To The Moon

$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ $Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ Samsung and SK Hynix have confirmed their next step is robotics. It's not just the memory cycle anymore. They're building more than just memory now.

$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ $Invesco QQQ(QQQ)$ Korea will spend 1.3 trillion on new data centers and AI, which will need more memory. They said the shortage will last until 2035.

$Alibaba(BABA)$ Baba will bounce, then stabilize and then grind higher. I think the bottom is in. If it retests the low $90s, it should bounce back quickly.

$Roundhill Memory ETF(DRAM)$  Looks like another potential buying opportunity tomorrow.

$Celsius Holdings, Inc.(CELH)$ $SPDR S&P 500 ETF Trust(SPY)$ $Micron Technology(MU)$ $Advanced Micro Devices(AMD)$ $Intel(INTC)$ Celsius Holdings stock is above $130. The product innovation pipeline—new hydration powders, an essentials line, and zero-sugar offerings—catches the wellness trend, supporting premium pricing and margin expansion. Margins are recovering, with explosive profitability potential: after any temporary disruptions, operational efficiencies and scale should drive strong earnings growth, with analysts forecasting over 20% annually.

$Micron Technology(MU)$ Micron is already looking to the next generation of memory and cross-vertical integration. It's investing in products and processes to expand its footprint. I'd expect MU to use its recent free cash flow to invest in complementary businesses that could reduce its dependence on core memory. We're just at the ground floor of significant upside potential as they protect their base business and grow dynamically. MU should trade north of $2,000 by December... probably around $1,400 by the end of July as we approach another fiscal year-end. I do anticipate some profit-taking along the way, as many with a low cost basis in this trade will want to de-risk. But the overall flavor here is... we're going higher.

To understand the next leg of the $Micron Technology(MU)$  cycle, you don't just look at Micron — you need to map the stack beneath it. Advanced memory isn't a standalone process anymore. It's a tightly coupled supply chain where each layer captures part of the AI-driven demand surge. Key downstream and enabling players traders are watching: $Taiwan Semiconductor Manufacturing(TSM)$  → foundational wafer fabrication under the memory stack $Amkor Technology(AMKR)$  → advanced packaging that turns stacked dies into usable high-bandwidth products $Adeia(ADEA)$  → hybrid bonding IP layer enabling denser HBM

600Million dollars each day. Amazing products and R&D is hard at work on the next generation.

If Jeremy Grantham were positioning for today's market, this is the kind of basket you might expect: $Micron Technology(MU)$  - a leader in the memory cycle, with strong profitability and an AI-driven demand tailwind. $SoFi Technologies Inc.(SOFI)$  - a fintech scaling story with improving unit economics and an expanding deposit base. $Tesla Motors(TSLA)$  - a vertically integrated leader across EVs, energy storage, and autonomy. $Applied Optoelectronics(AAOI)$  - optical transceivers, a beneficiary of high-speed data infrastructure buildout for AI. $Ondas Holdings

$Micron Technology(MU)$ Had to make a decision. Made the right one.