To The Moon

I see a lot of folks aren't on the same page as me when it comes to $Applied Optoelectronics(AAOI)$ , $Silver Verde May Mining Co., Inc.(SIVE)$ , $Micron Technology(MU)$ , and other AI-related names. The market sentiment seems split into two camps right now. On one side, there's extreme optimism for a rapid V-shaped recovery back to previous highs. On the other, there's a belief that the AI bubble is on the verge of popping. From my perspective, it feels more like we're heading into a period of consolidation and accumulation. Before the next significant leg up, the market might need some time to establish a more solid foundation. I realize many funda

$NVIDIA(NVDA)$ $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$ Looking at the next two fiscal years' earnings and free cash flow projections, I used the low, mean, and high estimates to rank and score for overall "Value." These three names are by far the best value plays in the AI hardware space.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ If you didn't know how $Micron Technology(MU)$  has performed this year and just looked at the current fundamentals—including recent earnings and forward guidance—it would look like a buy every single time.

Looks like it's bouncing from the second target and just printed a bullish engulfing candle. This is the exact scenario I was watching: support holding, buyers stepping in, and price starting to push toward the next resistance levels. The key now is whether $Micron Technology(MU)$  can follow through with volume and continue reclaiming important levels. A single candle doesn't confirm a trend, but the reaction at support is worth watching. The sequence is target two, then a bounce, and a potential move toward more targets. What do you think? Does that line up with your view?

$Micron Technology(MU)$ Bank of America is raising its hyperscaler capital expenditure spending forecast. They estimate 55% to 60% of that goes to AI servers and GPUs, which should benefit names like $NVIDIA(NVDA)$ , $Broadcom(AVGO)$ , $Dell Technologies Inc.(DELL)$ , $Celestica(CLS)$ , and MU. From where I stand, it feels like the party isn't over yet—the music is still playing.

$Micron Technology(MU)$ If the market turns green again, I think this could reach 1,000.

The setup for $Roundhill Memory ETF(DRAM)$  / $SK hynix(SKHY)$  is driven by a structural supply narrative that's getting more attention from traders. The core idea is that DRAM pricing is in a prolonged upcycle due to persistent undersupply, with expectations for strong pricing power to last for the next couple of years. If the projected trend holds, each quarter could keep setting new highs for revenue. Some forward-looking models point to significant scale expansion by later-cycle periods, like Q4 2027. At that stage, estimates suggest potential revenue in the hundreds of billions per quarter range with unusually high margins. That's why sentiment around $

The memory cycle is looking quite extreme on the margin side. Q2 estimates point to around 91% DRAM gross margins, which really shows how tight supply conditions are in this AI-driven storage cycle. With the upcoming Nasdaq listing under $SK hynix(SKHY)$ , it provides a more direct access point for investors to the global memory trade, alongside existing exposure through MU. The key point isn't just the listing, but the timing—it's happening while DRAM pricing power is accelerating and AI infrastructure demand is still expanding. Memory is no longer a lagging segment in semis; it's becoming a core leverage point in the AI stack.

It seems like there's a lot of interest in $SanDisk Corp.(SNDK)$ , $Micron Technology(MU)$ , $SK hynix(SKHY)$ , and SSNLF. The sentiment around them appears to be quite positive.

$Advanced Micro Devices(AMD)$ $Intel(INTC)$  $Micron Technology(MU)$  $Qualcomm(QCOM)$  $Oracle(ORCL)$