To The Moon

$Tesla Motors(TSLA)$ 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.

$Micron Technology(MU)$  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.