Serenity (@aleabitoreddit) on Surfaced

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Serenity

@aleabitoredditSemis946.9k followers

Serenity

@aleabitoredditSemis946.9k followers

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$SNDK· Sandisk

40 calls since Dec 2025show all

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About this voice

@aleabitoreddit posted 3,371 times across 473 distinct tickers over the past 12 months, accumulating 8,736 cashtag mentions. The voice's most frequently mentioned tickers were $SIVE with 685 mentions, $AXTI with 520 mentions, and $LITE with 492 mentions. Notable activity also included 391 mentions of $NVDA and 433 mentions of $AAOI. The most recent cashtag mention occurred on 2026-07-08 referencing $SPCX in relation to AI model development.

AI-generated from tracked posts · updated Jul 9, 2026

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@aleabitoredditJul 9, 2026 · 12:46 PM

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 optics - Expected to deploy 7GW compute infra this year, and doubling in 2027. - as much as $145B capex spend this year “It plans to launch a chip about every six months through 2027”

@aleabitoredditJul 6, 2026 · 5:48 AM

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 Epiwafer price hike 50-75% - 3in CW Epiwafer price hike ~40%+ - Prices lower domestically in China as expected. Hyperscalers bottlenecking upstream photonics confirmation validation… on all fronts from pricing, demand, to supply shortages. My personal expectation was that price hikes would keep going up like $SNDK given ramping optical demand. We’ll see if this turns out right given another 2 years of the demand curve.

@aleabitoredditJul 5, 2026 · 3:36 PM

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 localized. - Morgan Stanley pointed out NAND will continue to be in short supply into 2027 so $SNDK / Kioxia type players are happy alongisde $SIMO and upstream. - MS remains especially positive on Macronix/Winbond - UBS expects the average price of DDR contracts in the Q3 2026 to increase 32% | 18% Q4, vs. 17% and 12% est. - UBS expects NAND flash to be raised 30% from prev quarter. - Samsung reportedly plans 20% DRAM hike Q3. TrendForce recently forecast DRAM contract prices to rise 13 to 18 percent in the third quarter from the previous quarter, so this hike beats expectations. Something to note: Lot people see 20%... and don't think it's a lot compared to the 70-80% from previous quarters. But if you hike something by 100%, then hike something by 100%, then hike something by 30%, it's a lot more than people estimate since it's compounded. Similar to tracking inflation. I've already made projections going into 2028 from the start of the year on my memory names... I'm just sitting back and watching things play out through all the "memory optimization" and "they can't keep price hiking like this!" noise.

@aleabitoredditJul 2, 2026 · 5:26 PM

@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 before, I wasn't as comfortable talking about it if there's excessive dilution on retail investors. But I do think it's undervalued if they weaponize price hikes like $SNDK.

@aleabitoredditJun 19, 2026 · 12:29 PM

@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 with YMTC/CXMT earlier in the year with Chinese DRAM/NAND flooding narratives, now $MU, $SNDK, Samsung, and others are ATH.

@aleabitoredditJun 18, 2026 · 2:54 PM

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 -> 2.685M KRW (+215.5%) Samsung 172K -> 362K KRW (+110.7%) If you see a bunch of projections on memory names like Samsung becoming the most profitable company in the world in 2028. Might be a good idea to think independently outside of the narratives at the time like "Oil, LNG, Helium, Iran, etc." Probably same thing now with optical names and their projections into 2027, 2028. I do think photonics and memory are the 2 top themes though, with optics being very early into the supercycle.

@aleabitoredditJun 13, 2026 · 9:26 PM

@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 start of the next supercycle.

@aleabitoredditJun 1, 2026 · 5:22 PM

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 inflection point for photonics players. We're just a tad early entering H2 2026 while everyone is building up capacity. Just a general rule of thumb in general if your name isnt space or quantum, markets are forward looking round 8 months. That revenue ramp inflection point is coming, more of a matter of when, waiting for it, and embracing volatility in the meantime.

@aleabitoredditMay 17, 2026 · 4:16 AM

I'm not sure why people look at 13F filings so deeply when all the hedge funds are super behind on names like $JBL, $LITE and others. The most returns come from frontrunning institutions before they figure out the next $SNDK. Not following them 3 months after they file.

@aleabitoredditMay 11, 2026 · 9:14 PM

For Towa (6315): Earnings are very nuanced. I got the current ER "Beat" wrong in my original thesis (short term), my bad. But it's an amazing structural long and setup for H2 2026 rather than H1. TLDR: Near term bearish algorithmically since they miss the nuance, very positive H2 (markets are forward looking) Revenue ¥54.36B (+1.7% YoY), Net Profit at ¥4.59B (-43.4% YoY). Operating Profit ¥6.91B (-22.1% YoY) News headlines say "EPS crashed -43.4%" or "order miss" that might trigger an algorithmic selloff. 1. As you've seen with US Towa trading, "EPS crashing -43.4%", and algos might have sold headlines. -> But this was due to last year, of one-off "compensation for damage" payout and one-time ¥1.3 billion yen stock sales from last year. -> Also "increased initial costs for new customers in compression equipment." for new equipment is caused profitability losses this quarter. So a bit of an accounting mirage, not really any profitability issues + scaling new orders, so one-off. However: Margin inflection point is already here. Which is the biggest signal. Full year operating margin was 12.7%. For the annual average to reach 12.7% when Q1-Q3 was hovering around ~10%, Q4 should have been around ~18.4% or something? Which is extremely bullish moving forward for profitability, and shows HBM compression machines are doing work, compared to legacy equipment. 2. Order book "miss": "Acceleration expected during the second half of fiscal year 3/27 as front-end process production capacity expands." This signals $MU, Sk Hynix, and others don't have the floor space ready yet, since they're still building front-end wafer fab lines. But H2, is setup for massive beat. Demand visibility is there... just revenue/profit ramp deferred to H2. _ Towa forward guidance forcasted ¥64.0B in Sales (+17.7% YoY) and ¥10.24B in Operating Profit (+48.0% YoY), which signals all time high profitability in the future. IMO they also sandbagged revenue guidance, since they literally said acceleration second-half but didn't give much of a projection beat. Japanese companies tend to be ultra conservative too, their dividend hike is a large signal too Regardless, I think the US selloff was probably just due to negative accounting headlines + lower liquidity. Also I was a bit too early by like 4-6 months. But Towa is an extremely positive setup for H2. Just not your explosive $SNDK $AAOI 10%+ a day type company. TLDR: Long term bullish, short term lot of nuances missed with headlines. Just need to wait a few more months if you have patience. Margins are increasing, revenue/orders deferred H2, dividend hikes, etc.

@aleabitoredditMay 8, 2026 · 4:14 PM

Nobody can convince me $SNDK isn’t a meme stock at this point. But as I’ve said, bottlenecks with multi-year visibility like $HPS.A or $LITE tend to perform better. https://t.co/WkjoG1jIYu

@aleabitoredditMay 6, 2026 · 3:14 AM

Just for the visual learners about CPO: This is what the CPO market growth looks like from GS + $LITE transcript confirmations. There's certain names that are very high-beta correlated to CPO. Maybe... not the best idea to copy firms named after Orange Peels on $AAOI to $SNDK to short names. At the very beginning or middle of supercycles? Especially if you're retail, live in Europe, and only look at last 12 months revenue instead of forward growth.

@aleabitoredditApr 30, 2026 · 8:58 PM

$SNDK earnings are just way too good... Q3 earnings: Revenue: $5.95B vs. ~$4.7B (252% Y/Y growth, 26% beat) EPS: $23.41 vs. ~$14.5 (62% beat) Gross Margin: ~78.4% vs. 67.3% (+1,110 bps vs. Est.) Q4 2024 projections: Revenue: $7.75B-$8.25B vs. ~$6.5B (23% above estimates) EPS: $30-33 vs. ~$23 (37.0% above estimates) Memory companies (disclosure I do own Sandisk) are a bit easier to price in ahead of time vs. names like $RDDT (off of traffic data). Just purely from third party stuff like NAND price hike reports... so all the repricing does happen ahead of time, not on actual earnings. Regardless, this is formal confirmation that memory companies are going brrr... Astronomical earnings from memory players and they'll likely keep marching upward over this year.

@aleabitoredditApr 28, 2026 · 1:33 AM

@JapanDeepValue1 Bro we’re in a memory supercycle, 19.95% YTD before this is considered flat! $SNDK is up 300% YTD so I have high expectations for some names

@aleabitoredditApr 22, 2026 · 10:19 AM

@ThatIsIt11 These are chokepoints over multiple year supercycles not bottlenecks. $AXTI, $SNDK fit the definition of a bottleneck. But stuff like glass core or dfb lasers should scale past 2028 and this is the beginning of the next volume ramp from architectural shifts in photonics or advanced packaging.

@aleabitoredditApr 13, 2026 · 9:56 PM

$AAOI and $SNDK: Are the perfect examples why you don’t follow hedge funds named after Tangerine peels… Like if you’re going short, do it with companies with terrible fundamentals. Not two of the largest beneficiaries of the photonics and memory supercycles? I struggle to understand the reasoning behind their trades.

@aleabitoredditApr 10, 2026 · 5:57 PM

$SNDK is a perfect example why you don’t trust firms named after tangerines. Forward earnings compresses extremely hard with Sandisk and $AAOI. My opinion is that shorts are just fuel to the rally… Since people who took the other end of the trade, show a lack of understanding of forward growth, bottlenecks, and extreme TAM expansion.

@aleabitoredditApr 7, 2026 · 2:13 PM

The nice thing about multi-year bottlenecks from: $HPS.A to $SNDK to $LITE Is that you can sleep a easier despite market volatility like today. Knowing demand will be extreme even 1 year... Even if Trump wants to nuke Bikini Bottom and other companies might be more impacted: -> One has a huge market share over Transformers -> One has huge market share over NAND -> One has huge market share over EML/OCS. And the one thing in common is that they're all likely backlogged on orders into 2028. Signaling near-guaranteed fundamental revenue and likely margin expansion into the next year. It's H1 2026 now.

@aleabitoredditApr 2, 2026 · 3:42 PM

@Market_Nick_ $AAOI does look like an early $SNDK. Largely dependent on execution, but the fact they project they'll have the largest 1.6T capacity in the US from projections (from inp laser fab to assembly), is pretty bullish.

@aleabitoredditMar 25, 2026 · 11:02 AM

Woah Nanya was my long earlier in the year... Did not expect $SNDK to take a $1B+ stake in it just now. Fact that Sandisk is taking stakes in companies like Nanya, means bottleneck in legacy memory might be bigger / more underpriced than marketes thought. Massive implications for others like Macronix + other TW companies. Or... $SNDK just has too much money from NAND price hiking and needed somewhere to spend it?

@aleabitoredditMar 19, 2026 · 9:38 PM

@gahhhbor Better question to ask is.. is photonics going to be a major thing in 2028? If it is, $AXTI is probably going to be a major $SNDK like bottleneck, and I’m personally holding. https://t.co/AfCc9iLm81

@aleabitoredditMar 17, 2026 · 2:15 AM

@stephenandstuff Depends how big you think photonics is and how much value you think hyperscalers would place to secure their supply chain. If you look at $SNDK and NAND, we’ve already seen what it’s like. The more downstream you go like lasers or finished transceivers typically have higher revenue/margins. But if you’re a duopoly and hold a major chokepoint around both feedstock and substrates, I think there’s a lot of room for rerating a $2B company when the future of AI is scaled with photonics.

@aleabitoredditMar 16, 2026 · 9:06 PM

Just a reminder: While the entire community was doomposting about memory names. From $EWY (SK Hynix, Samsung), $MU and $SNDK. during the initial Iran conflict. Sayin “Kospi and memory names would drop 30-40% because of Helium or LNG.” I was one of the only few analysts that remained bullish the entire time. As I actually did the research to back up my claims about little material disruption of LNG, Crude, and Helium. The Iran conflict is still ongoing, and there’s a lot of unknowns still regarding potential oil spikes: But fear and sensational headlines drive short term prices. Operating income drives long term prices. Just know that directionally, memory is critical to the AI buildout. United Stares wont let their buildout stall, and lose China, in AI - the most transformative technology in history. Over a Middle East conflict.

@aleabitoredditMar 15, 2026 · 11:13 PM

The Memory Cycle. Is probably going to look like this chart? With SK Hynix, $SNDK, Samsung, $MU and others: -> Price Hikes until 2028 -> Demand Increase Permanent -> Price Decreases After 2028 -> Increased Capacity * Increased Demand * lower margin = High Profit Anyway. For example: 2026 Q1: DRAM, NAND Price Hikes - NAND prices 100%+ Q/Q, DRAM up 70%+. 2026: Q2: DRAM NAND Price Hikes - Samsung hikes Q2 NAND prices 100%+ Again, DRAM up. Q3 -> 2028 Price Hikes. 1. Counterpoint: "There is no scenario where memory prices correct in the second half [of 2027], given that hyperscaler purchasing intent remains unbroken" 2. Intel CEO: "No Relief on Memory Shortage Until 2028". However what people misunderstand: -> Memory Demand Is Structural with AI. -> Prices are not. We'll likely keep seeing price hikes with the extreme memory shortage in 2026. But prices start to fall in 2028. What people conflate is: -> Extreme demand for AI will not cause prices to go to 0. -> More capacity will not cause demand to suddenly go to 0. More Supply * Price * More Demand * lower operating margin = more profit anyway. Operating income will not be 10000%+ Q/Q like now. But if SK Hynix is producing a more steady ~$100B+ operating income Y/Y at a $400B MC from increased capacity but lower margin: Compared to $100B -> $220B -> $90B -> $120B. Then that itself looks undervalued. I don't see a world where it ends up being $100B-> $180B (2027) -> $10B what doomposters are projecting, where they operate at a loss from both demand downturn (eg. smartphones) and margin downturn. The main two things is to look out for is if software/memory usage gets extremely, extremely efficient or hyperscaler capex suddenly disappears (AI is no longer a thing). Same could be said around GPUs for training/inference. But, I would mainly be looking out for hyperscaler capex projections as the #1 indicator. Not random out of context quotes taken from Samsung executives to signal operating income two years out. AI has fundamentally changed what the "commodity" memory is, similar to GPUs back in 2023.

@aleabitoredditMar 10, 2026 · 7:34 AM

NAND prices have now spiraled out of control. Memory companies like $SNDK, $MU, Samsung, SK Hynix stand to benefit the most from inelastic supply and recent NAND price hikes. According to Phison's CEO per Digitimes: "NAND flash prices have surged amid tightening supply, with some manufacturers raising quotations by as much as 50% overnight" This follows reports this week that Samsung has just doubled NAND prices for Q2. Available inventory is becoming non-existent, with hyperscalers and companies willing to pay anything to secure allocation.

@aleabitoredditMar 6, 2026 · 11:57 AM

"Samsung Electronics (005930) will reportedly double its NAND Flash supply price in the second quarter" - Sedaily The price hike of NAND from Samsung (and likely $SNDK + SK Hynix following) is almost 20 times some analyst expectations and 2-4X others. Per BNP Paribas Analyst note in March, they projected for NAND: a 5% Q/Q increase in CQ2 Per ITJungle: "The industry analysts have Q2 up over Q1 in a range of 20 percent to 50 percent, and Q3 at 5 percent to 15 percent, with Q4 up 5 percent to 10 percent" Macquarie's wild SK Hynix ~$190.5 billion operating income projections is starting to look a little more reasonable. The implications for memory companies is crazy.

@aleabitoredditMar 4, 2026 · 6:55 AM

Feels like everyone is doom-posting KOSPI saying: > “Look at the chart, it can’t keep going up like this!” > Memory is a black hole for demand ( $SNDK taking 3Y preorders ) > $EWY is basically just two stocks, Samsung and SK Hynix, not a representation of the Korean economy > Like saying Taiwan Index is a bubble because the index that tracks $TSM and Mediatek goes up. > Memory demand/AI doesn’t just disappear because of a War in Iran, but it does get more expensive. > Increased energy from crude/LNG get passed down to hyperscalers, not eaten up in opex. It’s looks to be fear selling and deleveraging (3x ETFs and 10x likely got wiped out today) rather than materially operational (slight bearish headwind, but not enough for -30%). SK Hynix futures is now trading in the high $300B MC-low $400B range. If MS and updated analyst projections are even slightly right, SK Hynix’s operating profits for example would be ~$300B. They’ll be sitting on too much money by 2028 as a cushion if memory prices drops. (and not even considering demand becomes structural). Looks to be another DeepSeek-Nvidia type fear selling situation, especially as nand/dram prices get hiked again recently. More of a question of timing the bottom. It’s times like these logic matter more than irrational headline selling.

@aleabitoredditMar 3, 2026 · 10:57 AM

Thoughts on the $EWY / KOSPI crash and whether it's a buying opportunity for Samsung/Sk Hynix: This looks like a clear buying opportunity. Especially as investors misunderstand that 2026 is not 2022 (Ukraine-Russia) conflicts. AI has fundamentally changed the demand for memory, compared to the 2022 downturn in consumer electronics, where Samsung/Sk Hynix also footed opex costs. The main catalyst for one of the largest single-day drops in Korean history was Iran drone striking QatarEnergy's Ras Laffan complex. Qatar is roughly ~20% of the global LNG supply. Results: -> Dutch TTF (Euro Natural Gas): +46% -> Asian Spot LNG: + 39% -> U.S. Natural Gas: +4.16% (fine) The LNG spike was the catalyst for the drop as South Korea is materially exposed as it relies on imported LNG. Fearing this inflationary energy shock, investors aggressively dumped South Korean tech equities, combined with deleveraging of 10x Samsung/Sk Hynix. Sending -> Samsung Electronics down by 9.79%. -> SK Hynix shares sank by 11.12%. and the $EWY (KR futures) down 14.49% today. Everyone is fearing the 2022 incident with Russia-Ukraine war increasing LNG prices, causing industrial electricity tariffs in South Korea climbed by roughly 70% after KEPCO stopped abosring losses. In 2022 alone, Samsung's domestic facilities consumed approximately 28,000 GWh of electricity. The tariff hikes added an estimated KRW 2 trillion (over $1.4 billion USD) to Samsung's annual operating expenses and over KRW 1 trillion for SK Hynix. This unprecedented spike in operational expenses (OPEX) hit at the exact worst possible time. In late 2022, the semiconductor industry entered a brutal cyclical downturn. Post-pandemic demand for PCs and smartphones plummeted, leading to a massive oversupply of DRAM and NAND flash. However, 2026 is completely different: Compared to 2022 that faced increasing energy costs during a downturn: AI demand for memory is completely unprecedented. On the 27th, there were reports of DRAM hikes again from Samsung/Sk Hynix. Demand for NAND prices from $SNDK have been so high for capacity allocation that they've been taking 3 year pre-orders in advance. There is no end to demand in sight, and no relief way until 2028. Comparing this to 2022, where consumer segments for laptops and smartphones were already facing a downturn, memory makers could not pass on the costs (and tanked opex bill). That caused a major correction last time. Because the global AI chip shortage is so acute in 2026, they will seamlessly pass their inflated utility bills down the supply chain. Because supply is severely constrained, Samsung and SK Hynix dictate the market terms. Big Tech hyperscalers (Microsoft, Meta, Google, Amazon) are locked in an AI arms race. They are highly price-insensitive right now and prioritize securing volume over haggling. As a result, this looks like a clear buying opportunity, especially as projections range from: Morgan Stanley | Macquarie on Samsung 2026: ~$182.0B USD vs. ~$210.8B USD 2027: ~$235.1B USD vs. ~$333.7B USD Morgan Stanley | Macquarie on SK Hynix: 2026: ~$132.9B USD vs. ~$190.5B USD 2027: ~$167.0B USD vs. ~$312.8B USD The selloff looks like an immediate de-risking from fears over 2022 Ukraine-Russia-conflicts, combined with extreme leverage from 10x instruments. But unlike 2022, where laptops and consumer demand were already facing a downturn and LNG spikes caused Samsung/SK Hynix to foot the bill: This time it's passed onto hyperscaler costs because demand is too high. People always compare KOSPI to silver, but the difference is one has whopping operational income, where in a bull-case scenario, 2 years of income alone would exceed their market cap of companies like SK Hynix. The drop on Samsung/Sk Hynix looks like a clear buying opportunity as their operational income will likely blow past any short term volatility.

@aleabitoredditMar 1, 2026 · 4:35 PM

@ShortsHoward Macronix I've talked about earlier on for NOR Flash. It's probably the most pure play out of the bunch since it's 30-35% of the market with a smaller MC of $6.7B compared to the others at $15B+ The hikes have been pretty modest so far, for it to pull a $SNDK, it will need to be a lot steeper.

@aleabitoredditFeb 27, 2026 · 5:27 PM

Holy $AAOI … Just putting it out there they’re projecting $378 million in monthly revenue for transceivers. At a $5.5B MC. This is the definition of extreme scale up. Although margins are different, $AAOI projections would actually surpass $LITE next quarter guidance by 40%: "Given the recent surge in customer inquiries and apparent rising demand, we believe that by mid-2027, 100G and 400G revenue will be approximately $90 million. 800G revenue will be approximately $217 million and 1.6 terabit revenue will be approximately $71 million monthly. Altogether, this represents $378 million in monthly revenue for transceiver products." Absolutely unholy projections unseen since $SNDK earnings.

@aleabitoredditFeb 16, 2026 · 9:46 AM

Interesting comment from Phison's CEO interview was this. When addressing the rumor that Chinese memory makers (YMTC and CXMT) will flood the market: Pua says: "The people saying that are talking in their sleep/dreaming". $SNDK, $MU, and the memory trade appear to have no shortage in sight. The memory demand for AI looks structural and exponentially growing.

@aleabitoredditFeb 11, 2026 · 12:39 AM

@WaterFish2000 If I had to try and make it simpler. Samsung and $SNDK are both farmers. Samsung wants to farm avocados (HBM4). They dedicate half their farmland to make produce higher priced avocados. $SNDK says they're going to keep growing corn (NAND). Samsung selling more avocados does not affect the corn market. In fact it might even make it more expensive. So all the media saying Sandisk is dropping because Samsung wants to make avocados makes no sense.

@aleabitoredditFeb 7, 2026 · 10:27 PM

@yepyepmf Where did I ever say $SNDK was the weakest link? It’s just the most volatile memory company out the bunch but forward p/e for 2027 looks low, so the growth trajectory looks hilarious. https://t.co/OFhiqtOH4O

@aleabitoredditFeb 3, 2026 · 9:05 PM

Retail on X really need to stop shorting $SNDK. Intel CEO Lip-Bu Tan just said at Cisco's AI Summit: "The reality is that memory is the biggest constraint for AI right now... structural supply crunch with no relief until at least 2028". Intel CEO talking about $MU, SK Hynix, Samsung bottleneck that there's no relief until ***2 years later*** is probably your biggest long signal.

@aleabitoredditFeb 2, 2026 · 5:00 PM

$SNDK - Even after a 16% increase, the forward 2027 p/e is still single digits. That’s how profitable the memory supercycle is with $MU, SK Hynix, Samsung, and others The AI demand + price hikes looks like the new structural norm. https://t.co/6RG14zqEpr

@aleabitoredditJan 30, 2026 · 4:49 PM

7N Indium prices have just hit ATHs on SMM with zero signs of slowing down. The $AXTI bottleneck is playing out real time. Western hyperscalers appear to be soaking up every bit of the InP substrates + precursors supply for the AI buildout. Like $SNDK and $MU, it's just a waiting game for the upstream suppliers like AXT to increase prices (like NAND). The supply shock feels inevitable.

@aleabitoredditJan 29, 2026 · 1:13 AM

Some other Asia memory long ideas like Nanya (if you don’t want $MU, Samsung, SK Hynix types) - Winbond (dram/flash) up 847% 1Y - Macronix (ROM/ NOR flash) up 389% 1Y - Phison Electronics (SSD controllers for Kioxia $SNDK) up 383% 1Y Some other interesting ones are Tokyo Electron for NAND/DRAM equipment for indirect beneficiaries

@aleabitoredditJan 25, 2026 · 7:24 PM

People are long $MU / $SNDK for "The Memory Supercycle". Or "Copper" because of demand. But is obvious trade in front of you? $BBW - Build a Bear. 5y Return: Teddy Bear: 1301.55% Nvidia: +1,258.68% While you're fighting for crumbs in the GPU/Memory/Copper supply chains, you could have just bought a Teddy Bear like I did.

@aleabitoredditJan 21, 2026 · 3:49 PM

Looks like markets are starting to find out about $VPG. This is my top robotics sector stock. And reminds me of $SNDK at $30 before current memory rally to $470. Or $SMCI at $1.3 before the AI buildout rally to $100. This may be the inflection point for robotics humanoids. https://t.co/POgwnIJyu8

@aleabitoredditJan 7, 2026 · 7:49 AM

@beauty_oe 本日の輸出規制により $AXTI が独占状態となったことを考えれば、今日の+20%を超える上昇はもっと大きくあるべきだったと考えていました！しかし、本格的な変動は $SNDKやメモリ市場で起きた事例のように、1〜2ヶ月後にボトルネックが生じた際に起こるでしょう。時価総額は依然として非常に小さく、メディアでの報道も皆無です。ここにいる皆さんは、単に市場より一足早く参入しているに過ぎません