Markets started the morning strong, led by the tech sector and Micron Technology ($MU) announcing a share buyback and a stronger outlook. How silly do analysts look now in questioning the memory and storage demand cycle? DDR prices moderated slightly but demand is strong. Supply is tight. MU stock PT $60 - $65 almost met as the stock closed at $59. $MU, Micron Technology, Inc. / H1 MoviePass $HMNY continued its path towards BK value. Pity the Stocktwit “investors” who bought the stock when it was a buck or more. It had pump and dump written all over it. But management cannot raise money fast enough to cover losses. In the resources sector, our Value Stock pick since the single digits, Transocean $RIG held up as SeaDrill $SDRL fell 10.67%. With SDRL out and RIG the dominant player with billions in backlog, $RIG could get back to $20/sh. Steel stocks are still a gamble. Trade wars are on…or off…or on again. Avoid $AKS AK Steel and US Steel $X. We called $CHK Chesapeake Energy a sub-$3 stock wrong. The stock is flying past the moon, though it topped $5/share. If bears hold steady, they will get a big payoff shorting at the top ($5). It just needs selling pressure picking up. Bonus pick in tech: Himax technologies $HIMX is quietly inching higher. Bulls are accumulating ahead of the July dividend payout, when HIMX stock is most strong, seasonally.What are your trades for tomorrow? Post them below. Share with 828 value stock members.