Arrow Electronics. Every tracked FinTwit mention of $ARW, newest first. 3 mentions since the first on Jun 14, 2026. See the price chart.
June 2026 · 3 mentions
Jun 20
InvestmentGuru — How to play memory super cycle
➡️ $MU / $SNDK — direct memory producers, pricing power = margin expansion
➡️ $WDC — enterprise HDD supply already booked out for 2026
➡️ $ARW / $…↗
Jun 18
InvestmentGuru — How to play it:
➡️ $MU / $SNDK — direct memory producers, pricing power = margin expansion
➡️ $WDC — enterprise HDD supply already booked out for 2026
➡️ $ARW / $AVT — distributor…↗
Jun 14
InvestmentGuru — MEMORY SUPERCYCLE: The 40-Year Price Decline Just Broke
For four decades, more memory always meant cheaper memory. That cycle has reversed — and it’s the next leg of the AI infras…↗