The AI bubble might soon be popping:
$Sandisk(SNDK.US): -11.65%$AMD(AMD.US): -8.04%$Lam Research(LRCX.US): -7.19%$ASML(ASML.US): -7.04%$Intel(INTC.US): -7.89%$NVIDIA(NVDA.US): -5.25%$Applied Materials(AMAT.US): -5.99%$Micron Tech(MU.US): -5.36%$Marvell Tech(MRVL.US): -4.08%$Taiwan Semiconductor(TSM.US): -2.53%
MU 1X Short ETF
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- J
$Micron Tech(MU.US) There were days this was getting $100M to $150M in Calls. Now it's $10M Calls $12M Puts.
You NEED WHALES to Move Markets.Until Then - It's Chop
- J
$Micron Tech(MU.US) will Have a RUN in Q4 to Q1.
For Now - PUMPS are BEING NET SOLD!Memory Summer = RUBICON TRAIL VERY HARD TO CROSS - OLD SCHOOL KNOWLEDGE$Micron Tech(MU.US) Price Below 8/21/50 and Chinese Competition is Coming online.Tactical Bounces Sure - All The time.But the Multi- Month Run it had may be stalled for awhile.
- S
$Micron Tech(MU.US) a rung of the high cost shares sold for good coin.
Source: Sunrise Trader
- V
$Micron Tech(MU.US)
MU is well positioned for continued growth, fueled by AI infrastructure demand and tight memory supply. Analysts expect a return to record highs within months, but volatility and supply expansions risks remain.
On a whole, I am in favour to this trade.
This week I supposed to take a glance of a few good others such as
$Marvell Tech(MRVL.US)
$Intel(INTC.US)
$SpaceX(SPCX.US)
Where almost all turned ❤️
They always said, bite the bullet and hold your 🐎
Hope this works to close drying July!⬆️🆙🙏😝😅😹🎯🥳⚖️🔥
Trade Showcase: Trade, Show & Earn Rewards! - E
Needham: WFE & Memory
WFE Requirements for Vera Rubin PODs> 1 Million GPUs Impact: Building out greenfield fab capacity to support 1 million Rubin GPUs (roughly 5 GW of data center capacity) drives $14 billion in WFE, split roughly evenly between DRAM/HBM and logic.> WFE Intensity Floor: The total WFE intensity for a Vera Rubin POD sits around 9%, which is expected to act as the intensity floor moving forward.> Growth in Spend: Compared to an individual Rubin GPU package, a full Vera Rubin POD sees a 225% total WFE increase, driven heavily by surges in advanced logic (up 256%) and DRAM/HBM (up 164%).Silicon Content & Ratio Shifts> Total Die Count: Nearly 20,000 Nvidia dies are packed into a single Vera Rubin POD.> Wafer Area Shift: The rise of low-latency inference and agentic AI has shifted the DRAM-to-logic ratio (wafer area) from 7:1 down to 4:1.> Supply Dynamics: While traditional DRAM remains in short supply, the market is seeing advanced logic supply tighten correspondingly.> POD Subtotals: Across its 40 total racks (spanning NVL72, Groq 3 LPX, Vera CPU, Bluefield-4 STX, and Spectrum-6 SPX), a single Rubin POD requires roughly 1,384 total 300mm wafers, dominated heavily by DRAM (958.6 wafers) and advanced logic (248.9 wafers).$NVIDIA(NVDA.US) $Micron Tech(MU.US) $DRAM $EWY
- E
Needham: "DRAM/HBM will remain a real bottleneck for AI."
> DRAM/HBM Bottleneck: DRAM and High Bandwidth Memory (HBM) are projected to remain significant bottlenecks for AI hardware scaling.> Rapid Bit Growth: Total DRAM bit growth (millions of GB) is expected to expand dramatically through 2028, driven heavily by increasing HBM adoption.> Surging HBM Share: HBM bits as a percentage of total DRAM are forecasted to grow steeply, scaling past 15% by 2028.> Wafer Capacity Shift: DRAM wafer capacity dedicated to HBM (measured in kWSPM) is projected to accelerate sharply, with expectations that nearly 50% of total DRAM wafers will go into HBM by 2028.$Micron Tech(MU.US) $DRAM $EWY
- M
New research from Micron and @Meta explores LPDDR5X performance in large-scale data center workloads using Meta’s open-source DCPerf benchmark suite.
The results challenge conventional thinking, showing how low-power memory can help balance performance, capacity and energy efficiency across both AI and general-purpose workloads. Read the analysis:Source: Micron Tech
- N
$Roundhill Memory ETF(DRAM.US)dram is down yesterday, will it goes up.
- M
What does it take to create one of the cleanest environments on earth?
Go behind the scenes at Micron’s ID1 facility in Boise, where teams reached a major construction milestone earlier this year known as 'blowdown' — an important step in preparing the cleanroom for semiconductor manufacturing equipment.From a massive construction site to a precision environment built for innovation, this transformation is powered by incredible teamwork, expertise and attention to detail. Watch the story behind the milestone.Source: Micron Tech
- F
$Western Digital(WDC.US) is my favorite after $Micron Tech(MU.US). +236% YTD, not bad right?
Western Digital rode that wave hard, then joined the July cooloff with the rest of the hardware names. If you’re in it, trail it.If you’re late, wait for the market to offer a better price than pride. We need some cooling off in these names.
- F
$DRAM is still an interesting short setup. Some names like $Micron Tech(MU.US), $Western Digital(WDC.US) while backtesting is holding this up, once this trend-line gives up I think we will see a good roll on the rock.
PT: Later once we see the breakdown begins.
- D
TSLA (2Q26 Trans): Optimus V4 capacity target: 10 mn units/yr
AI5 chip expected to enter mass production by mid next year
TeslaConference Minutes - M
$Roundhill Memory ETF(DRAM.US)’s concentrated, pure-play structure makes it a high-volatility vehicle, more amplified than broad semiconductor ETFs. It tracks the AI-memory narrative tightly but inherits the sector’s historical cyclicality. Recent action shows classic “buy the rumor / sell the news or guidance” behavior mixed with genuine profit-taking after a parabolic phase.
The July 21 rebound occurred against a backdrop of still-elevated physical prices and ongoing shortage commentary, but after-hours/pre-market quotes around that period showed some giveback, underscoring continued two-way risk.
This pattern aligns with the broader AI hardware / HBM customization and demand cycle discussions (structural token-throughput driven demand potentially differentiating from traditional DRAM cycles, alongside capacity and contract dynamics). Volatility is likely to remain elevated near term around earnings, guidance, and any shifts in hyperscaler capex signals.
@Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards! - Y
everyone talking micron and hynix but tsmc is the source of this whole move. the 2027 wafer price hike report is what lit the fuse, up to 10% on advanced nodes. tsm only +3% today which feels light given they set off the rally. adding on this one
- J
careful chasing MU up here. +12% in one session back above 1T is a monster move but memory is the most cyclical thing on the market. i want to see the sk hynix print on the 29th before i add anything. holding what i have, not buying at these levels
- E
dram etf is the lazy way to play the memory bounce and it worked great today. instead of picking mu vs sndk vs hynix i just own the basket and skip the single stock risk. up nicely and letting it ride while the supercycle talk is back on
- K
been adding $Micron Tech(MU.US) the whole way down and today it finally pays off, +12% and back over a trillion. the memory selloff was forced liquidation not weak demand, ubs saying the same thing now. still my biggest position and im not trimming into strength
- V
$Micron Tech(MU.US)
The last hit I have marked is $1014. Thereafter dropped like
Nobody business. Nice rebound last. But better safe then sorry cos as said before US stocks even AI are all unpredictable due to US always living day by day in the midst of chaotic affairs.
SO invest wisely 🥳🍷✈️
☕️ [Task Coins Giveaway] Daily Market Talk — Chips Explode, Tesla & Google Tonight
Memory stocks went vertical (MU +12%, SNDK +14%) on UBS's buy call, while Nvidia declared Vera Rubin in full production. Next up: Tesla and Alphabet report tonight, the first real test of whether AI capex is turning into cash.
- K
🌟🌟🌟Memory stocks staged a spectacular recovery with top memory companies like $Micron Tech(MU.US)surging 10.1% in a single day while $SK Hynix(SKHY.US)jumped 10.9% as big investment funds rushed to buy the discounted shares.
I am glad I bought $Roundhill Memory ETF(DRAM.US)and it is now up 10.9%. DRAM ETF owns a targeted list of the world's best memory stocks. These include the top 3: SK Hynix, Micron and Samsung.
After sliding more than 31% from its recent peak, DRAM ETF hit a solid floor and cleanly bounced back up, showing that the smart money is aggressively buying the ETF at a great discount.
The recent drop in tech stocks was not a permanent crash. It was a gift. It cleared out the panic and gave every day investors like me a beautiful second chance to buy it at a cheaper price.
With shortages expected to last through 2027, memory hardware is selling like hot cakes.
By buying DRAM ETF, you can own the very foundation that the future of technology is being built upon.
☕️ [Task Coins Giveaway] Daily Market Talk — Chips Explode, Tesla & Google Tonight
Memory stocks went vertical (MU +12%, SNDK +14%) on UBS's buy call, while Nvidia declared Vera Rubin in full production. Next up: Tesla and Alphabet report tonight, the first real test of whether AI capex is turning into cash.
