$Direxion Daily MU Bull 2X Shares(MUU)$   $Micron Technology(MU)$   $SanDisk Corp.(SNDK)$   As of July 9 Eastern Time, Micron Technology shares rose 4.42% to $991.64, signaling a potential end to the recent correction. This surge follows the company's commitment to invest $250 billion in US-based memory manufacturing and R&D by 2035, reflecting strong confidence in AI-driven demand. While fiscal 2026 results show exponential revenue and EPS growth, the massive capital expenditure poses long-term risks regarding valuation and supply overcapacity. Technicall

Ok that great, no doubt 

A single 6.8% rally is encouraging, but it is not enough on its own to confirm a "second launch" of the memory supercycle. The bullish case remains intact: AI infrastructure demand continues to support high-bandwidth memory, enterprise SSDs, and advanced NAND. If Samsung's supply concerns prove temporary, tighter industry discipline could support pricing again. SanDisk's valuation may still look attractive if earnings continue to improve. The cautious case is equally valid: Memory is one of the most cyclical segments in semiconductors. Sharp rallies after steep sell-offs are common. A 7% gain driven by sentiment and valuation headlines can reverse quickly if NAND pricing weakens or supply increases. The market will want confirmation through future pricing data, customer demand, and earning

🚀 SanDisk ($SNDK) +6.8% — The Memory Supercycle Is Quietly Returning. Are We Still Early? 💾 SanDisk surged 6.8% today, and I don’t think this is just another random relief rally. After weeks of panic selling driven by supply concerns, the market is beginning to refocus on what actually matters: demand. 📈 The AI revolution isn’t slowing down—it is accelerating. Every new AI model, inference cluster, hyperscale data center, and enterprise deployment requires massive amounts of high-performance storage. GPUs may grab the headlines, but without NAND SSDs to store and feed the exploding volume of data, the AI ecosystem simply cannot scale. 💡 This is why I remain bullish on SanDisk. Unlike previous memory cycles driven mainly by consumer PCs and smartphones, this cycle has a much stronger struct

$Micron Technology(MU)$  it is odd that the ahared sropped woth rhe MOU! Memorandom of Understanding. As oil stocks go up andMU go down. And vice versa. Something to look out for ;)

🥰🥰🥰🥰😍

What actually happened this week is three separate things colliding at once, and they need to be separated before you make any positioning decision. What Actually Caused the Drop The BiCS10 announcement had almost nothing to do with the selloff. The new 10th-generation 3D NAND chip launched on the same day the stock fell 14%. The market did not sell SanDisk because the product is bad. It sold because a stock up 858% year to date has no margin for error when sentiment shifts, regardless of what is on the press release. Three things hit simultaneously. The June jobs report printed 57,000, well below expectations, with prior months revised down 74,000 combined. Weak jobs data raises the question of whether AI capex cycles slow. That question, even when premature, is enough to trigger profit-t

$SanDisk Corp.(SNDK)$  let's see if it breaks 1800 by Thu. 

$MU$   Summary Micron Technology, Inc. delivered a record-breaking quarter with Q3 FY26 revenue of $41.5B, up 346% YoY, and non-GAAP gross margin surging to 84.9%. MU's growth is powered by AI data center demand and transformative long-term take-or-pay contracts, securing ~50% of revenue and reducing cyclicality. Management guides for $50B revenue next quarter and $30B in free cash flow for Q4 FY26, fully funding aggressive CapEx from operational cash generation. I estimate MU's EPS at $114 in 12 months, supporting a $1,725/share price target by July 2027 at 15x P/E, with upside potential if growth outperforms.

What if Burry was right this time🥹 

Who knows better than Lepold and a skilled shorter Micheal Burry ? 

$SanDisk Corp.(SNDK)$  is a large us based semiconductor manufacturer and retailer of hardware. The recent high share price volatility reflects uncertainty of the outlook for this stock with high variability of forecasts for the value of equity. Further volatility is forecast with new high share price reflecting high profitability of operations 

Classic “buy the rumour, sell the news” playing out in real time. $SanDisk Corp.(SNDK)$ A new NAND node launch was never going to override positioning and macro-driven profit-taking after a massive run. What matters more is whether AI-driven storage demand actually keeps tightening supply over the next 2–3 quarters — that’s the real supercycle test, not a single product release. Right now this looks more like de-risking + rotation (especially after hot jobs data) than a thesis breakdown. But if DRAM/NAND pricing weakens alongside capex slowdowns, then the narrative gets stress-tested fast. Volatility like this is usually where the conviction gap shows up.

[Surprised]  [Glance]  [Smug]  

Just go to any electronic gadget stores and you will see how much the price of a 1TB SSD shoots up 400% due to high demand and few flash memory supply. No one knows whether this is just a phase of a revolution due to AI.  Last time flash drives was given as free bies when purchasing any electronic products but now its price becomes like a new gadget.  Lets see how it goes this coming week. Trade well😎

In a stock market environment with ambiguous directionality and persistent consolidation, capital flow data often serves as the primary reference indicator for traders because these data are more authentic than sentiment. In last week's market liquidity data, we discovered: capital is accelerating its flight from US stocks, especially the seven major tech stocks tracked by Goldman Sachs, where the traces of institutional capital withdrawal are already quite clear. Moreover, the overall net capital flow of individual US stocks is once again showing an expanding outflow. In the latest weekly data of institutional capital inflows and outflows for major seats compiled by Goldman Sachs, massive amounts of capital are fleeing US tech stocks, particularly the 7 star tech stocks: