Alex A.C. (@analysisop) on Surfaced

Last 12mo stats

884

mentions

65

tickers

590

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Alex A.C.

@analysisopSemis3.2k followers

Alex A.C.

@analysisopSemis3.2k followers

Past 12mo:884mentions65tickers590posts

$SNDK· Sandisk

74 mentions since Jan 2026calls only

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About this voice

@analysisop has posted 590 times over the past 12 months, generating 884 cashtag mentions across 65 distinct tickers in the semiconductor space. The voice's most-mentioned ticker is $MU with 184 mentions, followed by $AAOI with 91 mentions, $NBIS with 88 mentions, $LITE with 87 mentions, and $SNDK with 74 mentions. Recent activity shows sustained focus on infrastructure plays tied to AI compute demands, with particular emphasis on memory, networking, and storage components supporting data-center workloads.

AI-generated from tracked posts · updated Aug 30, 2026

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Recent mentions

latest 50 of 74

@analysisopJul 17, 2026 · 3:53 PM

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 MUST BE CONTINUOUSLY POST-TRAINED ⚠️ as tools, environments and failure cases change, requiring large-scale inference rollouts and repeated model-weight updates. Even if platforms such as $NVDA Vera Rubin can complete the same workload with fewer GPUs, LOWER COSTS MAY ENCOURAGE COMPANIES TO POST-TRAIN MORE MODELS ⚠️, across more environments AND AT A HIGHER FREQUENCY ⚠️. Greater hardware efficiency may therefore EXPAND THE OVERALL TRAINING AND INFERENCE CYCLE rather than reduce aggregate compute demand. That supports sustained demand not only for GPUs, but also for HBM, networking, CPUs, storage and broader data-center infrastructure" You know my favorite names for those sub-sectors $MU $SKHY $SNDK $AAOI $WDC

@analysisopJul 16, 2026 · 4:41 PM

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 Market Crash, just in the beginning of the AI Revolution and with the situation reaccelerating, it's so ridiculous you should pay great attention. See you in 6 months. $MU $SKHY $SNDK $AAOI $NBIS

@analysisopJul 15, 2026 · 4:37 PM

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 😉 But you have other x2 or more in $MU $SNDK $SKHY , so take advantage of MMs crushing retail https://t.co/M9DlUVpEZE

@analysisopJul 14, 2026 · 4:20 PM

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 / sh" 🔥 which is the bullish PT other 2 investing firms gave some weeks ago 😂👌 That's more than a x2 from current prices 🚀 Bullish too $MU $SNDK

@analysisopJul 13, 2026 · 9:05 PM

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

@analysisopJul 8, 2026 · 5:36 PM

"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 to large-scale inference phase. The current market supply-demand balance remains tight" $SNDK 🔥

@analysisopJul 7, 2026 · 1:18 PM

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 very promising like $NBIS , $AAOI , and a long etc. 🐔🐔🐤 Guys... we're STARTING the AI Revolution, and even with some names with rather high multiples, we're still EARLY. I've read recently a post of our famous fren Jukan, where he talks about his fear that Memory names can start to fool around sideways like Nvidia.... I reply: well, then we'd better buy Costco perhaps? Adobe? 😅 I don't want to be cynic, it's an extreme but real example of the alternatives. If you don't buy giga quality companies with HUGE GROWTH ahead.... you only can buy speculation at early stages (ie., very expensive under great risk), or the typical average S&P 500 company... and you know how they are Big Guys won't allow the goods names to increase without trolling the situation from time to time, so either you load good names and patience and hold, or you try to trade the rigged game of the Market 🤷‍♀️

@analysisopJul 7, 2026 · 1:16 AM

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) CAPEX worldwide of... $3 T !!! by year 2030 Rather in line with the bullishness of $NVDA Jensen 🐂 Memory $MU $SKHY Storage $SNDK $WDC Photonics $LITE $COHR $AAOI and several other names to Saturn 🚀🪐 Sounds cliché, but we are still early

@analysisopJul 6, 2026 · 2:05 PM

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 T (AI Data Centers) 🔥🔥 I'm bullish Memory in general, though I can't agree or disagree about these figures. If happens, that's brutally bullish $MU $SKHY $SNDK

@analysisopJul 3, 2026 · 2:56 PM

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: - Look smart and talk about "cyclical" and "bubbles", or - make money investing in one of the strongest bottlenecks of the AI Revolution 😌 $MU $SKHY $SNDK

@analysisopJul 1, 2026 · 1:37 PM

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 considered even for 1 sec that """news""" has any sense, I'm serious here, you should consider stop investing for the rest of your life

@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

@analysisopJun 25, 2026 · 7:07 PM

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

@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

@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 🚀🚀

@analysisopJun 22, 2026 · 3:13 PM

From "cyclical" to Strategic Giants in the future AI landscape😌 $MU - SK hynix - Samsung - $SNDK https://t.co/mBcOWoqpDP

@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/]

@analysisopJun 19, 2026 · 3:52 PM

"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 everything: $MU $SNDK $WDC $LITE $MRVL ...

@analysisopJun 18, 2026 · 9:23 PM

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%] 📈 Sorry not sorry for the former Memory Bulls turned... clowns, and a real sorry for the Memory Panicans 😌

@analysisopJun 17, 2026 · 9:30 PM

@demian_ai Well, $SNDK very near AXTI in record explosive growth😉 https://t.co/7QhP7WNTHO

@analysisopJun 17, 2026 · 8:43 PM

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...." Then $MU $SNDK etc. went to Saturn. Now AI Agents can be the "matrix multiplication" equivalents for Networking: "A single agentic task can generate 450% more network traffic than a human doing the same work" 👀🔥🔥 Imagine the networking traffic 🚀 And in AI, Networking ==> Photonics & Glass $LITE $AAOI $NOK $GLW

@analysisopJun 16, 2026 · 2:53 PM

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

@analysisopJun 16, 2026 · 1:44 PM

@jukan05 $MU Sk hynix $SNDK prepare the 🚀🚀

@analysisopJun 15, 2026 · 4:05 PM

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

@analysisopJun 12, 2026 · 2:11 PM

@TradexWhisperer $SNDK bordering the $2000 buddy 😭😭🥹

@analysisopJun 12, 2026 · 1:34 PM

Only one word: ACCELERATING 🔥 Bottlenecks to Saturn 🪐 $MU $SNDK $LITE

@analysisopJun 4, 2026 · 11:11 PM

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 [data centers], right? Um, and so we [the Semi industry] are behind" AI Supply-Demand is so giga tight guys.... and the story is only starting. Bottlenecks to Saturn: $MU $SNDK $LITE

@analysisopJun 2, 2026 · 9:24 PM

@semivision_tw Bullish $SNDK 😉

@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)

@analysisopJun 2, 2026 · 2:06 PM

@HyperAICapital 😂😂😂👌 I add: "we did what that Citron said, he said to Short $SNDK and $AAOI "

@analysisopJun 1, 2026 · 2:48 PM

"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 potentially increase that to 80% over time" Imagine SanDisk with P/E similar to HDD stocks 🤞🔥🔥

@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) 🙌

@analysisopJun 1, 2026 · 2:19 PM

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/L7Wqelic4O

@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

@analysisopMay 29, 2026 · 1:32 PM

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 stocks, they have increased too much" must be in suicide watch right now 🤣 [From Bloomberg 5/29/2026]

@analysisopMay 28, 2026 · 7:05 PM

Memory bottleneck is here to stay with us forever 😂😂🔥 $MU SK hynix $SNDK

@analysisopMay 28, 2026 · 1:01 AM

@sean_________ $MU $1600 (at least) $SNDK $2000

@analysisopMay 26, 2026 · 9:33 PM

@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 🚀🪐

@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

@analysisopMay 22, 2026 · 5:49 PM

"Agentic workloads = context-heavy by default" In the Inferencing era, more bullish Memory and Storage, and specialized Neoclouds than ever $MU $SNDK $NBIS

@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

@analysisopMay 19, 2026 · 4:39 PM

"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 only starting (and it's not an irony) 😌 $MU $SNDK $WDC $LITE $NVDA

@analysisopMay 18, 2026 · 1:08 PM

@jukan05 Meanwhile le Giga Insider Leopold holding $MU and adding $SNDK https://t.co/MXZYUevj1e

@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

@analysisopMay 15, 2026 · 11:46 PM

@StockMKTNewz dude added $MU and $SNDK 😊 @LNG_Investor_

@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

@analysisopMay 9, 2026 · 4:18 PM

$AMD : more manufacturing capacity ahead. Take note guys 🤓 Also $INTC thx to its own Foundry. CPU production up 📈 ==> More Memory and Storage, and Networking demand up 📈 $MU $SNDK

@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

@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..... 🤔

@analysisopApr 30, 2026 · 10:01 PM

$SNDK BRUTAL Results: - Revenue up +97% QoQ !!! not from past year guys, from past Quarter! - Net Income up +350% QoQ LOOL 🔥🤌 In good part due to brutal increase in Margins (next post Guidance) https://t.co/VmQpmMd9oy