Marc A.

Blue Horseshoe.....
Wall St
MAGA
USA
DJT#1
Full disclosure... on stock opinions I post about. I am long.

[Marc A. @Dxprt]

@Thomas_james_1 Let’s GO

[Marc A. @Dxprt]

@SavannahMaeUSA 100% "10"

[Marc A. @Dxprt]

Save NY from "stupid"! Bruce 4 Gov......

[Bruce Blakeman @NassauExec]

This is what Kathy Hochul's New York really looks like.

She raised taxes by $8 billion, hiked tolls and fares 21x, and ended cash bail so violent criminals walk free.

When I am Governor, I will cut your taxes, restore cash bail, and make New York safe and affordable again.

[Marc A. @Dxprt]

100% with this analysis! $MU and other in the memory space as well!

[EliteOptionsTrader @EliteOptions2]

The $MU memory cycle is over and the bubble is popping.

At least that's what the market is pricing after a 25% crash in two weeks. There's just one problem: the "bubble" is sold out for the next two years.

Two weeks ago $MU printed one of the greatest quarters in semiconductor history: $41B in revenue, up 345% YoY, 85% margins, and guidance for $50B next quarter. The stock made new ATHs at 1259... then gave back 300 points on cycle fears.

But this isn't the old Micron; 16 take or pay contracts with binding price floors and $22B in customer deposits mean customers pay whether they take delivery or not. Management says margins at FLOOR pricing would still exceed past peak margins. Bears are trading the 2018 playbook against a company that rewrote the rules.

The chart is now backtesting the exact zone that launched the last leg. 966 was the breakout level; $MU sits just under it at 938 with monthly support at 810 below. Reclaim 966 and hold, and 1100 comes fast. Thru 1100 and the ATH retest at 1259 is in play. Break 1259 and the 1500 melt up thesis is fully alive again.

HBM4 Is the Inflection
$MU was just approved as an HBM4 supplier for $NVDA's Vera Rubin platform with shipments starting this half. HBM4 revenue already crossed $1B and the ramp is moving 2x faster than HBM3E did. Micron now sees the HBM market topping $100B by 2027 (a year earlier than projected). First wafers from its new $9.3B Japan fab came off the line on July 4, and fresh supply deals with Ford and GM keep widening the demand base.

Trade Ideas
$MU above 966
Swing Trade: MU 8/21 1500C
Day Trade: MU 7/10 1000C

The market is pricing the death of the old memory cycle. It hasn't noticed the new one has a floor under it. When it does, the reclaim will be violent.

[Marc A. @Dxprt]

!

[MrTruthBomb @realMrTruthBomb]

SETH RICH + EP1 CONCLUSION
Q-THE SERIES - CHAPTER 6 - [QTSEP1CH6]

In Chapter 6 from Q-The Series (Episode One - 'THERE IS NO QANON') we look at how Seth Rich was murdered for leaking the DNC files to Julian Assange - which the media covered up by blaming 'Russian hackers'.

[🇺🇸RealRobert🇺🇸 @Real_RobN]

And there it is:

🚨🚨The Federal Reserve confirms one of the largest home-price increases in modern U.S. history:

Biden’s illegal invasion drove home prices up by 30% and rents by 20%, directly harming U.S. citizens’ housing affordability.

This is Stephen Miller, White House Deputy Chief of Staff for Policy and United States Homeland Security Advisor:

“We’re going to see the first-ever effort in American history to reclaim the ultimately trillions of dollars that were stolen from taxpayers by the Democratic Party.”

Detained illegal aliens set to be deported confirmed that they are on Medicaid.

@StephenM “What we’ve found since Donald Trump came into office is that the Democrats have set up a system to funnel hundreds of billions — and ultimately trillions — of dollars to migrants in our country, often from places like Somalia.

For example, U.S. Immigration and Customs Enforcement recently asked a group of illegal immigrants in detention whether they were receiving Medicaid. Half of them raised their hands and volunteered that they were on Medicaid — and these aren’t the ones who are hiding it.

We’ve seen this over and over again.”

The Democrat Party’s ultimate goal is to overthrow the constitutional republic of the United States.

[Marc A. @Dxprt]

@TrendSpider After 20-30% correction in a bit over a week. What a bold call. Time to rotate back into semi's!

[Marc A. @Dxprt]

He is a big mouth, lying scumbag and deserves the worst! Will he go to MSNBC to whine and bitch? Yep he will. His political show and need for attention hopefully costs him!!

[GRANDPA’s FREE ADVICE @GOP_is_Gutless]

🚨 Breaking! Dirty D.C. Cop Michael Fanone being referred on 7 counts in D.C. for January 6th lies while under oath along with several other officers including officer Michael Byrd who shot Ashley Babbit in the throat.

[Marc A. @Dxprt]

@MsVeilMoney Please tell Jimmy Swanson -only a Pu C like him would open his stupid loser mouth and BLOCK so you can not respond. Send the MIDGET my regards
Tell him - Trump is the best ever!
MU SNDK will be a lot higher soon!
Regards to the loser

[Marc A. @Dxprt]

@swanson_ji41137 @MsVeilMoney @Swanson You are the definition of a LOSER!
Please let the "block" artist know. HE IS A MIDGET

[Marc A. @Dxprt]

@swanson_ji41137 @MsVeilMoney 100% a Trump supporter and pro USA!
36 years on Wall St.
Dumb money? LOL - shut up you midget!

[Marc A. @Dxprt]

@swanson_ji41137 @MsVeilMoney Now the LIL penis named SWANSON has to call a NYC born individual like me white trash LOL and block me. He angry cause he has a lil penis and big losses!

[Marc A. @Dxprt]

@swanson_ji41137 @MsVeilMoney I didn't cause any dumb money bubbles, My timing first posts was spot on.
I actually posted last about MU at 330 and Sndk at 575 Months ago. Made money you can only dream of!

[Marc A. @Dxprt]

@swanson_ji41137 @MsVeilMoney Just a correction before a huge leg higher!
Great Growth Great valuation No end in sight for this super cycle

[Marc A. @Dxprt]

Well young man. Wall St tends to be irrational quite often. It's a game. Once everyone is in "they" pull the rug and send out all sorts of headlines to make people panic and sell. In stealth like fashion smart money and institutions start accumulating. at the much lower prices! Pain before the gain is a term I use often!

[Marc A. @Dxprt]

@ben__investing I am long from much lower prices and used this dip to add $MUU and a few calls for Aug and Sept!
Lets GO!

[Marc A. @Dxprt]

.....

[Leif | Investing @LeifInvests]

BlackRock just ranked its 30 most important AI stocks. Several are already rallying after making the list.

If you’re investing in AI, this is a list worth paying attention to. 🚀

Full rankings below (1-30)👇

Micron Technology | $MU
AMD | $AMD
Taiwan Semiconductor | $TSM
NVIDIA | $NVDA
Marvell Technology | $MRVL
Broadcom | $AVGO
CoreWeave | $CRWV
Oracle | $ORCL
Super Micro Computer | $SMCI
Western Digital | $WDC
Seagate Technology | $STX
IBM | $IBM
Microsoft | $MSFT
Arista Networks | $ANET
Palantir | $PLTR
Constellation Energy | $CEG
Snowflake | $SNOW
Bloom Energy | $BE
Astera Labs | $ALAB
Accenture | $ACN
Credo Technology | $CRDO
Entegris | $ENTG
Onto Innovation | $ONTO
Celestica | $CLS
Amkor Technology | $AMKR
MongoDB | $MDB
Tempus AI | $TEM
Workday | $WDAY
CoStar Group | $CSGP
Rambus | $RMBS

[Marc A. @Dxprt]

@CEOcharting @QC_Capitals Nothing left? Just look at Rev est for 26' and 27' and yes we are in a super cycle. A lot of room to run. Lot's left!

[Marc A. @Dxprt]

@QC_Capitals I'll take $1100 next week and $1450 to 1550 by next earnings report

[Marc A. @Dxprt]

$MU $SNDK - Please remember, last time MU announced (3 mo and 2 weeks ago) the stock went down over 9 days from $475 to $318 - My post said 'they were wrong" and they were. $SNDK famous short seller ( stock manipulator) Called a short at 675 and I said he was absolutely wrong!
Past week looking like a repeat!
I added $SNDK and $SNDU to my positions
I added $MUU to my MU position as well as aug sept calls. Feels like a capitulation. Look at the rev for 2026 and 2027 estimates. You sell I buy
Just my OPINION Good luck