Last 12mo stats

869

mentions

107

tickers

590

posts

Ben Pouladian

@benitozSemis21.1k followers

Ben Pouladian

@benitozSemis21.1k followers

Past 12mo:869mentions107tickers590posts

$MU· Micron Technology

6 calls past 12moshow all

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About this voice

@benitoz posted 590 times across 107 distinct tickers over the past 12 months, accumulating 869 cashtag mentions. $NVDA dominated the activity with 367 mentions, followed distantly by $GOOGL with 33 mentions, and $AAPL and $AMZN each with 27 mentions. The account's posting pattern reflects sustained focus on semiconductor and technology narratives, with $NVDA mentions beginning June 14, 2025, and continuing through the most recent activity on July 17, 2026.

AI-generated from tracked posts · updated Jul 18, 2026

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Recent calls

6 calls

@benitozJun 25, 2026 · 1:19 PM

$MU Micron bears think SCAs cap the upside. They’re missing the cleanroom. You can’t flood memory. HBM eats ~3x the wafers per bit. Greenfield fabs take 2–3 years. And every AI bit shipped removes commodity supply. Take-or-pay may cap the peak. It also amputates the trough. And Nvidia already locked the choke point. HBM4 ships into Vera Rubin first while everyone else fights for residual allocation. Plain compute wants to commoditize. Memory is the physics wall. Memory Wars anon

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@benitozJun 24, 2026 · 9:29 PM

$MU didn’t just beat. It repriced the entire memory complex. EPS $25.11 vs ~$20.8 Rev $41.46B vs ~$35.9B Next Q guide: ~$50B revenue at ~86% GM This isn’t your grandfather’s Idaho potato company anymore. 86% GM is allocation economics. You only print that when supply is rationed and customers are signing strategic deals to lock capacity. HBM4 ramps into Nvidia. $MU $NVDA Memory Wars, validated on the tape.

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@benitozMar 22, 2026 · 4:42 AM

I’m still waiting on my Roadster, @elonmusk. But I’ll give you this building $ASML + $TSM + $MU under one roof. Mask making. Fab. Test. Redesign. One recursive loop. Doesn’t exist anywhere on Earth The Memory Wars just got its most dangerous entrant. MOAR Compute https://t.co/oWhMJ4bky8

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@benitozMar 18, 2026 · 11:49 PM

Micron: $23.9B revenue $MU 75% gross margins. Guiding $33.5B at 81% Only filling 50-65% of customer demand SK Hynix sold out through 2026 Samsung sold out through 2027 Jensen sees $1T through 2027 Three vendors. One message https://t.co/GWXyiaKtmk https://t.co/pYgdLz9Duq

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@benitozDec 17, 2025 · 10:58 PM

Everyone arguing GPUs while Micron calmly says: HBM sold out 2026 tight $100B TAM two years early AI doesn’t run on vibes, it runs on stacked DRAM Memory is the choke point $MU $NVDA https://t.co/RWUxev8Dma

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@benitozJun 25, 2025 · 9:13 PM

Micron $MU CEO Sanjay Mehrota Q305 earnings call: HBM will to continue growing well into 2028!!

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Who is Ben Pouladian?

Ben Pouladian (@benitoz) is a FinTwit voice tracked on Surfaced in the Semis category with 21.1k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.

What stocks does @benitoz mention most?

Over the past 12 months, @benitoz's most-mentioned tickers are $NVDA, $GOOGL, $AAPL, $AMZN, $INTC — $NVDA leads with 351 mentions.

When did @benitoz first mention $NVDA?

@benitoz's first tracked mention of $NVDA was on Jul 25, 2025.

How active is @benitoz?

In the past 12 months, @benitoz posted 590 times carrying cashtag mentions, totalling 869 mentions across 107 distinct tickers.

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