levon9111

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).

Observing $ASML(ASML.US) , the market logic seems increasingly simple: an AI computing power arms race → locked-in demand for EUV equipment?

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 💪🏦

Bought Micron, missed the SanDisk HBF announcement. Always one step behind in the memory trade 😮‍💨 at least my MU position is doing something.

$Coreweave(CRWV.US) Has 104 hit the bottom?

I'm hoping for a Merry Christmas, not a Crying Christmas 😢🎄. Let's have a strong rally of 10 points to end the year on a high note! 🚀$Apple(AAPL.US) $Alphabet - C(GOOG.US) $Coinbase(COIN.US) $Coreweave(CRWV.US) 

$Alphabet - C(GOOG.US) $Alphabet(GOOGL.US) Down over 2% yesterday, even the $4T AI champion isn't immune to a market panic

MU and SNDK Hold Firm While Semis Broadly Sell OffBoth Micron and Western Digital's flash storage unit (SNDK) closed up around 3% today. That's worth paying attention to when the Philadelphia Semiconductor Index has fallen close to 10% over the past week.I've been tracking MU closely for a while now. The HBM story is the core thesis: demand for high bandwidth memory in AI training and inference is structural. It's not going away because the macro backdrop gets choppy. When a stock holds up on a week like this, that's often the market telling you the demand picture hasn't changed.Valuation on MU still looks reasonable relative to the cycle and relative to where HBM pricing is heading. I'm not adding here at current levels, but I'm certainly not trimming either. The long-term setup for quality memory names in an AI infrastructure build-out remains one of the more straightforward compounding setups in the semiconductor space.Ten years from now, the world will need significantly more advanced memory than it does today. That thesis doesn't change based on a seven-session PHLX drawdown.

COIN, Circle, and even BitMine trade more like leveraged crypto exposure than actual businesses. If Bitcoin stabilizes, these could bounce fast — but timing them feels brutal.

Micron Just Crossed $1 Trillion. Here's Why I Think This Is a Waypoint, Not a Ceiling

$1.28 trillion global memory market by 2027 from TrendForce. Memory sector was around $180B at the 2023 trough. Even discounting heavily for analyst optimism, the direction is clear: AI compute demand for HBM is real and growing faster than prior estimates 📊