Shay Boloor (@stocksavvyshay) on Surfaced

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Shay Boloor

@stocksavvyshayLong Research430.3k followers

Shay Boloor

@stocksavvyshayLong Research430.3k followers

Past 12mo:11.0kmentions455tickers4.3kposts

$MU· Micron Technology

78 calls since Dec 2025show all

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About this voice

@stocksavvyshay posted 4,348 times over the past 12 months, generating 11,013 cashtag mentions across 455 distinct tickers. The account's most-mentioned stocks were $NVDA with 798 mentions, $GOOGL with 491 mentions, and $AMZN with 386 mentions. Activity remained consistent through July 2026, with the most recent post dated July 18, 2026.

Recent posts from @stocksavvyshay focused on aerospace and semiconductor sectors. The account discussed U.S. Air Force contract expansions affecting space launch providers, semiconductor sector performance metrics, and the importance of specific companies to emerging technology sectors. Posts referenced both individual stocks and sector-tracking instruments across multiple market categories.

AI-generated from tracked posts · updated Jul 19, 2026

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Recent calls

latest 50 of 78

@stocksavvyshayJul 16, 2026 · 1:19 PM

$MU signs a long-term supply agreement with $QCOM to provide memory and storage for AI-enabled vehicle platforms. The deal supports infotainment ADAS and connectivity while giving Qualcomm greater supply and pricing visibility. https://t.co/reQwMQ7rlW

@stocksavvyshayJul 15, 2026 · 2:25 PM

$ASML memory revenue has nearly doubled over the past three years and is expected to grow ~75% this year as HBM is becoming a massive growth engine. With $MU, $SKHY and Samsung racing to expand output while HBM remains a major constraint on AI accelerator shipments, ASML benefits from both the logic chips powering AI and the memory capacity surrounding them.

@stocksavvyshayJul 13, 2026 · 2:40 PM

$SKHY is the most direct public bet on HBM with its $NVDA exposure and margins more tightly tied to the memory bottleneck than $MU or Samsung. Samsung offers memory scale with conglomerate noise, Micron offers clean U.S. memory exposure while SK Hynix provides the strongest operating leverage to rising HBM content across Nvidia’s AI rack roadmap.

@stocksavvyshayJul 12, 2026 · 3:50 PM

$ASML is one of the cleanest ways to own the AI semiconductor buildout because every major chip trend ultimately requires lithography. Memory rose to 51% of net system sales in Q1 2026 (up from 30% in Q4) while the average EUV system price has nearly doubled in five years as customers move toward more advanced tools. As $MU, $SKHY and Samsung expand HBM and advanced DRAM capacity, ASML benefits upstream without needing to pick which memory supplier wins the most share.

@stocksavvyshayJul 10, 2026 · 12:13 PM

The rise of $MU, $SKHY and Samsung shows how much memory has shifted from a cyclical semiconductor market into core AI infrastructure. Demand for HBM and AI compute has helped turn these once multi-billion-dollar companies into trillion-dollar giants. https://t.co/LXzQdS5DQ7

@stocksavvyshayJul 9, 2026 · 6:08 PM

Great to be featured on MarketWatch discussing the recent $MU drawdown. I think the expectations got extremely high after a massive move and the market now wants proof that the memory cycle can stay tight through 2027 and 2028 without customer pushback or pricing momentum peaking. That said, I do think this cycle is structurally stronger because long term agreements, take or pay contracts, AI demand, HBM scarcity, NAND tightness and customer prepayments are making the earnings base look MUCH more durable than prior memory cycles.

@stocksavvyshayJul 6, 2026 · 12:43 PM

$MU and $F signed a long-term memory and storage supply agreement for Ford’s next-generation vehicles. The deal gives Ford more secure automotive memory supply while Micron expands advanced DRAM production in the U.S. including at its Virginia fab. https://t.co/V96zBoAyFB

@stocksavvyshayJul 5, 2026 · 6:36 PM

$MU broke ground on a $9.3B AI memory expansion in Hiroshima backed by up to $3.1B in Japanese government support. The facility will produce next-generation HBM for AI chips starting around summer 2028 expanding Micron’s global AI memory footprint. https://t.co/LrToM4ArDT

@stocksavvyshayJul 3, 2026 · 1:43 PM

Wolfe Research believes $MU DRAM gross margins currently exceed 90%. That matters because AI servers pull DRAM from two layers with HBM stacked on the GPU and high capacity DRAM feeding the whole node. That gives demand two independent legs making this upcycle look more structural than the usual memory spike.

@stocksavvyshayJul 2, 2026 · 12:26 PM

SK hynix is removing price caps from some memory supply deals by letting contract prices fully reflect spot market spikes during shortages. Memory LTAs are also moving from 1 year terms to 3 to 5 years while $MU model still includes price floors, price ceilings and binding volume commitments.

@stocksavvyshayJul 1, 2026 · 4:24 PM

$MU is investing $250M into Trump Accounts. President Trump called it the “biggest corporate investment of its kind” and said it will help “millions of American children and families get a strong start in life.” https://t.co/GsK7S6eA4f

@stocksavvyshayJun 30, 2026 · 1:12 PM

$MU just printed software-like margins in DRAM and HBM showing how take-or-pay contracts and HBM scarcity are changing the pricing dynamic. The clearest AI signal was Core Data Center revenue growing 653% driven by HBM and high-capacity DRAM for AI servers which makes Micron more of a toll collector on AI infrastructure with demand broadening across cloud, data center, mobile and auto.

@stocksavvyshayJun 29, 2026 · 1:57 PM

$MU is now a top 10 holding in the S&P 500 with a 1.9% weighting. A memory company becoming one of the largest stocks in the S&P 500 while still trading at a fraction of the market multiple shows the market still doesn't fully believe these AI memory profits will last. https://t.co/SsReQB8sI1

@stocksavvyshayJun 28, 2026 · 4:50 PM

@DollarCostAvg @fiscal_ai $MU will likely exit 2028 at a $300B+ annualized revenue run rate.

@stocksavvyshayJun 27, 2026 · 1:16 PM

$AAPL IPHONE 18 PRO COST BREAKDOWN Apple’s bill of materials reportedly rises from $582 to $726 while retail price moves from $1,099 to an estimated $1,299 which means ~$144 increase in memory and storage costs is driving most of the $200 price hike once Apple protects its margin. Whats wild to see is that the processor, camera array, display and battery are mostly flat (areas where Apple has decades of supplier leverage) but line item exploding is memory and storage which is the exact bottleneck benefiting $MU, Samsung and SK Hynix. AI data center demand bids up HBM, pulls capacity away from commodity DRAM + NAND and eventually that scarcity shows up in a device most consumers view as a necessity.

@stocksavvyshayJun 26, 2026 · 11:24 AM

$AMZN is reportedly raising GPU instance prices by 20% next month which is another sign that AI compute scarcity is turning into pricing power across the infrastructure stack. $NVDA captures the silicon margin, $MU captures HBM and DRAM pricing, AWS captures the instance markup and AI application companies are left absorbing the cost.

@stocksavvyshayJun 25, 2026 · 12:07 PM

$MU DRAM revenue is up 10x in less than three years showing how AI has turned memory into the bottleneck of all bottlenecks in this infrastructure buildout. The next leg is agentic AI where autonomous systems need to access, process and learn from massive amounts of data which makes standard and low-power DRAM increasingly critical around CPUs. $NVDA CPU-only Vera racks show where this is headed with each rack expected to use 400TB of DRAM alone (a 5-10x increase versus other Nvidia GPU-based racks).

@stocksavvyshayJun 24, 2026 · 8:33 PM

A year ago $MU was trading around $125 a share. Now Micron’s annualized EPS run-rate is approaching that same number. Micron is only U.S. HBM supplier in a market where supply is scarce, AI demand is exploding and domestic chip capacity matters more than ever. https://t.co/B1o6MzAVqs

@stocksavvyshayJun 23, 2026 · 12:56 PM

Deutsche Bank’s DRAM model shows demand running above supply every year through 2030. The key driver is HBM which consumes far more wafer capacity per bit than standard DRAM. As HBM climbs from 18% to 35% of total capacity, it tightens both HBM and standard DRAM markets at once even as $MU, Samsung and SK Hynix scale.

@stocksavvyshayJun 22, 2026 · 1:15 PM

This is exactly why $MU has such a unique position in the AI economy. It's the only American HBM maker with government backing so in a world that cares where chips come from and with HBM the scarcest asset in the entire buildout right now, it has a ton of pricing power. https://t.co/SlmwjAEpxc

@stocksavvyshayJun 21, 2026 · 2:06 PM

$MU going from ~$1B to ~$160B in operating income in less than 3 years is outrageous growth. AI compute supply is no longer just filling existing demand but its creating it as bigger GPU & HBM clusters unlock better models, more agents & far more compute-intensive use cases. https://t.co/LOUeQfv2Ji

@stocksavvyshayJun 19, 2026 · 4:22 PM

AI memory is turning into one of the biggest profit pools in the entire semiconductor stack. HBM has genuinely converted memory into qualification-gated AI infrastructure with $MU, Samsung and SK Hynix expected to generate nearly $1T of operating income by 2029. https://t.co/MoU5xIUC3h

@stocksavvyshayJun 17, 2026 · 9:08 PM

Tim Cook says $AAPL will raise prices as surging AI-driven memory & storage costs from $MU, Samsung & SK Hynix make absorbing the increases “unsustainable.” Cook called chip shortage “a hundred-year flood” & said price hikes could hit Macs and iPads before the iPhone 18 launch. https://t.co/XIiPd7ONbN

@stocksavvyshayJun 14, 2026 · 1:40 PM

Memory stocks are on pace to generate over $2T in profit over the next three years: • Samsung ~$842B • SK Hynix ~$678B • $MU ~$481B For the first time, memory pricing power looks structural because highest-margin products are supply-constrained by manufacturing difficulty. https://t.co/M0Y7X10F3J

@stocksavvyshayJun 8, 2026 · 11:25 AM

Bernstein estimates a $NVDA Vera Rubin NVL72 rack will cost ~$9.1M with HBM4 pricing rising to ~$53/GB by 2027 as volumes ramp. That would put memory/storage near ~$3.2M per rack and imply a major HBM revenue step-up for $MU, Samsung and SK Hynix. https://t.co/7sMTazfDpl

@stocksavvyshayJun 7, 2026 · 11:50 AM

$NVDA CEO Jensen Huang says he expects the memory shortage to last several more years. HBM uses far more wafer capacity than regular DRAM and depends on advanced packaging so even $MU, Samsung and SK Hynix cannot fix supply just by adding more wafers. https://t.co/uiTxgVhUE7

@stocksavvyshayJun 5, 2026 · 11:23 AM

$NVDA CEO Jensen Huang says $MU, Samsung and SK Hynix are all “in production” on HBM4 for Vera Rubin Nvidia now has all three major memory suppliers lined up for its next-generation AI platform. https://t.co/nyMKXyzXUd

@stocksavvyshayJun 3, 2026 · 4:12 PM

2026 IS THE YEAR OF MEMORY • $SNDK +516% • SK Hynix +245% • $MU +208% • Samsung +147% AI is becoming memory-first as models and agents need longer context, faster retrieval and more data kept closer to compute. https://t.co/34cijikzIB

@stocksavvyshayMay 29, 2026 · 11:55 AM

Morgan Stanley says legacy memory market is tightening faster than expected with DDR4 pricing potentially rising another 20% in Q3. They now see 19% to 20% supply-demand gap in 2H26 with shortages likely extending through 2027 & 2028 benefiting suppliers $MU, Samsung & SK Hynix. https://t.co/sb1jZ7qtS3

@stocksavvyshayMay 28, 2026 · 6:23 PM

Anthropic reportedly raised $65B at a ~$965B post-money valuation making it the world’s most valuable AI startup. $MU, Samsung and SK Hynix joined the round as major investors tying the AI model race even closer to the memory supply chain. https://t.co/SI15ecgpM2

@stocksavvyshayMay 27, 2026 · 4:13 PM

All three HBM suppliers are now part of the $3T club $MU, SK Hynix and Samsung are benefiting as HBM displaces standard DRAM at a ~3:1 wafer ratio while inference, agents and robotics make memory bandwidth structurally critical. https://t.co/eqK2W9xZKb

@stocksavvyshayMay 26, 2026 · 9:56 PM

$MU hit a $1T valuation today because the market is waking up to the idea that memory may actually become one of the core infrastructure layers of the AI economy. The catalyst was SK Hynix unveiling iHBM which is a new cooling technology for next-gen HBM but the bigger point is that token growth, AI factories, inference demand & next-gen accelerators all require more HBM per system. More HBM per accelerator means more memory dollar content & with only three major HBM suppliers in the world the entire memory complex is getting re-rated.

@stocksavvyshayMay 24, 2026 · 3:13 PM

$MU, Samsung & SK Hynix are now expected to generate $646B in operating income in 2027 turning memory into one of the biggest profit pools in the AI infrastructure stack. HBM is displacing standard DRAM at a roughly 3:1 wafer ratio just as inference, agents & robotics are making memory bandwidth structurally critical.

@stocksavvyshayMay 23, 2026 · 4:30 PM

@JRupena $MU could hit next year 😅

@stocksavvyshayMay 22, 2026 · 6:08 PM

$MU CEO SEES MEMORY CHIP SHORTAGE LASTING BEYOND 2026 https://t.co/mi9qi9fdSp

@stocksavvyshayMay 21, 2026 · 12:18 PM

$MU is one of only three companies on earth that can supply HBM at the volume and spec $NVDA VR200 demands. The supply constraint has gotten so severe that memory content alone now runs ~$2M per rack. https://t.co/gKlyXRjbZF

@stocksavvyshayMay 20, 2026 · 1:02 PM

$MU said its financial outlook has strengthened since the last earnings call and it is on track for another record free cash flow quarter in fiscal Q3. Micron also expects tightness across HBM, DRAM and NAND to continue well beyond calendar 2026. https://t.co/nzFD311C0X

@stocksavvyshayMay 15, 2026 · 4:43 PM

DDR5 MEMORY PRICES UP NEARLY 10X DDR4 is older memory that was being phased out but it's spiking too as $MU, Samsung & SK Hynix shift wafer capacity from conventional memory into HBM for AI chips. The AI cycle is pulling on compute, memory, storage & servers at the same time with pricing power now flowing through the rest of the hardware stack.

@stocksavvyshayMay 11, 2026 · 9:34 PM

Six months ago, $MU was a $300B company that many thought was already at peak earnings. This past week, it added another $300B in market cap in five days. You probably shouldn’t call top on memory in an AI cycle where every model generation demands more HBM, DRAM & bandwidth. https://t.co/kDB8Eiaqjm

@stocksavvyshayMay 10, 2026 · 3:00 PM

$MU quarterly profit is expected to expand from ~$2B to nearly $36B in just over two years. That is what happens when AI turns memory into a bottleneck across HBM, DRAM & storage while GPT-5.5, Claude Opus 4.7 & Gemini 3 Pro push toward bigger context, longer reasoning & persistent agent memory.

@stocksavvyshayMay 8, 2026 · 2:36 PM

@VanquishTrader Wild $MU might become a $1T company this year

@stocksavvyshayMay 5, 2026 · 2:20 PM

These 2027 $MU LEAPS I bought just 5 weeks ago are now up more than 5x 🤯 https://t.co/tD17lGodk2

@stocksavvyshayMay 4, 2026 · 4:40 PM

I shared a new trade 5 weeks ago buying these $MU options when the market sold off on the ridiculous $GOOGL TurboQuant headlines (those same options are now up more than 300%). Sometimes the market hands you a layup when FUD ignores the bigger picture that better compression may reduce memory per task but if it makes AI cheaper & drives more usage then total memory demand can still go higher.

@stocksavvyshayMay 3, 2026 · 1:56 PM

$MU CEO said after last earnings that Micron could only supply 50% to 65% of customer demand with 2026 HBM supply already sold out and multi-year volume and pricing agreements locked in. AI is becoming memory-first as models and agents “think” longer and retain more context. https://t.co/gLffgTI4UJ

@stocksavvyshayApr 30, 2026 · 11:46 PM

The memory cycle has so much pricing power right now that $SNDK & $MU are reporting gross margins that look more like software: • Sandisk: 78% gross margin • Micron: 74% gross margin What happens when inference demand turns memory into a bottleneck layer of AI economy.

@stocksavvyshayApr 28, 2026 · 1:49 PM

DA Davidson initiated $MU with a Buy rating and a $1,000 price target. AI is creating a longer and stronger memory cycle as compute demand drives a positive feedback loop for memory pricing while the market still treats Micron like a normal cyclical semi. https://t.co/Bbx5FXZf2F

@stocksavvyshayApr 26, 2026 · 1:44 PM

$MU will generate ~$364M in profits every single day in 2027. Every $NVDA GPU is only as fast as the memory bandwidth feeding it and Micron is one of only three companies on earth making the HBM layer that keeps Blackwell-class AI systems fully utilized. https://t.co/Jhk9GeSwOV

@stocksavvyshayApr 25, 2026 · 2:40 PM

@Micro2Macr0 @TradexWhisperer $MU should be a $1,000 stock and would still be considered undervalued.

@stocksavvyshayApr 24, 2026 · 2:53 PM

I bought these $MU options a month ago when the market sold off on the ridiculous $GOOGL TurboQuant FUD and they’re now up +325%: https://t.co/YJpn8qfwsC

@stocksavvyshayApr 22, 2026 · 2:52 PM

$MU is up over 6% as Micron pushes Congress to make it harder for Chinese memory and chipmakers to access advanced manufacturing tools. The goal is to slow lower-cost Chinese competition and make it harder for those rivals to catch up. https://t.co/m2eGwFU1Oc