MU
Micron Technology, Inc.
stock NASDAQ

Good point! I'll keep watch for those opportunities. Maybe MU if they do well, considering their massive run-up 🤔

TSM, MU, DDOG, AMZN, BABA

YEs, exactly as they have always been a commodity company and still have a substantial amount of their sales in commodity chips. They currently have some HBM chips that are supposed to be better than others and if that proves to be true then they can do well. Samsung, I think faltered in their efforts compared to MU, otherwise Samsung would crush them. MU is a gnat in the memory space so I dabble with them some. They got a BIG lift early on in the AI euphoria just like AMD and then crashed along with it. The recent move seems to suggest they are finding favor just like AMD recently. Ultimately their HBM chip is likely to become a commodity as well, but for now it is in short supply relative to demand giving them some pricing power which is very unusual for them. I am not sure they know what to do about it.

Any increase in MU stock value henceforth is a direct effect of me exiting my position yesterday.

I hadn't paid attention and didn't even realize MU had dipped that low!
Every time I hear an earnings call from him, I come away thinking they manage it more like a commodities company than a leading edge tech company.

MU REALLY broke out about June 2nd and has made a very satisfying run higher since. I don't know how high it might go, but right now on the daily charts it is sitting above the 2nd STDEV above the mean which is now overdue for some sort of retracement in the short-term say 1-3 weeks. Longer term if it can possibly reach higher prices based on fundamental valuation, then we could well be seeing a basing pattern being put in place now. MU did hit 157 a year ago, so matching that in the next few months would be an amazing recovery. I have some shares at a 135 basis I should have added more to along the way and I'd be green now. I think MU's future is tied a good bit to AMD.

Thinking about diving into MU for earnings. I can't believe its ride. It hit a bottom of $61 and now has done a complete turn around

MU first now, AMD second now its MRVL fuck me.

MU has just been chugging along. Up 25% in the last month

It’s no secret we are massive Stan Weinstein Stage Analysis disciples — and $ACMR is one of the cleanest multi-timeframe setups we’re tracking right now (not for today — but for post-Powell opportunity).
[ACMR VRVP Daily Chart](https://preview.redd.it/wxnn4opz9o7f1.png?width=1292&format=png&auto=webp&s=28693b409f793a019919b5ec44a450296461b173)
**📈 Stage 2 Breakout Potential:**
• $ACMR is sitting just below a declining resistance trendline that dates back to 2021, this is a 4-year base.
• As Wyckoff would frame it: we are moving from multi-year accumulation → into potential markup phase.These types of bases can produce ridiculously explosive moves, and if traded correctly with trailing stops this can be a multi month/year trade.
**🧩 Sector Context:**
• Semiconductors remain one of the strongest groups in the market ($NVDA, $MU, $AVGO).
• $ACMR isn’t a semiconductor itself, but is highly correlated, it’s in the same supply chain, and benefits from the group's strength.
**⚠️ Current Price Action:**
• $ACMR is coiling just under this major breakout zone — weekly and monthly charts confirm supply is thinning out.
• No “early” entry here — we will wait for clear confirmation after Powell, and will prioritize staged entries when the breakout validates.
**The best trades often emerge when:**
1️⃣ Structure aligns across weekly + daily charts.
2️⃣ The stock is in a leading group.
3️⃣ Volume patterns show accumulation under resistance.
That’s $ACMR right now.

All I care about is AMD and MU

Thinking about selling some puts for the upcoming MU earnings. The $110 strike expiring on 7/17 looks tempting.