Defiance Daily Target 2X Short MU ETF

MSFT adding $450B in a day shows the market is rewarding actual AI revenue, not just promises. That’s why semis snapped back +8-9% — MU, SNDK, SKHY double digits means memory pricing found a floor after July’s brutal drop. Worst month since 2001 → best bounce since then. With AMZN/AAPL/META all reporting, we’re finally getting separation. Money is flowing to who can monetize AI today.

MSFT +15% and +$450B in one day isn’t hype, it’s proof Azure AI is printing money at scale. That beat Nvidia’s record because enterprises are paying, not just building. Semis +8-9% with MU, SNDK, SKHY all double digits means memory pricing has bottomed and the July washout is over. AMZN/AAPL/META mixed just shows the market can tell winners from spenders now.

Congrats to all who saw the great discounts and grabbed the wonderful bargains. These kind of great sales happen once a year and it was about time for it to happen!

Well look at that. See what I mean when everyone wants to buy at the same time? Great discounts don’t last forever. The most daring first buyers who recognise value benefits the most. 😊

Many of the recent movements should be treated as noise. For investors, company fundamentals and sector growth and health should be the anchor for proper investment (not trading)

Markets are moving beyond AI hype, with greater focus on execution and measurable outcomes from AI investments. Companies that convert AI spending into sustainable revenue, earnings and cash flow are being rewarded, while those with uncertain returns face more demanding standards.

Singapore stocks pulled back as profit-taking in the banking sector weighed on the STI, but the move appears to be a healthy consolidation rather than a trend reversal. Singapore equities continue to offer long-term value, supported by stable earnings, attractive dividends and sound economic fundamentals.Fundamentals drive long-term performance, with patient investors using market pullbacks as opportunities to accumulate quality stocks

Markets still have a lot to digest. Strong GDP and PCE keep the Fed cautious, while BOJ decisions and Middle East tensions could drive volatility. I’ll stay patient and focus on quality names instead of chasing moves.

Wonder why the bank stocks are up, isn’t this anticipation of rate hike too extreme?

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Overall, I am quite disappointed with MPACT earnings yesterday. It’s a surprise results. I never expect its overseas assets performance got worsen.

Elsewhere, Keppel Corp was dragged down by impairment charges on older legacy assets while SIA took a hit from high energy costs. It is a very tough operating environment now with so much uncertainty everywhere.

I am also worried by the latest China manufacturing PMI reading of 49.2, back in contraction territory. I am thinking why these factories are not ramping up orders for the upcoming holiday season like Christmas, yet activity is slowing instead. That really makes me wonder what’s going on. 🤔

Just as I predicted, chip and semiconductors stocks are going up again. I’m glad I didn’t sell off my tech stocks. Sometimes it just feels like there is some invisible hand moving the market for no good reason other than to shake off weak hands.

Breaking: Michael Burry has disclosed his updated positions

$Micron Tech(MU.US) what a nice move today. Up 18+%. I still own it in a variety of accounts at a variety of buy points.

Source: Sunrise Trader

$Defiance Daily Target 2X Short MU ETF(MUZ.US)

I was trying to take a short position on MU because I believe the stock could face downside pressure, but today’s strong AI and tech rally completely went against my position. The broad market momentum pushed MU higher and resulted in a 21.86% loss in just one day. This is a good reminder that even when I have conviction in my bearish thesis, short positions can move against me very quickly. I’ll continue monitoring the market and reassessing the trade instead of letting emotions take over.

$Micron Tech(MU.US)

AND

$Sandisk(SNDK.US)

Aggresively crashed DOWNTRENDS.

Esp MU my big baby will you still heading down towards $300 Level which I have last purchased early this year.

Please provide me more signals later and on Friday!!

I have rightfully predicted the price BUT better be prudent, in case this time you are just teasing me again?

Hello Hello Baby I am coming after you for sure I love riding on you! ❤️❤️🎢🎢🎯🎯

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Samsung expects chip shortages to deepen in 2027, persist into 2028 - $Micron Tech(MU.US) $Sandisk(SNDK.US) $SK Hynix(SKHY.US) $Western Digital(WDC.US) $Seagate Tech(STX.US)

Similar spaceX 🚀situation...we have only this pool of investors daily ..it hard to maximise when scattered

$SpaceX(SPCX.US)

This morning my coffee ☕️break will talk about the extreme pessimistic stock where I shall named as Alien or on a positive note shall say Gen Z investment. Knowing it isn’t for immediate or near term returns. It could span over 2 years to turn from red to green.

Next,

Cause vs Effect Mindset Change💭🤔

Last session it is a near miss for $Micron Tech(MU.US)

And that of $Sandisk(SNDK.US)

What will be my mean of re-entry I have already crunched its nos. Since they are heading towards downtrend, for once, no room for negotiation they need to meet my nos this first time.

Revenue growth trajectory: if growth remains strong despite price drops the sell off may be sentiment driven.

$SK Hynix(SKHY.US) SK Hynix missing earnings was not what we needed today in an already high levered memory trade lol

Source: amit