Stanley

Focus on Nasdaq, S&P, and core assets
Respect the market, conduct minimalist trading, and achieve long-term success through market cycles， Dedicated to summariz

[Stanley @de_shay]

For serious investors:
After moves like +14% on MU delivering +$113k P&L, I share one carefully selected stock daily with strong upside potential (often targeting 15-30%+ moves).Real research. Real conviction. No hype.Interested in tomorrow’s pick?
Comment “YES” below or follow.#StockPicks #Investing #AI #Semiconductors

[Stanley @de_shay]

MU holdings printing
Cumulative P&L now at +$113,784 after that monster move.
Stock up +14.12% in two days, sitting real comfy. Grateful for the gains and even more excited about the multi-year AI/memory demand tailwinds ahead. HBM sold out through 2026 — this is just the beginning. #MU #Micron #AI #Semiconductors

[Stanley @de_shay]

Today we pause to remember and honor the brave men and women who made the ultimate sacrifice for our freedom. Their courage and service will never be forgotten. Happy Memorial Day — let's make the most of this day of remembrance and gratitude. #MemorialDay #HonorTheFallen

[Stanley @de_shay]

Markets wrap strong: S&P 500 +0.37% to 7,473, Dow hits fresh record 50,580 (+0.58%). 8th straight winning week — longest streak since late https://t.co/0mNzMx9sYr momentum, chip strength & US-Iran de-escalation hopes fueling the rally. Memorial Day closure Monday. Thin week ahead — watch PCE, GDP revisions & earnings (Salesforce, Costco). #StockMarket #AI

[Stanley @de_shay]

MU powering higher this week! Strong breakout action pushing toward 769+, sitting comfy around 766 on my holdings. Grateful for the gains and super optimistic about the AI/memory demand tailwinds ahead. This is just the beginning! #MU #Micron #AI #Semiconductors

[Stanley @de_shay]

MU just spiked hard! Sitting comfy at 766 with a nice intraday breakout to 769.24. Up +3.20 (+0.42%) on solid volume. Grateful for the gains on my holdings today Long-term AI/memory story still very much intact. #MU #Micron #Semiconductors

[Stanley @de_shay]

INTC holding steady near 118 after that wild ride — closed the session -0.61% but my position is up +$3.2K on the day.

[Stanley @de_shay]

#MU
Top investors/analysts warning MU could get very bad — memory is cyclical and valuations are stretched. Fair concern after the run. Still love the sold-out HBM visibility thru 2026 though. Long-term bullish on AI memory but trimming into strength and watching closely. #MU

[Stanley @de_shay]

@ImtiazA66760225 Exactly how I'm playing it. Strong rebound today but semis can turn quick. Taking gains into strength while staying bullish on the bigger picture

[Stanley @de_shay]

MU rebounding strong — closed $698.74 yesterday (+2.5%) after testing $652, now pushing higher pre-market. AI memory sold out thru 2026, pricing power rising, analysts hiking targets to $840–$1,100. 55%+ upside still on the table in this multi-year cycle. Bullish as ever on Micron! #MU #AI

[Stanley @de_shay]

@KosmickiSara 100% — that $652 dip was pure gift. Loaded up more MU myself and holding long. HBM visibility is the best in the semi space right now. AI memory cycle still has years left. Nice call!

[Stanley @de_shay]

@phlcre Smart move rotating profits into MU. The HBM story is bulletproof through 2026. $1,100 targets sound crazy until you see the AI demand numbers. Holding strong here too.

[Stanley @de_shay]

@Anna___Vidovic Exactly. This isn't the old DRAM/NAND boom-bust cycle. AI data centers are a structural demand driver that should keep pricing power intact for the next couple of years. That's why I'm staying bullish on Micron even on this dip.

[Stanley @de_shay]

#MU
Micron's stock dropped about 6% yesterday to around $681. But I'm staying positive.Mizuho just raised their price target from $740 to $800. The reason? Strong AI demand for high-bandwidth memory (HBM). Micron's HBM supply is sold out through 2026, and pricing power remains solid because supply is tight across the https://t.co/hn37POL9r6 data centers need lots of fast memory to run big models. This isn't the old memory cycle — it's a real, lasting shift driven by AI.Sure, there are risks: market slowdowns, geopolitics, or too much new supply later. But for now, the fundamentals look good.The dip feels like normal profit-taking. If you believe in AI's long-term growth, this could be a decent entry point

[Stanley @de_shay]

@edith49253845 Micron looks attractive right now. Analysts raising targets while the stock pulls back... classic buy the dip moment if you believe in AI

[Stanley @de_shay]

@Lola79094739 Completely agree on the Dell/Nvidia relationships as a real edge. Those rack-scale AI Factory deployments (GB300 NVL72 in Prince George as Canada's first, plus Texas expansions) aren't just marketing fluff—they're tight integration that speeds up time-to-rack for hyperscalers

[Stanley @de_shay]

#IREN
IREN CEO doubling down on strong Dell + Nvidia relationships — exactly what’s powering their AI cloud pivot. Solid long-term setup with hyperscaler demand.That said, the convertible raise + this pullback reminds me memory/semiconductor plays aren’t the only cyclical ones. Personally holding core with eyes on execution; sizing accordingly and would add on deeper dips. AI infra still early

[Stanley @de_shay]

I think their Dell + NVIDIA rack-scale strategy (especially the GB300 NVL72 push) is one of the smarter plays in the current AI infrastructure scramble. Power is the real moat right now, and IREN's pre-positioned renewable-heavy assets in Texas and Canada give them a genuine edge over pure-play data center operators who are still fighting for grid interconnects.