$SUPER MICRO COMPUTER INC(SMCI)$ Jane Street increased their position by 52.2 million shares, an 1100% jump, between March 31 and June 11. This now makes it their single largest stock holding, right after their $SPDR S&P 500 ETF Trust(SPY)$  ETF position. Someone must know something. And look at all the runners among their core holdings—wowsa. Smart bears should be worried.

$SPDR S&P 500 ETF Trust(SPY)$ Plenty of room for volatility, then likely new highs.

$Micron Technology(MU)$ I get it more than you might think. This is early NVDA, SHOP, MU. It will grow bigger than Barret can handle. The reign that was GOOG, META has to be distributed. The gates have opened. Short sellers are buying back in droves, check the next filing.

$SPDR S&P 500 ETF Trust(SPY)$  Anthropic, Anduril, and OpenAI still to come. 1150 by 2028.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$  $Roundhill Memory ETF(DRAM)$  Not overcomplicating this. SNDK from $214 to $2100. MU from $62 to $1074. Since that “Bargain of the Century” callout… all the information is still there publicly if you look back. What stands out to me now isn't the PnL, it's how long this theme has persisted. DRAM isn't trading like a one-off cycle anymore. It's starting to behave like a structural repricing of memory as a core input to AI infrastructure. Why does that matter? Because when a sector stops reacting like a normal cycle, you don't get clean tops… you get expansion phases that surprise people on the upside. The

A common misconception is that mega caps don't deliver multi-baggers. The key is to be early on the thesis before the consensus catches up. $Micron Technology(MU)$  ~$118 → $1,000+ (~9x) $Intel(INTC)$  ~$25 → $130+ (~5x) $SanDisk Corp.(SNDK)$  ~$500 → ~$2,000+ (~4x) $Advanced Micro Devices(AMD)$  ~$200 → $500+ (~2.5x) Whether it's small-cap asymmetric swings or large-cap long-term holds, I'll keep sharing notable finds and theses right here.

$ServiceNow(NOW)$ This will be Epic $SPDR S&P 500 ETF Trust(SPY)$ 

$SPDR S&P 500 ETF Trust(SPY)$ If they really wanted to, it seems like they could easily take out all the June monthly puts by Thursday. I wouldn't be too shocked by a move to 770 or a 4% weekly gain. Testing 760 feels like a given, unless there's a major disruption to the deal. But that would be a significant setback, which would likely cause some displeasure.

$Battalion Oil Corp(BATL)$ This is worth watching if a deal doesn't come. High short interest, around 39%. BATL reacts strongly to oil price moves. If tensions with Iran escalate, oil prices could rise, which usually benefits small oil producers like BATL. In recent weeks, BATL has already risen sharply on geopolitical news. $SPDR S&P 500 ETF Trust(SPY)$  $United States Oil Fund LP(USO)$  $Trump Media & Technology(DJT)$  $SRX Health Solutions, Inc.(SRXH)$ 

$Micron Technology(MU)$ The first major breakout happened after clearing the heavy positioning shelf around ~$130 – that was the initial "air pocket" move. Now we're seeing a second-leg attempt after consolidation, as price works through the next major supply zone. The key takeaway here: Shelf 1 cleared → impulsive expansion phase. Consolidation → digestion of prior positioning. Shelf 2 test → whether trend continuation stays intact or stalls. This is classic structure-driven price action in memory names – moves tend to come in stages, not straight lines, as positioning gets repriced in layers.

$Micron Technology(MU)$ As earnings get closer, we'll likely hear more from shorts about overvaluation. I think the actual earnings could push it to the next level.

It just feels crazy cheap right now. Looking at Q2 2026: Memory stocks are trading around ~8x. $Micron Technology(MU)$  at 8.3x, $SanDisk Corp.(SNDK)$  at 8.7x. And yet... every AI supercomputer, every data center literally runs on this stuff. Nomura estimates the AI memory TAM at $1.4T by 2030, but the market is acting like it's a dying sector. Feels like one of those rare moments where you look at the charts and think... yeah, this is a steal.

Indexes down 5–6%? Feels brutal. But if you zoom out, this year is still insane. Look at some of the S&P 500 leaders: $SanDisk Corp.(SNDK)$  +626% $Micron Technology(MU)$  +218% $Seagate Technology PLC(STX)$  +204% $Intel(INTC)$  +204% $Dell Technologies Inc.(DELL)$  +200% Bull markets aren't straight lines. Corrections shake out the weak hands. The real leaders emerge. The next leg up is coming. A few red days don't erase the bigger picture.

$Micron Technology(MU)$ In my opinion, this will be $2,000 a share within 12 months.

$Micron Technology(MU)$ Now is not the time to sell. Oracle just indicated they'll spend $70 billion in capex by 2027. Why do you think Micron already has some contracts in place for 2027? I wouldn't suggest using margin to buy, but don't sell into fear.

$Micron Technology(MU)$ Micron remains the most undervalued high growth rate stock on the entire US stock market.

$Micron Technology(MU)$ All eyes are on Oracle to see if it can stabilize the market.

$SPDR S&P 500 ETF Trust(SPY)$  AI is not over. There's no AI bubble. Instead, AI is just getting started with huge demand for more. The show goes on.

$Aquestive Therapeutics Inc.(AQST)$ When is the ANAPHYLM Canada submission or approval coming in for AQST? Starting in Q3 2026, it's going to be interesting to watch. It may trade back to 8-9 bucks in Q4. US FDA approval could easily hit 20-40 bucks. $Outlook Therapeutics, Inc.(OTLK)$  US FDA acceptance is coming up in a few days. The next 50 days will be fun to watch. Two medical stocks to keep an eye on.

$SPDR S&P 500 ETF Trust(SPY)$  The S&P 500's streak of 9 consecutive winning weeks ended last week. That run had the index up 19%, ranking as the 16th best 9-week period in the last 75 years. Charlie Bilello shared a table showing what followed the other top 20 previous streaks. Only once was the index lower in the next 3 months, 6 months, 1 year, and 2 years. When was that? The peak of the Internet Bubble. We'll see what happens this time, but I'm leaning towards the other 18 instances.