⚾️ MARKET SCORECARD ⚾️The pitcher has thrown 5 pit

⚾️ MARKET SCORECARD ⚾️

The pitcher has thrown 5 pitches this year.

❌ BALL #1 = $IGV (Software)

❌ BALL #2 = $MAGS (Magnificent 7)

❌ BALL #3 = $SpaceX(SPCX.US) (Still in IPO price discovery)

✅ STRIKE #1 = $Micron Tech(MU.US)

✅ STRIKE #2 = $Sandisk(SNDK.US)

Why?

The market isn't rewarding software and crowded AI trades right now.

It's rewarding the picks and shovels.

🔹 DRAM

🔹 HBM

🔹 NAND

🔹 Memory Infrastructure

🔹 AI Datacenter Buildout

Everyone wants to talk about AI.

The market is paying people who own the memory required to run it.

The Gold Rush wasn't won by the miners.

It was won by the people selling the shovels.

$Micron Tech(MU.US) $Sandisk(SNDK.US) $NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) $SMH $SPY $QQQ

⚾️ Current Count:

3 Balls, 2 Strikes

And the next pitch arrives with Micron earnings this week. 📈 June 24th.

🎯 MU Earnings Expected Move: ±$210 (±17.6%)

Current Price: $1,190

Bull Target: $1,400

Bear Target: $980

Expected Move = Stock Price × IV × √(Days/365)

$Micron Tech(MU.US) Price = $1,190.20

7-Day IV = 127.5% !!!!!

Earnings = June 24 AH

Using the weekly expiration immediately after earnings (June 26)

Calculation

Expected Move =

$1,190.20 × 1.275 × √(7/365)

√(7/365) = 0.1385

Expected Move ≈

$1,190.20 × 1.275 × 0.1385

Expected Move ≈ $210

Market Pricing

$1,190 ± $210

My Read

The market is essentially saying:

🟢 Beat + Raise + HBM commentary remains supply constrained

= $1,350-$1,450

🟡 Beat but guide merely "good"

= $1,200-$1,300

🔴 Any sign HBM demand is slowing or pricing is peaking

= $950-$1,050

This isn't just a Micron earnings report.

It's the scoreboard for the entire AI Memory Supercycle. 🚀🧠📈

MICRON SAMSUNG SK HYNIX

#AI #Semiconductors #MemorySupercycle #Investing #Stocks $Micron Tech(MU.US) $DRAM $Sandisk(SNDK.US)

@smartertrader @Banana3Stocks @blondebroker1 @TradexWhisperer @Micro2Macr0 @astocks92 @SuperLuckeee @itsmichaelluu @StockPatternPro