To The Moon

$Micron Technology(MU)$ Told you so. The gang was out in full force today. Don't panic sell because of a few non-existent trolls who can't see past a one-day chart.

Missed out on $SanDisk Corp.(SNDK)$  and $Micron Technology(MU)$ ? It's fine. Not going to lie, I'm really feeling $Marvell Technology(MRVL)$  as the next potential mover. The AI infrastructure and networking setup still feels very early, and $Marvell Technology(MRVL)$  keeps popping up in all the right conversations. Momentum, positioning, AI demand, Jensen's comments... everything seems to be lining up again. Honestly, this is one of those setups where people only realize the story after the move has already gained speed. Patience and conviction really do pay off if you catch the right ones early.

Not gonna lie... my $Micron Technology(MU)$  position is up 100% right now. I rarely touch call options, so seeing this actually pay off feels good. Usually I stick to commons or longer-term swings, but sometimes a setup is just too good to ignore. The AI memory trade has been absolutely wild lately. Honestly... there's nothing better than patience and conviction finally paying off instead of stressing for weeks. Watching these semiconductor names rip like this is just crazy; the momentum is unreal.

$Roundhill Memory ETF(DRAM)$ In three weeks, MU's earnings report could be the tide that lifts all boats.

$Roundhill Memory ETF(DRAM)$  QTUM keeps going up, and I came across CHPX which is also smoking hot, might have to get some.

$Roundhill Memory ETF(DRAM)$ This ETF gets you Micron, Samsung, and SK Hynix at a low cost. Not to mention exposure to NAND tech, storage, and other areas. Buy and hold.

$Roundhill Memory ETF(DRAM)$ DRAM please end the day at $69.69! It's the perfect number!

$Micron Technology(MU)$ I don't see this slowing down anytime soon, likely not until the end of 2028-29. The momentum, supply/demand dynamics, new developments, and new contracts all point that way. Just imagine how many more applications memory will have once something new is developed or invented? Robotics, for instance? This isn't ending anytime soon. Micron will be a key player for the next five years plus. It's not really cyclical at this stage; the paradigm has shifted. Everything, even your fridge and coffee maker, will need memory, as will all modern vehicles. Don't forget the space industry. And what about the Internet of Things? I think we're at the beginning of a completely new era driven by AI.

$Micron Technology(MU)$  Who's ready for MU at $1500? Ready or not, it seems like that price level is on its way.

$Roundhill Memory ETF(DRAM)$ FOTO is also worth a look... a new photonics ETF for the next bottleneck.