🅰️J

stonks 🤥

[🅰️J @TheAjayCV]

$MU

Micron has played all their cards right with respect to the Trump administration. They donated to the White House ballroom, they donated to the Trump accounts. They also gave Elon Musk a good allocation at a reasonable price even though they were soldout for 2026.

Least the administration can do is ban Apple from using $CXMT. If that decision comes in Micron’s favor that would be a big catalyst for the stock going into August.

[🅰️J @TheAjayCV]

@PhotonBull don't think it is up yet lol

[🅰️J @TheAjayCV]

@wave3trades honestly management doesn't think short term. In the bigger picture this does not matter. They do things as they come up based on previous behaviors. no harm in us hoping these 2 things align in the short term though would be real nice for the sentiment change currently.

[🅰️J @TheAjayCV]

@DTrades98 If August turns out to be a high beta month then yes. As the war gets going longer without a ceasefire it is highly unlikely though which is the sad part. If there is a ceasefire before July gets over the odds increase

[🅰️J @TheAjayCV]

So wrong on $ASTS. It is early but the company is doing phenomenal work. Please read up. They just got Japan-LEO constellation beating SpaceX and also have a JV with all the top 3 carriers in the US. They have also deployed the world’s biggest foldable satellite array successfully. They will arrive commercially in the US big time in 2027 as the CEO’s of AT&T and T mobile have alluded to in their er calls this week. The defense opportunity is also huge with radar.

[🅰️J @TheAjayCV]

@wave3trades $ASTS with out doubt. It is the NBIS of space and it is attacking the bigger TAM than rocket lab.

[🅰️J @TheAjayCV]

@chutneylife easily the worst of all MAG7.

[🅰️J @TheAjayCV]

@Kev_spc @HeeraniPK $ASTS wrong take in the long term when launch is going to be a commodity by 2030. There will more than 10 launch companies availble

[🅰️J @TheAjayCV]

$ASTS no spaceX wont be faster to D2C, infact it is behind easily by a few years. They don't have the architecture (tech) nor the distribution to reach millions of users. 2027 will reveal this in a bigger way once all there major US carriers start commercial service to unmodified phones and spaceX is not to be found in D2C.

[🅰️J @TheAjayCV]

@_HalalTrader_ As long as they don’t insane margins and leverage we hitting $1500 soon

[🅰️J @TheAjayCV]

@StockSavvyShay Thank you Jim for the love, now we rip!

[🅰️J @TheAjayCV]

@RosannaInvests @TheLongInvest $ASTS will 10x from current low price in 18 months similar to what tesla did.

[🅰️J @TheAjayCV]

@AdityaInvests90 How accurate is hyper liquid on weekends for what actually happens in the market? Do you have previous data ?

[🅰️J @TheAjayCV]

@moinvests28 Yes there will ups and downs but over a long period it is a easy 10x. How long is debatable but I’m inclining 3-5 years max could be much faster all depends on execution

[🅰️J @TheAjayCV]

$MU seems like rotation to semis is back in. I think the late drop was more war related macro because SPY also went down bad which hadn’t happened in last few dates.

Also remember $SKHY has earnings next week and they will do a blowout along with hyperscalers increased capex.

Hopefully the Iran war macro is sorted by another deal 😂

[Heisenberg @Mr_Derivatives]

$DRAM all time high daily volume by a mile today. Nice deep red to green close.

Should be a start of a decent DCB next week.

[🅰️J @TheAjayCV]

Meta does not have excess compute yet , they are seriously constrained including for their own internal models. Meta being one of the few companies that have the know how to build and operate big data centers have decided that they are in a good position to build a much much bigger data centers they had planned in Louisiana than before. Since they had already secured the power and other permits and planned to build in phases they are now increasing the original planned capacity as there is good demand for compute now in their case Anthropic. Hope that answers

[🅰️J @TheAjayCV]

$MU definitely a sign of good things coming. LFG

[First Squawk @FirstSquawk]

U.S. LAWMAKERS ARE URGING COMMERCE SECRETARY HOWARD LUTNICK TO MAINTAIN RESTRICTIONS ON CHINESE MEMORY CHIPS, WARNING AGAINST ALLOWING U.S. COMPANIES TO PURCHASE MEMORY PRODUCTS FROM CHINESE MANUFACTURERS DUE TO NATIONAL SECURITY CONCERNS.

[🅰️J @TheAjayCV]

@retail_mourinho Feels like a relief that tomorrow is Friday, damn very rough month. Can’t wait for August

[🅰️J @TheAjayCV]

Understanding the market and have been following micron for a year now. Another record quarter results and it doesnt do much in bad momentum macro conditions. Everything aligns for August because CPI and PPI have come in good which is good for growth stocks. The Mag7 earnings will reiterate the fact that capex spending is high and coupled with macro is when micron performs best. I expect it to touch $1300 in August and 2 weeks before earnings reach $1500. all this while its still being treated like cyclical business despite multiple LTA's.

[🅰️J @TheAjayCV]

$MU $SNDK

No real need to panic, the market rotates into Mag7 before earnings at the end of this month. If the AI build out capex stays or grows(most likely) we good. Memory will be choppy till then. I would avoid short dated options OTM till then.

The fact that CPI and PPI came out cool puts us in a very good spot for August. $MU will hit ATH in August and be $1500 in September mark my words and bookmark this.

[🅰️J @TheAjayCV]

@galgospeedrun @athuinvests They are the current leader in D2C technology and have agreements with 50+ MNO’s worldwide. Once they get the satellite up which I’m assuming is 2 years they will be unstoppable