To The Moon

$Micron Technology(MU)$ 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. $Roundhill Memory ETF(DRAM)$  $iShares Semiconductor ETF(SOXX)$  $Micron Technology(MU)$ 

$Roundhill Memory ETF(DRAM)$ I don't see a reason for the stock to be down this much.

$Roundhill Memory ETF(DRAM)$  Memory prices are projected to increase by 150% by 2027.

$Netlist, Inc.(NLST)$ $Micron Technology(MU)$ From 1989 to now, Micron's share price has gone up 81,590%; over the last five years it's up 1,258%, and in the single year 2025–2026 alone, it rose 836%. It seems the market hasn't fully recognized the cause-and-effect relationship that should drive resources toward the company behind these patents, which is what enabled Micron to deliver such staggering results.

Micron ($Micron Technology(MU)$ ) is starting to look more interesting here as a few different narratives begin to line up. Not trying to overhype it, just watching how the story is evolving. What stands out: - The $Micron Technology(MU)$  bullish setup continues to build - ~$250M investment into the “Trump Accounts” initiative - Stronger alignment with U.S. semiconductor policy - Domestic manufacturing theme gaining traction - Memory + AI demand still in an upcycle - Management is viewed as more strategically positioned Why this matters: Semiconductors today aren't just about cycles anymore. Policy, AI demand, and supply chain positioning all matter at the same time. When those align, the market of