u/emdoller

I just attended the future of memory and storage conference this week. The demand is REAL.

https://news.skhynix.com/en/q2-2026-business-results/

SK Hynix earnings this evening…

The average d40/60 is what I’m banking on. We’re due!!

Summary: This dashboard analyzes Micron’s stock performance following the last 20 quarterly earnings reports, measuring returns, drawdowns, and recovery patterns from the earnings date through 60 trading days afterward. It highlights recurring post-earnings behaviors—including immediate rallies, pullbacks, and delayed recoveries—to provide historical context for the current earnings cycle. Because Micron’s business fundamentally changed with the emergence of AI-driven demand for HBM and server DRAM, the dashboard also separately tracks the AI Infrastructure Cycle (beginning with the December 2023 earnings report) to compare today’s stock performance against both the full historical record and the current AI-driven market environment. The objective is not to predict future returns, but to place the current earnings cycle in historical context and identify how closely it is following prior post-earnings patterns.

Selling puts when MU pulls back has been an ATM for me. That and selling covered calls when it runs up. Embrace the volatility and the high put/call premiums knowing it’s going to $1500.

From Wells Fargo Analysts

Our Call
TSMC's results + forward commentary highlight continued AI-driven demand (HPC rev +47% y/y in US$); 3Q26 guide +3% vs. prior consensus estimate. 2026 capex guided up to $60-$64B (vs. prior high-end of $52-$56B). See tables / charts below.

This is what us MU investors want to see.

This is great! Hope this pushes MU higher!!

This stock is so undervalued!!! FYI SNDK is 27 and INTC is 113!

https://gagadget.com/en/717321-samsung-is-raising-memory-prices-again-and-your-next-phone-or-laptop-will-feel-it/

Looking forward to our 60d gains!!

I have CPPS and came across a medical paper that relates CPPS to tryptase found in CPPS sufferers. The paper said taking cetirizine (zyrtec) could help alleviate symptoms. I started Zyrtec and within days my pain stopped. It’s gone and I’m taking Zyrtec every day. I contacted one of the authors, Dr. Schaeffer at Northwestern and discussed my results. I’m hoping this helps someone.

What led me to this is I have a genetic condition called HaT which means my baseline tryptase level is elevated. About 5-6% of the population have this and many don’t know it.

Here’s the paper.

https://pmc.ncbi.nlm.nih.gov/articles/PMC3662223/