#$mu

NWI Management just filed its Q2 2026 13F. 🐋 Managed by Hari Hariharan · $2.2B across 55 holdings 🟢 Bought: $SMH, $XLV, $AAPL, $GLD +18 more 🔴 Sold: $QQQ, $MU, $EWZ, $EWZ +10 more

Jericho Capital Asset Management just filed its Q2 2026 13F. 🐋 Managed by Josh Resnick · $12.1B across 29 holdings 🟢 Bought: $RDDT, $MU, $HOOD, $LSCC +14 more 🔴 Sold: $CIEN, $MDB, $SNOW, $KTOS +4 more

Investor AB just filed its Q2 2026 13F. 🐋 Managed by Wallenberg Family · $14.4B across 7 holdings 🟢 Bought: $NDAQ, $MU, $CLBT 🔴 Sold: $COHR, $KYIV, $CRSR, $WHR

Appaloosa just filed its Q2 2026 13F. 🐋 Managed by David Tepper · $7.7B across 27 holdings 🟢 Bought: $TSM, $AMZN, $AAPL, $EWY +15 more 🔴 Sold: $MU, $BABA, $SNDK, $GLW +13 more

Coatue Management just filed its Q2 2026 13F. 🐋 Managed by Philippe Laffont · $48.6B across 211 holdings 🟢 Bought: $MU, $SPCX, $INTC, Cerebras Systems INC +14 more 🔴 Sold: $LRCX, $AMAT, $TSM, $GEV +22 more

Atreides Management just filed its Q2 2026 13F. 🐋 Managed by Gavin Baker · $14.3B across 49 holdings 🟢 Bought: $SPCX, $QQQ, Cerebras Systems INC, $META +38 more 🔴 Sold: $MU, $ALAB, $LITE, $SATS +23 more

Situational Awareness just filed its Q2 2026 13F. 🐋 Managed by Leopold Aschenbrenner · $20.2B across 26 holdings 🟢 Bought: $MU, $SNDK, $TSM, $NBIS +12 more 🔴 Sold: $SMH, $NVDA, $ORCL, $BE +22 more

Citadel Q2 13F Just Dropped AUM up 41.5% → $875.1B Top: $SPY Call, $QQQ Put/Call, $MU Put/Call, $TSLA Call, $NVDA Call New: SpaceX (equity + options), Cerebras, $MEM Heavy index + memory options activity #Citadel #KenGriffin #13F NOT FINANCIAL ADVICE. DYOR

FEDWATCH: “.. The wedge pattern's width implies potential upside toward a new all‑time high. SanDisk and Marvell are exhibiting similar wedge structures and are beginning to break out .. but this time for a different reason: the liquidity factor.” $MU $SNDK $DELL $INTC $MRVL $AVGO

David Tepper’s Appaloosa Q2 Update Top holdings: $AMZN $1.19B $MU $1.13B $TSM $788M $GOOG $654M $UBER $555M Also big in $META $VST $NVDA Holding $AAPL puts @Appaloosa #Tepper #13F #AMZN #MU NOT FINANCIAL ADVICE. DYOR

Leopold Aschenbrenner’s Situational Awareness Q2 Top: $SNDK $5.7B | $MU $5.6B New: $NBIS $1.23B | $STM $584M Power: $BE $1.9B AI infra: $TSM $1.3B | $CRWV $0.7B Heavy memory & AI bets @LeopoldAschen #SNDK #MU #AI NOT FINANCIAL ADVICE. DYOR

Daily Watchlist Recap 8/14 Choppy day overall. $MU and $QCOM triggered short but missed PT1, while $XLE hit PT1 and fell short of PT2. Enjoy the weekend, we’ll be back next week!

Market Heatmap Recap – Aug 14 $AMD +6.5% $AVGO -5.9% $MU +2.4% $NVDA flat $TSLA +0.7% $AAPL +0.2% Semis split hard Mixed day across sectors #StockMarket #SPX #AMD NOT FINANCIAL ADVICE. DYOR

“Shut up and buy $mu calls!!”

AI memory shortage: what it means for MU, SKHY and SNDK (aistockwire.com)

Memory is the bottleneck for AI, and the shortage is real #SKHynix #Micron #Sandisk $SKHY $MU $SNDK

Wow $SNDK what a bounce from the lows.. We caught the 1650C at $7.80 they just ripped to $34 in 30 minutes... rolled to the 1700C at $4.90, they ran to $15.50 SNDK to 1800 possible next week, $MU 1000 big breakout level for a move to 1250

$SNDK $DLR $FOXA $LTC $W $MU $CSCO $CNK $KLC $SSTI $GLOB $UUUU -- THE WSJ

SanDisk Issues Strong Guidance, Market Confidence Surges? (frontierstocks.substack.com)

SanDisk targets 80% gross margins through 2030, long-term contracts cover 2/3 of 2028 shipments, but market still discounts at 7x vs historical 11x amid capacity expansion fears. Can the cycle stretch beyond 2-3 years? $SNDK $MU frontierstocks.substack.com/p/sandisk-is...

Sands Capital Management just filed its Q2 2026 13F. 🐋 Managed by Frank M. Sands · $26.9B across 71 holdings 🟢 Bought: $BE, $MU, $STX, $AMD +24 more 🔴 Sold: $NFLX, $NVDA, $NU, $GOOGL +47 more

CTC just filed its Q2 2026 13F. 🐋 Managed by Michael O'Rourke · $316.2B across 128 holdings 🟢 Bought: $MU, $SPY, $MU, $QQQ +90 more 🔴 Sold: $GLD, $GLD, $SLV, $SLV +44 more

No news. But the degens can’t stop trading $mu after hours. What do they hope to achieve?