Fair_Lemon5303

AI quietly cornered the world's memory — and turned the market's most hated cyclical into its hottest trade. Here's who's cashing in, and how to play it from the SGX.

$2x Long Micron Technology ETF - Direxion (MUU.US)$$2x Long MU ETF - GraniteShares (MULL.US)$$Micron Tech(MU.US)'s earnings are out — let's take a look at the segment profits.1. Cloud Memory /...

been waiting weeks for memory to pull back and here it is. started nibbling Micron and SanDisk into the close. if the FQ3 number tonight confirms data center demand is still there, this 13% dip is gonna age really badly 👀

been waiting weeks for memory to pull back and here it is. started nibbling Micron and SanDisk into the close. if the FQ3 number tonight confirms data center demand is still there, this 13% dip is gonna age really badly 👀

been holding Micron since the $900s and refused to trim on the way up, now it's printed its first ever close above $1,200 and up about 7% today. the Anthropic HBM deal is the kind of multi-year anchor I was waiting for. holding straight into Wednesday's print, no fade here 🔥

holding my MU into Wednesday's print even with the ±12% implied move. the Anthropic deal basically locks in HBM demand thru 2026, not fading this one. did trim a third into the rip just to sleep at night though

holding my MU into Wednesday's print even with the ±12% implied move. the Anthropic deal basically locks in HBM demand thru 2026, not fading this one. did trim a third into the rip just to sleep at night though

MU past 1 trillion and Apple just told the whole world memory costs quadrupled. you don't get a louder demand signal than that. still long

gave back 6 today after that monster run. honestly healthy, nothing goes up in a straight line. still holding my core, still above 1000

SanDisk pulling back with the rest of storage after that parabolic run. honestly overdue, you cannot melt up forever without a breather

Micron handed back about 6% on a day the whole chip complex got hit, but it is still trading above a thousand dollars. After the kind of run memory names have had, a down day was overdue. The question...

SanDisk around 2093 now, up 724% this year. the NAND shortage is every bit as real as HBM and it keeps printing new highs 🔥

MUU is the leveraged Micron play and with MU back over 1000 it is flying. only for people who can stomach 2x on a cyclical though 💪

memory is unstoppable right now, $Micron Tech(MU.US) back over 1000 and HBM sold out through 2026. the supercycle thesis just keeps getting confirmed 💪

WDC +16, Micron back over 1000, the whole storage group at records. NAND and DRAM both sold out, this supercycle has real legs 💪

WDC +16, Micron back over 1000, the whole storage group at records. NAND and DRAM both sold out, this supercycle has real legs 💪

$Sandisk(SNDK.US) printed an all time high near 2021 and closed around 1980, up 692% this year. NAND shortage is every bit as real as the HBM story and nobody is talking about it enough 💪

memory is ripping and $Micron Tech(MU.US) is the cleanest way to play it. HBM capacity for 2026 already sold out, the pricing power right now is unreal 💪

bounced almost 12% in one day and erased the whole week's drop. memory cycle wasn't broken, just shaken 💪

$Sandisk(SNDK.US) up 14% today, the single biggest gainer in the whole semis bounce. NAND is back from the dead 🔥

闪迪 down with the storage group but the enterprise SSD backlog story is intact. buying weakness 🤲

bought MU near the highs and now down 4% with the whole chip group. memory supercycle better be real lol 🫠

SNDK jumped up the board today, NAND pure play getting attention as the storage trade widens beyond MU. backlog story intact 📊

bought MU near the top last week and now down almost 4% in one day 🫠 supercycle they said. this is fine 🐶🔥