Let me start off by saying thank you everyone for the kind words 22 years is a long time and itâs tough. I appreciate your kindness, means a lot so from the bottom of my heart thank you â¤ď¸ Now I know if youâre holding micron your emotions right now are everywhere. Itâs a tough decision holding through earnings based on passed memory cycles. However Thereâs a very big miss understanding when it comes to AI. The models you have access to is considered âretailâ Claude, OpenAI, Gemini etc the information thatâs given in these models is internet access plus user memory data, these models are then trained using all that data. Are you following? Now imagine this. Letâs take a company like Intel. And you give it access to one of these models but you also allow it access to all of the companies data from the start of 1968. Goose what are you saying? When you take a LLM and give it access to secret data, the model is going to predict whats the next outcome for the company. Essentially an ecosystem or pipeline to make more revenue within . Thats super intelligence. (Itâs what Jensen is doing putting is foot in every door) This is worth more than gold. Now each company has a tool to allow them to solve problems within the company. Something humans do amongst one another. But now you have a super intelligent agent smarter than any human so what do you do? You fire people you donât need for those specific roles. Why? We have a super intelligence tool we donât need you. But itâs not true.. theyâre still going to need people but it doesnât require your knowledge anymore. Just your labour. (Remember ice) Factories, plumbers, electricians, maintenance workers, anything that requires labour. Youâll see an increase in wages. This is why memory is no longer a cyclical thing. Each company & their revenues will boom. We are at agentic Ai , multiple agents deployed to do tasks humans are no longer needed for. Smart agents. Not AI slop thatâs given to the public. Real super intelligent agents that require huge amounts of memory. Now imagine when the US government gives access to its history of one of these models.. you see where this is going? Samsung SKhynix and Micron. HBM memory is what allows this a possibility for American companies to do more. Itâs what makes the model smart. The other memory is memory that just sits and waits to be picked up. Just as important and thatâs Sandisk, western digital, Kioxia. Etc Iâll give you an example of this A former Air Canada pilot, Geoffrey Wall, 59, of Barrie, Ontario, was charged with fraud and forgery after allegedly captaining over 900 domestic and international flights without the required Airline Transport Pilot Licence (ATPL). He possessed a valid commercial pilot licence but forged credentials to act as a captain How were they able to catch this guy? Super intelligence . you give a model access to your data and youâll see things you never even thought to see before. The value of AI is incredible. But If it gets to far in the wrong hands it can end our existence. And this is the race ladies and gentlemen. Imagine the drug discoveries. A company like Elli Lilly or Johnson & Johnson. Etc Memory is better than gold. And Micron is your next Nvidia. (Unless someone disturbs the HBM 4 line) I want to see you guys win. I want you to understand why my conviction is so strong. Why I see things differently. Why I understand things differently . My price target for Micron is $1525 Thank you guys for everything â¤ď¸ Market hasnât caught up yet. PS remember I told you a new position is coming soon? SKHynix . Please always do your own research itâs important, my risk tolerance isnât like yours. This isnât financial advice. https://www-cnbc-com.cdn.ampproject.org/v/s/www.cnbc.com/amp/2026/06/24/sk-hynix-nasdaq-adr-listing-south-korea.html?amp_gsa=1&_js_v=a9&usqp=mq331AQIUAKwASCAAgM%3D#amp_tf=From%20%251%24s&aoh=17823094465725&csi=1&referrer=https%3A%2F%2Fwww.google.com&share=https%3A%2F%2Fwww.cnbc.com%2F2026%2F06%2F24%2Fsk-hynix-nasdaq-adr-listing-south-korea.html
