To The Moon

$Roundhill Memory ETF(DRAM)$ Buy around Upper 20s and Lower 30s

$Micron Technology(MU)$  Micron announced its supply chain agreements, with $General Motors(GM)$  being the only publicly named partner. The agreements include binding volume commitments, take-or-pay terms, and cash deposits. They also set an upper price cap tied to market levels from April to June, with a contractual price floor for the full term. Next-gen products like HBM, DDR6, and LPDDR6 are priced separately through negotiation. The 16 SCAs lock up about 20% of DRAM and 33% of NAND output, with a goal of over 50% of total revenue under such agreements. Likely other partners include Anthropic, $NVIDIA(NVDA)$ , and AM

$Roundhill Memory ETF(DRAM)$ It's not the performance I was hoping for, but I still believe in this stock for the long term. I think it could easily reach $100 within a few months.

$Intel(INTC)$ A triple bottom formed off 126.38 and 126.41. SPY turned green, and Micron bounced. It could head back to the 131-135 range going forward.

$Micron Technology(MU)$ Shortages and higher prices are the facts here. All the talk about oversupply just seems like noise from the shorts. It's surprising to see how many people are actually listening to that.

$Micron Technology(MU)$ While most things have already run up, this one still looks interesting. It's a core AI bottleneck play, showing triple-digit growth, yet it trades at a P/E around 5. If the current setup continues, it seems like a stock that could be worth holding for the long term.

$Roundhill Memory ETF(DRAM)$ Stocks that have a big drop during the day, like $Micron Technology(MU)$  did today, often see a positive move in after-hours trading. I'm hoping we might see it around 70 tomorrow.

$Zapata Quantum Inc(ZPTA)$ $Micron Technology(MU)$  $Roundhill Memory ETF(DRAM)$  $Rocket Lab USA, Inc.(RKLB)$ 

$Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $Marvell Technology(MRVL)$ The month of June is now over, and these results feel almost unreal. My Roth IRA holdings are up 173.02%. My Roth accounts overall are up 128.93%. My total net worth is up 76.46% (this excludes my house, cars, and other physical assets). I retired about four to five years ago with just enough to get by, and I was constantly on edge. In the last 12 months, I've more than doubled my net worth, and year-to-date, I've made more than the amount I originally retired with. I know the markets can take away gains as quickly as they provide them, so at some point, I need to de-risk

$Meta Platforms, Inc.(META)$ You have to give credit where it's due. Zuckerberg certainly knows how to put a positive spin on a difficult situation. He's essentially taking the excess compute capacity from the Metaverse project, which has already lost billions, and reframing it as a strategic asset. To some, this might look like a clever way to confuse retail investors with smoke and mirrors. It's important to stay focused on the underlying fundamentals. $Roundhill Memory ETF(DRAM)$  $iShares Semiconductor ETF(SOXX)$  $Micron Technology(MU)$