Micron Technology. Every tracked FinTwit mention of $MU, newest first. 1000 mentions since the first on Jun 27, 2025. See the price chart.
June 2026 · 123 mentions
Jun 5
AlmaCap — Have added to my memory positions today, thank you BNP for clearly wrong takes.
Ps. Goldmans are extremely bullish if you need an analyst to give you comfort.
$MU, $SNDK, SK Hyni…↗
Jun 4
Alex A.C. — Beyond the company, I repost this bc I loved his comment:
"Our customers and their customers are moving at the speed of software, and we're moving at the speed of real estate [dat…↗
Jun 4
Alex A.C. — @EhrmantrautCap_ "over 130% on $MU
At x12 ☺️ And I don't talk about SanDisk to not create a lot of jealousy 😋↗
Jun 4
Daave “3 and 30” Tepper — nemotron 3
ssm momentum and risk to traditional transformer llms is real.
good news for $nvda is ssm's use gpus
bad news is cuts memory consumption - maybe jevons works to the…↗
Jun 4
JC Investing — @AlvaApp I do like $MU holding strong into that position at the moment↗
Trade Whisperer — $MU 9.5x $SNDK 9.3x
You cannot unsee this.
Bargain of the Century. https://t.co/CgHHm8dhZH↗
Jun 4
Trade Whisperer — @gurdag343434 Both. My heart is with $MU. My head wants $SNDK. Not financial advice. Do your own due diligence.↗
Jun 4
Trade Whisperer — @Thormetheus Right now I like $SNDK. A few months it was $MU. How about you?↗
Jun 4
Trade Whisperer — @Thormetheus Right now I like $SNDK. A few months it was $MU↗
Jun 4
Trade Whisperer — @FearNothinng True. People said $MU ran too much at $260 and I kept calling it discount but here we are at $1020 but then forward PE is still 10 or less. Dilemma is real.↗
Jun 4
Alex A.C. — @TheRayMyers I only follow Micron and SanDisk from the list, but I'd say $MU can x2 perfectly.
If there is a "total" re-rate, even a x3 (yes, from now)↗
Jun 4
Trade Whisperer — @tomas_sui People have been asking me what's next since $MU was $260 or $PLTR at $50.
Be patient. I extracted those 6 names over the course of 24 months. Agentic AI will devour ch…↗
Jun 4
Trade Whisperer — $MU at $62
$SNDK at $200
$RKLB at $13
$PLTR at $21
$INTC at $54
$AMD at $227
Six names. Zero noise. 130,000 followers.
Most accounts need 50 tickers. I needed six.
And the missio…↗
Jun 4
rubicon59 — @SixSigmaCapital Yeah. Better off to have sold $MU at $320 in March because analysts have opinions.↗
TheValueist — $NVDA $MU $SNDK $LITE NVIDIA NEMOTRON 3 ULTRA ANALYSIS
EXECUTIVE OVERVIEW
Nemotron 3 Ultra should be interpreted less as a discrete open-model release and more as a strategic dem…↗
Jun 4
Michael | Hypermarkets — @home172001 YES!! exactly, or it volatility wont matter to you, just add.
Like if you add $MU right now it wont matter in 1 year you're going to be up a lot.↗
Jun 4
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…↗
Jun 4
Michael | Hypermarkets — TIER 1 — THE IRREPLACEABLE (Core Bottlenecks)
#1 $NVDA — The entire AI compute stack runs through NVDA. Every hyperscaler, every neocloud. NVDA remains the clearest monetization p…↗
Jun 4
TheValueist — I have an $AMZN Alexa Plus Echo device in my kitchen, and I reordered some supplements and drinks by voice for the first time ever this morning. It was amazing and simple. It's lik…↗
Jun 4
TheValueist — $NVDA $MU $SNDK $LITE - NVDA running very hard at building a competitive US-based OSS LLM. Great for the industry and GAI infrastructure trade.↗
Serenity — @AngelSagiri I’ve repeated this for every single stock, but insider selling means literally nothing.
A managing director of wireless transferring ownership over to US investors do…↗
Michael | Hypermarkets — AI COMPUTE is sold out until end of 2028.
This is exactly how you become a millionaire, you buy and hold these companies:
GPU / CHIPS (Direct Compute Suppliers)
$NVDA
GPU monopo…↗
Jun 4
Wayne Liang — My theses on $AMD and $MRVL are getting pretty similar pushbacks to when I was charting $MU at ~$120, $PLTR at ~$30, $NBIS, $SNDK, and more.
Whether it's weeks from now or months…↗
Jun 4
TheValueist — $NVDA $MU $SNDK $LITE Thank you!! Read our reports, friends!! They will make you a better investor!!↗
Jun 4
InvestmentGuru — Overnight trading is showing a clear risk-off tone across some of the market’s strongest momentum groups.
🔻 $MRVL - nearly 6%
🔻 $LITE - over 4%
🔻 $ARM - over 4%
🔻 $NOK - over…↗
Jun 3
JC Investing — HE’S DONE IT AGAIN
$NVDA CEO KEEPS TELLING YOU WHICH STOCKS TO BUY
HE CALLED:
$MRVL AT $200 → 50%
$SNDK AT $270 → 600%
$MU AT $80 → 1200%
NOW HE’S CALLING $META
“NOBODY USES…↗
Jun 3
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
Michael | Hypermarkets — 97% probability $SPY crashes at least 10% after June 15.
There's 4 massive reasons $SPY can't avoid it:
1. Large IPOs like $SPCX will trigger sell off.
Major IPOs drain liquidity…↗
Jun 3
Midas — The 10 Most Talked about Stocks on X Today:
1. $NVDA
2. $MU
3. $SIVE
4. $SNDK
5. $LITE
6. $NBIS
7. $MRVL
8. $DELL
9. $AAOI
10. $IREN
Using @asymmetrix_xyz - the easiest…↗
Jun 3
JC Investing — @JOBhakdi What do you think about $MU still trading at 11-12x for FY28
Not looking to enter here bought my lot at $400 however my brain says to stay out but it’s ran so fast↗
Jun 3
Midas — IMPORTANT 🚨
Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building @asymmetrix_xyz to find these 10x stocks early.
It can easily spot AI bottlenecks and new…↗
Jun 3
Midas — IMPORTANT 🚨
Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building @asymmetrix_xyz to find these 10x stocks early.
It can easily spot AI bottlenecks and new…↗
Jun 3
Midas — 3 Undervalued stocks Leopold Aschenbrenner is indirectly telling you to buy through his latest 13F reports.
However, it's not $MU, $BE, or $NBIS but the following stocks: https://…↗
Jun 3
Midas — I found the next $SIVE at $1, $NBIS at $20, $SNDK at $100, and $MU at $30 using @asymmetrix_xyz
This app can find AI bottlenecks in seconds (see below).
Don't miss out and join…↗
Jun 3
Midas — IMPORTANT 🚨
Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narrativ…↗
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 — New statistical models just dropped across all 300+ charts. The results are already standing out. 6 Elite tier seats remaining.
Just two examples of what the new models are produc…↗
Jun 3
Trade Whisperer — $MU $1062. How do you know if you are you are idiot?
Buys at $62. Sits there like an idiot. Gains +$1,000. Posts about it 5,000 times in between.
I am a crazy rich idiot. Who wan…↗
Jun 3
Shay Boloor — 2026 IS THE YEAR OF MEMORY
• $SNDK +516%
• SK Hynix +245%
• $MU +208%
• Samsung +147%
AI is becoming memory-first as models and agents need longer context, faster retrieval and m…↗
Jun 3
JC Investing — @FlippieFinance I did catch $MU but not last year just at $403 😭↗
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
TheValueist — $NVDA $MU $SNDK $LITE Come on guys at $MSFT . Simply bring back Clippy and call it a day. That’s all people really want.↗
Jun 3
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE TAKEAWAY
The executive order is a strategically important, but deliberately constrained, attempt to convert frontier AI capability into a U.S. cybe…↗
Jun 3
amit — @EHGInvests main difference is $mu fwd pe was always cheap
not the same with $mrvl but maybe it pulls a micron here 😆↗
Jun 2
Midas — 5 undervalued stocks Leopold Aschenbrenner is indirectly telling you to buy through his latest 13F reports.
However, it's not $MU, $BE, or $NVDA but the following stocks: https://…↗
Jun 2
TheValueist — $NVDA $MU $SNDK $LITE You got to think to yourself if SaaS King @RFS_Vista is personally showing up to Computex, the hardwarest of hardware shows, then be on stage with $INTC LBT,…↗
Jun 2
The AI Investor — If you own $1M worth of $MU stock, call option buyers are paying you about $38K for the right to take your shares at around $1,400 within 1 month.
Yes, you get a 'not really free'…↗
Jun 2
AlmaCap — The AI labs and SpaceX are all IPOing to raise funding to accelerate their AI build-outs. Meanwhile the MAG 7 have been funding their buildouts from operating cashflows... that isn…↗
Jun 2
JC Investing — I wouldn’t be surprised if $MU is a $300 stock again VERY SOON
(After a 5:1 stock split)↗
Jun 2
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
Midas — If you missed the huge pump in AI bottlenecks like $SIVE at $1, $MU at $100, and $SNDK at $30...
Don't miss the Energy Armsrace.
Here are 5 stocks that could explode: https://t.…↗
Jun 2
Midas — IMPORTANT 🚨
Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narrativ…↗
Jun 2
Alex A.C. — When Memory majors have been able to x2 the wafer production beyond 2030, the Demand surely will be that same x2 or even higher
So either tightness is here to stay, or a delicate…↗
Jun 2
Trade Whisperer — $MRVL Never seen a weekly candle blow through the upper Bollinger Band like that. Not even $MU.
Jensen holds that kind of power. All eyes on whether this is sustainable.
300+ cha…↗
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…↗
TheValueist — The AI Investment Boom: When Will It Pay Off? https://t.co/238ntY0v6D via @YouTube
$GS $NVDA $MU $SNDK $LITE Highly recommend watching this because it is an excellent reminder of…↗
Jun 2
Alex A.C. — Memory frens, take good note. Supply-Demand situation more tight ahead ==> Prices up ==> Memory names 🚀🪐
$MU SK hynix https://t.co/ZAJdjaBlnb↗
Jun 2
Alex A.C. — @jukan05 HBM4 2027 negotiations with higher prices..... $MU https://t.co/5fl0glCIrm↗
Jun 2
JC Investing — @theFInvestor True but $MU isn’t going anywhere for 5 odd years they’ve secured guaranteed income↗
Jun 2
Lando — @themomentumplay Yeah I think the “easy money” might be gone there, unless it pulls a $MU run. Would really surprise me but who knows. I think there’s better opportunities atm↗
Jun 2
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
InvestmentGuru — Morning Market Pulse
$GOOG raising $80B for AI infra — $30B public offering + $40B ATM + $10B Berkshire private placement. CapEx guided $180-190B in 2026, even higher in 2027. Buf…↗
Jun 2
InvestmentGuru — NeoCloud is emerging as one of the strongest sectors in the market.
The AI race isn’t just about chips anymore. The real bottleneck is compute, power, networking, storage, and dat…↗
Jun 2
Lando — I sold $MRVL at ~$60 when I first started investing. I won’t lie this hurts A LOT.
I also sold $MU at $115 last May/June. Words can’t describe the amount of gains “lost” in the p…↗
Jun 2
Midas — IMPORTANT 🚨
Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narrativ…↗
Jun 2
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $GOOGL Alphabet is proposing an $80 billion equity capital raise to expand its AI infrastructure and c…↗
Jun 2
Michael | Hypermarkets — 2 years ago, I said buy $ASTS at $2 before it spiked to $130+
Recently, I explained why these would explode:
$SNOW $120 → $320
$HPE $30 → $100
$TE $5 → $20
$KEEL $2 → $18
$DELL…↗
Jose Najarro Stocks — $NVDA $CRWV $MU $AVGO $GOOG
GOOGLE JUST TOLD YOU THAT YOU ARE NOT BULLISH ENOUGH ABOUT AI!! https://t.co/fSYsyW1zOF↗
Jun 2
Daave “3 and 30” Tepper — @TShirtnJeans2 @wallstengine Definitely good for $mu and $stx prob for $nvda and $nbis↗
Jun 1
Serenity — I never thought I’d see the day where $GOOGL needs to raise $80b for AI capex…
Then Warren Buffet’s $BRK.A is funding the hyperscaler AI buildout.
- $40B ATM, $30B offerings, Be…↗
TheValueist — $AMZN $NVDA $MU $SNDK $LITE fantastic announcement to drive LLM consumption growth. Great for the GAI infrastructure trade.↗
Jun 1
Trade Whisperer — So it looks like $GOOGL wants to win this AI race but there is a cost to being first. More memory. More GPUs. Stay competitive or fall behind.
$META does not want to lose. Zuck ha…↗
Jun 1
rubicon59 — I don't take analysts too seriously, but FWIW, GS on $MU:
"The market will start to put a more "normal" multiplle on the stock, and MU will continue to re-rate hgher."
Upped E…↗
Jun 1
rubicon59 — $MU is now in the $1T club with the $1.2T MC↗
Jun 1
JC Investing — Friendly reminder :
If $MU traded at the same Fwd PE as $TSM
Micron would be a $2800 stock.. https://t.co/20ldh1O61s↗
Jun 1
Mike Investing — Many doubted that $NBIS would be able to pull a $SNDK, or even $MU type move…
These last 4 weeks have proved those who doubted wrong, & I’m here to tell you this move is only begi…↗
Midas — IMPORTANT 🚨
Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narrativ…↗
Jun 1
amit — SaaS and Semis finally getting a bid together.
$MU hitting all time highs, $CRM breaking out...
While there are still deals that look cheap out there, it's starting to turn into…↗
Jun 1
Michael Sikand 🦑 — $BRUN is surging today.
I loaded this morning on my Asymmetrical Bets fund ($16M AUM following) on @joinautopilot with a 20% allocation at $34.50.
Shoutout @mkfilko for inspirin…↗
Alex A.C. — Future demand for Memory is bright, but study all the details guys!:
"The thing is that most of these workloads are designed for humans, rather than AI agents. We will easily see…↗
Jun 1
TheValueist — $NVDA $MU $SNDK $LITE - My gut reaction is that if Anthropic is filing, the numbers should be strong. Thus a positive for GAI infrastructure trade.
https://t.co/FtrRFoUqmH
Anth…↗
Jun 1
Trade Whisperer — @BigBernard1990 Here's more $MU posting that you hate.
https://t.co/DOqMIitSeA↗
Jun 1
Alex A.C. — @jukan05 And SK hynix has closed above €1,400 in the European market 🔥🙌
In its way to €2,000 (equivalent to $MU at $1,600) https://t.co/3SxwtXckAW↗
Jun 1
Serenity — And a few months later... my $EWY leaps are now up 485%.
From IV expansion and directional memory longs.
Unfortunately I did see a lot of people sell during the Iran volatility…↗
Jun 1
Trade Whisperer — $MU $SNDK $DRAM
Endless memory loop. There is no exit. https://t.co/IASAxvtM0x↗
Jun 1
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
Jun 1
Shay Boloor — $MU is now worth ~$1.2T making it larger than $DIS, $IBM and $ORCL combined. https://t.co/pPCzlzFqCS↗
Jun 1
Trade Whisperer — @BigBernard1990 Do you even read my posts? $NOW is up 36% since I called out. $CRWD is up 20%. You missed the $MU 31% run because you are unable to comprehend English?↗
Trade Whisperer — $MU $1030+ Meh
Up 32% in a week.
Called out at $62. Still calling it a Bargain.
AI Cognitive Capacity does not trade at 10x forward PE forever. https://t.co/8hWuRLDwHY↗
Jun 1
Nick Colas & Jessica Rabe (DataTrek) — Tech is now in a league of its own, +32.7% YTD. This isn't due to its largest holdings: $NVDA (+13.2%), $AAPL (+14.8%), and $MSFT (-6.9%). Rather, it is second tier, AI/Semi relat…↗
Jun 1
Alex A.C. — Goldman Sachs on Memory and Storage:
"Expect supply shortage to persist at least until 2028 and next year to be tighter than this year"
Free way for big Funds to buy $MU SK hynix…↗
Jun 1
Alex A.C. — WS bros are starting to embrace the Re-rate Thesis for Memory names ☺️
Higher P/Es imminent for our favorite Memory&Storage stocks: $MU SK hynis $SNDK 🙌
https://t.co/L7Wqeli…↗
Jun 1
JC Investing — Me calculating how much I’ll make when $MU goes to $1500 next week https://t.co/J1gW7VXD0W↗
SpotGamma — $MU is trading more premium that SPY & QQQ combined.
The last time we saw a single stock consistently do this was July 2024, and NVDA. https://t.co/syJU0SKsnB↗
Jun 1
rubicon59 — $MU bear thesis: “Should have sold at $300 two month ago so that not to face a cyclical drop from $1,000 later.”↗
Jun 1
rubicon59 — Has $MU rerated yet after 2x in a month?↗
Jun 1
Daave “3 and 30” Tepper — Inference demand boom > CPU boom > $ARM boom > SoftBank boom > Masa San spending boom > openai capital raising boom > $nvda / $mu
Inference demand boom > CPU…↗
Jun 1
TheValueist — https://t.co/ikq3UyGnau
$NVDA $MU $SNDK $LITE EXECUTIVE SUMMARY
The GTC Taipei 2026 keynote was a strategically important NVIDIA event staged around Computex in Taiwan and center…↗
Jun 1
Michael | Hypermarkets — CEO $NVDA Jensen Huang says the market got it wrong on software stocks.
This is CHEATSHEET for what Jensen wants you to buy right now:
1. $NOW — ServiceNow
"We're working with C…↗
Jun 1
InvestmentGuru — $MU more than double from here https://t.co/MqWu7E1jbv↗
Jun 1
InvestmentGuru — $MU under one month https://t.co/i6Vwi0yxYx↗
Jun 1
InvestmentGuru — Best setup for today, IMO
$ARM
$MU
$IBM
$PLTR
$NOW↗
Trade Whisperer — $MU hit $1013 overnight 🔥 https://t.co/AFgZBgL1Xy↗
Jun 1
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
The AI Investor — $MU just crossed $1000 https://t.co/utHWnZ13Hs↗
Jun 1
Trade Whisperer — $MU $62 → $1,012 Overnight
$SNDK $200 → $1,740 Overnight
$NOW 36%+ since Tuesday
5,000+ posts. One thesis. You are welcome.
And we're just getting started.
Choose your follows wi…↗
Jun 1
Shay Boloor — $MU JUST CROSSED $1,000 FOR THE FIRST TIME EVER https://t.co/bt1CdL7I9I↗
Jun 1
InvestmentGuru — 15 stocks with bullish setup, I’m watching closely in this market.
$IBM — Legacy giant quietly reinventing itself around AI and hybrid cloud. Consulting + watsonx is a sleeper com…↗
Jun 1
Jukan @COMPUTEX — Micron has broken through $1,000…
(Not SanDisk.)
$MU↗
May 2026 · 630 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
Midas — $IBM
$MU
$NVDA
$ORCL
$ADBE
$MSFT
$AVGO
If this helped you out, follow me for more.↗
May 31
CK Capital — My favorite names in every sector right now. The full conviction list.
Satellite & Space
$ASTS
$RKLB
$OPTX
AI Infrastructure
$NBIS
$PENG
$HLIT
Defense
$EOS.AX
$KRKNF
$OP…
April 2026 · 204 mentions
Apr 30
TheValueist — This is the third quarter I have conducted these LLM-driven read-through analyses. First and foremost, the models have improved drastically, providing better quality output, insigh…↗
Apr 30
Serenity — @iamsattam I said with memory companies like $SNDK or $MU, the repricing happens before the actual earnings. Not actual earnings.
You can estimate it with third party NAND/DRAM Tr…↗
Apr 30
Wayne Liang — Reminder that $SNDK is projected to have 175%+ growth YoY... and they've beaten EPS estimates by ~70% in each of the last two quarters.
This is bullish for everything we've been l…↗
TheValueist — I changed my mind on the last post. There are still a shitload of GAI data centers and GAI products to be built GLOBALLY. Invest accordingly.
$NVDA $MU $SNDK $LITE↗
Mar 31
TheValueist — $NVDA $MU $SNDK $LITE RESEARCH NOTE - Tribal Land Data Centers: Real Pathway, Narrow Funnel — An Energy-First Infrastructure Play for a Select Few
https://t.co/FAcsmg6rx2
Bottom…↗
Mar 31
TheValueist — $NVDA $MU $SNDK $LITE An example of how quickly agentic GAI and autoresearch is moving.
-------------
1. It validates the autoresearch-to-finance thesis we just wrote. QuantAgent i…↗
Midas — Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narratives before ever…↗
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…↗
May 31
PhotonBull — This guy bought $AAOI $SOI $MU before they delivered 3-5x returns in a few months
Now he has switched to being more than all in on $EOS.AX
Big conviction bet here by @TheObserver…↗
May 31
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…↗
May 31
Alex A.C. — I'm going to stop laughing at the Memory&Storage Panicans 🐔🐔🐔 that sold some weeks ago bc "SPs are too high" (🤣) bc is no longer funny the amount of money they are losing…↗
May 31
Midas — Don’t miss the next $SIVE at $1, $SNDK at $30, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narratives before eve…↗
May 31
Alex A.C. — "Micron $MU has reportedly already locked a 5Y deal [of Memory purchases]"
"The new template sets a HIGH FLOOR OFF RECENT AVERAGE PRICES"
Memory is now not cyclical but STRUCTURA…↗
May 31
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~5.0x
• $GOOGL ~3.1x
• $ALAB…↗
May 31
TheValueist — $NVDA $MU $SNDK $LITE - The European data center build out is getting started.
SoftBank plans 75 billion euros of AI investments in France, as Europe struggles to catch up with U.…↗
May 31
InvestmentGuru — Everyone’s asking what to buy in 2026.
The answer’s been in the executive orders the whole time.
The reshoring of America is real. And it starts with the ground-level stuff nobo…↗
May 31
Midas — Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narratives before ever…↗
InvestmentGuru — 10 Best Stocks to Own Right Now
A conviction list built for this market. AI infrastructure. Memory supercycle. Fintech re-rating. Photonics bottleneck. Every name here earns its s…↗
May 31
Midas — Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narratives before ever…↗
May 31
Midas — Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narratives before eve…↗
May 30
InvestmentGuru — SEMICONDUCTORS REMAIN THE BACKBONE
SK Hynix jumped as much as 11%, lifting its market cap above $1 trillion, fueled by surging demand for HBM chips used in AI servers — a run of r…↗
May 30
Midas — IVE BUILT AN APP TO FIND STOCKS LIKE $SNDK at $30, $SIVE at $1, and $MU at $90.
The app already helped me PRINT on:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
This app will help…↗
May 30
Chris — @antibearthesis Don’t forget about his $MU Call gaining 20% overnight↗
May 30
Michael | Hypermarkets — It's 2035, you're a millionaire, you did exactly this in June 2026:
1. Open up a ROTH IRA (or tax-free savings account)
2. Buy stocks Trump is telling you to buy when he says it (…↗
May 30
Trade Whisperer — Analysts, if you have any vision at all, put $MU and $SNDK at least at 18x forward PE. The semiconductor median is 38x right now. 18x is less than half. It's still ridiculously che…↗
May 30
TheValueist — $NVDA $MU $SNDK $LITE Thank you, Rob @boymanrobshit !! I'm definitely working to drive insights and alpha from my GAI Analyst Agents and high-quality datasets. I find the write-ups…↗
May 30
Trade Whisperer — $MU UBS and Susquehanna literally TRIPLED their PTs to $1625 and $1750.
UBS: $535 to $1,625
Susquehanna: $600 to $1,750
D.A. Davidson: $1000 to $1500
Six raises in less than 4 da…↗
May 30
InvestmentGuru — The Market Just Sent a Clear Signal. Are You Positioned?
THE MARKET MADE NEW ALL-TIME HIGHS
The S&P 500 closed at a fresh record of 7,520, the Dow hit 50,644 — its own record clo…↗
May 30
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +614%
2. $AXTI +531%
3. $AEHR +357%
4. $AAOI +354%
5. $NVTS +273%
6. $MU +240%
7. $DELL +234%
8. $BE +228%
9. $DOCN +224%
10. $ARM…↗
Shay Boloor — These AI suppliers are on pace to generate over $500B in operating profit this year:
• $NVDA ~$258B (+98% YoY)
• $MU ~$108B (+104% YoY)
• $TSM ~$95B (+53% YoY)
• $AVGO ~$69B (+171…↗
TheValueist — $NVDA $MU $SNDK $LITE Outstanding interview that provides clear line of sight into how the top institutional TMT investors are thinking about GAI. I as I said below, from my non-sc…↗
May 30
Michael | Hypermarkets — Yesterday, $DELL spiked 45% after its Q1 earnings.
Options exploded 20000%-30000% in 1 day (rare).
Next week, there's 4 earnings with exact same set-up:
1. $CRWD 📅 Earnings: Ju…↗
May 30
Michael | Hypermarkets — $NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Eve…↗
May 30
AlmaCap — This video is 1 month old but still worth a watch, a highlight for me is Elon "We will buy all their chips"
https://t.co/UM45bnITVQ
And people think memory etc is cyclical, we ar…↗
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
The AI Investor — What a week it has been for $MU.
Up 30% from $748 to $971 in just a few days.
Portfolio performance: +105.95% YTD, vs 20.25% of QQQ
Inflated a bit by option premiums, I will wri…↗
May 29
TheValueist — $NVDA $MU $SNDK $LITE my thoughts are very much focused on Computex, NVDA GTC, and the news that may come out. Perhaps the question is what actually moves the needle in the GAI inf…↗
May 29
TheValueist — Looky looky! I'm so honored!! @OpenAI sent me a pen for being an OG of ChatGPT Pro. Thanks, @sama !! I can't wait to see what I will receive on my 5th year anniversary.
$NVDA $M…↗
May 29
TheValueist — $NVDA $MU $SNDK $LITE Good $GS video on current state of tech public equity. Worth a quick watch on 2x.
Can the Tech Surge Continue? https://t.co/cs3BwUF60N via @YouTube↗
TheValueist — The IV has exploded on some of these GAI infrastructure names. This is $MU $DELL 3m 25-delta call IV. I certainly feel like selling it. https://t.co/6NoSFFB6ZV↗
May 29
Alex A.C. — @semivision_tw And $MU pal, and Micron 😌
https://t.co/Px9f12KuVT↗
May 29
Evergreen Capital — To my fellow memory bulls: I am going to share a perspective that is contrary to what many of you may think as it relates to the scarcity of supply.
The whole memory bull case/'…↗
May 29
TheValueist — $NVDA $MU $SNDK $LITE LFG!!
@buzzberg_ai doing some very interesting work mining data with agents on X. I bet they uncover some real and alpha generating insights.↗
May 29
Alex A.C. — Anthropic 💘 Memory Majors
Micron $MU SK hynix and Samsung joins in the $65B funding as STRATEGIC INFRASTRUCTURE PARTNERS 🔥🔥🔥
Do you guys understand what that means? Means tha…↗
May 29
Alex A.C. — @sean_________ With respect for all the shareholders, but the Dell pain is my gain 😂😂😉
$MU UN 🌛↗
May 29
Alex A.C. — Investing firm 'Susquehanna' PTs for....:
- Micron $MU : $1,750 🔥
- Sandisk $SNDK $3,250 😱🔥🔥🔥
The giga experts from a month ago that "I've sold all my Memory and Storage sto…↗
May 29
Shay Boloor — Morgan Stanley says legacy memory market is tightening faster than expected with DDR4 pricing potentially rising another 20% in Q3.
They now see 19% to 20% supply-demand gap in 2H…↗
May 29
Michael | Hypermarkets — 2 years ago, I called out $ASTS at $2. Its up 6500% so far at $130.
My target at least $200+ when $SPCX IPOs.
Right now, $ORCL is the most obvious play. Its earnings is on June 1…↗
May 29
The Future Investors — @smartertrader Is $MU your favorite? 🔥👇
https://t.co/I7tueA8e86↗
May 29
The Future Investors — @GrindeOptions Is $MU your favorite? 👇
https://t.co/I7tueA8e86↗
May 29
The Future Investors — The 4 memory giants powering the AI revolution 🚀
Who’s your top pick for the next 3 years? ✨
Choose your fighter 🥊
$SSNLF $HXSCL $MU $SNDK https://t.co/XLlviTS7Oq↗
TheValueist — $NVDA $MU $SNDK $LITE Not yet, but it's something I think about. The competing factor is that the rapid improvement of LLMs will cause the hardware’s economic value added (EVA) to…↗
The Assembly — This is insane.
May 8th, Donald Trump said "Go out and buy a Dell, they're great."
$DELL is currently up 29% after hours after reporting stronger than expected earnings.
That pu…↗
May 28
TheValueist — $APO $BX $NVDA $MU $SNDK $LITE So, this is why Marc is now deeply plugged into the GAI/tech ecosystem.
(Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. are workin…↗
May 28
JC Investing — POV: Long-term investors seeing 20 year olds becoming billionaires off $MU https://t.co/OsoZUYWFbr↗
May 28
Alex A.C. — I'm a mega giga Memory bear in comparison to analyst firm Nomura 😱 Look at those projections! 🤩🤩
$MU SK hynix 🚀🪐↗
May 28
Alex A.C. — Memory bottleneck is here to stay with us forever 😂😂🔥
$MU SK hynix $SNDK↗
May 28
Shay Boloor — Anthropic reportedly raised $65B at a ~$965B post-money valuation making it the world’s most valuable AI startup.
$MU, Samsung and SK Hynix joined the round as major investors tyi…↗
May 28
Daave “3 and 30” Tepper — bet $mu about to start caring a great deal about new capacity construction impact to water supply, animal migratory patterns and local indigenous mental health...
like a smoked p…↗
May 28
The AI Investor — Just realized something crazy.
$MU has made me more money in 2 months than any other stock I’ve owned… even more than some multi-year periods of NVDA.
Not because MU outperformed…↗
May 28
Jukan @COMPUTEX — Micron EVP and Chief Business Officer Sumit Sadana: Even with all the new investments, meaningful memory chip supply will only start coming online in late 2027 and ramp up in 2028.…↗
TheValueist — $NVDA $MU $SNDK $LITE I absolutely agree with this. Model diversity is key. As the agents/tools and routers become more sophisticated, tasks can and will be delineated for executio…↗
May 28
JC Investing — Can someone tell me why $NVDA has been flat all month when every other Semiconductor stock has ripped?
$MU $SNDK https://t.co/RJ030iqf6L↗
May 28
TheValueist — $NVDA $MU $SNDK $LITE Excellent interview on $APO and the connection between GAI and large-scale infrastructure financing. I’m amazed by how well Marc is integrated into the GAI an…↗
May 28
TheValueist — $NVDA $MU $SNDK $LITE In the early days of BPO/outsourcing, major firms initially partnered with third-party service providers before developing their own offshore teams and capabi…↗
May 28
Dustin — I found the next hidden AI bottle neck stock like $SIVE at $1 / $MU at $100 and no one is talking about.
Just like I called
$NBIS at $20
$ONDS at $1
$ASTS at $20
$IREN at $2.8…↗
May 28
The AI Investor — Funny how people just assume hardware has to be cyclical and software has to be durable.
But back to first principles, there is no law of nature saying that.
If hardware becomes…↗
May 28
TheValueist — $APO $NVDA $MU $SNDK $LITE EXECUTIVE SUMMARY
The source material is an a16z Show interview titled “Private Markets and The Future of Capital Allocation with Marc Rowan,” featuring…↗
May 28
Mike Investing — Leopold Aschenbrenner just bought 12.4M shares of $NBIS, which represents a 5.6% stake of the company.
I’ve been saying this for months, but it’s now more clear than ever that $NB…↗
May 28
Alex A.C. — @citrini Dude has $MU 😂😂 Everyone wants to own Micron 😌↗
May 28
Alex A.C. — @sean_________ $MU $1600 (at least)
$SNDK $2000↗
May 28
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Leopold Aschenbrenner’s Situational Awareness LP, known for its early calls on $BE, $SNDK, and $INTC,…↗
May 27
TheValueist — $NVDA $MU $SNDK $LITE $GEV Watch this video I previously shared if you haven’t already. The new build data center NIMBY momentum is gaining speed. This does a good job at providing…↗
May 27
Midas — Don’t miss the next $SIVE at $1 or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narratives before everyone on X (tak…↗
May 27
Michael Sikand 🦑 — Legendary stock picker @GavinSBaker ($4.1B AUM) dropped some insane bars on All In.
"If you look at the valuations for all these AI [plays], they just can't all be accurate."
"If…↗
May 27
TheValueist — $MU (Bloomberg) Micron is the clearest proof that AI has fundamentally changed memory demand, but any unwind in such a stretched, options-driven stock would hit the SOX index and w…↗
May 27
JC Investing — POV: you bought $MU at $403 before everyone else https://t.co/TGS7juPW2C↗
May 27
TheValueist — $MU Micron is the clearest proof that AI has fundamentally changed memory demand, but any unwind in such a stretched, options-driven stock would hit the SOX index and weigh on broa…↗
May 27
JC Investing — Can someone explain to me like I’m 5 why $MU isn’t $1000 today like it was meant to be? https://t.co/8oUmTnfBwi↗
May 27
Daave “3 and 30” Tepper — turns out it was memory who would choke out ai if they dont chillax
$mu https://t.co/PWHuiMYEJU↗
May 27
Michael Sikand 🦑 — This is insane.
In 1980, a potato farmer J.R. Simplot wrote a $1M check for 40% of a tiny Boise chip startup.
Yesterday $MU hit $1T in market cap.
In 2000, SEC filings showed h…↗
May 27
TheValueist — $NVDA $MU $SNDK $LITE FORWARD-DEPLOYED JOINT VENTURES!!! 😂🤣
I’m dying. Consultants may actually still have jobs post-GAI, but are being renamed out of existence.↗
Alex A.C. — @TradexWhisperer I read the other day a normie saying smth like "I don't believe ppl is holding $MU after a x10"
😂😂 no clown, I'm holding it after a x11, and I'm holding bc I mo…↗
May 27
Alex A.C. — @TheTranscript_ that's what a Supply-Demand shock looks like 😌
$MU UN 🌛↗
May 27
Shay Boloor — All three HBM suppliers are now part of the $3T club
$MU, SK Hynix and Samsung are benefiting as HBM displaces standard DRAM at a ~3:1 wafer ratio while inference, agents and robo…↗
Kuppy — Told my wife that if $MU goes red today, she needs to go to the store and buy all the canned goods they have. Worried for humanity… https://t.co/R42ofH2bzv↗
May 27
Alex A.C. — New category in Memory, beyond the Memory Bears🐻 and the Memory Panicans🐔:
Memory Haters 😡
So frustrated of selling too soon or jealous of other ppl. profits that now invent…↗
May 27
Black Panther Capital — $MU just crossed $1 trillion market cap.
UBS price target: $1,625. Entire 2026 HBM output is sold out.
HBM chips store data next to the GPU.
Moving that data at AI-required sp…↗
May 27
SpotGamma — i understand we're only 45 mins in but premium traded:
$MU $1.9bn
SPX $1.7bn https://t.co/Evb3CXtkaJ↗
May 27
Alex A.C. — @jukan05 - [ $GOOGL $AMZN $META]: "Pls take my money to build more memory factories"
- [ $MU SK hynix Samsung]: "NO" https://t.co/xDij9WtAat↗
May 27
Serenity — Yep, I model financials around every stock I post, I don’t post breakdowns a lot of time to make it more digestible for retail investors to read w/o jargon.
You can see my old $RP…↗
May 27
tae kim — $DRAM ETF up another 4.7%, Micron $MU up another 9% in pre market. It's almost as if triple digit growth, incredible low P/E's and durable multi-year secular growth AI server memor…↗
May 27
SpotGamma — Premarket: +7%
Yesterday: +20%
1-year: +860%
$MU
Its cracked top 10 market cap in S&P500 https://t.co/5XK5lPKKBL↗
May 27
Jerry Capital — Morning $MU +7% https://t.co/GHDChSFM59↗
May 27
JC Investing — $MU woke up and decided to choose violence today
Highly probable we fly past $1000 today folks https://t.co/d5CFILy8Cc↗
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…↗
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
TheValueist — $NVDA $MU $SNDK $LITE I’d be all over this if I could make it. Autoresearch is a massive unlock for LLMs. https://t.co/FWSBYcw8zC↗
May 27
TheValueist — $NVDA $MU $SNDK $LITE Never forget that the sell-side’s primary role is to sell securities. Whether stated directly or indirectly, they exist solely to support the investment bank…↗
May 27
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. UBS raised its price target on Micron $MU to $1,625 from $535 while maintaining a Buy rating, citing s…↗
May 27
Jason Luongo — Stop buying stocks at full price.
Sell a put instead. You collect premium upfront and either keep the cash or buy shares at a lower cost basis.
This can be done on all your favor…↗
May 27
rubicon59 — As discussed, $MU (and ilk) reratiing is under way.↗
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↗
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
mon — This year’s biggest YTD winners are all “physical” sectors (semiconductors, memory, energy, robotics, space), while software, cybersecurity, and financials are the year’s biggest l…↗
May 26
Jason's Chips — $MU became a $1T company today.
$BE will eventually do the same.↗
May 26
Shay Boloor — You can find my full $MU moat breakdown video here:
https://t.co/T7JKP9MIMs↗
May 26
Alex A.C. — @RihardJarc There you are the re-rate 😂😂👌 And I tell you the x2 is still short..... I bet for a x3 $MU https://t.co/pVtU6D3MfN↗
May 26
Shay Boloor — $MU hit a $1T valuation today because the market is waking up to the idea that memory may actually become one of the core infrastructure layers of the AI economy.
The catalyst was…↗
May 26
Alex A.C. — @sean_________ Re-rate thesis for Memor names: happening in front of our faces 🔥🔥🔥
See you in the next x2-x3 (I hope a x3 😅🤞)
$MU Micron SK hynix $SNDK Sandisk 🚀🪐↗
May 26
unusual_whales — BREAKING: These option traders have made more than one billion dollars IN PROFIT!
Yes, you read that right.
On March 31st, Micron $MU bulls placed nearly $50-$60 million on the $…↗
May 26
Alex A.C. — @insane_analyst Pal, I bought both early past year ( $MU earlier). I don't need any options 😘↗
May 26
JC Investing — @2147mill $MU is the majority of my portfolio so…↗
May 26
rubicon59 — Does anyone remember the great TurboQuant memory panic of April ‘26? $MU >2x since 😱↗
May 26
The AI Investor — My new Portfolio Updates as $MU is up 21% today and has just passed the $1T milestone.
AI Buildout Risks, NVDA, MU, FLKR, options
Read it here:
https://t.co/GrtXNCdN0z↗
Tigris 会讲课教授是好老师 — 为何 $MU 暴涨突破万亿，在于市场认为他的周期性进一步推迟，通过长协价格。
这个我之前已经说过了。那时候不涨流量也不高
$MU 又预测赢麻了
“please please too much winning”
我会说, ‘No it isn’t. We have to keep winning. We have to win more.↗
May 26
JC Investing — @tagtraeumerx I did check my previous posts about $MU I bought at $403 been saying to buy since then↗
KawzInvests 🦑 — Memory is up almost 200%+ since the March TurboQuant $GOOG panic when everyone said the supercycle was over.
Classic Jevons paradox. In 1865, William Jevons noticed that more effi…↗
May 26
Shay Boloor — @RetailKingsETF $MU creating generational wealth to shareholders the past couple years↗
May 26
Shay Boloor — $MU JUST BROKE ABOVE $900 FOR THE FIRST TIME EVER https://t.co/dYWaLla1QP↗
Serenity — And now… $MU finally hits a $1 Trillion marketcap.
I did say this looks like the next $NVDA given how memory demand looks structural with AI.
This stock probably made a lot of mi…↗
Daniel Koss — Yeah this post doesn't really make sense because recurring, high margin revenue at a low PE ratio is exactly what value investors should love.
$DRAM $MU↗
Shay Boloor — $NVDA is now worth more than $AVGO, $AMD, $MU, $QCOM, $TXN, $INTC, $AMAT, $LRCX and $KLAC combined.
Thats what happens when one company sits at the platform layer of AI and captur…↗
May 26
Shay Boloor — These 2027 $MU leaps I bought just two months ago are now up nearly 10x 🤯 https://t.co/2q3bmgX2ub↗
May 26
rubicon59 — In celebration of the Memorial day? $MU +17%, $KXIAY +14%, $SNDK +7.5%↗
May 26
Michael Sikand 🦑 — Congrats to the 730+ investors following my "Memory Supercycle" portfolio on @joinautopilot with $5.3M.
$MU surpassed $1T in market cap today.
The port is up ~11% this morning.…↗
May 26
Shay Boloor — A $10K investment in $MU at the IPO would be worth ~$9.2M today 🤯 https://t.co/eMpeTW04ch↗
May 26
InvestmentGuru — $MU 148%
$AAOI 101%
$RDW 206%
Up in my portfolio https://t.co/cJhhEwe4En↗
Nancy Pelosi Stock Tracker ♟ — Micron's stock is up 15% today
Three politicians bought $MU this year and none have sold:
• Cleo Fields (D): Up ~106%
• Tony Wied (R): Up ~107%
• John Fetterman (D): Up ~168%
Fe…↗
The Future Investors — Which of these two memory giants will be the first to reach a $1 trillion market cap? 🤔📈
🇰🇷 SK hynix $HXSCL
🇺🇸 Micron Technology $MU https://t.co/o1xXRjjeiX↗
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
TheValueist — $NVDA $MU $SNDK $LITE Great $GS interview of a senior partner at Advent and worth watching. Solid incremental insight into how a mega-cap PE firm thinks about GAI for internal and…↗
May 26
Shay Boloor — @VanquishTrader Huge for $MU and Samsung as well↗
May 26
TheValueist — $NVDA $MU $SNDK $LITE This is a very cogent and intelligent critique of GAI. Good explanation on why people outside of the GAI inner circle are so opposed to it. One immediate take…↗
May 26
The Future Investors — $MU Micron jumped +7% in pre-market after UBS raised its price target from $535 to $1,625 🚀
UBS believes long-term AI memory agreements with hyperscalers could make Micron’s earn…↗
May 26
TheValueist — https://t.co/lG5HOrDg5X
$NVDA $MU $SNDK $LITE This is impressive coding by @buzzberg_ai and demonstrates the power and speed of GAI agentic use cases. I've personally seen the ben…↗
InvestmentGuru — Overnight market strength is flowing directly into the future-tech sectors.
Storage & Semiconductor names are moving higher across the board:
$MU +5%
$SNDK +3%
$MRVL +3%
$AMD +2%…↗
Midas — Don’t miss the next $SIVE at $1 or $MU at $100:
I’m building an app to find these 10x stocks early.
Don’t miss out generational wealth and join the waitlist here:
https://t.co/…↗
May 25
Midas — If you missed out on $SIVE at $1 or $MU at $100, don’t miss the next:
I’m building an app to find these 10x stocks early.
Don’t miss out generational wealth and join the waitlis…↗
May 25
Midas — I found the next hidden AI bottle neck stock like $SIVE at $1 / $MU at $100 and no one is talking about.
Just like I called $NBIS at $20, $ONDS at $1, $ASTS at $20, and many othe…↗
May 25
amit — @AimUsurper Great point, reminds me of some of the $MU insider buying before it took off↗
May 25
InvestmentGuru — PORTFOLIO holdings UPDATE — May 2026
$PLTR — AI operating system with government + commercial compounding. The original conviction hold.
$CLS — Advanced packaging demand accelera…↗
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 25
CK Capital — If Trump is saying buy. $MU
Why not.
Glad i’m at least in $DRAM https://t.co/vyEe14Yjrt↗
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
JC Investing — Good day to be a $MU investor
$1000 is coming very soon https://t.co/p1ESRyUNvZ↗
May 24
Serenity — AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections.
You're not bullish enough.
And it might be a good idea to stay exp…↗
May 24
TheValueist — $NVDA $MU $SNDK $LITE My Analyst Agent did some work for you @aleabitoreddit . I’ll update the analysis again as more responses come in. The power of GAI.
POWER SEMI / 800 VDC CRO…↗
May 24
Shay Boloor — $MU, Samsung & SK Hynix are now expected to generate $646B in operating income in 2027 turning memory into one of the biggest profit pools in the AI infrastructure stack.
HBM is d…↗
May 24
Wayne Liang — $MU thesis continues to validate itself.
Since I last posted about Micron...
> Manassas Virginia $2B+ expansion just started 1α DRAM production. The most advanced memory tech eve…↗
TheValueist — $AEHR $SNDK $MU $000660 $005930 EXECUTIVE SUMMARY
AEHR’s HBF narrative has moved through 3 distinct phases. In Q1 FY26, HBF was introduced as an emerging AI memory architecture th…↗
May 24
InvestmentGuru — QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post.
PURE-PLAY QUANTUM
$IONQ → Trapped-ion leader. Best-in-class qubit fidelity. Customers include Airbus, AstraZeneca,…↗
May 24
TheValueist — $NVDA $MU $SNDK $LITE Excellent insight into how the top of $GS thinks about current markets AND GAI impacts both internally and externally. Waldron comments make me even more bull…↗
May 24
Shay Boloor — President Trump praised $MU at his New York rally by calling Micron “great.”
Micron’s NY megafab is becoming a centerpiece of the U.S. push to bring advanced memory manufacturing…↗
May 24
Michael | Hypermarkets — Top 12 winners for 2026 with catalyst
1. $AXTI +761%
Catalyst: $632M equity raise to double indium phosphide capacity. Pure-play AI optical infrastructure InP substrates are the…↗
May 24
InvestmentGuru — THE THEMATIC WATCHLIST — 2025 EDITION
Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇
AI
→ $GOOGL $PLTR $NVDA $…↗
May 24
TheValueist — $NVDA $MU $SNDK $LITE If you listened to the last $AEHR conference call, you’d know HBF is much closer to commercialization than the market comprehends.
https://t.co/EfbH8OiGSk
E…↗
May 23
TheValueist — $NVDA $MU $SNDK $LITE Interesting product from $DOCN . The cloud providers are offering value added services to strengthen their competitive position.↗
Michael | Hypermarkets — 4 years ago, $NVDA was at $20 when everyone said its too high now, we missed it.
It's up 1000% now at $200+and probably another 100% from here.
This is exact same for:
• $MU
•…↗
May 23
Michael | Hypermarkets — Pay attention, President Trump telling you to buy and hold $MU.
Last year, he said to buy $INTC at $20. It’s going to be 1000% winner.
This week he said to buy $DELL, $NOW, $ORCL…↗
May 23
JC Investing — All $378 of my x payout is going into $NVDA
Toss up between that and $MU but Micron is my largest holding https://t.co/mJ3dhrn9Lh↗
May 23
Serenity — I don't post dollar amounts because they don't matter.
What matters is return %. Speaking of that...
YTD: 3840.39%.
I'm probably the only one in the world. Who called out mul…↗
Shay Boloor — $MU CEO Sanjay Mehrotra said Micron can only supply ~60% of what key customers are requesting as AI demand creates an unprecedented memory shortage.
Every wafer shifted into HBM c…↗
May 23
The Future Investors — $MU Micron started production of its advanced 1α DRAM memory in Virginia 💾 🇺🇸
The $2B expansion is part of Micron’s $200B U.S. investment plan and will significantly boost dom…↗
May 23
Ray Wang — $MU Sanjay on Bloomberg: "The company plans to quadruple production at the Manassas facility specifically for DDR4 memory using 1a technology."
Hmmm. https://t.co/m3oKc8uKv9↗
May 23
InvestmentGuru — My Top 5 AI Semiconductor Watchlist
The AI infrastructure buildout is still in full swing — and these 5 names are on my radar right now.
$MU
→ HBM demand from AI training/inferen…↗
May 22
unusual_whales — Micron Technology, $MU, CEO said he expects the memory chip shortage to extend beyond 2026.↗
May 22
Shay Boloor — $MU CEO SEES MEMORY CHIP SHORTAGE LASTING BEYOND 2026 https://t.co/mi9qi9fdSp↗
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
Shay Boloor — $MU has started manufacturing 1-alpha DRAM at its Virginia fab calling it the most advanced memory technology ever produced in the U.S.
The expansion will quadruple DDR4 wafer sup…↗
May 22
AlmaCap — Most investors still aren't pricing what this IPO wave does to semiconductor demand:
> $SPCX: S-1 filed, c.$1.75T, raising ~$75bn
> OpenAI: c.$900bn, ~$30bn round
> Anthropic: c.$…↗
May 22
Jason Luongo — Everyone's chasing the next $MU, but the real bottleneck is and will continue to be energy security.
Nuclear is the only baseload source that can scale fast enough to meet what's…↗
May 22
Jason's Chips — This is unfortunately not possible and the memory shortage is going to keep going on.
SRAM made on logic nodes is 6T1C so each capacitor or bit needs 6 transistors to store while…↗
Serenity — ??? $RDDT is literally lower IQ than $IREN investors?
I didn't do all this research on $AXTI ...
Just for you all to make 380% on it, call it a $MU memory competitor and then a…↗
May 22
Dustin — I may have just found the next 10x stock like $SNDK / $MU and no one has talked about it yet.
Just like I found:
$ONDS at $1
$NBIS at $20
$RKLB at $16
$IREN at $2.80
$KEEL at $1.2…↗
May 22
TheValueist — $NVDA $MU $SNDK $LITE Good interview by @JaredKubin of @franklinkeller . I haven’t heard of Frank or his fund prior to this piece. Interestingly, and perhaps good for him and perha…↗
May 22
InvestmentGuru — 10 Most Exciting Stocks
1. $SNDK (SanDisk)
The top-performing stock on Morningstar’s coverage list in 2026 — up a staggering ~464% YTD as flash memory demand for AI data centers…↗
May 22
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE SUMMARY
The podcast is a 29:36 Dwarkesh Patel conversation recorded at a Jane Street Texas data center with Ron Minsky, who co-leads Jane Street’s…↗
May 22
InvestmentGuru — $MU
$CRDO
$AAOI
$AXTI
$MRVL
all green today↗
May 21
TheValueist — $NVDA $MU $SNDK $LITE $GOOGL Straight from the horse’s mouth. Bullish GOOGL and the GAI infrastructure trade. Yet, they still have much more to figure it out for broader enterprise…↗
Midas — THIS IS INSANE
I may have just found the next 10x stock like $SNDK / $MU and no one has talked about it yet.
Just like I found:
- $ONDS at $1
- $NBIS at $20
- $RKLB at $16
I’…↗
May 21
Daave “3 and 30” Tepper — Hey guy, we already know the tickers
influencers publishing paid ai slop while getting conflicted with perks from hardware manufacturers and sellers
follow the anons instead and…↗
May 21
TheValueist — $NVDA $MU $SNDK $LITE Set aside all the FUD and misinformation for a moment. Think to yourself: what must overall GAI demand be if NVDA can go from $0 to $20 billion in revenue in…↗
May 21
TheValueist — $INTC $NVDA $MU $SNDK *INTEL INTRODUCES SUPERCLAW HYBRID AGENTIC AI SOLUTION
https://t.co/pcgkXcj9LN
Introducing SuperClaw - a Hybrid Agentic AI Solution Designed for AI PCs, Agen…↗
May 21
Midas — AMD $AMD
Solaris $SEI
Intel $INTC
Core Scientific $CORZ
Bitdeer $BTDR
Micron $MU
Sandisk $SNDK
Babcock and Wilcox $BW
Cleanspark $CLSK
T1 Energy $TE
Bloom Energy $BE
ASML $ASML
Cor…↗
May 21
Shay Boloor — $MU is one of only three companies on earth that can supply HBM at the volume and spec $NVDA VR200 demands.
The supply constraint has gotten so severe that memory content alone no…↗
May 21
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE CONCLUSION
Exhibit 3 shows a step-function increase in rack-level dollar content from GB300 NVL72 to VR200 NVL72, with the estimated rack bill risi…↗
Midas — $20.2M of $AMD
$62.5M of Solaris $SEI
$8.9M of Intel $INTC
$389.1M of Core Scientific $CORZ
$29.8M of Bitdeer $BTDR
$5.9M of Micron $MU
$724.4M of Sandisk $SNDK
$19.9M of Babcock a…↗
May 21
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $NVDA reported a massive Q1 2026, with revenue reaching $81.6 billion, up 85% year over year. Data Ce…↗
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
Jose Najarro Stocks — $NVDA $AMD $MU
What every semiconductor AI stock investor waiting for Nvidia Earnings Report is doing right now. https://t.co/2UrFkMjqTM↗
May 20
unusual_whales — Micron, $MU: “Our financial outlook has strengthened since our last earnings call. We're on track for another substantial record free cash flow in fiscal Q3.“↗
Tigris 会讲课教授是好老师 — 三星4万8工会18天罢工博弈进展，这是波动但是短期正面消息
书中自然有黄金屋，我 $MU 又预测赢麻了
“please please too much winning”
我会说, ‘No it isn’t. We have to keep winning. We have to win more.
当然最为半导体产业链上游核心瓶颈资产，一路向北的上涨…↗
JC Investing — Samsung workers due to go on strike over compensation
This is bullish for $MU
https://t.co/PgPGBBOtcE↗
May 20
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE OVERVIEW
The analyzed source is the Invest Like the Best / Colossus conversation officially listed as Episode 473, “Gavin Baker - Watts and Wafers,…↗
May 20
Shay Boloor — $MU said its financial outlook has strengthened since the last earnings call and it is on track for another record free cash flow quarter in fiscal Q3.
Micron also expects tightne…↗
May 20
Jason Luongo — 3. $MU - Micron Technology
Fiscal Q2 revenue $23.86B, up 196% YoY. HBM fully sold out for 2026 under binding contracts. Already in volume production of HBM4 for NVIDIA's Vera Rubi…↗
May 20
TheValueist — $NVDA $MU $SNDK $LITE Given how well the xurl/X API works, I'm thinking about plugging in my Analyst Agent into my sub channel and letting people pepper it with questions 24/7. I…↗
May 20
TheValueist — $NVDA $MU $SNDK $LITE A follow on to this: switching to HTML output for my @openclaw Analyst Agent is a massive productivity improvement.
The process begins with a single request…↗
May 20
Shay Boloor — $GOOGL I/O 2026 made it clear that Gemini is becoming the operating layer across Search, Android, Chrome, Workspace and agent workflows.
If Google shows real AI Search monetizatio…↗
May 20
Daave “3 and 30” Tepper — not a bottleneck bro- well I was on $mu $sndk $stx and $wdc - just earlier than most to the high quality pumpers.
$acmr IS a “bottleneck” in so far as China WFE onshoring - but th…↗
May 20
InvestmentGuru — 10 AI Infrastructure Stocks I’m Watching for the Long Game
1. $MU — Memory Is Now a Strategic Asset
Micron posted record Q2 FY2026 revenue of $23.86B — nearly 3x the same quarter…↗
May 20
TheValueist — $NVDA $MU $SNDK $LITE $META VERY SMART. Always invest behind the psychopath. You will probably do alright. Bridgewater should be the best in the world at this data gathering and mo…↗
May 20
TheValueist — $NVDA $MU $SNDK $LITE This is a remarkable unlock, and I let you all in on the secret. @openclaw can automatically extract videos, then analyze the individual frames and transcribe…↗
May 20
InvestmentGuru — $AMD is doing exactly what $MU did — and most investors still haven’t connected the dots
When $MU pivoted from commodity DRAM to HBM, the market was slow to re-rate it. Then it ri…↗
May 19
TheValueist — $NVDA $MU $SNDK $LITE This is interesting. It's like disposable agents or temporary agents in a sandbox. Seems like a different perspective from @openclaw or @NousResearch↗
May 19
Raging Capital Ventures — Run, don't walk, to listen to this interview if you're investing in memory $MU $SNDK
NVDA's Ross argues that if memory prices stay high, engineers will devote a large portion of t…↗
Dylan Patel — Breaking: Andrej Karpathy just filed his Q1 2026 13F.
Here's everything you need to know about his recent 13F Top 10 positions:
1. VanEck Semiconductor ETF - $SMH - [Put] — $2.04…↗
May 19
CK Capital — I take that back.
It definitely happened. $MU $SNDK↗
May 19
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE OVERIVEW
Long-dated, 2-year out-of-the-money call options and private equity-style buyout investments both express a high-conviction, asymmetric un…↗
May 19
JC Investing — $MU has dropped from $818 to $665
Who’s buying the dip? https://t.co/WAynrCNxe2↗
CK Capital — Yea just act like this post never happened. $MU $SNDK https://t.co/DGdAeYjzXx↗
May 19
Shay Boloor — $NVDA earnings tomorrow are an ecosystem event and basically a read-through on the entire physical AI supply chain:
• Cooling: $VRT
• Foundry: $TSM
• Optical: $COHR, $FN
• Power:…↗
May 19
TheValueist — $NVDA $MU $SNDK $LITE Read this and watch @GavinSBaker ‘s Sohn interview. Outstanding and inside baseball read on what is transpiring in the GAI infrastructure trade. I agree with…↗
May 19
CK Capital — Is memory back?
$MU $SNDK https://t.co/SWwgDaaNvy↗
May 19
The Future Investors — Memory was always very cyclical 📉
AI and HBM may be changing that 🤖
Is this time really different… or just another cycle peak? 👀
Check it out in the article below 🔥👇
$MU $H…↗
May 19
TheValueist — $NVDA $AMD $MU $SNDK $LITE NVDA Vera CPU is here. I have a feeling they will do a very good job at blowing this out through their established sales channels and attaching it to lar…↗
May 19
Michael | Hypermarkets — $SPY will crash 10%-20% in this year (again).
It'll be painful when $SPY sells off from $750 towards $650.
Here's 9 stocks to add for 10x-20x gains:
1. $NOW buy zone $80-$85.
A…↗
May 19
TheValueist — $NVDA $MU $SNDK $LITE I still don't believe people and the market comprehend how many trillions of dollars will be spent on new build GAI infrastructure globally over the coming de…↗
May 19
TheValueist — $NVDA $MU $SNDK $LITE Outstanding interview of Johnathan Ross. Watch if you want to know how GAI will evolve in the years to come.
The Inference Revolution: Groq, Nvidia and the F…↗
May 19
InvestmentGuru — The AI Semiconductor Watchlist — “At Some Point, This Becomes a Buy”
$MU — HBM memory sold out through 2026 and the AI memory supercycle is just getting started. The 52-week range…↗
May 19
JC Investing — @stockmindsweb I think so as well, we’ve just been going through a re rating, and a slight pull back and profit taking in the market however $MU will be $1200 EOY↗
May 19
TheValueist — $NVDA $MU $SNDK $LITE Whether you want to believe it or not, we are still in the bottom of the 1st inning of the GAI infrastructure buildout in the US and globally.↗
May 19
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Markets whipsawed throughout the day as Iran headlines shifted. Premarket stocks turned sharply green…↗
May 18
Mike Investing — The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…
These 5 layers include:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & C…↗
May 18
CK Capital — Stocks I think are deeply undervalued right now and will re rate.
My conviction list.
$PENG — $48. NASA. US Air Force. US Navy. $NVDA and $AMD partner. Photonic memory optionali…↗
May 18
TheValueist — $NVDA $MU $SNDK $LITE Straight from a man that runs a multibillion dollar equity l/s HF. 13fs also don’t necessarily reflect the economic impact of derivatives accurately, as well.…↗
May 18
JC Investing — POV: you realise $NVDA is worth $5.5T and do $200B a year and $MU is going to do $200B in FY2027 https://t.co/2WWqNBC7MQ↗
May 18
The Future Investors — Very interesting conversation where Jensen Huang and Michael Dell explain how AI is structurally changing the memory industry 💾👇
$NVDA $DELL $MU $HXSCL https://t.co/SGcfvRdgBA↗
May 18
Carolyn Boroden — $MU watching to see if any buy triggers come in around the symmetry support at 658 area.... https://t.co/G96NcDAVpv↗
Nick Colas & Jessica Rabe (DataTrek) — The US large cap Tech sector is up +32.6% QTD, with no other group up by even 10%. The strength here is primarily due to second tier semi names: $MU (+114% QTD), $AMD (+108%), and…↗
May 18
AlmaCap — Honestly the strike is noise vs what's actually moving the market, and it's a one-off event anyway. I'd price in Samsung workers getting a Hynix-equivalent deal eventually and move…↗
May 18
JC Investing — Can someone tell me why $MU is under $700 I thought it was meant to be $1500 by now ? https://t.co/oQ2FD7sysq↗
May 18
CK Capital — Rough week for memory.
Time to add? $MU $SNDK https://t.co/VcYBIygLck↗
Michael | Hypermarkets — 🟢 NEW POSITIONS (he's now long the chip complex)
$AMD MI450 GPU cycle incoming, hyperscaler locked
$NVDA still buying Blackwell dips
$MU HBM4 memory supercycle play
$TSM TSMC,…↗
May 18
Jason's Chips — Leopold released his 13F and uhh... WHAT IS THIS?
Puts in $SMH $NVDA $ORCL $AVGO $AMD $MU $TSM $ASML
Bro turned into Michael Burry
However, the fact that he was in these positio…↗
May 18
Daniel Koss — @babyfolio The 13F shows he had both $MU puts and calls. We don’t know the actual net view because 13Fs don’t show strikes, expiries, premiums, or whether the options were sold aft…↗
May 18
Shay Boloor — LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT
New positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ.
Added to AI power and compute names incl…↗
May 18
TheValueist — $285A $SNDK $MU $000660 $005930 KEY READ-THROUGHS FROM KIOXIA FY2025 FINANCIAL RESULTS AND FY2026 Q1 GUIDANCE
Kioxia’s FY2025 results and FY2026 Q1 guidance provide one of the cle…↗
May 18
TheValueist — $285A $SNDK $MU $000660 $005930 EXECUTIVE ASSESSMENT
Kioxia’s FY2025 Q4 earnings release was an exceptionally positive fundamental event, driven less by volume recovery and more b…↗
TheValueist — $NVDA $MU $SNDK $LITE India GAI market is on fire. Question is how best to capitalize on its growth?
(Economic Times) -- Nvidia is in advanced talks to lead a $20 million funding…↗
May 18
TheValueist — $285A $SNDK $MU $000660 $005930 (Bloomberg) -- Kioxia shares were untraded and were set to rise to its daily upper limit, or ~16%, after the Japanese memory chips maker’s 1Q operat…↗
May 17
Cobra — I’ve only seen this setup 1st time in 6-7 years 👀
I’m putting $1,000,000 in this SINGLE stock
Very similar to $MU that made millionaires
$10,000 → $100,000 in a single day
Thi…↗
May 17
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE OVERVIEW
The DayOne potential IPO report describes a potentially material capital-markets event for Asian digital infrastructure, but it remains an…↗
May 17
TheValueist — $NVDA $MU $SNDK $LITE What starts on Wall Street, filters down to Fortune 500, and eventually to Main Street. That is always the way. Think BlackBerry c. 2001.
The question is: wh…↗
May 17
Kevin Maro — @TheProfInvestor Huge $NBIS bull but $MU is too obvious right now↗
May 17
InvestmentGuru — $NVDA EARNINGS INCOMING
Next week is not just a print — it’s a macro event for the entire AI trade.
→ Blackwell demand visibility is the #1 watch item
→ Data center revenue guide…↗
May 17
Wayne Liang — $NVDA drops earnings on May 20th after close, and as usual, it's carrying the entire market on its back...
$SNDK reports reaffirmed the memory layer of the supercycle. $AMD valida…↗
May 17
Shay Boloor — What $10K became in three years:
• $AAOI ~$1,105,000
• $SNDK ~$386,610
• $QBTS ~$362,050
• $RGTI ~$335,400
• $RKLB ~$275,600
• $VRT ~$237,600
• $LITE ~$209,310
• $BE ~$201,060
• $…↗
May 17
Daave “3 and 30” Tepper — @DavidRio453630 in truth, peg has become irrelevant for $mu because long term profit growth is negative from here. this profit is clearly unsustainable in the long run. most the pr…↗
May 17
TheValueist — $NVDA $MU $SNDK $LITE I love that @WeAreHRT and @JaneStreetGroup are now publishing competing videos to show off who has the better GAI data center. All great things for the GAI i…↗
May 17
InvestmentGuru — 5 STOCKS BUILT TO LEAD THIS MARKET
The names institutions are watching. The names retail is sleeping on. Here’s why these five aren’t just holdings — they’re market leaders in the…↗
May 17
The Assembly — Billionaire David Tepper just made a new $179 million bet.
Appaloosa Management's latest 13F filing is out.
And there's a big new position in Sandisk, $SNDK.
Tepper bought in fo…↗
InvestmentGuru — One AI Supercycle -
10 Layers. 10 Tickers.
Layer 1 — Power | $BE
A single AI data center can consume 100–500MW. The US grid wasn’t built for this. Bloom Energy sits at the inter…↗
May 16
TheValueist — $NVDA $MU $SNDK $LITE Don’t forget about the power and future development of autoresearch.↗
May 16
TheValueist — $NVDA $MU $SNDK $LITE Interesting. It seems like this will further drive LLM commoditization by bringing additional scale to @UnslothAI . All good things for the GAI infrastructure…↗
JC Investing — Let’s settle the debate $MU or $SNDK ? 👇🏻 https://t.co/Dic7xqeSzA↗
May 16
TheValueist — $NVDA $MU $SNDK $LITE If the GAI infrastructure ecosystem gaps down on this NIMBY data center new build FUD, I’m increasing my long exposure.↗
May 16
TheValueist — $NVDA $MU $SNDK $LITE I’ve seen multiple people share that there is a coordinated effort by the CCP to clandestinely build NIMBY campaigns against new build data center projects. V…↗
May 16
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +657%
2. $SNDK +493%
3. $AAOI +446%
4. $AEHR +393%
5. $DOCN +222%
6. $BE +218%
7. $NVTS +199%
8. $INTC +195%
9. $VIAV +189%
10. $WD…↗
Michael | Hypermarkets — These 5 stocks should 100%-400% by holding it until 2030-2035:
1. $GOOG — analyst consensus strong buy, avg PT ~$600, with bulls targeting $550. I used $550 as a 2030-horizon bull…↗
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…↗
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE SUMMARY
The transcript is best interpreted as direct evidence that frontier AI infrastructure has moved from a hyperscaler and model-lab phenomenon…↗
May 16
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE ASSESSMENT
OCaml is a mature, high-level, compiled, statically typed functional programming language from the ML family. Its strategic value is not…↗
May 16
JC Investing — Rough few days for AI and semis
$INTC down 12%
$MU down 9%
$NVDA down 4%
Is it over? https://t.co/3NCXcfWuAX↗
Midas — IVE BUILT AN APP TO FIND STOCKS LIKE $SNDK at $30, $SIVE at $1, and $MU at $90.
With this strategy I already found:
$NBIS at $20
$ONDS at $1
$RKLB at $16
This app will help every…↗
May 16
InvestmentGuru — Weekend Dip Dive: The Dips Worth Watching
Market closed red across the board today. Nasdaq -1.54%. S&P 500 -1.24%. Dow -1.07%.  Inflation fear, rising yields, oil above $104, no I…↗
May 15
Serenity — @beauty_oe I forgot $NBIS and $MU too, that would be #25. I'm losing count.↗
May 15
Shay Boloor — Stanley Druckenmiller fully exited his $GOOGL position last quarter and initiated new positions in:
• $AVGO ~$61M
• $SNDK ~$24M
• $INTC ~$18M
• $ARM ~$16M
• $NET ~$11M
• $MU ~$8M…↗
May 15
TheValueist — $NVDA $MU $SNDK $LITE Damn, NVDA is getting on the Hermes Agent @NousResearch bandwagon as well. Looks like a neck-and-neck battle with @openclaw now. I have them both installed an…↗
May 15
Shay Boloor — DDR5 MEMORY PRICES UP NEARLY 10X
DDR4 is older memory that was being phased out but it's spiking too as $MU, Samsung & SK Hynix shift wafer capacity from conventional memory into…↗
May 15
InvestmentGuru — 0DTE Watch — If Market Bounces Today, It’s monthly OPEX Friday. Futures red. Inflation fear. But dip buyers have shown up 7 weeks straight. If the bounce comes — here’s where the 0…↗
May 15
Midas — IVE BUILT AN APP TO FIND THE NEXT $SNDK and $MU.
With the app I already found:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
You will be able to find 10x stocks in seconds wit…↗
May 15
Midas — I’ve built the app to find the next $SNDK and $MU.
This app is going to revolutionize investing + trading forever.
I’m working with ex-Meta engineers on it.
LETS PRINT TOGETHE…↗
May 15
Midas — I’ve built an app to find 10x stocks early like $MU, $NVDA, and $SNDK.
The strategy that I used to find $NBIS at $20, $ONDS at $1, $RKLB at $16.
This app will also find AI bott…↗
May 15
Midas — IVE BUILT AN APP TO FIND THE NEXT $SNDK and $MU.
This software already helped me find $NBIS at $20, $ONDS at $1, $RKLB at $16.
When it releases i’ll drop the link here.
Fol…↗
May 15
Midas — I found the next 10x stock like $SNDK, $MU, and $SIVE.
Just like I called:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
I still believe a market CRASH is coming so i’m waiting to…↗
May 15
Midas — i called $NBIS at $20 and i’m posting my next banger here.
It’s going to be bigger than $SNDK, $MU, $SIVE, etc.
A truly asymmetric play.
Many will regret not finding me sooner…↗
May 15
rubicon59 — Nvidia Vera Rubin ramp in H2 2026 should turbo-charge $MU unit/volume growth via HBM shipments. #SecondWind↗
May 15
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $CBRS Cerebras opened about 75% above its expected IPO price of $185, giving the AI chip company a rou…↗
May 14
Black Panther Capital — 🚨THE BEARS HAVE BEEN WRONG ABOUT THE SAME THING FOR THREE YEARS.
And they’re about to be wrong again.
Morgan Stanley just raised their S&P 500 target to 8,300.
Year-end 2026 ta…↗
May 14
TheValueist — $NVDA $MU $SNDK $LITE ANALYSIS OF INVEST LIKE THE BEST: “INSIDE ANTHROPIC’S $100 BILLION AI COMPUTE COMMITMENT | CFO KRISHNA RAO”
SOURCE MATERIAL AND PARTICIPANTS
The source mate…↗
TheValueist — $NVDA $MU $SNDK $LITE This is unbelievable. What are the costs and resources needed to file over 300 bills in local jurisdictions? You know what's probably even crazier? They used…↗
May 14
JC Investing — POV: when you realise $NVDA was a $3.5T company when they did $40B a quarter and $MU will do $40B in Q4 https://t.co/0n16ELGRu3↗
Jason Luongo — 10 stocks within the AI infrastructure stack that you need to be aware of:
1. Power - $BE
2. Chips - $NVDA
3. Memory - $MU
4. Optics - $LITE
5. Cooling - $VRT
6. Photonics - $AAOI…↗
May 14
Jose Najarro Stocks — $AMD $NVDA $MU $NBIS $CRWV AI SEMICONDUCTOR INVESTORS THIS IS A CRUCIAL MESSAGE!
If you are serious about AI and Semiconductor Investing, I 100% would recommend @fiscal_ai. It's a…↗
May 14
TheValueist — $NVDA $MU $SNDK $LITE $AMD $INTC Wild coincidence (maybe not wild)! I set up my first sandbox on @e2b last night with/for my @openclaw . We are deep programming now, baby! Sandboxe…↗
May 14
TheValueist — $NVDA $MU $SNDK $LITE I did not really understand what “headless” meant until I got my @openclaw setup running in January.
This is going to be one of the most important architectu…↗
May 14
AlmaCap — Happy aschenbrenner day to those who celebrate.
Very much hoping he’s got a large bag of $MU.↗
May 14
rubicon59 — @ericgold34 On this list, probably $MU and SK, but got to watch for the end of the memory cycle and not get trapped.↗
May 14
The AI Investor — What's your $MU price target ? Mine is quite conservative.
https://t.co/IWgMTFLXG1 https://t.co/ONEPgvQxOS↗
May 14
TheValueist — Good video from $MS . As I've said countless times on this app: Intelligence is a Mountain Without a Top. Intelligence is the only product in human history where if the marginal co…↗
May 14
The AI Investor — This was my post at the bottom of the Iran war crash.
Well I didnt sell, but I also didnt use leverage.
$MU is more than 2x in just 1.5 months. https://t.co/aiQMk84dWi↗
May 14
Cobra — I’ve only seen this setup 1 time in 7 years 👀
I’m putting $1,000,000 in this SINGLE stock
Very similar to $MU that made millionaires
$10,000 → $100,000 in a single day
This is…↗
May 13
TheValueist — $NVDA $MU $SNDK $LITE Let's let this sink in... Right now, I can't imagine living without at least five bots I can chat with and talk to using voice. In 10 years, I believe I won't…↗
May 13
JC Investing — When do you think $MU will reach $1k a share? https://t.co/0ya0I1XIhP↗
May 13
The AI Investor — $MU - the fragility is real after betting big on something like DRAM recently and digging into all kinds of numbers and scenarios, from GPU HBM demand to CPU DRAM projections, plus…↗
May 13
TheValueist — $NVDA $MU $SNDK $LITE Very interesting launch and a perfect use of GAI-driven coding and workflows. The US air traffic control system is extremely antiquated, with much of the tele…↗
May 13
The AI Investor — I guess Vivek was behind me this time:
Bank of America analyst Vivek Arya nearly doubled his price target on Micron on Wednesday, raising it from $500 to $950.
Meanwhile, I publi…↗
May 13
The AI Investor — $MU - did you listen to me?
FY2027 EPS estimate is $102.58
at $800 a share, it's still about 8x forward multiple. https://t.co/cEXATWfoam↗
May 13
TheValueist — $NVDA $MU $SNDK $LITE Outstanding interview on BBG TV right now with TPG partner David Trujillo on the launch of DeployCo with OpenAI. Very believable. Mega-cap PE will be the tip…↗
May 13
Michael | Hypermarkets — 4 investing skills you need to know until 2030:
1. buy dips on strong companies only $TSLA $NVDA $MU $AAPL $GOOG $AAPL $AMD
2. recoveries will be V-shape bounces
3. all sell-off…↗
May 13
InvestmentGuru — Many green in my portfolio today
$QS
$SOUN
$MU
$AAOI
$VLN
$NOK
$RR
$DGXX↗
May 13
Shay Boloor — Air Force One has officially landed in China with President Trump, $TSLA CEO Elon Musk and $NVDA CEO Jensen Huang onboard.
Other CEOs reportedly joining the trip:
• $AAPL CEO Tim…↗
May 13
Michael | Hypermarkets — Trump just landed in China with the most powerful CEO's for President Xi:
Get ready for SPY target $800+ (revised from $780).
🍎 Tim Cook — $AAPL
Apple manufactures ~90% of iPho…↗
May 13
Michael | Hypermarkets — FREE swing trading cheatsheet (bookmark this and print it off)
PRO-TIP:
- In this bull market, focus on swing trading super strong companies like $TSLA $AAPL $NVDA $SPY $META…↗
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
BULL OF BRITAIN — You all understand that if Trump managed to open up China.
Every up and down stream supplier of $NVDA, $AAPL, $ORCL, $TSLA, $MU and $QCOM is going to fucking rip from the Chinese…↗
May 13
AlmaCap — If Samsung’s workforce goes on strike then what do you think happens to memory supply? And memory prices?
Ps. Demand isn’t going on strike
Pps. I like SK Hynix, $MU, $SNDK
Ppps…↗
May 13
Daniel Koss — @TomSzczypka give me $mu 2.0 and i'm happy↗
May 13
Evergreen Capital — This time is indeed different for memory, because the demand drivers have created a seemingly open-ended and self-reinforcing cycle:
1. Bigger models require significantly more me…↗
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 12
Mike Investing — The $NVDA CEO, Jensen Huang has been literally telling you to buy these 2 sectors before they boom:
Data Centers - $IREN, $NBIS, $CRWV
Software - $NOW, $ADBE, $DDOG
If you misse…↗
May 12
Antonio Costa — $MU $1020 calls for Set19
Shorts are done !! https://t.co/UtmrsZIOTn↗
May 12
mon — Stocks don’t move in straight lines and the market is proving that today.
Memory Stocks:
$SNDK -9.54%, $MU -8.21%, $DRAM -10.60%
AI Data Centers:
$NBIS & $WULF -4%, $CIFR -3…↗
JC Investing — Can someone explain to me like I’m 5 why $MU is crashing?
(We haven’t seen these levels since last week) https://t.co/0uWlyq6qy0↗
May 12
TheValueist — I wish I were as smart as @ScottWu46 , but I am not. That is why I will have 5 or more GAI Agents attached to me for the rest of my life. Got to backfill where I can.
$NVDA $MU $S…↗
May 12
InvestmentGuru — The 2026 Memory Market May Extend the Supercycle
AI training, inference, and data center buildout are keeping memory demand structurally elevated — and the full stack is worth watc…↗
May 12
InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board
Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA.
Here’s…↗
May 12
InvestmentGuru — ANTHROPIC REVENUE TRAJECTORY IS BREAKING MATH
→ Jan 2025: $1B ARR
→ Dec 2025: $9B ARR
→ Apr 2026: $30B ARR
That’s a 30x in 15 months.
One analyst is now projecting $100B by end of…↗
May 12
InvestmentGuru — $MU feels like we might see healthy pullback tomorrow https://t.co/XggyWHGT65↗
May 12
The AI Investor — $MU PT raised to $1,000 at Deutsche Bank.
After recent investor meetings with Micron IR executives, Deutsche says AI is fundamentally reshaping the memory industry and reducing ma…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here’s a full recap:
1. The $SPX S&P 500 and $QQQ Nasdaq closed at fresh all-time highs today, even with oil spiking and U.S.-…↗
May 12
Cobra — Trump said go buy $DELL
Well I say otherwise I’ve only seen this setup 1 time in 6 years 👀
I’m putting $1,000,000 in this SINGLE stock
Very similar to $MU that made millionair…↗
May 11
InvestmentGuru — Lots of runners in my portfolio today
$NBIS
$TSLA
$QS
$MU
$AAOI
$RKLB
$DGXX
$KEEL
and many more. When you stay patient with high conviction names, the market eventua…↗
May 11
Shay Boloor — Six months ago, $MU was a $300B company that many thought was already at peak earnings.
This past week, it added another $300B in market cap in five days.
You probably shouldn’t…↗
May 11
Serenity — For Towa (6315):
Earnings are very nuanced. I got the current ER "Beat" wrong in my original thesis (short term), my bad.
But it's an amazing structural long and setup for H2 202…↗
May 11
Michael Sikand 🦑 — $MU is worth $900B today.
It has added $300B in market cap in just 5 days.
But it's still trading at just a 7x forward PE.
If you need a quick primer, this video explains why th…↗
May 11
IvanaSPEAR — Memory is no question a bottleneck - but prices are also up 7X…
Even if demand is 5x the key question is how sustainable is this pricing
$MU $SKHynix $Samsung https://t.co/X5Nt…↗
May 11
The Future Investors — Memory stocks are a great example of why price alone tells only part of the story 💾 📈
• Price: +264%
• NTM EPS: +386%
• P/E multiple: -21%
Despite massive rallies, many memory…↗
amit — my general take on this question around fomo is pretty simple
“should I buy $MU at $800?”
well, if you buy it here and are not ECSTATIC to buy it 20-30% lower on a dip, then you…↗
May 11
TheValueist — $NVDA $MU $SNDK $LITE HTML output for long-form @openclaw responses is a game-changer. Below in the comments is the CSS template I am currently using; instruct your agent to use it…↗
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
TheValueist — $NVDA $MU $SNDK $LITE I took @JaredKubin 's analysis screenshot and the $CRBS S-1 as the starting point, and asked GPT 5.5 Pro Extended Thinking to build a detailed IPO analysis, i…↗
Black Panther Capital — I took a position in $PENG today.
Here is why and my PT:
> 2026: $93 base / $124 bull
> 2027: $160 base / $210 bull
From $44 today. That is a 5x if the re-rate completes.
The m…↗
May 11
TheValueist — $NVDA $MU $SNDK $LITE Weren't FDEs simply called consultants 3 years ago? All good things for the GAI infrastructure trade and for OAI employees to get paid.↗
May 11
TheValueist — $LITE $NVDA $MU $SNDK All of the GAI TMT Four Horsemen are now in $QQQ
(Bloomberg) -- Lumentum shares rise as much as 5.1% in premarket trading on Monday after Nasdaq announced th…↗
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
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…↗
AlmaCap — SK Hynix up 15.50% today and America just waking up! $MU $SNDK
Is this not what you came for anon? https://t.co/t3MjTfdk1t↗
May 11
rubicon59 — My guess is $MU will rerate to >15x on EPS >$100 before too long. But only god really knows.↗
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
InvestmentGuru — AI IS THE MEGA-DRIVER
→ 1 ChatGPT query ≈ 10× the electricity of a Google search
→ Hyperscalers have announced nuclear PPAs exceeding 10GW since 2023
→ The wave thesis plays out in…↗
May 11
Serenity — Just two months ago.
Everyone on X was bearish on $EWY, $MU, Sk Hynix, Samsung, saying Korean markets / Memory was like the "Silver Bubble".
And that LNG/Helium/Oil fears would t…↗
May 11
InvestmentGuru — $MU ~0.4x PEG
Micron posted $23.86B in revenue in fiscal Q2 2026 — up 196% YoY — with DRAM revenue alone rising 207%. Their 2026 HBM supply is already sold out under long-term cont…↗
May 11
TheValueist — $NVDA $MU $SNDK $LITE The real breakthrough here on the horizon is not that GAI can generate fundamental research. It is that fundamental research can be living and no longer needs…↗
May 11
Midas — I feel bad for anyone who is 80% or more invested in the stock market.
Few understand that the largest market CRASH is coming.
That is why i’m building an app to find these 10x…↗
CK Capital — $MU and $SNDK open up big green.
Cant wait for the $DRAM open tomorrow. https://t.co/1looFcDZwd↗
May 11
InvestmentGuru — Overnight Market Movers
Optical communications heating up:
$LITE +7% after joining the Nasdaq-100 effective May 18 — AI data center bandwidth trade remains strong.
Memory stocks…↗
TheValueist — The GAI TMT Four Horsemen Index ( $NVDA $MU $SNDK $LITE ) hit an all-time high on Friday's close, up 210.1% YTD. It is the best performing my custom equal-weight sector indexes. If…↗
May 11
The AI Investor — $MU is up again in overnight trading. https://t.co/JnyspwFvA2↗
May 10
The AI Investor — "the market overreacted to MU’s capex. In a normal market, it would be quite typical for the stock to go up 20% after the last earnings."
The market never forgets to give buying o…↗
May 10
mon — If you are not able to buy $DRAM, then just buy the top 5 individually.
They account for 85% of the ETF.
1. $MU Micron Technology – 27.33%
2. SK Hynix – 26.37%
3. Samsung Electro…↗
May 10
rubicon59 — Wouldn’t surprise if the gap keeps
widening after 2030. $MU $SNDK
“Morgan Stanley is essentially saying it is a structural gap that widens every year through 2030.”↗
May 10
rubicon59 — $MU at 10x next quarter’s annualized EPS vs $WDC at 40x makes no sense.↗
May 10
AlmaCap — We saw rumours of SK Hynix being courted by hyperscalers last week.
How long do you think market participants take to react anon??
> Alma Cap: anticipated it, already positioned…↗
May 10
TheValueist — Thank you! Read our write-up, friends! You will become a better investor. They have recently been enhanced with additional data sources and greater depth.
$NVDA $MU $SNDK $LITE↗
May 10
Shay Boloor — $MU quarterly profit is expected to expand from ~$2B to nearly $36B in just over two years.
That is what happens when AI turns memory into a bottleneck across HBM, DRAM & storage…↗
May 10
Serenity — Is it just me…
Or does it feel like everyone on X or $RDDT made millions off of $INTC, $MU, and $AMD recently? https://t.co/CWEt5rcusn↗
May 10
TheValueist — @WisprFlow, you should raise the maximum snippet size above 4k characters. This appears to be a simple adjustment. I have many LLM prompts that are significantly longer than 4k cha…↗
May 10
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $INTC ~2.8x
• $LRCX ~2.0x
• $KLAC…↗
May 10
CK Capital — People keep saying they missed the memory trade.
They have not even seen the beginning of it.
Here is the reality of what is actually happening.
AI training needs HBM. AI infere…↗
May 10
InvestmentGuru — EVERY BUCK STOPS AT ENERGY — The Bottleneck Nobody Talks About Enough. The real constraint on AI isn’t chips. It isn’t bandwidth. It isn’t capital.
It’s electrons.
Here’s the full…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
May 10
mon — We don't own enough memory.
> HBM capacity sold out through 2026 across all major suppliers (SK Hynix, $MU, Samsung).
> Market TAM projected to reach $100B by 2028, up from $35B…↗
May 10
unusual_whales — Holy.
Look at this.
These Micron, $MU, 400 calls are up from $18.65 to $328.
These $TSM 370 calls from $14.15 to $52.5.
Unusual. https://t.co/8TkhSEkUpB↗
May 9
Mike Investing — The $NVDA CEO has been literally telling you what to buy…
In 2025 Jensen called out:
$NBIS at $21 & is now up 840%
$APLD at $3 & is now up 1,400%
$TSM at $180 & is now up 135%
$MU…↗
May 9
mon — $DRAM - This is an extremely concentrated ETF.
Normally I avoid ETFs, but this is genuinely great.
Top 5 positions account for 85.74%:
1. $MU Micron Technology - 27.33%
2. SK hyn…↗
May 9
Serenity — Just a TLDR of recent semi developments:
1. $TSM pushing hard CoPoS - VisEra/others might go brrr earlier than expected.
2. $AAPL goes with $INTC for semi production, which is a…↗
May 9
Tigris 会讲课教授是好老师 — @wangmingzhuback @4Cwzy 也不好说。他要是真的这个价位买了all in $AEO 还真有魄力，说不定挣大钱呢，当然他挣钱亏欠都不会和我分钱。不知道去年那个质疑我all in $MU 的怎么样了，发没发财。↗
May 9
Wayne Liang — So I posted $MU back in August 2025 when it was sitting around ~$118, calling a soon-to-come reversal from that choppiness.
Two weeks later, the first https://t.co/r8G8UwUxO6 buy-…↗
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
TheValueist — https://t.co/HXVkBfsxiX
$GS with another high beta podcast. This one is actually good and worth listening to. My Analyst Agents can replicate 90% or more of everything this GS QIS…↗
May 9
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +612%
2. $SNDK +558%
3. $AEHR +382%
4. $AAOI +327%
5. $DOCN +241%
6. $INTC +238%
7. $BE +200%
8. $VIAV +187%
9. $WDC +179%
10. $MU…↗
May 9
Mike Investing — The AI super cycle is currently in year 4 out of 15, meaning we are still very early on!
Many who know & capture the next phase cycles will become millionaires.
Phase 1 is offici…↗
May 9
Michael | Hypermarkets — Cathie Wood says inflation will go under 2% in 2026.
SPY will spike from $730 to $1000+ in a few years.
Cathie says (in her latest video):
Manufacturing going up (flatbed deman…↗
May 9
TheValueist — $NVDA $MU $SNDK $LITE I transitioned my internal analyst-agent workflow from plain text (.txt/.md) outputs to native HTML generation. As soon as I read @trq212 's post, it became o…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 9
InvestmentGuru — $MU. $SNDK. $AMD.
All ran hard. None of them are done.
Here’s why -
$MU @ $746 | Forward PE: 7.5x
→ 100%+ EPS growth projected in FY2026
→ Only US-based advanced memory manufactu…↗
May 9
InvestmentGuru — THE MEMORY SUPERCYCLE — and you can play it with ETFs right now.
4 tickers. Different risk levels. Same mega-theme.
$DRAM — +80.3% YTD
→ The pure-play memory ETF
→ SK Hynix 26%…↗
May 9
mon — $SNDK, $MU, $DRAM SK HYNIX
If you feel like you missed the memory stocks, don’t feel too bad. There’s always another runner. I’ve been saying this for a while now, I think DRAM is…↗
rubicon59 — Do we still remember the TurboQuant memory panic? $MU↗
May 9
The AI Investor — $MU NTM PE has been rising from 3x to 8.3 in 5 weeks.
The higher the PE is the cheaper the stock, don't forget that!↗
May 9
The AI Investor — Citi lowered $MU PT from $510 to $425 right at the bottom has to be the funniest joke of the year!↗
May 9
The AI Investor — New ATH, +60.24% YTD
$MU up 2.32x since the low on Mar 30, 2026.
$321 to $746 in ~5 weeks!↗
May 9
unusual_whales — Simultaneous $MU and $TSM flows back on March 31st, totaling $65M and $55M in premiums respectively.
Over 30,000 contracts traded on the $MU 400c 6/18 and over 38,000 contracts tr…↗
Jose Najarro Stocks — Sooooo did chips win?
$AMD $NVDA $QCOM $MU $TSM
Sorry, this might be the toppy top style tweet, but let me enjoy the moment. https://t.co/xmSGWP6SHG↗
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…↗
AlmaCap — My whole portfolio is ripping all at once - literally almost everything I have called over the last few months is up 50%-200%+ since signal and 15-20% today!
$SOI, $LPK, $IQE, SEO…↗
May 8
Michael | Hypermarkets — The AI supercycle is no longer about $NVDA
AI is no longer ONLY GPU driven.
As AI agents begin reasoning, scheduling, retrieving memory, calling tools, and operating software aut…↗
InvestmentGuru — $MU 100% from entry https://t.co/LCc5wJqG7E↗
May 8
amit — absolutely wild Friday
semis took a literal 4-hour breather yesterday before coming back
software down again
and rocketlab literally going to the moon
bulls in control
$AMD $M…↗
May 8
Nancy Pelosi Stock Tracker ♟ — Fetterman's trade just keeps getting better
His Micron $MU buy from 3/30 is up +122%
Fetterman sits on the Commerce Committee, which directly oversees CHIPS Act funding
Coincide…↗
May 8
Michael | Hypermarkets — The AI supercycle is year 3 of 15 only.
Pay attention, you're not late!
This is a buy-and-hold infrastructure cycle.
These are the catalyst for every layer:
PHASE 1 — COMPLETED…↗
May 8
JC Investing — What price will $MU be when they beat Q3 earnings on June 24? https://t.co/1bSGxtPxMO↗
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…↗
May 8
Shay Boloor — $MU just became an $800B company for the first time ever as inference demand turns memory into the bottleneck layer of the AI economy.
Micron is now officially bigger than:
• $AMD…↗
May 8
Shay Boloor — @PolymarketMoney What a legendary $MU dip opportunity that $GOOGL
TurboQuant headline created last month 😅↗
May 8
Shay Boloor — @VanquishTrader Wild $MU might become a $1T company this year↗
May 8
TheValueist — Whatever GAI compute-related product is developed over the next decade will 100% require SSDs and DRAM, and a significant portion will also require HBM. You can put money to work i…↗
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
AlmaCap — SK Hynix, "being aggressively courted by big global tech firms with offers to invest in its new production lines and fund purchases of pricey manufacturing tools as they rush to se…↗
May 8
The AI Investor — $MU Memory DeepSeek moment was a really great opportunity
Too bad I didnt use leverage after so much of hardword analyzing the situation 🫣↗
The AI Investor — Portfolio New ATH
+55.04% YTD
$MU new ATH $700
$NVDA ATH $217
Congrats all members, I know some of you bought calls / $NVDL / $MUU during the dips 🍻
I chickened out a bit 😂↗
May 8
Shay Boloor — $MU IS ABOVE $700 FOR THE FIRST TIME EVER https://t.co/Tb7BuUJNAL↗
May 8
JC Investing — @grok @ThierryBorgeat So sell $MU when fwd PE reaches 40? 😆↗
May 8
JC Investing — @ThierryBorgeat @grok what was $MU PE before its run up in 2000 and at the peak↗
May 8
JC Investing — He looks like he’s regretting not buying $MU sub $400 https://t.co/CjyQti77aR↗
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↗
May 7
JC Investing — My biggest regret so far this year is not buying enough $MU sub $400 https://t.co/3KzLVcOU6Q↗
May 7
Evergreen Capital — Another reason to be structurally long memory: the ~90% discount of KV-cached tokens to standard tokens.
KV-cached tokens cost far less because they avoid reprocessing through th…↗
May 7
TheValueist — You can’t compete with this algo machine. You must have a high conviction, rock-solid, long term view.
$NVDA $MU $SNDK $LITE↗
May 7
The Assembly — Semi sector today:
$INTC -2.85%
$MU -4.06%
$SNDK -6.17%
$AMD -4.56%
$SOX -3.2%
So much for forward returns. https://t.co/ni9iR0ZtTn↗
TheValueist — $NVDA $MU $SNDK $LITE The marginal value of attending GAI conferences has declined sharply over the past 3 months.
The issue is not reduced interest in GAI. It is that LLMs and ag…↗
May 7
Shay Boloor — A $10K investment in $MU at the IPO would be worth ~$4.6M today.
Getting that return required surviving multiple 50%+ drawdowns along the way. https://t.co/m1U9LRlmPh↗
May 7
Jerry Capital — @grok @PythiaR @grok will $MU stock go up or down over next 5 years↗
May 7
Shay Boloor — @FuturumEquities We absolutely crushed the $INTC, $MU and $NBIS thesis↗
May 7
Michael | Hypermarkets — The AI supercycle is year 3 of 15. You're still super early!
Millionaires will be made by knowing whats coming and being patient. This is buy and hold market.
Pay attention, we j…↗
May 7
InvestmentGuru — Black swan innovations that could destroy today’s AI bottleneck trade (HBM, GPUs, power infrastructure):
Everyone is crowded into the same AI scarcity trade:
GPU scarcity → $NVDA…↗
May 7
Daniel Koss — @TradexWhisperer I genuinely believe that a majority of people calling $MU SKH and Samsung HBM cyclical think that they are selling USB sticks, so it's a pure commodity, but AMD is…↗
May 7
The AI Investor — My portfolio just hit a new all-time high today.
YTD: +49.32%
1Y: +191.96%
The craziest part? Just over a month ago, it was still red YTD. While the YTD return is not as high as…↗
May 7
Mike Investing — We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK,…↗
May 7
JC Investing — @Investinc_Intel I get you man, $MU is still cheap imo I’m still buying just gotta be quick↗
May 6
JC Investing — “Micron ($MU) will be $2000 a share by the end of the year” - Micron CEO (probably) https://t.co/RtIczE483e↗
JC Investing — My TL is FULL of everyone winning with $MU recently
And I love it 💰↗
May 6
Jason Luongo — 5. $MU - Micron (Memory)
AI runs on memory and Micron is the US leader. Q2 revenue hit $23.9B - up 196% year over year. Already shipping HBM4 aligned with NVIDIA's Vera Rubin plat…↗
May 6
JC Investing — $MU Could genuinely go from $600->$700 within 24 hours https://t.co/F2h6527git↗
May 6
Tech Fund — "Shortages are spreading from Memory to wafers, CPUs, optics" - $ANET
Gross margins will be coming down due to silicon price inflation. Expect all companies reliant on silicon an…↗
May 6
NoLimit — This is absolutely insane.
$MU is up 1000% in just over a year.
That's a 10x on a $700 billion company.
A move like that on a stock this large is rare to see in any cycle.
Here…↗
May 6
InvestmentGuru — 5 AI Infrastructure names I’m still buying on pullback
$MU
Hit a new 52-week high of $640 on strong hyperscaler demand signals and bullish analyst revisions.  HBM market growing…↗
May 6
InvestmentGuru — Capital rotation is getting louder in semis and AI infrastructure. Money is flowing into names like
$MU, $SNDK, $AMD, $ARM, $CRDO, $MRVL, $INTC, $AAOI, $ALAB, and $TSEM.
The mar…↗
May 6
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
The Future Investors — Samsung has officially become the first memory chip company ever to reach a $1T market cap 🚀
Micron and SK hynix are both closing in fast, with market caps around $750B 📈
The b…↗
TheValueist — $NVDA $MU $SNDK $LITE this is a brilliant observation. I don't know a thing about actual computer programming (my
@openclaw does however) but I can (still!) sure as hell make a da…↗
InvestmentGuru — $MU let’s see if it double in one month, need $706
$AAOI already double from
Entry in one month↗
May 5
CK Capital — We are watching the most generational run ever with memory stocks.
This is absolutely insane. $MU $SNDK↗
May 5
AlmaCap — Thought I'd step back from bull posting on memory stocks, and have a look at the AI infrastructure stack at a birds-eye view - obviously loads of these aren't comparable.
What do…↗
May 5
TheValueist — $NVDA $MU $SNDK $LITE RESEARCH NOTE - Sub-Quadratic Sparse Attention and the Long-Context AI Cost Curve
https://t.co/kUVJ1o0Uu9
Bottom Line: Sub-quadratic sparse attention is an…↗
May 5
JC Investing — @JohnTinsman $MU will be a $1000 stock very very soon↗
May 5
JC Investing — When you realise…
You bought a house last year for $500k with a $50k deposit
That same $50k invested in $MU instead?
Now worth ~ $340,000 https://t.co/Z8Q5o2pOBE↗
May 5
The AI Investor — Another day, another ATH.
YTD: +37.87% (intra-day)
$MU broke out to a new ATH of ~$640
On track to 3x performance of the $QQQ this year. https://t.co/3YkgVWhVys↗
May 5
The Future Investors — Impressive visual from @LeverageShares
It shows just how far ahead Nvidia is in profitability versus the rest of the semiconductor industry.
Expected FY2026 net profit 💰
🟢 $NVD…↗
May 5
Daniel Koss — I can't believe I wrote this article only 46 days ago!
People said HBM is at the peak.
Since this "peak":
$MU up another 52%
SK Hynix up another 41%
Peak is not peaking.↗
May 5
Shay Boloor — AI has turned semiconductors into one of the most profitable sectors in the market:
• $NVDA owns main AI compute layer
• $AVGO monetizes custom silicon, networking & connectivity…↗
May 5
CK Capital — We have witnessed some of the most insane gains ever in the last year from these 2 sectors.
Photonics:
$AAOI up 1200%
$LITE up 1500%
$COHR up 380%
$AXTI up 7500%
Memory:
$MU up 7…↗
May 5
TheValueist — $NVDA $MU $SNDK $LITE Anything is possible. We’ve seen what happens when capital runs unchecked—China built entire cities with no occupants. That’s the historical warning.
Now her…↗
May 5
Carolyn Boroden — $MU pretty well extended....the timing tells us to ratchet up stops on longs..... https://t.co/xCyvnXjqmu↗
May 5
CK Capital — Will it ever stop???
$MU $SNDK https://t.co/MZ4CZ6LkL9↗
May 5
CK Capital — After this, $MU dropped to $320 post earnings.
Since then a 100% run up.↗
May 5
The AI Investor — $MU just shipped a 245TB SSD.
This is now the highest-capacity commercially available SSD ever from Micron Technology.
Key point isn’t just capacity, it’s density:
→ 82% fewer r…↗
May 5
AlmaCap — $DOCN amazing earnings today....the $888m equity raise will be going directly into more semiconductors
Worth noting $DOCN positioned as "AI-Native Cloud for inference and agentic…↗
May 5
The AI Investor — $MU - and then 2x of the 2nd largest company one week later↗
May 5
The AI Investor — This has to be the funniest comment about $MU
😂😀↗
May 5
Jerry Capital — Rihard calling a top in the $MU $META spread↗
May 5
Serenity — I’m just watching everything from $EWY to $SNDK go up enormous amounts…
Even $MU is up 12% today.
Uhhh… YTD is getting a little ridiculous. https://t.co/FJKQjq8YJk↗
May 5
The AI Investor — So people really prefer $MU at 6x forward P/E over 3x forward P/E.↗
Jason's Chips — @insane_analyst Still remember your post about Rosenblatt and $MU with the Elmo thumbnail lmao↗
May 5
JC Investing — POV: you’re an $MU investor today https://t.co/3STKbcbgFi↗
May 5
SpotGamma — massive call premiums in. dominating the options complex today
$MU $SNDK $INTC
the chase extends↗
May 5
Evergreen Capital — Memory stocks still look cheap. As the sector reprices higher, a helpful reminder on the specific role memory plays within the new token economy: it is integral in unlocking longer…↗
May 5
TheValueist — This is important. GAI is now a public good.
$NVDA $MU $SNDK $LITE↗
May 5
AlmaCap — Honestly just buy memory stocks guys, you will probably make 2.00x+ your money by year end if not more - no need to gamble in small caps:
> Really low valuation multiples
> Major…↗
May 5
Shay Boloor — These 2027 $MU LEAPS I bought just 5 weeks ago are now up more than 5x 🤯 https://t.co/tD17lGodk2↗
May 5
TheValueist — $NVDA $MU $SNDK $LITE Feels like these @harvey guys are already getting disintermediated. How come you need 500+ legal agents?? Setting up and testing Mike is on my to-do list. Whe…↗
May 5
JC Investing — $MU $600+ in pre market today
$1000 is VERY soon https://t.co/Zaii0rCsmp↗
May 5
InvestmentGuru — $MU unstoppable in this market. https://t.co/gxDifGT60f↗
May 5
The AI Investor — $MU - Another key point is that current estimates are based on past DRAM prices. We all know prices are going up significantly; we just don’t know when they will stop.
This means…↗
May 5
InvestmentGuru — Markets are seeing broad profit-taking as geopolitical tensions in the Middle East add pressure and uncertainty. Selling can accelerate fast when headlines hit, especially after a…↗
May 4
InvestmentGuru — $MU — added this one near $353 and it’s sitting near ~60% open gain. One of the strongest performers in the entire market right now and the thesis is only getting louder. https://t…↗
May 4
Mike Investing — The White House alongside Congress have quiet literally been telling you what sectors to buy:
Rare Earths ~ $USAR, $MP, $UUUU
Neo-cloud ~ $NBIS, $CRWV, $IREN
Memory ~ $MU, $SNDK…↗
May 4
TheValueist — The GAI Four Horsemen Index hit all-time high today, closing up 168.8% YTD. $MU $SNDK $LITE all hit all-time highs today. $NVDA continues to be dog this year; next print on 5/20/26…↗
May 4
CK Capital — For a long time the best way to get $SK Hynix and Samsung exposure was $EWY.
I rotated out to buy into what I believe is the more asymmetrical play.
$DRAM launched 5 weeks ago an…↗
May 4
AlmaCap — The IPO pipeline for 2026 is essentially a queue of semiconductor buyers:
> Anthropic: rumoured c.$50bn raise at c.$900bn pre-IPO, Oct '26 listing target
> SpaceX: confidentially…↗
May 4
TheValueist — $MU $SNDK $000660 $005930 $STX $WDC $NVDA DeepSeek DualPath and the Memory-Fabric Bottleneck in Agentic AI Inference
https://t.co/y5oP3Ed1tb
https://t.co/Tjhy6NXyuH
Bottom Line:…↗
May 4
InvestmentGuru — $SNDK and $MU
look unstoppable right now.
Momentum is strong, demand remains solid, and the trend is clearly in favor of the bulls. Semis continue to lead.↗
May 4
TheValueist — $MU $SNDK $000660 $005930 $EWY Another essential watch on HBM/DRAM/NAND/HDD from @semidoped technical experts. I concur with their insights and the investment implications for the…↗
JC Investing — @NotA_Bull Proj EPS growth this year 600% and Fed PE is single digits.. anyone calling it overvalued, block them you just have to be careful if bottleneck one day is released or co…↗
May 4
Wayne Liang — Okay so $SNDK earnings played out exactly as expected, with liquidity flowing down the entire chain.
Now where should we put our money?
So we have $AMD earnings in 2 days... 99%…↗
May 4
JC Investing — $MU sitting at $560 ahead of open
This week could be huge $600+ https://t.co/x4kpy3bJAc↗
May 4
InvestmentGuru — $MU overnight new ATH https://t.co/pfn2mCumBu↗
May 3
JC Investing — If you bought Micron stock at the beginning of the year, you outperformed Bitcoin for the past 5 years
$MU https://t.co/OI1LHW7Gqt↗
May 3
Mike Investing — The best way to get rich in 2026 is by simply owning the entire AI ecosystem…
Cloud Infrastructure ~ $GOOGL, $AMZN, $MSFT
NeoCloud ~ $CRWV, $NBIS, $CIFR, $IREN
Security ~ $CRWD…↗
May 3
TheValueist — $NVDA $MU $SNDK $LITE The Economics of Frontier AI Inference and Hardware Bottlenecks
Frontier AI inference is constrained primarily by memory bandwidth and rack-scale integration…↗
May 3
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE OVERVIEW
The Reiner Pope interview should be read as a 1st-principles economic model of frontier AI systems rather than as a generic technical lect…↗
JC Investing — @optionscjp And until then I’ll keep my $MU stock thanks↗
May 2
InvestmentGuru — The first Memory ETF just dropped — $DRAM
Top holdings:
→ Samsung Electronics — 25.02%
→ $MU Micron Technology — 24.13%
→ SK Hynix — 23.61%
→ Kioxia — 4.98%
→ $SNDK SanDisk — 4.81…↗
May 2
JC Investing — @cmsinvests Heavy on that $MU bro that company genuinely gets me excited seemed like I was onto something a few months ago and nobody on x was talking about it 🤣🤣↗
May 2
JC Investing — @cmsinvests Facts bro, would not surprise me if $MU is $2000 by 2028↗
May 2
TheValueist — The $GS videos are so high beta. This one is marginal; watch if you have time to fill. This is a guy I would absolutely see replaced by a GAI bot. My one take away is that the larg…↗
May 2
JC Investing — @chris_barish_22 @ktstocks3 Many stocks in that space are a bit high yes but $MU is still undervalued just have a look into them↗
AlmaCap — Korean small caps article, coming soon. 🇰🇷📈
PS. Memory ($MU, $SNDK, SK Hynix / $000660.KS, SK Square / $402340.KS) has been distracting me from this, so can't promise a timelin…↗
May 2
AlmaCap — Photo of me with receipts for evidence:
$MU, $SNDK, SK Hynix ($000660) / SK Square $(402340) https://t.co/UfseLySTti↗
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
TheValueist — Thank you @SireBubblez ! I'm glad you are finding them more than simply helpful!
$NVDA $MU $SNDK $LITE↗
May 2
TheValueist — Further confirmation from the source on how GPT-5.5 was trained. It was on GB200 not G/B300. Not even maxing out Blackwell generation yet. It's worth noting they are using the $ARM…↗
May 2
TheValueist — Let's burn some tokens!
$NVDA $MU $SNDK $LITE↗
TheValueist — GAI ecosystem bullish.
$NVDA $MU $SNDK $LITE↗
May 1
JC Investing — $MU is quickly becoming one of my largest holdings
The forward P/E is sitting at just 9x that’s ridiculously cheap for what this company is set up for
They’re expecting EPS to…↗
May 1
JC Investing — POV: it’s 2028
$MU is at $2,000
$NVDA is at $500
$GOOG is at $700
And you’re still sidelined because you thought the AI top was in 2026 https://t.co/kQwEHieOsi↗
May 1
Wayne Liang — $SNDK crushed their earnings. Typical "sell-the-news" volatility, and we're right back to flat.
Datacenter revenue up 233% YoY... demand is accelerating, as expected. The entire d…↗
TheValueist — This SNDK f'er flips green. It traded below $1000 post last night!
$NVDA $MU $SNDK $LITE https://t.co/PbyKaq13ZO↗
May 1
JC Investing — @MiningFinInd Conservative how rich AMD is trading and their revenue output in comparison to $MU … yes they should↗
May 1
CK Capital — The memory supercycle has years left in it and most people are already moving on to the next trade.
2026 NAND demand growing 20 to 22% against supply growth of just 15 to 17%. Eve…↗
May 1
Serenity — Wow, names like $TOWA (6315) are super boring to watch…
Especially since KR/TW markets are closed today.
Only up ~11% so far. But like Hammond or Tower Semi…
Towa seems like a p…↗
May 1
TheValueist — This could be a very big use case for $MSFT built in customer based.
$NVDA $MU $SNDK $LITE↗
InvestmentGuru — $SNDK delivered solid earnings. The pullback looks more like short-term profit-taking than a change in the story. If the sector holds, this could turn into a bounce opportunity. Th…↗
— $KKR $BX launching/launched multiple standalone entities for both GAI infrastructure investments AND portfolio companies' GAI operations integration. Mega-cap PE often always the t…
TheValueist — Wow, this is actually a talking head event I might go to.
$NVDA $MU $SNDK $LITE↗
Apr 30
JC Investing — What stock are you buying the heaviest at the moment?
For me it’s $MU https://t.co/CNyt36gVo1↗
Apr 30
AlmaCap — $MU, $SNDK, Hynix (000660), SK Square (402340), memory's setup is the most mispriced trade in semis right now.
> Demand has structurally shifted and supply physically can't catch…↗
Apr 30
Daave “3 and 30” Tepper — was balls long these names for the last 16 months
$stx $wdc $sndk $mu
faded hard now
the only thing that makes sense in AI with good symmetry/positive asymmetry is china WFE
ton…↗
Apr 30
Daniel Koss — Could SK Square be a 10x stock?
I believe SK Square (KRX: 402340) could be one of the craziest risk/reward opportunities in the market right now!
Please read the full post to und…↗
Apr 30
TheValueist — The true societal benifit of GAI is increased human longevity, which no one is discussing. What is the trade?
$NVDA $MU $SNDK $LITE↗
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…↗
Apr 30
InvestmentGuru — Here’s my 15-stock AI infrastructure watchlist
AI INFRASTRUCTURE CORE
$MRVL
→ Custom AI silicon for hyperscalers like Google and AWS
→ Data center now the core growth engine…↗
Apr 30
TheValueist — I missed $SIMO , which has been on my radar and I have been monitoring it for a while. I've been complacent, still holding positions in $SNDK $MU 1/21/28 calls, and need to re-enga…↗
Apr 30
InvestmentGuru — Photonics & Semiconductors: The Quiet Kings of This Market
The rotation is happening in plain sight. While macro noise dominates headlines, photonics and semiconductor names are qu…↗
Apr 30
InvestmentGuru — The full CPU stack: understands each layer, you can find many play
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB…↗
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 30
Serenity — Yeah... the more I look into things, $TOWA / $TOWCF (6315) at ~$1.34b looks like a sleeper beneficiary for HBM4 spend from SK Hynix, Samsung, $MU.
It’s hyper cyclical with spendin…↗
Apr 29
Mike Investing — I’ve said this before, & I’ll say it again…
If you missed the squeeze on names like $MU, $SNDK, or even $AMD then keep a close eye on $CRWV.
Positioned with a prolonged base all…↗
Apr 29
Daniel Koss — @thereplygui This is my personal full degen portfolio. If you check my reasonable adult portfolio on Autopilot I have 40% $DRAM which is 25% $MU !
Very bullish HBM still.↗
Apr 29
CK Capital — If you are building a long term portfolio today here is exactly how I would allocate it across the most important themes of the next decade.
This is not trading. This is building.…↗
Apr 29
TheValueist — That’s why we make the videos!! I 99.999% guarantee you will learn something new value-add by watching, either on the company itself or the industry/competitive landscape.
$NVDA…↗
Apr 29
AlmaCap — Seeing brutal moves across space and defence names whilst AI semiconductor supply chain continues to pump - seems I was right about the expected rotation.
Space: $ASTS; $RKLB; $FL…↗
Apr 29
InvestmentGuru — $MU
$MSFT
$GOOG
$TSLA
$TTD
Better setup in this market↗
Apr 29
InvestmentGuru — $MU $MSFT $GOOG $TSLA $META
Strong setups in this market.
Leaders remain leaders for a reason, and healthy pullbacks often create the best opportunities. any meaningful pullback i…↗
Apr 29
InvestmentGuru — Overnight movers are setting the tone for tomorrow’s market.
Storage names are leading after strong earnings:
$STX +18%
$WDC +10%
$SNDK +5%
$MU +3%
Semis and tech also showing st…↗
Apr 29
InvestmentGuru — $MU morning dip at $489 looks like was buying opportunity. https://t.co/UCE1YMpMj8↗
Apr 28
TheValueist — GAI memory/storage loving this STX print post. Turning a 180 from the regular session.
$STX $WDC $SNDK $MU https://t.co/LPbqoUP8Ck↗
Apr 28
TheValueist — $GOOGL $NVDA $MU $SNDK $LITE I’ve shared about relative underdevelopment and thus opportunity for data center builds in India, China and the rest of Asia. India has implemented a n…↗
Michael | Hypermarkets — 20 stocks to LOAD when SPY crashes 10%-20% in May. These will be all on sale (wait for buy zones):
$ASTS — $75
Buy Zone: $50–60
Why: Prior breakout level + strong demand zone, ins…↗
Apr 28
Daniel Koss — @Giannis09633247 @joinautopilot @OpenAI @claudeai @GeminiApp $MU is a chore position in $DRAM ! So nope, still in. Just also wanted to add more Korea. If I could I would focus more…↗
Apr 28
AlmaCap — I am going long a lot of Korean stocks, hinted at a few ideas in my recent memory article and will be sharing more over the coming days.
Lots of free lunch to be had in Korea...…↗
TheValueist — . @garrytan GBrain has 10x’d (if that's even possible) my belief in the power of agentic GAI. The agents are significantly more productive, capable, and long-lasting when supported…↗
Apr 28
InvestmentGuru — Market traded mostly sideways today with limited movement, but leadership stayed strong in tech. Winners on the day: $NVDA $GOOG $MU $SNDK and $INTC. Semis saw some pullback after…↗
Apr 27
AlmaCap — Institutional risk capital is rotating out of defence/space (growth sectors) and into the AI semiconductor supply chain...
We have know the plays for months, institutions are foll…↗
Apr 27
Jason's Chips — $MU I still think memory, especially SK hynix, is severely undervalued here. It's all supply/demand, and I see no reason the imbalance ends any time soon. Or even any time in the m…↗
InvestmentGuru — The full CPU stack: check for details in post
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB $TMBS
Custom silicon…↗
Apr 27
Serenity — Markets are looking at CPUs right now and kinda forgot about memory.
But... there's increased capex spend with Sk Hynix, $MU, Samsung around now, with Samsung starting HMB4 produ…↗
Apr 27
TheValueist — $NVDA $MU $SNDK $LITE Outstanding insight. As frontier model performance converges and open-source capabilities continue compressing the gap with closed-source systems, the locus o…↗
TheValueist — We do! Fortunately, the models have become smart enough to manage this on their own.
$NVDA $MU $SNDK $LITE https://t.co/rq7fKsddGG↗
Apr 26
Mike Investing — If you missed the recent breakout on Photonics & Memory names like $AAOI, $MU & $SNDK…
Then don’t make this same mistake twice, as this next sector is setting up to squeeze.
Data…↗
Apr 26
TheValueist — One man’s slop, is another man’s signal.
$NVDA $MU $SNDK $LITE https://t.co/4SKL7Ky95c↗
Apr 26
JC Investing — POV: Knowing $MU is a $1,500 stock and you went all in at $321 https://t.co/MmHkrHOAmz↗
Apr 26
TheValueist — Read our write-ups, friends. You will become a better investor.
$GOOGL $NVDA $MU $SNDK $LITE↗
Apr 26
InvestmentGuru — $MU — The Best Buying Opportunity
Best risk/reward. Best fundamental support. Lowest relative valuation.
Trading ~$494. — has made an extraordinary run but still has a clear fund…↗
Apr 26
JC Investing — @JUST_KAWS $MU is just getting started… $200b in revenue in a few years up from $58b last year↗
Apr 26
InvestmentGuru — The full CPU stack:
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB $TMBS
Custom silicon- $AVGO $MRVL
Future Archi…↗
Apr 26
JC Investing — @Mariusz_Invest ETF would be safe but I’ve gone all in on one $MU↗
Apr 26
InvestmentGuru — CPU ecosystem map across every tier:
TIER 1 — Pure CPU Giants
$INTC — Intel. The turnaround is real. Q1 2026: revenue $13.58B, EPS $0.29 crushed $0.01 consensus. Data Center reve…↗
Apr 26
TheValueist — Reflexivity - this insight from @Ksidiii is actually a genius observation. It makes me wonder how much of my analysis I run on LLMs is predisposed to be bullishly biased. TMT stock…↗
Apr 25
InvestmentGuru — 10 Stocks Built for LT Returns -
$MU — The HBM supercycle play. Entire 2026 HBM output already sold out. Forecasts 40% CAGR in HBM market to ~$100B, surpassing all of 2024 DRAM.…↗
Apr 25
KaizenInvestor — @crwdvstr Yes, I like $MU as well. Interesting to see what the US listing will do.↗
JC Investing — @Mariusz_Invest $MU is a killer underrated stock, I don’t see anyone on here even talking about it↗
Apr 25
Daniel Koss — @The_AI_Investor So that 5x forward is based on estimates. What makes you think this price increase is not already baked in?
I'm very bullish $MU, but am curious.↗
TheValueist — $NVDA $MU $SNDK $LITE $GOOGL You would be doing yourself a disservice if you invest in the GAI infrastructure ecosystem and don't watch this and their previous videos.↗
Apr 24
TheValueist — $MU broke the $500 psychological barrier today. Got to love seeing that. Now it needs to simply keep going. https://t.co/oemUFfImsj↗
Apr 24
TheValueist — https://t.co/gjzGo8tnq1
$NVDA $MU $SNDK $LITE For new connections, a bit of context: to truly understand GAI infrastructure at a systems level, I spent a couple of months working…↗
Apr 24
TheValueist — The equal-weight GAI TMT 4 Horsemen Index hit an all-time high today and is up 131% YTD. Continues GAImaxxing with NVDA coming back to life.
$NVDA $MU $SNDK $LITE https://t.co/qV7…↗
Apr 24
TheValueist — $NVDA $MU $SNDK $LITE DeepSeek-V4: Efficiency Engineering and the New Open-Weight Frontier
The DeepSeek-V4 series introduces a new generation of large language models, featuring t…↗
Apr 24
TheValueist — $NVDA $MU $SNDK $LITE RESEARCH NOTE - DeepSeek-V4 Preview: Open-Weight 1M-Context Economics Compress the Closed-Model Pricing Umbrella Without Closing the Premium Workflow Gap
htt…↗
Mike Investing — Expected revenue growth over the next 5 years:
Nebius $NBIS: +564%
Intuitive Machines $LUNR: +473%
Iren $IREN: +363%
Palantir $PLTR: +325%
Rocket Lab $RKLB: +320%
Nvidia $NVDA: +2…↗
Apr 24
InvestmentGuru — Why is every chip name ripping right now?
$AMD & $INTC → CPU price hikes incoming as agentic AI is creating a server processor shortage, Morgan Stanley flagging CPUs as the next b…↗
Apr 24
InvestmentGuru — $MU is one of the cleanest buying opportunities in this market right now — the stock just ripped to all-time highs near $487, yet still trades at a P/E of ~21x with $33.5B in reven…↗
Apr 24
TheValueist — Get involved, people! I might not be able to post the stats that my friend @aleabitoreddit can (you should subscribe to his as well), but I’m giving it a try! A nominal $1/month (X…↗
Apr 23
Serenity — Not the best idea to feel FOMO about the new “bottleneck” in every news cycle.
It’s going from:
$NVDA GPUs -> $MU Memory -> $IREN Power -> $LITE EMLs -> $SNDK Memory -> GPUs -> $…↗
Apr 23
TheValueist — Thanks for your follow up and questions @ai_hyperbull ; I will respond.
Read our reports, friends! You will become a better investor!
$NVDA $MU $SNDK $LITE↗
Daniel Koss — @GrumpierBTDay I'm not complaining. Got the massive $NBIS run with 75% of my portfolio + Calls, $AEHR, $MU and big run with $OUST. $AEHR is hella speculative and went up over 100%…↗
Apr 23
TheValueist — $000660 $MU $SNDK $EWY $005930 KEY READ-THROUGHS FROM SK HYNIX 1Q26 EARNINGS CALL
SK hynix’s 1Q26 earnings call was an unusually important cross-market signal because the company…↗
Apr 23
TheValueist — $000660 $MU $SNDK $EWY We’ll take it. SKH call ended a few moments ago. https://t.co/KFUPmESYdi↗
Apr 22
TheValueist — $000660 $MU $SNDK $EWY $005930 (Bloomberg) -- SK hynix Inc reported net for the first quarter that beat the average analyst estimate.
FIRST QUARTER RESULTS
Net 40.33 trillion won…↗
Apr 22
Daniel Koss — @nerdalert $MU is easy money for lazy people (me 😎)↗
Apr 22
TheValueist — Is it a Thesis Break or a Tape Break? Must watch ridiculously good free information from @JaredKubin .
$NVDA $MU $SNDK $LITE↗
Apr 22
TheValueist — GAI memory/storage tracker updated. You know it’s a good day when MU SNDK both up over 8% and to all time highs. Still more to come.
$MU $SNDK $STX $WDC https://t.co/BMN9TlcioL↗
Apr 22
InvestmentGuru — Memory + Compute ripping today
$SNDK → Nasdaq-100 addition + NAND prices up 10–75% this quarter
$MU → Morgan Stanley Top Pick, ~21% upside PT
$AMD → Record highs, Stifel raises…↗
Apr 22
TheValueist — $EWY all time high and we still have a long way to go.
$MU $SNDK $000660 $005930 https://t.co/PU7NmP2bV4↗
Apr 22
JC Investing — @antibearthesis Nope, $TSLA mainly due to a low cost basis $MU and $NVDA↗
Apr 22
JC Investing — Absolutely a monster day for $MU
AMD and Broadcom also up a lot today on reignited AI chip demand
Memory chips are also in VERY high demand and controlled by essentially 3 comp…↗
The Future Investors — You have $100,000 to invest 💰
Two memory giants are on the table — but you can only choose one for the next 5 years $MU $HXSCL
Which do you pick, and why? 🤔 https://t.co/YJQdtA…↗
Apr 22
TheValueist — . @garrytan has written a significant amount about how to implement and enhance @openclaw . Some of it is good, some of it is fluff. His G-Brain tool is outstanding, and I highly r…↗
Apr 22
TheValueist — My GS Factor Dashboard sorted by 1m. Nice mix of GAI infrastructure and junk at the top of the list. Barring any catastrophic exogenous event, I can only see this trend continuing.…↗
Apr 22
InvestmentGuru — $AMD — Advanced Micro Devices is the #1 alternative AI GPU play and the story is just getting started. 2025 was a defining year: full-year revenue hit $34.6B — up 34% YoY — with no…↗
TheValueist — Neat. Nano Banana now has competition.
$NVDA $MU $SNDK $LITE↗
Apr 21
Daniel Koss — Chat with @michaelsikand about:
- current market
- $KRKNF / $PNG.V earnings and outlook
- the AI trade ( $NBIS $MU $AEHR etc.)
- defense, drones, etc. ( $OUST )
- chasing hot stoc…↗
Apr 21
TheValueist — $META $NVDA $MU $SNDK $LITE The white-collar worker GAI training flywheel.
*META TO INSTALL TRACKING SOFTWARE ON US EMPLOYEE COMPUTERS:RTRS
*META TO TRACK US EMPLOYEE WORKFLOW DA…↗
Apr 21
JC Investing — Why I like Micron stock $MU
Memory chips (DRAM and especially HBM for AI servers/GPUs) remain in tight supply, with shortages expected to persist until around 2027.
This is fav…↗
Apr 21
TheValueist — Insane if true without a gotcha footnote.
$NVDA $MU $SNDK $LITE↗
Apr 21
InvestmentGuru — 5 AI Stocks. 1 Clear Winner for the Long Term.
$CRDO | $MRVL | $MU | $GFS | $GOOG
Here’s how they stack up 👇
$CRDO — Credo Technology
The most asymmetric bet in AI infrastructur…↗
Apr 20
TheValueist — There's my boy :)
$NVDA $MU $SNDK $LITE↗
Apr 20
TheValueist — You had me at Thrust. 😂
$NVDA $MU $SNDK $LITE↗
Apr 20
TheValueist — Outsanding idea from @ClarkSquareCap . Tons of smart and talented people on X looking to connect. I take he/she used an LLM to build this site :) If true, a simple but real example…↗
Apr 20
TheValueist — $META is recognizing the tremendous shortage of tradesmen required to complete all of the GAI datacenter projects on the table. They/industry should do the same with electricians.…↗
Apr 20
Daniel Koss — Many of you do NOT want to manage your investments full-time.
Realized capital gains taxes, stress, time.
Message received!
So here's a list of stocks I think you can easily buy…↗
Apr 20
TheValueist — Working to present a true perspective, bullish or bearish, of what is happening at the given company! @ALEXEIMARTOV is a former global top 50 poker player who has transitioned to i…↗
Apr 20
TheValueist — Read our reports, friends. It will make you a better investor. There is an abundance of content on X and elsewhere and I believe our write-ups are some of the highest signal inform…↗
Apr 20
Daniel Koss — @Sandeman52 I like $MU $OUST and $NBIS all at the current prices. All of them very easy doubles. Would I like them more with 150-200% upside in 12 months as a little compensation f…↗
Apr 20
InvestmentGuru — Overnight Market Shift — Risk Back on the Table
Crude surged over 6% overnight, with $CL and $BZ ripping higher — driven by geopolitical tension and supply concerns.
$ASTS −17%…↗
Apr 20
TheValueist — Now we have a 3-way battle for white-collar domination.
$NVDA $MU $SNDK $LITE↗
Apr 19
Daniel Koss — @TradexWhisperer If you'd go 100% all in until end of year, which stock would you pick, $MU ?↗
Apr 19
InvestmentGuru — Physical AI play
Silicon / Compute (The Brain)
$NVDA — Owns the full AI stack
$ARM — Royalties on every advanced chip
$AMBA — Edge vision processing
$QCOM — Low-power AI decision…↗
Apr 19
InvestmentGuru — $ISRG — The Blueprint For How Physical AI Gets Monetized
Surgical robotics is Physical AI that already prints recurring revenue. With an installed base exceeding 10,763 systems glo…↗
Apr 19
InvestmentGuru — Physical AI Playbook-
 Wave 1 was digital AI — data centers, GPUs, LLMs.
Wave 2 is Physical AI — robots, drones, AVs.
$NVDA — The God of Physical AI
Every robot OS runs on Nvi…↗
Apr 19
The Future Investors — AI memory players dominate operating income estimates for 2027 💾 🚀
Samsung and SK hynix rank #1 and #2 even ahead of Nvidia 🤯
AI memory is a profit machine 💰
Is AI memory st…↗
Apr 19
mon — $CIFR has made it into the IBD 50 List.
Other notable stocks:
2. $APLD
3. $MU
15. $RKLB
23. $MRVL
27. $DAVE
28. $ALAB
35. $LUMN
38. $TSM
43. $HUT
47. $ASML
The IBD 50 is a weekly…↗
Apr 18
TheValueist — Solid smart follow on work. @WayneWhaley1136 reran the “3 Consecutive Weeks” analysis now looking at any 15 consecutive trading days, rather than only 3 calendar weeks. Results we…↗
Apr 18
TheValueist — $NVDA $MU $SNDK $LITE RESEARCH NOTE - Cross-Datacenter Inference Becomes Plausible: KV-Efficient Architectures Shift the AI Infrastructure Mix
https://t.co/YoB5Jx7h7c
https://t.c…↗
Apr 17
TheValueist — It looks like the Hormuz tanker traffic rate of change is the 2026 version of the 2025 Zweig Breadth Thrust.
$NVDA $MU $SNDK $LITE↗
Apr 17
TheValueist — You can discard these stats that @RyanDetrick put out as witch’s magic, but I have been following him since the 2025 Tariff Tantrum and they are usually spot on. Are they always co…↗
Apr 17
TheValueist — I'm honored to be a contra short indicator :) Take a look at what Martin is building with ALPHAPORT and see if it fits your investment process.
https://t.co/PaQCQkbeRK
$NVDA $MU…↗
Apr 17
Mike Investing — These things are next to happen:
Space Sector names like $ASTS, $RKLB, $PL & $FLY squeeze into the $2T SpaceX IPO.
$GOOGL & $TSLA lead the MAG7 for the next 4 months.
$HIMS will…↗
Apr 17
TheValueist — These are the @RyanDetrick bangers I’ve been longing for :)
$NVDA $MU $SNDK $LITE↗
Apr 17
The Future Investors — The Future Investors presents the Profit Machines 🤑. 25 High-Quality stocks with the highest net margins 📈
1. $APP | AppLovin - 60.8%
2. $NVDA | Nvidia - 55.6%
3. $V | Visa - 5…↗
Apr 16
TheValueist — These @claudeai guys seem to be strugglemaxxing hard with compute resources. Their new Opus 4.7 model only offers an Adaptive Thinking setting, with no Extended Thinking option ava…↗
Apr 16
TheValueist — The GAI TMT 4 Horsemen Index has been GAImaxxing hard. Now up 121.1% YTD and top of the leaderboard.
$NVDA $MU $SNDK $LITE https://t.co/XBokdBBpNv↗
Apr 16
TheValueist — I smell GPUs.
$NVDA $MU $SNDK $LITE↗
Apr 15
TheValueist — $NVDA $MU $SNDK $LITE - I listened to this Jensen interview in its entirety. The thing it did unquestionably was make me even more hyperbullish (if that is possible) on HBM/DRAM an…↗
TheValueist — I can't emphasize this enough: the autoresearch loop utilizing an LLM process is groundbreaking. This approach is only feasible thanks to the current capabilities of agentic LLMs.…↗
Apr 15
TheValueist — $TEM trading well over the past few days. It is a very interesting business. I love the intersection of GAI and healthcare/pharma; it will create significant real benefits for soci…↗
Apr 14
TheValueist — This is not a political statement: I believe the market is realizing that Trump is realizing that if he doesn’t make money and help others make money — whether through the stock ma…↗
Apr 14
Michael Sikand 🦑 — 62.64% year to date.
No options. No shitty illiquid ADRs or Taiwanese nonsense.
Just a port of a couple U.S. listed stocks anyone can follow.
https://t.co/TNP8O7OWvQ
$BE $FLY $…↗
BULL OF BRITAIN — What I'm looking for in the upcoming earnings season of AI/Photonics/Space/Cloud servicing
$ASML - Apr 15: Do orders confirm the AI capex cycle is accelerating or decelerating
$T…↗
TheValueist — Brother, I only invest in the GAI ecosystem. Do you honestly believe I write all these reports myself? My head would literally explode if that were true.
$NVDA $MU $SNDK $LITE htt…↗
Apr 14
TheValueist — $000660 $005930 $SNDK $MU $EWY SK hynix sympathy trade ripper. Samsung coming along for the ride. https://t.co/OwiAyJqCjs↗
Apr 14
TheValueist — The @openclaw vs Hermes Agent @NousResearch competition is outstanding for the agentic GAI industry. They are driving each other extremely hard and fast. I have two OpenClaws (one…↗
Apr 13
JC Investing — @TristanMacinnes Interesting I like $MU they’re needed for the memory↗
Apr 13
TheValueist — Did someone say NAND?
$SNDK $MU $000660 $005930
SNDK: Evercore initiated SanDisk with an Outperform, sees $2,600 'bull case'
As previously reported, Evercore ISI initiated cover…↗
Apr 13
TheValueist — My equal-weight GAI TMT Four Horsemen Index is now up 116.7% YTD. The top performer of all my custom sector indexes.
$NVDA $MU $SNDK $LITE https://t.co/1s2CsnO3Ne↗
Apr 13
TheValueist — If you've been following me for some time, you know I used to put together these company write-ups and quarterly print videos and slides. It's been a few months since I last did on…↗
Apr 13
Evergreen Capital — More concrete evidence that memory optimizations are super bullish for memory demand, right inside last week's excellent 'TriAttention' paper on KV-cache compression from @yukangch…↗
Apr 13
InvestmentGuru — Overnight markets flashing risk 👇
U.S. futures slipping while oil surges on fresh Middle East tensions and a potential Strait of Hormuz blockade.
Energy ripping
→ $OXY +8%
→ $XO…↗
Apr 12
Evergreen Capital — Lots of confusing takes on memory right now. Here's the simplest way to understand the trade, and why I think it lasts:
1/ Betting on memory is mostly betting on one thing: scali…↗
Apr 12
Frenchie — Je vous présente @ParadisLabs la star montante du trading
Manager de hedge fund depuis 10 ans, spécialiste des thématiques de niches comme l'IA.
Paradis a un track record de furi…↗
Apr 11
TheValueist — Impressive @Rory_Johnston . As for our investing work, this should be good for long equities.
$NVDA $MU $SNDK $LITE↗
Apr 11
Jason Luongo — @Brett02716 Man I really missed the boat on $MU↗
Apr 10
TheValueist — “Historic re-grossing” - you heard it from the source @JaredKubin . Or, you hopefully felt in your book. How many more re-grossing days left?
$NVDA $MU $SNDK $LITE↗
InvestmentGuru — $MU when you see opportunity in market, buy and hold https://t.co/O3Fb2tYnlw↗
Apr 10
Jason Luongo — 5 stocks I wish I owned more of:
1. $ONDS - Drone defense at a single-digit entry. Budget tailwinds haven't even started.
2. $AMZN - AWS alone justifies the price. Everything els…↗
Apr 9
TheValueist — GAI memory/storage is trying to keep up with optical networking.
$SNDK $MU $STX $WDC https://t.co/1mTsHi4F6q↗
Apr 9
JC Investing — From here on out I think I’m just going to full port $NVDA and $MU tbh
See you in the other side https://t.co/iB9tcj1ozm↗
Apr 9
TheValueist — Welcome to all my new connections on X — all 22.6K of you. The reach here is powerful.
For those new: my work is focused exclusively on the intersection of TMT and power within th…↗
Apr 9
JC Investing — Just bought £7,500 worth of $MU today
Would’ve liked to bought around $360 just a few days ago but didn’t have the funds at that time
Single digit fwd P/E
Beta is 1.61 (more v…↗
Apr 8
TheValueist — Hopefully, these work reasonably well.
$NVDA $MU $SNDK $LITE↗
Apr 8
TheValueist — I am confident a large portion of this $AEHR move is a short squeeze, and I still highly recommend you listen to the entire call from yesterday. There was great insight into AEHR,…↗
Apr 8
InvestmentGuru — My last add $AAOI 43% up and $MU 17% up https://t.co/MnMiBbr8Je↗
Apr 8
InvestmentGuru — Know Your Charts, Know Your Edge.
Most traders lose because they chase everything. The edge? Master a few names cold.
$MSFT , $GOOG , $META , $MU , $AMZN and $SPY
These aren’t r…↗
Apr 8
InvestmentGuru — $MU holding the $400–403 zone is critical—if this level holds, it can build momentum for a move higher toward the $420–430 range. Strength here could signal continuation of the upt…↗
Apr 8
TheValueist — I must imagine this new $TSLA FSD Fleet Learning feature will consume tons of GAI compute.
$NVDA $MU $SNDK $LITE
https://t.co/V9CmHBymjo
Fleet Learning and 3D Geometry
The most…↗
Apr 8
InvestmentGuru — $MU
$TSLA
$GOOG
$AMD
$AAOI
Some of my favourite setup tomorrow↗
Apr 8
InvestmentGuru — Overnight markets are ripping 🔥
Ceasefire news easing geopolitical tensions has flipped sentiment fast — risk is back ON.
🚀 Tech leading:
$TSLA, $AMD, $META +4%
$NVDA, $GOO…↗
Apr 7
TheValueist — This is absolute looney toons. I feel like we are living in an alternate universe.
$NVDA $MU $SNDK $LITE https://t.co/2V36pgzb8Q↗
Apr 7
Michael Sikand 🦑 — Proud to be the YTD performance leader on @joinautopilot.
My high risk, high reward "asymmetric bets" portfolio just crossed $3M AUM.
$AAOI +116%
$BE +42%
$ASTS +36.8%
$MU +0%
$S…↗
Apr 7
Nancy Pelosi Stock Tracker ♟ — This is suspect
John Fetterman (D) just bought Micron $MU in late March
Micron received $6.165B from the CHIPS Act, which is the largest award in the program
Fetterman sits on t…↗
Apr 7
TheValueist — $005930 $000660 $MU $SNDK (Bloomberg) -- Samsung Electronics shares rise as much as 4.9% on Korea Exchange, after the chipmaker reported preliminary 1Q profit that beat analyst est…↗
Apr 6
Evergreen Capital — And why batch size is also likely a structural tailwind for memory demand… $MU $Samsung $SKHynix↗
Apr 6
Evergreen Capital — So given this, and because memory requirements appear to scale alongside higher batch sizes, I believe it's another reason to tilt bullish on the Memory stocks as key enablers of t…↗
Apr 6
Evergreen Capital — (🧵 1/n) Excellent paper from @intel on the architectures, HW/SW requirements, and bottlenecks of Agentic workloads. My takeaway: structurally bullish for CPUs, Memory, and Nvidia…↗
TheValueist — $2317 Foxconn Industrial Internet Co Ltd: Taiwan's Foxconn, the world's largest contract electronics maker, reported a 29.7% on-year rise in first-quarter revenue on strong demand…↗
Apr 6
The Future Investors — $MU Micron looks insanely cheap… 📊
FY26 P/E 6.3
FY27 P/E 3.7
AI demand is booming 🚀
But memory is normally cyclical 🔄
Cheap AI play or value trap? 🤔👇 https://t.co/6SkIarbyE…↗
Apr 6
Mike Investing — The $2T+ SpaceX IPO is now less than 3 months away…
Space names will soon see similar euphoric upside like what $SNDK & $MU had experienced.
These 5 stocks are going to lead the…↗
Apr 5
KaizenInvestor — War-driven energy inflation is inevitable, but companies solving the AI bottleneck are uniquely positioned to protect their margins.
Their critical role gives them the pricing po…↗
Apr 5
TheValueist — Very impressive and genuinely differentiated and useful if this works and is accurate. Slowly chipping away at BBG/CapIQ/Factset…
$NVDA $MU $SNDK $LITE↗
Apr 4
Jason Luongo — Everyone screaming "bubble" but these are the 2027 forward P/E multiples for some of the largest companies in the world:
$MU - 4x
$ADBE - 9x
$CRM - 12x
$META - 13x
$NVDA - 15x
$TS…↗
Apr 4
TheValueist — My updated Chip Pricing Dashboard is attached. Skip to minute 51 if you don't want to watch the entire video. Regardless, I highly encourage you to watch the entire class. It makes…↗
Apr 4
JC Investing — Micron is a $400B Company
Micron makes the “memory” that powers how devices and data centers store and access information quickly.
Their 12 month forward P/E is 6
Micron is a…↗
Apr 4
KaizenInvestor — HBM suppliers need Helium, they use it for thermal management and to create a clean environment.
Companies like $MU, SK Hynix, and Samsung are all affected by the closing of the…↗
Apr 4
TheValueist — A tremendously bullish signal for the GAI infrastructure trade. A tremendously bearish signal for @AnthropicAI ‘s subscription business model, and likely for AI SaaS more broadly.…↗
Apr 3
TheValueist — $MU $000660 $005930 $NVDA RESEARCH NOTE - HBM4 and HBM4E: The Memory Wall Becomes the System Architecture Problem
https://t.co/2QSFC3CpQk
Bottom Line: HBM4 and HBM4E are foundati…↗
Apr 3
TheValueist — Sign up more customers in China, India, and the rest of SE Asia.
$NVDA $MU $SNDK $LITE↗
Apr 3
Serenity — If you want exposure to memory, $DRAM is a genuinely great ETF.
I normally don't praise ETFs, but this is solid.
1. $MU - 24.63%
2. Samsung - 24.11%
3. SK Hynix - 23.08%
4. $SNDK…↗
Apr 3
TheValueist — That's where the money is, baby! They constitute my equal-weight GAI TMT 4 Horsemen index. It's the top-performing index for both the year-to-date and one-year period among all my…↗
Apr 3
TheValueist — Watch this. If you have @openclaw enabled with voice calling you know this is bananas. This has massive potential.
$NVDA $MU $SNDK $LITE↗
Apr 3
Daave “3 and 30” Tepper — Dram/nand/hdd is directly correlated with human brain replacement
we’re all cooked
$stx $wdc $sndk $mu↗
Apr 3
TheValueist — They might be the only company to use the $ticker in their own posts. I love it! 😆
$NVDA $MU $SNDK $LITE↗
Apr 2
TheValueist — A fundamental fact to understand in this era of HBM is that from HBM4 onwards, all stacks will include a logic die tailored to the specific package and GPU it is connected to. What…↗
Apr 2
TheValueist — This is precisely how come I stress the importance and value of leaps when trading GAI infrastructure names. The sector is exceptionally volatile, plagued by significant FUD and mi…↗
Apr 2
TheValueist — We definitely do that with our Atlas Peak Research reports! Regardless, there is outstanding detail and color in the other write-ups I share, and you truly must read it all!
$NVDA…↗
TheValueist — This is validation. You know you are coming up with good trade ideas and research when people want to report you to the @SECGov .
You are a total moron. I am on BBG, and that mean…↗
Apr 1
TheValueist — $NVDA $MU $SNDK $LITE RESEARCH NOTE - The Claude Code Leak: Commoditization Event for the Agentic Orchestration Layer
https://t.co/xRMzjEXygc
Bottom Line: Anthropic accidentally…↗
Apr 1
TheValueist — I’m the first person in history to place a bet on a financial contract tied to the value of GPU compute. Now I am the first person in history to be paid out on a financial contract…↗
Apr 1
TheValueist — $NVDA $MU $SNDK $LITE OVERVIEW
PrismML emerged from stealth on March 31, 2026 as a Caltech-origin AI lab centered on “intelligence density,” meaning useful model capability per un…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
TheValueist — 3bn people in China and India. Their GAI agents and GAI requests are not substantially different than yours.
$NVDA $MU $SNDK $LITE↗
Apr 1
Serenity — @Mismo_Mktg Oh it’s great news for sure from everything like $MU to $AMD.
I’m just annoyed how they weaponized contractual obligations to get there↗
Apr 1
TheValueist — $NVDA $MU $SNDK $LITE (BloombergNEF) -- Data centers are riding a seemingly unstoppable wave. Global IT capacity – the power drawn by server equipment — grew by 11 gigawatts in 202…↗
Apr 1
TheValueist — The Claude Code CLI leak should be strongly beneficial for GAI compute demand. Every open source/Chinese LLM will immediately develop their own Claude Code replica driving token co…↗
— My @openclaw has installed and set up @NousResearch Hermes Agent within its own Docker container. Is this comparable to giving birth or seppuku?
$NVDA $MU $SNDK $LITE
TheValueist — I'm strongly urging everyone to take time to learn how autoresearch operates and to actually try experimenting with it themselves. My bot generates synthetic data to run thousands…↗
Mar 30
Mike Investing — Those patient will be greatly rewarded with generational dip buying opportunities on these stocks:
$AMD at $170
$NVDA at $150
$META at $480
$TSLA at $320
$AMZN at $180
$MU at $250…↗
Mar 30
TheValueist — As the quarter concludes, staying focused and navigating chop can be easier by paying attention to your companies upcoming prints - the key next event in your timeline. Consider ho…↗
Mar 30
Jason Luongo — These stocks may be worth buying on future dips:
AI Compute: $NVDA $AMD $AVGO
AI Memory: $MU
AI Infrastructure: $IREN $NBIS $VRT
Networking: $MRVL $ANET $ALAB
Photonics: $AAOI $LI…↗
Mar 30
Serenity — This market is brutal.
If your stock doesn’t have Win in its name like a certain foundry…
More likely than not macro > individual stock fundamentals from $MU and $META.
Just a…↗
Mar 30
TheValueist — I agree with a significant part of this statement. When I first started building my @openclaw system I was very transparent with what and how I was doing things (which you can go b…↗
Mar 30
TheValueist — I'm seeing more and more people have great success with a combined installation of @openclaw and Hermes Agent. I haven't tried it yet. It's on my list. The way people are explaini…↗
Mar 30
Serenity — @TexasMike48 No, I'm largely bullish on memory since I think demand is structural. Price hikes are not, but gross margins will be high for $MU to SK Hynix moving forward.
However…↗
Mar 30
Serenity — I think I nailed the institutional bottleneck rotation.
-> Caught the tail end of memory name rise with $SNDK, Samsung, SK Hynix, $MU
-> Frontran institutions with photonics with…↗
Mar 29
TheValueist — $NVDA $MU $SNDK $LITE RESEARCH NOTE - Autoresearch: Autonomous AI Experimentation and What It Means for the AI Stack
***This report was validated and improved with our own autores…↗
Mar 29
TheValueist — To let the cat out of the bag a bit, download and setup @openclaw on a cloud server; I’m sure my friends at @digitalocean @paddix would love to have you as a customer. Fire away wi…↗
Mar 29
TheValueist — It definitely seems like $SIVE is a layup $1bn acquisition for a larger company interested in expanding in optics. Do an all stock deal and roll the dice. Worst case scenario, you…↗
Mar 29
The Future Investors — The expected EPS growth of the S&P 500 in 2026: +17% 📈
But look closer 📊
$NVDA → 21% of total EPS growth
$MU → 19% of total EPS growth
👉 Just 2 companies = 40% of total EP…↗
Mar 29
TheValueist — $NVDA $MU $SNDK $LITE I'm blown away as I experiment and gain a better understanding of how an autoresearch process functions in software development. Much of what I used to tweak…↗
Mar 28
TheValueist — $NVDA $MU $SNDK $LITE I’ve been running this autoresearch method on a few of my @openclaw workflows and have seen meaningful improvements. It is a natural extension of agentic LLM…↗
Mar 28
TheValueist — You know it’s working. If they shutdown Empower, there will be copycats. Software is so cheap to make now, people will give it a try.
https://t.co/uN9bl5ZRps
$NVDA $MU $SNDK $LIT…↗
Mar 28
Serenity — @ajouannic You can replace $MU / $SNDK with Sk Hynix. Or replace $COHR with $LITE.
I'm just saying my personal preferences in what I expect to outperform.↗
Mar 27
TheValueist — $NVDA $MU $SNDK $LITE As requested. I haven't validated this. English translation below:
------------
Hello everyone, I am Gao Jianyang, the first author of the RaBitQ vector quant…↗
Mar 27
TheValueist — $NVDA $MU $SNDK $GOOGL RESEARCH NOTE - TurboQuant vs NVFP4
https://t.co/ru14vFtNf1
Bottom Line: TurboQuant is the more specialized technology and, on KV-cache compression depth,…↗
Mar 26
TheValueist — $MU $SNDK $000660 $005930 DESK NOTE - Global Memory and Storage Capacity Buildout: Who Is Building What, Where, and When
https://t.co/ibGBhHXLRq
BOTTOM LINE: The central conclus…↗
Mar 26
TheValueist — Exactly as called by this person!!
$NVDA $MU $SNDK $LITE https://t.co/waQot2tOdH↗
Mar 26
Puru Saxena — $SNDK $MU Memory stocks are like sitting ducks!
All parabolas end the same way...with a painful bust.
Note the gap between the stock and the 40-wk ma. https://t.co/418b3XDCUg↗
Mar 26
TheValueist — $NVDA $MU $SNDK $LITE It doesn't seem like anyone is talking about this. https://t.co/fFKY98tyJr↗
Mar 26
TheValueist — $NVDA $MU $SNDK $LITE On the question of SaaS, Empower is exploding in NYC. The ability for them to generate cheap code and software totally upends the $UBER $LYFT business model.…↗
Mar 25
Jason's Chips — 🔔 The Daily Semi-Cap — March 25, 2026
📊 SMH: $399.02 (+1.12%)
📈 Earnings: No semiconductor earnings today.
🔥 Major Developments:
• Google TurboQuant — Google dropped a memor…↗
Mar 25
Evergreen Capital — @TBU12345678 Bigger models and workloads need and will continue to need more memory. It’s that simple. Keep hatin’ $MU $SNDK↗
Mar 25
Serenity — Google's TurboQuant...
And it's effect on $SNDK, $MU, SK Hynix, and others:
What it does:
-> 6x reduction in KV cache memory footprint
-> 8x Speedup on H100 GPUs
It's a compress…↗
Mar 25
KawzInvests 🦑 — Are new AI algorithms from $GOOG like TurboQuant and QJL going to kill the memory supercycle?
Bears argue that compressing the LLM Key-Value (KV) cache by over 5x (quantizing down…↗
Mar 25
Daave “3 and 30” Tepper — 1) memory stocks aren't crashing. calm, nino.
2) when memory stocks do crash, and they will, you won't know it's the big one. and you'll complain all the way down, and you'll misdi…↗
Mar 25
TheValueist — My updated Chip Pricing Dashboard is attached. Big price discrepancy for NVDA Blackwell B200 between the two data providers on BBG. My personal rental rate experience from @verdacl…↗
Mar 25
TheValueist — Check it out on BBG.
$NVDA $MU $SNDK $LITE↗
Mar 25
TheValueist — $MSFT $ORCL $NVDA $MU Any credible available new build GAI data center capacity will get sucked up in a second.
————
Microsoft Corp: The tech giant has agreed to rent a data cen…↗
Mar 25
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE OVERVIEW
TurboQuant should be viewed as a real AI infrastructure efficiency advance, not a model-capability breakthrough. The Google Research blog…↗
Mar 25
TheValueist — $NVDA $MU $SNDK $LITE Two days at DCD NYC reinforced for me that this conference is a very different animal than NVDA GTC. GTC is mostly about the technology roadmap; DCD is about…↗
Mar 24
TheValueist — $000660 $MU $SNDK $NVDA (Bloomberg) -- SK Hynix submitted Form F-1 related to ADR listing to the US SEC in confidential submission, according to a regulatory filing.
•Seeks to lis…↗
Serenity — @HeLiuLeo I ended up preferring SK Hynix over $MU at these levels, but memory as a whole is a good long.
Lot of LNG/helium/crude fears don’t really impact opex much. And demand lo…↗
Mar 24
KawzInvests 🦑 — INSANE $AAOI is up 17.7%
Same stock people were dumping three weeks ago over ATM dilution and insider sells. Here is what they got wrong.
The fear was understandable. AAOI has bu…↗
Mar 24
Mike Investing — The easiest way to create life changing returns via the stock market is to buy the generational dip…
$AMD at $170
$TSLA at $320
$NVDA at $155
$PLTR at $100
$AMZN at $180
$MSFT at…↗