$Micron Technology(MU)$  Rare to see bears getting nervous on a Sunday. Shorted? Bought puts? Both?

$Micron Technology(MU)$  $SUPER MICRO COMPUTER INC(SMCI)$ $Credo Technology Group Holding Ltd(CRDO)$ $NVIDIA(NVDA)$ Putting money into Elon Musk's vendors looks like one of the smarter moves out there. Musk's xAI, Tesla, and SpaceX should keep growing, though the valuations are already on the higher side. If Musk turns out to be right, and I don't really doubt him, I think his group of companies will be worth well over $50 trillion in twenty years, and these companies and more will follow that success.

$Micron Technology(MU)$ I like to keep adding at key levels, but not aggressively.

$Micron Technology(MU)$ Selling at a loss here is going to sting later. This looks like more of the same market manipulation, shaking out leveraged positions again. I think longs get rewarded by end of year, if not sooner.

$Micron Technology(MU)$ Ben Horowitz said Amazon CEO Andy Jassy told him the company's AI compute capacity is sold out beyond 2028, and he thinks that kind of shortage makes this fundamentally different from the dot-com bubble. He described the situation as a severe supply crunch. Horowitz said he spoke with Jassy and mentioned being out of everything through 2028, and Jassy responded that it actually extends beyond 2028, with supply possibly not becoming available again until the end of 2028 or later. Horowitz also noted that having supply in the middle of a major shortage is an advantage, and that this is very different from the internet bubble. Back then, demand wasn't there because the infrastructure had to be built first, people needed bro

$Micron Technology(MU)$ It's just rotation. Money will likely flow out of value stocks and Mag 7 into AI soon. Watch and learn.

$Micron Technology(MU)$ Oof, shorts are in trouble. Power hour. $NVIDIA(NVDA)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ 

$Intel(INTC)$ Formed a Hammer right at support and looks ready for a reversal toward 107. Worth following the price action here. A lot of stocks are near the 100 EMA, like $NEBIUS(NBIS)$  $Micron Technology(MU)$  $Marvell Technology(MRVL)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ , which should see a breather and push higher after the gap down.

$Micron Technology(MU)$ Institutions rarely show their buy and sell orders on L2 since they can hide them until the actual transaction hits Time and Sales. That said, my Fidelity L2 and Robinhood L2 ladder are both showing some large institutional buy orders sitting right below the market. If someone wants to sell into that buy wall, that's their call.

$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ Dan Ives thinks the KOSPI selloff has gone too far and sees the index getting back to around 9,000 within six to 12 months, and 35,000 by 2029. He also expects the global memory-chip shortage to last until early 2029, saying investors are underestimating how big this market is. On the China angle, he says South Korean chipmakers are still at least three years ahead of names like CXMT, and he is not buying the concerns about China's tech progress. $SK hynix(SKHY)$  $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$ 

$Micron Technology(MU)$ People forget we have a deal with ANTHZZX.P. Looking for a reversal if the numbers come in strong.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ SanDisk gets there first, then Micron $3K.

$Micron Technology(MU)$ Closed just below the 50 EMA and just below the wedge line. We'll see if it reclaims that level or breaks down. Longer term I think it's heading higher, but there could be a short-term pullback toward the 100.

A selloff isn't the same as a broken thesis. Red days test conviction. Fundamentals are what build wealth. Here is what we are holding: Record-breaking earnings and strong guidance. AI demand driving a historic memory expansion. Tight memory supply and growing customer commitments. A massive $35B share buyback authorization. Memory is becoming essential infrastructure for the AI revolution. Yes, competition exists. Yes, volatility hurts. But a falling share price doesn't automatically mean a deteriorating business. The market is trading fear. I'm watching fundamentals. Conviction isn't built on green days. It's tested on red ones. $Micron Technology(MU)$  — the story isn't over.

$Micron Technology(MU)$  CPI data and the Warsh speech are on the calendar this week. It feels like there's always something meant to keep people on edge. No reason to overreact. Just taking it easy and staying patient.

$Micron Technology(MU)$ The 964 to 992 area looks like an important range that needs to hold. That's based on the Fib .382 retracement level and the measured move price projection.

$Micron Technology(MU)$ If the CEO put out a press release on Dec 9 saying that on Dec 11, if the price is below $1100, Micron would use the $35B earmarked for buybacks to buy until it reaches $1100, what would happen? I think the price would go to $1100, and Micron wouldn't have to spend a dime. Then on Dec 16, the CEO could put out another press release saying Micron will buy any shares below $1200 on Dec 18. Maybe they'd have to buy 1 million shares to get there, no problem. Do the same thing again the next week for $1300. Let's say the price gets to $1300 without Micron having to do anything. Micron could sell the million shares little by little and book the $100M profit, and they're back to the $35B buyback cash pile. Keep repeating until

Hey SNDK. How many double bottoms are needed here? This isn't even a pause level. Now that the OpenAI thing looks like it was just an estimate error, the regular Uptober buying opportunities can resume. $Micron Technology(MU)$  $Taiwan Semiconductor Manufacturing(TSM)$  $Advanced Micro Devices(AMD)$  $iShares Semiconductor ETF(SOXX)$  and others too.

$Micron Technology(MU)$ This looks like it has been bottoming on the weekly. I would be careful with shorting here, and locking in some profits seems reasonable.

$SpaceX(SPCX)$ Plenty of banks and corporate debt buyers are clearly betting on the AI boom. $NVIDIA(NVDA)$  $Taiwan Semiconductor Manufacturing(TSM)$  $Micron Technology(MU)$  $SK hynix(SKHY)$