JC Merlo

I full port my life savings 1 stock at a time
CURRENTLY IN: $MUU /I ENTRY: $38.78
Goal is $10M began with 100k // NFA
Husband, Dad, Insurance MGA in that order

[JC Merlo @itsjcmerl]

$MU $SNDK uptrend line?

For MICRON
If this is correct the bottom for Friday Aug 13th will be at around $939

Today the bottom is at 844 and for monday its 864

This either breaks through the resistance downtrend line or if it breaks monday and closes below 865 its likely

[JC Merlo @itsjcmerl]

Yep. I’ve seen enough… $MU to 1k in 2 weeks Max

There’s a certain feeling you get when you see all bearishness and stars align

Since July 29th we’ve been on an uptrend and you best believe the fundamentals are still in check

Monday… Micron Technology executives.

[JC Merlo @itsjcmerl]

Every time you read “memory is dead bro” literally move the stock .10 cents higher in your price target

Thank me L8R

[Jukan @jukan05]

I think the market ultimately has no choice but to go sell memory, long optical in the "short term." Actually, some hedge funds already seem to have this position on.

There are three main reasons.

1. With Korean leveraged ETFs effectively dead, LPs are in a redemption rush, which could bring out additional sell on flow.

2. Nvidia is nerfing Rubin Ultra's HBM and responding with optics, tying multiple racks together, so that even if Rubin Ultra's per rack performance is not superior to Rubin, at the cluster level optics let the Rubin Ultra cluster hold an edge over the Rubin cluster. This holds even if Rubin Ultra's HBM nerf is a supply problem rather than a demand problem.

3. Consensus is forming that memory prices will peak within the next two quarters.

Medium to long term I am still a memory bull, but short term I am somewhat bearish on memory. I currently have no memory position.

[JC Merlo @itsjcmerl]

HORMUZ PLAN B IN ACTION MAKES WAR IRRELEVANT … IN 2 years 🤦🏻‍♂️🫠

Goldman says 60% of Gulf oil escapes Hormuz by 2028

That is a 2028 trade, not a Monday trade.

Everyone is quoting the 75% number wrong. That is Goldman’s accelerated build case for end-2028, not the strait’s share

[JC Merlo @itsjcmerl]

🚨 REVENUE SHARING UPDATE 🚨

X killed Revenue Sharing today

The replacement is the Original Content Rewards Program

BIGGEST CHANGE: reply impressions no longer count. Zero.

The entire reply guy economy just got marked to zero. Thank God

Requirements to enroll:
500 verified

[JC Merlo @itsjcmerl]

The Hottest 20 Stocks Today

1 $SPCX
2 $mu (my darling princess)
3 $AAOI
4 $PLTR
5 $SNDK
6 $NVDA
7 $SKHY
8 $MSFT
9 $TSLA
10 $NBIS
11 $AMD
12 $WDC
13 $TTD
14 $NOW
15 $RKLB
16 $INTC
17 $SOXL
18 $OKLO
19 $AAPL (very surprising this low)
20 $APP

[JC Merlo @itsjcmerl]

lol fun fact if this uptrend is confirmed, the minimum value of $MU for the week starting with Monday August 31st will be 1,130

[JC Merlo @itsjcmerl]

Sushi night

Battle ship style

Can’t get cooked twice in a day huh

[JC Merlo @itsjcmerl]

$MU is quite literally at the rejection line

This would be a double rejection on the upper limit

No bueno and could cause retrace to low 800’s or high 700’s

Tomorrow decides the move and if it’s not good we’ll see $765

[JC Merlo @itsjcmerl]

KOSPI should be green today can’t keep puking 10%

I feel like KOSPI has had 30 -10% days in the last 45 days 🤣🤌🏽 how is it not as zero

[JC Merlo @itsjcmerl]

Burry thinks AI is fake and it’s just Chinese people answering really quickly on a call center

Shorting $NBIS shorting $ORCL.NE

[JC Merlo @itsjcmerl]

@mikehilbig6 @TCU_Athletics Check DMs

[JC Merlo @itsjcmerl]

$OPEN Beat confirmed on ER you heard it here first

[Kaz Nejatian @nejatian]

Reviewing numbers with our head of accounting before tomorrow’s financial open house.

[JC Merlo @itsjcmerl]

$MU $850 overnight?? LOL nah

US market couldn’t get MICRON negative…. So KOSPI said hold my beer

MICRON @ low 800’s again 🫴🏽😔

[JC Merlo @itsjcmerl]

So it $SNDK goes up 6% $MU stays flat but if $SNDK goes down 6% $MU goes down 6%

Cool cool yeah this is great 🫠

[JC Merlo @itsjcmerl]

Bought some additional memory today for my laptop

Gotta help MICRON wherever I can (CRUCIAL is a $MU company)

I put my money where my memory is

[JC Merlo @itsjcmerl]

Claude full ported my agentic acct into $AMZN 275 8/7 Calls & I’m impressed

[JC Merlo @itsjcmerl]

so in the last 3 trading days $MSFT has added approximately 1 $MU in market cap

Yup... read that again

[JC Merlo @itsjcmerl]

AND STILL... the most traded stock in America.. $MU

HEAT MAP FOR TODAY

Ticker | Turn Over | Search heat | News Heat | Popularity
1 $MU $22B 100 100 100
2 $SPCX $4B 92 41

[JC Merlo @itsjcmerl]

So it was a bear fake out into a green shrek boner?

This wasnt on my bingo card for the week..

AI leaders going to WH on tuesday? Iran peace deal seems to be back on horizon "on their terms"... and I saw like 1-2 analyst PT's for $MU at like 1.5k appearing on my timeline again