$American Fusion Inc.(AMFN)$ Oversold. Looking to diversify $Micron Technology(MU)$ , NVDA. High dollar volume OTC. Do your own DD.

$Micron Technology(MU)$ Micron was around 1,250 just a couple of weeks ago, and since then almost all fundamentals have improved. The only thing that hasn't improved is the Hormuz/Iran situation.

$Roundhill Memory ETF(DRAM)$  $Atomera Inc(ATOM)$ Atomera's MST could find its way into memory applications. If that happens, the current memory market seems like a pretty good time to be collecting royalties. Proving better and cheaper dopant diffusion in GAA transistors was one thing, but adding 3D memories, now validated, takes it to another level. Stacked technologies are where MST also offers several key improvements. It's been a rough ride, but I think a key moment is getting close for the company and the stock.

$Seagate Technology PLC(STX)$ $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ $VanEck Semiconductor ETF(SMH)$ The market has been rough lately, but the memory cyclical trade has been running strong for the last two weeks. Weekly options have been printing quite nicely.

$Roundhill Memory ETF(DRAM)$ Nice action so far. Honestly, I'd love to see it hit 60 tonight.

$Micron Technology(MU)$ Can any early bulls explain the price target thesis for MU? Is there a realistic path to $3–5T market cap within the next 5 years? Curious what the smarter bulls out there think.

$Intel(INTC)$ More money coming in to fund more chips for AI. I'm not really worried about it, keep the offers coming.

$Roundhill Memory ETF(DRAM)$ One reason the DRAM ETF might be close to a bullish breakout is that American investors have been piling in. ETF Db data shows inflows kept coming even while the fund was still in a bear market. The fund pulled in $222 million on August 7, pushing monthly inflows past $5.72 billion. That's taken cumulative inflows to $23.79 billion, making it one of the fastest-growing funds this year. It now holds $23.8 billion in assets and sits among the most heavily traded funds on Wall Street. Another reason the DRAM ETF could bounce in the near term is that the AI buildout is speeding up. Big names in the space, Microsoft, Alphabet, Meta Platforms, and Amazon, plan to spend over $750 billion this year. Tesla and SpaceX are b

$Netlist, Inc.(NLST)$ That one's up 613% over the past year, while $Micron Technology(MU)$  is up 642% over the same stretch. I think the one with the 613% gain still has a lot more room to run from here.

$Micron Technology(MU)$ $950 today. Not too long ago there were plenty of bears calling for $600. That narrative has gone pretty quiet now.

$Netlist, Inc.(NLST)$ After the Samsung deal, it feels like the market is starting to price in that something similar with MU is probably coming soon. The DRAM side of things has to get resolved at some point, at least that's how I see it.

$Micron Technology(MU)$  1200The semiconductor sector is delivering easy momentum right now. I'm staying with the bulls, holding my long positions, and letting the trend work. This is one of the cleanest money-making environments in the market right now.

$Roundhill Memory ETF(DRAM)$  I like the way this has acted recently. I didn't catch the low, but I put another 100,000 in at 51. I wanted to see this and some others form a bit more of a safer setup first.

$Roundhill Memory ETF(DRAM)$ Has the new bottom been established at $49.60? It's good to see it holding in the 50s, and I'm happy with my position. Looking forward to seeing how the quarter wraps up, and feeling optimistic about the next one. I'll check back in before the $Micron Technology(MU)$  earnings report.

$NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $SUPER MICRO COMPUTER INC(SMCI)$ DRAM.X$Micron Technology(MU)$ Bloomberg is reporting on The Asia Trade that Nvidia is funding a platform to help customers access compute.

$Micron Technology(MU)$  That looks really nice. I'm holding long and just waiting for the payoff.

$Micron Technology(MU)$  The market seems to be waiting for CPI numbers and some kind of news, good or bad, on the Iran/Hormuz situation. Until then, it feels like we'll just trade sideways, maybe plus or minus 1 percent. Long term, Micron looks like an easy buy to me. I guess a lot of people, myself included, miss the days when Micron would jump 10 percent in a single session.

$Aquestive Therapeutics Inc.(AQST)$ Looks like Libervant is set to get full US FDA approval, with the full market launch also lined up for the same date. The product is a prescription diazepam buccal film for short-term treatment of seizure clusters in children. From where I stand, a move from $30 to $50 seems like a real possibility over time.

$Micron Technology(MU)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ SOXL sitting right on that old 61.8% Fib retracement level today doesn't look accidental. It has acted as both support and resistance for a while now, and there's a big liquidity pocket sitting around here.

$Micron Technology(MU)$ I was bearish before because the weekly chart made it pretty clear where the demand zone sat. I'm bullish now. The reset looks done, the market has made its call.