Midas — Leopold Aschenbrenner, the trader who turned $225M into $20B in just one year, is betting BIG against AI chips.
He has opened massive short positions on the following company:
1…↗
PhotonBull — The phone is ringing brother
$MU $SNDK https://t.co/cJlG9t8zTL↗
Jul 17
Alphatica — @JesseCr22523375 The high was $903 today? $MU↗
Jul 17
KawzInvests 🦑 — Did Kimi just start another DeepSeek moment?
Kimi released the largest open weight model ever yesterday. It scored 57 on the Artificial Analysis index, 3 points behind Claude Fabl…↗
Jul 17
Trade Whisperer — $META in talks to rent up to $10B in AI compute to Anthropic over two years.
GPU+HBM clusters are becoming enterprise revenue engines. $MU $SKHY $DRAM. Healthy Economics Incoming…↗
Jul 17
Alphatica — DARK POOL SCANNER | July 17, 2026 · Weekly OPEX
+$15.96B net buy. Largest dark pool buy of the series. All eight top names net positive. $MU +$5.0B. Tuesday: -$15.7B. Today: +$5.0…↗
Jul 17
Alphatica — +$2.35B. $NVDA +$3.77B. Yesterday -$762M. Flipped. $QQQ +$369M. Yesterday $0 lit buys. Now bought. $GOOGL -$1.37B. $LLY -$538M. $MU -$30M. The unwind slowed to a stop. Weekly OPEX.…↗
Jul 17
Michael | Hypermarkets — Its actually $NVDA and 3 reasons here:
1. Compute — it is the compute. When the world says "AI compute," it means NVIDIA. GPUs are the industry standard for training and inference…↗
Jul 17
Jason's Chips — SF is so fire
$BE $MU and Figure https://t.co/VjMIW92wrx↗
Jul 17
Trade Whisperer — $MU Holy Structural Shit
Morgan Stanley projects Micron hitting ~$70B in gross profit by CQ3 2027.
$43.2B → $50.7B → $55.9B → $62.0B → $70.0B
Every single quarter higher than th…↗
Jul 17
Trade Whisperer — $MU (3m) Third Blue Candle. Now Hitting $900. Massive Reversal.
10 Elite seats filled in minutes. Releasing 5 more by demand.
300+ charts daily. Try it free:
https://t.co/ZQDP5HC…↗
Jul 17
Alphatica — You are seeing our research in motion right now.
$SPY $QQQ $MU↗
TheValueist — $NVDA $MU $SNDK $LITE It’s all a race to the bottom for the SOTA frontier closed LLM providers. Dario knows this fact, and was part of the rationale driving his “innovate, then reg…↗
Jul 17
Trade Whisperer — $MU (3m) Multiple BLUE candles firing. +9% then +4% and still climbing.
Very simple. Very repeatable.
All 5 Elite seats filled. Demand keeps coming so I'm opening 5 more.
300+ c…↗
Wayne Liang — The future is on sale right now.
AI Semis:
$MRVL -43%
$MU -31%
$NVDA -14%
$SNDK -40%
Neocloud:
$CIFR -44%
$CRWV -47%
$IREN -53%
$NBIS -40%
Space:
$ASTS -57%
$FLY -70%
$RKLB -…↗
Jul 17
Alex A.C. — If this doesn't look GIGA BULLISH for AI demand for the very long-term to you, I don't know what 😱🔥🔥
"GPU demand does not disappear once pre-training is complete. AI agents MU…↗
Jul 17
Trade Whisperer — $MU (5m) BLUE candle fired. +9.3%.
Our system makes it simple. But you're seeing this after the move. Elite tier members saw it live. Opening 5 more Elite seats.
300+ charts dail…↗
Jul 17
Wayne Liang — Interesting watching Mag 7 rotate back into semis today.
When money starts leaving the "safest" option and moves into names that were just destroyed (like $SNDK / $MU / $SKHY ), t…↗
Jul 17
Alphatica — The dislocation we published is resolving in real-time.
MU: up. SNDK: up. The memory names with 53% earnings growth that were sold on supply, not fundamentals.
AAPL: down. GOOGL:…↗
Jul 17
Trade Whisperer — $MU That's a crazy bounce https://t.co/HP74z0ycU5↗
Jul 17
Shay Boloor — $MU is approaching its largest drawdown of the past year. https://t.co/p5aA3KKxm7↗
Jul 17
InvestmentGuru — $MU $900c 0DTE 0.30 to $3.50 https://t.co/jSmfefZkg9↗
TheValueist — $NVDA $MU $SNDK $LITE You will need my crystal ball for 553 days. Let’s check back in on 1/21/28.↗
Jul 17
InvestmentGuru — Friday OpEx : AI infra stocks Dumping
Options expiration Friday delivering exactly the volatility you’d expect — and semis are catching the brunt of it.
The setup: TSM smashed Q2…↗
Jul 17
TheValueist — $NVDA $MU $SNDK $LITE 2026 WORLD ARTIFICIAL INTELLIGENCE CONFERENCE: STRATEGIC, TECHNOLOGICAL, AND INVESTMENT ASSESSMENT
EXECUTIVE SUMMARY
Xi Jinping, President of the People’s R…↗
Jul 17
InvestmentGuru — Long-term buying opportunities across the current setup-
$RKLB is becoming the second full-stack launch and space systems player behind SpaceX, with Neutron set to open up the m…↗
Jul 17
TheValueist — $MU $SNDK $SKHY $DRAM Memory/storage are weak again pre, however, SKHY is green. It will be interesting to see how the day unfolds. Nothing has invalidated the GAI infrastructure t…↗
Jul 17
PhotonBull — A lot of stocks like $SNDK $MU $SKHY $NBIS and $ASTS are turning GREEN pre market
Let's go!↗
Jul 17
Daniel Koss — Here’s what I believe AI bears get wrong at the most fundamental level:
“There will be an overbuild.”
Many AI bulls respond that demand far outpaces supply. I agree, but that ans…↗
Jul 17
TheValueist — $NVDA $MU $SNDK $LITE In ~12 months, there will be Kimi 4 with 4 trillion parameters. Sometime after that there will be an OSS LLM with 10 trillion parameters. Scaling laws are nev…↗
Trade Whisperer — $MU SCAs (Long Term Agreements) Details
"As for up-front cash or prepayments, the company will receive cash "deposits" of $18bn and letters of credit of $4bn, for a total of $22 b…↗
Jul 17
Trade Whisperer — Two different realities.
Someone just panic sold $MU at a single digit forward P/E.
Meanwhile at the actual fabs, $MU $SKHY and Samsung engineers are shipping record chip volumes…↗
Jul 17
Serenity — Kim Sunwoo of Meritz Securities: "This Is Not the Time to Sell Samsung Electronics and $SKHY"
They claim markets are excessively misunderstanding the situation with semis. And tha…↗
Jul 17
TheValueist — $NVDA $MU $SNDK $LITE 100%. $NFLX is fighting an uphill battle against GAI-generated content, especially as consumer preferences shift toward shorter videos that are even easier to…↗
Jul 17
Alphatica — @Han_Akamatsu This is not true. We cover what is going on and the actionable part in the research article below.
$SPY $MU $QQQ
https://t.co/4G8WIurmIK↗
Jul 17
Trade Whisperer — $SKHY 4.87x. You gotta be kidding me.
Even lower than $MU at 5.56x.
At these levels, they can buy back the entire company in just ~4 years. Shortage until 2030.
Pure madness. htt…↗
Mike Investing — The companies building the future are all heavily on sale right now…
Drawdowns from Highs:
$RKLB -79%
$ASTS -86%
$NBIS -56%
$SNDK -51%
$OKLO -76%
$BE -40%
$ONDS -55%
$PL -57%
$OUS…↗
Jul 16
Midas — Top stocks I'm buying using @asymmetrix_xyz, which finds 10x stocks early:
$NBIS
$MU
$SNDK
$CIFR
$CRCL↗
Michael | Hypermarkets — 1. $AMD ~$1200
The "legit second source" to $NVDA. Agentic AI is CPU-heavy, and EPYC owns that lane every step up the AI stack adds general-compute demand. Catalysts stacked: Adva…↗
Jul 16
Alphatica — The market is selling the names with the best fundamentals and hiding in the ones with the worst. Here's why.
Memory stocks: EPS revised UP 53% over 90 days. Price DOWN 21% this m…↗
Jul 16
Alphatica — DARK POOL SCANNER | July 16, 2026
-$4.76B net sell. Both tapes agree sell on seven names. $MU -$1.31B. $IWM -$615M. $SPY -$587M. $QQQ -$580M. $GOOGL -$545M. $NVDA -$521M. $TSM -$3…↗
Jul 16
Alphatica — -$3.97B. $QQQ -$1.04B zero lit buys. $SPY -$948M zero lit buys. $NVDA -$762M. $MU -$476M. $RIVN -$265M single print. $AAPL +$180M. The only buyer. Q3 week three.
$1.18B in buy blo…↗
Jul 16
PhotonBull — I like this thesis
$DRAM $SNDK $MU $SKHY↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Michael Sikand 🦑 — Dropped $100K into the market here into a fresh "I bought the dip" account.
Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see…↗
Jul 16
TheValueist — $NVDA $MU $SNDK $LITE Let’s do it. I will eventually stand this up on a B300 cluster. 2.8 trillion total parameters, which I believe is the largest OSS LLM. 1mm context is fantasti…↗
IvanaSPEAR — @fritty1969 There are also memory picks and shovels… I think thats where the better risk/reward is.
I don’t think the memory ($MU & $SKHY) look unattractive post this pull bac…↗
Jul 16
Wayne Liang — I'm a fan of $NBIS / $INTC, but they're not macro-proof.
There's decentralized selling happening at the moment, but nothing has fundamentally changed.
A few examples:
$CLSK sign…↗
Jul 16
Midas — Someone pls explain to me like I'm 10 years old why the stock market is CRASHING.
$MU down 6%
$SNDK down 12%
$NVDA down 2%
Has the AI bubble finally popped?↗
Jul 16
Alphatica — @devildog738 @GNG_Pro They are going to come back. Be patient. $TSM $MU↗
Jul 16
Alphatica — $MU trades at 5.9x forward earnings with EPS revised up 64% in 90 days. $AAPL trades at 33x with EPS revised up 4%.
The market is paying 6x more per dollar of earnings for a comp…↗
Jul 16
The Assembly — Micron $MU is down ~19% since Michael Burry went short on the stock. https://t.co/gvvwJlYxZl↗
Jul 16
Alex A.C. — Be less Panican 🐔🐔🐤 Be more like Warren Buffett 👴😌
If you are not buying Memory/Storage/Photonics/Neoclouds.... what are you doing with your -investing- life??
The 2-week Ma…↗
Nancy Pelosi Stock Tracker ♟ — Breaking: President Trump promoted more than 20 companies on his Truth Social account days after buying stock in those firms, per CNN
Here's the list:
US Steel $X
Tesla $TSLA
GE A…↗
Jul 16
Trade Whisperer — $MU $SKHY $DRAM "DRAM export value in early July increased 437% compared to the same period last year."
"Analyst Ryu Hyung-geun projects that 2027 HBM ASP will rise more than 100%…↗
Jul 16
Trade Whisperer — $MU "Once the company gets to their target level of SCA (Long-Term Agreement) coverage, Micron expects it to be >50% of revenues. SCA floor prices will exceed previous peak cont…↗
Jul 16
Alphatica — DARK POOL ALERT | MU
10:57:41 MU SELL $122,112,900 NASDAQ Car
$122.1M sell print. NASDAQ. 10:57 AM.
Single-ticket institutional liquidation. This is the capital rationing we doc…↗
Jul 16
Shay Boloor — @VanquishTrader Wild $MU is trading at 6x earnings 😅↗
Jul 16
Serenity — Today, $MU announced it signed memory LTAs with $QCOM.
Interesting reaction to see Micron proceeded to drop 5.37% right after.
Doesn’t quite feel like there’s anything individual…↗
Jul 16
The Future Investors — $MU Micron signed long-term agreements with Qualcomm $QCOM, Harman, DENSO, Hyundai Mobis and other automotive suppliers to provide memory and storage chips for AI-powered vehicles,…↗
Jul 16
Shay Boloor — $MU signs a long-term supply agreement with $QCOM to provide memory and storage for AI-enabled vehicle platforms.
The deal supports infotainment ADAS and connectivity while giving…↗
Jul 16
TheValueist — $NVDA $MU $SNDK $LITE Unfortunately, consolidation doesn’t diffuse commoditization. All great things for the GAI infrastructure trade.↗
Jul 16
TheValueist — $NVDA $MU $SNDK $LITE When will the $PLTR / @thinkymachines partnership be announced?↗
Jul 16
TheValueist — $NVDA $MU $SNDK $LITE THINKING MACHINES INKLING: INVESTMENT COMMITTEE ANALYSIS
EXECUTIVE ASSESSMENT
Inkling is a technically credible, strategically coherent, but commercially un…↗
Jul 16
PhotonBull — Even though China would not have enough memory chips to supply even their own country, the headlines of $AAPL looking to buy Chinese memory tanked memory stocks a month ago
This h…↗
Jul 16
InvestmentGuru — Long term nothing changed.
$MU
$RKLB
$AMD
$ASTS
$OKLO
$CRDO
$MRVL
$NBIS
$AAOI
$OUST↗
Jul 16
NoLimit — Our AI (Assembly members only) said avoid $MU. Down 31% since.
Grok said buy. Anyone who listened is down 31%.
Everyone laughed in the replies. Not laughing now.
Access it here:…↗
Jul 16
TheValueist — $SNDK $MU $SKHY $DRAM Memory/storage getting hammered again pre. Nothing has changed in 72 hours. Long dated calendar spreads are an outstanding way to trade the GAI infrastructure…↗
Jul 16
InvestmentGuru — $MU not finding buyers. https://t.co/O0R7LPJaPH↗
Jul 16
Trade Whisperer — $MU 5.89x. Ridiculous.
Record profits projected in 2027. Record again in 2028. And yet the market prices it like the story is over.
This is absurd. https://t.co/YtgkFIijPy↗
Jul 16
Midas — Never miss a 10x stock again.
@asymmetrix_xyz tracks where the smart money's actually moving - Leopold Aschenbrenner, Serenity, and other top traders so you're early, not late.
W…↗
Jul 16
Midas — Never miss a 10x stock again.
@asymmetrix_xyz tracks where the smart money's actually moving - Leopold Aschenbrenner, Serenity, and other top traders so you're early, not late.
W…↗
Jul 16
Midas — Leopold Aschenbrenner just added new AI stocks that could make people MILLIONS.
Just like he called $SNDK, $IREN, and $MU for an EASY +1000% returns.
Here they are:↗
Jul 16
Midas — That company is $NBIS.
Missed this one? Don't miss the next.
@asymmetrix_xyz tracks where the smart money's actually moving - Leopold Aschenbrenner, Serenity, and other top trade…↗
Jul 16
Midas — Here's what he bought in the last year from @asymmetrix_xyz, which tracks insiders like Trump:
$NOK
$PLTR
$AAPL
$MP
$ORCL
$HOOD
$IBM
$INTC
$DELL
$NOW
$MU
$ONDS
Follow me for mor…↗
Jul 16
Trade Whisperer — $MU $SKHY $DRAM New private (non bank) memory research just landed. July reports. Some of these reports cost five figures annually. I will be sharing my commentaries on these repor…↗
Jul 16
Alphatica — The market is selling the names with the best fundamentals and hiding in the ones with the worst.
Here's why.
Memory stocks: EPS revised UP 53% over 90 days. Price DOWN 21% this…↗
Jul 16
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Momentum stocks are getting crushed in July. Goldman Sachs’ High-Beta Momentum Index is down 24% month…↗
Trade Whisperer — $MU Let's check the facts.
TurboQuant? Noise. DeepSeek? Noise. Apple? Consumer. Irrelevant to AI memory.
Claude needs context. More context. More Memory. More Intelligence.
So d…↗
Jul 15
Shay Boloor — $ASML makes the machines that every advanced AI chip depends on and just raised its 2026 outlook for the second time this year.
When $TSM $INTC $SKHY and $MU place orders with ASM…↗
Jul 15
Alphatica — DARK POOL SCANNER | July 15, 2026
+$1.53B net buy. $MSFT +$1.48B zero sells. $AAPL +$1.02B zero sells. $GOOGL +$685M zero sells. Alert validated. $META +$883M. $QQQ -$1.02B. $SPY…↗
Jul 15
Alphatica — @The_WholeArmour There are institutions that bought it in the low 100's. They are cashing out. That's all it is. $MU↗
Jul 15
Alphatica — +$17.95B. $AAPL +$12.08B. $2.2M sells. $NVDA +$11.23B. $MSFT +$5.65B. $AMZN +$4.45B. Four names near-zero sells. $MU -$15.70B. The consistent buyer for two weeks just got unwound.…↗
Jul 15
TheValueist — $NVDA $MU $SNDK $LITE Great to have another US-based OSS LLM. Time will tell how competitive they are. NVFP4 checkpoint out of the gate. All good things for the GAI infrastructure…↗
Trade Whisperer — $MU fighting at 0.5 Channel Fibonacci. The market is fighting it. We're trading it. Entry on 15 min Blue. Exit on 5 min Pink.
Going for another test soon, let's see if bulls can c…↗
Jul 15
Trade Whisperer — Capacity maxed at every layer
$ASML: €44B midpoint guide, second raise this year, can't build EUV machines FAST enough.
"Taiwan accounted for 30% of revenue during the quarter, u…↗
Alex A.C. — Me buying more Photonics $AAOI and more Neoclouds $NBIS in the middle of this giga nonsense crash of Semis stocks
I don't buy more Memory / Storage bc I'm several Xs up already 😉…↗
Jul 15
Alphatica — @Nic_Trevi We are going to find out together. The data is the data. Unless $MU is cooking the books. Fundamentals will even out the price.↗
Jul 15
Trade Whisperer — "A couple of guys who went short, those poor bastards, I mean, they are in big trouble. They're being wiped out," Trump said. "I never liked short guys." -Trump
$MU $DRAM $SKHY $S…↗
Jul 15
Trade Whisperer — $MU "Of those 16 customers, there are four very large customers, three medium sized customers, and the other nine are smaller customers related to the auto industry"
My guess:
4…↗
Jul 15
Serenity — @michaelsikand DRAM 20%+ hike for next quarter, $SNDK LTAs with $META, $MU 16+ LTAs.
Market: proceeds to sell off memory.
800G transceiver revision sharply upward? Lasers complet…↗
Jul 15
JC Investing — Honestly shocked $MU isn’t $1500 yet sub $1000 is a bit all day long↗
Jul 15
Alex A.C. — @TheBigBerbowski 😂😂👌 soon $MU at P/E 1 🤣 "cyclical cyclical!!"↗
Jul 15
Dillon Valdez — It suggests that the market is “beginning” to sniff out maybe a reduction in the pace of AI spend & an “optimization”, or a sensing that profits will be prioritized over CapEx…↗
Jul 15
PhotonBull — My only concerns with the memory 'trade' were not fundamental, but market related
The large amount of leverage, the big and fast run and the fact it was so crowded were real risks…↗
Jul 15
Shay Boloor — $MU JUST BROKE BELOW $900 https://t.co/pxI2jYK82i↗
Jul 15
Serenity — @meikozz_2026 I don't see any fundamentally wrong. There's probably going to be large corrections from time to time flush out margin/leverage before things move higher.
And this…↗
Jul 15
Alphatica — @AmodaeSucitat There is something more going on between the mega caps and the memory stocks We will have more on this today. $MU $AAPL↗
Jul 15
PhotonBull — Didn't think I would live to see the day $BTC was green and memory was down
$SNDK $MU $SKHY $DRAM↗
Jul 15
Shay Boloor — $ASML memory revenue has nearly doubled over the past three years and is expected to grow ~75% this year as HBM is becoming a massive growth engine.
With $MU, $SKHY and Samsung r…↗
Jul 15
Wayne Liang — Just a shower thought...
If you look at the actual numbers of AI agents, 79% of companies have adopted them, but only 11% have them running in production.
That gap isn't AI faili…↗
Jul 15
Jukan @COMPUTEX — Excerpt from GFHK’s monthly call: Memory sector commentary
Customers are pushing back strongly against price increases approaching 30%, leading us to slightly lower our forecast f…↗
Jul 15
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…↗
Jul 15
Antonio Costa — $MU Flagging abv its EMA50 ? https://t.co/i6LKUpG1IT↗
Jul 15
Trade Whisperer — $MU "Our view is consistent with management, that AI will keep DRAM demand well above supply BEYOND 2027" -Morgan Stanley
Holy Structural $DRAM Shit↗
Jul 15
Serenity — Well, looks like SLC NAND is forcasted to rise up 120-170% for H2 2026 per Trendforce.
There's $MU (21%), Kioxia (20%) as largest share, but clearer beneficiaries appears to be:…↗
Jul 15
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. June U.S. inflation came in much cooler than expected. Headline CPI was 3.5% YoY vs 3.8% expected, wh…↗
Jul 15
Shay Boloor — $MU JUST BROKE BACK ABOVE $1,000 https://t.co/DO26MKV2Gw↗
Jul 14
TheValueist — $SNDK $MU $SKHY $DRAM I highly suspect HBF is likely happening for GAI data centers. Second earnings call that $AEHR has dove into it with customer validation progressing. Invest a…↗
Jul 14
Wayne Liang — $SKHY is up 27% today, and $MU rose with it.
Turns out giving U.S investors a direct HBM play doesn't cap $MU. It lifts the entire memory group by eliminating the "Korea discount.…↗
Alphatica — +$5.0B. Cool CPI day. $QQQ +$1.90B. $NVDA +$1.12B. Back to buying. $MU +$902M. $IWM -$1.11B. Small caps sold at scale. The mega-caps rallied. The small caps didn't. Q3 week three.…↗
Jul 14
TheValueist — $NVDA $MU $SNDK $LITE Wherever it shakes out, the GAI infrastructure trade is the winner.↗
Jul 14
Michael | Hypermarkets — According to $IBM, $MU should spike to $2000+
These are $IBM CEO exact words:
"In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, sto…↗
Jul 14
Michael | Hypermarkets — Read the letter closely.
In the final weeks of June, $IBM's own clients stopped buying $IBM and started hoarding servers, storage, and memory instead.
Here are 4 reasons I think…↗
Jul 14
Michael | Hypermarkets — $IBM crashing 25% in 1 day is extremely bullish for $MU $DRAM $SKHY
Here's why:↗
Jul 14
Alphatica — IBM's CEO just validated the demand thesis behind our MU research.
Arvind Krishna said clients shifted capex toward servers, storage, and memory to secure supply-constrained infra…↗
Jul 14
Alex A.C. — LOOOL 😂😂 Memory situation is SO bullish that the investing firm 'Mirae Asset Securities Korea' cuts a bit the ASP estimates for SK hynix $SKHY, and then says:
- "PT krw 4.2 MM /…↗
Jul 14
Trade Whisperer — $SKHY +19.6% $MU +5%
Repeat after me.
Michael Burry is Fucked.
Michael Beary is Fucked. https://t.co/kAKvQjg4rl↗
Jul 14
Trade Whisperer — $MU Can we go to $1500 already? Seems like a no brainer.
Micron is on track to generate nearly $400 billion in CY26/27 revenue combined. That's roughly 40% of its market cap produ…↗
Jul 14
TheValueist — $NVDA $MU $SNDK $LITE This will be an epic shakedown of the data center operators.↗
Jul 14
TheValueist — $NVDA $MU $SNDK $LITE This is the epitome of my CRAVE Thesis of GAI - Cost Reduction and Value Expansion. I have shared extensively about this axiom.↗
Jul 14
TheValueist — $NVDA $MU $SNDK $LITE What is interesting about this comment is that as OSS LLMs become more competent and require less VRAM/DRAM for a given level of output quality, a local LLM m…↗
Jul 14
Shay Boloor — Three memory makers now post higher operating margins than Nvidia:
• $MU 80%
• $SKHY 72%
• $SNDK 69%
• $NVDA 66%
The AI memory boom is becoming as profitable as the chips it supp…↗
Jul 14
InvestmentGuru — $IBM
IBM shares dropped ~20% after its preliminary Q2 results missed expectations, raising concerns about enterprise IT spending.
But the bigger picture may be more nuanced.
Rev…↗
Jul 14
TheValueist — $MU $SNDK $SKHY $DRAM Lower inflation and potentially lower interest rates are great for the memory/storage trade and for the GAI infrastructure trade overall. https://t.co/e8VKnA…↗
Jul 14
Trade Whisperer — $MU Holy Shit.
Morgan Stanley projects Micron will generate ~$400B in combined operating income across 2026 & 2027. That's nearly 40% of the entire market cap. That's fucking…↗
Jul 14
Trade Whisperer — $TSM $MU $SKHY $DRAM
TSMC's SoW-X: 64 HBM stacks on a single wafer. Today's best? 12.
Today (CoWoS): 8 to 12 HBM stacks
2028 (CoWoS): 20 HBM stacks
2029 (CoWoS): 24 HBM stacks…↗
Jul 14
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Trump says the U.S. is reinstating the blockade and will now charge a 20% fee on all cargo passing thr…↗
Jul 14
Nick Colas & Jessica Rabe (DataTrek) — 1/2 About half the S&P 500’s valuation is based on expected future earnings growth. For US Big Tech, that number averages 59% (and 54% ex $TSLA). For semiconductor stocks, it i…↗
Jul 13
Michael | Hypermarkets — $2500 isn't a moonshot it's ~2.5x from here.
$MU earning its way there. I'm locked in because HBM is the new oil. Only US memory maker left. HBM sold out. 72% gross margins don't…↗
Jul 13
Michael | Hypermarkets — The entire AI trade is ON SALE.
24 stocks, avg –33% off their highs:
🔴 Oracle $ORCL –59.3%
🔴 IonQ $IONQ –49.4%
🔴 ServiceNow $NOW –49.2%
🔴 Applied Optoelectronics $AAOI –48.6%…↗
Jul 13
Shay Boloor — @WOLF_Financial @hamids Hamid crushed it with making $MU his top position↗
Jul 13
Alex A.C. — Me today buying more Semis stocks after a 2-weeks crash and the implosion of the Korean Market
$MU $SKHY $SNDK $NBIS $AAOI https://t.co/HCfdOjMaGm↗
Alphatica — DARK POOL SCANNER | July 13, 2026
+$1.48B net buy. The tapes disagree. Again. $SPY +$1.81B. The dark pool is buying what the lit tape sold. $META -$407M. Both agree sell. $SOXX -$…↗
Jul 13
Alphatica — -$7.17B. The lit tape de-risked ahead of CPI. $META -$1.36B. Profit taken. $AAPL -$819M. $NVDA -$816M. Last week's winners sold. $MU +$1.99B. The only consistent buyer. Q3 week thr…↗
Jul 13
Michael Sikand 🦑 — There's a problem with memory.
I'm a memory bull and think a strong concentration is critical for any AI portfolio. But I do think the market's obsession around it is overblown co…↗
Jul 13
Trade Whisperer — $MU BOTTOM? 50 SMA and Fib 50% bounce. Two key levels converging is constructive, but it does not guarantee a reversal.
We follow BLUE and PINK candles for adding and trimming. We…↗
Jul 13
Michael | Hypermarkets — Don't forget $NVDA crashed 4x in 1 year before exploding from $85 to $237.
$MU will be the exact same crashing from $1250 to $700 before exploding to $2500+ https://t.co/3tpaTU105…↗
Jul 13
Trade Whisperer — $MU $SKHY $DRAM Just Remember
HBM pricing is expected to nearly TRIPLE by Q4 2027. Not stabilize. Not hold. Triple.
Volatility is driven by fear. The thesis is driven by data. ht…↗
Jul 13
Trade Whisperer — $MU $SKHY $DRAM Just Remember
86% operating margins projected to hold through 2027.
Volatility is psychologically driven. The investment thesis is data driven. https://t.co/1c4Gj…↗
Jul 13
Midas — Leopold Aschenbrenner owns a HUGE stake in this AI bottleneck stock.
This company could be the next 10x runner like $SIVE / $SNDK / $MU.
Here it is:↗
Jul 13
Jose Najarro Stocks — $MU What Does Micron See Next First? $800 or $1,000 https://t.co/yDXZmbT2x2↗
Jul 13
PhotonBull — Feels like there is a lot of fear in memory
Great time to buy IMO
$SNDK $MU $DRAM $SKHY↗
TheValueist — $NVDA $MU $SNDK $LITE Its great that the frontier labs are taking client data privacy under greater consideration. However, they are not only training on the data itself (when allo…↗
Jul 13
Shay Boloor — $SKHY is the most direct public bet on HBM with its $NVDA exposure and margins more tightly tied to the memory bottleneck than $MU or Samsung.
Samsung offers memory scale with con…↗
Jul 13
JC Investing — I’m convinced the people bashing $DRAM $MU and $SNDK are the same ones that missed the generational run https://t.co/3HSO7tGZ7F↗
Jul 13
Wayne Liang — Always funny seeing comments asking if $WYFI is too far gone to join in, up 40% in a month, etc.
Reminds me of when I called $MU at ~$118. Got the same reaction. "Already ran." "M…↗
Alex A.C. — Zephyr with his article has killed not only all the Memory bears but also their offspring 😂 Look at the Supply-Demand imbalance by 2030 !! 🔥🔥 Imagine the ""cycle"" 🤣 And Physic…↗
Jul 13
TheValueist — $NVDA $MU $SNDK $LITE BBG OpenAI and Anthropic monthly credit card panel data. I believe there is too much variance and noise to look at the weekly or daily data. https://t.co/H7ZZ…↗
Jul 13
Trade Whisperer — $NVDA and $MU are cheaper than Hershey
One sells chocolate and the other two builds the AI thinking layer.
The market is mispricing the future.↗
Jul 13
TheValueist — $MU $SKHY $SNDK $DRAM Memory and storage names are looking like they will get pummeled this morning. Nothing has changed in my long-term conviction in any of these names. The vol i…↗
Jul 13
JC Investing — Here’s the truth:
$MU is a $1500 stock trading at $1000
$NBIS is a $100 stock trading at $220
$NVDA is a $350 stock trading at $200
$RKLB is a $40 stock trading at $80↗
Jul 13
InvestmentGuru — $MU $AMD $CRDO $MRVL $AAOI $AXTI $COHR $INTC $SNDK $NBIS
AI infrastructure stocks are under pressure in the premarket as the sector goes through a broad rotation and consolidatio…↗
Jul 13
mon — SK Hynix is now down 12.8%.
If you've missed the memory rally, this could be the opportunity you've been waiting for.
$SNDK, $MU, $DRAM https://t.co/swFqfXPzFP↗
Jul 13
InvestmentGuru — Earnings Week Ahead (Jul 13-17)
Big week for reads across the market — banks, semis, healthcare, and industrials all report.
Banks/Financials (Tue-Wed): $JPM $GS $BAC $C $WFC $MS…↗
Jul 13
Serenity — Just a semi recap TLDR:
- $GLW glass bridge per Morgan Stanley has potential, but hard to displace FAU (like FOCI) in short term
- $SPCX Starlink Gen 3 is scaling to 100,000 unit…↗
Jul 13
TheValueist — $NVDA $MU $SNDK $LITE I hear your perspective. Divergence of options is what makes a market. Let's see what the world looks like on 1/21/28.↗
Jul 12
PhotonBull — This weekend, a family member tried to tell me that memory chips multiplied in price the last year due to inflated raw materials prices due to the war.
The Ukraine war.
You can'…↗
Jul 12
Space Investor — $SPCX / $MU: Goldman Sachs recently published a research note outlining a long-term vision for SpaceX’s Starship program that includes 5,288 dedicated AI missions by 2031.
Accord…↗
Jul 12
Trade Whisperer — $MU $SKHY $DRAM The total HBM demand picture across all accelerator platforms is stacking higher every quarter.
“Demand for XPUs and networking is simply insatiable. During the qu…↗
Jul 12
Trade Whisperer — $MU $SKHY SK Hynix Chairman Chey Tae-won:
“It took us 9 years for us to create a cluster in Yongin. Also, a chip factory requires massive land, power, water and talent.”
9 years.…↗
Jul 12
TheValueist — $NVDA $MU $SNDK $LITE Read this thread.↗
Jul 12
TheValueist — $NVDA $MU $SNDK $LITE Love it. @OpenAI @AnthropicAI frontier model knock out competition is only a good thing for the GAI infrastructure trade.↗
Jul 12
Trade Whisperer — $MU $SKHY $SNDK $DRAM
CPU TAM by 2030: $200 Billion. That's cute.
Memory TAM by 2030? ~$1 - $2 Trillions projected by financial banks and private research firms.
And no, it's no…↗
Jul 12
Shay Boloor — $ASML is one of the cleanest ways to own the AI semiconductor buildout because every major chip trend ultimately requires lithography.
Memory rose to 51% of net system sales in Q1…↗
Shay Boloor — Goldman Sachs expects $SPCX Starship AI missions to reach 5,288 by 2031 with each carrying 30–50 satellites powered by one GB300-equivalent rack apiece.
That could mean millions o…↗
Jul 12
Alphatica — Introducing Lauren Hayes, our Semi Conductor, Memory and AI hardware Senior analyst.
In her first video she breaks down the full AI value chain and where we see the highest-convic…↗
Jul 12
Alphatica — WEEKLY DARK POOL RECAP | Week 17 | Q3 Week Two
Our classification algorithm called 13/17 correct. 76.5%. Top 10 by conviction: 10/10. $24.2B net buy. The dark pool bought the wors…↗
Jul 12
Shay Boloor — @FuturumEquities Wild to see $MU posting higher operating margins than $NVDA... shows how AI has made memory bandwidth even scarcer than compute design.↗
mon — AI needs more compute, more compute needs more memory, more memory needs better packaging, better packaging needs better substrates, and the winners will be the companies that can…↗
Jul 12
Trade Whisperer — $AAPL is completely losing its negotiating leverage in the semiconductor industry and that's a good news.
Just like Apple lost its pricing power with the Memory Trio on $MU $SKHY…↗
Jul 12
Alphatica — ALPHATICA RESEARCH | MU Is 22% Below Consensus Target. Here's What Happens Next.
MU is down 15.16% in July. Up 695% over twelve months. Everyone on fintwit is asking why a stock t…↗
Jul 12
TheValueist — $NVDA $MU $SNDK $LITE I created this post well before @openclaw or @NousResearch were first released. I have thought about it a good deal since I first shared it. It is incredible…↗
Jul 12
Trade Whisperer — AI is still in diapers. Still crawling.
Everyone is debating today's AI.
I'm investing in tomorrow's AI.
Imagine the AI adulthood.
Go Long.
$MU $DRAM $SNDK $SKHY $TSM $NVDA $LITE…↗
Jul 12
Trade Whisperer — "A server DRAM shortage is already anticipated for 2027."
"Initial estimates predict that total RDIMM bit supply will grow by only 15–20% YoY, significantly LAGGING the projected…↗
TheValueist — $MU $SKHY $005930 $DRAM $EWY This is one more aspect the market doesn't fully appreciate. The bit exchange rate for HBM4E from DRAM is 4-5x. It is likely that the bit exchange rate…↗
Jul 11
TheValueist — $MU $SKHY $005930 $DRAM $EWY Soon enough. The market still doesn't appreciate that under every HBM4E and subsequent generation stack is a logic die. That logic die gets increasing…↗
Jul 11
Alex A.C. — First was $NVDA Jensen, after was Phison CEO, $DELL CEO, the $MU CEO.... and more recently the SK hynix Group CEO.... not to mention the myriad of Investing Firms, most notably Nom…↗
Jul 11
TheValueist — $NVDA $MU $SNDK $LITE It’s been six months since I set up and built out my first @openclaw Analyst Agent. I now have 14 unique and independent agents running on multiple VPSs, cove…↗
Jul 11
Trade Whisperer — HBM was built for Artificial Intelligence.
It's not where data sits. It's where AI thinks.
Stupid analysts keep pricing it like a storage commodity cycle. You and I are the contr…↗
Jul 11
Trade Whisperer — $MU $SNDK $SKHY
$TSLA's factory that built Model S/X for a decade died in 46 days. Optimus robot production is taking over.
Target: 1 million Optimus a year. So just how much me…↗
Jul 11
TheValueist — $NVDA $MU $SNDK $LITE I’ve said this a few times before, if the value you provide is gatekeeping access or information you are in for a rude awaking in the age of GAI.↗
Jul 11
Trade Whisperer — [My research & charts] are more valuable BY FAR than @fundstrat
I rarely post testimonials here on X, but Greg's been with us since day one and he's made a "small" fortune on…↗
Jul 11
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +707%
2. $PENG +301%
3. $AEHR +260%
4. $AXTI +250%
5. $DELL +245%
6. $AAOI +244%
7. $MU +243%
8. $WDC +238%
9. $INTC +198%
10. $ARM…↗
Jul 11
Shay Boloor — $MU is expected to make more profit this year than it generated over the previous 20 years combined 🤯 https://t.co/RAnSb3VAZF↗
Jul 11
TheValueist — $NVDA $MU $SNDK $LITE This is a great distinction. Single-user SaaS vs. multi-user enterprise SaaS deployments. I agree. Single-user is at much greater risk of disintermediation by…↗
Jul 11
Michael | Hypermarkets — $DRAM — the first-ever memory ETF.
Everyone spent this whole AI run fighting over which stock to own $NVDA, $MU, $SNDK, $AVGO, $AMD, $AAPL, $META, $MSFT, $GOOG, $TSLA.
Here's wha…↗
Michael | Hypermarkets — My favorite one to get right now is $DRAM for January 2028 $100 calls for memory for these 3 reasons:
1/ Memory is THE bottleneck of AI not compute, memory. HBM is effectively so…↗
Jul 11
Shay Boloor — Three companies still control ~90% of the global DRAM market:
• Samsung ~37%
• $SKHY ~30%
• $MU ~23%
The important point is that the value inside DRAM is shifting toward HBM and…↗
Jul 11
The Future Investors — High revenue growth usually comes with a premium valuation 💰
$NVDA and $MU are among the few companies in the S&P 500 that combine exceptional growth with relatively low fwd…↗
Jul 11
Alphatica — Dark pool alert. After hours.
17:44:03 AAPL BUY $500, 000, 086 NASDAQ Car
17:41:45 SPY BUY $365, 975, 602 NASDAQ Car
17:41:45 MU BUY $241,467, 960 NASDAQ Car
$AAPL BUY…↗
Jul 11
TheValueist — $NVDA $MU $SNDK $LITE My view is that the basket of US hyperscalers will once again take up 2026 full-year capex estimates and whenever 2027 indications are given, they will be hig…↗
Jul 11
Damnang2 — This latest memory article received far more engagement than I expected. Thank you to everyone who took the time to read it.😍
I wrote the public section in accessible language so…↗
Jul 10
Trade Whisperer — "Over the next five years, we plan to double our entire capacity but our customers are telling us that's not enough. They want five times, six times more. Double is not enough. Dem…↗
Jul 10
JC Investing — $MU is a 1500 stock trading at $1000
$AMZN is a $400 stock trading at $245
$HIMS is a $15 stock trading at $35
$PYPL is a $20 stock trading at $45↗
Jul 10
PhotonBull — This would be so funny
Would also be a HUGE catalyst for the AI trade as it would be the final signal that capex is not being cut, that AI spend continues and that $META is in the…↗
Jul 10
Alphatica — Next time a major company IPOs or lists in a sector you follow, the playbook is documented.
Map the direct competitors and supply chain names in advance. The calendar tells you wh…↗
Jul 10
Alex A.C. — Excuse me guys but..... SK Group CEO has just said in the interview they are going to invest in AI data centers and no one is talking about that?? 😱 $SKHY
I assume Micron $MU co…↗
Jul 10
Alphatica — EDUCATIONAL POST:
MARKET MECHANICS | The 10:32 Flash Drop Explained
SPY dropped $5.15 in 60 seconds this morning. 2.3 million shares. Every mega-cap sold simultaneously. Fintwit…↗
Jul 10
Trade Whisperer — $MU solana:SKHYhSjuRWHgikq8eRKbtBbpABgJSkd7ytQV14i9EQ3 Memory as a Service?
SK Chairman says company may offer "Memory as a Service" where customers could rent access/usage instea…↗
Jul 10
Alphatica — DARK POOL SCANNER | July 10, 2026
+$3.29B. New largest dark pool buy of the series. $NVDA +$1.34B zero sells. Both tapes agree. $AMD +$1.30B. $QQQ +$1.32B. $SPY -$768M. Tapes disa…↗
Jul 10
Alphatica — +$14.98B. Third consecutive session above +$13B. $NVDA +$3.99B. $6.5M sells. The $326M alert validated. $AMZN -$854M. $19.6M buys. Near zero. The tape picked winners and losers. Q3…↗
TheValueist — $NVDA $MU $SNDK $LITE I suspect the dispersion in returns of the GAI infrastructure trade compresses meaningfully in H2-2026. My gut tells me when that fully happens, and correlati…↗
Jul 10
TheValueist — $NVDA $MU $SNDK $LITE Watch the whole @semidoped video and read the follow-up below. Both excellent and great insight into how KV cache will be managed. @AccBalanced at @weka is de…↗
Kevin Maro — @Branson_LEE_ Yes, I'm making a post later, but I sold my $DRAM for $MU $SNDK , I also think $DISK is a better ETF after doing some research↗
Jul 10
Trade Whisperer — $MU $SNDK $SKHY Even if they signed 8-year deals, Wall Street Bears would still call them cyclical. Sell Micron at $260. Collect the credibility coupon. Walk away feeling smart.
I…↗
Jul 10
Midas — Never miss a 10x stock again.
@asymmetrix_xyz tracks where the smart money's actually moving - Leopold Aschenbrenner, Serenity, and other top traders so you're early, not late.…↗
Jul 10
TheValueist — $NDVA $MU $SNDK $LITE $SKHY $000660 EXECUTIVE CONCLUSION
Semi Doped is a semiconductor podcast launched in 2026 and hosted by Austin Lyons and Vikram Sekar. Sekar, who leads this…↗
Jul 10
Evergreen Capital — With the emergence of $SPCX and $META, the Western frontier is on the verge of expanding from 3 to 5 players. This is a phenomenal development that should have a meaningfully posit…↗
Jul 10
Trade Whisperer — $MU $SKHY $DRAM Nanya reported Q2 gross margin of 79.5%
"AI strong demand has driven structural changes in memory supply and demand, reducing cyclical factors in the industry. The…↗
Jul 10
Trade Whisperer — $MU $DRAM $SKHY
Apple squeezed memory makers on pricing for a decade. That era is OVER.
2023 → 2030
Mobile Share: 40% → 18%
Data Center Share: 30% → 62%
The biggest power revers…↗
Jul 10
Lando — They’ll say it was “obvious” in the end. Everyone says that after the move already happens
They said it with $MU, $SNDK, $NBIS, $MRVL, $AMD, etc
I know people are extremely conce…↗
TheValueist — $NVDA $MU $SNDK $LITE It is wild how they are collecting training data for physical GAI. This is a great quick watch, and it makes lots of sense.
The AI factory: the rewiring of I…↗
Jul 10
Alex A.C. — 😱😱 what I told you guys?? Memory volume x2 in the next years, and still "memory supply to remain insufficient" [ $SKHY Chairman] 🔥🔥 Future margins at ¿70%? are you sure? Even a…↗
Jul 10
Alex A.C. — Dylan Patel on Memory in "The Next Big Thing":
- Memory shortage is here to stay for years
- Memory supply will grow 20-30% per year the next years, but demand is continuously "d…↗
Jul 10
Alphatica — @Mr_Derivatives You have to be able to hold through the volatility. That is for any stock. $META $MU $NVDA↗
Jul 10
PhotonBull — Time for a fun day with $SKHY
Memory names like $SNDK $MU already starting to turn green after a rough open↗
Jul 10
TheValueist — $NVDA $MU $SNDK $LITE My Analyst Agents have gotten so good that I almost always have them give me an initial first look before I read anything of consequence. One of the greatest…↗
Jul 10
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE CONCLUSION
The July 2026 Groundbreaker essay presents a sophisticated and highly investable tail-risk framework, but it overstates its empirical ce…↗
Jul 10
PhotonBull — Still not too late to buy AI stocks IMO
$MU $DRAM $AAOI↗
Jul 10
Jeff York, PPT — $MU this past week, the weekly S1 #pivotpoint back to the weekly #pivotpoint (WP) = textbook! 🎯 https://t.co/ZvFcMCRDKd↗
Jul 10
TheValueist — $NVDA $MU $SNDK $LITE This is a great read shared by @KevinBCook . The GAI infrastructure trade is fundamentally a financing story; it’s a highly capital-intensive industry. I agre…↗
Jul 10
Alex A.C. — @jukan05 Double volume, so to speak, and -10 points in margins (from very highs ones, not a drop from 20 to 10 haha) ?? Give me that situation 100% over to have highs 80s margins a…↗
Jul 10
Jason Luongo — 8. $MU - Micron Technology
Makes the HBM memory inside every AI GPU. HBM capacity sold out through 2026 under fixed-price contracts. HBM4 shipping since Q2. $200B in planned capac…↗
Jul 10
Shay Boloor — The rise of $MU, $SKHY and Samsung shows how much memory has shifted from a cyclical semiconductor market into core AI infrastructure.
Demand for HBM and AI compute has helped tur…↗
Jul 10
Dustin — $MU Main Street Research LLC Buys 103,786 Shares of Micron Technology, Inc. https://t.co/fUJ8V1pgmM↗
Jul 10
InvestmentGuru — $SKHY just priced the largest-ever U.S. IPO by a foreign company — here’s the breakdown:
The deal: 177.9M ADRs priced at $149 each, raising ~$26.5B .
Why it’s huge: This tops A…↗
Jul 10
Trade Whisperer — $MU Holy. Structural. Shit.
This year's profit will likely exceed the past 35 years combined.
Seeing is believing. https://t.co/eylJ0zJ8i3↗
Jul 10
Trade Whisperer — @Carlo71734336 I may but I already own $DRAM and $MU. They will rally together by correlation.↗
Jul 10
Trade Whisperer — $MU Holy shit. Bloomberg just published this and Micron looks like a glitch in the matrix
~250% sales growth. Single digit PE. Bottom right corner. Completely alone.
And yet, the…↗
Trade Whisperer — $MU will be $190 by December.
After
10-to-1 stock split.↗
Jul 10
TheValueist — $NVDA $MU $SNDK $LITE Executive summary
The post is important because it frames AI infrastructure demand as broader than the usual hyperscaler and frontier-lab story. The author c…↗
Jul 9
InvestmentGuru — Bullish Calls Return to AI Semis: $MU, $SNDK, $AMD, $AVGO & $NVDA↗
Jul 9
Kevin Maro — For the record, I expect memory to continue rallying tomorrow. $SNDK $MU $DRAM↗
Jul 9
TheValueist — $NVDA $MU $SNDK $LITE Thank you!! If you are investing in any of the companies we write-up, I highly recommend you read them. They keep getting better!↗
Jul 9
Mike Investing — I’ve said it before, & I’ll say it again one last final time…
$NBIS is the next stock to see a euphoric 1,000%+ run just like $MU has recently seen.
With revenue growth of +684%…↗
Jul 9
Shay Boloor — @danielnewmanUV @cvpayne Great bounce from $MU today↗
Jul 9
Alphatica — @Chahal_99 They bought $MU in the LIT exchange. We did post yesterday about MU in the Dark Pool.↗
Jul 9
Alphatica — DARK POOL SCANNER | July 9, 2026
+$983M net buy. $META +$491M zero sells. $SPY +$471M third session. $SOXX +$314M alert validated. $AAPL +$297M. $MU -$1.19B. Tapes disagree. Lit:…↗
Jul 9
Alphatica — +$18.44B. Largest net buy of the series. $SPY +$3.66B. $AAPL +$2.78B near-zero sells. $META +$1.43B. $MU +$1.74B. Eight buyers. Zero sellers. The institutions bought everything. Q3…↗
Jul 9
TheValueist — $NVDA $MU $SNDK $LITE What is amazing is that all of these new SOTA frontier models have still only been trained and inferenced on Blackwell generation GPUs. Rubin-based LLMs will…↗
Jul 9
Trade Whisperer — $MU Gloriously back to $1,000+
Step 1: Buy at $62.
Step 2: Sit there like an idiot.
Step 3: Post about it 5,000 times.
Step 4: Still sitting. Still an idiot. Still holding.
+1500…↗
Jul 9
Midas — Never miss a 10x runner again.
@asymmetrix_xyz tracks where the smart money's actually moving - Leopold Aschenbrenner, Serenity, and other top traders so you're early, not late.…↗
Jul 9
Midas — This isn't a whiteboard problem. It's live.
It's bleeding performance inside every enterprise AI cluster shipping right now.
$MU sells you raw DRAM. $SNDK sells you NAND. Neither…↗
Jul 9
Midas — Drop down a level. The memory chip layer.
$MU and $SNDK feed the HBM and NAND into every inference workload. This is where the sophisticated money went.
But hyperscalers already…↗
Jul 9
Midas — This AI bottleneck could be the next 10x runner like $SIVE, $MU and $SNDK.
Almost no one is talking about it.
Here it is:↗
Jul 9
Midas — Here are the top stocks I found using @asymmetrix_xyz which tracks insiders like Trump, Leopold Aschenbrenner, Serenity, etc:
$PLTR
$SMCI
$VRT
$SNDK
$MU
Save this post and follo…↗
Jul 9
TheValueist — https://t.co/FxJqM2QMAg via @YouTube
$NVDA $MU $SNDK $LITE GPT-5.6, CHATGPT 5.6, WORK, AND GAI INFRASTRUCTURE ANALYSIS
EXECUTIVE ASSESSMENT
The core investment conclusion is th…↗
TheValueist — $NVDA $MU $SNDK $LITE The new GPT-Live voice model is a solid improvement. The full-duplex capability is critical for natural language conversation and the growth of use cases.
Na…↗
Jul 9
TheValueist — $NVDA $MU $SNDK $LITE - These are smart people with oversight of 10s of thousands of employees in their portfolio companies. They are extracting value from LLMs. Anyone who thinks…↗
Jul 9
Shay Boloor — Great to be featured on MarketWatch discussing the recent $MU drawdown.
I think the expectations got extremely high after a massive move and the market now wants proof that the me…↗
Jul 9
Kevin Maro — Did someone say "blood-green" memory stocks? $SNDK $DRAM $MU https://t.co/iDr9sXNegj↗
Jul 9
TheValueist — $NVDA $MU $SNDK $LITE The models will only keep getting better...↗
Jul 9
The Future Investors — $MU Micron raises U.S. investment plan to $250B by 2035, expanding AI memory chip production. The plan includes new fabs in New York, Idaho, and Virginia, a 10-year wafer supply de…↗
Jul 9
TheValueist — $NVDA $MU $SNDK $LITE There are many teams around the world working on this exact solution. All great things for the GAI infrastructure trade. The scaffolding and routers will only…↗
Jul 9
unusual_whales — Micron, $MU, says it now expects to invest $250 billion across the United States by 2035.↗
Jul 9
PhotonBull — Pretty solid day so far
Memory being an obvious outperformer after the Korea session didn't nuke for once
$PENG is continuing it's run after the earnings release
$NBIS red here…↗
Jul 9
Shay Boloor — $MU is trading back above $1,000. https://t.co/KvMn9R9HA2↗
Jul 9
The AI Investor — Looks like it was a free $50k a month for a $1M position. Did anyone get it ?
Easy money if $MU doesnt run too fast, but selling Micron calls has been mostly money losing in the p…↗
Jul 9
Alex A.C. — 'custom HBM' (cHBM) and why advanced AI Memory is no longer cyclical:
"An HBM carrying a customer’s circuitry is that customer’s dedicated part and cannot be sold elsewhere, and f…↗
Jul 9
TheValueist — This little jaunt to the $MU booth paid for the trip. Shoe leather research still pays dividends. MU construction photos are giving me Transformers Constructicon vibes.
-----------…↗
Jul 9
Trade Whisperer — $MU Bye Bye Shorts & Bears
See you at $1500 https://t.co/DK6fAMNbSN↗
Black Panther Capital — Semis, memory, and datacenter sectors are wiring up again.
All you need to know:
> FUD will cycle in and out over the next couple of years.
> demand and shortages are real and s…↗
InvestmentGuru — MORNING MOVERS
Semis roaring back — AI demand + easing geopolitical fears lighting a fire under the whole space:
GAPPING UP
$MU +6.7% — $3B US supply-chain investment
$KLAC +5.…↗
Jul 9
Shay Boloor — $MU now expects to invest more than $250B in the U.S. through 2035.
The plan targets roughly 40% of Micron’s DRAM production in the U.S. with its New York campus expected to beco…↗
Jul 9
Shay Boloor — $MU plans to invest up to $3B to strengthen the U.S. semiconductor supply chain.
That includes $500M for GlobalWafers Texas wafer expansion and a planned 10-year supply deal to su…↗
InvestmentGuru — buying opportunity in market
Photonics $AAOI $AXTI $COHR $GLW $NOK
Space $RKLB $ASTS $SPCX $RDW $SATL
NeoCloud $NBIS $CRWV $CIFR $APLD $IREN $HIVE $BTDR
Energy $OKLO $SMR $EOSE…↗
Jul 9
The Future Investors — DRAM demand is expected to grow at a 25–30% CAGR through 2030 📈
AI and HBM are the biggest growth drivers 🚀
A major tailwind for SK hynix, Micron, and Samsung. $MU $HXSCL $SSNL…↗
Jul 9
Midas — Many missed $MU at $100 before it PUMPED to $1000+ during the AI armsrace.
Everyone missed $SNDK at $30 before it PUMPED to $1000+ during the memory bottleneck.
Many will regret…↗
Jul 9
Midas — 2) $MU
Every GPU needs high-bandwidth memory attached.
More GPU = more HBM needed.
Micron supplies the memory that every hyperscaler's AI server depends on.↗
Jul 9
Midas — Never miss a 10x stock again.
@asymmetrix_xyz tracks where the smart money's actually moving - Leopold Aschenbrenner, Serenity, and other top traders so you're early, not late.…↗
Jul 9
TheValueist — $NVDA $MU $SNDK $LITE Agentic GAI and the Real Investment Edge: Reducing Bias and Workflow Friction
The most important takeaway from Annie Duke's talk is not simply that investors…↗
Jul 9
TheValueist — $NVDA $MU $SNDK $LITE Very impressive what Elon/@SpaceXAI accomplished, and it’s a race to the bottom among frontier model providers. With the mergers and IPO completed and the com…↗
Jul 9
Alphatica — BREAKING NEWS:
KeyBanc downgraded Salesforce to sector weight from overweight, this evening. The reason: lack of strength in channel checks and customer conversations.
This is n…↗
Jul 9
InvestmentGuru — $MU looking good after few days https://t.co/9I3lFDr2HM↗
Jul 8
Midas — Buy what Trump is buying and you will make generational wealth.
Here's what he bought in the last year:
$NOK
$PLTR
$AAPL
$MP
$ORCL
$HOOD
$IBM
$INTC
$DELL
$NOW
$MU
$ONDS↗
Jul 8
Midas — 1) $MU
Memory is the bottleneck nobody's pricing in.
Every GPU needs exponentially more DRAM and HBM attached than the last generation.
That's the constraint that scales harder…↗
Jul 8
Lando — RAISE Day 1 Summary $IREN:
‣ Horizon 1 handover confirmed 19th July
‣ Commisioning H2
‣ MSFT very happy with IREN so far, very hands off. Great partners.
‣ IREN on call with NVDA…↗
Jul 8
Kevin Maro — Swapped to $DRAM $MU and still holding a lot of $SNDK - but WOOPS↗
Jul 8
Midas — Missed this one? Don't miss the next.
@asymmetrix_xyz tracks where the smart money's actually moving - Leopold Aschenbrenner, Serenity, and other top traders so you're early, not…↗
Jul 8
Trade Whisperer — $MU "We have already shipped over $1 billion in HBM4 revenue."
HBM4 is the equivalent of shipping a Blackwell platform. The 2nd generation.
Welcome to the Memory AI Revolution. Y…↗
Jul 8
Shay Boloor — @VanquishTrader This should be a tailwind for $MU stock on Friday.↗
Jul 8
Midas — Trump has been allegedly pumping stocks like $DELL, $MU, $INTC, and $NVDA everyday.
Now he has bought $25M of this AI bottleneck stock and almost no one knows about it.
Here's…↗
Alphatica — @stockdatamarket This is the same argument people made about storage in 2005. "Compression will kill hard drive demand." Instead we just stored more data.
Jevons Paradox. Every ti…↗
Jul 8
TheValueist — $NVDA $MU $SNDK $LITE THE LANGCHAIN-NVIDIA NEMOCLAW READ-THROUGH
https://t.co/gZnkKiw7gX
EXECUTIVE CONCLUSION
The LangChain/NVIDIA NemoClaw Deep Agents Blueprint should be inter…↗
Jul 8
Kevin Maro — Prediction: Memory ( $DRAM, $MU, $SNDK, etc) will be blood-green tomorrow, as South Korea bids up Sk Hynix $SKHY before it's IPO Friday.↗
Jul 8
Alphatica — DARK POOL SCANNER | July 8, 2026
+$2.54B. Largest dark pool buy of the series. $SPY +$868M. Second consecutive massive buy on a sell day. $QQQ +$832M. $TSM +$216M zero sells. Ever…↗
Jul 8
Alphatica — +$13.37B. The institutions bought the worst internals of the series. $MU +$4.39B. Pre-market alert validated. $AVGO +$1.23B zero sells. $NVDA +$1.89B. Seven buyers. One seller. Q3…↗
Jul 8
mon — Great day so far.
- $PENG smashed it. Currently +25%.
- Data center stocks are up across the board.
- $WYFI & $WULF +11%, $NBIS +9% & $IREN +7%.
- Memory stocks starting to…↗
Jul 8
Trade Whisperer — $MU Whatever your thesis is, bear or bull. The math does not care.
Next 12 months: 6.2x forward P/E (lowest).
Last 12 months: 21.3x forward P/E (2nd lowest).
Whether you look ba…↗
Jul 8
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE SUMMARY
The 07/08/2025 to 07/08/2026 daily local-currency correlation matrix shows a common-factor-dominated TMT, semiconductor, AI infrastructure,…↗
Jul 8
TheValueist — $NVDA $MU $SNDK $LITE $GEV Below is the correlation matrix of my key GAI infrastructure trades: 1) sorted by correlation to NVDA 2) sorted by correlation to MU 3) sorted by correla…↗
Jul 8
Alphatica — Sentiment is positive. This post is not about size.
$HD $QQQ $MU↗
Jul 8
Alphatica — Dark pool alert. 1:08 PM.
Five consecutive buys. Zero sells. Same pattern as yesterday.
$QQQ BUY $10.6M (1:07 PM)
$QQQ BUY $5.0M (1:07 PM)
$QQQ BUY…↗
Jul 8
PhotonBull — And the market goes green
Very good sign to see a premarket dip and bottom so far, with a red to green move on $QQQ and many names like $NBIS $SNDK $MU $DRAM https://t.co/SZTwXg0R…↗
Jul 8
KaizenInvestor — Interesting discussion panel on memory with the VP memory system Research of $SKHY (Sk Hynix).
On HBM - SK Hynix is the firm leader in HBM but they do not believe it is the final…↗
Jul 8
TheValueist — @gabepereyra @lawheroezV2 $NVDA $MU $SNDK $LITE Take a blank public-to-public purchase agreement template and calculate how many tokens it takes to recreate the final filed documen…↗
Jul 8
BULL OF BRITAIN — Two threads just got published by @0xBADB01E
that changed how I think about the AI trade. Ill try my best to translate as easy as possible.
> One showed inference is a LATENCY p…↗
Jul 8
Shay Boloor — $MU is now going through its second-largest drawdown of the past year. https://t.co/7vkmMqv4b8↗
Jul 8
TheValueist — $NVDA $MU $SNDK $LITE Strongly recommend learning about NVDA Dynamo if you are not familiar with it. Write-up below.
https://t.co/bHjyQ3GVR8↗
Jul 8
Trade Whisperer — $MU $DRAM $SNDK $SKHY
"Memory makers have notified customers of another 20%-30% increase in DRAM contract prices for Q3, while NAND Flash contract prices are set to climb 35%-40%.…↗
Jul 8
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48
Daniel & I will be live today at 1PM ET exclusively on the Futurum Equities YouTube channel covering:
• Is the memory trade over for $MU, $S…↗
InvestmentGuru — Rotation back to AI infrastructure play
$MU
$SNDK
$NBIS
$CRDO
$MRVL
$AVGO
$MRVL
$CRWV↗
Jul 8
Trade Whisperer — $MU Rise Up Micron!
Memory Made In America https://t.co/gNNPkuju46↗
Jul 8
Alphatica — Dark pool alert. Pre-market. 9:06 AM.
| 09:06:32 MU BUY $49,998,763 NASDAQ Car │ │ 09:06:32 META BUY $10,732,…↗
Jul 8
Michael | Hypermarkets — Every company partnered with $NVDA ⬇️
HYPERSCALE & CLOUD
$AMZN (AWS) — $10B+/yr cloud AI infrastructure, training and inference at scale
$MSFT (Azure) — $10B+/yr cloud GPU comput…↗
Jul 8
Michael | Hypermarkets — Buy $DRAM calls for January 2028 $100 strike.
The #1 reason is $MU earnings is on September 22, 2026 and we know Q4 guidance for them is even better than in Q3. They are expecting…↗
Jul 8
Michael | Hypermarkets — Remember, President Trump owns 20% equities in his portfolio and 6.5% crypto.
He wants the stock market to go up and he is buying dips.
You need to also buy dips on these 5 stoc…↗
TheValueist — $NVDA $MU $SNDK $LITE Tom @no_stp_on_snek is an outstanding account to follow if you want to understand what people are doing with OSS LLMs. He gives a detailed analysis of the var…↗
Jul 8
Mike Investing — Don’t chase $MU & $SNDK after their recent 3,000%+ runs…
There are 5 stocks you should buy instead that have similar upside potential:
1. $ZETA ~ Zeta Global
2. $FCEL ~ Fuelcell…↗
Jul 8
TheValueist — $NVDA $MU $SNDK $LITE This earnings season, my primary objective is to identify the earliest signs of structural fatigue in the GAI infrastructure trade. Idiosyncratic outperforman…↗
Jul 8
TheValueist — $NVDA $MU $SNDK $LITE Music to my ears. We need more tangible demonstrable token consumption in addition to coding. I have no doubt many more industries will follow and the GAI inf…↗
Jul 8
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. U.S. Central Command forces have begun launching powerful strikes against Iranian targets in response…↗
Jul 7
Alphatica — Asian markets set for negative start to Wednesday trade. Futures signaling steep opening losses in Japan and South Korea and flat start in Hong Kong. We will update if volatility w…↗
Jul 7
Alphatica — -$2.01B. $NVDA +$1.19B near-zero sells. $TSLA -$1.08B zero buys. $META +$707M. The tape split on a sell day. The institutions picked names. Q3 week two.
$14.38B in buy blocks. $16…↗
Jul 7
Alphatica — @Jim_Santee @JPATrades We are going to post soon. They bought the last 2 hours. $MU↗
Jul 7
Alphatica — @0xascale The power queue is real and it is the binding constraint on the demand curve.
But consider the counterpoint. If racks cannot be energized yet, that means the memory is b…↗
Jul 7
TheValueist — $NVDA $MU $SNDK $LITE Everyone’s getting in on the action. Jehovah’s Witnesses Bought a Data Center from Kyndryl Inc. But Will Not Say What It Plans to Do With the Facility
https:…↗
Midas — Trump made over 200% returns on this stock - just like he did with $INTC and $MU.
The stock has been doing quite poorly, down 46% from it's ATH, and it's now 26% lower than the P…↗
Jul 7
Trade Whisperer — $MU PINK and Invalidation candles told the story before it happened: -22% drawdown. My only regret: not trimming enough.
Bulls now defending the Fib 0.618. Bounce incoming. LFG!…↗
Alphatica — @_peterjeong They are starting to buy now. $MU↗
Jul 7
Trade Whisperer — $MU $DRAM LPDDR pricing could see hikes exceeding 20% for Q3 2026. Apple is Cooked.
SOCAMM2, the new AI server memory standard built on LPDDR5X, is being adopted across the board.…↗
Jul 7
Alphatica — @antibearthesis All noise. Today is profit-taking after the best 8-month run in memory sector history looking for a catalyst.
$MU $SNDK↗
Jul 7
Alphatica — $MU this is going to move soon. The Block Brigade is making a comeback. They are buying the dip. Do not be fooled by the crazy talk on this platform.
$MU $DRAM https://t.co/daDNV…↗
Jul 7
Alphatica — @TrendSpider Today is profit-taking after the best 8-month run in memory sector history looking for a catalyst. A 1.7% revenue miss on a company with 52% operating margins and 1,81…↗
Trade Whisperer — $MU $DRAM My thoughts on Samsung Pre-Earnings: Over-Reaction.
First, remember Samsung is a conglomerate made up of Foundry, Electronics, and other segments.
Samsung's pre-earning…↗
Jul 7
Alphatica — @BullTheoryio Samsung printed the largest single-quarter profit any tech company has ever reported. Revenue missed by 1.7%. The market erased $181 billion across memory stocks in r…↗
amit — so is this chip selloff going to be like every other chip selloff in the past two months where the dip gets bought within a few days?
or are people actually selling here
every ti…↗
Jul 7
Trade Whisperer — $MU Printed a low of $891. Bulls now working to hold the Fib 0.618 zone ($912 to $918) and now trying to run away to the upside.
Blue & Pink candles are flashing the signal. C…↗
Jul 7
Alphatica — Samsung just reported Q2 preliminary results. Revenue missed. Operating profit beat. The memory complex sold off anyway.
The numbers: Q2 revenue KRW 171 trillion, 0.7% below conse…↗
Jul 7
Michael | Hypermarkets — 200%-500% news triggers:
$MU — HBM4 ramp for $NVDA Rubin and tightening DRAM supply drive memory pricing power higher → ~late Sept 2026 (FQ4 earnings); HBM4 ramp runs H2 2026
$SN…↗
Jul 7
AlmaCap — Amazon raising $25bn:
"https://t.co/3ZDcj7YL6C is looking to raise at least $25 billion through a U.S. dollar bond sale, Bloomberg News reported on Tuesday, in the company's late…↗
Jul 7
TheValueist — $NVDA $MU $SNDK $LITE Legal billing rates will be compressing. Wherever you see GAI-related deflation, a portion of that pre-existing profit pool is being captured by the GAI infra…↗
Alphatica — Samsung just reported a 19-fold increase in operating profit.
The stock fell 7%.
The beat was not big enough. The top line missed slightly. Expectations were too high after a 100…↗
Shay Boloor — $MU JUST BROKE BELOW $900 https://t.co/BWAUPLHnJn↗
Jul 7
The Assembly — Our AI (Assembly members only) said avoid $MU. Down 23% since.
Grok said buy. Anyone who listened is down 23%.
We built something different. Reopening July 22. https://t.co/56wWo…↗
Jul 7
Serenity — Just putting it out there:
If everything crashes together from $NBIS, $MRVL, $INTC, $SNDK, $AMD, $SIVE, $MU, $LITE, and others...
Which are all down -4% to -10%+ today so far.…↗
Jul 7
Antonio Costa — $MU $1040 calls getting some volume. DTE10 https://t.co/dHIT8zLqgz↗
Jul 7
Alex A.C. — I'm seeing HUGE amount of Panican Nonsense -PN- out there lately due to the recent underperformance of the HIGH QUALITY AI names, say, $SNDK , $MU , $LITE , $AMZN and other ones ve…↗
Jul 7
JC Investing — $MU is a $2000 stock trading at $950
$NVDA is a $400 stock trading at $190
$HOOD is a $200 stock trading at $110↗
Jul 7
InvestmentGuru — Silicon-to-Substation: 5 Themes Built for the Long Run
Photonics / Optical Interconnects The bottleneck is shifting from compute to data movement. Co-packaged optics fixes that. $…↗
Jul 7
Michael | Hypermarkets — President Trump invested millions in this company, but has never mentioned it:
$AVGO — Broadcom.
His financial disclosure shows Broadcom held across multiple accounts, with one p…↗
Jul 7
Michael | Hypermarkets — President Trump pumps $DELL, $NVDA and $MU everyday.
He owns up to $25M of this AI company and never once talked about it.
No one knows what this stock is except me:↗
Jul 7
Black Panther Capital — Here’s my h2 predictions:
> massive earnings coming in. $MU already delivered. $GOOG $META $ANZN to come.
> market will go down as always a couple of days to digest the news.
>…↗
Jul 7
Wayne Liang — Samsung reported the highest quarterly operating profit any tech company has ever seen...
Passed both $NVDA and $AAPL.
> 89.4T won operating profit (~$58B), +1810% YoY
> Revenue…↗
Jul 7
InvestmentGuru — MEMORY / SEMIS — supercycle confirmation
$SKHY SK Hynix filed for a $28-29B Nasdaq ADR listing (ticker SKHY), targeting ~July 10 — largest chip listing since SpaceX’s IPO, will gi…↗
Jul 7
InvestmentGuru — THE FREE COMPUTE LAND GRAB
The AI war is no longer just about building the best models.
It’s about owning the customer.
Hyperscalers ($GOOG $MSFT $AMZN $META) are giving away or…↗
Jul 7
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. SpaceX $SPCX will be added to the Nasdaq 100 tomorrow before the market opens, creating forced buying…↗
Jul 7
Alex A.C. — Investing firm Nomura 🇯🇵 estimates for Data Centers and Memory, from some days ago
I'm still shocked they forecast an AI Data Center (AI only!! excluding the "traditional" ones)…↗
Jul 6
TheValueist — $MU $SNDK $STX $WDC selling off post on Samsung print is moronic, and an indication of how come I am so steadfast in taking on bullish GAI exposure via long dated calendar spreads.…↗
Jul 6
Trade Whisperer — $DRAM $MU 🔥
“Samsung Electronics Co.’s quarterly profit surged 19-fold, soaring past elevated expectations due to rocketing demand for memory chips needed in AI data centers.”…↗
Jul 6
Alex A.C. — @sean_________ Microsoft (potentially) signing LTAs with $MU and you guys are bearish the company?? 😅😉
Less Michael Burry nonsense, and more study the situation by yourselves↗
Jul 6
Midas — Don't miss the next 10x Stock like $SIVE, $MU, and $SNDK:
Use code: "10XSTOCKS" for 50% off on
@asymmetrix_xyz (valid till end of July).
Here's what Asymmetrix does:
1) Scans al…↗
Jul 6
Alphatica — Correction on the $MU context in the after-hours post. $MU was -$473M on the lit tape and -$227M on the dark pool today. Both agree sell. Third consecutive session. The +$3.49B fig…↗
Jul 6
Midas — He called $SIVE | $MU | $SNDK | $NBIS | $AXTI
These aren't random picks.
They're all solving critical bottlenecks in the AI trade:
Memory
Photonics
Neoclouds
The pieces of the…↗
Jul 6
Midas — My Guide to Finding 10x Multibagger Stocks like $SIVE, $MU, and $SNDK.
Here it is:↗
Jul 6
Alphatica — @irentmyleaps We also have $MU selling off today in both venues.↗
Jul 6
Alphatica — LARGE / MID-CAP TAPE | July 6, 2026
Large / mid-cap blocks. -$309M net sell. 2,664 prints. $TREN +$134M. $MRNA +$107M. $AXON +$106M. $ULTA -$93M. 248 names tracked.
$2.00B in buy…↗
Jul 6
Serenity — Was a sad few months for $RDDT. But glad it's finally back above $200.
Reddit was doing:
- $663M revenue w/ 91.5% gross margins
- $204M GAAP net income
- 45%+ fwd Y/Y growth afte…↗
Jul 6
Alphatica — 4:55 PM. Two dark pool sells in 10 seconds. Both NASDAQ Carteret. Both after hours.
│ 16:55:44 MU SELL $128,017,500 NASDAQ Carte │
│ 16:55:34 NVDA SELL $326,177,400 NASDAQ Carte │…↗
Jul 6
Alphatica — DARK POOL SCANNER | July 6, 2026
$SPY -$783M dark pool. Lit: +$4.53B. Tapes disagree. Again. $MSFT -$271M. Alert validated. $DVN +$214M zero sells. $HOOD +$166M zero sells. Q3 wee…↗
Jul 6
Alphatica — +$11.79B. $SPY +$4.53B. $AAPL +$2.00B zero sells. Third session. July seasonality confirmed. $MSFT -$503M. Distribution returned. Q3 week two.
$27.93B in buy blocks. $16.14B in se…↗
Jul 6
Alex A.C. — @TradexWhisperer when $MU $3T marketcap ☺️↗
Trade Whisperer — $MU $DRAM $SKHY Holy Structural Shit
DRAM Prices will climb for the next ~2 years due to Chronic Undersupply.
Every quarter a new record. Q4 2027 alone is projected at ~$260 bill…↗
Jul 6
TheValueist — $NVDA $MU $SNDK $MU I am highly comfortable saying that the majority of what you read on X is FUD, has no bearing on long-term stock prices, or is simply wrong.
-----------------…↗
Jul 6
BULL OF BRITAIN — Memory names like $MU wont move until Samsung preliminary earnings come through↗
Jul 6
Trade Whisperer — "When American boldness meets Japanese craftsmanship, you don’t get a compromise, you get the best in the world.”
$MU broke ground on July 4 for a ¥1.5 trillion (~US$9.3 billion)…↗
Jul 6
Black Panther Capital — One year ago:
$INTC $22. Today $125.
$MU $199. Today $1000.
$SNDK $45. Today $1800.
Lesson:
> Put your money to work.
> Do nothing. NOTHING! Dont f. touch it!
-BP
Not fin…↗
Alex A.C. — Jukan and Zephyr are also giga bullish Memory. That figure Z. says implies a x3 for SK hynix $SKHY . A bit less than that Micron $MU should enjoy upside too (mainly due to the diff…↗
Jul 6
InvestmentGuru — AI infrastructure stocks are bouncing and holding so far
$MU
$AMD
$INTC
$CRDO
$MRVL
$AAOI
$AVGO↗
Jul 6
Alex A.C. — Look at this guys 😱 Japanese analyst firm Nomura 🇯🇵 estimates that Memory CAPEX for 2030 will be HIGHER than AI Data Center CAPEX (consensus figure)
$2.6T (Memory) vs $1.8-2…↗
Jul 6
Shay Boloor — $MU and $F signed a long-term memory and storage supply agreement for Ford’s next-generation vehicles.
The deal gives Ford more secure automotive memory supply while Micron expand…↗
Jul 6
Michael | Hypermarkets — 1. $DRAM calls January 2028 $110 strike for $15
One ticker gives you the entire memory supercycle: $MU, $SNDK, SK Hynix, Samsung. Instant diversification so a small account isn't…↗
Jul 6
Michael | Hypermarkets — You do not have to buy all of these stocks! Pick your top 3. These are all the leaders in AI, space, energy and robotics:
$MU (~$977) — HBM memory is AI's core bottleneck; every G…↗
Jul 6
Michael | Hypermarkets — Even with a small account less than $10,000 you can 10x it by 2030 by doing 3 things:
1. buy super strong companies like $MU $NVDA $SPCX $AMZN $AAPL $META $MSFT
2. buy LEAP optio…↗
Jul 6
Serenity — @VixOver20 They’re publishing stupid sensational reports.
By taking a new architecture then overreaching by saying the entire TAM will drop 40-50%.
It’s like if I said OpenAI opt…↗
Jul 6
InvestmentGuru — Stocks on My Radar This Week
$SPCX for continued post-IPO accumulation
$TSLA as volatility creates swing trading setups
$NVDA as the AI leader
$MU with the memory supercycle thesi…↗
Jul 6
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, and many ot…↗
Jul 6
Dustin — 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’…↗
Jul 6
Wayne Liang — Anyone who bought AI infra/neocloud during the selloff is probably about to get paid.
No fundamentals have changed. HBM is still sold out, backlogs are still growing.
That $NBIS…↗
Serenity — @j1nv3st Let’s just say I don’t think markets view them as objective anymore.
There’s been tendencies to post overreaching claims over a nuanced technical details. Like how $MU ha…↗
Shay Boloor — $MU is up more than 7% in overnight trading. https://t.co/K5EsBMAlMi↗
Jul 5
TheValueist — $NVDA $MU $SNDK $LITE If the issue is technical/rack-scale complexity rather than demand, it is long-term bullish for NVDA’s moat.
The key distinction:
• [INFERENCE, High] STRATE…↗
Jul 5
Trade Whisperer — $MU $DRAM $SNDK Total memory revenue
$2,625 billion by 2030
14x growth. Six years.
Commodities do not grow 14x in six years. Foundational AI Infrastructure does.
Stop asking whe…↗
Jul 5
TheValueist — I had to stop by the America 250 State Fair today to see what it was all about. Look what I found!! Bullish!! Very unexpected. The $MU booth was the best designed and staffed of an…↗
Jul 5
KawzInvests 🦑 — Fireworks is kernelmogging $NBIS and $CRWV on the exact same NVIDIA silicon. 746 tokens per second against 480 and 290.
Run the napkin math. One Fireworks GPU pushes 746 t/s while…↗
Jul 5
Shay Boloor — $MU broke ground on a $9.3B AI memory expansion in Hiroshima backed by up to $3.1B in Japanese government support.
The facility will produce next-generation HBM for AI chips start…↗
Jul 5
unusual_whales — The timing stands out.
Trump bought up to $530,000 of Micron Technology, $MU, stock in March 2026.
He has since called $MU a "great company" after the chipmaker pledged $250 mill…↗
Jul 5
TheValueist — $NBIS $NVDA $MU $SNDK $LITE We use Clickhouse. The amount of telemetry, observabilty, and log data my Analyst Agents create is staggering. A significantly larger volume than I expe…↗
Jul 5
Trade Whisperer — $MU $DRAM Holy TRIPLE Shit. Shorts are Fucked.
HBM ASP goes from $1.26 in Q1 26 → $3.25 by Q4 27. That is nearly a TRIPLE. Non-HBM keeps climbing too. NO TOP IN SIGHT.
Holy Struc…↗
Jul 5
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:
• $TSLA 4.5x
• $SPCX 3.8x
• $GOOGL 2.9x
•…↗
Jul 5
Serenity — Just some consolidated updates on memory:
- $MU leads new 1.5T Yen investment in Hiroshima ~$9.3B. (bullish read through for Disco, Advantest, Resonac, Towa) since capex is loca…↗
Jul 5
Shay Boloor — SK Hynix is expected to hit a 91% DRAM gross margin in Q2 showing how extreme this memory cycle has become.
Now the company is set to list on Nasdaq this Friday under $SKHY giving…↗
Jul 5
Jukan @COMPUTEX — According to a new review of the ThinkBook 14 G9 by Notebookcheck, Chinese PC maker Lenovo has, for the first time, begun shipping globally configured laptops equipped with YMTC-ma…↗
Jul 5
TheValueist — $2317 $NVDA $MU $SNDK $LITE EXECUTIVE TAKEAWAY
Hon Hai’s June 2026 revenue release is materially positive for the top-line trajectory, the AI infrastructure mix shift, and 2H26 op…↗
Jul 5
Michael | Hypermarkets — 24 stocks ON SALE right now and will break all time highs by Jan 1.
🔴 Micron $MU -22.3%
🔴 SanDisk $SNDK -25.9%
🔴 Western Digital $WDC -32.6%
🔴 Arm Holdings $ARM -30.4%
🔴 Inte…↗
Jul 5
TheValueist — $2317 $NVDA $MU $SNDK $LITE - Did you think it would be any different?
—————
(Bloomberg) -- Nvidia Corp.’s server assembly partner Hon Hai Precision Industry Co. reported a bigger-…↗
Jul 5
Michael | Hypermarkets — Leopold Aschenbrenner turned $250M into $6B bought $BE in 2025 at less than $100.
Remember, AI's bottleneck isn't just $NVDA chips and $MU memory. It's also power, land and grid a…↗
Jul 5
Trade Whisperer — $MU $DRAM AI doesn't run out of ideas. It runs out of HBM.
Micron is the company that decides how much AI is allowed to think.
HBM = Cognitive Capacity. It's the ceiling on intel…↗
Martin Shkreli — its often a lot easier to impute what the market is assuming instead of forecasting. humans are much better at tasks like this. so, for $MU:
F2027: consensus
F2028: slightly below…↗
Michael | Hypermarkets — He shorting $NVDA $MU $AMAT $CAT $TSLA
$NVDA – Designs GPUs powering AI computing and data centers.
REASON: Burry called Nvidia's financing arrangements "fugazi," pointing to the…↗
Jul 4
JC Investing — If you liked $MU at $1200.
You’ll love $MU at $950.
MICRON TO $2000.↗
Jul 4
TheValueist — This bullish calendar $MU -1/15/27 c2500 || +1/21/28 c2500 is my highest conviction trade as we enter H2-2026 and my second largest delta dollar position.
https://t.co/Y6iWQfPiK7…↗
Jul 4
TheValueist — $NVDA $MU $SNDK $LITE I want to be the @michaeljburry of the bullish calendar spread GAI infrastructure trade. https://t.co/BLgqg3VQtm↗
Jul 4
The Future Investors — $MU Micron officially started construction on its $9.3 billion HBM memory expansion in Japan, with production set to begin in 2028, supported by up to ¥500 billion in government fu…↗
Jul 4
CK Capital — The market is near all time highs.
But look at some of your favorite stocks.
$NVDA. ATH $236. Now $194. Down 18%.
$META. ATH $795. Now $584. Down 27%.
$TSLA. ATH $498. Now $39…↗
Jul 4
TheValueist — $NVDA $MU $SNDK $LITE You must understand China’s domestic GAI policy ecosystem if you’re investing in the GAI infrastructure trade. Read/watch/listen to what I shared, or find you…↗
mon — One thing I've been thinking about during this AI selloff is how quickly sentiment can change while the underlying businesses barely change at all.
Over the past week, we've seen…↗
Jul 3
Trade Whisperer — Historians will call this Year 1 of the Age of AI Cognitive Capacity. The rest of the market still calls it "the memory cycle."
That gap is the trade.
$MU $DRAM $SNDK $SKHY↗
Jul 3
Trade Whisperer — $MU $DRAM Memory & Storage are dead.
Those words belong to the era of spreadsheets & PowerPoint. What sits next to a GPU in an AI Supercomputer is not "memory." It's the…↗
Jul 3
PhotonBull — Sandisk $SNDK and Micron $MU recovering nicely in European markets too https://t.co/jmCpXQlA20↗
Jul 3
AlmaCap — Contract negotiations for 2027 HBM orders are going to be tasty, broker forecasts anticipate negligible price increases except for Bernstein who expects a c.2.00x - 2.50x increase.…↗
Jul 3
PhotonBull — I feel like this name is still underlooked by a lot of memory holders/bulls
If you like $MU, $SNDK or $DRAM make sure to check this article out!
$KXIAY↗
Jul 3
Michael | Hypermarkets — 1. $NVDA (Nvidia)
Higher tokens/sec/GPU makes each GB300 more valuable per dollar spent better effective ROI for buyers, which reinforces continued capex cycles and pricing power.…↗
Jul 3
Alex A.C. — Read the chart again guys. Investing firm Nomura 🇯🇵 forecasts that Memory Revenue from Data Centers by 2030 will be..... x3 the one of 2026 !! 🔥🔥
Choose your way wisely:
- Lo…↗
Jul 3
TheValueist — $NVDA $MU $SNDK $LITE One of the most valuable features of using LLMs in investment research is that it significantly speeds up how quickly I can change my mind. Within 24 hours, o…↗
Jul 3
Shay Boloor — Wolfe Research believes $MU DRAM gross margins currently exceed 90%.
That matters because AI servers pull DRAM from two layers with HBM stacked on the GPU and high capacity DRAM f…↗
Jul 3
TheValueist — $NVDA $MU $SNDK $LITE The same question I ask about stocks can be applied to industries. What will cause new data center builds to drop by 20% in 2027, 2028, 2029, 2030? Think thro…↗
Jul 3
PhotonBull — Nice bottom signal here too on $MU
Impressive work!↗
Jul 3
InvestmentGuru — AI Infrastructure Stack: 10 Names on My Radar for Long-Term Accumulation
$NBIS — Full-stack AI cloud infrastructure (GPU clusters, compute). Locked in a $27B Meta deal and $2B Nv…↗
Jul 3
The Assembly — Michael Burry just went bearish on $MU https://t.co/tuV9JTs8Y7↗
Trade Whisperer — $DRAM $MU Samsung +8.1% SK Hynix +10.7%
Samsung is mirroring the same reversal SK Hynix triggered, sparked by that 30-min Blue candle. Currently battling the SMA trend. LFG!
300+…↗
Jul 3
Trade Whisperer — $MU $DRAM Meta's Cost-Saving Strategy: Re-Recycle Legacy DDR4 + Leverage CXL (Memory Expansion).
“CXL memory expanders give new life to DDR4 memory.”
To combat soaring DDR5 price…↗
Trade Whisperer — Global Data Center memory capex ALONE is projected at $1.4 Trillion by 2030. Non-DC capex is excluded.
Go ahead. Short $MU $DRAM $SNDK.
The math doesn't care. https://t.co/bJegfRb…↗
Jul 3
TheValueist — $IREN giving off $SMCI vibes. Separately, I love this new feature in the BBG mobile app. When you search for something in the main search bar, it automatically populates relevant b…↗
Jul 3
TheValueist — $285A $SNDK $MU $000660 $005930 (Bloomberg) -- Kioxia Holdings Corp. has started shipping samples of its next-generation flash memory chips to AI data center operators, seeking to…↗
Jul 3
TheValueist — $NVDA $MU $SNDK $LITE I hope people realize, structurally, this never ends. Data centers will continue to be built indefinitely globally into the future. There might be political s…↗
Jul 3
Midas — If you missed the huge run on $SIVE at $1, $MU at $100, or $SNDK at $30 - this article is a MUST READ:↗
Jul 3
Midas — If you missed the huge run on $SIVE $MU $NBIS $IREN $SNDK- THIS IS A MUST READ↗
Jul 3
InvestmentGuru — AI remains the biggest story in the market, but leadership is clearly rotating.
Today , AI infrastructure names came under selling pressure as stocks like $NVDA, $AVGO, $MU, $CRDO…↗
Jul 3
amit — Why markets got hit with some downside today…
So, it’s important to note that the S&P $SPX was down a mere 0.13% to end the day and is up 2.2% over the past week.
Even the Nasdaq…↗
Jul 3
Alphatica — SPY closed flat today. Flat.
But $MU and $SNDK sold off so the entire timeline decided the bull market is over.
The index did not move. A handful of names rotated. And half this…↗
Jul 2
Trade Whisperer — Funny how all the fake news and FUD drops at once. Orchestrated. Puts and shorts overplaying the music. Audience is tired of the same tune.
$MU gapping up Monday and reversing eve…↗
Jul 2
Shay Boloor — @VanquishTrader Who in their right mind is shorting $MU at 7x earnings? 😅↗
Jul 2
Alex A.C. — @TradexWhisperer Buddy, and others that reads you.... Is it true the clown Burry is shorting $MU ??↗
Jul 2
Shay Boloor — Michael Burry just opened a bearish position in $MU. https://t.co/TLs56ojlKe↗
Jul 2
TheValueist — $NVDA $MU $SNDK $LITE Thank you for being a subscriber and for your support! There is almost always an Executive Summary lead paragraph in everything I share, and you can start the…↗
Jul 2
Alphatica — DARK POOL SCANNER | July 2, 2026
$MSFT +$818M. Zero sells. Second consecutive session. $SPY -$1.27B. Flipped back to sell. $MCD +$572M zero sells. The dark pool is buying defensiv…↗
Jul 2
Alphatica — -$12.58B. $AAPL +$2.18B zero sells. $MSFT +$2.02B. Second buy. $MU -$4.58B. Second sell. $TSLA -$2.38B near-zero buys. The tape picked winners and losers. Q3 day two.
$19.48B in b…↗
Jul 2
BULL OF BRITAIN — @ParadisLabs nah you outlined it all well. i have the same concerns with capex slow or arr from llm's, but i also think $mu printing 20% above their expected eps, means they have t…↗
Jul 2
TheValueist — $NVDA $MU $SNDK $LITE Momentum, especially GAI-related, is getting rocked multiple days in a row. One of the key reasons I have been such a strong advocate for using long-dated cal…↗
Jul 2
Midas — Here are the top stocks I found by using @asymmetrix_xyz which can spot AI bottlenecks in seconds:
$PLTR
$SMCI
$VRT
$SNDK
$MU
If this helped you out, follow me for more.↗
Jul 2
TheValueist — $NVDA $MU $SNDK $LITE Great write-up on real world impact of NVFP4 quantization. Quantization and its various flavors are subjects you certainly want to understand if you are inves…↗
Jul 2
Trade Whisperer — $MU $DRAM
Priced for a downturn.
Set to deliver record profits in 2027.
Supply-demand to remain tight beyond calendar 2027.↗
Trade Whisperer — $MU +239% Year-To-Date
-8.8% One Month
Don't be Panicans https://t.co/awFqhk3JGt↗
Jul 2
unusual_whales — BREAKING: Look at this.
Donald Trump purchased between $217,000 and $530,000 in Micron Technology, $MU, stock during March 2026.
He just called $MU a "great company" after it co…↗
Jul 2
Black Panther Capital — It’s not a crash. It’s a rotation!
I get a lot of DMs with questions about today’s sell off.
Zoom out for a second, because it looks scarier in your feed than it does on the scre…↗
Jul 2
Midas — Semiconductor stocks are getting DESTROYED today:
$SNDK -13%
$AAOI -17%
$MU -6%
Few understand why is this happening.↗
Jul 2
Shay Boloor — Semiconductors are extending their pullback for a second straight day:
• $AAOI -17%
• $SNDK -14%
• $KLAC -13%
• $AMKR -12%
• $MRVL -10%
• $COHR -10%
• $LITE -9%
• $CRDO -8%
• $AR…↗
Jul 2
NoLimit — Update on the Grok vs our AI comparison.
Grok said buy. Our AI said wait.
$MU: down 19% since.
That is the difference between a general chatbot and an AI built for one job.↗
Jul 2
Alex A.C. — @EhrmantrautCap_ to load more shares?? It's a good idea 🙌
Imagine the McDonalds job interview: "Why are you here, what do you expect?" - "I want to buy more $MU shares sir, when…↗
Jul 2
The Assembly — Semis are getting absolutely smoked today.
$SOXX -6%
$SNDK -13%
$AAOI -16.7%
$MU -5.9%
You know why this is happening, right? https://t.co/MEm9clNYDQ↗
Jul 2
Michael | Hypermarkets — $MU pullback game plan:
AI demand hasn't changed. If $MU pulls back into these levels, I'm looking to add not panic.
🟢 $937.04
First major support after the breakout. Healthy p…↗
Jul 2
Michael | Hypermarkets — In 5 months, $MU will be trading at $1800+
Here's the key support levels to buy back $MU:↗
Shay Boloor — $MU JUST BROKE BELOW $1,000 https://t.co/DYVJYQYyH7↗
Jul 2
Michael Sikand 🦑 — 5) Micron - $MU
The steepest discount of them all. HBM is the center of the AI trade and Micron is 1 of 3 companies on earth that can make it at yield. Q3 was the biggest revenue…↗
Jul 2
Alphatica — Dark pool alert. 10:24 AM.
│ 10:24:28 MU BUY $314,400,000 NYSE │
$314M $MU buy. NYSE.
Yesterday: -$5.27B on the lit tape. -$289M on the dark pool. Both agreed sell. The larg…↗
Jul 2
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48
Daniel & I will be live today at 11AM ET exclusively on the Futurum Equities YouTube channel covering:
• $META building “Meta Compute” to se…↗
Jul 2
amit — i think Trump likes Micron 😂
$MU https://t.co/V60ZAII1jh↗
Jul 2
Michael | Hypermarkets — South Korea's stock market crashed -8.5% overnight.
SK Hynix and Samsung led the bleed, hit by an AI semiconductor selloff and Korea's hottest inflation print since Dec 2023.
$U…↗
TheValueist — $NVDA $MU $SNDK $LITE I am seeing many instances of people reporting solid success with @NousResearch Hermes Agent Mixture of Agents. All great things for OSS LLMs and the GAI infr…↗
Jul 2
Shay Boloor — SK hynix is removing price caps from some memory supply deals by letting contract prices fully reflect spot market spikes during shortages.
Memory LTAs are also moving from 1 year…↗
Jul 2
TheValueist — https://t.co/favhUcChle
$NVDA $MU $SNDK $LITE EXECUTIVE INVESTMENT VIEW
Analysis shows that Qwen3.6-35B-A3B and NVIDIA’s nvidia/Qwen3.6-35B-A3B-NVFP4 checkpoint are best interpre…↗
Jul 2
Daave “3 and 30” Tepper — the timing of Apple lobbying Trump to buy memory from China, and $mu donating $250mm to “trump accounts” is not coincidental. Micron knows John Apple is talkin shit to the admin an…↗
Jul 2
InvestmentGuru — 10 Semiconductor & AI Infrastructure Stocks to Watch
$MU
$AMD
$INTC
$NBIS
$MRVL
$CRDO
$AVGO
$QCOM
$ARM
$AAOI
This group has seen increased selling pressure and profit-taking, bu…↗
Jul 2
Damnang2 — AI related stocks, including semiconductors, fell sharply today after reports that Meta plans to sell its excess AI compute capacity to external customers. Was the market reaction…↗
Jul 2
Midas — I found the next hidden AI bottle neck stock like $SIVE at $1 / $MU at $100 and almost no one is talking about.
Just like I called
- $NBIS at $20,
- $ONDS at $1,
- $ASTS at $20, a…↗
Jul 2
Dustin — $MU Today, the market still values Micron at a “discount” typical of cyclical and volatile companies. But a company that reports $18.3 billion in free cash flow in a single quarter…↗
NoLimit — $MU just dropped below $1,000 https://t.co/7rnlgVht2n↗
Jul 2
Kevin Maro — Micron $MU has officially lost $1,000 in the overnight markets. KOSPI (South Korean Index) has been halted twice tonight, dragging down the US stock market with it. https://t.co/yq…↗
Jul 2
Trade Whisperer — $MU A 7 month old post but the fundamentals haven't changed.
Back to basics. Why is HBM the key to AI Inference? Read this and lift your conviction.↗
Alphatica — BREAKING | South Korean Stocks in Volatility Crisis
Kospi under pressure Thursday, triggering a temporary futures trading halt. Here's what's happening and what it means.
THE SIT…↗
Jul 2
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Meta $META is reportedly developing a cloud business called Meta Compute to sell access to excess A…↗
Jul 2
PhotonBull — One of the guys on X with a really deep understanding of memory stocks like $SNDK $MU $DRAM SK Hynix and Samsung
Putting out excellent research and stress tests here
Make sure to…↗
Jul 2
Alphatica — This is the forward math on MU. The volatility is the price of admission. We have the numbers down to the decimal. The earnings trajectory supports $1,900 by December, assuming no…↗
Jul 1
InvestmentGuru — Today’s selloff in AI infrastructure stocks looks more like a rotation in sentiment than the end of the AI story.
Reports that $META plans to lease excess cloud-computing capacit…↗
Jul 1
Trade Whisperer — $MU 'Micron, a truly GREAT American Company, and one of the "HOTTEST" anywhere in the World' -Trump just now↗
Jul 1
Alphatica — DARK POOL SCANNER | July 1, 2026
$SPY +$2.61B dark pool. The pattern reversed. $MSFT +$988M. Zero sells. The 17-week distribution broke. $MU -$289M. $TSM -$287M. Both agree sell.…↗
Jul 1
Alphatica — $MU -$5.27B. Four semis combined -$8.03B. $MSFT +$1.67B flipped to buy. $SPY +$3.86B. $META +$2.63B. The hardware/software split hit the block tape. Q3 day one.
$26.36B in buy blo…↗
Jul 1
Alex A.C. — BARCLAYS upside case scenario for $MU Micron:
$2500 / sh 😱🔥🔥
assuming a multiple 12.5x for its CY27 EPS estimation.
HUGE guys 🙌 https://t.co/4TM75LrTVY↗
Jul 1
シバイヌおやびん（投資系VTuber） — The Informationによると、NVIDIA GPU数百台でChatGPTの非ログインユーザーの利用がまかなえてしまったと伝えられている。
AIのソフトウェア面での改善により、必要な計算資源がずっとずっと少なくなるかもしれない。
それが恐怖なんだよな。
昨日わいが再度入った $MU からすぐ降りた理由。↗
Jul 1
The Assembly — $MU is down 10% since Jim Cramer posted this tweet… YESTERDAY.
Undefeated.↗
Jul 1
NoLimit — Trump just disclosed selling $250k–$500k of $MU back in May.
Ouch. https://t.co/RQd03WjKzt↗
Jul 1
Trade Whisperer — $MU 6.8x. Holy Jesus Christ. San Pedro de Dios.
Priced like it's going out of business next year. Reality is record profits bigger than any Mag6.
The gap is absurd. https://t.co/…↗
Jul 1
Midas — Everyone missed $NVDA at $50 before it PUMPED to $200+ during the AI armsrace.
Everyone missed $MU at $100 before it PUMPED to $1000+ during the memory bottleneck.
Many will reg…↗
Jul 1
TheValueist — $PLTR $NVDA $MU $SNDK $LITE Watch this CNBC piece with Alex Karp.
https://t.co/sbKV0zex6X↗
Jul 1
Frenchie — $NBIS semble sous-évalué
Pour revenir factuellement sur ce qui s'est passé et pourquoi le lézard Zuckerberg fait pump $META mécaniquement au détriment de $NBIS
1. Les 90 dernier…↗
Jul 1
Trade Whisperer — $MU $DRAM Fab output capability right now is like owning a gold mine. The market hasn't fully figured this out yet.
$ARM could only lock in supply for 50% of its $2B backlog. Down…↗
Jul 1
The Assembly — You can’t make this up.
- Trump calls Micron $MU a “great company”
- Stock does not go up. In fact, it drops further.
What happened to the “Trump effect”? https://t.co/qUcbAskYGu↗
TheValueist — $NVDA $MU $SNDK $LITE One of the best parts of X API/xurl is that it essentially makes X headless. I don't need to constantly get bombarded with information, relevant or irrelevant…↗
Jul 1
TheValueist — $MU Micron and the Structural Transformation of AI Memory Economics. Investment Thesis. New: 7/1/26.
Micron Technology is in the midst of a structural transition that goes beyond…↗
Jul 1
Alphatica — @hilow1509 What is the YTD return? $MU↗
Jul 1
Alex A.C. — $MU Micron 😌 And I love to post it in a (very) red day full of fud 😎
Memory bears are going to cry hard in the months ahead https://t.co/OzezLqROKE↗
Jul 1
Shay Boloor — Semiconductors pulling back today after reports that $META is developing “Meta Compute” to sell access to excess AI compute:
• $KLAC -11%
• $SNDK -11%
• $AMAT -10%
• $MU -10%
• $…↗
Jul 1
Alphatica — @OddStats $MU Getting ready for the next leg up. Hey did you see Batman and Cat Woman on top of the Empire State Building?↗
Jul 1
JC Investing — I’ve been buying the dip on $MU today like a lunatic
NFA↗
Jul 1
Shay Boloor — $MU is investing $250M into Trump Accounts.
President Trump called it the “biggest corporate investment of its kind” and said it will help “millions of American children and famil…↗
Jul 1
Martin Shkreli — this is just a beta selloff for $MU and $SNDK -- there is a @vector__news story out that explains plainly why $META is not going to be renting out cloud compute anytime soon. if th…↗
PhotonBull — Why I would buy $AAOI over $NBIS here is purely sentiment (though I think both are a really good dip buy here!)
I think this $META news is interpreted wrong by the market. I don't…↗
Jul 1
TheValueist — https://t.co/YP4rcCbEbh
$NVDA $MU $SNDK $LITE As much as I dislike some of the things that @SemiAnalysis_ publishes and provides "hot takes" on, this is a damn impressive intervie…↗
Jul 1
TheValueist — $NVDA $MU $SNDK $LITE This is a key reason companies will begin migrating in force to OSS LLMs and ablated models. If I work at $GS or $LLY , for example, I damn well don't want to…↗
Jul 1
TheValueist — $META $NVDA $MU $SNDK $LITE Meta's AI Pivot: From Internal Infrastructure to Cloud Monetization.
Recent reports examine Meta's strategic shift from using its massive AI infrastruc…↗
Jul 1
JC Investing — Bought more $MU today
Keeping my finger on the pulse and looking to deploy another $1500 or so very soon if we get to low $1000/ high $900s https://t.co/KwzPsVC7V5↗
Jul 1
Nick Colas & Jessica Rabe (DataTrek) — 1/2 In H1 2026, oil prices more than doubled and $MU – a company that went public +4 decades ago & long considered a producer of commodity products – was up +300%. Those booken…↗
Jul 1
Alex A.C. — This, sires, is Market Manipulation at its highest clown mode by the giga sh^tty media Clownberg 🤡
Enjoy the discount in $NBIS $MU $SNDK and other names.
If you really has consi…↗
Jul 1
TheValueist — $META $NVDA $MU $SNDK $LITE EXECUTIVE ASSESSMENT
The Bloomberg report is strategically material because it changes the interpretation of Meta’s AI infrastructure buildout from a l…↗
Jul 1
Trade Whisperer — $MU Micron Technology and General Motors signed a Strategic Customer Agreement (SCA) for long-term, reliable supply of memory and storage solutions critical to GM’s vehicle product…↗
Jul 1
TheValueist — $NVDA $MU $SNDK $LITE $PLTR I agree with this take and believe many companies will eventually see it the same way. Once they have rebuilt and ablated an OSS LLM (e.g., GLM 5.2), th…↗
Jul 1
TheValueist — $NVDA $MU $SNDK $LITE I Bluetoothed up my Shokz running headphones to my computer so I could use my @WisprFlow dictation app more effectively. It is like my brain is literally plug…↗
Jul 1
TheValueist — $NVDA $MU $SNDK $LITE *TRUMP: WE COULD HAVE 50% OF CHIP MARKET BY TIME I LEAVE OFFICE↗
Jul 1
TheValueist — $META $NVDA $MU $SNDK $LITE *META IS BUILDING A CLOUD BUSINESS TO SELL EXCESS AI COMPUTE
The demand for intelligence is infinite.
https://t.co/KcIVfOpQvL https://t.co/GdXuXC1FbW↗
Jul 1
Alphatica — JUST IN:
Micron and General Motors just signed a Strategic Customer Agreement for long-term memory and storage supply.
This is one of the 16 SCAs Micron discussed on the Q3 earni…↗
Jul 1
Shay Boloor — $MU and $GM signed a strategic customer agreement to secure long-term Micron memory and storage supply for future GM vehicle platforms.
Cars are becoming data centers on wheels wi…↗
Trade Whisperer — $MU @MicronCEO Sanjay sits down with Jim Cramer on CNBC https://t.co/MgTaIkPMyT↗
Jul 1
Trade Whisperer — $MU "Micron is such a strong story; so is Nvidia but MU tells its story better. Time for Nvidia to become a percentage of the volume buyer of its stock."
-Jim Cramer https://t.co/…↗
Jul 1
TheValueist — $NVDA $MU $SNDK $LITE This Fable/Mythos deregulation is bullish for the GAI infrastructure trade over.
I will repeat what I previously said: when the SOTA frontier labs and close…↗
Jul 1
Michael | Hypermarkets — This is possible in 1 year's time if $DRAM hits $400 and $MU between $3000-$5000.
Yes, you'd 10x your trade, but if not you'd still make a crap ton of money. What do you think?
S…↗
Jul 1
Michael | Hypermarkets — You missed $NVDA at $20 before it ran to $220+ for chips.
Last year, you didn't get $MU at $80 before it spiked to $1250 for memory.
You'd be super early in robotics with this 10…↗
June 2026 · 410 mentions
Jun 30
TheValueist — $SNDK $MU $INTC $WDC EXECUTIVE OVERVIEW
The MarketWatch/LSEG dataset describes an H1 2026 U.S. equity market with moderate headline index appreciation, extreme single-stock disper…↗
Jun 30
Alex A.C. — Memory Major SK Hynix 🇰🇷 will be $SKHY in the US Market 🇺🇸🙌
You will see the ticker along with the $MU one a lot in my posts from now on 😌↗
Jun 30
TheValueist — $NVDA $MU $SNDK $LITE Differentiated Intelligence: Scaling Expert Judgment Through Financial Model Customization. Learnings from Bridgewater and Thinking Machines.
Research from B…↗
Jun 30
Alphatica — DARK POOL SCANNER | June 30, 2026
$SPY -$3.27B dark pool. Fourth session in five. $SOXX +$340M. $IWM +$383M. $META +$336M. $GOOGL +$319M. All zero sells. Three alerts validated. L…
Alphatica — +$14.16B. 11 buyers. 3 sellers. Five names with zero sells. $QQQ +$4.36B. $MU +$2.92B. $SPY the lone index sell. Last day of Q2.
18,740 blocks (combined sessions). June 30, 2026.…↗
Jun 30
TheValueist — $NVDA $MU $SNDK $LITE THE REAL LESSON FROM THINKING MACHINES AND BRIDGEWATER'S EXPERT-JUDGMENT MODEL
The most important takeaway from Thinking Machines and Bridgewater's article i…↗
Jun 30
Midas — Missed $SIVE at $1? $SNDK at $3? $MU at $100?
That's what happens when you find 10x stocks after they move.
I built @asymmetrix_xyz so you never miss another one.
Check it out h…↗
TheValueist — $NVDA $MU $SNDK $LITE The Two Harvard Dropouts Who raised $800M to take on NVIDIA https://t.co/8HtKl3jWfo via @YouTube↗
Jun 30
シバイヌおやびん（投資系VTuber） — The Information の記事が気にかかって、 $MU などAIインフラ（ハード）銘柄から撤退してる。
技術的な効率化は常に起こっていることだろうけどね。
あれはむしろハイパースケーラー・ネオクラウドにとっては良いニュース。↗
Jun 30
Trade Whisperer — $MU $SNDK $AMD $INTC $ARM $QCOM
"ByteDance Reportedly Eyes Next-Gen In-House CPU for 2H27 Mass Production."
The barrier for CPU? Clearly not as high as memory.
Meanwhile at 86%…↗
Jun 30
TheValueist — $NVDA $MU $SNDK $LITE Etched’s Jun 30, 2026 stealth-exit announcement is a materially stronger signal than the company’s 2024 Sohu launch because it moves the story from pre-produc…↗
Jun 30
IvanaSPEAR — Memory is one of our highest-conviction AI themes—but memory stocks are no longer the only way to play it. Here's where we're looking next 👇
There is little debate that the Agent…↗
Jun 30
Shay Boloor — @VanquishTrader Still truly wild that $MU can have 86% gross margins 🤯↗
Jun 30
Trade Whisperer — $MU $DRAM Remember
Micron is set to outearn Apple, Google, Amazon, Microsoft, Meta, and Tesla.
Every. Single. One.
The most underestimated company in technology. Not anymore. ht…↗
Jun 30
Trade Whisperer — $MU $DRAM $SNDK 6th type of idiot showed up today: "China will flood the memory supply."
Flood it with what? A drought?
Sanctions have cut off access to cutting edge equipment.…↗
Jun 30
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE TAKEAWAY
Etched’s Jun 30, 2026 stealth-exit announcement is a materially stronger signal than the company’s 2024 Sohu launch because it moves the s…↗
BULL OF BRITAIN — Been adding into a basket of Upstream Memory plays.
The thesis: the memory bottleneck (DRAM/HBM) forces the big 3 makers to expand capacity. The equipment layer captures that cape…↗
Jun 30
TheValueist — $NVDA $MU $SNDK $LITE INVESTMENT COMMITTEE TAKEAWAY
LongCat-2.0 is best interpreted as a strategic systems-engineering event rather than a conventional model-release event. The re…↗
Jun 30
Michael | Hypermarkets — 4 reasons this could be a major week:
1. Passive ETF inflows. Once SK hynix lists, index funds and ETFs tracking US semiconductor benchmarks may be forced to buy shares, creating…↗
Jun 30
Michael | Hypermarkets — $SKHY will trade on NASDAQ on July 10, 2026:
MAKE SURE TO HOLD $MU $WDC $DRAM $SNDK before July 9.
A super explosion will happen that week for memory explained: https://t.co/yA1…↗
Jun 30
TheValueist — $NVDA my 3rd-largest delta-dollar position in the book, behind $SNDK (1) and $MU (2). The exposure is primarily expressed through a long-dated calendar options structure: short 1/1…↗
Jun 30
Alex A.C. — @TradexWhisperer At today, one fund at $2200, two at $2000, one at $1800, and several more at $1600 , correct?
$MU 🚀↗
Jun 30
Shay Boloor — @VanquishTrader Here comes the $MU FUD 😅↗
Jun 30
TheValueist — $GLW absolutely rerating AGAIN. If you have been following me for some time, you know GLW has been one of my core longs, outside of $NVDA $MU $SNDK $LITE , since the middle of last…↗
Jun 30
BULL OF BRITAIN — Few catalysts that happened + upcoming
> SemiAnalysis specifically named it a key HBM/DRAM supplier.
> 5-to-1 stock split happening in 2 weeks. Will increase liquidity pool
>…↗
Jun 30
TheValueist — $MU Great work from Micron. They are absolutely making piles of money.
-----------------------------
Micron Announces $250 Million Investment in Trump Accounts Reaching 1 Million C…↗
Jun 30
Shay Boloor — $MU just printed software-like margins in DRAM and HBM showing how take-or-pay contracts and HBM scarcity are changing the pricing dynamic.
The clearest AI signal was Core Data Ce…↗
Jun 30
rubicon59 — This recent $DRAM FUD shall soon be a distant memory. $MU $HY9H $SNDK $KXIAY↗
Jun 30
Jukan @COMPUTEX — TrendForce:
3Q26 PC DRAM contract price growth has been revised up from the previous forecast of +8–13% QoQ to +15–20% QoQ. The 4Q26 forecast was also revised up from +0–5% to +3–…↗
Jun 30
Kevin Maro — Looks like big tech has arrived in DC... I wonder what for. I'm going to be taking a very close look at $QCOM $MU $ORCL $CRWV flow tomorrow to see if anything looks sus. https://t.…↗
InvestmentGuru — Memory/ storage play will continue to be a winner in this market
$MU
$SNDK
$INTC
$AMD
$ARM https://t.co/Yct3WaviHa↗
Jun 30
Michael | Hypermarkets — BOOKMARK this and go back to it so you know which are the most important dates.
I shared with you my top 5 already! Make sure you wrote those down:
$MU $SNDK $WDC $BE $AMD $INT…↗
Jun 30
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Palantir $PLTR and Nvidia $NVDA expanded their partnership to deliver sovereign AI for the U.S. gove…↗
Jun 30
Trade Whisperer — $MU Two firms at $2,000. Phillip Securities at $1,870.
And no, these are not $SNDK targets.
Holy Structural $DRAM Shit Continues https://t.co/prjf0Q9VF1↗
Jun 29
Serenity — @gurukid5995 Markets tend to rotate from bottleneck to bottleneck.
Memory from $SNDK to $MU was the market's main focus this month, while optical names like $AAOI corrected.
I th…↗
Jun 29
TheValueist — $NVDA $MU $SNDK $LITE I’ve shared a fair bit on model routers. This is a different and also beneficial approach to drive utility out of OSS LLMs. Run the same task 3x (or more) thr…↗
Jun 29
Alphatica — DARK POOL SCANNER | June 29, 2026
$SPY -$3.18B dark pool. The sell resumed. Friday's window dressing was one session. $NVDA +$645M. $TSM +$296M zero sells. Lit: +$6B. Dark: -$2.2B…↗
Jun 29
Alphatica — The split tape. $TSLA +$1.91B near-zero sells. $MSFT -$2.45B. $NVDA +$1.75B. $SPY -$1.21B. The institutions are picking sides. Q2 close. JPM collar expired.
$31.18B in buy blocks.…↗
Jun 29
TheValueist — $NVDA $MU $SNDK $LITE Interestingly, they went with Infiniband rather than Spectrum-X Ethernet.↗
SpotGamma — After $MU earnings were starting to see a volatility regime shift in memory names. Specifically call IV flattening
Memory went into last week w/massively rich IV & strong cal…↗
Jun 29
PhotonBull — Korea about to take $DRAM $SNDK $MU 5% higher overnight btw↗
Jun 29
Trade Whisperer — $MU CFO: "We intend to increase our capital return. Over time, we expect to return 100% of our excess cash to shareholders."
Analysts: "So you’re saying 100% will go back to share…↗
Jun 29
Kevin Maro — Memory stocks ( $DRAM $MU $SNDK ) have to be the closest examples of "perfect stocks" right now.
- Undervalued even after a monster run
- Growing faster than $NVDA in 2024
- Has a…↗
Jun 29
Alphatica — @ayrton_graham We think the current movement makes sense. They are getting ready for the next leg up. $MU $SNDK↗
Jun 29
Alphatica — They are buying in the LIT exchange now as well. $MU↗
Trade Whisperer — $MU Recovery mode.
PINK candle fired. Blue followed at $1030. Now $1095. +6% and counting.
The statistical models do the heavy lifting. Discipline and execution is still on you.…↗
Jun 29
Alphatica — $MU Starting to see action in the dark pool. They are buying the dip.
$DRAM $SNDK https://t.co/ZugGk4PWFC↗
Jun 29
The Assembly — $MU is down today after being named in a federal class action lawsuit filed in California. https://t.co/g0xlYGQV5I↗
Jun 29
Alex A.C. — @jukan05 If Compute is so scarce, and in Inferencing, Memory > Compute ==> Memory to Mars 🚀
$MU↗
Jun 29
CK Capital — Wow. $MU $SNDK https://t.co/f1Neutr7vf↗
Jun 29
TheValueist — $NVDA $MU $SNDK $LITE I love the MU action this morning! Come back to my write-ups on deploying GLM 5.2 a year from now and look at where the MU stock price is. You must be willing…↗
Jun 29
Shay Boloor — $MU is now a top 10 holding in the S&P 500 with a 1.9% weighting.
A memory company becoming one of the largest stocks in the S&P 500 while still trading at a fraction of t…↗
Jun 29
TheValueist — https://t.co/w9lFLD2BER
https://t.co/533GDSf9nI
$NVDA $MU $SNDK $LITE The other truth about OSS LLMs is that they make pompous, self aggrandizing people like this guy irrelevant…↗
Jun 29
InvestmentGuru — $518 BILLION Memory Arms Race Just Dropped
South Korea just announced the biggest semiconductor investment in history.
Samsung + SK Hynix → each building 2 new DRAM fabs
81T won…↗
Jun 29
amit — $MU Micron is now a top 10 holding in the S&P 500 with a 1.9% weighting.
Nvidia $NVDA used to be closer to 8.5%, it’s now down to 6.99%.
Apple $AAPL used to be 7.5%, it’s n…↗
Jun 29
rubicon59 — @vijay9933 $MU, unlike other stocks, never goes down.↗
Jun 29
Trade Whisperer — $MU 0.04 PEG 😂
You gotta be kidding me. https://t.co/kZxlBAT7Bm↗
Jun 29
rubicon59 — In that "90's cycle" @GavinSBaker is referring to, $MU went from $0.9 low in 1990 to $81 high in 2000. Based on that cycle, we barely scratched.↗
Jun 29
Trade Whisperer — $MU $DRAM $SNDK Holy Shit
Now even Chinese CSPs are lining up for Long Term Agreements.
A small excerpt from what I shared on Patreon. From a private industry research firm:
"Mo…↗
Jun 29
InvestmentGuru — Overnight Movers:
Optical communication rebounds:
• $GLW +3%
• $CRDO +2%
Memory stocks continue to recover:
• $MU
• $SNDK
• $WDC
• $STX
(All +1%+)
$CBRS +6% after last week’s 2…↗
Jun 29
Shay Boloor — @PolymarketMoney $MU still trading at 8x earnings 😅↗
Jun 29
InvestmentGuru — AI semis trading at a discount — the PEG ratio doesn’t lie
While everyone chases momentum, the growth-adjusted value is sitting right here:
$AMD ~0.8x
$CRDO ~0.7x
$NVDA ~0.7x
$M…↗
Jun 28
TheValueist — $NVDA $MU $SNDK $LITE NVDA sitting at the 200dma is a damn gift. We have learned so much that is incrementally bullish on the stock since the last print. It dropped to my 3rd large…↗
Jun 28
PhotonBull — The next memory trade is still memory
As long as the stocks are still trading at low multiples and the demand remains, there is no need to overcomplicate it
Long $MU $SNDK $DRAM↗
PhotonBull — Doubt it will be down at all now after the planned peace talks and strikes are being halted again
Kind of unfortunate as I was planning to make some big buys on this headline if i…↗
Jun 28
PhotonBull — New peace talks according to Axios
They will always save the market when they have to, so thanks for that
Overnight action will be interesting here as some of the large winners t…↗
Jun 28
Alex A.C. — Dylan Patel: giga bullish Memory and closing mouths about the CXMT fud 😌
$MU SK hynix Samsung 🚀 https://t.co/8mL7bVmfSy↗
Alphatica — @naksterz @TedPillows $MU going to 2000↗
Jun 28
Alex A.C. — @TradexWhisperer guys, you understand DDR2 DRAM is like listening to a Walkman in year 2026 ?? 😱
$MU to the MUUN 🌛 https://t.co/kf7NQzm5Ry↗
Jun 28
Trade Whisperer — $NVDA was "just a gaming GPU company." AI rewrote the demand structure → $5 Trillions followed.
$MU is "just a memory company." AI & HBM are rewriting the demand structure rig…↗
Jun 28
Trade Whisperer — $MU Anyone can react. Few prepare.
I shared rare, premium research reports from private firms before the earnings so the community can build conviction.
"Server DRAM Industry Ana…↗
Jun 28
BULL OF BRITAIN — This might be the single most important headline so far. Which could also signal the inflection point of the money rotation.
"BLOOMBERG: AI SALES START TO JUSTIFY DATA CENTER SPEN…↗
Jun 28
The Future Investors — $MU $HXSCL $SNDK Memory prices are expected to surge as AI-driven demand and tight supply persist, with Jefferies forecasting +40–50% in Q3 2026 and +30–40% in Q4. The firm sees li…↗
Jun 28
Alex A.C. — Giga bullish summary of the recent Gavin Baker vid.
The summary of the summary is: mega giga bullish $MU and $NBIS , which, as it happens, I own as core holdings 😂😂👌↗
Jun 28
Shay Boloor — @DollarCostAvg @fiscal_ai $MU will likely exit 2028 at a $300B+ annualized revenue run rate.↗
Jun 28
Alex A.C. — @TradexWhisperer There are the ones at x13 its Memory investing, way to x20 (possible x25??), and there are the clown doomers saying nonsense
Choose wisely anon 😌 Long $MU↗
Jun 28
Trade Whisperer — $MU $DRAM $SNDK Nobody is talking about Micron's Automotive/Embedded segment.
71% QoQ growth. $2,708M to $4,634M in one quarter.
L2+ vehicles require 5x the memory of an average…↗
Jun 28
Alex A.C. — Guys, Memory frens, this is a historic day 😌 Not only that Jukan became a Micron 🐂 recently, but he's now more bullish Micron than Nvidia !!! 🔥🔥
In the Inference Era, $MU >…↗
Jun 28
AlmaCap — Memory investors receiving a dopamine bomb this weekend. Cheeky DMs from Kawz and BullofBritain today:
> @BULLOFBRITAIN: BLOOMBERG: AI SALES START TO JUSTIFY DATA CENTER SPENDING…↗
Jun 28
CK Capital — Crazy how $MU and $SNDK closed red on the week. https://t.co/BMTDsEFUuC↗
Jun 28
TheValueist — $NVDA $MU $SNDK $LITE If you are investing in the GAI infrastructure trade, the write-ups in this thread are worth reading closely. No other investor on FinX is standing up their o…↗
Jun 28
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:
• $ALAB ~3.6x
• $INTC ~2.7x
• $LRCX…↗
Jun 28
Alphatica — WEEKLY DARK POOL RECAP | Week 16 · June 22-25, 2026
Week 16. 76% accuracy. Sell signals: 11/14. The dark pool was distributing. Friday stripped for Q2 window dressing.
This week…↗
Jun 28
Trade Whisperer — $MU $DRAM $SNDK Five types of idiots showed up today on X.
Type 1: Thinks this memory rally is driven by $AAPL, consumers and iPhones. This rally has nothing to do with consumers.…↗
Jun 28
Shay Boloor — Absolutely wild that $MU, Samsung and SK Hynix went from losing money to generating a combined ~$775B in annual profit within five years.
AI has turned memory into the bottleneck…↗
Jun 28
InvestmentGuru — The market just handed us a masterclass in thesis validation.
The top performers of 2026 aren’t random. They’re a roadmap.
Memory $SNDK. $MU. $WDC. Three names. One theme. The wor…↗
Jun 28
InvestmentGuru — The next $NVDA -style leader is hiding in plain sight.
$MU is doing exactly what the MAG 7 did before they became household names.
+346% revenue growth
+951% free cash flow growt…↗
Jun 28
Michael | Hypermarkets — $17B was invested into robotics and physical AI in Q1 2026.
That's nearly 10× more than in 2020.
These 16 companies will benefit the most:
1. $OUST – $42.02 52wk: $16.40–$51.50…↗
Jun 28
The Future Investors — Is this AI cycle really different?
Gene Munster thinks so @munster_gene
His take on Micron $MU, AI demand, and why we're still early is worth watching👇
Great podcast by @RiskRe…↗
Jun 28
Ray Wang — @RichTerry123 We never said it gonna surpass $MU ok? chill out.
The firm will do well tho 😂↗
Jun 28
Michael | Hypermarkets — These 4 banks have written extensive reports how ceramic capacitors sold by $VSH is the next $MU play.
Morgan Stanley ✅
Published the "MLCC Super Cycle – The Next Key Link in the…↗
Jun 28
Michael | Hypermarkets — All 4 major banks confirmed $GS $JPM $BAC $MS this is the NEXT AI bottleneck after $MU
And no one is paying attention to this this stock:↗
TheValueist — $NVDA $MU $SNDK $LITE GLM-5.2 NVFP4: VLLM VS SGLANG ENGINE COMPARISON
KEY FINDINGS
The GLM-5.2 NVFP4 benchmark supports a regime-specific conclusion rather than a universal engin…↗
Jun 28
TheValueist — $NVDA $MU $SNDK $LITE A major incremental use case for open-source and open-weight LLMs is the ability to run controlled ablations across the model stack. In this context, ablation…↗
Jun 28
Trade Whisperer — $MU $DRAM
2003-era DDR2 contract prices surged 55-60% in Q2 2026, with another 35-40% rise projected in Q3.
DDR2. 2003. What the actual f***.
When legacy memory is repricing lik…↗
Jun 28
Kevin Maro — This "memory crisis" likely gets so much worse than 99.9% of consumers can imagine over the next few years. I've been telling all my close friends/family to buy their new computers…↗
Jun 27
TheValueist — https://t.co/nWMR3bAG59
$NVDA $MU $SNDK $LITE This is critical reading and understanding for the GAI infrastructure trade. LiteLLM is a core piece of the router infrastructure tha…↗
Jun 27
Frenchie — Le trade sur l'IA est-il mort ? (Je vous préviens c'est un mega tunnel)
>Non
Mais pour la première fois, ce n'est plus la bonne question, et il faut faire un petit voyage dans le…↗
Jun 27
rubicon59 — Mr. Market is paying a millionX for chipmaking equipment vendors but 9x for $MU↗
Jun 27
Trade Whisperer — $MU Unreal
$10k to $15k gains weekly. On pace for $1M by December. Planning to leave his job in 2027 and trade full time thanks to our indicators.
A founding Elite member just sh…↗
Jun 27
Shay Boloor — THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY
The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spe…↗
Trade Whisperer — $MU $DRAM $SNDK Bank of America just put out their 2030 semi TAM.
$1.96T total.
$900B is memory. Nearly half.
And this is almost certainly outdated. It's not pricing in the Agent…↗
Jun 27
Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content so nearly two months ago we relaunched the Futurum Equities YouTube channel.
So far, we’ve covered:
•…↗
Jun 27
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +781%
2. $AEHR +355%
3. $AXTI +329%
4. $MU +297%
5. $AAOI +289%
6. $INTC +248%
7. $WDC +240%
8. $PENG +218%
9. $TWST +215%
10. $MRV…↗
Jun 27
Trade Whisperer — $MU You know what's the craziest thing about Micron right now?
$NVDA hit $3T at $30B/qtr and 75% gross margins.
$MU just guided $50B at 86% gross margins.
1.7x the revenue. High…↗
Jun 27
Michael | Hypermarkets — When $MU crashes under $1000, $900 and even $800.
You'll make 5x-10x by following this exact plan:↗
Jun 27
Michael | Hypermarkets — If $MU crashes below $1000 or $900 or $800.
I like to do these 3 things:
1. Add shares and hold until $2000+
2. Buy $DRAM calls for January 2028 $100 calls
3. Buy $MU calls for…↗
Jun 27
Michael | Hypermarkets — $MU is worth $1 trillion but it will overtake $NVDA by $4-$5 trillion by 2030: https://t.co/n2RnI0Dwaw↗
Jun 27
TheValueist — $NVDA $MU $SNDK $LITE INVESTMENT VIEW
DeepSpec and DSpark are best characterized as an inference-efficiency and serving-stack release, not a new frontier-model capability release.…↗
Jun 27
BULL OF BRITAIN — My prediction on $AAPL / CXMT and the future of Memory.
Everyone's panicking about $AAPL lobbying to buy CXMT memory.
I want to show you what the patterns have shown before, us…↗
Jun 27
Shay Boloor — $AAPL IPHONE 18 PRO COST BREAKDOWN
Apple’s bill of materials reportedly rises from $582 to $726 while retail price moves from $1,099 to an estimated $1,299 which means ~$144 incre…↗
Jun 27
NoLimit — I built my own AI assistant that scans any stock and tells you if it is a good buy or not. Much more than that too.
I ran a test on $MU and compared it against Grok and my own AI.…↗
Jun 27
InvestmentGuru — The Memory Supply Chain — Every Link Matters
AI memory isn’t just about one company. It’s an entire ecosystem where every player has a role.
$MU – High-bandwidth memory (HBM) and…↗
Shay Boloor — $AAPL is reportedly seeking U.S. clearance to buy memory from China’s CXMT (Pentagon-blacklisted DRAM supplier) as AI-driven shortages push memory costs higher.
Really important t…↗
Jun 27
rubicon59 — If Apple can get way with marking up Micron’s memory to its customers by 7x, why can’t $MU do the same to Apple when it is finally able, thus merely capturing a lot more that ultim…↗
Jun 27
Ray Wang — This is why Apple made at $MU.
2 million SGD per 24GB/1TB MacBook https://t.co/GkoWwC6KgH↗
Jun 27
PhotonBull — Could this be a DeepSeek moment for memory stocks👀
We know what to do here if it dips more
$MU $DRAM $SNDK https://t.co/yVJ4Eev0ju↗
Trade Whisperer — $MU $SNDK $DRAM
Lenovo: memory prices are the "new normal" into 2030.
Apple: MacBook and iPad prices already raised.
Xbox: citing 2.5x memory cost surges. Another doubling by fa…↗
Jun 27
rubicon59 — $MU expects these 5-yr SCAs to account for half of their anticipated revenues. SCAs also include billions o cash prepaid upfront - customers are essentially now paying for Micron…↗
Jun 27
rubicon59 — "And so absolutely, our demand for HBM not just in '27, but even '28 is well above our ability to supply across all the different HBM flavors." So $MU says shortages for the next…↗
Jun 27
rubicon59 — Micron: "These (5yr) SCAs contain volumes that are less than customers would actually like to sign up for." I.e. both sides are behaving today as though they expect supply to re…↗
Alphatica — DARK POOL SCANNER | June 26, 2026
$SPY dark pool +$3.64B. The pattern returned. Yesterday: zero buyers. Today: zero sellers. Both tapes buy everything. Q2 window dressing.
611 of…↗
Jun 26
Alphatica — +$22.24B. All 8 buy. Zero sellers. Third time. Yesterday: -$17.88B. Today: complete reversal. Q2 window dressing.
$39.51B in buy blocks. $17.28B in sells. Net flow: +$22.24B. 31,3…↗
Jun 26
PhotonBull — Enjoy the well deserved weekend guys
Rough week but I think the worst is behind us for now.
Curious what everyone's dip buying strategies are here?
Personally I like to go for t…↗
Jun 26
Wayne Liang — He's right! Fundamentals tell you what to invest in and technicals tell you when to enter.
> Last year, HBM demand was exploding while the market still saw $MU as a cyclical memor…↗
Jun 26
PhotonBull — TLDR: Names like $SNDK $MU went up too much so large holders have to rebalance their portfolios and are forced to sell some
Anytime someone is forced to sell shares into a red day…↗
Jun 26
TheValueist — $NVDA $MU $SNDK $LITE My Analyst Agents are damn good.
-----------------
Short answer: versus the true non-quantized/base GLM-5.2 checkpoint, NVFP4 cuts the model-weight HBM footpr…↗
Jun 26
Black Panther Capital — Something is not adding up here? 🤫
Don’t own US Stocks… Okay….
I’ll sell my $IREN $NBIS $AAOI $RKLB $GOOG $MU $META $AMZN $SNDK if you say so….
…But let me first check your por…↗
Jun 26
TheValueist — $NVDA $MU $SNDK $LITE Actually decent naming convention finally. They will only keep getting better.↗
Jun 26
Wayne Liang — Adding to my thoughts on the AI supercycle vs dot-com "bubble" comparison...
Despite the pullback (mainly driven by BoA, PCE), this week is showing exactly why the comparison fall…↗
Jun 26
Trade Whisperer — $MU Holy Shit. The structural HBM ripple effect.
HBM direct revenue by 2031: $1.4T
Non-HBM incremental revenue: $3.6T
Total $DRAM impact: $5.0T
The non-HBM revenue is 2.5x larger…↗
Jun 26
Trade Whisperer — $MU 8.1x $SNDK 11.5x 🤷♂️
"We now expect supply-demand conditions for both DRAM and NAND to remain tight BEYOND calendar 2027." -Micron Earnings https://t.co/jnKvLqR7B3↗
Jun 26
Trade Whisperer — $MU $DRAM Fab capacity is now a moat.
Ask yourself why @elonmusk is building a Terafab.
The answer is the thesis.↗
Jun 26
Shay Boloor — Supply chain analyst Ming-Chi Kuo says $AAPL is reportedly raising baseline iPhone DRAM from 8GB to 9GB in 2027 to keep Apple Intelligence running smoothly.
On-device AI is pushin…↗
The AI Investor — Did you listen to me?
Most micro/small-cap “bottleneck” stocks are already down ~50% or more in just the past month, while retail was still drunk on pumping posts.
Put your life…↗
Jun 26
Alphatica — MORNING INTERNALS | 11:02 AM ET
Breadth 2.75x. All three exchanges above 2.0x. Indexes flat. Oil below $69. VWAP falling. The advance that can't lift the index.
Dow -0.01%. S&P +…↗
Jun 26
TheValueist — $NVDA $MU $SNDK $LITE Great to hear this. NVDA is working hard at building and supporting the open source ecosystem. They released an official (given that NVDA quantized it) NVFP4…↗
Jun 26
Alex A.C. — Prepare yourself anon 😬 That 2024 set up must last until 2030.....
Bullish Memory & Storage manufacturers though 🙄 $MU SK hynix $SNDK↗
Jun 26
Black Panther Capital — $AAPL just raised prices on the MacBook and iPad. The reason they gave, on the record, was higher component costs. Memory chips, specifically.
Sit with that for a second.
This is…↗
Jun 26
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #47
Daniel and I will be live tomorrow at 1PM ET exclusively on the Futurum Equities YouTube channel covering:
• $CBRS & $MU earnings and what t…↗
Jun 26
Alphatica — @great_martis Palm Pilot and Micron are not the same.
$MU $QQQ↗
Jun 26
Kuppy — @contang_o You see cracks? 👌👌
So they value $MU at 10x an annualized over-earning quarter, but refiners gonna trade at 2x cause I own em in size…??😩↗
Jun 26
Michael | Hypermarkets — These companies here cuased the inflation:
$MU — Memory prices spiked as HBM demand outstripped supply for AI servers.
$SNDK — NAND shortage tightened as hyperscalers hoarded sto…↗
Jun 26
Michael | Hypermarkets — CEO $NVDA Jensen Huang says “without HBM memory there would be no AI supercomputer.”
Without $MU $WDC $SNDK SK HYNIX SAMSUNG there would be no AI. https://t.co/xwqn3iAuDn↗
Jun 26
Shay Boloor — $AMZN is reportedly raising GPU instance prices by 20% next month which is another sign that AI compute scarcity is turning into pricing power across the infrastructure stack.
$NV…↗
Jun 26
Michael | Hypermarkets — Even Elon Musk telling you to buy every freakin’ $MU dip possible.↗
Jun 26
InvestmentGuru — Watching 4 names for a potential bounce
$PLTR — sitting at its 52-week low near $107, down ~40% YTD from a high of $207. The AI software thesis hasn’t changed. Still the highest…↗
Jun 26
Michael | Hypermarkets — This sell off started exactly on June 15th and if $SPY sells off 10%-20%
Be patient and add these 8 super stocks:
1. $MU — Blowout Q3 (EPS $25.11 vs $20.28 est), HBM/DRAM supercy…↗
Serenity — Just Elon Musk casually sounding the alarm.
On the massive demand + price hikes for $MU / SK Hynix / Samsung memory relative to supply.
He probably has higher visibility into the…↗
Puru Saxena — $KOSPI down 9% , trading halted.
Memory stocks selling off hard despite $MU ER.
Parabolic moves are punctuated by sharp pullbacks and they ultimately end in perfect Bell-Curve f…↗
Jun 26
Trade Whisperer — $MU $DRAM Remember
"...Without the HBM memory, there is no AI supercomputer..." -Jensen 🔥
https://t.co/vpdZhGVsSL↗
Jun 26
Serenity — FYI, I posted ideas about $AXTI at $15, $AAOI at $30, $TSEM at $115, $LITE $300, $MU $300, $SNDK $400, $EWY $110, $SIVE $4.
$IQE $13, $SOI $44 and so on.
So when they finally hav…↗
Jason's Chips — Micron FY2026 Q3 earnings call summary:
Financials: Revenue was $41.5B vs. consensus $35.9B, a 15.5% beat. EPS was $25.11 vs. consensus $20.86, a 20.4% beat. Data center revenue h…↗
Jun 26
Jason's Chips — Micron FY2026 Q3 earnings call summary:
Financials: Revenue was $41.5B vs. consensus $35.9B, a 15.5% beat. EPS was $25.11 vs. consensus $20.86, a 20.4% beat. Data center revenue h…↗
Jun 26
InvestmentGuru — 🚨 Overnight Market Movers
🔻 $ON falls over 7% after announcing a $7B all-stock acquisition of Synaptics ($SYNA). While the strategic move expands ON’s intelligent edge and conn…↗
Jun 26
InvestmentGuru — $MU Flies, $AAPL Dives
The AI memory supercycle just delivered its first real victim — and it’s the world’s most valuable company.
➡️ $MU surged 17% after revenue quadrupled YoY a…↗
Jun 25
InvestmentGuru — 5 Semiconductor Stocks to Buy the Dips & Hold
$MU — Micron Technology The HBM king. AI data centers can’t get enough DRAM and the supply-demand imbalance is getting worse. $MU jus…↗
Jun 25
amit — @KobeissiLetter “Retail can’t be exit liquidity for us like it was for SpaceX so we need more time to go IPO.”
If MSFT META AMZN can’t get a bid…does OpenAI expect a model with de…↗
Jun 25
amit — Long post, but some thoughts on what happened in the market today…
Today was a particularly weird storm of price action because the logic going into the open was as follows:
- $…↗
Jun 25
Ray Wang — EPSmaxxing or Multiple maxxing?
This $MU earnings will likely be a key turning point.
Some like EPSmaxxing, but some like multiple maxxing. I like latter, at least for memory (i…↗
Jun 25
TheValueist — $NVDA $MU $SNDK $LITE Every work product created going forward should be designed with agent consumption in mind.
That means every Excel file, PowerPoint presentation, Word docume…↗
Jun 25
JC Investing — This morning I opened a starter position into $SMH
I rolled some of my $MU profit into this to essentially de risk slightly
This will be the beginning of a multi multi year lon…↗
Jun 25
TheValueist — $NVDA $MU $SNDK $LITE Who knows if this is true, however, from the perspective it is, my gut reaction is that the Chinese open source models are beginning to take meaningful share.…↗
Jun 25
Alex A.C. — @PhotonCap not everything can be watching $MU increasing a +10% per day ☺️↗
Jun 25
Trade Whisperer — Morgan Stanley on $MU Earnings.
-Our view is consistent with mgmt, that AI will keep DRAM demand well above supply beyond 2027
-Micron's quarter was consistent with that, with m…↗
Jun 25
Alphatica — DARK POOL SCANNER | June 25, 2026
$SPY -$2.95B dark pool. Day two. The pattern break accelerated. Zero buyers. Every name sold.
546 off-exchange prints. -$6.46B net sell. The hea…↗
Jun 25
Alphatica — $MU: only buyer. +$1.14B. Earnings validated. Everything else sells. $AAPL -$2.94B. $NVDA -$2.39B. $MSFT -$2.04B. Quarter-end rebalancing.
$22.02B in buy blocks. $39.90B in sells.…↗
Jun 25
Wayne Liang — Despite $MU crushing earnings, the hawkish macro (PCE, BoA rates, etc.) is overpowering the rest of the market.
Happy to see Micron and $SNDK still soaring... their rock solid for…↗
Jun 25
Trade Whisperer — $MU $DRAM Investors right now
https://t.co/cs891KZFgQ↗
Jun 25
Trade Whisperer — $MU You know what's the craziest thing about Micron right now?
Micron is about to out-earn every single Mag 6 name next quarter. https://t.co/TU8vIKbh0o↗
Jun 25
Shay Boloor — @RetailKingsETF Wild to see $MU officially become the most traded stock in the US.↗
Jun 25
Shay Boloor — I still think $MU is cheap because the SCAs should force investors to rethink the multiple.
Over time, Micron expects more than 50% of total revenue to be covered by these agreeme…↗
Jun 25
Alex A.C. — Jukan joining the Micron club, and Zephyr is bullish Memory for the next 2 years.... why are you bearish the industry, anon?? 😉
$MU SK hynix $SNDK↗
Jun 25
Trade Whisperer — $MU If they had announced a 10 for 1 split, my "Bargain of the Century" call at $62 wouldn't read the same.
Glad they didn't. 1,883%+ and counting 😂↗
Jun 25
Trade Whisperer — $MU My thoughts on OpenAI and Anthropic making deals with chip makers.
You can see from these deals that securing HBM and TSMC output translates directly into either inference cos…↗
Jun 25
AlmaCap — It’s currently 3am in Korea and we are partying like crazy! $SNDK and $MU price action is a sign of what’s to come for us tomorrow morning! https://t.co/M75xKPujTM↗
Jun 25
AlmaCap — “Memory is a bubble” bros realising it’s not actually a bubble
$MU, $SNDK, SK Hynix, Samsung, Kioxia https://t.co/GV0zh9KWlD↗
Jun 25
unusual_whales — Micron, $MU, is up 16% after earnings.
How high will it go? https://t.co/11VGQwbsbY↗
Jun 25
Shay Boloor — $MSFT says Xbox console storage and memory prices have “increased by more than 2.5x” and expects “another doubling by the fall of 2027.”
Very bullish for $MU, Samsung and SK Hynix…↗
Jun 25
Serenity — Nah, gonna fill out the job application for $WEN and set up camp behind the dumpsters.
Even $MU and $SNDK ridiculous performance today couldn't save my port.
Cheering on Japan t…↗
Jun 25
tae kim — WAT!
Microsoft: "Unfortunately, console storage and memory prices have increased by more than 2.5x and we expect another doubling by the fall of 2027." $DRAM $MU↗
Jun 25
The Future Investors — $MU Micron smashed expectations in Q3 FY26. 🚀
Here's the breakdown of its $41.46B in Q3 FY26 revenue 📊👇 https://t.co/3rDXvvPlAt↗
Jun 25
Trade Whisperer — $MU $10M in gains. Absolute madness.
A separate $1K challenge account turned into $2M.
One of the founding Elite members just shared this with the community. Legendary.
300+ cha…↗
Jun 25
Jason's Chips — Micron FY2026 Q3: Rev $41.5B vs $35.9B cons (+15.5%); EPS $25.11 vs $20.86 (+20.4%). Biggest point: 16 take-or-pay SCAs cover ~20% DRAM / ~33% NAND volume through 2030 with $22B de…↗
Jun 25
AlmaCap — Is everything but memory a bubble?!?!?
$MU, $SNDK, SK Hynix, Samsung, Kioxia all up 200-300% since my first memory article and still looking extremely cheap compared to these oth…↗
Alphatica — @BezosRic Won’t continue. We can give you many examples. $MU told you yesterday. They will eventually unwind the trade currently taking place.↗
Jun 25
Alex A.C. — Investing firm 'SK Securities' alludes directly to the Memory RE-RATE thesis that we the retail have been talking about the past months 🔥🔥
"SK Securities continues to view the m…↗
Jun 25
Shay Boloor — @FuturumEquities You can watch my full $MU earnings breakdown here:
https://t.co/aCnNEOFxYF↗
Jun 25
Alex A.C. — @jukan05 We already talked about this months ago pal. In fact, you published a news/article about the difference between the wafer output and the module output.
I had the technic…↗
Jun 25
Shay Boloor — $MU customers are basically telling Micron that memory is no longer something they can casually buy later because AI has turned it into a strategic resource that needs to be secure…↗
Jun 25
Serenity — Feels like the only thing that hasn’t crashed…
Is memory like $MU, indexes, or large cap semis like Intel so far.
- Photonics from $AXTI to $SIVE down 40%.
- Space from $ASTS an…↗
Jun 25
Alex A.C. — Memory & Storage prices are going to drive Tech devices prices 📈📈 The ones that were holding like Apple are starting to fall 😤
Other side of the giga bullishness of Memory…↗
Michael Sikand 🦑 — Did @GavinSBaker call it again?
Everything AI is down today but $MU and $SNDK are holding explosive double digit gains.
Is the market seeing memory's dirt cheap multiples after $…↗
Jun 25
Wayne Liang — For a perfect risk-on scenario, we'd like to see $QQQ hold above the https://t.co/ihHRGndL5d gold zone.
Plenty of support at this range, and $MU just absolutely crushed earnings,…↗
Jun 25
Alphatica — SPY OPEN | Thursday June 25
$730.42. Down 0.38%. MU crushed earnings. SPY rallied to $739.92 pre-market. It's $730 now. The bounce faded. Again.
THE PATTERN: THIRD TIME:
June 10…↗
Jun 25
PhotonBull — The only thing that can stop the memory bullrun
Seems to be memory
$AAPL increasing prices. If everything becomes more expensive due to memory price increases, inflation can be a…↗
Jun 25
Black Panther Capital — $MU beat by $5.7B in revenue and $4.5 in EPS. The “AI bubble” crowd went SILENT overnight.
A stock down 13% on macro fear and up 14% on actual results was never about macro.
PM w…↗
Jun 25
Lando — If $MU can’t save us nothing can. It’s time to capitulate↗
Jun 25
Alex A.C. — $MU Micron
I'm seeing a cascade of new PTs from the WS bros. There are several $1,500 , some $1,600, a $2,000 one, and the most bullish one (until now 😏), Melius Research at $2,2…↗
Jun 25
SandemanStocks — @ren_stocks DM’d me 6 months ago about $SNDK. He told me it’s a screaming buy and I ignored him. Probably one of the biggest mistakes of my investing career. His other plays lik…↗
Jun 25
Shay Boloor — @FuturumEquities The biggest gem from the $MU earnings call was that these SCAs already cover ~20% of DRAM volume and ~30% of NAND volume and that once the remaining planned agreem…↗
Jun 25
CK Capital — Yo guys, the backbone of AI $MU just gave us record breaking earnings.
Let’s nuke the markets because why not.↗
Jun 25
Alex A.C. — @lithos_graphein New $MU PT at $2200 🔥↗
Jun 25
CK Capital — These next couple months are going to be insane. $MU $SNDK↗
Jun 25
Shay Boloor — $MU is now worth more than both $META and $TSLA. https://t.co/VCkdT26dMk↗
Jun 25
PhotonBull — My god what a day
$MU $DRAM $SNDK https://t.co/nW9ote5ovm↗
Jun 25
Trade Whisperer — $MU Holy Shit $2,200.
Melius DOUBLED their PT. $1,100 → $2,200.
Barclays nearly DOUBLED: $1,175 → $2,000.
KeyBanc TRIPLED: $600 → $1,600.
Record results. Record guide. Record re-…↗
Jun 25
JC Investing — $MU may genuinely become a $5T company at this point https://t.co/er7TNkaZfM↗
Jun 25
JC Investing — @antibearthesis Buy one extreme out of the money close to expiry $MU call contract lol↗
Jun 25
TheValueist — $NVDA $MU $SNDK $LITE Fantastic video from one of the best - I am a risk manager and contingency planner. It is why I have been ubiquitous in my pronouncement for employing long da…↗
Jun 25
Ben Pouladian — $MU Micron bears think SCAs cap the upside. They’re missing the cleanroom.
You can’t flood memory.
HBM eats ~3x the wafers per bit. Greenfield fabs take 2–3 years. And every AI b…↗
Jun 25
Frenchie — Voici le transcript du live que nous avons effectués hier autour des earnings de $MU
En espérant que ce format vous plaise↗
Jun 25
KawzInvests 🦑 — $AAPL just raised prices on every major device by $100 to $300. Due to memory chip costs.
IPAD AIR: $599 → $749
MACBOOK NEO: $599 → $699
IPAD PRO WIFI: $999 → $1,199
MACBOOK…↗
Jun 25
Alphatica — Wall Street still has room to hike price. Barclays is the only firm that went above $1,900 this morning. They raised their $MU price target from $1,175 to $2,000.
$DRAM $MU↗
Jun 25
Jason Luongo — $MU just crushed earnings - $41.46B revenue, $25.11 EPS, record ~85% gross margin. Fifth consecutive quarterly record. Guided next quarter to $50B.
The AI buildout is accelerating…↗
Jun 25
amit — @KobeissiLetter $MU can’t be a trillion dollar company without someone footing the bill
the hyperscalers have been footing it all year, time for consumers to help subsidize those…↗
Jun 25
Shay Boloor — $AAPL is raising prices on select Macs and iPads as memory chip costs from $MU, Samsung and SK Hynix push DRAM and NAND inflation into end-device pricing:
• MacBook Neo from $599…↗
Jun 25
Michael | Hypermarkets — $AMKR — Amkor Technology
What it does: $MU builds the HBM memory. Amkor makes it usable. It packages, stacks, bonds, and tests HBM beside GPUs where AI performance is won or lost.…↗
Jun 25
Michael | Hypermarkets — $MU made $42 billion in Q3 earnings and options are up 2000% overnight.
These 3 stocks make memory for $MU and hasn't exploded:↗
Jun 25
rubicon59 — From $MU earning call. https://t.co/g7g26EWUC6↗
Jun 25
Antonio Costa — $MU Hourly time-frame with pre-market activity. https://t.co/hWdDRpIW9O↗
Anthony Pompliano 🌪 — Micron has seen its revenue triple and profit margin double in the last year.
$MU fundamentals continue to strengthen, but plenty of pessimists think the memory shock is unsustain…↗
Jun 25
Chris Ray — I’m not in any memory names.
Totally missed the move.
Wasn’t ever familiar with the category and didn’t see it coming before it suddenly appeared in front of me.
But what if I d…↗
Jun 25
Michael | Hypermarkets — $WDC — HDD shortage, AI data hoarding, pricing power returning fast.
$VRT — Every AI rack needs liquid cooling; demand outpacing supply.
$SNDK — NAND squeeze just starting; same su…↗
Jun 25
Michael | Hypermarkets — $MU up $200/share after Q3 2026 last night.
Here's all 27 AI bottlenecks earnings dates from Jul-Sept:
(Bookmark this so you don't miss the next one)↗
JC Investing — Day 19 of posting $MU until it’s $1500↗
Jun 25
Shay Boloor — $MU DRAM revenue is up 10x in less than three years showing how AI has turned memory into the bottleneck of all bottlenecks in this infrastructure buildout.
The next leg is agenti…↗
Jun 25
InvestmentGuru — $MU
JPMorgan More Than Doubles Micron Target to $1,540 From $550↗
Jun 25
InvestmentGuru — 11 stocks- my positioning in 11 layers of AI infrastructure.
Layer 1 — Substrate
$AXTI — The raw crystal foundation. InP & GaAs wafers that power the photonics revolution.
Layer…↗
InvestmentGuru — $MU let’s see if we get $5 here today https://t.co/50d5nYAz7U↗
Jun 25
InvestmentGuru — $MU new ATH in Premarket https://t.co/rV5CqFCVOh↗
Jun 25
TheValueist — $MU $SNDK $STX $WDC $DRAM $EWY My Memory and Storage Tracker pre market and updated now. It will only keep getting better. https://t.co/OTCXTwKbCT↗
Tech Fund — There's just no way out of this DRAM shortage in the coming years
"Even as we expect industry supply to improve gradually in 2028, we currently do not have line of sight as to whe…↗
Jun 25
Black Panther Capital — $MU earnings just confirmed the whole $AAOI thesis.
Now send it to $300.
-BP
Not financial advice. https://t.co/KnrUHgeEzv↗
Jun 25
Jukan @COMPUTEX — DA Davidson raises its Micron price target to $2,000.
$MU https://t.co/iYHTwUHlun↗
AlmaCap — $MU, a few clarification points on the below:
SCAs cover half or more of our company revenue:
> Yes this is true but this is current revenue and doesn't factor in facility expansi…↗
Jun 25
KaizenInvestor — Sk Hynix up 14% as a result of the massive $MU earnings. https://t.co/9PmEas82od↗
Jun 25
AlmaCap — This was about Samsung in case not obvious.
All capital is going into the AI trade - the value creation from AI is just beginning and it is the most obvious trade in the market.…↗
AlmaCap — $MU, $SNDK, SK Hynix, Samsung, Kioxia,
Do not let these posts scare you anon, Management themselves tell you that it will take 5 years to double capacity meanwhile demand is likel…↗
Jun 25
Trade Whisperer — $DRAM Holy Shit
SK Hynix up 15%+
Nasdaq 100 Futures up 2%
$MU is the true AI leader. Not a commodity. Not a debate anymore. https://t.co/2vFRZwi2om↗
Jun 25
Trade Whisperer — $MU I just learned my research and conviction drove over $170,000,000 in gains.
Only 1,050 people voted. I did the math.
Not all accounts are created equal. https://t.co/XLrPZ0Bn…↗
Jun 25
Serenity — Very interesting statement today: $MU CEO predicts a multi-decade memory demand cycle driven by humanoid robots.
"Humanoid robots, he says, will require roughly ten times more mem…↗
Jun 25
KawzInvests 🦑 — BOOOM. Kioxia just announced US depositary shares around april or may 2027. $KXIAY $MU $SNDK↗
Jun 25
Shay Boloor — @FuturumEquities You can watch my full $MU earnings breakdown here:
https://t.co/dA00mVSnqf↗
Jun 25
Shay Boloor — @FuturumEquities The most important supply comment from $MU earnings was that DRAM and NAND demand continues to significantly exceed supply and when CFO says Micron still doesn't h…↗
Jun 25
Shay Boloor — The most important part of $MU earnings was the strategic customer agreement structure Micron is building around the business.
Micron has now signed 16 SCAs with 14 of them repres…↗
Damnang2 — In celebration of Micron’s insane earnings report, I’m sharing this article once again.
I really hope people stop calling memory a cyclical industry.
Long memory!
$MU↗
Tradable Astronaut — The Discord has been active all week.
It is important to be fluid within trading, hope everyone had a great week.
Quick reminder that you have 10 days left to join the free trial…↗
Jun 25
InvestmentGuru — AI and semiconductor stocks are surging globally after a strong night of earnings and guidance.
$QCOM +14% after announcing a major push into AI data centers.
$MU +14% following…↗
InvestmentGuru — $MU + $MRVL + $CRDO
The Three Pillars of AI Infrastructure You Want to Hold
THE MEMORY-TO-NETWORKING TRIO |
Every dollar flowing into AI data centers has to pass through these…↗
TheValueist — If you are investing in any part of the GAI infrastructure trade, I highly highly highly recommend you listen to the entire $MU earnings and callback calls. The analysts asking que…↗
Jun 25
InvestmentGuru — $MU EARNINGS
Earnings Breakdown — Not Just a Beat. A Statement.
THE NUMBERS
➡️ Revenue: $41.46B vs $35.25B est — beat by ~17%
➡️ Non-GAAP EPS: $25.11 vs $20.28 est — beat by 2…↗
Jun 25
Serenity — @AliTava2020 $DRAM is one of the more positive ETFs I have a view on since it's exposure to SK Hynix, Samsung, $MU, and $SNDK.
Which is everything people kinda want for memory exp…↗
Alphatica — 🚨🚨SPX GEX LEVELS: Jun 25
The oscillation thesis confirmed in real time.
Last night we published: "If the third takes two, the structure is deteriorating." The third took two. T…↗
Jun 24
Alex A.C. — $TRT Trio-Tech
Risky (small and coming from a "Tier 4" status). Yep. But....:
- HUGE growth YoY
- In the middle of a Testing bottleneck (sub-segment of Burn-in, in the package)
-…↗
Jun 24
Michael | Hypermarkets — $MU is the biggest bottleneck for AI infrastructure.
It's revenue increased 346% in 1 year.
Here's 20 AI bottleneck stocks to buy:
Memory / Storage
1. $MU — HBM monopoly w/ SK…↗
Jun 24
TheValueist — $MU KEY READ-THROUGHS FROM MICRON TECHNOLOGY FQ3 2026 EARNINGS CALL
Micron’s FQ3 2026 call was a major cross-sector signal that memory has moved from a cyclical component category…↗
Jun 24
TheValueist — $MU EXECUTIVE CALL SUMMARY: MICRON TECHNOLOGY, INC. (06/24/26)
Micron’s FQ3 2026 earnings call was a materially positive fundamental event. The quarter combined an unusually large…↗
Jun 24
Michael | Hypermarkets — This stock is $RAM is the 2x leveraged ETF version of $DRAM.
Look at the chart today at $20. It's already at $30.
$DRAM is most likely going to break $100+ soon and on its way t…↗
Jun 24
Michael | Hypermarkets — Whether you're trading with $900 or $1,000,000, this changes nothing.
If $MU 5x-10x in 3 years, this stock will 20x:↗
Jun 24
Alex A.C. — Do you think Memory Demand stops at the AI data centers guys??
Look at the required Memory content for L2+ vehicles, the amount of them in the mix expected by year 2030, and now t…↗
Jun 24
Trade Whisperer — $MU $62 was THE call. But this Nov 2025 Patreon post might be the most consequential since.
"The company is literally turning down customers. Choosing whom to say no to. That's ho…↗
Jun 24
TheValueist — $MU $SNDK $STX $WDC $DRAM $EWY My Memory and Storage Tracker after hours. Crushing it across the board. https://t.co/Ea3Agx2Q0P↗
Jun 24
Shay Boloor — $MU generated ~$365M in profit per day last quarter 🤯 https://t.co/WJnzBERl1Q↗
Jun 24
Alphatica — @Dogwalker2019 We appreciate you tagging us on to bigger accounts. We would love the debate with one of them. We think some are fearful to debate because we come prepared. Hopefull…↗
Jun 24
CK Capital — Was only a matter of time on this one.
Some help from $MU also. https://t.co/GbpL5BWWWr↗
Jun 24
Alphatica — @Invesquotes You are reading it correctly but the math understates the signal.
$100B over 5 years is $20B annually in committed revenue. At current run rates that is roughly 10% o…↗
Jun 24
amit — @LChew77 12 hours left! starlink helping me see $MU earnings 😂↗
Jun 24
Trade Whisperer — $MU $DRAM $SNDK Curious to ask the community something. I'm not managing anyone's money, but I've come to realize my research and conviction do influence some of your BIG decisions…↗
Jun 24
Alphatica — @Lukelevant23 You did the right thing for now. $MU↗
Jun 24
Alphatica — We expect MU to move towards $1,901 a share. Here is why.
Micron just raised full year capex guidance to $27 billion. Prior guide was $25 billion. Street consensus was $25.78 bill…↗
Jun 24
Serenity — @Zenctwill $MU earnings are probably a good read through on SK Hynix/Samsung, which is majority of KOSPI weighting (passively too). So seems more likely than not for SK index.
It’…↗
Jun 24
Trade Whisperer — $MU You know what's the craziest thing about Micron right now?
After all of this, it's still under 10x forward earnings.↗
Jun 24
Alex A.C. — Regardless you are an investor in Micron or not, this is pure corporate art 😭😭🥹
Memory thx. to the needs of the AI Revolution is now and for the years ahead, STRATEGIC
$MU 🚀…↗
Jun 24
Ben Pouladian — $MU didn’t just beat. It repriced the entire memory complex.
EPS $25.11 vs ~$20.8
Rev $41.46B vs ~$35.9B
Next Q guide: ~$50B revenue at ~86% GM
This isn’t your grandfather’s Idah…↗
Jun 24
Alex A.C. — $MU Micron RE-RATE is coming! with its "Fundamentally transformation of our business model" 😱
“We are pleased to announce that we have completed 16 SCAs with customers 🔥🔥 acros…↗
Jun 24
Serenity — Always amazing looking at $MU earnings:
Revenue: $41.46B vs. $35.8B est.
EPS: $25.11 vs. $20.78 est.
Forecasts:
Revenue: $49B to $51B, vs $43.24B est
EPS: $30.00 to $32.00, vs…↗
Jun 24
Alex A.C. — @TradexWhisperer $MU RE-RATE IS COMING https://t.co/gUp79EqMUW↗
Jun 24
Leandro — Maybe I am getting this wrong but isn’t $100B across 5-year SCAs equivalent to $20B in comitted annual revenue?
Assuming the run-rate revenue is $200B that’s like 10% “recurring”…↗
Jun 24
Alex A.C. — @ecommerceshares I can't listen to the Earnings Call, but a fren is saying the guidance is mega ultra giga bullish, with tons of SCAs ahead, and Shortage still in 2028 🔥🔥
$MU to…↗
Shay Boloor — $MU CEO said humanoid robots carry 10x more memory than the average L2+ vehicle setting up what Micron expects to be a substantial multi-decade demand cycle later this decade.
Mic…↗
Jun 24
Alex A.C. — $MU Micron , a total beast 🐂🐂🐂 with EPS Growth > +100% QoQ 🔥🔥
Guidance for Q4-2026 is around EPS $31 , a deceleration in growth, with a bit higher margins.
Take into account…↗
Jun 24
rubicon59 — Well, $MU beat eps consensus by 21% and guiding +22% sequential growth. But the memory cycle downturn, like Godot, will eventually return.↗
Jun 24
KawzInvests 🦑 — Strap in boys. KOSPI tonight is going to be absolutely insane. $MU $SNDK↗
Jun 24
Michael | Hypermarkets — My price target is $120+ and then $200 by end of 2026.
Conservatively, It will most likely go to $60. This is 2x more risky then $DRAM is too.
It holds $MU $SNDK $WDC $STX SK Hyn…↗
Jun 24
Michael | Hypermarkets — $RAM up 50% from $MU earnings from $20 → $30
Here's my price target for $RAM by end of 2026: https://t.co/NFKQ9SZuAr↗
Jun 24
PhotonBull — Oh my god $MU https://t.co/i7OwjzLJ4H↗
Jun 24
Leandro — Not a memory bear and those were some outstanding earnings by $MU (don’t have to be a genius to see it) but some of the takes one can read tonight are probably going to age very po…↗
Jun 24
Trade Whisperer — $MU $DRAM Investors Put Your Hands Up https://t.co/DCFHiL4j5Q↗
Jun 24
PhotonBull — Appreciate the signal @RJCcapital
$MU up 15% after close
Let's ride↗
Jun 24
The Future Investors — $MU $HXSCL Micron crushed the market with fantastic results 🚀
Is this time really different for memory? 💾
Dive into one of our latest articles 🔥👇
https://t.co/brWeZY0FaP↗
Jun 24
Alphatica — @Huann11 Yes. Numbers were great. $MU↗
Jun 24
Black Panther Capital — $MU crushed earnings. AH ripping.
Bears bears bears. Ouch.
-BP https://t.co/pZOPm4g6WX↗
Jun 24
TheValueist — $MU LFG!!!
(Bloomberg) -- Micron forecast adjusted revenue for the fourth quarter; the guidance beat the average analyst estimate.
FOURTH QUARTER FORECAST
•Sees adjusted revenue $…↗
Jun 24
Michael | Hypermarkets — THE LINE THAT MATTERS IN $MU EARNINGS:
"Expects tight conditions to persist beyond calendar 2027 due to AI-driven demand across all segments."
Translation: $MU is sold out th…↗
Jun 24
Shay Boloor — A year ago $MU was trading around $125 a share.
Now Micron’s annualized EPS run-rate is approaching that same number.
Micron is only U.S. HBM supplier in a market where supply is…↗
Jun 24
Trade Whisperer — $MU $DRAM $70,000,000,000.
Micron is expected to make north of $70 billions in operating income in just 2 quarters (Q3 + Q4)
Two fucking quarters. https://t.co/MKJOvS6sex↗
Jun 24
CK Capital — No words. $MU https://t.co/9lOYzlKksv↗
Jun 24
tae kim — Houston, we have liftoff $MU https://t.co/j5ahgu1pXO↗
Jun 24
Trade Whisperer — $MU $DRAM Rejoice
"We now expect supply-demand conditions for both DRAM and NAND to remain tight beyond calendar 2027."
BEYOND. Did you hear that? https://t.co/nZggzyWJei↗
Jun 24
tae kim — Micron: "We now expect calendar 2026 industry server units to grow high-teens percent, above our prior expectations of low double digits, driven by mid-teens growth in traditional…↗
Jun 24
Trade Whisperer — $MU $DRAM Eye Candy for Robotics Investors
"The mix of L2+ and above vehicles is more than doubling this year to over 20% and expected to exceed 40% by 2030."
"Humanoid robots ca…↗
Jun 24
Trade Whisperer — $MU $DRAM This the CRAZIEST statement.
They expect more revenue from PC segment while PC unit volume actually declines. Opposite. Structural Shit.
Nothing left for consumers. htt…↗
Jun 24
Wayne Liang — $MU just dropped earnings.
Absolute blowout. Up 12% AH.
$41.46B vs. ~$35B estimate.
GAAP EPS: ~$25 vs. ~$20 estimate.
For context, $MU did $9.30B in revenue same quarter last y…↗
Jun 24
Trade Whisperer — $MU $DRAM "Agentic AI is structurally reshaping data center infrastructure, extending beyond accelerator-only racks to include CPU racks for the agent control plane and program exe…↗
Jun 24
Tigris 会讲课教授是好老师 — 为何我一次再一次轻松预测 $MU ，不是我有什么财富密码，而是对于产业的认知，供应链的理解肯定远超这些经济和金融的背景的财经小编。
$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…↗
Jun 24
Trade Whisperer — $MU $DRAM "... DRAM cost per bit to rise from current levels." https://t.co/k6Bvbm7JCC↗
Jun 24
Trade Whisperer — $MU $DRAM Holy Fucking Shit
"We have already shipped over $1 billion in HBM4 revenue." https://t.co/FiRXXyxuDB↗
Jun 24
Trade Whisperer — $MU $DRAM Holy Shit
14 of the 16 SCAs that we have signed have a cumulative revenue at minimum price per our contracts of approximately $100 billion over the remaining agreement t…↗
Jun 24
Trade Whisperer — $MU $DRAM SCAs = TAKE or PAY.
These SCAs are structured as TAKE OR PAY agreements, with binding commitments to purchase specific volumes over this multi-year term. https://t.co/Kt…↗
Jun 24
Trade Whisperer — $MU $DRAM SCAs
Typically, these agreements have a five-year term, from calendar 2026 through the end of calendar 2030. Automotive agreements generally have a three-year term.
Mic…↗
Jun 24
Shay Boloor — $MU said its HBM4 12-high ramp is moving twice as fast as HBM3E 12-high with more than $1B in HBM4 revenue already shipped.
Micron also said its next-gen DRAM and NAND nodes remai…↗
Jun 24
tae kim — HOLY CRAP $MU
Micron: “Fourteen of the 16 SCAs that we have signed have a cumulative revenue at minimum price per our contracts of approximately $100 billion over the remaining ag…↗
Jun 24
Trade Whisperer — $MU $DRAM NAND resources are being redirected to DRAM which means NAND will be very tight too.
"In NAND, industry suppliers redirecting cleanroom space from NAND to DRAM and overa…↗
Jun 24
Shay Boloor — I’ll post an Earnings Edge video tonight on the FE channel breaking down my thoughts on $MU but initial reaction is these earnings were lights out.
https://t.co/T7JKP9MIMs↗
Jun 24
PhotonBull — If saving the market had a trophy
$MU $NVDA https://t.co/QHmUkxmx58↗
AlmaCap — Just buy memory stocks, they are trading at the lowest PE multiples, have the best growth potential and have the most transparency of information across the market.
DO NOT LET ANY…↗
Jun 24
amit — $MU
MICRON Q1 2026 EARNINGS:
- Major Q3 beat, reporting adjusted gross margin of 84.9%, above the 81.9% consensus.
- Q3 revenue came in at $41.46B, ahead of expectations of $35.…↗
Jun 24
Trade Whisperer — $MU $DRAM "The memory industry has been structurally transformed by the proliferation of AI."
"Exciting possibilities enabled by robotics and humanoids, as well as fully autonomou…↗
Jun 24
Alphatica — We expect some Portfolio Managers will need to see the therapist after Micron results.
$25.11 EPS on a $20.83 estimate. $41.5B revenue on a $35.75B estimate. Q4 guided to $50B. Th…↗
Jun 24
Trade Whisperer — $MU $DRAM 16 Fucking SCAs.
We are excited to announce that we have now signed 16 strategic customer agreements, or SCAs, which we expect will fundamentally transform our business…↗
Jun 24
Trade Whisperer — $MU $DRAM “Micron’s record fiscal Q3 financial results and even stronger outlook for Q4 reflect the strategic value of memory in the AI era,” said Sanjay Mehrotra, Chairman, Presid…↗
Jun 24
Alphatica — DARK POOL SCANNER | June 24, 2026
The $SPY pattern broke. Dark pool sold $SPY -$1.44B. Both tapes agree for the first time. $TLT +$511M. Zero sells. Duration bought. $MU earnings…↗
Jun 24
tae kim — Not terrible $MU
Micron Q3 EPS $25.11 vs. $20.38 est. Revenue $41.5B vs. $35.75B est. Q4 guidance EPS $31 versus $25.59 est. Revenue $50B vs. $43.1B est.↗
Shay Boloor — $MU expects tight memory conditions to persist beyond calendar 2027 with no clear line of sight on when supply catches up.
Micron also has $22B in customer deposits and strategic…↗
Jun 24
Alphatica — $MU: -$5.53B. Zero buys. The largest single-name sell of the series. Earnings tonight. $7B sold in two sessions. The institutions exited.
$13.67B in buy blocks. $32.59B in sells.…↗
Jun 24
KaizenInvestor — $MU just completely smashed earnings. Stock is up 10% at the moment.
Micron reported a 346% revenue growth YoY and a 1,215% EPS growth YoY.
They alos mentioned shipping HBM4 in…↗
Jun 24
Alphatica — LOL sorry this is funny:
🚨🚨UNUSUAL DARK POOL PRINT ALERT:
│ 16:06:52 MU BUY $305,316,673 NASDAQ Carte │
$MU $SPY $QQQ https://t.co/m0PsCN48dc↗
Jun 24
The AI Investor — $MU $31 eps guide 🔥
If they keep beating it could be $35+↗
Jun 24
CK Capital — Thank you goat. $MU https://t.co/f3HOLSAjBe↗
Jun 24
Alphatica — $MU still inexpensive. The party continues.
$SNDK $DRAM https://t.co/fktsBlQVUk↗
Jun 24
Kevin Maro — @lukesterbu With earnings like that, I will legitimately sell everything I own to buy more $MU $DRAM if it dips😂↗
Jun 24
JC Investing — $MU crushed earnings
$2000 will come very soon.↗
Jun 24
JC Investing — @Kalshi Absolutely smashed it $MU to $2000↗
Jun 24
AlmaCap — $MU as expected massive beat and the AI market is ripping! I expect a party in Korea tonight↗
Jun 24
InvestmentGuru — $MU just delivered a strong beat-and-raise quarter:
Revenue: $41.45B vs $35.5B est ✅
Adj. EPS: $25.11 vs $20.60 est ✅
Q4 guidance:
Revenue: $50B vs $43.24B est 🚀
EPS: $31 vs $25…↗
Jun 24
PhotonBull — And it's green
Thanks for playing
$MU https://t.co/WTwBsVHh3S↗
Jun 24
tae kim — Most important thing in Micron's press release. Bears RIP. $MU
"We believe our multi-year Strategic Customer Agreements will significantly enhance the durability and predictabili…↗
Jun 24
Alphatica — Our Earnings Risk Signal got the direction right.
$MU↗
Jun 24
unusual_whales — BREAKING: Micron, $MU, earnings:
- EPS: $25.11, est: $20
- Revenue: $41 billion, est: $35 billion↗
Jun 24
Alphatica — $MU just reported. We called BEAT. Here are the receipts.
Street EPS: $20.83
Alphatica EPS: $22.50
Actual EPS: $25.11 ✅
Street Revenue: $35.75B
Alphatica Revenue: $36.5B
Actual R…↗
Jun 24
Shay Boloor — $MU ABSOLUTELY CRUSHED THEIR EARNINGS
• Revenue $41.5B vs Est. $35.5B
• EPS $25.11 vs Est. $20.39
• Net Income $33.7B vs Est. $23.9B
• Gross Margin 85% vs Est. 82%
Q4 Guide
• Rev…↗
Jun 24
The Future Investors — 𝗠𝗶𝗰𝗿𝗼𝗻 𝗤𝟯 𝗙𝗬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $MU
EPS: $25.11 vs $20.71 est. ✅
Revenue: $41.46B vs $35.82B est. ✅
Guidance Q4 FY26:
EPS: $31.00 +- $1 vs $24.80 est. ✅
Revenue: $50.0…↗
Alphatica — SPY UPDATE | Wednesday June 24, 3:20 PM
$731.42. Down 0.29%. New all-time bearish flow record: -264.8M shares. The engine reversed again. The regime thesis we published last night…↗
Jun 24
KaizenInvestor — For those who think memory is still cyclical, you should be able to spot a small difference in the $MU revenues in comparison to previous cycles, right? https://t.co/cxztWBIO7I↗
Jun 24
Trade Whisperer — $MU could dip -20% or pop 15%. Nobody knows which. If you're holding through earnings, accept that risk fully. Truly.
It's a bet more on market reaction and less fundamentals.
Th…↗
Jun 24
PhotonBull — That's my quantitative.
Long $MU https://t.co/PMQf5tQzLI↗
Jun 24
unusual_whales — To get updates on stocks like $MU, you can subscribe directly to Unusual Whales.
See more: https://t.co/AcdfM3jPGw↗
PhotonBull — $MU earnings after the close
I was expecting it to run into today and dump after the earnings call regardless of the results and guidance
After the dump leading into it, I am lea…↗
Jun 24
amit — well given the price action in today’s global equity markets it might be fair to say that people are a little nervous going into $MU earnings
which is a far better reason for a se…↗
Jun 24
Shay Boloor — @danielnewmanUV A 20% price hike from $AAPL may be the clearest signal yet that $MU pricing power isn’t going away anytime soon.↗
Jun 24
TheValueist — $NVDA $MU $SNDK $LITE This is a very creative project!↗
Jun 24
Wayne Liang — Market is in limbo waiting for $MU today.
97% chance it’ll beat earnings. $MU itself might see the same pattern as $SNDK / $AMD. Beat, dip, rally.
But the rest of the market most…↗
Jun 24
Alphatica — @assfacecapital Right now we have been sending emails out about every 10-14 days. We will be getting more active on the email soon. We will update MU flow one more time around 3:30…↗
Jun 24
KaizenInvestor — $MU to save the market tonight as they report earnings. Insane numbers are to be expected from the company.
Revenues are expected to reach $35,294 which would be a 279% YoY growt…↗
Jun 24
CK Capital — The market relies on 1 man today. $MU https://t.co/b2QZkp0nPq↗
Jun 24
CK Capital — Sooooo.
Double beat and raised guidence coming? $MU
He looks too happy.↗
Jun 24
KawzInvests 🦑 — Look at the smile on that man $MU get ready!↗
Jun 24
Alphatica — ROTATION SCANNER | June 24, 2026
$XBI leads. Second session. All four thematics green. $SLV -4.84%. $USO -3.69%. $GLD -2.64%. Commodities crushed. $TLT +1.44%. Bonds rally.
Leade…↗
Jun 24
Shay Boloor — @FuturumEquities $SNDK should get a positive read-through from $MU earnings if Micron confirms AI inference and storage demand are driving a stronger NAND and enterprise SSD cycle.↗
Jun 24
Shay Boloor — If $MU says NAND pricing is still strong, enterprise SSD demand is picking up and AI inference is creating more storage demand then $SNDK should benefit because SanDisk is one of t…↗