To The Moon

$Micron Technology(MU)$  The AI infrastructure story might be shifting toward the optical layer. A lot of people seemed to catch the big memory run with names like MU, and now attention looks to be turning to the networking side of things. As AI data centers move from 800G toward 1.6T+ networking, demand for faster and more efficient optical solutions could accelerate into 2027. AAOI earnings might be a key signal for the sector. My current optics watchlist: SIVE – Silicon Photonics POET – Optical AI connectivity CRDO – High-speed networking solutions MRVL – Custom AI silicon & connectivity Memory was one of the biggest AI winners. Now I'm watching whether optics becomes the next major AI infrastructure trade

Elon Musk pointed out a bottleneck in the AI market that is hard to ignore: memory. He mentioned supply is only growing around 20% annually, while AI-driven demand is running at 200%+. That kind of imbalance could keep pressure on HBM and DRAM capacity for years. $SpaceX(SPCX)$ , as one of the biggest incremental buyers of AI compute, is only accelerating this trend. Companies with pricing power like $Micron Technology(MU)$ , $SK hynix(SKHY)$  and Samsung might be the ones that benefit from the memory squeeze. AI is not just a GPU story anymore. The next battle could be about who controls the memory supply.

$Micron Technology(MU)$ For tomorrow, the main thing I'm watching is whether MU can just hold a higher low. If it manages that, maybe there's a chance we start seeing a trend reversal take shape.

$Micron Technology(MU)$  Monday is the first trading day of Micron's last fiscal month. The next 60 days could get more active. I think there's a chance it could pop to $1,000 this week and $1,100 next week as things settle down and investors return from vacation for the final stretch of 2026. Still feeling bullish on Micron.

$Micron Technology(MU)$ Korean market looks like it could turn into a buying frenzy when it opens later tonight. Kospi should be up, and MU could open over 900 tomorrow. The sell-off driven by fear mongering seems to have settled, and some reassurance is back in the market. AMD reports next week as well, and the momentum FOMO heading into those earnings is worth watching.

$Micron Technology(MU)$  I'm down from my high with MU, roughly back to where I was between the Q2 earnings report on 3/18 and 4/1/26. Volatility happens. This will come back too. If you don't capitulate and sell, and it climbs back from a temporary low, you don't get left at the station — you climb back with the stock price. Hard to stay convinced of that when staring at a down stock and paper losses, but if the fundamentals are solid, the future looks solid, and the stock is in your opinion underpriced (as most would agree it is now), things should come out OK. Hard not to want to get off when the ride is moving this fast up and down, though. Can't be emotional about it if you want to win. Do your homework and h

$Micron Technology(MU)$ I'm personally adding as much as I can here, and I'll keep doing it. I could be wrong, but I might be right too. Time will tell.

$Arteris, Inc.(AIP)$ $Penguin Solutions, Inc.(PENG)$ $Marvell Technology(MRVL)$ $NVIDIA(NVDA)$ $Micron Technology(MU)$ Tomorrow's setup doesn't look great from here. Honestly, it feels like hoping for a miracle at this point. Not really in the mood for another round of losses.

$SK hynix(SKHY)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ 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.