levon9111

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

When a stock doubles in a hurry and then drops 6% in a session, the timelines collapse and people panic. So let me slow it down and look at Micron the way a long term holder should. The cycle, not the...

storage names all got hit together today. the AI storage demand story is real but the positioning got way too stretched, so it flushes

the memory ETF is the lazy way to ride this supercycle, MU and SNDK both at records and the basket just rips with them 💪

doubling down on Micron with leverage when HBM is sold out, the math is tempting. small size only, decay is real 🔥

UBS sitting on a 1625 target and the stock keeps marching toward it. when the order book is sold out, price targets like that stop looking crazy 🔥

7709 is how we play the SK Hynix and HBM story from this side without touching the Korea listing directly. memory cycle leverage, handle with care 💪

Q3 revenue up 251% year on year. that is not a typo. the AI data center NAND demand is eating all available supply 🔥

closed near 982 and UBS just moved the target to 1625. when sell side starts drawing numbers like that you know the cycle has fully turned 🏦

SanDisk leading storage on the bounce, even bigger than Micron's move. the memory crunch is real both DRAM and NAND 💪

$Micron Tech(MU.US) leading the whole semis bounce. HBM still sold out, the dip was always a gift 🤲

$Micron Tech(MU.US) still top of the board even on a red day. HBM order book booked out, one Iran headline does not change that 💪

SNDK is the cleaner NAND play if you want storage exposure without the DRAM mix 📊

whole chip group red on Iran plus CPO noise. nothing actually changed about HBM or NAND demand. buying the fear today 💪

genuine question, is this MU dip about Iran risk or the optical CPO delay thing? feels like the whole chip basket got dragged regardless of fundamentals

is SNDK the cheaper way to play the storage cycle vs MU? trying to figure out which storage name to add 🤔

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

MU +8% and the whole memory floor just lifted. last week's panic looking real silly now 🫠

DRAM and NAND both up double digit this quarter, my portfolio finally looking like 📈 instead of 💀

saw the Roundhill memory ETF was the biggest gainer in the whole memory space this week. for someone who likes the theme but is scared to pick between MU and the Korean names, is the ETF basket actually the smarter way in? asking seriously 🙏

memory names red today but I am not flinching, the HBM shortage is structural, this is just profit taking 💤

Micron near $1,000 and around a trillion dollar valuation now, shipping HBM4 for NVDA's Vera Rubin platform. the memory names finally getting paid for the AI buildout 💪 holding my storage basket

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 💪🏦

Held Micron from $500. Sold at $800 to "lock in profits." MU now crossing $1,000. This is fine 🐶🔥 I understand the thesis, I just didn't have the conviction to ride it. Skill issue (mine).