To The Moon

$Micron Technology(MU)$  You had to know the last hour before a long weekend would be rough. Coincidence? I don't think so. Next week should be much better.

$Micron Technology(MU)$  A P/E of 6.8x. That's quite a number. I had to double-check it myself. What I'm seeing is a stock trading at roughly 6.8x earnings, with the market basically pricing it like a business in structural decline. But the reality is still strong, with record-level profitability and an earnings scale that rivals some of the biggest mega-cap names. That gap is the whole story. When a company is still printing serious profits but trades like it's breaking down, that disconnect usually doesn't sit there forever. I'm not saying it flips immediately, but this is definitely one of those extreme "price vs. reality" situations that stands out.

Semis are in the middle of one of the strongest relative moves in market history. The $Philadelphia Semiconductor Index(SOX)$  index has been massively outperforming broader equities this year, with semiconductor leadership driving nearly all of the upside in risk assets. What stands out is the concentration of returns - a small group of memory and AI-linked names are doing most of the heavy lifting across the index. $Micron Technology(MU)$  has been one of the key momentum engines in the cycle, while $SanDisk Corp.(SNDK)$  has seen extreme repricing as memory pricing dynamics shifted faster than expected. This is no longer just a cyclical recovery st

$Trio-Tech(TRT)$ Memory and semiconductor related names are in a state of high alert after this news. Just like when SPCX launched its IPO and the space sector rallied hard, this could happen now. We could see a doubling in price by then.

Micron is being framed by traders as a long-term compounding winner in the AI memory cycle. Some are already projecting extreme upside scenarios, even into the $2000 range over a multi-year horizon, based on the idea that memory pricing power in an AI-driven, supply-constrained environment could structurally re-rate earnings far beyond historical cycles. On the fundamental side, the argument is that $Micron Technology(MU)$  is already generating earnings power that, in certain peak-cycle comparisons, rivals or exceeds the combined output of major megacap tech names like $Tesla Motors(TSLA)$ , $Meta Platforms, Inc.(META)$ ,

$SPDR S&P 500 ETF Trust(SPY)$ US 500 CFD 4-hour chart showing the daily bear imbalance: bears really have to step it up here, as bulls have already managed to punch through the midpoint once. Not looking good for bears, slipping through the imbalance.

$Micron Technology(MU)$ Trump and Leopold own a ton of MU and SNDK stock. Bears, you think we're worried about some little class action? Lmao.

The stock keeps climbing. Monday delivered another leg up. $Groupon(GRPN)$  closed at $23.60, up 4.4% from Friday's $22.60, after testing as high as $24.28 intraday. Volume came in at 2.26M shares — lighter than Friday's surge, but still nearly double the average. The bigger picture: this stock has gone from $16.76 to $23.60 in five trading days — a real, sustained move, not a one-day fluke. Friday's dip to $21 got bought, and today buyers pushed through to a fresh leg higher. Short float remains above 60%. With every green day, the math on a potential forced short-covering scenario gets a little more interesting heading into earnings (around Aug 4–12). Strength is continuing. I'm still watching.

$Celsius Holdings, Inc.(CELH)$ $SPDR S&P 500 ETF Trust(SPY)$ $e.l.f. Beauty Inc.(ELF)$ $Invesco QQQ(QQQ)$ $iShares 20+ Year Treasury Bond ETF(TLT)$ The deal with ALDI alone is good enough to justify the stock doubling. This was a $90 stock just months ago and dropped for no good reason. The run has started back towards $120 plus.

$SPDR S&P 500 ETF Trust(SPY)$ I'm bullish here. The extreme fear gauge is usually a trailing indicator. I'm not saying we'll see an immediate recovery, but I believe the SPY will finish above $8200 for the year. I think it will become range-bound in early October with some quick consolidations. The next run before a broader pullback in May 2027 will present more interesting buying opportunities than in previous years.