To The Moon

$Micron Technology(MU)$ Earnings are packed over the next few days. $SK hynix(SKHY)$  the next day, Samsung Wednesday, and $SanDisk Corp.(SNDK)$  Thursday. Microsoft and Google also report Wednesday, so it's a heavy stretch.

$Micron Technology(MU)$ Up about 4% today after BofA reiterated their Buy rating. Short-dated call buyers are jumping in, but it feels more like a tactical play than a full trend shift. I'm seeing aggressive call sweeps in the 960 to 990 and 1200 to 1220 strikes, with a notable 2,300x Oct 28 $970C vs 338 OI on InsiderFinance. Momentum is strong, but those downside hedges are worth watching. Half of the $192M in options premium recently has gone into puts, mainly around the $850 to $900 strikes, so big players are still hedging. For anyone looking at longs, spreads or defined-risk setups seem like the more reasonable route. That Taoyuan union issue could keep things interesting.

$Micron Technology(MU)$  $SanDisk Corp.(SNDK)$ Crude oil is losing momentum here. Getting under $100 would be a monumental achievement when it happens. It's currently at $101.89.

$Intel(INTC)$ Price is holding above the 20 SMA and 9 EMA. The setup still looks bullish for now.

$Micron Technology(MU)$  Back on the right side of that bull/bear pivot.

$Intel(INTC)$ After all this time, whether ON ends up clearly green or clearly red is the only thing that matters. So many times a 3-4% move gets erased in either direction during extended trading. At this point I don't trust any of it. Even Intel was up 3-4% overnight and by the open it was only up 0.30%. It's a joke at this point, just another way for market makers to take money.

$Intel(INTC)$ Everyone when Intel was at 120: "Damn, I wish I would've added more. What can I do so I can get more?" Everyone at 85: "AI is a bubble, sell everything, going to 20." Secretly I'm laughing at the whole show.

$Micron Technology(MU)$  Friday closed at $872 with a high of $892. If it gaps over $892 and builds on that before the open, then we are looking at a minimum of $892 + $55 = $947-$950 for the next high, or $892 + $151.42, roughly $1050, in the most bullish scenario. The $151.42 is the average daily gain from the 6 most bullish days since May 1, 2026. Not dreaming, just statistics. Not rushing it either since I still need to add. If it is a diamond, it will shine.

$Micron Technology(MU)$ This should be back over $1000 soon, possibly even on Monday. A 5x PE is just ludicrous even if the revenue gets labeled cyclical. This is a cash-generating machine with a massive backlog and pricing power for the foreseeable future.

$Micron Technology(MU)$  From the end of this year through mid 2027 could turn into one of the biggest face-melting rallies ever. I'm holding through it.