$Intel(INTC)$ The September offering was oversubscribed at around $90. The CEO bought in and hasn't sold. They're sitting on more than 54 billion in cash. This looks like a hard overreaction.

$Micron Technology(MU)$ There are still indicators that AI investment remains alive. J.P. Morgan projects roughly $900 billion in AI capital expenditures in 2026 and $5.5 trillion in cumulative spending through 2030. Goldman Sachs estimates global AI investment will exceed $1 trillion in 2026. IDC forecasts the semiconductor industry will reach $1.29 trillion in revenue in 2026, with AI infrastructure driving much of the growth. These are forecasts, not guaranteed outcomes, but they hardly suggest AI investment is dead.

$SK hynix(SKHY)$ $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$ $SPDR S&P 500 ETF Trust(SPY)$ Well, I'm done for the day. Decent gains over these two trading sessions. After-hours should be interesting. Sandisk and Amazon hyperscaler earnings are coming up.

$Micron Technology(MU)$ The put side is so thin on the far left that max pain is actually higher than what the chart shows. Under 950 would wipe out the biggest chunk of option buyers, since the call concentration sits right around where the graph turns green. Curious to see if MU can shrug off oil and bonds both climbing and push into a full call distribution above $900.

$SanDisk Corp.(SNDK)$ $Broadcom(AVGO)$ $Micron Technology(MU)$  Memory shortage to persist through 2030.

$Intel(INTC)$ We need them to do well and also for their price to hold. Everything that beats and raises guidance gets a spike up, then a spike down.

$Micron Technology(MU)$ Three straight green trading days point to potential continuation, especially with $SanDisk Corp.(SNDK)$  earnings coming up Thursday. MU still has plenty of room to keep moving higher if price wants it.

$Micron Technology(MU)$ A solid break and hold of 932 could take us to 953.60, then up to the gap at 978.50.

$Micron Technology(MU)$  I've been saying this the whole time. The CXMT stories are just scare tactics from short sellers.

$Micron Technology(MU)$ Earnings are packed over the next few days. $SK hynix(SKHY)$  the next day, Samsung Wednesday, and $SanDisk Corp.(SNDK)$  Thursday. Microsoft and Google also report Wednesday, so it's a heavy stretch.

$Micron Technology(MU)$ Up about 4% today after BofA reiterated their Buy rating. Short-dated call buyers are jumping in, but it feels more like a tactical play than a full trend shift. I'm seeing aggressive call sweeps in the 960 to 990 and 1200 to 1220 strikes, with a notable 2,300x Oct 28 $970C vs 338 OI on InsiderFinance. Momentum is strong, but those downside hedges are worth watching. Half of the $192M in options premium recently has gone into puts, mainly around the $850 to $900 strikes, so big players are still hedging. For anyone looking at longs, spreads or defined-risk setups seem like the more reasonable route. That Taoyuan union issue could keep things interesting.

$Micron Technology(MU)$  $SanDisk Corp.(SNDK)$ Crude oil is losing momentum here. Getting under $100 would be a monumental achievement when it happens. It's currently at $101.89.

$Intel(INTC)$ Price is holding above the 20 SMA and 9 EMA. The setup still looks bullish for now.

$Micron Technology(MU)$  Back on the right side of that bull/bear pivot.

$Intel(INTC)$ After all this time, whether ON ends up clearly green or clearly red is the only thing that matters. So many times a 3-4% move gets erased in either direction during extended trading. At this point I don't trust any of it. Even Intel was up 3-4% overnight and by the open it was only up 0.30%. It's a joke at this point, just another way for market makers to take money.

$Intel(INTC)$ Everyone when Intel was at 120: "Damn, I wish I would've added more. What can I do so I can get more?" Everyone at 85: "AI is a bubble, sell everything, going to 20." Secretly I'm laughing at the whole show.

$Micron Technology(MU)$  Friday closed at $872 with a high of $892. If it gaps over $892 and builds on that before the open, then we are looking at a minimum of $892 + $55 = $947-$950 for the next high, or $892 + $151.42, roughly $1050, in the most bullish scenario. The $151.42 is the average daily gain from the 6 most bullish days since May 1, 2026. Not dreaming, just statistics. Not rushing it either since I still need to add. If it is a diamond, it will shine.

$Micron Technology(MU)$ This should be back over $1000 soon, possibly even on Monday. A 5x PE is just ludicrous even if the revenue gets labeled cyclical. This is a cash-generating machine with a massive backlog and pricing power for the foreseeable future.

$Micron Technology(MU)$  From the end of this year through mid 2027 could turn into one of the biggest face-melting rallies ever. I'm holding through it.

$Micron Technology(MU)$ MU may have put in a near-term bottom on Thursday as we head into the seasonally strongest stretch of the year. If SK Hynix can build on its 4% gain at Friday's Kospi close, MU has a decent shot at a 50% Fib retrace up toward the 975 area, right around the 50 SMA. SMH may have bottomed just 7 points shy of its 200 SMA, which would be a higher low versus the late July crash low.