$Micron Technology(MU)$ 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.
$Roundhill Memory ETF(DRAM)$ $Atomera Inc(ATOM)$ 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.
$Micron Technology(MU)$ 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.
$Roundhill Memory ETF(DRAM)$ One reason the DRAM ETF might be close to a bullish breakout is that American investors have been piling in. ETF Db data shows inflows kept coming even while the fund was still in a bear market. The fund pulled in $222 million on August 7, pushing monthly inflows past $5.72 billion. That's taken cumulative inflows to $23.79 billion, making it one of the fastest-growing funds this year. It now holds $23.8 billion in assets and sits among the most heavily traded funds on Wall Street. Another reason the DRAM ETF could bounce in the near term is that the AI buildout is speeding up. Big names in the space, Microsoft, Alphabet, Meta Platforms, and Amazon, plan to spend over $750 billion this year. Tesla and SpaceX are b
$Netlist, Inc.(NLST)$ That one's up 613% over the past year, while $Micron Technology(MU)$ is up 642% over the same stretch. I think the one with the 613% gain still has a lot more room to run from here.