$AVT — FinTwit mentions on Surfaced

$AVT — FinTwit mentions on Surfaced

Recent mentions

17 mentions

@investmentguru_Jun 20, 2026 · 1:53 PM

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 / $AVT — distributors holding inventory bought at old prices, selling at new ones = gross margin windfall ➡️ $TSM / $ASML / $LRCX — capex winners as fabs race to add capacity at every node

@investmentguru_Jun 18, 2026 · 3:19 PM

How to play it: ➡️ $MU / $SNDK — direct memory producers, pricing power = margin expansion ➡️ $WDC — enterprise HDD supply already booked out for 2026 ➡️ $ARW / $AVT — distributors holding inventory bought at old prices, selling at new ones = gross margin windfall ➡️ $TSM / $ASML / $LRCX — capex winners as fabs race to add capacity at every node

@investmentguru_Jun 14, 2026 · 7:17 PM

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 infrastructure story. What’s happening: ➡️ DRAM contract prices surged 90-95% quarter-over-quarter in Q1 2026, with PC DRAM specifically rising 105-110% QoQ — more than doubling in a single quarter ➡️ HBM capacity for 2026 is entirely sold out, with Micron, SK Hynix, and Samsung all refusing new orders ➡️ IDC’s read: this isn’t a normal cycle — it’s a “potentially permanent, strategic reallocation of the world’s silicon wafer capacity” ➡️ TSMC raised foundry prices 3-10% on January 1 and has signaled the same annual increases through 2029 ➡️ The wave is spreading: price hikes are now expanding from memory into power semis, CIS image sensors, MCUs, and analog chips across the board ➡️ Analysts project broad electronics price increases of 5-20% in 2026 as AI infrastructure spend (an estimated $620B from US tech giants) absorbs supply How to play it: ➡️ $MU / $SNDK — direct memory producers, pricing power = margin expansion ➡️ $WDC — enterprise HDD supply already booked out for 2026 ➡️ $ARW / $AVT — distributors holding inventory bought at old prices, selling at new ones = gross margin windfall ➡️ $TSM / $ASML / $LRCX — capex winners as fabs race to add capacity at every node This is the “Silicon” leg of the Silicon-to-Substation thesis — when the most commoditized layer of tech starts behaving like a scarce resource, the whole stack is repricing for the buildout. Not financial advice.

@vulturetradesJun 2, 2026 · 2:28 PM

$AVT original contracts at 2.00 from 1.35 🔥 50% move already https://t.co/nrrRFhY03p

@cobraalertsJun 2, 2026 · 2:24 PM

$AVT 1.35 > 2.15+ OMG 🐍🚨

@vulturetradesJun 2, 2026 · 2:23 PM

$AVT rolling these up setup looks A+ Contracts can 2-5x

@vulturetradesJun 2, 2026 · 2:22 PM

$AVT 110 Call 6/18 here 🚨

@cobraalertsJun 2, 2026 · 2:22 PM

$AVT 110 CALL 6/18 @ .85 🐍🚨

@vulturetradesJun 2, 2026 · 2:22 PM

$AVT 110 Call 6/18 at 0.85 🚨

@cobraalertsJun 2, 2026 · 2:22 PM

$AVT 110 CALL 6/18 @ .75 🐍🚨

@vulturetradesJun 2, 2026 · 1:59 PM

$AVT these contracts are mispriced sniper entry

@cobraalertsJun 2, 2026 · 1:59 PM

$AVT BEST SET UP TODAY

@cobraalertsJun 2, 2026 · 1:59 PM

$AVT 100 CALL 6/18 @ here 🚨🐍

@vulturetradesJun 2, 2026 · 1:58 PM

$AVT 100 Call 6/18 here 🚨

@vulturetradesJun 2, 2026 · 1:58 PM

Potential 2-3x idea 💡 $AVT 100 Call 6/18 at 1.35

@vulturetradesJun 2, 2026 · 1:58 PM

$AVT 100 Call 6/18 at 1.35 🚨

@cobraalertsJun 2, 2026 · 1:58 PM

$AVT 100 CALL 6/18 @ 1.35 🚨🐍