$SELLAS Life Sciences Group Inc.(SLS)$ I think a lot of the memory investors will be showing up here soon. $SeaStar Medical Holding Corporation(ICU)$  $PDS Biotechnology Corporation(PDSB)$  $Micron Technology(MU)$ 

The blue chip chip space is showing some very low PEG numbers right now. Best value in the market, despite the headwinds. $VanEck Semiconductor ETF(SMH)$  $NVIDIA(NVDA)$  $Micron Technology(MU)$  $SK hynix(SKHY)$  These are the top 15 chip stocks with big market caps, liquid, and the lowest PEGs — though I'm not sure how INTC has a PEG but no PE.

$Micron Technology(MU)$ 4.5x forward estimates. $38 billion in cash. Buyback in place. The reversal is going to be fast and fierce.

$Micron Technology(MU)$ 1100 incoming this week, for no other reason than the market making absolutely no sense. People on both sides try to justify the moves based on nothing but noise, and you can tell that's what's happening because the articles will come out saying the reason it ran to 1100 is the great earnings, then when it drops for three days straight, the reason becomes that the earnings weren't that great after all.

$Marvell Technology(MRVL)$ Showing some nice strength here. It was down worse than $Advanced Micro Devices(AMD)$  or $Micron Technology(MU)$  earlier and now it's leading them back up. If you can't handle this kind of volatility, you probably shouldn't have as many irons in the fire.

$Micron Technology(MU)$  At some point soon, the market makers won't be able to hold this back anymore. The pent-up pressure will be like a champagne cork. It's going to pop, and pop hard.

$Micron Technology(MU)$ Quick $30,000 profit on a 0dte bounce. $SanDisk Corp.(SNDK)$  is next. $SK hynix(SKHY)$  $Roundhill Memory ETF(DRAM)$  $Veritone Inc.(VERI)$ 

$Micron Technology(MU)$  Susquehanna just put out a $2,000 price target on Micron.

$Netlist, Inc.(NLST)$ Chuck Wepner, also known as the Bayonne Bleeder and the real-life inspiration for Rocky, once put Muhammad Ali on the canvas and lasted all the way to the end of the 15th round. Hong seems to be doing something similar with Big Tech while defending the company's patents. Samsung got dropped. $Samsung Electronics Co., Ltd.(SSNLF)$  Micron got dropped. $Micron Technology(MU)$  Now they are partners, and Hong is still standing. Start the car. We're going to the bank. We're millionaires.

$Seagate Technology PLC(STX)$ Stuck in a sideways range. Toshiba news is adding some pressure to storage stocks, and some of that sentiment is spilling into memory stocks, though they’re in a totally different segment with different technology. $Western Digital(WDC)$  $SanDisk Corp.(SNDK)$  $Micron Technology(MU)$  $Roundhill Memory ETF(DRAM)$ 

$NVIDIA(NVDA)$ $NVIDIA(NVDA)$ YE 2026 target for NVDA is $325. Base case $325, bull case $350–$375, extreme bull $400+, bear case $220–$250. The bullish side: Q2 revenue +106% YoY, Data Center revenue +117%, Q3 guide around $108B, Rubin ramp underway, AI infrastructure spending still massive, roughly $235B buyback authorization, and Street consensus target near $328. From around $234, a $325 base case works out to roughly 39% upside by year-end. $325 base, $375 bull, $235 on the downside. NVDA is still the dominant AI compute platform, and earnings are growing fast enough that the valuation stays surprisingly reasonable.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ With MU earnings coming up, I'd rather see these tickers drift lower than rally into the print just to get sold off after.

$Micron Technology(MU)$ Just 4 months ago, these were the price targets for June 2027.

$Micron Technology(MU)$ Bears like to hedge with maybe and might, but the earnings should be strong without a doubt.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $NVIDIA(NVDA)$ $SK hynix(SKHY)$ Trump's "Super Intelligence (SI)" branding looks like a net positive for Micron (MU) and SanDisk (SNDK). It signals continued, aggressive U.S. AI infrastructure expansion, not a slowdown. The terminology change doesn't affect demand directly, but the policy stance behind it does — Trump explicitly rejected new AI regulations and emphasized maintaining U.S. leadership. That supports hyperscaler capex, which is the core driver of memory demand.

$Micron Technology(MU)$  Really hoping for a 5-7% gap up on some good news, and if that happens I'm done with options for good, only 2-3x leverage ETFs from here on out.

$Micron Technology(MU)$ Micron is essential to the AI buildout. $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$  $NEBIUS(NBIS)$  $NVIDIA(NVDA)$ 

$Micron Technology(MU)$  The rerating in memory manufacturers is going to catch a lot of people off guard.

$Netlist, Inc.(NLST)$ $Micron Technology(MU)$ Heads up for Micron investors. Netlist holds a broad range of patents covering high-performance memory. For years, and in some cases close to two decades, companies like Google, Samsung, Micron, SK Hynix and others have infringed Netlist's patents, using its technology without any compensation. At the same time, there were also a series of attempts to invalidate Netlist's patents. Sometimes those efforts even crossed legal lines under favorable political conditions, with the apparent hope that Netlist, as a smaller company, would go bankrupt. That period now looks to be over. Netlist has not only successfully defended most of its patent portfolio, it i

$Micron Technology(MU)$  The ITC investigation has started. MU could turn this into a win-win for both themselves and $Netlist, Inc.(NLST)$ , as long as they don't get greedy or make poor decisions. Mehrotra needs to handle this well.