$Micron Technology(MU)$ The #2 ranked analyst from UBS raised the price target to $1625, and the #13 ranked analyst (out of 12,304 analysts) from TD Cowen raised theirs to $1500. Plus, it's one of the cheapest stocks around. That's good enough for me.
Retail investors are piling into SpaceX stock. According to data from Vanda Research, over the last two trading sessions, retail bought nearly as much SpaceX ($SpaceX(SPCX)$ ) as every other US single stock combined during the entire prior week. On Monday alone, retail purchased around $93.8 million worth of $SpaceX(SPCX)$ shares, accounting for roughly 73% of all retail single-stock purchases that day. In the first ten minutes of Monday's session, retail turnover in the stock exceeded $7 million. Individual investors also bought some semiconductor stocks like Marvell ($Marvell Technology(MRVL)$ ), Micron ($Mic
$Intel(INTC)$ Just kicked off production on 18A-P, its most advanced node yet. The turnaround story finally has a manufacturing milestone behind it. The chart agrees, with stacked moving averages and the uptrend still intact. Execution from here is everything.
Adding more $CEVA Inc(CEVA)$ here on weakness. This is one of those names that tends to move with the broader semiconductor sector, especially $Micron Technology(MU)$ and memory-related sentiment. When the DRAM/NAND market stabilizes, high-beta names like CEVA usually re-rate faster than expected. In that context, dips like these aren't breakdowns—they're more like liquidity resets within a larger sector move. From a positioning standpoint, I see this as an opportunity rather than a warning signal. Recent analyst commentary from Needham also reinforces the view that the underlying demand in semis remains intact, not deteriorating. If the semiconductor cycle continues to grind higher, CEVA has ro
These are the four stocks I'm buying on every dip. I'm building my exposure here, not chasing strength. $Micron Technology(MU)$ | The backbone of memory chips powering everything from phones to AI servers. Without it, nothing computes. $Roundhill Memory ETF(DRAM)$ | A pure-play memory basket riding the AI storage and bandwidth supercycle. Demand is structural, not cyclical. $Advanced Micro Devices(AMD)$ | Chips for gaming, data centers, and high-performance compute. Still one of the key AI beneficiaries outside NVDA. $NEBIUS(NBIS)$ | A European AI cloud challenger. Building infrastructure for compani
$Roundhill Memory ETF(DRAM)$ I'm quite skeptical that the Fed will cut rates on Wednesday, hoping this might give us a brief dip to add more. This ETF seems about ready to move.
$Roundhill Memory ETF(DRAM)$ SK Hynix is planning a massive 100 trillion won shareholder return program, which will officially launch after its ADR listing. The program includes share buybacks and dividends.
$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ Korean media reports indicate that SK Hynix's ADR listing process is in its final stages, with only SEC approval remaining. Citing sources familiar with the matter, it's now expected to take place after mid-July, rather than in early August.