To The Moon

$Micron Technology(MU)$ A few people on this board have made close to a million bucks in 18 months or less. They hardly ever show up for the daily guessing or predictions. No TA or anything like that was needed. It was simply noticing MU coming off its usual feast-and-famine cycle with a new product. Then as the gains piled up, adding a bit and ignoring the spam and the frequent undocumented crisis headlines. A once-in-a-lifetime rocket. Even now MU is in its strongest competitive position ever with no obstacles in sight. Owning this for 48 hours does not make you a long-term investor. Try holding for a few months.

$Micron Technology(MU)$ If I had to estimate where we are: Right now, AI feels roughly where the internet was around 1995–2000. Most people know it exists, but we're still building the infrastructure. In 5 years, AI assistants and specialized agents become routine in offices, software development, customer service, healthcare administration, and many industrial workflows. In 10 years, AI is woven into nearly every major business process, and humanoid or specialized robots begin to have meaningful roles in logistics, manufacturing, and some service industries. In 20 years, assuming progress continues, AI could become as fundamental to the global economy as electricity or the internet. Most people won't think of themselves as "using AI" any more

$Micron Technology(MU)$ Buy and hold. That's really all there is to it. Everything, and I mean everything, is going to need chips going forward. Grocery stores, lawnmowers, fast food restaurants, automobiles, appliances. The possibilities are truly endless. I'm just buying these dips and plan to check back in 5 years.

$Tesla Motors(TSLA)$ Terafab, a joint venture with Tesla, is building a massive semiconductor fabrication facility near Giga Austin. The $20–$25B plans involve producing between 100 and 200 billion AI and memory chips. They're also developing next-generation AI processors, AI5 and AI6, along with onboard memory for autonomous robots. This could be a significant development for the sector.

$Micron Technology(MU)$  Do these shorts really think they're scaring anyone away from what might be the best investment in years? That seems a bit crazy. The earnings were insane, and Micron is planning a buyback, which is even better. It seems pretty unwise to short here—better to just take their money.

Google's AI infrastructure spending is massive. They had $45B in CapEx this quarter, bringing year-to-date spending to around $132B, which is up about 100%. This is a significant signal for the AI supply chain. Google isn't slowing down, which suggests demand for AI compute is still outpacing current capacity. Some companies that could be impacted include $Micron Technology(MU)$ , $NEBIUS(NBIS)$ , $Applied Optoelectronics(AAOI)$ , $Lumentum(LITE)$ , and CRDO. Management's guidance points to $180B–$190B in CapEx for 2026, with spending expected to increase again in 2027. The AI buildout continues to acce

$SanDisk Corp.(SNDK)$ $Alphabet(GOOGL)$  is diluting shareholders to pay for more compute. According to the filing, the proceeds are to be used for general corporate purposes, including capital expenditures to scale AI infrastructure and global compute. $Micron Technology(MU)$  $SK hynix(SKHY)$ 

$Micron Technology(MU)$ I'm waiting on a check for over $70,000 from a company for security work. If that check had come through, I would have put a five-figure amount into leveraged Micron instead of the smaller buys I made. I'm long MU.

$Micron Technology(MU)$  Micron Technology is moving up. It feels like Wall Street is manipulating the market again. Suddenly, all the fears about capex, inflation, and the memory cycle have disappeared. At least for now, or maybe until next week.

$Micron Technology(MU)$ Once the buyback restriction is lifted, I think we could see the price move above $2,000.