The Daily DRAM | October 07, 2026 (as of Asia close) DDR5 kept climbing while 16Gb DDR4 stayed flat. DDR5 16Gb (4800 / 5600): $58.400 | +0.40% DDR4 16Gb (3200): $83.588 | +0.00% DDR4 8Gb (3200): $46.357 | +0.08% DDR5 has gained 4.29% since September 18, while 16Gb DDR4 has fallen 2.52% across the same verified closing sessions. The smaller 8Gb DDR4 benchmark also edged up 0.08% today. $MU Micron | $SKHY SK hynix | $DRAM Roundhill Memory ETF

• SP500 is at ATH • Nvidia is at ATH • CXL is booming nearly back to ATH at record pace • Connectivity seeing strength again after being sold off on record demand a month ago • Brazil just made a historical gain • Memory hasn’t gone anywhere since earnings • Cybersecurity continues its strides into ATHs • Metals continue higher lows since June but short term turbulence • Blackberry is doing its thing as the biggest sleeper play in physical AI **Over 90% of investment capital was deployed** over the past 3 weeks for exactly this scenario, already gaining months of sideways price action in a couple days Goal from here? The move has only just started and this becomes exactly a 25’ April + 26’ March situation

Micron $MU hasn’t gone anywhere since earnings last week if only someone actively invested in this industry with real money since the bottom gave a realistic scenario ahead of time

the market got Credo and Astera Labs so incredibly wrong last month that now it will be forced to double the pace of their upsides over the next few quarters greed of more downside at their lows will haunt many lol $CRDO $ALAB

some of you have given the absolute worst accounts imaginable any sort of voice for the market these accounts will have zero knowledge in how markets behave but will put out fundamental "hypothetical" pieces as if what they say is accurate independent research is very quickly shifting to just grifting with a big voice as a funnel into their paywall lolll srry had to get this off my chest bc it's starting to become very very trendy on here now A LOT of this happens on memory and $MU Micron most specifically out of all tech industries, which I have noticed

if $DELL going from 450s to 600 was not good enough for you, Good news! The market wants DELL at 800 next. Someone also has bet over $4M on the line in one of the most aggressive options buy executions I have seen

Brazil might be going through one of the biggest easing periods globally at the moment. If you are someone interested in a macro easing related play which is cheap, but also with options showing a realistic probability of achieving, $EWZ could become one of the most sought out global ETFs to cover banks and commodities over the next weeks and months

the market got Credo and Astera Labs so incredibly wrong last month that now it will be forced to double the pace of their upsides over the next few quarters greed of more downside at their lows will haunt many lol $CRDO $ALAB

everyone trying to dissect why $MU hasn’t gone anywhere on the initial reaction so far… meanwhile all you have to do is literally wait 10 days to get your answer 🤣 I’ve been dissecting Micron probably more accurately and in real-time than anyone else since $100. You do NOT have to use complex words to sound smart about memory’s price action

Not necessarily capital wise, but % wise, BlackBerry $BB has seen the largest increase in holding for my portfolio over the last week. I believe there is a niche that BlackBerry covers where it holds a substantial lead over any competitors trying to enter the space moving forward.

Here is the Micron earnings secret that you should know. Save the headache and help someone else: Always look at how $MU behaves exactly a week after earnings. Never care about what the initial reaction does because the fundamental story will always be strong. After 5 days, your next weekly close will give you the answer for the ENTIRE quarter's direction. Yup, it is literally that simple. I think I know a thing or 2 about how this memory industry trades 😁

Been in talks behind the scenes to integrate the perfect blend of hands-on expertise fundamental research to everything I already offer on the market end of things Biggest gap this space has the combination of both, industrial research coupled with market alignment to make the best investment decisions Hopefully can pair something up nicely which I believe should help many people immensely without a large price tag behind it

micron reports tomorrow, and many have asked me thoughts abt the forward guidance. it could look like a miss even if the business keeps growing. here's why. this quarter had 14 weeks (micron's fiscal year had an extra one). next quarter has 13. that alone takes ~7% off the headline before prices or volumes move. then the price caps. about half of micron's revenue is moving into multi-year deals, and the first ones cap prices at april-june levels. HBM is already priced for all of 2026. per day, revenue should still grow ~8-12%. the headline may not show it. our read: the guide lands at this quarter's revenue +~4%. given Tessara's $56B base case for this quarter, that's ~$57B, with ~87.5% gross margin and ~$35-36 EPS. if micron guides $59B+ on a ~$56B quarter. that would mean the caps bind far less than we think 3 things i'm listening for on the call: 1. how much revenue now sits under capped contracts 2. whether $MU adjusts its growth figures for the lost week 3. HBM4 pricing for 2027 big day ahead for all memory investors.