$CoreWeave, Inc.(CRWV)$ $Micron Technology(MU)$ Michael Burry has lost so much credibility as a perma bear that his short announcements basically read as bullish signals now.

$Roundhill Memory ETF(DRAM)$ Samsung's board of directors is meeting today, with the core agenda being to approve and finalize the shareholder return package.

$Micron Technology(MU)$ Bears who don't understand the fundamentals keep getting caught on every dip.

$Micron Technology(MU)$ USAEquityResearch Up 956.84, or 2.10%. Trend is cautiously bullish. RSI (14) at 69.3, strong momentum and getting close to overbought. MACD is bullish, above the signal line and rising. Volume is below average. Key levels: resistance at 1,011.75, support at 739.00. 20-MA at 893.08, 50-MA at 962.69. Fundamentals: P/E (TTM) 21.6, forward P/E 6.2. FCF $7.64B. Total debt $6.38B, D/E 6.33. Options expiring 2026-08-24: ATM IV 47.5%, skew +3.2% put-heavy. P/C ratio 0.55, bullish lean. Max pain 940.00. Call wall 960.00, put wall 955.00. Educational content only. Not financial advice.

$Roundhill Memory ETF(DRAM)$ The SK share buyback is getting a strong reception, and my SKHY position is moving again. The new South Korea ETF legislation could also be helping the KOSPI stabilize a bit.

$Micron Technology(MU)$ That was easy. All that bear talk. Let's go bulls.

$Roundhill Memory ETF(DRAM)$  This is where things are heading. Data centers are growing exponentially, and chip stocks should keep benefiting from that demand.

It trades at roughly a 38% premium to ticker 000660 based on tokenized swaps. The 40T KRW buyback is projected to repurchase 20.7 million shares within 4 months. I haven't seen any stated limit on how many shares they can buy per day, but I assume there is one. Over the previous 3 months, net 15 million shares to the upside and the stock went up 228%. The last month saw net 50 million shares and the stock dropped 50%. I assume $SK hynix(SKHY)$  will buy more shares up front and less as the price goes up. I also assume they do not plan to buy much above 1.66M KRW per share. This is why the ADR is not moving up as much as the base stock on the tokenized exchanges. The ADR will not be bought. $Roundhill Mem

Sold $Roundhill Memory ETF(DRAM)$  and moved the funds around: 60% into $ProShares Ultra Semiconductors(USD)$  and 40% kept as cash. Hoping the chart cooperates, but if a double bottom shows up on the daily timeframe, I'm ready to add more USD.

$Rum Group Inc(RUM)$ $Reddit(RDDT)$ Rumble is turning into the Nancy Pelosi trade of the Trump Administration. Half the Trump team personally own this stock. I don't care much for politics, but the setup looks too obvious for a 3-4x. VP JD Vance has 10% of his portfolio in Rumble. $Intel(INTC)$ 

$Roundhill Memory ETF(DRAM)$ Heck of a day. I figured they were going to shake it out, and they always do. Good day to harvest premium. Very aggressive dip buying going on. Volatility is rising, sitting at 72% with volume at 384.84k contracts, which is 106% of average. Put call ratio is 0.49. That's a pretty aggressive signal that participants expect the market to rise. It's a very odd market in dram options. It looked like institutions and big money are defending the $60 call ceiling at the Aug 21 expiry and moving their calls to 62 and 64 the next week, then to 65 and 70 after that. Hard to say before the exchange batches today's action, but it should be clearer after. My read was there's no way they were going to assign calls at 60. What t

$Rum Group Inc(RUM)$ $Meta Platforms, Inc.(META)$ $Advanced Micro Devices(AMD)$ $Webull Corp(BULL)$ $Intel(INTC)$ Bulls today with every stock I own. And I'm a bull.

$Roundhill Memory ETF(DRAM)$ Started a position. Might nibble more... memory

$Roundhill Memory ETF(DRAM)$  Grateful for this dip. I sold some covered calls earlier, which quickly went underwater, but I was able to get out today ahead of the expected bounce.

$Micron Technology(MU)$ This is the cheapest, most profitable and fastest growing company listed on any exchange. They are going to generate over $130 billion in free cash flow next year, have no debt, and will begin a King Kong size buyback in December. The only short thesis is posting dumb memes, no logic or fundamentals.

$Micron Technology(MU)$ Expecting a pullback soon, but I still like it long term. $Roundhill Memory ETF(DRAM)$  seems like a way to spread the risk while keeping upside exposure.

$Micron Technology(MU)$ There's one gap above and two gaps below that still need to be filled. Which one gets filled first? Every previous gap on the chart has eventually been filled.

$Roundhill Memory ETF(DRAM)$ DRAM has added intraweek options expirations. Liquidity there is getting serious now, with real money moving in.

$Roundhill Memory ETF(DRAM)$ See what happens when the Korean stock market is closed? We rise. Those penny pinchers never let it fly, but they don't have a choice today.

$Micron Technology(MU)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Feels like those bears have turned into cows now, just hearing a lot of mooing out there. Am I right? $Roundhill Memory ETF(DRAM)$