To The Moon

$SK hynix(SKHY)$ $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$ $SPDR S&P 500 ETF Trust(SPY)$ Well, I'm done for the day. Decent gains over these two trading sessions. After-hours should be interesting. Sandisk and Amazon hyperscaler earnings are coming up.

$Micron Technology(MU)$ The put side is so thin on the far left that max pain is actually higher than what the chart shows. Under 950 would wipe out the biggest chunk of option buyers, since the call concentration sits right around where the graph turns green. Curious to see if MU can shrug off oil and bonds both climbing and push into a full call distribution above $900.

$SanDisk Corp.(SNDK)$ $Broadcom(AVGO)$ $Micron Technology(MU)$  Memory shortage to persist through 2030.

$Intel(INTC)$ We need them to do well and also for their price to hold. Everything that beats and raises guidance gets a spike up, then a spike down.

$Micron Technology(MU)$ Three straight green trading days point to potential continuation, especially with $SanDisk Corp.(SNDK)$  earnings coming up Thursday. MU still has plenty of room to keep moving higher if price wants it.

$Micron Technology(MU)$ A solid break and hold of 932 could take us to 953.60, then up to the gap at 978.50.

$Micron Technology(MU)$  I've been saying this the whole time. The CXMT stories are just scare tactics from short sellers.

$Micron Technology(MU)$ 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.