To The Moon

$SK hynix(SKHY)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ More than Trump, Warsh really needs the US to stay ahead in the AI race. And if the president can also profit along the way, even better. At this point, it feels like a done deal. They are not going to let this fall apart.

$NVIDIA(NVDA)$ MU dip buyers finally stepping in after intense downside pressure. NVDA holding strong intraday in the $195.44–$208.75 demand zone, while MU defends the $854.79–$935.00 level. Institutional order flow is absorbing liquidity at key lows as smart money positions for the next bounce. Following the market and sharing charts, trading notes, and ideas I'm watching.

$ServiceNow(NOW)$ From being down 25k to back in the green. Short term price target 120-140+. $Micron Technology(MU)$  $NVIDIA(NVDA)$  $Intel(INTC)$ 

$Micron Technology(MU)$ I still see this as the easiest buy in the market right now, at least from where I stand. Just run the numbers yourself.

$Micron Technology(MU)$ Based on the numbers I'm looking at, with an EPS of 125 and a 13.5 P/E ratio, MU would be priced around 1,687.50 by its earnings report. Earnings are still some time away, and to get near that level, the stock would need to put in a sustained move. The price has shown the ability to move 100 in a single session before, so it's not out of the question.

$SK hynix(SKHY)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ DRAM.X$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ Hoping for a monster week. The deals that came out of the AI conference could give memory a boost.

$NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Micron Technology(MU)$ $Advanced Micro Devices(AMD)$ $Intel(INTC)$ If the market doesn't react positively to this, I'm not sure what more it wants to see from the hardware side. Margins are improving, revenue is growing, and backlogs stretch for days — even from the weaker segments. Sure, the party will eventually stop, but it doesn't feel like that moment is now.

$Micron Technology(MU)$ It's back above a $1T market cap, which really underscores the strength in the AI memory cycle. The market is clearly pricing in strong demand for HBM and advanced memory solutions as AI infrastructure spending keeps growing. From here, the focus will be on whether Micron can sustain its earnings momentum, improve margins, and translate this AI demand into long-term cash flow growth.

$Micron Technology(MU)$  They have a gross margin of 85% - it's pretty incredible. The main limitation on cutting prices to drive even more revenue is their production capacity for memory chips. Once the additional production lines come online, they could potentially lower prices while still significantly increasing revenue. The stock could reach $3,000 by that point.

$Intel(INTC)$ A reminder of why Intel might reach around $300 a share this year. I think the company's quarterly EPS could hit $1 per share sometime in Q2 or Q3. That would put the annual run rate at around $4. Then, applying a growth multiple in the 70-80x range could suggest a share price between $280 and $320, roughly a $1.5 trillion valuation. To me, Intel is a unique play: a turnaround story, tied to national security, and an AI capacity hedge. It's in a class of its own and shouldn't be compared directly to $Micron Technology(MU)$  or SNDK. If you aren't positioned to wait for that potential $1 quarterly EPS milestone, you might be looking at it the wrong way.