$Intel(INTC)$ Interesting. But it had no problem reaching $124 in after hours trading, right?

$Micron Technology(MU)$ Took profits before earnings and bought back in during the morning drop.

$Micron Technology(MU)$ Feels like the options overhang has mostly cleared out. I'm hoping the climb can start from here.

$Atomera Inc(ATOM)$ The news is out now. The next-generation manufacturing process is scaling Moore's law for the semiconductor industry. Watching $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ , $Micron Technology(MU)$ , $Invesco QQQ(QQQ)$ , and SPY.

$Micron Technology(MU)$ Spectacular earnings again. Maybe next time even more spectacular.

$Intel(INTC)$ They just keep failing to deliver. Just making it worse for themselves.

$Intel(INTC)$ ASML explicitly called out stacked transistors and vertical circuit designs as the necessary path forward once traditional scaling hits its limit. That lines up pretty well with Intel's current roadmap, with RibbonFET and EMIB/Foveros 3D packaging. Intel is building exactly what the equipment monopoly says is required for the next decade of AI.

$Micron Technology(MU)$ Shorts are likely in for a rough ride over the next day. Ouch.

$Micron Technology(MU)$ The market is ready. Turning green across the board. All-time highs look like they're on the way. MU $1,250+, SNDK $2,000+.

$Micron Technology(MU)$ Earnings today. Can't spell MUHAHAHA without MU.

$Micron Technology(MU)$  I like MU, but I sold at 1,000. I would really like to get back in at 875.

I have a super high conviction in $QXO Inc(QXO)$  and Brad Jacobs. I've been buying $QXO Inc(QXO)$  since early 2025, my current cost basis is $13.35. I came across Tom Hayes sometime after that, maybe mid 2025. I was interested in his other picks since he liked $QXO Inc(QXO)$ , so I did some research on Tom by looking back at 5+ years of his podcast transcripts. My takeaway on him is that he's always right, it's just a matter of how long it takes. I did get a double on $Albemarle(ALB)$ , and I had only bought that after researching Tom and deciding he was right about it. I could not get conviction in

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Bears are so focused on the index that they seem to be missing what's ahead for MU.

$Oracle(ORCL)$ Wall Street knows exactly what it's doing with this ticker. This is a filthy game. Most blue-chip tech stocks are already priced through the roof. ORCL remains one of the few major AI/cloud names still getting beaten down and forced to grind near the bottom. Shake out the weak hands. Exhaust the bulls. Keep the price pinned while the story develops. Then all it takes is a few monster earnings reports, explosive cloud growth, massive backlog conversion, and more AI/data-center catalysts. The narrative changes overnight. And when Wall Street finally decides to reprice ORCL, the same stock nobody wants at the bottom could suddenly become the stock everybody chases on the way up. $200 to $300 to $400 to $500. That's the setup I'm b

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $NEBIUS(NBIS)$ $iShares Semiconductor ETF(SOXX)$ $Micron Technology(MU)$ Burry's shorts and puts are getting burned to a crisp.

$SUPER MICRO COMPUTER INC(SMCI)$ This ticker will probably follow the same path $Intel(INTC)$  took after its golden cross.

$Intel(INTC)$ Instead of naked shorting the actual stock, they'll just do it through an ETF to try to fool people. I'm not buying it. Back to 140 would be nice. I can wait all year. I'm cool with that.

$Micron Technology(MU)$ Now that we hit 1060, the big players look like they are in position right before things get going.

$Intel(INTC)$ If we don't see an all-time high by December, I'm stepping away from trading for a year.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ AI inference is going to create massive memory and storage requirements. On top of that, additional storage layers will be needed for KV caching. Know what you own.