Locator: 50138DRAM.
See this post from September 30, 2025. Link here. Simply amazing.
Micron
Up $21 today -- maybe more -- news coming out of South Korea. Wow.
I have absolutely no idea what's going on. Ever since the war started I quit reading / watching the news / CNBC / etc., with some exceptions, including checking the Micron ticker.
From Market Watch, last updated March 3, 2026, but which I only came across late this afternoon:
“Major selling in Asia in these sectors centered on memory winners like Samsung & Hynix is something to watch as to the impact on U.S. names that are very well-owned,” Mizuho trading-desk analyst Jordan Klein wrote in a note to clients on Tuesday.
But he thought the extreme daily declines for Samsung and SK Hynix shares reflected more that South Korean stocks had become “massively overbought.” In other words, the move wasn’t “a new negative indicator on fundamentals.”
Micron said Tuesday it made progress with a form of low-power server memory as it recently started shipping samples of what it calls “the industry’s highest-capacity LPDRAM module.”
“This milestone represents a transformational step forward for AI data centers, delivering low-power memory capacity that can unlock new system architectures,” the company said in a statement.
Wow, the things one just happens to stumble across. I think there's a "lesson" or a "message" here but I won't talk about that now. It should be obvious.
Regardless, there may be a reason for some giddiness for those holding Micron. If this is accurate it could be quite a story:
Micron said Tuesday it made progress with a form of low-power server memory as it recently started shipping samples of what it calls “the industry’s highest-capacity LPDRAM module.”
“This milestone represents a transformational step forward for AI data centers, delivering low-power memory capacity that can unlock new system architectures,” the company said in a statement.
One-day and five-day tickers:
Now this story from earlier today: link here. I'm too tired to go through this now -- highly recommend that you go to the link if you are at all interested in Micron.
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Disclaimer
Briefly
Briefly:
I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken. I am inappropriately exuberant about the US economy and the US market. I am also inappropriately exuberant about all things Apple. See disclaimer. This is not an investment site. Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market. I am also inappropriately exuberant about all things Apple. And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution. I am also inappropriately exuberant about all things Broadcom. Longer version here.
