Sandisk. Every tracked FinTwit mention of $SNDK, newest first. 809 mentions since the first on Sep 26, 2025. See the price chart.
June 2026 · 68 mentions
Jun 5
AlmaCap — Have added to my memory positions today, thank you BNP for clearly wrong takes.
Ps. Goldmans are extremely bullish if you need an analyst to give you comfort.
$MU, $SNDK, SK Hyni…↗
Jun 4
Alex A.C. — Beyond the company, I repost this bc I loved his comment:
"Our customers and their customers are moving at the speed of software, and we're moving at the speed of real estate [dat…↗
Jun 4
Trade Whisperer — $MU 9.5x $SNDK 9.3x
You cannot unsee this.
Bargain of the Century. https://t.co/CgHHm8dhZH↗
Jun 4
Trade Whisperer — @gurdag343434 Both. My heart is with $MU. My head wants $SNDK. Not financial advice. Do your own due diligence.↗
Jun 4
Trade Whisperer — @Thormetheus Right now I like $SNDK. A few months it was $MU. How about you?↗
Jun 4
Trade Whisperer — @Thormetheus Right now I like $SNDK. A few months it was $MU↗
Jun 4
Trade Whisperer — @E4238696827904 To be honest. I think it's going to be $SNDK. I know that can be a contrarian take but RAG is something that hyperscalers will need forever.↗
Jun 4
Trade Whisperer — $MU at $62
$SNDK at $200
$RKLB at $13
$PLTR at $21
$INTC at $54
$AMD at $227
Six names. Zero noise. 130,000 followers.
Most accounts need 50 tickers. I needed six.
And the missio…↗
Jun 4
TheValueist — $NVDA $MU $SNDK $LITE NVIDIA NEMOTRON 3 ULTRA ANALYSIS
EXECUTIVE OVERVIEW
Nemotron 3 Ultra should be interpreted less as a discrete open-model release and more as a strategic dem…↗
Jun 4
Michael | Hypermarkets — $DRAM added 2 out of 100 calls.
The idea is simple:
Buy $DRAM when it's cheap, hold until my target of $200+ possibly $300.
Here's what $DRAM ETF holds:
🔹 SK Hynix (~26%) — Wo…↗
Jun 4
Michael | Hypermarkets — TIER 2 — OPTICAL & NETWORKING BOTTLENECKS (The New Hottest Layer)
#6 $COHR (Coherent Corp.) — Nvidia invested $2 billion in Coherent in March 2026 alongside a multiyear purchase c…↗
Jun 4
TheValueist — I have an $AMZN Alexa Plus Echo device in my kitchen, and I reordered some supplements and drinks by voice for the first time ever this morning. It was amazing and simple. It's lik…↗
Jun 4
TheValueist — $NVDA $MU $SNDK $LITE - NVDA running very hard at building a competitive US-based OSS LLM. Great for the industry and GAI infrastructure trade.↗
Jun 4
Serenity — $SIVE looks like both a chokepoint and a bottleneck for CPO next year.
Keep seeing information published from nontechnical people who miss any nuances.
Here’s the reason why:…↗
Jun 4
Michael | Hypermarkets — AI COMPUTE is sold out until end of 2028.
This is exactly how you become a millionaire, you buy and hold these companies:
GPU / CHIPS (Direct Compute Suppliers)
$NVDA
GPU monopo…↗
Jun 4
Wayne Liang — My theses on $AMD and $MRVL are getting pretty similar pushbacks to when I was charting $MU at ~$120, $PLTR at ~$30, $NBIS, $SNDK, and more.
Whether it's weeks from now or months…↗
Jun 4
TheValueist — $NVDA $MU $SNDK $LITE Thank you!! Read our reports, friends!! They will make you a better investor!!↗
Jun 4
InvestmentGuru — Overnight trading is showing a clear risk-off tone across some of the market’s strongest momentum groups.
🔻 $MRVL - nearly 6%
🔻 $LITE - over 4%
🔻 $ARM - over 4%
🔻 $NOK - over…↗
Jun 3
JC Investing — HE’S DONE IT AGAIN
$NVDA CEO KEEPS TELLING YOU WHICH STOCKS TO BUY
HE CALLED:
$MRVL AT $200 → 50%
$SNDK AT $270 → 600%
$MU AT $80 → 1200%
NOW HE’S CALLING $META
“NOBODY USES…↗
Jun 3
Michael | Hypermarkets — Everyone is bullish right now. I'm not after June 15:
1. Large IPOs like $SPCX will trigger sell off.
$NVDA — institutions sell liquid mega caps to fund IPO allocations
$AAPL — h…↗
Jun 3
Midas — The 10 Most Talked about Stocks on X Today:
1. $NVDA
2. $MU
3. $SIVE
4. $SNDK
5. $LITE
6. $NBIS
7. $MRVL
8. $DELL
9. $AAOI
10. $IREN
Using @asymmetrix_xyz - the easiest…↗
Jun 3
Midas — IMPORTANT 🚨
Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building @asymmetrix_xyz to find these 10x stocks early.
It can easily spot AI bottlenecks and new…↗
Jun 3
Midas — All of Leopold Aschenbrenners positions are already up 100% or more since he bought them.
For example $SNDK $NBIS $INTC $IREN $BE
But there are also some positions that still ha…↗
Jun 3
Midas — IMPORTANT 🚨
Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building @asymmetrix_xyz to find these 10x stocks early.
It can easily spot AI bottlenecks and new…↗
Jun 3
Midas — I found the next $SIVE at $1, $NBIS at $20, $SNDK at $100, and $MU at $30 using @asymmetrix_xyz
This app can find AI bottlenecks in seconds (see below).
Don't miss out and join…↗
Jun 3
Midas — IMPORTANT 🚨
Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narrativ…↗
Jun 3
Trade Whisperer — $MU $SNDK Unlimited $DRAM I know it sounds crazy
But the more I think about it, the scale of memory required to deploy AI Agents across every enterprise and every household is alm…↗
Jun 3
Shay Boloor — 2026 IS THE YEAR OF MEMORY
• $SNDK +516%
• SK Hynix +245%
• $MU +208%
• Samsung +147%
AI is becoming memory-first as models and agents need longer context, faster retrieval and m…↗
Jun 3
PhotonBull — Told you guys about @BULLOFBRITAIN a while ago
Now he has shown his receipts
Make sure to follow this guy for early entries in the next $SNDK and $AXTI↗
Jun 3
Trade Whisperer — $MU $DRAM $SNDK 2026 negotiations for HBM4 are shifting in favor of manufacturers.
Manufacturers have not been able to adjust their prices according to market conditions. Memory c…↗
Jun 3
CK Capital — This guy told me about $AXTI at 13 and $SNDK at 200, with proof.
One of the best traders I know who will provide insane alpha.
Worth a follow.↗
Jun 3
BULL OF BRITAIN — Was getting clowned for writing bear takes on $AXTI and $SIVE. Everyone assumes a bear case means you're bitter for missing out or too low iq to do dd.
No.
I write the short the…↗
TheValueist — $NVDA $MU $SNDK $LITE Come on guys at $MSFT . Simply bring back Clippy and call it a day. That’s all people really want.↗
Jun 3
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE TAKEAWAY
The executive order is a strategically important, but deliberately constrained, attempt to convert frontier AI capability into a U.S. cybe…↗
Jun 2
TheValueist — $NVDA $MU $SNDK $LITE You got to think to yourself if SaaS King @RFS_Vista is personally showing up to Computex, the hardwarest of hardware shows, then be on stage with $INTC LBT,…↗
Jun 2
AlmaCap — The AI labs and SpaceX are all IPOing to raise funding to accelerate their AI build-outs. Meanwhile the MAG 7 have been funding their buildouts from operating cashflows... that isn…↗
Midas — If you missed the INSANE pump in AI stocks like $SIVE at $1, $NBIS at $20, $SNDK at $30.
Don't miss the Cybersecurity Armsrace.
Here are 5 stocks that could explode: https://t.…↗
Jun 2
Trade Whisperer — SK Hynix Chairman Chey Tae-won reaffirmed a persistent supply deficit of memory chips that could last until 2030, in Taipei on June 2.
SK Hynix plans to double its memory chip waf…↗
Jun 2
Midas — If you missed the huge pump in AI bottlenecks like $SIVE at $1, $MU at $100, and $SNDK at $30...
Don't miss the Energy Armsrace.
Here are 5 stocks that could explode: https://t.…↗
Jun 2
Midas — IMPORTANT 🚨
Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narrativ…↗
TheValueist — The AI Investment Boom: When Will It Pay Off? https://t.co/238ntY0v6D via @YouTube
$GS $NVDA $MU $SNDK $LITE Highly recommend watching this because it is an excellent reminder of…↗
Jun 2
Alex A.C. — $SNDK bros, take note. NAND tightness is here to stay 🔥🔥
(and remember the Memory Majors all manufacture SSD too)↗
Jun 2
Alex A.C. — @HyperAICapital 😂😂😂👌
I add:
"we did what that Citron said, he said to Short $SNDK and $AAOI "↗
Jun 2
PhotonBull — Imagine shorting $SNDK at 600
Seeing it TRIPLE again in a few months
Then being arrested for securities fraud😂↗
Jun 2
The Assembly — Do you understand how CRAZY that is?
$SNDK just printed a 99 RSI on the monthly chart, one of the highest readings EVER SEEN on a major stock. https://t.co/9dQulDl0lJ↗
Jun 2
Midas — IMPORTANT 🚨
Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narrativ…↗
Jun 1
TheValueist — $AMZN $NVDA $MU $SNDK $LITE fantastic announcement to drive LLM consumption growth. Great for the GAI infrastructure trade.↗
Jun 1
Trade Whisperer — So it looks like $GOOGL wants to win this AI race but there is a cost to being first. More memory. More GPUs. Stay competitive or fall behind.
$META does not want to lose. Zuck ha…↗
Jun 1
Mike Investing — Many doubted that $NBIS would be able to pull a $SNDK, or even $MU type move…
These last 4 weeks have proved those who doubted wrong, & I’m here to tell you this move is only begi…↗
Jun 1
mon — $AAOI is the next $SNDK.
I hope you're right. Started a position this morning, already up 19%. 😁↗
Jun 1
Midas — IMPORTANT 🚨
Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narrativ…↗
Jun 1
Serenity — I did say $AAOI was my favorite US optical long...
+20.1% today.
If you want the next $SNDK, you're looking at it.
I think H1 entering H2 2027 will likely be that massive infl…↗
Jun 1
KawzInvests 🦑 — @retail_mourinho I honestly thought @RJCcapital retired and was never coming back after going long $SNDK at 70$ 🐐↗
Jun 1
TheValueist — $NVDA $MU $SNDK $LITE - My gut reaction is that if Anthropic is filing, the numbers should be strong. Thus a positive for GAI infrastructure trade.
https://t.co/FtrRFoUqmH
Anth…↗
Jun 1
PhotonBull — The goat is back
The first guy I personally ever saw speaking about $SNDK
Disappeared, stock went up 5x, now he returns
Let's see what he picks next↗
Jun 1
Trade Whisperer — $MU $SNDK $DRAM
Endless memory loop. There is no exit. https://t.co/IASAxvtM0x↗
Jun 1
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
Jun 1
Alex A.C. — "The floor GM is higher than what our checks for DRAM suggest (80% for $SNDK vs 60% in DRAM)"
"SNDK already locked in 30% of its capacity next year under LTAs and the goal is to…↗
Jun 1
Alex A.C. — Goldman Sachs on Memory and Storage:
"Expect supply shortage to persist at least until 2028 and next year to be tighter than this year"
Free way for big Funds to buy $MU SK hynix…↗
Jun 1
Alex A.C. — WS bros are starting to embrace the Re-rate Thesis for Memory names ☺️
Higher P/Es imminent for our favorite Memory&Storage stocks: $MU SK hynis $SNDK 🙌
https://t.co/L7Wqeli…↗
Jun 1
Wayne Liang — Ouch. If you got shaken out by $SNDK earnings volatility, I'll pour one out for you. Up ~70% since then.
Zoom out and never go against a supercycle, you'll make a lot more money…↗
Jun 1
TheValueist — https://t.co/ikq3UyGnau
$NVDA $MU $SNDK $LITE EXECUTIVE SUMMARY
The GTC Taipei 2026 keynote was a strategically important NVIDIA event staged around Computex in Taiwan and center…↗
Jun 1
Trade Whisperer — $MU $DRAM $SNDK WSJ Article
"AI Has Made Memory Chips More Valuable Than Oil"
"Micron, Samsung and SK Hynix are cheap despite their $1 trillion valuations if long-term contracts…↗
Jun 1
Trade Whisperer — $MU $62 → $1,012 Overnight
$SNDK $200 → $1,740 Overnight
$NOW 36%+ since Tuesday
5,000+ posts. One thesis. You are welcome.
And we're just getting started.
Choose your follows wi…↗
Jun 1
Serenity — @michaelsikand Yep agreed, i think just in general if your stock isn’t called $MSFT or a big Software name.
You would need to calculate your own fwd P/E ratios with hypergrowth na…↗
May 2026 · 344 mentions
May 31
Trade Whisperer — So my friend just ordered a $10k AI workstation to run local LLMs with full privacy. No sharing with cloud.
Last time I checked, this is how every major technology wave starts. On…↗
May 31
CK Capital — My favorite names in every sector right now. The full conviction list.
Satellite & Space
$ASTS
$RKLB
$OPTX
AI Infrastructure
$NBIS
$PENG
$HLIT
Defense
$EOS.AX
$KRKNF
$OP…↗
May 31
Midas — Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narratives before ever…↗
TheValueist — This is the third quarter I have conducted these LLM-driven read-through analyses. First and foremost, the models have improved drastically, providing better quality output, insigh…↗
Apr 30
TheValueist — $SNDK KEY READ-THROUGHS FROM SANDISK Q3 FY2026 EARNINGS CALL
Sandisk’s Q3 FY2026 call is one of the clearest recent signals that NAND pricing, enterprise SSD demand, and AI infras…↗
Apr 30
Serenity — @iamsattam $SNDK already rose 72.59% the month before earnings... so markets were definitely pricing in a beat.
Not sure which way it goes, but if it were a company without much v…↗
TheValueist — I changed my mind on the last post. There are still a shitload of GAI data centers and GAI products to be built GLOBALLY. Invest accordingly.
$NVDA $MU $SNDK $LITE↗
Mar 31
TheValueist — $NVDA $MU $SNDK $LITE RESEARCH NOTE - Tribal Land Data Centers: Real Pathway, Narrow Funnel — An Energy-First Infrastructure Play for a Select Few
https://t.co/FAcsmg6rx2
Bottom…↗
Mar 31
TheValueist — $NVDA $MU $SNDK $LITE An example of how quickly agentic GAI and autoresearch is moving.
-------------
1. It validates the autoresearch-to-finance thesis we just wrote. QuantAgent i…↗
TheValueist — I want to take back how much credit I'm giving MIT PhDs. Yours truly is running 50 simultaneously spawned agents with little heartache. Remember, I’ve never taken a computer scienc…↗
Feb 27
TheValueist — If you haven't yet tried developing something with ClawBot / @openclaw using multiple agents with different skills, all in one chatroom, you absolutely must. It is mind-blowingly e…↗
Feb 27
TheValueist — Let's get it.
$NVDA $MU $SNDK $000660
What changed?
The MSRP for DGX Spark (Founders Edition) has been adjusted from $3,999 to $4,699 due to memory supply constraints
https://…↗
Ray Wang — When the guide became "irrelevant" because you destroyed all of them (and u should). $SNDK https://t.co/KFkrliJ5p0↗
Jan 29
Mike Investing — This is your reminder that $TSLA is about to have its $SNDK moment happen very soon…
The catalyst lineup for $TSLA this year is truly insane:
~ Possible SpaceX & Tesla Merger.
~…↗
Jan 29
Ray Wang — 1) SK Hynix on NAND and SSD. $SNDK
"NAND today is changing completely. Not only a data store, but becoming a storage solution that directly supports AI computation workflows. AI.…↗
Jan 28
Daave “3 and 30” Tepper — MARKO KOLANOVIC: MARKET ROTATING INTO $SNDK, OTHER, IN GENERATIONAL FLIGHT TO QUALITY
at least it's not going into crypto anymore
December 2025 · 7 mentions
Dec 28
mon — The best performer of 2026 is likely to be the one no one is talking about today.
Take a look at the top performers of 2025 YTD:
$AXTI +608%
$SNDK +594%
$PL +387%
Now look at som…↗
Dec 22
Daave “3 and 30” Tepper — Names I would Like to Like, but for price:
$cien
$lite
$sndk
$wdc
$alab
Assume those names trade up [15%] in 2026 - as a portfolio! - *IF* the bullish AI news capex cycle extends…↗
Dec 20
Daave “3 and 30” Tepper — Dram price convexity is in fact, what transpired in 2025. Not sure why a respectable investor like QF quibbled about that. $mu $sndk
https://t.co/WCvhyo7kql https://t.co/fiQ9CDeu…↗
Daave “3 and 30” Tepper — @bJackHorsman Good! For me, it’s upside optionality, likely being priced into the stock somewhat which is not great, but clearly US NAND capacity is critical resource… so like the…↗
Nov 27
Daave “3 and 30” Tepper — SanDisk / hyperscaler JV has been long speculated
Yes, while it would benefit Kioxia, SanDisk has the IP
SanDisk could get weird
$sndk↗
Nov 25
Daave “3 and 30” Tepper — LFG $SNDK
That said my FinTwit feed feels unhinged tonight.
Project Genesis
TPUs to Meta
Nvidia to China
Gemini 3, no wait, Opus 4.5
Memory to the moon
Never doubted “ai bUbBle…↗
Ray Wang — MS: "Unprecedented pace of extending visibility: 5 POs thru CY26, 1 LTA w/ strong commercial terms thru CY27 (w/ more coming), and discussions extending to CY28."
$WDC $SNDK $STX.↗
Oct 30
Daave “3 and 30” Tepper — @BenBajarin if any investor sees this DC development data and doesn't immediately assume the following, they are unfit to manage money
there is no AI without storage and memory
s…↗
Oct 29
Daave “3 and 30” Tepper — Seagate call transcript just so hyper bullish
Actually makes me a little nervous on sandisk
Love a good duopoly with supply constraint and restraint
$stx / $wdc Rerating incomi…↗
Zephyr — > be SanDisk ($SNDK), freshly unzipped from WD’s crusty HDD jeans
> first breath of 2025 smells like AI farts and burning CapEx
> analysts double price target before I even find th…↗
— I'm extremely bullish on memory for the coming weeks, everything we predicted is coming true anon.
As a reminder I published an essay series on memory:
Part 1:
https://t.co/nO0XS…
Trade Whisperer — $MU $SNDK $DRAM
If one local AI Agent occupies 32GB of DRAM or HBM, then when one million agents deployed is 32GB Petabytes.
Now we have 8 billion people on earth and millions o…↗
May 31
Alex A.C. — I'm going to stop laughing at the Memory&Storage Panicans 🐔🐔🐔 that sold some weeks ago bc "SPs are too high" (🤣) bc is no longer funny the amount of money they are losing…↗
May 31
Midas — Don’t miss the next $SIVE at $1, $SNDK at $30, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narratives before eve…↗
May 31
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~5.0x
• $GOOGL ~3.1x
• $ALAB…↗
May 31
TheValueist — $NVDA $MU $SNDK $LITE - The European data center build out is getting started.
SoftBank plans 75 billion euros of AI investments in France, as Europe struggles to catch up with U.…↗
May 31
InvestmentGuru — Everyone’s asking what to buy in 2026.
The answer’s been in the executive orders the whole time.
The reshoring of America is real. And it starts with the ground-level stuff nobo…↗
May 31
Midas — Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narratives before ever…↗
May 31
Midas — Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narratives before ever…↗
May 31
Midas — Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narratives before eve…↗
May 30
Midas — IVE BUILT AN APP TO FIND STOCKS LIKE $SNDK at $30, $SIVE at $1, and $MU at $90.
The app already helped me PRINT on:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
This app will help…↗
May 30
Trade Whisperer — Analysts, if you have any vision at all, put $MU and $SNDK at least at 18x forward PE. The semiconductor median is 38x right now. 18x is less than half. It's still ridiculously che…↗
May 30
Trade Whisperer — $SNDK My call at $200 last year is becoming another "Bargain of the Century."
$3,250. $2,350. $2,300. $2,025. $1,825.
Susquehanna just set a $3,250 price target. Barclays upgrade…↗
May 30
TheValueist — $NVDA $MU $SNDK $LITE Thank you, Rob @boymanrobshit !! I'm definitely working to drive insights and alpha from my GAI Analyst Agents and high-quality datasets. I find the write-ups…↗
May 30
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +614%
2. $AXTI +531%
3. $AEHR +357%
4. $AAOI +354%
5. $NVTS +273%
6. $MU +240%
7. $DELL +234%
8. $BE +228%
9. $DOCN +224%
10. $ARM…↗
TheValueist — $NVDA $MU $SNDK $LITE Outstanding interview that provides clear line of sight into how the top institutional TMT investors are thinking about GAI. I as I said below, from my non-sc…↗
May 30
AlmaCap — This video is 1 month old but still worth a watch, a highlight for me is Elon "We will buy all their chips"
https://t.co/UM45bnITVQ
And people think memory etc is cyclical, we ar…↗
May 30
Serenity — I still find it funny how all the software bros are happy about a 10-15% recovery with $CRM to $FIG.
After getting wiped 25-60% of their portfolio.
Meanwhile all the AI names fro…↗
May 30
rubicon59 — In my humble tourist opinion, NAND is yet to have its full day in the AI sun. #kioxia $sndk↗
May 29
TheValueist — $NVDA $MU $SNDK $LITE my thoughts are very much focused on Computex, NVDA GTC, and the news that may come out. Perhaps the question is what actually moves the needle in the GAI inf…↗
May 29
TheValueist — Looky looky! I'm so honored!! @OpenAI sent me a pen for being an OG of ChatGPT Pro. Thanks, @sama !! I can't wait to see what I will receive on my 5th year anniversary.
$NVDA $M…↗
May 29
TheValueist — $NVDA $MU $SNDK $LITE Good $GS video on current state of tech public equity. Worth a quick watch on 2x.
Can the Tech Surge Continue? https://t.co/cs3BwUF60N via @YouTube↗
TheValueist — $NVDA $MU $SNDK $LITE LFG!!
@buzzberg_ai doing some very interesting work mining data with agents on X. I bet they uncover some real and alpha generating insights.↗
May 29
Alex A.C. — Investing firm 'Susquehanna' PTs for....:
- Micron $MU : $1,750 🔥
- Sandisk $SNDK $3,250 😱🔥🔥🔥
The giga experts from a month ago that "I've sold all my Memory and Storage sto…↗
May 29
The Future Investors — The 4 memory giants powering the AI revolution 🚀
Who’s your top pick for the next 3 years? ✨
Choose your fighter 🥊
$SSNLF $HXSCL $MU $SNDK https://t.co/XLlviTS7Oq↗
May 29
TheValueist — $NVDA $MU $SNDK $LITE Not yet, but it's something I think about. The competing factor is that the rapid improvement of LLMs will cause the hardware’s economic value added (EVA) to…↗
TheValueist — $APO $BX $NVDA $MU $SNDK $LITE So, this is why Marc is now deeply plugged into the GAI/tech ecosystem.
(Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. are workin…↗
May 28
Alex A.C. — Memory bottleneck is here to stay with us forever 😂😂🔥
$MU SK hynix $SNDK↗
May 28
Wayne Liang — Scratch that... imagine selling $SNDK because of the short-lived volatility, just to watch it rally another ~60%.
They've been saying memory has been overbought for years btw. Bea…↗
TheValueist — $SNDK all time high today. Up ~6%. This thing will keep on going for years, especially if they truly commercialize HBF into a viable DRAM substitute for KV cache.
https://t.co/96N…↗
May 28
TheValueist — $NVDA $MU $SNDK $LITE I absolutely agree with this. Model diversity is key. As the agents/tools and routers become more sophisticated, tasks can and will be delineated for executio…↗
May 28
JC Investing — Can someone tell me why $NVDA has been flat all month when every other Semiconductor stock has ripped?
$MU $SNDK https://t.co/RJ030iqf6L↗
May 28
TheValueist — $NVDA $MU $SNDK $LITE Excellent interview on $APO and the connection between GAI and large-scale infrastructure financing. I’m amazed by how well Marc is integrated into the GAI an…↗
May 28
TheValueist — $NVDA $MU $SNDK $LITE In the early days of BPO/outsourcing, major firms initially partnered with third-party service providers before developing their own offshore teams and capabi…↗
May 28
The Future Investors — @BandProtocol We just published our $SNDK deep dive 🔥👇
https://t.co/kuprSsnrxY↗
May 28
The Future Investors — @amitisinvesting We just published our $SNDK deep dive 🔥👇
https://t.co/M8RGfaJbCz↗
May 28
The Future Investors — Here you go! 🔥 The full deep dive of SanDisk 👇 $SNDK
https://t.co/kuprSsnrxY↗
May 28
The Future Investors — $SNDK Our 𝗦𝗮𝗻𝗗𝗶𝘀𝗸 Deep Dive is live! 🚨
🔍 Full breakdown of Management, Market, Growth & Financials
⭐ Fundamental Score
Up +4,000% in 1 year… but how strong are the…↗
May 28
TheValueist — $APO $NVDA $MU $SNDK $LITE EXECUTIVE SUMMARY
The source material is an a16z Show interview titled “Private Markets and The Future of Capital Allocation with Marc Rowan,” featuring…↗
May 28
Alex A.C. — @sean_________ $MU $1600 (at least)
$SNDK $2000↗
May 28
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Leopold Aschenbrenner’s Situational Awareness LP, known for its early calls on $BE, $SNDK, and $INTC,…↗
May 27
TheValueist — $NVDA $MU $SNDK $LITE $GEV Watch this video I previously shared if you haven’t already. The new build data center NIMBY momentum is gaining speed. This does a good job at providing…↗
May 27
amit — LEOPOLD ASCHENBRENNER'S SITUATIONAL AWARENESS LP, KNOWN FOR IT'S EARLY CALLS ON $BE, $SNDK, & $INTC DISCLOSES A 5.6% STAKE IN NEBIUS $NBIS.
Leopold has been a big believer in…↗
May 27
TheValueist — $NVDA $MU $SNDK $LITE FORWARD-DEPLOYED JOINT VENTURES!!! 😂🤣
I’m dying. Consultants may actually still have jobs post-GAI, but are being renamed out of existence.↗
May 27
Serenity — I actually got every single one of these predictions right
> InP substrate bottleneck
> laser bottleneck, and markets rewarding $AAOI with laser fabs for it.
But it did take…↗
May 27
Serenity — Yep, I model financials around every stock I post, I don’t post breakdowns a lot of time to make it more digestible for retail investors to read w/o jargon.
You can see my old $RP…↗
May 27
AlmaCap — Has there ever been anything so strongly Jevons'ed as memory?
Decision making quality = intelligence x context.
I will always want my AI to have more context.
$MU, $SNDK, SK Hy…↗
TheValueist — $NVDA $MU $SNDK $LITE I’d be all over this if I could make it. Autoresearch is a massive unlock for LLMs. https://t.co/FWSBYcw8zC↗
May 27
TheValueist — $NVDA $MU $SNDK $LITE Never forget that the sell-side’s primary role is to sell securities. Whether stated directly or indirectly, they exist solely to support the investment bank…↗
May 27
TheValueist — $SNDK Tom O’Malley must be a sub. Club Valueist - get involved and see what's behind the velvet rope. It’ll be the best $1/month you’ll ever spend in your life 🤣
(Bloomberg) -- S…↗
May 26
mon — This year’s biggest YTD winners are all “physical” sectors (semiconductors, memory, energy, robotics, space), while software, cybersecurity, and financials are the year’s biggest l…↗
May 26
Alex A.C. — @sean_________ Re-rate thesis for Memor names: happening in front of our faces 🔥🔥🔥
See you in the next x2-x3 (I hope a x3 😅🤞)
$MU Micron SK hynix $SNDK Sandisk 🚀🪐↗
May 26
KawzInvests 🦑 — Memory is up almost 200%+ since the March TurboQuant $GOOG panic when everyone said the supercycle was over.
Classic Jevons paradox. In 1865, William Jevons noticed that more effi…↗
May 26
rubicon59 — In celebration of the Memorial day? $MU +17%, $KXIAY +14%, $SNDK +7.5%↗
May 26
Michael Sikand 🦑 — Congrats to the 730+ investors following my "Memory Supercycle" portfolio on @joinautopilot with $5.3M.
$MU surpassed $1T in market cap today.
The port is up ~11% this morning.…↗
Michael | Hypermarkets — If $DRAM goes from $57 to $300 in 10 years...
This is how much you'd make buying $5,000 and contributing every month:
$100/mo → ~$48,000
$200/mo → ~$74,000
$500/mo → ~$153,000
$1…↗
May 26
TheValueist — $NVDA $MU $SNDK $LITE Great $GS interview of a senior partner at Advent and worth watching. Solid incremental insight into how a mega-cap PE firm thinks about GAI for internal and…↗
May 26
TheValueist — $NVDA $MU $SNDK $LITE This is a very cogent and intelligent critique of GAI. Good explanation on why people outside of the GAI inner circle are so opposed to it. One immediate take…↗
May 26
TheValueist — https://t.co/lG5HOrDg5X
$NVDA $MU $SNDK $LITE This is impressive coding by @buzzberg_ai and demonstrates the power and speed of GAI agentic use cases. I've personally seen the ben…↗
May 26
InvestmentGuru — Overnight market strength is flowing directly into the future-tech sectors.
Storage & Semiconductor names are moving higher across the board:
$MU +5%
$SNDK +3%
$MRVL +3%
$AMD +2%…↗
The Future Investors — Our next Unpacked: 𝗦𝗮𝗻𝗗𝗶𝘀𝗸 $SNDK 💾
A stock up +3,800% in 1 year 📈
But how strong are the fundamentals really? 🔍
Full deep dive + final score ⭐
Coming this week! 🗓️
Do…↗
May 25
Serenity — $RPI, close to ~3x returns.
Off the media branded "Meme Stock".
I think after retail saw institutions bear post my thesis posts.
Then ended up paper handing $AXTI, then $RPI,…↗
May 25
mon — If you want to find the next x10 stocks, listen to the hyperscalers' earnings calls and pay attention to what the CEOs are complaining about.
That's exactly what Leopold Aschenbr…↗
May 24
CK Capital — People think they missed the memory trade.
I don’t think they have even seen the middle of it.
Right before the AI boom hit $MU, $SNDK, and $SK Hynix all cut production. The mem…↗
May 24
Serenity — AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections.
You're not bullish enough.
And it might be a good idea to stay exp…↗
May 24
TheValueist — $NVDA $MU $SNDK $LITE My Analyst Agent did some work for you @aleabitoreddit . I’ll update the analysis again as more responses come in. The power of GAI.
POWER SEMI / 800 VDC CRO…↗
May 24
mon — Do you want to know how to find the next $SNDK?
Listen to the hyperscalers' earnings calls and pay attention to what the CEOs are complaining about. Focus on the infrastructure pr…↗
May 24
Wayne Liang — $MU thesis continues to validate itself.
Since I last posted about Micron...
> Manassas Virginia $2B+ expansion just started 1α DRAM production. The most advanced memory tech eve…↗
May 24
TheValueist — $AEHR $SNDK $MU $000660 $005930 EXECUTIVE SUMMARY
AEHR’s HBF narrative has moved through 3 distinct phases. In Q1 FY26, HBF was introduced as an emerging AI memory architecture th…↗
May 24
Jason's Chips — $SIVE is on a speculative, unsustainable rally that is not backed by any fundamentals.
Healthy parabolic stocks like $LITE, $BE, $AXTI, $SNDK either pop and grind up following eac…↗
May 24
TheValueist — $NVDA $MU $SNDK $LITE Excellent insight into how the top of $GS thinks about current markets AND GAI impacts both internally and externally. Waldron comments make me even more bull…↗
May 24
Michael | Hypermarkets — Top 12 winners for 2026 with catalyst
1. $AXTI +761%
Catalyst: $632M equity raise to double indium phosphide capacity. Pure-play AI optical infrastructure InP substrates are the…↗
May 24
InvestmentGuru — THE THEMATIC WATCHLIST — 2025 EDITION
Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇
AI
→ $GOOGL $PLTR $NVDA $…↗
May 24
TheValueist — $NVDA $MU $SNDK $LITE If you listened to the last $AEHR conference call, you’d know HBF is much closer to commercialization than the market comprehends.
https://t.co/EfbH8OiGSk
E…↗
May 24
Serenity — Photonics is nuanced and using ChatGPT/Gemini makes you miss all of it:
1. $SIVE is actually a chokepoint and partially a bottleneck.
The reason it's a chokepoint is leading CP…↗
May 23
TheValueist — $NVDA $MU $SNDK $LITE Interesting product from $DOCN . The cloud providers are offering value added services to strengthen their competitive position.↗
Michael | Hypermarkets — 4 years ago, $NVDA was at $20 when everyone said its too high now, we missed it.
It's up 1000% now at $200+and probably another 100% from here.
This is exact same for:
• $MU
•…↗
May 23
Serenity — I don't post dollar amounts because they don't matter.
What matters is return %. Speaking of that...
YTD: 3840.39%.
I'm probably the only one in the world. Who called out mul…↗
May 23
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +761%
2. $SNDK +523%
3. $AAOI +421%
4. $AEHR +371%
5. $NVTS +310%
6. $BE +248%
7. $DOCN +229%
8. $INTC +225%
9. $WDC +181%
10. $ARM…↗
May 23
The Future Investors — The Future Investors presents the 30 quality stocks with the highest free cash flow margins — excluding stock-based compensation 📈🤑
1. $APP | AppLovin - 68.3%
2. $MA | Mastercar…↗
rubicon59 — As agentic AI shifts the bottleneck toward persistent storage and long-term context retention, NAND and high-capacity flash storage have yet to experience the full wave of AI-drive…↗
May 22
AlmaCap — Loads of my picks having record days. Diversify across a basket and you'd have banked 5+ years of S&P 500 gains in a few weeks: $WOLF, $IQE, $LPK, $SOI, $ASTS, $FLY, $SIVE
We're a…↗
May 22
AlmaCap — Most investors still aren't pricing what this IPO wave does to semiconductor demand:
> $SPCX: S-1 filed, c.$1.75T, raising ~$75bn
> OpenAI: c.$900bn, ~$30bn round
> Anthropic: c.$…↗
May 22
Jason's Chips — This is unfortunately not possible and the memory shortage is going to keep going on.
SRAM made on logic nodes is 6T1C so each capacitor or bit needs 6 transistors to store while…↗
May 22
Dustin — I may have just found the next 10x stock like $SNDK / $MU and no one has talked about it yet.
Just like I found:
$ONDS at $1
$NBIS at $20
$RKLB at $16
$IREN at $2.80
$KEEL at $1.2…↗
May 22
TheValueist — $NVDA $MU $SNDK $LITE Good interview by @JaredKubin of @franklinkeller . I haven’t heard of Frank or his fund prior to this piece. Interestingly, and perhaps good for him and perha…↗
May 22
InvestmentGuru — 10 Most Exciting Stocks
1. $SNDK (SanDisk)
The top-performing stock on Morningstar’s coverage list in 2026 — up a staggering ~464% YTD as flash memory demand for AI data centers…↗
May 22
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE SUMMARY
The podcast is a 29:36 Dwarkesh Patel conversation recorded at a Jane Street Texas data center with Ron Minsky, who co-leads Jane Street’s…↗
May 21
TheValueist — $NVDA $MU $SNDK $LITE $GOOGL Straight from the horse’s mouth. Bullish GOOGL and the GAI infrastructure trade. Yet, they still have much more to figure it out for broader enterprise…↗
May 21
Mike Investing — Leopold Aschenbrenner is literally telling you what stocks to buy before they squeeze.
He turned $225M into $5.5B in just 12 months.
In 2025 he called out:
$SNDK at $42 & is now…↗
May 21
Midas — I found the next hidden Al bottle neck stock like $SNDK at $40 and no one knows about it.
Just like I called $NBIS at $20, $ONDS at $1, $RGTI at $3, and many others.
It's under…↗
May 21
Midas — THIS IS INSANE
I may have just found the next 10x stock like $SNDK / $MU and no one has talked about it yet.
Just like I found:
- $ONDS at $1
- $NBIS at $20
- $RKLB at $16
I’…↗
May 21
Daave “3 and 30” Tepper — Hey guy, we already know the tickers
influencers publishing paid ai slop while getting conflicted with perks from hardware manufacturers and sellers
follow the anons instead and…↗
May 21
TheValueist — $NVDA $MU $SNDK $LITE Set aside all the FUD and misinformation for a moment. Think to yourself: what must overall GAI demand be if NVDA can go from $0 to $20 billion in revenue in…↗
May 21
Wayne Liang — Only the unexperienced would sell the news on $NVDA earnings... we've seen how it always plays out.
Not to mention, we saw the exact scenario with $SNDK and $AMD very recently. Sh…↗
May 21
TheValueist — $INTC $NVDA $MU $SNDK *INTEL INTRODUCES SUPERCLAW HYBRID AGENTIC AI SOLUTION
https://t.co/pcgkXcj9LN
Introducing SuperClaw - a Hybrid Agentic AI Solution Designed for AI PCs, Agen…↗
May 21
Midas — AMD $AMD
Solaris $SEI
Intel $INTC
Core Scientific $CORZ
Bitdeer $BTDR
Micron $MU
Sandisk $SNDK
Babcock and Wilcox $BW
Cleanspark $CLSK
T1 Energy $TE
Bloom Energy $BE
ASML $ASML
Cor…↗
May 21
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE CONCLUSION
Exhibit 3 shows a step-function increase in rack-level dollar content from GB300 NVL72 to VR200 NVL72, with the estimated rack bill risi…↗
May 21
Midas — $20.2M of $AMD
$62.5M of Solaris $SEI
$8.9M of Intel $INTC
$389.1M of Core Scientific $CORZ
$29.8M of Bitdeer $BTDR
$5.9M of Micron $MU
$724.4M of Sandisk $SNDK
$19.9M of Babcock a…↗
May 20
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE OVERVIEW
The analyzed source is the Invest Like the Best / Colossus conversation officially listed as Episode 473, “Gavin Baker - Watts and Wafers,…↗
May 20
TheValueist — $NVDA $MU $SNDK $LITE Given how well the xurl/X API works, I'm thinking about plugging in my Analyst Agent into my sub channel and letting people pepper it with questions 24/7. I…↗
May 20
TheValueist — $NVDA $MU $SNDK $LITE A follow on to this: switching to HTML output for my @openclaw Analyst Agent is a massive productivity improvement.
The process begins with a single request…↗
May 20
Daave “3 and 30” Tepper — not a bottleneck bro- well I was on $mu $sndk $stx and $wdc - just earlier than most to the high quality pumpers.
$acmr IS a “bottleneck” in so far as China WFE onshoring - but th…↗
TheValueist — $NVDA $MU $SNDK $LITE $META VERY SMART. Always invest behind the psychopath. You will probably do alright. Bridgewater should be the best in the world at this data gathering and mo…↗
May 20
TheValueist — $NVDA $MU $SNDK $LITE This is a remarkable unlock, and I let you all in on the secret. @openclaw can automatically extract videos, then analyze the individual frames and transcribe…↗
May 19
TheValueist — $NVDA $MU $SNDK $LITE This is interesting. It's like disposable agents or temporary agents in a sandbox. Seems like a different perspective from @openclaw or @NousResearch↗
May 19
Raging Capital Ventures — Run, don't walk, to listen to this interview if you're investing in memory $MU $SNDK
NVDA's Ross argues that if memory prices stay high, engineers will devote a large portion of t…↗
May 19
Dylan Patel — Breaking: Andrej Karpathy just filed his Q1 2026 13F.
Here's everything you need to know about his recent 13F Top 10 positions:
1. VanEck Semiconductor ETF - $SMH - [Put] — $2.04…↗
May 19
CK Capital — I take that back.
It definitely happened. $MU $SNDK↗
May 19
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE OVERIVEW
Long-dated, 2-year out-of-the-money call options and private equity-style buyout investments both express a high-conviction, asymmetric un…↗
May 19
CK Capital — Yea just act like this post never happened. $MU $SNDK https://t.co/DGdAeYjzXx↗
May 19
Shay Boloor — $NVDA earnings tomorrow are an ecosystem event and basically a read-through on the entire physical AI supply chain:
• Cooling: $VRT
• Foundry: $TSM
• Optical: $COHR, $FN
• Power:…↗
May 19
TheValueist — $NVDA $MU $SNDK $LITE Read this and watch @GavinSBaker ‘s Sohn interview. Outstanding and inside baseball read on what is transpiring in the GAI infrastructure trade. I agree with…↗
May 19
CK Capital — Is memory back?
$MU $SNDK https://t.co/SWwgDaaNvy↗
May 19
TheValueist — $NVDA $AMD $MU $SNDK $LITE NVDA Vera CPU is here. I have a feeling they will do a very good job at blowing this out through their established sales channels and attaching it to lar…↗
May 19
TheValueist — $NVDA $MU $SNDK $LITE I still don't believe people and the market comprehend how many trillions of dollars will be spent on new build GAI infrastructure globally over the coming de…↗
May 19
TheValueist — $NVDA $MU $SNDK $LITE Outstanding interview of Johnathan Ross. Watch if you want to know how GAI will evolve in the years to come.
The Inference Revolution: Groq, Nvidia and the F…↗
May 19
TheValueist — $NVDA $MU $SNDK $LITE Whether you want to believe it or not, we are still in the bottom of the 1st inning of the GAI infrastructure buildout in the US and globally.↗
May 19
Midas — Leopold Aschenbrenner gave us the next $SNDK with $TE and $HIVE.↗
May 19
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Markets whipsawed throughout the day as Iran headlines shifted. Premarket stocks turned sharply green…↗
May 18
CK Capital — Stocks I think are deeply undervalued right now and will re rate.
My conviction list.
$PENG — $48. NASA. US Air Force. US Navy. $NVDA and $AMD partner. Photonic memory optionali…↗
May 18
TheValueist — $NVDA $MU $SNDK $LITE Straight from a man that runs a multibillion dollar equity l/s HF. 13fs also don’t necessarily reflect the economic impact of derivatives accurately, as well.…↗
May 18
AlmaCap — Honestly the strike is noise vs what's actually moving the market, and it's a one-off event anyway. I'd price in Samsung workers getting a Hynix-equivalent deal eventually and move…↗
CK Capital — Rough week for memory.
Time to add? $MU $SNDK https://t.co/VcYBIygLck↗
May 18
Jason's Chips — Leopold Update.
Now that I thought about it more, I actually think that this 13F may be a bit misleading. Puts reflect the market value of the shares controlled and not the market…↗
May 18
Michael | Hypermarkets — 🔵 BOUGHT MORE (doubling down on physical AI infrastructure)
$SNDK NAND storage is the new bottleneck
$CRWV GPU cloud, 8GW target by 2030
$APLD HPC data centers, $7.5B lease sig…↗
May 18
Daniel Koss — Leopold Aschenbrenner's 13F finally dropped and X is already full of the DUMBEST interpretations possible!
Please read this.
1. The 13F shows what the fund held as of quarter-end…↗
May 18
InvestmentGuru — Former OpenAI researcher Leopold Aschenbrenner’s AGI fund is making one massive bet:
The AI bottleneck isn’t software anymore.
It’s Power + Compute + Infrastructure.
Top holdings…↗
May 18
TheValueist — $285A $SNDK $MU $000660 $005930 KEY READ-THROUGHS FROM KIOXIA FY2025 FINANCIAL RESULTS AND FY2026 Q1 GUIDANCE
Kioxia’s FY2025 results and FY2026 Q1 guidance provide one of the cle…↗
May 18
TheValueist — $285A $SNDK $MU $000660 $005930 EXECUTIVE ASSESSMENT
Kioxia’s FY2025 Q4 earnings release was an exceptionally positive fundamental event, driven less by volume recovery and more b…↗
May 18
TheValueist — $NVDA $MU $SNDK $LITE India GAI market is on fire. Question is how best to capitalize on its growth?
(Economic Times) -- Nvidia is in advanced talks to lead a $20 million funding…↗
May 18
TheValueist — $285A $SNDK $MU $000660 $005930 (Bloomberg) -- Kioxia shares were untraded and were set to rise to its daily upper limit, or ~16%, after the Japanese memory chips maker’s 1Q operat…↗
May 17
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE OVERVIEW
The DayOne potential IPO report describes a potentially material capital-markets event for Asian digital infrastructure, but it remains an…↗
May 17
TheValueist — $NVDA $MU $SNDK $LITE What starts on Wall Street, filters down to Fortune 500, and eventually to Main Street. That is always the way. Think BlackBerry c. 2001.
The question is: wh…↗
May 17
Wayne Liang — $NVDA drops earnings on May 20th after close, and as usual, it's carrying the entire market on its back...
$SNDK reports reaffirmed the memory layer of the supercycle. $AMD valida…↗
May 17
Shay Boloor — What $10K became in three years:
• $AAOI ~$1,105,000
• $SNDK ~$386,610
• $QBTS ~$362,050
• $RGTI ~$335,400
• $RKLB ~$275,600
• $VRT ~$237,600
• $LITE ~$209,310
• $BE ~$201,060
• $…↗
May 17
Shay Boloor — President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilted toward semis, AI infrastructure & power:
• $PENG: +158%
• $INTC: +151%
• $SNDK: +131%
• $…↗
May 17
TheValueist — $NVDA $MU $SNDK $LITE I love that @WeAreHRT and @JaneStreetGroup are now publishing competing videos to show off who has the better GAI data center. All great things for the GAI i…↗
May 17
The Assembly — Billionaire David Tepper just made a new $179 million bet.
Appaloosa Management's latest 13F filing is out.
And there's a big new position in Sandisk, $SNDK.
Tepper bought in fo…↗
Serenity — I'm not sure why people look at 13F filings so deeply when all the hedge funds are super behind on names like $JBL, $LITE and others.
The most returns come from frontrunning insti…↗
May 16
TheValueist — $NVDA $MU $SNDK $LITE Don’t forget about the power and future development of autoresearch.↗
May 16
TheValueist — $NVDA $MU $SNDK $LITE Interesting. It seems like this will further drive LLM commoditization by bringing additional scale to @UnslothAI . All good things for the GAI infrastructure…↗
May 16
JC Investing — Let’s settle the debate $MU or $SNDK ? 👇🏻 https://t.co/Dic7xqeSzA↗
May 16
TheValueist — $NVDA $MU $SNDK $LITE If the GAI infrastructure ecosystem gaps down on this NIMBY data center new build FUD, I’m increasing my long exposure.↗
May 16
TheValueist — $NVDA $MU $SNDK $LITE I’ve seen multiple people share that there is a coordinated effort by the CCP to clandestinely build NIMBY campaigns against new build data center projects. V…↗
May 16
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +657%
2. $SNDK +493%
3. $AAOI +446%
4. $AEHR +393%
5. $DOCN +222%
6. $BE +218%
7. $NVTS +199%
8. $INTC +195%
9. $VIAV +189%
10. $WD…↗
May 16
Black Panther Capital — 4/6. What I think he trimmed:
$BE — up 191% YTD. He’s disciplined about not holding consensus positions. partial trim is probable.
$SNDK — up 816% 1Y. Some profit-taking after th…↗
May 16
Black Panther Capital — 1/6. The playbook in one sentence:
Find the physical constraint that capital cannot route around. buy the company that controls it. ignore everything else.
Here’s what most peopl…↗
May 16
Michael | Hypermarkets — 20 stocks I'll add in this May/June 2026 $SPY crash.
Remember, market always bounces back to all time highs.
1. $NVDA $225
Buy: $180–190 Prior breakout and massive institutional…↗
May 16
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE SUMMARY
The transcript is best interpreted as direct evidence that frontier AI infrastructure has moved from a hyperscaler and model-lab phenomenon…↗
May 16
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE ASSESSMENT
OCaml is a mature, high-level, compiled, statically typed functional programming language from the ML family. Its strategic value is not…↗
May 16
Midas — IVE BUILT AN APP TO FIND STOCKS LIKE $SNDK at $30, $SIVE at $1, and $MU at $90.
With this strategy I already found:
$NBIS at $20
$ONDS at $1
$RKLB at $16
This app will help every…↗
May 16
Midas — I found the next hidden 10x Al bottleneck stock like $SNDK $30 and no one is talking about it.
Just like I called $NBIS at $20, $ONDS at $1, $OKLO at $6, $ASTS at $20, and many o…↗
May 15
KawzInvests 🦑 — Leopold’s Q1 13F missed today’s 5:30 PM ET deadline. No filling as of now.
EDGAR froze at 5:31 PM. Anything filed between 5:30 and 10:00 PM tonight won’t appear publicly until Mon…↗
May 15
Serenity — Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund.
That being said, I've hit 23 different longs this year with 100…↗
May 15
Shay Boloor — Stanley Druckenmiller fully exited his $GOOGL position last quarter and initiated new positions in:
• $AVGO ~$61M
• $SNDK ~$24M
• $INTC ~$18M
• $ARM ~$16M
• $NET ~$11M
• $MU ~$8M…↗
May 15
Shay Boloor — David Tepper initiated a $179M position in $SNDK last quarter.
He’s one of the most successful macro-driven hedge fund managers alive and made billions buying distressed credit du…↗
May 15
amit — @KorshikovDm1try Also wonder if Drucks sold it by now given the run over the past 45 days
He is the type to take profits but if he really believes and is still in…then he may be t…↗
May 15
amit — STANLEY DRUCKENMILLER SELLS $GOOGL AND BUYS $SNDK SANDISK IN RECENT 13F FILING
Well, looks like even some of the big guys are ditching their Mag 7s for the AI infrastructure plays…↗
May 15
TheValueist — $NVDA $MU $SNDK $LITE Damn, NVDA is getting on the Hermes Agent @NousResearch bandwagon as well. Looks like a neck-and-neck battle with @openclaw now. I have them both installed an…↗
May 15
KawzInvests 🦑 — Leopold Aschenbrenner's Q1 13F drops today.
His last disclosed holdings vs. current prices:
$BE avg cost $96 → $290 (+202%)
$LITE avg cost $232 → $1,002 (+331%)
$SNDK avg cost $…↗
May 15
Midas — IVE BUILT AN APP TO FIND THE NEXT $SNDK and $MU.
With the app I already found:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
You will be able to find 10x stocks in seconds wit…↗
May 15
Midas — I’ve built the app to find the next $SNDK and $MU.
This app is going to revolutionize investing + trading forever.
I’m working with ex-Meta engineers on it.
LETS PRINT TOGETHE…↗
May 15
Midas — I’ve built an app to find 10x stocks early like $MU, $NVDA, and $SNDK.
The strategy that I used to find $NBIS at $20, $ONDS at $1, $RKLB at $16.
This app will also find AI bott…↗
May 15
Midas — IVE BUILT AN APP TO FIND THE NEXT $SNDK and $MU.
This software already helped me find $NBIS at $20, $ONDS at $1, $RKLB at $16.
When it releases i’ll drop the link here.
Fol…↗
May 15
Midas — I found the next 10x stock like $SNDK, $MU, and $SIVE.
Just like I called:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
I still believe a market CRASH is coming so i’m waiting to…↗
May 15
Midas — i called $NBIS at $20 and i’m posting my next banger here.
It’s going to be bigger than $SNDK, $MU, $SIVE, etc.
A truly asymmetric play.
Many will regret not finding me sooner…↗
May 15
Mike Investing — If you missed $INTC at $32.
Missed $SNDK at $183.
Or even Missed $RKLB at $37.
Then buy these 4 stocks, & thank me later:
1. Nebius ~ $NBIS
2. Iren ~ $IREN
3. CoreWeave ~ $…↗
May 14
Mike Investing — I’ve said this before, & I’ll say it again one last time…
If you’re looking for the next $SNDK then look no further than $NBIS.
Nebius has grown its revenues +684% YoY, built $50…↗
May 14
Wayne Liang — Quick recap on some of our recent setups, in different layers of the same supercycle.
Nailed the $SNDK rally, alongside $MRAM as a proxy which ran from ~$13 to ~$51 at peak. Naile…↗
May 14
Black Panther Capital — 🚨THE BEARS HAVE BEEN WRONG ABOUT THE SAME THING FOR THREE YEARS.
And they’re about to be wrong again.
Morgan Stanley just raised their S&P 500 target to 8,300.
Year-end 2026 ta…↗
May 14
TheValueist — $NVDA $MU $SNDK $LITE ANALYSIS OF INVEST LIKE THE BEST: “INSIDE ANTHROPIC’S $100 BILLION AI COMPUTE COMMITMENT | CFO KRISHNA RAO”
SOURCE MATERIAL AND PARTICIPANTS
The source mate…↗
May 14
TheValueist — $NVDA $MU $SNDK $LITE This is unbelievable. What are the costs and resources needed to file over 300 bills in local jurisdictions? You know what's probably even crazier? They used…↗
TheValueist — $NVDA $MU $SNDK $LITE $AMD $INTC Wild coincidence (maybe not wild)! I set up my first sandbox on @e2b last night with/for my @openclaw . We are deep programming now, baby! Sandboxe…↗
May 14
TheValueist — $NVDA $MU $SNDK $LITE I did not really understand what “headless” meant until I got my @openclaw setup running in January.
This is going to be one of the most important architectu…↗
May 14
TheValueist — Good video from $MS . As I've said countless times on this app: Intelligence is a Mountain Without a Top. Intelligence is the only product in human history where if the marginal co…↗
May 13
TheValueist — $NVDA $MU $SNDK $LITE Let's let this sink in... Right now, I can't imagine living without at least five bots I can chat with and talk to using voice. In 10 years, I believe I won't…↗
May 13
Serenity — What an insane day for photonics.
$SIVE up 31.3%
$TSEM up 23.1%
$AAOI 20.01%.
It feels like a lot… but this just means you’re early to the next supercycle and there’s a lot of ro…↗
May 13
TheValueist — $NVDA $MU $SNDK $LITE Very interesting launch and a perfect use of GAI-driven coding and workflows. The US air traffic control system is extremely antiquated, with much of the tele…↗
May 13
TheValueist — $NVDA $MU $SNDK $LITE Outstanding interview on BBG TV right now with TPG partner David Trujillo on the launch of DeployCo with OpenAI. Very believable. Mega-cap PE will be the tip…↗
May 13
InvestmentGuru — 15 of my favorite AI infrastructure plays in this market right now:
$MU
$AMD
$INTC
$SNDK
$AAOI
$MRAM
$PENG
$MXL
$CRDO
$MRVL
$GLW
$NOK
$CEVA
$GFS
From…↗
May 13
AlmaCap — If Samsung’s workforce goes on strike then what do you think happens to memory supply? And memory prices?
Ps. Demand isn’t going on strike
Pps. I like SK Hynix, $MU, $SNDK
Ppps…↗
May 13
Evergreen Capital — This time is indeed different for memory, because the demand drivers have created a seemingly open-ended and self-reinforcing cycle:
1. Bigger models require significantly more me…↗
May 12
Mike Investing — The $NVDA CEO, Jensen Huang has been literally telling you to buy these 2 sectors before they boom:
Data Centers - $IREN, $NBIS, $CRWV
Software - $NOW, $ADBE, $DDOG
If you misse…↗
May 12
The Future Investors — Our next Unpacked: 𝗦𝗮𝗻𝗗𝗶𝘀𝗸 $SNDK 💾
A stock up +3,300% in 1 year 📈
But how strong are the fundamentals really? 🔍
Full deep dive + final score ⭐
Coming end of this month!…↗
May 12
mon — Stocks don’t move in straight lines and the market is proving that today.
Memory Stocks:
$SNDK -9.54%, $MU -8.21%, $DRAM -10.60%
AI Data Centers:
$NBIS & $WULF -4%, $CIFR -3…↗
May 12
TheValueist — I wish I were as smart as @ScottWu46 , but I am not. That is why I will have 5 or more GAI Agents attached to me for the rest of my life. Got to backfill where I can.
$NVDA $MU $S…↗
May 12
InvestmentGuru — The 2026 Memory Market May Extend the Supercycle
AI training, inference, and data center buildout are keeping memory demand structurally elevated — and the full stack is worth watc…↗
May 12
InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board
Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA.
Here’s…↗
May 11
Serenity — @EVOLBullStocks I actually like NCI a lot and hope Japanese chemical players get more attention.
It's just a very boring type of industry (but great compounders) and investors se…↗
May 11
Serenity — For Towa (6315):
Earnings are very nuanced. I got the current ER "Beat" wrong in my original thesis (short term), my bad.
But it's an amazing structural long and setup for H2 202…↗
May 11
The Future Investors — Memory stocks are a great example of why price alone tells only part of the story 💾 📈
• Price: +264%
• NTM EPS: +386%
• P/E multiple: -21%
Despite massive rallies, many memory…↗
May 11
TheValueist — $NVDA $MU $SNDK $LITE HTML output for long-form @openclaw responses is a game-changer. Below in the comments is the CSS template I am currently using; instruct your agent to use it…↗
May 11
Black Panther Capital — Wall Street haven’t figured $PENG role out yet.. when they do, it will explode.
Here’s everything you need to know and why $NVDA $AAOI $MU $SNDK will need to rely on them, at one…↗
May 11
TheValueist — $NVDA $MU $SNDK $LITE I took @JaredKubin 's analysis screenshot and the $CRBS S-1 as the starting point, and asked GPT 5.5 Pro Extended Thinking to build a detailed IPO analysis, i…↗
May 11
Black Panther Capital — I took a position in $PENG today.
Here is why and my PT:
> 2026: $93 base / $124 bull
> 2027: $160 base / $210 bull
From $44 today. That is a 5x if the re-rate completes.
The m…↗
May 11
TheValueist — $NVDA $MU $SNDK $LITE Weren't FDEs simply called consultants 3 years ago? All good things for the GAI infrastructure trade and for OAI employees to get paid.↗
May 11
TheValueist — $LITE $NVDA $MU $SNDK All of the GAI TMT Four Horsemen are now in $QQQ
(Bloomberg) -- Lumentum shares rise as much as 5.1% in premarket trading on Monday after Nasdaq announced th…↗
AlmaCap — SK Hynix up 15.50% today and America just waking up! $MU $SNDK
Is this not what you came for anon? https://t.co/t3MjTfdk1t↗
May 11
Jason's Chips — Sometimes when you look back, you realize that stupid mispricings are actually stupid. Why weren't people screaming about SK hynix when it traded cheap enough to earn back its enti…↗
May 11
InvestmentGuru — AI IS THE MEGA-DRIVER
→ 1 ChatGPT query ≈ 10× the electricity of a Google search
→ Hyperscalers have announced nuclear PPAs exceeding 10GW since 2023
→ The wave thesis plays out in…↗
May 11
Wayne Liang — $ASTS reports tomorrow after close. This could add an insane amount of fuel to the momentum $RKLB catalyzed.
Pretty certain the market's already priced in another EPS miss... they…↗
May 11
TheValueist — $NVDA $MU $SNDK $LITE The real breakthrough here on the horizon is not that GAI can generate fundamental research. It is that fundamental research can be living and no longer needs…↗
May 11
Midas — I feel bad for anyone who is 80% or more invested in the stock market.
Few understand that the largest market CRASH is coming.
That is why i’m building an app to find these 10x…↗
CK Capital — $MU and $SNDK open up big green.
Cant wait for the $DRAM open tomorrow. https://t.co/1looFcDZwd↗
May 11
InvestmentGuru — Overnight Market Movers
Optical communications heating up:
$LITE +7% after joining the Nasdaq-100 effective May 18 — AI data center bandwidth trade remains strong.
Memory stocks…↗
May 11
TheValueist — The GAI TMT Four Horsemen Index ( $NVDA $MU $SNDK $LITE ) hit an all-time high on Friday's close, up 210.1% YTD. It is the best performing my custom equal-weight sector indexes. If…↗
May 10
mon — If you are not able to buy $DRAM, then just buy the top 5 individually.
They account for 85% of the ETF.
1. $MU Micron Technology – 27.33%
2. SK Hynix – 26.37%
3. Samsung Electro…↗
May 10
rubicon59 — Wouldn’t surprise if the gap keeps
widening after 2030. $MU $SNDK
“Morgan Stanley is essentially saying it is a structural gap that widens every year through 2030.”↗
TheValueist — Thank you! Read our write-up, friends! You will become a better investor. They have recently been enhanced with additional data sources and greater depth.
$NVDA $MU $SNDK $LITE↗
May 10
TheValueist — @WisprFlow, you should raise the maximum snippet size above 4k characters. This appears to be a simple adjustment. I have many LLM prompts that are significantly longer than 4k cha…↗
May 10
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $INTC ~2.8x
• $LRCX ~2.0x
• $KLAC…↗
May 10
CK Capital — People keep saying they missed the memory trade.
They have not even seen the beginning of it.
Here is the reality of what is actually happening.
AI training needs HBM. AI infere…↗
May 10
Michael | Hypermarkets — 1 year ago, SNDK was under $30, its up 5200% at $1560.
SNDK lost $2 billion every quarter, but GOOG AMZN needs their chips.
Right now, there's 7 companies under $30 exactly like…↗
May 10
InvestmentGuru — EVERY BUCK STOPS AT ENERGY — The Bottleneck Nobody Talks About Enough. The real constraint on AI isn’t chips. It isn’t bandwidth. It isn’t capital.
It’s electrons.
Here’s the full…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
May 10
mon — The next $SNDK is going to be one that no one is talking about right now. https://t.co/eHlB6cck6U↗
May 9
mon — $DRAM - This is an extremely concentrated ETF.
Normally I avoid ETFs, but this is genuinely great.
Top 5 positions account for 85.74%:
1. $MU Micron Technology - 27.33%
2. SK hyn…↗
May 9
Serenity — Just a TLDR of recent semi developments:
1. $TSM pushing hard CoPoS - VisEra/others might go brrr earlier than expected.
2. $AAPL goes with $INTC for semi production, which is a…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
The AI trade is no longer one ticker. It’s a full stack. Here’s every layer:
💾 MEMORY
$MU · $WDC · $STX · $SNDK · $AM…↗
May 9
TheValueist — https://t.co/HXVkBfsxiX
$GS with another high beta podcast. This one is actually good and worth listening to. My Analyst Agents can replicate 90% or more of everything this GS QIS…↗
May 9
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +612%
2. $SNDK +558%
3. $AEHR +382%
4. $AAOI +327%
5. $DOCN +241%
6. $INTC +238%
7. $BE +200%
8. $VIAV +187%
9. $WDC +179%
10. $MU…↗
May 9
TheValueist — $NVDA $MU $SNDK $LITE I transitioned my internal analyst-agent workflow from plain text (.txt/.md) outputs to native HTML generation. As soon as I read @trq212 's post, it became o…↗
May 9
Michael | Hypermarkets — NEXT WEEK,
24 year-old who turned $254M → $5.52B in 12 months is going to tell us what his NEW positions are:
Here's every stock Leopold Aschenbrenner owns right now:
1/ $BE Bl…↗
May 9
InvestmentGuru — $MU. $SNDK. $AMD.
All ran hard. None of them are done.
Here’s why -
$MU @ $746 | Forward PE: 7.5x
→ 100%+ EPS growth projected in FY2026
→ Only US-based advanced memory manufactu…↗
May 9
mon — $SNDK, $MU, $DRAM SK HYNIX
If you feel like you missed the memory stocks, don’t feel too bad. There’s always another runner. I’ve been saying this for a while now, I think DRAM is…↗
May 9
Serenity — I feel like all the $FISV, $PYPL, $NVO value/dividend investors went extinct this cycle?
Was very popular, even last year…
But if you pivoted to semis like $INTC or $SNDK, you wo…↗
May 9
TheValueist — I wouldn't even think about calling top until the 3x $DRAM is launched. Lol 😆
$MU $SNDK $EWY $000660 $005930↗
May 8
TheValueist — $MU $SNDK $EWY $000660 $005930 This is what I’m talking about. Hahaha 🤣↗
May 8
rubicon59 — This almost certainly means predictable LT volume, pricing and profits. #rerate $MU $SNDK↗
May 8
AlmaCap — My whole portfolio is ripping all at once - literally almost everything I have called over the last few months is up 50%-200%+ since signal and 15-20% today!
$SOI, $LPK, $IQE, SEO…↗
May 8
Wayne Liang — Investing in large cap long-term is so peaceful… $SNDK $AMD https://t.co/OBi9Ngspo9↗
May 8
Serenity — @EhrmantrautCap_ I was talking about $SNDK as a joke.
$IREN is a true meme stock.↗
Serenity — Nobody can convince me $SNDK isn’t a meme stock at this point.
But as I’ve said, bottlenecks with multi-year visibility like $HPS.A or $LITE tend to perform better. https://t.co/W…↗
May 8
Michael | Hypermarkets — 1 year ago, MU was at $65. It's up 1100% so far.
DRAM launched on 1 month ago and its up 85% already.
Here's every company inside $DRAM and why they'll print 1000%-2000% over th…↗
May 8
TheValueist — Whatever GAI compute-related product is developed over the next decade will 100% require SSDs and DRAM, and a significant portion will also require HBM. You can put money to work i…↗
May 8
Wayne Liang — The more I dive into Neocloud, the more bullish I get... coming from someone who was telling people to buy $IREN at ~$6 and $CIFR at ~$3.
Goldman Sachs estimates AI infrastructure…↗
May 8
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
May 7
Shay Boloor — @VanquishTrader I was going to call that impressive then remembered $SNDK basically gave shareholders that kind of return in the last year alone 😅↗
May 7
Evergreen Capital — Another reason to be structurally long memory: the ~90% discount of KV-cached tokens to standard tokens.
KV-cached tokens cost far less because they avoid reprocessing through th…↗
May 7
TheValueist — You can’t compete with this algo machine. You must have a high conviction, rock-solid, long term view.
$NVDA $MU $SNDK $LITE↗
May 7
CK Capital — Where is that guy tho begged everyone to sell $AAOI yesterday then took his post down after it blew up.
I got a question for him.
What’s the next $SNDK https://t.co/nFD5mMKLLx↗
May 7
The Assembly — Semi sector today:
$INTC -2.85%
$MU -4.06%
$SNDK -6.17%
$AMD -4.56%
$SOX -3.2%
So much for forward returns. https://t.co/ni9iR0ZtTn↗
TheValueist — $NVDA $MU $SNDK $LITE The marginal value of attending GAI conferences has declined sharply over the past 3 months.
The issue is not reduced interest in GAI. It is that LLMs and ag…↗
Wayne Liang — Neocloud sector pulling back today (so far)... nothing unexpected and completely reasonable.
The entire sector has had a massive run over the past two weeks. Good to let it breath…↗
May 7
amit — @iamasoothsayer cool, do you also know what the next $SNDK is↗
May 7
Mike Investing — We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK,…↗
May 6
Cobra — I’ve only seen this setup 1 time in 5 years 👀
I’m putting $1,000,000 in this SINGLE stock
Very similar to $SNDK that made millionaires
$10,000 → $100,000 in a single day
This…↗
May 6
Frenchie — Jusqu’où ça va grimper $SNDK ? https://t.co/evjEeiIUZM↗
May 6
InvestmentGuru — Capital rotation is getting louder in semis and AI infrastructure. Money is flowing into names like
$MU, $SNDK, $AMD, $ARM, $CRDO, $MRVL, $INTC, $AAOI, $ALAB, and $TSEM.
The mar…↗
May 6
AlmaCap — My account has grown very quickly.
Many thanks I appreciate you legends. We’re all learning together.
For the low effort “cyclical, commodity” replies. I did think about that.…↗
Serenity — Just for the visual learners about CPO:
This is what the CPO market growth looks like from GS + $LITE transcript confirmations.
There's certain names that are very high-beta cor…↗
May 6
TheValueist — $NVDA $MU $SNDK $LITE this is a brilliant observation. I don't know a thing about actual computer programming (my
@openclaw does however) but I can (still!) sure as hell make a da…↗
May 5
CK Capital — We are watching the most generational run ever with memory stocks.
This is absolutely insane. $MU $SNDK↗
May 5
Vulture trades 🦅 — I’ve only seen this setup 1 time in 6 years 👀
I’m putting $200k in this SINGLE stock
Very similar to $SNDK that made millionaires
$100 → $100,000 overnight
$300 → $300,000 in a…↗
May 5
AlmaCap — Thought I'd step back from bull posting on memory stocks, and have a look at the AI infrastructure stack at a birds-eye view - obviously loads of these aren't comparable.
What do…↗
May 5
TheValueist — $NVDA $MU $SNDK $LITE RESEARCH NOTE - Sub-Quadratic Sparse Attention and the Long-Context AI Cost Curve
https://t.co/kUVJ1o0Uu9
Bottom Line: Sub-quadratic sparse attention is an…↗
May 5
CK Capital — We have witnessed some of the most insane gains ever in the last year from these 2 sectors.
Photonics:
$AAOI up 1200%
$LITE up 1500%
$COHR up 380%
$AXTI up 7500%
Memory:
$MU up 7…↗
May 5
TheValueist — $NVDA $MU $SNDK $LITE Anything is possible. We’ve seen what happens when capital runs unchecked—China built entire cities with no occupants. That’s the historical warning.
Now her…↗
May 5
CK Capital — Will it ever stop???
$MU $SNDK https://t.co/MZ4CZ6LkL9↗
May 5
AlmaCap — $DOCN amazing earnings today....the $888m equity raise will be going directly into more semiconductors
Worth noting $DOCN positioned as "AI-Native Cloud for inference and agentic…↗
May 5
Shay Boloor — $SNDK UP MORE THAN 4,000% OVER THE PAST YEAR 🤯 https://t.co/zX0eQ7nwAT↗
May 5
Wayne Liang — Imagine selling $SNDK because of the extremely short-lived volatility after crushing earnings, just to watch it rally another 30%.
Anyways, for those who can see past a 5 minute c…↗
May 5
AlmaCap — Probably Kioxia (285A), very low P/E, NAND pricing exposure, and a credible HBF/XL-Flash roadmap.
Then $SNDK, NAND pricing + HBF optionality with SK Hynix as spec partner.
If I h…↗
May 5
Serenity — I’m just watching everything from $EWY to $SNDK go up enormous amounts…
Even $MU is up 12% today.
Uhhh… YTD is getting a little ridiculous. https://t.co/FJKQjq8YJk↗
May 5
SpotGamma — massive call premiums in. dominating the options complex today
$MU $SNDK $INTC
the chase extends↗
May 5
Evergreen Capital — Memory stocks still look cheap. As the sector reprices higher, a helpful reminder on the specific role memory plays within the new token economy: it is integral in unlocking longer…↗
May 5
TheValueist — This is important. GAI is now a public good.
$NVDA $MU $SNDK $LITE↗
May 5
AlmaCap — Honestly just buy memory stocks guys, you will probably make 2.00x+ your money by year end if not more - no need to gamble in small caps:
> Really low valuation multiples
> Major…↗
May 5
TheValueist — $SNDK all-time high again. In NAND We Trust :) https://t.co/fB4wEOz1aF↗
May 5
TheValueist — $NVDA $MU $SNDK $LITE Feels like these @harvey guys are already getting disintermediated. How come you need 500+ legal agents?? Setting up and testing Mike is on my to-do list. Whe…↗
May 5
Mike Investing — $NBIS will be the next stock to have a $SNDK like run…
With a 5 year $50B backlog, 547% YoY revenue growth, & $4B in cash you cannot be bullish enough on $NBIS.
Over these next f…↗
May 5
InvestmentGuru — Markets are seeing broad profit-taking as geopolitical tensions in the Middle East add pressure and uncertainty. Selling can accelerate fast when headlines hit, especially after a…↗
May 4
Cobra — I’ve only seen this setup 1 time in 6 years 👀
I’m putting $1,000,000 in this SINGLE stock
Very similar to $SNDK that made millionaires
•$300 → $300,000 in a single day
This is…↗
May 4
Mike Investing — The White House alongside Congress have quiet literally been telling you what sectors to buy:
Rare Earths ~ $USAR, $MP, $UUUU
Neo-cloud ~ $NBIS, $CRWV, $IREN
Memory ~ $MU, $SNDK…↗
May 4
TheValueist — The GAI Four Horsemen Index hit all-time high today, closing up 168.8% YTD. $MU $SNDK $LITE all hit all-time highs today. $NVDA continues to be dog this year; next print on 5/20/26…↗
May 4
CK Capital — For a long time the best way to get $SK Hynix and Samsung exposure was $EWY.
I rotated out to buy into what I believe is the more asymmetrical play.
$DRAM launched 5 weeks ago an…↗
May 4
AlmaCap — The IPO pipeline for 2026 is essentially a queue of semiconductor buyers:
> Anthropic: rumoured c.$50bn raise at c.$900bn pre-IPO, Oct '26 listing target
> SpaceX: confidentially…↗
May 4
TheValueist — $MU $SNDK $000660 $005930 $STX $WDC $NVDA DeepSeek DualPath and the Memory-Fabric Bottleneck in Agentic AI Inference
https://t.co/y5oP3Ed1tb
https://t.co/Tjhy6NXyuH
Bottom Line:…↗
May 4
InvestmentGuru — $SNDK and $MU
look unstoppable right now.
Momentum is strong, demand remains solid, and the trend is clearly in favor of the bulls. Semis continue to lead.↗
May 4
Daniel Koss — @TLEROY5 don't think $SNDK will 10x AGAIN 😂↗
May 4
Wayne Liang — $AMD is down ~5% so far. Typical pre-earnings volatility alongside an HSBC downgrade...
Wouldn't trust banking re-ratings. Classic playbook to get cheaper shares just to re-rate i…↗
May 4
TheValueist — $MU $SNDK $000660 $005930 $EWY Another essential watch on HBM/DRAM/NAND/HDD from @semidoped technical experts. I concur with their insights and the investment implications for the…↗
May 4
TheValueist — $SNDK didn't say anything out of bounds on the call in case you were wondering. It traded below $1000 post-print in the after-hours session. It is very challenging to deal with the…↗
May 4
Wayne Liang — Okay so $SNDK earnings played out exactly as expected, with liquidity flowing down the entire chain.
Now where should we put our money?
So we have $AMD earnings in 2 days... 99%…↗
May 4
Jason's Chips — @firstadopter Think what we're seeing is that NAND and $SNDK has re-rated a lot harder than the big three and the market remembered the big three do NAND too so SK Hynix being pull…↗
May 3
Mike Investing — The best way to get rich in 2026 is by simply owning the entire AI ecosystem…
Cloud Infrastructure ~ $GOOGL, $AMZN, $MSFT
NeoCloud ~ $CRWV, $NBIS, $CIFR, $IREN
Security ~ $CRWD…↗
May 3
CK Capital — I own 4 of these 5 stock.
$AAOI
$ASTS
$SNDK
$KRKNF
These positions won’t be touched for years.↗
May 3
Frenchie — Voici un panier d'une vingtaine d'actions que je regarde systématiquement en ce moment :
1. $AAOI - Optical infrastructure play. Si la demande en bande passante pour les data cent…↗
May 3
TheValueist — $NVDA $MU $SNDK $LITE The Economics of Frontier AI Inference and Hardware Bottlenecks
Frontier AI inference is constrained primarily by memory bandwidth and rack-scale integration…↗
May 3
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE OVERVIEW
The Reiner Pope interview should be read as a 1st-principles economic model of frontier AI systems rather than as a generic technical lect…↗
May 2
InvestmentGuru — The first Memory ETF just dropped — $DRAM
Top holdings:
→ Samsung Electronics — 25.02%
→ $MU Micron Technology — 24.13%
→ SK Hynix — 23.61%
→ Kioxia — 4.98%
→ $SNDK SanDisk — 4.81…↗
May 2
BULL OF BRITAIN — This is absolutely crazy for $SNDK
The LTA point was the most important part of the whole ER. Long term agreements with floor prices above current spot means the NAND suppliers (…↗
May 2
BULL OF BRITAIN — The big 3 most stable compounders in AI-Semiconductor infastructure.
$NBIS - Full-stack AI data centre infrastructure with ~$50B in contracted backlog from Microsoft and Meta, sc…↗
May 2
TheValueist — The $GS videos are so high beta. This one is marginal; watch if you have time to fill. This is a guy I would absolutely see replaced by a GAI bot. My one take away is that the larg…↗
May 2
AlmaCap — Korean small caps article, coming soon. 🇰🇷📈
PS. Memory ($MU, $SNDK, SK Hynix / $000660.KS, SK Square / $402340.KS) has been distracting me from this, so can't promise a timelin…↗
May 2
AlmaCap — Photo of me with receipts for evidence:
$MU, $SNDK, SK Hynix ($000660) / SK Square $(402340) https://t.co/UfseLySTti↗
May 2
AlmaCap — I called the memory narrative a week before fintwit caught on (and I have receipts). Similar process that worked for photonics....
Were you listening Anon?
> GPU:CPU ratios in ag…↗
May 2
Serenity — I had a decent month.
Everything from: $AAOI went up 100% to $SOI went up 153.9%.
$SNDK +70% or $INTC + 97.7% or $MRVL +54% or $ARM +41.5% were underperformers for me personally…↗
May 2
TheValueist — Thank you @SireBubblez ! I'm glad you are finding them more than simply helpful!
$NVDA $MU $SNDK $LITE↗
May 2
TheValueist — Further confirmation from the source on how GPT-5.5 was trained. It was on GB200 not G/B300. Not even maxing out Blackwell generation yet. It's worth noting they are using the $ARM…↗
May 2
Ray Wang — $SNDK FY3Q26 Earnings Call. https://t.co/QEhpe5o39Z↗
May 2
TheValueist — Let's burn some tokens!
$NVDA $MU $SNDK $LITE↗
TheValueist — That’s how you want to finish a post print day as long. In NAND We Trust!
$SNDK https://t.co/10jy0lHp5i↗
May 1
TheValueist — GAI ecosystem bullish.
$NVDA $MU $SNDK $LITE↗
May 1
Wayne Liang — $SNDK crushed their earnings. Typical "sell-the-news" volatility, and we're right back to flat.
Datacenter revenue up 233% YoY... demand is accelerating, as expected. The entire d…↗
TheValueist — For those new to my timeline... $SNDK working so far and I have a very good feeling $NVDA will catch up by 12/31/26...↗
May 1
TheValueist — This SNDK f'er flips green. It traded below $1000 post last night!
$NVDA $MU $SNDK $LITE https://t.co/PbyKaq13ZO↗
May 1
Daniel Koss — Quick thoughts on $SNDK earnings - not surprised to see profit taking here after an insane run!
But the stock still looks insanely cheap if you believe we're entering a memory sup…↗
May 1
CK Capital — The memory supercycle has years left in it and most people are already moving on to the next trade.
2026 NAND demand growing 20 to 22% against supply growth of just 15 to 17%. Eve…↗
May 1
TheValueist — This could be a very big use case for $MSFT built in customer based.
$NVDA $MU $SNDK $LITE↗
InvestmentGuru — $SNDK delivered solid earnings. The pullback looks more like short-term profit-taking than a change in the story. If the sector holds, this could turn into a bounce opportunity. Th…↗
— @iamsattam I said with memory companies like $SNDK or $MU, the repricing happens before the actual earnings. Not actual earnings.
You can estimate it with third party NAND/DRAM Tr…
Serenity — $SNDK earnings are just way too good...
Q3 earnings:
Revenue: $5.95B vs. ~$4.7B (252% Y/Y growth, 26% beat)
EPS: $23.41 vs. ~$14.5 (62% beat)
Gross Margin: ~78.4% vs. 67.3% (+1,11…↗
Apr 30
Daniel Koss — @accounting_ds Welcome! Honestly I'm not an expert on $SNDK so don't wanna give bad advice. All I can say is I'm very bullish on the HBM giants, especially SK Hynix.↗
Apr 30
TheValueist — $SNDK Data Center segment absolutely destroyed it. It is now 25% of total company revenue. People still don't realize how infinite the demand for SSDs will be over the next decade.…↗
TheValueist — $SNDK (Bloomberg) -- Sandisk reported revenue for the third quarter that beat the average analyst estimate.
THIRD QUARTER RESULTS
Revenue $5.95 billion, estimate $4.72 billion (Blo…↗
Apr 30
Vulture trades 🦅 — I couldn’t be more clear with my thoughts on $SWKS
I told you we were early, the next $SNDK
Are you listening?↗
Apr 30
TheValueist — When I posted this on 1/12/26, I thought $SNDK would settle in around ~$100bn EV from its then $57bn EV then. I have been long since Labor Day 2025. Now SNDK is at $162.5 EV, and I…↗
Apr 30
Wayne Liang — Reminder that $SNDK is projected to have 175%+ growth YoY... and they've beaten EPS estimates by ~70% in each of the last two quarters.
This is bullish for everything we've been l…↗
Apr 30
TheValueist — $KKR $BX launching/launched multiple standalone entities for both GAI infrastructure investments AND portfolio companies' GAI operations integration. Mega-cap PE often always the t…↗
Apr 30
TheValueist — Wow, this is actually a talking head event I might go to.
$NVDA $MU $SNDK $LITE↗
Apr 30
AlmaCap — $MU, $SNDK, Hynix (000660), SK Square (402340), memory's setup is the most mispriced trade in semis right now.
> Demand has structurally shifted and supply physically can't catch…↗
Apr 30
Vulture trades 🦅 — $SWKS we’re so early…
This can pull an $SNDK type move↗
Apr 30
Daave “3 and 30” Tepper — was balls long these names for the last 16 months
$stx $wdc $sndk $mu
faded hard now
the only thing that makes sense in AI with good symmetry/positive asymmetry is china WFE
ton…↗
Apr 30
Daniel Koss — Could SK Square be a 10x stock?
I believe SK Square (KRX: 402340) could be one of the craziest risk/reward opportunities in the market right now!
Please read the full post to und…↗
Apr 30
TheValueist — The true societal benifit of GAI is increased human longevity, which no one is discussing. What is the trade?
$NVDA $MU $SNDK $LITE↗
Apr 30
Wayne Liang — Memory is a pretty under-appreciated part of that chain right now...
$SNDK has earnings today, with large projected revenue growth (again, might catalyze a rally for the entire s…↗
Apr 30
TheValueist — I missed $SIMO , which has been on my radar and I have been monitoring it for a while. I've been complacent, still holding positions in $SNDK $MU 1/21/28 calls, and need to re-enga…↗
Apr 30
InvestmentGuru — Photonics & Semiconductors: The Quiet Kings of This Market
The rotation is happening in plain sight. While macro noise dominates headlines, photonics and semiconductor names are qu…↗
Apr 30
Daave “3 and 30” Tepper — “Don’t get emotional about stock”
- gecko
much as i appreciate the name, sold half seagate today
for me, there will be better entries on all the memory names
$sndk $stx $mu $dr…↗
Apr 29
Mike Investing — I’ve said this before, & I’ll say it again…
If you missed the squeeze on names like $MU, $SNDK, or even $AMD then keep a close eye on $CRWV.
Positioned with a prolonged base all…↗
Michael Sikand 🦑 — My "Memory Supercycle" ETF on @joinautopilot is up 40% in the last month now at $766K AUM.
It genuinely think it might outperform every strategy in 2026.
$DRAM is cool but I thin…↗
Apr 29
TheValueist — That’s why we make the videos!! I 99.999% guarantee you will learn something new value-add by watching, either on the company itself or the industry/competitive landscape.
$NVDA…↗
Apr 29
AlmaCap — Seeing brutal moves across space and defence names whilst AI semiconductor supply chain continues to pump - seems I was right about the expected rotation.
Space: $ASTS; $RKLB; $FL…↗
Apr 29
Wayne Liang — $SNDK continues to climb... will share some gems soon to ride off this momentum. Earnings dependent. Don't miss out. https://t.co/YX86Dycfia↗
Apr 29
InvestmentGuru — Overnight movers are setting the tone for tomorrow’s market.
Storage names are leading after strong earnings:
$STX +18%
$WDC +10%
$SNDK +5%
$MU +3%
Semis and tech also showing st…↗
Apr 28
TheValueist — GAI memory/storage loving this STX print post. Turning a 180 from the regular session.
$STX $WDC $SNDK $MU https://t.co/LPbqoUP8Ck↗
Apr 28
TheValueist — $GOOGL $NVDA $MU $SNDK $LITE I’ve shared about relative underdevelopment and thus opportunity for data center builds in India, China and the rest of Asia. India has implemented a n…↗
Apr 28
Michael | Hypermarkets — 20 stocks to LOAD when SPY crashes 10%-20% in May. These will be all on sale (wait for buy zones):
$ASTS — $75
Buy Zone: $50–60
Why: Prior breakout level + strong demand zone, ins…↗
Apr 28
AlmaCap — I am going long a lot of Korean stocks, hinted at a few ideas in my recent memory article and will be sharing more over the coming days.
Lots of free lunch to be had in Korea...…↗
Apr 28
Serenity — @JapanDeepValue1 Bro we’re in a memory supercycle, 19.95% YTD before this is considered flat!
$SNDK is up 300% YTD so I have high expectations for some names↗
Apr 28
TheValueist — . @garrytan GBrain has 10x’d (if that's even possible) my belief in the power of agentic GAI. The agents are significantly more productive, capable, and long-lasting when supported…↗
Apr 28
Vulture trades 🦅 — Tomorrow morning I’m loading up $200,000 in call options on a single ticker.
My biggest play since $GME $OPEN $TSLA $NVDA $AMD
Mark my words 99% of traders will miss this next $…↗
Apr 28
InvestmentGuru — Market traded mostly sideways today with limited movement, but leadership stayed strong in tech. Winners on the day: $NVDA $GOOG $MU $SNDK and $INTC. Semis saw some pullback after…↗
Apr 27
Wayne Liang — Absolutely insane $SNDK. Earnings in 3 days, which could easily catalyze a rally for the rest of the hardware/memory theme. Hmm... https://t.co/z9Z2C5fZsO↗
Apr 27
AlmaCap — Institutional risk capital is rotating out of defence/space (growth sectors) and into the AI semiconductor supply chain...
We have know the plays for months, institutions are foll…↗
Apr 27
TheValueist — $NVDA $MU $SNDK $LITE Outstanding insight. As frontier model performance converges and open-source capabilities continue compressing the gap with closed-source systems, the locus o…↗
Apr 26
TheValueist — We do! Fortunately, the models have become smart enough to manage this on their own.
$NVDA $MU $SNDK $LITE https://t.co/rq7fKsddGG↗
Apr 26
Mike Investing — If you missed the recent breakout on Photonics & Memory names like $AAOI, $MU & $SNDK…
Then don’t make this same mistake twice, as this next sector is setting up to squeeze.
Data…↗
Apr 26
TheValueist — One man’s slop, is another man’s signal.
$NVDA $MU $SNDK $LITE https://t.co/4SKL7Ky95c↗
Apr 26
TheValueist — Read our write-ups, friends. You will become a better investor.
$GOOGL $NVDA $MU $SNDK $LITE↗
Apr 26
TheValueist — Reflexivity - this insight from @Ksidiii is actually a genius observation. It makes me wonder how much of my analysis I run on LLMs is predisposed to be bullishly biased. TMT stock…↗
TheValueist — $NVDA $MU $SNDK $LITE $GOOGL You would be doing yourself a disservice if you invest in the GAI infrastructure ecosystem and don't watch this and their previous videos.↗
Apr 24
TheValueist — https://t.co/gjzGo8tnq1
$NVDA $MU $SNDK $LITE For new connections, a bit of context: to truly understand GAI infrastructure at a systems level, I spent a couple of months working…↗
Apr 24
TheValueist — The equal-weight GAI TMT 4 Horsemen Index hit an all-time high today and is up 131% YTD. Continues GAImaxxing with NVDA coming back to life.
$NVDA $MU $SNDK $LITE https://t.co/qV7…↗
Apr 24
TheValueist — $NVDA $MU $SNDK $LITE DeepSeek-V4: Efficiency Engineering and the New Open-Weight Frontier
The DeepSeek-V4 series introduces a new generation of large language models, featuring t…↗
Apr 24
Serenity — Who thought it was a good idea to give Tangerine Peel inspired companies the funds…
To short the fastest growing names in photonics and memory?
$SNDK and $AAOI have been on a hyp…↗
Apr 24
TheValueist — $NVDA $MU $SNDK $LITE RESEARCH NOTE - DeepSeek-V4 Preview: Open-Weight 1M-Context Economics Compress the Closed-Model Pricing Umbrella Without Closing the Premium Workflow Gap
htt…↗
Apr 24
InvestmentGuru — Why is every chip name ripping right now?
$AMD & $INTC → CPU price hikes incoming as agentic AI is creating a server processor shortage, Morgan Stanley flagging CPUs as the next b…↗
Apr 24
TheValueist — Get involved, people! I might not be able to post the stats that my friend @aleabitoreddit can (you should subscribe to his as well), but I’m giving it a try! A nominal $1/month (X…↗
Apr 23
Serenity — Not the best idea to feel FOMO about the new “bottleneck” in every news cycle.
It’s going from:
$NVDA GPUs -> $MU Memory -> $IREN Power -> $LITE EMLs -> $SNDK Memory -> GPUs -> $…↗
Apr 23
TheValueist — Thanks for your follow up and questions @ai_hyperbull ; I will respond.
Read our reports, friends! You will become a better investor!
$NVDA $MU $SNDK $LITE↗
Serenity — CPU "serious supply shortage"
It's still funny to see CPUs become more like memory day-by-day with the price hikes like $SNDK.
"Server CPUs have jumped between 10% and 20% since…↗
Apr 23
TheValueist — $000660 $MU $SNDK $EWY $005930 KEY READ-THROUGHS FROM SK HYNIX 1Q26 EARNINGS CALL
SK hynix’s 1Q26 earnings call was an unusually important cross-market signal because the company…↗
Apr 23
TheValueist — $000660 $MU $SNDK $EWY We’ll take it. SKH call ended a few moments ago. https://t.co/KFUPmESYdi↗
Apr 22
TheValueist — $000660 $MU $SNDK $EWY $005930 (Bloomberg) -- SK hynix Inc reported net for the first quarter that beat the average analyst estimate.
FIRST QUARTER RESULTS
Net 40.33 trillion won…↗
Apr 22
TheValueist — Is it a Thesis Break or a Tape Break? Must watch ridiculously good free information from @JaredKubin .
$NVDA $MU $SNDK $LITE↗
Apr 22
TheValueist — GAI memory/storage tracker updated. You know it’s a good day when MU SNDK both up over 8% and to all time highs. Still more to come.
$MU $SNDK $STX $WDC https://t.co/BMN9TlcioL↗
InvestmentGuru — Memory + Compute ripping today
$SNDK → Nasdaq-100 addition + NAND prices up 10–75% this quarter
$MU → Morgan Stanley Top Pick, ~21% upside PT
$AMD → Record highs, Stifel raises…↗
Apr 22
TheValueist — $EWY all time high and we still have a long way to go.
$MU $SNDK $000660 $005930 https://t.co/PU7NmP2bV4↗
Apr 22
TheValueist — . @garrytan has written a significant amount about how to implement and enhance @openclaw . Some of it is good, some of it is fluff. His G-Brain tool is outstanding, and I highly r…↗
Apr 22
TheValueist — My GS Factor Dashboard sorted by 1m. Nice mix of GAI infrastructure and junk at the top of the list. Barring any catastrophic exogenous event, I can only see this trend continuing.…↗
Apr 22
Serenity — @ThatIsIt11 These are chokepoints over multiple year supercycles not bottlenecks.
$AXTI, $SNDK fit the definition of a bottleneck.
But stuff like glass core or dfb lasers should…↗
Apr 21
TheValueist — Neat. Nano Banana now has competition.
$NVDA $MU $SNDK $LITE↗
Apr 21
TheValueist — $META $NVDA $MU $SNDK $LITE The white-collar worker GAI training flywheel.
*META TO INSTALL TRACKING SOFTWARE ON US EMPLOYEE COMPUTERS:RTRS
*META TO TRACK US EMPLOYEE WORKFLOW DA…↗
Apr 21
TheValueist — Insane if true without a gotcha footnote.
$NVDA $MU $SNDK $LITE↗
Apr 20
Mike Investing — I’ve said this before, & I’ll say it once more…
If you missed:
$RKLB at $30.
$NBIS at $60.
$SNDK at $200.
$AEHR at $30.
Then you CANNOT miss out on $ONDS here at $10.
On…↗
Apr 20
TheValueist — There's my boy :)
$NVDA $MU $SNDK $LITE↗
Apr 20
TheValueist — You had me at Thrust. 😂
$NVDA $MU $SNDK $LITE↗
Apr 20
TheValueist — Outsanding idea from @ClarkSquareCap . Tons of smart and talented people on X looking to connect. I take he/she used an LLM to build this site :) If true, a simple but real example…↗
Apr 20
TheValueist — $META is recognizing the tremendous shortage of tradesmen required to complete all of the GAI datacenter projects on the table. They/industry should do the same with electricians.…↗
Apr 20
TheValueist — Working to present a true perspective, bullish or bearish, of what is happening at the given company! @ALEXEIMARTOV is a former global top 50 poker player who has transitioned to i…↗
Apr 20
TheValueist — Read our reports, friends. It will make you a better investor. There is an abundance of content on X and elsewhere and I believe our write-ups are some of the highest signal inform…↗
Apr 20
TheValueist — Now we have a 3-way battle for white-collar domination.
$NVDA $MU $SNDK $LITE↗
Apr 18
TheValueist — Solid smart follow on work. @WayneWhaley1136 reran the “3 Consecutive Weeks” analysis now looking at any 15 consecutive trading days, rather than only 3 calendar weeks. Results we…↗
Apr 18
TheValueist — $NVDA $MU $SNDK $LITE RESEARCH NOTE - Cross-Datacenter Inference Becomes Plausible: KV-Efficient Architectures Shift the AI Infrastructure Mix
https://t.co/YoB5Jx7h7c
https://t.c…↗
Apr 17
TheValueist — It looks like the Hormuz tanker traffic rate of change is the 2026 version of the 2025 Zweig Breadth Thrust.
$NVDA $MU $SNDK $LITE↗
Apr 17
TheValueist — You can discard these stats that @RyanDetrick put out as witch’s magic, but I have been following him since the 2025 Tariff Tantrum and they are usually spot on. Are they always co…↗
Apr 17
TheValueist — I'm honored to be a contra short indicator :) Take a look at what Martin is building with ALPHAPORT and see if it fits your investment process.
https://t.co/PaQCQkbeRK
$NVDA $MU…↗
Apr 17
BULL OF BRITAIN — @ShowerCapAM @mineralstocks Didn't stop $AXTI and $SNDK↗
Apr 17
Mike Investing — These things are next to happen:
Space Sector names like $ASTS, $RKLB, $PL & $FLY squeeze into the $2T SpaceX IPO.
$GOOGL & $TSLA lead the MAG7 for the next 4 months.
$HIMS will…↗
Apr 17
TheValueist — These are the @RyanDetrick bangers I’ve been longing for :)
$NVDA $MU $SNDK $LITE↗
Apr 16
TheValueist — These @claudeai guys seem to be strugglemaxxing hard with compute resources. Their new Opus 4.7 model only offers an Adaptive Thinking setting, with no Extended Thinking option ava…↗
Apr 16
TheValueist — The GAI TMT 4 Horsemen Index has been GAImaxxing hard. Now up 121.1% YTD and top of the leaderboard.
$NVDA $MU $SNDK $LITE https://t.co/XBokdBBpNv↗
Apr 16
TheValueist — I smell GPUs.
$NVDA $MU $SNDK $LITE↗
Apr 15
TheValueist — $NVDA $MU $SNDK $LITE - I listened to this Jensen interview in its entirety. The thing it did unquestionably was make me even more hyperbullish (if that is possible) on HBM/DRAM an…↗
TheValueist — I can't emphasize this enough: the autoresearch loop utilizing an LLM process is groundbreaking. This approach is only feasible thanks to the current capabilities of agentic LLMs.…↗
Apr 15
TheValueist — $TEM trading well over the past few days. It is a very interesting business. I love the intersection of GAI and healthcare/pharma; it will create significant real benefits for soci…↗
Apr 15
InvestmentGuru — The AI supply chain is still the hottest sector in the market
From optics to semis to testing — capital is flowing across the entire stack-
$AAOI $AXTI $OPTX $SNDK
$LWLG $AE…↗
Apr 14
TheValueist — This is not a political statement: I believe the market is realizing that Trump is realizing that if he doesn’t make money and help others make money — whether through the stock ma…↗
Apr 14
Black Panther Capital — my dad watched $IREN, $CIFR, and $SNDK moon from the sidelines.
painful reminder: you miss 100% of the shots you don’t take. don't let the next one pass by.
-bp
note this is not…↗
Apr 14
BULL OF BRITAIN — What I'm looking for in the upcoming earnings season of AI/Photonics/Space/Cloud servicing
$ASML - Apr 15: Do orders confirm the AI capex cycle is accelerating or decelerating
$T…↗
Apr 14
mon — Hardware the new Software.
From 2023 to mid-2025 they basically moved together. Then hardware completely detached, running up nearly 5x from the 2023 baseline while software pulle…↗
Apr 14
TheValueist — Brother, I only invest in the GAI ecosystem. Do you honestly believe I write all these reports myself? My head would literally explode if that were true.
$NVDA $MU $SNDK $LITE htt…↗
Apr 14
TheValueist — $000660 $005930 $SNDK $MU $EWY SK hynix sympathy trade ripper. Samsung coming along for the ride. https://t.co/OwiAyJqCjs↗
Apr 14
InvestmentGuru — Overnight movers are telling a clear story of where momentum is flowing right now. $SNDK continues its explosive run, adding another 3% and pushing its YTD gain beyond 300% — a rem…↗
Apr 14
TheValueist — The @openclaw vs Hermes Agent @NousResearch competition is outstanding for the agentic GAI industry. They are driving each other extremely hard and fast. I have two OpenClaws (one…↗
Apr 14
InvestmentGuru — Most investors are always chasing the last wave.
The AI infrastructure cycle is playing out in layers — and each one is bigger than the last.
Here’s the full roadmap:
Wave 1: Semi…↗
Apr 13
Serenity — $AAOI and $SNDK:
Are the perfect examples why you don’t follow hedge funds named after Tangerine peels…
Like if you’re going short, do it with companies with terrible fundamental…↗
Apr 13
TheValueist — Did someone say NAND?
$SNDK $MU $000660 $005930
SNDK: Evercore initiated SanDisk with an Outperform, sees $2,600 'bull case'
As previously reported, Evercore ISI initiated cover…↗
Apr 13
TheValueist — They can't roll out these $SNDK strikes fast enough. https://t.co/YPFstsdeRb↗
Apr 13
TheValueist — My equal-weight GAI TMT Four Horsemen Index is now up 116.7% YTD. The top performer of all my custom sector indexes.
$NVDA $MU $SNDK $LITE https://t.co/1s2CsnO3Ne↗
Apr 13
TheValueist — If you've been following me for some time, you know I used to put together these company write-ups and quarterly print videos and slides. It's been a few months since I last did on…↗
Apr 13
InvestmentGuru — $SNDK looks like 4 digits this week https://t.co/OrrQNum3wJ↗
Apr 13
TheValueist — IV spiking on the top strike. People levering up on $SNDK 1/21/28 c1280. https://t.co/63182UhQaM↗
Apr 13
TheValueist — $SNDK all-time high ripper. Let's hope they don't crap the bed like the last hot GAI name $SMCI added to $QQQ . I don't believe that will happen. https://t.co/utxOUgMIik↗
Apr 13
TheValueist — Which beast is green in this sea of red (ex-energy) night session? $SNDK https://t.co/szcHq5ffHz↗
Apr 12
InvestmentGuru — 10 Stocks That Have Nearly DOUBLED in 2026 YTD. While the market bleeds, these names are printing
$SNDK
Pure-play NAND flash powerhouse spun off from Western Digital. Revenue up…↗
Apr 12
Frenchie — Je vous présente @ParadisLabs la star montante du trading
Manager de hedge fund depuis 10 ans, spécialiste des thématiques de niches comme l'IA.
Paradis a un track record de furi…↗
Apr 11
TheValueist — Impressive @Rory_Johnston . As for our investing work, this should be good for long equities.
$NVDA $MU $SNDK $LITE↗
Apr 11
InvestmentGuru — $SNDK what a move in just one year
Huge gains, strong momentum, and a full re-rating story.
Next big run-
Photonics or Space sector looking like the next rotation.↗
Apr 10
TheValueist — “Historic re-grossing” - you heard it from the source @JaredKubin . Or, you hopefully felt in your book. How many more re-grossing days left?
$NVDA $MU $SNDK $LITE↗
Apr 10
Frenchie — @lumbcap I think they also fkd up with $SNDK
Shit happens when you do price action and think only in terms of P/E↗
Apr 10
Serenity — $SNDK is a perfect example why you don’t trust firms named after tangerines.
Forward earnings compresses extremely hard with Sandisk and $AAOI.
My opinion is that shorts are jus…↗
Apr 10
Serenity — @gahhhbor They shorted $SNDK and are down 30%. Not all people know what they’re talking about?↗
Apr 10
InvestmentGuru — Follow the money — smart flow is rotating into next-gen tech infrastructure
$AAOI
→ Massive momentum on AI/data center demand + 800G transceivers
→ Recently saw explosive upside…↗
Apr 9
TheValueist — GAI memory/storage is trying to keep up with optical networking.
$SNDK $MU $STX $WDC https://t.co/1mTsHi4F6q↗
Apr 9
TheValueist — Welcome to all my new connections on X — all 22.6K of you. The reach here is powerful.
For those new: my work is focused exclusively on the intersection of TMT and power within th…↗
Apr 8
TheValueist — Hopefully, these work reasonably well.
$NVDA $MU $SNDK $LITE↗
Apr 8
TheValueist — I am confident a large portion of this $AEHR move is a short squeeze, and I still highly recommend you listen to the entire call from yesterday. There was great insight into AEHR,…↗
Apr 8
TheValueist — I must imagine this new $TSLA FSD Fleet Learning feature will consume tons of GAI compute.
$NVDA $MU $SNDK $LITE
https://t.co/V9CmHBymjo
Fleet Learning and 3D Geometry
The most…↗
Apr 8
InvestmentGuru — Overnight markets are ripping 🔥
Ceasefire news easing geopolitical tensions has flipped sentiment fast — risk is back ON.
🚀 Tech leading:
$TSLA, $AMD, $META +4%
$NVDA, $GOO…↗
Apr 7
TheValueist — This is absolute looney toons. I feel like we are living in an alternate universe.
$NVDA $MU $SNDK $LITE https://t.co/2V36pgzb8Q↗
Apr 7
Serenity — The nice thing about multi-year bottlenecks from:
$HPS.A to $SNDK to $LITE
Is that you can sleep a easier despite market volatility like today.
Knowing demand will be extreme…↗
Apr 7
TheValueist — $005930 $000660 $MU $SNDK (Bloomberg) -- Samsung Electronics shares rise as much as 4.9% on Korea Exchange, after the chipmaker reported preliminary 1Q profit that beat analyst est…↗
Apr 6
TheValueist — $2317 Foxconn Industrial Internet Co Ltd: Taiwan's Foxconn, the world's largest contract electronics maker, reported a 29.7% on-year rise in first-quarter revenue on strong demand…↗
Apr 6
Mike Investing — The $2T+ SpaceX IPO is now less than 3 months away…
Space names will soon see similar euphoric upside like what $SNDK & $MU had experienced.
These 5 stocks are going to lead the…↗
Apr 5
TheValueist — Very impressive and genuinely differentiated and useful if this works and is accurate. Slowly chipping away at BBG/CapIQ/Factset…
$NVDA $MU $SNDK $LITE↗
Apr 4
TheValueist — My updated Chip Pricing Dashboard is attached. Skip to minute 51 if you don't want to watch the entire video. Regardless, I highly encourage you to watch the entire class. It makes…↗
Apr 4
TheValueist — A tremendously bullish signal for the GAI infrastructure trade. A tremendously bearish signal for @AnthropicAI ‘s subscription business model, and likely for AI SaaS more broadly.…↗
Apr 3
TheValueist — Sign up more customers in China, India, and the rest of SE Asia.
$NVDA $MU $SNDK $LITE↗
Apr 3
Serenity — If you want exposure to memory, $DRAM is a genuinely great ETF.
I normally don't praise ETFs, but this is solid.
1. $MU - 24.63%
2. Samsung - 24.11%
3. SK Hynix - 23.08%
4. $SNDK…↗
Apr 3
TheValueist — That's where the money is, baby! They constitute my equal-weight GAI TMT 4 Horsemen index. It's the top-performing index for both the year-to-date and one-year period among all my…↗
Apr 3
TheValueist — Watch this. If you have @openclaw enabled with voice calling you know this is bananas. This has massive potential.
$NVDA $MU $SNDK $LITE↗
Apr 3
Daave “3 and 30” Tepper — Dram/nand/hdd is directly correlated with human brain replacement
we’re all cooked
$stx $wdc $sndk $mu↗
Apr 3
TheValueist — They might be the only company to use the $ticker in their own posts. I love it! 😆
$NVDA $MU $SNDK $LITE↗
Apr 2
TheValueist — This is precisely how come I stress the importance and value of leaps when trading GAI infrastructure names. The sector is exceptionally volatile, plagued by significant FUD and mi…↗
Apr 2
TheValueist — We definitely do that with our Atlas Peak Research reports! Regardless, there is outstanding detail and color in the other write-ups I share, and you truly must read it all!
$NVDA…↗
Serenity — @Market_Nick_ $AAOI does look like an early $SNDK.
Largely dependent on execution, but the fact they project they'll have the largest 1.6T capacity in the US from projections (fr…↗
Apr 2
TheValueist — This is validation. You know you are coming up with good trade ideas and research when people want to report you to the @SECGov .
You are a total moron. I am on BBG, and that mean…↗
Apr 2
Serenity — Okay chat. I'm curious what your thoughts are on the next 1350%+ 1Y return $SNDK or 2918% 1Y return $AXTI.
If you have to choose 1 very high conviction, hyperbolic growth stock..…↗
TheValueist — $NVDA $MU $SNDK $LITE RESEARCH NOTE - The Claude Code Leak: Commoditization Event for the Agentic Orchestration Layer
https://t.co/xRMzjEXygc
Bottom Line: Anthropic accidentally…↗
Apr 1
Daave “3 and 30” Tepper — $stx hamr dropping the hammer on $Wdc and $sndk
Ssd for thee, hdd for me
compute shift from training to inference
Exabyte cagr insane
Seagate took the roadmap risk and it’s pay…↗
Apr 1
TheValueist — I’m the first person in history to place a bet on a financial contract tied to the value of GPU compute. Now I am the first person in history to be paid out on a financial contract…↗
Apr 1
TheValueist — $NVDA $MU $SNDK $LITE OVERVIEW
PrismML emerged from stealth on March 31, 2026 as a Caltech-origin AI lab centered on “intelligence density,” meaning useful model capability per un…↗
Apr 1
TheValueist — 3bn people in China and India. Their GAI agents and GAI requests are not substantially different than yours.
$NVDA $MU $SNDK $LITE↗
Apr 1
TheValueist — $NVDA $MU $SNDK $LITE (BloombergNEF) -- Data centers are riding a seemingly unstoppable wave. Global IT capacity – the power drawn by server equipment — grew by 11 gigawatts in 202…↗
Apr 1
TheValueist — The Claude Code CLI leak should be strongly beneficial for GAI compute demand. Every open source/Chinese LLM will immediately develop their own Claude Code replica driving token co…↗
— My @openclaw has installed and set up @NousResearch Hermes Agent within its own Docker container. Is this comparable to giving birth or seppuku?
$NVDA $MU $SNDK $LITE
TheValueist — I'm strongly urging everyone to take time to learn how autoresearch operates and to actually try experimenting with it themselves. My bot generates synthetic data to run thousands…↗
Mar 30
TheValueist — As the quarter concludes, staying focused and navigating chop can be easier by paying attention to your companies upcoming prints - the key next event in your timeline. Consider ho…↗
Mar 30
TheValueist — I agree with a significant part of this statement. When I first started building my @openclaw system I was very transparent with what and how I was doing things (which you can go b…↗
Mar 30
TheValueist — I'm seeing more and more people have great success with a combined installation of @openclaw and Hermes Agent. I haven't tried it yet. It's on my list. The way people are explaini…↗
Mar 30
Serenity — I think I nailed the institutional bottleneck rotation.
-> Caught the tail end of memory name rise with $SNDK, Samsung, SK Hynix, $MU
-> Frontran institutions with photonics with…↗
Mar 29
TheValueist — $NVDA $MU $SNDK $LITE RESEARCH NOTE - Autoresearch: Autonomous AI Experimentation and What It Means for the AI Stack
***This report was validated and improved with our own autores…↗
Mar 29
TheValueist — To let the cat out of the bag a bit, download and setup @openclaw on a cloud server; I’m sure my friends at @digitalocean @paddix would love to have you as a customer. Fire away wi…↗
Mar 29
TheValueist — It definitely seems like $SIVE is a layup $1bn acquisition for a larger company interested in expanding in optics. Do an all stock deal and roll the dice. Worst case scenario, you…↗
Mar 29
TheValueist — $NVDA $MU $SNDK $LITE I'm blown away as I experiment and gain a better understanding of how an autoresearch process functions in software development. Much of what I used to tweak…↗
Mar 28
TheValueist — $NVDA $MU $SNDK $LITE I’ve been running this autoresearch method on a few of my @openclaw workflows and have seen meaningful improvements. It is a natural extension of agentic LLM…↗
Mar 28
TheValueist — You know it’s working. If they shutdown Empower, there will be copycats. Software is so cheap to make now, people will give it a try.
https://t.co/uN9bl5ZRps
$NVDA $MU $SNDK $LIT…↗
Mar 28
Serenity — @ajouannic You can replace $MU / $SNDK with Sk Hynix. Or replace $COHR with $LITE.
I'm just saying my personal preferences in what I expect to outperform.↗
Mar 27
TheValueist — $NVDA $MU $SNDK $LITE As requested. I haven't validated this. English translation below:
------------
Hello everyone, I am Gao Jianyang, the first author of the RaBitQ vector quant…↗
TheValueist — $NVDA $MU $SNDK $GOOGL RESEARCH NOTE - TurboQuant vs NVFP4
https://t.co/ru14vFtNf1
Bottom Line: TurboQuant is the more specialized technology and, on KV-cache compression depth,…↗
Mar 26
TheValueist — $MU $SNDK $000660 $005930 DESK NOTE - Global Memory and Storage Capacity Buildout: Who Is Building What, Where, and When
https://t.co/ibGBhHXLRq
BOTTOM LINE: The central conclus…↗
Mar 26
TheValueist — Exactly as called by this person!!
$NVDA $MU $SNDK $LITE https://t.co/waQot2tOdH↗
Mar 26
Damnang2 — Buy the dip? Or is this an endless decline? I did a deep dive on $SNDK. Check out the full article on Substack.
https://t.co/ClsoWZM1xk https://t.co/2s71Krbetw↗
Mar 26
Puru Saxena — $SNDK $MU Memory stocks are like sitting ducks!
All parabolas end the same way...with a painful bust.
Note the gap between the stock and the 40-wk ma. https://t.co/418b3XDCUg↗
Mar 26
TheValueist — $SNDK sitting at 50d. Has proved to be support before. Will it be again? https://t.co/aMqBtKsYbk↗
Mar 26
Serenity — If you don't know my style by now:
I identify upcoming sectors (photonics, memory, drones), then go long on the entire supply chain.
I'm not always right, though.
$AVAV and the…↗
Mar 26
TheValueist — $NVDA $MU $SNDK $LITE It doesn't seem like anyone is talking about this. https://t.co/fFKY98tyJr↗
Mar 26
TheValueist — $NVDA $MU $SNDK $LITE On the question of SaaS, Empower is exploding in NYC. The ability for them to generate cheap code and software totally upends the $UBER $LYFT business model.…↗
Mar 25
Jason's Chips — 🔔 The Daily Semi-Cap — March 25, 2026
📊 SMH: $399.02 (+1.12%)
📈 Earnings: No semiconductor earnings today.
🔥 Major Developments:
• Google TurboQuant — Google dropped a memor…↗
Mar 25
Evergreen Capital — @TBU12345678 Bigger models and workloads need and will continue to need more memory. It’s that simple. Keep hatin’ $MU $SNDK↗
Mar 25
Serenity — Google's TurboQuant...
And it's effect on $SNDK, $MU, SK Hynix, and others:
What it does:
-> 6x reduction in KV cache memory footprint
-> 8x Speedup on H100 GPUs
It's a compress…↗
Mar 25
KawzInvests 🦑 — Are new AI algorithms from $GOOG like TurboQuant and QJL going to kill the memory supercycle?
Bears argue that compressing the LLM Key-Value (KV) cache by over 5x (quantizing down…↗
Mar 25
Ray Wang — So if u list out the companies involved in this deal, let's see.... $SNDK/Kioxia, SK Hynix/Solidigm, $CSCO.
NAND/eSSD and networking. Bang. they need DDR4(but hopefully cheaper o…↗
Mar 25
Daave “3 and 30” Tepper — 1) memory stocks aren't crashing. calm, nino.
2) when memory stocks do crash, and they will, you won't know it's the big one. and you'll complain all the way down, and you'll misdi…↗
Mar 25
TheValueist — My updated Chip Pricing Dashboard is attached. Big price discrepancy for NVDA Blackwell B200 between the two data providers on BBG. My personal rental rate experience from @verdacl…↗
Mar 25
TheValueist — Check it out on BBG.
$NVDA $MU $SNDK $LITE↗
Serenity — @Kaizen_Investor Probably strategic for $SNDK, don't think they'd just throw $1B around here and there.
Will do some digging and see if there's any larger implications markets ar…↗
Mar 25
Serenity — Woah Nanya was my long earlier in the year...
Did not expect $SNDK to take a $1B+ stake in it just now.
Fact that Sandisk is taking stakes in companies like Nanya, means bottle…↗
Mar 25
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE OVERVIEW
TurboQuant should be viewed as a real AI infrastructure efficiency advance, not a model-capability breakthrough. The Google Research blog…↗
Mar 25
TheValueist — $NVDA $MU $SNDK $LITE Two days at DCD NYC reinforced for me that this conference is a very different animal than NVDA GTC. GTC is mostly about the technology roadmap; DCD is about…↗
Mar 24
TheValueist — $000660 $MU $SNDK $NVDA (Bloomberg) -- SK Hynix submitted Form F-1 related to ADR listing to the US SEC in confidential submission, according to a regulatory filing.
•Seeks to lis…↗
Serenity — I’m genuinely impressed there’s people out there holding $IREN.
Imagine getting close to half the market cap…
~$6B eventually diluted, sold into the open market against every sto…↗
Mar 24
KawzInvests 🦑 — INSANE $AAOI is up 17.7%
Same stock people were dumping three weeks ago over ATM dilution and insider sells. Here is what they got wrong.
The fear was understandable. AAOI has bu…↗
Mar 24
Serenity — If you're new to $AAOI:
It looks scary entering positions near ATH at $109 after a 175% YTD increase.
However, this looks like the photonics equivalent of $SNDK.
And it so hap…↗
Mar 23
TheValueist — Takeaways from today’s presentations, panels, and developer conversations point to a clear and accelerating expansion cycle in generative AI infrastructure. There is a substantial…↗
Mar 23
KawzInvests 🦑 — The Nvidia GTC report just dropped on Asymmetrical Bets.
36 hours on-site. Private press briefing with Jensen. One-on-one with Nvidia's SVP of Networking. A closed-door session wi…↗
Mar 23
Serenity — @austin_dague Nope. If anything they’ll all strongly outperform the index as seen with $AXTI 280% YTD return vs. $SPY -3% YTD!
If hundreds of billions of hyperscaler capex flows u…↗
Mar 23
TheValueist — I’ve attended every DCD Connect event in NYC and Northern VA over the past three years. This year's event is the busiest I've seen, with attendance reportedly much higher than last…↗
Mar 23
TheValueist — I’m focusing on the names on my watch list with the big snap back today as signal of strength and momentum for when the Iran conflict fully resolves.
$NVDA $MU $SNDK $LITE https:/…↗
Mar 23
TheValueist — If Trump TACO’s this week or in 3 weeks, the market now knows the Iran TACO trade is on the table. The TACO put.
You can go back to booking your house out East for the summer.
$N…↗
Mar 20
TheValueist — Too many above-ground strategic energy assets not to be focused on Iran hitting another. I will use a gap down in GAI infrastructure from an Iranian strike as an opportunity to add…↗
Mar 19
KawzInvests 🦑 — NVIDIA GTC is wrapping up. Starting today, @michaelsikand and I are going into full lockdown every hour we have goes into turning what I witnessed this week into the most thorough…↗
Mar 19
TheValueist — $NVDA $MU $SNDK $LITE The 3 slides fit squarely within VAST Data’s GTC 2026 message around session S82255, which centered on breaking the long-context inference memory wall. They a…↗
Mar 19
TheValueist — Jensen telling NVDA staff to pander to retail to get the stock moving because institutional is no bid.
$NVDA $MU $SNDK $LITE↗
Mar 19
TheValueist — My key takeaway from GTC Day 3: the volume of KV Cache will grow exponentially in the coming years, surpassing what any industry expert or Wall Street analyst is forecasting.
This…↗
Mar 18
TheValueist — Jensen clearly knows the term “supplier diversity.” He’s not naive... it's wise to focus on the picks and shovels that have limited viable alternatives.
$NVDA $MU $SNDK $LITE http…↗
Mar 18
TheValueist — $MU $SNDK $EWY $NVDA Micron said in prepared earnings call remarks, "We expect both DRAM and NAND industry bit demand in calendar 2026 to be constrained by supply. We continue to e…↗
Mar 18
TheValueist — I now see why China and the CCP are so aggressively driving open-source GAI projects and applications. Their goal is to develop their own GAI infrastructure and expertise without r…↗
Mar 18
TheValueist — Top of my Custom Index Dashboard sorted YTD. The GAI TMT 4 Horsmen Index ( $NVDA $MU $SNDK $LITE ) is blowing away the competition even with NVDA dead in the water this year.
For…↗
Mar 18
TheValueist — The signal is often there, if you simply look for it.
$MU $SNDK https://t.co/DzBKCy9PTw↗
Mar 17
TheValueist — The other thing: if I was a VC I would be hyper focused on investing in novel code review businesses and other GAI driven validation-type companies. The amount of code and content…↗
Mar 17
TheValueist — Love that a GAI corporate practitioner finds what I share beneficial! Hopefully, others do as well. Thanks for the shoutout!
$NVDA $MU $SNDK $LITE↗
Mar 17
KawzInvests 🦑 — NVIDIA $NVDA CEO JENSEN HUANG JUST SAID:
"We need many many TRILLIONS OF DOLLARS OF CAPACITY...We work with EVERY MEMORY VENDOR, BECAUSE WE USE SO MUCH MEMORY. We are going to wor…↗
Mar 17
TheValueist — It is a must to understand what Dynamo is and how it works for GAI infrastructure investment. Search my timeline for a write-up I previously did on it.
$NVDA $MU $SNDK $LITE↗
Mar 17
TheValueist — I didn’t get invited, but hopefully next year I will.
$NVDA $MU $SNDK $LITE↗
Mar 16
TheValueist — This will be solid if he pulls this off. Can look at investor presentations and equity research reports to build the taxonomy. Can use an LLM to crawl 10k filings as well.
$NVDA $…↗
Mar 16
Michael Sikand 🦑 — Everyone talks about $SNDK and $MU.
No one talks about how this guy is to thank for both.
Meet $MU CEO Sanja Mehrotra.
Co-founded $SNDK in 1988.
Built it from a garage into…↗
Mar 16
TheValueist — $NVDA $MU $SNDK $LITE DESK NOTE - NVIDIA Vera Rubin: The AI Factory Becomes the Procurement Unit
https://t.co/Ny1FSWXHXt
Bottom Line: On balance, the Vera Rubin reference design…↗
TheValueist — CPO optical scale up confirmed for NVDA Feynman.
$NVDA $MU $SNDK $LITE↗
Mar 16
Michael Sikand 🦑 — Jensen: "Inference doesn't change the fact that we need a whole lot of memory"
The memory bear thesis that inference reduces the need for HBM just EVAPORATED.
$EWY $MU $SNDK ht…↗
Mar 16
TheValueist — One trillion dollars…
$NVDA $MU $SNDK $LITE https://t.co/RjMHOom0y8↗
Mar 16
Michael Sikand 🦑 — Free money falls from the sky...
If you simply listen to the CEO of the world's greatest company.
Here are 3 things EVERY retail investor needs to watch for during Jensen's keyno…↗
Mar 16
KawzInvests 🦑 — The chairman of SK Group flew to GTC this week. It is the first time he has ever attended.
SK Hynix holds roughly two-thirds of Nvidia's HBM4 order allocation for 2026 and is the…↗
Mar 16
TheValueist — I’ve attended every NVDA GTC in San Jose and Washington DC since March 2023. The signal has always been strong across all the presentations. I believe this year will be no differen…↗
Mar 16
TheValueist — $SNDK NAND is a better store of value than USD https://t.co/bAfR56uEsa↗
Mike Investing — The $1.75 trillion SpaceX IPO is now only 3 months away…
Leading to this event will cause space names to see euphoric upside just like $SNDK & $MU have seen.
These are the 5 spac…↗
Mar 14
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE ASSESSMENT
Signal65’s March 2026 paper makes a technically credible case that shared high-speed storage used as a secondary KV-cache tier can mater…↗
Mar 14
TheValueist — Agentic use cases will vacuum up this additional plan capacity.
$NVDA $MU $SNDK $LITE↗
Mar 14
TheValueist — If $META can't figure out how to build a consumer-facing GAI business, at least they will be able to drive earnings and FCF growth through cost reductions.
$NVDA $MU $SNDK $LITE…↗
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE ASSESSMENT
The post is best interpreted as a bring-up and qualification milestone for an Azure-branded implementation of NVIDIA Vera Rubin NVL72, n…↗
Mar 13
TheValueist — $NVDA $MU $SNDK $LITE A real update from running a 100-agent mesh in simultaneous development: this is much harder in practice than it looks on paper.
The first problem is infrast…↗
Mar 13
TheValueist — Let's go baby!
$NVDA $MU $SNDK $LITE↗
Mar 13
TheValueist — This could unlock significantly more use cases as people make use of it as they have idle time they are trying to fill.
$NVDA $MU $SNDK $LITE↗
Mar 13
TheValueist — NOT EVEN CLOSE. Anyone arguing that the GAI data center buildout is overextended has never stood up a trillion-parameter LLM on a bare-metal GPU cluster or built a functional, feat…↗
Mar 12
TheValueist — Outstanding call by @aleabitoreddit . Yesterday was a fantastic day to take profits on $IREN and redeploy capital to the GAI TMT 4 Horsemen ( $NVDA $MU $SNDK $LITE) and other core…↗
Mar 12
TheValueist — I’m considering raising some dry powder here and waiting for a real private credit tantrum. The setup is getting more interesting: JPMorgan has reportedly tightened lending to some…↗
Mar 12
TheValueist — Wow, @Princeton getting in on the @openclaw story. That's legitimizing.
$NVDA $MU $SNDK $LITE↗
Mar 12
TheValueist — That token demand, and consequently GPU demand, far exceeds what any industry analyst or Wall Street expert anticipated in the first week of Jan 2026. Agentic GAI applications are…↗
Mar 11
TheValueist — There are three massive GAI demand signals currently triggered in the market:
1) Prices for NVDA Blackwell generation GPUs are unquestionably rising, as I have personally seen.
2…↗
Mar 11
TheValueist — That’s not quite the right way to frame it.
With LEAPS, the premium is only one component of the analysis. Time decay is minimal for most of the contract’s life; meaningful theta…↗
Mar 11
TheValueist — Impressive again from @perplexity_ai
$NVDA $MU $SNDK $LITE↗
Mar 11
TheValueist — My friends at @verdacloud just raised prices on B300 GPUs again — and the increase is massive!
They are now charging $6.99/hour per GPU! And they are still continuously sold out!…↗
Mar 10
TheValueist — Well, we didn't need to wait until the next print. This market moves fast. Lightning fast. $SNDK is in a kiss the 50d mood. https://t.co/nPWgL6gmGf↗
Mar 10
TheValueist — Is @perplexity_ai Computer going to solve world hunger?
$NVDA $MU $SNDK $LITE↗
Mar 9
TheValueist — LLM code review is not new, but these guys are still great at coming up with new ways for customers to consume tokens.
$NVDA $MU $SNDK $LITE↗
Mar 9
TheValueist — It took this post to finally actually go to the @cluely website after all these years. It seems like a brilliant product if it works. Syncs across surfaces, which is a great featur…↗
Mar 9
TheValueist — These guys are cooking with @perplexity_ai Computer. This might just save the company.
$NVDA $MU $SNDK $LITE↗
Mar 9
TheValueist — If you read this last night, you would have learned that CL 12m forwards are telling a very different story than CL spot. Stay tuned for more...
$NVDA $MU $SNDK $LITE↗
Mar 9
TheValueist — $SNDK Sandisk (SNDK) Q2 FY2026 Post-Earnings Debrief
https://t.co/6ZfkDQbBxe
Sandisk delivered a transformational Q2 FY2026 — its most consequential earnings report since the Wes…↗
Mar 9
TheValueist — Who knows what is true with all this stuff now. It seems like the MSM is being very loose with their sourcing and advantaged players are planting stories for their own benefit. In…↗
Mar 9
TheValueist — Your response should be path independent positions that are in sync with the tenor of GAI infrastructure buildout. Also, really not that exciting.
$NVDA $MU $SNDK $LITE↗
Mar 9
TheValueist — Who knows what is true with all this stuff now. It seems like the MSM is being very loose with their sourcing and advantaged players are planting stories for their own benefit. In…↗
Mar 8
TheValueist — As I said, China going ape for all things GAI open source.
$NVDA $MU $SNDK $LITE↗
Mar 7
TheValueist — Can someone say hot storage?
$MU $SNDK $EWY $NVDA↗
Mar 7
TheValueist — This is a great point. Hopefully, Analyst Agent 2.0 offers greater value from a novel analytical perspective and lacks the inherent biases typical of an IB trying to transact milli…↗
Mar 7
TheValueist — Analyst Agent 2.0 now has Expert Network call transcripts incorporated into its analysis.
$NVDA $MU $SNDK $LITE https://t.co/IiI9kQKsgk↗
Mar 7
TheValueist — Analyst Agent 2.0's Outlier Options Analysis. This might be the report I am most excited about. Options surface and Greeks analysis combined with fundamentals/guidance/estimates an…↗
Mar 7
TheValueist — My Analyst Agent 2.0 can now create a range of HTML multipage, detailed reports based on high-quality Bloomberg and other API data for virtually any major market public company in…↗
Mar 6
TheValueist — We can check back in on the next print.
$NVDA $MU $SNDK $LITE↗
Mar 6
TheValueist — $NVDA $MU $SNDK $LITE My ClawdBot @openclaw made this scanner in the 45 mins since I posted the original message. It hits https://t.co/PNLhtHvTTE every 30 mins during market hours.…↗
Mar 6
TheValueist — If you make it public and it is useful, I will replicate it with my ClawdBot. I have high confidence that I’ll be successful doing it and certainly I won't be the only one. No IDE…↗
Mar 6
TheValueist — $NVDA $MU $SNDK $LITE HOW THE TOP FIRMS ARE USING AI AGENTS IN INVESTMENT
BALYASNY ASSET MANAGEMENT ($29B AUM)
THE MOST ADVANCED PUBLIC IMPLEMENTATION
Balyasny has built what is…↗
Mar 6
TheValueist — I set my guys up on Codex CLI and it seems like it works much more efficiently with faster output. Also, consumes fewer tokens. I coupled that with Mesh A2A communication. I’ve fou…↗
Mar 6
TheValueist — As I said, with a ClaudBot/ @openclaw type agent, you don't even need an IDE anymore. The agent now writes code itself via CLI.
$NVDA $MU $SNDK $LITE
https://t.co/DlfBr9MIZN↗
Mar 6
TheValueist — As I was saying, Chinese going ape on all things open source GAI. I bet the same thing is happening in India as well.
$NVDA $MU $SNDK $LITE↗
Mar 6
TheValueist — Chinese going ape on all things open source GAI.
$NVDA $MU $SNDK $LITE↗
Mar 6
TheValueist — $NVDA $MU $SNDK $LITE Further insight from my new and improved Analyst Agent.
--------------
Long TMT into a vol spike, the instinct to sit tight is correct — but with a caveat.
D…↗
Mar 6
TheValueist — To add, I was able to upload the PDF of the report, which is great functionality. When basic things like this start working consistently correctly with little incremental effort i…↗
Mar 6
TheValueist — This could easily be worth $200 per month if it functions correctly. I need to verify it, but a brief review seems promising. I asked it to replicate the financial model from a J.P…↗
Mar 6
TheValueist — $NVDA $MU $SNDK $LITE Real-time analysis from my upgraded and improved Agent Analyst.
---------
Broad-based risk-off across the entire TMT complex — virtually every custom index re…↗
Mar 6
TheValueist — It will be interesting to see what names hold up relatively better in this derisking/high vol environment.
$NVDA $MU $SNDK $LITE↗
Mar 6
TheValueist — /fast is an fantastic addition if you want to pay for increased speed on a high thinking setting.
$NVDA $MU $SNDK $LITE↗
Mar 6
TheValueist — This is an outstanding point. This map charts all data centers BBG has in its database. Note the density in the US and Western Europe. Now compare that to China and India, with 3bn…↗
Mar 6
TheValueist — "Graph NVDA Networking revenue for the past 8 quarters" - that was all I gave it, and it created this in ~6 mins on standard thinking. Would have liked it to be faster; I am sure t…↗
Mar 5
TheValueist — There is more BS fake news FUD in this market than anything I’ve ever seen before. This is like pink sheets crap but BBG and FT cover it.
$NVDA $MU $SNDK $LITE
https://t.co/Cuen…↗
Mar 5
TheValueist — I have a feeling this consumes more tokens and compute per unit of output than the previous version.
$NVDA $MU $SNDK $LITE↗
Mar 5
TheValueist — These mid-day updates by @JaredKubin are fantastic. Highly recommend listening to them. I am happy to be a provider of liquidity to the GAI infrastructure names in this drawdown/hi…↗
Mar 5
TheValueist — Don't get shaken loose by the vol. This train is going in one direction; it won't be a straight path, but hell or high water, it will cross the finish line.
$NVDA $MU $SNDK $LITE…↗
Mar 5
TheValueist — ClawdBot / @openclaw token consumption on @OpenRouter . One-month token growth is wild. OpenClaw is the number 1 consumer of tokens (that they can track) on the platform.
$NVDA $M…↗
Mar 5
TheValueist — My updated Chip Pricing Dashboard is attached. Strong performance YTD% across the board.
$NVDA $MU $SNDK $LITE https://t.co/xpt61PxBtT↗
Mar 5
TheValueist — If you are playing at home and/or have any interest, I am usually in the 2028 exp for GAI infrastructure trades. As I said previously, sharing my research and company/industry-spec…↗
Mar 5
TheValueist — Huge new dataset on BBG - datacenters. It is surprisingly detailed, with many key data points.
$NVDA $MU $SNDK $LITE https://t.co/HfRdfLMRQF↗
Mar 5
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE SYNTHESIS
The transcript presents an intentionally sweeping framing of NVIDIA’s current cycle as a multi-decade platform transition rather than a s…↗
Mar 4
TheValueist — There could be. My position is long-term holds path independent call and bull spread OTM leaps. Let there be vol (certainly better if there wasn’t, but there will be), I’ll take th…↗
Mar 4
TheValueist — Call leaps deep, steep, and go to sleep is my view on all the core GAI infrastructure names I constantly talk about. I'm in the 1/21/28 c185 and added in this past two-day drawdown…↗
Mar 4
TheValueist — This guy has just stepped into a virtually unlimited-resource environment after bootstrapping this as a one-man show for twenty years. I can guarantee you he has a million ideas in…↗
Mar 4
TheValueist — Jensen talking about the NVDA's last print at this $MS TMT conference.
$NVDA $MU $SNDK $LITE https://t.co/5N0nsFRIsQ↗
Mar 4
TheValueist — $MS TMT SF - This fucking guy is so smart and at the epicenter. He called for an agentic explosion in 2026 at the beginning of 2025 at GTC. If NVDA has a "whole bunch of claws" run…↗
Mar 4
TheValueist — $NVDA $MU $SNDK $LITE You can hear it from me or you can hear it from the man. Both saying the same thing.↗
Mar 4
TheValueist — $MU $SNDK $EWY $NVDA SOURCE SUMMARY AND INTERPRETATION
TheValueist frames NAND-based SSDs as a “Hard Asset Low Obsolescence” (HALO) product and contrasts that characteristic with…↗
Mar 4
TheValueist — One thing people don't discuss about NAND is that it is a Hard Asset Low Obsolescence product - HALO. Much more durable than GPUs or HBM/DRAM. What does this mean? You can still us…↗
Mar 4
TheValueist — Don’t fade the memory/storage supercycle. Especially when you have Korean investors full-bore in the middle of it. 😂 Years to go.
$MU $SNDK $EWY $NVDA https://t.co/1n2wRcWLgV↗
Mar 4
TheValueist — Can you comprehend the sheer amount of data that's will be generated by a 100-agent mesh as compared to a 100-agent parent-child? What about a 1000 agent mesh - exponential growth.…↗
Mar 4
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE SUMMARY
Full mesh communication across 100 simultaneous agents materially changes the coordination regime from a hierarchical “manager-worker” tree…↗
Mar 4
TheValueist — As I said previously, people will launch industry/use case specific versions of ClawdBot/ @openclaw or equivalent instances. There will be thousands more of these iterations. Keep…↗
Mar 4
TheValueist — The fact that I’ve become hyper-aware of my LLM token costs is an extremely bullish signal for GAI infrastructure build to me.
$NVDA $MU $SNDK $LITE↗
Mar 3
TheValueist — Potential huge efficiency unlock for ClawdBot / @openclaw . All-to-all communication among all spawned agents. Now you have a 100-agent mesh network rather than isolated parent-chi…↗
Mar 3
TheValueist — Dumping every bag into chips/ram/storage.
$NVDA $MU $SNDK $EWY↗
Mar 3
TheValueist — Great step forward. Need to try.
——
Evaluate whether adding Witan would improve my spreadsheet workflow. Read https://t.co/Ptkwuy4TOo to understand what it offers, explore my code…↗
Mar 3
TheValueist — Often because he often tells me I have good trade ideas. It's nice to have that pat on the back 😂
$NVDA $MU $SNDK $LITE https://t.co/wjYDAcnVne↗
Mar 3
TheValueist — I might be giving away the keys to the kingdom, and genius is 1% inspiration and 99% perspiration. I piped my Bloomberg Terminal data real time into my ClawdBot /@openclaw Analyst…↗
Mar 2
TheValueist — I am the first person in history to trade a financial product related to GPU compute!!!! That will get me tons of mileage!! Love it!!
$NVDA $MU $SNDK $LITE↗
Mar 2
TheValueist — Bravo! This is amazing! I have a feeling this will build to a sizeable product either on @Kalshi or other markets. I placed my small bet to kick things off! Am I the first ever?
h…↗
Mar 2
TheValueist — Switching gears from ClawdBot'ing, call leaps deep and steep.
What I have learned from personally deploying a nearly 100 simultaneous agent swarm AND standing up 10+ 500bn-parame…↗
Mar 1
TheValueist — To this point, there are very few people who are going to be smarter and more effective than a billion-dollar supercomputer that you can communicate with in English. For any questi…↗
Mar 1
TheValueist — This @perplexity_ai computer is pretty slick. I haven't upgraded to the Max subscription (I already have enough LLM spend), so I haven't tried it personally. If it generally works…↗
Mar 1
TheValueist — Come on, dude. Press the Grok button.
$NVDA $MU $SNDK $LITE↗
Mar 1
TheValueist — I never thought I would get this deep in the weeds with my own cloud servers and constantly upgrading them, but I am. One thing I have learned is that CPU demand is a real limiting…↗
— This is best case scenario. Teamwork makes the dream work.
$SNDK $000660 $MU $005930
Raging Capital Ventures — You may have to hold your nose, but my bet is that a basket of current perceived AI losers such as $WDAY / $TOST / $BL / $HUBS nicely outperforms perceived AI winners such as $MU /…↗
TheValueist — $NVDA $MU $SNDK $LITE I just learned that ClawdBot / @openclaw can automatically spawn a subagent for code review before anything goes live. That's incredible! While my projects ar…↗
Feb 24
KawzInvests 🦑 — People keep calling the memory trade "late cycle."
The Bank of Korea just told parliament this semiconductor boom is stronger than any previous cycle and will persist through at l…↗
Feb 24
KawzInvests 🦑 — Everyone asking where to hide from the AI selloff.
The answer is right in front of you. Go down the stack into what AI runs on. Chips, memory, photonics, energy.
$NVDA
$MU
$SND…↗
KawzInvests 🦑 — @Pirat_Nation This is the bull case. When even Chinese manufacturers can charge Western prices, there is no supply relief coming from anywhere. $EWY $MU $SNDK↗
Feb 23
KawzInvests 🦑 — China's DRAM expansion doesn't fix the shortage. It barely dents it.
The global shortfall is 10-20%. CXMT adds maybe 3-5%. Most gets absorbed by domestic factories before it ever…↗
Feb 22
KawzInvests 🦑 — DRAM prices up 500% since September and memory stocks still trade at single-digit forward earnings.
Micron's revenue is expected to more than double this fiscal year. SK Hynix dou…↗
Feb 22
KawzInvests 🦑 — Bloomberg published the most important article this week of 2026 so far. $EWY
"RAMmageddon" a global memory chip shortage that is now hammering profits across every tech sector f…↗
Daave “3 and 30” Tepper — @ResearchQf AI infra up today should concern rest of software/internet growth, $sndk $lite $cien you name it it's flat or up
software credit catching heat and bdc's reflecting it…↗
mon — $SNDK This stock didn’t need a full year to work.
If you bought it in September, you’d be up roughly 450% in just over four months.
So what happened?
Around September 2025, seve…↗
Jan 6
mon — $SNDK very impressive +829.74% in the past year.
+22% today alone. 😱
Very impressive.
Congrats to all who got in early. https://t.co/GWPy4HA20q↗
— in retrospect, if an investor even mildly focused on ai missed $sndk $stx $wdc and $mu , they might not have their finger in the pulse
These were highly predictable runners. Not m…
Ray Wang — 1) Was reading $SNDK's comment on Barclays conference call. Kinda dry and not sure if there are anything interesting lol.
So I somehow found this part of $INTC's call on 18A with…↗
Dec 12
Daave “3 and 30” Tepper — If you’re short this, you lack any imagination whatsoever
Gen AI about to go exponential
$nbis $wdc $stx $acmr $sndk $nvda $goog $dis↗
Dec 8
Daave “3 and 30” Tepper — Copy paste and replace “energy” with “memory”
I don’t influence markets let alone anons on this website, but I’ll share I’ve started reducing my core memory position in sandisk…↗
— Market has been under distribution for weeks now and today they took shots at some of the generals $NVDA, $SNDK, $BE etc. Am curious how Friday plays out, but Thanksgiving week is…
Daave “3 and 30” Tepper — ditto, except replace NAND with HDD
disclaimer: long both
$stx $wdc $sndk↗
Nov 19
Daave “3 and 30” Tepper — good chance t-60 mins the narrative shifts to
1. nvda killed it
2. welp, why wouldn't they have. hyperscalers increasing capex again next year
3. compute spend as much about pro…↗
Nov 18
Daave “3 and 30” Tepper — looking through the market noise
pick the right AI names
don't worry about the index, crypto, shitcos or even adjacent AI names unraveling
pick em right and sleep at night
$nb…↗
Nov 14
Ray Wang — $SIMO CEO Chia-Chang Kou on Q3 earnings call on October 31th: "We are facing a NEVER HAPPENED BEFORE, the HDD, DRAM, HBM, NAND, all in SEVERE SHORTAGE in 2026. $SNDK $STX $WDC
Mos…↗
Nov 14
Ray Wang — $SIMO expressed caution on HBF in Q3 earnings call: "...this is all designed for AI inference near GPU. We see there's 3D SoC technology moving to meet certain new GPU leaders requ…↗
Nov 14
Daave “3 and 30” Tepper — Microsoft has announced they too are pursuing superintelligence
All models in all verticals
And you’re bearish?
$goog $nbis $sndk $cien $wdc $acmr↗
Nov 12
Daave “3 and 30” Tepper — AI stocks update: The Market is Worried About AI.
That's completely expected. It happens constantly.
"Markets climb a wall of worry"
This feels like the pullback (beginning of…↗
Nov 9
Ray Wang — For people interested in $SNDK (I mean "positive" not "opposite" in the first tweet, so bear with my typo please): https://t.co/3iq6bRTlNP↗
Nov 9
Ray Wang — 7) This part of the call is very interesting. An analyst was discussing about the viability of covering TLC capacity to QLC.
KS said that "every NAND manufacturer told us 2026 so…↗
Nov 8
Ray Wang — 1) Recently, growing attention on $SNDK and the market’s increasing recognition of storage as a critical component of AI compute infrastructure have sparked a new wave of interest…↗
Nov 7
Ray Wang — Digitimes: $SNDK notified customers of a 50% increase in contract prices for November.
Transcend therefore suspended quoting and shipments starting from November 7. https://t.co/a…↗
Nov 7
Ray Wang — 9) Given a conservative posture of NAND and HDDs makers, the imbalanced supply-demand dynamics, which is a key driver of these players revenue and margin, is likely to sustain for…↗
Nov 7
Ray Wang — 10) Lastly, maybe quickly talk about $SNDK's product.
- Its BiCS NAND is currently ~15% of total bits shipped, expected to reach a majority of bit production by end of FY26.
-…↗
Nov 7
Ray Wang — 8) Historically, the cyclical nature of the memory industry has hesitated memory investors in a supercycle like this. This is no doubt true in NAND.
But what's interesting this t…↗
Nov 7
Ray Wang — 7) HDD vs. SSD in Data Center
While $WDC suggests 80% of data center storage will still be HDDs in most recent call, $SNDK believes the enterprise SSD gonna grow faster than HDDs,…↗
Nov 7
Ray Wang — 6) More on the previous note. The storage market is growing at a pace, I think, that exceeds many expectations.
$SNDK: "High 300s exabyte market for '26" https://t.co/e2XMNtyiJF↗
Nov 7
Ray Wang — 3) Of course, the data center business is a leading driver and is going to grow larger.
Data center business is up 26% QoQ, and could go up more in 2026. Acceleration is very ima…↗
Nov 7
Ray Wang — 2) At a high level, it is increasingly a consensus that the NAND market is having imbalanced supply-demand dynamics. But not just this year, but also '26 (and potentially '27).
$…↗
Nov 7
Ray Wang — 1) $SNDK (+ 7% AH) has a great quarter, but even outlined a better '26 and arguably some bullish signs in '26 and '27. Comments in the call are generally very opposite and worth co…↗
Nov 7
Daave “3 and 30” Tepper — Key aspect the market missed 12-36 months ago is, when Jensen says “we’re going to replace the COMPUTE infrastructure”, he’s correct.
But you can’t “replace” the STORAGE infrastru…↗
Nov 7
Ray Wang — Can say this $SNDK call delivers.
Analyst: "Got it. And then I think, David, you kind of talked about a 40% growth next year for data center exabytes and then even better growth…↗
Nov 6
Ray Wang — $SNDK. Will cover the call later. First glance is great (and arguably it has to lol)
Great note by @TMTBreakout https://t.co/4L6SSP4GzM↗
Nov 5
Ray Wang — 4) Investors looking closely at this memory supercycle are typically paying close attention to the top memory players like SK Hynix, $MU, and Samsung amid the unstoppable price hik…↗
— @rwang07 Given HDD supply expansion not coming to the rescue, imagine Sandisk announces some interesting JV supply deals with hyperscalers around eSSD
$sndk
Daave “3 and 30” Tepper — Considering the spenders are to the left on this graphic I feel good about it
$wdc $sndk $nvda↗
Oct 25
Daave “3 and 30” Tepper — Smart deal for both $meta and blue owl. blue owl can size this appropriately and certainly co-invest a lot of it out to insurance companies.
I’d say at least $1tn more appetite f…↗
Oct 24
Zephyr — My precious SanDisk $SNDK https://t.co/YE1FJsIxlI↗
Oct 20
Ray Wang — $SNDK Pre-Market +5% https://t.co/t9oGoHUj5h↗
Oct 4
Daave “3 and 30” Tepper — @zephyr_z9 Future Attention Influencers will be in walled gardens using video AI tools and paying high fees to access the best. required to capture and hold attention
AI monetiza…↗
Oct 2
Ray Wang — Phison will be the key beneficiary. Definitely get overlooked (as some fixate on $SNDK $STX $WDC) but is quite well-known in Taiwan (in fact I know tons of people in TW are look at…↗
Oct 2
Daave “3 and 30” Tepper — @zephyr_z9 DRAM going to crowd out HBM. Will need than HBF Sandisk’s cookin up for 2027. $sndk↗
Oct 2
Daave “3 and 30” Tepper — Longed $sndk anyways
Core business in incredible shape
Competition slightly more rationale
And the eSSD and HBF roadmaps for next 36 months are lights out↗
Oct 1
Daave “3 and 30” Tepper — the call of the cycle:
$SNDK here?
Or let it go by?
I think its a do but already too exposed to memory↗
Oct 1
Zephyr — SanDisk $SNDK UP 400% since April low
LFG!! https://t.co/KAVLpSAg7a↗