Who mentions $RMBS most on Surfaced?

$AEHR — Reports Jul 21 ✅ Revenue: $10.3M vs Est. $10.8M ❌ | EPS: -$0.05 vs Est. -$0.07 ✅ Q4 FY2026 Guidance: Revenue $25M–$30M | Return to profitability expected 🔴 Beat estimates but revenue declined 44% YoY. Weak near term, FY2027 recovery story. 3/10 $ASML — Reported Apr 15 ✅ Revenue: €8.8B | Gross Margin: 53% | Net Income: €2.8B Q2 2026 Guidance: Revenue €8.4B–€9.0B | Gross Margin 51–52% 🟡 Solid beat but stock dipped. H2 back-weighted, long-term AI demand intact. 7/10 $STX — Reported Apr 28 ✅ Revenue: $3.1B (+44% YoY) | Non-GAAP EPS: $4.10 vs Est. ~$3.97 Q4 Guidance: Revenue $3.45B (+41% YoY) | Non-GAAP EPS $5.00 ±$0.20 🟢 Monster quarter. HAMR ramp, nearline HDD sold out through 2027. AI storage structural winner. 9/10 $TSM — Reported Apr 16 ✅ Revenue: $35.90B (+40.6% YoY) | Gross Margin: 66.2% | EPS: $3.49/ADR Q2 2026 Guidance: Operating Margin 56.5%–58.5% 🟢 Relentless execution. AI demand insatiable. The backbone of the entire AI trade. 10/10 $TE — Reported May 12 ✅ Revenue: $177.6M (+232% YoY) | EPS: $0.01 (beat estimates by 61%) Q2 2026 Guidance: Delivering G2_Austin solar fab, financing solution targeting Q2 🟡 Hyper-growth solar play but still burning cash. KORE Power acquisition adds complexity. 5/10 $INTC — Reported Apr 23 ✅ Revenue: $13.6B (+7% YoY) | Non-GAAP EPS: $0.29 | DCAI: $5.1B (+22%) Q2 Guidance: Revenue $13.8B–$14.8B | Non-GAAP EPS $0.20 🟡 Comeback narrative building. 18A ramp + agentic CPU demand. Still deeply GAAP negative. 6/10 $AMKR — Reported Apr 28 ✅ Revenue: $1.68B (+27% YoY) | EPS: $0.33 vs Est. $0.23 (+43%) Q2 Guidance: Revenue $1.75B–$1.85B | EPS $0.42–$0.52 🟢 Advanced AI packaging on track to triple YoY. Strong setup for Q2 beat. 8/10 $GEV — Reported Apr 21 ✅ Revenue: $12.4B (+25% YoY) | Adj. EPS: $1.86 (+25%) | Orders: $23.0B (+87%) FY2026 Guidance: Operating Profit $9.85B–$10.25B | Adj. EPS $7.10–$7.40 🟢 Record orders. AI power demand driving aerospace/power. Full-year tracking high end. 9/10 $NBIS — Reported May 13 ✅ Revenue: $399M (+684% YoY, +75% QoQ) | Adj. EBITDA: $130M (32% margin) 2026 Guidance: Group Revenue $3.0B–$3.4B | EBITDA Margin ~40% | CapEx raised to $20–25B 🟢 Hyper-growth but eye-watering CapEx. NVIDIA backing + $9.3B cash = credible. High risk/reward. 7/10 $BE — Reported Apr 28 ✅ Revenue: $751.1M (+130% YoY) | Adj. EPS: $0.44 vs Est. $0.09–$0.14 (+388%) FY2026 Guidance: Revenue $3.4B–$3.8B | EPS $1.85–$2.25 | EBITDA $650M–$800M 🟢 Absolutely demolished estimates. Oracle AI data center deal driving demand. Fuel cell era arrived. 9/10 $CEG — Reported May 12 ✅ Revenue: $11.1B (+64% YoY) | Adj. EPS: $2.74 (+$0.60 YoY) FY2026 Guidance: Reaffirmed full-year EPS guidance 🟢 Nuclear power AI data center play. Calpine acquisition paying off. Steady compounder. 8/10 $AAOI — Reported Jul 30 🔜 (confirmed) Last Print (Q1): Revenue $151.1M (+51% YoY) | EPS: -$0.07 Q2 Guidance: Revenue $180M–$198M | Non-GAAP EPS -$0.03 to +$0.03 🟢 800G capacity ramping 7x by year-end. Demand exceeds supply through mid-2027. Setup is explosive. 9/10 $ETN — Reported May 5 ✅ Revenue: $7.45B (+17% YoY) | Adj. EPS: $2.81 vs Est. $2.74 Q2 Guidance: Adj. EPS $3.00–$3.10 | FY2026 Adj. EPS $13.05–$13.50 | Organic growth 9–11% 🟢 AI datacenter orders up 240%. Boyd Thermal acquisition = liquid cooling king. 9/10 $VRT — Reported Apr 22 ✅ Revenue: $2.65B (+30% YoY) | Adj. Diluted EPS growth +83% FY2026 Guidance: Revenue $13.5B–$14.0B | Adj. EPS $6.30–$6.40 (+51% YoY) 🟢 AI infrastructure critical power/cooling. Orders up 252% in prior Q. Structural AI beneficiary. 10/10 $WDC — Reported Jan 29 ✅ (Q2 FY26) Revenue: $3.02B (+25% YoY) | Non-GAAP EPS: $2.13 | Gross Margin: 46.1% Q3 FY2026 Guidance: Revenue up ~40% YoY at midpoint 🟢 HDD + NAND dual exposure to AI storage supercycle. Strong Q3 setup. 8/10 $ANET — Reported May 5 ✅ Revenue: $2.71B (+35% YoY) vs Est. $2.61B | EPS: $0.87 vs Est. $0.81 Q2 Guidance: Revenue ~$2.8B | Gross Margin 62–63% | EPS ~$0.88 | FY2026 raised to $11.5B 🟢 "Best demand environment I've ever seen" — CEO. AI fabric switching dominant. 10/10 $RMBS — Reported Apr 27 ✅ Revenue: $180.2M (+8% YoY) | Non-GAAP EPS: $0.63 | Product Revenue: $88.0M (+15%) Q2 Guidance: Revenue $192M–$198M | Non-GAAP EPS $0.65–$0.73 🟢 HBM4E controller IP + MRDIMM ramp = pure AI memory beneficiary. Quiet compounder. 8/10 $ALAB — Reported May 5 ✅ Revenue: $308.4M (+93% YoY, +14% QoQ) | GAAP EPS: $0.44 | Gross Margin: 76.3% sec Q2 2026 Guidance: Continued strong sequential growth guided 🟢 PCIe 6 AI fabric switch demand insatiable. Scorpio X-Series launch is a game-changer. 10/10 $GFS — Reported May 5 ✅ Revenue: $1.634B (+3.1% YoY) | Non-IFRS EPS: $0.40 | Gross Margin: 29% Q2 Guidance: Revenue ~$1.76B ±$25M | Non-IFRS EPS ~$0.43 ±$0.05 🟡 Margin expansion story. Silicon photonics CPO launch + Renesas partnership = catalysts. 6/10 $POET — Reported May 14 ✅ Revenue: $503K (tiny, pre-revenue stage) | EPS: -$0.08 vs Est. -$0.05 ❌ Next Report: ~Aug 10–19 (est.) 🔴 Pre-revenue. $50M Lumilens PO is signal but execution risk extreme. Pure speculation. 3/10 $SNDK — Reported Apr 30 ✅ Revenue: $5.95B (+251% YoY, +97% QoQ) | Non-GAAP EPS: $23.41 vs Est. $14.66 (+59.7%) Q4 FY2026 Guidance: Revenue $7.75B–$8.25B | Non-GAAP EPS $30–$33 🔥 One of the most historic earnings beats in semiconductor history. NAND supercycle is here. 10/10 $COHR — Reported May 6 ✅ Revenue: $1.81B (+21% YoY) | Non-GAAP EPS: $1.41 vs Est. $1.39 Q4 FY2026 Guidance: Revenue $1.91B–$2.05B | Non-GAAP EPS $1.52–$1.72 🟢 1.6T transceiver ramp + $2B NVIDIA equity investment = credibility. Optical boom. 8/10 $NVDA — Reported May 20 ✅ Revenue: $81.6B (+85% YoY) | GAAP EPS: $1.87 | Q2 Guidance: $91B Q2 FY2027 Guidance: $91B revenue ±2% | Zero China revenue assumed 🔥 $91B guide. Dividend hiked 25x. $80B buyback. The AI infrastructure engine. 10/10 $AVGO — Reported Jun 3 ✅ Revenue: $22.2B (+48% YoY) | Non-GAAP EPS: $2.44 vs Est. $2.39 | AI Semi: $10.8B (+143%) Q3 Guidance: Revenue $29.4B (+84% YoY) | AI Semi Revenue $16B (+200%+) 🟢 $30B in Q2 AI bookings vs $10.8B shipped. FY27 AI target $100B+. Slightly disappointed street. 9/10 $CIEN — Reported Jun 4 ✅ Revenue: $1.57B (+40% YoY) | Adj. EPS: $1.64 vs Est. $1.40 (+17%) Q3 Guidance: Revenue ~$1.625B ±$50M | FY2026 raised to $6.3B ±$100M (+32% YoY) 🟢 Record quarter. AI networking optical boom. Backlog $7.7B and growing. Stock sold off on buy-the-rumor. 8/10 $DELL — Reported May 28 ✅ Revenue: $43.8B (+88% YoY) | Non-GAAP EPS: $4.86 vs Est. $2.94 (+65%) | AI Servers: $16.1B Q2 FY27 Guidance: Revenue $44.0B–$45.0B (+49% YoY) | FY27 outlook raised to $167B 🔥 Fastest revenue growth since going public. $51B AI server backlog. Pure AI infrastructure cash machine. 10/10 $CRDO — Reported Jun 1 ✅ Revenue: $437M (+157% YoY) | Non-GAAP EPS: $1.16 vs Est. $0.98 (+18.4%) Q1 FY2027 Guidance: Revenue $465M–$475M | FY2027 expected >80% YoY 🟢 Revenue tripled in FY2026. AEC cables dominating hyperscaler AI racks. Optics next catalyst. 10/10

Open on X

@itsmichaelluuJun 25, 2026 · 12:49 PM

$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. The world's best memory is worthless if it can't be packaged into working HBM fast enough. Amkor isn't just a supplier anymore it's a critical bottleneck co-designing next-generation AI packages years before launch. 2-year move: $14 → $93 (+560%) $FORM — FormFactor What it does: Every Micron memory die is tested before shipping. FormFactor's probe cards verify each HBM layer at the wafer level before it becomes part of a multi-layer stack. One defective die can ruin an entire 8–12 layer HBM stack. As AI memory becomes more complex, testing becomes exponentially more valuable. No testing. No yield. No HBM shipments. 2-year move: ~$20 → $159 (+700%+) $RMBS — Rambus What it does: Rambus supplies the IP and controller technology that allows Micron's memory to communicate with AI processors. Nearly every major memory company licenses its technology. HBM is useless without a controller directing data traffic. Rambus is effectively the toll booth every AI memory transaction passes through and collects royalties while doing it. 2-year move: ~$40 → $174 (+350–400%) Most investors only watch who makes AI memory. The biggest winners are often the companies making sure it actually works. Yes, these 3 are still relatively cheap compared to $MU ♻️RESHARE this post and write 1 comment, I'll DM you call options for these so you can just buy and hold! Look at the chart they just go up with $MU.

Open on X

@itsmichaelluuJun 25, 2026 · 12:30 PM

BOOKMARK this so you know when the NEXT massive earnings plays are. $AEHR Jul 21 $ASML Jul 15 blockstack:native Jul 16 $TSM Jul 16 $TE Aug 18 $INTC Jul 23 $AMKR Jul 27 $GEV Jul 29 $NBIS Jul 29 $BE Jul 30 $CEG Jul 30 $AAOI Jul 30 $ETN Aug 4 $VRT Aug 5 $WDC Aug 5 $ANET Aug 3 $RMBS Aug 3 $ALAB Aug 11 $GFS Aug 11 $POET Aug 10-19 (est) $SNDK Aug 13 $COHR Aug 13 $NVDA Aug 26 $AVGO Sep 3 $CIEN Sep 3 $DELL Sep 3 $CRDO Sep 9 I'm sharing with you my top 5 earnings plays to focus on...NEXT post ⬇️

Open on X

@itsmichaelluuJun 19, 2026 · 12:30 PM

$RMBS

Open on X

@itsmichaelluuJun 19, 2026 · 12:30 PM

Why $RMBS Is Critical to $MU: Think of it this way: $MU builds the memory. $RMBS owns many of the rules, designs, and traffic systems that make memory work at AI speeds. Why it matters • Patents & Licensing Micron licenses Rambus IP to build modern DDR5, DDR6, and future memory products. • Server Memory Chips Rambus supplies critical RCD chips used on enterprise server DRAM modules sold into hyperscale AI data centers. • AI Data Movement Rambus develops the interconnect technology that helps move data efficiently between CPUs, GPUs, and memory. • HBM & AI Infrastructure As Micron scales HBM memory for AI, Rambus technology helps enable signal integrity at extreme speeds. The AI Supply Chain Connection NVDA → MU → RMBS NVIDIA needs massive amounts of HBM memory. Micron Technology supplies that memory. Rambus provides critical IP, chips, and interconnect technology helping that memory function at AI scale. One-Line Investment Thesis If Micron is selling the AI memory, Rambus is helping build the roads that allow that memory to operate at full speed. Without advanced memory interfaces, controllers, and IP, AI servers become bottlenecked long before they reach their full performance potential.

Open on X

@itsmichaelluuJun 18, 2026 · 3:58 PM

@aleabitoreddit You're missing $WDC $STX and $RMBS who has a massive partnership with $MU .. and I totally agree with you...

Open on X

@vulturetradesJun 18, 2026 · 1:49 PM

I love this setup $RMBS always pays 🔥

Open on X

@cobraalertsJun 18, 2026 · 1:49 PM

$RMBS looks insane

Open on X

@vulturetradesJun 18, 2026 · 1:48 PM

$RMBS went 400% last time don’t forget. July calls 🚀

Open on X

@cobraalertsJun 18, 2026 · 1:48 PM

$RMBS 220 CALL 7/17 @ here 🚨🐍

Open on X

@cobraalertsJun 18, 2026 · 1:47 PM

$RMBS 220 CALL 7/17 @ 1.40 🚨🐍🚨

Open on X

@vulturetradesJun 18, 2026 · 1:47 PM

$RMBS 220 Call 7/17 here 🚨

Open on X

@cobraalertsJun 18, 2026 · 1:47 PM

HIGH CONFIDENCE $RMBS 220 CALL 7/17 @ 1.40 🚨🐍

Open on X

@vulturetradesJun 18, 2026 · 1:47 PM

High Confidence 🚨 $RMBS 220 Call 7/17 at 1.40

Open on X

@cobraalertsJun 18, 2026 · 1:47 PM

$RMBS 220 CALL 7/17 @ 1.40 🚨🐍

Open on X

@vulturetradesJun 18, 2026 · 1:47 PM

$RMBS 220 Call 7/17 at 1.40 🚨

Open on X

@vulturetradesJun 8, 2026 · 4:18 PM

$RMBS this went 500%+ last time

Open on X

@cobraalertsJun 8, 2026 · 4:18 PM

MY BIGGEST TRADE $RMBS 200 CALL 6/18 @ 1.00 🐍🚨

Open on X

@vulturetradesJun 8, 2026 · 4:18 PM

$RMBS 200 Call 6/18 here 🚨

Open on X

@vulturetradesJun 8, 2026 · 4:17 PM

Potential 5x 🚨 $RMBS 200 Call 6/18 at 1.00

Open on X

@vulturetradesJun 8, 2026 · 4:17 PM

$RMBS 200 Call 6/18 at 1.00 🚨

Open on X

@cobraalertsJun 8, 2026 · 4:17 PM

HIGH CONFIDENCE $RMBS 200 CALL 6/18 @ 1.00 🐍🚨

Open on X

@cobraalertsJun 8, 2026 · 4:17 PM

$RMBS 200 CALL 6/18 @ 1.00 🐍🚨

Open on X

@vulturetradesJun 3, 2026 · 2:30 PM

$RMBS ripping today 🚀

Open on X

@bullofbritainJun 1, 2026 · 3:02 PM

A follow up as promised - a few names from every layer of the stack. ALREADY RUNNING (still biddable, easy money gone) > Agentic / server CPU - $INTC, $AMD, $ARM > General-server MLCC - Murata (6981.T), Taiyo Yuden (6976.T), Yageo (https://t.co/1R4b8JlPLP) > Memory + interface - $MU, SK Hynix (000660.KS), $SNDK, $RMBS > Neocloud / AI capacity - $BRUN, $NBIS, $CRWV SWEET SPOT > High-end MLCC + materials - Samsung Electro-Mechanics (009150.KS), Sakai Chemical (4078.T), Shoei Chemical (7967.T), Nippon Chemi-Con (6997.T) > On-chip interconnect IP - $AIP > Advanced packaging / hybrid bonding - $TSM, Besi, $AMKR, $CAMT, $KLIC, $ACMR > Liquid cooling - $VRT, Quanta (https://t.co/Nm2fUBkGzM), $NVT, Asetek (ASTK.OL) > CPO / 1.6T optics - $MTSI, $LITE, $COHR, $AAOI, $POET, $SIVE > Burn-in / test - $AEHR, $PDFS, $TRT FRONTRUN (scale into H2 26) > SiC / GaN power - NVTS, $POWI, Infineon, $AOSL, $WOLF > Gallium / III-V feedstock - $VNP, AXTI > 800V HVDC power systems - $VRT, $ETN, Delta (https://t.co/m1ww5mzgHD), $VICR > Grid / energy storage - $FLNC, $BE, $FCEL > 600kW rack integration - Quanta (https://t.co/Nm2fUBkGzM), Hon Hai (https://t.co/ttZlth9vkp), $DELL, $SMCI, $PENG EARLY / WATCH ONLY > Quantum - IONQ, $RGTI, $QBTS (lottery tickets) > 6G buildout - $NOK, $ERIC, $KEYS, $AMPG > Humanoids - $AMBA, Harmonic Drive (6324.T), $ALGM, $VPG, $MOG.A > Photonic memory - pre-commercial, no investable pure-play. Tracking only

Open on X

@vulturetradesMay 27, 2026 · 1:33 PM

$RMBS CALLS UP 500% AT 8.15

Open on X

@cobraalertsMay 26, 2026 · 2:38 PM

$RMBS SO PAID OMG 🐍🚨 https://t.co/mdleWNDqUx

Open on X

@cobraalertsMay 26, 2026 · 2:09 PM

$RMBS 230 CALL 6/18 @ .80 🐍🚨

Open on X

@vulturetradesMay 26, 2026 · 1:41 PM

$RMBS what an insane trade overall, called 3 strikes on this name. If that doesn’t show confidence I don’t know what does. Calls up 2-3x here. https://t.co/14bNoyBOxz

Open on X

@cobraalertsMay 26, 2026 · 1:40 PM

$RMBS IS UP 250%+ 🐍🚨 https://t.co/PoXcM5ZW8r

Open on X

@ftr_investorsMay 23, 2026 · 11:26 AM

Open on X

@vulturetradesMay 21, 2026 · 6:11 PM

$RMBS even the 195 Call is up 100% wow How many times do I need to do this before you get it? https://t.co/7fBadYsYSu

Open on X

@vulturetradesMay 21, 2026 · 6:09 PM

$RMBS 155% Gainer I told you 1.45 to 3.7 https://t.co/WuC6nK0bhA

Open on X

@cobraalertsMay 21, 2026 · 5:44 PM

$RMBS 210 CALL 6/18 @ here 🚨🐍

Open on X

@vulturetradesMay 21, 2026 · 5:44 PM

$RMBS ROUND 3 FULL CONFIDENCE 🚀

Open on X

@cobraalertsMay 21, 2026 · 5:43 PM

$RMBS BEST SET UP OF 2026

Open on X

@vulturetradesMay 21, 2026 · 5:43 PM

$RMBS 210 Call 6/18 here 🚨

Open on X

@vulturetradesMay 21, 2026 · 5:43 PM

Gamma Squeeze 🚨 $RMBS 210 Call 6/18 at 0.85

Open on X

@vulturetradesMay 21, 2026 · 5:43 PM

High Confidence 🚨 $RMBS 210 Call 6/18 at 0.85

Open on X

@cobraalertsMay 21, 2026 · 5:42 PM

$RMBS 210 CALL 6/18 @ .85 🚨🐍

Open on X

@vulturetradesMay 21, 2026 · 5:42 PM

$RMBS 210 Call 6/18 at 0.85 🚨

Open on X

@vulturetradesMay 21, 2026 · 5:37 PM

$RMBS 90% here at 2.75 from 1.45 What a trade. These can 3x from here https://t.co/GYzR2J21ax

Open on X

@vulturetradesMay 21, 2026 · 5:35 PM

$RMBS ripping here

Open on X

@vulturetradesMay 21, 2026 · 2:10 PM

$RMBS officially a 2x trade at 2.90 from 1.45 🔥 ARE YOU NOT ENTERTAINED? https://t.co/M50mUUnrix

Open on X

@vulturetradesMay 20, 2026 · 5:53 PM

$RMBS 2.30 from 1.45 insane trade… https://t.co/snPPFkYJR2

Open on X

@vulturetradesMay 20, 2026 · 5:03 PM

I told you $RMBS went 400% last time are you not listening?? Our Calls printing https://t.co/zRZ5Jhpush

Open on X

@vulturetradesMay 20, 2026 · 5:02 PM

$RMBS original contracts up 50% at 2.20 from 1.40 wow we’re paid. https://t.co/2hIUelbIH8

Open on X

@vulturetradesMay 20, 2026 · 4:55 PM

$RMBS looks so good rolled these up

Open on X

@vulturetradesMay 20, 2026 · 4:53 PM

$RMBS potential 2-5x

Open on X

@vulturetradesMay 20, 2026 · 4:53 PM

$RMBS 195 Call 6/18 here 🚨

Open on X

@vulturetradesMay 20, 2026 · 4:53 PM

High Confidence 🚨 $RMBS 195 Call 6/18 at 1.00

Open on X

@cobraalertsMay 20, 2026 · 4:53 PM

$RMBS 195 CALL 6/18 @ .95 🐍🚨

Open on X

@vulturetradesMay 20, 2026 · 4:52 PM

$RMBS 195 Call 6/18 at 0.95🚨

Open on X

@vulturetradesMay 20, 2026 · 4:13 PM

$RMBS 40% in hour at 1.95 from 1.45 🔥 https://t.co/VWgSEeWjgq

Open on X

@vulturetradesMay 20, 2026 · 3:22 PM

$RMBS 1.85 from 1.40 here wow https://t.co/AVExTvdbhw

Open on X

@vulturetradesMay 20, 2026 · 3:16 PM

$RMBS & $AMBA big pops 🚀

Open on X

@vulturetradesMay 20, 2026 · 2:21 PM

$RMBS went 400% last time

Open on X

@cobraalertsMay 20, 2026 · 2:21 PM

$RMBS 175 CALL 6/18 @ 1.45 🐍🚨🚨

Open on X

@vulturetradesMay 20, 2026 · 2:21 PM

Squeeze idea 💡 $RMBS 175 Call 6/18 at 1.45

Open on X

@cobraalertsMay 20, 2026 · 2:20 PM

HIGH CONFIDENCE $RMBS 175 CALL 6/18 @ 1.45 🐍🚨

Open on X

@vulturetradesMay 20, 2026 · 2:20 PM

High Confidence 🚨 $RMBS 175 Call 6/18 at 1.45

Open on X

@cobraalertsMay 20, 2026 · 2:20 PM

$RMBS 175 CALL 6/18 @ 1.45 🐍🚨

Open on X

@vulturetradesMay 20, 2026 · 2:20 PM

$RMBS 175 Call 6/18 at 1.45 🚨

Open on X

@stocksavvyshayMay 20, 2026 · 11:19 AM

$GOOGL I/O 2026 made it clear that Gemini is becoming the operating layer across Search, Android, Chrome, Workspace and agent workflows. If Google shows real AI Search monetization and external TPU demand then the reaction could hit the entire AI hardware stack: • ASIC Design: $AVGO • Networking: $ANET, $CIEN • Compute Hosting: $WULF, $CIFR • Foundry & Packaging: $TSM, $AMKR • Chip Design Tools: $ARM, $CDNS, $SNPS • Power & Cooling: $VICR, $VRT, $NVT, $PH • Optics & Fiber: $LITE, $COHR, $FN, $APH, $GLW • Connectivity: $MRVL, $ALAB, $CRDO, $RMBS, $SITM • Memory & Storage: $MU, $WDC, $STX, SK Hynix, Samsung

Open on X

@investmentguru_May 12, 2026 · 10:02 AM

The 2026 Memory Market May Extend the Supercycle AI training, inference, and data center buildout are keeping memory demand structurally elevated — and the full stack is worth watching. Here’s who plays where 👇 🟠 DRAM / HBM → SK Hynix — world’s largest DRAM & HBM supplier → Samsung Electronics — top 3 DRAM & HBM globally → $MU — top 3 DRAM & HBM + #4 in global NAND 🔵 NAND → $SNDK — #5 in the global NAND market 🩵 HDD → $STX — Seagate Technology → $WDC — Western Digital (Two of the last major global HDD manufacturers) 🟢 Data Storage Systems & Solutions → $NTAP — enterprise memory storage leader → $PSTG — global leader in flash storage 🔴 Equipment → $LRCX — memory packaging vendor → $AMAT — thin-film deposition for memory chip manufacturing 🔵 Controllers & Interconnect Silicon → $RMBS — U.S. memory IP vendor → $SIMO — global leader in memory controller solutions → $MRVL — leader in memory & storage technologies → $INTC — advanced packaging (Foveros) critical to next-gen HBM stacking The memory supercycle isn’t just $MU. It’s an entire ecosystem repricing for the AI era — from HBM to controllers to equipment. Not financial advice.

Open on X

@investmentguru_May 9, 2026 · 3:53 PM

The Complete Semiconductor Playbook — AI Supercycle 2026 The AI trade is no longer one ticker. It’s a full stack. Here’s every layer: 💾 MEMORY $MU · $WDC · $STX · $SNDK · $AMAT · $LRCX → HBM4 = the new oil. Not a commodity anymore. Strategic infrastructure. 🔌 CONTROLLERS $RMBS · $SIMO · $ATOM · $MCHP · $ADI · $TXN → The traffic cops of every AI system. Overlooked. Undervalued. Critical. 📦 PACKAGING / TESTING $AMKR · $FORM · $CAMT · $ONTO · $COHU · $ACMR → CoWoS. HBM stacking. Chiplets. This is where chips become systems. 🧠 NEXT-GEN MEMORY $MRAM · $GSIT · $NVEC · $NLST · $CEVA → Beyond DRAM. Early-stage. Asymmetric upside when the cycle arrives. 🌐 OPTICAL / INTERCONNECT $LITE · $AAOI · $COHR · $CIEN · $MRVL · $GLW · $MTSI · $TSEM · $POET · $LWLG · $FN → The hottest sub-sector in semis right now. 800G → 1.6T. CPO is the next arms race.

Open on X

@almacap114204May 5, 2026 · 2:58 PM

You have to be very careful - a lot of people got burnt by $RMBS, their market position and upside is no way near as good as people were pricing (in my opinion). Vs. the memory leaders whose position is way better than the market is pricing....I would not be surprised to see the big 4 memory names all 2.00-3.00x by year end from here. I am trying to find a photonics or a packaging company that benefits from memory too but there isn't a clear winner (for me at least) - $PENG looks interesting There maybe alpha in players that sidestep the bottleneck or supply a different part of the stack e.g. CXL or HBF providers

Open on X

@rubicon59Apr 29, 2026 · 2:39 AM

IDK much about $RMBS, but how can a supplier of presumably key memory tech have a declining revenue YOY this quarter?

Open on X

@investmentguru_Apr 28, 2026 · 10:37 AM

Semis and photonics are seeing a healthy pullback — that’s often just a technical reset after strong momentum. If you missed the last run and had the patience not to chase, this is the time to build your watchlist and map out the levels that make sense for your entries. Good setups come to those who wait for price, not emotions. $CRDO $MRVL $AMD $ARM $AAOI $COHR $GFS $RMBS

Open on X

@investmentguru_Apr 28, 2026 · 10:12 AM

$AMD $ARM $MRVL $CRDO $AMKR $RMBS $TSEM all seeing pullbacks after strong recent runs. Nothing unusual — healthy consolidation after momentum can create the next setup. Keep them on the watchlist. Strong names often give better entries when sentiment cools and price resets.

Open on X

@benitozApr 28, 2026 · 4:33 AM

Markets are bidding up Intel, AMD, and ARM on the CPU rally. Wrong layer. The Rambus print this afternoon told us the bottleneck isn’t CPU silicon. It’s the OSAT layer behind the CPU. RMBS guided supply tight into 2027, with product revenue capped not by demand but by back-end assembly capacity at their packaging partners. OSAT means Outsourced Semiconductor Assembly and Test. It’s the back-end of chip manufacturing, where wafers get diced, packaged, and tested before shipping. CoWoS is technically an OSAT function too, just done in-house at TSMC. Same physical constraint, same multi-year lead time to expand. When CoWoS gates GPU shipments and OSAT gates DIMM interface chips, the entire memory subsystem is bottlenecked at the same layer of the supply chain. That layer is what NVIDIA locked up NVIDIA negotiates HBM, LPDDR, CoWoS substrate, and OSAT capacity as one bundled allocation. They own the controller IP on Grace and Vera. They co-developed SOCAMM. When NVIDIA places an order, the entire stack gets allocated together because nobody wants to lose the GPU business. x86 enterprise is the opposite. Five or six independent supply chain links, each negotiating allocation separately. CPU silicon is fine. Everything below it competes for shared OSAT capacity that’s already pre-booked by NVIDIA and the HBM trio. The bear case on Grace for two years was that x86 enterprise wouldn’t switch because of recompilation cost and tooling friction. That argument assumed equal availability. If the x86 path is gated by DIMM availability into 2027 and the Grace path isn’t, the friction calculus inverts. The question stops being “is it worth recompiling for Grace” and becomes “can I even buy enough DIMMs to scale my fleet by Q3.” Hyperscalers will pick the available path every time. Turin can be the best server CPU ever made. It doesn’t matter if customers can’t get DIMMs to populate the slots. $rmbs $intc $amd $NVDA

Open on X

@thevalueistApr 28, 2026 · 12:49 AM

After listening to all the earnings calls today — $AMKR $CDNS $SANM $RMBS (yes, I actually listened to them all) — I don’t see any scenario where $NVDA isn't a $300 stock by 1/21/28. If you've been connected to me for some time, you know NVDA is my largest delta dollar position and has been since our Chat-GPT moment in November 2022. As always, I’m open to hearing the other side. Invest accordingly.

Open on X

@almacap114204Apr 27, 2026 · 4:54 PM

Institutional risk capital is rotating out of defence/space (growth sectors) and into the AI semiconductor supply chain... We have know the plays for months, institutions are following The AI semis stack has visible capex, fat order books, long-term contracts (see MU signing 3–5 year orders) ...and a much longer runway of optimism ahead. "AI industrial revolution" and "agentics" sounds cool and its only early days... Extraordinary returns for: GPUs, CPUs, photonics, interconnects, and advanced packaging. To name a few: $NVDA, $INTL, $AAOI, $SIVE, $SOI, $MU, $SNDK, $RMBS, $LPK, $IQE, $ALMU Does this continue or is it a good time to move back to the laggards? > Space: $FLY, $ASTS, $RKLB, $MDA, $BKSY > Defence: $AEVX, $ONDS, $PLTR, $KTOS The majority of my portfolio sits in the AI semiconductor supply stack, and outperformance is driving that concentration further.

Open on X

@investmentguru_Apr 26, 2026 · 11:35 AM

CPU ecosystem map across every tier: TIER 1 — Pure CPU Giants $INTC — Intel. The turnaround is real. Q1 2026: revenue $13.58B, EPS $0.29 crushed $0.01 consensus. Data Center revenue +22% YoY. Stock surged nearly 25% in a single session. CEO Lip-Bu Tan declared: “The next wave of AI will bring intelligence closer to the end user — from foundational models to inference to agentic.” Up 80%+ YTD before that gap. $AMD — EPYC CPU order book nearly sold out for 2026. Q4 2025 revenue $10.27B, up 34% YoY, with record Data Center revenue of $5.38B. MI400 platform coming. 1-year return: +269%. The share-gainer. $ARM — The toll road of CPUs. Used in 99% of the world’s smartphone CPU cores. In 2026, ARM announced the launch of its own CPU products on top of its existing royalty business. Up +87% YTD before Intel’s earnings day gap. Capital-light, royalty compounder. TIER 2 — CPU-ADJACENT INFRASTRUCTURE $QCOM — Snapdragon X Elite attacking PC CPU market with ARM-based Oryon cores. Edge AI CPU momentum building across enterprise. Automotive + IoT CPU exposure via Snapdragon Cockpit Elite. $MRVL — Custom XPU + CPU silicon. 18+ socket wins. $75B design pipeline. Data center CPU-adjacent workloads = direct tailwind. $AVGO — Custom ASICs + CPU workload accelerators for hyperscalers. AI business grew 106% YoY to $8.4B last quarter. Projects $100B+ business by 2027. The ASIC answer to x86. $TSM — Makes every CPU on the planet. TSMC fabs AMD EPYC, Apple silicon, Qualcomm Snapdragon. ~70% foundry market share. Trading 14% below Morningstar fair value of $428. You can’t build a CPU without TSMC. TIER 3 — CPU ENABLERS & PICKS/SHOVELS $MU — Every CPU needs memory. Micron can only fulfill half-to-two-thirds of current medium-term demand. Revenue was $13.6B two quarters ago, $23.9B last quarter, guiding $33.5B next quarter. Memory is the bottleneck. $SIMO — SSD controllers feeding CPU storage layers in AI data centers. 46% YoY revenue growth. PCIe Gen5 controllers showcased at NVIDIA GTC 2026. The quiet CPU enabler. $ALAB — PCIe + CXL connectivity silicon — the bus that CPUs talk to everything else on. 75%+ gross margins. Zero debt. Every AI CPU cluster needs Astera Labs. $RMBS — Rambus. Memory interface IP. LPDDR5X SOCAMM2 server memory chipset for AI CPUs. ~80% gross margins. Capital-light IP model — gets paid every time a CPU ships with their interface. $GFS — GlobalFoundries. Specialty foundry for RF, automotive, aerospace, and IoT CPUs. The mature-node CPU manufacturer for defense + industrial. TIER 4 — RISC-V REVOLUTION (THE FUTURE CPU WAR) Tenstorrent (private — Jim Keller’s company) — First-gen RISC-V CPU “Ascalon” delivers 10-20 SPECint2006/GHz, competing directly with ARM’s Neoverse V2. IP licensees already include LG and Hyundai. Backed by Hyundai, Kia, Samsung. Watch for IPO. $CAN — Canaan Creative. Launched the world’s first commercial edge AI chip based on RISC-V. Public, listed, speculative. RISC-V + AI edge play in one ticker. SiFive (private) — The ARM of RISC-V. Intel tried to acquire for $2B. CPU IP licensing model. IPO candidate to watch. TIER 5 — HYPERSCALER CUSTOM CPUs (Own The CPU, Own The Cloud) $AMZN — Graviton ARM-based CPUs + Trainium AI chips. Trainium 2 and 3 at max capacity. Nearly all Gen 4 capacity already pre-sold 18 months out. AWS custom CPU = lowest cloud compute cost. $GOOGL — TPU + custom ARM CPU for Google Cloud. Fastest-growing cloud CPU fleet. $MSFT — Azure custom ARM silicon + Cobalt CPU. AI inference at edge + cloud. Azure fastest-growing hyperscaler by AI workload. The GPU era is maturing. The CPU supercycle is just loading up. Every layer of this stack is a potential winner. Not financial advice.

Open on X

@investmentguru_Apr 25, 2026 · 10:29 PM

10 Stocks Built for LT Returns - $MU — The HBM supercycle play. Entire 2026 HBM output already sold out. Forecasts 40% CAGR in HBM market to ~$100B, surpassing all of 2024 DRAM. Q1: 57% YoY sales growth, 56.8% gross margins, EPS up 167%. This is the memory backbone of AI. $MRVL — AI data center powerhouse. 74% of revenue now from data centers. 18+ XPU socket wins, $75B design pipeline, targeting 20% of a $94B TAM by 2028. Acquiring Celestial AI for photonic fabric tech. Custom silicon + optics = long runway. $CRDO — The picks & shovels play on AI networking. Stock up 1,700% since 2022 IPO. Active Electrical Cables dominating hyperscaler deployments. $10B+ TAM across 5 product pillars. AEC adoption still early innings — long growth runway ahead. $ARM — The architecture that runs everything. Every smartphone, AI edge device, and custom chip from Apple to NVIDIA to AWS runs on ARM IP. Royalty + licensing model = recurring revenue with zero fab risk. As custom silicon proliferates, ARM gets paid more per chip. The toll road of semiconductors. $ALAB — Elite AI connectivity pure play. 75.7% gross margins, 25.7% profit margins, $1.1B+ cash, zero debt. PCIe + CXL connectivity for hyperscalers. 17 of 19 analysts rate Buy with median PT of $205. Premium valuation but premium business. $RMBS — The memory IP kingpin. ~80% gross margins, ~40% EBIT margins. Just launched SOCAMM2 LPDDR5X server memory chipset targeting AI data centers. Capital-light, IP-driven model = durable cash flows. Underrated in the AI memory stack conversation. $AAOI — AI optical networking rocket ship. Up 1,200%+ in one year. Supplying 800G and 1.6T fiber-optic modules to hyperscalers. 97% revenue concentration with top customers — high risk but massive growth. Earnings May 7. Valuation stretched at 180x+ forward. $APH — Amphenol. The quiet compounder. Makes connectors, sensors & cables used in AI data centers, EVs, defense, aerospace. Boring product, extraordinary execution. Long-term hold for diversified tech infrastructure exposure. $MXL — Just surged 80% in a day on Q1 earnings beat. Optical data center business tied directly to AI infrastructure. Needham upgraded to Buy, peers it with MRVL/CRDO/ALAB on valuation multiples. Increased 2026 outlook. The laggard that caught up fast. $GFS — GlobalFoundries. Specialty foundry with focus on mature nodes — RF chips, automotive, aerospace, IoT. Less exposure to bleeding-edge AI race but massive structural demand from defense + auto electrification. Stable, strategic, long-duration play. all positioned at the intersection of AI infrastructure, high-speed connectivity, and semiconductor supply chain. This is where capital is flowing for the next decade. Time in market > timing the market. Not financial advice.

Open on X

@benitozApr 25, 2026 · 5:41 PM

Rambus thesis (no paywall) Their DDR5 memory interface chipsets ship on every server DIMM regardless of whether DRAM costs $2/GB or $10/GB. They’re not selling the gold; they’re selling the traffic management system that makes the mine work. $RMBS https://t.co/CxQrvkyNAw

Open on X

@crux_capital_Apr 25, 2026 · 1:00 PM

CPUs are in the spotlight! $AMD $INTC $ARM $PDFS $AIP $RMBS More agents, workflows, coding assistants, recommendation engines, and on-device AI means more models running constantly. There are lot's of obvious trades to be made. But there are many layers here I want to find the best plays with the most upside. I made this image to show how I am approaching my research What's your highest conviction name?

Open on X

@vulturetradesApr 24, 2026 · 4:37 PM

$RMBS so close to giving us a 10x 400% here at 5.00 wow https://t.co/WajJgkXExi

Open on X

@cobraalertsApr 24, 2026 · 3:48 PM

$RMBS ripping up 280%+ 🐍🙏

Open on X

@cobraalertsApr 24, 2026 · 3:43 PM

$RMBS UP 200%+ 🐍🐍

Open on X

@cobraalertsApr 24, 2026 · 1:39 PM

$RMBS up 150%+ here omg

Open on X

@investmentguru_Apr 24, 2026 · 11:17 AM

Market movers $AMD $INTC $ARM $MXL $MRVL $MU $GFS $RMBS

Open on X

@investmentguru_Apr 24, 2026 · 9:49 AM

$RMBS — The Silent AI Infrastructure Play Nobody’s Talking About. Rambus is quietly becoming one of the most compelling AI infrastructure names on the board — 2025 revenue hit $707M, up 27% YoY , all while maintaining a gross margin of 79.6% and an EBIT margin of 40% with a debt-to-equity ratio of just 0.02 . They just unveiled HBM4E memory controller IP delivering up to 16 Gbps per pin — plugging directly into next-gen AI accelerators — and MRDIMM revenue is set to ramp in H2 2026 as the bridge between DDR5 and DDR6 for high-end AI deployments . Q1 earnings hit April 27 and the setup looks clean. While everyone fights over the obvious AI plays, $RMBS is collecting the IP royalties and shipping the memory silicon that makes AI infrastructure actually run. Not financial advice. DYOR.

Open on X

@vulturetradesApr 23, 2026 · 3:14 PM

$RMBS up 50% at 1.80 from 1.20 🔥 https://t.co/rvsQxQzV66

Open on X

@cobraalertsApr 23, 2026 · 3:13 PM

$RMBS UP 50%+ 🐍🔥

Open on X

@cobraalertsApr 23, 2026 · 3:09 PM

$RMBS @ 1.70 from 1.20 🐍🔥

Open on X

@vulturetradesApr 21, 2026 · 2:45 PM

$RMBS 45% at 1.75 from 1.20 🔥 https://t.co/KCWARid1bt