Orders
Rate Of ReturnMicron running hot into Q3 prints with AI memory demand outpacing supply feels underpriced to me. Options implying a big swing is just noise. I’m holding full size because ASP trends and data center capex still look strong for next year.
☕️ [Task Coins Giveaway] Daily Market Talk — Micron Tops $1,200 Before Earnings
It's all about AI today. Micron ripped nearly 7% to a record above $1,200 on a long-term memory deal with Anthropic, two days before its earnings. SpaceX went the other way, cracking 16% back below it...
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