To The Moon

The memory sector has put on an absolute masterclass in the first half of 2026, with $Micron Technology(MU)$ hitting $1,000+ and $SanDisk Corp.(SNDK)$ clearing $2,000. The massive run has been fueled by an aggressive supply-demand imbalance where AI data centers are virtually cornering High-Bandwidth Memory (HBM) supply. As we head into the second half of 2026, the big question is whether this vertical trajectory can be sustained, or if the classic, brutal memory cycle is looming around the corner. The H2 2026 Outlook: More ATHs Ahead? We can absolutely see more All-Time Highs (ATHs) in the short term, but the upside window is getting tighter. The Bullish Case for New ATHs: HBM production requires roughly t

AI Memory ETF DRAM Surges 10%: Can It Break the $80 Call Wall? The AI infrastructure investment theme continued to fuel gains across the memory sector on Thursday. $Micron Technology(MU)$   climbed about 10%, $SanDisk Corp.(SNDK)$   gained roughly 11%, while the $Roundhill Memory ETF(DRAM)$   surged more than 10%, making it one of the day's best-performing AI-themed ETFs. The rally comes as demand for high-bandwidth memory (HBM) continues to accelerate, DRAM pricing improves, and AI server capital spending remains strong, driving fresh capital into the memory supply chain. Besides DRAM, investors have als

Hype is going and going and going..

Fresh highs are bullish, but parabolic moves are where risk and reward start to diverge. The memory story is fundamentally stronger than it was in previous cycles. AI training clusters and inference workloads are driving demand for high-bandwidth memory, benefiting companies such as Micron Technology and Sandisk. Unlike past DRAM booms driven mainly by PCs and smartphones, AI data centres are creating a new source of demand. That said, markets rarely move in a straight line. A stock making new highs after a 10% single-day surge often attracts momentum traders, making the trade increasingly crowded. When expectations become extreme, even good results can trigger profit-taking. If you're already long, holding or trimming into strength is easier to justify than chasing. If you're underweight,

$Direxion Daily MU Bull 2X Shares(MUU)$  The latest analyst revisions show a major shift in how Wall Street is valuing Micron. The market is no longer treating the company purely as a short-term memory-cycle trade. Most analysts now believe AI demand, HBM growth, tighter supply and longer customer contracts could support stronger earnings for a longer period. The strongest signal is the concentration of targets between US$1,200 and US$1,625. This suggests many analysts still see further upside, even after Micron’s sharp rally. However, the wide spread between Goldman’s US$900 target and Susquehanna’s US$1,750 target also shows that uncertainty remains high. My view is cautiously bullish. The earnings outlook appears strong, but expectations ha

P/E is below 10 buying more at these prices very bullish on Micron

I think that Micron will beat SanDisk in the memory chip competition despite it being behind by $1000. Micron technology, I believe in you. I hope grows but it is growing right now. Why is it growing, because of the memory chips that they sell as they are used for AI and lots of people are buying them to make individual AI chat bots like chatgpt, Gemini and llama AI . I know that tons of people are using AI every second,even when doing something as simple as typing a text. People love AI as it is convenient, and mostly correct. That's all I have to say .

I think that Micron will beat SanDisk in the memory chip competition despite it being behind by $1000. Micron technology, I believe in you. I hope grows but it is growing right now. Why is it growing, because of the memory chips that they sell as they are used for AI and lots of people are buying them to make individual AI chat bots like chatgpt, Gemini and llama AI . I know that tons of people are using AI every second,even when doing something as simple as typing a text. People love AI as it is convenient, and mostly correct. That's all I have to say .

I think that Micron will beat SanDisk in the memory chip competition despite it being behind by $1000. Micron technology, I believe in you. I hope  grows but it is growing right now. Why is it growing, because of the memory chips that they sell as they are used for AI and lots of people are buying them to make individual AI chat bots like chatgpt, Gemini and llama AI . I know that tons of people are using AI every second,even when doing something as simple as typing a text. People love AI as it is convenient, and mostly correct. That's all I have to say .

I think companies making memory chips will go up as the use of AI increases, causing more people to buy memory chips as AI needs a lot of it. 

🔥 The Memory Super-Cycle: Panic to Euphoria in One Week The semiconductor memory sector just delivered a masterclass in extreme volatility and structural momentum. Just one week after the market panicked over rumored order cuts, AI data center demand has violently reignited a broad-based memory rally, sending the sector back into parabolic territory. Here is the scoreboard from this massive breakout: Micron ($MU): Surged an explosive 10.84%, successfully reclaiming the psychological $1,000 level to set a fresh all-time high. SanDisk ($SNDK): Jumped 6.45% to close at a staggering $2,107.   Memory ETF (DRAM): Ripped +9.32%, confirming the sheer breadth of this capital rotation. The Structural Reality The AI infrastructure narrative is actively accelerating, proving that high-perfor

$Micron Technology(MU)$  Can hold 1088? If yes, we can test 1150 ☝🏼

$美光科技(MU)$  

Yes extremely overpriced

$SanDisk Corp.(SNDK)$ it's clear that you guys should buy. At 1400. Do not hold bags. No volume means plunge anytime 

$Micron Technology(MU)$  awesome discount

Cheaaaa fak around and find out keeen on some money bei

My view is that this looks more like a relief rally within an ongoing uptrend than a definitive "all clear" signal. Friday's selloff had many characteristics of a panic-driven deleveraging event. When positioning becomes crowded, even rumours of AI demand weakness can trigger indiscriminate selling. The speed of the rebound suggests investors still believe the long-term AI infrastructure story remains intact. That said, a few things make me cautious about chasing: • One-day rebounds can be deceptive. A 10-15% move in semis often reflects short-covering, leveraged ETF rebalancing, and fear-of-missing-out buying rather than a fundamental change. • Valuations remain elevated. Many AI-linked semiconductor names are still priced for strong growth. Any signs of slowing hyperscaler spending or we

$Micron Technology(MU)$  not likely over. The downtrend will persist till after fomc. Good to accumulate on weakness for the long term. Gear up for Nov elections

$SanDisk Corp.(SNDK)$ retail always loses . Insiders know it best . It's always hype. Vol thins out. Bump up and sell. Retail get stuck . 

The memory sector has put on an absolute masterclass in the first half of 2026, with $Micron Technology(MU)$ hitting $1,000+ and $SanDisk Corp.(SNDK)$ clearing $2,000. The massive run has been fueled by an aggressive supply-demand imbalance where AI data centers are virtually cornering High-Bandwidth Memory (HBM) supply. As we head into the second half of 2026, the big question is whether this vertical trajectory can be sustained, or if the classic, brutal memory cycle is looming around the corner. The H2 2026 Outlook: More ATHs Ahead? We can absolutely see more All-Time Highs (ATHs) in the short term, but the upside window is getting tighter. The Bullish Case for New ATHs: HBM production requires roughly t

AI Memory ETF DRAM Surges 10%: Can It Break the $80 Call Wall? The AI infrastructure investment theme continued to fuel gains across the memory sector on Thursday. $Micron Technology(MU)$   climbed about 10%, $SanDisk Corp.(SNDK)$   gained roughly 11%, while the $Roundhill Memory ETF(DRAM)$   surged more than 10%, making it one of the day's best-performing AI-themed ETFs. The rally comes as demand for high-bandwidth memory (HBM) continues to accelerate, DRAM pricing improves, and AI server capital spending remains strong, driving fresh capital into the memory supply chain. Besides DRAM, investors have als

$Direxion Daily MU Bull 2X Shares(MUU)$  The latest analyst revisions show a major shift in how Wall Street is valuing Micron. The market is no longer treating the company purely as a short-term memory-cycle trade. Most analysts now believe AI demand, HBM growth, tighter supply and longer customer contracts could support stronger earnings for a longer period. The strongest signal is the concentration of targets between US$1,200 and US$1,625. This suggests many analysts still see further upside, even after Micron’s sharp rally. However, the wide spread between Goldman’s US$900 target and Susquehanna’s US$1,750 target also shows that uncertainty remains high. My view is cautiously bullish. The earnings outlook appears strong, but expectations ha

Fresh highs are bullish, but parabolic moves are where risk and reward start to diverge. The memory story is fundamentally stronger than it was in previous cycles. AI training clusters and inference workloads are driving demand for high-bandwidth memory, benefiting companies such as Micron Technology and Sandisk. Unlike past DRAM booms driven mainly by PCs and smartphones, AI data centres are creating a new source of demand. That said, markets rarely move in a straight line. A stock making new highs after a 10% single-day surge often attracts momentum traders, making the trade increasingly crowded. When expectations become extreme, even good results can trigger profit-taking. If you're already long, holding or trimming into strength is easier to justify than chasing. If you're underweight,

Hype is going and going and going..

🔥 The Memory Super-Cycle: Panic to Euphoria in One Week The semiconductor memory sector just delivered a masterclass in extreme volatility and structural momentum. Just one week after the market panicked over rumored order cuts, AI data center demand has violently reignited a broad-based memory rally, sending the sector back into parabolic territory. Here is the scoreboard from this massive breakout: Micron ($MU): Surged an explosive 10.84%, successfully reclaiming the psychological $1,000 level to set a fresh all-time high. SanDisk ($SNDK): Jumped 6.45% to close at a staggering $2,107.   Memory ETF (DRAM): Ripped +9.32%, confirming the sheer breadth of this capital rotation. The Structural Reality The AI infrastructure narrative is actively accelerating, proving that high-perfor

I think that Micron will beat SanDisk in the memory chip competition despite it being behind by $1000. Micron technology, I believe in you. I hope grows but it is growing right now. Why is it growing, because of the memory chips that they sell as they are used for AI and lots of people are buying them to make individual AI chat bots like chatgpt, Gemini and llama AI . I know that tons of people are using AI every second,even when doing something as simple as typing a text. People love AI as it is convenient, and mostly correct. That's all I have to say .

I think that Micron will beat SanDisk in the memory chip competition despite it being behind by $1000. Micron technology, I believe in you. I hope grows but it is growing right now. Why is it growing, because of the memory chips that they sell as they are used for AI and lots of people are buying them to make individual AI chat bots like chatgpt, Gemini and llama AI . I know that tons of people are using AI every second,even when doing something as simple as typing a text. People love AI as it is convenient, and mostly correct. That's all I have to say .

I think that Micron will beat SanDisk in the memory chip competition despite it being behind by $1000. Micron technology, I believe in you. I hope  grows but it is growing right now. Why is it growing, because of the memory chips that they sell as they are used for AI and lots of people are buying them to make individual AI chat bots like chatgpt, Gemini and llama AI . I know that tons of people are using AI every second,even when doing something as simple as typing a text. People love AI as it is convenient, and mostly correct. That's all I have to say .

P/E is below 10 buying more at these prices very bullish on Micron

I think companies making memory chips will go up as the use of AI increases, causing more people to buy memory chips as AI needs a lot of it. 

$Micron Technology(MU)$  Can hold 1088? If yes, we can test 1150 ☝🏼

$美光科技(MU)$  

Yes extremely overpriced

It is without a doubt that $Micron Technology(MU)$ is the “it” stock of the moment. Nary a day goes by without another print about this AI-peripheral stock that has skyrocketed by +865.28% since 12 months ago. (see below) Even before my earlier post on MU, $SanDisk Corp.(SNDK)$ & $Roundhill Memory ETF(DRAM)$ has settled down (click here ! to read about it & help Repost, thanks !) - another post on MU pops up again. As Mr Buffett have mentioned many times "never invest in a business you cannot understand", here I am, keeping abreast with MU’s latest. Below is what I have newly learnt an

The recent volatility across the semiconductor sector has understandably kept everyone on edge. To clarify a quick detail on the recent tape: the steep multi-day selloff in chip stocks actually peaked late last week (wiping out massive market value on stretched valuation concerns), while the price action on Monday and Tuesday (June 8–9) was a strong, tech-led rebound. $Micron Technology(MU)$ clawed back toward the $930+ level after dipping into the mid-$800s, and the broader Philadelphia Semiconductor Index posted its best two-day advance in a month. However, we might need to ask these core questions: Is this volatile patch just a healthy reset, or are we witnessing a structural shift in the AI narrative? Let’s break down the macro dynamics playing

Let's establish what actually happened first. Friday was Wall Street's worst day of the year. The Nasdaq fell 4.2% and the S&P 500 dropped 2.6% after May payrolls came in at 172,000, more than double expectations, raising the probability of a Fed rate hike and triggering the Philadelphia Semiconductor Index's largest single-session decline in months. The trigger was not an earnings miss. Not a product failure. Not a fundamental shift in AI demand. It was a jobs number that spooked rate expectations, and chip stocks happened to be the most crowded trade on the board. MU bore the brunt of it. Then Monday happened. Chip stocks rebounded sharply, led by Marvell and Micron, up almost 9% and 7% respectively. The 3x leveraged chip ETF soared 15.83%. Intel gained 11.19%. NVDA climbed after ann

Fantastic IPOs. Are days of fantastic first day debut here to stay ? Just take recently listed Nvidia’s competitor - $Cerebras Systems(CBRS)$. When CBRS went public on Thu, 14 May 2026 it shot up to as high as $385 /share intraday; that a +208% from its listed price of $185 /share. With SpaceX (SPCX) roadshow due to commence on Thu, 6 Jun 2026 and go public on 12 Jun 2026, will history repeat itself for the Musk-owned company ? Besides trying one’s luck at selective Initial Public Offer (IPO) that in all honesty could be (i) a little FOMO and (ii) speculative in nature, there is of course the tried and tested method of strategic investment in certain stocks based on one’s ability to spot bubbling trend. In the current market landscape, no trend ha

Micron Hit an All-Time High, Then Fell. What Does Its Chart Say? $Micron Technology(MU)$   fell some 6% Thursday morning after rising nearly 1,000% over 12 months, taking the stock to an all-time intraday high earlier this week. Let's check out what its chart and fundamentals say could happen next. Micron's Fundamental Analysis MU fell Thursday is sympathy with a decline for $Broadcom(AVGO)$   on poorly received earnings. But prior to that, the stock rose almost 20% just on May 26 after UBS analyst Timothy Arcuri boosted his MU price target all the way up to $1,625 from a previous $535 (while reiterating the stock's "Buy" rati

On the day RTX Spark was unveiled, the market had already cast its vote on this chain: foundry sole-winner $Taiwan Semiconductor Manufacturing(TSM)$ +4.1% closing at $436, memory leader $Micron Technology(MU)$ +6.6% closing at $1035; meanwhile $Qualcomm(QCOM)$, which had hoped to ride the Arm PC dividend with its own chips, got its rice bowl snatched away by Nvidia instead, down -8.8% in a single day closing at $229. One chip reshuffled the entire PC supply chain. What exactly is RTX Spark? Jointly developed by Nvidia and MediaTek, exclusively fabbed by TSMC on 3N: a 20-core CPU + 6144-core Blackwell GPU, the two shari