To The Moon

It is without a doubt that $Micron Technology(MU)$ is the “it” stock of the moment. Nary a day goes by without another print about this AI-peripheral stock that has skyrocketed by +865.28% since 12 months ago. (see below) Even before my earlier post on MU, $SanDisk Corp.(SNDK)$ & $Roundhill Memory ETF(DRAM)$ has settled down (click here ! to read about it & help Repost, thanks !) - another post on MU pops up again. As Mr Buffett have mentioned many times "never invest in a business you cannot understand", here I am, keeping abreast with MU’s latest. Below is what I have newly learnt an

$戴爾(DELL)$  A A A

$Micron Technology(MU)$ hitting a $1 trillion valuation following massive price target upgrades (including UBS pushing its target to $1,625) marks a massive structural shift in how Wall Street views the memory market. Understanding Micron’s trajectory requires looking closely at its underlying technology model, its valuation reality, and how to tactically navigate the stock now that it is trading near all-time highs around $890–$935. The Ecosystem Reality: Nvidia vs. Micron It is highly unlikely that Micron will build a proprietary, closed software-and-hardware ecosystem like $NVIDIA(NVDA)$’s CUDA. Nvidia sits at the top of the compute stack, controlling the software environment that developers use to write

Yes fully agee. We've seeing this in enterprise server purchases

The key debate now is no longer “Will HBM demand grow?” but “Can supply growth finally catch demand before hyperscaler capex peaks?” Right now, I still think demand is large enough for both Micron Technology and SK Hynix to outperform simultaneously through at least the next 12–18 months. The market is effectively treating HBM as strategic infrastructure rather than commodity memory. Capacity for both firms is reportedly heavily booked well into 2026.  But the nuance is important: SK Hynix likely compresses Micron’s premium multiple, not necessarily its earnings. Micron’s rerating came partly from the narrative that it was the “catch-up winner” in HBM. If SK Hynix massively expands HBM3E/HBM4 output while maintaining Nvidia relationships, Micron’s scarcity premium could narrow even if

Fantastic IPOs. Are days of fantastic first day debut here to stay ? Just take recently listed Nvidia’s competitor - $Cerebras Systems(CBRS)$. When CBRS went public on Thu, 14 May 2026 it shot up to as high as $385 /share intraday; that a +208% from its listed price of $185 /share. With SpaceX (SPCX) roadshow due to commence on Thu, 6 Jun 2026 and go public on 12 Jun 2026, will history repeat itself for the Musk-owned company ? Besides trying one’s luck at selective Initial Public Offer (IPO) that in all honesty could be (i) a little FOMO and (ii) speculative in nature, there is of course the tried and tested method of strategic investment in certain stocks based on one’s ability to spot bubbling trend. In the current market landscape, no trend ha

For period 20 to 27 May 2026: The top DLC performer for the week is $Lenovo 5xLongSG261027(TDDW.SI)$ , boosted by $LENOVO GROUP(00992)$ 's 43.94% gain over the same period as market sentiment around its earnings beat and AI agent business sent the stock flying. Other comparable gainers include Sunny 5x Long and $Micron 3xLongSG280913(44BW.SI)$ as both $SUNNY OPTICAL(02382)$ and $Micron Technology(MU)$ surged over the same period. This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore

Buy LULULEMON NOW !!! $Lululemon Athletica(LULU)$  

Replying to @Diadem:great//@Diadem:There is another tiger who made more than that lol 😂

😊

There is another tiger who made more than that lol 😂

Definitely more room to run 👌🏻

AI is not only about Nvidia anymore. One Tiger recently caught a big move in Micron and made over $112K from $Micron Technology(MU)$ and $Direxion Daily MU Bull 2X Shares(MUU)$. Congrats to @Y Chan for buying the dip in $Direxion Daily MU Bull 2X Shares(MUU)$ and turning it into USD 112,094 Congrats to @SamuChong for buying the dip in $Micron Technology(MU)$ and turning it into USD 11,093 So what happened with Micron? Micron makes memory chips. These chips are used in phones, PCs, servers, and now, more importantly, AI data centers. As companies build more AI servers, they

Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!

$Micron Technology(MU)$  is quietly becoming one of the strongest AI infrastructure plays in the Nasdaq. As hyperscalers ramp AI spending, memory demand         especially HBM is becoming critical, and Micron is positioned directly in that supply chain. The market still treats it like a cyclical semiconductor stock, but this AI cycle could drive a much larger rerating than investors expect.

I like a daily trading but not good la

$Micron Technology(MU)$   Can we get thru 900? If yes.. you know what to do! 🚀 

The trillion-dollar narrative around Micron Technology is no longer pure fantasy. The market is finally treating memory not as a cyclical commodity business, but as critical AI infrastructure. That is the key shift. In the old cycle, DRAM and NAND were brutally commoditised. In the AI cycle, HBM has become a strategic bottleneck. Nvidia GPUs are useless without ultra-fast memory feeding them. That changes pricing power, margins, and investor perception. Micron’s own guidance and analyst commentary point to sustained tight HBM supply into 2027.  But a trillion-dollar valuation still requires another leg higher from already aggressive levels. At that size, institutions will demand evidence that: HBM margins remain durable, supply discipline holds, Samsung and SK Hynix do not flood the m

I think most dips are a buy but still do it at your own risks!!

📈 SanDisk jumped +10.75% after David Tepper disclosed a 281K‑share buy, even with the stock already +535% YTD. His conviction highlights sustained HBM/NAND demand and AI infra expansion, while Seagate’s supply warning adds to the scarcity premium. ✨ My view: Tepper’s buy shows strength, but after such a run I’ll sit out and wait for better entry points. @JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000

It is without a doubt that $Micron Technology(MU)$ is the “it” stock of the moment. Nary a day goes by without another print about this AI-peripheral stock that has skyrocketed by +865.28% since 12 months ago. (see below) Even before my earlier post on MU, $SanDisk Corp.(SNDK)$ & $Roundhill Memory ETF(DRAM)$ has settled down (click here ! to read about it & help Repost, thanks !) - another post on MU pops up again. As Mr Buffett have mentioned many times "never invest in a business you cannot understand", here I am, keeping abreast with MU’s latest. Below is what I have newly learnt an

$Micron Technology(MU)$ hitting a $1 trillion valuation following massive price target upgrades (including UBS pushing its target to $1,625) marks a massive structural shift in how Wall Street views the memory market. Understanding Micron’s trajectory requires looking closely at its underlying technology model, its valuation reality, and how to tactically navigate the stock now that it is trading near all-time highs around $890–$935. The Ecosystem Reality: Nvidia vs. Micron It is highly unlikely that Micron will build a proprietary, closed software-and-hardware ecosystem like $NVIDIA(NVDA)$’s CUDA. Nvidia sits at the top of the compute stack, controlling the software environment that developers use to write

Fantastic IPOs. Are days of fantastic first day debut here to stay ? Just take recently listed Nvidia’s competitor - $Cerebras Systems(CBRS)$. When CBRS went public on Thu, 14 May 2026 it shot up to as high as $385 /share intraday; that a +208% from its listed price of $185 /share. With SpaceX (SPCX) roadshow due to commence on Thu, 6 Jun 2026 and go public on 12 Jun 2026, will history repeat itself for the Musk-owned company ? Besides trying one’s luck at selective Initial Public Offer (IPO) that in all honesty could be (i) a little FOMO and (ii) speculative in nature, there is of course the tried and tested method of strategic investment in certain stocks based on one’s ability to spot bubbling trend. In the current market landscape, no trend ha

$戴爾(DELL)$  A A A

The key debate now is no longer “Will HBM demand grow?” but “Can supply growth finally catch demand before hyperscaler capex peaks?” Right now, I still think demand is large enough for both Micron Technology and SK Hynix to outperform simultaneously through at least the next 12–18 months. The market is effectively treating HBM as strategic infrastructure rather than commodity memory. Capacity for both firms is reportedly heavily booked well into 2026.  But the nuance is important: SK Hynix likely compresses Micron’s premium multiple, not necessarily its earnings. Micron’s rerating came partly from the narrative that it was the “catch-up winner” in HBM. If SK Hynix massively expands HBM3E/HBM4 output while maintaining Nvidia relationships, Micron’s scarcity premium could narrow even if

Yes fully agee. We've seeing this in enterprise server purchases

AI is not only about Nvidia anymore. One Tiger recently caught a big move in Micron and made over $112K from $Micron Technology(MU)$ and $Direxion Daily MU Bull 2X Shares(MUU)$. Congrats to @Y Chan for buying the dip in $Direxion Daily MU Bull 2X Shares(MUU)$ and turning it into USD 112,094 Congrats to @SamuChong for buying the dip in $Micron Technology(MU)$ and turning it into USD 11,093 So what happened with Micron? Micron makes memory chips. These chips are used in phones, PCs, servers, and now, more importantly, AI data centers. As companies build more AI servers, they

For period 20 to 27 May 2026: The top DLC performer for the week is $Lenovo 5xLongSG261027(TDDW.SI)$ , boosted by $LENOVO GROUP(00992)$ 's 43.94% gain over the same period as market sentiment around its earnings beat and AI agent business sent the stock flying. Other comparable gainers include Sunny 5x Long and $Micron 3xLongSG280913(44BW.SI)$ as both $SUNNY OPTICAL(02382)$ and $Micron Technology(MU)$ surged over the same period. This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore

The trillion-dollar narrative around Micron Technology is no longer pure fantasy. The market is finally treating memory not as a cyclical commodity business, but as critical AI infrastructure. That is the key shift. In the old cycle, DRAM and NAND were brutally commoditised. In the AI cycle, HBM has become a strategic bottleneck. Nvidia GPUs are useless without ultra-fast memory feeding them. That changes pricing power, margins, and investor perception. Micron’s own guidance and analyst commentary point to sustained tight HBM supply into 2027.  But a trillion-dollar valuation still requires another leg higher from already aggressive levels. At that size, institutions will demand evidence that: HBM margins remain durable, supply discipline holds, Samsung and SK Hynix do not flood the m

Buy LULULEMON NOW !!! $Lululemon Athletica(LULU)$  

Replying to @Diadem:great//@Diadem:There is another tiger who made more than that lol 😂

😊

There is another tiger who made more than that lol 😂

Definitely more room to run 👌🏻

Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!

$Micron Technology(MU)$  is quietly becoming one of the strongest AI infrastructure plays in the Nasdaq. As hyperscalers ramp AI spending, memory demand         especially HBM is becoming critical, and Micron is positioned directly in that supply chain. The market still treats it like a cyclical semiconductor stock, but this AI cycle could drive a much larger rerating than investors expect.

$Micron Technology(MU)$   Can we get thru 900? If yes.. you know what to do! 🚀 

I like a daily trading but not good la

I think most dips are a buy but still do it at your own risks!!

I would not follow this blindly. At +535% YTD, you are no longer early. You are deciding whether to pay for peak narrative plus tightening supply. Let’s separate signal from noise. 1) Tepper buying: meaningful, but not a green light David Tepper tends to lean into macro dislocations, not chase retail momentum. His entry tells you one thing: he believes the cycle still has legs. It does not tell you the entry price is attractive. He can absorb volatility. Most cannot. 2) The real driver: memory cycle turning + AI demand The move in SanDisk is tied to: AI infrastructure pulling forward NAND demand Supply discipline after years of underinvestment Spillover from HBM strength (even though NAND is a different segment) Add Seagate Technology supply warnings, and you get a classic scarcity premium