Alex A.C. (@analysisop) is a FinTwit voice tracked on Surfaced in the Semis category with 3.2k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.

What stocks does @analysisop mention most?

Over the past 12 months, @analysisop's most-mentioned tickers are $MU, $AAOI, $NBIS, $LITE, $SNDK — $MU leads with 184 mentions.

When did @analysisop first mention $MU?

@analysisop's first tracked mention of $MU was on Dec 15, 2025.

How active is @analysisop?

In the past 12 months, @analysisop posted 590 times carrying cashtag mentions, totalling 884 mentions across 65 distinct tickers.

Alex A.C. (@analysisop) on Surfaced

Recent calls

29 calls

@analysisopJun 26, 2026 · 2:29 PM

Prepare yourself anon 😬 That 2024 set up must last until 2030..... Bullish Memory & Storage manufacturers though 🙄 $MU SK hynix $SNDK

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@analysisopJun 25, 2026 · 2:49 PM

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 $MU SK hynix $SNDK

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@analysisopJun 24, 2026 · 10:39 PM

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 think in the Physical AI: humanoid robots have x10 the Memory & Storage content of a L2+ vehicle! 🔥🔥 $MU SK hynix Samsung $SNDK 🚀🚀

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@analysisopJun 21, 2026 · 5:07 PM

$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 PCIe peer-to-peer. The host CPU and DRAM never see the transfer" Don't know guys.... this sounds bullish for NAND 😉 $SNDK Notice too that this tech uses PCIe; invest accordingly [Source: blogs.fadu [dot] io/cmx-ssd-for-ai-inference/]

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@analysisopJun 16, 2026 · 2:53 PM

More weight in the investing case of NAND. $SNDK & Memory Majors 🚀

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@analysisopJun 15, 2026 · 4:05 PM

Day after day more weight into the Memory re-rate thesis 🚀🌛 $MU SK hynix $SNDK

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@analysisopJun 2, 2026 · 3:07 PM

$SNDK bros, take note. NAND tightness is here to stay 🔥🔥 (and remember the Memory Majors all manufacture SSD too)

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@analysisopJun 1, 2026 · 2:37 PM

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 $SNDK with highers P/Es (re-rate thesis) 🙌

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@analysisopMay 31, 2026 · 5:46 PM

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 $MU SK hynix $SNDK

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@analysisopMay 26, 2026 · 4:19 PM

[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.... how high can these names get to?? From "pure commodity" to Structural for AI🔥 $MU SK hynix $SNDK

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@analysisopMay 21, 2026 · 8:55 PM

"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 an input into the next. If agentic AI works, the enterprise storage stack is underbuilt" $SNDK

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@analysisopMay 17, 2026 · 6:47 PM

I'm seeing a new kind of Memory Panicans, but much worse: the former Memory Bulls that have sold their Memory names recently and now are saying: "ey, the cycle! downturn is near!"🤦‍♀️ Preaching against the ones we're holding. You're pathetic and know nothing🤷 $MU SK hynix $SNDK https://t.co/NOFSb0nWlu

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@analysisopMay 9, 2026 · 8:03 PM

Did you pay attention guys?? Look at how much the Memory stocks have increased since early Feb. 📈📈 And what's more, the Memory stocks are still VERY cheap for the amount of demand that it's coming (and the very limited supply), and we have the ace for the re-rating $MU $SNDK

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@analysisopMay 8, 2026 · 1:23 PM

SK hynix 🇰🇷 - "Customers financing equipment purchases" 😱😂😂 - "Offers to invest in its new productions lines" - "Available capacity is essentially zero right now" 👀🔥 Looks like the re-rating of the Memory names is near? 🔥 $MU $SNDK

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@analysisopMay 2, 2026 · 6:56 PM

Guys, giga bullish news 😱🔥 This deserves a re-rating of the Memory and NAND stocks $MU SK Hynix $SNDK Obviously I don't know if that will happen, but perhaps will be a good thing to hold for longer those stocks even if they hit your near-term SP target..... 🤔

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@analysisopApr 30, 2026 · 3:41 PM

"We believe DeepSeek V4’s cache-hit repricing implies upside for SSD, with NAND demand set to grow exponentially" 🔥 In line with what @jukan05 published from the Korean firm KIS. Memory and Storage (NAND) are becoming a key part of the AI architecture, incrementally $MU $SNDK

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@analysisopApr 24, 2026 · 2:06 PM

LOOL NAND ASP prices expected to +90-100% in Q2 !! $SNDK $MU 🚀

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@analysisopApr 23, 2026 · 4:55 PM

"NAND is no longer just a simple storage device. We expect it to see long-term growth as a critical component [ KV cache increase-related]" "As the AI market grows, the NAND market also has significant growth potential" 👀🔥 $SNDK $MU

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@analysisopApr 13, 2026 · 3:55 PM

$SNDK is getting serious about HBF: "SanDisk projected HBF samples would ship in H2 of this year, with HBF-based AI device samples emerging in early 2027" 👀🔥 "Professor Kim Jung-ho, the "Father of HBM": by 2038, the HBF market will be larger than the current HBM market." 😱

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@analysisopApr 8, 2026 · 4:10 PM

"NVIDIA newly unveiled ICMS (Interconnect and Memory Subsystem) is expected to further boost NAND demand 👀🔥 ICMS stores and utilizes KV cache generated during inference in storage rather than HBM, improving overall system compute efficiency" Take note guys $SNDK $MU SK hynix

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@analysisopMar 25, 2026 · 2:59 PM

Poor clowns that in 2024 couldn't draw the conclusion that trillions of matrix multiplications would need tons of Memory are the ones who now are saying that "Google has resolved the Memory problem" 😂 Ppl. lost $$$ for not investing in $MU $SNDK , and now will lose it again 😉

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@analysisopMar 7, 2026 · 7:10 PM

Apple removes the 512 GB DRAM option (Mac Studio M3 Ultra) -the company with more negotiating capacity that recently has eaten a 100% increase in DRAM costs from its suppliers-, and you guys are bearish Memory (and NAND Storage)?? $MU - Sk hynix - $SNDK https://t.co/npBWtt4zPF

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@analysisopMar 5, 2026 · 4:34 PM

- "The eSSD NAND supply shortage is expected to be ⚠️severe and prolonged⚠️ (limited cleanroom space at P4. P5 construction will take 3 years until wafer output begins)" - "Samsung management projected that HBM3E pricing in 2026 will come in above 2025 levels" $SNDK $MU SK h.

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@analysisopFeb 26, 2026 · 4:07 PM

- A clown investing firm: "shorting $SNDK right now, too expensive" - Phison Electronics (🇹🇼 NAND controllers manufacturer): "PAY ME IN ADVANCE, DEMAND IS SO STRONG I CAN DO WHATEVER I WANT" You choose your side anon 😉

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@analysisopFeb 17, 2026 · 5:27 PM

Samsung 🤝 $SNDK 💘 HBF Take into account that before this news/rumor, HBF wasn't going to be the great thing until at least post-2030 We will see (just in case you should own some SanDisk stonk 😅)

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@analysisopFeb 15, 2026 · 7:06 PM

Great insights here for Memory bros. I recommend to read the whole thread (summary: bullish for the entire no-cycle) $MU SK hynix $SNDK

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@analysisopJan 27, 2026 · 3:32 PM

citi: "In 2026E, we foresee global DRAM / NAND pricing growth to be significantly better than expected at +120% / +90% YoY" 👀🔥🔥 $MU - SK hynix - $SNDK

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@analysisopJan 9, 2026 · 6:20 PM

@babybluecream "Company statements indicate SanDisk $SNDK expects revenue between $2.55 B and $2.65 B for the Oct. to Dec. 2025 period" - Extract from @jukan05 The company's Revenue has jumped 2 Qs Projections suddenly 😱 If this pace continues, a P/E <10 company by FY2026 😱🔥

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@analysisopJan 7, 2026 · 12:04 AM

EPS Estimates are crazy for SanDisk Corporation $SNDK If those numbers happen, the company can sit on a lows 20s P/E by mid-2027 👀 And of course with much more cycle to run! 📈 Can the company keep pace with those mega bullish figures? 🤔 [Chart courtesy of @babybluecream ] https://t.co/3EIAvNelY2

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Alex A.C.

Alex A.C.

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