$NVIDIA(NVDA)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Advanced Micro Devices(AMD)$ The market makers have conditioned us to expect strong earnings to get sold off. That sentiment could shift after Nvidia reports. Bulls are ready to take back the AI trade.

$Micron Technology(MU)$ I really don't get why sentiment is this bearish. They are literally printing money with no end in sight. Not sure where all the negativity is coming from.

$Micron Technology(MU)$ The company has sold out production for two years in advance, yet market makers are still pushing the stock around 5% either way on any small piece of news that has nothing to do with the company's strong sales.

Expecting another green Monday. Shorts are in a tough spot. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $Micron Technology(MU)$  $NVIDIA(NVDA)$  $Tesla Motors(TSLA)$ 

$Micron Technology(MU)$ Here's a simplified chart going back to March. The horizontal lines mark a couple of Fibonacci retraces. The Granite Shares and Defiance ETFs really blew out the chart in May and June, and the subsequent retrace was just as sharp. The Leverage Shares ETF (MUG) started moving on Thursday or Friday, but saw little to no volume. The more leveraged the ETF, the less volume and participant coverage each one gets. As many have learned with other targeted ETFs, no volume can leave you trapped if you build any position at all. Other than that, the chart shows a steady progression in the stock price as the algos remain in buy mode. Last week Micron and SanDisk did well, especially considering SOXL gave up 25% of its value.

$Micron Technology(MU)$ Nvidia's latest statement and Micron's news from last week seem to have been the trigger for Micron this week. Micron could really take off from here.

$Micron Technology(MU)$ Memory is the strategic infrastructure of the AI era.

$Ring(REI)$ Oil stocks are heating up. First $2, then $5 from here. The Iran war is pushing oil prices higher while the Strait of Hormuz remains closed.

$Micron Technology(MU)$ Treasury is doubling their buybacks to bring treasury rates down. The rising yields were what spooked investors recently. Now the president is live meeting with tech leaders and they're talking about winning the AI race. Micron is THE USA memory producer. The administration is pro Micron and their policies will lean positive for the stock. They also recently stated they are against allowing China's memory to degrade Micron's market share.

$Micron Technology(MU)$ Not a great day, but at least there is some relative strength.

$Micron Technology(MU)$  South Korea coming back. Sandisk, Micron, etc. should follow.

$Micron Technology(MU)$ Not a fan of days like this. But I guess it'll make that $2K feel a bit sweeter. I like Cramer, but his recommendations really do seem cursed.

$Micron Technology(MU)$ The U.S. government is pushing Apple to stop sourcing memory chips from China. Feels like this could be a pretty direct tailwind for Micron.

$Micron Technology(MU)$ Right at the 50-day moving average, the key thing is whether it can close above that level rather than seeing a derisking move by the end of the session. IV expansion in the options market is likely as we move toward earnings. The $SanDisk Corp.(SNDK)$  investor event came across as quite bullish when looking out to FY27, with a tighter market backdrop. Both names are attempting to break out here. Continuation is what matters. We are close to what could be the next rally.

$Micron Technology(MU)$ I'm not backing away from Micron. I'd rather crash and burn than sell. About two-thirds of my new car fund is in this at around $90, and I'm looking to exit at 1.5x to 2x within a year from now.

$SPDR S&P 500 ETF Trust(SPY)$ I call $Meta Platforms, Inc.(META)$ 's drop the "Switching Lanes In The Checkout Line" price action. Looks like some hedge fund needs cash to chase the AI move today, buying names like $SpaceX(SPCX)$ , $Micron Technology(MU)$ , or MSCI. They jump out and need liquidity, so as always, those become buying opportunities. Impatience from the Wall Street fast money crowd can make you a lot of money if you're able to wait. Patience is a trading skill.

$Roundhill Memory ETF(DRAM)$ Anyone have a thoughtful take on $Micron Technology(MU)$ , $SanDisk Corp.(SNDK)$ , and $SK hynix(SKHY)$ ? I get the sense we might just be consolidating before another leg higher.

$Micron Technology(MU)$  What looked like a head and shoulders pattern turned into one of the biggest bear traps I can remember.

Over $1T was wiped out from AI names, but the fundamentals underneath are telling a different story. $Micron Technology(MU)$  got crushed 13% in one session, yet DRAM prices kept rising and HBM demand remains strong. $Alphabet(GOOGL)$  raised 2026 capex while AI spending keeps accelerating. $Meta Platforms, Inc.(META)$  kept building despite the selloff. $NEBIUS(NBIS)$  fell from $300 to $148, while multi-year contracts pushed backlog past $40B. $IREN Ltd(IREN)$  dropped 40%, but its $9.7B MSFT deal kept moving forward. The AI buildout didn't stop. The pa

$Apple(AAPL)$ Apple is reportedly testing CXMT memory for future iPhones and MacBooks, but there is a major catch. U.S. restrictions reportedly prevent Apple from placing customized chip orders with CXMT, and CXMT's 2026 capacity is already fully booked. Even more interesting, CXMT pricing is reportedly approaching or even exceeding levels from major players like MU, SK Hynix, and Samsung. That raises a bigger question: if supply is already tight and pricing remains elevated, how much room is there for Apple to diversify its memory sourcing? It also gives the bears another angle to attack the memory thesis. But if Apple is actively exploring alternative suppliers, that may simply highlight how strategically important memory has become. Tight