Ray Wang (@rwang07) is a FinTwit voice tracked on Surfaced in the Semis category with 30.7k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.

What stocks does @rwang07 mention most?

Over the past 12 months, @rwang07's most-mentioned tickers are $NVDA, $TSM, $MU, $GOOGL, $INTC — $NVDA leads with 80 mentions.

When did @rwang07 first mention $NVDA?

@rwang07's first tracked mention of $NVDA was on Sep 22, 2025.

How active is @rwang07?

In the past 12 months, @rwang07 posted 394 times carrying cashtag mentions, totalling 548 mentions across 46 distinct tickers.

Last 12mo stats

548

mentions

tickers

394

posts

Ray Wang

@rwang07Semis30.7k followers

Ray Wang

@rwang07Semis30.7k followers

Past 12mo:548mentions46tickers394posts

$SNDK· Sandisk

5 calls since Sep 2025show all

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About this voice

@rwang07 has made 548 cashtag mentions across 394 posts in the past 12 months, covering 46 distinct tickers primarily focused on semiconductor-related companies. The account's most frequently mentioned tickers are $NVDA with 80 mentions, $TSM with 67 mentions, and $MU with 47 mentions, followed by $GOOGL and $INTC. The most recent activity occurred on July 8, 2026, with mentions spanning from September 2025 to the present.

AI-generated from tracked posts · updated Jul 10, 2026

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Recent calls

5 calls

@rwang07May 2, 2026 · 1:58 AM

$SNDK FY3Q26 Earnings Call. https://t.co/QEhpe5o39Z

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@rwang07Jan 29, 2026 · 12:51 AM

1) SK Hynix on NAND and SSD. $SNDK "NAND today is changing completely. Not only a data store, but becoming a storage solution that directly supports AI computation workflows. AI. AI inference keeps advancing GPU and CPU memory alone cannot satisfy all requirements. So the KV Cache offloading has become essential to ensure smooth inference services."

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@rwang07Nov 9, 2025 · 1:37 AM

7) This part of the call is very interesting. An analyst was discussing about the viability of covering TLC capacity to QLC. KS said that "every NAND manufacturer told us 2026 sold out" and "all the capacity sold out." "Second, if they can convert no matter what, every NAND manufacturer told us 2026 sold out. All the capacity sold out. So no matter they can convert or not, is nothing help because capacity is sold out." $SNDK

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@rwang07Nov 8, 2025 · 11:52 PM

1) Recently, growing attention on $SNDK and the market’s increasing recognition of storage as a critical component of AI compute infrastructure have sparked a new wave of interest in HBF, or high-bandwidth flash, amid $SNDK's previous announcement on HBF (of course, the surging pricing in DRAM might be another factor). Yet, there are two major challenges for HBF in AI servers, put it simply — Lifecycle + Thermal (details see next two notes), as outlined by Phison CEO K.S.

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@rwang07Nov 7, 2025 · 2:05 AM

3) Of course, the data center business is a leading driver and is going to grow larger. Data center business is up 26% QoQ, and could go up more in 2026. Acceleration is very imaginable. $SNDK: "...we're very bullish long term on the data center market. I think the NAND market is going through a very interesting transition right now. I mean, calendar year '26 will be the first time that data center market is the largest market in NAND. That's always been the mobile market." "......the demand for NAND storage products capable of processing large volumes of data quickly and efficiently is increasing dramatically, creating a strong tailwind for our high-capacity power-efficient SSDs enabled by our BiCS 8 technology."

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