To The Moon

$Micron Technology(MU)$ The current pullback doesn't necessarily cancel the long term thesis. MU dropped roughly 7% today after yesterday's rally. Today's decline looks more tied to broad semiconductor/AI-stock profit-taking than to any deterioration in Micron's reported fundamentals. From past drill, $1K will be back on the table.

$SK hynix(SKHY)$ $Micron Technology(MU)$ Watching the 50% Fib retracement level on SKHY. Looking for stops.

$Micron Technology(MU)$ Call volume is running extra high into NVIDIA earnings, but memory stocks are selling off, which doesn't quite add up. What would make sense is that banks upgraded memory stocks yesterday just to pull the rug on those buyers today and accumulate at cheaper prices. $NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$  $VanEck Semiconductor ETF(SMH)$  $SanDisk Corp.(SNDK)$ 

$Micron Technology(MU)$ Price action showed AI memory demand is still the dominant, very bullish story. Micron, SanDisk, and other memory names all rallied. Investors likely continued pricing in strong AI infrastructure spending. The China-memory angle adds another catalyst. Reports that the U.S. administration is discouraging Apple from sourcing memory chips from Chinese suppliers could reduce competitive pressure on Micron. It all looks like a win-win for Micron. For the bullish case, I'm hoping and thinking around $1060 - $1090.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ Stocks look cheap right now. I think the S&P could hit 10,000 by Christmas.

AAPL is reportedly testing Chinese-made CXMT memory chips across iPhones and MacBooks, which is another interesting development. The AI-driven memory crunch is pushing even major companies to broaden their supplier base and look for additional sources of memory. This is exactly why I've been increasing my exposure to the memory theme through DRAM.X ETF and watching names like Micron $Micron Technology(MU)$ , SanDisk $SanDisk Corp.(SNDK)$ , SK Hynix $SK hynix(SKHY)$ , and the broader memory supply chain. My thesis isn't simply that AI needs more GPUs. AI is creating enormous demand for HBM, DRAM, storage, and memory bandwidth, and that demand is sprea

Checking a few names on the tape today. $Broadcom(AVGO)$  is breaking out of a flag on both the daily and weekly charts. There's a gap to fill up to $472. I'm watching for calls above $430 for a move toward $450 and higher. The company looks set to benefit from restrictions on Chinese AI and data centers. $Micron Technology(MU)$  is holding below trendline resistance on the daily. I'm looking for calls above $930 for a breakout move toward $950 and $100. The stock looks strong and might be breaking out of this consolidation soon. Seeing multiple call flows coming in as well. $IBM(IBM)$  is bouncing off the $200 support zone and moving into the gap tow

$Micron Technology(MU)$  The AI infrastructure story might be shifting toward the optical layer. A lot of people seemed to catch the big memory run with names like MU, and now attention looks to be turning to the networking side of things. As AI data centers move from 800G toward 1.6T+ networking, demand for faster and more efficient optical solutions could accelerate into 2027. AAOI earnings might be a key signal for the sector. My current optics watchlist: SIVE – Silicon Photonics POET – Optical AI connectivity CRDO – High-speed networking solutions MRVL – Custom AI silicon & connectivity Memory was one of the biggest AI winners. Now I'm watching whether optics becomes the next major AI infrastructure trade

Elon Musk pointed out a bottleneck in the AI market that is hard to ignore: memory. He mentioned supply is only growing around 20% annually, while AI-driven demand is running at 200%+. That kind of imbalance could keep pressure on HBM and DRAM capacity for years. $SpaceX(SPCX)$ , as one of the biggest incremental buyers of AI compute, is only accelerating this trend. Companies with pricing power like $Micron Technology(MU)$ , $SK hynix(SKHY)$  and Samsung might be the ones that benefit from the memory squeeze. AI is not just a GPU story anymore. The next battle could be about who controls the memory supply.

$Micron Technology(MU)$ For tomorrow, the main thing I'm watching is whether MU can just hold a higher low. If it manages that, maybe there's a chance we start seeing a trend reversal take shape.