PhotonBull — Seems like the war in Iran is still raging on, which makes me wonder
When will we get our next ceasefire catalyst?
The only question is which benchmark Trump has for the market…↗
Jul 17
Trade Whisperer — $META in talks to rent up to $10B in AI compute to Anthropic over two years.
GPU+HBM clusters are becoming enterprise revenue engines. $MU $SKHY $DRAM. Healthy Economics Incoming…↗
Wayne Liang — Nice to see sectors flip green after a brutal week. Personally, I use these ETFs to track each theme:
$DRAM (Memory)
$HUMN (Robotics)
$UFO / $NASA (Space)
$SMH (Semis)
$WGMI (Neoc…↗
Jul 17
Daave “3 and 30” Tepper — tellin you guys here and now, this tech selloff is about openai delaying it's ipo.
$dram as a proxy peaked june 22; openai delay went public within the next 48 hours.
and in th…↗
InvestmentGuru — Five sectoral ETF , better buying opportunity in this market
$DRAM — memory cycle (Micron, SK
Hynix, Samsung exposure)
$FOTO — pure-play photonics/optical
interconnect
$NLR — nuc…↗
Jul 17
TheValueist — $MU $SNDK $SKHY $DRAM Memory/storage are weak again pre, however, SKHY is green. It will be interesting to see how the day unfolds. Nothing has invalidated the GAI infrastructure t…↗
Jul 17
Daniel Koss — Here’s what I believe AI bears get wrong at the most fundamental level:
“There will be an overbuild.”
Many AI bulls respond that demand far outpaces supply. I agree, but that ans…↗
PhotonBull — I like this thesis
$DRAM $SNDK $MU $SKHY↗
Jul 16
Trade Whisperer — $MU $SKHY $DRAM "DRAM export value in early July increased 437% compared to the same period last year."
"Analyst Ryu Hyung-geun projects that 2027 HBM ASP will rise more than 100%…↗
Jul 16
PhotonBull — Even though China would not have enough memory chips to supply even their own country, the headlines of $AAPL looking to buy Chinese memory tanked memory stocks a month ago
This h…↗
Jul 16
TheValueist — $SNDK $MU $SKHY $DRAM Memory/storage getting hammered again pre. Nothing has changed in 72 hours. Long dated calendar spreads are an outstanding way to trade the GAI infrastructure…↗
Jul 16
Trade Whisperer — $MU $SKHY $DRAM New private (non bank) memory research just landed. July reports. Some of these reports cost five figures annually. I will be sharing my commentaries on these repor…↗
Jul 15
rubicon59 — The big question is who is gonna do better from here, Google & hyperscalers or the semis like $NVDA and $DRAM vendors.↗
Jul 15
Daave “3 and 30” Tepper — added to $nbis and $acmr today
shorted 25% $smh as an overlay against $stx $acmr $avgo bit of $dram i have left↗
Trade Whisperer — "A couple of guys who went short, those poor bastards, I mean, they are in big trouble. They're being wiped out," Trump said. "I never liked short guys." -Trump
$MU $DRAM $SKHY $S…↗
Jul 15
PhotonBull — My only concerns with the memory 'trade' were not fundamental, but market related
The large amount of leverage, the big and fast run and the fact it was so crowded were real risks…↗
Jul 15
PhotonBull — Didn't think I would live to see the day $BTC was green and memory was down
$SNDK $MU $SKHY $DRAM↗
Jul 15
rubicon59 — Buffett funding the semis? $NCDA $DRAM↗
Trade Whisperer — $MU "Our view is consistent with management, that AI will keep DRAM demand well above supply BEYOND 2027" -Morgan Stanley
Holy Structural $DRAM Shit↗
Jul 15
Trade Whisperer — $SKHY +13.1% Samsung +8% in the Korean Market
$DRAM A https://t.co/YnZivPZQtV↗
Jul 14
TheValueist — $SNDK $MU $SKHY $DRAM I highly suspect HBF is likely happening for GAI data centers. Second earnings call that $AEHR has dove into it with customer validation progressing. Invest a…↗
Jul 14
PhotonBull — We should have some more respect for US traders
We all thought Koreans were crazy for moving SK Hynix 10% a day
Now the US is showing them how it's done with 20-30% moves
$SKHY…↗
Michael | Hypermarkets — $IBM crashing 25% in 1 day is extremely bullish for $MU $DRAM $SKHY
Here's why:↗
Jul 14
Alphatica — IBM's CEO just validated the demand thesis behind our MU research.
Arvind Krishna said clients shifted capex toward servers, storage, and memory to secure supply-constrained infra…↗
Jul 14
Alphatica — @anthony_lees Someone purchased about $240,000,000 $DRAM in the LIT exchange after hours last night. They are going to do well today.↗
Jul 14
TheValueist — $MU $SNDK $SKHY $DRAM Lower inflation and potentially lower interest rates are great for the memory/storage trade and for the GAI infrastructure trade overall. https://t.co/e8VKnA…↗
Jul 14
Trade Whisperer — $DRAM Samsung (W) PINK candle → -24% drawdown.
Leveraged Bulls😂 are defending the middle Bollinger Band. Confluence with the 21 EMA and 100 Day MA all stacking at the same level.…↗
Jul 14
Trade Whisperer — $TSM $MU $SKHY $DRAM
TSMC's SoW-X: 64 HBM stacks on a single wafer. Today's best? 12.
Today (CoWoS): 8 to 12 HBM stacks
2028 (CoWoS): 20 HBM stacks
2029 (CoWoS): 24 HBM stacks…↗
Jul 14
PhotonBull — Is anyone prepared for $NBIS $300 this month
Or $DRAM $100
Or is the it just me?↗
Jul 14
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Trump says the U.S. is reinstating the blockade and will now charge a 20% fee on all cargo passing thr…↗
Jul 14
Alphatica — @henry_petzold We saw $240 million $DRAM buy in the LIT exchange about an hour ago. We did not post it because it was not Dark Pool.↗
Jul 13
PhotonBull — Fuck the Kospi
We ride US stocks
$DRAM↗
Jul 13
PhotonBull — We are all buying the fear
Fuck the panicans
Fuck the Koreans (just kidding)
Long AI
$NBIS $DRAM↗
Trade Whisperer — $MU $SKHY $DRAM Just Remember
HBM pricing is expected to nearly TRIPLE by Q4 2027. Not stabilize. Not hold. Triple.
Volatility is driven by fear. The thesis is driven by data. ht…↗
Jul 13
Trade Whisperer — $MU $SKHY $DRAM Just Remember
86% operating margins projected to hold through 2027.
Volatility is psychologically driven. The investment thesis is data driven. https://t.co/1c4Gj…↗
Jul 13
PhotonBull — Feels like there is a lot of fear in memory
Great time to buy IMO
$SNDK $MU $DRAM $SKHY↗
Jul 13
PhotonBull — So many great companies at a discount right now
My favorites: $NBIS $DRAM $ASTS $EOS.AX
This guy knows what to buy and when to enter, make sure to give him a follow!↗
Jul 13
JC Investing — I’m convinced the people bashing $DRAM $MU and $SNDK are the same ones that missed the generational run https://t.co/3HSO7tGZ7F↗
Jul 13
TheValueist — $MU $SKHY $SNDK $DRAM Memory and storage names are looking like they will get pummeled this morning. Nothing has changed in my long-term conviction in any of these names. The vol i…↗
Jul 13
mon — @keeevTESLA $DRAM is not offered by my platform so I bought a memory stock instead.↗
Jul 13
mon — SK Hynix is now down 12.8%.
If you've missed the memory rally, this could be the opportunity you've been waiting for.
$SNDK, $MU, $DRAM https://t.co/swFqfXPzFP↗
Jul 13
mon — No idea what's happening in Korea.
This is exactly why, when it comes to memory stocks, I'd rather own a concentrated ETF like $DRAM than try to pick individual winners.
Even tho…↗
Jul 12
Trade Whisperer — $MU $SKHY $DRAM The total HBM demand picture across all accelerator platforms is stacking higher every quarter.
“Demand for XPUs and networking is simply insatiable. During the qu…↗
Jul 12
rubicon59 — Key memory secular tailwinds: $DRAM
1. Growth in “users” is no longer related to the number of compute device/people
2. Unlike in the past, the benefit of more memory doesn’t…↗
Jul 12
Trade Whisperer — $MU $SKHY $SNDK $DRAM
CPU TAM by 2030: $200 Billion. That's cute.
Memory TAM by 2030? ~$1 - $2 Trillions projected by financial banks and private research firms.
And no, it's no…↗
Trade Whisperer — AI is still in diapers. Still crawling.
Everyone is debating today's AI.
I'm investing in tomorrow's AI.
Imagine the AI adulthood.
Go Long.
$MU $DRAM $SNDK $SKHY $TSM $NVDA $LITE…↗
Jul 12
Trade Whisperer — "A server DRAM shortage is already anticipated for 2027."
"Initial estimates predict that total RDIMM bit supply will grow by only 15–20% YoY, significantly LAGGING the projected…↗
Jul 11
TheValueist — $MU $SKHY $005930 $DRAM $EWY This is one more aspect the market doesn't fully appreciate. The bit exchange rate for HBM4E from DRAM is 4-5x. It is likely that the bit exchange rate…↗
Jul 11
TheValueist — $MU $SKHY $005930 $DRAM $EWY Soon enough. The market still doesn't appreciate that under every HBM4E and subsequent generation stack is a logic die. That logic die gets increasing…↗
Jul 11
rubicon59 — When ASIC-like multiples for $DRAM stocks?
“The shift of customer-specific base dies into the place of standard base dies has already entered the execution stage.”↗
Michael | Hypermarkets — $DRAM — the first-ever memory ETF.
Everyone spent this whole AI run fighting over which stock to own $NVDA, $MU, $SNDK, $AVGO, $AMD, $AAPL, $META, $MSFT, $GOOG, $TSLA.
Here's wha…↗
Jul 11
Michael | Hypermarkets — My favorite one to get right now is $DRAM for January 2028 $100 calls for memory for these 3 reasons:
1/ Memory is THE bottleneck of AI not compute, memory. HBM is effectively so…↗
Jul 11
Damnang2 — This latest memory article received far more engagement than I expected. Thank you to everyone who took the time to read it.😍
I wrote the public section in accessible language so…↗
Jul 10
Trade Whisperer — "Over the next five years, we plan to double our entire capacity but our customers are telling us that's not enough. They want five times, six times more. Double is not enough. Dem…↗
Jul 10
PhotonBull — This would be so funny
Would also be a HUGE catalyst for the AI trade as it would be the final signal that capex is not being cut, that AI spend continues and that $META is in the…↗
rubicon59 — Like I said…. https://t.co/0kl0HTRv0T $DRAM↗
Jul 10
Kevin Maro — @Branson_LEE_ Yes, I'm making a post later, but I sold my $DRAM for $MU $SNDK , I also think $DISK is a better ETF after doing some research↗
Jul 10
Trade Whisperer — $MU $SKHY $DRAM Nanya reported Q2 gross margin of 79.5%
"AI strong demand has driven structural changes in memory supply and demand, reducing cyclical factors in the industry. The…↗
Jul 10
Trade Whisperer — $MU $DRAM $SKHY
Apple squeezed memory makers on pricing for a decade. That era is OVER.
2023 → 2030
Mobile Share: 40% → 18%
Data Center Share: 30% → 62%
The biggest power revers…↗
Kevin Maro — Did someone say "blood-green" memory stocks? $SNDK $DRAM $MU https://t.co/iDr9sXNegj↗
Jul 9
Trade Whisperer — $SKHY $DRAM “Chairman Choi will attend the NASDAQ listing ceremony in New York on the morning of the 10th (local time) along with key executives including President Kwak No-jung of…↗
Jul 9
PhotonBull — Pretty solid day so far
Memory being an obvious outperformer after the Korea session didn't nuke for once
$PENG is continuing it's run after the earnings release
$NBIS red here…↗
Trade Whisperer — $SKHY $DRAM knocking on the 50 SMA for the 4th time. Good sign or bad sign? Or just coiling before Friday ADR?
Give me that BLUE candle already 🟦🕯️
300+ charts daily. Try it fr…↗
Jul 8
Midas — $DRAM gives you exposure to the entire memory supercycle.
Diversified across the sector.
Memory is the constraint. TAM expansion beats company risk.↗
Jul 8
Midas — $DRAM
What if you believe memory is the bottleneck but don't want to bet on one company's execution?
There's a basket for that.↗
Jul 8
Kevin Maro — Swapped to $DRAM $MU and still holding a lot of $SNDK - but WOOPS↗
Jul 8
Daave “3 and 30” Tepper — Narrative about to shift back to compute shortage
the momo mean reverted a bit
It’s healthy
fundamentals intact*
$dram $acmr $nbis $avgo $stx
*unless Trump does something…↗
Jul 8
Kevin Maro — Prediction: Memory ( $DRAM, $MU, $SNDK, etc) will be blood-green tomorrow, as South Korea bids up Sk Hynix $SKHY before it's IPO Friday.↗
Jul 8
mon — Great day so far.
- $PENG smashed it. Currently +25%.
- Data center stocks are up across the board.
- $WYFI & $WULF +11%, $NBIS +9% & $IREN +7%.
- Memory stocks starting to…↗
Jul 8
PhotonBull — And the market goes green
Very good sign to see a premarket dip and bottom so far, with a red to green move on $QQQ and many names like $NBIS $SNDK $MU $DRAM https://t.co/SZTwXg0R…↗
Jul 8
Trade Whisperer — $MU $DRAM $SNDK $SKHY
"Memory makers have notified customers of another 20%-30% increase in DRAM contract prices for Q3, while NAND Flash contract prices are set to climb 35%-40%.…↗
Jul 8
Michael | Hypermarkets — Buy $DRAM calls for January 2028 $100 strike.
The #1 reason is $MU earnings is on September 22, 2026 and we know Q4 guidance for them is even better than in Q3. They are expecting…↗
Trade Whisperer — $DRAM $SKHY Pink & Invalidation candles called it. -25% drawdown followed.
50 SMA holding its 3rd test in 3 different days. Third time's the charm? 🤔
300+ charts daily. Try…↗
Jul 7
PhotonBull — You think Iran is where the most intensive fighting is going on?
Let me introduce you to the KOSPI
All we can do today is pray
$DRAM https://t.co/sOdXIB7MEO↗
Jul 7
Michael Sikand 🦑 — @Tmy8ster No adjustment. It's a 100% long memory fund no different than $DRAM.↗
Trade Whisperer — $MU $DRAM LPDDR pricing could see hikes exceeding 20% for Q3 2026. Apple is Cooked.
SOCAMM2, the new AI server memory standard built on LPDDR5X, is being adopted across the board.…↗
Jul 7
Alphatica — $MU this is going to move soon. The Block Brigade is making a comeback. They are buying the dip. Do not be fooled by the crazy talk on this platform.
$MU $DRAM https://t.co/daDNV…↗
Jul 7
Alphatica — @TrendSpider Today is profit-taking after the best 8-month run in memory sector history looking for a catalyst. A 1.7% revenue miss on a company with 52% operating margins and 1,81…↗
Jul 7
Trade Whisperer — $MU $DRAM My thoughts on Samsung Pre-Earnings: Over-Reaction.
First, remember Samsung is a conglomerate made up of Foundry, Electronics, and other segments.
Samsung's pre-earning…↗
Jul 7
Alphatica — @BullTheoryio Samsung printed the largest single-quarter profit any tech company has ever reported. Revenue missed by 1.7%. The market erased $181 billion across memory stocks in r…↗
Jul 7
Alphatica — Samsung just reported Q2 preliminary results. Revenue missed. Operating profit beat. The memory complex sold off anyway.
The numbers: Q2 revenue KRW 171 trillion, 0.7% below conse…↗
Jul 7
PhotonBull — Selling puts on some high beta stocks seems attractive here as well IMO
Not doing anything yet, but thinking about $ONDS $AAOI $NBIS $ASTS and $DRAM for now↗
Jul 6
Trade Whisperer — $DRAM $MU 🔥
“Samsung Electronics Co.’s quarterly profit surged 19-fold, soaring past elevated expectations due to rocketing demand for memory chips needed in AI data centers.”…↗
Jul 6
Trade Whisperer — $MU $DRAM $SKHY Holy Structural Shit
DRAM Prices will climb for the next ~2 years due to Chronic Undersupply.
Every quarter a new record. Q4 2027 alone is projected at ~$260 bill…↗
Jul 6
Trade Whisperer — $DRAM $TSM $ASX $AMKR $AMAT $BESI Advanced Packaging: The Z-Axis Trade.
"Samsung and Anthropic discussing collaboration on 2nm and advanced packaging"
“Anthropic is reportedly di…↗
Jul 6
CK Capital — Reminder Samsung Earnings are today.
Massive day for $DRAM.↗
Jul 6
Michael | Hypermarkets — 1. $DRAM calls January 2028 $110 strike for $15
One ticker gives you the entire memory supercycle: $MU, $SNDK, SK Hynix, Samsung. Instant diversification so a small account isn't…↗
Jul 6
Michael | Hypermarkets — You do not have to buy all of these stocks! Pick your top 3. These are all the leaders in AI, space, energy and robotics:
$MU (~$977) — HBM memory is AI's core bottleneck; every G…↗
Jul 5
Trade Whisperer — $MU $DRAM $SNDK Total memory revenue
$2,625 billion by 2030
14x growth. Six years.
Commodities do not grow 14x in six years. Foundational AI Infrastructure does.
Stop asking whe…↗
Jul 5
Damnang2 — @dadhustlehq @StockSavvyShay @saxena_puru I hold $DRAM in addition to individual memory stocks that I have owned for a very long time.
Because... I wanted to increase my exposure…↗
Jul 5
Trade Whisperer — $MU $DRAM Holy TRIPLE Shit. Shorts are Fucked.
HBM ASP goes from $1.26 in Q1 26 → $3.25 by Q4 27. That is nearly a TRIPLE. Non-HBM keeps climbing too. NO TOP IN SIGHT.
Holy Struc…↗
Trade Whisperer — $MU $DRAM AI doesn't run out of ideas. It runs out of HBM.
Micron is the company that decides how much AI is allowed to think.
HBM = Cognitive Capacity. It's the ceiling on intel…↗
Jul 4
Trade Whisperer — $DRAM $EWY $SKHY “South Korea’s exports surpassed $100 billion in a single month for the first time in June, driven by booming semiconductor shipments. It jumped 70.9 percent from…↗
Jul 3
Trade Whisperer — Historians will call this Year 1 of the Age of AI Cognitive Capacity. The rest of the market still calls it "the memory cycle."
That gap is the trade.
$MU $DRAM $SNDK $SKHY↗
Jul 3
Alphatica — Breaking News:
Samsung Foundry is reportedly in talks with Meta for a $6.5 billion contract to manufacture the 3rd-generation MTIA AI accelerator on its 2nm process.
The first tw…↗
Jul 3
Trade Whisperer — $MU $DRAM Memory & Storage are dead.
Those words belong to the era of spreadsheets & PowerPoint. What sits next to a GPU in an AI Supercomputer is not "memory." It's the…↗
Jul 3
Shane C. Murphy, CMT — Memory stocks are nearing ~30% drawdown from the highs..
$DRAM $DISK https://t.co/YK7FTEJ2UV↗
Jul 3
PhotonBull — I feel like this name is still underlooked by a lot of memory holders/bulls
If you like $MU, $SNDK or $DRAM make sure to check this article out!
$KXIAY↗
Jul 3
Trade Whisperer — $DRAM $MU Samsung +8.1% SK Hynix +10.7%
Samsung is mirroring the same reversal SK Hynix triggered, sparked by that 30-min Blue candle. Currently battling the SMA trend. LFG!
300+…↗
Jul 3
Trade Whisperer — $MU $DRAM Meta's Cost-Saving Strategy: Re-Recycle Legacy DDR4 + Leverage CXL (Memory Expansion).
“CXL memory expanders give new life to DDR4 memory.”
To combat soaring DDR5 price…↗
Trade Whisperer — Global Data Center memory capex ALONE is projected at $1.4 Trillion by 2030. Non-DC capex is excluded.
Go ahead. Short $MU $DRAM $SNDK.
The math doesn't care. https://t.co/bJegfRb…↗
Jul 3
Trade Whisperer — $SKHY $DRAM SK Hynix +3.1%
Epic reversal off the 50 SMA, confidently defended.
Rewind to that PINK candle. It told the story before the bigger down move even started. So simple,…↗
Jul 2
PhotonBull — This has to be the top for this crypto rotation
Time for the money to flow back to AI names like $DRAM $AAOI $NBIS↗
Jul 2
PhotonBull — I do think the bottom is in for $ONDS here at $7.37 tbh
But some stocks like $AAOI are also too cheap to ignore here
Similar to the selloffs in $NBIS and $DRAM↗
Jul 2
Trade Whisperer — $MU $DRAM
Priced for a downturn.
Set to deliver record profits in 2027.
Supply-demand to remain tight beyond calendar 2027.↗
Jul 2
Alphatica — Dark pool alert. 10:24 AM.
│ 10:24:28 MU BUY $314,400,000 NYSE │
$314M $MU buy. NYSE.
Yesterday: -$5.27B on the lit tape. -$289M on the dark pool. Both agreed sell. The larg…↗
PhotonBull — One of the guys on X with a really deep understanding of memory stocks like $SNDK $MU $DRAM SK Hynix and Samsung
Putting out excellent research and stress tests here
Make sure to…↗
Jul 1
rubicon59 — I am posting this (in plain English) so I can quote it later. Memory, the “gold” of AI, is selling off at single digit multiples. It takes extra high IQ to mess it up. $DRAM↗
Jul 1
PhotonBull — Great point here
Invest for the long term and make use of the short term dislocations
Dips on $AAOI $NBIS $DRAM seem attractive to me here↗
Jul 1
Trade Whisperer — $MU $DRAM Fab output capability right now is like owning a gold mine. The market hasn't fully figured this out yet.
$ARM could only lock in supply for 50% of its $2B backlog. Down…↗
Jul 1
Daave “3 and 30” Tepper — 1H was superb
had built 37% cash, but then found the market's vein again
biggest portfolio rotation here in a while over last few weeks
big new positions in $AVGO and $META
out…↗
Jul 1
PhotonBull — Why I would buy $AAOI over $NBIS here is purely sentiment (though I think both are a really good dip buy here!)
I think this $META news is interpreted wrong by the market. I don't…↗
Jul 1
Daave “3 and 30” Tepper — meta has a 6gw pipeline of amd gpu coming
if he can make mi450 work, he's arbing the gpu market
this is massively bullish compute
meta sees the gpu rents xai got from google and…↗
Jul 1
BULL OF BRITAIN — @Timing_Markets If you cant choose. $DRAM is your friend↗
Jul 1
Daniel Koss — This is exactly what I told Subscribers Yesterday will be a main catalyst for $CCXI
Roundhill (famous for their $DRAM ETF) added $CCXI to their Humanoid Robotics ETF.
I wrote to…↗
Jul 1
Michael | Hypermarkets — This is possible in 1 year's time if $DRAM hits $400 and $MU between $3000-$5000.
Yes, you'd 10x your trade, but if not you'd still make a crap ton of money. What do you think?
S…↗
Jul 1
Michael | Hypermarkets — Here's actually a more likely scenario if you bought $10,000 worth of $DRAM calls: https://t.co/vmKMnPXXkK↗
Trade Whisperer — $MU $DRAM Remember
Micron is set to outearn Apple, Google, Amazon, Microsoft, Meta, and Tesla.
Every. Single. One.
The most underestimated company in technology. Not anymore. ht…↗
Jun 30
Trade Whisperer — $MU $DRAM $SNDK 6th type of idiot showed up today: "China will flood the memory supply."
Flood it with what? A drought?
Sanctions have cut off access to cutting edge equipment.…↗
Jun 30
Michael | Hypermarkets — 4 reasons this could be a major week:
1. Passive ETF inflows. Once SK hynix lists, index funds and ETFs tracking US semiconductor benchmarks may be forced to buy shares, creating…
May 2026 · 177 mentions
May 31
Trade Whisperer — So my friend just ordered a $10k AI workstation to run local LLMs with full privacy. No sharing with cloud.
Last time I checked, this is how every major technology wave starts. On…↗
May 31
Ben Pouladian — My brother @insane_analyst cooked another banger to really make you think!
There is a line in the HBM4 spec sheet almost nobody is reading that could be a true bear case maybe no…↗
May 31
Michael | Hypermarkets — @CifrOracle $DRAM is super good we called it out already!
https://t.co/xeXNUTtxN8↗
May 31
AlmaCap — I'm extremely bullish on memory for the coming weeks, everything we predicted is coming true anon.
As a reminder I published an essay series on memory:
Part 1:
https://t.co/nO0XS…
April 2026 · 98 mentions
Apr 30
Trade Whisperer — @Long311203 Just go $DRAM a bit more peace of mind.↗
Apr 30
Trade Whisperer — Bears in 2025: "But they'll pull back on spending"
Hyperscalers Capex in 2026: $710,000,000,000.
Nearly 2x in a single year.
It's a permanent re-rating of infrastructure.
Infinite…↗
Apr 30
Trade Whisperer — This is why I own $TSM.
TSMC does not pick sides. It collects from all of them.
$MU and $DRAM SK Hynix need it because HBM must be physically bonded to the logic die during the C…↗
Michael | Hypermarkets — $SKHY will trade on NASDAQ on July 10, 2026:
MAKE SURE TO HOLD $MU $WDC $DRAM $SNDK before July 9.
A super explosion will happen that week for memory explained: https://t.co/yA1…↗
Jun 30
rubicon59 — This recent $DRAM FUD shall soon be a distant memory. $MU $HY9H $SNDK $KXIAY↗
Jun 30
Jukan @COMPUTEX — TrendForce:
3Q26 PC DRAM contract price growth has been revised up from the previous forecast of +8–13% QoQ to +15–20% QoQ. The 4Q26 forecast was also revised up from +0–5% to +3–…↗
Jun 30
Trade Whisperer — $MU Two firms at $2,000. Phillip Securities at $1,870.
And no, these are not $SNDK targets.
Holy Structural $DRAM Shit Continues https://t.co/prjf0Q9VF1↗
Jun 29
Kevin Maro — Started a personal $100K to $1M trading challenge last Friday. Currently +$29K, not bad!
- Went full-port $AEVA before close Friday after seeing bullish flow
- Sold the pump and r…↗
Jun 29
PhotonBull — Korea about to take $DRAM $SNDK $MU 5% higher overnight btw↗
Jun 29
Kevin Maro — Memory stocks ( $DRAM $MU $SNDK ) have to be the closest examples of "perfect stocks" right now.
- Undervalued even after a monster run
- Growing faster than $NVDA in 2024
- Has a…↗
Jun 29
Alphatica — $MU Starting to see action in the dark pool. They are buying the dip.
$DRAM $SNDK https://t.co/ZugGk4PWFC↗
Jun 29
BULL OF BRITAIN — Im losing less and less money everyday.
This can only mean bottom is in soon.
NFAa $DRAM↗
Jun 29
BULL OF BRITAIN — This $SOXX / $DRAM rotation into $NASA / $IGV honestly just feels like a few tutes got mad on being 24-7 exit liquidity for retail.
Now they are forcing a rotation no one cares a…↗
Jun 29
rubicon59 — One can look bigh and low, but few companies will benefit more from robotics than memory makers, expecially from current single-digit PEs. $DRAM↗
Jun 29
rubicon59 — Eventually, CCP will come for us, but not anytime soon $DRAM↗
Jun 29
mon — Every major economy is throwing capital at AI buildout at once.
Just now, South Korea unveils $1tn chip and AI investment plan.
"We must secure the core elements of AI faster t…↗
Jun 29
rubicon59 — IMHO, viewing the memory stock investment case through the #Terafab lens offers a fresh perspective on both the upside and the risks - different from the tired AI memory cycle deba…↗
Jun 29
rubicon59 — If Wall Street analysts were right and AI compute and memory supply catch up in 2028, Terafab would be hard to justify economically. $DRAM WST analyst vote with their pens, Musk v…↗
Jun 29
rubicon59 — Building #Terafab suggests Musk does not expect sufficient AI compute and memory capacity to be readily available in the medium to long term. That stands in sharp contrast to the v…↗
Jun 29
rubicon59 — Elon Musk is investing billions in AI infrastructure, and with it, billions in memory. Investing in memory companies at currently-low PEs is essentially making a similar bet. $DRAM↗
Jun 29
Trade Whisperer — $MU $DRAM $SNDK Holy Shit
Now even Chinese CSPs are lining up for Long Term Agreements.
A small excerpt from what I shared on Patreon. From a private industry research firm:
"Mo…↗
Jun 28
PhotonBull — The next memory trade is still memory
As long as the stocks are still trading at low multiples and the demand remains, there is no need to overcomplicate it
Long $MU $SNDK $DRAM↗
Jun 28
rubicon59 — Forget about memory supply catching up to demand. The gap is in fact widenng. $DRAM↗
Jun 28
rubicon59 — “Memory intensity should remain one of the most durable structural demand drivers across the GAI hardware stack.” $DRAM↗
Jun 28
PhotonBull — Doubt it will be down at all now after the planned peace talks and strikes are being halted again
Kind of unfortunate as I was planning to make some big buys on this headline if i…↗
Jun 28
Trade Whisperer — $NVDA was "just a gaming GPU company." AI rewrote the demand structure → $5 Trillions followed.
$MU is "just a memory company." AI & HBM are rewriting the demand structure rig…↗
Jun 28
Trade Whisperer — $MU $DRAM $SNDK Nobody is talking about Micron's Automotive/Embedded segment.
71% QoQ growth. $2,708M to $4,634M in one quarter.
L2+ vehicles require 5x the memory of an average…↗
Jun 28
Trade Whisperer — $MU $DRAM $SNDK Five types of idiots showed up today on X.
Type 1: Thinks this memory rally is driven by $AAPL, consumers and iPhones. This rally has nothing to do with consumers.…↗
Jun 28
rubicon59 — This from a market insider vs. analysts placeholder: shortage will ease “this year +1.5yrs” $DRAM↗
Jun 28
Trade Whisperer — $MU $DRAM
2003-era DDR2 contract prices surged 55-60% in Q2 2026, with another 35-40% rise projected in Q3.
DDR2. 2003. What the actual f***.
When legacy memory is repricing lik…↗
Jun 28
Kevin Maro — This "memory crisis" likely gets so much worse than 99.9% of consumers can imagine over the next few years. I've been telling all my close friends/family to buy their new computers…↗
Jun 27
rubicon59 — He who signs the longest DRAM contract will get the most allocation. I don’t make the rules. $DRAM↗
Jun 27
rubicon59 — You want $DRAM? Well, sign a contract or bust.↗
Jun 27
rubicon59 — First they laughed at memory makers. Then they vlified them them. Later started signing 3-yr contracts, now 5-yr. How long before 8-10yr contracts are the norm secure capacity? $D…↗
Trade Whisperer — $MU $DRAM $SNDK Bank of America just put out their 2030 semi TAM.
$1.96T total.
$900B is memory. Nearly half.
And this is almost certainly outdated. It's not pricing in the Agent…↗
Jun 27
Trade Whisperer — $MU You know what's the craziest thing about Micron right now?
$NVDA hit $3T at $30B/qtr and 75% gross margins.
$MU just guided $50B at 86% gross margins.
1.7x the revenue. High…↗
Jun 27
Michael | Hypermarkets — If $MU crashes below $1000 or $900 or $800.
I like to do these 3 things:
1. Add shares and hold until $2000+
2. Buy $DRAM calls for January 2028 $100 calls
3. Buy $MU calls for…↗
Jun 27
CK Capital — Robotics VC just hit an all time high at over $16 billion in a single quarter. The smart way to play it is not guessing which robot wins. It is owning the parts that go inside ever…↗
Jun 27
PhotonBull — Could this be a DeepSeek moment for memory stocks👀
We know what to do here if it dips more
$MU $DRAM $SNDK https://t.co/yVJ4Eev0ju↗
Jun 27
BULL OF BRITAIN — If $DRAM are going to start including Chinese equities as the norm, its probably better r/r than holding any single memory name↗
Jun 27
Trade Whisperer — $MU $SNDK $DRAM
Lenovo: memory prices are the "new normal" into 2030.
Apple: MacBook and iPad prices already raised.
Xbox: citing 2.5x memory cost surges. Another doubling by fa…↗
Trade Whisperer — $MU Holy Shit. The structural HBM ripple effect.
HBM direct revenue by 2031: $1.4T
Non-HBM incremental revenue: $3.6T
Total $DRAM impact: $5.0T
The non-HBM revenue is 2.5x larger…↗
Jun 26
Trade Whisperer — $MU $DRAM Fab capacity is now a moat.
Ask yourself why @elonmusk is building a Terafab.
The answer is the thesis.↗
Jun 26
BULL OF BRITAIN — $IGV + $UFO + $XLV
Software, Space and Healthcare ETF's are all flying today, while $SOXX / $DRAM selling off hard.
$XLV is about to hit ATH.
Relief rally or the start of the…↗
Jun 26
Black Panther Capital — $AAPL just raised prices on the MacBook and iPad. The reason they gave, on the record, was higher component costs. Memory chips, specifically.
Sit with that for a second.
This is…↗
Jun 26
Michael | Hypermarkets — This sell off started exactly on June 15th and if $SPY sells off 10%-20%
Be patient and add these 8 super stocks:
1. $MU — Blowout Q3 (EPS $25.11 vs $20.28 est), HBM/DRAM supercy…↗
Jun 26
Trade Whisperer — $MU $DRAM Remember
"...Without the HBM memory, there is no AI supercomputer..." -Jensen 🔥
https://t.co/vpdZhGVsSL↗
Jun 26
rubicon59 — Better and richer context alone can dramatically increase model intligence without any advancement of the model itself. And more memory is pretty much synonymous with better conte…↗
Jun 25
rubicon59 — The OEMs like $AAPL and the near-monopolies like $GOOG should know what it is like to get fair value for one’s product. (Perhaps more than fair now for a while, but think of of th…↗
Jun 25
Trade Whisperer — $MU $DRAM Investors right now
https://t.co/cs891KZFgQ↗
Jun 25
tae kim — WAT!
Microsoft: "Unfortunately, console storage and memory prices have increased by more than 2.5x and we expect another doubling by the fall of 2027." $DRAM $MU↗
Jun 25
PhotonBull — The only thing that can stop the memory bullrun
Seems to be memory
$AAPL increasing prices. If everything becomes more expensive due to memory price increases, inflation can be a…↗
Jun 25
PhotonBull — My god what a day
$MU $DRAM $SNDK https://t.co/nW9ote5ovm↗
Jun 25
KawzInvests 🦑 — $AAPL just raised prices on every major device by $100 to $300. Due to memory chip costs.
IPAD AIR: $599 → $749
MACBOOK NEO: $599 → $699
IPAD PRO WIFI: $999 → $1,199
MACBOOK…↗
Jun 25
Alphatica — Wall Street still has room to hike price. Barclays is the only firm that went above $1,900 this morning. They raised their $MU price target from $1,175 to $2,000.
$DRAM $MU↗
Jun 25
rubicon59 — A chart that will live in infamy $DRAM↗
Jun 25
TheValueist — $MU $SNDK $STX $WDC $DRAM $EWY My Memory and Storage Tracker pre market and updated now. It will only keep getting better. https://t.co/OTCXTwKbCT↗
Trade Whisperer — $DRAM Holy Shit
SK Hynix up 15%+
Nasdaq 100 Futures up 2%
$MU is the true AI leader. Not a commodity. Not a debate anymore. https://t.co/2vFRZwi2om↗
Jun 25
Mike Investing — While others panic on pullbacks this is when you should be buying…
These 8 stocks are no brainers that can easily 10x:
1. Nebius ~ $NBIS
2. Cipher Digital ~ $CIFR
3. CoreWeave ~…↗
Jun 25
Tradable Astronaut — The Discord has been active all week.
It is important to be fluid within trading, hope everyone had a great week.
Quick reminder that you have 10 days left to join the free trial…↗
Jun 25
Serenity — @AliTava2020 $DRAM is one of the more positive ETFs I have a view on since it's exposure to SK Hynix, Samsung, $MU, and $SNDK.
Which is everything people kinda want for memory exp…↗
Jun 24
Michael | Hypermarkets — This stock is $RAM is the 2x leveraged ETF version of $DRAM.
Look at the chart today at $20. It's already at $30.
$DRAM is most likely going to break $100+ soon and on its way t…↗
Jun 24
TheValueist — $MU $SNDK $STX $WDC $DRAM $EWY My Memory and Storage Tracker after hours. Crushing it across the board. https://t.co/Ea3Agx2Q0P↗
Jun 24
Trade Whisperer — $MU $DRAM $SNDK Curious to ask the community something. I'm not managing anyone's money, but I've come to realize my research and conviction do influence some of your BIG decisions…↗
Jun 24
Alphatica — We expect MU to move towards $1,901 a share. Here is why.
Micron just raised full year capex guidance to $27 billion. Prior guide was $25 billion. Street consensus was $25.78 bill…↗
Jun 24
rubicon59 — There is no line of sight to the memory downturn. $DRAM↗
Jun 24
Alphatica — @The_WholeArmour We were hedged with $DRAM↗
Jun 24
rubicon59 — $DRAM doomers had their two days of glory.↗
Jun 24
Michael | Hypermarkets — My price target is $120+ and then $200 by end of 2026.
Conservatively, It will most likely go to $60. This is 2x more risky then $DRAM is too.
It holds $MU $SNDK $WDC $STX SK Hyn…↗
Jun 24
tae kim — Memory stocks are soaring back toward their highs following Micron's big beat and raise, along with the long-term contracts news.
Look at my judgment and intuition in reading the…↗
Jun 24
Trade Whisperer — $MU $DRAM Investors Put Your Hands Up https://t.co/DCFHiL4j5Q↗
Jun 24
Trade Whisperer — $MU $DRAM $70,000,000,000.
Micron is expected to make north of $70 billions in operating income in just 2 quarters (Q3 + Q4)
Two fucking quarters. https://t.co/MKJOvS6sex↗
Jun 24
Trade Whisperer — $MU $DRAM Rejoice
"We now expect supply-demand conditions for both DRAM and NAND to remain tight beyond calendar 2027."
BEYOND. Did you hear that? https://t.co/nZggzyWJei↗
Jun 24
Trade Whisperer — $MU $DRAM Eye Candy for Robotics Investors
"The mix of L2+ and above vehicles is more than doubling this year to over 20% and expected to exceed 40% by 2030."
"Humanoid robots ca…↗
Jun 24
Trade Whisperer — $MU $DRAM This the CRAZIEST statement.
They expect more revenue from PC segment while PC unit volume actually declines. Opposite. Structural Shit.
Nothing left for consumers. htt…↗
Jun 24
Trade Whisperer — $MU $DRAM "Agentic AI is structurally reshaping data center infrastructure, extending beyond accelerator-only racks to include CPU racks for the agent control plane and program exe…↗
Jun 24
Trade Whisperer — $MU $DRAM "... DRAM cost per bit to rise from current levels." https://t.co/k6Bvbm7JCC↗
Jun 24
Trade Whisperer — $MU $DRAM Holy Fucking Shit
"We have already shipped over $1 billion in HBM4 revenue." https://t.co/FiRXXyxuDB↗
Jun 24
Trade Whisperer — $MU $DRAM Holy Shit
14 of the 16 SCAs that we have signed have a cumulative revenue at minimum price per our contracts of approximately $100 billion over the remaining agreement t…↗
Jun 24
Trade Whisperer — $MU $DRAM SCAs = TAKE or PAY.
These SCAs are structured as TAKE OR PAY agreements, with binding commitments to purchase specific volumes over this multi-year term. https://t.co/Kt…↗
Jun 24
Trade Whisperer — $MU $DRAM SCAs
Typically, these agreements have a five-year term, from calendar 2026 through the end of calendar 2030. Automotive agreements generally have a three-year term.
Mic…↗
Jun 24
Trade Whisperer — $MU $DRAM NAND resources are being redirected to DRAM which means NAND will be very tight too.
"In NAND, industry suppliers redirecting cleanroom space from NAND to DRAM and overa…↗
Jun 24
Trade Whisperer — $MU $DRAM "The memory industry has been structurally transformed by the proliferation of AI."
"Exciting possibilities enabled by robotics and humanoids, as well as fully autonomou…↗
Jun 24
Trade Whisperer — $MU $DRAM 16 Fucking SCAs.
We are excited to announce that we have now signed 16 strategic customer agreements, or SCAs, which we expect will fundamentally transform our business…↗
Jun 24
Trade Whisperer — $MU $DRAM “Micron’s record fiscal Q3 financial results and even stronger outlook for Q4 reflect the strategic value of memory in the AI era,” said Sanjay Mehrotra, Chairman, Presid…↗
Jun 24
Alphatica — $MU still inexpensive. The party continues.
$SNDK $DRAM https://t.co/fktsBlQVUk↗
Jun 24
Kevin Maro — @lukesterbu With earnings like that, I will legitimately sell everything I own to buy more $MU $DRAM if it dips😂↗
Jun 24
Tradable Astronaut — It’s all a fugazi it seems, let’s see if it holds into tmr
$DRAM + 5% rn https://t.co/pnrBzk4Dzi↗
Jun 24
Alphatica — $MU just reported. We called BEAT. Here are the receipts.
Street EPS: $20.83
Alphatica EPS: $22.50
Actual EPS: $25.11 ✅
Street Revenue: $35.75B
Alphatica Revenue: $36.5B
Actual R…↗
Jun 24
PhotonBull — $DRAM just went green ahead of $MU earnings👀↗
Jun 24
Trade Whisperer — $MU $DRAM $SNDK The most powerful CEOs on earth are telling you memory is in a structural transformation.
12 most important quotes.
"The future of artificial intelligence will be…↗
Jun 24
Alphatica — MU reports tonight after the close. The most anticipated print of the earnings season.
3/6 on the Alphatica Earnings Quality Signal. BULLISH on our disclosure signal, the stronges…↗
Jun 24
Trade Whisperer — $MU $DRAM
“The bottleneck is shifting from compute to context management. To scale, storage can no longer be an afterthought. As inference scales to giga-scale, context becomes a…↗
Jun 24
Trade Whisperer — $MU $DRAM Sorry Bears.
85% gross margins are forecasted into 2027. https://t.co/nm4Sdjq7WO↗
Jun 24
Lando — Some people are insufferable, I’m begging on $IREN and $ONDS to succeed
Everything always going up like $DRAM/memory in general is NOT normal. These names have consolidated for so…↗
Jun 24
Alphatica — $MU FLOW UPDATE
All sells in the dark pool this morning. No buys yet. First time in weeks there have been no buys.
We will have our full earnings prediction out before 2pm toda…↗
Jun 24
Trade Whisperer — $DRAM OpenAI and Broadcom Unveil LLM-Optimized Intelligence Processor
Key Available Data on HBM for OpenAI's Titan Chip
Samsung Deal: Up to 800 million gigabits of 12-layer HBM4…↗
Jun 24
Midas — Top 10 Trending Stocks on r/WallStreetBets according to @asymmetrix_xyz:
1) $MU
2) $WEN
3) $SPCX
4) $MSFT
5) $SNDK
6) $DRAM
7) $CRBS
8) $AMD
9) $NVDA
10) $GOOG
$WEN is already…↗
Jun 24
Trade Whisperer — This is the only post you need before $MU earnings.
We're entering with NAND and $DRAM pricing strength across the board. What stands out is Mobile DRAM moving fastest
Apple is g…↗
Jun 24
Trade Whisperer — $MU back to 8.67x
We are doing this again. Aren't we? $DRAM $SNDK https://t.co/5QrT7e0dDC↗
Jun 24
Trade Whisperer — $DRAM $MU $SNDK $TSM
Samsung +9.68%
SK Hynix +5.36%
Kospi +4.1%
Korea is already snapping back 🤷♂️ https://t.co/oAh3aNqnV3↗
Jun 24
CK Capital — They’re buying the dip. $DRAM $EWY https://t.co/9mMyS8Wk43↗
Jun 24
PhotonBull — $DRAM $SNDK $MU
10% days incoming across the memory names https://t.co/Eh7X3gOCVe↗
Jun 24
Alphatica — $DRAM already at ~$73.22 in overnight trading. Today was a dip opportunity.
$MU $DRAM https://t.co/JY7OiOk8U0↗
Jun 23
PhotonBull — Just got off the phone with the witch doctor
He told me the bottom was in
Time to ride it back up
$MU $SNDK $AAOI $ASTS $DRAM $NBIS $CRDO↗
Jun 23
mon — These are my favourite stocks across the themes I believe have the strongest tailwinds over the next decade:
Nuclear: $SMR
Robotics: $OUST
Rare Earth: $UAMY
Copper: $COPX ETF
Memo…↗
Jun 23
PhotonBull — Korea about to give us round 2 or will they buy the dip?
$DRAM $KORU $EWY $KOSPI↗
Jun 23
rubicon59 — In the long run, we are all doomed (maybe). Might as well enjoy the prosperous now and the short term (a sure thing). $DRAM↗
Jun 23
KawzInvests 🦑 — $MU reports tomorrow.
Micron has beaten Wall Street estimates by +27% and +33% the last two quarters. Not close calls. Blowouts.
Memory prices have been moving in a chain. Korean…↗
Jun 23
Kevin Maro — Which stocks did you guys buy/sell today? I bought a lot of $MU $DRAM↗
Jun 23
Trade Whisperer — $MU down -15%, top to bottom in less than 24 hours.
Contagion from South Korea's KOSPI crash is doing the damage. Korean market retail is notoriously leveraged and sentiment drive…↗
Jun 23
Serenity — Curious if anyone's portfolio is green after today's fun day.
$KORU: -32.06%
$SOXL: -22.98%
$IQE: -13.58%
$DRAM: -12.6%
$AXTI: -12.57%
$FLNC: -12.5%
$AAOI: -11.2%
$SIVE: -11.7%…↗
Jun 23
Alex A.C. — With this one, I've already seen 2 bullish PTs for SK hynix (I show the German Market prices):
- €2,400 /sh
- €2,200 /sh
Between a +50-60% increase from current SPs
$MU $DRAM…↗
Jun 23
rubicon59 — A great article putting numbers on AI memory demand vs. supply. $DRAM↗
Jun 23
Trade Whisperer — $DRAM $MU $SNDK
SK Hynix bonuses projected to hit $900,000 USD per employee in 2027.
That tells you everything about where the value is being created. 💰 https://t.co/d6Ym8t5C9Q↗
Jun 23
Trade Whisperer — $DRAM $MU On Jun 22nd, Park Jun-young, an analyst at Hanwha Investment & Securities, raised the PT for SK Hynix to 4.3 million won. This represents 55.6% upside.
Researcher Park e…↗
Jun 23
Alphatica — @ms_diaz11 The stock is up 190% 1-year. $DRAM↗
Jun 23
Alphatica — Predicable $MU pre-earnings behavior. This trade is not done yet. Don't panic.
$DRAM https://t.co/bDurDAUb7V↗
Jun 22
Midas — If you are scared of getting memory exposure through individual stocks like $SNDK or $MU then look into $DRAM.
It's the best ETF to get diversified exposure into memory.
$DRAM i…↗
Jun 22
rubicon59 — Everything seems tied to AI capex, but memory has an extra torque. $DRAM↗
Jun 22
Michael | Hypermarkets — In 2 years, $MU squeezed from 1430% from $85 to $1220.
It will 3x-5x after its earnings on June 24.
These 12 companies have parternships with $MU:
1. $ASML – Sells EUV lithograp…↗
Jun 22
Midas — The biggest sectors in the stock market 5 years from now will be the following.
You are missing out on generational wealth by not positioning early and letting time do the work.…↗
Jun 22
Trade Whisperer — $MU $DRAM Holy Shit
Micron and Anthropic Announce Strategic Agreement to Scale Next-Generation AI Infrastructure
Multi-year memory and storage supply agreement covering Micron’s…↗
Jun 22
rubicon59 — Memory suppky is so short, ma cycle bros are getting dementia. $DRAM↗
PhotonBull — Everything is being sold off to buy more memory stocks
And with the incredible growth, margins and projections, I doubt anyone can blame them
$MU $SNDK $DRAM https://t.co/6xejgzm…↗
Kevin Maro — You’re not too late for the memory trade $DRAM $MU↗
Jun 22
rubicon59 — Includes a multi-year suppky agreement. Another signal that storage is becoming a strategic AI component rather than a commodity. $DRAM↗
Jun 22
Trade Whisperer — $MU from $62 to $1200 (+1835%) since my callout.
Bears kept talking. My followers kept buying $DRAM https://t.co/jppSlAsa9A↗
Jun 22
tae kim — MULTI-YEAR GROWTH SUPPLY AGREEMENT $MU $DRAM
"Building on the technical collaboration, Micron and Anthropic have entered into a memory and storage supply agreement spanning Micro…↗
CK Capital — In the last 4 months I gave you all these plays and you still aren't following???
$CRDO $95 to $270
$NBIS $80 to $290
$PENG $34 to $72
$AMPG $3 to $9
$KEEL $3 to $6.50
$DRAM $30 t…↗
Jun 22
Michael | Hypermarkets — Stocks to buy:
$MU — Memory is the bottleneck nobody prices in. HBM demand from AI accelerators is outpacing supply through the decade. Every GPU needs more DRAM attached than the…↗
Trade Whisperer — $MU $DRAM
SK Hynix is conducting a large-scale recruitment drive for design engineers. Hundreds of new hires. This is considered unprecedented in scale for design roles specifical…↗
Jun 22
rubicon59 — Memory doomers have been dooming since at least December, and will continue until they eventually are right, but still badly trailing even a broken clock which is right twice in a…↗
Jun 21
rubicon59 — Cache that info. $DRAM (need a $NAND symbol badly.)↗
Jun 21
Michael | Hypermarkets — Its 2040, regular person who bought these 6 ETF's right now are millionaires doing nothing...
Here's 6 steps to follow:
1. Open a tax-free investing account like a Roth IRA.
2. P…↗
Jun 21
Trade Whisperer — $MU Stifel TRIPLED their old PT ahead of earnings.
Three of them set $1,500 targets.
Re-rate Incoming. We are just getting started. $DRAM https://t.co/d0T1Vppxva↗
Jun 21
rubicon59 — Once you see it, you can’t unremember it. $DRAM↗
Jun 21
Trade Whisperer — $MU $DRAM $SNDK
Memory is the cognitive faculty that allows the brain to encode, store, and retrieve information.
It is a record of experience that guides future action, shapes…↗
Jun 21
rubicon59 — I don't like to extrapolate this far, but entertaining to ponder. #SKHynix MC now is only ~20% higher than $MU's. $DRAM↗
Jun 21
Trade Whisperer — $TSM Two types of idiots today.
Idiot 1: Believes China will invade Taiwan.
Idiot 2: Has no idea the world literally cannot function without TSMC.
SK Hynix, $MU, $AMD, $ARM, $NV…↗
Jun 20
Kevin Maro — Here are the 5 WORST pieces of advice you'll find on X for finance:
1. "Wait for a pullback before buying, we've run up a lot."
"We've rallied a lot, so sit on cash and wait." Ex…↗
Jun 20
Trade Whisperer — $MU $SNDK $DRAM I think even if the memory trio signed 7 year deals, bears would still call them cyclical, tap themselves on the shoulder, and redeem their "I'm smart" coupon.
Mea…↗
Jun 20
CK Capital — Every AI stock is priced for perfection. The one thing AI cannot run without is still on the clearance rack.
If I had to bet everything on one position for the next five years, it…↗
Jun 20
rubicon59 — A new macro guy bursts on memory scene to save investors with a doom scenario. OFC it is possible, and we shall see. $DRAM↗
Trade Whisperer — Still undecided but for now we are leaning toward focusing on Patreon for detailed reports and research data.
Example: $MU $DRAM HBM vs Non-HBM Near-Term Pricing Projections
http…↗
Jun 20
rubicon59 — Even more so than compute, memory now = revenue. I has never been like that before. $DRAM↗
Jun 20
Trade Whisperer — $MU +66%. $SNDK +63%. In one month
Last month you asked "what is next." Next month you will ask again.
My answer has not changed since my Bargain of the Century call at $62. $D…↗
Jun 20
rubicon59 — in the past, memory demand platoed because diminishing returns on memory size. In this AI cycle, memory, especially NAND, is rapidly becoming a “production input” with increasing…↗
Jun 20
Kevin Maro — @TheETFTracker I didn’t realize $DRAM was only up 53% since launch!↗
PhotonBull — @Arthur_Bogos90 I think in terms of entry right now, $ASTS > $DRAM > $NBIS↗
Jun 19
PhotonBull — Long. Memory.
It is still the easiest trade/investment here. It did not run up too much. The cycle will not suddenly end with the amount of AI related memory demand.
At $300, pe…↗
Jun 19
Kevin Maro — @GlazCapital Yes, likely with $DRAM for a grand top 5↗
Jun 19
Kevin Maro — After too many hours of research/DD to count, these are my Top 5 AI Stocks in the Top 5 AI Sectors to Invest in:
1. Neoclouds: The GPU & Compute landlords. Whoever owns the comput…↗
Jun 19
Trade Whisperer — $MU $SNDK I respect Charlie Bilello, but comparing $MU today to the dot com era is lazy analysis. Here's the breakdown why
Industry Structure
2000: 20+ $DRAM players in a commodit…↗
Jun 19
CK Capital — And you aren’t Long $DRAM????
Seems like one of, if not the most asymmetrical bet in the market no?↗
Jun 19
Trade Whisperer — From 20+ $DRAM players to 3.
Memory Oligopoly Established in 2016
$MU stock price 100x since then.
Do you see the trend? https://t.co/7m2GXvSunJ↗
Jun 18
PhotonBull — Important lesson to buy winners when there is a dip
Stronger stocks before the dip will likely outperform on the comeback too
No reason to buy laggards in a dip
Shown by $NBIS $…↗
Jun 18
Trade Whisperer — HBM is changing the world.
HBM is not where data sits. It is where AI thinks.
I've spoken.
$MU $DRAM↗
Jun 18
Trade Whisperer — $MU $DRAM Holy Structural Shit
"HBM sales will add $1.4T in DRAM revenue by 2031 and an incremental $3.6T in non HBM revenue due to higher pricing from HBM related supply constrai…↗
Jun 18
TheValueist — $000660 $005930 $EWY $DRAM Let there be LNG. https://t.co/mLYjQTrtVm↗
rubicon59 — Samsung Electronics reports 57.3 trillion WON ($38b) in operating profit for the first quarter, surpassing Microsoft, Amazon, and Meta. $DRAM↗
Jun 18
CK Capital — $DRAM continues to hit new all time highs and the stocks inside it are still cheap.
That sounds like a contradiction. It is not. The memory makers have run hard, but their earning…↗
Jun 18
Trade Whisperer — @EVOLBullStocks Thanks sir. Do you own $MU or $DRAM?↗
Jun 18
PhotonBull — If you are wondering why the market is green and a lot of high beta names are down
Memory
$DRAM $SNDK $MU https://t.co/JSBF1MN2MO↗
Alphatica — $MU LIGHTING UP ON THE LIT EXCHANGE THIS MORNING.
RECENT BLOCKS
│ Time Tkr Side Notional Shares│
│ 09:02:17 MU BUY $ 1,008,320 920│
│ 09:02:17 MU BUY $ 526,080 480│
│ 09:02:1…↗
Jun 18
Michael | Hypermarkets — 2 years ago, I said to buy $MU when it was under $80. Its up 1350% already.
My target for $MU is at least $5000+ from here.
Right now, memory is the biggest bottleneck in AI says…↗
Jun 18
Trade Whisperer — $DRAM $MU $000660
$KOSPI and SK Hynix ripping to all time highs. https://t.co/Qzij9kJPIv↗
Jun 18
TheValueist — $000660 $005930 $EWY $DRAM Pressure taken off of the Korean GAI names with Hormuz opening up and derisking of LNG production.
NATO and friends of the West will run full steam at…↗
Jun 18
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. The Fed did not cut rates at this week’s meeting, and Kevin Warsh said there was “rigorous debate” amo…↗
Jun 18
Trade Whisperer — $MU $DRAM $SNDK $KIOXIA
@grok what are the implications of full movie generations on HBM, SOCAMM, DRAM and NAND demand?↗
Jun 18
Trade Whisperer — $MU $DRAM $SNDK $KIOXIA "100-Year Flood."
$AAPL CEO Tim Cook told WSJ, “Unfortunately, price increases are unavoidable."
Tim Cook called it a "hundred year flood." Unprecedented…↗
Jun 17
Trade Whisperer — $MU $DRAM $TSM just flagged a major shift in AI chip design priorities. Energy efficiency is now more critical than raw compute power. Surging electricity demand from AI applicatio…↗
Jun 17
CK Capital — There is a shortage so severe Goldman called it the worst in 15 years, and most retail investors have no idea it is happening.
It is memory. Every company on earth is fighting ove…↗
Jun 17
Michael | Hypermarkets — No one thinks $SPY can crash 5%-10% from here.
But, it will if Kevin Warsh is HAWKISH at FOMC.
These 16 stocks will be on sale ONE LAST TIME:
$DRAM — Buy Zone: $40-$45
Memory bo…↗
Trade Whisperer — $MU $DRAM $SNDK
"It might not be inconceivable that Micron, the supplier of HBMs, might be more valuable than Meta in the next 6 to 12 months."
Aravind Srinivas, Perplexity CEO.…↗
Jun 17
Trade Whisperer — $SNDK $MU $DRAM $285A $KIOXIA
"The retail SSD market has almost disappeared" in the first half of 2026, according to Nelson Duann, VP at $SIMO
NAND shortages for consumer segme…↗
Midas — @asymmetrix_xyz $DRAM
$MU
$SNDK
$NBIS
Follow me if you want to know when I enter these companies.↗
Jun 16
Trade Whisperer — $MU $DRAM Where analysts & market got it wrong. They model HBM like it has been around for decades.
HBM is a new architecture built to feed AI models context at speed. It did…↗
Jun 16
Michael | Hypermarkets — $BE spiked from $10 to $300+ in 2 years up 3000%, but its not the real AI bottleneck.
It's actually $MU $WDC $SNDK $DRAM.
These will 10x-20x from here:
1/ Bandwidth is the new…↗
Jun 16
Trade Whisperer — $SNDK CEO during Mizuho Tech. Conference
"...I really do think we're just getting started."
"It's a very powerful relationship between us and our customers, and it's very much of…↗
Jun 16
Trade Whisperer — $MU $70B → $1.2T
Chip Invasion Master Plan Does Not Stop Here.
Meta. $280 billion away.
The Bargain of the Century is not a price target. It is a trajectory. $DRAM https://t.co…↗
Jun 16
Trade Whisperer — $MU $SNDK Sandisk CEO during a Conference
"They [Customers] are coming to the conclusion that having longer term relationships with suppliers of NAND is a very good idea"
"Figuri…↗
Jun 15
Trade Whisperer — @g_ichtertz GREAT!! Slightly different for me. $MU -> $TSM -> $DRAM $SNDK similar.↗
Jun 15
Trade Whisperer — 🚨 $MU $DRAM $SNDK Important Reminder
Huge inflection point for the memory industry.
Micron signed its first ever 5 year Strategic Customer Agreement. Not one year. Five. Samsung…↗
Jun 15
Trade Whisperer — Holy Shit
$SNDK From $214 → $2100
$MU From $62 → 1074
Since my Bargain of the Century callout. Thousands of conviction posts. The receipts are public.
Stop asking what's next. I…↗
Jun 15
CK Capital — Sneak peak of a few positions me and the subs are up huge on today.
$AAOI up 12%🟢
$NBIS up 8%🟢
$HOOD up 8%🟢
$DRAM up 7%🟢
If you want full access to the other stocks drops sub…↗
Jun 15
Michael | Hypermarkets — It's 2030, your portfolio has 30x-50x why?
Becuase you bought these 4 memory stocks and held:
1. $MU — Micron Technology
Target: $5,000 by 2030
AI servers require massive HBM; me…↗
Jun 15
Trade Whisperer — Talking about $DRAM like it's the same commodity cycle from ten years ago is like talking about your ex (met her at a bar, just another girl) as if she hasn't changed in 10 years.…↗
Jun 15
Trade Whisperer — $MU $DRAM The most powerful CEOs on earth are telling you memory is in a structural transformation.
12 most important quotes.
"The future of artificial intelligence will be shape…↗
Jun 14
mon — If you're scared to buy $SNDK or $MU, just buy $DRAM. It's one of the best ETFs for gaining exposure to memory stocks. The fund is already up 134.19% in just over two months.
Abs…↗
Trade Whisperer — $MU $DRAM Unbelievable
$707,000,000,000.
That is the projected 2027 operating profit of 3 memory companies.
Apple + Microsoft + Google + Amazon + Meta + Tesla combined? ~$661 B…↗
Jun 14
Trade Whisperer — $MU $DRAM "Is Micron overbuilding?"
Sanjay's answer: Discipline.
Shells go up. Equipment goes in only when demand is confirmed. Real time. Not forecasted. Confirmed.
"Bring up t…↗
Jun 14
InvestmentGuru — 10 ETFs to Track Market Pulse & Sector Rotation
One-glance dashboard for where capital is flowing across the AI supercycle
AI Infrastructure Core
$DRAM — memory cycle (Micron, S…↗
Trade Whisperer — $MU $DRAM $TSM $NVDA Bank of America Projections
$1.96T semi TAM by 2030. $900B is memory.
Nearly half. Why half?
Because LLMs without memory are stupid. Memory is what makes AI…↗
Jun 14
Trade Whisperer — $MU $DRAM $005930 $000660
How will the memory industry flatten the cycle?
The next wave of LTAs between memory makers and hyperscalers will trade away the extreme peak pricing of…↗
Jun 14
Alphatica — Micron reports June 24. Here is everything the data is telling you.
The stock: $981.61. Up 244% year to date. Up 745% over the last 52 weeks. From $103.38 at the August 2025 low t…↗
Jun 13
Trade Whisperer — $MU $DRAM Wanna know when supply catches up?
→ HBM eats 30% of all DRAM wafers next year. Possibly 40% by 2028.
→ That leaves 60% for everything else, Mobile, PC, Server, Automot…↗
Jun 13
Trade Whisperer — $TSM $MU $DRAM $ASX $AMKR
CoWoS: 8 to 12 HBM stacks
CoPoS (2028): up to 16 HBM stacks
Next gen (2029): up to 24 HBM stacks
Advanced Packaging innovation IS memory demand growth.…↗
Jun 12
PhotonBull — WHAT A DAY
$SNDK $DRAM $MU https://t.co/o07FDU4lSt↗
Jun 12
Daave “3 and 30” Tepper — Big year, but 37% cash now. Nvidia next to go.
Could def miss a big Hormuz reopening bounce. but will capture plenty in this book.
May add to $cenx here
$acmr $nbis $stx continue…↗
Jun 12
Trade Whisperer — I am coining a new term. The Context Trade.
AI runs on two things. Memory and Context. Hardware and Meaning.
Memory is the Context/Cognitive Capacity. $MU $DRAM $SNDK $285A $KXIA…↗
Jun 12
Trade Whisperer — $SNDK Nearly $2,000 since my BLUE candle callout at $214.
Six names. That's it. Discipline and conviction is all you need to become a multi millionaire.
Expanding to eight soon.…↗
Jun 12
Trade Whisperer — "However much capacity you add, NVIDIA will consume it" -Jensen Huang
$MU $DRAM $SNDK $GLW $LITE $COHR $TSM $NVDA https://t.co/PhakQp5pkf↗
Jun 12
KawzInvests 🦑 — where did all the cyclical memory bears go?
$SNDK $MU $DRAM↗
Jun 12
PhotonBull — This feels like free money to just buy SK Hynix before they get listed in the US
$MU $SNDK $DRAM↗
Jun 12
PhotonBull — Not 3-0 but played out pretty well
$SNDK $MU $DRAM https://t.co/BjkVBCMMsf↗
PhotonBull — Here is the next big memory catalyst
Koreans like to gamble
They are obviously going to beat Czechia with a 3-0 score
They will have a lot of bets on this
They win. They cash o…↗
Trade Whisperer — @TvabLuR Don't say $MU $DRAM just because it's obvious. I want other names to be put down in the comments.↗
Jun 10
Trade Whisperer — What's the one that got away? The stock you watched run without you. Are you finally pulling the trigger this week?
Don't say $MU $DRAM ... 😆↗
Jun 10
Trade Whisperer — $ORCL $638 billion in backlog. WILD. Bullish for Chips 🔥
• Customer Prepayments and Supplied Hardware. Of the backlog $75 billion now comes from customers who prepaid for GPUs or…↗
Jun 10
Trade Whisperer — $MU $DRAM SK hynix just placed a 44.2B Won TC Bonder order with Hanmi. HBM4 ramp is accelerating.
Jensen certified all Samsung, SK, Micron HBM4s
HBM4 is $16.60/GB today. Bernstei…↗
Trade Whisperer — $TSM $ASX $INTC $AMKR $MU $DRAM
Advanced packaging (especially TSMC’s CoWoS) remains a major bottleneck for AI chips that integrate GPUs and HBM.
TSMC’s CoWoS capacity is projec…↗
Trade Whisperer — $MU $DRAM You're right. It's cyclical.
Up. Then more up. Then even more up.
250 exabytes to 1,226 by 2031. Nearly 5x.
Datacenter growing 34% annually
Cute word. Wrong thesis. ht…↗
Jun 9
Daave “3 and 30” Tepper — models approaching AGI is getting to be too much
Does anyone think
Elon
Sergey
Sundar
Satya
Zuck
Larry
Are slowing down?
I have no idea who blinks first
But if China is now co…↗
Jun 9
PhotonBull — To everyone saying the market was running hot, what did you add today?
A lot of quality AI related names are at a nice discount here
$AAOI $NBIS $DRAM $SNDK $MU
Not to mention…↗
Trade Whisperer — $MU $DRAM Bernstein says HBM4 hits $53/GB in 2027. HBM3E is $15/GB today.
That is 3.5x in one generation.
Now do the math on C-HBM4E, HBM5, and HBM5E for 2028 to 2030.
$85/GB?…↗
Jun 9
Michael | Hypermarkets — The best one to get would be $MU calls for June 2028 $1500 calls, but this is very expensive.
Shorter term ones would be Jan 2027 $1200-$1500 calls.
If you can't afford this gett…↗
Jun 9
Michael | Hypermarkets — HYPERMARKET WATCHLIST FOR JUNE 9, 2026
1. $MU — Post-selloff bounce setup; HBM still sold out, earnings June 24 catalyst ahead. [BUY]
2. $MRVL — Custom AI silicon demand acceler…↗
Jun 9
Trade Whisperer — $MU $DRAM
HBM3E: $15/GB
HBM4: $53/GB (Bernstein, 2027)
C-HBM4E: $70/GB? (2028)
HBM5: $80/GB? (2029)
HBM5E: $100/GB? (2030)
2028 - 2030 is going to be violent.↗
Jun 9
Michael | Hypermarkets — 4 Reasons CPI is Most Likely Coming in Hot
1. Tariff pass-through hit in May
The US-China 90-day truce was announced mid-May, but the prior tariff wave (April–May) already force…↗
Jun 9
Trade Whisperer — $DRAM SK Hynix +10.7%. Samsung +5.2%
AI Cognitive Capacity Enablers. Intelligence Enablers. https://t.co/90qwLvFuLi↗
Trade Whisperer — $MU $DRAM Holy Shit.
HBM4 prices for 2027 expected to be MULTIPLES higher according to Trendforce.
Not percent higher. MULTIPLES higher. 2027 negotiations start NOW. https://t.c…↗
Jun 8
Trade Whisperer — $MU Biggest Inflection point for HBM & $DRAM.
HBM bit demand up 4% BUT wafer share up 8% and that's a conservative estimate.
HBM devours wafer at 2x the rate of bit demand gr…↗
Jun 8
PhotonBull — The AI trade is far from over
$MU $SNDK $AMZN $AAOI $LITE $INTC $DRAM↗
Jun 8
Trade Whisperer — Rule of 40
$SNDK: 312
SK Hynix: 270
$MU: 265
The vast majority of companies do not even score 70. Memory is not competing with semiconductors. Memory is competing with nobody. $D…↗
Jun 8
tae kim — Bernstein: "Total semiconductor sales grew 106.4% YoY in April after rising 88.1% in March. YoY strength was again dominated by memory with sales almost quintupling at 364.1% YoY"…↗
CK Capital — NVIDIA CEO Jensen Huang just said the memory shortage is going to last for years.
He said it directly while meeting with SK Group’s chairman in Seoul. His words.
Everything acr…↗
Jun 7
CK Capital — @ParadisLabs I like a lot of photonics and memory names, favorite ones being $AAOI, $LITE, $CRDO and $DRAM.
Also long $NBIS and $PENG↗
Jun 7
Trade Whisperer — $MU $DRAM $SNDK $TSM Bullish
"There will not be enough chips." -@elonmusk
Elon Musk just said the new fabs will produce only a tiny fraction of the memory that is needed and anti…↗
Jun 7
InvestmentGuru — HBM demand isn’t slowing down. Memory is the bottleneck. $DRAM gives you a basket of every major player in the space.↗
Jun 7
Michael | Hypermarkets — In Taipei, CEO $NVDA Jensen Huang says $MU is the biggest bottleneck in AI.
Elon Musk and $DELL agrees with him. Trump even said to buy $MU stock.
Here's 4 obvious plays to buy…↗
Jun 7
Jason's Chips — One recurring theme that I noticed is how literally every single tray that you see at Computex has a shit ton of $DRAM. It sounds obvious, but you really need to see it for yoursel…↗
Jun 7
Jukan @COMPUTEX — TrendForce has revised up its 2Q26 server DRAM contract price forecast to +50–55% QoQ, from its previous forecast of +45–50%.
$DRAM $MU↗
Kevin Maro — @TejasPa73462994 I like the names, I just don’t think the upside is as great. I hold $MU, $SNDK, and $DRAM though↗
Jun 6
Trade Whisperer — My thoughts on this $GOOGL x $SPCX @SpaceX deal.
AI demand is incomprehensible at this point.
To the point where buying GPUs directly from $NVDA is not enough. Building custom TP…↗
Jun 6
Michael | Hypermarkets — This is $MU. It's the greatest bottleneck of AI infrastructure and all its memory is sold out until end of 2027.
If you buy 1 stock for the rest of your life, this is the one. And…↗
Jun 6
Trade Whisperer — $MU $SNDK $DRAM $NVDA Holy Shit
$GOOGL just committed $11 billion per year to $SPCX @SpaceX for 110,000 NVIDIA GPUs. October 2026 through June 2029.
110,000 GPUs need HBM. CPUs n…↗
Jun 5
Trade Whisperer — Patience. Breathe. Think Long Term.
$GOOGL Token Consumption Trajectory.
300x+ growth vs 2024.
Chips are devouring the world.
$MU $SNDK $DRAM $AMD $INTC $TSM https://t.co/4Su…↗
Trade Whisperer — $MU $DRAM
The DDR5 shortage is bringing DDR4 back from the dead.
A decade old AMD AM4 platform surging 40% in popularity. Five year old Intel LGA 1700 seeing renewed interest.…↗
Jun 4
Trade Whisperer — @Melvinater23 $DRAM is good. Do you own DRAM?↗
Michael | Hypermarkets — $DRAM added 2 out of 100 calls.
The idea is simple:
Buy $DRAM when it's cheap, hold until my target of $200+ possibly $300.
Here's what $DRAM ETF holds:
🔹 SK Hynix (~26%) — Wo…↗
Michael | Hypermarkets — Everyone is bullish right now. I'm not after June 15:
1. Large IPOs like $SPCX will trigger sell off.
$NVDA — institutions sell liquid mega caps to fund IPO allocations
$AAPL — h…↗
Jun 3
Alphatica — We flagged INGM yesterday and the day before on dark pool activity.
Today Ingram Micro presented at the William Blair Growth Stock Conference. Here is what management disclosed:…↗
Jun 3
Trade Whisperer — $MU $SNDK Unlimited $DRAM I know it sounds crazy
But the more I think about it, the scale of memory required to deploy AI Agents across every enterprise and every household is alm…↗
Jun 3
Trade Whisperer — $MU $DRAM $SNDK 2026 negotiations for HBM4 are shifting in favor of manufacturers.
Manufacturers have not been able to adjust their prices according to market conditions. Memory c…↗
Jun 3
mon — My favourite stocks in each sector right now:
Nuclear: $SMR
Robotics: $OUST
Rare Earth: $UAMY
Copper: $COPX ETF
Memory: $DRAM ETF
Space: $SATL & $VELO
Solar: $CSIQ, $TE &…↗
Trade Whisperer — SK Hynix Chairman Chey Tae-won reaffirmed a persistent supply deficit of memory chips that could last until 2030, in Taipei on June 2.
SK Hynix plans to double its memory chip waf…↗
Jun 2
Trade Whisperer — $DRAM $MU Oh Boy.
I called the "Chip Invasion Master Plan" in February.
Four months later, it's lined up exactly how I predicted 4 months ago (not rankings).
10 - Samsung 1.56…↗
Michael | Hypermarkets — The easiest way to be a millionaire by 2031:
Is letting your money compound by buying and holding:
For example:
$NOW as demand for agentic AI goes up and token uses increase so…↗
Jun 2
Trade Whisperer — Taiwan overtook India as the world’s 5th-largest stock market $TSM
South Korea overtook India as the world’s 6th-largest stock market $DRAM
Memory and semiconductors just rewrote…↗
Jun 1
Michael Sikand 🦑 — Appreciate the shout @SaiseiInvesting
It is true we had the god tier Photonics and Memory portfolios on @joinautopilot before Roundhill even had $DRAM.
Retail should not have to…↗
Jun 1
Daniel Koss — YTD is now at +315%.
Return since 2024 just passed +3,000%.
May MVPs: $NBIS $DRAM $OUST.
Life-changing money.
These crazy numbers give me a lot of psychological safety to keep t…↗
Jun 1
Trade Whisperer — $MU $SNDK $DRAM
Endless memory loop. There is no exit. https://t.co/IASAxvtM0x↗
Jun 1
Lando — Bought 5 shares of $DRAM this morning, will be DCA over next few days/weeks https://t.co/lEjK4DRKRt↗
Trade Whisperer — $MU $DRAM $SNDK WSJ Article
"AI Has Made Memory Chips More Valuable Than Oil"
"Micron, Samsung and SK Hynix are cheap despite their $1 trillion valuations if long-term contracts…↗
Jun 1
Michael | Hypermarkets — I called out $NOW at $85 → $135 up 160% already.
It's going to triple by 2027 and Trump's favorite stock too.
Right now, these 10 SaaS plays have 1000% potential:
1. $NOW targe…↗
Jun 1
Alphatica — 10 tech stocks have driven 80% of the S&P 500's 11% gain in 2026.
The S&P trades at 21x forward earnings vs its 30-year average of 17x. The concentration is not subtle.
But here…↗
Jun 1
TheValueist — $005930 $EWY $DRAM (Bloomberg) -- Samsung shares rise as much as 5.8% on Korea Exchange to a fresh high, after Goldman Sachs raised its price target to 480,000 won from 360,000 won…↗
Jun 1
Lando — @MarkosAAIG @insane_analyst Is that available on Robinhood. I don’t believe it is unless it’s only through $dram↗
Jun 1
Lando — @MarkosAAIG @insane_analyst Markos given the memory constraint that you’ve talked about time and time again, would you say $DRAM is the play even at current levels? I’m late to the…↗
Jun 1
Lando — @PSInvestor I might buy $dram, looks very promising especially since demand will only continue to become constrained. Any other memory names? I mean the value seems insane even aft…↗
Trade Whisperer — $MU $SNDK $DRAM
If one local AI Agent occupies 32GB of DRAM or HBM, then when one million agents deployed is 32GB Petabytes.
Now we have 8 billion people on earth and millions o…↗
Trade Whisperer — $NVDA is moving into new vector growth, PC. Potentially Edge AI computing for local AI agents.
But here is the bigger picture.
Whether the growth is CPU, GPU, or ASIC, they all…↗
May 29
Tradable Astronaut — This is why we built Aion.
Someone who was down 600k+ earlier this year just crossed $760,000 in their account up 44% YTD.
They said Aion didn’t just find the plays. It gave them…↗
May 29
Trade Whisperer — @Bigjuixszn It's real. The G1 - G3 cache/context is enabled by Micron, SK Hynix and Samsung $DRAM↗
May 29
Trade Whisperer — $MU $62 → $981 (+1482%) since my callout
People still ask why I keep posting about it.
Because the re-rate and the real breakout has not happened yet. Because 5,000 posts later t…↗
Trade Whisperer — $MU $DRAM
Micron, Samsung, and SK Hynix just became strategic infrastructure partners in Anthropic's $65 billion Series H round at a $965 billion valuation.
Partners. Not vendor…↗
May 29
Trade Whisperer — Agentic AI is the most important investment theme of the next decade. So what does it actually take to win?
You cannot drop an AI agent into an organization and expect it to perfo…↗
May 28
Trade Whisperer — $MU $SNDK $DRAM BOOM
The auto industry faces a severe, underreported DRAM shortage that could disrupt vehicle production far more structurally than the 2021 chip crisis.
The cor…↗
May 28
Trade Whisperer — $DRAM G1 - G4 Cache. Highly recommended for your own conviction.
https://t.co/J19pqo0VgV↗
May 28
Trade Whisperer — $MU $SNDK Nomura's 2030 Data Center Memory projections.
Non-AI Memory: $881B
AI Memory: $517B
Total: $1.4 trillion
DDR5 $DRAM and NAND drive the larger share through 2030. Genera…↗
May 28
Trade Whisperer — $MU $DRAM February 17. I posted the Chip Invasion Master Plan.
Today Samsung, SK Hynix, and Micron rank 11th, 12th, and 13th largest companies in the world.
All three crossed $1…↗
May 28
Daave “3 and 30” Tepper — welp it wasn't the wrong answer. very hard to hold an elephant by the tail. $acmr
built cash; exited $dram added $hype
pls do not consider taking action on this level of conc…↗
Jason's Chips — Inelastic demand (hyperscalers) and inelastic supply (cleanrooms) put together is the secret driver of vertical $DRAM prices.
Small gaps between supply and demand can move the ma…↗
May 27
PhotonBull — MEMORY AND SPACE SUPERCYCLE
Names like $ASTS $RKLB $MU $SNDK $MNTS $DRAM $CPSH $FLY are continuing to rip overnight
Have some interesting space names on my radar for a trade that…↗
May 27
AlmaCap — Has there ever been anything so strongly Jevons'ed as memory?
Decision making quality = intelligence x context.
I will always want my AI to have more context.
$MU, $SNDK, SK Hy…↗
May 27
Trade Whisperer — $MU +19% $DRAM +15% SK Hynix +13% Samsung +6%
Still 7 to 8x forward PE.
Memory just had its best day ever and is still the cheapest AI infrastructure play on the board.↗
May 27
Jason's Chips — Memory is the semiconductors of semiconductors
Not being long memory as a semis investor is like not being long semis as an equities investor
$MU $DRAM https://t.co/CSIgdfipmR↗
May 27
Trade Whisperer — @ghhbbhbbnkku I've been asked about this since $326. $MU $SNDK $WDC $STX $DRAM↗
May 27
Trade Whisperer — $MU $SNDK $DRAM
$SIMO Silicon Motion's CEO: Memory & SSD Shortages Are So Bad That They Are Expected To Last Till 2028, And Prices Are Expected To Continue To Climb
Supply-Demand…↗
May 27
The AI Investor — $DRAM continued the run 🔥 https://t.co/t4iPczGc6H↗
May 27
The AI Investor — DRAM supply demand analysis, published bear the bottom of the memory crash.
Many of my paid readers have made a fortune with $MU $DRAM↗
May 26
Jukan @COMPUTEX — SK Hynix Effectively Rebuffs US Big Tech's Offers of Tens of Billions of Dollars in Investment Support
US big tech companies—Google parent Alphabet, Microsoft (MS), and Meta among…↗
May 26
Trade Whisperer — $MU $SNDK Investors. Want to double your conviction in less than 5 minutes?
This post is a must read.
$DRAM is G1 - G4 Context Cache Structural Trade, Not DRAM. The investors who…↗
Michael | Hypermarkets — $DRAM easy 1000%-2000% buy & hold play. https://t.co/3n1YAxApGb↗
May 26
Trade Whisperer — $DRAM $MU $62 → $864
+1290% since since my Bargain of the Century callout.
Re-rate is next. Listen to my thousands of conviction posts.
Choose your notifications wisely. https:/…↗
May 26
Michael | Hypermarkets — If $DRAM goes from $57 to $300 in 10 years...
This is how much you'd make buying $5,000 and contributing every month:
$100/mo → ~$48,000
$200/mo → ~$74,000
$500/mo → ~$153,000
$1…↗
May 26
Alphatica — UPDATE: UBS just tripled their Micron price target.
$535 to $1,625. That is not a typo. Analyst Timothy Arcuri.
The thesis: smoother earnings profile and improved visibility from…↗
May 26
PhotonBull — Memory still trades like a commodity at the top of a cycle. Micron $MU has run close to 700 percent in a year, yet the forward multiple has compressed to roughly 8x, around 80 perc…↗
May 26
PhotonBull — Speaking about alpha...
Can someone let my bank account know about this 'value'
Could use it to buy more stocks
$ASTS $PENG $EOS.AX $ONDS $NBIS $HLIT $DRAM https://t.co/dVA2iwI…↗
May 26
Trade Whisperer — $MU $SNDK $DRAM Shorts are fucked.
March. I said it publicly. Smart Money watching NAND.
Top 5 suppliers' combined NAND revenue surged 83.7% QoQ to over US$38.9 billion.
-Virtua…↗
May 25
Trade Whisperer — Moore's Law is dead. AI is ALL about Z-Axis.
Advanced Packaging. 3D Stacking. HBM. CoWoS.
AI doesn't scale on flat plane anymore. It scales upward. The companies that own the Z-A…↗
May 25
Michael | Hypermarkets — Ordinary people will be millionaires in 2030 by doing nothing.
Trump is telling everyone what to buy:
$INTC at $20 → $140 then $300
$DELL at $200 → $300 then $500
$NOW at $80 → $…↗
May 24
CK Capital — People think they missed the memory trade.
I don’t think they have even seen the middle of it.
Right before the AI boom hit $MU, $SNDK, and $SK Hynix all cut production. The mem…↗
May 24
PhotonBull — Let's help this guy towards his follower goal this year
It's a simple trade if you think about it
We give him a follow, he shows us how to double our money
Win win, right?
$NBI…↗
May 24
Trade Whisperer — $DRAM is 12% pure NAND and 9% pure HDD
Pure NAND (G3): Kioxia & $SNDK
Pure Hard-Drive (G4): $WDC & $STX
G3 and G4 cache tiers deliver the most dense storage capacity per…↗
May 24
Trade Whisperer — @dramlonger $TSM, $MU, $DRAM, $AMD, $INTC, $ARM = Semiconductor Agentic AI Enabled.
I have a few names researched on the software side. I am pretty excited on what's coming.↗
May 24
Trade Whisperer — @M0dermatt I like $DRAM. Not financial advice.↗
May 23
PhotonBull — One of the earlier memory bulls on my timeline
Kept telling me to buy $SNDK and $MU during the war 'crash'
Now he is bullish on $AMPG
Make sure to follow this guy
$MU $EWY $S…↗
May 23
PhotonBull — Does anyone know when $LYTE starts trading?
The @roundhill photonics ETF
Very excited for this one! Probably going to end up buying some, I remember
$DRAM was almost a doubl…↗
May 23
Trade Whisperer — $MU $DRAM HBM per GPU:
H100: 80GB
H200: 141GB
B200: 192GB
Rubin: 288GB
Rubin Ultra: 576GB
From 80GB to 576GB in five years. 7.2x more memory.
And Rubin Ultra is not the destinat…↗
May 23
Trade Whisperer — $MU $DRAM $SNDK A Bloomberg journalist just asked @MicronCEO a $200 billion dollar question today
Q: Is Micron overbuilding? Could the next bust be coming?
A: Sanjay's answer cen…↗
May 22
Alphatica — @OceanLoverBoy CEO just spoke on Bloomberg TV. They announced updated guidance at the JP Morgan Conference two days ago. Sentiment is strong as long as they can meet demand. $DRAM…↗
May 22
Trade Whisperer — $MU $DRAM Memory Made in America 🇺🇸 Only Micron.
$2 billion. Virginia. 3,100 plus jobs. The full weight of American government behind it.
Here is what the people responsible fo…↗
May 22
AlmaCap — Loads of my picks having record days. Diversify across a basket and you'd have banked 5+ years of S&P 500 gains in a few weeks: $WOLF, $IQE, $LPK, $SOI, $ASTS, $FLY, $SIVE
We're a…↗
May 22
Trade Whisperer — $DRAM The ticker is misleading. Not because the holdings are wrong. Because the framework most investors are using to evaluate it is wrong.
At its core it covers memory and storag…↗
May 22
Trade Whisperer — @MichaelRu21865 For most you that don't have the risk tolerance (HBM race and G1 - G4 cache tier prioritization), $DRAM is best. It also covers the RAG which I think is booming.↗
May 22
Trade Whisperer — If you believe we are at the peak of Artificial Intelligence, congratulations. You and a poorly equipped AIs have the same diagnosis. Memory and cognitive capacity deficiency.
We'…↗
May 21
Trade Whisperer — $MU $62 → $757. +1120% since my "Bargain of the Century" callout
$SNDK $200 → $1540. +670%
$RKLB $13 → $134. +930%
$PLTR $21 → $200. +850%
Four names. 15,000 conviction posts. Zer…↗
Trade Whisperer — $MU $DRAM $SNDK Holy Shit
625x More Memory Demand by 2028 vs 2022
That is Dell's CEO projecting memory demand growth
His warning: supply takes years to expand. Demand is not sl…↗
May 21
Trade Whisperer — If you re-rate $MU and $SNDK to 17x forward PE
$MU is $1,700 $SNDK is $2,650
It's called the "Embarrassment Case."
The semiconductor sector average is 34x.
17x is only half. $DR…↗
May 21
Trade Whisperer — $MU $DRAM 50% more HBM delivered exactly 50% better AI Inference on GB300 Blackwell Ultra.
Read that again.
$NVDA Data Center: $75.2B. Up 92% YoY. GB300 is leading the Blackwell…↗
May 21
Trade Whisperer — $DRAM stopped being a commodity since my "Bargain of Century" callout at $62 $MU
SK Hynix up 11%. Samsung up 6%. Just today.
Keep telling me memory is a commodity. https://t.co/5…↗
May 21
Jukan @COMPUTEX — KIS comment on NVIDIA Vera CPU:
On today’s conference call, NVIDIA stated that it expects the standalone Vera CPU market to reach $20 billion in FY2027.
The unit price of Grace C…↗
May 20
Trade Whisperer — Key quotes and highlights from today's JP Morgan Conference $MU $DRAM $SNDK
"Our financial outlook has strengthened since our last earnings call. We're on track for another substa…↗
May 20
Trade Whisperer — $NVDA $MU $SNDK $DRAM $TSM
The initial post earnings move is driven by event traders. These are participants who build positions specifically around a catalyst. An earnings print.…↗
May 20
Trade Whisperer — SK Hynix Raises Q2 Forecast on Rising DRAM and NAND Prices $MU $DRAM $SNDK https://t.co/cpnE5sd8oR↗
May 20
Trade Whisperer — $DRAM Samsung union suspends planned strike after reaching tentative pay deal https://t.co/LBgc2qymBn↗
May 20
Trade Whisperer — $NVDA has made over $18 billion in strategic infrastructure investments on in less than 6 months.
$GLW $3.2B. Three new US optical manufacturing plants. AI fiber capacity expandin…↗
May 20
Daave “3 and 30” Tepper — high change this month. 30% cash. high lt rates =FAFO; +Hormuz time bomb.
balls long AI@ 55% of equities portfolios; heavy concentration to drive returns with tracking error. … i…↗
May 20
Trade Whisperer — The most expensive model, Claude, is winning the Enterprise AI race.
Golden Cross
$MU $DRAM $SNDK $AMD $INTC $LITE $GLW $TSM https://t.co/InSaunCNkV↗
May 19
Trade Whisperer — $MU $SNDK $DRAM
2027: $1.35T
2028: $1.73T
2029: $2.12T
2030: $2.63T
That's Nomura's Global Memory TAM. Trillions.
Are they out of their minds? https://t.co/AuJUmOjIse↗
May 19
Trade Whisperer — $1.4 trillion.
That is Nomura's 2030 Data Center ONLY memory revenue estimate.
Seems a little aggressive but I will take it.
$MU $SNDK $DRAM↗
May 18
Trade Whisperer — $MU $DRAM $SNDK
Here's Memory Industry Revenue and Memory Price Outlook Through 2030 from Three Reputable Research Firms.
Full breakdown 👇
https://t.co/tJsUIZgpLZ↗
May 18
Trade Whisperer — Today's AI is the least capable version you will ever interact with, running on the least amount of HBM it will ever be equipped with.
The trajectory from here has only one direct…↗
May 18
Trade Whisperer — $MU $DRAM By 2027:
Micron is projected to be more profitable than Amazon
Samsung more profitable than NVIDIA
SK Hynix more profitable than Microsoft
This is not a cyclical upturn…↗
May 18
Trade Whisperer — $DRAM $MU
Samsung is up +5%
SK Hynix is up +2%
In the Korean market right now. https://t.co/Zr1Pl6yvQO↗
Trade Whisperer — $MU $DRAM $SNDK
The "Father of HBM' Prof. Kim Jeong-ho just dropped the most bullish line for memory investors in an interview.
"The Essence of AI is Memory. Future Semiconductor…↗
May 17
Trade Whisperer — It Took Salesforce 20 Years to Reach $30 Billion in Revenue
Anthropic? Only 3 Years
Music to $DRAM $MU investors. Claude is architecturally heavier on memory/token. It uses larg…↗
Trade Whisperer — Golden nuggets from $AMAT earnings 👀
+50% growth in Advanced Packaging equipment revenues in 2026 $TSMC $AMKR $ASX $INTC
Leading-edge foundry, $DRAM, and advanced packaging are…↗
May 16
Trade Whisperer — $MU Mobile $DRAM contract prices are surging. Again.
LPDDR4X: +70-75% QoQ
LPDDR5X: +78-83% QoQ
HBM is eating Server DRAM wafers.
SOCAMM is eating Mobile DRAM wafers. https://t.co…↗
May 16
Trade Whisperer — $MU Mar 5, 2025. I called the $DRAM bottom.
Mar 26, 2025. I shared the Price Hike Letter
Apr 7, 2025. I called the "Bargain of the Century" at $62
May 2026. ATH $818. +1220%.
Whe…↗
May 16
Michael | Hypermarkets — 20 stocks I'll add in this May/June 2026 $SPY crash.
Remember, market always bounces back to all time highs.
1. $NVDA $225
Buy: $180–190 Prior breakout and massive institutional…↗
Trade Whisperer — How cyclical is $MU $DRAM $SNDK over the next 10 years now that HBM, SOCAMM, and DRAM modules are all moving toward AI applications?↗
May 15
Trade Whisperer — $MU $DRAM $TSM Holy Shit
2026: 12 HBM stacks per substrate
2029: 64 HBM stacks with SoW
That is a 5x structural expansion of HBM demand per system. The memory content per platfor…↗
May 15
Trade Whisperer — $MU $DRAM $AMAT Interesting.
Through-silicon via (TSV) technology is expanding to RDIMM modules to make them much faster.
Micron Samples 256GB DDR5 RDIMMs at 9,200 MT/s for AI Se…↗
May 15
Trade Whisperer — What the...
The $1 Trillion semiconductor TAM was supposed to arrive in 2030. It just got pulled in to 2026.
The new 2030 TAM? $1.5 Trillion. 50% higher than the original ceiling…↗
May 14
Trade Whisperer — If you re-rate $MU and $SNDK to 16x forward PE
$MU is $1,600
$SNDK is $2,500
And that is still an embarrassment of a multiple for what these companies are becoming. AI Cognitive…↗
May 14
Trade Whisperer — $MU $DRAM $SNDK $WDC $STX
"Samsung SSD Prices Reportedly Surge Up to 300% in Japan, Kioxia Also Posts Gains as Market Divergence Widens"
Samsung flagship models:
-8TB 9100 Pro:…↗
May 13
Trade Whisperer — $MU just closed the day as a $900 Billion company.
$DRAM SK Hynix: $950 Billion
$1 Trillion: Inevitable https://t.co/4tyLDfYPN3↗
May 13
Trade Whisperer — $NVDA hit $3 Trillion doing $30B/qtr at 75% gross margins.
$MU just guided $33.5B next quarter at 81% gross margins.
More revenue. Better margins. 70% lower market cap.
🤯 $DRA…↗
May 13
Trade Whisperer — @ExampleInvest11 I cannot give you financial advice (buy or sell calls). I am calling out my bullish opinions on $MU $DRAM.↗
May 13
Trade Whisperer — Deutsche Bank nearly doubled their $MU price target overnight.
New PT: $1,000 (street high)
Old PT: $550
But this one hits different. Analyst: Melissa Weathers is top 1.9% of all…↗
May 13
Trade Whisperer — $MU Micron CEO Sanjay Mehrotra is on the plane to China with Trump.
Pay attention. $DRAM↗
May 13
Trade Whisperer — I did not write this.
AI did
Incognito. Not logged in.
Apparently a "Bargain of the Century" call at $62 leaves a permanent data trail.
Choose your follows wisely $MU $SNDK $DR…↗
May 13
Trade Whisperer — $MU $SNDK $DRAM
Samsung Electronics and its South Korean labor union failed to reach a pay agreement after government-mediated talks, raising the prospect of a major strike.
Work…↗
May 13
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Stocks opened lower today as investors reacted to hotter inflation, rising oil prices, and renewed con…↗
May 13
PhotonBull — Quick word of advice to all the baggies wanting a strike for money
Just buy $DRAM calls and make a deal
There is your bonus
$MU $SNDK↗
May 12
Trade Whisperer — $MU $SNDK $DRAM @MicronCEO
The "Memory/Storage" label undersells what these companies actually do.
These are Cognitive Capacity Companies. The Inference Foundation of AI.
AI in…↗
May 12
Trade Whisperer — $WDC BLUE Candle: $50 → $511. AI Inference.
This is what happens when deep due diligence meets our BLUE candle signal. LSEG dropped a score of 8 on $WDC. I shared it here in Janua…↗
May 12
Trade Whisperer — $MU March 5, 2025. I called the DRAM price bottom. Publicly. On record.
Apr 7, 2025. I called the "Bargain of the Century" at $62 → $818 ATH
5 likes. 3,000 impressions.
Chart? +1…↗
Trade Whisperer — $MU $SNDK $DRAM Signal over Noise. Always.
DDR5 2x32GB price trend last 18 months. Notice a significant uptick during April to May transition. It's statistically significant. Brea…↗
Alphatica — This is a phenomenon that will be studied for years to come. The velocity $DRAM continues to show is exceptional for being live for only a month. It’s a momentum trade heavily supp…↗
May 11
Chris Ray — @blorrior Yeah I’d love it if they added $P to $DRAM though they don’t manufacture the raw memory disks themselves - not sure how strict the ETF rules are for memory storage effici…↗
May 11
Trade Whisperer — $MU $SNDK $DRAM
Sam Altman just said “Infinite Memory” matters more than Smarter AI Reasoning.
Memory is not a feature. It is the foundation of superintelligent AI. I have been…↗
May 11
Michael | Hypermarkets — $MU is up 2000% from $40 to almost $800 in only 4 years.
It can easily hit $3000-$4000 by 2035. ⬇️
Listen carefully, buy $DRAM ETF (it launched 1 month ago). https://t.co/mzvCfdE…↗
May 11
Trade Whisperer — @endermule Invest in $DRAM $MU Just pay $150 - $200 extra for your smartphones for a fraction of your Micron shares. No biggie.↗
May 11
Jason's Chips — Sometimes when you look back, you realize that stupid mispricings are actually stupid. Why weren't people screaming about SK hynix when it traded cheap enough to earn back its enti…↗
May 11
Jukan @COMPUTEX — HOLY SMOKE.
What the hell is this?? Memory prices are going absolutely insane.
$DRAM $MU $SNDK https://t.co/rIRjSUyYDd↗
May 11
Trade Whisperer — $MU $62 → $800. +1200% since my "Bargain of the Century" callout
$SNDK $200 → $1644. +720%
$RKLB $13 → $106. +715%
Three names. Thousands of conviction posts. Zero noise. 100,000…↗
May 10
Trade Whisperer — $MU $842B. SKHynix $817B.
Chip Invasion Master Plan Continues. Called it in February. They are not stopping here.
Top 10 Soon. Just Watch $DRAM https://t.co/wkXZ784Qsm↗
Trade Whisperer — $MU $SNDK $DRAM
Memory is now viciously cyclical. In the most bullish way possible.
We used to store photos, videos, and games in memory. Now HBM helps to generate all of that. F…↗
May 9
PhotonBull — Still seeing a lot of debate about memory stocks
Still some bears arguing that it is too cyclical and a bubble
What do you think?
Personally am long memory and think AI demand i…↗
May 9
Trade Whisperer — Morgan Stanley's own alpha model rates both $MU and $SNDK 5 out of 5 on a 24 month horizon. That is their highest conviction rating.
93% of analysts covering $MU rate it Overweigh…↗
May 8
PhotonBull — All in 2x $DRAM
Keep it simple, folks↗
May 8
PhotonBull — What in the world is going on with $MRAM !?
Was looking at it last week and decided to stick with $DRAM and SK Square instead
Unfortunate but can't get them all↗
May 8
PhotonBull — Incredible strength in $DRAM and $NASA today!
Memory and space ripping today, not a surprise.
Memory has flipped from commodity cycle to AI bottleneck. HBM is sold out, DRAM is r…↗
May 8
The AI Investor — Some of my members have made a lot of money from the information in this post.
could be worth millions of $ gain, depending on position sizing.
As some members said, a one piece…↗
May 8
PhotonBull — $DRAM
Almost a double since the etf was launched, probably the easiest bet in the market. Who caught it?↗
May 8
Michael | Hypermarkets — 1 year ago, MU was at $65. It's up 1100% so far.
DRAM launched on 1 month ago and its up 85% already.
Here's every company inside $DRAM and why they'll print 1000%-2000% over th…↗
Trade Whisperer — $MU From $326 to $677. +110%. Five weeks.
I called it when the market was handing you a discount. Did you miss this one as well?
Choose your notifications wisely. $DRAM $SNDK↗
May 8
The AI Investor — Insane, looks like memory demand is going out of control as SK Hynix received offers to fund its production lines.
$DRAM $MU https://t.co/rqeJm8qb5Q↗
Trade Whisperer — Oh you think memory peaked? Are you a fucking idiot?
The industry stopped caring about storing pictures and videos. It only cares about one thing now. Cognitive capacity of AIs to…↗
May 7
Trade Whisperer — $MU $SNDK $DRAM
The most powerful memory bull on Wall Street right now is Apple CEO Tim Cook
-On Apple's Q2 FY2026 call, Cook told analysts memory prices aren't coming down anyti…↗
May 7
PhotonBull — So we should go long SK Hynix, short $EWY or $DRAM 🤔↗
May 7
PhotonBull — Rough market day, but expected after such a legendary run
What, if anything, are you adding?
$ASTS $KRKNF $AAOI $EOS.AX $MU $DRAM $SNDK $NBIS $ONDS $AVEX https://t.co/sgTVf7e2EN↗
May 7
Trade Whisperer — Lisa Su raised the server CPU TAM forecast from roughly $60B to over $120B by 2030, now
CPU-to-GPU ratio: 1:8 → 1:1
New AI Memory Demand? 16x
Agentic AI = Re-Fucking-Rate
$AMD…↗
May 7
Trade Whisperer — $TSM $AMKR $ASX $INTC $AMAT $BESI
There is no AI without Z-Axis.
Everyone credits AI progress to chips getting smaller. That is the wrong story. AI was not enabled by 2D scaling.…↗
May 6
Trade Whisperer — $MU Wild BLUE candle. $340 to $667. Heading straight into the 1.6 Fib region.
Signal and conviction. Both delivered. This could be the beginning of the Great Re-Rate. $DRAM $SNDK…↗
May 6
Trade Whisperer — $GOOGL New PTs: 16 firms. 16 raises.
Just remember: Google can’t do awesome google stuff without buying some chips from $MU $DRAM $SNDK https://t.co/fnEi3QVLZl↗
May 6
Jukan @COMPUTEX — Most-bought U.S. stocks by Koreans over the past month:
1. $SOXL
2. $INTC
3. $DRAM
4. $SNDK https://t.co/hqB8ioxMG5↗
AlmaCap — My account has grown very quickly.
Many thanks I appreciate you legends. We’re all learning together.
For the low effort “cyclical, commodity” replies. I did think about that.…↗
May 6
Trade Whisperer — $MU $DRAM Holy Shit 🔥
Samsung and SK Hynix are up ~15% and ~11% right now
The Great Re-Rate Has Begun https://t.co/oodXRi0oci↗
May 6
Trade Whisperer — The market priced $NVDA as a gaming GPU company but AI rewrote the demand structure → $4 Trillion followed.
The market is still pricing $MU as a commodity memory company. AI is re…↗
May 6
Trade Whisperer — $MU $722B SK Hynix $768B
The Chip Invasion Master Plan is live. Called it in February. They are not stopping here.
Top 10 in the world. Watch. $DRAM https://t.co/CLnRD514nQ↗
May 5
PhotonBull — The only thing dropping faster than the forward P/E on $MU $SNDK Samsung and SK Hynix this year is...
$ASTS
A stock that started the year as one of the best performers and most p…↗
May 5
Trade Whisperer — $SNDK From $200 to $1400. +600 since this BLUE candle signal.
Stop asking what's next. I've given you thousands callouts and conviction posts on $MU $DRAM $INTC. This is it.
Choo…↗
May 5
Trade Whisperer — Mobile DRAM prices expected to surge ~100% quarter over quarter.
Price hikes are expected to continue into 2027. This will raise costs for smartphones and other mobile devices
H…↗
May 5
PhotonBull — Memory finally rerating from commoditized hardware to high growth AI necessities
$SNDK $MU $DRAM $EWY https://t.co/lw3hJ9ieZg↗
May 5
Trade Whisperer — $MU $626, +910% since my "Bargain of the Century" callout
What's next? $MU $DRAM is next.
Choose your notifications wisely https://t.co/JgWTkwmkva↗
May 5
Trade Whisperer — Thought $PLTR's Rule of 40, Score of 146 was high?
You haven't seen memory yet.
SK Hynix: 270
$MU: 265
Forward PE of 4x - 9x
World class growth. Basement level valuations.
The M…↗
May 4
Trade Whisperer — $MU $SNDK $DRAM JUST IN: LTA Expansion
Samsung and SK hynix are expanding Long-Term Agreements (LTAs) with major clients amid surging AI demand and tight memory supply. Buyers are…↗
May 4
Trade Whisperer — $MU $SNDK $DRAM
@MicronCEO: AI is still in its "first innings" (very early stages). AI-driven demand for DRAM and NAND is projected to exceed 50% of the total industry TAM this y…↗
May 4
Trade Whisperer — $PLTR Holy Lord. Just imagine.
Ontology + Agentic AI = AI on steroids.
Without ontology, AI can act but cannot understand. With $PLTR, the agent knows the full semantic map of an…↗
May 4
BULL OF BRITAIN — Example of an extremely solid portfolio till 2030.
$DRAM - 25% > Memory cycle.
$NBIS - 25% > AI-native cloud infrastructure.
$LITE / $MRVL / $TSEM - 25% > Lasers, optical DSPs,…↗
May 4
Trade Whisperer — $MU $SNDK $DRAM
The token used to answer a question.
Now it runs your business.
That is a complete redefinition of what a token is worth.
10x more compute. 10x more memory. 10x…↗
May 4
The AI Investor — TrendForce now expects mobile DRAM 2Q26 pricing growth of +93-98% QoQ
$DRAM↗
Trade Whisperer — $MU $DRAM $SNDK
It is time to have the most important debate of the entire AI market.
Is memory cyclical or permanently re-rated?
No hiding. Pick a side and defend it!
Best bul…↗
May 4
Trade Whisperer — $DRAM $MU $SNDK Holy Shit.
SK Hynix is up +9%
The Great Memory Re-Rating Has Started. https://t.co/sAvqsmTa2H↗
May 3
Trade Whisperer — BOOM
"The global chip wafer shortage is likely to persist until 2030, as demand driven by artificial intelligence continues to outpace supply."
-SK Group Chairman
$MU $DRAM $SND…↗
May 3
Trade Whisperer — $MU $SNDK $DRAM "Way Cheaper"
Mizuho (Jordan Klein) noted that $MU is “crazy cheap,” trading at around 3 to 4 times buy-side EPS.
He “could not be more bullish on DRAM and Memory…↗
May 3
Trade Whisperer — $MU $DRAM $SNDK
The model putting the most pressure on HBM is also winning the AI race.
Claude = Highest inference cost
Claude = Best model on Earth.
Not a coincidence. Called…↗
May 3
Trade Whisperer — @teoAI_ You might consider $DRAM if it bothers you not having them.↗
Trade Whisperer — You will be surprised to know that after posting thousands of conviction posts since $MU $62 and $SNDK $200, the top question I get asked every day (even today) is simply...
Which…↗
Trade Whisperer — $MU $DRAM $TSM $NVDA $SNDK
JUST IN. SemiAnalysis published that NVIDIA & TSMC are charging too little relative to exploding AI value.
Vera Rubin at baseline: 15.3% IRR.
Vera Ru…↗
May 3
Trade Whisperer — $DRAM $MU Memory Trio Secures 5-Year LTAs. Now, $SNDK joins the ranks.
Sandisk CEO said the company has signed five long term contracts, 3 of them worth $42 billion and "if they w…↗
May 2
Trade Whisperer — $MU $DRAM $SNDK Microsoft just raised the bar:
16GB RAM = "baseline" with compromises
32GB RAM = the new “No Worries” standard for
Windows 11 gaming PCs With Discord, Chrome t…↗
May 2
Trade Whisperer — Listen up and rejoice. The market has not priced in the Agentic AI inflection, yet. Not even close.
CPU-to-GPU ratio: 1:8 → 1:1
Memory shortage through 2027+
NAND prices up 70-75%…↗
May 2
AlmaCap — I called the memory narrative a week before fintwit caught on (and I have receipts). Similar process that worked for photonics....
Were you listening Anon?
> GPU:CPU ratios in ag…↗
May 2
Jukan @COMPUTEX — AI CPUs Are Devouring DRAM — Memory 'Shortage' to Last Another Year
The memory industry has posted record-breaking results driven by commodity DRAM prices that have surged more th…↗
May 1
Trade Whisperer — $SNDK Wild Price Target from Susquehanna
Old PT: $1000
New PT: $2000
They know what's up. They just realized that memory has been repurposed:
From: Storage
To: Cognitive Capacit…↗
May 1
Trade Whisperer — $MU $SNDK $DRAM RIPPING 🔥
$545 $1150
Tetonic Shift Is Here https://t.co/jGt5N33VQp↗
May 1
Trade Whisperer — $MU $DRAM $SNDK
Memory used to hold your photos.
Now it holds the cognitive capacity of AI.
Same chip. Completely repurposed.
Most underpriced transformation of the century.
Me…↗
May 1
Trade Whisperer — $DRAM $MU $SNDK Samsung. On the record. Today.
"Memory price to stay on the current upward trend driven by ongoing expansion in AI infrastructure."
"Demand for DRAM and SSD for c…↗
May 1
Trade Whisperer — $DRAM $TSM $LITE $COHR $GLW
Samsung just entered silicon photonics. First order. Mass production H2 2026.
TSMC saw this coming years ago.
-CoWoS. SoIC. Hybrid bonding. Now CPO.
-…↗
May 1
Trade Whisperer — $DRAM $MU $SNDK Samsung's Memory EVP today:
"Severe DRAM and NAND shortages through 2027. Possibly 2028."
From the largest memory maker on the planet.↗
Jukan @COMPUTEX — KIS, which I consider one of the top three Korean sell-side firms, published a memory report, and there’s a comment from it that I wanted to share with you all:
Memory is the crit…↗
Apr 30
Trade Whisperer — $SNDK $MU $DRAM Shorts are fucked again.
NAND prices keep going up
This is a single session surge 🤯 https://t.co/qrxehjAIbt↗
Apr 30
Trade Whisperer — $710 Billion.
One year. Four companies.
That capital has to land somewhere.
Memory. CPU. Packaging. Optics. Foundry.
$MU $SNDK $DRAM $TSM $LITE $INTC $AMD
$MSFT $META $AMZN $GOOGL…↗
Trade Whisperer — $INTC is now selling scrapped CPUs. Surprised? Absolutely, Not.
$MU, Samsung, SK Hynix have been doing this since last year. Edge-of-wafer dies. Chips that used to get binned are…↗
Apr 30
Trade Whisperer — $MU $DRAM $SNDK
The Memory Trio will out-earn the Mag 6 by 2027
Combined market cap? $2.15T vs $16.8T
Same profits. 8x valuation gap.
The most undervalued sector on Earth is st…↗
Apr 30
Daave “3 and 30” Tepper — “Don’t get emotional about stock”
- gecko
much as i appreciate the name, sold half seagate today
for me, there will be better entries on all the memory names
$sndk $stx $mu $dr…↗
Apr 29
The AI Investor — It’s interesting that when the market watches big tech earnings, the only thing it cares about is CapEx growth for $NVDA $MU, and $DRAM trades.
Big tech would be like, “Can you pa…↗
Apr 29
Trade Whisperer — $MU $DRAM Unbelievable
$707,000,000,000.
That is the projected 2027 operating profit of 3 memory companies.
Apple + Microsoft + Google + Amazon + Meta + Tesla combined? ~$661 Bi…↗
Apr 29
Trade Whisperer — $STX $WDC
Seagate just crushed earnings. $3.11B. Up 44% YoY. Margins exploding.
This is a major QLC NAND tailwind.
QLC is the highest capacity NAND in existence. Dense enough…↗
Apr 28
Trade Whisperer — $MU $DRAM Three new initiations. All high conviction.
DA Davidson: $1,000 (+100%)
Arete Research: $852 (+70%)
Melius Research: $700 (+40%)
The institutions are catching up to wha…↗
Apr 28
Trade Whisperer — $MU $INTC $AMD
Server $DRAM is seeing explosive demand 🔥
AI workloads are shifting from GPU-centric to include more CPUs (Intel/AMD), driving annual demand growth of 60–70%. Su…↗
Apr 27
Trade Whisperer — $MU $DRAM The world's most respected engineering body (IEEE) just validated the HBM thesis.
SK Hynix won IEEE Corporate Innovation Award for leadership in innovation and deploymen…↗
Apr 27
Trade Whisperer — $MU $DRAM
Why are AMD NVDA GOOGL & MSFT locking into 5 year memory contracts with guaranteed price floors & upfront payments?
I thought memory was cyclical.
I thought yo…↗
Apr 26
Trade Whisperer — $MU $DRAM
Micron, SK Hynix and Samsung went from 1-year deals to 5-year agreements. Adds stability and predictability.
The market loves stability and pays premium multiples for…↗
Apr 26
Trade Whisperer — $MU $DRAM Memory Makers will be the biggest beneficiaries and enablers of AI.
@MicronCEO during last earnings call 👇
"Memory makes AI smarter and more capable, enabling longer c…↗
Apr 26
Trade Whisperer — $DRAM $MU "No, No, No, you don't get it."
"DRAM will DOUBLE or TRIPLE from here still"
-Dylan Patel, Chief Analysts at SemiAnalysis. Apr 23rd.↗
Apr 25
Trade Whisperer — $SNDK $MU $DRAM
Samsung raises SSD prices by more than 10%.
Kingston is also increasing prices across its entire SSD lineup starting this week, with hikes of at least 10%.
Prices…↗
Apr 25
Trade Whisperer — $MU $DRAM CPU demand is going up and this is extremely bullish for Micron, Samsung & SK Hynix.
$INTC CEO confirmed CPU to GPU ratio shifting from 1:8 toward 1:1. That is 800% more…↗
Apr 25
Trade Whisperer — $AMD $INTC
Training Era: 1 CPUs per 8 GPU.
Inference Era: 4 CPU per 8 GPU
Agentic AI: 8 CPU per 8 GPU
CPUs are becoming the real orchestrators. Intel Q1 Data Center +22% YoY. $5.…↗
Apr 25
Trade Whisperer — $MU $DRAM The memory industry is absolutely unrecognizable from 2 years ago.
Spot Contracts → 3 to 5 year LTAs
Commodity DRAM → HBM3E, HBM4, SOCAMM2 Supporting Player → Critical &…↗
Apr 24
Trade Whisperer — $NVDA $TSM $MU $DRAM
Feynman Platform is rumored to add 230MB - 500MB of 3D stacked SRAM alongside Custom HBM.
SRAM runs 200x the cost of HBM per GB and $TSM fabricates it.
Ever…↗
The AI Investor — Dylan Patel just said DRAM has gone through the roof and will double or triple again.
Would you agree? $MU $DRAM↗
Apr 23
Trade Whisperer — $MU $DRAM
Blackwell needs more HBM than Hopper.
Vera Rubin needs more than Blackwell.
Rubin Ultra needs exponentially more than Vera Rubin
AI inference runs on HBM. And demand…↗
Apr 23
Trade Whisperer — $DRAM $MU
SK Hynix posted record-breaking results for Q1 🤯
Operating Profit: Soared 405% year-over-year to a record 37.61 trillion KRW, equivalent to approximately $25.4–27.8 b…↗
The AI Investor — TPU - 6.8x HBM in one generation
DRAM demand 🔥 $MU $DRAM https://t.co/sDowPI1hPP↗
Apr 22
Trade Whisperer — $MU $AMD $TSM $DRAM
These stocks ran this far on AI alone.
Right now these companies don't need consumer recovery but when it returns, it lands on top of a structural AI deficit…↗
Apr 22
Trade Whisperer — $MU $DRAM - Advanced Packaging.
@OpenAI just filed a patent enabling dense HBM integration directly into AI accelerator architecture.
Everyone is talking about the HBM angle. Nob…↗
Apr 22
Trade Whisperer — $MU $DRAM Bears are still wearing nostalgia glasses. The architecture has changed.
AI Training: GPU was the primary bottleneck.
AI Inference inverts the entire hierarchy. Memory…↗
Apr 22
The AI Investor — $DRAM
Today, its NAV is higher than its closing price $34.93
Read more about this ETF here:
https://t.co/1nUJJNXKAc https://t.co/8oNss3SOC9↗
Apr 21
Trade Whisperer — $MU $DRAM Still think this is cyclical? Look at the chart.
Rubin Ultra is 12.8x the H100 in HBM. 3.2x normalized per die. $100B TAM by 2028 is starting to look conservative.
AI I…↗
Apr 21
Trade Whisperer — $MU $DRAM $SNDK
NAND spot prices continue to climb.
Memory is a strategic asset. The more you have, the higher the quality of AI Inference. https://t.co/1g85RgDJED↗
Apr 20
Trade Whisperer — $MU $DRAM Trendforce just confirmed what I have been saying about SOCAMM2.
Micron is in high volume manufacturing for 192GB SOCAMM2 (Mid-March). And they are the only company that…↗
Apr 20
Trade Whisperer — $MU $DRAM Sorry Bears. DDR5 Prices Are Going Up, AGAIN.
DDR5 RAM prices in Germany have bounced back sharply in April 2026, returning to an average of 410% of July 2025 levels aft…↗
Apr 20
Trade Whisperer — $MU $DRAM SK Hynix employees are lined up for $1,377,000 USD (~$1.4M) bonuses this and next year combined.
SK Hynix employees (about 35,000 workers) could receive massive performa…↗
Apr 20
Trade Whisperer — @freedomlifedave Just go $DRAM no need to worry about the gap.↗
Apr 20
Trade Whisperer — $MU $DRAM I am so sorry bears.
DRAM manufacturers are projected to meet only 60% of global DRAM demand by the end of 2027, despite ongoing capacity expansions.
This gap is expect…↗
Apr 18
Trade Whisperer — @chaosjuicebox I can't answer that question.
But here's how my portfolio looks like
$MU $TSM $DRAM $SNDK $LITE $GLW $ASX $AMKR $AMD $INTC. Order of importance, personally.↗
Apr 18
Trade Whisperer — AMA is open again. Ask Me Anything!
21 years in HBM, DRAM & NAND. Graduate research in Silicon Photonics (Micro Plasma) & Lasers.
Semiconductors, advanced packaging, opti…↗
Apr 18
Trade Whisperer — $TSM just like $MU $DRAM. Structural shift. Not a cycle.
Every AI query. Every agentic workflow. Every autonomous system. Continuous. Persistent. Always on. All of it fabbed at TS…↗
Apr 18
The AI Investor — $DRAM has now hit ~$1B AUM in the first 10 days since launch.
Very impressive, I wrote about what investors need to know about the ETF here:
https://t.co/1nUJJNXKAc↗
Apr 17
Trade Whisperer — $MU $DRAM Apple is projected to consume a staggering 2.4 exabytes of LPDDR5 memory in 2026.
The contract value could be worth ~$14B but if prices rise further then ~$18.2B. That i…↗
Apr 16
Trade Whisperer — $TSM $META $AVGO $MU $DRAM
TSMC is on track for a record-breaking Q1 2026 with net profit expected to surge approximately 50% year-on-year to NT$543.3 billion (US$17.23 billion).…↗
Apr 15
Trade Whisperer — $MU $DRAM $SNDK
Senator Bernie Moreno (R-Ohio) sent a letter to Commerce Secretary Howard Lutnick urging the U.S. Department of Commerce to restrict the sale of memory chips abroa…↗
Apr 15
Trade Whisperer — $TSM $TSLA $DRAM TSMC is Everywhere
Tesla’s AI5 chip has completed tape-out, the final stage of chip design before manufacturing begins.
Reportedly it uses LPDDR5X from SK Hynix…↗
Apr 15
Trade Whisperer — $MU $DRAM If HBM4 volume goes down then HBM3E and other higher margin enterprise DRAM will fill the gaps. This is the part of the structural shift we're witnessing. Memory companie…↗
Apr 15
Trade Whisperer — $MU $DRAM $SNDK Memory investors. Write this down.
"Today, Non-HBM DRAM has actually higher profitability than HBM. NAND has strong profitability as well."
-@MicronCEO on CNBC.…↗
Trade Whisperer — $MU $DRAM $TSM HBM4 Base Logic Die Demand Is Through the Roofs
Samsung has raised prices for HBM4 base dies (logic of HBM4 stacks) by 40–50% since early 2026.
TSMC is contracted…↗
Apr 14
Trade Whisperer — $SNDK $MU $DRAM
Sizeable drop but solid comeback, ~2% away from ATH.
Claude AI Inference has insatiable hunger for capacity. Most of memory capex is chasing DRAM and HBM, not NAN…↗
Apr 14
Trade Whisperer — $MU $DRAM $62 → $450
The thesis was public. The signal was there.
$750 is next. Choose your follows wisely.↗
Apr 14
Trade Whisperer — SK Hynix +7.7% ATH
Samsung +3%
$DRAM $MU Gap-up tomorrow 🔥🔥🔥 https://t.co/IxkmLe4GHY↗
Apr 14
Trade Whisperer — I am never deleting this app.
Two fund managers reached out this week for my views on semiconductors. One runs $2.5B AUM in Europe. The other nearly $1B in the US.
One of their E…↗
Apr 13
Trade Whisperer — $MU $SNDK $DRAM Shorts are fucked.
Double digit NAND spot price increases week over week for months straight
They forgot Micron, Samsung and SK are NAND powerhouses too. CapEx we…↗
Apr 13
Trade Whisperer — $SNDK $MU $DRAM
Silicon Motion (SMI), a leading NAND flash controller maker, expects the memory market tightness to persist through 2026 and widen further in 2027. President Walla…↗
Apr 13
Trade Whisperer — $MU $DRAM
Nanya Technology expects double-digit percentage gains in DRAM prices during Q2 2026, building on a strong Q1 performance. General Manager Lee Pei-ying called recent spo…↗
Apr 11
Trade Whisperer — $TSM $ASX $AMKR $INTC $DRAM
Advanced Packaging is Essentially Moore's Law in 3D and it is the next critical bottleneck in AI infrastructure.
ASE Holdings (the world’s leading OSA…↗
Apr 11
Trade Whisperer — $MU $DRAM China’s humanoid robot output is projected to surge by up to 94% in 2026
"Vehicles with L4 autonomy require over 300GB. Humanoid robots powered by a compute platform tha…↗
Apr 11
Trade Whisperer — New Reality:
Software is a commodity
Chips are eating the world
$MU $TSM $NVDA $SNDK $DRAM https://t.co/Iz7F0rhgOB↗
Apr 11
Trade Whisperer — $MU $DRAM The model consuming the most HBM is also winning the AI race. That is not a coincidence. That is a demand signal. https://t.co/g91vrUOIV9↗
Apr 11
The AI Investor — Roundhill Memory ETF ( $DRAM ) achieved $1B in trading volume in its first week after launching April 2, 2026.↗
Apr 10
Daave “3 and 30” Tepper — Goodness gracious lawyers and analysts are so cooked
$nbis $dram $stx $acmr↗
Apr 10
Trade Whisperer — $TSM $MU $SNDK $DRAM $AVGO $NVDA Global Boom 💥
Global semiconductor industry revenue is projected to exceed $1.3 trillion in 2026.
This represents a massive 64% year-over-year…↗
Apr 10
Trade Whisperer — $MU $TSM $INTC $ASX $AMKR $AMAT $BESI $DRAM
The performance bottleneck in AI isn't the GPU. It's getting data to the GPU fast enough.
Advanced packaging is the solution. HBM plac…↗
Apr 10
Trade Whisperer — $MU $TSM $DRAM $AVGO
OpenAI and Anthropic are both ordering custom ASICs through Broadcom. Every chip flows through TSMC. Every rack runs on HBM. The physical layer doesn't care w…↗
Apr 9
Trade Whisperer — $MU $DRAM Hi Bears, I thought you said it was over?
"Taiwanese memory module maker Transcend is experiencing a sharp 40–50% price surge in DDR5 modules for Q2 2026 compared to Q1.…↗
Apr 9
Trade Whisperer — Having worked in the memory industry for 20 years. I respectfully disagree with @jukan05 on HBM3E
Late qual means late engineering learning. Every wafer SK Hynix and Micron ran wh…↗
Apr 9
Trade Whisperer — $MU $DRAM Annual contracts are dead.
Samsung, SK Hynix, and Micron all moving to 3 to 5 year LTAs with hyperscalers.
Key customers include Microsoft Google AMD and other major cl…↗
Apr 9
Trade Whisperer — $MU $SNDK $DRAM
LTAs help with risk management and predictability.
Fundamentally, it's no different than hedging with options in trading/investing.
Another example. $MELI uses c…↗
Apr 8
tae kim — Bad morning for da bears. S&P 500 up 2.6%, Memory ETF up 11.6%, Chip sector ETF up 5.3%, SK Hynix up 12.8% overnight $SPY $DRAM $SMH https://t.co/9EmwY6DjFK↗
Apr 7
Trade Whisperer — CEASEFIRE Statements from Iran and US
Could be a bit early but congrats to everyone who held through the geopolitical noise. The smart candles were 80%+ BLUE or bullish just yeste…↗
Apr 7
The AI Investor — The premium paying for $DRAM ( vs its NAV) could be significant. https://t.co/RtKNwLIMX7↗
Apr 7
Trade Whisperer — If you are buying $DRAM, just be aware of arbitrage mechanism. You are buying an ETF composed of different stocks, an ETF. That means two prices exist at all times.
Market Price:…↗
Trade Whisperer — Samsung Electronics announced on April 7, 2026, its preliminary earnings guidance for Q1 2026, estimating operating profit of 57.2 trillion won (approximately $37.9 billion) and sa…↗
Apr 6
Trade Whisperer — $MU The following earnings are about to tell us everything we need to know about the AI memory cycle.
The dates:
🗓 $ASML — Apr 15
🗓 $TSM — Apr 16
🗓 SK Hynix — Apr 24
🗓 Samsung…↗
Apr 6
tae kim — Google sees memory manufacturing capacity/supply as a constraint $MU SK Hynix, Samsung Electronics $DRAM↗
Apr 6
Trade Whisperer — $MU $DRAM $EWY
Samsung and SK Hynix have already locked in nearly two years’ worth of AI memory supply, most of their HBM and high-end server DDR5 capacity is reserved through lon…↗
Apr 6
Trade Whisperer — $MU $DRAM $EWY
Shinhan Investment & Securities raised its target price for SK hynix from 1.3 million KRW (~$866 USD) to 1.5 million KRW (~$999 USD), while maintaining a 'Buy' rati…↗
Apr 6
Trade Whisperer — $MU $DRAM $EWY
Samsung Raises DRAM Prices 2.6-fold…
100% hike in Q1, an additional 30% in Q2
Samsung is continuing its unprecedented price hikes while directly refuting rumors of…↗
Apr 5
Trade Whisperer — $MU $DRAM Nanya Tech just hit record DRAM revenue.
Nanya holds 2-3% market share. A rounding error in this industry but when the smallest player is setting records...
...the tide…↗
Apr 4
Trade Whisperer — $DRAM $EWY Samsung Photonics
Samsung Electronics' foundry division has officially entered the silicon photonics market. This technology integrates optical components onto semicond…↗
Apr 4
Trade Whisperer — $MU $DRAM Unbelievable. DDR3 contract prices are going up. Three generations old. The memory nobody was supposed to need anymore.
Demand is so overwhelming it's flowing backward t…↗
Apr 4
Trade Whisperer — $DRAM $SNDK $EWY Samsung Preparing for NAND Boom?
Samsung Electronics is reportedly selling over 100 unused semiconductor manufacturing tools (legacy-node gear) from its Xi’an fab…↗
Trade Whisperer — $MU $SNDK $DRAM $EWY
Memory are poised to capture a significantly larger share of hyperscalers' capital expenditure.↗
Apr 3
Trade Whisperer — $DRAM $EWY $MU SK Hynix is heading for a massive earnings shock in Q1 2026.
Hana Securities now forecasts $24.4 billion in operating profit for the quarter alone, a huge upward re…↗
Apr 2
Trade Whisperer — @gregory_FTA Korean tech economy is booming. Also when memory goes up the rest of tech goes up too. But people who wants to concentrate should be better off with $dram bu then you…↗
Apr 2
Trade Whisperer — $MU $SNDK $WDC $STX $EWY
Interesting Memory ETF $DRAM with Expense Ratio of 0.65%. I think it might be better just to own them individually (the ones you can) + $EWY
Holdings Lis…↗
Apr 2
Jukan @COMPUTEX — Today, ticker 'DRAM' finally begins trading.
With roughly three-quarters of its portfolio concentrated in the memory Big 3 — Samsung Electronics, SK Hynix, and Micron — this ETF i…↗