$MU Applying median P/E multiples to Micron’s annual earnings forecasts: S&P 500: 23x Information Technology: 38x Semiconductor Industry: 51x FY 1: $1.4k / $2.3k / $3.1k FY 2: $2.4k / $4.1k / $5.4k FY 3: $2.2k / $3.7k / $5.0k FY 4: $2.8k / $4.8k / $6.5k (S&P 500 / Tech / Semis) The market still values memory as a commodity. AI increasingly treats memory as critical infrastructure. Every GPU needs HBM. Every AI server needs DRAM. Every AI factory needs memory. $MU $NVDA $AMD $AVGO #AI

$MU Assume Micron earns its latest quarterly profit for the next year. Using median P/E multiples: Q0 annualized: • S&P 500 (23x): $1,101 ( 23%) • Tech (38x): $1,874 ( 109%) • Semis (51x): $2,508 ( 180%) Q 1 annualized: • $1,797 / $3,059 / $4,095 Q 2 annualized: • $2,146 / $3,653 / $4,890 Q 3 annualized: • $2,367 / $4,029 / $5,394 Memory isn’t a commodity anymore. It’s becoming the core infrastructure layer of AI. $MU #AI

52-Week High Breakouts (> 1%) As of June 12, 2026 $KLAC - KLA Corp $SNDK - Sandisk Corp/DE $ASML - ASML Holding NV $ONTO - Onto Innovation Inc $RL - Ralph Lauren Corp $HUM - Humana Inc $AMAT - Applied Materials Inc $TGT - Target Corp $DVA - DaVita Inc $CVS - CVS Health Corp $SPG - Simon Property Group Inc $STT - State Street Corp $C - Citigroup Inc $MET - MetLife Inc $Ticker - Actual Price (Breakout): $KLAC - $254.54 ( 4.69%) $SNDK - $1,980.10 ( 4.49%) $ASML - $1,629.60 ( 2.75%) $ONTO - $323.88 ( 2.49%) $RL - $403.98 ( 2.23%) $HUM - $379.22 ( 1.75%) $AMAT - $567.25 ( 1.73%) $TGT - $135.23 ( 1.60%) $DVA - $208.66 ( 1.58%) $CVS - $101.96 ( 1.40%) $SPG - $219.04 ( 1.28%) $STT - $167.63 ( 1.24%) $C - $139.83 ( 1.16%) $MET - $88.84 ( 1.00%) Breakouts are spread across multiple sectors. Dominant sector: Information Technology (5/14).

$SPCX day IPO Monitor (Initial Public Offering) As of June 12, 2026 📅 Today 12/06/2026 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology 🕐 Last 5 days 10/06/2026 | $SHOTU | RMG ML Sports Holdings | Sports 10/06/2026 | $EROC | ERock, Inc. | Energy 10/06/2026 | $JABRU | JAB Acquisition Corp I | Finance 10/06/2026 | $PBLS | Parabilis Medicines, Inc. | Healthcare 09/06/2026 | $ISNRU | Snow Rothschild Acquisition Corp. | Finance 09/06/2026 | $ELOX | Eloxx Pharmaceuticals, Inc. | Healthcare 09/06/2026 | $WHK | WhiteHawk Minerals Corp. | Mining 09/06/2026 | $OCACU | Ocean Capital Acquisition Corp | Finance 🔜 Next 5 days No IPOs scheduled for the next 5 days.

📊 S&P 500 SX5E Hype Stocks As of June 10, 2026 🟢 Top Leaders ·  · %YTD $AMPG 11.11% · 131.71% $OPTX 10.06% · 308.95% $AXTI 8.84% · 408.89% $AAOI 7.52% · 342.25% $NBR 6.66% · 85.69% $DVN 5.74% · 23.05% $PBF 5.48% · 49.21% $ARQQ 4.80% · -46.66% $SJM 4.15% · 21.13% $HBR 3.89% · 33.67% 🔴 Top Laggards ·  · %YTD $SMCI -27.98% · -5.46% $SLOIF -12.61% · 483.35% $BE -9.78% · 137.34% $CIFR -8.75% · 29.75% $ASPI -8.59% · 3.91% $GNRC -8.38% · 69.46% $WULF -8.34% · 82.03% $UROY -7.92% · -28.09% $GLXY -7.74% · 21.82% $NNE -7.62% · -19.90%

📊 S&P 500 SX5E Hype Stocks As of June 9, 2026 🟢 Top Leaders ·  · %YTD $SJM 10.44% · 16.31% $APH 7.29% · 10.28% $GLXY 7.11% · 32.04% $JMIA 6.56% · -43.02% $POOL 6.34% · -16.23% $BLDR 6.04% · -25.89% $CARR 5.78% · 33.11% $CRDO 5.42% · 63.61% $ARE 5.35% · 8.13% $PODD 5.35% · -43.58% 🔴 Top Laggards ·  · %YTD $AAOI -17.17% · 311.31% $RDW -15.19% · 74.42% $IQEPF -14.11% · 758.87% $AXTI -13.68% · 367.54% $POET -12.30% · 50.42% $COHR -11.44% · 83.16% $PDYN -10.67% · 35.70% $IONQ -9.73% · 21.21% $RGTI -9.53% · -16.57% $SLOIF -9.39% · 567.48%

📊 S&P 500 SX5E Hype Stocks As of June 8, 2026 🟢 Top Leaders ·  · %YTD $AMPG 26.83% · 100.30% $GLXY 21.36% · 23.27% $SLOIF 13.00% · 632.89% $INTC 11.19% · 180.02% $AAOI 11.10% · 396.57% $IONQ 10.60% · 34.27% $MU 9.87% · 200.96% $NNE 9.72% · -6.37% $MRVL 9.63% · 223.13% $KLAC 9.27% · 65.41% 🔴 Top Laggards ·  · %YTD $IFX -9.11% · 102.01% $ADYEN -8.87% · -41.50% $GFAI -6.46% · -33.17% $EOSE -5.51% · -48.42% $SWMR -5.38% · 85.42% $AKAM -4.99% · 66.71% $HSY -4.70% · -3.57% $SU -4.54% · 13.50% $CIEN -4.41% · 89.66% $GDDY -4.36% · -31.91%

$SPCX is coming… IPO Monitor (Initial Public Offering) As of June 8, 2026 📅 Today No IPOs today. 🕐 Last 5 days 05/06/2026 | $FTRAU | FutureCorp Space Acquisition 1 | Technology 04/06/2026 | $LFTO | Liftoff Mobile, Inc. | Technology 04/06/2026 | $SSMR | Sunshine Silver Mining & Refining Co | Mining 04/06/2026 | $LTGRU | Long Table Growth Corp. | Technology 04/06/2026 | $IPVVU | InterPrivate Investment Partners V, Inc. | Finance 04/06/2026 | $QNT | Quantinuum Inc. | Technology 04/06/2026 | $INIO | INNIO N.V. | Energy 03/06/2026 | $KEYYU | Keystone Acquisition Corp. | Finance 03/06/2026 | $AADX | Applied Aerospace & Defense, Inc. | Defense 03/06/2026 | $APMCU | AmperCap Acquisition Co | Finance 03/06/2026 | $AESPU | Aeon Acquisition I Corp. | Finance 🔜 Next 5 days 09/06/2026 | $WHK | WhiteHawk Income Corp | Finance 10/06/2026 | $PBLS | Parabilis Medicines, Inc. | Healthcare 10/06/2026 | $EROC | ERock, Inc. | Energy 11/06/2026 | $FRBT | Forbright, Inc. | Finance 12/06/2026 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology

AI adoption still feels like we’re at the iPhone 2007 moment. Until now: employees used AI individually, companies experimented, budgets were tiny. Now enterprises are building full AI departments, integrating AI into workflows, and quietly realizing the productivity gains can be massive. Every new AI model needs: GPUs HBM DRAM networking power data centers And the crazy part? There are basically only 3 companies on Earth capable of producing advanced memory at scale. The bull case for $MU $NVDA $AMD $SMCI $AVGO $TSM $SNDK $STX $WDC

📊 S&P 500 SX5E Hype Stocks As of June 5, 2026 🟢 Top Leaders ·  · %YTD $COO 8.58% · -16.98% $ARGX 5.10% · 5.83% $CLX 5.03% · -6.65% $KVUE 4.92% · 2.25% $KMB 4.84% · -2.33% $ALL 4.82% · 8.43% $EG 4.67% · -0.02% $PODD 4.65% · -45.84% $PGR 4.42% · -3.82% $CMG 4.12% · -21.74% 🔴 Top Laggards ·  · %YTD $PL -25.98% · 57.86% $POET -23.39% · 65.64% $QMCO -19.52% · 81.43% $QSI -17.97% · -9.48% $GFAI -17.79% · -28.56% $UMAC -17.34% · 96.76% $ALMU -16.98% · 26.91% $KULR -16.81% · 19.06% $LWLG -16.75% · 177.05% $MRVL -16.74% · 194.74%

📊 S&P 500 SX5E Hype Stocks As of June 4, 2026 🟢 Top Leaders ·  · %YTD $RDW 15.09% · 137.32% $UMAC 11.92% · 138.03% $AMPG 10.32% · 79.27% $AAOI 10.22% · 412.35% $KTOS 8.51% · -20.04% $QSI 7.56% · 10.34% $BX 7.50% · -25.35% $RCAT 6.89% · 60.92% $HUM 6.80% · 32.26% $AVAV 6.75% · -20.22% 🔴 Top Laggards ·  · %YTD $CIEN -13.66% · 117.68% $AVGO -12.59% · 20.51% $MU -7.74% · 215.77% $IREN -5.53% · 44.87% $APTV -5.08% · -7.04% $IQEPF -4.83% · 948.39% $ANET -4.79% · 24.26% $SNDK -3.92% · 539.33% $VZ -3.82% · 10.74% $CRWD -3.81% · 58.54%

📊 S&P 500 SX5E Hype Stocks As of June 3, 2026 🟢 Top Leaders ·  · %YTD $QMCO 27.19% · 127.86% $POET 11.29% · 114.80% $TPL 9.69% · 36.51% $IFX 9.52% · 129.98% $PRX 9.37% · -20.83% $MRNA 7.49% · 58.98% $SNDK 6.71% · 565.42% $SLOIF 6.23% · 671.43% $INCY 6.22% · -3.39% $URI 6.21% · 25.03% 🔴 Top Laggards ·  · %YTD $MLGO -14.98% · -0.20% $ONDS -14.51% · 5.35% $LUNR -14.51% · 89.21% $NNE -13.74% · -4.49% $UMAC -13.64% · 112.68% $IQEPF -13.12% · 985.97% $KULR -13.00% · 42.19% $EOSE -12.95% · -36.78% $HOLO -12.26% · -32.85% $GFAI -12.09% · -12.64%

📊 S&P 500 SX5E Hype Stocks As of June 2, 2026 🟢 Top Leaders ·  · %YTD $SWMR 37.73% · 153.29% $MRVL 32.52% · 225.30% $URG 22.81% · 37.25% $OPTX 22.05% · 322.68% $AEHR 20.70% · 409.93% $QMCO 19.54% · 79.14% $HPE 19.47% · 132.31% $COHR 17.63% · 119.67% $UMAC 15.72% · 146.28% $LWLG 15.43% · 247.54% 🔴 Top Laggards ·  · %YTD $KITT -11.50% · -75.20% $ARBE -9.60% · -5.83% $TTD -9.13% · -44.00% $INTU -8.94% · -48.82% $CBOE -8.44% · 11.08% $CVNA -7.61% · -18.05% $HPQ -6.99% · 23.37% $RHM -6.68% · -24.66% $BKKT -6.67% · -12.89% $DELL -6.58% · 240.62%

📊 S&P 500 SX5E Hype Stocks As of June 1, 2026 🟢 Top Leaders ·  · %YTD $ALMU 21.46% · 47.25% $AAOI 17.21% · 368.86% $IQEPF 16.85% · 1096.77% $AMPG 16.52% · 57.01% $MGM 16.08% · 38.91% $ARBE 13.64% · 4.17% $GFAI 13.21% · -6.40% $POET 13.02% · 93.99% $CDW 12.38% · 5.87% $DDOG 12.19% · 107.44% 🔴 Top Laggards ·  · %YTD $FDX -17.79% · 15.47% $SLOIF -16.47% · 600.33% $RDW -15.83% · 129.01% $RKLB -14.70% · 61.06% $LUNR -12.82% · 113.70% $CBOE -9.76% · 21.31% $PL -9.15% · 127.63% $UMAC -9.13% · 112.82% $QCOM -8.78% · 32.38% $IRDM -7.67% · 169.20%

52-Week High Breakouts (> 1%) As of June 1, 2026 $MGM - MGM Resorts International $DDOG - Datadog Inc $DELL - Dell Technologies Inc $CDNS - Cadence Design Systems Inc $CRWD - Crowdstrike Holdings Inc $FTNT - Fortinet Inc $HPE - Hewlett Packard Enterprise Co $PANW - Palo Alto Networks Inc $MU - Micron Technology Inc $HUT - Hut 8 Corp $HUM - Humana Inc $SNDK - Sandisk Corp/DE $AVGO - Broadcom Inc $GS - Goldman Sachs Group Inc/The $CNC - Centene Corp $STX - Seagate Technology Holdings PL $MS - Morgan Stanley $CORZ - Core Scientific Inc $Ticker - Actual Price (Breakout): $MGM - $50.80 ( 14.72%) $DDOG - $278.22 ( 11.37%) $DELL - $466.22 ( 8.64%) $CDNS - $411.52 ( 7.22%) $CRWD - $782.83 ( 7.02%) $FTNT - $147.21 ( 6.59%) $HPE - $47.37 ( 6.27%) $PANW - $300.14 ( 5.79%) $MU - $1,035.64 ( 5.57%) $HUT - $183.90 ( 5.44%) $HUM - $327.44 ( 3.73%) $SNDK - $1,768.22 ( 3.48%) $AVGO - $459.10 ( 2.27%) $GS - $1,049.14 ( 2.13%) $CNC - $61.97 ( 2.00%) $STX - $921.12 ( 1.74%) $MS - $211.40 ( 1.59%) $CORZ - $28.52 ( 1.19%) Strong momentum in Information Technology. Dominant sector: Information Technology (13/18).

📊 S&P 500 SX5E Hype Stocks As of May 29, 2026 🟢 Top Leaders ·  · %YTD $DELL 32.76% · 229.35% $NTAP 22.39% · 63.70% $NOW 14.38% · -15.65% $IBM 12.71% · 2.16% $HPE 12.64% · 78.07% $WDAY 12.45% · -28.96% $SMCI 11.60% · 48.87% $HOOD 11.15% · -18.15% $ORCL 10.84% · 15.36% $DDOG 9.82% · 84.91% 🔴 Top Laggards ·  · %YTD $ASTS -14.79% · 35.87% $AXTI -10.84% · 515.51% $WKEY -10.49% · 5.55% $OPTX -9.87% · 217.89% $ARBE -9.09% · -8.33% $SLOIF -8.89% · 738.42% $AEHR -7.66% · 316.65% $TSEM -7.36% · 109.65% $POET -7.32% · 71.65% $RR -7.08% · -13.22%

52-Week High Breakouts (> 1%) As of May 29, 2026 $DELL - Dell Technologies Inc $NTAP - NetApp Inc $HPE - Hewlett Packard Enterprise Co $CRWD - Crowdstrike Holdings Inc $PANW - Palo Alto Networks Inc $DDOG - Datadog Inc $F - Ford Motor Co $FTNT - Fortinet Inc $MS - Morgan Stanley $MU - Micron Technology Inc $MGM - MGM Resorts International $Ticker - Actual Price (Breakout): $DELL - $420.91 ( 28.43%) $NTAP - $174.29 ( 21.33%) $HPE - $43.04 ( 11.56%) $CRWD - $731.00 ( 7.90%) $PANW - $281.69 ( 7.76%) $DDOG - $247.35 ( 5.26%) $F - $17.44 ( 4.12%) $FTNT - $137.97 ( 2.27%) $MS - $208.00 ( 1.77%) $MU - $971.00 ( 1.55%) $MGM - $43.67 ( 1.09%) Strong momentum in Information Technology. Dominant sector: Information Technology (8/11).

📊 S&P 500 SX5E Hype Stocks As of May 28, 2026 🟢 Top Leaders ·  · %YTD $UMAC 57.20% · 118.13% $RCAT 32.61% · 54.48% $SLOIF 29.05% · 820.19% $ONDS 22.69% · 20.24% $BTDR 18.28% · 59.13% $AVAV 18.26% · -16.32% $DLTR 17.87% · -11.51% $PDYN 17.02% · 86.44% $SWMR 16.95% · 83.19% $A 16.87% · -1.86% 🔴 Top Laggards ·  · %YTD $FLY -13.81% · 107.79% $IQEPF -9.60% · 932.26% $SYM -8.99% · -24.76% $SNPS -8.61% · 0.05% $OPTX -7.38% · 252.72% $TSN -6.09% · 6.82% $AAOI -6.01% · 326.82% $AXTI -5.76% · 590.33% $IREN -5.59% · 50.00% $NSC -5.47% · 6.97%

52-Week High Breakouts (> 1%) As of May 28, 2026 $UMAC - Unusual Machines Inc /US $SLOIF - SOITEC $FSLR - First Solar Inc $HUT - Hut 8 Corp $DELL - Dell Technologies Inc $RDW - Redwire Corp $F - Ford Motor Co $AMD - Advanced Micro Devices Inc $Ticker - Actual Price (Breakout): $UMAC - $31.12 ( 33.11%) $SLOIF - $224.75 ( 8.35%) $FSLR - $305.98 ( 6.99%) $HUT - $172.69 ( 4.41%) $DELL - $323.34 ( 3.59%) $RDW - $25.77 ( 3.41%) $F - $16.45 ( 2.42%) $AMD - $517.66 ( 1.46%) Strong momentum in Information Technology. Dominant sector: Information Technology (6/8).

📊 S&P 500 SX5E Hype Stocks As of May 27, 2026 🟢 Top Leaders ·  · %YTD $LUNR 15.72% · 125.62% $IREN 13.48% · 58.88% $ONDS 10.54% · -2.00% $APP 10.42% · -8.17% $SWMR 9.72% · 56.65% $CIFR 9.30% · 55.31% $RCAT 9.21% · 16.48% $MGM 9.10% · 14.96% $UMAC 8.97% · 38.76% $RDW 8.89% · 165.78% 🔴 Top Laggards ·  · %YTD $BSX -12.46% · -46.72% $GFS -9.84% · 119.99% $SLOIF -9.33% · 612.25% $RACE -8.37% · -10.20% $IQEPF -7.57% · 1045.00% $AXTI -7.41% · 632.52% $ITH -6.24% · 38.79% $QCOM -6.20% · 34.93% $NNE -5.88% · -0.91% $MIR -5.78% · -28.83%