To The Moon

$Micron Technology(MU)$  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.

I've probably spent more time researching $Micron Technology(MU)$  than I should have lately. The more I dig, the more I think the market is oversimplifying the story. Most people say, "AI needs more memory." That's true, but I don't think that's the real thesis. What excites me is the shift from humans using AI to AI systems working with other AI systems. Once autonomous agents start running around the clock, compute and HBM memory demand won't just grow, it'll compound. That's why I keep coming back to Micron. Maybe I'm early, maybe not, but this feels like one of those trends that could look obvious a few years from now.

Semis are still leading the tape. I'm watching key trend retests and the 9 EMA support across the top names. No signs of real distribution yet, so the trend remains constructive. $Intel(INTC)$  - holding the trendline, attempting to reclaim the 9 EMA, buyers still active. $Marvell Technology(MRVL)$  - coiling above support with controlled pullbacks, structure intact. $ARM Holdings(ARM)$  - momentum cooling but the trend is still valid, dip buyers are defending. $Micron Technology(MU)$  - behaving as a cycle leader, retesting the EMA zone without heavy selling pressure. As long as distribution stays absen

$Intel(INTC)$ $Marvell Technology(MRVL)$ $ARM Holdings(ARM)$ $Micron Technology(MU)$  These remain some of the hottest semiconductor names in the market. Right now, they are undergoing a healthy retest of key trendlines and the 9-day EMA on the daily chart. More importantly, there is still no sign of meaningful institutional distribution across these sector leaders. Until that volume signature changes, the broader upward trend remains firmly intact.

$Micron Technology(MU)$ INTC at 48x, MRVL at 78x, ARM at 134x. Strip away the noise and just look at the setup. One of these names is effectively sold out into 2026, potentially stretching into 2027, with pricing power expanding and margins hitting new highs—all while sitting at the most critical choke point in AI infrastructure: memory and bandwidth, the so-called "cognitive capacity layer." Everything else in AI scales only if this layer scales. And yet, on a relative basis, it's still trading at the cheapest multiple on the entire list. That's where the market inefficiency is starting to stand out.

Is Micron the next Nvidia? $Micron Technology(MU)$  In a recent report, Timothy Arcuri, a respected analyst at UBS, put forward this exact thesis. It sounds a bit surprising that a company long known for its cyclicality is now being called "the next Nvidia." What does Micron actually do? It manufactures very fast computing memory, mainly DRAM and also NAND. Lately, however, its most important product has been HBM, which goes straight into data center racks. As one of the three market leaders, Micron sells out its entire capacity within just a few months, allowing it to maintain an operating margin of 48%—an increase of more than 100% in just one year. This product has become its flagship in the data center world.

After the post-risk unwind, the market is clearly rotating back into undervalued AI exposure. I think the current leaders - $SanDisk Corp.(SNDK)$ , $Micron Technology(MU)$ , $NEBIUS(NBIS)$ , $Applied Optoelectronics(AAOI)$  - still have momentum as core AI infrastructure names continue to attract flow. But what's more interesting here is the second wave trade: beaten-down AI-relevant software names starting to re-rate. $Reddit(RDDT)$  stands out - not because it's already fully priced as an AI winner, but because the market is beginning to re-assign it int