MU

The cues have smashed through my 735 line. We took like the shortest breather at my line just so me Kevin could say, "We hung out at my line." That's it. It was just long enough to say, "We hung out at Kevin's line. We respected the line, but peace."

which is actually bullish for high bandwidth memory like your skinex's or your micron

I'm in some muou, which is micron. Both of them looked a little bit better. Not fantastic, but a little bit better. I also trimmed a little bit of MU. So, that's why it shows a sell.

Why did I trim mu? Because mu is up 2.6%. Why not trim a little bit?

I upload uh here's Micron, you

Thank goodness MU did not close well because I have no MU. I have no MU. Why? Because, you know, look at how this closed again. They sold strength. Uh this 1042 got rejected if you remember last week and um and on Friday the action wasn't telling me there's any reason to be in these things because the market's kind of faulty and we're not acting special.

So you have risk a little bit lower. So now what? Okay, let's see what what was this low here. This low here was 967 or 960. So um I guess we'll see um is you know do the bears have any power?

If the bears have some power. Actually, here's a 50-day. 50-day is right there. 934, right? Where is MU right now? Um, this is like 934. MU this morning is uh a little bit below it.

So, MU is below the 50-day. You want to be in momentum names when they're above the 821 day. You don't want to be when they're below the 50-day. If you're an investor in MU and you've been in MVU for two years, that's different.

Okay. If you've been trying to hold a swing trade, which I was here, you know, and maybe you sold some strength on day three, I guess there's a small reason. So, if you have a little of this on, I get it.

You know, forgive yourself. Question is, um, you know, is it going to open up, um, down 48 and go green or is it going to open up down 48 and, you know, continue to be lower in the second part of the day? That's our job as active trades to figure out.

Anyway, um so the socks because it's trading better via MU and SanDisk, which got over some important levels, Dell, CRM, um and certainly Meta.

More importantly, I think what's going to happen is that the SOXX fund will experience a kind of insane rally, and as it pulls back, the semiconductor companies we know and love and hold in our portfolios , like Nvidia, Micron, and AMD— names I believe will continue to perform well in the long run—will be negatively impacted by what I would call... what else could I call it?

Collateral damage in a broader sell-off in the semiconductor sector , where the market will start saying, 'Wait a minute, we should n't have raised the price of every stock with ' semiconductor' in its name .'

Here's a great example . Okay, I can scroll down to show you . These are some of the names in the SOXX fund: AMD, Micron, Nvidia and Broadcom are strong names. I love those names.

I've owned them for a very long time and I'll continue to own them for a very long time .

Micron is scheduled to announce its quarterly financial results after the market closes on September 30. Given that Micron's stock has already risen by more than 264% since the beginning of 2026, there are a lot of conflicting feelings among investors.

There are some investors who own Micron shares and fear that the share price will collapse after the company's quarterly financial update. There are others watching from the outside, interested in buying Micron shares, but they don't know which way to go.