$Micron Technology(MU)$ Korean market looks like it could turn into a buying frenzy when it opens later tonight. Kospi should be up, and MU could open over 900 tomorrow. The sell-off driven by fear mongering seems to have settled, and some reassurance is back in the market. AMD reports next week as well, and the momentum FOMO heading into those earnings is worth watching.

$Micron Technology(MU)$  I'm down from my high with MU, roughly back to where I was between the Q2 earnings report on 3/18 and 4/1/26. Volatility happens. This will come back too. If you don't capitulate and sell, and it climbs back from a temporary low, you don't get left at the station — you climb back with the stock price. Hard to stay convinced of that when staring at a down stock and paper losses, but if the fundamentals are solid, the future looks solid, and the stock is in your opinion underpriced (as most would agree it is now), things should come out OK. Hard not to want to get off when the ride is moving this fast up and down, though. Can't be emotional about it if you want to win. Do your homework and h

$Micron Technology(MU)$ I'm personally adding as much as I can here, and I'll keep doing it. I could be wrong, but I might be right too. Time will tell.

$Arteris, Inc.(AIP)$ $Penguin Solutions, Inc.(PENG)$ $Marvell Technology(MRVL)$ $NVIDIA(NVDA)$ $Micron Technology(MU)$ Tomorrow's setup doesn't look great from here. Honestly, it feels like hoping for a miracle at this point. Not really in the mood for another round of losses.

$SK hynix(SKHY)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ More than Trump, Warsh really needs the US to stay ahead in the AI race. And if the president can also profit along the way, even better. At this point, it feels like a done deal. They are not going to let this fall apart.

$NVIDIA(NVDA)$ MU dip buyers finally stepping in after intense downside pressure. NVDA holding strong intraday in the $195.44–$208.75 demand zone, while MU defends the $854.79–$935.00 level. Institutional order flow is absorbing liquidity at key lows as smart money positions for the next bounce. Following the market and sharing charts, trading notes, and ideas I'm watching.

$ServiceNow(NOW)$ From being down 25k to back in the green. Short term price target 120-140+. $Micron Technology(MU)$  $NVIDIA(NVDA)$  $Intel(INTC)$ 

$Micron Technology(MU)$ I still see this as the easiest buy in the market right now, at least from where I stand. Just run the numbers yourself.

$Micron Technology(MU)$ Based on the numbers I'm looking at, with an EPS of 125 and a 13.5 P/E ratio, MU would be priced around 1,687.50 by its earnings report. Earnings are still some time away, and to get near that level, the stock would need to put in a sustained move. The price has shown the ability to move 100 in a single session before, so it's not out of the question.

$SK hynix(SKHY)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ DRAM.X$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ Hoping for a monster week. The deals that came out of the AI conference could give memory a boost.

$NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Micron Technology(MU)$ $Advanced Micro Devices(AMD)$ $Intel(INTC)$ If the market doesn't react positively to this, I'm not sure what more it wants to see from the hardware side. Margins are improving, revenue is growing, and backlogs stretch for days — even from the weaker segments. Sure, the party will eventually stop, but it doesn't feel like that moment is now.

$Micron Technology(MU)$ It's back above a $1T market cap, which really underscores the strength in the AI memory cycle. The market is clearly pricing in strong demand for HBM and advanced memory solutions as AI infrastructure spending keeps growing. From here, the focus will be on whether Micron can sustain its earnings momentum, improve margins, and translate this AI demand into long-term cash flow growth.

$Micron Technology(MU)$  They have a gross margin of 85% - it's pretty incredible. The main limitation on cutting prices to drive even more revenue is their production capacity for memory chips. Once the additional production lines come online, they could potentially lower prices while still significantly increasing revenue. The stock could reach $3,000 by that point.

$Intel(INTC)$ A reminder of why Intel might reach around $300 a share this year. I think the company's quarterly EPS could hit $1 per share sometime in Q2 or Q3. That would put the annual run rate at around $4. Then, applying a growth multiple in the 70-80x range could suggest a share price between $280 and $320, roughly a $1.5 trillion valuation. To me, Intel is a unique play: a turnaround story, tied to national security, and an AI capacity hedge. It's in a class of its own and shouldn't be compared directly to $Micron Technology(MU)$  or SNDK. If you aren't positioned to wait for that potential $1 quarterly EPS milestone, you might be looking at it the wrong way.

$Micron Technology(MU)$ All the money is flowing into memory. It feels like the new "gold" in the AI era.

$Micron Technology(MU)$ Samsung shares are up 5% in the Korean market.

$SharonAI Holdings Inc.(SHAZ)$ $Micron Technology(MU)$ $NEBIUS(NBIS)$ $SIVERS SEMICONDUCTORS AB(SIVEF)$ I'm adding to my position here. To me, it looks like we could see a bounce soon.

I see a lot of folks aren't on the same page as me when it comes to $Applied Optoelectronics(AAOI)$ , $Silver Verde May Mining Co., Inc.(SIVE)$ , $Micron Technology(MU)$ , and other AI-related names. The market sentiment seems split into two camps right now. On one side, there's extreme optimism for a rapid V-shaped recovery back to previous highs. On the other, there's a belief that the AI bubble is on the verge of popping. From my perspective, it feels more like we're heading into a period of consolidation and accumulation. Before the next significant leg up, the market might need some time to establish a more solid foundation. I realize many funda

$NVIDIA(NVDA)$ $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$ Looking at the next two fiscal years' earnings and free cash flow projections, I used the low, mean, and high estimates to rank and score for overall "Value." These three names are by far the best value plays in the AI hardware space.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ If you didn't know how $Micron Technology(MU)$  has performed this year and just looked at the current fundamentals—including recent earnings and forward guidance—it would look like a buy every single time.