

$NVIDIA(NVDA)$ $Micron Technology(MU)$  $Invesco QQQ(QQQ)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Working through several fib retraces on the way up, and each one looks like fuel for the move higher.

$Micron Technology(MU)$ $NVIDIA(NVDA)$  is getting close to a key moment.

Jensen said in an interview that shorts are in serious trouble today. $NVIDIA(NVDA)$  $SPDR S&P 500 ETF Trust(SPY)$  $Micron Technology(MU)$  $NEBIUS(NBIS)$  $Invesco QQQ(QQQ)$ 

$NVIDIA(NVDA)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Advanced Micro Devices(AMD)$ The market makers have conditioned us to expect strong earnings to get sold off. That sentiment could shift after Nvidia reports. Bulls are ready to take back the AI trade.

$Micron Technology(MU)$ I really don't get why sentiment is this bearish. They are literally printing money with no end in sight. Not sure where all the negativity is coming from.

$Micron Technology(MU)$ The company has sold out production for two years in advance, yet market makers are still pushing the stock around 5% either way on any small piece of news that has nothing to do with the company's strong sales.

Expecting another green Monday. Shorts are in a tough spot. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $Micron Technology(MU)$  $NVIDIA(NVDA)$  $Tesla Motors(TSLA)$