To The Moon

$Direxion Daily MU Bull 2X Shares(MUU)$  The latest analyst revisions show a major shift in how Wall Street is valuing Micron. The market is no longer treating the company purely as a short-term memory-cycle trade. Most analysts now believe AI demand, HBM growth, tighter supply and longer customer contracts could support stronger earnings for a longer period. The strongest signal is the concentration of targets between US$1,200 and US$1,625. This suggests many analysts still see further upside, even after Micron’s sharp rally. However, the wide spread between Goldman’s US$900 target and Susquehanna’s US$1,750 target also shows that uncertainty remains high. My view is cautiously bullish. The earnings outlook appears strong, but expectations ha

$Direxion Bull(MUU)$   I was never affected by Friday’s sell-off because my confidence in Micron was never built on one trading day. Short-term price movement does not shake me when the bigger thesis remains intact. I understand that semiconductor stocks are volatile, especially when the market reacts emotionally, but volatility is not the same as weakness. That is why I bought 600 shares. I did not buy because I wanted a quick rebound. I bought because I believe Micron is positioned in one of the most important parts of the AI infrastructure cycle: memory. Everyone talks about chips and GPUs, but AI also needs DRAM, HBM, and storage. Without memory, the AI buildout cannot scale properly.

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$Micron Technology(MU)$