LeoA

[Kalshi Finance @Kalshi_Finance]

JUST IN: Over ¥30 trillion ($183 billion) has been added to the Japanese stock market

[Shay Boloor @StockSavvyShay]

$MU is now going through its second-largest drawdown of the past year.

[TrendSpider @TrendSpider]

We're ready Mr. Huang $NVDA

[Sun Liao @sunxliao]

Hourly blue diamond status update using our https://t.co/EhtZ5UZ4F4 indicator suite:

$APLD 0/3 blue diamonds
$BTDR 0/3 blue diamonds
$CIFR 2/3 blue diamonds
$CLSK 0/3 blue diamonds
$CORZ 2/3 blue diamonds
$CRWV 3/3 blue diamonds
$DGXX 0/3 blue diamonds
$GLXY 1/3 blue diamonds
$HIVE 1/3 blue diamonds
$HUT 1/3 blue diamonds
$IREN 1/3 blue diamonds
$KEEL 1/3 blue diamonds
$MARA 0/3 blue diamonds
$NBIS 3/3 blue diamonds
$NUAI 1/3 blue diamonds
$RIOT 0/3 blue diamonds
$SLNH 2/3 blue diamonds
$WGMI 1/3 blue diamonds
$WULF 3/3 blue diamonds
$WYFI 3/3 blue diamonds 🫡

I personally hold a lot of $WYFI at these levels and expect higher soon.

This is what bottoms usually look like IMO... tons of uncertainty but lots of seller exhaustion across the board.

[Serenity @aleabitoreddit]

Just Bloomberg and $META doing damage control after crashing the market with Meta Compute framing:

Spokesperson: "Meta is still hungry for even more computing power.

It is still moving forward with plans for expensive new data centers and recently inked major computing deals with $CRVW, Google, $ORCL, and others."

Just dropped that in with the Meta Muse announcement, and evenn threw in the "expensive" framing with DCs to signal capex.

But little late given we're likely seeing a lot of margin liquidation cascades and heavy losses from media framing earlier.

[Shay Boloor @StockSavvyShay]

China reportedly plans to let top AI firms buy a limited number of $NVDA H200 chips.

The approval would help ease China’s AI training chip shortage while officials continue pushing domestic processors for inference workloads.

[Serenity @aleabitoreddit]

One of the dumbest thematic selloffs I’ve seen to to date off:

- $META compute news that’s not new
- CPO delay report 1, that got refuted by $NVDA
- CPO delay report 2, that got refuted by $NVDA

High confidence, institutions will end up going long on the same names they’re bearposting after retail capitulates.

[Scholar @Limitlesss1]

$AVGO I alerted CALL OPTIONS on Broadcom stock AVGO

Today we are BANKING

[Shay Boloor @StockSavvyShay]

Samsung has begun mass production of its most advanced data center SSD which will power storage in $NVDA upcoming Vera Rubin AI platform.

[The Value Trader @TheValueTrade]

$WYFI
$NBIS
$IREN

LFG!!!!!

[Jobescape @jobescape_ai]

Full Claude Course

Master Claude to automate repetitive tasks, build apps without coding, create real portfolio projects, and become more valuable at work.

[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.

[unusual_whales @unusual_whales]

AI costs more than the people it replaced, per Forbes.

[Cheddar Flow @CheddarFlow]

This is unusual

MILLIONS worth of sudden $MU & $ORCL call flow just hit the tape

[*Walter Bloomberg @DeItaone]

JPMORGAN: BUY THE CHIP STOCK DIP

JPMorgan says the recent pullback in semiconductor stocks is a buying opportunity, arguing the AI-driven chip cycle remains strong and meaningful new supply is unlikely before 2028.

The bank favors semiconductors over hyperscalers, expects global stocks to reach new highs in the second half of 2026, and sees market gains broadening beyond AI.

[QC Capital @QC_Capitals]

$MU $1,300 NEXT WEEK.

[TrendSpider @TrendSpider]

BREAKING: SK Hynix will offer close to 18million shares at IPO

This puts SK Hynix's market cap over $1T $SKHY