The analyst expects MU to beat earnings and reach a new all-time high before a multi-month top, while noting weakness in Mag7 and potential retail exhaustion in SpaceX (cutting below $150). Sentiment is bullish on Solana (SOL) as a top 12-month trade for decentralized AI and tokenization, with a target "bear market low" buy entry at $60. Regarding Bitcoin (BTC), the analyst suggests a long BTC/MSTR pair trade, identifying $60k as a critical support level to watch alongside MicroStrategy's performance.