$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $NVIDIA(NVDA)$ $Marvell Technology(MRVL)$ We're getting TSMC's sales update for June.

$Micron Technology(MU)$ I've mentioned this before, but $NEBIUS(NBIS)$  looks like it could emerge as a significant AI infrastructure growth story, similar to the recent moves in MU. The company reported over 684% year-over-year revenue growth, has a backlog of roughly $50B for 2027-2031, and holds around $10B in cash, which has drawn interest from growth-focused investors. With demand for AI compute and infrastructure still rising, NBIS is in a market with solid long-term tailwinds. From a technical perspective, some are watching for a potential Wave 5 completion, which could lead to more upside if the current momentum holds. As the AI infrastructure cycle plays out,

$Micron Technology(MU)$  It should be at 1250 and heading higher.

$Micron Technology(MU)$ I was thinking about how SK Hynix's potential Nasdaq listing could impact Micron. It's often about the broader theme—investors tend to look at the whole "AI memory" sector rather than just one stock. If SK Hynix lists with a high valuation, it could set a new benchmark for what an HBM company is worth. That might lead analysts to re-evaluate and potentially raise price targets for Micron to align with that new sector valuation. It's a classic sector re-rating scenario. On a related note, Samsung is scheduled to report its Q2 2026 earnings around July 22 or 23 (KST), with preliminary guidance expected on July 7.

Bank of America is expressing high conviction that structural data demand—driven by cloud uploads, AI training and inference, and "physical AI"—will fuel an exabyte growth rate greater than 25% over the next three to five years. $Micron Technology(MU)$  $Roundhill Memory ETF(DRAM)$  $SanDisk Corp.(SNDK)$  $iShares MSCI South Korea ETF(EWY)$  $iShares Semiconductor ETF(SOXX)$ 

Bank of America's latest note on memory mentions demand is broadening across HBM, LPDDR5, eSSD, and SOCAMM, with supply remaining disciplined and potential shortage risks extending into 2027. The bearish arguments around META's capex and CXMT-in-AAPL seem like noise from this perspective. $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$  $Roundhill Memory ETF(DRAM)$  $iShares MSCI South Korea ETF(EWY)$  $Taiwan Semiconductor Manufacturing(TSM)$ 

$Micron Technology(MU)$  What's really striking here goes beyond the stock move itself. It's the sheer scale of the repricing in the forward revenue expectations. If you look back at August 2025, consensus models were pointing to around $50 billion in revenue for 2027. Now, as of June 2026, that figure has been revised up to about $235 billion for the same year. That's not a minor tweak; it's a fundamental reset in how the market is valuing memory demand driven by AI infrastructure, data centers, and overall storage needs. When you see estimates shift this dramatically, the price reaction tends to follow in cycles rather than a straight line.

$Advanced Micro Devices(AMD)$ We're about four weeks out from the next round of earnings. I think there's a good chance we'll beat analyst expectations again and put up a better report than last quarter in August. $Intel(INTC)$  $Micron Technology(MU)$  $NVIDIA(NVDA)$  $Qualcomm(QCOM)$ 

The first half of the year is officially closed, and the leadership board is heavily concentrated in AI and storage cycle winners. $SanDisk Corp.(SNDK)$  +857% - Sandisk $Micron Technology(MU)$  +303% - Micron $Intel(INTC)$  +278% - Intel $Western Digital(WDC)$  +271% - Western Digital $Seagate Technology PLC(STX)$  +250% - Seagate This is a textbook semiconductor and memory supercycle rotation. The strongest performance isn't random - it's clustered around storage demand, AI infrastructure buildout, and capex expansion. When leadership looks this concentrat

The new ETF $Tema Memory ETF(DISK)$  just launched, a pure play on the AI memory bottleneck. HBM, DRAM, NAND, storage—all sitting in the tightest part of the AI stack right now. Demand from training and inference is running ahead of supply. The basket includes $Micron Technology(MU)$ , Samsung, SK Hynix on DRAM, $SanDisk Corp.(SNDK)$  and Kioxia on NAND, plus $Western Digital(WDC)$  and $Seagate Technology PLC(STX)$  on storage. Timing matters here. The memory cycle is already tightening and pricing is improving. $Micron

$Micron Technology(MU)$ Really surprised by how it's trading today... feels a bit weird. I really thought the FOMO would kick in at some point. Nope. Just steady and calm, I guess. Maybe around 12:30 or so, the FOMO will start to pick up.

Over $80 million worth of calls have been bought on $Micron Technology(MU)$  since the morning, with the price now turning positive, up 0.7%. At the open, this stock was down over 8.9%.

A former SK Hynix employee noted that Nvidia upgrades its GPUs very aggressively, and HBM has to advance at the same pace. I want to make clear that the argument for the big three being replaced by cheaper memory is one of the most flawed out there. Look at Samsung, SK Hynix, and Micron themselves. They constantly have to improve to keep up with higher complexity and demand, for example, to maintain compatibility with Nvidia's future products. What makes anyone think that another company can just randomly pivot to memory and outperform their products in such a short time? It's not just that CXMT can't make a real dent in memory supply and demand. Even domestically, no company can pivot to memory at this point to give Micron any real turbulence. I think people are just having a hard time gr

$SanDisk Corp.(SNDK)$ Almost every one of my close colleagues, and most of the people around me, are invested in memory stocks. Most of them are in Sandisk and/or Micron. These are by far the most popular stocks.

$Micron Technology(MU)$ Micron just became the most traded stock in the U.S., and that volume spike is telling. From a trading desk perspective, this is pure flow dominance. Number one most traded in the U.S. Volume spike across all sessions. Heavy options and equity activity. AI memory theme driving attention. When a stock leads all flow like this, it's usually at the center of multiple narratives at once.

$Micron Technology(MU)$  Micron is starting to look like it could out-earn some of the Mag 6 names next quarter, and that's a significant shift in narrative. From a trading perspective, this is earnings power moving upstream. Strong forward earnings momentum AI + memory tightness driving growth Relative strength vs mega-cap tech Cycle turning into leadership When a cyclical name starts competing with mega caps on earnings, the market has to re-think where growth is actually coming from.

It looks like the geopolitical and inflation concerns are being priced in. $Micron Technology(MU)$  (Micron) could become the new $SPDR Gold ETF(GLD)$ , the new BTC.X, ETH.X—memory is now both a hedge and a source of alpha. Whether it's inflation or geopolitical issues, $Micron Technology(MU)$  will make money. It's not a commodity anymore; it's the bottleneck now. Just like $NVIDIA(NVDA)$  stopped being a pure mining play or a gaming stock and became the god of AI. We all know intelligence requires memory, and now that paradigm has shifted to AI silicon intelligence. Memory equals intelligence. As in biol

$Micron Technology(MU)$ Multi-year contracts with guarantees. That never happened in the old days. AI changes that. $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ 

$Micron Technology(MU)$  I'm expecting a 10% jump after earnings, another 10% tomorrow, and then $1300 by Friday. Can the next ER be premarket? Time is moving so slow today.

$Micron Technology(MU)$ Grok recommended Micron to me at $80, and it's still his top pick among the 20 Nasdaq stocks I've narrowed it down to.