zubee
zubee
Upward only, let's make those gains
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avatarzubee
04:08
avatarzubee
02:03
$Roundhill Memory ETF(DRAM)$ Started a position. Might nibble more... memory
avatarzubee
00:02
$Micron Technology(MU)$ This is the cheapest, most profitable and fastest growing company listed on any exchange. They are going to generate over $130 billion in free cash flow next year, have no debt, and will begin a King Kong size buyback in December. The only short thesis is posting dumb memes, no logic or fundamentals.
avatarzubee
08-18 10:40
$Micron Technology(MU)$ Expecting a pullback soon, but I still like it long term. $Roundhill Memory ETF(DRAM)$  seems like a way to spread the risk while keeping upside exposure.
avatarzubee
08-18 01:48
$Micron Technology(MU)$ There's one gap above and two gaps below that still need to be filled. Which one gets filled first? Every previous gap on the chart has eventually been filled.
avatarzubee
08-17 22:16
$Roundhill Memory ETF(DRAM)$ DRAM has added intraweek options expirations. Liquidity there is getting serious now, with real money moving in.
avatarzubee
08-17 21:59
$Roundhill Memory ETF(DRAM)$ See what happens when the Korean stock market is closed? We rise. Those penny pinchers never let it fly, but they don't have a choice today.
avatarzubee
08-17 18:41
$Micron Technology(MU)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Feels like those bears have turned into cows now, just hearing a lot of mooing out there. Am I right? $Roundhill Memory ETF(DRAM)$ 
avatarzubee
08-17 06:44
$Roundhill Memory ETF(DRAM)$  Technicals on the DRAM ETF are pointing to more upside near term. It's put in an inverted head-and-shoulders pattern, which is a fairly common bullish reversal setup, and it's on the verge of clearing the neckline. The ETF has also pushed above a strong pivot point on the Murrey Math Lines tool and moved past the 50-period moving average, so for now bulls look to be in control. The base case would be a continuation toward the all-time high. The main hurdle right now is the high open interest on the call side. There was heavy volume on the 60 calls Friday. We'll need to see how the Sunday evening shuffle plays out to get a sense of whether those calls are being rolled or defended. Pe
avatarzubee
08-17 00:00
$Micron Technology(MU)$ Micron's forward PE is now just over 6. Back in February it was over twice that. Hard to see the stock as anything other than a solid bargain right now.
avatarzubee
08-16 21:37
$Oracle(ORCL)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Micron Technology(MU)$ Even if Burry ends up being right about a collapse, by the time it actually plays out the massive crash might just bring prices back to where they are today, or even higher.
avatarzubee
08-14
$Roundhill Memory ETF(DRAM)$  Just my opinion: based on the strength we're seeing, DRAM could hit $60 soon. If it pulls back at the open, I'll add more. Also, FROG's move was something else — straight from $86 to $95 in a single day. That kind of strength is hard to ignore. The AI momentum feels real right now.
avatarzubee
08-14
$American Fusion Inc.(AMFN)$ Oversold. Looking to diversify $Micron Technology(MU)$ , NVDA. High dollar volume OTC. Do your own DD.
avatarzubee
08-14
$Roundhill Memory ETF(DRAM)$ I got into this one during the dip back in July, and I'm still sitting on about a 5% loss. Jumped in a bit too early, same as always. But I do think the old cyclicality might be dead, at least for now, during this AI buildout phase. The pace of development is just incredibly fast, and the demand is astronomical. If memory starts getting cheaper, it honestly feels like it could just trigger the Jevons paradox.
avatarzubee
08-14
$Micron Technology(MU)$ Micron was around 1,250 just a couple of weeks ago, and since then almost all fundamentals have improved. The only thing that hasn't improved is the Hormuz/Iran situation.
avatarzubee
08-13
$Roundhill Memory ETF(DRAM)$  $Atomera Inc(ATOM)$ Atomera's MST could find its way into memory applications. If that happens, the current memory market seems like a pretty good time to be collecting royalties. Proving better and cheaper dopant diffusion in GAA transistors was one thing, but adding 3D memories, now validated, takes it to another level. Stacked technologies are where MST also offers several key improvements. It's been a rough ride, but I think a key moment is getting close for the company and the stock.
avatarzubee
08-13
$Seagate Technology PLC(STX)$ $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ $VanEck Semiconductor ETF(SMH)$ The market has been rough lately, but the memory cyclical trade has been running strong for the last two weeks. Weekly options have been printing quite nicely.
avatarzubee
08-13
$Roundhill Memory ETF(DRAM)$ Nice action so far. Honestly, I'd love to see it hit 60 tonight.
avatarzubee
08-13
$Micron Technology(MU)$ Can any early bulls explain the price target thesis for MU? Is there a realistic path to $3–5T market cap within the next 5 years? Curious what the smarter bulls out there think.
avatarzubee
08-13
$Intel(INTC)$ More money coming in to fund more chips for AI. I'm not really worried about it, keep the offers coming.

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