$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$  Aletheia Capital has raised its price target on SK Hynix to KRW 5.3 million. Their basis is: 10x CY27E FCF, and 10x P/E. This implies 125% upside from the current share price.

$Ciena(CIEN)$  and $Lumentum(LITE)$  had a nice move today. Jen is probably going to say she's never heard of Ciena again.

$Roundhill Memory ETF(DRAM)$ CNBC reported today that Micron Technology was up more than 7.5%. Tech stocks rose amid the broader rally, and the stock got a price target hike from TD Cowen. Analysts now see it hitting $1,500, calling memory's role in the AI buildout structural, not cyclical.

Memory players are insane with gains.. $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$  $Roundhill Memory ETF(DRAM)$  STX $Western Digital(WDC)$ 

$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ If these numbers hold—85%+ gross margins sustained into 2027—it completely resets the narrative. This isn't just a cyclical memory trade anymore. It starts to look like structural pricing power in DRAM. The market hasn't fully priced in what sustained high margins do to long-duration multiples. If this sticks, everything downstream in semis gets re-rated. This changes the tape.

$Roundhill Memory ETF(DRAM)$ SIA data shows global semiconductor monthly revenue hit $110.5B this April, up 11% month-over-month and up 93.9% year-over-year. Annualizing April's $110.5B run rate yields roughly $1.32 trillion. Historically, market consulting groups like McKinsey and SEMI had mapped out the $1 trillion milestone to be hit by FY30. Instead, the industry is pulling that achievement forward by 3-3.5 years, now tracking to hit it by 1H27 and maybe even by YE26.

$Roundhill Memory ETF(DRAM)$  This feels a bit addictive - I want to get back in. Took profits earlier and now looking for a re-entry. I'm thinking it needs to break through the low $60s resistance first, as it seems stuck in a trading range.

$Lumentum(LITE)$ $COHERENT(COHR)$ JPMorgan analyst Samik Chatterjee notes that shares of optical suppliers Coherent and Lumentum are down nearly 20% from their early June highs due to a host of concerns, including limited summer catalysts and worries about delays in co-packaged optics adoption. However, JPMorgan sees a more interesting setup emerging as once-lofty optical premiums begin to look more palatable. The firm views the selloff as a buying opportunity and reiterates Overweight ratings on both Coherent and Lumentum. JPMorgan's channel checks suggest co-packaged optics adoption is on track.

$Roundhill Memory ETF(DRAM)$ Keeps dropping and I add one share at a time on dips. This is my highest conviction pick for a potential 2-5x return over the next few years.

$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$  Things are really heating up in the HBM4 space. SK hynix just placed a 44.2B Won TC Bonder order with Hanmi. The HBM4 ramp is clearly accelerating. Jensen has certified Samsung, SK hynix, AND Micron for HBM4 – no more excuses now. On pricing, buckle up: HBM4 today is at $16.60/GB. Bernstein sees it reaching $53/GB by 2027. On the AI rack side: Morgan Stanley priced Vera Rubin racks at $7.8M. Bernstein thinks it could be $9.1M. If you're still treating this like “just another semi cycle,” you might be missing the bigger picture. HBM is becoming the fuel powering the AI boom.

$Micron Technology(MU)$ SK hynix just placed a 44.2B Won TC Bonder order with Hanmi, which signals that the HBM4 ramp is picking up speed. Jensen has now certified HBM4 from all three: Samsung, SK, and Micron. Current HBM4 pricing is at $16.60/GB, and Bernstein is forecasting it to reach $53/GB by 2027. For the Vera Rubin racks, MS estimates $7.8M, while Bernstein estimates $9.1M. This is a massive tailwind for memory players—high-bandwidth memory demand is only accelerating. Keep an eye on MU.

Networking, security, and semiconductor adjacencies are showing strength: $Fortinet(FTNT)$  $Viavi Solutions(VIAV)$  $Amphenol(APH)$  $Amkor Technology(AMKR)$  $Lumentum(LITE)$  These are critical layers of the AI and data infrastructure ecosystem. They often move with a different timing than the headline AI names.

$Roundhill Memory ETF(DRAM)$ Holding up pretty well today. SpaceX has messed up the entire markets this week.

$Roundhill Memory ETF(DRAM)$  Thanks for the dip, added some more. Now looking to see if it can get to $70+.

$Roundhill Memory ETF(DRAM)$  Micron's earnings on 6/24/26 are expected to be strong. How will this impact a DRAM ETF? Seems positive to me. Best to all.

The next wave of AI winners isn't always obvious. I'm watching these: $NEBIUS(NBIS)$  $Lumentum(LITE)$  $Applied Optoelectronics(AAOI)$  $Tower Semiconductor(TSEM)$  SIVE. Networking, optics, manufacturing, and infrastructure are becoming critical bottlenecks. Every AI buildout eventually runs through these layers.

$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ Analysts keep raising their price targets. Susquehanna at $1,750, Fitzgerald at $1,500, and Wells Fargo just came out with $1,220 today. Watching this feels like trying to catch a rocket, eyes glued to the screen.

$Lumentum(LITE)$ It's catching attention after the new $1,200 price target and a strong move higher. But the bigger story isn't GPU demand anymore; it's the infrastructure behind it. Recent comments from $NVIDIA(NVDA)$  leadership keep highlighting a growing constraint: photonics capacity. As AI clusters scale, moving data efficiently becomes just as important as generating compute. If optical demand keeps accelerating faster than supply, companies positioned in the photonics stack could see pricing power improve before the broader market fully catches on. Sometimes, the bottleneck becomes the opportunity.

$Roundhill Memory ETF(DRAM)$ Don't like how the market is moving? Just check back in 30 minutes.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Roundhill Memory ETF(DRAM)$ $Micron Technology(MU)$ $iShares Semiconductor ETF(SOXX)$ This is blatant manipulation. Just algos shaking the tree. Nothing more, nothing less. Hope no one is actually falling for this...