To The Moon

The semiconductor industry has become the beating heart of the AI revolution, and few companies are benefiting more than $Micron Technology(MU)$ . Once viewed as a cyclical memory-chip manufacturer, Micron has transformed into one of Wall Street's most important AI infrastructure plays. Cover As Micron prepares to report its fiscal Q4 2026 earnings on September 30, expectations are sky-high. After a stunning year that saw the stock surge multiple-fold and its market value surpass the trillion-dollar mark, investors are now asking a simple but critical question: Can Micron continue to outperform, or are expectations finally too high? The Quarter Everyone Is Watching Micron enters earnings season with tremendous momentum. Earnings Day Has Arrived The

Memory Prices Up 500% — Bull Signal or Cost Warning? “Memory prices are up more than 500%.” That was enough to send memory stocks higher Thursday. $Micron Technology(MU)$   Micron gained 5.50%, SanDisk 6.21% and SK hynix 4.64%, while Intel jumped 7.67%. But there is an important detail investors shouldn’t overlook: The 500% figure describes what a buyer is paying — not necessarily what memory manufacturers are earning. $Intel(INTC)$   Intel CEO Lip-Bu Tan was describing the severity of the memory-cost increase from a buyer’s perspective. Other industry pricing data show much more gradual quarter-to-quarter increases in server and mobile DRAM, so the exact product, starting point and time

$Micron Technology(MU)$   $SK hynix(SKHY)$   Micron Earnings Will be a Key Catalyst The biggest catalyst for the DRAM ETF will be the upcoming Micron earnings, which will provide more color about the industry. These earnings are important because it is the third-biggest player in the HBM industry after SK Hynix and Samsung Electronics. It is also the biggest company in the fund. Estimates are that Micron Technology’s revenue and profitability growth accelerated in the fourth quarter. The average estimate is that its revenue surged to $51 billion in the quarter, up by 365% from a year earlier. Its earnings-per-share, on the other hand, i

$Micron Technology(MU)$   Investors are eagerly awaiting Micron Technology’s fiscal fourth-quarter earnings on September 30 to see whether the memory chip company continues to enjoy solid demand and pricing tailwinds. Ahead of Q4 FY26 earnings, BMO Capital analyst, Harsh Kumar, reiterated a Buy rating on MU stock with a price target of $1,300. The analyst is bullish on Micron, as he believes that “memory remains in a supercycle as demand trends continue to exceed supply through FY27.” Kumar ranks No. 9 among more than 12,500 analysts tracked on TipRanks. He has a 74% success rate, with an average return per rating of 46.9% over a one-year period. Kumar raised his Q4 FY26 revenue estimate by $2 billion. He also in

$SK hynix(SKHY)$ there's still room to grow

$Micron Technology(MU)$   Investors are eagerly awaiting Micron Technology’s fiscal fourth-quarter earnings on September 30 to see whether the memory chip company continues to enjoy solid demand and pricing tailwinds.  Ahead of Q4 FY26 earnings, BMO Capital analyst reiterated a Buy rating on MU stock with a price target of $1,300. The analyst is bullish on Micron, as he believes that “memory remains in a supercycle as demand trends continue to exceed supply through FY27.” Kumar ranks No. 9 among more than 12,500 analysts tracked on TipRanks. He has a 74% success rate, with an average return per rating of 46.9% over a one-year period. Kumar raised his Q4 FY26 revenue estimate by $2 billion. He also increased

Societe Generale has further expanded its US Stock 5x DLC shelf beyond the Magnificent 7 with a new $Micron Technology(MU)$ 5x Long DLC (OLUW), which has started trading on 25th September. This expansion to 5x Micron DLCs complements the existing 3x Long and Short Micron DLCs range to offer investors more choices in terms of leverage factors. With up to 5x leveraged and inverse exposure to Micron's daily percentage performance, investors can express their bullish or bearish views to capture opportunities in both directions of the market. In addition to the newly listed $Applied Materials(AMAT)$ , $Intel(INTC)$ , and $SanDisk C

$SanDisk Corp.(SNDK)$ as i predicted yesterday.  Liquidity sucked in and sucked dry.  Follow to find out weekly range  Enter 1600 this week 

Memory prices up over 500%. Does that still count as good news? A cycle view, and how I trade it with sell puts Written Thursday, 24 Sept (SGT). First, is the 500% number real? Mostly, yes. It depends on which chip and which price you look at. For the newest standard memory, DDR5 is up nearly 500% year on year. The spot market is even more extreme: DRAM spot prices have surged nearly 700% over the past year, according to a Bloomberg report from July. Contract prices, which is what big buyers actually pay, moved in huge quarterly steps. TrendForce measured conventional DRAM contract prices up 93% to 98% quarter over quarter in Q1 2026, with many DDR5 SKUs up 3.5 to 4 times and DDR4 kits roughly doubling. Even after all of that, prices were still rising in August. PC DRAM averaged a record $

Memory stocks have been one of the hottest parts of the AI trade, but Michael Burry is leaning the other way. Burry has continued to add to his bearish exposure on $Micron Technology(MU), even as DRAM pricing remains firm and AI-related demand stays strong. What makes the trade interesting is the timing: he is not shorting memory because the current fundamentals look weak. He appears to be betting that today’s strength eventually creates tomorrow’s oversupply. That is the core debate in memory right now. The bullish case is straightforward. AI servers need more HBM, more server DRAM and more enterprise SSD capacity. Hyperscalers are still expanding infrastructure, memory content per server keeps rising, and supply remains tight in several key categories. In that environment, strong pricing

Apple’s latest Mac update is about more than faster hardware. The new Mac mini and Mac Studio are being positioned as machines that can run AI agents, large language models and enterprise workflows locally. The high-end Mac Studio can support up to 512GB of unified memory, while multiple Macs can be linked together for distributed inference. Apple has even demonstrated four Mac Studios running a trillion-parameter model using a standard wall outlet. The more interesting part is how Apple is selling the economics. Cloud AI usually charges by usage. The more tokens a company consumes, the more it pays. Apple’s pitch is different: buy the hardware once, then keep running workloads locally without paying for every model call. That matters when AI usage becomes frequent. If an enterprise agent

US stocks surged today as a wave of positive news hit simultaneously, causing several major risk concerns that had previously weighed on the market to subside: 1) Signs of de-escalation in the Middle East. Supply concerns regarding the Strait of Hormuz eased and signs of shipping recovery emerged; the market began pricing in a reduction of the Middle East risk premium. 2) A window for renewed US-Iran negotiations. Trump expressed willingness to meet the Iranian president during the UN General Assembly; the market began betting on a diplomatic path reopening, significantly cooling expectations of further escalation in the Middle East crisis. 3) A sharp drop in oil prices. Brent crude briefly fell below $100 intraday, while WTI dropped to around $96. Lower oil prices offered a temporary repr

Everyone saw the headline. Intel CEO Lip-Bu Tan said memory prices have risen 5–7x, with supply constraints potentially getting worse. The market’s reaction was immediate: 📈 $MU +5.50% 📈 $SNDK +6.21% 📈 $SK Hynix +4.64% 📈 $INTC +7.67% But here’s the part I find more interesting: Who is actually benefiting from those higher prices? For memory manufacturers, rising prices can mean dramatically higher revenue and margins — especially when supply is constrained. For PC makers, phone companies and other hardware customers, it’s the opposite. They’re paying more for a critical component. That means the same 500%+ price increase can be interpreted in two completely different ways: 🟢 Bull case: AI demand is overwhelming supply, giving memory producers pricing power. 🔴 Risk case: Prices have moved s

3.2T and 6.4T solutions are showing up at ECOC 2026. The next AI bottleneck may be shifting from raw compute to connectivity. As AI clusters scale from thousands to hundreds of thousands of GPUs, one problem is becoming increasingly important: How do you move massive amounts of data between those GPUs fast enough — and without burning too much power? That is exactly why optical interconnects are becoming a bigger part of the AI infrastructure story. At ECOC 2026, Coherent showcased a 3.2T OSFP optical module as well as a 6.4T NPO optical engine designed for next-generation AI scale-up and scale-out networks. The direction is becoming clear: 800G → 1.6T → 3.2T And the upgrade is not just about higher headline speeds. The bigger shift is that optics are moving closer to the chip. As GPU dens

The three US indices closed Friday almost where they started. The $Dow Jones(.DJI)$ fell 0.18 per cent to 51,682.64, down 95.40 points on the day; the $S&P 500(.SPX)$ closed 0.17 per cent higher at 7,650.50, up 12.74 points; and the $NASDAQ(.IXIC)$ Composite closed 0.39 per cent higher at 26,522.54. It was a triple-witching day, with stock options, index futures and index options all expiring together and an index rebalancing on top, so volume was always going to be heavy. The calm at index level says very little; what was actually happening was money moving between sectors. The split between the indices is par

We have a cumulative surge of 500% in memory contract prices which span across DRAM, NAND Flash, and High Bandwidth Memory (HBM). This has transformed the semiconductor market into an extraordinary structural expansion. In the article we would like to discuss how to navigate the 500% memory supercycle, in terms of valuation, risks and what are some of the top stock picks investors can look into. 1. A 500% PRICE SURGE: IS IT STILL GOOD NEWS? In traditional memory cycles, a 500% rise in dynamic random-access memory (DRAM) or NAND Flash contract prices signalled an imminent market top. Historically, such violent price spikes triggered demand destruction among consumer electronics original equipment manufacturers (OEMs), rapidly followed by aggressive overexpansion of capital expenditures by m

$RAM 20260918 14.0 PUT$ assignment of put of $T-REX 2X Long DRAM Daily Target ETF(RAM)$ which is the 2x leverage of $Roundhill Memory ETF(DRAM)$

Short answer: **not automatically**. A 500% jump in memory prices can be good news for memory makers in the short term, but it is usually bad news for buyers, margins downstream, and often a sign that the cycle is getting stretched. Recent market data shows DRAM and NAND prices are still elevated, driven largely by AI infrastructure demand, but the pace of gains has started to slow from the sharpest months. What the price surge means - For memory producers such as DRAM and NAND suppliers, higher prices usually mean better revenue and stronger near-term profitability if supply is tight. - For electronics OEMs, server builders, and PC/device makers**, it raises input costs and can compress margins unless they can pass costs on to customers. - For consumers it can mean higher prices for PCs,

$Micron Technology(MU)$   Memory just gave us another reminder that this cycle is anything but normal. Intel's CEO warned that memory prices have risen more than 500% and shortages could worsen next year. The market immediately heard the supplier-side implication: extraordinary pricing power. MU jumped 5.50% to $977.50, while SNDK gained about 6.2%.  But there is an important distinction: 500% higher memory costs are fantastic for sellers. They are painful for buyers. And eventually, extremely high prices can become their own demand problem. 🔥 Why I Am Still Bullish The shortage thesis is getting harder to dismiss. AI servers require enormous amounts of memory, supply remains constrained, and Intel is now war

Short answer: **not automatically**. A 500% jump in memory prices can be good news for memory makers in the short term, but it is usually bad news for buyers, margins downstream, and often a sign that the cycle is getting stretched. Recent market data shows DRAM and NAND prices are still elevated, driven largely by AI infrastructure demand, but the pace of gains has started to slow from the sharpest months. What the price surge means - For memory producers such as DRAM and NAND suppliers, higher prices usually mean better revenue and stronger near-term profitability if supply is tight. - For electronics OEMs, server builders, and PC/device makers**, it raises input costs and can compress margins unless they can pass costs on to customers. - For consumers  it can mean higher prices for

The semiconductor industry has become the beating heart of the AI revolution, and few companies are benefiting more than $Micron Technology(MU)$ . Once viewed as a cyclical memory-chip manufacturer, Micron has transformed into one of Wall Street's most important AI infrastructure plays. Cover As Micron prepares to report its fiscal Q4 2026 earnings on September 30, expectations are sky-high. After a stunning year that saw the stock surge multiple-fold and its market value surpass the trillion-dollar mark, investors are now asking a simple but critical question: Can Micron continue to outperform, or are expectations finally too high? The Quarter Everyone Is Watching Micron enters earnings season with tremendous momentum. Earnings Day Has Arrived The

Memory Prices Up 500% — Bull Signal or Cost Warning? “Memory prices are up more than 500%.” That was enough to send memory stocks higher Thursday. $Micron Technology(MU)$   Micron gained 5.50%, SanDisk 6.21% and SK hynix 4.64%, while Intel jumped 7.67%. But there is an important detail investors shouldn’t overlook: The 500% figure describes what a buyer is paying — not necessarily what memory manufacturers are earning. $Intel(INTC)$   Intel CEO Lip-Bu Tan was describing the severity of the memory-cost increase from a buyer’s perspective. Other industry pricing data show much more gradual quarter-to-quarter increases in server and mobile DRAM, so the exact product, starting point and time

$Micron Technology(MU)$   $SK hynix(SKHY)$   Micron Earnings Will be a Key Catalyst The biggest catalyst for the DRAM ETF will be the upcoming Micron earnings, which will provide more color about the industry. These earnings are important because it is the third-biggest player in the HBM industry after SK Hynix and Samsung Electronics. It is also the biggest company in the fund. Estimates are that Micron Technology’s revenue and profitability growth accelerated in the fourth quarter. The average estimate is that its revenue surged to $51 billion in the quarter, up by 365% from a year earlier. Its earnings-per-share, on the other hand, i

$Micron Technology(MU)$   Investors are eagerly awaiting Micron Technology’s fiscal fourth-quarter earnings on September 30 to see whether the memory chip company continues to enjoy solid demand and pricing tailwinds. Ahead of Q4 FY26 earnings, BMO Capital analyst, Harsh Kumar, reiterated a Buy rating on MU stock with a price target of $1,300. The analyst is bullish on Micron, as he believes that “memory remains in a supercycle as demand trends continue to exceed supply through FY27.” Kumar ranks No. 9 among more than 12,500 analysts tracked on TipRanks. He has a 74% success rate, with an average return per rating of 46.9% over a one-year period. Kumar raised his Q4 FY26 revenue estimate by $2 billion. He also in

$SK hynix(SKHY)$ there's still room to grow

HBM4 Shortage: A Structural Supply Squeeze According to the Financial Times, the semiconductor industry is currently navigating its tightest DRAM market since 2017. (see below) This has been driven by an unprecedented reallocation of wafer capacity toward High Bandwidth Memory (HBM) for AI accelerators. Recent analysis indicates that finished DRAM inventories at industry leaders $Samsung Electronics Co., Ltd.(SSNLF)$ Samsung and $SK hynix(SKHY)$ have fallen below 10 days of supply, a critical threshold that signals a severe physical shortage rather than a typical cyclical uptick. This constraint is fundamentally structural - that is, the production of HBM4 consumes approx. 3x the wafer capacity of conven

Memory stocks have been one of the hottest parts of the AI trade, but Michael Burry is leaning the other way. Burry has continued to add to his bearish exposure on $Micron Technology(MU), even as DRAM pricing remains firm and AI-related demand stays strong. What makes the trade interesting is the timing: he is not shorting memory because the current fundamentals look weak. He appears to be betting that today’s strength eventually creates tomorrow’s oversupply. That is the core debate in memory right now. The bullish case is straightforward. AI servers need more HBM, more server DRAM and more enterprise SSD capacity. Hyperscalers are still expanding infrastructure, memory content per server keeps rising, and supply remains tight in several key categories. In that environment, strong pricing

Memory prices up over 500%. Does that still count as good news? A cycle view, and how I trade it with sell puts Written Thursday, 24 Sept (SGT). First, is the 500% number real? Mostly, yes. It depends on which chip and which price you look at. For the newest standard memory, DDR5 is up nearly 500% year on year. The spot market is even more extreme: DRAM spot prices have surged nearly 700% over the past year, according to a Bloomberg report from July. Contract prices, which is what big buyers actually pay, moved in huge quarterly steps. TrendForce measured conventional DRAM contract prices up 93% to 98% quarter over quarter in Q1 2026, with many DDR5 SKUs up 3.5 to 4 times and DDR4 kits roughly doubling. Even after all of that, prices were still rising in August. PC DRAM averaged a record $

Apple’s latest Mac update is about more than faster hardware. The new Mac mini and Mac Studio are being positioned as machines that can run AI agents, large language models and enterprise workflows locally. The high-end Mac Studio can support up to 512GB of unified memory, while multiple Macs can be linked together for distributed inference. Apple has even demonstrated four Mac Studios running a trillion-parameter model using a standard wall outlet. The more interesting part is how Apple is selling the economics. Cloud AI usually charges by usage. The more tokens a company consumes, the more it pays. Apple’s pitch is different: buy the hardware once, then keep running workloads locally without paying for every model call. That matters when AI usage becomes frequent. If an enterprise agent

We have a cumulative surge of 500% in memory contract prices which span across DRAM, NAND Flash, and High Bandwidth Memory (HBM). This has transformed the semiconductor market into an extraordinary structural expansion. In the article we would like to discuss how to navigate the 500% memory supercycle, in terms of valuation, risks and what are some of the top stock picks investors can look into. 1. A 500% PRICE SURGE: IS IT STILL GOOD NEWS? In traditional memory cycles, a 500% rise in dynamic random-access memory (DRAM) or NAND Flash contract prices signalled an imminent market top. Historically, such violent price spikes triggered demand destruction among consumer electronics original equipment manufacturers (OEMs), rapidly followed by aggressive overexpansion of capital expenditures by m

The three US indices closed Friday almost where they started. The $Dow Jones(.DJI)$ fell 0.18 per cent to 51,682.64, down 95.40 points on the day; the $S&P 500(.SPX)$ closed 0.17 per cent higher at 7,650.50, up 12.74 points; and the $NASDAQ(.IXIC)$ Composite closed 0.39 per cent higher at 26,522.54. It was a triple-witching day, with stock options, index futures and index options all expiring together and an index rebalancing on top, so volume was always going to be heavy. The calm at index level says very little; what was actually happening was money moving between sectors. The split between the indices is par

Wall Street staged a sharp rebound on September 17, just one day after the Federal Reserve raised interest rates for the first time in more than three years. The $S&P 500(.SPX)$ gained 1.14% to 7,637.76, while the $NASDAQ(.IXIC)$ Composite jumped 1.69% to 26,418.30, giving both indexes their strongest session in roughly six weeks. The $Dow Jones(.DJI)$ rose 0.61% to 51,778.04, while the Russell 2000 added about 0.6%. The rebound came despite the Fed raising its benchmark rate by 25 basis points to 3.75%–4.00% and signaling that more tightening could follow. Instead, investors found relief in two developments: T

On Wednesday $S&P 500(.SPX)$ closed 0.48 per cent lower, its third session in a row heading down. $Meta Platforms, Inc.(META)$ rose 6.55 per cent the same day to close at US$653.69. The whole market was backing away while one of the largest companies in it put on six and a half points, and those look like two unrelated things. They are one thing. What is holding the indexes down is rates: Brent crude moved back above US$100 for the first time in two months, the inflation print lands on Friday, the ten-year Treasury yield was pushed to 4.85 per cent and the thirty-year broke above 5.30 per cent. The Treasury stepped in that day and raised the cap on its buybacks of ten-

The emerging partnership framework between $SK hynix(SKHY)$ SK Hynix and $Intel(INTC)$ Intel Foundry represents a strategic shift in the semiconductor ecosystem, moving from modular component sourcing to deep hardware co-optimization. In this article, we would like to discuss how this collaboration can offer a critical proof-of-concept for Intel advanced packaging and foundry services, creating a pathway to capture non-wafer value even if front-end node transitions face steep competition. 1. The Structural Shift: Why Memory and Logic Are Merging The rapid scale of Large Language Models (LLMs) and real-time inference engines has exposed the limitations of traditional chip architecture. In standard computin

$Micron Technology(MU)$   Memory just gave us another reminder that this cycle is anything but normal. Intel's CEO warned that memory prices have risen more than 500% and shortages could worsen next year. The market immediately heard the supplier-side implication: extraordinary pricing power. MU jumped 5.50% to $977.50, while SNDK gained about 6.2%.  But there is an important distinction: 500% higher memory costs are fantastic for sellers. They are painful for buyers. And eventually, extremely high prices can become their own demand problem. 🔥 Why I Am Still Bullish The shortage thesis is getting harder to dismiss. AI servers require enormous amounts of memory, supply remains constrained, and Intel is now war

The three indices closed Wednesday along two different paths. The $Dow Jones(.DJI)$ fell 1.21 per cent to 51,461.90, losing 631.21 points on the day; the $S&P 500(.SPX)$ closed 0.45 per cent lower at 7,551.81, a third consecutive fall; and the $NASDAQ(.IXIC)$ Composite barely moved, closing 0.01 per cent lower at 25,978.42. The Federal Reserve raised rates by 25 basis points that afternoon. All three had been higher before it did, and the turn began with the decision and the press conference. The target range for the federal funds rate went up to 3.75-4 per cent, from 3.5 per cent to 3.75 per cent before, with

One of today’s more interesting semiconductor stories is not about a new GPU or a new AI model. Reuters reported that SK hynix is in exploratory talks with Intel about producing memory chips in the U.S. for the first time. One option under discussion is for SK hynix to use part of Intel’s Ohio fab capacity. Another possibility is a joint structure involving SK hynix, Intel and potentially major cloud customers. The talks are still at an early stage, and there is no final decision yet on product scope, investment size or structure. What makes this interesting is that this is not simply another “chipmaker builds in America” story. SK hynix already has a U.S. footprint, including its advanced AI-memory packaging project in Indiana. If front-end memory production also moves closer to U.S. cust

Recently, YXT.com Group Holding Limited ( $云学堂(YXT)$ ) entered into a partnership with Modern Dairy, a leading company in China’s dairy farming industry. Through the collaboration, Modern Dairy will deploy YXT’s intelligent talent development platform and leverage YXT’s AI-powered course creation and learning map capabilities to further advance knowledge operations and organizational capability development across its workforce of thousands. Modern Dairy has been deeply engaged in the dairy farming industry for years, accumulating extensive practical experience in areas including farm operations, dairy management, food safety, quality control, and intelligent farming. As the company continues to expand, a key challenge has emerged: how to more effic

The global semiconductor market is experiencing a structural metamorphosis, propelled by an unprecedented demand surge for High Bandwidth Memory (HBM). Driven by the rapid, global expansion of Artificial Intelligence (AI) infrastructure, cloud hyperscalers are acquiring advanced memory chips at an unprecedented rate. This surge has triggered substantial price increases across dynamic random-access memory (DRAM) and NAND flash memory markets. Despite recent share price volatility caused by macro headwinds and localized supply disruptions, structural analysis indicates that the memory super-cycle remains intact and is positioned to extend into late 2027 or early 2028. 1. Introduction: Deconstructing the Memory Super-Cycle Memory markets have historically been characterized by extreme cyclica

$Micron Technology(MU)$   Investors are eagerly awaiting Micron Technology’s fiscal fourth-quarter earnings on September 30 to see whether the memory chip company continues to enjoy solid demand and pricing tailwinds.  Ahead of Q4 FY26 earnings, BMO Capital analyst reiterated a Buy rating on MU stock with a price target of $1,300. The analyst is bullish on Micron, as he believes that “memory remains in a supercycle as demand trends continue to exceed supply through FY27.” Kumar ranks No. 9 among more than 12,500 analysts tracked on TipRanks. He has a 74% success rate, with an average return per rating of 46.9% over a one-year period. Kumar raised his Q4 FY26 revenue estimate by $2 billion. He also increased