levon9111

Memory Stocks After the Pullback: A Calmer Look at Micron

shortage runs to 2030 per the supply commentary, SanDisk +700% ytd, WDC getting a 650 target from MS. this isn't a trade anymore it's a structural cycle

Observing $ASML(ASML.US) , the market logic seems increasingly simple: an AI computing power arms race → locked-in demand for EUV equipment?

NVDA x SK Hynix pact basically confirms HBM is the chokepoint. Micron sitting pretty with capacity sold out. this is fine 🐶🔥 (the good kind)

ARM up 16% in one day. NVIDIA chose ARM architecture for RTX Spark. Apple uses ARM. Qualcomm uses ARM. Every AI chip that runs ARM cores pays ARM a royalty. The more AI chips ship, the more ARM makes. Simple math 💪🏦

$Coreweave(CRWV.US) Has 104 hit the bottom?

$Alphabet - C(GOOG.US) $Alphabet(GOOGL.US) Down over 2% yesterday, even the $4T AI champion isn't immune to a market panic

COIN, Circle, and even BitMine trade more like leveraged crypto exposure than actual businesses. If Bitcoin stabilizes, these could bounce fast — but timing them feels brutal.

$Micron Tech(MU.US) Anthropic's explosive growth further confirms the structural shortage story in AI memory. Near-term (2026–2027), this gives strong support to HBM pricing and memory makers' margins. Micron's CBO Sumit Sadana also said publicly that even by 2028, supply still cannot meet customer demand.  Morgan Stanley and JPM have already started re-rating Micron on PE instead of PB — still cautious lah, they will look at LTA terms like customer default clauses to judge contract quality.  This is quite similar to the re-rating TSMC went through previously. All this supports our earlier call on the memory sector re-rate — high chance that by Q4 this year or Q1 next year, we'll see a re-rating to 15x PE or higher.

I'm hoping for a Merry Christmas, not a Crying Christmas 😢🎄. Let's have a strong rally of 10 points to end the year on a high note! 🚀$Apple(AAPL.US) $Alphabet - C(GOOG.US) $Coinbase(COIN.US) $Coreweave(CRWV.US) 

I think many people are being a bit emotional about $Unitedhealth(UNH.US)  right now. The health insurance industry is inherently cyclical and policy-sensitive; when profit margins are squeezed, the stock price will inevitably be revalued.

Ready to see financial reports. Legs are shaking...$Tesla(TSLA.US) $ASML(ASML.US) $Meta Platforms(META.US) 

$Alibaba(BABA.US) Alibaba Cloud's growth relative to domestic competitors is a key metric to watch