BREAKING: 🇺🇸 JOLTs Job Openings came in at 7,079,000, lower than expected. Expectations: 7,230,000

J.P. Morgan: after accounting for de-spec, expect HBM S/D shortage of -20%/-19%/-16% in CY26E/27E/28E, with accumulated shortage widening to 23 weeks by CY28E. $MU $DRAM $EWY $DISK

we put 80% probability on $MU Q4 revenue > $52B when it reports on Wed micron guided $49B–$51B. analysts: highest ~$52B our base case is $56.2B. the big question is how much of higher memory prices reaches reported revenue? full note: tessara.tech/views/micron-q4…

$GOOGL - $559K Call buyer

$MU Micron just fit 4 houses into 1 apartment building... Old way to get 512GB of server memory: 4 X 128GB sticks, 4 slots, 44 watts. New way: 1 X 512GB DDR5 stick, 1 slot, 16 watts. Same land, 4x the people, 60% less power. When every slot gets the upgrade, one server holds 12TB. This is how AI stops starving for memory.....

Nomura's Chip Shortage Index (Nomura CSI)

$INTC & $NVDA have the most BULLISH flow so far today

$MU | D.A. Davidson 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗠𝗶𝗰𝗿𝗼𝗻 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆, maintains PT at $𝟮𝟬𝟬𝟬

"De-Globalization Endgame": Deutsche Bank Warns Historic Copper Squeeze Could Ignite 50% Rally zerohedge.com/commodities/de…

$MU | Baird 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺 on 𝗠𝗶𝗰𝗿𝗼𝗻 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆, raises PT to $𝟭𝟱𝟮𝟬 from $𝟭𝟮𝟴𝟬 Analyst sees stronger AI demand, slower 2027 DRAM supply growth and higher HBM margins supporting Micron.

NONSTOP $QQQ & TECH CALL BUYING 0DTE sweepers are even adding into the pump

>Non-stop tech call buying since last week >Tens of billions in dark pool prints stacking underneath >Positive Gamma Distribution on All-Expirys This is what positioning looks like before a GIANT move.

Big $$$ is Buying the tech dip today

Hormuz Oil Flows Rebound To Two-Thirds Prewar Level As Iran's Grip Erodes, Attacks 19 Ships zerohedge.com/energy/hormuz-…

INNIO says grid connection times have stretched from ~2 years historically to 7+ years today, which is why hyperscalers are now signing 15-year contracts for BTM power.

$1.3 million into these $NBIS $440 strike January calls. 84% OTM.

$MU Wells Fargo just cut its price target $1,525 to $1,400 while raising FY27 EPS about 5% to $166 and FY28 more than 10% to $178. Overweight kept. That is a multiple call, not a business call: Rakers now models $261.3B revenue and $125B plus annual free cash flow in FY27, roughly 5% above Street, with 100% shareholder returns starting Dec 2026. He is lowering what he thinks the market will pay, not what Micron will earn, days before the Sept 30 print.

$MU 1000c 10/2 is being closed here

$SPCX | Mizuho 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺 on 𝗦𝗽𝗮𝗰𝗲𝗫, PT $𝟮𝟬𝟬 Analyst sees stronger confidence in SpaceX sustaining premium compute pricing into 2027 as incremental capacity comes to market.

Unusual $7M+ Worth of $QQQ Call Buys & $AAPL Put Sells