Philip 🪙 🥈

$SILVER potential 2.5x in next 12 months. I'll be updating silver more frequently in X subs.

$MU Micron - why $600 base case, and even potentially $700 bull case into late May to early June is realistic: After a 2–3 month cooldown, Micron just completed a perfect technical reset — prior breakout trend (dating back to 2023) was cleanly retested + held, alongside a key Fib (~0.382). That level got aggressively bought, confirming strength and continuation now above its major EMAs and an S/R flip of previous horizontal resistance. 🔸Structurally, this mirrors prior cycles almost identically: • Breakout → brief consolidation → continuation leg • Current PA is tracking those historical “pre-expansion” phases 🔸 Key factor most people miss: MU historically plateaus ~4 weeks BEFORE earnings → Last cycles: ~70–90% moves into that window → With July ER, that timing aligns perfectly with late May / early June 🔸 Even running a conservative** scenario: • 35% move, half of prior cycle averages → ~$600 • Prior cycle averages (70–75%) → ~$720+ 🔸 Momentum strategy is simple: • As long as price rides 13dma → trend intact • Red days = continuation setups, not weakness 🔸 But what about fundamentals? The only valuation argument that anti-memory bears (if they're even still alive) have is still broken: MU has been “cheap” the entire move from $90 → $450 so far → The “commodity = top when p/e is cheap” narrative is all bogus when applying to the juggernaut fundamentals of Micron and Memory 🔸 We likely already saw the cycle low a few weeks ago (~$330 when I publicly posted about it within my pinned post on my profile) → $600 base case → $700 bull case → Timing: Late May into early June **Pls note: the drawn trends is just an estimate, not a tick for tick scenario, but the momentum within that time-window should look similar overtime

$NOK What an insane base. Nvidia owns a stake + Nokia has connections to Anduril...