How should we determine the next steps for Micron, SK Hynix, CRWV, and NBIS?

$Micron Technology (MU.US)$ 1. Micron, ifyou previously built a position at the lows around $830 with me,regarding my overall position, Ibelieve there is no need to exit completely.The next upside target can still reach $1,000. However, here I would like toremind everyonethat although Micron started rising yesterday, based ontrading volume and the overall pricestructure, it is currentlyfar from entering the main upward trend.Regarding Micron's rise yesterday, I would consider ita preliminary test of strength.The main upward trend for the memory sectorwill depend on whether trading volume can continue to expand in the follow-through.Therefore, for this week,those who completely missed the low-entry opportunity in memory stocksneed not worry; you can still patientlywait for Micron to pull back. The $850–$880 rangeremains a good entry point. If Micron's stock price retraces to this zone, consider building positions in tranches.

$SK hynix (SKHY.US)$ 2. SK Hynix: Yesterday, SK Hynix surged nearly 10%, with its stock price reaching the first target of $155 that I previously mentioned.If you initiated a position with me around $137 last week, consider taking some profits.Given the short-term gains from $137 to $155 are already substantial. However, I believe you can hold the remaining core position, with the next target price range at $170–$175.

If you missed the rally entirely earlier,and wish to re-enter SK Hynix,there are two scenarios to consider:If you are a moreAggressiveconservative investor, you can set $135 as the most important short-term stop-loss level for SK Hynix. In principle, SK Hynix remains in a bullish structure,If you are unwilling to chase SK Hynix at higher prices,there is no need to rush. You canWait patientlywait to see if the market will providea pullback opportunity around $145in the coming trading sessions. If it pulls back to near $145, then consider establishing a position,as the risk-reward ratio will be more favorable.。

Finally, let's look at the data center sector.

Among the tech stocks that truly rose yesterday,The two most volatile stocksIt's just thatCRWV and NBISI previously highlighted opportunities to accumulate these two stocks at lower levels. Therefore, for those who already entered positions at the bottom, the priority now is not to buy the dip, but to protect profits and let the gains run.

$CoreWeave (CRWV.US)$ 1. Regarding CRWV,those who pre-positioned with me around $85 last weekcurrentlyhave seen profits exceed 20%. If you already took some profits during yesterday's surge, hold the remaining core position above your breakeven point. I see the second target in the $125–$135 range.

However, for thosewho completely missed out on CRWVFor those who are friends,it is not advisable to chase highs blindly at current prices,as short-term risks have significantly increased following consecutive sharp rallies. If you remain bullish on CRWV's future growth potential,you can wait patiently; I believe the $95–$100 rangeoffers a more comfortable entry point for the next opportunity.

2. Anothermajor dark horse is NBIS.。
$NEBIUS (NBIS.US)$ Yesterday, NBIS surged nearly 35% in a single day, with the stock price soaring to around $260. If you had alreadyentered the position last week near $195 as I suggested,, soyou have truly captured a major dark horse this time.If you already took some profits yesterday, I don't think there's a need to overthink the remaining core position, becauseas long as AI commercialization continues to materialize and data center demand keeps growing, high-beta core stocks like NBIS have the potential for further aggressive rallies., so the remainingcore position can be held with confidence for speculative gains,with a short-term target of $300. If the market continues to exceed expectations, we could even look toward $350. Of course, if you are currentlycompletely missing out on the move,do not blindly chase NBIS near the $260 level;let those with low-cost basis positions capture the profits, while those holding cash must wait for the next market opportunity.This allows those with existing positions at lower levels to trade for profits, while those holding cash must continue to wait for the next market opportunity.

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