Summary: Bullish MU on HBM4 power efficiency leadership as a durable competitive differentiator.

$MU Interview with Micron VP Of Data Center Business

"Can you maintain that performance and power gap with the competition with HBM4 and HBM4E?"

Praveen Vaidyanathan: "The competition will be fighting pretty hard, but we will continue to drive power differentiation, and we think over time, it’s going to remain a differentiator for us not just in general purpose compute and accelerators, but for cloud service providers building custom silicon. They can take greater advantage of this gap by optimizing for specific workloads, leading to OPEX savings or increased compute power and speed."

"We have a strong position, and with HBM4 we want to maintain that position. We are excited about Micron's HBM leadership roadmap for the rest of this decade. Leveraging our strong foundation and continued investments in 1-beta process technology, we expect HBM4 to maintain time-to-market and power efficiency leadership while improving performance by over 50 percent compared to HBM3E. We anticipate HBM4 to ramp up in high volume for the industry in calendar year 2026."


Summary: Bullish PLTR on exceptional Rule of 40 score of 127; declares it the king.

structural marker; pre-classified as canonical yfinance ticker

$PLTR The King is Back

Rule of 40. Score of 127. Unreal. https://t.co/G6cJ2N2ph2

$PLTR valuation makes ZERO sense

But then why do institutions keep buying it?
What do they know that you don't?

I work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way

Palantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8


Summary: Long TSM; rallied above upper weekly Bollinger Band with volume/momentum supporting further upside.

🟦 $TSM Rallies above the upper (W) Bollinger Band. Further climb is likely given the volume and momentum.

Every single (W) BLUE candle has been a winner in the last few years. Easy profit 💰💶

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🟦 $TSM (W) BLUE-GREEN candle combo is targeting the upper Bollinger Band ($266.4). Climb incoming!!

+13% gains already with the (W) BLUE candle 🚀💰

230+ Weekly Smart Candle Alerts. Free Trial:
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Summary: Bullish ORCL basing at $194.6; expects a weekly bullish candle signal imminently.

🟦 $ORCL Basing $194.6. I believe the (W) BLUE candle is just around the corner.

260+ Weekly Smart Candle Alerts. Free Trial:
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Summary: Still holding long MU; will not sell until DRAM prices fully recover.

Remember what I said last year.

"I am long in $MU, we are not selling until DRAM prices have fully recovered." https://t.co/7ZjOjLCNar

So what's up with Micron Technology $MU? Why did so many analysts lower the price targets but still rated it as Bullish? A bit contradicting isn't it? Well, here's the answer.

The DRAM spot prices have been mostly flat. The 'recovery' didn't come as soon as they initially https://t.co/GgCJ7xL1t0


Summary: Bullish RDDT to $349 on weekly blue candle + Fib 50% + Bollinger Band contraction setup.

industry='Internet Content & Information'

🟦 $RDDT (W) BLUE candle -> Fib 50% Challenge -> Bollinger Band Contraction -> Launch to $349 Next?

250+ Weekly Smart Candle Alerts. Free Trial:
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In a future flooded with indistinguishable AI-generated content, authenticity will become the rarest currency

Conviction and lived experiences will reign supreme

$RDDT's chaotic, niche and gloriously human content will quietly become the most valuable data

I've spoken


$LLY Buy at (D), Trim at Upper Bollinger Band and Exit at (D) PINK. Bollinger Band Expansion = High probability of Rally

Summary: Buy LLY on Bollinger Band expansion signal; high probability of rally per chart setup.

🟦 $LLY Buy at (D), Trim at Upper Bollinger Band and Exit at (D) PINK. Rinse and repeat for easy profits 💰💷

Bollinger Band Expansion = High probability of Rally

250+ Daily BLUE Candle Alerts. Free Trial:
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Summary: Shares LSEG research giving MU the highest score among peers across earnings, fundamentals, valuation, momentum, and insider trading.

$MU London Stock Exchange Group (LSEG) just dropped a Research Report on Micron.

Micron scored 9, highest among its peers.

The average score combines the quantitative analysis of six factors: Earnings, Fundamental, Relative Valuation, Risk, Price Momentum and Insider Trading. https://t.co/7hSmIX2lSh

$MU How acute is that shortage?

"For several of our key customers, in the medium term, we are able to support 50% to 2/3 of their demands."

"That's why we're really focused on bringing up the supply." (Referring to the megafab constructions in ID and NY)

-Micron CEO Sanjay https://t.co/nGuXimO3on


We could be in for a climb... Market has no idea what HBM means to the Memory Industry. DRAM demand will never be the same again.

Summary: Bullish MU: HBM transforms DRAM demand permanently; technical breakout continuation expected.

🟦🟩 $MU We could be in for a climb

BLUE Candle -> Upper Bollinger Band Re-test

Market has no idea what HBM means to the Memory Industry. DRAM demand will never be the same again.

250+ Daily BLUE Candle Alerts. Free Trial: https://t.co/UOnxsgc8Ii https://t.co/PvDnUJdv7j

🟦 $MU+$22 surge since the BLUE candle
~$270 AH closing outside the upper BB (strength)
Constructive volume surge backing the move
Fib 100% Re-test → Breakout Continuation?

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$MU Fresh New Price Targets, Last 7 Days … UBS Group $300 → $400 … Piper Sandler $275 → $400 … Mizuho Securities $290 → $390 … Bernstein $270 → $330

Summary: Author shares multiple analyst PT upgrades on MU (to $330–$400) citing AI-driven DRAM shortage, sold-out HBM capacity through 2026, and strong earnings expectations; implicitly endorses bullish thesis.

$MU Fresh New Price Targets, Last 7 Days

UBS Group
$300 → $400
Highlighted AI-driven DRAM shortage, reduced cyclicality, faster HBM obsolescence limiting inventory risk, and strong earnings expectations (raised 2026 EPS to ~$45 and 2027 to ~$60)

Piper Sandler
$275 → $400
Noted tight memory supply (sold-out for 2026), limited ability to add capacity, strong pricing for high-value products like HBM4, and ~20% supply increase planned vs. 2025.

Mizuho Securities
$290 → $390
Emphasized AI accelerators, optical interconnects, tight DRAM/NAND supply, strong pricing power, attractive valuations, and Micron as a key beneficiary of the AI memory supercycle.

Bernstein
$270 → $330
Cited durable AI demand, sold-out HBM capacity through 2026, and accelerating DRAM prices.

$MU: $75B Market Cap, $8.1B revenue last qtr
$AMD: $138B Market Cap, $7.8B revenue last qtr
$PLTR: $213B Market Cap, $0.8B revenue last qtr

You can't undo what you've seen.
Micron is the Bargain of the Century.


$MU 6-month return is 195% … It's just beginning

Summary: Bullish MU: outperformed NVDA/AMD/AVGO/TSM over 6 months and the run is just beginning on HBM ramp + DRAM/NAND price surge.

$MU 6-month return is 195%

Much higher than $NVDA $AMD $AVGO $TSM

It's just beginning https://t.co/nS1EWwybOC

$MU Bargain of the Century

PE Ratio: 15.5
Sales Ratio: 2.33

50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2


Summary: Bullish MU/SNDK/EWY on HBM-driven tectonic shift; dismisses shorting the trend.

Good luck shorting this tectonic shift
$MU $SNDK $EWY https://t.co/cFZCKA1O6g

🤯 Get ready to be MIND BLOWN

Forward P/S and PE ratios
$MU: 2.2 and 11.7
$AMD: 6.1 and 21.7
$NVDA: 12.3 and 25.3
$AVGO: 17.1 and 29.4
$PLTR: 68.8 and 172.4

Micron HBM revenue grew 52% sequentially. These chips directly enable Blackwell and Rubin GPUs, the center of AI https://t.co/C4BLuZfIzA


Good luck shorting this tectonic shift $MU $SNDK $EWY


Summary: Shares/endorses Aletheia Capital's street-high $650 PT on MU, 63% upside, on Agentic AI memory demand thesis.

$MU Aletheia Capital raised PT to $650. Street high. 63% upside from here. Tripled FY27 EPS estimate.

Aletheia said Agentic AI is consuming memory at a scale nobody fully priced in yet. The AI plumbing boom is just getting started.

Stifel raised it to $550. March Raised PTs👇 https://t.co/fLbKCxbGp9

$MU PT Revisions for February

TD Cowen: $600
Deutsche Bank: $500
Phillip Securities: $500
Morgan Stanley $450
Needham & Company: $450
UBS: $450

None of these imply forward P/E expansions beyond the "old cyclical" valuations. It's currently ~12x, well below sector median. https://t.co/hFxocorJHR


Summary: Long GLW: AI data centers need 10x more fiber interconnects than traditional cloud, creating structural demand for Corning's fiber optics.

$GLW East-West AI Traffic Bottleneck

AI data centers need 10x more fiber interconnects than traditional cloud setups to enable server-to-server or intra-data center traffic. It just can't keep pace with GPU advancements.

AI Reasoning and Context is fiber hungry. https://t.co/Q2QUqQjyNp

$GLW Flying High

Fiber Optics >> Copper https://t.co/5FnZVLFFhB


Summary: Shares JPMorgan view that HBM shortage continues until 2027, implying sustained tailwind for MU.

$MU "Shortage of HBM is expected to continue until 2027" -JPMorgan https://t.co/IrwLbrr7MN


Summary: Bullish IONQ: blue candle signals another upper Bollinger Band climb with continued gains expected.

🟦 $IONQ (W) BLUE Candle is fueling another upper Bollinger Band climb.

The last two candles have yielded +189% returns and counting 💰💶

240+ Weekly Smart Candle Alerts. Free Trial:
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🟦 $IONQ (W) BLUE candles are rare and they've provided 678% gains last year and 153% gains this year 💰💵

It has initiated a new upper Bollinger Band climb 🚀

240+ Weekly Smart Candle Alerts. Free Trial:
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Summary: Bullish MU: HBM4 leads in power efficiency, which matters for reliability and longevity in semiconductor applications.

$MU HBM4 is a leader in power efficiency and it MATTERS.

Higher power usage is often associated with higher operating temps and elevated static & operating currents which directly accelerate aging, leakage and failures.

Have you heard of Thermal Runaway? See my comments 👇

---

Thermal runaway in semiconductors is a self-destructive, runaway process where rising temperatures decrease a component's electrical resistance, allowing more current to flow, which generates further heat. This cycle, often caused by inadequate heat dissipation, continues until the device, such as a transistor or LED, fails

@grok This is what I know based on two decades of semiconductor research. This is why power efficiency matters. Please elaborate if I missed anything else.


$MU Bargain of the Century

PE Ratio: 15.5
Sales Ratio: 2.33

50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging.

Summary: Long MU: calls it a bargain at 15.5x PE/2.33x sales, 50% sequential HBM growth, surging DRAM/NAND prices, and storage becoming critical as AI inference scales.

$MU

“The bottleneck is shifting from compute to context management. To scale, storage can no longer be an afterthought. As inference scales to giga-scale, context becomes a first-class data type.”

-NVIDIA Senior Director of AI Infrastructure, Dion Harris https://t.co/7e9bRVsQfk


Summary: Equally bullish PLTR and MU despite polarizing multiples (127x vs 12x forward P/E), backed by deep fundamental research.

Forward P/E: $PLTR 127x | $MU 12x

Polarizing multiples yet I'm equally bullish on both thanks to hundreds of fundamental research hours.

While other accounts hype 20+ names superficially, I've posted 1000+ of insights on $PLTR $MU alone since 2024.

It matters who you follow.


Summary: Shares/endorses Mizuho raising PT on MU to $480 with Outperform rating.

$MU $390 → $480 👍

Mizuho has raised its price target on Micron Technology while maintaining an Outperform rating. https://t.co/UhUULeFyrK


Summary: Endorses bullish MU thesis: cheap valuation, HBM indispensable to AI, surging DRAM/NAND prices.

🟦 $MU There is no AI without superfast stacked memory, HBM. https://t.co/W76L1BaMEX


Summary: Endorses MU rocket thesis; AI demand driving need for more memory.

@jpgola It should. AI wants more context..more.memory

@TradexWhisperer This is a great read!! $MU took a small break but ready to 🚀


Summary: Long both Hynix and Samsung; higher conviction on Hynix as HBM leader with HBM3E as key driver.

@moochachito Samsung/Hynix looking good, just as good as MU. I am more bullish on Hynix than Samsung due to HBM leadership (HBM3E is still the money maker by far).

@TradexWhisperer Thoughts on equity in Samsung or Hynix? $EWY ETF's holdings are ~50% korean memory. Will be curious if Hynix offers ADR later this year. My $MU holdings > $EWY


Samsung/Hynix looking good, just as good as MU


Summary: Bullish MU: trades at 9x forward P/E vs peers at 37–43x; HBM acceleration is early-stage, paradigm shift ahead.

🔥 $MU Micron Bears Get Ready For A Paradigm Shift https://t.co/dyFBixe3qk

$MU Micron is now the 24th largest company in the US, trailing just behind AMD and Costco.

Yet it trades at one of the lowest forward P/Es:

Costco: 43x
AMD: 37x
Micron: 9x

HBM is relatively a new tech that only started accelerating profits in 2025

We are still very early https://t.co/GzmXYI1Q9L


We will eventually need AIs to do that job for us but more importantly we need a stable platform for AI agents to stand on... AIs need.. PALANTIR ONTOLOGY

Summary: Bullish PLTR as the essential foundational platform for AI agents via its Ontology, validating institutional accumulation despite stretched valuation.

$PLTR Eventually, all the data we generate will be more complex and too much for humans to digest them all. We will eventually need AIs to do that job for us but more importantly we need a stable platform for AI agents to stand on, you can't throw an AI agent in the water and expect it to swim. AIs need..

PALANTIR ONTOLOGY

“There were 5 exabytes of information created between the dawn of civilization through 2003, but that much information is now created every two days.” — Eric Schmidt

“Information is the oil of the 21st century, and analytics is the combustion engine.” — Peter Sondergaard

“Without big data, you are blind and deaf and in the middle of a freeway.” — Geoffrey Moore

Let's Fucking Go


$MU AI Inference Phase Is Here and Accelerating. Memory & Storage Paradigm Shift. Buckle Up.

Summary: Bullish MU on AI inference acceleration driving a memory & storage paradigm shift.

Heavy usage growth of @Grok is causing occasional slowdowns in responses.

Additional computers are being brought online as I type this.


Summary: HBM supply cannot keep pace with demand — bullish for HBM producers (Micron, Samsung, SK Hynix).

HBM memory basket: Micron, SK Hynix, Samsung

Extremely hard for China to catch up. It's a moving target. If they ever figure out how to mass produce reliable HBM3, all other players will be mass producing HBM4E by then and working on HBM5.

The expansions are happening but they take decades for 100% utilization. The supply isn't going to scale with the demands right now so it's bullish.

"intentionally throttling back" -- this is conspiracy theory. Memory fabrication takes months. Memory new production introduction takes years. This is not software where it can scale in few weeks. It doesn't work that way. There is an "inertia" component to the momentum of the production.

@TradexWhisperer How specialized is current HBM? Is it difficult for China to catch up?

How fast can Micron, Samsung, and SK Hynix theoretically ramp up supply? Are they expanding as quickly as possible because they see crazy demand or are they intentionally throttling back to maximize margins?


Summary: Long MU: forward PE 10.5 is a bargain, HBM4 to power NVIDIA Rubin in 2026.

$MU Fast forward to today it rose as high as $170 and it's the Bargain of the Century

Forward PE Ratio: 10.5 🤷♂

Micron's HBM4 will enable NVIDIA's next-generation Rubin platform, which is expected to arrive in 2026.


Buy every fucking dip when our BLUE candles shows up. Chips will be in short supply in 2026. Not just HBM but DRAM and NAND too.

Summary: Bullish MU; buy every dip on anticipated chip supply shortage in 2026 across HBM, DRAM, and NAND.

🟦 $MU Chips will be in short supply in 2026. Not just HBM but DRAM and NAND too.

Buy every fucking dip when our BLUE candles shows up. +122% gains so far with the last five blue candles 💰💶

250+ Daily BLUE Candle Alerts. Free Trial:
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🟦 $MU Upper Bollinger Band Climb Continues. $MSFT and $META's capex are exceeding expectations. It's all going to CHIPS.

+102% gains with last five (D) BLUE candles 💰💷

250+ Daily BLUE Candle Alerts. Free Trial:
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Summary: HIMS short squeeze expected as 42% short interest meets NVO partnership catalyst forcing shorts to cover; NVO implied beneficiary of partnership.

Drug Manufacturers - Specialty & Generic

$HIMS short interest is ~42% and the stock just ripped +40% after hours on the $NVO partnership news.

When nearly half the float is short and the thesis blows up overnight, the exit door gets very small very fast.

Big Squeeze Incoming. https://t.co/amBEHwTZZQ

$HIMS +30% AH on $NVO partnership.

"Novo and Hims End Feud, Will Sell Obesity Drugs Together" -Bloomberg https://t.co/52oRGzbbmE


$HIMS short interest is ~42% and the stock just ripped +40% after hours on the $NVO partnership news


Summary: Bullish MU: HBM demand will drive a super DRAM shortage, reinforcing the bargain valuation thesis.

$MU Super DRAM Shortage Incoming. Why? HBM products consumes a TON of them. https://t.co/USAtNE8GY6


Summary: Bullish MU on cheap valuation, HBM growth, and surging DRAM/NAND prices; author sees a big move ahead.

🟦 $MU Relative Strength 💪

Something big is coming https://t.co/s4FBzOUKrp


Summary: RDDT is 31% undervalued per DCF; bullish on Reddit's human content becoming most valuable data in AI-flooded landscape.

$RDDT 31% Undervalued under DCF Model https://t.co/bp1Re3c7yX


Summary: MU called bargain of the century on low valuation, HBM ramp, and DRAM/NAND price surge; NVDA tagged on sky-high AI demand thesis.

$MU $NVDA "DEMAND IS SKY HIGH, WILL TAKE 7 YEARS TO FIGURE OUT HOW MUCH DEMAND WE HAVE." -Jensen Huang https://t.co/ZbAT1GiZui


$MU $NVDA "DEMAND IS SKY HIGH, WILL TAKE 7 YEARS TO FIGURE OUT HOW MUCH DEMAND WE HAVE." -Jensen Huang


Morgan Stanley lifted its price target to $338 from $325. The firm has named Micron as its "Top Pick" as Memory Shortages Intensify

Summary: Shares Morgan Stanley's raised PT $338 and Top Pick designation on MU as memory shortages intensify.

$MU Morgan Stanley lifted its price target to $338 from $325. The firm has named Micron as its “Top Pick” as Memory Shortages Intensify

My posts were at least 8 months ahead. My conviction post was years ahead. 👇 https://t.co/wkHfMbOvxd


Inference is becoming a memory-bound challenge, not just a compute one. The explosive growth of AI inference will drive a structural shift in the memory industry, particularly for leaders like Micron. HODL the Shares.

Summary: Long MU: HBM is the critical path for AI inference bottleneck; Micron sold out 2026 HBM capacity, structural DRAM supply/demand imbalance until 2027-28.

❄ $MU If you want to understand why HBM will solve the AI inference bottleneck, read this thread.

"The working memory of the AI is stored in the HBM. If you have a long conversation with an AI, overtime, that memory, that context memory is going to grow TREMENDOUSLY" -Jensen at CES 2026.

Endless Inference = Endless Memory

Inference is becoming a memory-bound challenge, not just a compute one. The explosive growth of AI inference will drive a structural shift in the memory industry, particularly for leaders like Micron.

High Bandwidth Memory (HBM) sits in the critical path for overcoming inference bottlenecks for billions of users worldwide. It will also flatten the DRAM market's historically volatile supply-and-demand cycles, ushering in a prolonged and durable fundamentals with sustained high pricing and profitability.

Let me start with a quote from 1996. Yes, three decades ago.

“It’s the Memory, Stupid!” — Richard Sites

In 1996, computer architecture pioneer and lead designer of the DEC Alpha, Richard Sites, famously declared, “It’s the Memory, Stupid!” in a seminal paper. He emphasized that memory hierarchies, not just raw processing power, were the true bottlenecks in computing performance. Three decades later, his words resonate more strongly than ever in the age of AI.

As AI models grow larger and more complex, the focus has shifted from training these massive systems to deploying them efficiently through inference: the process of generating predictions, recommendations, or responses in the real world. Every ChatGPT query? That's an inference call.

During inference, models must rapidly access enormous amounts of data from memory to produce outputs. Traditional memory solutions often cannot deliver the required bandwidth, causing processors to idle while waiting for data. This is the classic “memory wall” problem Sites warned about.

In essence, training thrives on brute-force GPU compute due to its high arithmetic intensity, while inference relies heavily on high-bandwidth memory (HBM) to keep data flowing fast enough to fully utilize that compute.

HBM breaks through the memory wall by offering ultra-low latency and massive throughput, often in the terabytes-per-second range. This specialized DRAM is stacked directly onto processors like $NVDA / $AMD GPUs or Google's TPUs with a 3D architecture with through-silicon vias (TSVs). These act like high-speed elevators in a vertical “apartment building” of memory dies, minimizing latency, maximizing bandwidth, and reducing power consumption: perfect for AI workloads.

A decade from now, AI inference will explode as younger generations integrate AI deeply into daily life. Projections estimate the AI inference market reaching $250–520 billion by 2030–2034, with inference compute demand growing at over 35% CAGR in the coming years, outpacing training.

By 2030, inference is expected to account for over half of AI data center workloads, dominating even more in the 2030s as billions of people and devices rely on AI daily.

HBM production is DRAM-intensive and diverts significant resources from consumer markets, contributing to the dramatic DRAM price surges we have seen recently.

Producing 1GB of HBM consumes roughly 3 times more wafer capacity (the raw silicon starting material) than 1GB of standard DDR5 DRAM.

Yields are lower due to the complexity of stacking and interconnects, requiring even more wafers for usable output.

Result: Even though HBM represents only a fraction of total DRAM bits shipped, it consumes a disproportionate share of production resources.

It is a zero-sum game. Every wafer used for HBM is one not used for regular DDR5 or LPDDR5X.

Total DRAM supply growth remains limited (around 10–16% YoY in 2026), while demand surges 30–35%+, creating a severe imbalance. New fabs and capacity expansions are underway, but meaningful relief likely will not arrive until 2027–2028.

Micron has sold out its entire 2026 HBM capacity (including industry-leading HBM4), confirming this sustained AI-driven demand in the foreseeable future.

Long-term forecasts remain uncertain as AI is still in its early stages. Physical AI has yet to see a significant breakthrough, and the market is only beginning to understand the long-term dynamics of AI and HBM.

What's for sure is that the AI Inference Winter Is Coming. Billions of people will ask questions to ChatGPT and Grok and we need $MU HBM for AI to proliferate.

HODL the Shares.


Summary: Bullish on memory prices staying elevated long-term due to slow fab utilization ramp and AI's near-infinite context demand.

Memory sector basket: Micron, SK Hynix, Samsung Electronics

@MarkosAAIG Solid argument and it's definitely possible. I am willing to bet these prices will stay elevated because fabs expansions take one or two decades to reach 100% utilization and also because AI context needs to be near infinite.

@TradexWhisperer Yes, it’s structural in terms of the lower tier memory will be structural integrated in the AI stack for offloading memory. But current prices that you see are not sustainable. Even memory makers themselves say that it’s not a perfect environment to stay in. So there will be some


Summary: Bullish MU: severe HBM/advanced memory talent shortage + relentless demand explosion = durable structural tailwind for Micron.

$MU If you think only memory chips are in high demand/shortage, think again.

The true scarcity is seasoned talent in ADVANCED Memory & HBM, nearly impossible to hire affordably. Fab builds will be painfully slow as demand explodes relentlessly.

Hence, the structural shift https://t.co/YdnufbsdD1


Summary: Bullish MU on HBM4 leadership in power efficiency (+20% vs HBM3E) and +60% bandwidth improvement.

$MU Reports suggests that Micron's HBM4 is the leader in power efficiency vs the competitors.

It delivers over 20% better power efficiency than Micron’s previous-gen HBM3E (already best-in-class for power efficiency) while boosting bandwidth by more than 60%.

Bullish 🐂 https://t.co/IowqHDsqu6


Summary: Shares/endorses TD Cowen street-high $600 PT on MU (Buy); driven by $60 EPS in 2026, structural DRAM tightness, and NAND mix expansion.

$MU TD Cowen just dropped a street-high price target of $600.

Analyst Krish Sankar raised his target from $450 to $600, maintaining a Buy rating. That implies roughly 56% upside from current levels. Here is what is driving it.

$60 EPS in 2026.
Sankar upgraded his 2026 earnings per share estimate from $50 to $60 above his own prior bull case. At 10x forward earnings, the math gets to $600 cleanly. The multiple is actually conservative by growth stock standards.

DRAM tightness is not a quarter or two. It is years.
TD Cowen expects a prolonged period of supply constraint in DRAM. This is not a cyclical blip. it is a structural condition driven by HBM capacity consuming fab lines, AI demand outrunning every supply forecast, and megafabs that will not produce a single chip until 2029 at the earliest. Micron's own CEO said on the last earnings call that the company can only meet 50 to 65% of demand from several key customers right now.

NAND is an underappreciated upside driver.
NAND currently represents about 20% of Micron's revenue mix. TD Cowen sees that expanding to 30% by year end, adding diversification and earnings stability to a story that most investors are still reading as a pure DRAM and HBM play.


Summary: Bullish MU: peers' higher PE will converge toward Micron, implying Micron's valuation rises.

@zinetsovic Exactly. Either they need to come down to Micron's level or Micron needs to go up.

Or perhaps in the middle is the highest probability which make really bullish for Micron.

@TradexWhisperer If memory is cyclical, why does peers have higher PE then $mu


Summary: Going long fiber optics plays GLW, LITE, and TSM as the next beneficiary of the memory boom cycle.

@Dixitagg When memory booms, usually the equipments follow and the market did exactly that already, very impatient. Packaging will boom as well. Personally, I am going after Fiber optics $GLW $LITE $TSM.

@TradexWhisperer Any other pick with current valuations to play this theme ?


Summary: Bullish MU on near single-digit fwd P/E + Google's massive capex revision driving chip demand; NVDA also benefits as Google scales AI infra.

Basically, what I said yesterday.

"Google can't do awesome google stuff without buying some chips."

$MU is almost back to a single-digit forward P/E, and $GOOGL just dropped the most ridiculous capex budget revision ever.

I can hear Sundar screaming for chips miles away

Google earnings tomorrow, whatever happens, happens.

Just remember: Google can’t do awesome google stuff without buying some chips

TPUs serve their niche, but they still lean on Blackwell/Rubin and CUDA for general purpose AI.
Complementary, not substitute.

$GOOGL $NVDA $MU


Google can't do awesome google stuff without buying some chips


Summary: Endorses MU as a multi-year play through 2030, extending the parent's bullish thesis.

@TradexWhisperer Love it! $MU is the play of 2026.


Summary: Author holds long MU position (loaded at $62), endorsing thesis via Tepper's 200% stake increase; bullish on valuation and HBM/DRAM tailwinds.

$MU David Tepper's Appaloosa just increased his Micron holdings to 1.5M shares ($423M), a huge 200% jump in Q4 2025.

We loaded up way back at $62.
Guess who's playing Smart Money?


Summary: Bullish MU on cheap valuation, HBM growth, and surging DRAM/NAND prices; building a new base.

$MU BLUE-GREEN still going. Building a New Base?

Ignore the noise. Fundamentals Only. https://t.co/KmMYBHZ6Zy


Summary: Bullish VRT on continued hyperscaler spending; pattern suggests another upside candle ahead.

🟦 $VRT 144% gains with last two (W) BLUE candles

Hyperscalers won't stop spending 💰💶

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🟦 $VRT Keeps bouncing off the middle Bollinger Band. Is a (W) BLUE candle just around the corner?

Last three (W) BLUE candles yielded a return of 89%, 74% and 181% 💰

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Summary: Bullish MU: HBM wafer intensity (3-4x/bit), compounding yield losses, and competing DRAM demand create multi-year supply constraints and pricing power the market hasn't priced in.

$MU "What is the real bottleneck in HBM3E/HBM4 production that the market is not yet pricing in?"

The question sounds technical. The answer is actually very simple once you understand one number: HBM consumes 3 to 4 times more wafer per bit than standard DRAM.

You do not just build more memory. You build memory that is fundamentally more wafer-hungry than anything that came before it. Every HBM chip stacked on an AI accelerator consumes 3 to 4x the wafer per bit of a conventional DRAM. That means to double HBM output, the industry you need at least 4x more capacity.

A new leading-edge fab takes at least 3 to 5 years from groundbreaking to meaningful output. That means the supply constraints visible today do not get resolved in 2026. They do not get resolved in 2027. The runway for elevated pricing and premium margins stretches further than most models on Wall Street currently assume. Every quarter the market expects relief and does not get it is another quarter of pricing power for the producers who already have capacity in the ground.

Now add the yield problem and the bull case gets even stronger.

HBM yield is not comparable to standard DRAM yield. It is a completely different category of difficulty. In an HBM stack, you take multiple DRAM dies, bond them vertically through thousands of through-silicon vias, and treat the entire stack as a single unit. If any one die in that stack fails, the entire stack fails. You throw the whole thing away.

Yield losses multiply across the stack rather than occurring in isolation. A 95% individual die yield sounds impressive until you stack twelve dies and realize your effective stack yield drops to roughly 54%. That wafer consumption number of 3 to 4x suddenly looks conservative once yield losses compound through the stack. This is not a problem that money alone solves. It is a problem that only time, process learning, and engineering discipline solves. Every quarter of yield learning already accumulated by the producers ahead of the curve is a quarter that late movers simply cannot buy back.

And the supply constraints do not end with HBM itself.

SOCAMM2 is coming. CXL DRAM is coming. Both demand the same leading-edge DRAM process capacity and both serve the datacenter market with growing urgency. As inference workloads scale and memory pooling architectures mature, CXL DRAM becomes a serious incremental revenue stream competing for the same constrained wafer supply. SOCAMM2 brings high-density memory to next-generation server platforms and that ramp adds to the addressable market, not away from it.

Then there is the consumer catalyst waiting in the background. When rate cuts arrive and PC and smartphone upgrade cycles accelerate, consumer DRAM demand snaps back hard. And when both datacenter and consumer cycles run simultaneously against a backdrop of structurally constrained wafer supply, the pricing environment becomes something the market has not modeled yet.

So when someone asks why HBM supply cannot simply catch up to demand, the honest answer is: because the physics will not allow it, the yield math will not allow it, and the competing memory demands will not allow it.

The market prices in a ramp. It has not priced in the ceiling. It has not priced in the yield wall. And it has not priced in what happens when every datacenter memory technology competes for the same wafer supply at the same time.

So good luck waiting for 4x more fabs, 4x more packaging plants and 4x more HBM engineers, 95% yield on 12-die stacks, "all of the sudden."

Structural Shift

$MU I worked 21 years as an HBM, DRAM & NAND engineer.

AMA is open. Ask me anything.

I'll drop rare insights where I can. https://t.co/mNyHOKVofa


Summary: Bullish memory stocks (MU, SNDK, EWY) on structural NAND/eSSD supply bottleneck driven by AI inference demand; contract prices seen rising up to 60%.

$MU $SNDK $EWY Boom after Boom.

Independent research firm Growth Research said the dominance of the memory market is rapidly shifting from DRAM to NAND flash, and in particular, demand for a "context warehouse" for AI inference is expected to drive up contract prices by up to 60% in the first quarter of this year.

As the center of gravity of AI shifts from learning to inference, eSSD (enterprise SSD) is emerging as a new key variable in AI infrastructure, going beyond simply storing data.

Han Yong-hee, a researcher at Growth Research, said, "The memory market has moved beyond the existing IT device demand formula and entered a period of structural imbalance centered on data centers." He added, "If DRAM is a temporary workbench for calculations, NAND is a warehouse that accumulates results. However, as the size of the warehouse required by the current AI infrastructure rapidly increases, a bottleneck is occurring in which supply cannot keep up with demand."

He continued, "With the proliferation of AI agents, the amount of tokens consumed per inference increases by up to 1,000 times compared to general chatbots, revealing the limits of KV cache (context-maintaining memory) capacity." He explained, "As 'offloading', which moves data to SSD or CPU memory to reduce the load on the limited HBM, becomes a necessity rather than an option, the war to secure eSSDs among CSPs (cloud service providers) that operate large-scale inference services will intensify."

$MU $EWY Memory Bottleneck Is Getting Wild 🤯

"SK Hynix only has four weeks' worth of DRAM and NAND inventory. Prices will rise further."

“The industry-wide cleanroom space shortage is exacerbating supply constraints and creating an environment favorable for price increases" https://t.co/Ld7YCiqxX1


Summary: Bullish MU: low PE/PS ratios, 50% HBM sequential growth, DRAM/NAND price surge, DDR4 scramble signals strong demand.

$MU "DDR4 Prices Are Ironically Rising Even Faster Than DDR5, Hinting That Buyers Are Scrambling for Any DRAM They Can Get Their Hands On" -WCCFTech

DDR4 16Gb avg. spot price increased another 0.8% last Friday to $78.40, which is over two times the DDR5 avg. spot price

Wild 🤯 https://t.co/vmLnyszRdH


These aren't quiet whispers. They speak volumes.

Summary: Endorses $2T market cap thesis for TSMC on record January revenue (+36.8% YoY) and surpassing Intel in headcount.

$TSM reported January revenue of $12.71 billion, an all-time high, up 36.8% YoY.

For the first time in history, TSMC is on track to surpass Intel in total employee count.

These aren’t quiet whispers. They speak volumes.

$TSM has become the de facto semiconductor index. It's now the proxy for the entire semiconductor industry.

$2 Trillion Market Cap: Inevitable


Summary: Bullish MU on SOCAMM2 LPDDR5X leadership, 5-year NVIDIA partnership, and 192GB module sampling for Rubin AI platforms.

$MU Thanks for 5-year partnership with NVIDIA, Micron extends its leadership in Low-Power DRAM for AI Servers (SOCAMM2) which is emerging as one of the most critical memory innovations for scaling next-generation AI infrastructure efficiently.

SOCAMM2 addresses the core energy bottleneck head-on. In the era of energy-constrained data centers, SOCAMM2's importance lies in its superior power efficiency. It achieves over 20% better power savings than Micron's previous LPDDR5X generation and more than two-thirds reduction compared to equivalent RDIMMs, despite being one-third the size.

Data centers face severe power limitations, AI clusters can consume massive energy, with racks potentially exceeding 50 terabytes of CPU-attached memory, making low-power solutions essential to maximize compute density without overwhelming electrical infrastructure or cooling systems. The module's design also supports liquid cooling and easier serviceability, reducing total cost of ownership by allowing quick replacements for degraded memory, which is common in high-utilization AI environments.

Micron has pioneered this by delivering the industry's highest-capacity variant, a 192GB SOCAMM2 module using its advanced 1-gamma DRAM process, which provides 50% more capacity in the same compact 14x90mm footprint compared to prior low-power DRAM designs.

It is already being sampled to customers, including for Nvidia's next-generation AI platforms like the Rubin architecture.

Bullish 🔥


Summary: Bullish TSM; expects it to eventually surpass NVDA in market cap.

@cycleresearc One day $TSM will surpass $NVDA in MC.

@TradexWhisperer Jensen called it correctly, $TSM is the greatest company on the planet. The Taiwan risk is the one variable that keeps institutional investors up at night.


Summary: Bullish MU: HBM3e/4 has moved Micron to 2nd place in memory, a structural divergence from its historical ranking that is bullish.

@dolores_capital Yeah that's well known public information. They've been ahead since ages. It's already priced in. Micron was always the third or 4th in the memory market, overall and roughly speaking but HBM3e/4 story is diverging from the history. They are 2nd now to me that's bullish as hell.

@TradexWhisperer but sk is ahead technically


Summary: Holds a position in SNDK; bullish on NAND shortage thesis.

@jpgola @wccftech NAND is in huge shortage too but I am not sure how much of it's priced in. Micron suddenly shifted a bit of focus to Singapore fabs which was supporting this thesis. Next earnings will be wild. I do have some position in SNDK.


Micron is transitioning from cyclical commodity memory (DRAM/NAND) to a premium, AI-centric platform with HBM, CXL, and SOCAMM... 20–25x+ forward P/E isn't just acceptable; it's inevitable.

Summary: Bullish MU: HBM/CXL/SOCAMM portfolio flattens cycles, 2026 HBM sold out, $35B→$100B TAM by 2028, justifying 20-25x+ P/E expansion.

$MU AMA: The Best Two Questions (Related)

"How could Micron avoid the age old cycle of capacity expansion-over supply-ASP collapsing?" @yizheng95

"It seems natural that acceptable P/E ratios will expand. What are your thoughts on this?" @melone3710

My Refined Answer:

Micron is transitioning from cyclical commodity memory (DRAM/NAND) to a premium, AI-centric platform with HBM, CXL, and SOCAMM, brand new products that never existed before. This gives far more wafer-allocation flexibility, flattening booms/busts and justifying PE expansion beyond historical foward single-digit valuations.

AI are much more memory hungry than any other tech invention and right now it's mostly enterprise demand. The consumer demand hasn't even kicked in, YET and with rate cuts in the next few years, the consumer demand will also go up.

Why Now Different? More Robust Porfolio

Legacy: DRAM + NAND → Consumer + Enterprise mix → Limited flexibility, sharp cycles.

New Reality: HBM (high-bandwidth for AI GPUs) + CXL (memory pooling/expansion) + SOCAMM (efficient AI-server modules) → Heavy enterprise/AI focus → Much higher margins and agility to shift production.

Broader portfolio lets Micron redirect wafers from softening areas (e.g., consumer NAND) to Regular Enterprise NAND or HPC HBM AI without big ASP hits → More stable earnings.

Thesis: Cycle Flattening = Valuation Upgrade:

More memory for you but also for 8 billion people on earth:

Your lifelong AI companions or agents will need to remember decades of inquiries so when you ask about a travel or a problem, they should be able to access your travel inquiry made 15 or 30 years ago in a similar location and formulate the best suggestion based on all the context available (memory). Now multiply that by 8 billion people on earth. AI Inference will not just demand more memory but it will demand a unprecedented transformation in the memory industry overall.

What's up with HBM?

-HBM TAM is exploding: ~$35B in 2025 → ~$100B by 2028 (40% CAGR, two years faster than prior forecasts).

-Micron's entire 2026 HBM supply is sold out (including HBM4 in volume production early), with multi-year contracts locking in pricing/visibility.

-HBM consumes 3-4x times more wafer per bit.

-Memory is hardware and not software so we can't make more memory in just weeks. We have to build new fabs and that can take 5 to 10 years. So good luck waiting for 3-4x more fabs "all of the sudden."

Like every real AI enablers, 20–25x+ forward P/E isn’t just acceptable; it’s inevitable.


Summary: Chips (incl. MU, TSM) are the place to be in 2026; rotation out of tech/software may weigh on Nasdaq.

US semiconductor sector proxied by SMH ETF

The scary trend is that people are dumbing 'tech/software' stocks in favor of chip stocks such as $MU and $TSM. That's going to confuse the market a bit. Some will see as a well warranted rotation, some will think this is bearish as nasdaq can negatively be affected but Chips is where you want to be in 2026.

@TradexWhisperer With 21 years’ experience in memory tech, your insights are invaluable. Which trends excite you most?


people are dumbing 'tech/software' stocks in favor of chip stocks such as $MU and $TSM


Summary: Bullish MU: domestic mega-fab investment shields it from tariffs on memory.

$MU Potentially good news for Micron as they are investing over $200B in American Mega Fabs, Idaho and New York.

Memory Made in America. No Tariff. https://t.co/G27oJC4jzC


Without the HBM memory, there is no AI Super Computer — High Bandwidth Memory is going to change the world by enabling AI Inference for the billions of people across the globe.

Summary: Bullish MU on HBM's critical role in AI infrastructure and global inference demand.

🌍 $MU "Without the HBM memory, there is no AI Super Computer" -Nvidia CEO Jensen Huang

High Bandwidth Memory (HBM) is going to change the world by enabling AI Inference for the billions of people across the globe. https://t.co/GH6F8tGixt

So what's up with Micron Technology $MU? Why did so many analysts lower the price targets but still rated it as Bullish? A bit contradicting isn't it? Well, here's the answer.

The DRAM spot prices have been mostly flat. The 'recovery' didn't come as soon as they initially https://t.co/GgCJ7xL1t0


Summary: Holds both MU and PLTR as top positions; bullish on both as AI ecosystem plays.

Thanks! Yes, the whole AI ecosystem is in the move Palantir is putting AI into actual practical and useful work in the Enterprise, a driving force to buy more chips.

Is it weird that $MU and $PLTR are my top positions? They are polarizing if put together. Put from my stand point of view, it makes so much sense.

@TradexWhisperer Congrats, man!

I am in $MU because I love the forward p/e of 11.

I am NOT in $PLTR because I do not loe the forward p/e of 187x.

But $PLTR's result is good for AI so good for $MU.


Summary: Bullish MU on surging DRAM and NAND prices; reinforces buy-the-dip thesis from quoted tweet.

🟦 $MU DRAM and NAND prices continue to surge. https://t.co/DzYowsYDRT

🟦 $MU Chips will be in short supply in 2026. Not just HBM but DRAM and NAND too.

Buy every fucking dip when our BLUE candles shows up. +122% gains so far with the last five blue candles 💰💶

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Summary: Bullish MU and Korea ETF (EWY) on memory supply crunch: SK Hynix 4-week inventory, cleanroom shortage, prices rising through 2025-26.

$MU $EWY Memory Bottleneck Is Getting Wild 🤯

"SK Hynix only has four weeks' worth of DRAM and NAND inventory. Prices will rise further."

“The industry-wide cleanroom space shortage is exacerbating supply constraints and creating an environment favorable for price increases" https://t.co/Ld7YCiqxX1

$MU Alerts Customers to Price Hikes, Signaling Robust 2025-26 Demand. Here's the letter from EVP of Sales

Valued Channel Partners, Recent market dynamics indicate that the memory and storage markets have started to recover, with growth anticipated through calendar 2025 and 2026. https://t.co/llVwj8NP4p


$MU $EWY Memory Bottleneck Is Getting Wild 🤯


Summary: Bullish MU on Idaho fab buildout driving billions in incremental revenue/profit, plus HBM ramp and rising DRAM/NAND prices.

🇺🇸 $MU Memory Made in America. Micron’s Idaho fab takes shape.

5+ million sqft for fab and support buildings
300,000 cubic yard of concrete
70,000 tons of American-made steel
600,000 sqft of cleanroom space
Billions of extra revenue & profit incoming 💰

https://t.co/aERUkoJ6Fe

$MU Bargain of the Century

PE Ratio: 15.5
Sales Ratio: 2.33

50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2


Fresh New Price Targets, Last 3 Days

TD Cowen: $300 → $450
Buy rating maintained.

William Blair: PT $450
Outperform rating.

Stifel Nicolaus: $300 → $360
Buy rating maintained.

Summary: Shares three fresh Buy/Outperform upgrades and raised PTs ($360–$450) on MU from TD Cowen, William Blair, and Stifel, adopting the collective bullish thesis.

$MU Fresh New Price Targets, Last 3 Days

TD Cowen: $300 → $450
Buy rating maintained. Cited tightening shortages, server ASP strength, and long-term DRAM/NAND cycle upside. (1,700+ employees)

William Blair: PT $450
Outperform rating. This is a new initiation, implying a positive/high target view aligned with recent momentum. (1,950+ professionals)

Stifel Nicolaus: $300 → $360
Buy rating maintained. Focused on AI growth outlook.
(2,300+ financial advisors)


Summary: Holds GLW and LITE on a fiber/laser thesis.

@GVDInvestor Currently I own GLW and LITE. Fiber material and Lasers. Seemed like a simple thesis to build conviction.

@TradexWhisperer I’ve been starting to look at this, but what’s your favorite play here? $AAOI? Or $LITE?


Summary: Bullish MU: mainstream PTs underestimate the structural shift from cyclical DRAM to high-margin AI-essential HBM with multi-year visibility; still early innings.

$MU My opinion? We are still so early.

With the exception of Rosenblatt's bold $500 target, none of these "mainstream" institutions has yet fully priced in the structural shift in Micron's memory business fundamentals. They believe HBM Dynamics are the same as DRAM. They are wrong.

From Cyclical DRAM Commodity → To high-margin, AI-essential Near Memory with multi-year visibility.

$MU Renewed Price Targets, Refined to 10 "Top-Tier" Institutions.

Rosenblatt Securities
$300 → $500
Street-high; aggressive on multi-year AI/HBM pricing power and margin expansion.

Bernstein
$270 → $330
Persistent DRAM pricing rises (20-25% sequential) into 2026-2027. https://t.co/m2uY2Ex729


Summary: Bullish OSCR targeting $23.8, citing upper Bollinger Band breakout attempt.

🟦 $OSCR $23.8 Challenge Incoming

It has left the upper Bollinger Band and is attempting a upper BB climb. +51% gains with the last (D) BLUE candles 💰💴

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🟦 $OSCR has oscillated between $13 and $23 for nearly 20 months!

Another (W) BLUE candle signals a breakout attempt, pulling away from the $14.70 volume concentration. Will it hit $23 again? 🤔

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Summary: Long MU: US gov support, domestic fabs, HBM power efficiency, and smallest market share create outsized upside vs Hynix/Samsung.

Geo: US Government. US Fabs
Talent: Japan, Singapore & Taiwan
HBM Power Efficiency which could matter when we enter HBM4E.
Smallest Market Share. It sounds weird but this is actually an advantage. The biggest guy has something to lose but the smallest guy can gain big time if their US expansion strategy plays correctly with the back of US government.

@TradexWhisperer What does $MU have that SK Hynix and Samsung don’t? Why Micron over the other two?


Summary: Bullish ANET: price magnetically drawn to upper Bollinger Band, named AI infrastructure winner.

🟦 ANET Unstoppable Climb. That Upper Bollinger Band is Acting like a Magnet. AI Infrastructure Winner!

60% Gains if you followed the last three (D) BLUE candle. Easy Profit 💰

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Summary: Bullish MU on cheap valuation, HBM ramp, and surging DRAM/NAND prices; tectonic shift incoming.

$MU Buckle Up. Tectonic Shift Incoming https://t.co/XuqCNMMALt


$MU price target raised to $500 from $300 at Rosenblatt. The era of cyclical consumer DRAM is over. HBM is feasting on DRAM to fuel the Artificial Intelligence Revolution.

Summary: Shares/endorses Rosenblatt's MU PT raise to $500; author adds own bullish thesis on HBM displacing cyclical DRAM.

🔥 $MU price target raised to $500 from $300 at Rosenblatt

The era of cyclical consumer DRAM is over.
HBM is feasting on DRAM to fuel the Artificial Intelligence Revolution. https://t.co/OO8302qekK

Here's the P/E and P/S Ratio of $MU that enables AI GPUs with super fast High Bandwith Memory Cubes. Their HBM sales grew 50% sequentially and DRAM/NAND prices have bottomed. Micron intends to take at least 27% of the whole HBM market.

Forward P/E ratio: 10.41
Forward P/S ratio https://t.co/TSLBx04ENf


Bullish Margin Inversion — DDR5, DDR6 & NAND have taken the crown and the full portfolio is now running the show

Summary: Bullish MU and SNDK on margin inversion: DDR5/DDR6 and NAND enterprise margins now exceeding HBM, full portfolio driving upside.

$MU HBM? Not margin king anymore.

DDR5, DDR6 & NAND have taken the crown and the full portfolio is now running the show.

Bullish Margin Inversion 👇

Margin Inversion.

My sources indicated that DDR5 margins have now indeed surpassed those of HBM.

But that's not all. NAND margins are also exceeding HBM levels for certain high-value enterprise grade products.

Go $MU $SNDK


Summary: Bullish MU: new $24B Singapore plant signals guaranteed growth; low forward P/E relative to peers.

$MU Micron announces $24B memory plant in Singapore.

Unlike what the reports say, I have feeling that this plant will not be exclusively for NAND.

Anyhow, growth is guaranteed with this name. https://t.co/co9iUZovNd

$MU Micron is now the 18th largest company in the US, bigger than $AMD $COST $PLTR

Yet it trades at one of the lowest forward P/Es:

Palantir: 168x
Costco: 48x
AMD: 38x
Oracle: 24x
Micron: 11x

AI Inference demands near-infinite context in the decade ahead. We're so early. https://t.co/M5AFvSzFL1


Summary: IREN support at $48 volume node with next target at $62; bullish breakout candle expected.

���� $IREN resting on $48 volume node. Next? $62 volume node. (D) BLUE candle launching incoming 💰💵

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Summary: Bullish both MU and SNDK at current prices.

@JeffBro52400644 Good question but unfortunately, I can only speak of $MU and $SNDK. I am bullish for both.

NAND outperforms HDD but if the hyperscalers decided that they need more density than NAND at the expense of the performance... then so be it.

@TradexWhisperer SNDK, WD, MU, or STX?
Which are better investments at these prices?


Summary: Bullish PLTR with $200 price target, citing Karp's Ontology thesis and institutional buying.

🔥 $PLTR $200

"All of the value in the market is going to go to chips and what we call the Ontology" -Karp https://t.co/GLyoqPUGst

$PLTR valuation makes ZERO sense

But then why do institutions keep buying it?
What do they know that you don't?

I work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way

Palantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8


Summary: Micron CBO says demand substantially exceeds supply for foreseeable future, implying sustained pricing power and earnings upside.

$MU “We are more than sold out. We have a significant amount of unmet demand in our models, and this is just consistent with an environment where the demand is substantially higher than supply for the foreseeable future.”

↳ Micron Chief Business Officer


$PLTR "Rule of 40. Score of 127." Enuf said. Send it.

Summary: Bullish PLTR; Rule of 40 score of 127 cited as decisive justification to buy.


Summary: Long MU: LLM differentiation shifts to memory, scaling to 8B humans implies massive demand for AI memory.

$MU The LLM era ends in sameness: every model feels the same. True advantage? Near-infinite memory

Forgetful Chatbots → Lifelong Companions that recall every bit of your history & world data for flawless contextualization

Scale that to 8B humans. How much memory do we need? https://t.co/bJmbsrkYoE


2026 full HBM production? It's SOLD the fuck out... AI wants memory. Micron has memory. Everyone else is begging for scraps.

Summary: Bullish MU: HBM4 2026 capacity fully sold out, expanded to 6 major customers, HBM4E is the real money-maker, AI demand drives growth regardless of NVIDIA.

$MU Is Micron in trouble with HBM4?

NO.

2026 full HBM production? It's SOLD the fuck out

Micron has shipped HBM4 samples to multiple key customers starting in mid-2025, with volume ramp planned for calendar 2026. The company's entire HBM production capacity for 2026 (including HBM4) is sold out, driven by strong AI demand. Micron has expanded its HBM customer base significantly from 4 to 6 major key customers by late 2025 and is in active discussions/pricing agreements for HBM4 volumes.

If you think NVIDIA is the only company buying HBM4, you are not up-to-date on current events.

Q2 guidance already prices in zero NVIDIA HBM4 orders for Vera Rubin. The in-house base die never met spec. Micron was aiming for HBM4E all along, the real money maker.

AI wants memory. Micron has memory. Everyone else is begging for scraps.

$MU Here's what Micron said about HBM4 during Q1 2026 earnings call:

"Micron’s HBM4, with industry-leading speed over 11 Gbps, is on track to ramp with high yields in the second calendar quarter of 2026, consistent with our customers’ product ramp plans."

“We have completed


Yeah… that's a whole lot of real, tangible glory.

Summary: Sarcastically dismisses the 'glorified BI tool' bear case; Rule of 40 score of 113 cited as bullish evidence.

$PLTR is just "a glorified BI tool (a glorified Tableau)"

Rule of 40, Score of 113.

Yeah… that’s a whole lot of real, tangible glory.

@TradexWhisperer $PLTR is a glorified BI tool (a glorified Tableau)


Summary: Implicitly endorses Micron's long case: AI demand makes memory indispensable.

@cryptodaaddy AI isn't going anywhere without the memory.

@TradexWhisperer micron's undervaluation is one of the biggest market inefficiencies right now


Summary: Strongly bullish MU on AI memory demand surge; HBM ramp and DRAM/NAND price tailwinds just beginning.

$MU The AI memory train is about to absolutely wreck the bears. We are just getting started

$MU +195.33% YTD
$NVDA +29.67% YTD
$AMD +66.45% YTD
$AVGO +42.29% YTD
$ARM -7.98% YTD https://t.co/KA0SbMM2La


Summary: Bullish MU to ~$500B market cap, endorsing another 5x move.

@nebhol89 500 Billion Market Cap Incoming


Summary: Bullish MU and SNDK on DDR5 margins surpassing HBM and NAND margins exceeding HBM for enterprise-grade products — paradigm shift.

Margin Inversion.

My sources indicated that DDR5 margins have now indeed surpassed those of HBM.

But that's not all. NAND margins are also exceeding HBM levels for certain high-value enterprise grade products.

Go $MU $SNDK

$MU Still Heating Up: Memory Price Outlook for 1Q26 Sharply Upgraded

DRAM costs are surging way harder than NAND. With Micron ~80% exposed to HBM/DRAM and just 20% NAND.

This is not just tailwind, it's a paradigm shift. https://t.co/E0mc8zLFob


Summary: Long MU: Cup and Handle pattern, price closed at 2024 ATH, expects breakout to new all-time highs.

🟦 $MU Cup and Handle?

Price closed right around 2024 ATH on 6/18 ($157.54). We are about to go to the uncharted territory. https://t.co/wY2zkfV6aX

🟦 $MU Breakout of Bull Flag and Take Off to New ATH 🚀

The price has left the Bollinger Band for 3 consecutive days. Last (D) BLUE candle = 38.4% Profit 💰

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Summary: Strongly bullish MU: ex-TSMC Chairman's $8M insider buy at ATH signals high conviction on Micron's HBM/AI positioning.

$MU Who is Mark Liu REALLY and why did he buy ~$8 MILLION worth of shares near all-time highs?

Here's the Bombshell: Dr. Mark Liu owns an Investment Fund called J&M Copper Beech Ventures, a multi-strategy investment fund based in Palo Alto. The fund invests across public and private markets including equities, venture capital, fixed income, and real estate, with a sharp focus on AI tech and semiconductors. It draws on his decades of insider knowledge to spot big trends in chips, AI, memory, and more.

J&M Copper Beech Ventures acts as a vehicle for Mark Liu to deploy capital in strategic technology investments, capitalizing on his extensive experience and understanding of industry trends such as chips and AI.

His recent purchase of 23,200 $MU shares (totaling about $7.8 million at an average price of $336 to $337)  happened near record highs, not on a dip. That timing makes the move even more significant. Insiders rarely make large open-market buys at peaks unless they have strong conviction about further upside. This wasn't just routine board-member confidence. Liu's decision likely draws from deep insider knowledge of Micron's HBM and AI positioning, especially synergies with TSMC, plus research and trend analysis flowing through J&M Copper Beech Ventures, his personal vehicle for strategic tech investments.

By the way, Dr. Mark Liu is a semiconductor legend with over 40 years of hands-on experience. He started in process engineering at Intel, moved to high-speed research at AT&T Bell Labs, then spent 31 years at TSMC. He rose to President and Co-CEO, then Executive Chairman.

Under his leadership, TSMC tripled revenue and net profit, dominated advanced nodes like 5nm, 3nm, and EUV (critical for AI and smartphones), and drove massive global expansion including major US fabs in Arizona.

When someone who built the world's leading foundry and now runs his own tech-focused fund puts $8 million into $MU at these levels, it's a high-conviction signal from one of the most respected voices in the industry.

Don't go against Mark Liu and don't go against this Monster Trend.

Former TSMC Chairman Mark Liu buys $8 MILLION of $MU shares near all time highs.

Mark Liu is in the Micron Board of Directors who is actually hierarchically above the CEO, Sanjay.

What does he know that we don't? Superior HBM4? 🤔 https://t.co/z4yemfsKsS


Summary: Bullish MU: AI + HBM platforms justify a new, higher valuation framework.

@TechEquityEng AI Platform. HBM Platform. New Valuation Plaform.

@TradexWhisperer Yup, with the FUD cleared up, the sky is the limit now... $MU, we are EARLY.


Summary: Bullish Micron, Samsung, SK Hynix on inference-driven HBM and SSD profitability growth.

@jyp501 It's crap load of good news for Micron, Samsung and SK Hynix. As long as Inference keeps growing, HBM and SSDs will be very profitable.

@TradexWhisperer Impossible but still a good problem to have for $MU, no?


Summary: Bullish META with $705 partial gap fill target despite short-term turbulence.

🟦 $META This BLUE candle is still launching hard 🚀

Short-term turbulence possible, but $705 partial gap fill incoming  💰

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🟦 $META Decent (D) BLUE candle bounce. A brief pause before earnings gap challenge? 🚀

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Summary: Author holds PLTR and MU as biggest long bets, citing perfect 10/10 outlook ratings from LSE Group research.

$PLTR London Stock Exchange Group just dropped a fresh new Research Report on Palantir.

Just like $MU, Palantir scored a PERFECT 10/10 outlook rating, DOUBLE the SalesForce's rating of 5.

Micron and Palantir are my biggest bets and core coverage on X. Coincidence? No, sir. https://t.co/FAc5PEBc4h


Summary: Endorses MU as a bargain on 15.5x PE, 2.33x sales, 50% sequential HBM growth, and surging DRAM/NAND prices.

🟦 $MU Micron plans $9.6 billion HBM fab in Japan as AI memory race accelerates

HBM demand 🚀🔥 https://t.co/SG3RobWvlc


Summary: Bullish on MU, citing patience and fundamentals in context of Tesla Terafab memory demand thesis.

$MU (W) BLUE Candle "What sorcery is this?"

Not sorcery. It's called PATIENCE and truly understanding the fundamentals. https://t.co/WLyPClu4b0

$MU Bullish

"To eliminate constraints that are likely to arise in the next 3 - 4 years, we must build a gigantic chip fab, Tesla Terafab. ��It must be a very large-scale production facility that includes logic, memory and packaging. I can't see any other way .."

-Elon Musk https://t.co/5JaM0EzKNd


Summary: Bullish on chip companies MU, TSM, SNDK for record-high FCF over next 5 years driven by massive CapEx and AI productivity tailwinds.

Chip companies will have record high FCF next 5 years as a result of this massive CapEx.

More chips, smarter AI and increased productivity for 8 billion people on Earth.

The world will never be the same again

$MU $TSM $SNDK


Summary: Bullish MU: consumer brand gone, all production shifted to high-margin data centers permanently; not a cyclical trade.

$MU To all cyclical traders:

Micron has killed off its Crucial consumer brand for good. Crucial is not returning. The AI demand has reshaped the industry permanently and all production is now focused on high-margin data centers.

It's a PERMANENT structural shift. NOT a cycle. https://t.co/YFnOZRHsdF


Summary: Bullish MU: dismisses cyclical bears, urges holding on fundamentals with HBM still early and low 9x forward P/E vs peers.

$MU Soared from $9.35 in May 2016 to $320 today:

That's 34x gains in 9.5 years. $60k → $2 Million just by sitting on it

Don't let "cyclical police" accounts deprive you of wealth-building on fundamentals. They clearly hate wealth, no different than $PLTR valuation police bears

$MU Micron is now the 24th largest company in the US, trailing just behind AMD and Costco.

Yet it trades at one of the lowest forward P/Es:

Costco: 43x
AMD: 37x
Micron: 9x

HBM is relatively a new tech that only started accelerating profits in 2025

We are still very early https://t.co/GzmXYI1Q9L


Summary: Bullish NVDA; bears about to get crushed, implying price heading higher.

$NVDA Bears are about to get obliterated https://t.co/ZdWP3lUHQt


Summary: Shares Morgan Stanley PT raise on MU to $450 from $350; adopted as bullish endorsement.

🔥 $MU Morgan Stanley raises the PT to $450 from $350 https://t.co/7Eqmc3r54c


$MU Bargain of the Century

PE Ratio: 15.5
Sales Ratio: 2.33

50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging.

Summary: Bullish MU: frames it as a bargain on low valuation multiples, HBM growth, and surging DRAM/NAND prices, reinforced by CEO commentary on AI-driven demand.

$MU CEO Sanjay on CNBC

"Micron announced over $200B dollars of investment under Trump for leading edge memory"

"AI driven demand is accelerating ... Memory is actually a strategic asset because ... AI need more memory in order to do all the real time contextual processing." https://t.co/usBTJCigWA


Summary: Bullish MU on real revenue/profit expansion, HBM ramp, DRAM/NAND price surge, and Idaho fab milestone.

$MU Revenue/Profit Expansion Is REAL & 100% AMERICAN

Idaho fab achieved major structural milestone
70,000 tons of American steel
Cleanroom size of 10 football stadiums

https://t.co/WulC6z3YFt


$MU Up to 70% DRAM price hike. The HBM technology is bringing a structural shift to the entire Memory Market.

Summary: Bullish MU on up to 70% DRAM price hike and structural HBM-driven shift in the memory market.

🔥 $MU Up to 70% DRAM price hike.

The HBM technology js bringing a structural shift to the entire Memory Market. https://t.co/1NkHJgbiT7


Summary: Bullish MU: DDR4 DRAM price surge to $9.30, 70% profit margin expected, DDR5 margins potentially above HBM3E.

$MU The average price of DDR4 8GB DRAM surged from $1.40 in January to $9.30 in December (2025)

Profit margin is expected to reach 70%, and DDR5 may even surpass the margin of HBM3E.

Wild https://t.co/x2xf64uexc

🤯 Get ready to be MIND BLOWN

Forward P/S and PE ratios
$MU: 2.2 and 11.7
$AMD: 6.1 and 21.7
$NVDA: 12.3 and 25.3
$AVGO: 17.1 and 29.4
$PLTR: 68.8 and 172.4

Micron HBM revenue grew 52% sequentially. These chips directly enable Blackwell and Rubin GPUs, the center of AI https://t.co/C4BLuZfIzA


Summary: Endorses MU as a bargain on low PE/PS ratios, HBM growth, and surging DRAM/NAND prices.

$MU 🔥 Bargain of the Century https://t.co/vYjkh7Znus


Summary: Bullish IREN; price not done running despite pulling back to Bollinger Band, strong volume.

🟦 $IREN The latest (D) BLUE candle alert has yielded 106% in profits 💰💴

King of Strength. The price has moved back to the Bollinger Band, but it is not done running. Look at that volume!

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🤪 $IREN Monstrous growth

It may take a breather but I don't think it's done running. https://t.co/SYdizRNVpE


Summary: Bullish on Micron for 3-5 years, based on signals from upper management.

@kostea12 I am no oracle but I am bullish on Micron for the next 3-5 years. Hope that helps.

---

@kostea12 This incorporates the sentiment and the message I've been hearing from the upper upper management.


Summary: ORCL closed at weekly upper Bollinger Band acting as magnet; can still climb higher.

🟦 $ORCL MASSIVE VOLUME and price closed right at the (W) upper Bollinger Band. It can act as magnet and can still climb.

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🟦 $ORCL up 40%+ today and it has definitely left the Bollinger Band Chat Room 😂

The volume started to increase massively immediately following the (D) BLUE candle. Somebody knew something

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Summary: AMAT and LRCX named as the bottleneck tool vendors for HBM packaging, stacking, and TSV interconnect buildout.

industry='Semiconductor Equipment & Materials'

@hsverrisson HBM tech is on packaging, stacking and interconnect (tsv) not fab. So $AMAT and $LRCX

@TradexWhisperer When building up new HBM fabrication, which tools/machines do you expect to become bottlenecks in the future. ASML or others?


It's a bargain. Market is yet to price in the HBM business. People think it's DRAM. That's absolutely wrong.

Summary: Bullish MU: market hasn't priced in HBM business, mispriced as plain DRAM — meaningful upside ahead.

@vdmandele Yes read the april post and the thread. It's a bagain. Market is yet to price in the HBM business. People think it's DRAM. That's absolutely wrong.

@TradexWhisperer 'Bargain of the century' implies quite a bit more than 'if you do enough dd you'll find this cyclical company should be trading higher than a p/e of 15 based on next twelve months earnings'

$MU wasn't even the best bargain inside its own sector.

Btw, I was reffing your apr post https://t.co/ArnjxjJDUz


Summary: Bullish MU as a beneficiary of both HBM memory and data storage boom with a more robust portfolio than SNDK.

$MU Just a reminder that Micron is also a Data Storage (NAND) company whose market share is actually higher than $SNDK

$SNDK is up 23% and $MU up 7.8% today.

Micron is direct beneficiary of both HBM Memory and Data Storage Boom, a more robust portfolio. https://t.co/scMNqNPPhN

So what's up with Micron Technology $MU? Why did so many analysts lower the price targets but still rated it as Bullish? A bit contradicting isn't it? Well, here's the answer.

The DRAM spot prices have been mostly flat. The 'recovery' didn't come as soon as they initially https://t.co/GgCJ7xL1t0


People keep underestimating the sheer scale and sophistication of $TSM and $MU fabs. Nano-level mass production isn't just volume. It's backed by deep, protected intellectual property.

Summary: Bullish TSM and MU: market underestimates fab complexity and the deep IP moats protecting nano-level mass production.

People keep underestimating the sheer scale and sophistication of $TSM and $MU fabs.

Nano-level mass production isn’t just volume. It’s backed by deep, protected intellectual property.

As Elon Musk put it: "It’s 1,000% to 10,000% harder than making a few prototypes."

The extreme difficulty of scaling production of new technology is not well understood. It’s 1000% to 10,000% harder than making a few prototypes. The machine that makes the machine is vastly harder than the machine itself.


Summary: Bullish all four names on decades of AI chip innovation: stacking, shrinking, and wafer-scale integration.

$MU $SNDK $TSM $NVDA

AI Chip Efficiency Trajectory:

Closer together → stack aggressively → shrink everything.

One day, the entire AI server will be built on a single wafer substrate. The chip industry is about to go through decades of crazy innovation.

Bullish.


Summary: Bullish on memory sector (MU, Samsung, SK Hynix) as NAND price hikes of 100%+ signal the start of a paradigm shift in memory industry.

$MU Samsung to raise NAND prices by 100% in Q1 as supply can't keep up with demand. SK Hynix is also expected to see a similar increase.

This is just the beginning of memory industry paradigm shift.

Bullish 🔥 https://t.co/CZ2KTVZo5p

---

Samsung Electronics more than doubled the price of NAND flash memory in the first quarter. This is because demand for NAND-based storage devices has surged due to the spread of artificial intelligence (AI), but supply has not increased significantly. The memory shortage and price hikes are expected to continue for the time being.

According to industry sources on the 25th, Samsung Electronics raised its NAND flash supply prices by more than 100% in the first quarter of this year. It is understood that Samsung Electronics completed supply contracts with major customers late last year and applied the increased prices starting in January. Following the contract for DRAM prices that were raised by up to 70%, the price increase for NAND has also expanded significantly.


Samsung Electronics KOSPI ticker 005930.KS


SK Hynix is also expected to see a similar increase. This is just the beginning of memory industry paradigm shift. Bullish 🔥


Micron is building THREE new MegaFabs, yet demand is exploding so hard that Micron has decided to buy a Taiwan Chip Fab for $1.8B. Meaningful DRAM wafer output? Not until H2 2027. How bad is this memory drought? Brutal.

Summary: Bullish MU: demand for HBM/DRAM exploding while supply constrained until H2 2027, memory drought is brutal.

$MU Micron is building THREE new MegaFabs, yet demand is exploding so hard that Micron has decided to buy a Taiwan Chip Fab for $1.8B.

Meaningful DRAM wafer output? Not until H2 2027

How bad is this memory drought? Brutal. https://t.co/hPZ3D4EOKa

❄ $MU If you want to understand why HBM will solve the AI inference bottleneck, read this thread.

"The working memory of the AI is stored in the HBM. If you have a long conversation with an AI, overtime, that memory, that context memory is going to grow TREMENDOUSLY" -Jensen at https://t.co/xRjA5ab0Eq


$TSM is on a hiring spree. The most important semiconductor manufacturing company on earth is staffing up. That's a signal. Buckle Up.

Summary: Bullish TSM: hiring spree signals continued growth as the universal winner across all semiconductor scenarios.

$TSM is on a hiring spree

The most important semiconductor manufacturing company on earth is staffing up.

That's a signal. Buckle Up. https://t.co/Ri46CcfoEp

If $NVDA wins, $TSM wins
If $AVGO wins, $TSM wins
If $MU HBM wins, $TSM wins
If $SNDK HBF wins, $TSM wins
If $AMD AI chips win, $TSM wins
If $QCOM silicon win, $TSM wins
If $AAPL silicon win, $TSM wins
If hyperscalers ASIC wins, $TSM wins

Is that clear enough? TSMC All In


Summary: Long PLTR targeting $200 within 36 months, holding position.

💯x2 $PLTR

"I think we are looking at $200 within 36 months. I am not getting off the WINNING horse right now"

@fitz_keith was right. $200 in 9 months.

https://t.co/SkZSlMO60h


Summary: Bullish on MU and NVDA as Blackwell GPU adoption drives HBM/DRAM demand; 'Gold' verdict on memory.

$MU $NVDA $GOOGL JUST IN: "Today, we’re bringing the serverless experience to high-end inference with support for NVIDIA RTX PRO™ 6000 Blackwell Server Edition GPUs on Google Cloud Run"

NVIDIA RTX PRO 6000 Blackwell is equipped with 96GB of GDDR7 Memory.

HBM & DRAM = Gold 🪙 https://t.co/CSWqvfQu0E


NVIDIA RTX PRO 6000 Blackwell is equipped with 96GB of GDDR7 Memory. HBM & DRAM = Gold 🪙


Summary: Bullish NVO: first monthly blue candle in years aligning with key volume level signals a potential reversal.

🟦 $NVO First (M) BLUE candle in years, aligning with a key volume concentration level.

Something is brewing. https://t.co/sTJ7fdTZVh

🟦 $NVO $148 → $43, absolute bloodbath

Protect your equity and always trim on PINK candles. Our smart candles would’ve gotten you out way before the collapse🤷♂

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Summary: Bullish HOOD after biggest weekly gain of 2025; reattachment to upper Bollinger Band signals further upside.

🟦 $HOOD just had the biggest weekly gain of 2025 with 22% and it's poised to climb further as it reattached to the upper Bollinger Band

+34% gains since the (W) BLUE candle signal. Easy Profit 💰💵

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🟦 $HOOD Breakout after S&P500 Inclusion!

Last (W) BLUE candles have yielded returns of 214% and 157%, respectively and a new one is forming 💰

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Summary: Bullish MU: memory shortage persists until 2028+ per Micron and SK Hynix, supporting sustained pricing power.

$MU Memory Crisis Lasting Until At Least 2028

"Micron also believes the memory shortage won't improve until 2028, and this is due to how long it takes to see meaningful output"

"SK Hynix, one of the biggest manufacturers of RAM, claims it will last until 2028." https://t.co/Fe4Jk5YIIl

$MU Bargain of the Century

PE Ratio: 15.5
Sales Ratio: 2.33

50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2


Summary: Endorses MU as AI memory essential citing Jensen's quote; implied long on MU and NVDA's AI buildout.

🔥 $MU "...Without the HBM memory, there is no AI supercomputer..." - $NVDA CEO Jensen

https://t.co/vpdZhGVsSL


Without the HBM memory, there is no AI supercomputer


Summary: Bullish MU and SNDK into 2026-2027 on huge memory revenue/ASP explosion driven by AI reasoning & inference demand.

$MU $SNDK

2026 → Huge memory revenue & ASP explosion.
2027 → Memory Apocalypse as AI Reasoning & Inference hits 8 billion on earth.

Wild times ahead. https://t.co/WGUZxTlWqV

$MU I worked 21 years as an HBM, DRAM & NAND engineer.

AMA is open. Ask me anything.

I'll drop rare insights where I can. https://t.co/mNyHOKVofa


2026 → Huge memory revenue & ASP explosion. 2027 → Memory Apocalypse as AI Reasoning & Inference hits 8 billion on earth


Summary: HBM/AI stocks are underpriced; market hasn't caught up to the thesis yet.

HBM sub-sector basket: Micron, SK Hynix, Samsung

@doongyidaddy The analyst and the market is still looking at the rear view mirror. The HBM / AI story hasn't been priced in at all.

@TradexWhisperer And FOMO hasn’t even started


Summary: Bullish MU on DRAM prices expected to jump ~4× by June 2026 with capacity booked through 2027 and NAND prices outpacing DRAM.

$MU "Winbond Expects DRAM Prices to Jump Nearly 4× by June 2026. Capacity Booked Through 2027"

Trajectory
Q1 2026 (current quarter): 90–95% increase
Q2 2026: Similar magnitude (near-doubling again)
Cumulative result: ~4× by June 2026
SLC NAND price hikes are even outpacing DRAM https://t.co/jyasbQFLFr


Summary: Long MU: HBM3E/HBM4 sold out through 2026, Samsung behind, every major AI player dependent on Micron's HBM.

$MU HBM3E & HBM4 are the new oil and it's SOLD OUT for 2026 and Samsung is way behind.

$GOOGL, $AMZN, $TSLA, $AMD, $NVDA and $AVGO, every AI giant is begging for them.

No HBM = no competitive AI chip in 2026 https://t.co/R88wNQ4717


Summary: Bullish MU: calls it a bargain at 15.5x PE/2.33x sales with 50% sequential HBM growth and surging DRAM/NAND prices.

$MU "The memory growth is at the heart of everything driven by AIs."

"This is not just in Data Centers. From Data Centers, to the Edge Devices, to Smart Phones, to PCs and to Automobiles."

-Micron CEO and $SNDK Founder, Sanjay @MicronCEO on CNBC https://t.co/uodbxnzBYQ


Summary: Long MU: HBM transforms Micron's business model, DRAM shortage persists long-term, flattening cyclicality and justifying premium multiple re-rating.

@Prosperiaxnews Yes. Good analysis. Market is still looking at the rear view mirror, not realizing the HBM is a brand new business that Micron never has had before. It will flatten the cyclical behavior because DRAM will be in shortage for a long time. Fabs will not come online for a while.

@TradexWhisperer They are already earning real money from HBM and AI memory, yet it’s priced as if those profits are temporary. Costco and AMD trade at premium multiples because their growth is assumed to persist. MU at ~9x forward earnings assumes the opposite.

If AI memory demand stays tight


Summary: Bullish optics names (LITE, GLW, AXTI, AAOI, COHR) as NVIDIA Rubin Ultra NVL576 drives +5x optics demand with 792 optical engines per rack.

NVIDIA Rubin Ultra is Optics/Copper Hybrid Scale-Up Platform which is expected to have +5x more optics than previous gens.

A single rack: 792 optical engines. 144 GPU packages. 576 dies. Let that sink in.

$LITE $GLW $AXTI $AAOI $COHR https://t.co/w5GYC4mynu

$LITE $GLW $AXTI $AAOI $COHR

Major shift toward optics starting NVIDIA Rubin Ultra:

The NVIDIA Rubin Ultra NVL576 rack will mark a major architectural shift by incorporating optics for scale-up for the first time in an NVLink domain. While copper remains a critical component


industry='Scientific & Technical Instruments'


Forward P/E is heading into single digits after this monster guidance which means Market hasn't fully grasped Micron's HBM-driven transformation. Market will care, one day.

Summary: Bullish MU: market undervalues HBM-driven transformation; forward P/E heading to single digits after monster guidance.

$MU Investors. Listen up

Forward P/E is heading into single digits after this monster guidance which means Market hasn't fully grasped Micron's HBM-driven transformation.

Micron literally crated a massive new division around HBM in their structure.

Market will care, one day. https://t.co/LBohn4B06H


$MU "Counterpoint Research forecasts memory prices will increase 50% in the first quarter of this year, with 2026 projected as a "Golden Era.""

Summary: Shares bullish memory thesis: 50% price increase forecast, 2026 Golden Era, shortage across HBM/DRAM/NAND; bullish Micron and Samsung.

$MU "Counterpoint Research forecasts memory prices will increase 50% in the first quarter of this year, with 2026 projected as a “Golden Era.”"

"Samsung Electronics’ net profit more than doubled, driven by its chip business, and it expects memory-chip demand to exceed supply."

"Samsung executives anticipate a significant shortage across all memory product categories, including HBM, conventional DRAM, and NAND."

-Barron's & CNBC

$MU How acute is that shortage?

"For several of our key customers, in the medium term, we are able to support 50% to 2/3 of their demands."

"That's why we're really focused on bringing up the supply." (Referring to the megafab constructions in ID and NY)

-Micron CEO Sanjay https://t.co/nGuXimO3on


Samsung Electronics' net profit more than doubled, driven by its chip business, and it expects memory-chip demand to exceed supply.


Summary: Bullish MU: HBM revenue represents a structural platform shift vs Covid era, making 2025/2026 comparisons more favorable than historical references suggest.

That's a bad comparison actually. Covid bottom was remarkable unusual (very bad). Covid top (WFH) accelerated lots of things for Micron but Covid bottom 2023 went the exact opposite way. Sort of a spring. I've never seen a dip such as this in 2023. So yeah bad reference.

If you want to compare numbers, better thing to do is to compare covid top revenue/eps vs 2025 or 2026. It should give us a better picture how bullish things are getting.

Remember the cash Micron is pulling in is from HBM which was non-existent in Covid years. So to me, it's not a numbers comparison more of a platform / paradigm shift.

@smartertrader @astocks92 @TradexWhisperer @jukan05 @aleabitoreddit @dannycheng2022


Summary: Calls a generational sector rotation out of hyperscalers/software into semiconductors/hardware.

@SteveMusser25 I think it's simple. The rotation of our lifetime. From Hyperscalers/software to Semiconductor/hardware.

@TradexWhisperer So who has the best explanation of what is going on in this market?  Macro is very good.  Solomon on CNBC this morning says CEO's are optimistic.  Moynihan at BoA says the consumer is growing at all levels, top to bottom.  Conspiracy theories also welcome.


Semiconductor/hardware rotation context; SMH best proxy


Summary: Long MU: forward PE of 12 is cheap given HBM's critical role as AI's key memory enabler.

$MU $450 overnight but forward PE is still 12.

Wild 🤯

HBM is the key enabler of AI, the "Oxygen" for AI Reasoning and Context. https://t.co/96elUpRmqm


Summary: Bullish on optics plays (LITE, GLW, AAOI, AXTI, COHR): scale-out AI fabric demand belongs to optics; copper only handles short-range scale-up.

$LITE $GLW $AAOI $AXTI $COHR

Confused by Broadcom's CEO comments on Copper vs. Optics? Let me clear it up.

Hock Tan's emphasis on Direct Attach Copper (DAC) as "the way to go" for scale-up isn't a contradiction to the increasing demands for optics products (lasers, transceivers, fiber. They are complementary in east-to-west traffic bottleneck.

Copper has its place for short distances but for longer reaches and massive fabrics, Optics are essential.

For scale-up (GPU-to-GPU, inside a rack or small cluster), copper wins. Lowest latency, lowest power, lowest cost. No argument there.

For scale-out (rack-to-rack, pod-to-pod, massive AI fabrics), optics are essential. Hock said it himself: "In scaling out, we're past that. We use optical. That's fine."

See? It's complementary. It's a co-existing ecosystem.

Hyperscalers are now connecting 100K to 1M+ GPUs across distributed pods for training and inference at scale. Copper can't handle the distance, heat, power draw, or bandwidth density. Pluggable optics like 800G/1.6T transceivers, lasers, and fiber are the only solution, and demand is, in Hock's own words, "just going nuts."

Copper holds its lane. But the next wave of growth lives in scale-out, and that belongs to optics.

Don't trade the present. Position for the future.

$LITE $GLW $AAOI $AXTI

Deloitte on AI Network Fabric Outlook

AI network fabric spending is expected to climb 38% in annual growth over the next few years to support the gigawatt-scale data center buildouts.

Switches, Routers, Optics, Interconnects https://t.co/AwoEQyw7sJ


Summary: Bullish MU on surging inference compute driving massive memory & storage demand into 2026.

$MU Reports suggest inference now consumes over 50% of OpenAI’s total compute workload (and rising fast into 2026).

Massive Memory & Storage Demand Incoming.


Summary: Long MU: HBM + AI context drives PE expansion and a paradigm shift in memory; flatter cycles justify higher multiples over 3-5 quarters.

Excellent question

"it seems natural that acceptable P/E ratios will expand. What are your thoughts on this?"

My whole thesis is waiting for this to happen. That's where I am betting my money because I believe Micron is now sitting on a whole different platform called HBM and AI Context. Your lifelong AI companies will need to remember 20 years of inquiries so when you ask about a travel, they should be able to access your travel inquiry made 15 years ago in a similar location. So I think memory demand will go higher and higher (of course not without softening cycles).

Yes traders have been selling during single digits PEs and buying at double digit PEs to stay ahead of the market but.. that was when only DRAM and NAND existed without HBM and NO AI in the horizon.

I think PE expansion is warranted but Mr. Market isn't convinced. It will take at least 3-5 quarter to realize the entire memory industry going through a paradigm shift.

DRAM + NAND = Mix of Consumer + Enterprise = Some flexibility.

HBM has entered the chat = High Performance Enterprise = A lot more flexibility.

CXL DRAM + SOCAMM = More Enterprise = More flexibility.

As you can see we are right now in the Business-to-Business boom. No consumer boom. When consumer market booms, maybe the business market slows down a bit but Micron has more flexibility to move around wafer outputs so that ASP isn't affected as much resulting is a more flatter cycle which could help the market make the decision of "more acceptable PEs" because it has proven that memory market is no longer the same.

@TradexWhisperer Nice to meet you. I'm Japanese and have been keeping an eye on HBM companies such as MU and SK since around 2024.

Recently, I've been sharing information about Kioxia, which has been attracting global attention, and interacting with Japanese investors.

Looking at this cycle


Summary: Bullish MU at fresh ATH on HBM growth, insider buying, and multiple analyst PT upgrades; don't fight the trend.

$MU Fresh New ATH 🔥

Don't fight the monster trend 👇

Jan 16: Micron breaks ground on a massive $100 billion megafab.

Jan 15:
Mark Liu, Micron Board of Directors, buys $8 MILLION worth of shares

Jan 12/13
Lynx Equity ↑ PT $325→$550
KeyBanc ↑ $325→$450
BofA ↑ $300→$400 https://t.co/QQwO1UZpcU

Here's the P/E and P/S Ratio of $MU that enables AI GPUs with super fast High Bandwith Memory Cubes. Their HBM sales grew 50% sequentially and DRAM/NAND prices have bottomed. Micron intends to take at least 27% of the whole HBM market.

Forward P/E ratio: 10.41
Forward P/S ratio https://t.co/TSLBx04ENf


Micron is fully sold for 2026. It can't produce enough wafers and is now selectively saying "no" to would-be buyers. Cut the noise. Stay with the fundamentals.

Summary: Bullish MU: fully sold-out HBM supply for 2026, HBM4 ramping with high yields, demand exceeds capacity — strong fundamental case.

$MU Here's what Micron said about HBM4 during Q1 2026 earnings call:

"Micron’s HBM4, with industry-leading speed over 11 Gbps, is on track to ramp with high yields in the second calendar quarter of 2026, consistent with our customers’ product ramp plans."

“We have completed agreements on price and volume for our entire calendar 2026 HBM supply, including Micron’s industry-leading HBM4.”

"Micron can currently satisfy only about 50–67% of demand from its major customers."

"We are excited about our customized HBM4E customer engagements, which offer further differentiation opportunities to us, and we continue to make excellent progress on our HBM roadmap"

Micron is fully sold for 2026. It can’t produce enough wafers and is now selectively saying “no” to would-be buyers.

Cut the noise. Stay with the fundamentals.


Summary: Bullish PLTR on blowout US commercial revenue growth of +137% Y/Y.

$PLTR Earnings Highlights

US commercial revenue grew +137% Y/Y. Just WOW. https://t.co/YFixTrqiC3

$PLTR Triple Bottom? Earnings Hit Today https://t.co/Me722qqP4j


Summary: Endorses bullish PLTR stance by amplifying Karp's triumphant post-earnings quote alongside a thread on Palantir's monopoly thesis.

🔥 $PLTR Alex Karp Mic Drop

"This is a once in a generation truly anomalous quarter and we're very proud and we're sorry that our haters are disappointed but there are many more quarters to be disappointed, and we're working on that too." https://t.co/uk1WNYuvX0

$PLTR valuation makes ZERO sense

But then why do institutions keep buying it?
What do they know that you don't?

I work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way

Palantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8


Summary: Bullish MU: dual HBM4/HBM4e revenue engine (custom high-margin for NVDA + standard for all others) seen as a strong growth catalyst.

🚨 $MU Micron will provide both Standard & Custom HBM4/HBM4e chips

→ Higher-margin custom HBM4 for Nvidia & others for deep integration and proprietary features
→ Standard HBM4 sold to everyone else

Dual revenue engine firing up 🔥 https://t.co/HY91UIT01M


Summary: Bullish MU to $500+ on HBM platform shift; calls $500 inevitable as DRAM/NAND prices bottom and HBM sales surge.

🔥 $MU $409+

Micron now sits on a new platform called HBM. DRAM is now in the past.

$500 is inevitable. https://t.co/YZxSD8puUm


Summary: Bullish MU: single-digit forward P/E unwarranted when CEO confirms only 50–67% of demand can be met; pullback won't last.

$MU Is the dip you've been waiting for?

In my opinion, It makes little sense to drive the leading AI inference player down to a single-digit forward P/E  while the CEO publicly confirms that Micron can meet only 50–67% of major customer demand right now. Even if it dips more, I doubt this pullback will last.

Of course, I'm not Mr. Market, just a speculator.


Summary: Bullish MU on cheap valuation + HBM/DRAM/NAND tailwinds; bullish PLTR as value accrues to ontology/AI software per Karp's thesis.

If you haven't noticed... $MU $PLTR

"All of the value in the market is going to go to CHIPS and what we call the ONTOLOGY."  -Palantir CEO Alex Karp.

And the market is proving him right, BIG TIME

https://t.co/noBMhJjFDc


All of the value in the market is going to go to CHIPS and what we call the ONTOLOGY. And the market is proving him right, BIG TIME


Summary: Bullish META with $674.6 as next price target following bounce off daily Blue candle signal.

🟦 $META Mind the earnings gap! $674.6 is the next stop. Great bounce since the (D) BLUE candle 💰💴

250+ Daily BLUE Candle Alerts. Free Trial:
https://t.co/ZQDP5HCFyq https://t.co/5nj83lZWRY


Summary: Bullish SanDisk: AI storage demand drives SSD growth over the next few years.

SanDisk spun off from WDC, trades as SNDK on Nasdaq

@bobrandy_kr AI context requires a tons of storage so SSDs are good to go.

@TradexWhisperer What do you think about sandisk and its potential for the next few years?


Summary: Bullish PLTR with $213 price target incoming.

🔥 $PLTR $213 Incoming https://t.co/kNRWKMSq8B


Summary: Bullish PLTR: stock held +0.7% against Burry's short reports — classic 'won't fall on bad news = bottom' signal; Burry's short will fail.

$PLTR Burry flooded X & Substack with short reports all weekend. Result? +0.7%, an actual gain.

Old Wall Street rule: When stock won't fall on bad news, it's often a BOTTOM. Michael Burry is Fucked https://t.co/7zonmMCDxI


Summary: Bullish MU: AI inference boom driving HBM demand, memory sold out through 2026-2027, structural tailwind for Micron.

$MU Using Grok and ChatGPT more lately?

Those extra prompts are straight-up fueling the AI Inference boom and forcing Hyperscalers grab every HBM stack they can, causing memory drought. Sold out in 2026 and potentially 2027 as well.

Structural win for Micron


Summary: Long LITE on daily and weekly bullish signals; optics over copper in East-West AI traffic bottleneck.

$LITE (D) BLUE + (W) BLUE candles = Take Off

Optics >> Copper || East-to-West Traffic Bottleneck

260+ Daily BLUE Candle Alerts. Free Trial:
https://t.co/ZQDP5HCFyq https://t.co/w7mfUek9PW

$GLW East-West AI Traffic Bottleneck

AI data centers need 10x more fiber interconnects than traditional cloud setups to enable server-to-server or intra-data center traffic. It just can't keep pace with GPU advancements.

AI Reasoning and Context is fiber hungry. https://t.co/Q2QUqQjyNp


Summary: Bullish MU; AI HBM Memory cycle should finally command higher PE multiples.

@Alex06425829 Way too many and I've wondered when will Micron ever break out of this stupid cycle (i.e flatten it in a significant way) such that the PE mutiples are a little more respectful. Well, I think we've got it with the AI HBM Memory.

@TradexWhisperer Nice. You’ve witnessed multiple computing paradigms and cycles


Summary: All five optics names bullish on Rubin Ultra NVL576's structural 4–5x increase in optical components per GPU vs prior Hopper/Blackwell generations.

$LITE $GLW $AXTI $AAOI $COHR

Major shift toward optics starting NVIDIA Rubin Ultra:

The NVIDIA Rubin Ultra NVL576 rack will mark a major architectural shift by incorporating optics for scale-up for the first time in an NVLink domain. While copper remains a critical component for short-range connections within the rack, the system uses optics to maintain a massive 576-GPU coherent fabric that physically cannot be contained in a single copper-only domain. (Note: Blackwell -> Vera Rubin -> Rubin Ultra)

The NVIDIA Rubin Ultra NVL576 system is essentially composed of multiple interconnected units:

Still using Copper: Within individual compute canisters or "first-layer" connections, NVIDIA continues to use copper backplanes to save power and increase reliability.

New Optical Scale-Up: For the "second-layer" interconnect that links these units together to form the full 576-GPU domain, NVIDIA is transitioning to Co-Packaged Optics (CPO).

It's a hybrid system. Two different jobs. Two different materials. Both necessary.
Why Optics for Scale-Up?
The primary reason for adding optics is the physical distance and density required for such a large domain (I personally call it a mini-scale-out within a single rack).

Distance Limits: Copper-based NVLink is physically limited to a range of about two meters at high speeds.

Density and Scaling: To connect 576 GPUs as a single logical "super GPU," the signals must travel between multiple racks or large internal sections that exceed the reach of copper.

Now look at this from an investor's perspective: the optics-to-GPU ratio.
Previous Generations (Hopper/Blackwell): Optics were primarily for scale-out (connecting one rack to another). You might have had ~1 to 1.5 optical transceivers for every GPU.

Rubin Ultra NVL576: With 792 engines supporting 144 GPU packages (which hold the 576 dies), the ratio jumps to 5.5 optical engines per GPU package, a structural increase. NVIDIA is essentially consuming 4x to 5x more optical components per compute unit.

$LITE $GLW $AAOI $AXTI $COHR

Confused by Broadcom's CEO comments on Copper vs. Optics? Let me clear it up.

Hock Tan's emphasis on Direct Attach Copper (DAC) as "the way to go" for scale-up isn't a contradiction to the increasing demands for optics products (lasers,


the ratio jumps to 5.5 optical engines per GPU package, a structural increase. NVIDIA is essentially consuming 4x to 5x more optical components per compute unit


Summary: Bullish MU: dismisses oversupply fears as fab expansions are 20+ year projects with gradual ramp that barely keeps pace with AI demand.

$MU bears already screaming “oversupply” just bc Micron announced leading-edge fab expansions Idaho, NY & Singapore

They are officially 20+ year projects, two full decades. Gradual ramp-up at best & barely keeps pace with exploding AI demand.

How old will you be in 20 years? https://t.co/wWUJhGBgYA


Summary: Author endorses LSEG's top-rated bullish outlook on Micron, highlighting perfect 10/10 score double Nvidia's rating.

$MU gets a PERFECT 10/10 outlook rating.

London Stock Exchange Group Research Report awarded Micron the absolute highest outlook score, DOUBLE the Nvidia's rating of 5

Bullish 💰 https://t.co/UWN8gWxK0W

$MU London Stock Exchange Group (LSEG) just dropped a Research Report on Micron.

Micron scored 9, highest among its peers.

The average score combines the quantitative analysis of six factors: Earnings, Fundamental, Relative Valuation, Risk, Price Momentum and Insider Trading. https://t.co/7hSmIX2lSh


Summary: Bullish MU: HBM redefining DRAM as an AI asset amid robust 2025-26 demand and memory shortage driving supply constraints.

$MU "The DRAM crisis could spell the end for some GPU makers"

"Zotac has warned that the ongoing memory shortage threatens the survival of some graphics card manufacturers, highlighting mounting pressure across the PC hardware supply chain."

HBM redefining DRAM into an AI Asset https://t.co/nXUfsa9prJ

$MU Alerts Customers to Price Hikes, Signaling Robust 2025-26 Demand. Here's the letter from EVP of Sales

Valued Channel Partners, Recent market dynamics indicate that the memory and storage markets have started to recover, with growth anticipated through calendar 2025 and 2026. https://t.co/llVwj8NP4p


Summary: Bullish MU: HBM4E seen as the real margin/performance leap with superior bandwidth, stronger adoption, and significantly higher gross margins.

$MU Is this a pattern?

HBM3 → HBM3E = massive margin & performance step-up.

HBM4 = appetizer? Micron's Custom ASIC HBM4E should deliver the real leap, superior bandwidth & efficiency, stronger customer adoption, and significantly higher gross margins. https://t.co/GxtSy8XZZF


$MU Symptoms of a Memory MEGA Cycle: Killing off your own profitable 29-year-old consumer brand (Crucial) to redirect all DRAM and NAND capacity to high-margin AI data centers.

Summary: Long MU: capacity reallocation to high-margin AI data centers signals a memory mega cycle; endorses bargain valuation thesis.