To The Moon

A former SK Hynix employee noted that Nvidia upgrades its GPUs very aggressively, and HBM has to advance at the same pace. I want to make clear that the argument for the big three being replaced by cheaper memory is one of the most flawed out there. Look at Samsung, SK Hynix, and Micron themselves. They constantly have to improve to keep up with higher complexity and demand, for example, to maintain compatibility with Nvidia's future products. What makes anyone think that another company can just randomly pivot to memory and outperform their products in such a short time? It's not just that CXMT can't make a real dent in memory supply and demand. Even domestically, no company can pivot to memory at this point to give Micron any real turbulence. I think people are just having a hard time gr

$SanDisk Corp.(SNDK)$ Almost every one of my close colleagues, and most of the people around me, are invested in memory stocks. Most of them are in Sandisk and/or Micron. These are by far the most popular stocks.

$Micron Technology(MU)$ Micron just became the most traded stock in the U.S., and that volume spike is telling. From a trading desk perspective, this is pure flow dominance. Number one most traded in the U.S. Volume spike across all sessions. Heavy options and equity activity. AI memory theme driving attention. When a stock leads all flow like this, it's usually at the center of multiple narratives at once.

$Micron Technology(MU)$  Micron is starting to look like it could out-earn some of the Mag 6 names next quarter, and that's a significant shift in narrative. From a trading perspective, this is earnings power moving upstream. Strong forward earnings momentum AI + memory tightness driving growth Relative strength vs mega-cap tech Cycle turning into leadership When a cyclical name starts competing with mega caps on earnings, the market has to re-think where growth is actually coming from.

It looks like the geopolitical and inflation concerns are being priced in. $Micron Technology(MU)$  (Micron) could become the new $SPDR Gold ETF(GLD)$ , the new BTC.X, ETH.X—memory is now both a hedge and a source of alpha. Whether it's inflation or geopolitical issues, $Micron Technology(MU)$  will make money. It's not a commodity anymore; it's the bottleneck now. Just like $NVIDIA(NVDA)$  stopped being a pure mining play or a gaming stock and became the god of AI. We all know intelligence requires memory, and now that paradigm has shifted to AI silicon intelligence. Memory equals intelligence. As in biol

$Micron Technology(MU)$ Multi-year contracts with guarantees. That never happened in the old days. AI changes that. $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ 

$Micron Technology(MU)$  I'm expecting a 10% jump after earnings, another 10% tomorrow, and then $1300 by Friday. Can the next ER be premarket? Time is moving so slow today.

$Micron Technology(MU)$ Grok recommended Micron to me at $80, and it's still his top pick among the 20 Nasdaq stocks I've narrowed it down to.

$Micron Technology(MU)$ The memory giants have essentially shifted from cyclical “commodity names” to trillion-dollar infrastructure pillars. Combined market cap in 2016: around $254B Combined in 2026: around $4.1T Samsung: $204B → $1.5T SK Hynix: $26.2B → $1.3T Micron: $24.1B → $1.3T What's changed isn't just scale… it's their positioning in the AI stack. Memory is no longer just a cost center; it's become a bottlenecked input for every AI system being built. And when supply becomes structurally tight, pricing power doesn't behave like a normal cycle anymore. People still talk about semis as if it's the old-cycle cyclicality. The market is clearly pricing something very different.

$NVIDIA(NVDA)$  looks like it mostly bottomed out near that line this week. $Micron Technology(MU)$  will likely pull the entire $Philadelphia Semiconductor Index(SOX)$  up. $Micron Technology(MU)$  went up a lot over the last two trading days, but I think there's more room to go this week.