I'm up $180,000 on micron. And everything that's happened in the last two weeks is why I haven't sold a single share. Two earnings calls and equity raise and a CEO interview have me locked in for earnings. I'll show you what I found. But first, here's why the easy money is behind us. Now, what comes next is a much harder call. This has been my primary play for over the past year and I've been covering this position on my page since I first started posting. The thesis was simple. Data center and AI compute was accelerating. Memory demand would follow, pricing would balloon, and the market was underpricing the super cycle. The thesis played out, but here's what's keeping me in. Last week, micron CEO interviewed with Bloomberg and confirmed the shortage is going to last beyond 2026. Dell reported blockbuster earnings showing 88% year-over-year growth being revenue expectations by $8 billion in Q1 alone and a $24 billion in net new orders and is sitting on a record $51 billion backlog. On the call, management said memory is the primary bottleneck. HPE followed, revenue, EPS, and free cash flow, all cash estimates and a flagged memory as the reason why they can't recognize revenue fast enough. Then Google raised $80 billion in equity for the AI buildout. The report with their earnings call, where the CFO signaled higher spending in 2027, this is reaffirming the AI buildout. The case for $2,000 is getting louder and it's not as crazy as it seems anymore, but the risks are real. Helium disruption remains an open question. Chinese players are ramping production and micron will have to meet immense expectations to keep the price momentum continuing. I'm still bullish, but I'm selling covered calls and stress testing this thesis from every angle before earnings. Follow along. I'll be obsessively poking holes in the thesis, leading up to micron's earnings and sharing everything I find. See you in the next one.