To The Moon

Do people realize how cheap memory stocks still look relative to the demand story? $Micron Technology(MU)$  Trading at a multiple that doesn't exactly reflect a multi-year AI memory cycle. Western Digital Still priced like the market expects normalization long before supply catches up. SK Hynix One of the biggest beneficiaries of HBM demand, yet valuation remains surprisingly restrained. Samsung Massive memory exposure with AI demand continuing to build underneath the surface. Then you have Jensen Huang openly saying memory constraints could last for years, not quarters. The market keeps obsessing over GPUs, but memory is becoming just as critical to the AI stack. If demand keeps outpacing supply, this group may still be one of the most overloo

$Micron Technology(MU)$ Don't think it's happening today, but it should be coming this week.

$Micron Technology(MU)$ Goldman is playing some pretty questionable games heading up to earnings. Look at this quote from a recent article: "Analysts led by James Schneider expect Micron to deliver roughly 9% UPSIDE to Street revenue in the quarter - gross margin and EPS of $37.6 billion, 83.4% and $22.07 respectively against consensus of $34.4 billion, 81.9%, and $19.74. For the August quarter, Goldman projects revenue of $48.8 billion v. consensus of $40.4, with full-year '26 rev and EPS sitting 30% and 36% ABOVE the Street." That's something. So Goldman is setting estimates way above Street consensus, so if MU falls just a little short of any of these, they can state the bear case that MU is underperforming, which would justify their $900 pr

$Micron Technology(MU)$ Don't call it a comeback, I've been here a year!

$Micron Technology(MU)$ 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.