To The Moon

$Micron Technology(MU)$ MU just announced a new advanced chip with 512 GB DDR5 for next-generation platform servers. It will be available next year, and two companies are already checking it out. New facilities will manufacture this advanced chip, possibly in Idaho, Virginia, Clay NY, or Hiroshima, Japan. All will have big capabilities. A new facility was also just announced in India for overseas development and sales, while US facilities will sell to US companies. Demand will add to the 200% demand growth. We should see some action begin on Monday as we roll into the September 30 earnings day. I'm bullish on MU and want to see the momentum continue.

The tight consolidation span in the AI trade is bound to break soon, and despite the period of seasonal volatility for stocks being on our doorstep, we have a bias to expect the break to be to the upside. Take $Micron Technology(MU)$  for example. The stock has been gyrating between $900 and $1000 for months, but with momentum indicators moving higher from July lows, the Bollinger Band width back to multi-year lows, performance relative to the market regaining a positive slope, a fundamentally strong backdrop, and the period of seasonal strength for the stock upon us, there are more signals to bet for a breakout than a breakdown. $VanEck Semiconductor ETF(SMH)$ 

If I had to pick two people at the frontline of technology, it would be Jensen Huang and Sanjay Mehrotra. There's probably no other company besides $NVIDIA(NVDA)$  or $Micron Technology(MU)$  where I genuinely feel comfort and confidence through their CEOs.

$Vertical Data Inc.(VDTA)$ A $192 million AI infrastructure commitment has been announced. It includes 1,024 NVIDIA B300 Blackwell Ultra GPUs, a binding take-or-pay structure, and a global AI developer, with a targeted launch in Q1 2027. The float is only around 5.9M. AI infrastructure money is getting real.

$Avnet(AVT)$ I have to laugh at how overdone this pullback is. It is down by a larger percentage than MU. That feels like a joke, and at the same time it looks like a real opportunity to get into this undervalued name.

$NVIDIA(NVDA)$ $Micron Technology(MU)$ So humans won't be ruled by ET, but by AI instead? lol

$Micron Technology(MU)$  For shorts and sellers, every major company including the Magnificent 7 has already committed and raised billions for AI infrastructure. Nothing is going to change that.

$Micron Technology(MU)$ $Intel(INTC)$ $Bloom Energy Corp(BE)$ $Corning(GLW)$ The AI buildout still has years to go. Shorts might get some small wins on pullbacks every now and then, but long term holders should be fine. The AI wave is just too powerful to stop or pull the plug on at this point.

$Micron Technology(MU)$  In my view, MU looks like a gold mine. I'm long on MU and I plan to keep holding it for the long term. The overall trend has been pushing MU's price up significantly, and I think it could break its 52-week high in the near future.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $NVIDIA(NVDA)$ $Alphabet(GOOG)$ Got all my entries. Time to rip.