NeutralMUMicron TechnologyMicron TechnologyCRDOCredo Technology Group HoldingCredo Technology Group HoldingIRENIREN LIMITEDIREN LIMITEDNBISNebius Group N.V.Nebius Group N.V.NVDANVIDIANVIDIARKLBRocket LabRocket LabSNDKSandisk CorporationSandisk Corporation

6d ago on

Damn it. Turns out the Democrats learned at least one thing from Trump: how to nuke the market right when everyone is waiting for fireworks. $IREN -20% | $NBIS -18% | $SNDK -21% | $CRDO -17% | $MU -16% | $RKLB -15% | $NVDA -10% Appreciate it, guys. Just bring back communism and outlaw AI already, so we can finally go back to the "good old days."

NeutralMUMicron TechnologyMicron TechnologyCRDOCredo Technology Group HoldingCredo Technology Group HoldingIRENIREN LIMITEDIREN LIMITEDNBISNebius Group N.V.Nebius Group N.V.NVDANVIDIANVIDIARKLBRocket LabRocket LabSNDKSandisk CorporationSandisk Corporation

6d ago on

Damn it. But the Democrats have learned something from Trump. That is, how to crash the markets just when everyone is expecting a celebratory fireworks display. Thanks a lot—all that’s left is to bring back communism and ban AI. Then we’ll all live like in the good old days. $IREN -20% $NBIS -18% $SNDK -21% $CRDO -17% $MU -16% $RKLB -15% $NVDA -10%

NeutralMUMicron TechnologyMicron TechnologyAAOIApplied Optoelectronics, Inc.Applied Optoelectronics, Inc.SNDKSandisk CorporationSandisk CorporationSPCXSpaceXSpaceX

6d ago on

$POET has a new institutional investor: Fund Resources Investment Holding Group Co., Ltd. The reported position is 778,000 shares worth $5.82M. This is the hedge fund’s first purchase of POET. Its total portfolio is worth $359.2M. In addition to POET, the fund invests in $AAOI, $MU, $SNDK, and $SPCX.

MUMicron TechnologyBullishMicron Technology

1w ago on

$MU is in an interesting support zone where the Risk-Reward ratio favors buyers. In addition to the 0.50–0.618 Fibonacci retracement zone, the price is at the lower boundary of a "Triangle" that has formed on the 1D chart. This boundary also acts as a sloping support line for a potential uptrend. The consensus forecast from Wall Street analysts sets a target price of $1,562 (+85%). A potential deeper pullback is possible down to the 1W fractal ($652). The overall Risk-Reward ratio is ~3.70.

BullishMUMicron TechnologyMicron Technology005930Samsung ElectronicsSamsung ElectronicsDRAMRoundhill Memory ETFRoundhill Memory ETFSNDKSandisk CorporationSandisk Corporation

1w ago on

The $DRAM ETF recorded its first capital inflow in 30 days (+$17M) right at the peak of the capitulation. After a month of panic and a net outflow of $2.65B, "smart money" began buying the dip. Throughout the month, the memory sector was sold off due to profit-taking and fears surrounding hyperscalers’ CapEx. The fund’s key holdings experienced a deep correction: • $MU: −16.9% • $SNDK: −33.8% • $SKHY: −19.0% • Samsung Electronics: −17.0% The outflow of funds is weeding out "weak hands." However, a 35% decline in stock prices presents an excellent opportunity to accumulate assets that will continue to grow in 2027. The structural shortage of HBM4 and server SSDs persists, while forward multiples have contracted to multi-year lows. I expect that, barring a new "Black Swan" event, November will see a return of liquidity and a technical rebound in DRAM prices of +15–20%.