$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ First we had blowout MU earnings. Then blowout STX, SNDK, and WDC earnings. All the hyperscalers reiterated capex spending. Every memory company has talked about issuing massive buybacks and dividends from FCF. Inflation came in cool. The Fed held rates steady. Musk says memory demand is growing 10x faster than supply. Each company says there's no visibility into when supply starts to normalize. The numbers being put out on expected margins and EPS through the rest of the decade are extraordinary, along with how much supply is already booked into 2027 and 2028. CXMT is quoting Apple the s

$Intel(INTC)$ The irrational fear of supply overhang is real. We just need Lutnick to come out and say the government will hold the shares for another 2 years, then we could see a 60-80% gain within a week of trading. Lip Bu is already working on it.

$Micron Technology(MU)$ The daily chart shows a flag forming, and it looks like a handle is developing within a cup-with-handle pattern. If there's any resolution to the Iran war, or even just some kind of deal that points toward one, this stock will likely break out and rally.

$Cerebras Systems(CBRS)$ For this earnings, it feels like there are only two possible outcomes for NVDA. Either they announce buying Cerebras to take out a competitor, or they lose the revenue. Cerebras has better technology than $Micron Technology(MU)$  and KORU. Analysts are predicting 300, but market makers appear to be naked shorting the shares, with pressure showing up in $Invesco QQQ(QQQ)$  as well.

$Roundhill Memory ETF(DRAM)$  Heavy call buying showing up for the Sept 18 $60 strike. Looks like someone is positioning for a memory bounce in the near term.

GF Securities raised Intel $Intel(INTC)$  back-end revenue forecasts to $1.1B for fiscal 2027 and $7B for fiscal 2028, citing better visibility in the company's AI packaging programs.

$Roundhill Memory ETF(DRAM)$ My calls are up almost 20% from the dip I bought this morning. Looking strong, should be an easy 30%. Could hit 100% if this breaks 55, holds it, and then moves up from there.

Pelosi bought Bloom Energy and Intel. 15K shares of $Bloom Energy Corp(BE)$  and 100 calls with $100 strikes expiring 6/17/27. 10K shares of $Intel(INTC)$  and 50 calls with $50 strikes expiring 6/17/27. The buys were made from July 24th to July 28th.

$Micron Technology(MU)$ Bouncing off support and trading sideways for now. It's coiled up, and I think it'll break above the $1,255 ATH soon.

$NVIDIA(NVDA)$ $Microsoft(MSFT)$ $Alphabet(GOOGL)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ AI server prices are set to jump 15%+ as memory costs surge, according to Bloomberg. The timing lines up well with earnings and forward guidance this week. Nvidia customers are reportedly being warned that AI server prices will rise more than 15% in many cases for systems shipping early next year, including Vera Rubin and Grace Blackwell. The increases will vary by chip generation and memory configuration, with surging DRAM costs from Micron, Samsung and SK Hynix d

$T-REX 2X Long DRAM Daily Target ETF(RAM)$ $Roundhill Memory ETF(DRAM)$ South Korean retail investors put $85.61 million (around ₩120 billion) into the Roundhill Memory ETF (DRAM) between August 14 and 20, making it their second-largest overseas purchase after Alphabet.

$CoreWeave, Inc.(CRWV)$ $Micron Technology(MU)$ 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.