To The Moon

Looking at the daily chart, $Affirm Holdings, Inc.(AFRM)$  is attempting to break out. If EMA 4 holds at 74.26, watch for a possible move back to 85 to test resistance. The price action has been filling back towards the 85 level. Once this fill is complete, the rally will either stall or continue higher, with 85 being the key level to hold and turn into support. $SPDR S&P 500 ETF Trust(SPY)$  $Financial Select Sector SPDR Fund(XLF)$  $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ 

$SPDR S&P 500 ETF Trust(SPY)$ What if the market has already priced in the bad PCE data? A couple more possible rate hikes. That would make the bears pretty mad and poor. Micron's earnings tomorrow give a solid reason to consider buying the dip.

Reminder - $Micron Technology(MU)$  earnings are this Wednesday, 6/24. With the stock teasing new highs, this could be a make-or-break moment. I'll be watching. Options activity has been nuts.

$Micron Technology(MU)$ Seeing bullish flow showing up again today, and it's not the first time recently. Micron has always been one of those names where sentiment can shift quickly based on AI memory and DRAM cycle expectations. So when you see repeated bullish flow, it tends to get people's attention. That said, I always view flow the same way: it's interesting, but it's not the whole picture. What matters is whether it actually shows up in follow-through price action, not just prints hitting the tape. Still, when you keep seeing consistent bullish activity in a semi name like MU, it usually means someone is positioning ahead of something—whether that's cycle strength, pricing power, or just broader AI hardware demand. Worth keeping on the ra

$Invesco QQQ(QQQ)$ SPY.Gold may have bottomed, or it could be very close to a bottom. It appears to be at or near a cyclical low, suggesting downside risk might be limited from current levels.

$Micron Technology(MU)$ I've been holding since $80 a share and I think we might be entering the most exciting phase of this MU run. Trailing EPS is expected to go from $21.79 to over $40 this quarter. The next three quarters could bring it to $60, $80, and $100. With significant growth ahead in 2027 and beyond, I expect MU to command a high trailing P/E of 45+ (it's currently 53.5). This could result in MU moving $900 higher each quarter, potentially reaching $4730 a year from now. The main thing I'm looking for in the upcoming earnings is details on long-term contracts with major customers. If they lock in pricing for several years, ensuring 60-80% margins, then it's a straightforward hold with relatively stable returns.

$Micron Technology(MU)$  Sentiment has flipped pretty quickly lately, with a lot more bullish takes suddenly showing up everywhere. What I'm seeing: DRAM cycle expectations are getting re-rated. Memory names are back on watchlists after being ignored for a while. Both flow and sentiment are improving at the same time. It feels like one of those areas where positioning lags the actual cycle—fundamentals tend to turn first, then everyone rotates after. Not saying it's "obvious," just that the tone shift is hard to miss right now.

$SPDR S&P 500 ETF Trust(SPY)$  Just chillin watching the bears evaporate.

I keep coming back to $SanDisk Corp.(SNDK)$  and WDC. As long as these names stay strong, it's hard for me to call the AI cycle over. Memory was one of the first real leaders in this move, and one of the first areas where institutions actually got aggressive. What I'm watching: DRAM pricing as the core signal. Whether $Micron Technology(MU)$ , $SanDisk Corp.(SNDK)$ , and $Western Digital(WDC)$  maintain their leading structure. Memory being treated more as AI infrastructure input than a normal cycle trade. The next big test is pretty clear: $Micron Technology(MU)$&nbs

$SPDR S&P 500 ETF Trust(SPY)$ Job numbers are out and the market continues to move higher. All looks good.