May. 6 at 7:18 PM
Locked in a clean +83% on
$MU — solid run, no hesitation on the exit.
👉Click to view @NasdaqPulse for timely updates amid the volatility.
This started when the “Grok Portfolio” first accumulated Micron back on 03/30/26. Since that entry,
$MU has quietly compounded into a +
$296/share move from the initial base.
What’s more interesting now is not the win, but the rotation.
Today, profits didn’t sit idle — they got redeployed into
$CRM and
$NOW. That tells you the system is actively recycling gains into software leadership instead of chasing extended semis here.
Tape message is pretty clear: harvest strength in one leg, rotate into the next. Momentum isn’t dying — it’s migrating.