To The Moon

Semis are still leading the tape. I'm watching key trend retests and the 9 EMA support across the top names. No signs of real distribution yet, so the trend remains constructive. $Intel(INTC)$  - holding the trendline, attempting to reclaim the 9 EMA, buyers still active. $Marvell Technology(MRVL)$  - coiling above support with controlled pullbacks, structure intact. $ARM Holdings(ARM)$  - momentum cooling but the trend is still valid, dip buyers are defending. $Micron Technology(MU)$  - behaving as a cycle leader, retesting the EMA zone without heavy selling pressure. As long as distribution stays absen

$Intel(INTC)$ $Marvell Technology(MRVL)$ $ARM Holdings(ARM)$ $Micron Technology(MU)$  These remain some of the hottest semiconductor names in the market. Right now, they are undergoing a healthy retest of key trendlines and the 9-day EMA on the daily chart. More importantly, there is still no sign of meaningful institutional distribution across these sector leaders. Until that volume signature changes, the broader upward trend remains firmly intact.

$Micron Technology(MU)$ INTC at 48x, MRVL at 78x, ARM at 134x. Strip away the noise and just look at the setup. One of these names is effectively sold out into 2026, potentially stretching into 2027, with pricing power expanding and margins hitting new highs—all while sitting at the most critical choke point in AI infrastructure: memory and bandwidth, the so-called "cognitive capacity layer." Everything else in AI scales only if this layer scales. And yet, on a relative basis, it's still trading at the cheapest multiple on the entire list. That's where the market inefficiency is starting to stand out.

Is Micron the next Nvidia? $Micron Technology(MU)$  In a recent report, Timothy Arcuri, a respected analyst at UBS, put forward this exact thesis. It sounds a bit surprising that a company long known for its cyclicality is now being called "the next Nvidia." What does Micron actually do? It manufactures very fast computing memory, mainly DRAM and also NAND. Lately, however, its most important product has been HBM, which goes straight into data center racks. As one of the three market leaders, Micron sells out its entire capacity within just a few months, allowing it to maintain an operating margin of 48%—an increase of more than 100% in just one year. This product has become its flagship in the data center world.

After the post-risk unwind, the market is clearly rotating back into undervalued AI exposure. I think the current leaders - $SanDisk Corp.(SNDK)$ , $Micron Technology(MU)$ , $NEBIUS(NBIS)$ , $Applied Optoelectronics(AAOI)$  - still have momentum as core AI infrastructure names continue to attract flow. But what's more interesting here is the second wave trade: beaten-down AI-relevant software names starting to re-rate. $Reddit(RDDT)$  stands out - not because it's already fully priced as an AI winner, but because the market is beginning to re-assign it int

$Micron Technology(MU)$ Since the bubble theory didn't pan out, analysts are now playing the cyclical card to stir up concerns about the future of memory chip makers. I'd rather put my money on the major players in the industry, who understand the business and future growth demands far better than any analyst ever will.

$Micron Technology(MU)$ No volume. Feels like it's over. In two weeks, $1,300.

$Micron Technology(MU)$ Days like these with a sharp pullback can be tough for those holding long positions. But in the long term, I still think it goes higher.

$Micron Technology(MU)$  Micron is quietly generating substantial operating profit, which I feel is being underestimated. Over the next five quarters, it could bring in around $155B in operating profit, putting it on a clearer path toward a $1T market cap.

$Roundhill Memory ETF(DRAM)$ $SanDisk Corp.(SNDK)$ $Taiwan Semiconductor Manufacturing(TSM)$ Elon just made it crystal clear: new fabs, even the best ones planned in the US, won’t come close to covering memory demand over the next 5 years. The Idaho and New York fabs? Earliest volume is 2028–2030, just a tiny fraction of what AI compute needs. Demand for AI logic, memory, and packaging is exploding, and supply simply won’t keep up. That’s exactly why the Terafab project exists. Without it, the AI chip shortage is going to get tough. Stocks like $Micron Technology(MU)$  are looking at a potential trillion