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哎哟翰叔

12 years option ALPHA hunter

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哎哟翰叔

07-02 10:32

I am setting up a Sell Call covered

$MU 20260702 1070.0 CALL$ I am setting a Sell Call, the major support and resistance battle start at this range . The stock fell sharply on July 1 during a broader semiconductor sell-off and profit-taking after its exceptional rally. The main risk is valuation: if new capacity arrives faster, AI spending slows, or customers adopt cheaper memory alternatives, Micron’s margins and pricing power could weaken. Apple’s recent device-price increases show that memory scarcity remains real, but also risk weakening consumer demand. Micron’s newest development is a long-term supply agreement with General Motors, announced July 1. Micron will provide memory and storage products for GM vehicles while both companies develop futu

I am setting up a Sell Call covered

哎哟翰叔

06-25

We at the MOON! To the Galaxy ! Micron’s blowout result is bigger than just one stock. As a key memory supplier for Nvidia’s AI processors, Micron’s strong earnings and US$22 billion in customer supply commitments confirm that AI demand is still running ahead of supply. This is also a positive demand signal for Nvidia, showing that the AI infrastructure cycle is still strong. The rally also spread to other memory and storage stocks, with SanDisk jumping more than 10%. Apple is on the opposite side of this cycle. Higher memory and storage prices mean higher production costs, forcing Apple to raise prices on some products. Micron's profit and revenue guidance beat expectations, customers have already committed US$22 billion to secure memory-chip supply, and demand is still much higher t

哎哟翰叔

06-18

Another USD 100k

$Direxion Daily MU Bull 2X Shares(MUU)$ The latest analyst revisions show a major shift in how Wall Street is valuing Micron. The market is no longer treating the company purely as a short-term memory-cycle trade. Most analysts now believe AI demand, HBM growth, tighter supply and longer customer contracts could support stronger earnings for a longer period. The strongest signal is the concentration of targets between US$1,200 and US$1,625. This suggests many analysts still see further upside, even after Micron’s sharp rally. However, the wide spread between Goldman’s US$900 target and Susquehanna’s US$1,750 target also shows that uncertainty remains high. My view is cautiously bullish. The earnings outlook appears strong, but expectations ha

Another USD 100k

哎哟翰叔

06-08

$Direxion Bull(MUU)$ I was never affected by Friday’s sell-off because my confidence in Micron was never built on one trading day. Short-term price movement does not shake me when the bigger thesis remains intact. I understand that semiconductor stocks are volatile, especially when the market reacts emotionally, but volatility is not the same as weakness. That is why I bought 600 shares. I did not buy because I wanted a quick rebound. I bought because I believe Micron is positioned in one of the most important parts of the AI infrastructure cycle: memory. Everyone talks about chips and GPUs, but AI also needs DRAM, HBM, and storage. Without memory, the AI buildout cannot scale properly.

哎哟翰叔

06-05

5days, SGD 100k PROFIT !🔥 $Marvell Technology(MRVL)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$

哎哟翰叔

05-30

$MU 20260529 1000.0 CALL$

哎哟翰叔

05-29

$Dell Technologies Inc.(DELL)$ $Micron Technology(MU)$ $Marvell Technology(MRVL)$

哎哟翰叔

05-29

$MU 20260529 1000.0 CALL$