$Roundhill Memory ETF(DRAM)$  $Roundhill Memory ETF(DRAM)$  With SK debuting on Nasdaq, this ETF could see a strong move. I'm thinking maybe $70 is in the cards.

Micron $Micron Technology(MU)$  looks like it could be one of the most undervalued names in the S&P 500 at the moment. It's rare to see a company in the index with both strong revenue growth and a low valuation. The expectation is for roughly 250% revenue growth this year, which is among the fastest rates. On a P/E basis, it still ranks as one of the cheapest. The market is still pricing in the memory cycle and commodity concerns, but Micron's multi-year HBM contracts with minimum price protections seem to offer better visibility. The risk of China flooding the market with low-cost DRAM might be overstated. TrendForce forecasts DRAM contract prices could rise up to 20% in Q3 2026, and UBS and Nomura expect DDR contract prices to increase 30

$Roundhill Memory ETF(DRAM)$ Looks like the SK Hynix ADR IPO could be a significant catalyst for other memory stocks. The recent price spike following the oversubscription news seems to confirm that. It'll be interesting to watch.

$Roundhill Memory ETF(DRAM)$  I'm holding for $150 at a minimum, even if it takes some time.

$Intel(INTC)$  I bought at $112. It'll be interesting to see if we get a move up to $115. I think we could.

$Micron Technology(MU)$ Just saw a massive weekly call order on SMCI. $10.9 million worth of $1020 calls bought at the ask, paying $63.81 per contract.

$Micron Technology(MU)$ Micron and SK Hynix look undervalued to me and could keep moving for a while.

$NVIDIA(NVDA)$ $Micron Technology(MU)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Roundhill Memory ETF(DRAM)$  $SK hynix(SKHY)$ Bloomberg is reporting that the SK Hynix US offering was more than seven times oversubscribed.

$Roundhill Memory ETF(DRAM)$ 60.55It looks like the flush might be over. I think we could see green skies ahead from here.

$Roundhill Memory ETF(DRAM)$ It feels like a coiled spring, marking the start of the next leg up toward higher highs.

$Roundhill Memory ETF(DRAM)$  SK Hynix is up 8%, Samsung up 4%. The KOSPI Index is up around 4% right now. I think that looks pretty positive for $Micron Technology(MU)$  going forward.

$Micron Technology(MU)$  Micron seems to have strong pricing power in the market.

$Roundhill Memory ETF(DRAM)$ That said, the price could still shake out a bit more. I might add another unhealthy amount if it does.

$Micron Technology(MU)$  I’m not familiar with Dean Marantis personally, but his FinX posts on Micron are pretty direct. He cuts through the noise and dismantles bear cases effectively. I share his view that some analysts oddly treat big memory profits as less legitimate, which seems strange. I’ve heard all the cyclical arguments before. Having made solid returns on this stock and in DRAM, I’ve noticed a pattern where certain commentators tend to talk investors out of these names on dips, just before they rebound strongly. That dynamic has been playing out for a while.

$Micron Technology(MU)$ It's pretty rare to see three consecutive red candles for the KOSPI all year, and I don't think there have ever been four in a row. The index is down about 22% from its all-time high. With the US market bouncing back after that morning selloff, I'm thinking the KOSPI could print a green candle and get back above the 7,500 level.

$Alibaba(BABA)$ The stock is up 11% today. Meridian flagged a North Star entry at $97, and it's now at $111 just two days later. The price bounced right off that key daily positioning shelf, showing clean support. Now it's gapping above the bearish resistance zone. The next test is whether it can hold this breakout.

$Micron Technology(MU)$ The squeeze action got pretty intense toward the end there. Honestly, it looks like a lot of shorts needed to cover. That could push it toward 1000.

$Roundhill Memory ETF(DRAM)$ I haven't seen a convincing argument that the AI buildout is slowing, that capex is cooling off, that supply has been met, or that memory is still cyclical. It feels more like some bears with inflated egos and weak constitution just posting reaction GIFs. Down days didn't scare me when $Micron Technology(MU)$  was down 30%, and they don't scare me now because I've done my own research. From where I stand, this is just the beginning. I think it could reach $100+ by the end of the year.

I just asked a hundred people on the street if they're selling their $Micron Technology(MU)$  stock, and they all said no. That suggests the selling might be coming from algorithms.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $Tradr 2X Long SNDK Daily ETF(SNXX)$ I've looked up the price action for KOSPI, 005930:KRX, and 000660:KRX on Google Finance more times than I probably ever will again. At this point, I'm putting the devices away and letting the chips—and memory—land wherever they may.