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Micron Technology
Portfolios
AI Compute — CoreLive book
+23.28%
NVDA
26%+14.20%
TSM
19%+8.10%
AVGO
14%+5.30%
ASML
12%−2.00%
MU
11%+9.40%
6 positions · USDSee the full book
Real positions held by the author, updated on publish. Not financial advice or a recommendation.
Posts
Silicon & SignalJun 27
EveryoneReminder: the AI ceiling is HBM, not GPUs. Memory qualification cycles are long and packaging is its own bottleneck. $NVDA $MU
Onchain EdgeJun 26
SubscribersPerp funding cooled overnight — the squeeze had no follow-through. Watching spot accumulation on-chain. $BTC