$Intel(INTC)$  Elon mentions TSMC and people panic sell, completely ignoring news that supports Intel's process and packaging roadmap, especially around AI and Foveros. Maybe it will sink in better later.

Micron Technology's top and bottom line numbers stand out here. Sales up 167% and profit up 711% over the past year. $Micron Technology(MU)$ 

$Roundhill Memory ETF(DRAM)$ The stock is stuck in a slight uptrend to sideways trend. It might just stay within this range until the full 3Q earnings season starts. Most big tech earnings reports start toward the end of October. $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$  $SK hynix(SKHY)$  $iShares Semiconductor ETF(SOXX)$ 

$Micron Technology(MU)$ It's going to bore you into selling, then it's going to head toward $1500.

Micron $Micron Technology(MU)$  will pay Netlist $30 million per quarter for a 5-year license deal. That should keep the lights on and keep earnings reports positive for years to come. I'm planning to sell my $SpaceX(SPCX)$  shares and buy more $Netlist, Inc.(NLST)$  at these absurdly low prices. As the saying goes, buy low, hold, and sell much higher later.

$Micron Technology(MU)$ Daily volume has stayed very low since July and early August. People holding it seem to be sitting tight, waiting for it to go up. That environment lets market makers push it around pretty hard for daily premiums, collecting billions in income from option buyers. Earnings day volume was even lower than the daylight volume back in July.

$Micron Technology(MU)$ Honestly, that felt like a good deal. I added another 100 shares on margin. That's a bit aggressive on my part, though. I think it's going to bounce off this dip for a quick move, so I'm watching it closely.

Bears are making a huge mistake right now. $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$  $Micron Technology(MU)$  $SpaceX(SPCX)$  $NVIDIA(NVDA)$ 

$Micron Technology(MU)$  QQQ keeps printing new all-time highs. Puts on this just melt away.

$Micron Technology(MU)$ It's interesting how some people call this a piece of shit stock when it's posting the most profitable quarters in the history of the world.

$Micron Technology(MU)$ Been stuck in a ranging box since 9/22, even after some of the best earnings of any stock in history. Feels like Wall St is colluding on this one. Should be at 1500, no question.

$Intel(INTC)$ US fabless chipmakers should actually welcome Intel's progress in advanced chip manufacturing rather than dismiss it. Intel's yields have already passed Samsung and are getting close to TSMC at around 90%. It is no secret that fabless chipmakers enjoy unmatched profit margins partly because they carry minimal equipment burdens. But imagine what the situation would look like if Intel exited advanced chip fabrication entirely. TSMC is already dealing with capacity constraints and needs to keep investing to expand. TSMC customers have strong margins in part because TSMC does not charge enough for manufacturing. Look at what Micron did when memory demand picked up, prices went through the roof. Demand for TSMC has also risen, yet pr

$Micron Technology(MU)$  $Micron Technology(MU)$  YE 2026 target: $1,400. Base: $1,400. Bull: $1,550–$1,700. Extreme bull: $1,900+. Bear: $1,100–$1,200. Why bullish? AI/HBM demand remains extremely strong, memory supply remains tight, pricing power and margins are expanding, earnings estimates continue rising, and MU still trades at a relatively low multiple versus projected earnings growth. From roughly $1,075, my $1,400 base case works out to around 30% upside by year-end. $1,400 base, $1,600 bull, $1,200 downside. The memory supercycle still has room to run. $NVIDIA(NVDA)$ 

$Micron Technology(MU)$ There could be a melt up in October, but once the Democrats take the House in November, they'll likely start going after data centers.

$Micron Technology(MU)$  Overall technical indicators remain bullish. Price is above all key 20, 50, 100, and 200 MAs. Price has stayed above the 20 MA for 11 days. RSI is at 59 and trending up. MACD is positive at 35 and maintaining a bullish crossover in the uptrend. It traded sideways for 4-5 weeks before moving up to the next trading range. Let's see if we can get over 1,110 in the next 2-3 weeks as 3Q earnings start coming in. $Roundhill Memory ETF(DRAM)$  $iShares Semiconductor ETF(SOXX)$  $SK hynix(SKHY)$  $Direxion Daily MSCI

$Intel(INTC)$ Interesting. But it had no problem reaching $124 in after hours trading, right?

$Micron Technology(MU)$ Took profits before earnings and bought back in during the morning drop.

$Micron Technology(MU)$ Feels like the options overhang has mostly cleared out. I'm hoping the climb can start from here.

$Atomera Inc(ATOM)$ The news is out now. The next-generation manufacturing process is scaling Moore's law for the semiconductor industry. Watching $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ , $Micron Technology(MU)$ , $Invesco QQQ(QQQ)$ , and SPY.

$Micron Technology(MU)$ Spectacular earnings again. Maybe next time even more spectacular.