To The Moon

$Micron Technology(MU)$ Short-term revenue and sales are already known to be extremely high due to RAM prices and notes from Micron customers mentioning rising RAM prices in their results. Adding to that, Micron broke ground on a new factory in New York in January. They wouldn't invest in a new factory if they weren't confident about future demand. Earnings are releasing in a few weeks, which will provide further solid evidence of how well they're doing now with RAM prices soaring. Plus, they'll likely provide forward guidance. Further, the market is deciding whether to re-rate the stock based on a non-cyclical business model. That alone could send it to $1500+. Strong fundamentals. An earnings catalyst approaching soon. And the technical chart

The AI supercycle is only in its third year, with a potential span of up to fifteen years. It's not too late to get in. If you understand the trend, buying on dips and holding until 2030 and beyond could still be very rewarding. We've just finished Phase 1 (2023-2025), focused on chips, memory, and connectivity. $NVIDIA(NVDA)$  → Designs the GPUs that every AI model trains and runs on. $Micron Technology(MU)$  → Makes the high-bandwidth memory inside every AI server. $COHERENT(COHR)$  → Moves data at light speed between GPUs optically. $Marvell Technology(MRVL)$  → Provides custom silicon connecting eve

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ I think a pullback is actually healthy after such a fast run-up. Price consolidation is a better sign than living in constant fear. The market should also become fairer to other stocks that have been beaten down, like $Microsoft(MSFT)$  and GOOGL.

$Marvell Technology(MRVL)$ This one has real legs because the growth story is solid. People who got in below 200 or even below 150 and held know what's up. But don't buy it just because Jensen said it's the next trillion-dollar company. That's how newcomers learn a lesson. This isn't $Micron Technology(MU)$  with hype, it's a business actually firing on all cylinders. Watch the breakout, but respect the structure.

$Marvell Technology(MRVL)$ $NEBIUS(NBIS)$ $Everspin Technologies Inc(MRAM)$ $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ Unless or until proven otherwise, it looks like the AI boom is continuing unabated. After the dot-com boom, this feels like a second chance to benefit from a once-in-a-lifetime event. Pretty good.

1700Down 1800 points this month after earnings, I think it could reach 2000 by year-end. Might do a 10-for-1 split.

$Micron Technology(MU)$  It still looks cheap under $2500. My target for this gold rush remains $3500.

$Micron Technology(MU)$ Let's see what happens over the next few weeks. I can see 1500 by the end of the month happening.

$NIO Inc.(NIO)$ Just only the high demands in China and a China stimulus money can drive NIO to gain more revenue without concerning the tariff from U.S. and EU. U.S. is not even the target market for NIO at this point. Moreover, Scandinavian countries are the great market for NIO for the EV as well.

$Meta Platforms, Inc.(META)$ expectations of a 17.9% revenue increase to around $40.3 billion and a 19.1% rise in earnings per share to about $5.23. Strong advertising performance and investments in artificial intelligence are key drivers behind this optimism. However, risks remain, particularly concerning the financial impact of the Reality Labs division. Overall, the sentiment is bullish, contingent on strong performance metrics in the upcoming report.