One of our favorite tech-focused closed-end funds (CEFs) is showing a pattern we love to see. What I'm going to show you below is one of my favorite setups for future gains for us, while we collect st

Better Buy: SK Hynix vs. Micron

09:20am, Saturday, 18'th Jul 2026
SK Hynix is the market share leader in high-bandwidth memory (HBM) and recently partnered with Nvidia. Micron has a long track record with memory chip investors and has prospered in HBM, despite its l
High-bandwidth memory (HBM) has emerged as a critical bottleneck as AI workloads scale. Nvidia is aggressively pursuing upcoming HBM4 solutions to complement its Vera Rubin platform.
Some of Wall Street's fastest-growing companies are turning expansion into something more tangible: cash. Nvidia, Micron Technology, CrowdStrike and Palo Alto Networks have each reported sharp increas
SpaceX has compelling growth prospects in its connectivity (satellite internet and mobile) and AI segments, but the stock is absurdly expensive. Micron is benefiting from a severe supply shortage in m
Sandisk and Micron are thriving amid a memory chip shortage. Nvidia is trading at an unusually low forward P/E valuation.
Excluding the contribution from Micron and Nvidia, Q2 earnings for the rest of the Zacks Tech sector would be up +25.3% (vs. +48.8% otherwise).
XFUNDS expanded its actively managed ETF lineup with the launch of the XFUNDS Memory Income ETF (NYSE:DRMY) , a fund designed to provide investors with exposure to the fast-growing memory semiconducto
Micron and TSMC are benefiting from AI demand, but Micron's lower valuation, stronger returns and lighter debt may give it the investment edge.
Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D. Micron's (MU) dependence on the AI buildout is something Kevin Hincks attributes as a bullish and bearish narrative for the s

Micron: Things Change

02:16pm, Friday, 17'th Jul 2026
Micron Technology, Inc. has seen a massive selloff, with shares now under $850, presenting a completely different risk-reward profile versus a month ago. Recent price declines are attributed to techni
Tech and momentum stocks are seeing some of the highest volatility recorded in decades.

Micron: Don't Overthink It - Buy This Dip

12:55pm, Friday, 17'th Jul 2026
Micron Technology, Inc. is reiterated as a Strong Buy, driven by surging AI-driven memory demand and a structural shift to long-term contracts. MU benefits from a multi-year supply shortage, higher-fo
MU, PENG and BE pair massive one-year gains with sharp weekly pullbacks, fitting a momentum anomaly screen.
Micron's revenue and earnings growth have been outstanding in recent years, and AI-fueled demand for memory chips should ensure that it keeps growing at a healthy pace beyond this decade. Micron can s
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