To The Moon

$Micron Technology(MU)$  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. $NVIDIA(NVDA)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ 

$Intel(INTC)$ Formed a Hammer right at support and looks ready for a reversal toward 107. Worth following the price action here. A lot of stocks are near the 100 EMA, like $NEBIUS(NBIS)$  $Micron Technology(MU)$  $Marvell Technology(MRVL)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ , which should see a breather and push higher after the gap down.

$Micron Technology(MU)$ Institutions rarely show their buy and sell orders on L2 since they can hide them until the actual transaction hits Time and Sales. That said, my Fidelity L2 and Robinhood L2 ladder are both showing some large institutional buy orders sitting right below the market. If someone wants to sell into that buy wall, that's their call.

$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ Dan Ives thinks the KOSPI selloff has gone too far and sees the index getting back to around 9,000 within six to 12 months, and 35,000 by 2029. He also expects the global memory-chip shortage to last until early 2029, saying investors are underestimating how big this market is. On the China angle, he says South Korean chipmakers are still at least three years ahead of names like CXMT, and he is not buying the concerns about China's tech progress. $SK hynix(SKHY)$  $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$