$Micron Technology(MU)$ The $50-ish pullback today is tough to sit through, but September 30 is still out there. If Micron puts up another solid quarter and raises or firms up forward guidance, today's drop could easily end up looking like just ordinary profit-taking. The memory and AI fundamentals are still considerably stronger than they were in previous Micron cycles. I'm holding MU for the longer term, and treating today's decline on its own as a reason to walk away from the thesis would be unfair, to say the least.

$Intel(INTC)$  The turnaround is quiet execution: 18A ramp progress, management layers cut in half to eliminate bureaucratic drag, and server CPU pricing power firming back up. It's priced for catastrophe while sitting on CHIPS Act backing and essential domestic foundry status. Asymmetric risk/reward here.

$NVIDIA(NVDA)$ $SPDR S&P 500 ETF Trust(SPY)$ $Amazon.com(AMZN)$ $Alphabet(GOOGL)$ $Micron Technology(MU)$  Oracle's blowout cloud numbers and eye-popping backlog show the AI infrastructure super-cycle is bulletproof, which points straight to strong demand for Nvidia hardware.

$SK hynix(SKHY)$ About to break $200. I need the rest of the memory names, $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ , $Micron Technology(MU)$ , and $SanDisk Corp.(SNDK)$ , to rise with it. $Roundhill Memory ETF(DRAM)$ 

$Micron Technology(MU)$ Even with a wild economic week ahead, I'm keeping my eyes on memory.

$Micron Technology(MU)$ Sort of felt like it could keep pushing higher. There aren't that many days left before earnings, and it should crush it.

$Intel(INTC)$ After the news, the algorithms immediately hit it while big money kept consolidating and accumulating. Somebody clearly knows something. Which market maker spends 20 billion dollars on a single day of FTDs based on this data? That's unreal. How is a failure to deliver of 108 million $Qualcomm(QCOM)$  shares even being allowed? Probably the most I've personally ever seen on a single day. The only thing close is IWM.

$Micron Technology(MU)$ Data center memory demand isn't slowing down anytime soon.

$Intel(INTC)$ I've been in this one since around $25, and this latest pullback looks more like a completed retest than a breakdown. If price keeps holding here, I think the next move is back toward the previous highs. The first levels I'm watching are around $102, then $115. If momentum really opens up, the larger structure still points toward the $133 area.

$Micron Technology(MU)$  There's a huge possibility it could hit 1200 by tomorrow morning.

$Micron Technology(MU)$ Nvidia got another investment of 13B, so I'm expecting some upside from here.

$Alibaba(BABA)$  Getting closer to the 3 million volume quota. Should start heading toward 113.30 soon. Watching this one closely.

$Micron Technology(MU)$ This money machine keeps paying. The big swings are enjoyable.

$Intel(INTC)$  Intel's behavior over the last few hours was admirable. If interest rates and Treasury yields weren't being manipulated again, we would have risen 5% today.

$Micron Technology(MU)$  There's a reason 80% of shares are institutionally owned. Forward PE of 6. All this crazy price action looks like an effort to shake retail out so the big players can profit on the turnaround. The company has all of 2026 memory committed to customers. Earnings should be fantastic, and 2027 looks even better. They have both long and short term contracts in place with customers to leverage their supply buildout. Management knows what it was like to be underwater in the past and the CEO won't let that happen again. I'm holding my shares and think Micron could double from current levels.

$Micron Technology(MU)$ Lots of consolidation going on, and I like seeing that. Usually it sets things up for a much bigger move higher.

$Intel(INTC)$  INTC options flow was pretty mixed today. The biggest open interest moves showed traders selling the Aug. 31, 2026 $90 calls at the bid, and the Sep. 11, 2026 $83 puts were also sold at the bid with around 97% tied to spreads. On the call side, the Aug. 31, 2026 $92 calls saw buyers stepping in at the ask. Notably, the Aug. 31, 2026 max pain level held at $90. Spot was near $89.40, down just 0.08% on the day. Looking at total GEX, it printed +28K on a strike-sum basis, but spot remained below the flip. The flip level was $104.47 based on today's flow and $90.45 based on open interest, with the heaviest strikes clustered between $85 and $100. On the options side, bearish premium led slightly at $52

$Micron Technology(MU)$  Overnight widow maker. Cover now or cover higher, shorts.

Someone just dropped $1.1 Million on the $Micron Technology(MU)$  Wednesday Exp $940 Calls!

$Intel(INTC)$ $NVIDIA(NVDA)$  is trading above the $217.06-$217.26 support zone, and the setup still looks bullish from here.