TheValueist — $NVDA $MU $SNDK $LITE It’s all a race to the bottom for the SOTA frontier closed LLM providers. Dario knows this fact, and was part of the rationale driving his “innovate, then reg…↗
Jul 17
Wayne Liang — The future is on sale right now.
AI Semis:
$MRVL -43%
$MU -31%
$NVDA -14%
$SNDK -40%
Neocloud:
$CIFR -44%
$CRWV -47%
$IREN -53%
$NBIS -40%
Space:
$ASTS -57%
$FLY -70%
$RKLB -…↗
Jul 17
Alex A.C. — If this doesn't look GIGA BULLISH for AI demand for the very long-term to you, I don't know what 😱🔥🔥
"GPU demand does not disappear once pre-training is complete. AI agents MU…↗
Jul 17
Wayne Liang — Interesting watching Mag 7 rotate back into semis today.
When money starts leaving the "safest" option and moves into names that were just destroyed (like $SNDK / $MU / $SKHY ), t…↗
Jul 17
TheValueist — $NVDA $MU $SNDK $LITE You will need my crystal ball for 553 days. Let’s check back in on 1/21/28.↗
Jul 17
InvestmentGuru — Friday OpEx : AI infra stocks Dumping
Options expiration Friday delivering exactly the volatility you’d expect — and semis are catching the brunt of it.
The setup: TSM smashed Q2…↗
Jul 17
TheValueist — $NVDA $MU $SNDK $LITE 2026 WORLD ARTIFICIAL INTELLIGENCE CONFERENCE: STRATEGIC, TECHNOLOGICAL, AND INVESTMENT ASSESSMENT
EXECUTIVE SUMMARY
Xi Jinping, President of the People’s R…↗
Jul 17
TheValueist — $MU $SNDK $SKHY $DRAM Memory/storage are weak again pre, however, SKHY is green. It will be interesting to see how the day unfolds. Nothing has invalidated the GAI infrastructure t…↗
Jul 17
PhotonBull — A lot of stocks like $SNDK $MU $SKHY $NBIS and $ASTS are turning GREEN pre market
Let's go!↗
Jul 17
TheValueist — $NVDA $MU $SNDK $LITE In ~12 months, there will be Kimi 4 with 4 trillion parameters. Sometime after that there will be an OSS LLM with 10 trillion parameters. Scaling laws are nev…↗
Jul 17
TheValueist — $NVDA $MU $SNDK $LITE 100%. $NFLX is fighting an uphill battle against GAI-generated content, especially as consumer preferences shift toward shorter videos that are even easier to…↗
Jul 16
Mike Investing — The companies building the future are all heavily on sale right now…
Drawdowns from Highs:
$RKLB -79%
$ASTS -86%
$NBIS -56%
$SNDK -51%
$OKLO -76%
$BE -40%
$ONDS -55%
$PL -57%
$OUS…↗
Jul 16
Midas — Top stocks I'm buying using @asymmetrix_xyz, which finds 10x stocks early:
$NBIS
$MU
$SNDK
$CIFR
$CRCL↗
Jul 16
PhotonBull — I like this thesis
$DRAM $SNDK $MU $SKHY↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Jul 16
Michael Sikand 🦑 — Dropped $100K into the market here into a fresh "I bought the dip" account.
Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see…↗
Jul 16
TheValueist — $NVDA $MU $SNDK $LITE Let’s do it. I will eventually stand this up on a B300 cluster. 2.8 trillion total parameters, which I believe is the largest OSS LLM. 1mm context is fantasti…↗
Jul 16
Wayne Liang — I'm a fan of $NBIS / $INTC, but they're not macro-proof.
There's decentralized selling happening at the moment, but nothing has fundamentally changed.
A few examples:
$CLSK sign…↗
Jul 16
Midas — Someone pls explain to me like I'm 10 years old why the stock market is CRASHING.
$MU down 6%
$SNDK down 12%
$NVDA down 2%
Has the AI bubble finally popped?↗
Jul 16
Alex A.C. — Be less Panican 🐔🐔🐤 Be more like Warren Buffett 👴😌
If you are not buying Memory/Storage/Photonics/Neoclouds.... what are you doing with your -investing- life??
The 2-week Ma…↗
Jul 16
TheValueist — $NVDA $MU $SNDK $LITE Unfortunately, consolidation doesn’t diffuse commoditization. All great things for the GAI infrastructure trade.↗
Jul 16
TheValueist — $NVDA $MU $SNDK $LITE When will the $PLTR / @thinkymachines partnership be announced?↗
Jul 16
TheValueist — $NVDA $MU $SNDK $LITE THINKING MACHINES INKLING: INVESTMENT COMMITTEE ANALYSIS
EXECUTIVE ASSESSMENT
Inkling is a technically credible, strategically coherent, but commercially un…↗
Jul 16
PhotonBull — Even though China would not have enough memory chips to supply even their own country, the headlines of $AAPL looking to buy Chinese memory tanked memory stocks a month ago
This h…↗
Jul 16
TheValueist — $SNDK $MU $SKHY $DRAM Memory/storage getting hammered again pre. Nothing has changed in 72 hours. Long dated calendar spreads are an outstanding way to trade the GAI infrastructure…↗
Jul 16
Midas — Never miss a 10x stock again.
@asymmetrix_xyz tracks where the smart money's actually moving - Leopold Aschenbrenner, Serenity, and other top traders so you're early, not late.
W…↗
Jul 16
Midas — Never miss a 10x stock again.
@asymmetrix_xyz tracks where the smart money's actually moving - Leopold Aschenbrenner, Serenity, and other top traders so you're early, not late.
W…↗
Jul 16
Midas — Leopold Aschenbrenner just added new AI stocks that could make people MILLIONS.
Just like he called $SNDK, $IREN, and $MU for an EASY +1000% returns.
Here they are:↗
Jul 16
Midas — That company is $NBIS.
Missed this one? Don't miss the next.
@asymmetrix_xyz tracks where the smart money's actually moving - Leopold Aschenbrenner, Serenity, and other top trade…↗
Jul 15
TheValueist — $NVDA $MU $SNDK $LITE Great to have another US-based OSS LLM. Time will tell how competitive they are. NVFP4 checkpoint out of the gate. All good things for the GAI infrastructure…↗
PhotonBull — Played out pretty well
Mag 7, software, crypto having their moment
Not due to the large upside, but being green in a market that sees past leaders like $NBIS and $SNDK drop 30%…↗
Jul 15
Shay Boloor — $SNDK in its biggest drawdown of the past year 😳 https://t.co/bquFzIZknE↗
Jul 15
PhotonBull — The state of the market in one image
$PYPL $SNDK $MU https://t.co/UZxii5RlXG↗
Alex A.C. — Me buying more Photonics $AAOI and more Neoclouds $NBIS in the middle of this giga nonsense crash of Semis stocks
I don't buy more Memory / Storage bc I'm several Xs up already 😉…↗
Jul 15
Trade Whisperer — "A couple of guys who went short, those poor bastards, I mean, they are in big trouble. They're being wiped out," Trump said. "I never liked short guys." -Trump
$MU $DRAM $SKHY $S…↗
Jul 15
Serenity — @michaelsikand DRAM 20%+ hike for next quarter, $SNDK LTAs with $META, $MU 16+ LTAs.
Market: proceeds to sell off memory.
800G transceiver revision sharply upward? Lasers complet…↗
Jul 15
Dillon Valdez — It suggests that the market is “beginning” to sniff out maybe a reduction in the pace of AI spend & an “optimization”, or a sensing that profits will be prioritized over CapEx…↗
Jul 15
PhotonBull — My only concerns with the memory 'trade' were not fundamental, but market related
The large amount of leverage, the big and fast run and the fact it was so crowded were real risks…↗
Jul 15
PhotonBull — Didn't think I would live to see the day $BTC was green and memory was down
$SNDK $MU $SKHY $DRAM↗
Jul 15
Jukan @COMPUTEX — Excerpt from GFHK’s monthly call: Memory sector commentary
Customers are pushing back strongly against price increases approaching 30%, leading us to slightly lower our forecast f…↗
Serenity — $AEHR back up +36.4% today off earnings!
2027 guide: $130-$150m (160-200% growth) from 2026 revenue. Sees opportunity to guide higher (assumes no memory revenue or little to none…↗
Jul 15
Kevin Maro — @stocktalkweekly @CKCapitalxx I respect your opinion @stocktalkweekly and agree to an extent! If nothing else I'll put a disclaimer in each post so people are well aware of the pot…↗
Jul 14
Kevin Maro — Announcing my $50,000 -> $500,000 all-in challenge! A lot of people were asking me to do this so I decided to join in on the fun.
First trade is $SNDK for a swing until $2000. I’m…↗
Jul 14
TheValueist — $SNDK $MU $SKHY $DRAM I highly suspect HBF is likely happening for GAI data centers. Second earnings call that $AEHR has dove into it with customer validation progressing. Invest a…↗
Jul 14
TheValueist — $NVDA $MU $SNDK $LITE Wherever it shakes out, the GAI infrastructure trade is the winner.↗
Jul 14
Michael | Hypermarkets — According to $IBM, $MU should spike to $2000+
These are $IBM CEO exact words:
"In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, sto…↗
Jul 14
Alex A.C. — LOOOL 😂😂 Memory situation is SO bullish that the investing firm 'Mirae Asset Securities Korea' cuts a bit the ASP estimates for SK hynix $SKHY, and then says:
- "PT krw 4.2 MM /…↗
Jul 14
TheValueist — $NVDA $MU $SNDK $LITE This will be an epic shakedown of the data center operators.↗
Jul 14
TheValueist — $NVDA $MU $SNDK $LITE This is the epitome of my CRAVE Thesis of GAI - Cost Reduction and Value Expansion. I have shared extensively about this axiom.↗
Jul 14
TheValueist — $NVDA $MU $SNDK $LITE What is interesting about this comment is that as OSS LLMs become more competent and require less VRAM/DRAM for a given level of output quality, a local LLM m…↗
Jul 14
Shay Boloor — Three memory makers now post higher operating margins than Nvidia:
• $MU 80%
• $SKHY 72%
• $SNDK 69%
• $NVDA 66%
The AI memory boom is becoming as profitable as the chips it supp…↗
Jul 14
InvestmentGuru — $IBM
IBM shares dropped ~20% after its preliminary Q2 results missed expectations, raising concerns about enterprise IT spending.
But the bigger picture may be more nuanced.
Rev…↗
Jul 14
TheValueist — $MU $SNDK $SKHY $DRAM Lower inflation and potentially lower interest rates are great for the memory/storage trade and for the GAI infrastructure trade overall. https://t.co/e8VKnA…↗
Jul 14
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Trump says the U.S. is reinstating the blockade and will now charge a 20% fee on all cargo passing thr…↗
Jul 13
Michael | Hypermarkets — The entire AI trade is ON SALE.
24 stocks, avg –33% off their highs:
🔴 Oracle $ORCL –59.3%
🔴 IonQ $IONQ –49.4%
🔴 ServiceNow $NOW –49.2%
🔴 Applied Optoelectronics $AAOI –48.6%…↗
Jul 13
Alex A.C. — Me today buying more Semis stocks after a 2-weeks crash and the implosion of the Korean Market
$MU $SKHY $SNDK $NBIS $AAOI https://t.co/HCfdOjMaGm↗
Jul 13
Michael Sikand 🦑 — There's a problem with memory.
I'm a memory bull and think a strong concentration is critical for any AI portfolio. But I do think the market's obsession around it is overblown co…↗
Jul 13
Midas — Leopold Aschenbrenner owns a HUGE stake in this AI bottleneck stock.
This company could be the next 10x runner like $SIVE / $SNDK / $MU.
Here it is:↗
Jul 13
Midas — You missed my call on $NBIS at $20 before it ran to $280+ from the neocloud hype.
In 2025, you missed $SNDK at $35 before it spiked to $1250 during the memory shortage.
Many will…↗
Jul 13
Midas — I called $NBIS at $20 and I may have just found the next $SIVE / $SNDK.
It’s a huge bottleneck for AI that’s under $5B market cap and almost no one is talking about it.
Here it…↗
Jul 13
Midas — Leopold Aschenbrenner just added new 10x AI stocks.
Just like he called $SNDK , $IREN, and $BE for an EASY +1000% returns...
Here they are:↗
Jul 13
PhotonBull — Feels like there is a lot of fear in memory
Great time to buy IMO
$SNDK $MU $DRAM $SKHY↗
Jul 13
TheValueist — $NVDA $MU $SNDK $LITE Its great that the frontier labs are taking client data privacy under greater consideration. However, they are not only training on the data itself (when allo…↗
Jul 13
JC Investing — I’m convinced the people bashing $DRAM $MU and $SNDK are the same ones that missed the generational run https://t.co/3HSO7tGZ7F↗
Jul 13
TheValueist — $NVDA $MU $SNDK $LITE BBG OpenAI and Anthropic monthly credit card panel data. I believe there is too much variance and noise to look at the weekly or daily data. https://t.co/H7ZZ…↗
Jul 13
TheValueist — $MU $SKHY $SNDK $DRAM Memory and storage names are looking like they will get pummeled this morning. Nothing has changed in my long-term conviction in any of these names. The vol i…↗
Jul 13
InvestmentGuru — $MU $AMD $CRDO $MRVL $AAOI $AXTI $COHR $INTC $SNDK $NBIS
AI infrastructure stocks are under pressure in the premarket as the sector goes through a broad rotation and consolidatio…↗
Jul 13
mon — SK Hynix is now down 12.8%.
If you've missed the memory rally, this could be the opportunity you've been waiting for.
$SNDK, $MU, $DRAM https://t.co/swFqfXPzFP↗
Jul 13
Michael | Hypermarkets — $SNDK made everyone holding 4000%-6000%
This stock is your 2nd chance if you missed $SNDK:↗
Jul 13
Michael | Hypermarkets — Firstly, robotics is the next big theme and you'd be super early getting into it right now.
$SYM summary:
- Builds AI-powered robots that run entire automated warehouses.
- Robot…↗
Jul 13
TheValueist — $NVDA $MU $SNDK $LITE I hear your perspective. Divergence of options is what makes a market. Let's see what the world looks like on 1/21/28.↗
Jul 12
PhotonBull — This weekend, a family member tried to tell me that memory chips multiplied in price the last year due to inflated raw materials prices due to the war.
The Ukraine war.
You can'…↗
Jul 12
Midas — Leopold Aschenbrenner called $SNDK, $IREN, and $BE for an EASY +1000% returns:
He's now been secretly accumulating a new potential 10x play.
Here it is:↗
Jul 12
TheValueist — $NVDA $MU $SNDK $LITE Read this thread.↗
Jul 12
TheValueist — $NVDA $MU $SNDK $LITE Love it. @OpenAI @AnthropicAI frontier model knock out competition is only a good thing for the GAI infrastructure trade.↗
Jul 12
Trade Whisperer — $SNDK PINK candle prints → tags low of $1485.
Bulls bought the dip below Fib 0 without blinking. Bargain zone. Bounce was strong. Still near Fib 0 with rock solid fundamentals. Ha…↗
Jul 12
Trade Whisperer — $MU $SKHY $SNDK $DRAM
CPU TAM by 2030: $200 Billion. That's cute.
Memory TAM by 2030? ~$1 - $2 Trillions projected by financial banks and private research firms.
And no, it's no…↗
Michael | Hypermarkets — 3 reasons why $SYM can rip so hard like $SNDK:
1. ~40% of float sold short trapped shorts fuel violent covering.
2. Free float tiny; SoftBank + founder lock up most shares.
3.…↗
Jul 12
Michael | Hypermarkets — 1 year ago, $SNDK ran from $40 to $2400 for 6000%
Then it crashed back to $1500 before spiking again.
Here's 4 set-ups exact 1000% potential:
1. $BE (Bloom Energy)
Buy zone: $…↗
mon — AI needs more compute, more compute needs more memory, more memory needs better packaging, better packaging needs better substrates, and the winners will be the companies that can…↗
Jul 12
TheValueist — $NVDA $MU $SNDK $LITE I created this post well before @openclaw or @NousResearch were first released. I have thought about it a good deal since I first shared it. It is incredible…↗
Jul 12
Trade Whisperer — AI is still in diapers. Still crawling.
Everyone is debating today's AI.
I'm investing in tomorrow's AI.
Imagine the AI adulthood.
Go Long.
$MU $DRAM $SNDK $SKHY $TSM $NVDA $LITE…↗
Jul 11
TheValueist — $NVDA $MU $SNDK $LITE It’s been six months since I set up and built out my first @openclaw Analyst Agent. I now have 14 unique and independent agents running on multiple VPSs, cove…↗
Jul 11
Trade Whisperer — HBM was built for Artificial Intelligence.
It's not where data sits. It's where AI thinks.
Stupid analysts keep pricing it like a storage commodity cycle. You and I are the contr…↗
Jul 11
Trade Whisperer — $MU $SNDK $SKHY
$TSLA's factory that built Model S/X for a decade died in 46 days. Optimus robot production is taking over.
Target: 1 million Optimus a year. So just how much me…↗
Jul 11
TheValueist — $NVDA $MU $SNDK $LITE I’ve said this a few times before, if the value you provide is gatekeeping access or information you are in for a rude awaking in the age of GAI.↗
Jul 11
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +707%
2. $PENG +301%
3. $AEHR +260%
4. $AXTI +250%
5. $DELL +245%
6. $AAOI +244%
7. $MU +243%
8. $WDC +238%
9. $INTC +198%
10. $ARM…↗
Jul 11
TheValueist — $NVDA $MU $SNDK $LITE This is a great distinction. Single-user SaaS vs. multi-user enterprise SaaS deployments. I agree. Single-user is at much greater risk of disintermediation by…↗
Jul 11
Michael | Hypermarkets — $DRAM — the first-ever memory ETF.
Everyone spent this whole AI run fighting over which stock to own $NVDA, $MU, $SNDK, $AVGO, $AMD, $AAPL, $META, $MSFT, $GOOG, $TSLA.
Here's wha…↗
Jul 11
TheValueist — $NVDA $MU $SNDK $LITE My view is that the basket of US hyperscalers will once again take up 2026 full-year capex estimates and whenever 2027 indications are given, they will be hig…↗
Jul 11
Damnang2 — This latest memory article received far more engagement than I expected. Thank you to everyone who took the time to read it.😍
I wrote the public section in accessible language so…↗
Jul 10
PhotonBull — This would be so funny
Would also be a HUGE catalyst for the AI trade as it would be the final signal that capex is not being cut, that AI spend continues and that $META is in the…↗
Jul 10
Alphatica — Next time a major company IPOs or lists in a sector you follow, the playbook is documented.
Map the direct competitors and supply chain names in advance. The calendar tells you wh…↗
Jul 10
TheValueist — $NVDA $MU $SNDK $LITE I suspect the dispersion in returns of the GAI infrastructure trade compresses meaningfully in H2-2026. My gut tells me when that fully happens, and correlati…↗
TheValueist — $NVDA $MU $SNDK $LITE Watch the whole @semidoped video and read the follow-up below. Both excellent and great insight into how KV cache will be managed. @AccBalanced at @weka is de…↗
Jul 10
Kevin Maro — @Branson_LEE_ Yes, I'm making a post later, but I sold my $DRAM for $MU $SNDK , I also think $DISK is a better ETF after doing some research↗
Jul 10
Trade Whisperer — $MU $SNDK $SKHY Even if they signed 8-year deals, Wall Street Bears would still call them cyclical. Sell Micron at $260. Collect the credibility coupon. Walk away feeling smart.
I…↗
Jul 10
Midas — Never miss a 10x stock again.
@asymmetrix_xyz tracks where the smart money's actually moving - Leopold Aschenbrenner, Serenity, and other top traders so you're early, not late.…↗
Jul 10
TheValueist — $NDVA $MU $SNDK $LITE $SKHY $000660 EXECUTIVE CONCLUSION
Semi Doped is a semiconductor podcast launched in 2026 and hosted by Austin Lyons and Vikram Sekar. Sekar, who leads this…↗
Jul 10
Lando — They’ll say it was “obvious” in the end. Everyone says that after the move already happens
They said it with $MU, $SNDK, $NBIS, $MRVL, $AMD, etc
I know people are extremely conce…↗
TheValueist — $NVDA $MU $SNDK $LITE It is wild how they are collecting training data for physical GAI. This is a great quick watch, and it makes lots of sense.
The AI factory: the rewiring of I…↗
Jul 10
PhotonBull — Time for a fun day with $SKHY
Memory names like $SNDK $MU already starting to turn green after a rough open↗
Jul 10
CK Capital — $SNDK flips green ahead of $SKHYV IPO https://t.co/0OhxuMONwu↗
Jul 10
TheValueist — $NVDA $MU $SNDK $LITE My Analyst Agents have gotten so good that I almost always have them give me an initial first look before I read anything of consequence. One of the greatest…↗
Jul 10
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE CONCLUSION
The July 2026 Groundbreaker essay presents a sophisticated and highly investable tail-risk framework, but it overstates its empirical ce…↗
Jul 10
TheValueist — $NVDA $MU $SNDK $LITE This is a great read shared by @KevinBCook . The GAI infrastructure trade is fundamentally a financing story; it’s a highly capital-intensive industry. I agre…↗
Jul 10
InvestmentGuru — $SKHY just priced the largest-ever U.S. IPO by a foreign company — here’s the breakdown:
The deal: 177.9M ADRs priced at $149 each, raising ~$26.5B .
Why it’s huge: This tops A…↗
Jul 10
Wayne Liang — KOSPI is finally green…
Foreign investors were net buyers two days straight now, institutions stepped in hard too.
Also nice to see Samsung start to stabilize after the earnings-…↗
TheValueist — $NVDA $MU $SNDK $LITE Executive summary
The post is important because it frames AI infrastructure demand as broader than the usual hyperscaler and frontier-lab story. The author c…↗
Jul 9
InvestmentGuru — Bullish Calls Return to AI Semis: $MU, $SNDK, $AMD, $AVGO & $NVDA↗
Jul 9
Kevin Maro — For the record, I expect memory to continue rallying tomorrow. $SNDK $MU $DRAM↗
Jul 9
TheValueist — $NVDA $MU $SNDK $LITE Thank you!! If you are investing in any of the companies we write-up, I highly recommend you read them. They keep getting better!↗
Jul 9
Kevin Maro — Mentioned this to subs yesterday $SNDK https://t.co/LIxuPgKLxi↗
Jul 9
TheValueist — $NVDA $MU $SNDK $LITE What is amazing is that all of these new SOTA frontier models have still only been trained and inferenced on Blackwell generation GPUs. Rubin-based LLMs will…↗
Jul 9
Midas — Never miss a 10x runner again.
@asymmetrix_xyz tracks where the smart money's actually moving - Leopold Aschenbrenner, Serenity, and other top traders so you're early, not late.…↗
Jul 9
Midas — This isn't a whiteboard problem. It's live.
It's bleeding performance inside every enterprise AI cluster shipping right now.
$MU sells you raw DRAM. $SNDK sells you NAND. Neither…↗
Jul 9
Midas — Drop down a level. The memory chip layer.
$MU and $SNDK feed the HBM and NAND into every inference workload. This is where the sophisticated money went.
But hyperscalers already…↗
Jul 9
Midas — This AI bottleneck could be the next 10x runner like $SIVE, $MU and $SNDK.
Almost no one is talking about it.
Here it is:↗
Jul 9
Midas — Here are the top stocks I found using @asymmetrix_xyz which tracks insiders like Trump, Leopold Aschenbrenner, Serenity, etc:
$PLTR
$SMCI
$VRT
$SNDK
$MU
Save this post and follo…↗
Jul 9
TheValueist — https://t.co/FxJqM2QMAg via @YouTube
$NVDA $MU $SNDK $LITE GPT-5.6, CHATGPT 5.6, WORK, AND GAI INFRASTRUCTURE ANALYSIS
EXECUTIVE ASSESSMENT
The core investment conclusion is th…↗
TheValueist — $NVDA $MU $SNDK $LITE The new GPT-Live voice model is a solid improvement. The full-duplex capability is critical for natural language conversation and the growth of use cases.
Na…↗
Jul 9
TheValueist — $NVDA $MU $SNDK $LITE - These are smart people with oversight of 10s of thousands of employees in their portfolio companies. They are extracting value from LLMs. Anyone who thinks…↗
Jul 9
Kevin Maro — Did someone say "blood-green" memory stocks? $SNDK $DRAM $MU https://t.co/iDr9sXNegj↗
Jul 9
TheValueist — $NVDA $MU $SNDK $LITE The models will only keep getting better...↗
Jul 9
BULL OF BRITAIN — $SNDK is a $10,000 stock in a $2,000 stock's body.↗
Jul 9
TheValueist — $NVDA $MU $SNDK $LITE There are many teams around the world working on this exact solution. All great things for the GAI infrastructure trade. The scaffolding and routers will only…↗
Jul 9
PhotonBull — Pretty solid day so far
Memory being an obvious outperformer after the Korea session didn't nuke for once
$PENG is continuing it's run after the earnings release
$NBIS red here…↗
Black Panther Capital — Semis, memory, and datacenter sectors are wiring up again.
All you need to know:
> FUD will cycle in and out over the next couple of years.
> demand and shortages are real and s…↗
Jul 9
InvestmentGuru — MORNING MOVERS
Semis roaring back — AI demand + easing geopolitical fears lighting a fire under the whole space:
GAPPING UP
$MU +6.7% — $3B US supply-chain investment
$KLAC +5.…↗
Jul 9
Serenity — Nothing like an internal $META memo getting published.
Showing AI ramping as usual:
- LTAs signed with Samsung and $SNDK for memory
- LTAs signed with Sumitomo Electric for fiber…↗
Jul 9
BULL OF BRITAIN — So after we got royally fucked on semis, it turns out 3 days later $META do deals with $SNDK / Samsung for extra compute and announce the build on their own center in Canada.
If y…↗
Shay Boloor — $META has secured long-term supply deals with $SNDK for flash storage and Samsung for memory as it scales AI infrastructure.
Meta plans to deploy 7GW of compute this year and doub…↗
Jul 9
amit — WHY ARE THE SEMIS UP THIS MORNING?
Well…a hyperscaler called $META just reminded the market how much they are willing to spend on capex:
- Meta plans to double its AI computing c…↗
Jul 9
Midas — Many missed $MU at $100 before it PUMPED to $1000+ during the AI armsrace.
Everyone missed $SNDK at $30 before it PUMPED to $1000+ during the memory bottleneck.
Many will regret…↗
Jul 9
Midas — Never miss a 10x stock again.
@asymmetrix_xyz tracks where the smart money's actually moving - Leopold Aschenbrenner, Serenity, and other top traders so you're early, not late.…↗
Jul 9
TheValueist — $NVDA $MU $SNDK $LITE Agentic GAI and the Real Investment Edge: Reducing Bias and Workflow Friction
The most important takeaway from Annie Duke's talk is not simply that investors…↗
Jul 9
TheValueist — $NVDA $MU $SNDK $LITE Very impressive what Elon/@SpaceXAI accomplished, and it’s a race to the bottom among frontier model providers. With the mergers and IPO completed and the com…↗
Jul 8
Midas — You missed my call on $NBIS at $20 before it ran to $280+ from the neocloud hype.
In 2025, you missed $SNDK at $30 before it spiked to $1250 for the memory shortage.
Many will be…↗
Jul 8
Kevin Maro — Swapped to $DRAM $MU and still holding a lot of $SNDK - but WOOPS↗
Jul 8
Kevin Maro — Guess who sold most of his $SNDK trading position right before a $50 pump… 😂🤦♂️ https://t.co/kSGrIWvDD8↗
Jul 8
Midas — Missed this one? Don't miss the next.
@asymmetrix_xyz tracks where the smart money's actually moving - Leopold Aschenbrenner, Serenity, and other top traders so you're early, not…↗
Jul 8
TheValueist — $NVDA $MU $SNDK $LITE THE LANGCHAIN-NVIDIA NEMOCLAW READ-THROUGH
https://t.co/gZnkKiw7gX
EXECUTIVE CONCLUSION
The LangChain/NVIDIA NemoClaw Deep Agents Blueprint should be inter…↗
Jul 8
Kevin Maro — Prediction: Memory ( $DRAM, $MU, $SNDK, etc) will be blood-green tomorrow, as South Korea bids up Sk Hynix $SKHY before it's IPO Friday.↗
Jul 8
mon — Great day so far.
- $PENG smashed it. Currently +25%.
- Data center stocks are up across the board.
- $WYFI & $WULF +11%, $NBIS +9% & $IREN +7%.
- Memory stocks starting to…↗
Jul 8
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE SUMMARY
The 07/08/2025 to 07/08/2026 daily local-currency correlation matrix shows a common-factor-dominated TMT, semiconductor, AI infrastructure,…↗
Jul 8
Alex A.C. — "Phison's CEO Pan Jen-cheng stated that NAND storage demand is showing strong growth as AI infrastructure expansion continues and generative AI transitions from the training phase…↗
Jul 8
TheValueist — $NVDA $MU $SNDK $LITE $GEV Below is the correlation matrix of my key GAI infrastructure trades: 1) sorted by correlation to NVDA 2) sorted by correlation to MU 3) sorted by correla…↗
Jul 8
PhotonBull — And the market goes green
Very good sign to see a premarket dip and bottom so far, with a red to green move on $QQQ and many names like $NBIS $SNDK $MU $DRAM https://t.co/SZTwXg0R…↗
Jul 8
TheValueist — @gabepereyra @lawheroezV2 $NVDA $MU $SNDK $LITE Take a blank public-to-public purchase agreement template and calculate how many tokens it takes to recreate the final filed documen…↗
Jul 8
TheValueist — $NVDA $MU $SNDK $LITE Strongly recommend learning about NVDA Dynamo if you are not familiar with it. Write-up below.
https://t.co/bHjyQ3GVR8↗
Jul 8
Trade Whisperer — $MU $DRAM $SNDK $SKHY
"Memory makers have notified customers of another 20%-30% increase in DRAM contract prices for Q3, while NAND Flash contract prices are set to climb 35%-40%.…↗
Jul 8
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48
Daniel & I will be live today at 1PM ET exclusively on the Futurum Equities YouTube channel covering:
• Is the memory trade over for $MU, $S…↗
Jul 8
InvestmentGuru — Rotation back to AI infrastructure play
$MU
$SNDK
$NBIS
$CRDO
$MRVL
$AVGO
$MRVL
$CRWV↗
Jul 8
TheValueist — $NVDA $MU $SNDK $LITE Tom @no_stp_on_snek is an outstanding account to follow if you want to understand what people are doing with OSS LLMs. He gives a detailed analysis of the var…↗
Jul 8
Mike Investing — Don’t chase $MU & $SNDK after their recent 3,000%+ runs…
There are 5 stocks you should buy instead that have similar upside potential:
1. $ZETA ~ Zeta Global
2. $FCEL ~ Fuelcell…↗
Jul 8
TheValueist — $NVDA $MU $SNDK $LITE This earnings season, my primary objective is to identify the earliest signs of structural fatigue in the GAI infrastructure trade. Idiosyncratic outperforman…↗
Jul 8
TheValueist — $NVDA $MU $SNDK $LITE Music to my ears. We need more tangible demonstrable token consumption in addition to coding. I have no doubt many more industries will follow and the GAI inf…↗
Jul 8
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. U.S. Central Command forces have begun launching powerful strikes against Iranian targets in response…↗
Jul 7
TheValueist — $NVDA $MU $SNDK $LITE Everyone’s getting in on the action. Jehovah’s Witnesses Bought a Data Center from Kyndryl Inc. But Will Not Say What It Plans to Do With the Facility
https:…↗
Jul 7
Alphatica — @antibearthesis All noise. Today is profit-taking after the best 8-month run in memory sector history looking for a catalyst.
$MU $SNDK↗
Jul 7
Alphatica — @TrendSpider Today is profit-taking after the best 8-month run in memory sector history looking for a catalyst. A 1.7% revenue miss on a company with 52% operating margins and 1,81…↗
Jul 7
Alphatica — @BullTheoryio Samsung printed the largest single-quarter profit any tech company has ever reported. Revenue missed by 1.7%. The market erased $181 billion across memory stocks in r…↗
Jul 7
Alphatica — Samsung just reported Q2 preliminary results. Revenue missed. Operating profit beat. The memory complex sold off anyway.
The numbers: Q2 revenue KRW 171 trillion, 0.7% below conse…↗
Jul 7
Michael | Hypermarkets — 200%-500% news triggers:
$MU — HBM4 ramp for $NVDA Rubin and tightening DRAM supply drive memory pricing power higher → ~late Sept 2026 (FQ4 earnings); HBM4 ramp runs H2 2026
$SN…↗
Jul 7
AlmaCap — Amazon raising $25bn:
"https://t.co/3ZDcj7YL6C is looking to raise at least $25 billion through a U.S. dollar bond sale, Bloomberg News reported on Tuesday, in the company's late…↗
Jul 7
TheValueist — $NVDA $MU $SNDK $LITE Legal billing rates will be compressing. Wherever you see GAI-related deflation, a portion of that pre-existing profit pool is being captured by the GAI infra…↗
Serenity — Just putting it out there:
If everything crashes together from $NBIS, $MRVL, $INTC, $SNDK, $AMD, $SIVE, $MU, $LITE, and others...
Which are all down -4% to -10%+ today so far.…↗
Jul 7
Alex A.C. — I'm seeing HUGE amount of Panican Nonsense -PN- out there lately due to the recent underperformance of the HIGH QUALITY AI names, say, $SNDK , $MU , $LITE , $AMZN and other ones ve…↗
Jul 7
Lando — I officially bought a piece of $SNDK, only cost $110 🤣🤣 https://t.co/yWkMTZlJgn↗
Jul 7
InvestmentGuru — Silicon-to-Substation: 5 Themes Built for the Long Run
Photonics / Optical Interconnects The bottleneck is shifting from compute to data movement. Co-packaged optics fixes that. $…↗
Jul 7
Wayne Liang — Samsung reported the highest quarterly operating profit any tech company has ever seen...
Passed both $NVDA and $AAPL.
> 89.4T won operating profit (~$58B), +1810% YoY
> Revenue…↗
Jul 7
Michael | Hypermarkets — Leopold Aschenbrenner bought in Oct 2025:
$BE at $85 now up 410%
$NBIS at $90 now up 330%
$SNDK at $140 now up 1700%
Leopold will buy $SKHY SK HYNIX at this price:↗
Jul 7
Alex A.C. — Investing firm Nomura 🇯🇵 estimates for Data Centers and Memory, from some days ago
I'm still shocked they forecast an AI Data Center (AI only!! excluding the "traditional" ones)…↗
Jul 6
TheValueist — $MU $SNDK $STX $WDC selling off post on Samsung print is moronic, and an indication of how come I am so steadfast in taking on bullish GAI exposure via long dated calendar spreads.…↗
Jul 6
Midas — Don't miss the next 10x Stock like $SIVE, $MU, and $SNDK:
Use code: "10XSTOCKS" for 50% off on
@asymmetrix_xyz (valid till end of July).
Here's what Asymmetrix does:
1) Scans al…↗
Jul 6
Midas — He called $SIVE | $MU | $SNDK | $NBIS | $AXTI
These aren't random picks.
They're all solving critical bottlenecks in the AI trade:
Memory
Photonics
Neoclouds
The pieces of the…↗
Jul 6
Midas — My Guide to Finding 10x Multibagger Stocks like $SIVE, $MU, and $SNDK.
Here it is:↗
Jul 6
TheValueist — $NVDA $MU $SNDK $MU I am highly comfortable saying that the majority of what you read on X is FUD, has no bearing on long-term stock prices, or is simply wrong.
-----------------…↗
Jul 6
Black Panther Capital — One year ago:
$INTC $22. Today $125.
$MU $199. Today $1000.
$SNDK $45. Today $1800.
Lesson:
> Put your money to work.
> Do nothing. NOTHING! Dont f. touch it!
-BP
Not fin…↗
Jul 6
Alex A.C. — Look at this guys 😱 Japanese analyst firm Nomura 🇯🇵 estimates that Memory CAPEX for 2030 will be HIGHER than AI Data Center CAPEX (consensus figure)
$2.6T (Memory) vs $1.8-2…↗
Jul 6
Michael | Hypermarkets — 1. $DRAM calls January 2028 $110 strike for $15
One ticker gives you the entire memory supercycle: $MU, $SNDK, SK Hynix, Samsung. Instant diversification so a small account isn't…↗
Jul 6
Michael | Hypermarkets — You do not have to buy all of these stocks! Pick your top 3. These are all the leaders in AI, space, energy and robotics:
$MU (~$977) — HBM memory is AI's core bottleneck; every G…↗
Jul 6
Dustin — THIS IS INSANE
I may have just found the next 10x stock like $SNDK / $MU and no one has talked about it yet.
Just like I found:
- $ONDS at $1
- $NBIS at $20
- $RKLB at $16
I’…↗
Jul 6
Wayne Liang — Anyone who bought AI infra/neocloud during the selloff is probably about to get paid.
No fundamentals have changed. HBM is still sold out, backlogs are still growing.
That $NBIS…↗
Jul 6
Serenity — Nomura’s report cites $AXTI and $IQE as the leading players.
Then regarding ASP updates:
- 2in InP substrate price hike 42-76%
- 3in InP substrates price hike 78%
- 2in EML Epiw…↗
Jul 6
InvestmentGuru — Semis & AI Infra Stocks Rally Overnight
Strong broad-based move across memory, optical, and semiconductor names in overnight trading.
Memory / Storage
$SNDK jumps ~10%
$MU +7%…↗
Jul 5
TheValueist — $NVDA $MU $SNDK $LITE If the issue is technical/rack-scale complexity rather than demand, it is long-term bullish for NVDA’s moat.
The key distinction:
• [INFERENCE, High] STRATE…↗
Jul 5
Trade Whisperer — $MU $DRAM $SNDK Total memory revenue
$2,625 billion by 2030
14x growth. Six years.
Commodities do not grow 14x in six years. Foundational AI Infrastructure does.
Stop asking whe…↗
Jul 5
TheValueist — $NBIS $NVDA $MU $SNDK $LITE We use Clickhouse. The amount of telemetry, observabilty, and log data my Analyst Agents create is staggering. A significantly larger volume than I expe…↗
Jul 5
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $TSLA 4.5x
• $SPCX 3.8x
• $GOOGL 2.9x
•…↗
Jul 5
Serenity — Just some consolidated updates on memory:
- $MU leads new 1.5T Yen investment in Hiroshima ~$9.3B. (bullish read through for Disco, Advantest, Resonac, Towa) since capex is loca…↗
Jul 5
Jukan @COMPUTEX — According to a new review of the ThinkBook 14 G9 by Notebookcheck, Chinese PC maker Lenovo has, for the first time, begun shipping globally configured laptops equipped with YMTC-ma…↗
Jul 5
TheValueist — $2317 $NVDA $MU $SNDK $LITE EXECUTIVE TAKEAWAY
Hon Hai’s June 2026 revenue release is materially positive for the top-line trajectory, the AI infrastructure mix shift, and 2H26 op…↗
Jul 5
Michael | Hypermarkets — 24 stocks ON SALE right now and will break all time highs by Jan 1.
🔴 Micron $MU -22.3%
🔴 SanDisk $SNDK -25.9%
🔴 Western Digital $WDC -32.6%
🔴 Arm Holdings $ARM -30.4%
🔴 Inte…↗
Jul 5
TheValueist — $2317 $NVDA $MU $SNDK $LITE - Did you think it would be any different?
—————
(Bloomberg) -- Nvidia Corp.’s server assembly partner Hon Hai Precision Industry Co. reported a bigger-…↗
BULL OF BRITAIN — Remember guys you can literally sub to the guy with this track record!
$AXTI@$13
$SNDK@$200
$PLTR@$24
$VNP.TO@$18 (First person on X to post it)
$AAOI@$60
$MIRAE@$18,000KRW (fi…↗
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +635%
2. $AAOI +247%
3. $AEHR +247%
4. $AXTI +246%
5. $MU +242%
6. $INTC +226%
7. $PENG +214%
8. $DELL +213%
9. $WDC +213%
10. $TWS…↗
Jul 4
TheValueist — $NVDA $MU $SNDK $LITE I want to be the @michaeljburry of the bullish calendar spread GAI infrastructure trade. https://t.co/BLgqg3VQtm↗
Jul 4
CK Capital — The market is near all time highs.
But look at some of your favorite stocks.
$NVDA. ATH $236. Now $194. Down 18%.
$META. ATH $795. Now $584. Down 27%.
$TSLA. ATH $498. Now $39…↗
Jul 4
TheValueist — $NVDA $MU $SNDK $LITE You must understand China’s domestic GAI policy ecosystem if you’re investing in the GAI infrastructure trade. Read/watch/listen to what I shared, or find you…↗
Jul 3
Trade Whisperer — Historians will call this Year 1 of the Age of AI Cognitive Capacity. The rest of the market still calls it "the memory cycle."
That gap is the trade.
$MU $DRAM $SNDK $SKHY↗
Jul 3
PhotonBull — Sandisk $SNDK and Micron $MU recovering nicely in European markets too https://t.co/jmCpXQlA20↗
Jul 3
PhotonBull — I feel like this name is still underlooked by a lot of memory holders/bulls
If you like $MU, $SNDK or $DRAM make sure to check this article out!
$KXIAY↗
Jul 3
Michael | Hypermarkets — 1. $NVDA (Nvidia)
Higher tokens/sec/GPU makes each GB300 more valuable per dollar spent better effective ROI for buyers, which reinforces continued capex cycles and pricing power.…↗
Jul 3
Alex A.C. — Read the chart again guys. Investing firm Nomura 🇯🇵 forecasts that Memory Revenue from Data Centers by 2030 will be..... x3 the one of 2026 !! 🔥🔥
Choose your way wisely:
- Lo…↗
Jul 3
TheValueist — $NVDA $MU $SNDK $LITE One of the most valuable features of using LLMs in investment research is that it significantly speeds up how quickly I can change my mind. Within 24 hours, o…↗
Jul 3
Michael | Hypermarkets — The biggest bottleneck of AI is memory right now.
Memory stocks like $SNDK spiked 4661% already.
Here's the bottleneck company for robotics: https://t.co/di5fTLNdQL↗
Jul 3
TheValueist — $NVDA $MU $SNDK $LITE The same question I ask about stocks can be applied to industries. What will cause new data center builds to drop by 20% in 2027, 2028, 2029, 2030? Think thro…↗
Trade Whisperer — Global Data Center memory capex ALONE is projected at $1.4 Trillion by 2030. Non-DC capex is excluded.
Go ahead. Short $MU $DRAM $SNDK.
The math doesn't care. https://t.co/bJegfRb…↗
Jul 3
TheValueist — $IREN giving off $SMCI vibes. Separately, I love this new feature in the BBG mobile app. When you search for something in the main search bar, it automatically populates relevant b…↗
Jul 3
TheValueist — $285A $SNDK $MU $000660 $005930 (Bloomberg) -- Kioxia Holdings Corp. has started shipping samples of its next-generation flash memory chips to AI data center operators, seeking to…↗
Jul 3
TheValueist — $NVDA $MU $SNDK $LITE I hope people realize, structurally, this never ends. Data centers will continue to be built indefinitely globally into the future. There might be political s…↗
Jul 3
Midas — If you missed the huge run on $SIVE at $1, $MU at $100, or $SNDK at $30 - this article is a MUST READ:↗
Jul 3
Midas — If you missed the huge run on $SIVE $MU $NBIS $IREN $SNDK- THIS IS A MUST READ↗
Jul 3
Alphatica — SPY closed flat today. Flat.
But $MU and $SNDK sold off so the entire timeline decided the bull market is over.
The index did not move. A handful of names rotated. And half this…↗
Jul 2
TheValueist — $NVDA $MU $SNDK $LITE Thank you for being a subscriber and for your support! There is almost always an Executive Summary lead paragraph in everything I share, and you can start the…↗
Jul 2
TheValueist — $NVDA $MU $SNDK $LITE Momentum, especially GAI-related, is getting rocked multiple days in a row. One of the key reasons I have been such a strong advocate for using long-dated cal…↗
Jul 2
Midas — Here are the top stocks I found by using @asymmetrix_xyz which can spot AI bottlenecks in seconds:
$PLTR
$SMCI
$VRT
$SNDK
$MU
If this helped you out, follow me for more.↗
Jul 2
Serenity — Always a fun time seeing semi markets crash from Bloomberg report framing once again…
UBS analyst on $META report: “this is not new news”.
Regardless:
$AEHR down -18.3%
$AAOI do…↗
Jul 2
TheValueist — $NVDA $MU $SNDK $LITE Great write-up on real world impact of NVFP4 quantization. Quantization and its various flavors are subjects you certainly want to understand if you are inves…↗
Jul 2
NoLimit — Sometimes the signals are just sitting there in plain sight and people still ignore them.
$SNDK 📉 https://t.co/FMaFUCVtf7↗
Jul 2
Serenity — @MosheFeins48329 After $AXTI went from $13 to $140, somewhere along the way up they had a massive float expansion along with dilution.
Which it got approved, so as I mentioned be…↗
Jul 2
Midas — Semiconductor stocks are getting DESTROYED today:
$SNDK -13%
$AAOI -17%
$MU -6%
Few understand why is this happening.↗
Jul 2
Shay Boloor — Semiconductors are extending their pullback for a second straight day:
• $AAOI -17%
• $SNDK -14%
• $KLAC -13%
• $AMKR -12%
• $MRVL -10%
• $COHR -10%
• $LITE -9%
• $CRDO -8%
• $AR…↗
Jul 2
The Assembly — Semis are getting absolutely smoked today.
$SOXX -6%
$SNDK -13%
$AAOI -16.7%
$MU -5.9%
You know why this is happening, right? https://t.co/MEm9clNYDQ↗
Jul 2
Michael Sikand 🦑 — 2) SanDisk - $SNDK
The only pure play NAND flash on a US exchange, and storage sits under every AI workload. Q3 revenue hit $5.95B, up 251% YoY, at a 78.4% gross margin. They repa…↗
Jul 2
Michael | Hypermarkets — South Korea's stock market crashed -8.5% overnight.
SK Hynix and Samsung led the bleed, hit by an AI semiconductor selloff and Korea's hottest inflation print since Dec 2023.
$U…↗
Jul 2
TheValueist — $NVDA $MU $SNDK $LITE I am seeing many instances of people reporting solid success with @NousResearch Hermes Agent Mixture of Agents. All great things for OSS LLMs and the GAI infr…↗
Jul 2
TheValueist — https://t.co/favhUcChle
$NVDA $MU $SNDK $LITE EXECUTIVE INVESTMENT VIEW
Analysis shows that Qwen3.6-35B-A3B and NVIDIA’s nvidia/Qwen3.6-35B-A3B-NVFP4 checkpoint are best interpre…↗
Jul 2
PhotonBull — One of the guys on X with a really deep understanding of memory stocks like $SNDK $MU $DRAM SK Hynix and Samsung
Putting out excellent research and stress tests here
Make sure to…↗
Jul 2
Alphatica — This is the forward math on MU. The volatility is the price of admission. We have the numbers down to the decimal. The earnings trajectory supports $1,900 by December, assuming no…↗
Jul 1
TheValueist — $PLTR $NVDA $MU $SNDK $LITE Watch this CNBC piece with Alex Karp.
https://t.co/sbKV0zex6X↗
Jul 1
TheValueist — $NVDA $MU $SNDK $LITE One of the best parts of X API/xurl is that it essentially makes X headless. I don't need to constantly get bombarded with information, relevant or irrelevant…↗
Jul 1
Shay Boloor — Semiconductors pulling back today after reports that $META is developing “Meta Compute” to sell access to excess AI compute:
• $KLAC -11%
• $SNDK -11%
• $AMAT -10%
• $MU -10%
• $…↗
Jul 1
Martin Shkreli — this is just a beta selloff for $MU and $SNDK -- there is a @vector__news story out that explains plainly why $META is not going to be renting out cloud compute anytime soon. if th…↗
Jul 1
PhotonBull — Why I would buy $AAOI over $NBIS here is purely sentiment (though I think both are a really good dip buy here!)
I think this $META news is interpreted wrong by the market. I don't…↗
Jul 1
TheValueist — https://t.co/YP4rcCbEbh
$NVDA $MU $SNDK $LITE As much as I dislike some of the things that @SemiAnalysis_ publishes and provides "hot takes" on, this is a damn impressive intervie…↗
Jul 1
TheValueist — $NVDA $MU $SNDK $LITE This is a key reason companies will begin migrating in force to OSS LLMs and ablated models. If I work at $GS or $LLY , for example, I damn well don't want to…↗
Jul 1
TheValueist — $META $NVDA $MU $SNDK $LITE Meta's AI Pivot: From Internal Infrastructure to Cloud Monetization.
Recent reports examine Meta's strategic shift from using its massive AI infrastruc…↗
Jul 1
Alex A.C. — This, sires, is Market Manipulation at its highest clown mode by the giga sh^tty media Clownberg 🤡
Enjoy the discount in $NBIS $MU $SNDK and other names.
If you really has consi…↗
Jul 1
TheValueist — $META $NVDA $MU $SNDK $LITE EXECUTIVE ASSESSMENT
The Bloomberg report is strategically material because it changes the interpretation of Meta’s AI infrastructure buildout from a l…↗
Jul 1
TheValueist — $NVDA $MU $SNDK $LITE $PLTR I agree with this take and believe many companies will eventually see it the same way. Once they have rebuilt and ablated an OSS LLM (e.g., GLM 5.2), th…↗
Jul 1
TheValueist — $NVDA $MU $SNDK $LITE I Bluetoothed up my Shokz running headphones to my computer so I could use my @WisprFlow dictation app more effectively. It is like my brain is literally plug…↗
Jul 1
TheValueist — $NVDA $MU $SNDK $LITE *TRUMP: WE COULD HAVE 50% OF CHIP MARKET BY TIME I LEAVE OFFICE↗
Jul 1
TheValueist — $META $NVDA $MU $SNDK $LITE *META IS BUILDING A CLOUD BUSINESS TO SELL EXCESS AI COMPUTE
The demand for intelligence is infinite.
https://t.co/KcIVfOpQvL https://t.co/GdXuXC1FbW↗
Jul 1
TheValueist — $NVDA $MU $SNDK $LITE This Fable/Mythos deregulation is bullish for the GAI infrastructure trade over.
I will repeat what I previously said: when the SOTA frontier labs and close…↗
June 2026 · 547 mentions
Jun 30
TheValueist — $SNDK $MU $INTC $WDC EXECUTIVE OVERVIEW
The MarketWatch/LSEG dataset describes an H1 2026 U.S. equity market with moderate headline index appreciation, extreme single-stock disper…↗
Jun 30
PhotonBull — Nice rallies so far, little later than I thought but still played out nice
$BE $SNDK $CRDO $NBIS↗
Jun 30
TheValueist — $NVDA $MU $SNDK $LITE Differentiated Intelligence: Scaling Expert Judgment Through Financial Model Customization. Learnings from Bridgewater and Thinking Machines.
Research from B…↗
Jun 30
TheValueist — $NVDA $MU $SNDK $LITE THE REAL LESSON FROM THINKING MACHINES AND BRIDGEWATER'S EXPERT-JUDGMENT MODEL
The most important takeaway from Thinking Machines and Bridgewater's article i…
May 2026 · 181 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…↗
Midas — Missed $SIVE at $1? $SNDK at $3? $MU at $100?
That's what happens when you find 10x stocks after they move.
I built @asymmetrix_xyz so you never miss another one.
Check it out h…↗
TheValueist — $NVDA $MU $SNDK $LITE The Two Harvard Dropouts Who raised $800M to take on NVIDIA https://t.co/8HtKl3jWfo via @YouTube↗
Jun 30
Trade Whisperer — $MU $SNDK $AMD $INTC $ARM $QCOM
"ByteDance Reportedly Eyes Next-Gen In-House CPU for 2H27 Mass Production."
The barrier for CPU? Clearly not as high as memory.
Meanwhile at 86%…↗
Jun 30
TheValueist — $NVDA $MU $SNDK $LITE Etched’s Jun 30, 2026 stealth-exit announcement is a materially stronger signal than the company’s 2024 Sohu launch because it moves the story from pre-produc…↗
Jun 30
Trade Whisperer — $MU $DRAM $SNDK 6th type of idiot showed up today: "China will flood the memory supply."
Flood it with what? A drought?
Sanctions have cut off access to cutting edge equipment.…↗
Jun 30
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE TAKEAWAY
Etched’s Jun 30, 2026 stealth-exit announcement is a materially stronger signal than the company’s 2024 Sohu launch because it moves the s…↗
Jun 30
TheValueist — $NVDA $MU $SNDK $LITE INVESTMENT COMMITTEE TAKEAWAY
LongCat-2.0 is best interpreted as a strategic systems-engineering event rather than a conventional model-release event. The re…↗
Jun 30
Michael | Hypermarkets — 4 reasons this could be a major week:
1. Passive ETF inflows. Once SK hynix lists, index funds and ETFs tracking US semiconductor benchmarks may be forced to buy shares, creating…↗
Jun 30
Michael | Hypermarkets — $SKHY will trade on NASDAQ on July 10, 2026:
MAKE SURE TO HOLD $MU $WDC $DRAM $SNDK before July 9.
A super explosion will happen that week for memory explained: https://t.co/yA1…↗
Jun 30
TheValueist — $NVDA my 3rd-largest delta-dollar position in the book, behind $SNDK (1) and $MU (2). The exposure is primarily expressed through a long-dated calendar options structure: short 1/1…↗
Jun 30
TheValueist — $GLW absolutely rerating AGAIN. If you have been following me for some time, you know GLW has been one of my core longs, outside of $NVDA $MU $SNDK $LITE , since the middle of last…↗
Jun 30
tae kim — Bernstein raises $SNDK PT to $3,000 from $1,700: "While these LTA’s do not completely remove risk of future downcycles, they do significantly alleviate downside risk .. We increase…↗
Jun 30
rubicon59 — This recent $DRAM FUD shall soon be a distant memory. $MU $HY9H $SNDK $KXIAY↗
Jun 30
InvestmentGuru — Memory/ storage play will continue to be a winner in this market
$MU
$SNDK
$INTC
$AMD
$ARM https://t.co/Yct3WaviHa↗
Jun 30
Michael | Hypermarkets — $AEHR — Reports Jul 21 ✅
Revenue: $10.3M vs Est. $10.8M ❌ | EPS: -$0.05 vs Est. -$0.07 ✅
Q4 FY2026 Guidance: Revenue $25M–$30M | Return to profitability expected
🔴 Beat estimat…↗
Jun 30
Michael | Hypermarkets — BOOKMARK this and go back to it so you know which are the most important dates.
I shared with you my top 5 already! Make sure you wrote those down:
$MU $SNDK $WDC $BE $AMD $INT…↗
Jun 30
Trade Whisperer — $MU Two firms at $2,000. Phillip Securities at $1,870.
And no, these are not $SNDK targets.
Holy Structural $DRAM Shit Continues https://t.co/prjf0Q9VF1↗
Serenity — @gurukid5995 Markets tend to rotate from bottleneck to bottleneck.
Memory from $SNDK to $MU was the market's main focus this month, while optical names like $AAOI corrected.
I th…↗
Jun 29
TheValueist — $NVDA $MU $SNDK $LITE I’ve shared a fair bit on model routers. This is a different and also beneficial approach to drive utility out of OSS LLMs. Run the same task 3x (or more) thr…↗
Jun 29
TheValueist — $NVDA $MU $SNDK $LITE Interestingly, they went with Infiniband rather than Spectrum-X Ethernet.↗
Jun 29
AlmaCap — Routes around the memory tax are apparently more memory?!? 😂
> HBF = well this is just a different form of memory and it’s made from NAND which is in a severe shortage already…↗
PhotonBull — Korea about to take $DRAM $SNDK $MU 5% higher overnight btw↗
Jun 29
Kevin Maro — Memory stocks ( $DRAM $MU $SNDK ) have to be the closest examples of "perfect stocks" right now.
- Undervalued even after a monster run
- Growing faster than $NVDA in 2024
- Has a…↗
Jun 29
Alphatica — @ayrton_graham We think the current movement makes sense. They are getting ready for the next leg up. $MU $SNDK↗
Jun 29
Alphatica — $MU Starting to see action in the dark pool. They are buying the dip.
$DRAM $SNDK https://t.co/ZugGk4PWFC↗
Jun 29
CK Capital — Wow. $MU $SNDK https://t.co/f1Neutr7vf↗
Jun 29
TheValueist — $NVDA $MU $SNDK $LITE I love the MU action this morning! Come back to my write-ups on deploying GLM 5.2 a year from now and look at where the MU stock price is. You must be willing…↗
Jun 29
TheValueist — https://t.co/w9lFLD2BER
https://t.co/533GDSf9nI
$NVDA $MU $SNDK $LITE The other truth about OSS LLMs is that they make pompous, self aggrandizing people like this guy irrelevant…↗
Jun 29
Trade Whisperer — $MU $DRAM $SNDK Holy Shit
Now even Chinese CSPs are lining up for Long Term Agreements.
A small excerpt from what I shared on Patreon. From a private industry research firm:
"Mo…↗
Jun 29
InvestmentGuru — Overnight Movers:
Optical communication rebounds:
• $GLW +3%
• $CRDO +2%
Memory stocks continue to recover:
• $MU
• $SNDK
• $WDC
• $STX
(All +1%+)
$CBRS +6% after last week’s 2…↗
Jun 29
InvestmentGuru — AI semis trading at a discount — the PEG ratio doesn’t lie
While everyone chases momentum, the growth-adjusted value is sitting right here:
$AMD ~0.8x
$CRDO ~0.7x
$NVDA ~0.7x
$M…↗
Jun 28
TheValueist — $NVDA $MU $SNDK $LITE NVDA sitting at the 200dma is a damn gift. We have learned so much that is incrementally bullish on the stock since the last print. It dropped to my 3rd large…↗
Jun 28
PhotonBull — The next memory trade is still memory
As long as the stocks are still trading at low multiples and the demand remains, there is no need to overcomplicate it
Long $MU $SNDK $DRAM↗
Jun 28
PhotonBull — Doubt it will be down at all now after the planned peace talks and strikes are being halted again
Kind of unfortunate as I was planning to make some big buys on this headline if i…↗
Jun 28
PhotonBull — New peace talks according to Axios
They will always save the market when they have to, so thanks for that
Overnight action will be interesting here as some of the large winners t…↗
Jun 28
The Future Investors — $MU $HXSCL $SNDK Memory prices are expected to surge as AI-driven demand and tight supply persist, with Jefferies forecasting +40–50% in Q3 2026 and +30–40% in Q4. The firm sees li…↗
Jun 28
Trade Whisperer — $MU $DRAM $SNDK Nobody is talking about Micron's Automotive/Embedded segment.
71% QoQ growth. $2,708M to $4,634M in one quarter.
L2+ vehicles require 5x the memory of an average…↗
Jun 28
AlmaCap — Memory investors receiving a dopamine bomb this weekend. Cheeky DMs from Kawz and BullofBritain today:
> @BULLOFBRITAIN: BLOOMBERG: AI SALES START TO JUSTIFY DATA CENTER SPENDING…↗
Jun 28
CK Capital — Crazy how $MU and $SNDK closed red on the week. https://t.co/BMTDsEFUuC↗
Jun 28
TheValueist — $NVDA $MU $SNDK $LITE If you are investing in the GAI infrastructure trade, the write-ups in this thread are worth reading closely. No other investor on FinX is standing up their o…↗
Jun 28
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $ALAB ~3.6x
• $INTC ~2.7x
• $LRCX…↗
Jun 28
Trade Whisperer — $MU $DRAM $SNDK Five types of idiots showed up today on X.
Type 1: Thinks this memory rally is driven by $AAPL, consumers and iPhones. This rally has nothing to do with consumers.…↗
Jun 28
InvestmentGuru — The market just handed us a masterclass in thesis validation.
The top performers of 2026 aren’t random. They’re a roadmap.
Memory $SNDK. $MU. $WDC. Three names. One theme. The wor…↗
Jun 28
mon — I think we could see a robotics stock have a $SNDK moment.
$OUST could be that stock.
The market cap is only $2.6 billion, which is small in the context of a trillion-dollar robo…↗
Jun 28
TheValueist — $NVDA $MU $SNDK $LITE GLM-5.2 NVFP4: VLLM VS SGLANG ENGINE COMPARISON
KEY FINDINGS
The GLM-5.2 NVFP4 benchmark supports a regime-specific conclusion rather than a universal engin…↗
Jun 28
TheValueist — $NVDA $MU $SNDK $LITE A major incremental use case for open-source and open-weight LLMs is the ability to run controlled ablations across the model stack. In this context, ablation…↗
Jun 27
TheValueist — https://t.co/nWMR3bAG59
$NVDA $MU $SNDK $LITE This is critical reading and understanding for the GAI infrastructure trade. LiteLLM is a core piece of the router infrastructure tha…↗
Jun 27
Frenchie — Le trade sur l'IA est-il mort ? (Je vous préviens c'est un mega tunnel)
>Non
Mais pour la première fois, ce n'est plus la bonne question, et il faut faire un petit voyage dans le…↗
Trade Whisperer — $MU $DRAM $SNDK Bank of America just put out their 2030 semi TAM.
$1.96T total.
$900B is memory. Nearly half.
And this is almost certainly outdated. It's not pricing in the Agent…↗
Jun 27
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +781%
2. $AEHR +355%
3. $AXTI +329%
4. $MU +297%
5. $AAOI +289%
6. $INTC +248%
7. $WDC +240%
8. $PENG +218%
9. $TWST +215%
10. $MRV…↗
Jun 27
TheValueist — $NVDA $MU $SNDK $LITE INVESTMENT VIEW
DeepSpec and DSpark are best characterized as an inference-efficiency and serving-stack release, not a new frontier-model capability release.…↗
Jun 27
Daave “3 and 30” Tepper — @rubicon59 Pub market or private?
Assume listed cos only, rules out new tech solutions as an expression.
That leaves:
Dram oligop: more hbm wafer capacity or
new hbm stacking tec…↗
Jun 27
PhotonBull — Could this be a DeepSeek moment for memory stocks👀
We know what to do here if it dips more
$MU $DRAM $SNDK https://t.co/yVJ4Eev0ju↗
Jun 27
Trade Whisperer — $MU $SNDK $DRAM
Lenovo: memory prices are the "new normal" into 2030.
Apple: MacBook and iPad prices already raised.
Xbox: citing 2.5x memory cost surges. Another doubling by fa…↗
Jun 26
PhotonBull — Enjoy the well deserved weekend guys
Rough week but I think the worst is behind us for now.
Curious what everyone's dip buying strategies are here?
Personally I like to go for t…↗
Jun 26
BULL OF BRITAIN — https://t.co/BzMQfObTU0
Finally got subscriptions approved.
Tldr - I’ll use it as a real time notebook.
The research, the macro analysis, and the high conviction theses I'm ac…↗
Jun 26
PhotonBull — TLDR: Names like $SNDK $MU went up too much so large holders have to rebalance their portfolios and are forced to sell some
Anytime someone is forced to sell shares into a red day…↗
Jun 26
PhotonBull — Seeing some confusion about the price movements at the last 10 minutes or so
$SNDK for example had quite a steep drop (3.5%)
This is due to the rebalancing at the end of the qua…↗
Jun 26
TheValueist — $NVDA $MU $SNDK $LITE My Analyst Agents are damn good.
-----------------
Short answer: versus the true non-quantized/base GLM-5.2 checkpoint, NVFP4 cuts the model-weight HBM footpr…↗
Jun 26
Black Panther Capital — Something is not adding up here? 🤫
Don’t own US Stocks… Okay….
I’ll sell my $IREN $NBIS $AAOI $RKLB $GOOG $MU $META $AMZN $SNDK if you say so….
…But let me first check your por…↗
Jun 26
TheValueist — $NVDA $MU $SNDK $LITE Actually decent naming convention finally. They will only keep getting better.↗
Jun 26
Trade Whisperer — $SNDK Fib 0.5 keeps rejecting price but the rally keeps coming back to retest it. Six weeks straight. Like a magnet.
And the rally does NOT stop until Pink-Red candles.
300+ char…↗
Jun 26
Trade Whisperer — $MU 8.1x $SNDK 11.5x 🤷♂️
"We now expect supply-demand conditions for both DRAM and NAND to remain tight BEYOND calendar 2027." -Micron Earnings https://t.co/jnKvLqR7B3↗
PhotonBull — This guy shares a lot of great charts and ideas for free
Love some of his picks like $ASTS, $NBIS and $SNDK
Make sure to give him a follow!↗
Jun 26
TheValueist — $NVDA $MU $SNDK $LITE Great to hear this. NVDA is working hard at building and supporting the open source ecosystem. They released an official (given that NVDA quantized it) NVFP4…↗
Jun 26
Alex A.C. — Prepare yourself anon 😬 That 2024 set up must last until 2030.....
Bullish Memory & Storage manufacturers though 🙄 $MU SK hynix $SNDK↗
Jun 26
AlmaCap — Feels like the market has bottomed for now, have bought some $SNDK despite space names tempting me↗
Jun 26
Black Panther Capital — $AAPL just raised prices on the MacBook and iPad. The reason they gave, on the record, was higher component costs. Memory chips, specifically.
Sit with that for a second.
This is…↗
Jun 26
Michael | Hypermarkets — These companies here cuased the inflation:
$MU — Memory prices spiked as HBM demand outstripped supply for AI servers.
$SNDK — NAND shortage tightened as hyperscalers hoarded sto…↗
Jun 26
Michael | Hypermarkets — CEO $NVDA Jensen Huang says “without HBM memory there would be no AI supercomputer.”
Without $MU $WDC $SNDK SK HYNIX SAMSUNG there would be no AI. https://t.co/xwqn3iAuDn↗
Jun 26
Serenity — FYI, I posted ideas about $AXTI at $15, $AAOI at $30, $TSEM at $115, $LITE $300, $MU $300, $SNDK $400, $EWY $110, $SIVE $4.
$IQE $13, $SOI $44 and so on.
So when they finally hav…↗
Jun 25
InvestmentGuru — 5 Semiconductor Stocks to Buy the Dips & Hold
$MU — Micron Technology The HBM king. AI data centers can’t get enough DRAM and the supply-demand imbalance is getting worse. $MU jus…↗
Jun 25
amit — Long post, but some thoughts on what happened in the market today…
Today was a particularly weird storm of price action because the logic going into the open was as follows:
- $…↗
Jun 25
TheValueist — $NVDA $MU $SNDK $LITE Every work product created going forward should be designed with agent consumption in mind.
That means every Excel file, PowerPoint presentation, Word docume…↗
Jun 25
TheValueist — $NVDA $MU $SNDK $LITE Who knows if this is true, however, from the perspective it is, my gut reaction is that the Chinese open source models are beginning to take meaningful share.…↗
Jun 25
rubicon59 — $SNDK & $KXIAY thesis in a nutshell:
“Relying solely on DRAM (including HBM) to hold context is becoming untenable in the agentic era of inference due to cost and capacity.”↗
Jun 25
Gaetano — Being up >1500% In $SNDK is incredible
The ability to foresee the shift coming is one thing
But to hold a position throughout that run up speaks a lot to the strength of convicti…↗
Jun 25
Wayne Liang — Despite $MU crushing earnings, the hawkish macro (PCE, BoA rates, etc.) is overpowering the rest of the market.
Happy to see Micron and $SNDK still soaring... their rock solid for…↗
Jun 25
Alex A.C. — Jukan joining the Micron club, and Zephyr is bullish Memory for the next 2 years.... why are you bearish the industry, anon?? 😉
$MU SK hynix $SNDK↗
Jun 25
AlmaCap — It’s currently 3am in Korea and we are partying like crazy! $SNDK and $MU price action is a sign of what’s to come for us tomorrow morning! https://t.co/M75xKPujTM↗
Jun 25
AlmaCap — “Memory is a bubble” bros realising it’s not actually a bubble
$MU, $SNDK, SK Hynix, Samsung, Kioxia https://t.co/GV0zh9KWlD↗
Jun 25
Serenity — Nah, gonna fill out the job application for $WEN and set up camp behind the dumpsters.
Even $MU and $SNDK ridiculous performance today couldn't save my port.
Cheering on Japan t…↗
Jun 25
The Assembly — Donald Trump is up 520% on his $SNDK position.
Coincidence or not? https://t.co/thSYZF4kHC↗
Jun 25
AlmaCap — Is everything but memory a bubble?!?!?
$MU, $SNDK, SK Hynix, Samsung, Kioxia all up 200-300% since my first memory article and still looking extremely cheap compared to these oth…↗
Jun 25
Serenity — @firstadopter Yep, I lost a sht ton recently and makes me sad if others did too.
Always hard to build a port full of $SNDK type longs that go up despite macro climates.↗
Jun 25
Alex A.C. — Memory & Storage prices are going to drive Tech devices prices 📈📈 The ones that were holding like Apple are starting to fall 😤
Other side of the giga bullishness of Memory…↗
Jun 25
Michael Sikand 🦑 — Did @GavinSBaker call it again?
Everything AI is down today but $MU and $SNDK are holding explosive double digit gains.
Is the market seeing memory's dirt cheap multiples after $…↗
Jun 25
PhotonBull — The only thing that can stop the memory bullrun
Seems to be memory
$AAPL increasing prices. If everything becomes more expensive due to memory price increases, inflation can be a…↗
Jun 25
SandemanStocks — @ren_stocks DM’d me 6 months ago about $SNDK. He told me it’s a screaming buy and I ignored him. Probably one of the biggest mistakes of my investing career. His other plays lik…↗
Jun 25
CK Capital — These next couple months are going to be insane. $MU $SNDK↗
Jun 25
PhotonBull — My god what a day
$MU $DRAM $SNDK https://t.co/nW9ote5ovm↗
Jun 25
TheValueist — $NVDA $MU $SNDK $LITE Fantastic video from one of the best - I am a risk manager and contingency planner. It is why I have been ubiquitous in my pronouncement for employing long da…↗
Jun 25
KawzInvests 🦑 — $AAPL just raised prices on every major device by $100 to $300. Due to memory chip costs.
IPAD AIR: $599 → $749
MACBOOK NEO: $599 → $699
IPAD PRO WIFI: $999 → $1,199
MACBOOK…↗
Jun 25
Chris Ray — I’m not in any memory names.
Totally missed the move.
Wasn’t ever familiar with the category and didn’t see it coming before it suddenly appeared in front of me.
But what if I d…↗
Jun 25
Michael | Hypermarkets — $WDC — HDD shortage, AI data hoarding, pricing power returning fast.
$VRT — Every AI rack needs liquid cooling; demand outpacing supply.
$SNDK — NAND squeeze just starting; same su…↗
Jun 25
Michael | Hypermarkets — BOOKMARK this so you know when the NEXT massive earnings plays are.
$AEHR Jul 21
$ASML Jul 15
blockstack:native Jul 16
$TSM Jul 16
$TE Aug 18
$INTC Jul 23
$AMKR Jul 27
$GEV Jul 29…↗
Jun 25
TheValueist — $MU $SNDK $STX $WDC $DRAM $EWY My Memory and Storage Tracker pre market and updated now. It will only keep getting better. https://t.co/OTCXTwKbCT↗
AlmaCap — This was about Samsung in case not obvious.
All capital is going into the AI trade - the value creation from AI is just beginning and it is the most obvious trade in the market.…↗
Jun 25
AlmaCap — $MU, $SNDK, SK Hynix, Samsung, Kioxia,
Do not let these posts scare you anon, Management themselves tell you that it will take 5 years to double capacity meanwhile demand is likel…↗
Jun 25
KawzInvests 🦑 — BOOOM. Kioxia just announced US depositary shares around april or may 2027. $KXIAY $MU $SNDK↗
Jun 25
InvestmentGuru — AI and semiconductor stocks are surging globally after a strong night of earnings and guidance.
$QCOM +14% after announcing a major push into AI data centers.
$MU +14% following…↗
Jun 25
Serenity — @AliTava2020 $DRAM is one of the more positive ETFs I have a view on since it's exposure to SK Hynix, Samsung, $MU, and $SNDK.
Which is everything people kinda want for memory exp…↗
Jun 24
Michael | Hypermarkets — $MU is the biggest bottleneck for AI infrastructure.
It's revenue increased 346% in 1 year.
Here's 20 AI bottleneck stocks to buy:
Memory / Storage
1. $MU — HBM monopoly w/ SK…↗
Jun 24
Michael | Hypermarkets — This stock is $RAM is the 2x leveraged ETF version of $DRAM.
Look at the chart today at $20. It's already at $30.
$DRAM is most likely going to break $100+ soon and on its way t…↗
Jun 24
Alex A.C. — Do you think Memory Demand stops at the AI data centers guys??
Look at the required Memory content for L2+ vehicles, the amount of them in the mix expected by year 2030, and now t…↗
Jun 24
TheValueist — $MU $SNDK $STX $WDC $DRAM $EWY My Memory and Storage Tracker after hours. Crushing it across the board. https://t.co/Ea3Agx2Q0P↗
Jun 24
Alphatica — @Invesquotes You are reading it correctly but the math understates the signal.
$100B over 5 years is $20B annually in committed revenue. At current run rates that is roughly 10% o…↗
Jun 24
Trade Whisperer — $MU $DRAM $SNDK Curious to ask the community something. I'm not managing anyone's money, but I've come to realize my research and conviction do influence some of your BIG decisions…↗
Jun 24
KawzInvests 🦑 — Strap in boys. KOSPI tonight is going to be absolutely insane. $MU $SNDK↗
Jun 24
Michael | Hypermarkets — My price target is $120+ and then $200 by end of 2026.
Conservatively, It will most likely go to $60. This is 2x more risky then $DRAM is too.
It holds $MU $SNDK $WDC $STX SK Hyn…↗
Jun 24
AlmaCap — Just buy memory stocks, they are trading at the lowest PE multiples, have the best growth potential and have the most transparency of information across the market.
DO NOT LET ANY…↗
Jun 24
Alphatica — $MU still inexpensive. The party continues.
$SNDK $DRAM https://t.co/fktsBlQVUk↗
Jun 24
TheValueist — $NVDA $MU $SNDK $LITE This is a very creative project!↗
Jun 24
Wayne Liang — Market is in limbo waiting for $MU today.
97% chance it’ll beat earnings. $MU itself might see the same pattern as $SNDK / $AMD. Beat, dip, rally.
But the rest of the market most…↗
Jun 24
Shay Boloor — @FuturumEquities You can watch my full $SNDK breakdown here:
https://t.co/84rKwxlGVf↗
Jun 24
Shay Boloor — @FuturumEquities $SNDK should get a positive read-through from $MU earnings if Micron confirms AI inference and storage demand are driving a stronger NAND and enterprise SSD cycle.↗
Jun 24
Shay Boloor — If $MU says NAND pricing is still strong, enterprise SSD demand is picking up and AI inference is creating more storage demand then $SNDK should benefit because SanDisk is one of t…↗
Jun 24
Trade Whisperer — $MU $DRAM $SNDK The most powerful CEOs on earth are telling you memory is in a structural transformation.
12 most important quotes.
"The future of artificial intelligence will be…↗
Jun 24
AlmaCap — $AAOI at c.$151 presents a nice opportunity, with an IV of 134.1% you can sell at the money weekly puts expiring on the 2nd July for roughly $13 - presenting a c.8.4% return on at…↗
Jun 24
Midas — Top 10 Trending Stocks on r/WallStreetBets according to @asymmetrix_xyz:
1) $MU
2) $WEN
3) $SPCX
4) $MSFT
5) $SNDK
6) $DRAM
7) $CRBS
8) $AMD
9) $NVDA
10) $GOOG
$WEN is already…↗
Jun 24
mon — The reason why market sell-off yesterday:
1. Chip and AI stocks had been on a massive run all year. South Korea's market was up more than 90% in 2026 and had roughly tripled over…↗
Jun 24
Trade Whisperer — $MU back to 8.67x
We are doing this again. Aren't we? $DRAM $SNDK https://t.co/5QrT7e0dDC↗
Jun 24
Michael | Hypermarkets — Management confirms 2026 HBM is fully sold out, reiterates 2027 supply is largely committed, raises FY2027 capex guidance, and flags gross margin expansion from pricing/mix.
The "…↗
Jun 24
Trade Whisperer — $DRAM $MU $SNDK $TSM
Samsung +9.68%
SK Hynix +5.36%
Kospi +4.1%
Korea is already snapping back 🤷♂️ https://t.co/oAh3aNqnV3↗
Jun 24
PhotonBull — $DRAM $SNDK $MU
10% days incoming across the memory names https://t.co/Eh7X3gOCVe↗
Jun 24
PhotonBull — $NBIS holding up even stronger than memory names like $MU $SNDK
Generational stock/business↗
Jun 23
PhotonBull — Just got off the phone with the witch doctor
He told me the bottom was in
Time to ride it back up
$MU $SNDK $AAOI $ASTS $DRAM $NBIS $CRDO↗
Jun 23
Michael Sikand 🦑 — Micron is up 761% in a year.
And my public memory portfolio has returned over 200% since February 4th alone.
But tommorow, Idaho's finest faces its biggest test yet. And most inv…↗
Jun 23
KawzInvests 🦑 — $MU reports tomorrow.
Micron has beaten Wall Street estimates by +27% and +33% the last two quarters. Not close calls. Blowouts.
Memory prices have been moving in a chain. Korean…↗
Jun 23
Wayne Liang — $1 trillion wiped out from the stock market...
$MU / $SNDK down double digits.
$AMD, $MRVL, $TSLA, $TSM, and other mega caps are being oversold heavily.
If your favorite ticker…↗
Jun 23
rubicon59 — This is the memory doomers big day! $SNDK among others has crashed -13%
(After going from $47 to $2,000 in a year while doomers doomed.)↗
Jun 23
Wayne Liang — @caudwellgarvey Right. Considering megas like $SNDK & $MU are down double digits, $AMD $META $INTC and other large caps are also down significantly… -7% is totally reasonable I…↗
Jun 23
Midas — $MU, $SNDK and other semi stocks will cause the largest stock market CRASH in history.
These stocks will determine if we are in a bubble or not.↗
Jun 23
Serenity — Curious if anyone's portfolio is green after today's fun day.
$KORU: -32.06%
$SOXL: -22.98%
$IQE: -13.58%
$DRAM: -12.6%
$AXTI: -12.57%
$FLNC: -12.5%
$AAOI: -11.2%
$SIVE: -11.7%…↗
Jun 23
TheValueist — It looks like the dip buyers are coming in strong on $SNDK . In NAND we trust. https://t.co/85zzFo6cMl↗
Jun 23
KawzInvests 🦑 — The KOSPI has triggered 4 circuit breakers in 2026.
> March 4: down 12%, worst single-day drop in history, US-Israel strikes on Iran.
> March 9: down 8%+ again, oil at $120, Stra…↗
TheValueist — $NVDA $MU $SNDK $LITE Ask yourself: 1) Is this a tape break or a thesis break? 2) For bullish positions, what will cause the security you are looking at to gap down 20% from here o…↗
Jun 23
Dustin — IMPORTANT🚨
Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building @DustinHuntwn find these 10x stocks early.
It can easily spot AI bottlenecks and new narr…↗
rubicon59 — Core axis of NAND is shifting from PCs and mobiles to AI data centers. HBF is coming in 1H next year. $SNDK↗
Jun 23
Trade Whisperer — $DRAM $MU $SNDK
SK Hynix bonuses projected to hit $900,000 USD per employee in 2027.
That tells you everything about where the value is being created. 💰 https://t.co/d6Ym8t5C9Q↗
Jun 23
Damnang2 — I heard a really interesting story in the Bay today.
Someone I know came to the US a few years ago and struggled badly to find a job. He eventually barely managed to get hired by…↗
Jun 23
Wayne Liang — So $MU reports earnings on Wednesday after close, 97% chance it beats.
But if $MU follows the $SNDK / $AMD pattern, even a beat could see some short-lived turbulence.
Or maybe pe…↗
Jun 22
Midas — If you are scared of getting memory exposure through individual stocks like $SNDK or $MU then look into $DRAM.
It's the best ETF to get diversified exposure into memory.
$DRAM i…↗
Jun 22
Midas — The 7 Most Popular Stocks on X in 2026:
1) $NBIS
2) $SIVE
3) $SNDK
4) $MU
5) $TSLA
6) $NVDA
7) $AMD
Save this post for later.↗
Jun 22
Midas — Missed $SIVE at $1? $SNDK at $3? $MU at $100?
That's what happens when you find 10x stocks after they move.
I built @asymmetrix_xyz so you never miss another one.
Check it out h…↗
Jun 22
Midas — High risk high rewards stocks that I can see going up 2-3x in the next few months:
1) $SNDK
2) $AAOI
3) $NBIS
4) $AEHR
5) $SIVE
Save this post for later.↗
Jun 22
Michael | Hypermarkets — In 2 years, $MU squeezed from 1430% from $85 to $1220.
It will 3x-5x after its earnings on June 24.
These 12 companies have parternships with $MU:
1. $ASML – Sells EUV lithograp…↗
Jun 22
Midas — The biggest sectors in the stock market 5 years from now will be the following.
You are missing out on generational wealth by not positioning early and letting time do the work.…↗
Jun 22
Midas — Leopold Aschenbrenner bought $SNDK at $42 and it's now up 3200%.
Here's now in a new generational wealth play that nobody is talking about: https://t.co/BiY2Ii12c7↗
Jun 22
Midas — Missed $SIVE at $1? $SNDK at $3? $MU at $100?
That's what happens when you find 10x stocks after they move.
I built @asymmetrix_xyz so you never miss another one.
Check it out h…↗
Jun 22
TheValueist — $SNDK going non-stop to another big all-time high. I am still long and very strong with calls at numerous strikes and expirations. There is a reason that whenever I post about the…↗
Jun 22
amit — @RJCcapital bro so wrapped up in $SNDK he forgot $MSFT existed 🫠↗
Jun 22
Wayne Liang — People made millions when I called the entire AI/HPC run last year...
$CIFR at ~$3 to now ~$30
$IREN at ~$6 to now ~$60
$NBIS at ~$40 to now ~$280
And now I think Neocloud is hea…↗
Jun 22
Black Panther Capital — 12 months ago people hesitated.
9 months ago people hesitated.
6 months ago people hesitated.
3 months ago people hesitated.
Meanwhile $MU went up +850%
$SNDK went up +4.800%
$AXT…↗
Jun 22
Alex A.C. — From "cyclical" to Strategic Giants in the future AI landscape😌
$MU - SK hynix - Samsung - $SNDK
https://t.co/mBcOWoqpDP↗
Jun 22
PhotonBull — Everything is being sold off to buy more memory stocks
And with the incredible growth, margins and projections, I doubt anyone can blame them
$MU $SNDK $DRAM https://t.co/6xejgzm…↗
Jun 22
Wayne Liang — I've scored another 10x call...
Welcome to the club $MU!
Nailed multi-baggers on $SNDK, $INTC, $TSM, and $AMD. Who said mega caps can't be fun?
I've always shared FREE gems on h…↗
Jun 22
TheValueist — $NVDA $MU $SNDK $LITE Building non-corporate finance (non-3-statement model) Bloomberg data-driven spreadsheets with the ChatGPT Pro Excel plugin has gotten impressively good, as i…↗
Jun 22
TheValueist — $NDVA $MU $SNDK $LITE EXCUTIVE OVERVIEW
https://t.co/rhHcJtmmak
The Vercel announcement that Sakana Fugu Ultra is now available through AI Gateway should be interpreted as a stra…↗
Jun 22
Jason's Chips — Yeah Samsung is ridiculously undervalued.
Did we also forget they sell more NAND than $SNDK and Kioxia combined?↗
Midas — I believe @asymmetrix_xyz will find everyone the next 10x multibagger like $SIVE, $SNDK, and $MU.
You are not ready for what's to come.↗
Jun 22
Midas — HOLY FUCK
I finally created a way to repeatedly find potential 10x stocks early like $SIVE, $MU, and $SNDK.
I’ve already found
- $NBIS at $20,
- $ONDS at $1,
- $RKLB at $16,…↗
Jun 22
Midas — Here are the top AI stocks I found using @asymmetrix_xyz:
$SIVE
$LPK
$NVDA
$MU
$SNDK
If this helped you out, follow me for more.↗
Jun 22
Midas — IVE BUILT AN APP TO FIND 10x STOCKS LIKE $SNDK at $30, $SIVE at $1, and $MU at $100.
The app already helped me print on:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
My goal is to…↗
Jun 22
InvestmentGuru — Overnight trading shows some profit-taking across AI and mega-cap tech:
🔻 $SPCX -3%+
🔻 $AMD -2%
🔻 $MRVL -1%+
🔻 $NVDA -1%+
🔻 $TSLA -1%+
🔻 $GOOG -1%+
Meanwhile, memory stocks…↗
Jun 22
Midas — @asymmetrix_xyz Top stocks I'm buying according to @asymmetrix_xyz:
$NBIS
$MU
$SNDK
Follow me if you want to know when I enter these companies.↗
Jun 22
Midas — Leopold Aschenbrenner called the following 10x stocks early:
- $BE 1422% gains
- $IREN 800% gains
- $SNDK 3130% gains
- $LITE 1422% gains
He's now in a new potential 10x play.
H…↗
Jun 22
Midas — Missed $SIVE at $1? $SNDK at $3? $MU at $100?
That's what happens when you find 10x stocks after they move.
I built @asymmetrix_xyz so you never miss another one.
Check it out h…↗
Jun 21
rubicon59 — This ain’t your father’s #NAND. $SNDK↗
Jun 21
TheValueist — $NVDA $MU $SNDK $LITE GLM-5.2: Strategic Read-Through for Models, Agents, and Infrastructure. New: 6/21/26.
GLM-5.2 is a material development in open-weight AI, with the most impo…↗
Jun 21
amit — @jaspalsandhu24 Yeah $GEV I think can do well as the energy bottleneck continues
$SNDK is more just betting memory theme stays strong
$AAPL should be the sleeper if AI trade goes…↗
Jun 21
amit — Did a stock draft with some friends and these are the 12 picks I have to hold until June 2027…
1. $NVDA
2. $AMD
3. $GEV
4. $TXN
5. $RKLB
6. $RDDT
7. $GOOGL
8. $FIX
9. $AAPL
10. $G…↗
Jun 21
Midas — The "Serenity Tracker" is live.
Use this scanner to find the next 10x stock like $SIVE, $MU, $AXTI, or $SNDK.
It finds undiscovered AI bottlenecks in disruptive sectors that nob…↗
Jun 21
TheValueist — $NVDA $MU $SNDK $LITE I have extensively shared the power and benefits of Autoresearch for agentic LLM processes. There is significant chatter now about Loops and Goals, which are…↗
Jun 21
Alex A.C. — $NVDA CMX, the "CXL" for SSDs
"The Endpoint BF-4 receives the request, reads from the local NVMe SSDs, and ships the data back. The result is dropped directly into GPU HBM through…↗
Jun 21
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:
• $SPCX ~4.7x
• $TSLA ~4.6x
• $GOOGL…↗
Jun 21
Trade Whisperer — $MU $DRAM $SNDK
Memory is the cognitive faculty that allows the brain to encode, store, and retrieve information.
It is a record of experience that guides future action, shapes…↗
Jun 21
InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution
Tier 1 — Core Compounders
The foundation of AI infrastructure and the highest-convic…↗
Jun 21
rubicon59 — Here comes a whole new NAND demand layer. 👀👀 $SNDK $KXIAY↗
Jun 21
Serenity — @padredelaverde2 Nittobo (3110) is one of the most frustrating Japanese companies I've seen. They hold an monopoly in glass fiber cloth, like ~90%+ market share.
But refuse to pri…↗
Jun 21
Midas — Using @asymmetrix_xyz, the platfrm to find 10x stocks early, here are the 5 AI stocks they could possibly choose:
$PLTR
$SMCI
$VRT
$SNDK
$MU
If this helped you out, follow me for…↗
Jun 21
Midas — Missed $SIVE at $1? $SNDK at $3? $MU at $100?
That's what happens when you find 10x stocks after they move.
I built @asymmetrix_xyz so you never miss another one.
Check it out h…↗
Jun 21
Midas — Missed $SIVE at $1? $SNDK at $3? $MU at $100?
That's what happens when you find 10x stocks after they move.
I built @asymmetrix_xyz so you never miss another one.
Check it out h…↗
Jun 21
Midas — How to find the next $SIVE, $MU, or $SNDK?
Use Reddit + X.
That's how I found the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
and many others.
You ca…↗
Jun 21
rubicon59 — Gartner's recent forecast is for NAND price growth to be almost double of DRAM's in 2026. $SNDK $KXIAY↗
Jun 21
Serenity — Apparently gym bros are the new hyperscalers.
They’ve created a new bottleneck with whey protein?
Now there’s $SNDK style price hikes.
Maybe creatine is next with shortages. htt…↗
Jun 21
Wayne Liang — If you apply Kevin O'Leary's signal vs. noise entrepreneurship principle to trading, you'd be an insane trader.
> Signal: 3-5 things that ACTUALLY move the needle
> Noise: Everyth…↗
Jun 21
PhotonBull — If you think this 6M candle on $SNDK looks insane
Wait until you see the next one https://t.co/L6G6yTULYP↗
Jun 21
TheValueist — $NVDA $MU $SNDK $LITE I will need to put this through the paces. This seems genuinely genius if it works.↗
Jun 21
Midas — Missed $SIVE at $1? $SNDK at $3? $MU at $100?
That's what happens when you find 10x stocks after they move.
I built @asymmetrix_xyz so you never miss another one.
Check it out h…↗
Jun 20
CK Capital — So true.
If the fundamentals of a company look great why wait for an amazing entry point that may never come.
An example is when many people avoided $SNDK and $MU because of a hu…↗
Jun 20
Trade Whisperer — $MU $SNDK $DRAM I think even if the memory trio signed 7 year deals, bears would still call them cyclical, tap themselves on the shoulder, and redeem their "I'm smart" coupon.
Mea…↗
Jun 20
CK Capital — Every AI stock is priced for perfection. The one thing AI cannot run without is still on the clearance rack.
If I had to bet everything on one position for the next five years, it…↗
Jun 20
rubicon59 — $SNDK is +45x in a year based on “unsustainable” fundamentals, but when it eventually crashes, smart folks will say “I told you so”, 🤷♂️.↗
Jun 20
Shay Boloor — Absolutely wild that a $100K investment in $SNDK a year ago would be worth ~$7.2M today 🤯 https://t.co/xeHcHWM5i1↗
Jun 20
BULL OF BRITAIN — How I would allocate my portfolio if I started again.
25% Memory ( $SNDK )
25% Memory ( $MU )
25% Memory ( $Kioxia )
25% Memory ( $SKHynix )
(NFA)↗
Jun 20
InvestmentGuru — How to play memory super cycle
➡️ $MU / $SNDK — direct memory producers, pricing power = margin expansion
➡️ $WDC — enterprise HDD supply already booked out for 2026
➡️ $ARW / $…↗
Jun 20
The Assembly — I keep seeing posts hyping $SNDK as some low-float short squeeze play.
So I went and pulled the actual numbers.
Here is what really happened.
Back in February 2025, Western Digi…↗
Jun 20
BULL OF BRITAIN — @themomentumplay People wrote this when $SNDK was 200, these comments are nothing burgers↗
Jun 20
Michael | Hypermarkets — $SPY AI Infrastructure — YTD Returns & Why They will keep going higher...
1. $SNDK +820.36% — Spun off from Western Digital, pure-play NAND flash exposure. AI data centers need ma…↗
Jun 20
BULL OF BRITAIN — Memory is no longer cyclical, its parabolical
Even at 1T market cap. I made
+64% on a 7 day Hynix hold
+54% with Kioxia
Just because something has a large MC does not mean it…↗
Jun 20
Midas — Most retail investors find out about 10x stocks like $SIVE, $MU, or $SNDK after the move.
I built @asymmetrix_xyz to change that.
2000+ waitlist applicants and acceptances are ro…↗
Jun 20
Trade Whisperer — $MU +66%. $SNDK +63%. In one month
Last month you asked "what is next." Next month you will ask again.
My answer has not changed since my Bargain of the Century call at $62. $D…↗
Jun 20
rubicon59 — in the past, memory demand platoed because diminishing returns on memory size. In this AI cycle, memory, especially NAND, is rapidly becoming a “production input” with increasing…↗
PhotonBull — Long. Memory.
It is still the easiest trade/investment here. It did not run up too much. The cycle will not suddenly end with the amount of AI related memory demand.
At $300, pe…↗
Jun 19
PhotonBull — Trying to find a few new stocks to look into over the weekend
It feels like X has already found everything lately
If you had to go all in on ONE stock that is not popular on X (…↗
Jun 19
PhotonBull — This guy put out a great basket with a simplified introduction to the thesis for some AI stocks
If you are bullish AI and not sure where to start in terms of investing
Make sure…↗
Jun 19
Kevin Maro — After too many hours of research/DD to count, these are my Top 5 AI Stocks in the Top 5 AI Sectors to Invest in:
1. Neoclouds: The GPU & Compute landlords. Whoever owns the comput…↗
Jun 19
BULL OF BRITAIN — Round 2 of high sentiment AI trades with retard explanations at the end.
In my opinion these are the greatest companies in their respective sectors, I genuienly don't think you c…↗
Jun 19
Trade Whisperer — $MU $SNDK I respect Charlie Bilello, but comparing $MU today to the dot com era is lazy analysis. Here's the breakdown why
Industry Structure
2000: 20+ $DRAM players in a commodit…↗
Jun 19
Damnang2 — When will memory stocks keep rising?
Between $MU and $SNDK, which will climb higher? Memory stocks have already surged, so how should you invest going forward?
This article answ…↗
Jun 19
Alex A.C. — "Global AI data center market will hit $1.6 T by 2030" - Foxconn chairman, Young Liu
Target increases every Q so to speak. At this pace we will really see > $2T 🔥
Bullish ev…↗
Jun 19
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +820%
2. $AEHR +471%
3. $AXTI +417%
4. $AAOI +364%
5. $WDC +333%
6. $ARM +302%
7. $MU +297%
8. $BE +278%
9. $MRVL +265%
10. $INTC +…↗
Jun 19
Shay Boloor — What $10,000 became over the last two years:
• $SNDK $604,690
• $RKLB $247,990
• $BE $246,020
• $RGTI $236,090
• $AXTI $225,670
• $QBTS $224,130
• $AAOI $188,820
• $PL $158,090
•…↗
Jun 19
Serenity — @amandaong23 i personally don't see any chance of oversupply, if anything photonics/lasers will be extremely supply constrained.
it would be the same media playbook that went on…↗
Jun 19
BULL OF BRITAIN — Well well well..
If anyone ever questions my ability to find dd / research, here is a real time example.
Track record
> $AXTI at 13
> $SNDK at 200
> $PLTR at 24
> F…↗
Jun 19
InvestmentGuru — Real AI-memory supply squeeze, momentum can stay extreme for months. Not a sell signal — a momentum exhaustion signal. The market is pricing in flawless execution at a pace history…↗
Jun 19
InvestmentGuru — New ATHs:
• $INTC
• $MRVL
• $MU
• $SNDK
• $TSM
Tech & Semis Continue to Lead the Market Higher
Today’s rally was another reminder of where the money is flowing. Several semicondu…↗
Jun 18
PhotonBull — Important lesson to buy winners when there is a dip
Stronger stocks before the dip will likely outperform on the comeback too
No reason to buy laggards in a dip
Shown by $NBIS $…↗
Jun 18
Mike Investing — $SNDK is one of the most parabolic names ever seen in the history of the stock market…
It has ran +4,500% in the past 12 months alone.
That is $10,000 into $450,000.
You may now…↗
Jun 18
Alex A.C. — A MONTH later....
- Micron $MU : from $724.66 ---> $1,141.75 [+57.5%] 📈
- SK hynix : from €1,080 ---> €1,580 [+46%] 📈
- Sandisk $SNDK : from $1,407.61 ---> 2,200.67 [+56%] 📈…↗
Jun 18
Midas — People ask what the next $MU and $SNDK is.
Its still $MU and $SNDK.↗
Jun 18
BULL OF BRITAIN — Yo guys. When you have $SNDK $MU SK Hynix $Kioxia with 10000B rev every quarter and 1000000% margin.
Why the absolute fuck are you buying anything else? ESPECIALLY pre-rev shitco…↗
Jun 18
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 18
PhotonBull — The $MU options trading cycle is almost as fun to watch as the memory supercycle
Someone buys calls, stock goes up 50%
Someone buys puts, stock goes up another 50%
Still don't…↗
Jun 18
TheValueist — $NVDA $MU $SNDK $LITE The vast majority of economic value of the GAI transformation is currently accruing to hardware and not software or services. Could it change in the future? P…↗
Jun 18
rubicon59 — $MU and #SKHynix maybe +3.5x & 4x YTD, but $SNDK and $KXIAY are +8x and +9x 👀👀↗
Jun 18
InvestmentGuru — How to play it:
➡️ $MU / $SNDK — direct memory producers, pricing power = margin expansion
➡️ $WDC — enterprise HDD supply already booked out for 2026
➡️ $ARW / $AVT — distributor…↗
Jun 18
rubicon59 — $MU $SNDK and #SKHynix reach ATHs. Again.↗
Jun 18
Serenity — @0xPepeTerelu Yeah, pretty sure Citron shorted $SNDK around $600 and they're probably underwater by a ton now.↗
Jun 18
Trade Whisperer — $MU From $62 to $1127 (+1714%)
$SNDK From $214 to $2185 (+920%)
This thread was the exact signal and thesis you needed. Same playbook as my $INTC $AMD $PLTR $RKLB $TSM calls. Thou…↗
Jun 18
Serenity — Just a reminder: 99% of X was bearish on memory 3 months ago...
Since then:
$MU $380 -> $1122 (+195.26%)
$SNDK $565 -> $2155 (+281.42%)
$EWY $132 -> $219 (+65.91%)
SK Hynix 849K…↗
Jun 18
TheValueist — Look at what my friend @HyungsokAhn said 49 days ago. $2000 is already here, 6 months ahead of schedule. $SNDK and the rest of the storage and memory names are totally destroying i…↗
Jun 18
TheValueist — $SNDK $MU $STX $WDC My favorite GAI sector absolutely ripping today. Still a long long way to go. https://t.co/YxpZ4VEjQC↗
Jun 18
PhotonBull — If you are wondering why the market is green and a lot of high beta names are down
Memory
$DRAM $SNDK $MU https://t.co/JSBF1MN2MO↗
Jun 18
Alphatica — $MU LIGHTING UP ON THE LIT EXCHANGE THIS MORNING.
RECENT BLOCKS
│ Time Tkr Side Notional Shares│
│ 09:02:17 MU BUY $ 1,008,320 920│
│ 09:02:17 MU BUY $ 526,080 480│
│ 09:02:1…↗
Jun 18
rubicon59 — I know, heresy after such runup, but NAND’s time is yet to come. $SNDK $KXIAY↗
Jun 18
Daniel Koss — Wait, RJC who wanted to sell $NBIS at $125 is calling me a retard for selling at $284?
@RJCcapital, I hope you aren’t mad because I blocked you. I do think you make some funny pos…↗
Jun 18
Michael | Hypermarkets — 2 years ago, I said to buy $MU when it was under $80. Its up 1350% already.
My target for $MU is at least $5000+ from here.
Right now, memory is the biggest bottleneck in AI says…↗
Jun 18
Trade Whisperer — $MU $DRAM $SNDK $KIOXIA
@grok what are the implications of full movie generations on HBM, SOCAMM, DRAM and NAND demand?↗
Jun 18
Trade Whisperer — $MU $DRAM $SNDK $KIOXIA "100-Year Flood."
$AAPL CEO Tim Cook told WSJ, “Unfortunately, price increases are unavoidable."
Tim Cook called it a "hundred year flood." Unprecedented…↗
Jun 18
InvestmentGuru — GLOBAL CHIP RALLY GOES PARABOLIC — SEMIS LEAD THE BREAKOUT
Semiconductors and memory stocks are catching a strong overnight bid, with the entire AI supply chain moving in sync.…↗
Jun 17
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 17
Midas — Finding the next 10x stock like $SNDK at $30 or $MU at $100 becomes insanely easy with @asymmetrix_xyz.
I'll be showing everyone how to find the next multibagger tomorrow.
Don't…↗
Jun 17
Midas — How to find 10x Stocks early like $SIVE at $1, $SNDK at $30, and $MU at $100:
I'll be releasing the full guide for FREE on @asymmetrix_xyz tomorrow.
Don't miss out and follow m…↗
Jun 17
Alex A.C. — @demian_ai Well, $SNDK very near AXTI in record explosive growth😉 https://t.co/7QhP7WNTHO↗
Jun 17
Alex A.C. — Do you remember guys how the Memory giga cycle started?
"those matrix multiplications, the base of the AI, will use a lot of memory don't you think? Let's buy Memory stocks...."…↗
Jun 17
PhotonBull — Holy shit
$NBIS is the next $SNDK if this plays out↗
Jun 17
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 17
TheValueist — $NVDA $MU $SNDK $LITE You must consider (or increase) the possibility of a hawkish Warsh Fed taking some of the wind out of the sails of the high-beta GAI bottleneck names and HPC/…↗
Jun 17
Trade Whisperer — $MU $DRAM $SNDK
"It might not be inconceivable that Micron, the supplier of HBMs, might be more valuable than Meta in the next 6 to 12 months."
Aravind Srinivas, Perplexity CEO.…↗
Jun 17
Trade Whisperer — $SNDK $MU $DRAM $285A $KIOXIA
"The retail SSD market has almost disappeared" in the first half of 2026, according to Nelson Duann, VP at $SIMO
NAND shortages for consumer segme…↗
Jun 17
Trade Whisperer — Sanjay Mehrotra founded $SNDK. Took $MU from $26 to $1000 competing against memory giants Samsung & SK Hynix.
He is the reason the US still has a memory industry.
Not asking…↗
rubicon59 — Turns out inference revenues are tied to storage just as much as they are tied to power, making demand for NAND nearly infinite. It ain't your father's memory cycle. $SNDK $KXIAY↗
Jun 16
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 16
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 16
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 16
Midas — @asymmetrix_xyz $DRAM
$MU
$SNDK
$NBIS
Follow me if you want to know when I enter these companies.↗
Jun 16
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 16
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 16
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 16
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 16
Alex A.C. — More weight in the investing case of NAND. $SNDK & Memory Majors 🚀↗
Jun 16
Alex A.C. — @jukan05 $MU Sk hynix $SNDK prepare the 🚀🚀↗
Jun 16
JC Investing — Last year I received and early “inheritance” of roughly $30,000
And you’re telling me if I split that $30k into $SNDK and $MU last year I’d have $1.2m https://t.co/fhtvzDQ1kW↗
Jun 16
Michael | Hypermarkets — $BE spiked from $10 to $300+ in 2 years up 3000%, but its not the real AI bottleneck.
It's actually $MU $WDC $SNDK $DRAM.
These will 10x-20x from here:
1/ Bandwidth is the new…↗
Jun 16
TheValueist — $NVDA $MU $SNDK $LITE This is great news for the GAI infrastructure trade. Elon will formally pump Cursor tokens through their data centers and suck up all the capacity. He has al…↗
Jun 16
TheValueist — $NVDA $MU $SNDK $LITE Simply don’t be a moron and waste tokens. Exactly like any other resource.
https://t.co/9xMThYThC4
“I have just informed the purchasing department that the…↗
Jun 16
Serenity — I did say $MU looked like the next $NVDA. Now we're at a $1.23T MC.
Started talking more about Samsung Electronics/Sk Hynix back in 2025.
Put more concentration into the memory…↗
Jun 16
rubicon59 — NAND AI demand until recently has been driven primarily by training. But NAND use in inference seems poised for a new kind of explosion. $SNDK $KXIAY↗
Jun 16
Trade Whisperer — $SNDK CEO during Mizuho Tech. Conference
"...I really do think we're just getting started."
"It's a very powerful relationship between us and our customers, and it's very much of…↗
Jun 16
Trade Whisperer — $MU $SNDK Sandisk CEO during a Conference
"They [Customers] are coming to the conclusion that having longer term relationships with suppliers of NAND is a very good idea"
"Figuri…↗
Midas — I believe @asymmetrix_xyz will find the next $SIVE, $SNDK, and $MU.
Buckle up.
I'm unveiling the asymmetric investing strategy that called:
- $NBIS at $20
- $ONDS at $1
- $OKL…↗
TheValueist — $NVDA $MU $SNDK $LITE Every country, developed or developing, will want their own Sovereign GAI infrastructure and models. All world leaders know how through SWIFT and other financ…↗
Jun 15
Trade Whisperer — @g_ichtertz GREAT!! Slightly different for me. $MU -> $TSM -> $DRAM $SNDK similar.↗
Jun 15
Trade Whisperer — 🚨 $MU $DRAM $SNDK Important Reminder
Huge inflection point for the memory industry.
Micron signed its first ever 5 year Strategic Customer Agreement. Not one year. Five. Samsung…↗
Jun 15
AlmaCap — @ABC12D2 I am conditioned to multi-baggers mate, $SOI, $IQE, $RKLB, $SNDK, Hynix, Samsung, Kioxia, MU.↗
Jun 15
PhotonBull — People are clearly looking for undervalued AI stocks right now after the Iran conflict seems to have ended again
I believe that the current winners like $SNDK $MU $NBIS $AAOI will…↗
Jun 15
Alex A.C. — Day after day more weight into the Memory re-rate thesis 🚀🌛
$MU SK hynix $SNDK↗
Jun 15
Trade Whisperer — Holy Shit
$SNDK From $214 → $2100
$MU From $62 → 1074
Since my Bargain of the Century callout. Thousands of conviction posts. The receipts are public.
Stop asking what's next. I…↗
Jun 15
BULL OF BRITAIN — Just helped the $SNDK margins some more.
Lets ride.
(If you see me in the wild, come say hi) https://t.co/4iY7Z7rPMW↗
Jun 15
PhotonBull — $8.8M bet on $SNDK with only a month of time
Will probably go ITM as well if this keeps going↗
Jun 15
Wayne Liang — A common misconception is that mega caps don't deliver multi-baggers...
Unless you followed my calls on:
$MU from ~$118 to $1,000+ (~9x)
$INTC from ~$25 to $130+ (~5x)
$SNDK from…↗
Jun 15
TheValueist — $NVDA $MU $SNDK $LITE The commodity guys are weighing in on GAI compute pricing dynamics. Liquidity incoming. Bullish for the GAI infrastructure trade.
cc: @OrnnExchange↗
Jun 15
Shay Boloor — Lynx Equity says smarter way to play a $SPCX IPO is through $NVDA arguing xAI & Terafab capex could drive another leg of AI infra demand.
They see $LRCX, $AMAT, $ASML & $KLAC bene…↗
Jun 15
Michael | Hypermarkets — It's 2030, your portfolio has 30x-50x why?
Becuase you bought these 4 memory stocks and held:
1. $MU — Micron Technology
Target: $5,000 by 2030
AI servers require massive HBM; me…↗
Jun 15
Dustin — IMPORTANT 🚨
Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $…↗
Jun 15
rubicon59 — AI is generatimg NAND demand the way a blackhole generates gravity. $KIAY $SNDK↗
Jun 15
Trade Whisperer — Talking about $DRAM like it's the same commodity cycle from ten years ago is like talking about your ex (met her at a bar, just another girl) as if she hasn't changed in 10 years.…↗
Jun 15
rubicon59 — "Meaningful (memory) supply doesn't start ramping until 2028." (Meanwhile demand moons because models and context.) $MU $KXIAY $SNDK SKHynix↗
InvestmentGuru — $MU $SNDK $WDC $ON $MCHP
The AI Boom Isn’t Just GPUs — It’s a Memory Supercycle
Chips Without Memory Are Useless
Every conversation about AI infrastructure obsesses over compu…↗
Jun 14
InvestmentGuru — $SNDK one of the craziest returns in this market https://t.co/VeG3hxX5BP↗
Jun 14
InvestmentGuru — @CoffeeStocksGuy Yes , check $SNDK same thing↗
Jun 14
mon — If you're scared to buy $SNDK or $MU, just buy $DRAM. It's one of the best ETFs for gaining exposure to memory stocks. The fund is already up 134.19% in just over two months.
Abs…↗
Jun 14
InvestmentGuru — MEMORY SUPERCYCLE: The 40-Year Price Decline Just Broke
For four decades, more memory always meant cheaper memory. That cycle has reversed — and it’s the next leg of the AI infras…↗
Jun 14
TheValueist — $NVDA $MU $SNDK $LITE @EarnEdgeOnly I’m very serious. Please share any mistakes, errors, or issues you find in our write-ups. It only helps me and everyone on X. I want to continue…↗
Jun 14
TheValueist — $NVDA $MU $SNDK $LITE This is one of the key reasons building on top of @openclaw or @NousResearch is critical to your process. No LLM vendor lock in. Potential risk for OpenClaw g…↗
Jun 14
BULL OF BRITAIN — This guy is CRAZY early
$SNDK and $AXTI before 99% of FinX
Why aren't you following yet?↗
Jun 14
Mike Investing — I’ve said it before, & I’ll say it again.
The Neo-cloud theme will soon have breakout rally’s exactly to those seen in $MU or even $SNDK.
$NBIS trades & $230 & will soon be $500+…↗
Jun 14
PhotonBull — There were so many good deals back in January
Some of my favorites were $SNDK at $317 and $AXTI under $20
It seems like they become more popular as the price goes up? https://t.c…↗
Jun 14
TheValueist — $NVDA $MU $SNDK $LITE I'd honestly love any general feedback or notification of any holes you find in our write-ups. I can and will improve and iterate on them. There is no pride i…↗
Jun 14
Trade Whisperer — @TvabLuR There is a reason why $SNDK exists and why $MU is still competitive vs Korea↗
Jun 14
TheValueist — $NVDA $MU $SNDK $LITE This guy is clearly not aware of what the @TheValueist Analyst Agents can do and create. Don't let the cat out of the bag!!
Bullish for our workflows and for…↗
Jun 14
Shay Boloor — Leopold Aschenbrenner is up nearly 700% on $SNDK since disclosing a $12.9M stake.
He first revealed the position in November 2025 at around $250/share. https://t.co/uLSfoL6VVH↗
Jun 14
mon — $SNDK - You only need one stock to change your life. https://t.co/hRRs3lkKhe↗
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 13
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 13
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 13
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 13
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 13
TheValueist — . @Frenchie_ I am getting a bit of time away from the desk today ⚽ 🇧🇷 🇲🇦 :) Courtesy of $SNDK https://t.co/5eH0L8TxWh↗
Jun 13
Serenity — @JaaidevV I personally like $SIVE, usually the same names keep on compounding like $SNDK if they’re important to AI?
I’m not selling a share, since it looks like we’re only at the…↗
Jun 13
PhotonBull — ''They Don't Ring a Bell at the Top"
Sir, you called the bottom on $SNDK with this short report
Since this tweet, Citron is down 210% on their short position. And got arrested.…↗
Jun 13
PhotonBull — $BTC trading higher today as the peace deal comes closer to being signed
OPEN THE MARKETS!!!
$SPY $QQQ $SNDK $ASTS $AAOI $EOS.AX $KRKNF $NBIS https://t.co/IeuanYqexP↗
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +734%
2. $AXTI +494%
3. $AEHR +437%
4. $AAOI +385%
5. $DOCN +254%
6. $ARM +248%
7. $MU +244%
8. $INTC +238%
9. $MRVL +229%
10. $NVT…↗
Jun 13
PhotonBull — Holy shit
This might be the craziest returns I've seen so far
Generational performance
I guess being long $SNDK all year works in his favor
If you are not following @RJCcapita…↗
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 13
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 13
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 13
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 13
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…↗
TheValueist — $NVDA $MU $SNDK $LITE We are still absolutely in the 1st inning of the GAI infrastructure trade. Sovereign GAI buildout is still at batting practice.
I believe the best way to tra…↗
Jun 13
TheValueist — $NVDA $MU $SNDK $LITE Cold War 3.0
Bullish for the GAI infrastructure trade. Picks, shovels, arms and armor.
https://t.co/poxtUxdKU2 https://t.co/4SP1Y8zLxy↗
PhotonBull — When @TheBigBerbowski tried to tell us all that the memory top was not here yet in February
$SNDK was trading around $600
It just hit $2000 today
Not a bad call I guess↗
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 12
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 12
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 12
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 12
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 12
BULL OF BRITAIN — @ParadisLabs Just in time for my $SNDK jumper to arrive.↗
Jun 12
PhotonBull — WHAT A DAY
$SNDK $DRAM $MU https://t.co/o07FDU4lSt↗
Jun 12
KawzInvests 🦑 — Thank you for your attention to this matter. $SNDK https://t.co/m2NjYYp371↗
Jun 12
Trade Whisperer — I am coining a new term. The Context Trade.
AI runs on two things. Memory and Context. Hardware and Meaning.
Memory is the Context/Cognitive Capacity. $MU $DRAM $SNDK $285A $KXIA…↗
Jun 12
Trade Whisperer — $SNDK Nearly $2,000 since my BLUE candle callout at $214.
Six names. That's it. Discipline and conviction is all you need to become a multi millionaire.
Expanding to eight soon.…↗
Jun 12
Trade Whisperer — "However much capacity you add, NVIDIA will consume it" -Jensen Huang
$MU $DRAM $SNDK $GLW $LITE $COHR $TSM $NVDA https://t.co/PhakQp5pkf↗
Jun 12
KawzInvests 🦑 — where did all the cyclical memory bears go?
$SNDK $MU $DRAM↗
Jun 12
KawzInvests 🦑 — can $SNDK just go to $2000 already please and thank you 🫶↗
Jun 12
PhotonBull — Can $SNDK hit $2000 today? https://t.co/BHb7x5j36G↗
Jun 12
Alex A.C. — @TradexWhisperer $SNDK bordering the $2000 buddy 😭😭🥹↗
Jun 12
rubicon59 — @SharogradskyM I think $sndk and $kxiay, but sk hynix still good.↗
Jun 12
TheValueist — $SNDK post-print shorts getting murdered. I am still very long and strong. SNDK is now my largest delta dollar position, greater for me than $NVDA . https://t.co/6jL6R9wCWJ↗
Jun 12
rubicon59 — $SNDK +3x in 3 mos since tweet, and HBF hasn’t even started. 😱😱↗
Jun 12
Serenity — All the $SNDK short sellers went extinct.
Can’t believe it’s almost $2000 now?
That aside feels like everyone is just waiting for the $SPCX IPO in a few hours. https://t.co/Eahzu…↗
Jun 12
Alex A.C. — Only one word: ACCELERATING 🔥
Bottlenecks to Saturn 🪐 $MU $SNDK $LITE↗
Jun 12
PhotonBull — This feels like free money to just buy SK Hynix before they get listed in the US
$MU $SNDK $DRAM↗
Jun 12
PhotonBull — Not 3-0 but played out pretty well
$SNDK $MU $DRAM https://t.co/BjkVBCMMsf↗
Jun 12
PhotonBull — $MU back above $1000
Next up: $SNDK to $2000 https://t.co/QC1RcGGKOd↗
PhotonBull — Here is the next big memory catalyst
Koreans like to gamble
They are obviously going to beat Czechia with a 3-0 score
They will have a lot of bets on this
They win. They cash o…↗
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 11
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 11
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 11
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 11
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 11
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 11
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 11
Serenity — Just in case you’re wondering why indexes + individual names like $SNDK to $MRVL to $LITE are green now.
Trump just cancelled attacks on Iran.
This market is so volatile… https:/…↗
Jun 11
Trade Whisperer — $MU 8.3x $SNDK 8.7x
The entire AI trade runs on memory, and memory trades at 8x.
Nomura says $1.4 trillion TAM by 2030 but the market is pricing it like a dying industry.
The Ba…↗
Jun 11
Wayne Liang — I've always been transparent with my barbell trading and investment structure:
~50% in safer, long-term holds, including treasuries/ETFs (like $SGOV, $VT, $VTI), and more establis…↗
rubicon59 — Patience is waiting for inference to spill out of HBM & start consuming HBF (which technically does not yet exist). $KXIAY $SNDK↗
Jun 11
Jason Luongo — 9. $SNDK - Sandisk (PEG ~0.4x)
Revenue $5.95B, up 251% YoY. Enterprise SSD demand exploding from AI buildout. Signed five multi-year supply agreements with a minimum revenue backl…↗
Jun 11
InvestmentGuru — Overnight Market Movers
$ORCL falls over 10% despite beating Q4 earnings and revenue expectations, as investors focus on concerns surrounding its massive financing plans.
Semis…↗
Trade Whisperer — $ORCL $638 billion in backlog. WILD. Bullish for Chips 🔥
• Customer Prepayments and Supplied Hardware. Of the backlog $75 billion now comes from customers who prepaid for GPUs or…↗
Jun 10
TheValueist — $NVDA $MU $SNDK $LITE As much bad vibes I’m getting from Claude Fable 5, this is damn impressive.↗
Jun 10
AlmaCap — $AAOI, everyone posting that they are adding, I already have a healthy position so why am I getting mimetic desire for more?!?
Literally the bull cases for everything are insane,…↗
Jun 10
TheValueist — $NVDA $MU $SNDK $LITE Claude Fable 5 literally says this in the thinking trace every time it is asked to do any work. https://t.co/zdqIuMgKup↗
Jun 10
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 10
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 10
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 10
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 10
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 10
TheValueist — $NVDA $MU $SNDK $LITE I agree with everything Alex says about investing in TMT and GAI. Outstanding interview and worth watching the entire video.
https://t.co/RwDPfoalg5
EXECUTI…↗
Jun 10
Black Panther Capital — A lot of people are going to look at this cpi print today and decide the market is too complicated.
Too many variables. Too much macro. Too much uncertainty.
And then they are go…↗
Jun 10
Serenity — Just in case you weren’t aware…
The broader index is down a significant -3-4%.
Stocks don’t move in a straight lineup unless you’re $SNDK.
And are largely affected by wider sel…↗
TheValueist — $NVDA $MU $SNDK $LITE I'm selling lots of OTM calls so I can live my best European summer lifestyle this year. If I give up some upside, C'est la vie!!↗
Jun 10
Michael | Hypermarkets — Biggest generational buying opportunity for $SPY is in June.
When $SPY crashes 10%-20% buy these:
1. $NOW ~$105 | Buy zone: $80–$85
Near 52-week lows. Agentic AI platform still p…↗
Jun 10
TheValueist — $META $NVDA $MU $SNDK $LITE Meta Platforms Inc: The Facebook parent said that it has tied up with Indian billionaire Mukesh Ambani's Reliance Industries for the U.S. company's firs…↗
Jun 10
TheValueist — $NVDA $MU $SNDK $LITE Fable 5 downgraded me a basic business research question. Anthropic will lose its edge if they don't ease up these gates. All this frustration chatter helps b…↗
TheValueist — $NVDA $MU $SNDK $LITE This Git is supposedly the system prompt for Claude Fable 5. You can review and make your own judgment. My Analyst Agent analyzed it, and below are some of th…↗
Jun 9
Alphatica — SNDK UPDATE:
We covered Sandisk at the Mizuho Technology Conference today. The memory thesis is accelerating.
Management targets mid to high teens bit growth this year and next y…↗
Jun 9
TheValueist — $NVDA $MU $SNDK $LITE This holier-than-thou attitude rubs me the wrong way. It makes me incrementally bullish on OSS LLMs. People will begin figuring out ways to distill and superc…↗
Jun 9
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 9
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 9
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…↗
PhotonBull — To everyone saying the market was running hot, what did you add today?
A lot of quality AI related names are at a nice discount here
$AAOI $NBIS $DRAM $SNDK $MU
Not to mention…↗
Jun 9
TheValueist — $NVDA $MU $SNDK $LITE Innovate then regulate. That is the way.
Today we’re launching Claude Fable 5: a Mythos-class1 model that we’ve made safe for general use.
Fable 5’s capabil…↗
Jun 9
TheValueist — $NVDA $MU $SNDK $LITE Today, I observed a federal courtroom, not for jury duty and not related to me. As I sat in the back messaging with my agents, I became absolutely convinced t…↗
Jun 9
TheValueist — $NVDA $MU $SNDK $LITE- Cold War 3.0. Bullish.
(Bloomberg) -- China is preparing to spend around 2 trillion yuan ($295 billion) over the next five years on building data centers a…↗
Jun 9
Michael | Hypermarkets — 4 Reasons CPI is Most Likely Coming in Hot
1. Tariff pass-through hit in May
The US-China 90-day truce was announced mid-May, but the prior tariff wave (April–May) already force…↗
Dustin — I found the next hidden AI bottle neck stock like $SIVE at $1 / $MU at $100 / $SNDK at $3 and no one is talking about.
Just like I called
$NBIS at $20
$ONDS at $1
$ASTS at $20…↗
Jun 9
TheValueist — $NVDA $MU $SNDK $LITE If you haven’t been reading our write-ups, you’ve missed out on the high quality and relevance of the expert interviews embedded in the analysis. The Analyst…↗
Jun 9
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here’s a full recap:
$NVDA CEO Jensen Huang pushed back on the recent stock market selloff, saying NVIDIA is still at the begi…↗
Jun 9
Wayne Liang — I appreciate the shoutout! I will admit, I've gotten some pretty solid entries for my followers...
Whether it's mega caps like $MU at ~$118, $INTC at ~$25, plus $PLTR, $SNDK, $AMD…↗
Jun 8
TheValueist — $PANW $NVDA $MU $SNDK $LITE Must watch. Full stop.
https://t.co/LOQuafH9OE
EXECUTIVE SUMMARY
The source material is an All-In Podcast session at All-In Liquidity 2026 titled “A…↗
Jun 8
TheValueist — $NVDA $MU $SNDK $LITE When I spend all my time on FinX, it seems like every idea I come up with is beta as 100 other people are discussing the same thing. Then, when I talk to inve…↗
AlmaCap — $SPCX, IKBR and every other broker keeps bombarding me with offers to participate in the IPO - I actually don’t mind the pricing but my spidy senses are telling me that demand and…↗
Jun 8
Black Panther Capital — The Anthropic IPO math literally breaks the stock market 🤯
2 years from now. 2028. Anthropic could potentially be bigger than SP500 and Nasdaq combined.
Read that again. COMBINE…↗
Jun 8
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 8
Wayne Liang — Pretty much nailed that bottom on $INTC last year, right before the aggressive rally.
Celebrating another big day for Intel after $GOOGL placed an order for more than 3 million TP…↗
Jun 8
PhotonBull — The AI trade is far from over
$MU $SNDK $AMZN $AAOI $LITE $INTC $DRAM↗
Jun 8
Trade Whisperer — Rule of 40
$SNDK: 312
SK Hynix: 270
$MU: 265
The vast majority of companies do not even score 70. Memory is not competing with semiconductors. Memory is competing with nobody. $D…↗
Jun 8
Wayne Liang — $MRVL showing that mega caps can be fun. Reminds me of my early calls on $NVDA and $AMD.
We'll very likely see an $MU / $SNDK type of run this year, towards that $1T MC.
Many asy…↗
Jun 8
amit — LARGEST RETAIL SINGLE STOCK NET INFLOWS FOR THE MONTH OF MAY:
$MU +$6.5B
$NVDA +$5.9B
$TSLA +$4.9B
$SNDK +$3.5B
$AMD +$1.9B↗
Jun 8
Trade Whisperer — $MU 8.4x $SNDK 8.5x $NVDA 16.4x
Mispricing of the Century
"Without the HBM memory, there is no AI supercomputer." -Jensen Huang https://t.co/utC48JeBNZ↗
Jun 8
TheValueist — $EQIX $NVDA $MU $SNDK $LITE My key takeaway of Friar’s comments is that agentic GAI will need more compute closer to users because it involves frequent, real-time back-and-forth in…↗
Jun 7
Midas — $SNDK
$MU
$AMD
$PANW
If this helped you out, follow me for more.↗
Jun 7
Midas — $PLTR
$SMCI
$VRT
$SNDK
$MU
If this helped you out, follow me for more.↗
Jun 7
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 7
Wayne Liang — Not to toot my own horn, but I did nail a pretty phenomenal entry for you guys on $MU at ~$118.
Rallied ~800% afterwards.
HBM demand was accelerating, hyperscaler capex was rampi…↗
Jun 7
PhotonBull — This guy has a tendency to be VERY early to the next major AI theme
He runs some of the best performing @joinautopilot portfolios with @michaelsikand
His moves? He went all in o…↗
Jun 7
BULL OF BRITAIN — This is who you are trading against. Lock in and you'll retire your bloodline. $AAOI $SNDK https://t.co/2UcRTbKiuF↗
Jun 7
Trade Whisperer — $MU $DRAM $SNDK $TSM Bullish
"There will not be enough chips." -@elonmusk
Elon Musk just said the new fabs will produce only a tiny fraction of the memory that is needed and anti…↗
Jun 7
CK Capital — $AAOI could have the next $SNDK type run.↗
Jun 7
Shay Boloor — “The market is in such a bubble.”
Yet here are the 2027 earnings multiples for some of the largest companies in the world:
• $ORCL ~26x
• $AMZN ~25x
• $GOOGL ~25x
• $MSFT ~22x
•…↗
Jun 7
PhotonBull — President Trump to invest in AI companies
$NVDA CEO Jensen Huang confirming that the memory shortage will last for several more years
If we are somehow still red tomorrow premark…↗
Jun 7
Michael | Hypermarkets — In Taipei, CEO $NVDA Jensen Huang says $MU is the biggest bottleneck in AI.
Elon Musk and $DELL agrees with him. Trump even said to buy $MU stock.
Here's 4 obvious plays to buy…↗
Jun 7
Shay Boloor — 12 STRONGEST EARNINGS PRINTS THIS CYCLE
1. $PLTR | Palantir
2. $DOCN | DigitalOcean
3. $BE | Bloom Energy
4. $SITM | SiTime
5. $RKLB | Rocket Lab
6. $TE | T1 Energy
7. $AMD | AMD…↗
AlmaCap — Countless stocks like this where normie sentiment tricks you out of buying:
> $TSLA: “EVs will never be a thing”, “no one will use autonomous cars”
> $RKLB: “there will be no dema…↗
Jun 7
BULL OF BRITAIN — $AAOI will be one of those stocks that is completely obvious like $SNDK - it goes up 5,000% and you are wondering what spell was cast on you to not buy it.
Im long $AAOI till the…↗
Jun 7
Kevin Maro — @TejasPa73462994 I like the names, I just don’t think the upside is as great. I hold $MU, $SNDK, and $DRAM though↗
Jun 7
Trade Whisperer — I genuinely do not know why I am ranked number one on this Fintwit dashboard.
Seriously. I cannot be that good.
All I did was pick five names, post about them obsessively for two…↗
Jun 6
The Assembly — This is why we do this, and we’re just getting started.
$MU, $SNDK, and $AMD are already too big. Most of the money has been made.
We’re a team of 8 helping you spot great stocks…↗
Jun 6
CK Capital — My favorite names in every sector right now. The full conviction list, three deep in each.
Humanoid Robotics
$AMBA
$OUST
$VPG
AI Infrastructure
$NBIS
$PENG
$CRDO
Defense
$EOS…↗
Jun 6
Trade Whisperer — My thoughts on this $GOOGL x $SPCX @SpaceX deal.
AI demand is incomprehensible at this point.
To the point where buying GPUs directly from $NVDA is not enough. Building custom TP…↗
Jun 6
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +557%
2. $AXTI +445%
3. $AAOI +408%
4. $AEHR +388%
5. $DOCN +253%
6. $NVTS +251%
7. $ARM +214%
8. $DELL +214%
9. $MRVL +210%
10. $B…↗
Jun 6
AlmaCap — AI is a gov level strategic asset.
“Winning the AI race is non negotiable” - Marco Rubio
“The United States must win the AI race” - David Sacks
No surprises for guessing the sh…↗
Jun 6
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $ALAB ~2.9x
• $ARM ~2.4x
• $INTC…↗
Jun 6
Michael | Hypermarkets — $SPY crashed 3% in 1 day and everyone panicked.
It's going to crash at least 10% soon.
I'm adding these gems for 10x swing play:
(stocks returns yesterday vs past year)
1. $AMD…↗
Jun 6
Trade Whisperer — $MU $SNDK $DRAM $NVDA Holy Shit
$GOOGL just committed $11 billion per year to $SPCX @SpaceX for 110,000 NVIDIA GPUs. October 2026 through June 2029.
110,000 GPUs need HBM. CPUs n…↗
Jun 5
The Assembly — Some signs are just too obvious to ignore.
$SNDK 📉 https://t.co/wglNygPBmQ↗
Jun 5
Wayne Liang — Big correction day across the board.
Our favorite mega caps are red. High-beta names are down double digits.
But this is normal... and necessary.
Corrections reset the setup for…↗
Jun 5
Trade Whisperer — Patience. Breathe. Think Long Term.
$GOOGL Token Consumption Trajectory.
300x+ growth vs 2024.
Chips are devouring the world.
$MU $SNDK $DRAM $AMD $INTC $TSM https://t.co/4Su…↗
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 5
Michael | Hypermarkets — When $SPY crashes 10%-20% this summer, everything will be on sale.
Add these 16 stocks for the reversal of a lifetime:
1. $NOW — AI automates every enterprise workflow at scale
B…↗
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
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 4
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 4
TheValueist — $NVDA $MU $SNDK $LITE What begins on Wall Street filters down to the Fortune 500, and eventually to Main Street. That is always the way.
(Bloomberg) -- Jane Street Group plans to…↗
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
Midas — Will be using the "Serenity Scanner" to find 10x AI bottlenecks like $SIVE, $MU, $SNDK, etc.
Don't sleep on @asymmetrix_xyz. https://t.co/KBzG182J3D↗
Jun 4
TheValueist — $NVDA $MU $SNDK $LITE Wow! I'd love to know how they will evaluate and insure this claim.↗
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
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 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
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 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…↗
Jun 2
Alphatica — SpaceX. Anthropic. OpenAI.
Three of the biggest IPOs in history are about to hit the market at the same time.
That money has to come from somewhere.
Look at your portfolio. It's…↗
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
Alphatica — 10 tech stocks have driven 80% of the S&P 500's 11% gain in 2026.
The S&P trades at 21x forward earnings vs its 30-year average of 17x. The concentration is not subtle.
But here…↗
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…↗
— 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
Trade Whisperer — Agentic AI is the most important investment theme of the next decade. So what does it actually take to win?
You cannot drop an AI agent into an organization and expect it to perfo…↗
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
Trade Whisperer — @abc4445564 I feel like NAND is becoming as important if not more important than DDR5 and HBM. The amount of storage needed for RAG is off the charts. Not financial advice though.…↗
May 28
Trade Whisperer — $MU $SNDK $DRAM BOOM
The auto industry faces a severe, underreported DRAM shortage that could disrupt vehicle production far more structurally than the 2021 chip crisis.
The cor…↗
May 28
Alex A.C. — Memory bottleneck is here to stay with us forever 😂😂🔥
$MU SK hynix $SNDK↗
May 28
Trade Whisperer — $MU $SNDK Nomura's 2030 Data Center Memory projections.
Non-AI Memory: $881B
AI Memory: $517B
Total: $1.4 trillion
DDR5 $DRAM and NAND drive the larger share through 2030. Genera…↗
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↗
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
PhotonBull — $SNDK seems well positioned for a 10-20% day
- Korean memory stocks ripped overnight
- $SNDK did not make a new ATH like $MU yet
- We saw what happened to $MU yesterday after they…↗
May 27
PhotonBull — MEMORY AND SPACE SUPERCYCLE
Names like $ASTS $RKLB $MU $SNDK $MNTS $DRAM $CPSH $FLY are continuing to rip overnight
Have some interesting space names on my radar for a trade that…↗
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…↗
May 27
Trade Whisperer — @ghhbbhbbnkku I've been asked about this since $326. $MU $SNDK $WDC $STX $DRAM↗
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
Trade Whisperer — $MU $SNDK $DRAM
$SIMO Silicon Motion's CEO: Memory & SSD Shortages Are So Bad That They Are Expected To Last Till 2028, And Prices Are Expected To Continue To Climb
Supply-Demand…↗
May 27
Trade Whisperer — $MU $977 overnight. That is +1475% since my Bargain of the Century call at $62.
And the real breakout has not even started yet.
Nearly 5,000 documented posts dating back to 2024…↗
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
Trade Whisperer — $MU $SNDK Investors. Want to double your conviction in less than 5 minutes?
This post is a must read.
$DRAM is G1 - G4 Context Cache Structural Trade, Not DRAM. The investors who…↗
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
Trade Whisperer — Analysts are finally catching up to my thesis from 2024 & 2025.
Fresh New Targets from Barclays
$SNDK $2,300
$MU $1,175
$STX $1,000
$WDC $620
Three words. Structural Re-rate…↗
May 26
PhotonBull — The last time someone place this much of a jump on a memory stock price target was this morning on $MU
It went up 20%
Are you ready to see $SNDK rise 20% tomorrow?↗
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
Alex A.C. — [Look at the date of the post] Well.... the Memory Majors finally signed the LTAs or not? 😂😉
Necessary step to see now the starting of the re-rate thesis 🙌 From P/E 4-6s to....…↗
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
PhotonBull — Memory still trades like a commodity at the top of a cycle. Micron $MU has run close to 700 percent in a year, yet the forward multiple has compressed to roughly 8x, around 80 perc…↗
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
Trade Whisperer — $MU $SNDK $DRAM Shorts are fucked.
March. I said it publicly. Smart Money watching NAND.
Top 5 suppliers' combined NAND revenue surged 83.7% QoQ to over US$38.9 billion.
-Virtua…↗
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%…↗
PhotonBull — Retail favourites this year
$SNDK $SIVE $HIMS https://t.co/0gAL8StRF1↗
May 25
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 25
Trade Whisperer — @gurdag343434 That's your call. A lot people got in during green candles and they made whole ton of money. Same for $MU $TSM $LITE $COHR $SNDK. I don't know why some people think t…↗
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
PhotonBull — $SOFI is now at the same price as it was at the end of 2024
It has given back all the gains of the bullrun since then
I wonder what happened here and if it could be an opportunit…↗
May 24
Trade Whisperer — $DRAM is 12% pure NAND and 9% pure HDD
Pure NAND (G3): Kioxia & $SNDK
Pure Hard-Drive (G4): $WDC & $STX
G3 and G4 cache tiers deliver the most dense storage capacity per…↗
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
Trade Whisperer — Four Bargains of the Century. 120,000 followers.
$MU at $62
$RKLB at $13
$PLTR at $21
$SNDK at $200
16,000 conviction posts. Zero noise.
Most accounts need 50 tickers. I needed f…↗
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.↗
May 23
PhotonBull — One of the earlier memory bulls on my timeline
Kept telling me to buy $SNDK and $MU during the war 'crash'
Now he is bullish on $AMPG
Make sure to follow this guy
$MU $EWY $S…↗
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
PhotonBull — Does anyone know when $LYTE starts trading?
The @roundhill photonics ETF
Very excited for this one! Probably going to end up buying some, I remember
$DRAM was almost a doubl…↗
May 23
PhotonBull — This guy told me to buy $SNDK calls at $250 a couple months ago
Also $AXTI at $15
Now he has some new picks out in the open
Great follow and incredible insight into market dynam…↗
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…↗
May 23
Trade Whisperer — $MU $DRAM $SNDK A Bloomberg journalist just asked @MicronCEO a $200 billion dollar question today
Q: Is Micron overbuilding? Could the next bust be coming?
A: Sanjay's answer cen…↗
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
Alex A.C. — "Agentic workloads = context-heavy by default"
In the Inferencing era, more bullish Memory and Storage, and specialized Neoclouds than ever $MU $SNDK $NBIS↗
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
Trade Whisperer — $DRAM The ticker is misleading. Not because the holdings are wrong. Because the framework most investors are using to evaluate it is wrong.
At its core it covers memory and storag…↗
May 22
Trade Whisperer — If you believe we are at the peak of Artificial Intelligence, congratulations. You and a poorly equipped AIs have the same diagnosis. Memory and cognitive capacity deficiency.
We'…↗
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
Alex A.C. — "The next phase of enterprise AI: agents need enterprise context to act, but every action creates new context. If that record is retained [...]the output of one workflow becomes a…↗
May 21
Trade Whisperer — $MU $62 → $757. +1120% since my "Bargain of the Century" callout
$SNDK $200 → $1540. +670%
$RKLB $13 → $134. +930%
$PLTR $21 → $200. +850%
Four names. 15,000 conviction posts. Zer…↗
May 21
Trade Whisperer — $SNDK from $200 → $1,540. +11% today. What a comeback.
$MU $62. $PLTR $21. $RKLB $10. $SNDK $200.
The pattern does not change. Be Patient.
Thousands of conviction posts. Zero no…↗
May 21
Trade Whisperer — $MU $DRAM $SNDK Holy Shit
625x More Memory Demand by 2028 vs 2022
That is Dell's CEO projecting memory demand growth
His warning: supply takes years to expand. Demand is not sl…↗
May 21
Trade Whisperer — If you re-rate $MU and $SNDK to 17x forward PE
$MU is $1,700 $SNDK is $2,650
It's called the "Embarrassment Case."
The semiconductor sector average is 34x.
17x is only half. $DR…↗
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
PhotonBull — Why do people bother trying to short AI growth stocks like $TE with fud reports
What is the goal here? Do they sell after the -10% from them releasing the report😂
Always buy the…↗
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
Trade Whisperer — Key quotes and highlights from today's JP Morgan Conference $MU $DRAM $SNDK
"Our financial outlook has strengthened since our last earnings call. We're on track for another substa…↗
May 20
Trade Whisperer — $NVDA $MU $SNDK $DRAM $TSM
The initial post earnings move is driven by event traders. These are participants who build positions specifically around a catalyst. An earnings print.…↗
May 20
Trade Whisperer — $RKLB ran from $13 to $134 (+901%) since my original thesis post.
I gave you thesis before the crowd. You were either there or you weren't just like $MU $PLTR $SNDK calls in 2024.↗
May 20
Trade Whisperer — SK Hynix Raises Q2 Forecast on Rising DRAM and NAND Prices $MU $DRAM $SNDK https://t.co/cpnE5sd8oR↗
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…↗
Trade Whisperer — $SNDK Pink→Red candle colors warned me before the move but I didn't trim this time. Maybe I should have.
Middle BB bounce is constructive though.
Get 300+ charts daily. Try it fr…↗
May 20
TheValueist — $NVDA $MU $SNDK $LITE $META VERY SMART. Always invest behind the psychopath. You will probably do alright. Bridgewater should be the best in the world at this data gathering and mo…↗
May 20
TheValueist — $NVDA $MU $SNDK $LITE This is a remarkable unlock, and I let you all in on the secret. @openclaw can automatically extract videos, then analyze the individual frames and transcribe…↗
May 20
Trade Whisperer — The most expensive model, Claude, is winning the Enterprise AI race.
Golden Cross
$MU $DRAM $SNDK $AMD $INTC $LITE $GLW $TSM https://t.co/InSaunCNkV↗
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
PhotonBull — The memory supercycle continues
$SNDK↗
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
Trade Whisperer — $MU $SNDK $DRAM
2027: $1.35T
2028: $1.73T
2029: $2.12T
2030: $2.63T
That's Nomura's Global Memory TAM. Trillions.
Are they out of their minds? https://t.co/AuJUmOjIse↗
May 19
Alex A.C. — "The banks aren't using it [LLM/AI Agents]. Enterprises are still figuring out how to use it effectively. Compliance and IT teams are still figuring out guardrails."
Ie., we are o…↗
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
Alphatica — They are starting to move ahead of the $NVDA print.
$MU $SNDK $STX $WDC https://t.co/AlL82Zm7rA↗
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
Trade Whisperer — $1.4 trillion.
That is Nomura's 2030 Data Center ONLY memory revenue estimate.
Seems a little aggressive but I will take it.
$MU $SNDK $DRAM↗
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…↗