To The Moon

$SanDisk Corp.(SNDK)$ $Western Digital(WDC)$ $Micron Technology(MU)$ $Seagate Technology PLC(STX)$ $Roundhill Memory ETF(DRAM)$  I think after Micron's results are out, the following will be the prices: - SNDK 2500+ - WDC 1000+ - STX 1150+ - MU 1200+

I'm consistently buying these four names on every dip. $Micron Technology(MU)$  – memory remains one of the cleanest ways to play AI infrastructure demand. When cycles turn, this is usually one of the highest beta beneficiaries. $Roundhill Memory ETF(DRAM)$  – this is more of a thematic basket play on memory demand expansion. It's less about single stock execution, and more about the structural shortage of bandwidth within AI systems. $Advanced Micro Devices(AMD)$  – it's still a core compute alternative across gaming, datacenter, and AI inference. Not the hype leader, but a consistent participant in the cycle. $

$Roundhill Memory ETF(DRAM)$  The price is cheap enough for a lot of retail holders... It's a good ETF along with VOO.

$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$  Aletheia Capital has raised its price target on SK Hynix to KRW 5.3 million. Their basis is: 10x CY27E FCF, and 10x P/E. This implies 125% upside from the current share price.

$Lumentum(LITE)$  Market makers are working really hard today to keep the price under $964. They just won't let it run. The market action this afternoon seems to indicate it's being accumulated and held. Hope we see the benefits later this week.

$Roundhill Memory ETF(DRAM)$ The scanner flagged this early, up 8.9% and still holding near highs. I'm not chasing here, but if it pulls back to around $70 and holds, I'm in for a bounce.

$Ciena(CIEN)$  and $Lumentum(LITE)$  had a nice move today. Jen is probably going to say she's never heard of Ciena again.

$Roundhill Memory ETF(DRAM)$ CNBC reported today that Micron Technology was up more than 7.5%. Tech stocks rose amid the broader rally, and the stock got a price target hike from TD Cowen. Analysts now see it hitting $1,500, calling memory's role in the AI buildout structural, not cyclical.

Memory players are insane with gains.. $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$  $Roundhill Memory ETF(DRAM)$  STX $Western Digital(WDC)$ 

$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ If these numbers hold—85%+ gross margins sustained into 2027—it completely resets the narrative. This isn't just a cyclical memory trade anymore. It starts to look like structural pricing power in DRAM. The market hasn't fully priced in what sustained high margins do to long-duration multiples. If this sticks, everything downstream in semis gets re-rated. This changes the tape.