To The Moon

$Roundhill Memory ETF(DRAM)$  $Roundhill Memory ETF(DRAM)$  With SK debuting on Nasdaq, this ETF could see a strong move. I'm thinking maybe $70 is in the cards.

Micron $Micron Technology(MU)$  looks like it could be one of the most undervalued names in the S&P 500 at the moment. It's rare to see a company in the index with both strong revenue growth and a low valuation. The expectation is for roughly 250% revenue growth this year, which is among the fastest rates. On a P/E basis, it still ranks as one of the cheapest. The market is still pricing in the memory cycle and commodity concerns, but Micron's multi-year HBM contracts with minimum price protections seem to offer better visibility. The risk of China flooding the market with low-cost DRAM might be overstated. TrendForce forecasts DRAM contract prices could rise up to 20% in Q3 2026, and UBS and Nomura expect DDR contract prices to increase 30

$Roundhill Memory ETF(DRAM)$ Looks like the SK Hynix ADR IPO could be a significant catalyst for other memory stocks. The recent price spike following the oversubscription news seems to confirm that. It'll be interesting to watch.

$Roundhill Memory ETF(DRAM)$  I'm holding for $150 at a minimum, even if it takes some time.

$Intel(INTC)$  I bought at $112. It'll be interesting to see if we get a move up to $115. I think we could.

$Micron Technology(MU)$ Just saw a massive weekly call order on SMCI. $10.9 million worth of $1020 calls bought at the ask, paying $63.81 per contract.

$Micron Technology(MU)$ Micron and SK Hynix look undervalued to me and could keep moving for a while.

$NVIDIA(NVDA)$ $Micron Technology(MU)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Roundhill Memory ETF(DRAM)$  $SK hynix(SKHY)$ Bloomberg is reporting that the SK Hynix US offering was more than seven times oversubscribed.

$Roundhill Memory ETF(DRAM)$ 60.55It looks like the flush might be over. I think we could see green skies ahead from here.

$Roundhill Memory ETF(DRAM)$ It feels like a coiled spring, marking the start of the next leg up toward higher highs.