To The Moon

I decided to open a new position in the 2x leveraged Micron ETF (MUU) after the recent correction across the memory sector. In my view, the pullback has been a healthy reset rather than a sign that the long-term AI memory story is breaking down. After such a strong rally, some profit-taking was inevitable, and I believe the correction has helped remove excessive optimism while creating a more attractive entry point for investors who still believe in the memory supercycle.

My bullish view remains unchanged because the key drivers behind Micron's business are still intact. AI servers continue to require significantly more HBM and DRAM, while enterprise storage demand is also improving as AI adoption accelerates. Memory pricing has remained firm, and I expect supply discipline from major manufacturers to support profitability over the coming quarters. As long as AI infrastructure investment continues, I believe Micron remains one of the biggest beneficiaries of this trend.

Of course, using a 2x leveraged ETF means volatility will be much higher, so I am managing my position carefully instead of going all in. My strategy is to accumulate gradually and let the long-term AI investment cycle play out. I see this correction as an opportunity rather than a warning sign, and I believe the memory sector has built a healthier foundation for another rally once market sentiment improves.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.   

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