Summary: Bullish RDDT on high-margin AI data licensing deals with Google/OpenAI, strong pipeline, and potential to triple licensing revenue by 2030.

$RDDT's  "Secret" High Margin Deals with Essential Human Knowledge for AI training.

Reddit's Data Licensing Revenue is expected to accelerate as AI adoption intensifies. AI companies are scrambling for high-quality training data amid a "data economy" valued at ~$1 trillion, where platforms like Reddit profit from user content that fuels LLMs.

It primarily stems from deals allowing AI companies to access its vast corpus of user-generated content for training large language models (LLMs) and other AI applications.

The main partners are Google (paying approximately $60 million annually) and OpenAI (estimated at $70 million annually), totaling around $130 million per year as of early 2025.

In Reddit's Q2 2025 earnings (reported July 31, 2025), "other revenue" which includes data licensing, totaled $35 million for the quarter, up 24% year-over-year from $28.1 million. This represents about 7% of Reddit's total Q2 revenue of $500 million (a 78% YoY increase overall), with advertising comprising the remaining 93%.

Annualizing the Q2 figure gives roughly $140 million in data-related revenue for 2025, consistent with the combined Google and OpenAI deals.

While this segment is small compared to ads, it's highly valuable due to its economics:

High margins: Licensing carries gross margins near 91%, making it nearly pure profit since Reddit incurs minimal additional costs to produce or maintain the data (it's user-generated).

Strategic importance: Reddit's content is increasingly cited as the top source in AI responses across tools like ChatGPT, Perplexity, Gemini, and Google's AI Overviews (appearing in 5.5% of replies), underscoring its role as "essential human knowledge" for AI training. This gives Reddit pricing power and leverage in negotiations.

Contribution to profitability: In Q2 2025, Reddit reported $89 million in net profit, a swing from prior losses, partly buoyed by this high-margin stream.

Overall, data licensing adds meaningful value beyond its revenue share, enhancing Reddit's valuation (currently trading at ~26x projected 2025 revenue) and positioning it as a key player in the AI ecosystem.

Future Growth Potential

Data licensing is poised for significant growth, driven by surging AI demand for authentic, real-time human conversations—something Reddit provides uniquely at scale. Here's why it could expand substantially:

Industry trends: AI companies are scrambling for high-quality training data amid a "data economy" valued at ~$1 trillion, where platforms like Reddit profit from user content that fuels LLMs. Reddit's CEO noted in the Q2 earnings call that its corpus is "growing in importance" to major players, with dependencies becoming clearer over time.

Pipeline and new deals: Reddit is actively seeking additional partnerships, with a "big pipeline still under negotiation." While no new major deals were announced in Q2, the company confirmed it's exploring more, potentially including exclusivity options. Analysts highlight Reddit's ability to resell the same data archive repeatedly as new AI models emerge or require updates, without proportional cost increases.

Growth rates and projections: The 24% YoY increase in Q2 lags overall revenue growth (78%) but outpaces many segments; it's expected to accelerate as AI adoption intensifies. Broader forecasts for Reddit's total revenue (e.g., Q3 guidance of $535–545 million) imply continued expansion, with data licensing potentially scaling to 10%+ of revenue if new contracts materialize. Long-term, bullish views see this as a "secret revenue stream" that could triple or more by 2030, fueled by Reddit's user base growth (DAUs up 21% YoY to 110 million) and AI's insatiable data needs.

Balanced outlook: Reddit prioritizes internal AI use (e.g., for ad targeting and search tools) over aggressive licensing, viewing its data as more valuable in-house. However, the earnings call emphasized "a lot of opportunities will be created" if trends continue, suggesting moderate-to-high growth (e.g., 30–50%+ annually) rather than explosive, given the focus on ads (projected at $1.8 billion in 2025, +50% YoY).


Summary: Bullish PLTR; endorses thesis that institutional buying and monopoly on Automated Governance make it unstoppable.

structural marker; pre-classified as canonical yfinance ticker

$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: Decisive bullish quality verdict on PLTR — unmatched product, customers organically promoting it.

$PLTR: Dear customers, why are you promoting and selling our products on our behalf?

Customers: BECAUSE THEY'RE SO DAMN GOOD. Nothing else on Earth matches what you do!

GOAT 🐐

🐐 $PLTR UNREAL Citi Bank Testimonial

"This process would take like nine days. Now, it takes like seconds, so it's pretty instantaneous and that's just one example"

"We went from 100 fragmented systems to 1 Palantir Ontology"

"I came here to revolutionize and disrupt wealth https://t.co/NaaOrrBbnh


Micron HBM is gaining market share from SK Hynix and Samsung... NVDIA GPUs cannot be built without HBM

Summary: Strongly bullish MU: HBM market share gains, DDR4 pricing surge, 3 new fabs, and indispensable GPU supply chain.

$MU "Research" Firm Edgewater for some WEIRD reason decided to go against the following FACTS:

JPMorgan stated, "HBM Market - Robust Supply and Demand until 2027, Bit Demand Expected to Accelerate. The overall HBM market will record over 70% YoY growth in 2026 as well: Of this, HBM is expected to account for 45% of the total DRAM market. HBM will also contribute 10% of the total DRAM bit demand."

What else do we know:
-Micron HBM is gaining market share from SK Hynix and Samsung
-Micron DDR4 pricing is through the roofs
-Micron is Building 3 new fabs (2 in Idaho and 1 in NY)
$MSFT, $META, $AMZN, $TSLA keep investing insane amounts of money
-NVDIA GPUs cannot be built without HBM

"Retard" Firm Edgewater

$MU PT Upgrades Post-Q3 2025 Earnings:

Citi: $130 → $150
UBS: $120 → $155
Susquehanna: $150 → $160
Rosenblatt: $172 → $200
Deutsche Bank: Initiated at $150


$PLTR Ontology is far more valuable than Bitcoin's Blockchain

Summary: Bullish PLTR: Ontology platform more valuable than Bitcoin's blockchain, justifying premium valuation.

🔮 $PLTR Market is treating Palantir like Bitcoin $BTC

By now it should be clear that standard valuation models don't work for Palantir but I've solved the valuation dilemma for all of you. Let me explain.

Ontology serves as a "blockchain" for enterprises and governments. Just https://t.co/AZAHAo6zrT


Summary: Endorses $1T market cap for Palantir in 2–3 years.

🤩 $PLTR "Palantir going to a $1 trillion market cap in next 2-3 years" -@DivesTech https://t.co/vr14J5ZFbl


I think it will succeed. Bullish BLUE Smart Candle pushing hard to break out of this 12-month structure. Earnings were great. AI factories will spread like virus.

Summary: Bullish NVDA: double bottom forming, earnings strong, AI factory tailwind supports breakout from 12-month structure.

🟦 $NVDA Double Bottom?

(W) Bullish BLUE Smart Candle pushing hard to break out of this 12-month structure.

Earnings were great. AI factories will spread like virus. I think it will succeed.

Daily updates on Patreon. https://t.co/Xb3hxBjjL9

$NVDA's Journey $11 → $142+🎉
$PLTR's Journey $30 → $130+🥳

This epic journey is painted in bullish BLUE candles (W), giving us the conviction to hold through noise. Patience & Smart Candles are the KEY!

Our Patreon group scans 160 tickers daily, hunting for the NEXT big idea https://t.co/7q9JewDIco


Summary: Bullish RKLB on Russell 1000 index addition.

🚨 BREAKING: $RKLB HAS BEEN ADDED TO RUSSELL 1000 ETF

LFG TO THE MOON 🚀 https://t.co/eaQ3TNOOCG

SpaceX is dominating. Why does $RKLB Rocket Lab even exist?

@RocketLab exists because the Small Rocket Market is UNDERSERVED. It's a niche market but it's growing.

Rocket Lab is carving out its niche by offering RAPID, reliable, and precise small satellite launches. While https://t.co/AuvScmixGG


Summary: Bullish PLTR on fintech/crypto partnership expansion and TAM growth into financial transaction markets.

🚨 $PLTR x @bolt FINTECH PARTNERSHIP ANNOUNCED!

I strongly believe a partnership in the CRYPTO field is coming soon. It's inevitable. Palantir is expanding it's TAM by expanding to Financial (Transaction) Markets.

"Bolt and Palantir Partner to Launch Checkout 2.0: The Smartest, Most Personalized Checkout Experience Yet"


Summary: Bullish RDDT on high-margin data licensing + AI training demand + advertising growth.

industry='Internet Content & Information'

$RDDT Data Licensing is relatively small revenue figures but remarkably high margins (>90%).

This high-margin revenue stream, combined with the future growth in the AI training data market and also advertising, positions Reddit favorably.

$RDDT's  "Secret" High Margin Deals with Essential Human Knowledge for AI training.

Reddit's Data Licensing Revenue is expected to accelerate as AI adoption intensifies. AI companies are scrambling for high-quality training data amid a "data economy" valued at ~$1 trillion, https://t.co/VRKLd30M2R


Summary: LYFT breaking out of bear flag with potential upper Bollinger Band climb ahead.

🟦 $LYFT +16% since the (D) BLUE candle. Breaking out of a bear flag. Another name with potential upper Bollinger Band climb. 🔥

Our system just works. 230+ Daily Smart Candle Alerts. Free Trial: https://t.co/ZQDP5HCFyq https://t.co/x8G66Bdr1l


Summary: Calls LLY bottom in after Bollinger Band crossover; bullish technical signal.

🟦 $LLY Bottom's in. Crossed the middle Bollinger Band after a series of (D) BLUE-GREEN candles.

All rallies start with our exclusive BLUE candles.

230+ Daily Smart Candle Alerts. Free Trial:
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Summary: Bullish PLTR on all-time-high institutional ownership, endorsing the monopoly-on-automated-governance thesis.

$PLTR ALL TIME HIGH Institutional Ownership as of Jun-25

🐐 GOAT https://t.co/zshA4NOQzp


Summary: Bullish on Magnificent 7 as a group; AI will accelerate their growth from here.

Roundhill Magnificent Seven ETF (MAGS) tracks the Mag7

$NVDA $META $AAPL $MSFT $GOOGL $TSLA $AMZN

AI will ONLY accelerate the progress. Don't miss it.

The Magnificent 7 brought in $551.4 Billion of combined revenue during Q2 2025 up from $253.5B in Q2 2020

Magnificent 7 Revenue in Q2 2025 vs Q2 2020:

Nvidia $NVDA - $46.7B 2025 vs $3.9B in 2020
Microsoft $MSFT - $76.4B 2025 vs $38B in 2020
Apple $AAPL - $94B 2025 vs $59.7B in https://t.co/aSktgqh5Hl


Summary: Expects MU to reach $148 after consolidation; single-digit forward PE would be the bargain of the century.

I thought we would reach $148 after earnings that was my bull case. It's down slightly but I am seeing some resilience. Bulls and bears are exchanging hands. Once consolidation is over, I think we are headed to $148. I can fathom $MU going to single digit foward PE if it does, bargain of the century again.

@TradexWhisperer Nvidia PS seems aggressive, any reason to be worried? At the end of the day they are the one enabling this AI revolution. Btw, what’s MU fair value price?


Summary: Shares Wedbush analyst call that PLTR is heading to $1T market cap and Wall Street is underestimating it.

🔥 $PLTR Wedbush's @DivesTech on CNBC

"Palantir is on track to achieve a $1 trillion market cap"

"Wall Street is underestimating Palantir's performance" https://t.co/vhicsn4wfK


Summary: Shares Mizuho upgrade of PLTR to Neutral with PT raised to $135; author implies it's overdue catch-up.

Mizuho Financial Upgrades $PLTR to Neutral and Adjusts PT to $135 from $116

Playing catch-up 😂


Summary: Bullish PLTR: break above $163-167 targets $213; also relays $167 PT by next earnings from quoted tweet.

$PLTR

If we break above $163-$167 we might be headed to $213. Otherwise, these are the two support levels:
Timid Reaction: $152 (Bollinger Band Basis)
Bearish Reaction: $138 (Fib=0.618)

LFG

🎯 $PLTR ACHIEVED ALL-TIME-HIGH CLOSING PRICE TODAY.

My Price Target? $167 by next earnings https://t.co/qbpkxwMRsw


Summary: DAVE likely heading for ATH challenge based on cup-and-handle pattern.

🟦 $DAVE CUP & STRETCHED HANDLE PATTERN? 😅 At this rate, it's likely going for all-time high (ATH) challenge.

Anyhow, (W) BLUE candles have consistently delivered profits since January 2023.

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Summary: Vouches RDDT earnings as a blowout: 78% revenue growth, 90.8% gross margin, positive net income — durable bullish read.

$RDDT Earnings Blowout

Revenue grew 78% year-over-year to $500 million

Gross margin expanded year-over-year to 90.8%

Net income of $89 million, 18% of revenue. Diluted EPS of $0.45

Adjusted EBITDA1 of $167 million, 33% of revenue

Operating cash flow of $111 million. Fully diluted shares of 206.6 million, up 0.3% sequentially

🟦 $RDDT Attempting an upper Bollinger Band climb with bullish sentiment ahead of earnings this afternoon. It was up as much as 9% today.

Those with low conviction should consider trimming. Me? I am holding!

230+ Daily Blue Candle Alerts. Free Trial:
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Summary: Shares/endorses Mizuho upgrade on PLTR with PT raised to $135.

🚨 Mizuho Financial Upgrades $PLTR and Adjusts PT to $135


Summary: Bullish TSLA on immeasurable value creation from scalable RoboTaxis transforming commutes globally.

$TSLA RoboTaxis Have Immeasurable Value.

They will transform useless, boring, and stressful 60-minute commutes into highly productive hours or entertaining, memorable family time (karaoke? movies? The possibilities are limitless).

Now multiply that by 260 workdays per year and Earth’s 8 billion population. The value created by RoboTaxis is immeasurable. Society will never be the same.

I've spoken.

🚕 $TSLA The Future is Here

I Mean Scalable RoboTaxi is Here


Summary: Sarcastically mocks bears on HIMS; implied bullish on global expansion via Zava acquisition with 32% short interest.

Drug Manufacturers - Specialty & Generic

$HIMS SHORT INTEREST IS 32% at 62,338,753 shares

Hims and Hers is starting a global expansion so I guess this is a bad news? 🤣 https://t.co/TNr8lbQBFt

$HIMS JUST ACQUIRED OVER 1 MILLION CUSTOMERS OVERNIGHT 🔥

Best Trade Ever

"The acquisition of Zava will bring over a million customers in the European market and launch it for the first time in Germany, France and Ireland. The acquisition will also expand Hims & Hers’ presence https://t.co/0PYzjqRVRK


$PLTR PALANTIR = THE DATA COMMAND CENTER

Summary: Bullish PLTR; endorses framing as top predator/data command center.

The top predator in the data ecosystem
데이터 생태계 최상위 포식자

= Palantir https://t.co/yvP398zu5U


Summary: Long TSM targeting upper Bollinger Band at $266.4 on weekly blue-green candle combo signal.

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

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

230+ Weekly Smart Candle Alerts. Free Trial:
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Summary: Bullish PLTR on expanding US government AI adoption; StateChat now embedded in State Dept HR/promotion processes with 40k users.

🚨 $PLTR IT HAS BEGUN. PALANTIR WILL EVENTUALLY BECOMES THE BRAIN OF THE GOVERNMENT.

"The U.S. State Department will use an artificial intelligence chatbot with 40,000 users to help it select the people who will perform annual reviews of promotions and moves, according to a cable issued Monday and reviewed by Reuters."

"StateChat, an in-house chatbot which works using technology from Palantir and Microsoft, will be employed to pick foreign service officers for participation on the Foreign Service Selection Boards, the annual evaluation panels which decide whether and how to promote and shuffle around State Department employees."

"The State Department has been using StateChat since last year to transcribe notes, draft emails, and analyze diplomatic cables. Last week the agency's acting chief data and AI officer, Amy Ritualo, told a Palantir conference, opens new tab that StateChat had about 40,000 users across her agency. The program's role in the human resources process, however, has not previously been disclosed."

---

https://t.co/P2xDpUzS4P


Summary: Bullish SOFI: bearish candle nullified, bulls back in control, expects resumption of upper Bollinger Band climb.

🟦 $SOFI up +4.3% today and yesterday's (D) PINK candle has been nullified.

Basically, the bears and bulls have exchanged hands. The last time this happened, it resumed the upper Bollinger Band climb.

230+ Daily Smart Candle Alerts. Free Trial:
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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

230+ Weekly Smart Candle Alerts. Free Trial:
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Summary: Bullish PLTR on Rule of 40 score of 94 and Karp's 10x revenue ambition.

💯 $PLTR Good day, all Palantir investors and supporters

Don't forget. Rule of 40, Score of 94. Twice the rule and even more.

Alex Karp is going after 10x revenue. https://t.co/CZrcfiKezz


This was a phenomenal quarter. We continue to see the astonishing impact of AI leverage. Our Rule of 40 score was 94%, once again obliterating the metric. Year-over-year growth in our U.S. business surged to 68%, and year-over-year growth in U.S. commercial climbed to 93%. We are guiding to the highest sequential quarterly revenue growth in our company's history, representing 50% year-over-year growth

Summary: Shares Karp's blowout quarter highlights — 94% Rule of 40, 68% US growth, 93% US commercial growth, record sequential guidance — implying durable bullish outlook.

$PLTR In case you forgot

“This was a phenomenal quarter. We continue to see the astonishing impact of AI leverage. Our Rule of 40 score was 94%, once again obliterating the metric. Year-over-year growth in our U.S. business surged to 68%, and year-over-year growth in U.S. commercial climbed to 93%. We are guiding to the highest sequential quarterly revenue growth in our company’s history, representing 50% year-over-year growth,” -Alex C. Karp


Summary: Long TSLA: market correctly pricing it as the only scalable physical AI company, not a traditional automaker.

If $TSLA were viewed as a traditional car company, its stock would be worth ~$25.70, yet the stock price is $326 despite declining automotive revenue.

I think the market is acknowledging that Tesla is a physical AI company, likely the ONLY one capable of scaling up.


Summary: Endorses parent's bullish PLTR stance.

@TradexWhisperer @BainandCompany The deals are flooding in! $PLTR
- FOREVER LONG 🟢


Summary: Bullish RDDT: community-driven, real-time human-experience data is uniquely valuable for LLM training, positioning Reddit as indispensable AI training data source.

$RDDT The fact that Reddit surpasses Wikipedia, a vast repository of knowledge, speaks volumes.

Community-driven knowledge will be the niche expertise that all LLMs need to be trained on, things like a community's consensus on new niche products (e.g., studio headphones) or practical solutions for challenges like infant feeding or toddler education, and so on.

This isn't about articles written by individuals but rather a community-driven consensus shaped by comments, upvotes, and most importantly their human experiences written in conviction.

For LLMs to become truly human-like, they need to train on this living, real-time human-experience input, not static or outdated data.

I've spoken.

$RDDT Data Licensing is relatively small revenue figures but remarkably high margins (>90%).

This high-margin revenue stream, combined with the future growth in the AI training data market and also advertising, positions Reddit favorably.


Summary: Bullish ETH on weekly timeframe; rare blue candle signal, +122% gains, price about to challenge prior highs.

🟦 $ETH (W) BLUE candles come only once every 6 months. +122% gains and about to challenge prior highs.

You snooze, you lose

200+ (W) BLUE Candle Alerts:
https://t.co/ZQDP5HCFyq https://t.co/RUnrb9XtMK


Summary: Reaffirms $167 price target on PLTR based on technicals and fundamentals.

@LifeAsterisk @McNamaraband23 I am glad you remember that. I appreciate it. It was based on technicals but tying it to the fundamentals. My exact price target is still $167.

@TradexWhisperer @McNamaraband23 I think your $167 claim on $Pltr will happen within 2 weeks


Summary: Market overreacting to NVDA results; guidance beat on sales and margins implies upside from current dip.

$NVDA Seems fine? Market is over-reacting.

Q3 Guidance
• Sales $54B vs Est. $52.5B
• Gross Margins 74% vs. Est. 72%


Summary: Long PLTR with $167 price target by next earnings after hitting all-time-high closing price.

🎯 $PLTR ACHIEVED ALL-TIME-HIGH CLOSING PRICE TODAY.

My Price Target? $167 by next earnings https://t.co/qbpkxwMRsw

🟦 $PLTR EVERY SINGLE BULLISH BLUE CANDLE (W) ALERTS HAVE YIELDED AT LEAST 50% RETURNS

Yeah, valuation is high but we don't care, we trust our data-driven Smart Blue/Pink Candle system.

✨Join our community for just $0.67/day
✨ Free Trial is also available ! https://t.co/qijzm8uj26


Summary: Shares Cantor Fitzgerald PT raise on RKLB to $35 from $29, implicitly endorsing bullish stance.

🚨 JUST IN: $RKLB Price Target Raised to $35 at Cantor Fitzgerald

Cantor Fitzgerald analyst Andres Sheppard raised the price target on Rocket Lab USA (NASDAQ: RKLB) to $35.00 (from $29.00)

🚀🌕 https://t.co/IqPlBtJzAy

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


Summary: Bullish PLTR: Foundry becoming an essential/mainstream data-science skill implies mass adoption over the next decade.

🔥 $PLTR Degree is becoming an Essential Skill with Data Scientists along with Microsoft Power BI & Python.

The keyword is "Essential" which can translate to "Mainstream" which could be interpreted as "Mass Adoption" over the next decade https://t.co/VUE49EinPR

$PLTR Companies are hiring Palantir Foundry experts. This is only one of the few examples.

If you are strong in the ways of Palantir Force, you are high on demand. https://t.co/4YwwzDqBir


Summary: Bullish TSLA; self-driving delivery capability framed as a durable, already-live milestone validating the bull case.

Just imagine. One day in some distant future, your shiny new car that you've ordered magically drives itself right to your doorstep... it would be totally epic, right?

Actually, it's happening right now

$TSLA 🐐

@elonmusk @Tesla_AI That was me! So excited to have been a part of this thank you! @elonmusk @Tesla https://t.co/6pY8gPSD3i


Summary: Author endorses Palantir CEO's claim that all market value flows to PLTR and NVDA, citing rule-of-80 leadership.

$PLTR & $NVDA are the TOP two companies in the rule of 80 frontier. Take a look.

"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/teMPExHQy8

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/noBMhJj7NE


Summary: Bullish PLTR; AI adoption is just beginning and Palantir stands to benefit substantially.

@aarongraham118 Well said. All we need is conviction. AI isn't stopping. It's already replacing jobs. Palantir will replace a lot of tasks. This is just the beginning! $PLTR

@TradexWhisperer I’m doing my part to push the price about the 50 DMA. 😊 I’ve bought the dip and will buy more. $PLTR will be reach $200 per share (possibly by year end, but probably in 12 months).

And I don’t think everything is priced in yet. In fact, in many ways, Karp is just getting


Summary: Government officials inquiring about RKLB rocket availability for missions — framed as a bullish catalyst.

🔥 $RKLB has been contacted by government officials about the status of their rockets and when they might be available for government missions. https://t.co/XwtZ1oHhDe

---

https://t.co/TzBOLqk2z9


Summary: Prefers owning TSM and MU over MRVL; bullish on both as foundry king and HBM play.

@GoCowboysX6 I would rather own $TSM (King of Foundry) or $MU (HBM)


$MU PT Upgrades Post-Q3 2025 Earnings:

Citi: $130 → $150
UBS: $120 → $155
Susquehanna: $150 → $160
Rosenblatt: $172 → $200
Deutsche Bank: Initiated at $150

Summary: Shares multiple analyst PT upgrades for MU post-Q3 2025 earnings, all raising targets higher; adopts bullish stance.

$MU Next Gen HBM (12-Stack) is already in Production

"We are executing well on our HBM ramp and product development roadmap. Our yield and volume ramp on HBM3E 12H is progressing extremely well, and we expect shipment crossover in FQ4"

"Micron has delivered samples of HBM4 to https://t.co/s3NTZZV7xO


Summary: Calls OSCR a dump after the recent +8% pop; bearish stance.

$OSCR DUMP it is 🫥 https://t.co/lahtC8muKE

🟦 $OSCR Is this another PUMP before the DUMP or the start of a legitimate reversal?

Yesterday: BLUE Candle Alert
Today: +8% Gains

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Summary: Bullish RDDT: Bollinger Band contraction + blue candle signal point to imminent climb toward upper band.

🟦 $RDDT Another Climb Incoming?! 💰

Assisted by the (D) BLUE candle, the price is moving toward the upper Bollinger Band and the band is contracting. Touchdown -> Climb seem inevitable 👀

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🟦 $RDDT Great Support from the middle Bollinger Band. Fib Channel 100% Challenge Incoming? The Band is contracting!

May (D) BLUE Candle: 60% Gains 💰
July (D) BLUE candle: 83% Gains 💵

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$223 가능해 보입니다

Summary: Agrees with parent's bullish NVDA view; sees ~$223 as achievable by November.

@TradexWhisperer 11월까지 매크로가 버텨준다면, 230불 부근은 가지 않을까 생각합니다.


Summary: Author endorses buying MU dip, citing multiple analyst PT upgrades (Citi $150, UBS $155, Susquehanna $160, Rosenblatt $200, Deutsche Bank $150) post strong Q3 earnings on AI/HBM demand.

$MU BS News. Buy the Dip. Tons of PT Upgrades from Citi, UBS, Susquehanna, Rosenblatt & Deutsche Bank after Q3 Earnings

Citi: Raised PT from $130 to $150 on June 26, 2025, maintaining a Buy rating. The upgrade was driven by strong Q3 results, with revenue of $9.3 billion and EPS of $1.91 surpassing estimates, fueled by AI-driven demand and DRAM

UBS: Increased PT from $120 to $155 on June 26, 2025, with a positive outlook citing improved DRAM and NAND pricing visibility into 2026

Susquehanna: Adjusted PT from $150 to $160 on June 26, 2025, reflecting confidence in Micron’s HBM market share and data center demand

Rosenblatt: Raised PT from $172 to $200 on June 26, 2025, maintaining a Buy rating, driven by Micron’s record DRAM revenue and strong HBM growth

Deutsche Bank: Initiated coverage with a Buy rating and a PT of $150 on June 26, 2025, highlighting Micron’s positioning in AI memory markets


Summary: Bullish PLTR; author enthusiastically endorses Karp's thesis that Palantir is the defining AI-execution platform customers are increasingly adopting.

🔥 $PLTR THE BEST TWO MINUTES of Alex Karp's CNBC interview earlier this year.

"IF THE AI REVOLUTION IS DEFINED BY WHO GETS PAID THEN CLEARLY WE'RE DOING SOMETHING RIGHT"

"Customers react very strongly positively to what we're doing because it actually is disruptive in a positive way. They also react very strongly and positively to it because in fact the way we're doing it embodies a cultural way of organizing around tech that all these companies actually want to embrace meaning, flatten the hierarchy get to the value proposition"

"Does it execute in the cheapest, most efficient, and safest way? There may be many ways to do that, but one way that I think people increasingly see that works is BY PALANTIR"

$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 PLTR: partner Voyager Space CEO cites blowout quarter and deep strategic partnerships across Starlab, ISR, and ISS edge computing.

$PLTR Palantir partner Voyager Space CEO mentions Palantir 8 times durings its earnings call today 👇

"Palantir blew their quarter out yesterday, so we were happy to see that.

"And then just final point, I just want to emphasize that Palantir is also a partner on Starlab ... also supply chain optimization and other technologies and capabilities that they have that can enhance our entire program. So very much -- a really important partner for us."

"So we're partnering with Palantir in a couple of ways. One, of course, is our, I'll call it, software stack in general and as part of that, our ISR business is actually growing quite robustly."

"we're partnering with NVIDIA and Palantir to create an edge computing device that we would get on the manifest with NASA and run a demonstration mission on the ISS."

🟦 $PLTR If you bought at (W) BLUE candle in April and held through the green smart candles, your position would’ve been up by 96.7% at some point today

As the Market Wizards say, "Money is made by sitting" and for us that would sitting through the (W) green smart candles. https://t.co/X48jTdv1cX


Summary: Bullish RDDT as essential community data layer for LLMs, with high-margin licensing + ad growth.

The key to Large Language Models delivering human-like conviction and relevant insights on current events, products, and personal matters is tapping into $RDDT's community data.

Reddit is poised to be the heartbeat of community-driven AI.


Summary: Shares Citi's constructive call on PLTR: expects 2-3pt revenue beat in Q2 on AI government and commercial strength.

🚨 $PLTR Citi Expects Revenue Beat On AI Government, Commercial Strength

"We are constructive on commercial fundamentals into Q2 results," Radke said in a report published on Wednesday. "We expect a 2 to 3 point beat on revenue with upside to both government and commercial revenue consensus estimates. While the acceleration in government has been impressive, second half growth has a tougher compare."

"We continue to see strong AI government demand with Palantir signing a five-year $100 million contract with The Nuclear Company and contracts with the U.S. Navy (partnered with Anduril)."

"We see potential tailwinds from the increasing adoption of AI across enterprise"

Also, Palantir stock holds a Composite Rating of 99 out of a best-possible 99. IBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.

---

https://t.co/1Y3blH3WdJ


Summary: Bullish PLTR on rapidly expanding TAM across data-driven enterprise use cases.

🐐 $PLTR How Palantir Helps Businesses Make Millions Through Data and Why their TAM is Expanding at an Unprecedented Rate

Real-Time Decision Making
Smarter Supply Chains
Manufacturing Efficiency
Operational Efficiency
Predictive Maintenance
Faster Drug Development
Instant Fraud Detection
Customized Customer Experiences
Enhanced Risk Management
Financial Mergers and Acquisitions Insight
Sustainable Growth

🐐


Summary: Gaming/AI PC record revenue signals strong consumer sentiment; bullish for economy and MU.

🚀 $NVDA Gaming & AI PC - Probably unpopular segment but THIS IS THE BIGGEST TAKEAWAY

Record $3.8B Q1 Gaming & AI PC revenue, up 48% QoQ and 42% YoY, is a KEY signal of strong consumer sentiment in the broad market. This is bullish for the economy and $MU

- Announced GeForce RTX™ 5070 & 5060 with Blackwell graphics, starting at $299 desktops, $1,099 laptops 💻
- NVIDIA DLSS 4 now in 125+ games, incl. Black Myth Wukong, DOOM: The Dark Ages, Indiana Jones, Marvel Rivals, Star Wars Outlaws 🌟
- Nintendo Switch 2 powered by NVIDIA processor & AI-driven DLSS, up to 4K gaming 🕹
- RTX Remix modding platform launched, with 2M+ gamers, plus Half-Life 2 RTX demo release 🛠

$NVDA Data Center Q1 revenue: $39.1B, up 10% QoQ, 73% YoY 🚀

- Building AI supercomputer factories in the U.S. with partners 🇺🇸
- Introduced NVIDIA Blackwell Ultra & NVIDIA Dynamo for AI reasoning ⚡
- Partnered with HUMAIN to build AI factories in Saudi Arabia 🤝
- Unveiled


Bull Market Incoming Fueled by Tariff Delays, Artificial Intelligence, and NVDIA Earnings

Summary: Bull market call driven by tariff delays, AI tailwinds, and NVDA earnings; bullish broad market and NVDA.


Summary: Bought more TSLA shares, views current level as a buyable dip.

@SigmaFemale1818 @elonmusk I think it's a nice dip to buy! Added some more shares.

@TradexWhisperer @elonmusk Elon is a visionary and he makes things happen bc he is aligned with his principles and convictions. This signals buy the dip $TSLA and think it’s bullish for SpaceX IPO 🧐


You are about to witness a Mega Cycle that will flatten $MU cyclical behavior. Forward PE is 10 — nearly a single digit. This is the valuation of a company whose AI Memory is directly enabling $NVDA Blackwell GPUs

Summary: Strongly bullish MU at ~10x fwd PE as AI memory enables NVDA Blackwell/Rubin; calls it a Mega Cycle that eliminates historical cyclicality.

$COST Forward PE is 49
$MU Forward PE is 10

Nearly a single digit. This is the valuation of a company whose AI Memory is directly enabling $NVDA Blackwell GPUs and upcoming Rubin, so on and so forth.

You are about to witness a Mega Cycle that will flatten $MU cyclical behavior.

$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


AI Memory is directly enabling $NVDA Blackwell GPUs and upcoming Rubin, so on and so forth


Summary: Enthusiastic verdict on PLTR earnings as a massive beat; implies durable bullish momentum.

$PLTR Earnings Summed Up

It's like I ordered a Dave's Single from Wendy's but got a Dave's TRIPLE stacked with extra cheese, bacon, and a side of fries and a Milkshake.

What a feast.

🐐 $PLTR Alex Karp during Earnings

"This is a once in a generation truly anomalous quarter and we're very proud and we're sorry that our haters are disappointed but there are many more quarters to be disappointed, and we're working on that too." https://t.co/67y7Uy7ul0


Don't forget what Alex Karp said about growth: "We're growing faster than we are even able to grow, like we're going to have to start turning away people"

Summary: Endorses bullish PLTR thesis by highlighting Karp's demand-outpacing-capacity growth quote.

👀 $PLTR Don't forget what Alex Karp said about growth

"We're growing faster than we are even able to grow, like we're going to have to start turning away people ..." https://t.co/sz2F83L5Rx


Summary: Bullish RKLB; endorses Neutron launch opportunity thesis with booked missions and reusability.

$RKLB Massive Opportunity https://t.co/MvrbRpfGEy


Summary: Bullish PLTR expecting another all-time-high close.

🔥 $PLTR Going for another ATH Close. LFG! https://t.co/QfaGRjFEOR


Summary: Bullish PLTR; its Ontology tech deemed more vital and valuable than Bitcoin's blockchain.

$PLTR Ontology is far more vital and valuable to human society than Bitcoin's Blockchain Technology


$MU Rosenblatt Securities Raises Micron's Price Target to Street-High of $200, Reiterates Buy Rating

Summary: Shares Rosenblatt's Street-high $200 PT and Buy reiteration on MU, adding context of three new US DRAM fabs planned.

$MU Three New US Fabs Are Being Planned to Meet Future DRAM Demands

•Our first Idaho fab, ID1, achieved another key construction milestone in June
• We expect first DRAM wafer output at ID1 to begin in the second half of calendar 2027, with customer qualifications to follow.
• The second Idaho fab, ID2, will benefit from manufacturing economies of scale with ID1, and add to R&D co-location benefits with greater efficiencies and faster time-to-market.
• To meet anticipated demand, ID2 will begin production before the first New York fab.
• We expect to begin ground preparation in New York later this year following the completion of state and federal environmental reviews.

🚨 $MU Rosenblatt Securities Raises Micron’s Price Target to Street-High of $200, Reiterates Buy Rating

On June 26, Rosenblatt Securities raised the price target on MU from $172 to a Street-high of $200, reiterating a Buy rating on the stock.

Kevin Cassidy from Rosenblatt https://t.co/PNMxjB8jVW


Summary: Holds RDDT long; excited about its growing portfolio contributions.

Alright, folks! Here's my YTD return.
All thanks to $PLTR, $RKLB, and $HIMS.

$RDDT is starting to make significant contributions to my portfolio. I'm really excited about it!

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Summary: Bullish PLTR: Qualcomm CEO name-drops Palantir as sole Enterprise AI platform partner, signaling growing corporate demand.

🔥 $PLTR Companies really wants to associate with Palantir.

Qualcomm CEO mentions Palantir as its partners during the earnings call. Palantir is the only Enterprise AI platform partner in the list.

"Our broad range of OEMs and partners now includes companies such as ASUS IoT, Dell, EverFocus, iBase Lenovo, Deloitte, HUMAIN, Palantir and many others."

Qualcomm and Palantir are collaborating to run Palantir's Ontology and AI capabilities on Qualcomm's advanced edge computing platforms—extending AI capabilities to the edge, enabling real-time insights and data-driven decisions in various environments.
The collaboration offers scalable AI solutions for manufacturing, industrial, and automotive sectors, enhancing efficiency, product quality, and addressing complex challenges.
The collaboration focuses on real-time data processing in remote and offline environments, allowing customers to utilize AI and data insights regardless of their location or connectivity status.


Summary: Bullish RKLB: strong revenue growth already without Neutron; implies much more upside once Neutron launches.

$RKLB Revenue Growth WITHOUT Neutron. Now imagine... https://t.co/0i3XbnUVuG

$RKLB Neutron's Stage 2 has been cryogenically proofed - the LAST milestone before STAGE TESTING at Launch Complex 3 ahead of Neutron's debut launch. https://t.co/CSJP6hFmhP


Summary: Bullish PLTR: Foundry/AIP enabling enterprise-grade AI systems, framed as the real AI revolution justifying institutional accumulation.

$PLTR

YouTube empowered individuals into broadcasters and studios.

Now, Foundry and AIP are empowering anyone to build massive, enterprise-grade systems.

This is the real AI revolution

https://t.co/mli4wNmccy


Summary: Bullish PLTR: six days of 50-SMA support, mini-base at $154-$158.50, breakout implied next.

💯 $PLTR Rule of 40, Score of 100 Incoming 🟦

Six days of 50 SMA support and building a mini-base in the $154-$158.5 range. We all know what happens next.

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💪 $PLTR Five Days of 50-SMA Support

The level is still standing strong. The market is telling you something. Twice the rule of 40 and even more, Score of 94. 10x Revenue Incoming

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Summary: Long MU: HBM set to permanently reshape cycle dynamics, adding ~40% revenue; automotive leadership amplified by RoboTaxi; paradigm shift and super cycle incoming.

$MU Here's my take. Market is looking at the rear-view mirror, looking at the past and accustomed to its old habits, old ways and old Micron, anchored to an old dusty photo of Micron with DRAM, NAND & NOR chips on it.

Market fails to take into account that HBM is about to change this company, not just this quarter, not this 2025 but FOREVER. The peak and trough of their cycles will be greatly attenuated because HBM3,4,5 is expected to add about 40% more revenue, one huge line of products to their existing portfolio and this will play a constantly rhythmical music for years rather than making dramatic intro without a satisfying continuum.

You just gotta remember HBM was a product that Micron never sold in a significant way and now it's headed to become the most important product they've ever made in its history.

Paradigm shift and Super Cycle is incoming, driven by AI evolution, Rate Cuts and also RoboTaxis. The RoboTaxi evolution is going to make current Micron's Automotive leadership even more pronounced and prominent over the next several years.

HBM + Automotive is the future and Micron is leading it.

Dips will ALWAYS be a Bargain of the Century. Time it correctly. If you are lost our smart candles can help.


Summary: Samsung failing Nvidia HBM3E test is bullish for Micron as the beneficiary.

$MU First to green among semiconductors.

I wonder why 🤔 https://t.co/lcagCs9Wb4

$MU Samsung reportedly fails third Nvidia HBM3E test; eyes re-certification in September

BULLISH FOR MICRON 🔥 https://t.co/uERhzsYVsH


Summary: Bullish TTD on weekly tiny blue candle signal; expects $85–$122 gap fill.

🟦 $TTD (W) Tiny BLUE candle? 61% Large Gains

$85-$122 gap fill incoming?

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Summary: Bullish PLTR: new Navy Secretary's efficiency focus and shipbuilding demo attendance signals more government contracts ahead.

$PLTR @SECNAV John Phelan who was at Palantir shipbuilding demo at @scsp_ai expo today, appeared on CNBC.

"Running the Navy isn’t all that different from running a business"

He discusses how he plans to apply his business background to the Navy, the importance of shipbuilding and aircraft carriers, future of warfare, and more

🚨 $PLTR @USNavy To Pursue MODERNIZATION to eliminate WASTE and INEFFICIENCIES so the sea services can get more bang for their buck under new Navy Secretary, John Phelan

I strongly believe Palantir is poised to win more contracts as it perfectly rhymes with Efficiency.

“I https://t.co/19zbaOLAxJ


Summary: Bullish RCAT and PLTR as beneficiaries of Hegseth's fast-track drone production orders; RCAT featured as SRR drone, PLTR's DC studio showcasing it.

Defense Sec. @PeteHegseth has issued sweeping new orders to fast-track drone production and deployment

Meanwhile in $PLTR Gadget Studio in DC Office
- $RCAT Short-Range Reconnaissance Drone
- SKYKIT/SKYDIO Short-Range Reconnaissance Drone
- @shieldaitech Drone, not on sight

🐐

- SKYKIT / SKYDIO 단거리 정찰(SRR) 드론
- REDCAT 단거리 정찰(SRR) 드론

- 실드 AI 드론은 없던걸로 https://t.co/PdmFJ8F9ey


Meanwhile in $PLTR Gadget Studio in DC Office


Summary: Bullish PLTR: highlights Navy Project Overmatch contract win with Palantir powering Maven Smart Systems AI/data infrastructure, concept-to-fielded in 8 weeks.

🚢 $PLTR Project Overmatch for Naval Information Warfare Capability

"As a result of CDAO’s Open DAGIR, Project Overmatch has worked with industry partners Palantir and Anduril to create an ecosystem to collect, move and store Navy data to allow joint capabilities to quickly turn that data into knowledge and capabilities usable by Fleet commanders. An example of that is Maven Smart Systems, an open, extensible platform powered by Palantir’s data and AI infrastructure and serves as a component of the Maven program. A unified tactical display that provides insight on vessels across the world, the Maven program overlays real-time ship readiness and sustainment data right at the user’s fingertips. As the first Open DAGIR capability created through a collaboration with Palantir, it went from concept to fielded in just eight weeks. Follow-on capabilities have been fielded in weeks versus years for traditional acquisition programs."

"Project Overmatch is a multi-command effort to enable a U.S. Navy and Marine Corps that delivers synchronized lethal and non-lethal effects in every domain. Teaming with the U.S. Air Force, Space Force, Army, Marine Corps and allied and coalition partners, Overmatch connects platforms, weapons and sensors in a robust Naval Operational Architecture that integrates with Combined Joint All-Domain Command and Control (CJADC2) for enhanced Distributed Maritime Operations."

"As a participant of a new pilot within the Department of Defense (DOD), Project Overmatch is charting new avenues in leveraging commercial technology to solve operational problems more rapidly than ever, with an emphasis on operational to tactical integration. With the strategic landscape becoming more complex due to an increased focus on information warfare, keeping pace with next-generational tools like artificial intelligence (AI) and machine learning (ML) is vital to ensure dominance in the digital battlefield."

---

https://t.co/vkZH0w8Wro


Summary: Bullish TSLA: Robotaxi transforms commute time, implying major upside re-rating of valuation.

$TSLA Society will never the same again

Time is priceless and if Robotaxis can transform all of our future commute times into something more valuable than just driving, then Tesla valuation is in for a paradigm shift.

My thoughts after 3 Robotaxi rides:

- Very smooth and comfortable. Similar to existing Tesla cars with FSD.
- App UI is intuitive but can use a couple upgrades (placing a pin anywhere, change trip while in car)
- It is completely and totally surreal.

As a Tesla owner and


Summary: Bullish TSM to $2T market cap on its role as foundry kingpin of AI chips.

🟦 If $NVDA is the King of AI Chips, then $TSM is the Queen. In time, it will likely become a $2 trillion company.

Last four (W) BLUE candles combined have yielded a 116% return and ongoing.

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Summary: Bullish PLTR targeting $167 after ATH close at $137.4.

🐐 $PLTR $137.4 ANOTHER ATH-CLOSE ACHIEVED

$167 INCOMING https://t.co/vqt3bZqBSS

🟦 $PLTR EVERY SINGLE BULLISH BLUE CANDLE (W) ALERTS HAVE YIELDED AT LEAST 50% RETURNS

Yeah, valuation is high but we don't care, we trust our data-driven Smart Blue/Pink Candle system.

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$MU Breaking out of a Bull Flag. The upper Bollinger Band is now acting like a magnet and it's climbing!

Summary: MU breaking out of bull flag with upper Bollinger Band acting as magnet; bullish momentum continues.

🟦 $MU Breaking out of a Bull Flag. The upper Bolilnger Band is now acting like a magnet and it's climbing!

The last two (D) BLUE candles surged as much as 21%, a total of 41% gains 💰

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Summary: Shares multiple analyst Buy/PT upgrades on MU post-earnings, all above current price; implied bullish endorsement.

🔥 $MU New Price Target Post Earnings

-Rosenblatt: $200
-Baird: $200
-JPMorgan: $165
-Mizuho Securities: $150
-UBS: $155
-Wedbush: $150
-Bank of America Securities: $140

$MU Data Center Revenue is on 🔥

Micron will never be the same company again


Summary: Bullish PLTR on Warp Speed manufacturing OS momentum and growing partnership cohort.

$PLTR What is Warp Speed, and how does it differ from Foundry?

Short Version: Warp Speed is for making things in factories better and faster, and Foundry is for helping businesses make smarter choices with all their information

Palantir's Warp Speed is an advanced manufacturing operating system designed to enhance production efficiency.

Palantir Warp Speed is like a super-smart helper for factories. Imagine you have a big LEGO set, but it's really hard to put together because you have to follow a lot of instructions and keep track of all the pieces. Warp Speed is like a magic tool that helps you put the LEGO set together faster and easier by giving you the right pieces at the right time and telling you exactly where to put them.

Palantir Foundry, on the other hand, is like a big brain for businesses. It helps companies understand all the information they have, like a giant puzzle. Foundry puts all the pieces together so the company can make better decisions, like knowing which toy to make more of because it's really popular.

Companies like Anduril Industries, L3Harris, Panasonic Energy of North America (PENA), and Shield AI are part of the inaugural cohort using Warp Speed to achieve significant efficiency gains, such as up to 200x improvement in managing supply shortages.

Palantir is aiming to Make American Manufacturing Great Again.

Here's the List of Warp Speed Partnerships:

Anduril Industries @anduriltech
L3Harris Technologies: $LHX
Panasonic Energy @panasonic
Shield AI: @shieldaitech
Epirus
Red Cat Holdings: $RCAT
Saildrone
Saronic @Saronic
Sierra Nevada Corporation
Ursa Major
Cyberlux Corporation: $CYBL
Divergent Technologies
The Nuclear Company @TheNuclearCo

Bullish 🔥


Summary: PLTR targeting $166.8 from current levels.

🔥 $PLTR wants $166.8 https://t.co/xLctGre9rH

🥳 My $PLTR gains on my long-term account is almost 600%!

Here's the journey since the Tariff "Recession" and how our group held shares for 78% gains since April on an already highly valued stock that many on X predicted would enter a "correction."

The first daily BLUE-GREEN https://t.co/Q8bPJKkeII


Summary: RACE expected to pull back to Fibonacci 1.618 level at $412, seen as an excellent long entry.

$RACE to the bottom of the Fibonacci Levels. Fib=1.618 ($412) would be an excellent entry point.

(D) PINK Candle safely avoids the fall. Our system serves as a compass and map for navigating the stock market.

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Summary: ACHR holding Fib 0 support; bullish candle potentially imminent with gap fill upside.

$ACHR holding at Fib 0 support. Current price remains within yesterday's range.

A bullish BLUE candle may be imminent. The gap is enticing!

Zero revenue. Technology & Growth. Speculative play. https://t.co/IXb3TRT5W0


Summary: Bullish PLTR: customers announcing partnerships unprompted signals strong demand and durable revenue.

$PLTR The fact that the customers are announcing these deals and Palantir is completely quiet and getting paid 💰. That speaks volumes.

🔥 $PLTR x Velocity Clinical Research Partnersship.

 Velocity Clinical Research, the leading fully integrated site organization, has announced a strategic partnership with Palantir Technologies to automate and streamline the notoriously complex payments reconciliation process in https://t.co/2rMbpw842I


Summary: Multiple federal agencies in talks to buy Palantir technology, with IRS pursuing permanent contract; author shares as bullish catalyst.

🚨 BREAKING $PLTR Social Security Administration, Internal Revenue Service and Department of Education are reportedly talking with Palantir to buy its technology -New York Times

"At the I.R.S., Palantir engineers joined in April to use Foundry to organize data gathered on American taxpayers, two government officials said. Their work began as a way to create a single, searchable database for the I.R.S., but has since expanded, they said. Palantir is in talks for a permanent contract with the I.R.S., they said."

"Representatives of Palantir are also speaking to at least two other agencies — the Social Security Administration and the Internal Revenue Service — about buying its technology, according to six government officials and Palantir employees with knowledge of the discussions."

"Palantir representatives have also held talks with the Social Security Administration and the Department of Education to use the company’s technology to organize the agencies’ data, according to two Palantir employees and officials in those agencies."

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https://t.co/HVM54Y774v


Summary: Bullish on drone-warfare beneficiaries PLTR, RDW, AVAV, RCAT as AI drone adoption accelerates.

$PLTR $RDW $AVAV $RCAT

Drone is the future of warfare

"Ukraine to receive 33,000 AI drone kits under US defense deal, FT reports" https://t.co/26i5GoMii5

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https://t.co/U307tdy9qJ


It's poised for an all-time high challenge, looking very bullish!

Summary: Bullish VRT: weekly blue candles historically yield 70%+ returns, Bollinger Band climb not yet started, all-time high challenge ahead.

🟦 $VRT Each (W) BLUE Candle has yielded over 70% returns, and the real Bollinger Band climb hasn’t even started. It’s poised for an all-time high challenge, looking very bullish! 🔥

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Summary: DCF model shows RDDT ~30% undervalued, implying upside from current price.

$RDDT ~30% Undervalued with Discounted Cash Flow Model Valuation https://t.co/9f3jzIl3V5


Summary: Palantir's Warp Speed OS expansion into Navy shipbuilding via BlueForge broadens its addressable market; bullish.

🚨 $PLTR WARP SPEED IS EXPANDING PALANTIR'S TAM.

BlueForge and Palantir to Create "Warp Speed for Warships" With AI to accelerate "warship production, fleet readiness, and digital transformation."

The idea is to use Palantir's existing Warp Speed operating system for manufacturers in order to better connect up shipbuilders, suppliers and other partners in the shipbuilding supply chain in a "digitally connected manufacturing ecosystem."

BFA has already been working with Palantir on "high-velocity shipbuilding," and the new program launch expands on that work. The initiative is funded by the Navy through the Maritime Industrial Base Program; it parallels recent efforts by HII to work with C3 AI on AI-driven production scheduling at Ingalls and Newport News Shipbuilding.

“Our strategic partnership with Palantir is about moving with urgency and precision -- equipping America’s industrial base with the tools it needs to meet unprecedented demand,” said Kiley Wren, BlueForge co-chief executive officer, in a statement included in the release. “With the Warp Speed for Warships program, together with our nation’s shipbuilders and suppliers, we’re helping the Navy deliver the modern digital infrastructure required to scale production."

BlueForge Alliance is based in College Station, Texas, and is best known for its https://t.co/Ap0V7Wgm7Y advertising campaign. Last year, the Navy handed the BlueForge Alliance a contract worth nearly $1 billion to strengthen worker recruitment and resourcing for the U.S. submarine industrial base. The gaps in the nuclear submarine workforce are among the Navy's biggest procurement concerns: The Navy's sub suppliers need to increase production fivefold in order to meet strategic needs, and the deadline for ramping up is just four years away. The Navy is on a tight timetable to build replacements for the aging Ohio-class ballistic missile subs while also delivering more Virginia-class boats.

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https://t.co/oA4hO092Ee


Summary: Endorses TSM as a great pick, hub of all semiconductors.

@BuyZecNeverSell $TSM IS GREAT CHOICE. IT"S THE HUB OF ALL SEMICONDUCTORS


Next month $HIMS will challenge ATH of $72.98 and ATH close of $68.74

Summary: HIMS expected to challenge all-time high of $72.98 next month.


$PLTR will reach $170 (Fibonacci 1.618) within three months

Summary: Long PLTR to $170 Fibonacci 1.618 target within three months.


Summary: Bullish ZETA: Blue-Green candle signal active, targeting 100 WMA with prior breakout above it sparking a massive rally.

🟦 $ZETA Blue-Green Candle Signal Active! 🚀

Targeting a critical test of the 100 WMA
Last breakout above the 100 WMA sparked a massive rally!

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👀 $ZETA Is the bottom in?

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Summary: Bullish PLTR as exceptional software set to dominate beyond the typical 'software eating the world' thesis.

$PLTR

Sure. Software is eating the world
But an exceptional software will DEVOUR the world


Summary: Bullish TMDX on Cup & Handle pattern with rebound from weekly middle Bollinger Band.

🟦 $TMDX Cup & Handle Pattern. It has rebounded from (W) Middle Bollinger Band. Looking Bullish!

(W) BLUE Candle Alert went out in January 🤷♂

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Summary: Bullish RKLB on a recurring weekly 'blue candle' signal; prior signals returned 717% and +59%.

🟦 $RKLB Another BLUE candle (W), another rare opportunity. The first BLUE candle gained 717% while the 2nd one, alerted last month, is on track for another handsome gain (+59%). These two blue candles (W) are nearly 1 year apart.

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https://t.co/0zGLSoe6OC


Summary: Endorses bullish stance on PLTR following $10B US Army enterprise contract consolidation.

🚨 $PLTR The U.S. Army on Thursday said it was consolidating dozens of contracts into a single enterprise deal with Palantir, giving it volume-based discounts and the option to purchase up to $10 billion from the software provider over 10 years.

The Army said the goal of this consolidation was to shorten procurement timelines and remove contract-related fees so it can deploy data integration and artificial intelligence tools faster.

Bullish 🔥

$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: Shares Rosenblatt Buy reiteration + street-high $200 PT on MU, highlighting strong HBM3E ramp and HBM4 production progress.

$MU Next Gen HBM (12-Stack) is already in Production

"We are executing well on our HBM ramp and product development roadmap. Our yield and volume ramp on HBM3E 12H is progressing extremely well, and we expect shipment crossover in FQ4"

"Micron has delivered samples of HBM4 to multiple customers and expects to ramp volume production in calendar 2026, aligned with our customers’ plans."

"Micron’s HBM4 leverages our well-established 1-beta DRAM technology, along with an internally developed and manufactured advanced CMOS logic base die, to deliver bandwidth exceeding 2.0 TB/s per memory stack—over 60% higher performance than the previous generation. Additionally, Micron’s HBM4 offers a 20% lower power consumption compared to the already industry-leading power performance on our HBM3E 12-high product, setting new benchmarks in power efficiency for this product category."


Summary: Bullish VRT: weekly chart approaching middle Bollinger Band, rebound expected; AI tailwind ongoing.

🟦 $VRT (W) PINK-RED candles. Approaching the middle Bollinger Band. Rebound incoming. AI revolution is just getting started.

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

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Summary: Bullish PLTR as the gold standard for AI/software, repeatedly cited across industry earnings calls.

🪙 $PLTR It's becoming increasingly clear that Palantir has become the GOLD standard for the AI & Software industry. Many earnings calls across software industry mention Palantir, over and over again.

Palantir the Goat🐐

🔥 $PLTR During Intellect Design Arena's earnings call, Palantir was mentioned 15 times, a strong desire to associate with Palantir.

"We are not replacing Palantir right now. I think we are too young a player to fight that battle. It's a $300 billion company Palantir. So we will https://t.co/CslwzXgQs3


Summary: Shares Palantir CEO's bullish earnings quote with a goat emoji, endorsing durable strength.

🐐 $PLTR Alex Karp during Earnings

"This is a once in a generation truly anomalous quarter and we're very proud and we're sorry that our haters are disappointed but there are many more quarters to be disappointed, and we're working on that too." https://t.co/67y7Uy7ul0


Summary: Holding RDDT long into earnings despite the run-up; bullish into the print.

🟦 $RDDT Attempting an upper Bollinger Band climb with bullish sentiment ahead of earnings this afternoon. It was up as much as 9% today.

Those with low conviction should consider trimming. Me? I am holding!

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🟨 $RDDT Confined in the structure with (W) Trim Candles. Earnings next Thursday. (D) Candles rose above the middle Bollinger Band. Looking Constructive.

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Summary: Bullish HIMS: massive European customer acquisition + 31% short interest sets up a short squeeze.

$HIMS SHORT INTEREST IS 60,880,774 SHARES (31.3%)

AND THEY ARE ABOUT TO BE F**K*D https://t.co/bOqragdOma

$HIMS JUST ACQUIRED OVER 1 MILLION CUSTOMERS OVERNIGHT 🔥

Best Trade Ever

"The acquisition of Zava will bring over a million customers in the European market and launch it for the first time in Germany, France and Ireland. The acquisition will also expand Hims & Hers’ presence https://t.co/0PYzjqRVRK


Summary: Bullish MU as the beneficiary filling Samsung's HBM3E supply void with Nvidia.

The supply void created by Samsung's inability to qual HBM3E with $NVDA will be fulfilled by $MU's cutting edge HBM3E.

Samsung's profit shrank more than expected after encountering hiccups in plans to sell cutting-edge AI memory to Nvidia https://t.co/Ye0Va84Adx


Summary: Endorses $200 PT raise on PLTR on AI hyper-growth demand and off-the-charts commercial growth.

Raising PT on Palantir to $200 reflecting continued hyper growth demand for the company’s AI product suite with the use case era of the AI Revolution now here.  Commercial growth is off the charts and speaks to this unique value PLTR brings to the table with AI Revolution 🏆🔥🐂


Summary: Long MU on AI/HBM tailwinds; sees 30-40% upside as market hasn't yet priced it in.

@SethBRKV AI & HBM is gonna make $MU. I am waiting for the market to realize that. I think therr is at least 30-40% upside. We'll see.

@TradexWhisperer Additional issue: it's a value company, not a hot thing.
No palantiring or himsing expected.
The same issue with ASML and TSMC
I think


No they can't. ... I don't see any competition.

Summary: Bullish NVDA: dismisses margin-compression bear thesis, says AMD/AMZN/GOOGL/AVGO ASICs cannot compete with Nvidia GPUs.

Bears think $NVDA margins are not sustainable. They believe $AMD gpus and $AMZN $GOOGL $AVGO ASICs can compete. No they can't.

Accounts with 80k followrs support this theory which is laughable at best. Prius vs Lamborghini. Not the same.

If margins drop then yes I think price will go down but I don't see any competition.


Summary: Long PLTR, NVDA, TSM, TSLA, MU on AI as an unstoppable tidal wave immune to tariffs, bears, regulations, and uncertainty.

Artificial Intelligence is an  Inevitable Tidal Wave

The tariffs can’t stop it
The bears can't stop it
Skeptics can't slow it.
Regulations won't halt it.
Fear won't derail it.
Uncertainty won't stall it.
Competition only fuels it.

Long $PLTR $NVDA $TSM $TSLA $MU


Summary: Explicitly bullish on Rocket Lab on Neutron development and growing small satellite launch market.

🚀 $RKLB Neutron's Stage 1 Upper Section, Hungry Hippo. Rocket Lab is hungry for more launches

Bullish 🦛🔥 https://t.co/mXtR9E5lEj

SpaceX is dominating. Why does $RKLB Rocket Lab even exist?

@RocketLab exists because the Small Rocket Market is UNDERSERVED. It's a niche market but it's growing.

Rocket Lab is carving out its niche by offering RAPID, reliable, and precise small satellite launches. While https://t.co/AuvScmixGG


Summary: Bullish on RDDT; recommends it as one to look out for.

@knightseek There are many and so little time to cover all of them. I think $RDDT is good shape.

@TradexWhisperer Any suggs on the next one to look out for ?


Summary: MU just bounced off mid-Bollinger Band; author expects bullish candle next.

🟦 $MU: Just bounced off the middle Bollinger Band.

Bullish BLUE candle coming next? https://t.co/C99DyFTmkm

$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; Rule of 40 score of 94% deemed unstoppable.

🐐 $PLTR Rule of 40, Score of 94%

Holy Cow. Unstoppable. https://t.co/DCnsV2OxWl


Summary: Endorses MU as a bargain: low PE/PS, 50% sequential HBM growth, surging DRAM/NAND prices, 100% YoY data center revenue growth.

👀 $MU 100% YoY growth in Data Center Revenue

“Micron delivered record revenue in fiscal Q3, driven by all-time-high DRAM revenue including nearly 50% sequential growth in HBM revenue. Data center revenue more than doubled year-over-year and reached a quarterly record, and consumer-oriented end markets had strong sequential growth,” said Sanjay Mehrotra, Chairman, President and CEO of Micron Technology.


Summary: Long HIMS with $67 price target by earnings, based on Blue Candle strategy signaling 80%+ gain potential.

🟦 $HIMS (W) BLUE Candles comes three times every year and each has the potential to delivery over 80% gains.

Closed just above the Fib=0.786 but I don't think we'll challenge Fib=1 ($80) until after earnings.

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🟦 $HIMS PRICE TARGET $67 BY EARNINGS

BLUE-PINK Candle Strategy = Consistent Gains 🤑

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Summary: BTC heading above $120k.


Summary: Bullish RDDT; expects price to reach Fibonacci 100% target ~$240 after ATH rejection at $230.

$RDDT ATH $230 challenged but rejected today but I think the market will eventually take it to Fibonacci=100% (~$240) and that's the REAL challenge.

💰 122% Gains since the May (D) BLUE candle

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🟩 $RDDT A little pause before challenging ATH $230

17.4% Revenue Beat & 136% EPS Beat: This Monster quarter is worthy of ATH challenge.

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Summary: Holding and adding to memory stock position; more upside ahead despite cyclicality concerns.

@Pregory1 I've been holding and adding because people still think it's "cyclical" there is more upside left.

@TradexWhisperer I’m holding some shares from $67, and I’ve been in and out of the stock since it was under $30. I’ve been calling it a member of the #OPECofMemory for 6+ years. But it is still cyclical. The only question is how big this super-cycle will be.
#memoryCartel https://t.co/lXZRV3PYEw


Summary: Bullish TSMC to $2T market cap on Silicon Photonics, Co-Packaged Optics, and COUPE platform catalysts.

$TSM ✅ $1.5T Market Cap → $2.0T Incoming

Don't sleep on TSMC's Co-Packaged Optics and COUPE Platform. Silicon Photonics Incoming.

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

$2 Trillion Market Cap: Inevitable


Summary: Holding MU long, targeting a bigger upside move as price climbs upper Bollinger Band.

🍷 $MU (M) BLUE Candle → Upper Bollinger Climb

We've been holding because the smart candles told us to. We don't chase small wins. We sacrifice them for bigger ones like this.

Cheers. https://t.co/yMlLKIfuah

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

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


Summary: Bullish MU at all-time high close; calls it the beginning of further upside on HBM growth and DRAM/NAND price surge.

💰 $MU All Time High Close. This is just the beginning. https://t.co/2IBF5WRJIL


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

$MU Just trust me https://t.co/rDoiuIcWxB


Summary: MU extremely cheap at ~10x forward P/E vs WDC at ~30x despite being peers; strongly bullish MU, implicitly cautious on WDC valuation.

$WDC LSEG just dropped a research report on Western Digital with a solid score of 8, just slightly below Micron's.

But look at this gap:
$WDC forward P/E ~30x
$MU forward P/E ~10x

They're peers in the Storage Business.
$MU is extremely cheap. https://t.co/ml0gjagp7Q

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

Micron scored 9, highest among its peers.

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


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

Summary: Bullish PLTR: curates 27 customer testimonials showing transformative ROI across industries as evidence institutions are right to accumulate despite stretched valuation.

$PLTR Direct Testimonials from 27 Customers

UNITED AIRLINES
"We deployed Chime late last year…we’ve already saved almost 300 delays, 20 cancellations...this represents millions of dollars of cost avoidance."

WENDY'S QUALITY SUPPLY CHAIN CO-OP
"Now, we've not only fixed our inventory problem, we've now taken a problem that would go on for weeks and days and fixed it in five minutes, making our people incredibly efficient."

GENERAL MILLS
"We’re saving on average about $40,000 a day, which is about $14M annually – and it’s really only deployed to part of our network."

SOMPO JAPAN
"So, what was the impact? Over the last three years, we have seen a $60 million improvement in profit. And we expect an additional $100M over the next three years."

ESI
"I attended a bootcamp not too long ago...and in 90 minutes, [the team] built an AIP module that was able to read a very poorly made scan...and issue a remarkably good judgment. This has blown our minds."

CAZ INVESTMENTS
"With AIP, we can now process over 100 times more leads with the same amount of resources. This has reduced our lead processing time by over 90%. This would not have been possible without AIP."

PANASONIC ENERGY NORTH AMERICA
"Ask Atom [powered by Palantir AIP] serves as a vital training tool for our new, and even veteran technicians – cutting that 3-6 month learning curve down to just a few weeks."

AARP
"Foundry and AIP have been terrific for us. We launched the first prototype within 45 days. And that was just amazing from my perspective."

LOWE'S
"In less than four months, we created something from POC all the way to production. Palantir has made us faster and smarter."

AT&T
"[S.C.O.U.T] began as a joint effort between AT&T and Palantir, and now has over 100 AT&T dedicated engineers and a dedicated support team…for this application. It's just one of the 660 applications we have on Foundry today."

WALGREENS
"We started with the goal of piloting 10 stores within about six months. However, leveraging Foundry and AIP, we began to see real promise quickly in composing AI-powered, end-to-end workflows that allowed us to get to about 4000 stores within eight months."

FUJITSU
"We've combined Foundry's data integration capabilities and Fujitsu's machine learning AI to transform our operations … creating alert systems, demand forecasting, inventory control systems, and so on. This transformation resulted in an impressive annual cost reduction of $9M within just 3 months."

L3HARRIS
"I did not want a dashboard to tell me I was in trouble. I know when I'm in trouble. I wanted someone to give me some predictives, and some ways to...get me not only technologically advanced, but decisionally be more agile and and able to maximize cost [savings] and efficiencies."

WALGREENS
"We needed to start scaling and building out autonomous orchestration. If we were to rely on humans solely...that would amount to about 384 billion decisions every day. It would be flat out impossible."

HEINEKEN
"We had a great chassis of the car. But our engine was underpowered. So we went to Palantir because we want to have the best engine out there...In three months, [the teams] built what took us three years before."

PAREXEL
"We estimate that this solution reduces our time to submission materials by over 50% from the current 10 to 12 week average to around 3 to 4 weeks. We can create this process, manage the process, standardize it...and cut [in] half the time that is required to get there."

LENNAR
"It was totally quiet for 14 minutes. People were just in awe. All total hell broke loose, because people completely couldn’t believe what they had seen."

ARCHER AVIATION
"We’ve been able to build an ontology...and really get this all to come together in a faster time scale than ever been seen for an aircraft certification program of this magnitude."

CUMMINS
"You’ve got to have the right technology to be able to access [your data] fast...efficiently. That’s the difference with Foundry and building ontologies."

JACOBS
"Palantir's frontline mixed reality capabilities...will complement our technology goals of worker enablement and job site safety. No matter what industrial site our teams are at...workers gain access to data and insights in the field where it's most relevant and critical."

TAMPA GENERAL HOSPITAL
"Palantir is going to be front and center for everything that we do…[the platform] is a strategic differentiator for us."

NORTHWIND TECHNICAL SERVICES
"We chose Palantir because their products are absolutely best in the class. We partnered with Palantir because their core values match with Northwind core values. And last, we win with Palantir because this relationship will make us a better competitor."

EATON
"We like to say that we make what matters work. Palantir is helping us focus on what matters."

HCA HEALTHCARE
"We have a better-balanced schedule. We have a better complement of competencies every single day. A unique feature of this scheduling system also allows us to balance it out in the future."

CINTRA FERROVIAL
"It is important that in real-time we can send out help right away. So that we can not only make our operations more efficient, but it can save lives."

CPKC
"We are building for the future, on a platform that we think is scalable for the future."

Fannie Mae
"It was a mortgage fraud case. There's a lot of paper, reams of paper. It took our really talented investigators 60 days to detect fraud in these files. It took your technology 10 seconds, like holy cow"


Summary: Long MU: AI memory bottleneck + HBM platform upgrade not yet reflected in analyst estimates; value flows to Micron.

$MU Hyperscalers just reported massive CapEx surges.

AI training and inference remain severely memory-bottlenecked. Obviously, value flows one way: high-bandwidth AI memory (HBM).

Micron now sits on a new powerful HBM platform. Analysts still haven't re-priced this new reality. https://t.co/Vx93u431Dl

$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


UBS: Raised to $450 from $400 with Buy rating ... Phillip Securities: Initiated coverage at $500 with a Buy rating

Summary: Shares multiple bullish PT raises on MU: UBS to $450, Phillip Securities to $500, on memory shortages persisting through 2027 and HBM share gains.

$MU Renewed Price Targets for February

-UBS: Raised to $450 from $400 with Buy rating

"Memory shortages (both DRAM and NAND) are expected to persist through 2027, with DRAM shortages likely continuing into Q4 2027 and NAND into Q1 2027."

-Phillip Securities: Initiated coverage at $500 with a Buy rating

"The company is expected to 'chip away' at SK Hynix's market share in HBM when its next-generation HBM4 ramps beyond Q2 2026 (potentially gaining share in Q3 2026 and beyond)."

"Forecasts a 56% rise in DRAM prices for fiscal 2026, driven by severe shortages and tight supply."

"Emphasizes Micron's improving position in HBM, with DRAM shortage fueling significant pricing upside and strong long-term growth in the AI memory supercycle."


Summary: Sarcastic dare to short PLTR; author is implicitly bullish given Rule of 40 score of 114 and institutional buying.

$PLTR Rule of 40, Score 114

Sure, go ahead and short it https://t.co/awvuQhmHPL


Summary: Bullish MU: supply unable to keep up with demand, forecasted to persist into 2027; low valuation supports long thesis.

$MU Everyone is boosting their productions but still unable to keep up with demands and it's forecasted to continue WELL into 2027 https://t.co/TNOifHeVSh


Summary: Bullish RDDT: authentic human-generated content is a durable moat in the AI era.

$RDDT Every bit of Reddit content is authentic human-generated data, the platform's most valuable asset and a true moat in the AI era.

Great read 👇


Summary: Bullish MU; DRAM crisis/rally only just started, endorsing bargain valuation and HBM/memory price surge thesis.

🟦 $MU DRAM crisis has only just started

Translation: $MU rally has only just started 🔥 https://t.co/fCwfr2tO2d


Summary: Shares/endorses multiple raised price targets on MU including Cantor Fitzgerald's $450 PT with Overweight rating on AI/HBM demand.

$MU Price Targets Keep Getting Raised ⏫

Cantor Fitzgerald raised its price target on Micron to $450 (from $350) with an "overweight" rating, implying roughly a 34% upside, and multiple other brokers have recently lifted targets amid stronger AI/HBM demand. https://t.co/KeZZ1uVDVk


Summary: Strongly bullish MU; cites tectonic fundamental shift underway.

$MU I can't be bullish enough. Read our AMA if you want to build conviction.

Fundamentals matter. A tectonic shift is underway. https://t.co/x4WRcRFuF6

$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 TSM targeting $2 trillion market cap.

🟦 If $NVDA is the King of AI Chips, then $TSM is the Queen. In time, it will likely become a $2 trillion company.

Last four (W) BLUE candles combined have yielded a 116% return and ongoing.

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Summary: Bullish MU: Jensen's 'memory is the new bottleneck' thesis + Micron's end-to-end HBM/DRAM/SSD portfolio positions it to capture surging inference demand through 2025-26.

$MU "Context [Memory/Storage] is the New Bottleneck" -Jensen at CES 2026:

Look at that background slide from his keynote.

HBM, Memory (DRAM) and SSDs are highlighted as critical components and Micron has them all covered with a robust end-to-end portfolio, perfectly positioned to tackle the exploding inference challenge.

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

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


Summary: Shares Citi PT raise to $430 on MU, citing higher-than-expected memory prices and strong DRAM/NAND ASP forecasts driven by AI demand.

$MU Citi just raised the price target to $430 ahead of Micron earnings.

The analysts stated that memory prices have been higher than they thought they would be this year, which has made them improve their projections for the company's February and April quarters

Citi, thinks that the average selling price of DRAM would go up roughly 171% from 2025 to 2026 because of high demand for data centers related to AI computing. Prices for NAND flash memory are also expected to go up by roughly 127% per year since there is a lot of demand for corporate solid-state drives.

Analysts also saw news that Samsung has drastically hiked DRAM pricing, with a possible 100% quarter-over-quarter increase in the first quarter. This might help the memory market as a whole even more.

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

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

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


$MU Forward PE 12x vs. peers in the shared memory/storage space... Market doesn't understand AI, yet. HBM is the "Oxygen" of AI Context & AI Inference

Summary: Long MU: trades at 12x forward PE vs 25-30x peers; market undervalues HBM's critical role in AI inference/reasoning.

$MU Forward PE 12x vs. peers in the shared memory/storage space, listed in US:

$WDC: 30x
$STX: 28x
$SNDK: ~25-30x (post-revision est.)

Market doesn't understand AI, yet.

HBM is the "Oxygen" of AI Context & AI Inference
There is no AI Reasoning without HBM


Summary: Bullish MU: HBM set to be transformative, calls it bargain of the century on low PE/PS and surging DRAM/NAND prices.

$MU HBM is about to change the world

Rejoice Micron investors. https://t.co/x71V3XXEzo


Summary: Bullish MSFT on Azure + Copilot enterprise distribution strength regardless of AI quality.

@DaiyushinInvest I think this is where I am. Microsoft has the distribution power. Copilot, regardless of its excellency or not, it can help the Enterprise by being integrated in Office suites. It will be used no matter what.

And Anthropic is connected to Microsoft's ecosystem.

@TradexWhisperer I am bullish on Microsoft not because of AI copilot or OpenAI. People are forgetting what the main driver is: Azure.
Also, a shift toward Anthropic is happening.


Summary: Long MU with no bear case; long-term bull on memory since 2017, 40% of DRAM output shifting to US fabs over next decade.

1 - both. We will soon be living in a world in which every house will own a basic enterprise-level device and we still call it consumer.

2. 40% of Micron's DRAM output. I don't know know what year. I assume at least 10 years.

3. I can't think of a bear case. I've always been bullish in Memory regardless of AI or not. Back in 2017 (9years ago). Micron was trading around $27. Hope that puts into perspective.

@TradexWhisperer Great thread. Appreciate you taking the time.
1. When you say ‘edge’ for SOCAMM, do you mean consumer devices or enterprise edge/ data center inference?

2. On your fab comment about ‘40%’ (Idaho/NY), do you mean 40% of Micron’s DRAM output or 40% of global DRAM output, and by


Summary: Endorses bullish MU thesis: cheap valuation, HBM ramp, DRAM/NAND price surge.


$PLTR Alex C. Karp on Q4 2025 Earnings... U.S. revenue grew 93% year-over-year and U.S. commercial revenue grew 137% year-over-year. We are also announcing a 2026 revenue growth guide of 61% year-over-year. We are an n of 1

Summary: Shares Palantir's blowout Q4 results and 61% 2026 growth guide, framing it as an exceptional, one-of-a-kind AI play.

$PLTR Alex C. Karp on Q4 2025 Earnings

“Palantir’s Rule of 40 score is now an incredible 127%. Last quarter, our U.S. revenue grew 93% year-over-year and U.S. commercial revenue grew 137% year-over-year. We are also announcing a 2026 revenue growth guide of 61% year-over-year. We are an n of 1, and these numbers prove it. Palantir is alone in choosing to exclusively focus on scaling the operational leverage made possible by the rapid advancements of AI models, a trend that we first called ‘commodity cognition’ well before others started repeating it,"

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


$MU IS NOT KILLING 29YR-OLD CRUCIAL BECAUSE THEY WANT TO. There's simply not enough DRAM/NAND to go around. They're shifting every bit of capacity to the insanely profitable Data Center segment. HBM/AI chips pay 5-10× more.

Summary: Bullish MU: capacity shift to high-margin HBM/data center at 5-10x pricing premium is a structural earnings driver.

$MU IS NOT KILLING 29YR-OLD CRUCIAL BECAUSE THEY WANT TO.

There’s simply not enough DRAM/NAND to go around.
They’re shifting every bit of capacity to the insanely profitable Data Center segment. HBM/AI chips pay 5-10× more.

Painful but just basic economics. https://t.co/yaLOFNzWjE


NAND flash TAM set to hit ~$90B by 2030, nearly TRIPLE 2025's size. This isn't a cycle. It's tectonic shift and it's just the beginning.

Summary: Bullish MU and SNDK on NAND flash TAM tripling to ~$90B by 2030; structural shift, not a cycle.

$MU $SNDK NAND flash TAM set to hit ~$90B by 2030, nearly TRIPLE 2025's size

This isn't a cycle. It's tectonic shift and it's just the beginning. https://t.co/v1Ic3RzPtH


$MU $SNDK NAND flash TAM set to hit ~$90B by 2030, nearly TRIPLE 2025's size. This isn't a cycle. It's tectonic shift and it's just the beginning.


Summary: Bullish MU: permanent strategic shift to AI/HBM over consumer DRAM is a paradigm shift, not a cyclical move, underpinning durable margin expansion.

$MU killing Crucial consumer lineup forever due to massive AI/HBM margins (Near Memory)

NOT a cycle. It's a PERMANENT decision.

This is the paradigm shift. https://t.co/WPagoNAe0s

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: Author agrees Micron has a good chance of reaching $1000 by year-end.

@ChessWarri42621 $1000 EoY, I think we have a good chance.

@TradexWhisperer Barring some unforeseen Black Swan event, how is Micron not at $1000 one year from now?


Summary: Prefers MU over SNDK on HBM/DRAM exposure and direct fab control.

@sarmadj807 I don't have a target. Anything can happen is my philosophy. I like $MU more than $SNDK. Micron has HBM/DRAM exposure. Also Micron has direct control over fab expansions. Sandisk is fabless.

@TradexWhisperer Who are you most bullish on? $MU or $SNDK? Is $SNDK rally sustainable? In short what is your year-end price target for both $SNDK and $MU?


Summary: Tentatively bullish MRVL as undervalued; likes GLW.

@endz_on_x I am generally cautious about undervalued stocks unless they have a brand new product never seen before by the world (like HBM).

Perhaps $MRVL?? You need more DD though. I like $GLW btw. https://t.co/tqBfeeHW8y

@TradexWhisperer Thanks for all your posts. Really helpful. My question is if you see any tickers currently that are at a bargain or at least undervalued compared to the run up many of the names had? Been looking at SIMU.


$MSFT joining the AI chip arms race is bullish for the entire memory industry

Summary: MSFT Maia 200 launch bullish for MSFT and the entire memory sector; MU excluded as HBM supplier.

$MSFT "Our newest AI accelerator, Maia 200, is now online in Azure. It delivers 30% better performance than current systems—an AI inference powerhouse built by TSMC with 216GB of HBM3e"

No $MU HBM but $MSFT joining the AI chpi arms race is bullish for the entire memory industry. https://t.co/KTyR6qzALI


Memory sector basket: Micron, SK Hynix, Samsung Electronics


Summary: Shares/endorses multiple analyst PT upgrades on MU, including street-high $550 from Lynx Equity, on AI DRAM demand, HBM ramp, and stronger-for-longer memory cycle.

$MU BOOM: PT Raised To $550 (Street-High)

Lynx Equity: $325 → $550

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: $325 → $450

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

Bank of America: $300 → $400

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

$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


Summary: Bullish IREN: shrugs off JPMorgan downgrade, up ~10%, attempting to reattach to upper Bollinger Band.

🟦 $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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+578% gains since the (W) BLUE candle in May 💰💴

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Summary: Bullish on chips as structural shift from software dominance; MU highlighted as century's biggest bargain, with TSM, EWY, NVDA as beneficiaries.

Old:
Chips are commodities
Software is eating the world

New Reality:
Software is a commodity
Chips are eating the world

Structural Shift: $MU $TSM $EWY $NVDA https://t.co/pkl6LGrZED

$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: Strongly endorses holding chip stocks (NVDA, AMD, MU) into 2026 and beyond as essential.

@GVDInvestor The world is changing. The only way to survive is to hold chips stocks.

@TradexWhisperer Hyper bullish on 2026 for $NVDA $AMD and $MU


Summary: Bullish MU for 3-5 years; disputes HBM weakness claim and sees NAND/DRAM margins competing with HBM on same wafers.

Micron HBM isn't the weakest. It's actually strongest from power efficiency standpoint. I am no oracle but I am bullish for the next 3-5 years.

Have you been reading my posts? Some NAND/DRAM segments are surpassing HBM margins. These products compete with each other for the same silicon wafers. It's a zero sum game. So will the margins.

@TradexWhisperer Do you think this rally will continue after 2027 end too? What's the future looking like for DRAM and HBM? MU is very strong in DRAM but the weakest of the three in HBM so if HBM becomes the defacto money making machine will MU still thrive and go toe to toe with Samsung and SK?


Summary: Shares Rosenblatt's bullish PT raise on MU to $500 from $300 following blowout Q1; implied long.

🔥 $MU Micron price target raised to $500 from $300 at Rosenblatt after the company posted a blowout fiscal Q1

Paradigm Shift https://t.co/6N2BDiC9aV


Summary: Bullish MU on DRAM + HBM supercycle thesis.

$MU DRAM + HBM = Super Cycle

Been saying it all along https://t.co/qgDChH4Bwd


Summary: Bullish MU over 10-15 years: AI-driven demand for new memory types will outpace what analysts can price in.

@ChessWarri42621 @jtsla4 @DMT_Doctor The next 10-15 years will be wild. AI will require Micron to make new types of memory while analysts will be calculating bit growths and wafer outputs to valuate Micron. They won't be able to price in the future transformations for now.

@TradexWhisperer My analogy:

10 pm: the party started (April 2025)
11 pm. now (Feb 2026)
3 am: the party ends (2030??)

We are still early, aren't we?

@jtsla4 @DMT_Doctor


Summary: Shares bullish MU thesis (low PE, HBM ramp, DRAM/NAND surge) alongside SNDK on Gen 6 SSD mass production milestone for AI data centers.

$MU $SNDK Micron 9650 NVMe Gen 6 SSDs Enters Mass Production, making the first PCIe Gen 6 data center drive to reach this milestone.

The drive is now being qualified by OEM and AI data center customers for deployment in AI training and inference workloads. https://t.co/mkjDp1r4j7


$MU $SNDK Micron 9650 NVMe Gen 6 SSDs Enters Mass Production


Summary: Long MU: tight supply for years, market underappreciates HBM-driven transformation warranting P/E re-rating; HBM permanently altering memory dynamics.

$MU Supply is expected to remain tight for the next several years.

The market is struggling to fully appreciate the profound transformation Micron is undergoing, which also justifies a re-rating of its forward P/E multiple. The company's business fundamentals have changed. HBM DRAM stacks have permanently altered the memory market dynamics. HBM is effectively 'feasting' on traditional DRAM capacity.


The more cyclical valuation police accounts come out of the cave, I feel more bullish because it means there's a lot more upside. HBM is a system and has a controller inside meant to be for AI supercomputer applications. It will consume whole ton of wafer outputs and fabs won't be able catch up with it.

Summary: Bullish MU/HBM; contrarian signal from bearish valuation crowd + HBM demand will overwhelm wafer supply for AI supercomputing.

Thank you. It's called Cyclical Commodity but what isn't?

I've stopped looking into rear view mirror. I am forward looking. Many of you are not. The more cyclical valuation police accounts come out of the cave, I feel more bullish because it means there's a lot more upside.

Everybody acts like they are an expert on HBM, a product that went mainstream for AI only last year. HBM is a system and has a controller inside meant to be for AI supercomputer applications. It will consume whole ton of wafer outputs and fabs won't be able catch up with it.

@TradexWhisperer The valuation gap is real, but it reflects cycle risk, not ignorance.

On the numbers:
•Forward P/E: MU ~9× vs AMD ~37×, COST ~43×.
•Memory cyclicality: In prior upcycles, Micron’s forward P/E has compressed to 6–10× near peak earnings because profits normalize quickly when


Summary: Bullish PLTR: vouches for real-world impact of Palantir platform compressing 24-month projects to 6 weeks, endorsing the monopoly-on-automated-governance thesis.

$PLTR Reducing 24-month projects to 6 weeks. "This.. it's real"

"We have big consulting companies coming in. We can do this in 24 months, it's going to be millions of dollars. With Palantir, we solved this in 6 weeks on the pilot just by connecting to those Legacy systems." https://t.co/BqRpnDKQOi

$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 on HBM4 power-efficiency leadership and on-track high-yield ramp in Q2 2026.

$MU Micron on HBM4 Leadership

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

"Our HBM4 uses advanced CMOS and advanced metallization process technologies on the base logic die and DRAM core dies, which are designed and manufactured in-house."

"...our unique HBM design, packaging and test capability, enables Micron’s industry-leading performance and low-power leadership."

-Micron Q1 2026 Earnings

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

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

Have you heard of Thermal Runaway? See my comments 👇


Summary: Endorses bullish MU thesis: HBM demand surge, memory as key AI enabler, attractive valuation.

$MU 🔥

"It's not just about the shortage of memory. It is also the value of memory. AI is now everywhere. Memory is a key enabler of AI"

"Just like your brain. You need more and faster memory. That's what is exactly happening in AI accelerators"

-CEO Sanjay on CNBC from Davos https://t.co/AZpd9L5An6

$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 SNEX off lower Bollinger Band; expects another climb from current level.

🟦 $SNEX (D) BLUE candle from lower Bollinger Band region. It's poised to make another climb.

Buy at Blue, Trim at upper BB and Exit at Pink. Rinse and Repeat 💰💵

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Summary: Long MU: memory transformation driven by AI demand makes a top-10 market-cap ranking inevitable.

@norveclifinance I expect $MU to be in the top 10 eventually. It is inevitable the memory transformation that's being required by the AI. These are initial inputs from the AI demands. The second and third waves will be scary. The challenge with top 5 is that it has be in the 2.5T to 3T region.

@TradexWhisperer I think Micron $MU can become one of the 5 biggest companies in America within 5 years. AI doesn’t scale on compute alone, it scales on memory and bandwidth. What do you think?


Summary: Bullish PLTR; highlights transformative capability (60-day fraud detection cut to 10 seconds) as evidence of durable competitive moat.

$PLTR Here's a reminder of what Palantir is capable of

"It took our really talented investigators 60 days to detect fraud into these files. It took your technology 10 seconds, like holy cow." -Fannie Mae CEO

https://t.co/tpENIkvreZ


Memory Is No Longer 'Afterthought' in AI. A Fundamental and Structural Shift Incoming for Micron

Summary: Bullish MU: AI-driven permanent structural shift in memory demand, no longer cyclical; all production pivoting to high-margin data centers.

$MU Sorry Cyclical Bears, Memory Is No Longer 'Afterthought' in AI

A Fundamental and Structural Shift Incoming for Micron https://t.co/6ZdiAPfj1B

$MU To all cyclical traders:

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

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


Summary: Bullish MU: AI inference TAM growing >80% CAGR, HBM positioned as the critical bottleneck solution.

$MU Holy Sh*t.

AI Inference TAM is growing at >80% CAGR according to $AMD data. HBM is going be the new GOLD. https://t.co/MXXVHracRn

❄ $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