CK Capital (@ckcapitalxx) on Surfaced

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CK Capital

@ckcapitalxxLong Research84.1k followers

CK Capital

@ckcapitalxxLong Research84.1k followers

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$MU· Micron Technology

39 mentions since Feb 2026calls only

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About this voice

@ckcapitalxx maintained substantial engagement with 2,207 cashtag mentions across 163 distinct tickers over the past 12 months in 1,268 posts. The voice's most discussed ticker was $ASTS with 352 mentions since January 15, 2026, followed by $NBIS with 206 mentions. Other frequently mentioned tickers included $AAOI with 89 mentions, $IREN with 81 mentions, and $PENG with 79 mentions. Recent activity through July 17, 2026 continued this pattern of multi-ticker coverage with focused analytical commentary.

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

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39 posts

@ckcapitalxxJul 4, 2026 · 4:45 AM

The market is near all time highs. But look at some of your favorite stocks. $NVDA. ATH $236. Now $194. Down 18%. $META. ATH $795. Now $584. Down 27%. $TSLA. ATH $498. Now $394. Down 21%. $MU. ATH $1,255. Now $976. Down 22%. $SNDK. ATH $2,350. Now $1,760. Down 25%. $NBIS. ATH $299. Now $216. Down 28%. $CRWV. ATH $166. Now $82. Down 51%. $LITE. ATH $1,085. Now $725. Down 33%. $MRVL. ATH $329. Now $245. Down 26%. $AAOI. ATH $233. Now $121. Down 48%. $QCOM. ATH $260. Now $177. Down 32%. All down 18 to 51% while the index sits at records.

@ckcapitalxxJun 29, 2026 · 2:00 PM

Wow. $MU $SNDK https://t.co/f1Neutr7vf

@ckcapitalxxJun 28, 2026 · 4:05 PM

Crazy how $MU and $SNDK closed red on the week. https://t.co/BMTDsEFUuC

@ckcapitalxxJun 25, 2026 · 1:50 PM

Yo guys, the backbone of AI $MU just gave us record breaking earnings. Let’s nuke the markets because why not.

@ckcapitalxxJun 25, 2026 · 1:42 PM

These next couple months are going to be insane. $MU $SNDK

@ckcapitalxxJun 24, 2026 · 10:17 PM

Was only a matter of time on this one. Some help from $MU also. https://t.co/GbpL5BWWWr

@ckcapitalxxJun 24, 2026 · 8:31 PM

No words. $MU https://t.co/9lOYzlKksv

@ckcapitalxxJun 24, 2026 · 8:09 PM

Thank you goat. $MU https://t.co/f3HOLSAjBe

@ckcapitalxxJun 24, 2026 · 7:45 PM

Me waiting for $MU earnings. https://t.co/OGQTo0f79f

@ckcapitalxxJun 24, 2026 · 5:10 PM

The market relies on 1 man today. $MU https://t.co/b2QZkp0nPq

@ckcapitalxxJun 24, 2026 · 5:08 PM

Sooooo. Double beat and raised guidence coming? $MU He looks too happy.

@ckcapitalxxJun 20, 2026 · 8:09 PM

So true. If the fundamentals of a company look great why wait for an amazing entry point that may never come. An example is when many people avoided $SNDK and $MU because of a huge run up and look at what many people missed it out on. If you study a stock top to bottom you’ll know what the company is worth.

@ckcapitalxxJun 20, 2026 · 5:45 PM

Every AI stock is priced for perfection. The one thing AI cannot run without is still on the clearance rack. If I had to bet everything on one position for the next five years, it would be the $DRAM ETF. It is the last genuinely cheap corner of the entire AI trade. Look at what the rest of AI trades at. The big infrastructure and software names sit at 30, 50, sometimes over 100 times earnings. The market has priced years of flawless execution into them. Now look at the companies that make the memory all of that AI literally cannot run without. SK Hynix trades around 4 to 6 times forward earnings. The dominant HBM maker on earth, supplying the majority of $NVDA’s high bandwidth memory, with a 58% share of the HBM market, valued at a low single digit multiple. $MU (Micron) tripled off its lows and still trades around 8 to 12 times forward earnings. Revenue is expected to roughly double this year, HBM is sold out through 2026, and the multiple actually compressed as the stock climbed because earnings grew even faster than the price. Samsung screens as outright cheap, the diversified memory giant rolling out HBM4 to defend its position. $SNDK (SanDisk) is the richest of the group near 19 times, but it is the pure NAND play riding the same shortage. Sit with that. The picks and shovels of the entire AI revolution, the one component nothing works without, trade at a fraction of the multiple of the software running on top of them. That is backwards. And here is the catalyst that closes the gap. Memory makers just moved from one year contracts to multi year strategic agreements. The only reason these names ever traded at low single digit multiples was the old boom bust cycle. Take that volatility away with multi year contracted demand and they earn a premium multiple instead of a cyclical one. That re rate has barely started. The shortage runs to 2030. Demand is locked under long term contracts. New fabs do not arrive until 2027. And the stocks are still cheap while the rest of AI trades at nosebleed valuations. The $DRAM ETF gets me all these in one ticker. The cheapest, most essential part of the biggest buildout in history.

@ckcapitalxxJun 19, 2026 · 5:43 PM

@virq1n will be interesting as $MU has earnings.

@ckcapitalxxJun 17, 2026 · 8:13 PM

This dude literally doesn’t miss. Insane... $MU

@ckcapitalxxJun 6, 2026 · 8:00 PM

My favorite names in every sector right now. The full conviction list, three deep in each. Humanoid Robotics $AMBA $OUST $VPG AI Infrastructure $NBIS $PENG $CRDO Defense $EOS.AX $MRLN $KRKNF Data Center Power $CEG $BE $FCEL Photonics & Optical $AAOI $LITE $COHR Memory & Semiconductors $MU $MX $SNDK Small Cap Data Center $VIVO $DGXX $KEEL Quantum Computing $INFQ $LAES $IONQ Satellite & Space $ASTS $RKLB $OPTX Different sectors. One theme tying them together. Real businesses, real catalysts, and valuations the market has not fully caught up to yet. This is where I am positioned for the next few years.

@ckcapitalxxMay 31, 2026 · 10:15 PM

My favorite names in every sector right now. The full conviction list. Satellite & Space $ASTS $RKLB $OPTX AI Infrastructure $NBIS $PENG $HLIT Defense $EOS.AX $KRKNF $OPTX Humanoid Robotics $AMBA $OUST $VPG Memory & Semiconductors $MU $SNDK $MX Quantum Computing $INFQ $LAES $IONQ Data Center Power $CEG $BE $FCEL Fintech $HOOD $SOFI $COIN Optical Networking $ADTN $HLIT $LITE Different sectors. One theme tying them together. Real businesses, real catalysts, and valuations the market has not fully caught up to yet. This is where I am positioned for the next few years.

@ckcapitalxxMay 25, 2026 · 12:02 AM

If Trump is saying buy. $MU Why not. Glad i’m at least in $DRAM https://t.co/vyEe14Yjrt

@ckcapitalxxMay 24, 2026 · 11:37 PM

People think they missed the memory trade. I don’t think they have even seen the middle of it. Right before the AI boom hit $MU, $SNDK, and $SK Hynix all cut production. The memory cycle had been brutal. Prices were collapsing. The rational move was to slow output and wait for demand to recover. Then ChatGPT happened. Then agentic AI happened. Then every hyperscaler on earth started building data centers at a scale nobody had ever planned for. Memory demand exploded overnight and the companies that make it had just deliberately slowed their production lines. You cannot turn a semiconductor fab back on like a light switch. These are multi-year buildouts. The fabs being built today do not reach full production until 2028 to 2030. That is the structural story. A demand curve that compounds every year with AI and a supply response that is years behind it. Now look at the valuations. $MU trades at roughly 10x forward earnings despite 196% revenue growth and 75% gross margins. $SNDK is still cheap relative to its locked in revenue commitments. $SK Hynix is printing $26 billion in operating profit per quarter on an HBM monopoly and still trades at a discount to US peers. The forward multiples on these companies do not reflect a shortage that runs through 2029. $DRAM is the cleanest way to own all of it. One ticker. Every single company within wins from the same structural imbalance. The shortage created the trade. The valuations keep it going.

@ckcapitalxxMay 19, 2026 · 5:57 PM

I take that back. It definitely happened. $MU $SNDK

@ckcapitalxxMay 19, 2026 · 2:11 PM

Yea just act like this post never happened. $MU $SNDK https://t.co/DGdAeYjzXx

@ckcapitalxxMay 19, 2026 · 1:36 PM

Is memory back? $MU $SNDK https://t.co/SWwgDaaNvy

@ckcapitalxxMay 18, 2026 · 10:30 PM

Stocks I think are deeply undervalued right now and will re rate. My conviction list. $PENG — $48. NASA. US Air Force. US Navy. $NVDA and $AMD partner. Photonic memory optionality completely unpriced. Should be a $100 stock. $ASTS — $86. Every major US carrier now signed. 3.3 billion addressable subscribers. Monthly batch launches starting now. The most scalable subscription infrastructure business ever built. $KEEL — $4 Power secured land in constrained markets. The hyperscaler lease is coming. When it signs this re-rates overnight. $DGXX — $7 billion Cerebras colocation contract. $2.5 billion in expansion options. $56 billion anchor tenant. Fraction of the valuation. $VIVO — $5 million market cap. 41.5MW operational today. Management formally guiding $1 billion in revenue by 2029. One hyperscaler lease announcement changes everything. $MU — $680 The memory supercycle is just getting started. HBM demand from AI is unlike anything this company has ever seen. Still undervalued at current prices. $SNDK — $1330 Leopold's second largest position at $724 million. Flash storage demand accelerating with every AI deployment. The re-rate has not happened yet. $ZETA — $19 AI powered marketing platform growing 40% year over year. The market has not figured out what this business is worth at scale. $OPTX — $6.50 Anduril. US military. LEO satellites. AI datacenter interconnects. All ramping simultaneously. $305 million market cap and multiple decade long tailwinds behind it. All of these feel mispriced to me right now. Not financial advice. DYOR.

@ckcapitalxxMay 18, 2026 · 2:49 PM

Rough week for memory. Time to add? $MU $SNDK https://t.co/VcYBIygLck

@ckcapitalxxMay 11, 2026 · 12:36 AM

$MU and $SNDK open up big green. Cant wait for the $DRAM open tomorrow. https://t.co/1looFcDZwd

@ckcapitalxxMay 10, 2026 · 1:25 PM

People keep saying they missed the memory trade. They have not even seen the beginning of it. Here is the reality of what is actually happening. AI training needs HBM. AI inference needs DRAM. AI storage needs NAND. Agentic AI running millions of simultaneous tasks needs all three simultaneously at a scale nobody has ever built for. Every single workload across the entire AI revolution runs through memory. There is no AI without it. And the supply cannot keep up. Memory production needs to grow 12% annually just to keep pace with current demand. The actual expansion rate is 7.5%. That gap widens before it narrows. The new fabs being built right now will not reach full production until 2028 at the earliest. $MU’s New York fab. Samsung’s Pyeongtaek plant. SK Hynix’s Indiana facility. All of them 2028 to 2030. Intel CEO said no relief until 2028. SK Group Chairman said shortages could persist into 2030. Now think about what AI looks like in 2027. In 2028. In 2029. Every enterprise deploying AI agents needs memory. Every autonomous vehicle needs memory. Every smart device running local AI needs memory. Every robot. Every data center expanding to meet inference demand. Every government AI program. Every hospital. Every bank. The demand compounds every single year. The supply takes a decade to respond. Microsoft. Amazon. Google. Meta. They are all in a race to build more compute than each other and every single rack they build needs more memory than the last generation. $SNDK is up over 2,000% in 14 months. $MU is printing record margins. $DRAM pulled in $2 billion in its first month as an ETF. The people saying they missed the memory trade are looking at where the stock was. They should be looking at where the demand is going. This is a decade long structural shortage. Not a cycle.

@ckcapitalxxMay 9, 2026 · 4:18 AM

What with $MU be by end of year?

@ckcapitalxxMay 5, 2026 · 11:49 PM

We are watching the most generational run ever with memory stocks. This is absolutely insane. $MU $SNDK

@ckcapitalxxMay 5, 2026 · 6:24 PM

We have witnessed some of the most insane gains ever in the last year from these 2 sectors. Photonics: $AAOI up 1200% $LITE up 1500% $COHR up 380% $AXTI up 7500% Memory: $MU up 700% $SNDK up 4000% $STX up 730% $WDC up 960% 2 sectors. Both giving generational gains back in only 1 year. Who else has been in for the ride?

@ckcapitalxxMay 5, 2026 · 5:42 PM

Will it ever stop??? $MU $SNDK https://t.co/MZ4CZ6LkL9

@ckcapitalxxMay 5, 2026 · 5:40 PM

After this, $MU dropped to $320 post earnings. Since then a 100% run up.

@ckcapitalxxMay 4, 2026 · 8:57 PM

For a long time the best way to get $SK Hynix and Samsung exposure was $EWY. I rotated out to buy into what I believe is the more asymmetrical play. $DRAM launched 5 weeks ago and is the first and only pure play memory ETF ever created. Here are the four companies in this ETF that matter most. $SK Hynix — The HBM monopoly. Printing $26B in operating profit per quarter. Every Nvidia H100 and B200 runs SK Hynix HBM. Nvidia cannot ship a chip without them. Supply is sold out through 2027. Samsung — The largest memory manufacturer on earth. Still fighting yield problems on HBM but once resolved the operating leverage is violent. A fixed problem at Samsung scale prints billions per quarter. $SNDK — Spun off from Western Digital 14 months ago and up 2,400%. 78% gross margins. $42B in locked revenue commitments. The NAND shortage is their moment and they are the most leveraged pure play to it. $MU — The only US-based HBM producer. Order books stretching into 2027. Cloud Memory Business nearly doubled year over year at 66% gross margins. Trading at 8x forward earnings on 196% revenue growth. Same ETF. Four completely different stories. All winning from the same supercycle. $DRAM

@ckcapitalxxMay 1, 2026 · 1:57 AM

The memory supercycle has years left in it and most people are already moving on to the next trade. 2026 NAND demand growing 20 to 22% against supply growth of just 15 to 17%. Every sell side desk modeling the shortage through 2028. AI data centers need DRAM and NAND as much as they need GPUs. The GPU gets the headlines. The memory is the silent bottleneck that nobody is talking about. $SNDK just guided $4.4 to $4.8 billion in Q3 revenue. Gross margins went from 26% to 67% in twelve months. They are co-developing High Bandwidth Flash with SK Hynix targeting 8 to 16x the capacity of HBM at a fraction of the cost. If that ships in H2 2026 the entire company gets repriced again. $MU has order books stretching into 2027. Cloud Memory Business nearly doubled year over year at 66% gross margins. 196% revenue growth last quarter. Trading at 8x forward earnings with demand that does not slow down until at least 2028. The AI buildout does not stop. The memory demand does not stop. The shortage does not clear for two more years. $MU $SNDK

@ckcapitalxxApr 29, 2026 · 6:01 PM

If you are building a long term portfolio today here is exactly how I would allocate it across the most important themes of the next decade. This is not trading. This is building. Space & Connectivity — 15% $ASTS — 15% The only space based cellular network connecting directly to your phone. FCC approved. FirstNet granted. Commercial service activating this year. The largest addressable market of any stock in this portfolio. Defense & Drones — 20% $EOS.AX — 10% $KRKNF — 10% Laser weapons and autonomous underwater systems. The only company outside the US with full IP ownership of 100kW laser weapons. The most complete subsea technology stack on the planet. The world is rearming and these two own the most defensible positions in it. AI Infrastructure & Data Centers — 20% $NBIS — 10% $KEEL — 5% $CRWV — 5% The physical layer that makes AI possible. Contracted neoclouds, secured power pipeline, and the infrastructure every hyperscaler is desperate to access right now. Energy — 10% $BE — 10% The only company that can deploy gigawatt scale power in 55 days. Oracle committed 2.8 gigawatts. Every hyperscaler has the same problem Oracle had. The grid cannot keep up with AI. Bloom can. Photonics — 15% $AAOI — 5% $COHR — 5% $LITE — 5% Every AI data center runs through optical transceivers. The 800G to 1.6T transition is the supercycle within the supercycle. Three companies sitting at the center of a market going from $14 billion to $73 billion by 2030. CPU & Semiconductor — 10% $AMD — 4% $CRDO — 3% $INTC — 3% The CPU supercycle is just starting. Agentic AI runs on CPUs not GPUs. AMD owns 41% of server CPU market share. CRDO is the toll booth connecting every cluster. Intel printing record data center margins with demand they cannot meet. Memory — 5% $MU — 5% Record revenue. 196% growth. Trading at 8x forward earnings. Every AI data center needs HBM and Micron is one of three companies on earth that makes it. Fintech — 5% $HOOD — 3% $SOFI — 2% Two platforms building the financial super app for the next generation. Both getting punished right now for missing near term expectations while the long term compounding continues uninterrupted. Total: 100% The world is being rebuilt across space, defense, AI, energy, photonics, and semiconductors simultaneously. This portfolio owns the companies sitting at the center of all of it.

@ckcapitalxxApr 26, 2026 · 2:31 PM

The need for memory won’t go away anytime soon. $MU is still seems undervalued at these prices.

@ckcapitalxxApr 9, 2026 · 2:12 AM

My favorite stocks right now by sector: Space & Launch: $ASTS — Direct-to-device satellite connectivity. 3.2B addressable subscribers. Commercial service this year. $FLY — First private company to land on the Moon. Launch competitor scaling with SpaceX IPO. AI Infrastructure: $NBIS — $27B $META deal. $19.4B $MSFT deal. $2B $NVDA investment. Every rack sold out. $APLD — AI data center operator. Hyperscaler contracts. Power assets in place. Photonics: $AAOI — Fastest growing transceiver company. 130% revenue growth. In-house InP laser moat. $LITE — $2B $NVDA investment. Revenue growing 85%+ YoY. Optical circuit switches sold out. $COHR — Industrial scale laser foundry. 25% global market share. CPO switches sold out through 2027. $VIAV — Certifies every optical network before it goes live. 45%+ data center revenue. $AEHR — Every photonic wafer passes through their burn-in systems. Book-to-bill 3.5x. Memory & Semiconductors: $MU — HBM sold out through 2026. HBM4 in production for $NVDA Vera Rubin. 8x forward earnings. $SNDK — Pure play flash storage. AI inference driving massive SSD demand cycle. Energy & Power: $BE — Oracle, Brookfield $5B, $AEP signed. $20B backlog. Deploys in 6-9 months vs grid 2-4 years. $AMPX — Silicon anode batteries. 2x energy density. Revenue tripled YoY. NDAA compliant. Fintech: $HOOD — $4.5B revenue. 52% YoY growth. 11 revenue lines over $100M. Prediction markets exploding. Defense & Autonomy: $KRKNF — Sole sourced into $ANDI Anduril, Ghost Shark, and Rheinmetall. 8 subsystems per hull. $EOS.AX — World's first 100kW laser export. US Army and $NOC Northrop Grumman customer. 63% margins. $ONDS — Drone and rail automation. $140B addressable market. Defense tailwinds. Critical Minerals: $EQR.AX — One of two western tungsten producers. APT from $320 to $3,000 in a year. DoD ban incoming. Have conviction and stay patient. Every one of these is a multi-year story.

@ckcapitalxxMar 27, 2026 · 10:17 PM

My favorite stocks right now by sector: Space/Satellite: $ASTS $SATS AI Infrastructure: $NBIS $OSS Photonics: $AAOI $LITE $COHR Memory/Semiconductors: $MU $SNDK Energy/Power: $BE $TE Fintech: $HOOD Defense/Autonomy: $KRKNF $EOS.AX $ONDS Quantum Computing: $INFQ These stocks have the potential to change lives in 5 years.

@ckcapitalxxMar 22, 2026 · 8:40 PM

$MU seems like such an easy buy after they reported the most insane earnings in its history. Then stock went down Revenue of $23.86 billion. Up 196% year over year. They beat estimates by nearly $4 billion. EPS of $12.20 against an expectation of $8.79. Gross margin hit 75%. Free cash flow of $6.9 billion in a single quarter. Then they guided Q3 to $33.5 billion in revenue. More than triple what they did in the same quarter last year. $33.5 billion in one quarter. That number is larger than Micron’s entire annual revenue in every year through fiscal 2024. The stock sold off because of capex. Micron raised its full year capital expenditure guidance to over $25 billion. The market panicked. But here is what the market is missing. Their own CFO said the spending is demand driven not speculative. Customers are giving them visibility into requirements through 2027 and beyond. The EVP said supply increases are “not really making that much of a meaningful dent in the gap.” They are spending $25 billion because the demand is real and they cannot build fast enough. There are only three companies in the world that make DRAM at scale. Micron, SK Hynix, and Samsung. That is it. HBM capacity for 2026 is already sold out. Every Nvidia GPU that gets built requires memory. Every new generation requires more of it. HBM4 volume production started this quarter for Nvidia’s Vera Rubin platform. HBM4e ramps in 2027. Micron is forecasting the HBM market alone grows at a 40% CAGR and reaches $100 billion, surpassing the entire 2024 DRAM market. The stock is trading at roughly 8x forward earnings despite 196% revenue growth and 75% gross margins. That is not a valuation that reflects what this company is becoming. The earnings were historic. The guidance was historic. The stock is down on the month. That disconnect does not last.

@ckcapitalxxFeb 23, 2026 · 5:02 AM

Long $EWY $MU $SNDK