To The Moon

$Micron Technology(MU)$  Micron announced Micron Research Labs, a planned $10 billion investment over the next decade focused on advanced memory, HBM, packaging, and AI-era computing. That reinforces the long-term AI-memory thesis. The stock recovered from an intraday low, which to me suggests buyers were willing to defend it after the recent selloff.

$NVIDIA(NVDA)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Micron Technology(MU)$ $Tesla Motors(TSLA)$ Trump and his golf buddies bought the dip. Now he'll lie and say the tariffs are going to pause. He'll say they've spoken to Iran, and Iran made the smart move and decided to listen. Then the market will shoot up tomorrow and Monday. Trump and his boys will sell by Tuesday. Then repeat. So easy.

$Micron Technology(MU)$  I'll stand by this regardless of the outcome: MU hits a new all-time high next week.

$Micron Technology(MU)$ The current pullback doesn't necessarily cancel the long term thesis. MU dropped roughly 7% today after yesterday's rally. Today's decline looks more tied to broad semiconductor/AI-stock profit-taking than to any deterioration in Micron's reported fundamentals. From past drill, $1K will be back on the table.

$SK hynix(SKHY)$ $Micron Technology(MU)$ Watching the 50% Fib retracement level on SKHY. Looking for stops.

$Micron Technology(MU)$ Call volume is running extra high into NVIDIA earnings, but memory stocks are selling off, which doesn't quite add up. What would make sense is that banks upgraded memory stocks yesterday just to pull the rug on those buyers today and accumulate at cheaper prices. $NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$  $VanEck Semiconductor ETF(SMH)$  $SanDisk Corp.(SNDK)$ 

$Micron Technology(MU)$ Price action showed AI memory demand is still the dominant, very bullish story. Micron, SanDisk, and other memory names all rallied. Investors likely continued pricing in strong AI infrastructure spending. The China-memory angle adds another catalyst. Reports that the U.S. administration is discouraging Apple from sourcing memory chips from Chinese suppliers could reduce competitive pressure on Micron. It all looks like a win-win for Micron. For the bullish case, I'm hoping and thinking around $1060 - $1090.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ Stocks look cheap right now. I think the S&P could hit 10,000 by Christmas.

AAPL is reportedly testing Chinese-made CXMT memory chips across iPhones and MacBooks, which is another interesting development. The AI-driven memory crunch is pushing even major companies to broaden their supplier base and look for additional sources of memory. This is exactly why I've been increasing my exposure to the memory theme through DRAM.X ETF and watching names like Micron $Micron Technology(MU)$ , SanDisk $SanDisk Corp.(SNDK)$ , SK Hynix $SK hynix(SKHY)$ , and the broader memory supply chain. My thesis isn't simply that AI needs more GPUs. AI is creating enormous demand for HBM, DRAM, storage, and memory bandwidth, and that demand is sprea

Checking a few names on the tape today. $Broadcom(AVGO)$  is breaking out of a flag on both the daily and weekly charts. There's a gap to fill up to $472. I'm watching for calls above $430 for a move toward $450 and higher. The company looks set to benefit from restrictions on Chinese AI and data centers. $Micron Technology(MU)$  is holding below trendline resistance on the daily. I'm looking for calls above $930 for a breakout move toward $950 and $100. The stock looks strong and might be breaking out of this consolidation soon. Seeing multiple call flows coming in as well. $IBM(IBM)$  is bouncing off the $200 support zone and moving into the gap tow