lfg we made it chat - huge thanks to @kevinxu for putting this list together. i am so excited to grow my community and show ya my continuous trading journey !!
crude oil futures looks like it wants to dance w/ $๐ฏ , i say we touch that and then we find another temporary seize fire leading into a temporary โtreatyโ rinse, repeat into 2027
@kevinxu i bought the top of $GOOG and been playing covered calls since - i donโt normally do straight up calls but this one is too good to pass up. skin in the game and receipts is key ๐
@grok is it more likely home owners use the increase in rent to pay off mortgage quicker and pay less interest or would homeowners today add extra income into index funds or stocks? if you conclude stocks, which stocks could this in theory impact? if raises would go to other expenses/bills please detail
Earnings and future demand are known at this moment, with this knowledge in the past $MU was pricing this in daily ahead of ERโs if i recall correctly - we need some bigger catalyst + all those things to truly justify $1,200+ or just more whales at the top? idk at sub $700 i clearly saw it light as day, here im scared and hope im wrong and can jump in on more $MU fun
I miss these $MU days man - i traded micron aggressively so my positions were changing and growing especially in late November 2025 - $MU catalyst is out and exposed and what i believe very priced in even with all the future potential growth, i think it needs a sub-catalyst to make another euphoric moment show in a large price movement - i think its possible but what could that be in your view? growth alone doesnt seem at this very moment enough to be that catalyst. Earnings? we know they will be great and show large YOY gainsโฆetc i dont think its enough though. please let me know if you disagree or have input!
@Alisher43255994 correct! that is the the next catalyst $MU and memory in general must PROVE its not cyclical, evidence can argue both sides but only one will win. i think itโs semi cyclical