To The Moon

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $NVIDIA(NVDA)$ $Marvell Technology(MRVL)$ We're getting TSMC's sales update for June.

$Micron Technology(MU)$ I've mentioned this before, but $NEBIUS(NBIS)$  looks like it could emerge as a significant AI infrastructure growth story, similar to the recent moves in MU. The company reported over 684% year-over-year revenue growth, has a backlog of roughly $50B for 2027-2031, and holds around $10B in cash, which has drawn interest from growth-focused investors. With demand for AI compute and infrastructure still rising, NBIS is in a market with solid long-term tailwinds. From a technical perspective, some are watching for a potential Wave 5 completion, which could lead to more upside if the current momentum holds. As the AI infrastructure cycle plays out,

$Micron Technology(MU)$  It should be at 1250 and heading higher.

$Micron Technology(MU)$ I was thinking about how SK Hynix's potential Nasdaq listing could impact Micron. It's often about the broader theme—investors tend to look at the whole "AI memory" sector rather than just one stock. If SK Hynix lists with a high valuation, it could set a new benchmark for what an HBM company is worth. That might lead analysts to re-evaluate and potentially raise price targets for Micron to align with that new sector valuation. It's a classic sector re-rating scenario. On a related note, Samsung is scheduled to report its Q2 2026 earnings around July 22 or 23 (KST), with preliminary guidance expected on July 7.

Bank of America is expressing high conviction that structural data demand—driven by cloud uploads, AI training and inference, and "physical AI"—will fuel an exabyte growth rate greater than 25% over the next three to five years. $Micron Technology(MU)$  $Roundhill Memory ETF(DRAM)$  $SanDisk Corp.(SNDK)$  $iShares MSCI South Korea ETF(EWY)$  $iShares Semiconductor ETF(SOXX)$ 

Bank of America's latest note on memory mentions demand is broadening across HBM, LPDDR5, eSSD, and SOCAMM, with supply remaining disciplined and potential shortage risks extending into 2027. The bearish arguments around META's capex and CXMT-in-AAPL seem like noise from this perspective. $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$  $Roundhill Memory ETF(DRAM)$  $iShares MSCI South Korea ETF(EWY)$  $Taiwan Semiconductor Manufacturing(TSM)$ 

$Micron Technology(MU)$  What's really striking here goes beyond the stock move itself. It's the sheer scale of the repricing in the forward revenue expectations. If you look back at August 2025, consensus models were pointing to around $50 billion in revenue for 2027. Now, as of June 2026, that figure has been revised up to about $235 billion for the same year. That's not a minor tweak; it's a fundamental reset in how the market is valuing memory demand driven by AI infrastructure, data centers, and overall storage needs. When you see estimates shift this dramatically, the price reaction tends to follow in cycles rather than a straight line.

$Advanced Micro Devices(AMD)$ We're about four weeks out from the next round of earnings. I think there's a good chance we'll beat analyst expectations again and put up a better report than last quarter in August. $Intel(INTC)$  $Micron Technology(MU)$  $NVIDIA(NVDA)$  $Qualcomm(QCOM)$ 

The first half of the year is officially closed, and the leadership board is heavily concentrated in AI and storage cycle winners. $SanDisk Corp.(SNDK)$  +857% - Sandisk $Micron Technology(MU)$  +303% - Micron $Intel(INTC)$  +278% - Intel $Western Digital(WDC)$  +271% - Western Digital $Seagate Technology PLC(STX)$  +250% - Seagate This is a textbook semiconductor and memory supercycle rotation. The strongest performance isn't random - it's clustered around storage demand, AI infrastructure buildout, and capex expansion. When leadership looks this concentrat

The new ETF $Tema Memory ETF(DISK)$  just launched, a pure play on the AI memory bottleneck. HBM, DRAM, NAND, storage—all sitting in the tightest part of the AI stack right now. Demand from training and inference is running ahead of supply. The basket includes $Micron Technology(MU)$ , Samsung, SK Hynix on DRAM, $SanDisk Corp.(SNDK)$  and Kioxia on NAND, plus $Western Digital(WDC)$  and $Seagate Technology PLC(STX)$  on storage. Timing matters here. The memory cycle is already tightening and pricing is improving. $Micron