Summary: After each down candle a up candle follows for SNDK and MU; buy the cycle dip.

$SNDK $MU For every PINK candle, BLUE one follows. Trust the cycle. Patience.

Get 270+ charts daily. Try it free:
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structural marker; pre-classified as canonical yfinance ticker


Summary: Bullish IREN; expects further upside after recent ~10% move despite potential short-term pause.

🤪 $IREN Monstrous growth

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

🟦 $IREN Shrugs off JPMorgan Downgrade and rises nearly 10% today and attempts to reattach to the upper Bollinger Band. Bullish!

Nearly 60% gains with the last (D) BLUE candle alone 💰💴

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Summary: Long MU targeting $324; early innings of memory market transformation.

$MU $291.81 All Time High

We're still in the early stages of the memory market transformation.

Understand the fundamentals. That's how you stay with winners such as $MU, $PLTR and $RKLB. https://t.co/RKkCAyS5Qt

---

For now $324.


Summary: Bullish MU as DRAM/NAND price hikes materializing in 2H 2025 per thesis; vindicated thesis implies continued upside.

$MU Recent DRAM & NAND price hikes in one table.

Exactly as predicted in my 2024 thesis: the price-hike waves began in 2H 2025.

"...elevated DRAM contract prices will not come until 2nd half of 2025." 👇 https://t.co/vXSg1EHpjY

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: Long MU: trades at ~12x forward P/E, well below sector median, with analyst PTs of $450–$600 implying significant upside.

$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

$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.


Summary: Calls bottom in Palantir, dismissing alleged hack as fake news spread by shorts.

@ChessWarri42621 @jtsla4 @DMT_Doctor Saw it in my feed. Fake news. Shorts are working tandem to bring down Palantir. Bottom is here.

@TradexWhisperer What have you heard about this alleged Palantir hack??

@jtsla4 @DMT_Doctor


Summary: Endorses MU as a bargain; calls $500 all-time high inevitable on HBM growth and DRAM/NAND price surge.

$MU All Time High 🔥

$500: Inevitable https://t.co/D5IsRTUbzy

$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: ride the HBM/SOCAMM/CXL wave higher before scaling out; top unknown but not yet reached.

@Chartist1 Whatever you said is pretty muh applicable to the entire tech industry though.

I would worry about riding the HBM, Socamm and Cxl wave first. No one knows how crazy high the top will be. We can always scale out on its way down.

@TradexWhisperer They said this about MU in the 1990s.  MU makes a commodity chip.  And when it crashes, and it will, you'll be holding 15-20 years waiting for the next tech wave to get bailed out.


Summary: Long MU to $500+ (possible $1000) on AI demand, rate cuts, and awakening consumer HBM/DRAM cycle.

@GVDInvestor $500 seems inevitable and $1000 is possible. Just think about AI + Rate Cuts + Consumer Demand Upheaval. We are just getting started the first two. The consumer demand is still dormant and when it wakes up, HBM/DRAM revenue is going to be violent.

@TradexWhisperer I believe $500 is the barrier to entry for fair market value on $MU. $580 is my gut feel.

If we base of fwd PE. $1000 is in sights.


Summary: Bullish MU on all-time high close and early innings of AI inference driving HBM/DRAM/NAND demand.

🔥 $MU All Time High Closed and AI inference era is just getting started https://t.co/8SiE7pCZjz


Summary: Bullish SOFI: price climbing with relative strength, will get more bullish when re-attached to upper Bollinger Band.

🟦 $SOFI Slightly detached from the upper Bollinger Band but the climb continues with relative strength. It will get more bullish when price gets re-attached 💪

2025 (W) BLUE candle = +124% Gains 💰
2024 (W) BLUE candle = 154% Gains 💵

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🟦 $SOFI Relative Strentgh. Keeps climbing the upper Bollinger Band. Top is nowhere to be seen 💪

2024 (W) BLUE candle = 155% Gains 💸
2025 (W) BLUE candle = 118% Gains so far

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Summary: Bullish MU on rising memory demand from Apple and tailwind from rate cuts just beginning.

$MU Apple is begging for more memory already. The rate cuts are just getting started, slowly but surely. https://t.co/YWyfpJ70Q4


Summary: Long MU on SOCAMM2/LPDDR5X leadership; efficiency/performance-per-watt is the next decade's arms race.

$MU SOCAMM2 is the next BOOM. Been saying it since last year.

The next decade of chips won't just be about raw performance, it'll be about Performance per Watt. Efficiency is the new arms race.

Micron is the leader in low-power memory. Position accordingly. https://t.co/604sn1grPU

$MU In the race for AI dominance, ultra-efficient low-power DRAM will be the ultimate winner for power-hungry data centers.

Micron pioneered this revolution through a five-year collaboration with $NVDA, developing LPDDR5X-based SOCAMM and the advanced SOCAMM2 modules.

2/3 lower https://t.co/L13gw5QPEC


Summary: Endorses bullish MU thesis on constrained memory supply / panic buying dynamic.

@TradexWhisperer When OLD memory costs MORE than new memory, that's not a market - that's a scramble.

- DDR4 jumping 0.8% to $78.40 (2x the price of DDR5)
- Buyers grabbing ANYTHING they can find

$MU doesn't need perfect demand - just constrained supply. This is what panic buying looks like.


$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: Endorses MU as a bargain on cheap valuation, HBM growth, and surging DRAM/NAND prices; reinforced by Bloomberg Intelligence commentary on AI infra demand far outstripping supply.

$MU Bloomberg Intelligence's Global Head of Technology Research

"It's hard to question why CapEx is going in this domain [AI Infra], because, it should."

"These companies have no choice but to invest in the infrastructure because users are spending more time. Google's token usage have grown 50x. So people are consuming a lot of these products. If the phase continues as this level then you have no choice but add more capacity. That's why the numbers are so big here"

"Right now we are still in that phase where the demand far outstrips the supply ... right now they are in the Blackwell architecture. Their Hopper (previous Gen) chip prices have started to go up because the demand is far outstripping supply"

"But right now it's very hard to question the pace of this build out because there's still that big gap between demand and supply and until that narrows, it's hard to question why capital is going in this domain, because, it should."


Summary: Long MU: DRAM surging harder than NAND, Micron 80% exposed to HBM/DRAM; memory price outlook for 1Q26 sharply upgraded.

$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: Bullish MU citing low valuation, HBM growth, rising DRAM/NAND prices, and Tesla's memory fab ambitions as tailwinds.

$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


$MU's HBM is Micron's equivalent to $PLTR's AIP breakout moment. A fundamental regime shift to AI-critical infrastructure.

Summary: Long MU: HBM launch is a regime-shifting AIP-style moment, boosting DRAM/NAND ecosystem value and pricing power.

$MU's HBM is Micron's equivalent to $PLTR's AIP breakout moment.

When it hit the market, Micron's entire ecosystem & portfolio surged in value, exponentially boosting the utility and pricing power of both DRAM and NAND.

A fundamental regime shift to AI-critical infrastructure. https://t.co/m6EitPhcTp

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


$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... Micron: 11x

AI Inference demands near-infinite context in the decade ahead. We're so early.

Summary: Long MU: trades at 11x forward P/E vs peers, deeply undervalued given AI inference memory demand that is 'so early'.

$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: Holds EWY and MU as a memory oligopoly play.

@Alex06425829 I hold $EWY. This along with $MU. It is my Memory Oligopoly Play.

@TradexWhisperer Do you hold Korean stocks?


This along with $MU. It is my Memory Oligopoly Play.


Summary: Still long EWY despite short-term headwinds from Iran conflict.

@si2020_ Yes but rocky short-term. Iran war is not helping.

@TradexWhisperer Are you still long $EWY? @TradexWhisperer


Summary: Bullish Micron: DRAM structurally aligned to AI/data center, no pressure to cut ASPs.

@MajorOcelot45 Just like you said 'as needed'
Micron has no need to sell DRAM at a lower ASP. All DRAM is now structurectly shifted to Data Center & AI whether that's pricing to the customers, fab output, tape-out, new product introduction.. all structurely aligned to Artificial Intelligence.

@TradexWhisperer They'll still make chiplets for other makers to purchase and make ram as needed.


Summary: Long-term buy call on NVDA, TSM, MU, PLTR, MSFT as the only replacements for human labor via GPU compute, HBM memory, and software.

Think long term with these names

The only to replace human labor and brainpower is GPU (Compute), HBM (Memory) + Software.

$NVDA $TSM $MU $PLTR $MSFT


Summary: Bullish MU; author vouches for permanent transformation via HBM/AI, underscored by cheap valuation vs peers.

$MU Are you mind blown yet? Transformed. Forever. https://t.co/pfti29EQF6

🤯 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


what I am betting is that this 'scarlet letter' fades away with HBMs then it goes BOOM

Summary: Long MU: underappreciated P/E re-rating expected as HBM erases its cyclical stigma.

@dolores_capital lol. yeah. Also $MU is deeply cyclical and the market has put a "scarlet letter" on it (under appreciated pe ratios). So what I am betting is that this "scarlet letter" fades away with HBMs then it goes BOOM (it already has). I can still be wrong so not financial advise.

@TradexWhisperer true true...most usa retail like me can't be bothered to sign up for some account and then buy a number.

$MU is just much more memorable than 0193540844539 etc. pun intended.


My opinion? We are still so early. none of these 'mainstream' institutions has yet fully priced in the structural shift in Micron's memory business fundamentals

Summary: Strongly bullish MU; author believes even top-tier institutions underestimate structural shift from cyclical DRAM to high-margin AI/HBM 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.

JPMorgan Chase & Co.
$220 → $350
Strong emphasis on HBM sold-out status and AI infrastructure tailwinds.

Morgan Stanley
$338 → $350
Massive earnings surprise and sustained margin growth.

Cantor Fitzgerald
$300 → $350
Gross margins to continue rising through 2026 on tight supply.

Susquehanna
$300 → $345
Potential for margins >60%; multi-year AI demand visibility.

Wells Fargo & Co.
$300 → $335
Bullish on operational strength and HBM contracts.

Citi
$300 → $330
Industry dynamics and AI-driven operating leverage.

Bank of America
$250 → $300
Upgraded rating; durable upcycle and multi-year HBM agreements.

KeyBanc/KeyCorp
$215 → $325–$350
HBM momentum and supply constraints persisting into 2027.

---

$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:

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


Summary: Bullish MU and SNDK on TrendForce projecting memory market surge to $842.7B in 2027; 'it keeps going up.'

$MU $SNDK Keyword is "New Peak," it keeps going up

"TrendForce projects the memory market to be worth $551.6 billion in 2026 and to surge to a peak of $842.7 billion in 2027, reflecting a 53% YoY growth ... to a New Peak ..."

Infinite AI Context = Infinite Memory 🔥 https://t.co/9IATDelKaJ

---

"AI Architecture Evolution Set to Drive Memory Market Revenue to a New Peak in 2027, with Annual Growth Exceeding 50%, Says TrendForce"


Summary: Bullish SK Hynix: ~5x forward PE is absurdly cheap; market undervalues the memory industry.

@amitladhani And ridiculously low ~5x forward PE. Market has zero respect for memory industry.

@TradexWhisperer Gray but how much priced already? Hk Hynix is up a ridiculous % already


Summary: Strongly bullish MU: memory is the new oil in AI, Micron leads on low power, cheap valuation with HBM surging.

$MU Micron saves the Market. It's the leader now because Memory is the new Oil in the Artificial Intelligence Revolution.

Low Power is the Key and Micron has it 🔑 https://t.co/u4js6Fzbkd


Summary: Long MU: market pricing imminent demand collapse at 10x Fwd P/E / 0.6 PEG, but AI-era memory demand is structurally growing; expects repricing over coming quarters.

$MU The market is pricing in a disaster that hasn't arrived.

Micron is trading at ~10x Forward P/E with a PEG of 0.6. At these levels, investors are being compensated as if a full-blown chip demand collapse is imminent. It isn't. That gap between fear and fundamentals is where opportunity lives.

And the structural story keeps getting stronger.
We are entering the Era of Inference. Every AI query, every real-time model response, every agentic workflow, none of it runs without memory. You can't build and scale context without memory.

If Micron keeps delivering over the next few quarters, the market will eventually have to reprice the story.

The pessimism is the opportunity.

I've spoken.

$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


Summary: Bullish MU; blue candle climb initiated, calling a juggernaut move higher.

🟦 $MU BLUE Candle Climb Initiated. Juggernaut Incoming 💰💴

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🟦🟩 $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


Summary: Still holds a long position in MU.

@TradexWhisperer Is the investment still valid for MU?


Summary: Commerce Dept clarification on chip-access commitments seen as bullish for US chip names.

Department of Commerce wasted no time pushing back on Bloomberg.

Their reply: This isn't new policy. It's a continuation of agreements already in place, where chip access comes with a price: hard commitments to invest in the U.S.

Sounds bullish to US

$NVDA $TSM $MU

---

https://t.co/KXxw9kB51x


Summary: Buy NVDA, TSM, MU, PLTR as ultra-efficient low-power chips solve the AI power bottleneck that energy alone cannot.

The slowly scaling energy sector alone can't fix the power bottleneck in the AI revolution.

Ultra-efficient, low-power chips will.

Buy the chips.
Own the ontology.

$NVDA $TSM $MU $PLTR


Summary: Bullish TSMC; China invasion fears are imaginary and represent unspent buying power yet to enter the stock.

@windcloud5 Personally I think those are imaginary fears. Then again, this is why I am bullish. A lot of people are yet to buy TSMC because of this fear. It's already called Chinese Taipei for a reason.

@TradexWhisperer I always say if there is no tail risk of China invading Taiwan.  TSM would be my #1 position.  No boom and bust like MU.  It is a Monopoly,  controlled revenue ramp.  TSM and Chill.


Memory is the bedrock of intelligence. Persistent, long-context memory isn't a nice-to-have

Summary: Bullish MU and SNDK as foundational memory plays for AI's scaling memory requirements.

$MU $SNDK Memory is the bedrock of intelligence.

Persistent, long-context memory isn’t a nice-to-have, it’s what separates forgetful chatbots from truly learning, evolving companions.

Memory. Memory. Memory.

AI thesis is dead simple: mimic the human brain

AI Thinking = GPU
AI Knowledge = HBM/DRAM/NAND

Vast context & memory are non-negotiable. Without them, reasoning decays sharply. As LLMs converge, the race is on for massive memory scaling + infinite-context

$MU $SNDK


$MU $SNDK Memory is the bedrock of intelligence.


Summary: Long MU: LPDDR5X SOCAMM leadership cements Micron as the dominant low-power server DRAM supplier for AI data centers.

$MU In the race for AI dominance, ultra-efficient low-power DRAM will be the ultimate winner for power-hungry data centers.

Micron pioneered this revolution through a five-year collaboration with $NVDA, developing LPDDR5X-based SOCAMM and the advanced SOCAMM2 modules.

2/3 lower power vs. equivalent DDR5
1/3 the physical size for denser, more efficient racks
Can cut real-time AI inference time-to-first-token by > 80%

This cements Micron's leadership in low-power server DRAM, delivering massive energy savings, higher capacities, and better performance amid exploding AI demand.


Summary: Buy the dip on MU; data centers need HBM/DRAM/NAND, all surging, with low PE and 50% sequential HBM growth.

🟦 $MU Data centers need HBM, DRAM and NAND. All three. BTFD.

Seven (D) BLUE candles and one (W) BLUE candle = 230% gains delivered 💰💵

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Summary: Bullish DRAM pricing: consumer demand revival via rate cuts will force price hikes as consumers compete with hyperscalers for supply.

DRAM sector basket: Micron, SK Hynix, Samsung

@GVDInvestor When consumer market wakes up again with the steady rate cuts, they have no choice but increase the price again. Consumers will compete with the Hyperscalers for every last of DRAM.

@TradexWhisperer Easy $500 stock. Possibly $1000. Assuming they do not increase the price of HBM. If they do 😂 it will be unreal


Summary: AMAT is bullish.

industry='Semiconductor Equipment & Materials'

@TradexWhisperer This is where players like $AMAT do so well. I’m super long on $MU though


Summary: MU repricing to $500 is inevitable in the near term following earnings guide-up.

@MusashiCapital $500 is inevitable in near term.

@TradexWhisperer $MU earnings. Obviously they guide up huge. How far does the repricing go? $500-$600 seems possible.


Summary: Bullish Micron as the leading play on AI-driven memory demand.

@CryptoUKong Indeed. Micron is the new leader. Memory is the new AI Oil.


Summary: Bullish MU: acute HBM shortage (only 30% of 2026 supply for non-DC) plus $1.8B Taiwan fab acquisition seen as major upside catalyst.

$MU Only 30% of memory chips made in 2026 will be available for non-data center market.

Brutal but BULLISH for Micron. Let me remind you that they just bought $1.8B Taiwan Fab for extra revenue & profit.

Epic move by Sanjay 😎 https://t.co/PfgRfnmMvk

$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


$MU The Chip Invasion Master Plan... Micron, Samsung and Hynix join the ranks

Summary: Bullish MU (and TSMC, Samsung, Hynix) as AI chip demand rewrites top-10 rankings over 4-8 years; endorses MU's HBM/DRAM/NAND thesis.

$MU The Chip Invasion Master Plan

In 4-8 years, the top 10 will be rewritten:
→TSMC rises to #2
→Micron, Samsung and Hynix join the ranks

AI runs on Chips, not on vision statements.
The Invasion isn't coming. It's already here. https://t.co/SR1ba4vYWd


Summary: Bullish TMDX on Blue/Pink cycle signal with 50 SMA and volume node confluence pointing to a breakout.

🟦 $TMDX Blue Pink Cycle is Here Again. That's huge BLUE candle.

50 SMA + Volume Node Confluence = Take Off 💰💶

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🟦 $TMDX (D) BLUE Candle -> Middle Bollinger Band Cross. Looking Bullish Again. Breakout Incoming?

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Summary: Long MU: structural shift from cyclical consumer DRAM to durable Data Center/AI DRAM supports continued upside into 2026.

$MU 2025 Return: +226.8%

2026 Return: TBD but what's for sure is that Micron is ditching highly volatile and cyclical consumer DRAM and re-orienting itself to a more structural Data Center/AI DRAM. https://t.co/add4XWYiZq


Summary: Bullish MU: positioned across entire AI memory stack from HBM to networked storage, solving AI inference bottleneck.

$MU The AI Memory Pyramid. Micron has it ALL.

Near Memory: High Bandwidth Memory (HBM)
Main Memory: High-capacity DRAM and low-power DRAM
Expansion Memory: Compute Express Link DRAM Local SSD: High performance NVMe SSDs
Networked Data Lakes: SSDs designed for datalakes https://t.co/0fsbAeYi4A

❄ $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


Summary: Shares 9-institution PT upgrade sweep on SNDK; calls it bullish for MU's NAND business.

$SNDK Price Targets Revisions From 9 Institutions. Bullish for $MU NAND Business 🔥

Bernstein SocGen Group: Raised price target to $1,000 from $580, maintaining Outperform.

Cantor Fitzgerald: Raised to $800 from $550, maintaining Overweight.

Wedbush: Raised to $740 from $600, maintaining Outperform.

Raymond James: Upgraded to Outperform (from Market Perform) with new $725 target (described as one of the most delayed upgrades due to prior conservatism).

Mizuho: Raised to $710 from $600, citing AI-related demand.

Jefferies: Raised to $700 from $600 (or set new at $700), on NAND pricing increases.

Goldman Sachs: Raised to $700 from lower (e.g., $320 in some prior contexts), highlighting results/guidance beats.

Citi: Raised to $750 from $490, on better product mix and data center momentum.

Morgan Stanley: Raised to $690 from $483, noting the strongest memory upcycle in 30 years.

🟦 $SNDK Bulls have indeed built an unreal momentum on these BLUE candles.

Thanks to Sanjay Mehrotra's contributions, the United States stands firm in the global memory industry as leaders. https://t.co/yYOvdrZU43


Summary: Long RDDT on blue candle + Golden Fib breakout, PT $265.

industry='Internet Content & Information'

🟦 $RDDT BLUE candle + Golden Fib breakout. PT $265 incoming 💰🔥

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


Summary: Bullish PLTR: 2026 revenue seen nearly doubling to $7.2B with FCF matching full-year 2025 revenue.

$PLTR 2026 Wild Outlook.

2025 Revenue: $4.475 Billion
2026 Revenue: $7.198 Billion
2026 Adj. Free Cash Flow: $4.125

2026 Adj. FCF ≈ full 2025 revenue. Insane. https://t.co/dQUqntt4vy

$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: Strongly bullish MU on low forward multiples, 50% sequential HBM growth, and 27% HBM market share target.

🔥 $MU Juggernaut Incoming. Get out of the way, bears. https://t.co/gOSrBF46dy


Summary: Bullish MU: memory semis are key driver of $1T semiconductor market in 2026, backed by HBM growth and DRAM/NAND price surge.

$MU 🔥

In 2026, the total semiconductor market is projected to approach the $1 trillion mark, with memory semiconductors emerging as a key driver in terms of both demand and profitability.

The global semiconductor industry is entering a transitional period as market structures and value chains realign to accommodate AI infrastructure expansion.


Summary: Author's top pick is Micron among memory/storage peers; bullish conviction.

@jpgola I am sure they will benefit but I like Micron the most.

@TradexWhisperer What is your take on $WDC and $STX ?  They are running hand in hand with $MU and $SNDK.


Summary: Bullish MU next quarter on HBM + DRAM + NAND all contributing; SNDK blowout seen as a read-through.

$SNDK just destroyed earnings expectations

 EPS: $6.20 vs $3.12 estimate → ~99% beat

Revenue: $3.03B vs $2.60B estimate → big beat

Remember: $MU did $2.7B in NAND revenue last quarter alone.

Micron is about to fire on all cylinders next quarter (HBM + DRAM + NAND). https://t.co/xcv7PEweSO

$SNDK London Stock Exchange Data Analytics Group just dropped their research on Sandisk. https://t.co/x3eb6Z671G


Summary: All-in long TSMC as the universal winner regardless of which AI/chip player dominates.

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: Bullish MU: GPU/ASIC HBM demand + data center DRAM/NAND demand drives the stock to the moon.

$MU 🔥

GPUs and ASICs need HBMs
Data Center servers need DRAM and NAND

Micron is going to the 🌙 https://t.co/oetjdt3fox


Summary: Prefers Micron over SNDK on HBM/DRAM exposure and significant expansion.

@bigpoppad66 SNDK doesn't have HBM/DRAM exposure so I prefer MU. Also Micron is expanding significantly.

@TradexWhisperer Which one u think is the best pick.   SNDK or MU


Summary: Author argues the short report is actually bullish for NAND makers (SNDK, MU); module makers feel pressure, not NAND producers.

@pumacapital_ @Sammy_CT Totally misleading article. Module makers are feeling the pressure, not NAND makers. That article is a bullish report for NAND makers. NAND is not a module.

@TradexWhisperer @Sammy_CT The short report on $SNDK was out earlier today, I think both $MU and $SNDK dipped last hour because of this:


Summary: Bullish MU: despite $426 price target, forward PE remains cheap at 12x.

$MU $426 overnight but forward PE is still 12.

Wild 🤯 https://t.co/JPkOH46KMQ


Summary: Bullish MU and Korean equities ETF on widening demand-supply imbalance in semiconductors driven by robotics buildout.

$MU $EWY Operating at full capacity. Yet the demand far outstrips the supply and the imbalance is getting larger every day.

“In 10 years, we will have one robot per person, and these robots will require a huge amount of semiconductors” -Donga News https://t.co/mBVT4Wgi07

$MU Ignore the FUD. Fundamentals Only.

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$MU $EWY Operating at full capacity. Yet the demand far outstrips the supply and the imbalance is getting larger every day.


AI Knowledge = HBM/DRAM/NAND... the race is on for massive memory scaling + infinite-context

Summary: Long MU and SNDK on AI memory demand thesis: HBM/DRAM/NAND critical for LLM scaling as context/memory requirements grow.

AI thesis is dead simple: mimic the human brain

AI Thinking = GPU
AI Knowledge = HBM/DRAM/NAND

Vast context & memory are non-negotiable. Without them, reasoning decays sharply. As LLMs converge, the race is on for massive memory scaling + infinite-context

$MU $SNDK

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: Shares/endorses HSBC raising MU PT to $500 from $350 on DRAM price rally.

$MU Micron Technology stock price target raised to $500 from $350 at HSBC 🔥

The firm cited the rapid rally in DRAM prices as a key factor behind Micron’s 92% share price increase over the past three months, compared to the NASDAQ’s 1% gain during the same period https://t.co/X7JVqBNPiA

$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: Long TSMC: Q1 guided to ATH revenue despite seasonal weakness, AI onset could extend cycle into a multi-decade boom.

$TSM Quarterly Revenue. Last 10 years.

Q1 is historically the weakest quarter (revenue dip), yet they guided to all-time high revenue. Last occurrence sparked a multi-year boom.

With the onset of AI, this could turn into multi-decade boom, boom and BOOM! https://t.co/y6jJH78XLn

$TSM feels safer than an index fund right now. It's now my 2nd biggest position after $MU

AI is eating everything and TSMC is the kitchen where all the AI chips are cooked, Nvidia, AMD, Broadcom, hyperscalers

One stock = One broad exposure to the biggest trend of our lifetime


The month-to-month noise doesn't matter. Zoom out: 2023: NT$2.16T 2024: NT$2.89T (+34% YoY) 2025: NT$3.81T (+32% YoY) 2026 YTD: On track

Summary: Bullish TSM: sustained 30%+ YoY revenue growth trajectory through 2026, accelerating fab buildout confirms durable uptrend.

$TSM Monthly Revenue: 2023 - 2026

The month-to-month noise doesn't matter. Zoom out:

📈 2023: NT$2.16T
📈 2024: NT$2.89T  (+34% YoY)
📈 2025: NT$3.81T  (+32% YoY)
📈 2026 YTD: On track https://t.co/ZHHFmPvh5p

$TSM $NVDA $MU "TSMC accelerates fab construction with up to 10 facilities targeted for 2026" (Liberty Times Supply Chain sources)

AI Party Just Started https://t.co/B3hNRhUYNU


Summary: Bullish MU on HBM AI memory as a paradigm shift, supported by 50% sequential HBM growth and low forward multiples.

$MU HBM AI Memory = Paradigm Shift https://t.co/j9R6KigjWw

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


Summary: Bullish MU near-term on smallest share base among memory trio plus US government backing driving share gains.

@Jason73821 Current shortage is out of proportion. All memory companies will do well. I think Micron has more chance to expand its market share as it currently holds the smallest share among 3 and has the back of the US government.

@TradexWhisperer how do you see $Samsung stocks performing compared to $MU, in near term? Samsung does have larger capacity and a foundry upside, doesn't it?


Summary: Bullish RKLB after 50% Fib bounce; eyes $100 target.

🟦 $RKLB Bounced off the 50% Fib in perfect sync with the BLUE candle. $100 incoming?

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Phillip Securities initiates Buy on $MU with $500 PT. Micron stands to gain BIG

Summary: Shares Phillip Securities Buy initiation on MU, PT $500, on HBM demand and SK Hynix share gains; author endorses bullish thesis.

$MU Phillip Securities initiates Buy on $MU with $500 PT.

"...high bandwidth memory products are in high demand. It believes Micron can chip away at SK Hynix’s market share when its HBM4 ramps beyond Q2."

Micron stands to gain BIG https://t.co/Y0ZOEwiXKU


Summary: Shares multiple bullish MU PT raises (to $400–$550) from Lynx, KeyBanc, and BofA on memory upcycle, HBM/DC ramp, and strong demand backdrop.

$MU Fresh New Price Targets, Last 2 Days

Lynx Equity: $325 → $550
KeyBanc: $325 → $450
Bank of America: $300 → $400

Bank of America: Continued DRAM spot price increases; disciplined Samsung capex in CY26; favorable supply backdrop; earnings expansion from upcycle + HBM/DC ramp; valued at high-end historical P/B multiple

Lynx Equity: Gross margin gains; early-stage AI inference/infrastructure growth driving extraordinary demand; heavy investment needs among memory suppliers; shift to sustainable earnings power valuation over spot prices.

KeyBanc: Stronger-for-longer memory cycle; limited new capacity additions before 2027; hyperscaler demand disrupting supply/pricing; estimates well above consensus.

$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 https://t.co/0Ib82H4m7K


Micron is now the 24th largest company in the US... Yet it trades at one of the lowest forward P/Es... HBM is relatively a new tech that only started accelerating profits in 2025. We are still very early

Summary: Long MU: deeply undervalued at 9x forward P/E vs peers, HBM profit acceleration still early innings.

$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

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: Long AVGO on $100B+ AI chip revenue by 2027; long TSM and MU as direct beneficiaries building and supplying memory.

$AVGO has "line of sight to achieve AI revenue from chips, just chips, in excess of $100 billion in 2027."

$TSM gets paid to build them.
$MU gets paid to remember them. https://t.co/hedtueUeXM


Summary: Mocking Burry's short on PLTR; implied bullish stance against the bears.

$PLTR Michael Burry is Fucked

So are all his 🐻 followers https://t.co/LoVToWoowY


Summary: Endorses bullish MU view; price target hikes incoming.

@TechEquityEng Indeed. PT hikes are coming in like there is no tomorrow.

@TradexWhisperer Bargain of the century indeed. $MU might double faster than we think.


Summary: Holds PLTR and MU as biggest positions, bullish on chips and ontology theme.

Your money should be in both Chips and Ontology

That's why my biggest positions are $PLTR and $MU


$MU Micron is now the 19th largest company in the US, bigger than $PLTR Yet it trades at one of the lowest forward P/Es... Memory sits at the very heart of AI growth and we're still very early in this revolution.

Summary: Long MU: deeply undervalued at 9.6x forward P/E vs peers; memory central to AI growth with early innings tailwind.

$MU Micron is now the 19th largest company in the US, bigger than $PLTR

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

Palantir: 170x
Costco: 46x
AMD: 34x
Micron: 9.6x

Memory sits at the very heart of AI growth and we're still very early in this revolution. https://t.co/8GYmo9Pw9v


Summary: Bullish Micron to $1T market cap on permanent structural shift, not a cyclical shortage.

@ChessWarri42621 @_van_ai_learn_ Micron is definitely a $1T company. This isn't shortage. This is a permanent and structural shift.

@_van_ai_learn_ @TradexWhisperer $900 in a year.


Summary: Author is bullish on TSM, echoing parent's view that it is a core long position.

@QualCompounders Bigger than I thought as well. I am bullish.

@TradexWhisperer Exactly how I feel $TSM is my largest position. I can’t bring myself to trim it. They just have such a defensive MOAT.


Summary: Author endorses MU as a bargain at $178.08, citing low PE/PS ratios and surging HBM/DRAM/NAND fundamentals.


The next AI train is coming, and it's going to absolutely wreck every single bear.

Summary: Bullish on all listed AI-exposed names; dismisses rate concerns and bears, expects AI-driven exponential upside.

AI doesn’t give a fuck about rate cuts or some retard’s short position.

It’s the only invention that builds better versions of itself, exponentially forever.

The next AI train is coming, and it’s going to absolutely wreck every single bear.

$PLTR $TSM $MU $MSFT $GOOGL $TSLA $IREN $NVDA


Summary: Holds RKLB long-term (~300% gains, no shares sold); implied long PLTR similarly held; focused on MU and HBM chips.

Just like $PLTR, I have not forgotten about $RKLB. I haven't sold a single share in my long term account. The position stands at ~300% gains.

I've been focused on $MU and HBM chips.

Own Ontology. Buy Chips. Dominate Space. https://t.co/sMANT3lZsU

It's 2025 and NEUTRON is coming

Single Neutron launch: $55M
Last quarter revenue: $106M

$RKLB forecasts that Neutron will be capable of launching 98% of all payloads through 2029. Two dedicated Neutron launches are already booked for 2026 & 2027.

Neutron is reusable rocket https://t.co/9kypR65W3S


Just like $PLTR, I have not forgotten about $RKLB


$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: labeled 'Bargain of the Century' on low valuations, 50% sequential HBM growth, surging DRAM/NAND prices, and supply-constrained multi-year demand.

$MU Micron anticipates it will only be able to meet half to two-thirds of demand from its key customers, even with expansions.

Micron’s customers are concerned about long-term access to memory with customers lining up for multi-year contracts in order to secure supply.

-Micron CEO Sanjay Mehrotra


Summary: Long MU to $500 ATH breakout; endorses bargain valuation + HBM/DRAM/NAND tailwinds thesis.

$MU is Breakthrough Investing

$408.3+ All Time High

$500 Incoming https://t.co/wyZePxQzjp


Summary: Bullish on all memory makers as AI-driven winners.

Global memory semiconductor basket: MU, Hynix, Samsung, Kioxia

@Jim80478788 That's their fear-inducing punchline, very artificial. I'm laughing at it.  Samsung and SanDisk have been competing on a level field for years and years. In the AI context, all memory makers will be winners https://t.co/CV7hZayJU0

@TradexWhisperer What they say Anthropic are to make NAND ?


Summary: Holds LITE and GLW in smaller positions with a positive view on both.

@BrianOswal32718 I have $LITE and $GLW in smaller positions. I like them.

@TradexWhisperer Any thoughts on Lumentum or is that not in your wheelhouse per se?


Summary: Bullish MU: bargain valuation with momentum continuing to climb upper Bollinger Band.

🟦 $MU Bargain of the Century Keeps Climbing the Upper BB. Huge gains since the (W) BLUE candle 💰💵

250+ Weekly Smart Candle Alerts. Free Trial:
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Summary: Bullish MU: hyperscalers and NVIDIA won't single-source HBM, ensuring Micron keeps a share despite SK Hynix media dominance.

@ChessWarri42621 @MajorOcelot45 The more the Korean media shouts "SK Hynix will take all the market" or "SK Hynix is way ahead" the more bullish I am on $MU

There is no way on earth that Hyperscalers or NVIDIA will single source their key AI enabler, HBM. It's too risky.

@MajorOcelot45 @TradexWhisperer Yep, and if there is EVER a surplus of HBM, which I doubt, that will be IMMEDIATELY snapped up because everyone will remember being told in 2026, "Sorry, we are sold out, come back in mid-2027, we might have some supply then, maybe."


$MU Bargain of the Century... Don't fight the trend. Ride it.

Summary: Long MU, EWY, TSM on expanding global semis TAM ($975B in 2026, $1T+ in 2027); ride the trend.

$MU $EWY $TSM Global Semiconductor Playground Is Getting Bigger and BIGGER.

2026 TAM: $975 Billion
2027 TAM: Likely over $1 Trillion.

Don’t fight the trend. Ride it. https://t.co/fgrzqDIMb8


$MU $EWY $TSM Global Semiconductor Playground Is Getting Bigger and BIGGER. Don't fight the trend. Ride it.


$MU just became dirt-cheap: Forward PE of 9-10 while powering the AI revolution with HBM (sold out through 2026). Raised the EPS guidance almost by 2x. Wow.

Summary: Bullish MU: dirt-cheap at fwd PE 9-10, HBM sold out through 2026, Q2 guidance blowout with EPS nearly 2x estimates.

$MU just became dirt-cheap: Forward PE of 9-10 while powering the AI revolution with HBM (sold out through 2026).

Q2 Guidance:
Sales $18.7B vs Est. $14.2B
EPS $8.42 vs Est. $4.49

Raised the EPS guidance almost by 2x. Wow.


Summary: Bullish MU on HBM ramp and DRAM/NAND price surge; cites Karp/Jensen quotes to underscore chips and NVDA as AI beneficiaries.

🔥 $MU Flying and we are just getting started

"All the value in the market will go to Chips and Ontology” -Alex Karp $PLTR

"Without HBM memory, there is no AI supercomputer" -Jensen $NVDA https://t.co/Dpj4fJ2UO2


All the value in the market will go to Chips and Ontology


Without HBM memory, there is no AI supercomputer


Summary: Added to MU position today; ongoing long.

@TradexWhisperer Memory run is amazing. Are you still buying at these prices?


$MU Bargain of the Century ... It gives DRAM Pricing Super Powers

Summary: Bullish MU: HBM as a paradigm-shifting pricing superpower makes it a bargain at 15.5x PE on surging DRAM/NAND prices and 50% sequential HBM growth.

$MU Wanna know why HBM is a DRAM paradigm shifter?

The industry figured out how to make DRAM far more valuable via HBM

HBM is NOT DRAM. It's a high-performance system: 3D-stacked DRAM dies, TSV tech + custom ASIC chip for massive bandwidth

It gives DRAM Pricing Super Powers https://t.co/BqZ8uTkP72


Summary: Bullish MU: HBM/SOCAMM/CXL portfolio + sustained AI demand could flatten memory cycles over next 5-10 years.

Hi fellow engineer! That's the elephant in the room.

I am betting my money that the introduction of HBM, SOCAMM and CXL products will help the industry more agile in terms allocating wafer outputs/resources. No business will ever escape the cyclical nature but we can flatten it where possible:

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.

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

HBM + CXL DRAM + SOCAMM = AI HPC + Regular Enterprise = More flexibility.

Sustained demands from AI (slow fab builds) + broader portfolio such as above could help the memory industry endure future down cycles (there could none in the next 5 years or 10 years) by allocating the wafers more efficiently, more options.

@TradexWhisperer Warm greetings from a fellow semi engineer. How  could $MU avoid th age old cycle of capacity expansion-over supply-ASP collapsing? After all memory and NAND are near commodity with strong peer of Samsung and Hynix.


Market is having hard time grasping the transformation Micron is going through which also warrants a transformations in their forward PE. Their business fundamentals aren't the same anymore. HBM dram stacks have changed the memory market dynamics forever. HBM feasts on DRAM. Short supply next 5 years.

Summary: Bullish MU: market underestimates HBM-driven business transformation, warranting PE re-rating; HBM supply constraints to persist 5 years.

$MU Despite the stock near ATH’s, it still has a Forward P/E of just 6.50!?!?

Excuse me?

Look I just chart, I’m not that smart when it comes to Fundamental Analysis (clearly), but can someone tell me how Micron is not still undervalued. Especially given all its peers are at 10+


Summary: Bullish MU: author endorses DRAM supercycle thesis — HBM demand spreading to server DRAM signals a structural valuation shift and new era.

$MU  “As demand initially concentrated on HBM and spreads to server DRAM, an unprecedented supercycle is unfolding.” -Industry Expert

Translation:

DRAM valuation is structurally shifting. The industry has cracked the code: HBM turns ordinary DRAM into AI GOLD. New era begins. https://t.co/lwCztMa7kz


Summary: Bullish CIFR: re-attached to upper Bollinger Band with climb imminent on multiple blue candle signals.

🩵 $CIFR Unstoppable. It re-attached to the upper Bollinger Band again. Climb imminent.

Multiple BLUE candle signals, multiple opportunities for profit 💰💶

250+ Daily BLUE Candle Alerts. Free Trial:
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🟦 $CIFR Another name with relative strength on par with $IREN & $CLS

Every single (D) BLUE candle has led to a upper Bollinger Band Climb and formidable gains 💰

240+ Daily BLUE Candle Alerts. Free Trial:
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Summary: Bullish MU: shift to short-term contracts with post-settlement clauses lets memory suppliers capture upside from rising DRAM/HBM/NAND prices.

$MU Memory makers are ditching long-term fixed-price contracts with North American Big Tech in favor of short-term deals + post-settlement clauses.

This lets suppliers adjust prices after delivery based on market rates, capturing upside if dram, hbm & nand prices keep surging. https://t.co/uSjXd0iRvT

$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


Summary: Long MU: trading at 11x forward P/E vs peers at 25-37x; market hasn't priced in its AI/HBM leadership.

$MU Forward P/E Comparison to Peers

AMD: 37x
AVGO: 32x
WesternDigital: 30x
Seagate: 29x
NVIDIA: 26x
TSM: 25x
Micron: 11x

Micron is a key leader enabling AI Training and Inference and now sits on a renewed platform, HBM.

The market is yet to realize this.


Summary: Bullish Corning as a fiber optics play on 10x demand from AI infrastructure buildouts.

@Alex06425829 Pure Fiber Optics. 10x Demand for AI Buildouts

@TradexWhisperer What's the narrative of Corning?


The real money is in the parts they both can't live without: $TSM foundry and $MU HBM

Summary: Long TSM and MU as indispensable suppliers to both GOOGL TPU and NVDA GPU ecosystems.

Claiming $GOOGL's TPUs will outright replace $NVDA's GPUs is like saying a Toyota Prius will swap out a Tesla Model S Plaid or Lamborghini Aventador in the supercar garage. 🤦♂

The real money is in the parts they both can’t live without: $TSM foundry and $MU HBM


Summary: MU to $500 from $415 is inevitable; strongly bullish.

$MU $415.
$500: Inevitable.
Don't be a victim of fear. https://t.co/H37eJfJfXx

Don't be a victim of fear. It destroys your mental clarity and devastates your portfolio.

When fear creeps in, grab a pen and paper. Write down every anxious thought, then challenge each one:

"'Is this actually true?"

Do your homework, seek the facts, and reclaim your


Summary: Long TSM as 2nd-biggest position, bullish on $2T market cap as AI chip foundry for entire industry; also holds MU as largest position.

$TSM feels safer than an index fund right now. It's now my 2nd biggest position after $MU

AI is eating everything and TSMC is the kitchen where all the AI chips are cooked, Nvidia, AMD, Broadcom, hyperscalers

One stock = One broad exposure to the biggest trend of our lifetime

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

$2 Trillion Market Cap: Inevitable


It's now my 2nd biggest position after $MU


Summary: Author re-endorses MU as 'Bargain of the Century' at all-time high, adopting bullish thesis on low PE/PS + HBM/DRAM/NAND tailwinds.

$MU All Time High

"Bargain of the Century" https://t.co/FUIMGRUlYl


Summary: Endorses MU as a long; memory/context is the new gold, implying strong upside ahead.

@GVDInvestor It's coming. Memory/Context is the new gold.

@TradexWhisperer Amazing. $MU is a $1000 stock at this point


Summary: Bullish SK Hynix, Samsung, and Micron entering top-10 market cap globally over next 5-10 years.

@studios Yes, I believe SK Hynix, Samsung and Micron will be entering Top 10 MC ranking in the next 5-10 years. Not financial advice.

Page 31
https://t.co/ThzalRVf1l

@TradexWhisperer I  wanted to say thank you for your support over the year, and coverage of MU!
Two questions:
- your recommended reads (books/breakdown articles) about memory
- Do you think that the estimates that Samsung/SK Hynix will enter into the top 10 co' by market cap are accurate.
10x


Summary: Bullish MU: HBM4 demand not dependent on NVIDIA; Micron has bookings from other customers through 2026 Q4.

@Bullbear_Chart In short: The modulator of Q2 guidance is DDR and NAND prices, not whether Nvida makes HBM4 orders or not.

Micron can sell HBM4 to all others. Bookings for 2026 Q4.

@TradexWhisperer Your insights on $MU's "pragmatic realism" have been a beacon of clarity amidst the noise.

Regarding your point that "Q2 guidance already prices in zero NVDA HBM4 orders"—is this deduction based on the revenue baseline solely reflecting the known HBM3E/DDR5 ramp, excluding any


Summary: Value rotating into chips (MU, SNDK, TSM) away from broader tech/Nasdaq.

All the value is going to the chips, not the broader 'technology' Nasdaq.

Listen to the market 👇 $MU $SNDK $TSM https://t.co/1yV5GxU3QN


Summary: Bullish MU to $1T market cap on China H200 import approval driving HBM3E demand for Micron.

🔥 $MU "China gives green light to importing first batch of Nvidia's H200 AI chips, sources say"

H200 GPU uses HBM3E memory from SK Hynix and Micron Technology.

$1 Trillion Market Cap Is Inevitable https://t.co/qJcKfkp1zV


Summary: Long MU: Trump's remaining term + 3 US fab commitments make Micron a safe American-made play amid global tensions.

@TechEquityEng Yes Trump's got 3 more years and Micron agreed to 2 fabs in Idaho and 1 in NY. Micron is safe.

@TradexWhisperer Agreed. I’ve been bullish on $MU as a strong USA play as well since we are going to have global tensions like this. There’s been a focus to be and use “American made” products, so Micron will benefit from this.


Summary: Bullish MU: broad HBM customer base across hyperscalers and chip giants signals a pricing-power inflection akin to NVIDIA's breakout moment.

$MU Micron now holds major HBM contracts with a broader customer base than 2025: NVIDIA, AMD, Intel, Google, Amazon, Meta and Microsoft.

Micron's pivotal 'NVIDIA moment' has arrived with a massive pricing leverage. https://t.co/axSj329SBI


Summary: Decisively bullish PLTR; claims it will dominate the entire market and all else is a distraction.

$PLTR Good Morning, Afternoon and Evening!

Palantir will take the WHOLE market. Everything else is just a distraction. https://t.co/Gnq85JWotN


Micron sees record earnings, accelerates Boise construction: "We are more than sold out" "AI-driven demand is here, and it is accelerating"

Summary: Shares bullish Micron news of record earnings, sold-out capacity, and accelerating AI demand as an endorsement of the bull case.

🔥 $MI Micron sees record earnings, accelerates Boise construction: "We are more than sold out"

“AI-driven demand is here, and it is accelerating,”
-Micron CEO Sanjay Mehrotra https://t.co/ctcqTAJ7PH


Summary: Bullish RDDT: authentic human content becomes most valuable data in an AI-flooded content landscape.

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


Summary: Bullish TSM as an enabler of Co-Packaged Optics via COUPE platform within AI infrastructure build-out.

I like Optics and Si Photonics. It won't be as massive as memory or in close proximity to the GPU itself but it has a place in the AI build-out, between servers. It's not a brand new product per se like HBM but AI infra needs them more. $TSM is enabling CoPackagedOptics CPO with their COUPE platform. I like it. too.

@TradexWhisperer Amazing call on $MU from you. This is literally how I feel about the photonic stocks right now


Summary: MU at 14x forward PE is undervalued vs COST at 44x; HBM sold out through 2026 makes MU the obvious buy.

$COST Forward PE is 44
$MU Forward PE is 14

One sells rotisserie chickens and hotdogs.
The other makes the HBM that powers every AI model on Earth and it's sold out for 2026.


Even with significantly higher prices, the atmosphere is 'buy as much as possible before prices rise further.'

Summary: Bullish MU: industry source signals insatiable demand for HBM even at higher prices, implying pricing power and continued revenue growth.

$MU A source from the semiconductor industry stated:

“Even with significantly higher prices, the atmosphere is ‘buy as much as possible before prices rise further.’”

Crazy https://t.co/6qOJrTaCZY

🤯 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: Bullish MU on blue candle signals and green weekly smart candles; implies patient holders will be rewarded.

🟦 $MU BLUE Candle + Patience = Gains 💰💴

Weekly smart candles are still GREEN.

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Summary: Bullish RDDT at ATH; expects further Bollinger Band expansion after Cup & Handle setup.

🟦 $RDDT ATH Close at $263.64 and there is room for further Bollinger Band expansion.

+24% gains so far since the (D) BLUE candle two weeks ago 💰💵

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🟦 $RDDT Cup & Handle. Rejected by the (W) upper Bollinger Bans but good chance that it will act as a magnet

2025 (W) BLUE Candle = +144% Profit 💵
2024 (W) BLUE Candle = 255% Gains 💰

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Summary: Bullish MU; tells bears to step aside as the stock keeps running.

@EnergyLab101 Get out of the way bears. https://t.co/ArylZmBDcc

@TradexWhisperer The $MU train just keeps chugging along


Summary: Bullish on SNDK and MU as OpenClaw mass adoption drives LPDDR demand to the moon.

@101010_jv OpenClaw for 8Billion people on earth. Omg. LPDDR will launch to Moon. https://t.co/ybdhrb1LuW

@TradexWhisperer What effect will it have on SNDK and MU if OpenClaw and similar become more mainstream?


Summary: Bullish MU: HBM4 sold out for 2026 regardless of NVIDIA spec changes; NVDA relaxing specs keeps supply viable, broadly bullish.

$MU $NVDA "NVIDIA May Relax HBM4 Specs"

"Rather than hold out for 11.7Gbps HBM4 only, NVIDIA may source lower-tier 10.6Gbps variants in parallel to keep supply viable across all three memory vendors."

"Should NVIDIA hold firmly to the 11.7Gbps specification, the availability of sufficient HBM4 volumes for Rubin’s mass production could become constrained."

"NVIDIA is broadly expected to moderate its HBM4 performance criteria in order to ensure supply stability."

Whatever happens, happens and it doesn't change the fact that HBM4 is sold out for 2026. 🤷♂

$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 https://t.co/UaVGsnkfU6


NVIDIA may source lower-tier 10.6Gbps variants in parallel to keep supply viable across all three memory vendors


Summary: Bullish chips (MU, TSM, EWY, NVDA) over software; value rotating into silicon as AI race runs on hardware.

US semiconductor sector proxied by SMH ETF

Software and Semis are heading in opposite directions. The market has spoken → Value flows to the Chips.

The world is racing to mimic human intelligence with silicon, not code. Code was just the language we used to speak to the chips. It always was.

$MU $TSM $EWY $NVDA 🔥 https://t.co/b3uBceyMnt


This is bullish for Micron. Edge or personal devices with AI capabilities may ignite a fire in the consumers market. Current Micron stock price hasn't priced in any consumer-end AI devices.

Summary: Long MU: consumer-end AI device demand not yet priced in; edge AI ignition is a tailwind for Micron.

@traderwhale69 This is bullish for Micron. Edge or personal devices with AI capabilities may ignite a fire in the consumers market. Sanjay himself have been saying this for years. Current Micron stock price hasn't priced in any consumer-end AI devices.

@TradexWhisperer What are your thoughts on this take… would this hurt $MU

“Apple will win the AI war in June 2026 without investing a single penny into AI

The war won without a sword

They will release the M5 Ultra with 1TB of memory

It will be able to run super intelligence more powerful


What does $600B in CapEx tell you? That humanity's appetite for intelligence has no ceiling. Infinite Intelligence, Infinite Context, Infinite Memory. We're just getting started.

Summary: Bullish MU and SNDK on insatiable AI-driven demand for memory; $600B CapEx cycle just beginning.

$MU $SNDK What does $600B in CapEx tell you? That humanity's appetite for intelligence has no ceiling.

Infinite Intelligence, Infinite Context, Infinite Memory

We're just getting started. https://t.co/uufqVEwP3M


$MU $SNDK What does $600B in CapEx tell you? That humanity's appetite for intelligence has no ceiling. We're just getting started.


Summary: Bullish MU on a fundamental paradigm shift; no specific price target given.

@cryptodigitals I have no target. Micron is going through what I call a paradigm shift. That's all it matters.

@TradexWhisperer Whats next does $MU just keep going and whats your pt on it ?


Summary: Bullish MU; author claims followers who acted on prior call are profiting.

🟦 $MU My followers who listened are getting filthy rich here 💰 https://t.co/AFcKOxoH85


Summary: Endorses PLTR reaching $210 by next earnings.

Here's my $PLTR PT range by next earnings

$210.8 - $227.4


Summary: Bullish NBIS: bull flag ready to take off from $93.4 volume concentration; add to winners on blue candles.

🟦 $NBIS Bull Flag Structure. Ready to take off from the volume concentration level ($93.4)

Perfect example of "add to your winners" on every (D) BLUE candle 💰💶

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🟦 $NBIS Perfect example of "add to your winners"

Add when? (D) BLUE candle: 476% gains 💰💷

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Summary: Price target $223 for PLTR in 2025, bullish on Palantir's monopoly in Automated Governance.

$PLTR Good Morning, Afternoon and Evening!

PT $223 Incoming in 2025 https://t.co/9gm8Vmjr0u

$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: SOCAMM2 adoption by Qualcomm and AMD positions Micron as key memory supplier for AI server systems.

$MU "Qualcomm and AMD to Adopt SOCAMM2 Memory in AI Products."

Qualcomm and AMD are reportedly considering the integration of SOCAMM2 memory into their AI product lines to enhance memory capacity and speed. Following NVIDIA's "Vera" CPU, which features LPDDR5X memory on the SOCAMM factor, offering 1.2 TB/s of memory bandwidth and supporting up to 1.5 TB of LPDDR5X memory, Qualcomm and AMD aim to pursue a similar strategy to achieve high-speed, high-capacity AI systems. These systems require fast memory close to AI accelerators, and SOCAMM can complement the extensive HBM memory on the accelerators. It acts as a fast memory pool with sufficient capacity to store entire models in memory, reducing the need for data transfer to SSD flash storage.

NVIDIA's SOCAMM approach involves surrounding the CPU with multiple SOCAMM modules, a strategy Qualcomm and AMD are expected to adopt in their AI solutions. AMD's Instinct MI accelerators, paired with EPYC CPUs, might be the next candidates for this integration, or AMD may develop a completely new system. Qualcomm already offers AI solutions like the AI200 and AI250 inference accelerators, which include up to 768 GB of LPDDR5 per card. These could soon be complemented by SOCAMM, allowing for standardized memory expansion based on the SOCAMM standard rather than soldering individual memory modules. This approach would enable manufacturers to offer various system versions and solutions by simply adding or removing SOCAMM modules, without the need for extensive PCB soldering work.

-TechPowerUp

$MU Micron's SOCAMM2 is seriously underrated and it's the Future of Server DRAM

This low-power module offers 50% more capacity than the previous gen in the same tiny size, while slashing power usage by 67% than traditional server DRAM.

Perfect for AI's energy bottlenecks https://t.co/WnJbK0ToMu


Summary: Still holding PLTR long-term; actively focused on MU as memory demand surges.

Dear Palantir followers,

No, I've not forgotten about $PLTR. My position still stands at +752%. I haven't sold a single share in my long term account

I've been focused on $MU lately because the world needs more memory, BADLY.

Own Ontology, Buy Chips. Guidance from Alex Karp. https://t.co/OEKdQP6iNv


I've been focused on $MU lately because the world needs more memory, BADLY


Summary: Endorses Palantir CEO Karp's claim that all market value flows to NVDA chips and PLTR's ontology platform.

It's happening

"All of the value in the market is going to go to $NVDA CHIPS and what we call the $PLTR ONTOLOGY."

-Palantir CEO Alex Karp.

https://t.co/noBMhJjFDc


All of the value in the market is going to go to $NVDA CHIPS and what we call the $PLTR ONTOLOGY


Summary: Bullish MU: calls it bargain of the century on low valuation, HBM growth, DRAM/NAND price surge, and massive new fab ramp.

🔥 $MU Micron's upcoming memory fabrication plant in Boise US is the size of TEN FOOTBALL FIELDS

-Leading Edge DRAM production will ramp over the second half of the decade
-The fab will include 600,000 square feet of cleanroom space

https://t.co/wXjtA2HunP

$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 PLTR: re-entered Fibonacci channel, held 50 SMA/EMA support, BB expansion room; new ATH incoming.

🟦 $PLTR Michael Burry. You're Fucked with this Technical Set-Up.

-Re-entered the primary Fibonacci Channel
-Failed breakdown attempt below Volume Node
-Support at 50 SMA, EMA, Fib 0
-Plenty of room for BB expansion
+25% rally since the BLUE candle 💰

New ATH Incoming 🚀 https://t.co/VtIuaaM3G1


Summary: Bullish MU to half-trillion market cap.

🔥 $MU Half A Trillion Market Cap Incoming https://t.co/UQXqRoHbBW


Summary: Bullish MU on rising HBM and DRAM prices driven by AI inference demand; very early innings.

$MU This is why HBM and DRAM prices will keep going up.

It puts million dollar studio production (Inference) power in the hands of one person.

We are so early.

https://t.co/bqgJrIsfDN


Summary: Bullish IGV: consolidation resolving to upside on agentic AI software renaissance thesis.

$IGV Consolidation → Blue Candle, Soon

Software Renaissance Incoming. The Agentic AI will transform everything.

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Summary: Endorses LITE as East-West photonics play; shares Bloomberg report of Nvidia-backed Lumentum with AI orders filled through 2028.

$LITE

Nvidia-Backed Lumentum Sees Al Filling Orders Through 2028

-Bloomberg https://t.co/wy7nDfooTv

Investment theses win by targeting bottlenecks

HBM fixes GPU-to-memory wall (Memory Wall)
Photonics/Optics fixes server-to-server (East-West Traffic)

Memory Play: $MU $EWY (Samsung & SK Hynix)
East-West Play: $GLW (fiber) $LITE (laser/OCS), $AAOI $COHR (optics) $TSM (CPO) https://t.co/1iuv2viik4


Summary: Adding MU and SNDK on valuation — forward PEs of 4-6x and 7-8x respectively seen as too cheap to ignore.

Some names are getting too cheap to ignore.

$MU Forward PE 4–6
$SNDK Forward PE 7–8

Starting to add on the way up. What else is getting cheap out there?


Some names are getting too cheap to ignore


Summary: Strong bullish stance on TSMC: AI wafer demand 11x by 2026, 70% CAGR on advanced nodes, $1.5T chip market by 2030; 'All In' call.

$TSM Holy Shit

TSMC just shared extremely bullish projections at Taiwan Technology Symposium. Must Read.

AI Wafer Demand: Projected to rise 11x from 2022 to 2026 for AI accelerator wafers.

Capacity Expansion: Advanced process nodes (2nm and A16) → 70% CAGR from 2026–2028.

CoWoS advanced packaging → >80% CAGR from 2022–2027.

Semiconductor Market Forecast: TSMC now expects the global chip market to exceed $1.5 trillion by 2030 (up from a prior $1 trillion estimate), fueled by AI.

Regional Demand: Asia-Pacific customers consumed over 2.1 million 12-inch equivalent wafers last year, equivalent to stacking more than three Taipei 101 towers.

Plans for nine new phases of wafer fabs and advanced packaging facilities in 2026.

Arizona ramp: First fab in production, second in tool move-in (2H26), third under construction; fourth fab + packaging site starting this year. Arizona output expected to grow 1.8x YoY by 2026 with Taiwan-comparable yields.

Technology Roadmap: CoWoS: Current 5.5-reticle version (world’s largest) at 98% yield. Plans include a 14-reticle version with 20 HBM stacks in 2028, scaling to >14 reticles and up to 24 HBM stacks in 2029.

SoW (System on Wafer): Can integrate up to 64 HBM stacks + 16 CoWoS modules (>40 reticles). Logic-only version in production (2024); HBM-integrated version targeted for 2029.

SoIC (3D stacking): Massive improvements in interconnect density and efficiency; scaling to finer pitches (down to 4.5-micron by A14).

COUPE (Silicon Photonics): 200Gbps Micro Ring Modulator now in production, 4x better energy efficiency and 10x lower latency than copper

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: Bullish on the entire memory industry, including SK Hynix and Samsung, not just Micron.

Memory sector basket: Micron, SK Hynix, Samsung Electronics

@TradexWhisperer Is it applicable for sk Hynix and Samsung as well or only for micron ?


Summary: Long MU as sole SOCAMM2 HVM+256GB supplier to NVIDIA; mobile DRAM prices expected to surge ~100% QoQ into 2027 benefiting SNDK too.

Mobile DRAM prices expected to surge ~100% quarter over quarter.

Price hikes are expected to continue into 2027. This will raise costs for smartphones and other mobile devices

HBM devoured wafers. SOCAMM2 is now consuming LPDDR capacity.

Told you SOCAMM2 is next.

$MU $SNDK $DRAM

$MU $DRAM Trendforce just confirmed what I have been saying about SOCAMM2.

Micron is in high volume manufacturing for 192GB SOCAMM2 (Mid-March). And they are the only company that has delivered higher capacity 256GB samples to NVIDIA.

Nobody else is there.

Density is the new https://t.co/RDf69Bhfd6


Summary: Bullish MU; expects it to reach top-10 market cap, eventually $2T.

@teoAI_ Micron will get in the top 10 MC. Not sure how long it will take 2T but eventually.

@TradexWhisperer Broadcom is worth $2T
Can MU get there?
Can SNDK get to $1T?


Summary: Bullish MU, endorsing bargain valuation and HBM/DRAM/NAND tailwinds thesis.


$TSM has become the de facto semiconductor index. It's now the proxy for the entire semiconductor industry. $2 Trillion Market Cap: Inevitable

Summary: Shares/endorses bullish TSM thesis: $2T market cap inevitable, proxy for entire semis sector, on record 35% revenue beat.

🔥 $TSM posts 35% jump in revenue to new record high

Key Financial Highlights

Q1 2026 Revenue: NT$1.134 trillion (approximately $35.71 billion USD).
+35% year-over-year growth from NT$839.3 billion in Q1 2025.

Beat analyst consensus estimates (LSEG: ~NT$1.12–1.125 trillion).
Marked a new record quarterly revenue high.

March 2026 alone: NT$415.2 billion, +45.2% YoY.

This performance came despite any early-quarter geopolitical noise (e.g., references to broader global tensions), with AI demand remaining resilient.


Summary: Bullish MU, Samsung, SK Hynix on CPU-to-GPU ratio shift driving 16x+ DRAM/SSD demand multiplier; valuation multiple expansion incoming.

$MU $DRAM CPU demand is going up and this is extremely bullish for Micron, Samsung & SK Hynix.

$INTC CEO confirmed CPU to GPU ratio shifting from 1:8 toward 1:1. That is 800% more and it has HUGE implications for memory demand.

These are NOT NVIDIA CPUs. These are standalone Xeon racks running agent orchestration, RAG pipelines, tool calling, and multi-agent coordination alongside GPU clusters.

Traditional servers ran 128 to 256GB of DRAM. AI-optimized servers now ship with 512GB to 1TB or more per node. Every one is a new high-margin server DRAM demand event. Higher margin than HBM. Every server also needs significantly more SSD as model sizes and context windows grow.

The demand multiplier is not 8x. It is closer to 16x or more when you stack both numbers together.

Meanwhile GPU nodes simultaneously need more HBM and SOCAMM as context windows expand.

Two demand vectors. One direction. Neither slowing down.

Valuation Multiples Expansion & Structural Shift Incoming.


this is extremely bullish for Micron, Samsung & SK Hynix

Samsung in memory context = Samsung Electronics 005930.KS


Summary: Author endorses highest-conviction Buy ratings on MU and SNDK from MS alpha model and near-unanimous analyst Overweight consensus on both names.

Morgan Stanley's own alpha model rates both $MU and $SNDK 5 out of 5 on a 24 month horizon. That is their highest conviction rating.

93% of analysts covering $MU rate it Overweight. That is one of the highest consensus ratings on the entire street for any semiconductor name.

81% of analysts covering $SNDK rate it Overweight. Zero percent Underweight.

Enough said but not enough $DRAM


Morgan Stanley's own alpha model rates both $MU and $SNDK 5 out of 5 on a 24 month horizon. 81% of analysts covering $SNDK rate it Overweight. Zero percent Underweight.


The most mispriced stock in semiconductors. Micron delivers 50% more revenue than $AVGO at 1/5 the valuation multiple and 1/4 the market cap.

Summary: Long MU as the most mispriced semiconductor stock: 50% more revenue than AVGO at 1/5 the valuation multiple and 1/4 the market cap.

The most mispriced stock in semiconductors.

$TSM $39.6B rev → 25x P/E
$AVGO $22.0B rev → 36x P/E
$MU $33.5B rev → 8x P/E

Micron delivers 50% more revenue than $AVGO at 1/5 the valuation multiple and 1/4 the market cap.

Fraction of the price 🤯 https://t.co/Uei3AvoXeU

$MU 8x Foward P/E
$WDC 30x Forward P/E
$AMD 46x Forward P/E
$INTC 125x Forward P/E (Intraday)
$INTC 155x Foward P/E (AfterHours)

The market is calling all of them "cyclicals."
Only one of them is about to be truly transformed. https://t.co/1zIC4j4wYe


Summary: Long MU: generates more revenue than ASML+AMD+AMAT+KLAC combined yet trades at a tiny fraction of their collective market cap — deeply undervalued.

$MU Insane

Micron will generate more revenue next quarter than $ASML, $AMD, $AMAT, and $KLAC combined ($33.5B vs $31.2B).

Their combined market cap is $1.86T. $MU sits at $0.75T.

More revenue. A tiny fraction of their multiples. Tell me that's not insane. https://t.co/jXOxnxaDZd


Micron is in high volume manufacturing for 192GB SOCAMM2 (Mid-March). And they are the only company that has delivered higher capacity 256GB samples to NVIDIA. Nobody else is there. First to sample. Higher Chance of First to win.

Summary: Long MU: sole supplier of 256GB SOCAMM2 samples to NVIDIA and in HVM for 192GB, positioned to win the density battleground for AI inference.

$MU $DRAM Trendforce just confirmed what I have been saying about SOCAMM2.

Micron is in high volume manufacturing for 192GB SOCAMM2 (Mid-March). And they are the only company that has delivered higher capacity 256GB samples to NVIDIA.

Nobody else is there.

Density is the new battleground for AI inference. More memory, tighter power envelope, smaller form factor.

First to sample. Higher Chance of First to win.

$MU World's First High Capacity 256GB Low Powered DRAM SOCAMM2 Achieved!

1/3 the power consumption and 1/3 smaller footprint versus standard RDIMMs — enabled by the industry's first monolithic 32Gb LPDDR5X die

2.3 times faster time to first token for long-context LLM inference, https://t.co/unJwZd2dYD


Summary: TSMC maxed out on advanced node capacity; Intel and Samsung are inferior compromises on power, yield, and reliability.

$TSM Here is what the market does not understand.

Apple is in exploratory talks with Intel and Samsung for SECONDARY foundry capacity.

This is NOT a preference. TSMC capacity are fully consumed by advanced nodes, by AI accelerator demand from $NVDA $AMD $GOOGL. TSMC is MAXED OUT.

Intel and Samsung are not equals. They are compromises. Power, yield, and reliability do not survive the comparison.

You would only know this if you have lived inside a fab, a process or device engineer.


Summary: Expects upward move Monday on Nasdaq inclusion news; smart money buying into NAND/SNDK.

@darealcraigster The nasdaq inclusion news was announced even when AH market was closed so potentially something happens on Monday. Just a guess. Smart money is going after NAND.

@TradexWhisperer What makes you think this? New blue candle (unfortunately not on that tier with you for $SNDK)? Me thinks yes. Unless there's another reason🤔. Btw, I'm all for that gap up😉


NAND sector basket: Micron, Kioxia, Western Digital


Summary: Bullish SNDK and MU: NAND contract prices surging past DRAM, enterprise NAND margins rivaling HBM, hyperscaler hoarding sets up structural memory scarcity through 2027-28.

$SNDK $MU Some crazy data points worth paying attention to.

NAND contract prices outpacing DRAM including March. Enterprise NAND margins in some cases have surpassed HBM.

AI Inference demand is reshaping the memory and the storage market in ways nobody modeled.

Hyperscalers are hoarding. Not just to build also to starve competitors of supply. Having less memory in 2027/2028 means you can't serve customers as much. Revenue expansion slows down. You lose and need to explain to your shareholders why your revenue/margin expansion is slowing down.

"Memory is a key strategic asset." -@MicronCEO


NAND contract prices outpacing DRAM including March. Enterprise NAND margins in some cases have surpassed HBM. AI Inference demand is reshaping the memory and the storage market in ways nobody modeled. Hyperscalers are hoarding.


Summary: Bullish MU; bears failed to reverse the candle structure, calling $500 price target.

$MU The bears tried. No PINK. No TRIM candles. The BLUE candle didn't care. $500 Incoming

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Summary: Bullish on TSMC, sees market cap reaching $3T soon.

@TradexWhisperer How do you see TSM’s valuation?


The buildout is global and accelerating. Micron: $7B HBM packaging facility. Singapore. First of its kind. Full HBM contribution 2027.

Summary: Bullish advanced packaging / HBM buildout; names MU, TSMC, INTC, AMKR, AMAT, BESI as beneficiaries of accelerating global capacity expansion.

$MU $TSM $INTC $ASX $AMKR $AMAT $BESI $DRAM

The performance bottleneck in AI isn't the GPU. It's getting data to the GPU fast enough.

Advanced packaging is the solution. HBM placed directly beside the processor on a silicon interposer. Connected through thousands of microscopic vias. A 1024-bit memory bus delivering over 1 TB/s. HBM3 runs at 140+ GB/s per watt. GDDR6 isn't in the same conversation. Shorter distance means lower power, lower heat, faster signal. Physics doesn't negotiate.

Moore's Law scaled compute. Advanced packaging scales everything else.

The buildout is global and accelerating.

Samsung: $4B packaging plant. Vietnam.

Amkor: Expanding the world's largest packaging facility. Vietnam.

Intel: $7B Project Pelican. Penang. 99% done. First ops 2026.

Micron: $7B HBM packaging facility. Singapore. First of its kind. Full HBM contribution 2027.

You can build the best chip in the world.
If you can't package it, it doesn't ship.

$TSM Advanced packaging capacity is maxed out.

$INTC Intel's advanced packaging business is gaining interest as an alternative to TSMC especially in the AI chip segment.

Google and Amazon are in active discussions with Intel for advanced packaging services for their custom https://t.co/QJcvAhD9EJ


Advanced packaging capacity is maxed out. Moore's Law scaled compute. Advanced packaging scales everything else.


Intel: $7B Project Pelican. Penang. 99% done. First ops 2026.


Amkor: Expanding the world's largest packaging facility. Vietnam.


The buildout is global and accelerating.


Advanced packaging is the solution. HBM placed directly beside the processor on a silicon interposer. The buildout is global and accelerating.

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


Summary: Bullish on MU and PLTR becoming top-10 global companies; strong long conviction on both.

60K of you decided $MU Memory and $PLTR Ontology  were worth following.

By 100K, both will be top 10 companies in the world.

Let's keep building wealth together.

Next: $AMAT $LITE $GLW $RDDT https://t.co/cBEAsvRgeg


Summary: Bullish on optical transceiver plays (LITE, GLW, COHR, AAOI, AXTI) on AI data center buildout driving 57% YoY growth to $26B in 2026.

$LITE $GLW $COHR $AAOI $AXTI https://t.co/QgmilVpzIJ (ELASER)

The global AI optical transceiver market is projected to reach US$26 billion in 2026, up from US$16.5 billion in 2025, representing over 57% YoY growth.

Major cloud providers (Google, Microsoft, Meta) are aggressively scaling AI server deployments, which directly boosts procurement of high-speed optical transceivers.

2026–2027 will be critical years for companies to secure positions in the 1.6T supply chain. Success in winning design-ins with tier-one customers will largely determine future market share.

Rapid expansion of AI data centers and hyperscale GPU clusters, especially in North America where data center traffic has grown over 30% annually.

Increasing demand for high-speed interconnects (800G and above) inside AI server clusters.

Shift toward the next-generation 1.6T optical modules, which are entering mass production.

Growing needs in edge computing, data center interconnect (DCI), and coherent optics (ZR/ZR+).


industry='Scientific & Technical Instruments'


Summary: Bullish MU and SNDK on compounding NAND shortage: CapEx diverted to HBM/DRAM left NAND undersupplied; double-digit spot price increases accelerating.

$MU $SNDK $DRAM Shorts are fucked.

Double digit NAND spot price increases week over week for months straight

They forgot Micron, Samsung and SK are NAND powerhouses too. CapEx went to HBM and DRAM. Nobody is backfilling NAND capacity.

The shortage isn't resolving. It's compounding.

$MU $SNDK NAND >> HBM?

Everyone is watching HBM. The smart money is watching NAND.

The cascade nobody modeled. AI inference can't be solved by HBM alone. The capacity demand spills over:

HBM → Server DRAM → NAND

Each layer tightens as hyperscalers vacuum up supply. And https://t.co/yjopADzKWb


Summary: Author endorses bullish memory setup: supply crunch driving DRAM/NAND price increases, multiple PT revisions expected; KB Securities raises Samsung PT 33% to 320K KRW.

$MU $EWY At this rate memory is going to get dozens of profit & price target revisions per quarter.

KB Securities Research Report significantly raised Samsung's earnings forecasts to reflect the outlook for rising DRAM and NAND prices. The year-over-year growth rate for DRAM prices in 2026 was revised upward to 148%, and for NAND prices to 111%.

Accordingly, Samsung Electronics' operating profit forecast has also been significantly raised. The report forecasts operating profits for 2026 and 2027 at 220 trillion won and 301 trillion won, respectively, up by 30% and 57% from previous estimates.

On the 11th, KB Securities set a target price of 320,000 won for Samsung Electronics in a report. This represents an upward adjustment of approximately 33% from the previous target.

$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


KB Securities Research Report significantly raised Samsung's earnings forecasts to reflect the outlook for rising DRAM and NAND prices


$MU $EWY At this rate memory is going to get dozens of profit & price target revisions per quarter


Summary: Bullish MU; low forward P/E like a compressed spring primed for a big move up.

@Sammy_CT This feels likes a super compressed spring.... before... Boom

@TradexWhisperer Meanwhile $MU sitting at low single digit forward P/E... 🤯 The lowest of any large cap in the market.


Summary: Long PLTR and MU; both predicted to reach $1 trillion market cap as the combined AI agent stack (ontology + memory).

$PLTR Ontology puts AI agents on steroids.
Context IS memory. Memory IS $MU.

Two companies. One stack. Both hit $1 Trillion.

A simple way to think about AI agents:
LLM = reasoning
Tools = actions
Memory = context
Agents combine all three.


Memory IS $MU. Two companies. One stack. Both hit $1 Trillion.


Summary: Names optical interconnect plays as beneficiaries of OCI MSA standardization driving AI data-center shift from copper to optics.

$LITE $GLW $AAOI $COHR $AXTI $TSM $ASX

Tech titans have formed the Optical Compute Interconnect Multi-Source Agreement (OCI MSA) to develop an open, standardized specification for optical interconnections in AI data centers.

This initiative aims to overcome the physical and performance limitations of traditional copper interconnects, which are struggling to meet the massive bandwidth, power efficiency, and scale requirements of next-generation AI clusters.

Founding members include:

-Chip/accelerator designers: NVIDIA, AMD, Broadcom
-Hyperscalers & AI labs: Microsoft, Meta, OpenAI

These firms are collaborating to define a protocol-agnostic physical layer (PHY) specification. This will allow their respective protocols (e.g., NVIDIA’s NVLink and AMD’s UALink) to run over optical fiber, supporting larger multi-rack AI domains and a multi-vendor supply chain.

Copper-based links are hitting fundamental limits in bandwidth and power consumption as AI models and clusters grow. They also create supply chain constraints. The shift to optics is seen as essential for scaling AI infrastructure toward “super-intelligence.”

The OCI MSA covers various optical technologies, including:

-Pluggable optical modules
-On-board optics
-Co-packaged optics (CPO), such as TSMC’s COUPE technology

Key Benefits

-Higher bandwidth and better power efficiency than copper
-Larger-scale AI compute domains (multi-rack)
-Reduced costs through standardization and multi-vendor competition
-De-risked supply chains (less sole reliance on any single supplier)
-Ability to mix different AI ecosystems on the same optical infrastructure


Reddit owns something AI can't replicate: 20 years of authentic human conversation across 100,000+ communities. It monetized that moat through licensing, built AI tools on top of it, and is now positioning itself as a primary search destination rather than just a back-end data source for everyone else.

Summary: Long RDDT: unique data moat monetized via AI licensing deals with Google/OpenAI, growing search tools, and 52-54% revenue growth guidance for Q1 2026.

$RDDT Reddit was ranked on Fast Company’s Most Innovative Companies 2026, today.

-Reddit owns something AI can't replicate: 20 years of authentic human conversation across 100,000+ communities.

-It monetized that moat through licensing, built AI tools on top of it, and is now positioning itself as a primary search destination rather than just a back-end data source for everyone else.

-Reddit isn't just striking deals with AI behemoths like OpenAI and Google. It's smartly using AI itself to serve users and marketers. Nasdaq

-Rather than getting rolled over by AI, Reddit turned the inflection point to its advantage, signing major data-licensing deals with Google and OpenAI, with more to come. Google pays roughly $60 million a year, while licensing to OpenAI could add another $40 to $50 million.

-Reddit's innovation has focused on making the platform more searchable and shoppable, integrating LLM-based summaries at the top of search results to directly challenge traditional search engines.

-Weekly active users of Reddit's search tools grew 30% year over year, reaching 80 million users, while Reddit Answers usage surged from 1 million to 15 million weekly active users throughout 2025.

-For Q1 2026, Reddit projects revenue of $595 to $605 million, representing 52 to 54% growth, with Adjusted EBITDA of $210 to $220 million.

$RDDT Despite the rise of LLMs, I keep appending “reddit” in my search queries in hopes of finding useful but also community-backed answers to my questions.

I want to read their personal experiences and read through comments as well to verify the community sentiment.

Humans


Summary: Shares/endorses RBC Capital Buy on MU with PT raised to $525 on HBM/DDR/eSSD data-center supercycle thesis.

$MU RBC Capital raised its PT to $525 from $425 while maintaining an Outperform rating.

The new price target is based on 7 times calendar year 2027 estimated earnings per share and 2.7 times year-end calendar year 2027 estimated book value, largely consistent with prior peaks.

RBC Capital believes structural drivers including HBM and DDR/eSSD demand in data center are playing a much larger role in the current supercycle.

$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 GLW on NVIDIA collaboration, 10x US optical capacity expansion, and ~$500M NVIDIA investment.

$GLW +13.3% Fiber Optics

Corning will increase its U.S. optical connectivity manufacturing capacity by 10x and expand U.S. fiber production capacity by more than 50%.

NVIDIA and Corning announced a collaboration to expand U.S. manufacturing of optical connectivity solutions critical for AI data centers.

This includes Nvidia investing ~$500 million (for rights to purchase Corning stock).

New Facilities: Construction of three new advanced manufacturing plants in North Carolina and Texas.

Job Creation: More than 3,000 new high-paying American jobs.

Corning is a leader in glass science and optical physics and inventor of low-loss optical fiber.

Bullish


Bold prediction: TSMC will raise prices. It is not a matter of if. It is a matter of when. They are the single point of convergence for everything that matters in AI infrastructure. There is no substitute and no backup plan.

Summary: Bullish TSM: predicts inevitable price hikes given monopoly position in AI silicon, CoWoS packaging, and advanced nodes with no credible substitute.

$TSM Bold prediction: TSMC will raise prices. It is not a matter of if. It is a matter of when.

They are the single point of convergence for everything that matters in AI infrastructure. GPU silicon. CPU silicon. CoWoS packaging for HBM. Advanced nodes. There is no substitute and no backup plan.

The demand pressure is so acute that Apple sought a secondary, inferior alternative $INTC foundry rather than compete for TSMC capacity against AI workloads.

When your best customer gets rationed, you do not need to advertise pricing power.

You just raise prices.

This is why I own $TSM.

TSMC does not pick sides. It collects from all of them.

$MU and $DRAM SK Hynix need it because HBM must be physically bonded to the logic die during the CoWoS process. Memory and packaging are now one supply chain.

$ARM needs it because virtually every https://t.co/hCFArBAd6a


Summary: Long MU; thesis intact on HBM ramp + DRAM/NAND price surge, pullbacks are accumulation opportunities.

$MU Weekly still reads BLUE-GREEN. The thesis is intact.

Pullbacks within an uptrend are not a reason to panic. They are opportunities to accumulate. Hang in there.

Get 280+ charts daily. Try it free:
https://t.co/ZQDP5HCFyq https://t.co/c5FA6UxIoZ


Summary: Bullish MU and TSM on 5x structural HBM demand expansion (12→64 stacks per substrate by 2029); memory content per platform just getting started.

$MU $DRAM $TSM Holy Shit

2026: 12 HBM stacks per substrate
2029: 64 HBM stacks with SoW

That is a 5x structural expansion of HBM demand per system. The memory content per platform is not peaking. It is just getting started. https://t.co/5GIM9aViFP


Summary: Shares/endorses 15-firm PT raise wave on AMD, including Baird/Bernstein doubling targets; bullish on CPU re-rate from agentic AI tailwind.

$AMD WILD 🤯

15 firms. All raises. Baird & Bernstein doubled their PT overnight:

$300 → $625
$265 →$525

CPU re-rate. Agentic AI is on the move. $INTC $ARM https://t.co/p15DX9hmdE

$AMD $INTC AI Inference & Agentic AI Tailwind. Is Market finally pricing in the CPU necessity?

-AMD CEO Lisa Su disclosed at the March 2026 Morgan Stanley TMT Conference that server CPU demand has "far exceeded" prior forecasts.

-Meta and AMD announced a five year, $60 billion https://t.co/F21QcDSkXM


Summary: Shares/endorses structural NAND supply-demand tightness thesis through 2026-2027, bullish on MU, SNDK, and SMI as beneficiaries.

$SNDK $MU $DRAM

Silicon Motion (SMI), a leading NAND flash controller maker, expects the memory market tightness to persist through 2026 and widen further in 2027. President Wallace C. Kou described this as a structural shift in the supply-demand balance.

-The NAND flash market is already in a supply shortage in 2026.

-Industry-wide NAND capacity is projected to grow only 15%–25% in 2026, despite accelerating demand.

-New fab capacity from major suppliers is expected to start ramping from the second half of 2026 through 2027, but this will only slightly ease pressure, not fully resolve the imbalance.

-Market tightness is unlikely to ease until at least the second half of 2027.

-Drivers of the Supply GapRapidly expanding demand from AI, data centers, cloud service providers (CSPs), and Chinese internet companies.

-Major NAND suppliers (Samsung Electronics, Micron Technology, and SK hynix) remain cautious on capital spending, which extends expansion cycles and keeps supply growth lagging behind demand.


Silicon Motion (SMI), a leading NAND flash controller maker, expects the memory market tightness to persist through 2026 and widen further in 2027


Summary: Bullish memory sector (MU, SNDK): AI demand to exceed 50% of DRAM/NAND TAM, tight supply across HBM/DRAM/NAND, re-rate incoming.

$MU $SNDK $DRAM

@MicronCEO: AI is still in its "first innings" (very early stages). AI-driven demand for DRAM and NAND is projected to exceed 50% of the total industry TAM this year, with severe supply constraints persisting due to long lead times for new capacity

HBM (AI GPUs), DRAM (AI CPUs), and NAND are ALL in tight supply.

Memory is now a "strategic asset" for customers.

RE-RATE INCOMING


HBM (AI GPUs), DRAM (AI CPUs), and NAND are ALL in tight supply. Memory is now a "strategic asset" for customers.


Summary: Long TSM; as manufacturer of every AI/datacenter/smartphone/HBM chip, destined to become world's largest company by market cap.

The company that manufactures every chip that powers AI, data centers, smartphones, every HBM controller and every advanced logic chip that matters will eventually be worth more than any of them.

$TSM is destined to become the number one company in the world by market cap.


Summary: Bullish MU: HBM's structural demand floor (long-term contracts, GPU/ASIC ties) vs fragile DRAM cycle, $100B+ TAM by 2030.

$MU Don't ask if the cycle turns. Ask what the floor looks like.

DRAM had a weak floor. Inventory piled up. Prices collapsed. Margins evaporated.

HBM has a demand floor that DRAM never had. Custom stack. Long-term contracts. Tied to GPU & ASIC shipments that don't stop. Bloomberg projects the TAM hits $100B+ by 2030.

The floor is structural.


Summary: Bullish MU and TSMC as beneficiaries of sustained Tesla/SpaceX Nvidia chip ordering at scale.

When $TSLA keeps ordering from $NVDA, $MU and $TSM come along for the ride.

@pbeisel I am a huge admirer of Nvidia and Jensen btw. That market cap is well-deserved.

SpaceX AI and Tesla expect to continue ordering Nvidia chips at scale.


Summary: Bullish AMD and INTC on server CPU pricing power: AMD cumulative ~16-17% hikes in Q2/Q3; Intel raised prices April 1 with another 8-10% hike expected 2H26.

$AMD $INTC

Server CPUs: Up 10%–20% since March.

Consumer CPUs: Up 5%–10% over the same period.

Intel: Already raised server CPU prices on April 1; another increase of 8%–10% is expected in the second half of 2026 (2H26).

AMD: Planning multiple rounds of server CPU price hikes, one in Q2 and another in Q3, for a cumulative increase of around 16%–17% for the year.

Major international vendors are preparing an additional round of hikes in Q3.


Intel: Already raised server CPU prices on April 1; another increase of 8%–10% is expected in the second half of 2026


Summary: Author claims high-conviction, durable long positions in PLTR, MU, TSM, RKLB, SNDK with real thesis behind each.

70k followed. Not because I throw out dozens of names with half baked thesis.

Thousands of conviction posts on $PLTR $MU $TSM $RKLB $SNDK. High positioning. Durable names. Real thesis. No noise.

True conviction is rare. That is what turns followers into multi bagger holders.


Summary: Bullish MU, Samsung, SK Hynix on DRAM supply lock-ins, LTAs with Big Tech, and 58-63% QoQ spot price surge expected in Q2 2026.

$MU $DRAM $EWY

Samsung and SK Hynix have already locked in nearly two years’ worth of AI memory supply, most of their HBM and high-end server DDR5 capacity is reserved through long-term contracts with Big Tech.

Microsoft and Google are actively pushing for long-term supply agreements (LTAs). SK Hynix is in final negotiations with Microsoft for a 3-year server DDR5 contract rumored to be worth tens of trillions of KRW (~tens of billions of USD), including minimum price guarantees and potential advance payments. Similar discussions with Google cover HBM and general server DRAM.

DRAM spot prices are expected to surge 58-63% quarter-over-quarter in Q2 2026 (per TrendForce’s March 2026 report), fueled by North American Big Tech cloud investments and long-term contract negotiations.

Memory prices have already more than doubled from early 2025 levels by late 2025, with DRAM inventory levels dropping to critically low 2 - 4 weeks.

This trend is expected to stabilize profitability and fab utilization for Samsung and SK Hynix while reducing procurement uncertainty for hyperscalers.

New capacity expansions are underway, but meaningful relief for general memory is not expected until 2027–2028.

🚨 $MU Huge News for the Memory Industry

Micron signed its first-ever 5-year Strategic Customer Agreement, moving well beyond the typical one-year deal. Samsung and SK Hynix are following suit, pursuing 3 to 5 year contracts with major tech firms. Longer commitments mean https://t.co/sDbrrH2Aj9


Samsung and SK Hynix have already locked in nearly two years' worth of AI memory supply, most of their HBM and high-end server DDR5 capacity is reserved through long-term contracts


SK Hynix is in final negotiations with Microsoft for a 3-year server DDR5 contract rumored to be worth tens of trillions of KRW


Summary: Agentic AI raises token value, enabling Nvidia and TSMC to raise prices — bullish both.

@MoMoMacro Agentic AI just raised the value of the tokens. Nvidia and Tsmc will raise their prices.

@TradexWhisperer Nah, they raise prices every cycle. The real call is who gets bumped from allocation.


Summary: Bullish ASX on photonics advanced packaging trend, citing 21.4% CAGR and full thesis; sector just getting started.

$ASX up ~20% since my last post.
Photonics Advanced Packaging is just getting started. Full thesis:

https://t.co/VcO8Puj2Jg https://t.co/IPtXqjVTXA

Photonics Packaging Forecast: 21.4% CAGR

$ASX $TSM $AMKR $FN https://t.co/a3lYgtaUrR