$Micron Technology(MU)$ Right at the 50-day moving average, the key thing is whether it can close above that level rather than seeing a derisking move by the end of the session. IV expansion in the options market is likely as we move toward earnings. The $SanDisk Corp.(SNDK)$  investor event came across as quite bullish when looking out to FY27, with a tighter market backdrop. Both names are attempting to break out here. Continuation is what matters. We are close to what could be the next rally.

$Micron Technology(MU)$ I'm not backing away from Micron. I'd rather crash and burn than sell. About two-thirds of my new car fund is in this at around $90, and I'm looking to exit at 1.5x to 2x within a year from now.

$SPDR S&P 500 ETF Trust(SPY)$ I call $Meta Platforms, Inc.(META)$ 's drop the "Switching Lanes In The Checkout Line" price action. Looks like some hedge fund needs cash to chase the AI move today, buying names like $SpaceX(SPCX)$ , $Micron Technology(MU)$ , or MSCI. They jump out and need liquidity, so as always, those become buying opportunities. Impatience from the Wall Street fast money crowd can make you a lot of money if you're able to wait. Patience is a trading skill.

$Roundhill Memory ETF(DRAM)$ Anyone have a thoughtful take on $Micron Technology(MU)$ , $SanDisk Corp.(SNDK)$ , and $SK hynix(SKHY)$ ? I get the sense we might just be consolidating before another leg higher.

$Micron Technology(MU)$  What looked like a head and shoulders pattern turned into one of the biggest bear traps I can remember.

Over $1T was wiped out from AI names, but the fundamentals underneath are telling a different story. $Micron Technology(MU)$  got crushed 13% in one session, yet DRAM prices kept rising and HBM demand remains strong. $Alphabet(GOOGL)$  raised 2026 capex while AI spending keeps accelerating. $Meta Platforms, Inc.(META)$  kept building despite the selloff. $NEBIUS(NBIS)$  fell from $300 to $148, while multi-year contracts pushed backlog past $40B. $IREN Ltd(IREN)$  dropped 40%, but its $9.7B MSFT deal kept moving forward. The AI buildout didn't stop. The pa

$Apple(AAPL)$ Apple is reportedly testing CXMT memory for future iPhones and MacBooks, but there is a major catch. U.S. restrictions reportedly prevent Apple from placing customized chip orders with CXMT, and CXMT's 2026 capacity is already fully booked. Even more interesting, CXMT pricing is reportedly approaching or even exceeding levels from major players like MU, SK Hynix, and Samsung. That raises a bigger question: if supply is already tight and pricing remains elevated, how much room is there for Apple to diversify its memory sourcing? It also gives the bears another angle to attack the memory thesis. But if Apple is actively exploring alternative suppliers, that may simply highlight how strategically important memory has become. Tight

$Micron Technology(MU)$ The HBM story looks bigger than most people realize. Every time the market talks about ASIC growth, it is worth remembering one thing: it also means massive HBM demand. Each new generation requires more memory capacity. HBM already consumes roughly 3x the wafers per bit, and increasingly taller stacks only push demand higher. The market may still be underestimating the memory cycle that could unfold over the next several years. The coming 2027 ASIC expansion could become one of the biggest memory demand drivers yet. Patience matters — the real memory boom may still be ahead.

$Micron Technology(MU)$ $SK hynix(SKHY)$ DRAM.XEvery time the market talks about ASIC growth, the other side of the equation tends to get overlooked: HBM. More AI accelerators mean more demand for HBM. Each new generation increases cube counts, and HBM already requires significantly more wafers per bit compared to traditional memory. Higher stacks just amplify the pressure on supply. The market is still underestimating how big this memory cycle could become over the next 5 years. The 2027 ASIC boom may end up being one of the biggest memory demand catalysts. Patience will matter.

$Microsoft(MSFT)$ $Alphabet(GOOGL)$ Feels like cash-cow plays are getting bought up non-stop, while memory chip names are just grinding sideways. $SanDisk Corp.(SNDK)$  $Advanced Micro Devices(AMD)$  $Micron Technology(MU)$ 

$Micron Technology(MU)$  Price has broken above the trendline. Watching the 50-day moving average next to see if it can reclaim that level.

$Micron Technology(MU)$ Prepare for record Sandisk earnings.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$  $SK hynix(SKHY)$ From the $Advanced Micro Devices(AMD)$  earnings call — they mentioned they now see the overall market for high performance and AI computing growing around 40% annually over the next several years.

$Advanced Micro Devices(AMD)$ Honestly, I don't really get why this is down so much. $Marvell Technology(MRVL)$  $NVIDIA(NVDA)$  $Micron Technology(MU)$ 

$Micron Technology(MU)$ Micron looks set to move back up quickly. The sell-off seems done, and now it's time for a push toward new highs.

Key Support Battle — Will 790-800 Hold or Test YTD Lows? $Micron Technology(MU)$  is holding strong around the $790-$800 range. Breaking both lower trendlines would be crucial for any further downside to continue. While many semiconductor peers retested their YTD lows, Micron held up relatively well. A brief pullback to test this zone wouldn't be surprising, but holding here opens the door for a big bounce. Will 790-800 hold as the bottom?

$Micron Technology(MU)$ Billions upon billions of AI agents essentially means an ever-growing demand for billions upon billions of GB of memory going forward. Those who stayed long and saw the bigger picture through the noise are positioned well for this trend.

$Micron Technology(MU)$ It's pretty clear that MU is in high demand and has more years of growth ahead. It seems shorts are being pushed to sell at low prices, and from where I stand, this looks like a strong buying opportunity.

$Micron Technology(MU)$ The supply bottleneck isn't going away anytime soon. Even with new capacity coming online in late 2026 and 2027, the supply situation only keeps getting worse. By 2028 more supply enters, which might ease things a bit for consumer products, but certainly not for HBM. Right now CXMT is arguably selling inferior DRAM at higher prices than SK and Samsung. Micron has pretty much walked away from that side of the business to focus on HBM. So where does that leave DRAM? It's hard to imagine they'd want to go back to the boom-bust cycles. The business model likely keeps changing fundamentally over the next few years. Can CXMT catch up in HBM? They're generations behind at the moment, and any success would probably just get sold

$Micron Technology(MU)$ Nice consolidation around the $870s. Hopefully the rally keeps going and we see another big pop soon. Shorts might actually help push it past $1,000.