$Rum Group Inc(RUM)$ $Reddit(RDDT)$ Rumble is turning into the Nancy Pelosi trade of the Trump Administration. Half the Trump team personally own this stock. I don't care much for politics, but the setup looks too obvious for a 3-4x. VP JD Vance has 10% of his portfolio in Rumble. $Intel(INTC)$ 

$Roundhill Memory ETF(DRAM)$ Heck of a day. I figured they were going to shake it out, and they always do. Good day to harvest premium. Very aggressive dip buying going on. Volatility is rising, sitting at 72% with volume at 384.84k contracts, which is 106% of average. Put call ratio is 0.49. That's a pretty aggressive signal that participants expect the market to rise. It's a very odd market in dram options. It looked like institutions and big money are defending the $60 call ceiling at the Aug 21 expiry and moving their calls to 62 and 64 the next week, then to 65 and 70 after that. Hard to say before the exchange batches today's action, but it should be clearer after. My read was there's no way they were going to assign calls at 60. What t

$Rum Group Inc(RUM)$ $Meta Platforms, Inc.(META)$ $Advanced Micro Devices(AMD)$ $Webull Corp(BULL)$ $Intel(INTC)$ Bulls today with every stock I own. And I'm a bull.

$Roundhill Memory ETF(DRAM)$ Started a position. Might nibble more... memory

$Micron Technology(MU)$ This is the cheapest, most profitable and fastest growing company listed on any exchange. They are going to generate over $130 billion in free cash flow next year, have no debt, and will begin a King Kong size buyback in December. The only short thesis is posting dumb memes, no logic or fundamentals.

$Micron Technology(MU)$ Expecting a pullback soon, but I still like it long term. $Roundhill Memory ETF(DRAM)$  seems like a way to spread the risk while keeping upside exposure.

$Micron Technology(MU)$ There's one gap above and two gaps below that still need to be filled. Which one gets filled first? Every previous gap on the chart has eventually been filled.

$Roundhill Memory ETF(DRAM)$ DRAM has added intraweek options expirations. Liquidity there is getting serious now, with real money moving in.

$Roundhill Memory ETF(DRAM)$ See what happens when the Korean stock market is closed? We rise. Those penny pinchers never let it fly, but they don't have a choice today.

$Micron Technology(MU)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Feels like those bears have turned into cows now, just hearing a lot of mooing out there. Am I right? $Roundhill Memory ETF(DRAM)$ 

$Roundhill Memory ETF(DRAM)$  Technicals on the DRAM ETF are pointing to more upside near term. It's put in an inverted head-and-shoulders pattern, which is a fairly common bullish reversal setup, and it's on the verge of clearing the neckline. The ETF has also pushed above a strong pivot point on the Murrey Math Lines tool and moved past the 50-period moving average, so for now bulls look to be in control. The base case would be a continuation toward the all-time high. The main hurdle right now is the high open interest on the call side. There was heavy volume on the 60 calls Friday. We'll need to see how the Sunday evening shuffle plays out to get a sense of whether those calls are being rolled or defended. Pe

$Micron Technology(MU)$ Micron's forward PE is now just over 6. Back in February it was over twice that. Hard to see the stock as anything other than a solid bargain right now.

$Oracle(ORCL)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Micron Technology(MU)$ Even if Burry ends up being right about a collapse, by the time it actually plays out the massive crash might just bring prices back to where they are today, or even higher.

$Roundhill Memory ETF(DRAM)$  Just my opinion: based on the strength we're seeing, DRAM could hit $60 soon. If it pulls back at the open, I'll add more. Also, FROG's move was something else — straight from $86 to $95 in a single day. That kind of strength is hard to ignore. The AI momentum feels real right now.

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

$Roundhill Memory ETF(DRAM)$ I got into this one during the dip back in July, and I'm still sitting on about a 5% loss. Jumped in a bit too early, same as always. But I do think the old cyclicality might be dead, at least for now, during this AI buildout phase. The pace of development is just incredibly fast, and the demand is astronomical. If memory starts getting cheaper, it honestly feels like it could just trigger the Jevons paradox.

$Micron Technology(MU)$ 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.