$Micron Technology(MU)$ I remember about a year ago Micron went through similar jitters over whether AI capex had peaked or was sustainable, and whether AI would deliver ROI. Micron also faced similar sharp selloffs last November and multiple times in early 2026. But each time it came through and made new highs. MU will likely do the same again and come out on top in the coming weeks.
$SPDR S&P 500 ETF Trust(SPY)$ There's usually some signal in the order flow. Friday opened with a $5B drawdown, then reversed to finish up $6B, so that's an $11B buying swing once the 750 GEX level was filled. Right at the close, a batch of multi-million dollar calls came through, which set up for a gap up.
$Micron Technology(MU)$ If investors are scared of the memory rally, they will miss the big money. There is at least 2 years left on the big money, and I am in.
$SPDR S&P 500 ETF Trust(SPY)$ Not going to lie, I would find a larger move down tonight way more bullish than some kind of move up. Either way I am going to be a net buyer of stocks tomorrow. At the index level, a real flush out, not systematic selling, is much more positive in my view. A bounce, I would probably sell into that. Some want puts on the way down, some want calls on the way up. It is just like that.
$SPDR S&P 500 ETF Trust(SPY)$ reacted strongly higher from the daily blue box, once again validating the bullish setup and allowing long positions to move into risk-free territory. As long as price stays above the recent swing low, the path of least resistance remains higher, with momentum favoring further upside extension.
$Micron Technology(MU)$ Looks like it might be ready to break out again. Still holding calls here, and also holding SKHY shares which are moving higher. It's been an easy run so far. Hopefully the streak can keep going. In the end, it's about winning more than you lose, not having a perfect win rate, which isn't realistic anyway. But you can definitely improve with the right tools. $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $SK hynix(SKHY)$ $NVIDIA(NVDA)$