To The Moon

$SpaceX(SPCX)$ Musk's A.I. push still looks like it's in its early stages. I'm long $Bloom Energy Corp(BE)$  $NVIDIA(NVDA)$  $Micron Technology(MU)$  $Intel(INTC)$  here.

$Micron Technology(MU)$  $Roundhill Memory ETF(DRAM)$ If you don't buy the stock, Micron will. Period.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ When you zoom out from 2022, the trend is clear. Every pullback in tech has been an opportunity to buy. Last week looks like it will prove the same.

$Micron Technology(MU)$  Rare to see bears getting nervous on a Sunday. Shorted? Bought puts? Both?

$Micron Technology(MU)$  $SUPER MICRO COMPUTER INC(SMCI)$ $Credo Technology Group Holding Ltd(CRDO)$ $NVIDIA(NVDA)$ Putting money into Elon Musk's vendors looks like one of the smarter moves out there. Musk's xAI, Tesla, and SpaceX should keep growing, though the valuations are already on the higher side. If Musk turns out to be right, and I don't really doubt him, I think his group of companies will be worth well over $50 trillion in twenty years, and these companies and more will follow that success.

$Micron Technology(MU)$ I like to keep adding at key levels, but not aggressively.

$Micron Technology(MU)$ Selling at a loss here is going to sting later. This looks like more of the same market manipulation, shaking out leveraged positions again. I think longs get rewarded by end of year, if not sooner.

$Micron Technology(MU)$ Ben Horowitz said Amazon CEO Andy Jassy told him the company's AI compute capacity is sold out beyond 2028, and he thinks that kind of shortage makes this fundamentally different from the dot-com bubble. He described the situation as a severe supply crunch. Horowitz said he spoke with Jassy and mentioned being out of everything through 2028, and Jassy responded that it actually extends beyond 2028, with supply possibly not becoming available again until the end of 2028 or later. Horowitz also noted that having supply in the middle of a major shortage is an advantage, and that this is very different from the internet bubble. Back then, demand wasn't there because the infrastructure had to be built first, people needed bro

$Micron Technology(MU)$ It's just rotation. Money will likely flow out of value stocks and Mag 7 into AI soon. Watch and learn.

$Micron Technology(MU)$ Oof, shorts are in trouble. Power hour. $NVIDIA(NVDA)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$