Are solar stocks in? When am I selling $MU? So much more in today's episode -it's chock full of great stuff.

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EPISODE SUMMARY

• 💾 Micron mania – $MU ripped another 20% as AI‑driven memory demand, gamma‑squeeze options flow, and fresh Wall Street upgrades pushed it toward my long‑stated $1,000 target and dragged other memory names higher.

• 🧠 Process over predictions – My 10‑part education series plus TrendSpider scanners and Sidekick prompts let me quickly spot tops, scan for 52‑week highs, and react to signals like the blue doji on $SPY instead of trying to “time the bubble.”

• 📊 Alpha Picks beating me (and the S&P) – Alpha Picks hit new all‑time highs with multiple names at 52‑week highs, 3‑month returns near 26% and recent picks like $MU, $TTMI and $CRDO up double digits since early May, while my overall portfolio now trails its performance.

• ⚡ Staying in my lane – I’m using Pro Quant mostly as a stock‑selection tool, keeping my core capital in Alpha Picks and high‑conviction AI themes (memory, photonics, data center power) while passing on solar names like $SEDG, $ENPH and $RUN that fail my fundamental checklist despite huge short‑term moves.

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