To The Moon

$Micron Technology(MU)$  The market is looking strong recently, with futures up 75 points. There's a chance it opens 50+ higher. It feels like we could be back to 1000 soon.

$Micron Technology(MU)$ I'm getting a sense there could be some significant moves this week. It feels like the momentum is shifting, and I'm personally leaning bullish. There's a certain energy in the air.

$Micron Technology(MU)$  CXMT, the China-based DRAM maker that just IPO'd, really doesn't pose a competitive threat to Micron. They're focused on basic DRAM and are targeting HBM3 by December, which is already an outdated generation not used for AI. The hyperscalers are moving to HBM4, which is produced by Micron and SK Hynix.

$Micron Technology(MU)$ These didn't change during the recent pullback. I'm looking for raised guidance before the September conference call for Micron.

$Micron Technology(MU)$ Well, the AI-powered algorithms that are shorting the stock to extreme levels are only going to need more RAM going forward.

$Micron Technology(MU)$ I still think there's upside potential here. Honestly, this stock has been a tough one for me on multiple occasions. That said, I wouldn't be surprised if it heads back toward 1100 again.

$Micron Technology(MU)$ I'm holding until it hits $2K. Honestly, I'd rather not think about today's action, which is a bit ironic given how much I have invested in the memory sector.

$Micron Technology(MU)$ Looking at the free cash flow picture, this recent drop seems more like noise to me. The memory shortage situation is likely to intensify through 2027.

$SK hynix(SKHY)$ $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ The market still seems to be pricing these memory stocks as if they're just a commodity, but the hyperscalers are actually increasing their capex, not slowing down. The growth is in the triple digits.

Looking at market history, even the strongest winners don't usually go up in a straight line. Take $NVIDIA(NVDA)$ , for example. It had quite a few major pullbacks before it became one of the big AI winners we see now. Those dips created fear, but long-term investors who understood the underlying story stayed put. A similar conversation is happening around $Micron Technology(MU)$  now. Volatility is just part of the semiconductor cycle. The long-term opportunity, to me, really comes down to AI demand, memory growth, and how well the company executes. Often, the biggest winners will test your conviction before they make their most significant moves. The point isn't to avoid every single pullback—it