To The Moon

$mu$Micron Technology(MU)$   is a high quality memory manufacturer for computers who is artificial intelligence and data centres able to benefit from capital investments in these sectors. The outlook  for micron is positive with further demand for memory in the future 

$tesla rise in share price reflects rising growth expectations with great demand forecast for tesla products and services. Tesla continues to move towards service platforms offering paid software upgrades to existing products which lock features to particular versions of software

$Tesla Motors(TSLA)$  is a large us based conglomerate with interests in electric vehicle manufacturing and other autonomous vehicular or robotic devices. Further high volatility for the share price of this stock is forecast with great uncertainty of the outcome of equity investments in tesla with no knowledge of the outcome of high capital expenditure and declining profitability of investments in robotics 

$SanDisk Corp.(SNDK)$  is a large us based semiconductor manufacturer and retailer of hardware. The recent high share price volatility reflects uncertainty of the outlook for this stock with high variability of forecasts for the value of equity. Further volatility is forecast with new high share price reflecting high profitability of operations 

1. The stock I regret not buying in h1 2026 is $NVIDIA(NVDA)$ because of the increase in capital expenditure 2. What is on my watch list for h2 2026 is $Microsoft(MSFT)$ because of increasing monetisation of artificial intelligence

Demand for $Micron Technology(MU)$  DDR memory is high with months of limited supply at very high prices. Micron is forecast to benefit from this trend with high future memory prices and contracts linked to current prices which continue to be high 

The first half of 2026 was positive overall with high volatility due to uncertainty of government policy and changes in policy by the republican goverment. yhis is expected to continue in the second half of 2026 with no further periods of stability. Expect high volatility and increases in price of $ETFS Physical Gold(GOLD.AU)$  

$Apple(AAPL)$  Fall in share price reflects reduction in forecast sales volumes due to reduced consumer demand for products. While this is occurring, the entire market is also increasing prices which results in no net change in demand. Apple's fall in share price is a mean reversion after strong growth in share price over recent history

$ETFS Physical Gold(GOLD.AU)$ is a buying opportunity 1. The decrease in price of gold is a buying opportunity with further price increases in the future 2. Higher interest rate expectations and higher inflation increase the price of gold. Falling oil prices would reduce inflation if this occurred 4. To add gold exposure $ETFS Physical Gold(GOLD.AU)$ is an investment fund which holds gold

1. $ETFS Physical Gold(GOLD.AU)$ is a long or buy 2. Gold is a buy today above 4500 3. Gold is the only safe haven for high inflation and interest rates 4. If I wanted gold exposure today I would buy $ETFS Physical Gold(GOLD.AU)$