To The Moon

$Micron Technology(MU)$ Rerating is in full force. I've updated my projections based on a conservative $144 EPS for 2027. Some sites have it at $200, but not all of them show that, so for now I'm just using the one from finviz. I'll update as new data comes along. Currently trading at around 8x.

$Micron Technology(MU)$ As investors look for the next big AI beneficiary after NVIDIA, Micron has emerged as a strong contender. The company's transformation into a key AI infrastructure supplier, backed by surging AI-driven HBM demand, explosive revenue growth, expanding margins, strong cash generation, and its Anthropic partnership, provides multiple catalysts for significant upside. With AI adoption still accelerating, Micron is positioned to play a leading role in the next phase of the AI boom and deliver additional upside for investors.

$Roundhill Memory ETF(DRAM)$  DRAM is an emotional roller coaster.

130Resistance was tested and held again. Mag7 took a beating today, looks like Wall Street isn't thrilled with huge capex or consumer product price hikes. They seem to prefer cyclical demand pressured by supply constraints, but delivered with blowout earnings. Intel CPU demand already exceeds supply constraints. Intel 18A-P risk production has started. Intel's capex looks under control. Now, Intel just needs to deliver a blowout Q2 ER, then the sky's the limit.

Following its earnings, Micron is getting a wave of price target upgrades across Wall Street. Melius raised to 2200, while DA Davidson, Barclays, and Susquehanna all hiked to 2000. Morgan Stanley went to 1200 and Goldman to 1100. Erste Group also upgraded $Micron Technology(MU)$  from Hold to Buy. The momentum here is significant.

$Roundhill Memory ETF(DRAM)$ There is absolutely, positively, mathematically, spiritually, cosmically no possible way that $Micron Technology(MU)$  and $SanDisk Corp.(SNDK)$  could ever experience the biggest crash in modern history. Impossible. Out of the question. They've permanently transcended business cycles, valuation, competition, and the laws of financial gravity. AI. HBM. Compute. Hyperscalers. Paradigm shift. Flywheel. Moat. That's all the proof anyone could ever need. If you disagree, you simply haven't unlocked the higher cognitive frequency required to understand this level of enlightened investing.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ AVGOMONEYTo be made here until at least 2028. AI driven high demand and tight supply.

$Roundhill Memory ETF(DRAM)$ Ready for the next earnings report. Hoping for more gains.

$Micron Technology(MU)$ This is just the start. In one quarter, it's 41 billion. The next one is 50 billion. The stock price should be at $2000 before December.

$Micron Technology(MU)$  If we don't see a sell-off, we could hit new highs tomorrow. We're in gap territory now, with a fill around 1220.