To The Moon

$Micron Technology(MU)$ The perma-bears and click-driven content creators just keep moving the goalposts to keep their story going. First, back in 2023, it was "AI is all hype, these companies aren't going to make any real money from it." Then, through 2024 and into 2025, it shifted to "Okay, they are making billions of dollars right now, but it's just a temporary spike in data center spending." Now, in 2026, the latest version is "Okay, they are growing at 35% this year, but what about next year? If it drops to 25%, the entire world financial system collapses!"

$SPDR S&P 500 ETF Trust(SPY)$  With a couple of hours left in the session, there aren't any major negative catalysts out there. The worst case I see is around 747.

$SPDR S&P 500 ETF Trust(SPY)$  Closed the day in the green on my 0DTE challenge. Made two trades, each with a position size of $650. Current account balance is $1,529.74, starting from $1,000. The trades were puts at 746.5 and later near 747.2. I've been testing a signal indicator I built over the past few weeks, and the results so far look promising. After two wins, the key is staying disciplined and avoiding overtrading. It's about waiting for quality setups, not forcing action. Watch the setup, wait for confirmation.

$Hitek Global(HKIT)$ The borrow rate looks quite high here, so there could be a significant move if it breaks above $4.60. $SPDR S&P 500 ETF Trust(SPY)$ 

$VanEck Gold Miners ETF(GDX)$ $SPDR Gold ETF(GLD)$ $iShares Silver Trust(SLV)$ $Coeur Mining(CDE)$ $SPDR S&P 500 ETF Trust(SPY)$ The charts look bullish to me. There are positive signals like bullish MACD crossovers on both, positive divergence, and oversold conditions. It looks like a major bottom might be forming here. I think there's a chance these could run hard again soon.

$Amazon.com(AMZN)$ $SPDR S&P 500 ETF Trust(SPY)$  Amazon relative strength, I'll take it.

Some stocks I'm keeping an eye on for July: $NVIDIA(NVDA)$  - 203 → 480 $Broadcom(AVGO)$  - 371 → 680 $Advanced Micro Devices(AMD)$  - 496 → 720 $Taiwan Semiconductor Manufacturing(TSM)$  - 405 → 710 $Micron Technology(MU)$  - 849 → 1,500 I sometimes get asked why I don't charge for this kind of content, but for me, it's just a personal interest. I share it freely. Another update will be posted before long.

There are September rate hikes, war, and shipping blockages on top of more blockages. It feels like $SPDR S&P 500 ETF Trust(SPY)$  could be back to 725 before long.

$Micron Technology(MU)$ The Nasdaq is up just a touch, 0.1%, but the significance is that there's no more selling. Micron could hit $1250 this week, with earnings from Tesla and Google on Thursday.

$Micron Technology(MU)$  Let's consider the most extreme bear case for a moment. Suppose the AI market collapses, despite what IBM, ASML, and TSMC are saying. Suppose Micron's demand falls back to bear market levels, and it only earns $10 per share. Give that a 20x multiple for a bear case. Add to that, Micron has visibility on earnings through the end of 2027, and let's assume zero new orders—that could be about $300 per share in profit. Include take-or-pay contracts worth another $100 per share, and it amounts to a $600 share price in this worst-of-the-worst scenario, ignoring all AI spending reports, shortage reports, and reports of software company prices crashing. Let's also assign no value to Chinese compani