Vulture trades 🦅 — I’ve only seen this setup 1 time in 6 years 👀
I’m putting $250k in this SINGLE stock
Very similar to $MRAM that made millionaires
$100 → $100,000 overnight
$300 → $300,000 in a…↗
May 19
TheValueist — $MRAM EXECUTIVE INVESTMENT VIEW
The Kerrisdale short thesis is directionally coherent and analytically strongest on 3 points: Everspin’s MRAM technology is not the same memory cat…↗
May 19
Kerrisdale Capital — As $MRAM re-rates toward the valuation of a niche industrial semiconductor supplier rather than a real AI infrastructure beneficiary, we see fair value at $14/share, representing ~…↗
May 19
Kerrisdale Capital — Despite lacking the growth, scale, and strategic positioning of real AI memory beneficiaries, $MRAM now trades at an absurd ~10x ’27E sales and ~38x ’27E EBITDA. Meanwhile, actual…↗
May 19
Kerrisdale Capital — We are short $MRAM (Everspin Technologies), a niche industrial memory chipmaker whose stock has soared 300%+ as speculative investors pile into anything remotely associated with “m…↗
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…↗
Wayne Liang — Quick recap on some of our recent setups, in different layers of the same supercycle.
Nailed the $SNDK rally, alongside $MRAM as a proxy which ran from ~$13 to ~$51 at peak. Naile…↗
Cobra — My life will never be the same
$MRAM has officially changed my life
Over 2100% on this trade and I said it all on my X for FREE
And I just might have the next one
Like this…↗
May 13
Antonio Costa — @joealertz $GRRR could be the $MRAM 2.0 😉↗
May 13
Antonio Costa — $GRRR is a stock that can easily double or triple on volume. Honestly, I would not be surprised with a $MRAM type-move. Stock is trading at 3.3x sales. Thats an AI play with plenty…↗
May 13
BULL OF BRITAIN — Bull of Britain portfolio activity last few weeks
> Sized $DGXX after $CBRS $1B contract -> up 71% in 6 trading days
> $VNP.TO hitting ATH week after week. Best earnings to date.…↗
May 13
Michael | Hypermarkets — 1 year ago, $LITE was at $40. It's up 2600% so far at $1040.
Here's 15 stocks surging right now like $LITE:
1/ $RXT — Rackspace Technology up +1,500% this quarter (favorite for m…↗
May 13
InvestmentGuru — 15 of my favorite AI infrastructure plays in this market right now:
$MU
$AMD
$INTC
$SNDK
$AAOI
$MRAM
$PENG
$MXL
$CRDO
$MRVL
$GLW
$NOK
$CEVA
$GFS
From…↗
May 13
InvestmentGuru — $PENG
$MRAM
$MXL
$CEVA
$NOK
Some of the best AI infrastructure plays in this market right now.
AI infrastructure is not just GPUs anymore. Memory, edge AI, connectivi…↗
May 12
Cobra — $MRAM I’m shaking
My options are up over 1700%
I have done it again have probably changed countless lives with 1 single trade https://t.co/DttOD6D7ix↗
Antonio Costa — $MRAM Breakout watch over $44.67 https://t.co/3k11ojwKvG↗
May 12
Cobra — $MRAM I’m shaking
It’s over almost 60% just today countless lives changed all for FREE
My options are up over 1500% https://t.co/k6eiYkZcyc↗
May 12
Vulture trades 🦅 — I’ve only seen this setup 1 time in 6 years 👀
I’m putting $250k in this SINGLE stock
Very similar to $MRAM that made millionaires
$100 → $100,000 overnight
$300 → $300,000 in a…↗
May 11
Black Panther Capital — Wall Street haven’t figured $PENG role out yet.. when they do, it will explode.
Here’s everything you need to know and why $NVDA $AAOI $MU $SNDK will need to rely on them, at one…↗
May 11
Wayne Liang — Am I one of the few who called $MRAM pretty early on at ~$13? The playbook to finding gems is pretty simple...
There'll always be asymmetric opportunities in any hot sector. That'…↗
May 11
Vulture trades 🦅 — $MRAM UP 900% OMG
WERE ABOUT TO HAVE TWO 1000% TRADES TODAY!!! https://t.co/HkpolKiCLx↗
May 11
Cobra — $MRAM up 600% I’m shaking https://t.co/plt6I6xnxk↗
InvestmentGuru — $MU $AMD $INTC $P $MRAM $MXL $CEVA $PENG $HIMX $ON $GFS $GLW $NOK
Some of the better-looking setups in this market right now.
Semiconductor, connectivity, memory, optical, an…↗
May 11
Black Panther Capital — I’m considering building a new big LT position within AI infrastructure constraints.
Power, memory, substrates and now glass…
There’s SO many opportunities circulating right now;…↗
May 11
Cobra — $MRAM I’m shaking
Its up 50% in the after hours
I have done it again j have probably changed countless lives with 1 single trade https://t.co/WO4GWdRwwC↗
May 11
Vulture trades 🦅 — There’s not a single person who puts up more free alpha on here. If you’re not following me that’s on you.
Calls will be 3000%+ tomorrow $PENG $MRAM https://t.co/K57CrEPQuo↗
Wolf Capital — $MRAM is the only company on earth doing what it does at scale.
No position! Not until the financials start respecting the moat. I mean TBH this thing needs to cool off.
HOWEVER.…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
The AI trade is no longer one ticker. It’s a full stack. Here’s every layer:
💾 MEMORY
$MU · $WDC · $STX · $SNDK · $AM…↗
May 9
CK Capital — $MRAM is one of the most interesting technology monopolies on the market.
No position. Not planning one until the execution matches the monopoly.
Everspin Technologies is the wor…↗
May 8
InvestmentGuru — $MRAM shared with subscribers on Monday https://t.co/G5fRANHHDA↗
May 8
Cobra — $MRAM omg I might be the best trader in the world https://t.co/SMGHsuUr9F↗
May 8
Vulture trades 🦅 — I am the only one on X who alerted $MRAM calls.
All for free I will never charge a penny.
Should I keep sharing my ideas? https://t.co/uXNPrMnZlj↗
AlmaCap — @ClamCapital Covered $SIMO, in another comment
$MRAM, may do well but not really experiencing the AI tailwind to the same extent, valuation metrics aren't great though
$PENG, sti…↗
April 2026 · 1 mention
Apr 30
Wayne Liang — Memory is a pretty under-appreciated part of that chain right now...
$SNDK has earnings today, with large projected revenue growth (again, might catalyze a rally for the entire s…↗
March 2026 · 1 mention
Mar 24
Serenity — US Chip ACT Funding is one of the largest signals.
For importance to America National Security.
Lesser known list:
1. $SIVE ($330m)
2. $AKTS ($920m)
3. $BLG ($34m)
4. $QUBT ($1.6…↗
October 2025 · 1 mention
Oct 4
Raging Capital Ventures — At my conference this coming Thursday, October 9th in NYC, along with our great speakers and networking, I will share 4-5 new investments ideas.
Last year’s ideas ended up doing q…↗