Micron Rips 15%, Intel's Back From the Dead, and the AI Bubble Debate Is Officially a Bar Fight
Social sentiment hit peak chaos this week — geopolitics, AI euphoria, memory stock moonshots, and one very questionable GameStop M&A attempt
Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| MU MICRON TECHNOLOGY INC | buy | $757.35 | — | — | — |
| INTC INTEL CORP | hold | $126.00 | — | — | — |
| NVDA NVIDIA CORP | buy | $215.05 | — | — | — |
| GME GameStop Corp. | sell | $24.28 | — | — | — |
| CRWV CoreWeave, Inc. | hold | $113.86 | — | — | — |
| LYFT Lyft, Inc. | buy | $14.33 | — | — | — |
| DKNG DraftKings Inc. | buy | $25.72 | — | — | — |
| HIMS Hims & Hers Health, Inc. | buy | $29.09 | — | — | — |
| AFRM Affirm Holdings, Inc. | hold | $64.27 | — | — | — |
| MNST Monster Beverage Corp | hold | $86.15 | — | — | — |
Let's start with the obvious: $MU up 15.5% and $INTC up 25% for the week — its best weekly performance since 2000 — on a preliminary Apple chip manufacturing deal. The Philadelphia Semiconductor Index ripped 5.5% in a single session. Meanwhile, Fundstrat and TheChartGuys are both waving caution flags about thin breadth — the Dow still hasn't hit new highs while the Nasdaq melts up on semis and memory alone. Real bubble or just a really good party for one sector? The debate is officially raging, and Paul Tudor Jones is reportedly buying more AI names with 1-2 years of runway cited before any potential correction.
Elsewhere in 'things that actually happened': $GME made an unsolicited $55.5 billion bid for $EBAY — a company five times its size — backed by a non-binding bank letter and shares it isn't authorized to issue yet. Incredible. $CRWV dropped 12% post-earnings despite a 90% YTD run and a $40 billion backlog expansion, which is basically the market saying 'we priced in perfection, not just very good.' $NVDA quietly took equity stakes in CoreWeave, Coherent, Lumentum, Marvell, and Corning — building a supply chain empire one check at a time.
With Brent crude at $101/barrel, US gas at $4.53/gallon, a Hantavirus cruise ship, and Jerome Powell's farewell tour all happening simultaneously, the only rational response is to dollar-cost average and maybe get some travel insurance — just make sure it covers wars this time.