$Micron Technology(MU)$ And here we go... I mean, I like the stock, but the ride isn't exactly my favorite part. Still, excitement has its appeal.

Anthropic IPO, wow. Is Anthropic's $SpaceX(SPCX)$  lease the largest turnkey GPU rental in history? The numbers confirm it. At $1.25B/month ($15B/yr), Anthropic leasing 100% of SpaceX's Colossus 1 (300+ MW, roughly 220k-325k GPUs) dwarfs every other datacenter deal on earth: - CoreWeave mega-deals: around $150M-$250M/month - Oracle Cloud (OCI) OpenAI contracts: around $350M-$450M/month - Anthropic at Colossus 1: $1.25B/month, over 3x to 5x larger than any neo-cloud peer. Why this changes everything for $SpaceX(SPCX)$ : 1. Massive Revenue Engine: Delivers $3.75B/quarter, generating about 50% of SpaceX's entire Super Intelligence segment ($7.56B in Q3). 2. De-risks Mega-Capex: SpaceX deployed $16.

For anyone treating CXMT's progress in 4F² DRAM as a real threat to the leading memory makers, Micron basically said CXMT can have their leftovers since Micron has already moved well past 4F². $Micron Technology(MU)$ 

$SPDR S&P 500 ETF Trust(SPY)$  Not bad so far. Two more months to go, with a target of 20k each.

$SPDR S&P 500 ETF Trust(SPY)$ It's a bubble, but not the kind that pops. The AI ecosystem is the most powerful force on the planet when it comes to making money. No other sector comes close right now.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Added another tranche. Now holding 7,750 shares total across $NVIDIA(NVDA)$  and MU. Earnings season is here, and $SpaceX(SPCX)$  is the first to show that CapEx isn't slowing down anytime soon.

$SPDR S&P 500 ETF Trust(SPY)$  It closed above the FLITMOIA - Fat Line In The Middle Of It All. For now that keeps the setup intact, and I'm fairly optimistic about at least a spike toward 774.90. I'm going to add the Woofer.

Absolutely stunning V-shape rally. A failed move lower followed by a fast move higher on $SPDR S&P 500 ETF Trust(SPY)$  and QQQ.

$SPDR S&P 500 ETF Trust(SPY)$  SPXHistorically, when a day closes above Friday's close, the next 10 days average +3.17% from the signal. However, there are a lot of drawdowns in there.

$SPDR S&P 500 ETF Trust(SPY)$ SPXAfter the first big $NASDAQ 100 Volatility(VXN)$  spike, which is the tech version of $Cboe Volatility Index(VIX)$ , there's a 90% win rate after 8 days.

Charts make for good discussion, but they mostly serve as a record of the past. Set aside the shorts and market makers' games, and recognize not just the suppressed value in $Micron Technology(MU)$  relative to fundamental metrics, but also that the 30-year bond has put in a low and yields are heading lower. $cleveland-cliffs(CLF)$  earnings tomorrow should lift materials broadly, which would be a positive push for resource-linked names like MU. Friday was a bipolar capitulation moment driven by extreme fear. Super bullish Monday, and so far the bulls keep winning.

$Micron Technology(MU)$ If it doesn't happen tonight, we could easily see a strong green rally by tomorrow's close. Buying the dip and riding the move back up makes sense from where I stand. Tech is oversold in the short term while other sectors are still overbought, so money should rotate back into oversold tech soon.

$United States Oil Fund LP(USO)$ $Energy Select Sector SPDR Fund(XLE)$ $SPDR S&P 500 ETF Trust(SPY)$ Oil could see a breakout soon.

$SPDR S&P 500 ETF Trust(SPY)$ I'm quite bullish on the hourly chart, but the 4-hour setup hasn't convinced me yet.

$Micron Technology(MU)$ Picked up MU on the early dip and then watched it tick higher all day. Bulls held firm into the close. CPI is coming, but the bears might be running out of room here.

$SPDR S&P 500 ETF Trust(SPY)$ Bulls holding through all the moving averages on SOL, BTC, AMC, and GME.

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ Three data centers in Russia have been taken out by Ukraine. You can already tell the bots on social media are gone. There are several more data centers that could be targeted as well. Iran and the Houthis are also looking at data centers, and it was mentioned before that these are considered military targets. I'm being careful with long positions here. Ukraine will very likely finish wiping out all of these other data centers, and this war will escalate further. Elon Musk and Trump are not happy because there are less spots on their sites and the bots were in their favor. Interesting times to be alive.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ GLD.XBTC.X5 Minute Exhaustion = yellow dots Pros = white candles 50 ema = green line 100 ema = yellow line 200 ema = aqua line

$NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$  $Micron Technology(MU)$  Big numbers if they deliver. AI demand keeps growing, and these three are well positioned to benefit from continued data center expansion.

$SPDR S&P 500 ETF Trust(SPY)$ BTC.XThe 400 richest Americans are now worth a record $8 trillion. The entire bottom 50% of American households is worth just $4.27 trillion.