To The Moon

$Micron Technology(MU)$ I'm waiting on a check for over $70,000 from a company for security work. If that check had come through, I would have put a five-figure amount into leveraged Micron instead of the smaller buys I made. I'm long MU.

$Micron Technology(MU)$  Micron Technology is moving up. It feels like Wall Street is manipulating the market again. Suddenly, all the fears about capex, inflation, and the memory cycle have disappeared. At least for now, or maybe until next week.

$Micron Technology(MU)$ Once the buyback restriction is lifted, I think we could see the price move above $2,000.

$Micron Technology(MU)$  The market is looking strong recently, with futures up 75 points. There's a chance it opens 50+ higher. It feels like we could be back to 1000 soon.

$Micron Technology(MU)$ I'm getting a sense there could be some significant moves this week. It feels like the momentum is shifting, and I'm personally leaning bullish. There's a certain energy in the air.

$Micron Technology(MU)$  CXMT, the China-based DRAM maker that just IPO'd, really doesn't pose a competitive threat to Micron. They're focused on basic DRAM and are targeting HBM3 by December, which is already an outdated generation not used for AI. The hyperscalers are moving to HBM4, which is produced by Micron and SK Hynix.

$Micron Technology(MU)$ These didn't change during the recent pullback. I'm looking for raised guidance before the September conference call for Micron.

$Micron Technology(MU)$ Well, the AI-powered algorithms that are shorting the stock to extreme levels are only going to need more RAM going forward.

$Micron Technology(MU)$ I still think there's upside potential here. Honestly, this stock has been a tough one for me on multiple occasions. That said, I wouldn't be surprised if it heads back toward 1100 again.

$Micron Technology(MU)$ I'm holding until it hits $2K. Honestly, I'd rather not think about today's action, which is a bit ironic given how much I have invested in the memory sector.