@analysisop has posted 77 times in the past 12 months, mentioning 23 distinct semiconductor-related tickers with 119 total cashtag references. The account's focus has centered on memory and storage chip stocks, with $MU leading at 27 mentions, followed by $AAOI with 18, $SNDK with 12, $LITE with 11, and $GLW with 9 mentions. Most of this activity concentrated in late May and early June 2026.

Recent posts from @analysisop discuss semiconductor supply constraints and industry dynamics. The account has highlighted what it characterizes as significant supply-demand imbalances in the AI infrastructure space, specifically identifying $MU, $SNDK, and $LITE as bottleneck plays. Posts reference quotes about the speed mismatch between software deployment and semiconductor manufacturing capacity, framing this as the beginning of a broader story about chip industry constraints.