$MU and $SNDK (June 16, 2026-monthly charts) As I often share with my community, the monthly chart is the true domain of serious long-term investors — those who are ready to buy, accumulate, and hold high-quality stocks for at least 3–5 years. The most recent bullish signals on monthly timeframes have been remarkably accurate. 1. $MU — Last major monthly buy signal came near $90. The stock has since gone parabolic. 2. $SNDK — Last monthly buy signal appeared around $50. It too delivered massive gains afterward. If you missed the monthly signals, no problem — simply shift your focus to the daily and weekly charts for the next high-probability bullish setups.

I’ve written a thesis on these 3 themes early on: Neoclouds, Photonics, and Memory. Now, it’s fun to sit back and watch all my thesis ideas play out from $AAOI to $EWY to $NBIS. Even got my warnings right too, $IREN is still stagnant due to the $6B of constant selling pressure from the ATM, while $NBIS reaches ATHs. But the bagholders still don’t want to admit it. Think a core part is knowing what theme comes next with markets, then comes picking the winner + heavy concentration in them. If you went long on software and chose the ideal stock, you’d probably end up not as happy? Photonics is still probably the earliest out of the three. But I can see Nebius end up like AWS one day. And $MU / SK Hynix / Samsung potentially end up like a mini $NVDA if memory demand is structural.

I pushed Chad @chad_ventures to buy more $AMD and $MU again a week ago when whales offered another discount, amid retail skepticism and fear. Now we are so happy to see the premarket price!

Markets should be cheering on domestic champions like $AAOI. Since it's ideal to support critical AI infra from laser fab to production in the US, rather than being a bear. Feels like everyone just outsources transceivers to Asia like Malaysia or Thailand... With $INTC, $IQE, $XFAB, $MU, $WOLF, $SOI, $SIVE, and others... If you haven't noticed by now, they're all critical to US supply chains. And every one of them are getting subsidies for securing Western supply chains. Before a major trade was to short developing US/Western equities, then hedge with subsidized foreign ones. As seen with the energy/solar firms that went bankrupt, this backfired a lot on US AI infrastructure years later with the power grid. I wanted to help change this mindset, since I believe it's very positive sum to invest in building up critical Western supply chains like photonics today. Especially if $AAOI hits their $471m/month projections after reshoring their production to America. Instead of hoping they fail and calling critical nodes in the supply chains memestocks/bubbles, maybe it's good to change mindsets a bit so we don't see a repeat of the US Solar sector years later. US/EU don't just hand out subsidies or CHIPS act grants to anyone.

Morgan Stanley: $NVDA has denied the reports 800V DC has been pushed back. Recent SemiAnalysis reports run contrary to our own checks at Computex. Bro this has gotta be the dumbest CPO/800V selloff I’ve seen. Since the selloff from their claim $MU had 0 share of Nvidia HBM4 https://t.co/YX9apQSVLT

CPO scale out earlier than expected: > Foxconn: est. units register upward and optical switches shipped early to $NVDA CPO scale up timelines from $LITE Mizuho Technology Conference today: “The company expects to start shipping Scale-Up optical products in the second half of 2027, with formal volume ramp-up in 2028” SVP $NVDA networking: “We’re going to ramp up CPO second half of this year”. No delay indications. I’m gonna go ahead and trust industry projections. Where they all reiterate faster timelines for scale out CPO H2 onward. And scale up CPO H2 2027 onward (with main growth happening 2028) Over a questionable motive analyst firm that said $MU had no share of HBM4 Rubin (causing a selloff) Where micron went out shortly later to into enter mass production. (Triple digit return shortly after) I think people going long on temporary bridge architectures from this incorrect report won’t be too happy. Appreciate the buying opportunity though.

Oh look… $NVDA CEO warned memory shortage is expected to persist for many years, due to massive scaling demand of AI infrastructure. With further announcements tomorrow. $MU and $EWY (Samsung/SK Hynix) operating profit projections aren’t looking too crazy anymore? https://t.co/OvjyrifRtO

Fun times with market corrections. Leaders from $NVDA down -4.87% to $MU down -7.03%. High beta names like $PL down -22.02%. Funny to see media always trying to explain like: "Micron suffers record wipeout as Broadcom casts a shadow over chip stocks " Broadcom projected insatiable demand into 2028, just made up narratives. Nothing's changed the AI buildout aside from increasing capex. Main material thing was rate hike probabilities increase. But you have random ones like these few times a year into ATHs. Personally wouldn't try and trade fed decision probabilities and stay long on current company projections (eg. $AAOI $471m h1 2027)

Yes, we talked about why aggressive sizing in some stocks is necessary. This is what I’ve learned from the very wealthy in Asia over the past decade through my observations and interactions with them. Without proper position sizing, meaningful wealth creation is almost impossible. Holding just 100 shares in the right stocks — even in names like $AMD, $NVDA, $AVGO, $TSLA, $MU, $MRVL, $ARM, or $INTC — won’t change your lifestyle or retire you. When we’re in the right stocks, we should size up aggressively during big discounts and continue to add when bullish signals flash across the screen. Maybe Cat @cantonmeow will share a chapter on position sizing in his new book. It really takes us 3-4 weeks to fully explain this.

I never thought I’d see the day where $GOOGL needs to raise $80b for AI capex… Then Warren Buffet’s $BRK.A is funding the hyperscaler AI buildout. - $40B ATM, $30B offerings, Berkshire $10B Upstream ecosystem from $LITE to $AVGO to Mediatek to $TSM to $MU should go brrr. Not sure if the Google holders are though, given this massive capex scale isn’t as funded by FCF.

Many were calling the top on $MU. I bet against them and shared my last buy with my community in the $700-$730 range. https://t.co/Ml1D5lZYjB

And a few months later... my $EWY leaps are now up 485%. From IV expansion and directional memory longs. Unfortunately I did see a lot of people sell during the Iran volatility, due to doomposting everywhere on X. But returns going long on the memory sector from Samsing SK Hynix / $MU have been absolutely disgusting to watch. If you can model Samsung / SK Hynix becoming the most profitable companies in the world in 2028... Maybe it's a good idea to just embrace the volatility and let that thesis play out.

This post aged well. You didn’t buy $MU on the discounts because you’re not following the right people with reliable indicators. Simply relying on red and yellow candles isn’t enough — you’ll continue to miss at least 50% of the picture. You need to combine price action with momentum tools and proprietary signals (which I don’t share publicly to prevent copying). I called my last buy signal for $MU at $738. I even pushed Chad @chad_ventures to load up more at $690-range. For over a year, the crowd has been screaming that $MU is topping. Who cares? I don’t follow any stupid guys on the streets. I follow the wealthy whales and institutions most of the time. When they say yes, why bet against the trend?

RT @dannycheng2022: Don’t blame the market whales, and don’t say it’s “too expensive” or “overstretched.” They’ve given you plenty of opportunities to load up. My daily charts have clearly highlighted every one of these signals, and I’ve been sharing the $MU setup consistently since it was trading around $350. @tonylee80 @Hiteshp99 @starship_ride @cantonmeow @HeidingOut @sheslee

RT @dannycheng2022: Never underestimate the power of simple charts and the beautify of genuine long term investment—these parabolic stocks are likely to go even higher. $ARM $INTC $AAOI $MRVL $AEHR $SNDK $MU blockstack:native $AMD $AXTI $AVGO I've been charting these outperformers almost daily for months now, whenever I can, to keep my community informed. I’d rather not spend time on laggards — it’s not the best use of either of our time.

Don’t blame the market whales, and don’t say it’s “too expensive” or “overstretched.” They’ve given you plenty of opportunities to load up. My daily charts have clearly highlighted every one of these signals, and I’ve been sharing the $MU setup consistently since it was trading around $350. @tonylee80 @Hiteshp99 @starship_ride @cantonmeow @HeidingOut @sheslee

$MU (May 27, 2026-daily chart update) To the skeptics and those who missed the recent rally: if you know how to read my charts properly, here are the 9 reliable buy signals you can trust. The whales have given us plenty of opportunities — it all comes down to who you follow and your own conviction to buy or sell. If you missed the boat this time, no worries — just find the next strong setup. And for those riding with us… $1,000 is still very much on the way, just like I shared in my previous video.

And now… $MU finally hits a $1 Trillion marketcap. I did say this looks like the next $NVDA given how memory demand looks structural with AI. This stock probably made a lot of millionaires going from $80 to $887. https://t.co/5VFdvcuu2c

RT @dannycheng2022: Forward P/E of the 4 Memory Stocks (as of early May 2026) 1. $MU (Micron Technology): ~6.4x Lowest in the group — looks the most attractively valued on expected earnings. 2. $SNDK (SanDisk): ~11.7x Moderate valuation, sitting in the middle. 3. $STX (Seagate Technology): ~29–32x Significantly higher multiple. 4. $WDC (Western Digital): ~31–33x Also trades at a premium valuation. Quick Takeaway: $MU and $SNDK stand out as the cheapest on forward earnings, while $STX and $WDC appear more expensive. These are volatile memory stocks, so valuations can change quickly with market sentiment and earnings updates. I’ve been charting these stocks daily with the patreon community for months and will keep doing so until we see a clear trend reversal.

AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections. You're not bullish enough. And it might be a good idea to stay exposed + own the keys of the AI Kingdom: -> $AXTI controls the materials buildout with photonics. -> $SOI controls the AI buildout with silicon photonics. -> $SIVE controls laser chokepoints for CPO. -> $IQE controls Western epiwafer supply chains for photonics. All these started off as tiny companies, yet the trillions of projected capex gradually upward to them.  There's many more in other industries as well. -> AI Capex flows to Neoclouds like $NBIS. -> AI Capex flows to memory like $MU and $SNDK. And many of the "commodity" materials or "science projects" for the past 20 years now a sudden shift in exponential TAM expansion. We're witnessing the next industrial revolution with Artificial Intelligence + Physical AI.

I don't post dollar amounts because they don't matter. What matters is return %. Speaking of that... YTD: 3840.39%. I'm probably the only one in the world. Who called out multiple names that 10x'd in a short timeframe. Do you remember these thesis anon? 1. $AXTI 2. $SIVE 3. $AAOI 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron 10. Nitto Boseki 11. $OSS 12. $GDRZF 13. $RPI 14. $SOI 15. $ALRIB 16. $SNDK 17. $SIMO 18. $VPG 19. $TSEM 20. $ARM 21. $MRVL 22. $INTC 23. $LPK 24. $NBIS 25. $MU They're all up 100-1000%+, because... 1. I post a thesis. 2. People can see how the stock performs months later. 3. They turn out right (thesis validation) because they're up hundreds of percent + hold their returns. I really dislike the traditional X influencer who shows large dollar amounts or fancy watches/cars/private jets. Then use that to get more by selling expensive subscriptions rather than through market returns. So trying to set a new trend off pure information discovery/synthesis from free thesis posts and the results that follow in terms of return percentages. TLDR: Market returns in terms of percentages matter the most to validate a thesis. Not the dollar amount made.

??? $RDDT is literally lower IQ than $IREN investors? I didn't do all this research on $AXTI ... Just for you all to make 380% on it, call it a $MU memory competitor and then a scam? The lack of technical literacy is exactly why I got banned from there. https://t.co/sgrFTgcwfM

Leopold released his 13F and uhh... WHAT IS THIS? Puts in $SMH $NVDA $ORCL $AVGO $AMD $MU $TSM $ASML Bro turned into Michael Burry However, the fact that he was in these positions on March 31st means that the following rally over the next six weeks absolutely obliterated him. What is happening to Leopold (or what does he think is happening to us)?

RT @dannycheng2022: Forward P/E of the 4 Memory Stocks (as of early May 2026) 1. $MU (Micron Technology): ~6.4x Lowest in the group — looks the most attractively valued on expected earnings. 2. $SNDK (SanDisk): ~11.7x Moderate valuation, sitting in the middle. 3. $STX (Seagate Technology): ~29–32x Significantly higher multiple. 4. $WDC (Western Digital): ~31–33x Also trades at a premium valuation. Quick Takeaway: $MU and $SNDK stand out as the cheapest on forward earnings, while $STX and $WDC appear more expensive. These are volatile memory stocks, so valuations can change quickly with market sentiment and earnings updates. I’ve been charting these stocks daily with the patreon community for months and will keep doing so until we see a clear trend reversal.

$MU (May 13, 2026-monthly chart) Why bet against the trend when it is your best friend? https://t.co/VjgPB4MfK9

For Towa (6315): Earnings are very nuanced. I got the current ER "Beat" wrong in my original thesis (short term), my bad. But it's an amazing structural long and setup for H2 2026 rather than H1. TLDR: Near term bearish algorithmically since they miss the nuance, very positive H2 (markets are forward looking) Revenue ¥54.36B (+1.7% YoY), Net Profit at ¥4.59B (-43.4% YoY). Operating Profit ¥6.91B (-22.1% YoY) News headlines say "EPS crashed -43.4%" or "order miss" that might trigger an algorithmic selloff. 1. As you've seen with US Towa trading, "EPS crashing -43.4%", and algos might have sold headlines. -> But this was due to last year, of one-off "compensation for damage" payout and one-time ¥1.3 billion yen stock sales from last year. -> Also "increased initial costs for new customers in compression equipment." for new equipment is caused profitability losses this quarter. So a bit of an accounting mirage, not really any profitability issues + scaling new orders, so one-off. However: Margin inflection point is already here. Which is the biggest signal. Full year operating margin was 12.7%. For the annual average to reach 12.7% when Q1-Q3 was hovering around ~10%, Q4 should have been around ~18.4% or something? Which is extremely bullish moving forward for profitability, and shows HBM compression machines are doing work, compared to legacy equipment. 2. Order book "miss": "Acceleration expected during the second half of fiscal year 3/27 as front-end process production capacity expands." This signals $MU, Sk Hynix, and others don't have the floor space ready yet, since they're still building front-end wafer fab lines. But H2, is setup for massive beat. Demand visibility is there... just revenue/profit ramp deferred to H2. _ Towa forward guidance forcasted ¥64.0B in Sales (+17.7% YoY) and ¥10.24B in Operating Profit (+48.0% YoY), which signals all time high profitability in the future. IMO they also sandbagged revenue guidance, since they literally said acceleration second-half but didn't give much of a projection beat. Japanese companies tend to be ultra conservative too, their dividend hike is a large signal too Regardless, I think the US selloff was probably just due to negative accounting headlines + lower liquidity. Also I was a bit too early by like 4-6 months. But Towa is an extremely positive setup for H2. Just not your explosive $SNDK $AAOI 10%+ a day type company. TLDR: Long term bullish, short term lot of nuances missed with headlines. Just need to wait a few more months if you have patience. Margins are increasing, revenue/orders deferred H2, dividend hikes, etc.

I think $MU would hit my first target (in the video) very soon. I’ll keep sharing my target prices through cartoon videos (mostly for fun). Hope you guys enjoy them! I’ve done this before with $AMD, $GOOGL, and $MU.

Just two months ago. Everyone on X was bearish on $EWY, $MU, Sk Hynix, Samsung, saying Korean markets / Memory was like the "Silver Bubble". And that LNG/Helium/Oil fears would tank markets. Now suddenly everyone that was doomposting was "bullish" all along. There's a difference between just tagging along the news flow. Then having money at stake and having the correct contrarian opinion while everyone was bearish. Anyway, $EWY longs are now up 350%+, just goes to show how much noise there is nowadays.

Is it just me… Or does it feel like everyone on X or $RDDT made millions off of $INTC, $MU, and $AMD recently? https://t.co/CWEt5rcusn

Just a TLDR of recent semi developments: 1. $TSM pushing hard CoPoS - VisEra/others might go brrr earlier than expected. 2. $AAPL goes with $INTC for semi production, which is a major shift cause they normally go with TSM. Made in America go like Intel go brrr. 3. $NVDA Vera Rubin reportedly makes changes to cooling architectures very recently. "Taiwan's thermal management suppliers are emerging as one of the fastest-growing segments in the AI hardware ecosystem" - From Last Month. "Vera Rubin server architecture is expected to drive a fundamental shift in data center cooling and system design" Will cover thermal ecosystem later, maybe it's time to take a look? 4. 2D NAND shortage spirals after Samsung, Micron, and rivals exit market Macronix, Windbond go brrr. implications for GigaDevice and other niche players. 5. "Big Tech reportedly offers to fund SK Hynix fabs and EUV" - Memory that badly bottlenecked that mag7 wants to pay for it, so $MU, SK Hynix, Samsung go brr. 6. $TSM 2026 net revenue $12.6B for April 2026. Revenue up 30%, Semis keep going brr. 7. Anthropic needs compute -> SpaceX. So implications for compute demand is extreme here which is BRRR $NBIS and others. But it's very interesting they sidestepped Neoclouds and went with SpaceX. 8. "SKC to Accelerate Mass Production of Glass Substrates for U.S. Clients by the End of the Year" "the end of the year, ahead of its original plan, it has been announced" Glass Core substrates players like $LPK for mass production and other related players like SKC go brrr. Glass timelines moved up. heavy brrr glass. 9. "Power chip shortages deepen as AI server demand and GaN battles escalate" Maybe time to look into the power chip bottleneck anon? 10. "Adata said DRAM and NAND flash contract prices will each climb more than 40% in the second quarter of 2026" Another positive for $MU, SK Hynix, Samsung, $SNDK, and others.

My Singaporean friend @elynast helped me create a fun video laying out my very first price target for $AMD. Honestly, it was just for fun — I never imagined $AMD would explode into a full-blown parabolic rally like $MU, $SNDK, and $STX so fast. But here we are. A massive thank you to my loyal Patreon subscribers who have trusted my technical analysis through thick and thin. Over the past year, we’ve faced both wins and tough drawdowns, but I’ve always stressed the same core truth: it’s not about perfectly timing the bottom — it’s about heavy position sizing and relentlessly adding at major support levels and when my signals flipped bullish, we went aggressive — and those compounding gains have spoken for themselves. Last cycle, I was fortunate to load up on $NVDA at $15.2 and $PLTR at $8.8. This cycle, I feel incredibly lucky again — catching the right name early and adding aggressively, week after week, for an entire year. To everyone who trusted the process: you’re seeing the results of patience, discipline, and conviction. To those who unsubscribed — no hard feelings. There are always plenty of content creators out there promising overnight riches and moonshots! I sincerely wish you every success in your investment journey! My approach has always been different: building real, sustainable wealth through long-term conviction and patience. We’re just getting started!

Forward P/E of the 4 Memory Stocks (as of early May 2026) 1. $MU (Micron Technology): ~6.4x Lowest in the group — looks the most attractively valued on expected earnings. 2. $SNDK (SanDisk): ~11.7x Moderate valuation, sitting in the middle. 3. $STX (Seagate Technology): ~29–32x Significantly higher multiple. 4. $WDC (Western Digital): ~31–33x Also trades at a premium valuation. Quick Takeaway: $MU and $SNDK stand out as the cheapest on forward earnings, while $STX and $WDC appear more expensive. These are volatile memory stocks, so valuations can change quickly with market sentiment and earnings updates. I’ve been charting these stocks daily with the patreon community for months and will keep doing so until we see a clear trend reversal.

Never underestimate the power of simple charts and the beautify of genuine long term investment—these parabolic stocks are likely to go even higher. $ARM $INTC $AAOI $MRVL $AEHR $SNDK $MU blockstack:native $AMD $AXTI $AVGO I've been charting these outperformers almost daily for months now, whenever I can, to keep my community informed. I’d rather not spend time on laggards — it’s not the best use of either of our time.

$MU (May 4, 2026-weekly chart update) The Volatility Hole is the most accurate indicator in my TA. Without it, all the candles are meaningless. MU is one of the strongest bullish tickers I chart for my community every single day — since $250. Volatility is the ultimate gateway to wealth creation… if you know how to harness it!

Wow, names like $TOWA (6315) are super boring to watch… Especially since KR/TW markets are closed today. Only up ~11% so far. But like Hammond or Tower Semi… Towa seems like a pretty steady compounder up throughout the duration of new memory cycles. Bc it receives unavoidable capex inflows from $MU, SK Hynix, and Samsung their monopoly status. At least Enplas has some volatility… (, they grew their AI test segment 225%+ operating profit y/y) Then "Mass production of lenses for 1.6T optical transceivers has launched." Pretty sure they’re sandbagging + have legacy drag confusing algorithms regarding AI segment acceleration. Good time to take a break from watching markets I guess.

Fun Trade Idea: Long $RPI (Raspberry Pi) Reason: 🦞 Openclaw / Picoclaw / Nanobot + Hoarding. Everyone has been openly hoarding Apple Mac Minis and were long Apple. But $APPL is already a $3.7T+ company. Product mass-buying won't make a dent. Raspberry Pi, however, is a 542.68M company. The revenue is material. Feels like markets haven't priced this in since I've seen almost 0 mentions about the ticker on X (but many product mentions). And it's only recently that have the hoarding started Raspberry Pis, as they're much cheaper than $500+ Apple products. They also have their mini $NVDA CUDA-light utility ecosystem that people use. So it turns out these extremely cheap $20 or $200 devices are perfect for deploying mass deploying isolated instances. The reason is for OpenClaw orchestration (so they don’t mess up your device) -> interfacing with a central LLM via API. Before people were just buying 1 or 2 for hobby/education purposes, so revenue has slowing. But now Silicon Valley startups and individuals anecdotally appear to be buying tens or hundreds of these things to run concurrent OpenClaw agentic swarms or do stuff like agentic marketing on Reddit and other places. And no, there are many applications that can't be done by spinning up AWS VPS, so people do it locally (there's TOS around automation/AI bots, so companies setup their own servers). That being said main downside risk is that its - partially foundation owned, and they might not hike rates like $SNDK or $MU does, even if there's extreme demand - Subject to memory price hikes like LPDDR4 component so this is not a major position. However, going forward, revenue should increase due to people buying tens or hundreds of these things for running AI agents. Balance sheet also looks clean with low downside risk: - ~$280M - $300M revenue - ~$75M+ Gross Profit - ~25% Gross Margin - Net income: ~$10M - $15M - Net Cash: $28M Analysts currently project revenue growth closer to 14–17%. But if the demand influx continues, we might see revenue numbers might hit increase from 14% growth to a modest 48-55% if hoarding continues. Consumer segments are roughly 1/3rd of revenue but the newfound buying from Openclaw + variants is a new cataylst nevertheless for re-rating. Especially now that Picoclaw and compressed OpenClaw variants are now able to be run on $20 Raspberry Pis instead of just the Raspberry Pi 5’s. But seems like people just forgot Raspberry PI was a publicly stock as well. The stock price is down 56% 1Y to 542.68M euro MC to an all time low. So this might be that tailwind for a reversal. There's also a non-zero chance OpenClaw is a long term catalyst for Raspberry Pi based, agentic deployments. TLDR: People are openly buying Raspberry Pis and Apple Mac Minis for Openclaw/Picoclaw, so revenue should benefit from increased demand.

RT @charaninvests: NAND giants like Samsung, SK Hynix, $MU, and $WDC via the Kioxia JV got crushed in the 2022 to 2023 downturn. Prices collapsed nearly 70 percent and the industry was forced into roughly 40 percent capex cuts. That pain permanently changed behavior. Now AI is driving more than 50 percent annual NAND demand growth in data centers. The industry has shifted from chasing volume to enforcing price discipline. There is no incentive to overbuild and destroy margins again. Supply stays tight because new fabs take years to matter. Projects like Micron Boise and SK Yongin will not meaningfully impact capacity until 2028 at the earliest. Meanwhile hyperscalers are locked into long term agreements through 2029 securing allocation at premium pricing with projected margins in the 65 to 70 percent range. This is not greed. It is strategy. Prioritizing profitability over volume creates sustained undersupply and turns NAND into a margin fortress for the next several years. The numbers already confirm it. $WDC NAND revenue up 94 percent year over year with margins at 52 percent and rising. $MU showing over 60 percent growth while also owning the HBM angle for AI. AI makes this a structural multi year shift. Long $MU $SNDK

BULLISH $MU $SNDK

NAND giants like Samsung, SK Hynix, $MU, and $WDC via the Kioxia JV got crushed in the 2022 to 2023 downturn. Prices collapsed nearly 70 percent and the industry was forced into roughly 40 percent capex cuts. That pain permanently changed behavior. Now AI is driving more than 50 percent annual NAND demand growth in data centers. The industry has shifted from chasing volume to enforcing price discipline. There is no incentive to overbuild and destroy margins again. Supply stays tight because new fabs take years to matter. Projects like Micron Boise and SK Yongin will not meaningfully impact capacity until 2028 at the earliest. Meanwhile hyperscalers are locked into long term agreements through 2029 securing allocation at premium pricing with projected margins in the 65 to 70 percent range. This is not greed. It is strategy. Prioritizing profitability over volume creates sustained undersupply and turns NAND into a margin fortress for the next several years. The numbers already confirm it. $WDC NAND revenue up 94 percent year over year with margins at 52 percent and rising. $MU showing over 60 percent growth while also owning the HBM angle for AI. AI makes this a structural multi year shift. Long $MU $SNDK

$MU looks like the next Nvidia. When Nvidia was $400B (now $4.5T+), markets thought GPUs were a short-term cycle. Same with memory today. AI has broken that cycle. With the same "Made in America" and White House backing like $INTC: Don't overthink things with Micron. https://t.co/LBhbVjoKGz

Over the next three years, NAND companies are basically going to be printing money. Just look at these insane gross margins. $SNDK $MU https://t.co/aGz3aW28io