To The Moon

$Micron Technology(MU)$ Cramer had just returned from touring Micron's facilities in Boise, Idaho, where he came away convinced the demand story was real. "It was very clear the demand was incredible; they're going to make a fortune," he said. Honestly, that's a strong statement.

$Micron Technology(MU)$ Was that a buyback? 2.6 million shares in the last 10 minutes, and 8.1 million just after the close.

$Micron Technology(MU)$ Bouncing off its support area and the VPoC. A retest of $1,000 could be in play.

Big move for MU. The bear case around short memory cycles looks weak now. The NVIDIA call transcript is worth reading. NVDA's CFO confirmed the supply bottleneck runs through FY28, and NVDA margins are being hit by steep memory price increases that are expected to keep heading higher into next year. Pricing power is fully with memory producers. This looks like a multi-year structural bull setup. Pricing power has completely shifted. $Micron Technology(MU)$ 

$Micron Technology(MU)$ One good day and MU rips and stays over $1,000. I think the shorts have seriously gotten this wrong this time. This will be another great quarter. You can't argue with real earnings. There are so many hot stocks out there still not making any money. If and when the turd hits the fan, those companies will crater long before MU. The upcoming catalysts for MU include a great earnings report, a stock split, more long term chip deal announcements, and buybacks starting back up after Dec 9th. Probably some other catalysts as well. Crazy times.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ : China's DRAM demand is the orange bar. That alone should end that fake narrative.

$Micron Technology(MU)$  I actually added more today. No reason to be down on this one. I'm now holding 900 shares. Still can't believe people sold today with earnings coming up. The numbers were solid and there was an upward revision. Free cash flow looks off the charts. Very little debt. Feels like a lot of people are truly missing this. Not me though.

$Micron Technology(MU)$  Micron announced Micron Research Labs, a planned $10 billion investment over the next decade focused on advanced memory, HBM, packaging, and AI-era computing. That reinforces the long-term AI-memory thesis. The stock recovered from an intraday low, which to me suggests buyers were willing to defend it after the recent selloff.

$NVIDIA(NVDA)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Micron Technology(MU)$ $Tesla Motors(TSLA)$ Trump and his golf buddies bought the dip. Now he'll lie and say the tariffs are going to pause. He'll say they've spoken to Iran, and Iran made the smart move and decided to listen. Then the market will shoot up tomorrow and Monday. Trump and his boys will sell by Tuesday. Then repeat. So easy.

$Micron Technology(MU)$  I'll stand by this regardless of the outcome: MU hits a new all-time high next week.