In today’s post:

  • Nvidia 2023… All Over Again? πŸ€”

  • The $392B Clue Markets Ignored πŸ”

NVIDIA 2023… ALL OVER AGAIN? πŸ€”

Micron Technology has had a ridiculous year.

Over the last 12 months, the stock is up more than 200%, with peaks closer to 250%. That kind of move usually marks the end of the story. Big run, late buyers, early sellers walking off into the sunset.

But Micron doesn’t look like a stock that’s finished.
It looks like a stock that’s just been noticed.

In fact, the setup feels uncomfortably similar to Nvidia in 2023 β€” right before Nvidia reminded everyone that β€œalready up a lot” is not the same thing as β€œdone.”

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