150$27 billion in free cash flow, then $170 billion and $180 billion in FCF for 2028 and 2029. That's $500 billion over the next three years, which is 42% of the market cap available for buybacks. Divide the stock price by 0.58, then apply a double P/E ratio to get to a reasonable level, though it would still be 55% of the market P/E.

$Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $Marvell Technology(MRVL)$ October is wrapped up. My Roth stocks are up 114.18%, Roths overall up 94.03%, and net worth overall up 56.23%, not counting house, cars, and similar assets.

$Micron Technology(MU)$ Stand your ground. You never know when the war will end, and you could miss the instantaneous jolt upward.

$Micron Technology(MU)$ The actual ROI for the hyperscalers works out to $6.30 returned for every $1. Though the Mag 7 suggests it'll be $1 for $8-$11.35 by mid 2027.

$Intel(INTC)$ 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.

$Micron Technology(MU)$ Holding above 1200 is where the real battle will happen. The current level is just wait and see mode. I'm sure Sanjay and company want to see lower prices before buybacks so lower priced shares can be swallowed up for higher future gains. They will not want lower prices once that process begins. Should be fun to watch.

$Micron Technology(MU)$ 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.