S&P 500 Melt-Up to 8,000? + Micron Just Hit $1 Trillion and It Still Looks Cheap

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353The S&P 500 was down 7% at the end of March — it's now up 9% on the year. Wall Street is using the word "melt-up" and the biggest strategists are racing to raise their targets. But melt-ups always end. This midweek check-in breaks down what's real and what to watch.Five segments this episode:The Melt-Up Thesis — Yardeni just raised his S&P 500 target to 8,250. JPMorgan sees a path to 8,000. Brandon breaks down what a melt-up actually means, what's fueling it — earnings breadth at 4-year highs, AI momentum, collapsing volatility — and what could flip the tape fast.Macro Dashboard — Full read on SPY, QQQ, IWM, VIX, crude oil, and the 10-year yield going into a compressed 4-session holiday week with major data on Thursday.Micron (MU) — This chip maker was worth $70 billion a year ago. It just crossed $1 trillion in market cap after an 18% single-day surge. UBS tripled their price target. HBM capacity is sold out through 2026. Revenue is up 196% year-over-year. And the forward P/E is still 8x. Brandon breaks down the bull case, the cycle risk, and whether the easy money is already gone.Momentus (MNTS) — A micro-cap space infrastructure company almost nobody was talking about tripled in two days. Real revenue, insider buying by a former astronaut, SpaceX IPO tailwind, and a fresh $25M capital raise. We explain what's driving it and how to think about the risk.Earnings and Economic Calendar — Thursday is a 90-minute data bomb: Q1 GDP revision, Core PCE inflation, durable goods, and jobless claims all at once. Plus major earnings from Salesforce, Marvell, Costco, Dell, and Zscaler. Everything to know before you trade.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.