Micron looking REAL GOOD here $MU dropped 50% after the AI infra trade topped back in June on: - open-source model fears - China supply fears - deleveraging of KOSPI and Situational Awareness - reignited Iran war and Oil price Through all of that the fundamentals of the demand for memory and for Micron specifically improved significantly Multiple banks and analysts have now agreed the memory cycle will go longer than previous cycles, with supply constrained, prices rising and margins holding past 2029 All of this is happening while we get closer and closer to December, when Micron will be able to turn on stock buybacks, something they haven't been able to do for years Microns FCF is heading into the $100s of Billions next year and the bulk of it will be used to buyback their stock The market is very likely to front run this and its why $MU is beginning to break out from its multi-month consolidation pattern I think we will see ATHs in Micron very soon as the market begins to turn the AI infra trade back on and risk enters the markets again throughout Q4 $MU is part of my portfolio and If you want to see all of the assets I hold, which span across AI infra, AI application layer and even some crypto equities, you can check it out here: Good luck out there!