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$MU CEO: "Humanoid robots carry 10X the amount of memory as an average L2+ vehicle, and we expect a sustained, substantial multi-decade memory demand cycle to begin in the latter part of this decade"

Anticipating a really impressive print from micron $MU tonight hopefully gives the market some additional juice. My chips are on the table.

I’ll continue to say it until the day I die: retail apparel is one of the worst long-term investment categories out there. There’s virtually no moat. Consumer preferences can shift overnight, and the “must-have” brand today can easily become yesterday’s news when the next shiny object comes along. Just look at $GAP. Decades in business, a well-known brand, and yet shareholders have largely gotten a whole lot of nothing to show for it over the long run. Fashion trends change. Brand loyalty fades. That’s a tough foundation to build a long-term investment thesis on. In fact, you can’t.

New Paradigm to Denial right now on Semis. The real trap is on the Return to Normal bounce that should come if this plays out. That's where you would look to actually short, a failed recovery that makes a higher low.

Semiconductors - Leaning more towards Delusion here, feels like the market has one more good push left in it. Lines up with the next round of earnings which are being priced in to be exceptionally bullish.