To The Moon

Just a note on $Micron Technology(MU)$  and MUU. The idea is to keep things steady and avoid large moves in low liquidity. Buying in smaller portions and scaling in makes more sense than building walls. Selling should also be staggered in smaller sizes going up. The goal is to avoid creating wicks or gaps that would force a retrace and derail the setup. Pullback levels on the 1-hour or 4-hour chart are worth keeping an eye on, especially for anyone using leverage. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

$Intel(INTC)$ If the ceasefire takes hold and the manipulation eases up for a few days, this thing could rip and we might see $150 by end of week.

Looking at some of the projected revenue ramps tied to the AI buildout over the next 3 years. $Micron Technology(MU)$  from roughly $90B to $260B, $Broadcom(AVGO)$  from $75B to $230B, $Advanced Micro Devices(AMD)$  from $40B to $110B, and $CoreWeave, Inc.(CRWV)$  from $6B to $40B.

$NEBIUS(NBIS)$ $NVIDIA(NVDA)$ $Micron Technology(MU)$ $Intel(INTC)$ AI infrastructure spending is clearly a consensus among the hyperscalers and the Mag 7 at this point. A lot of that investment is being driven by the ongoing shift in data storage, distribution, and cloud services. These aren't speculative bets; they feel like well-informed business decisions. I have a hard time believing a multi-trillion-dollar industry is going to get this completely wrong. The idea that a narrative shift around AI modeling, like Kimi K3, is going to derail the entire AI infrastructure story just doesn't hold up to me

$Roundhill Memory ETF(DRAM)$ I'll either hate myself in a few months or be pretty happy about it. Either way, I doubled up here for about 10% of my entire portfolio. I expect a run up into the Samsung and SK earnings reports. I also expect them to continue the trend of beating and giving massive future guidance.

$Intel(INTC)$ That's a pretty bullish statement on computers and GPUs. It should be a positive for MU and SNDK.

$Roundhill Memory ETF(DRAM)$  It's not like we're buying at the top around 70-80, lol. MACD is starting to curl up... would be nice to see a W shape form here.

$Roundhill Memory ETF(DRAM)$ I've been in both, but $Tema Memory ETF(DISK)$  is clearly outperforming.

$Alphabet(GOOGL)$ That was an insanely bullish take. It's hard to listen to commentary like that and still think any sort of AI crash is on the horizon. AI capex is still increasing every quarter. $Roundhill Memory ETF(DRAM)$ 

$Roundhill Memory ETF(DRAM)$ After what Google had to say, it feels more like an incredible opportunity now. From where I stand, I'm adding to my position. I'm also buying more NBIS.