To The Moon

$Micron Technology(MU)$ It feels like every company keeps talking about being short on compute these days.

$Micron Technology(MU)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ I would argue more money is leaving the market right now than coming in. Institutions are using the media to generate or emphasize certain headlines to move the market and trip algos to get the effect they want. Looking at the chart with oil futures or /CL and IWM, the correlation was striking. The volume in IWM was massive to the downside, but not the upside. The same holds true for QQQ and SPY. It sure seems like the closer we get to the elections, the more selling at the top we get. We have an administration fixated on oil while running on the claim it's too expensive. Fixa

$NVIDIA(NVDA)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ $iShares Semiconductor ETF(SOXX)$ Jensen Huang mentioned that Blackwell GPUs could remain useful for seven or eight years, and he expects Vera Rubin to have a similar lifespan.

$SpaceX(SPCX)$ Musk's A.I. push still looks like it's in its early stages. I'm long $Bloom Energy Corp(BE)$  $NVIDIA(NVDA)$  $Micron Technology(MU)$  $Intel(INTC)$  here.

$Micron Technology(MU)$  $Roundhill Memory ETF(DRAM)$ If you don't buy the stock, Micron will. Period.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ When you zoom out from 2022, the trend is clear. Every pullback in tech has been an opportunity to buy. Last week looks like it will prove the same.

$Micron Technology(MU)$  Rare to see bears getting nervous on a Sunday. Shorted? Bought puts? Both?

$Micron Technology(MU)$  $SUPER MICRO COMPUTER INC(SMCI)$ $Credo Technology Group Holding Ltd(CRDO)$ $NVIDIA(NVDA)$ Putting money into Elon Musk's vendors looks like one of the smarter moves out there. Musk's xAI, Tesla, and SpaceX should keep growing, though the valuations are already on the higher side. If Musk turns out to be right, and I don't really doubt him, I think his group of companies will be worth well over $50 trillion in twenty years, and these companies and more will follow that success.

$Micron Technology(MU)$ I like to keep adding at key levels, but not aggressively.

$Micron Technology(MU)$ Selling at a loss here is going to sting later. This looks like more of the same market manipulation, shaking out leveraged positions again. I think longs get rewarded by end of year, if not sooner.