AMD's GPU/CPU combo can be a major edge in certain AI inference applications... Together they deliver a full-stack, optimized system (CPU + GPU + ROCm software) that maximizes efficiency for production inference at scale

Summary: Long AMD on GPU/CPU combo edge in AI inference: EPYC+Instinct stack reduces bottlenecks, improves TCO, appeals to hyperscalers avoiding lock-in; Helios rack-scale with Meta partnership from H2 2026.

$AMD's AMD's GPU/CPU combo can be a major edge in certain AI inference applications.

GPU-heavy part: Running the core LLM forward passes (matrix multiplications, attention, etc.) on large models. AMD's Instinct series (MI300X, MI325X, MI350X/MI355X) excels here with massive HBM3E memory (up to 288GB per GPU), high bandwidth, and support for efficient low-precision formats like FP8, FP4, and MXFP6. These deliver strong tokens-per-second results in MLPerf Inference benchmarks, often competitive with or better than Nvidia equivalents in cost-per-token or high-concurrency scenarios

CPU-heavy part: Orchestration, request scheduling, pre/post-processing (tokenization, detokenization, RAG retrieval), agentic workflows (tool calling, looping, planning), and keeping GPUs fully utilized without bottlenecks. High-frequency or high-core EPYC CPUs shine here, reducing latency (e.g., time-to-first-token) and improving overall throughput.

Together they deliver a full-stack, optimized system (CPU + GPU + ROCm software) that maximizes efficiency for production inference at scale, reducing bottlenecks, improving TCO, and appealing to hyperscalers avoiding vendor lock-in.

It provides a "one-vendor" optimized stack (CPU + GPU + software + networking), reducing integration headaches for customers. This appeals to hyperscalers and enterprises seeking alternatives to single-vendor lock-in.

2026+: Helios rack-scale architecture integrates next-gen EPYC "Venice" (Zen 6, up to 256 cores), MI400-series GPUs (MI450/MI455), and Pensando networking. This is designed for massive training + distributed inference at rack level, with partnerships like Meta (up to 6GW of custom MI450-based GPUs starting H2 2026). AMD positions this as highly competitive for agentic AI and inference at scale.


Summary: Bullish MU, playing the PE expansion thesis; endorses 18-24 month rerating scenario.

structural marker; pre-classified as canonical yfinance ticker

@maverick98776 I am bullish but I think you beat me to it. PE Expansion Thesis will be the greatest test and stress to Micron but it has a decent chance and I am playing it.

@TradexWhisperer man Why people are so affraid than in 18-24 month MU can be --  1600-2000$?.. almost looking like Micron will die..

It only cyclical.. it cant growth higher.. the day market will Agree than it not cyclical than the cycle will last 15+ year..

MU will be at 20-25 pe.=1600-2000$


Summary: Bullish MU: DDR3 prices rising despite obsolescence signals overwhelmingly strong memory demand flowing backward through supply chain.

$MU $DRAM Unbelievable. DDR3 contract prices are going up. Three generations old. The memory nobody was supposed to need anymore.

Demand is so overwhelming it's flowing backward through the supply chain.

I've never seen anything like this before. Ever. https://t.co/jaSdoBbqXh

$MU Signs of structural memory transformation during earnings today. Must Read 👇

Automotive: "The average car today has less than L2 ADAS capability, containing approximately 16GB of DRAM, while vehicles with L4 autonomy require over 300GB."

Robots: "Humanoid robots will be https://t.co/9rKtVnPhcB


Summary: Bullish TSM: dual-track CoWoS+CoPoS strategy and capacity ramp to 170k WPM by 2027 maintain dominance in advanced packaging despite Intel competition.

$TSM $INTC

During TSMC's Q1 2026 earnings call, TSMC responded to growing interest in rival Intel’s EMIB advanced packaging technology by reaffirming that its CoWoS (Chip on Wafer on Substrate) platform offers the industry’s largest reticle-size packaging solutions.

CoWoS is heavily used with HBM. In fact, it's the dominant advanced packaging technology that enables High Bandwidth Memory (HBM) to be tightly integrated with AI accelerators and GPUs.

Together with its SoIC (System-on-Integrated-Chips) technology, TSMC stated it remains confident in providing customers with the best options for high-performance AI applications

CoWoS Positioning: CoWoS is described as TSMC’s primary advanced packaging approach. The company emphasized its leadership in maximum reticle size, even as AI chip and package sizes continue to grow rapidly.

Capacity Expansion:

-Expected to reach 115,000–140,000 wafers per month by the end of 2026.
-Further ramp to approximately 170,000 wafers per month in 2027.
-New capacity will be concentrated in facilities in Tainan and Chiayi.

CoPoS Advances (Chip-on-Panel-on-Substrate, also referred to as panel-level packaging):Pilot line: Major equipment installation completed in February 2026; full line setup targeted for June 2026.

Mass production: Expected as early as 2028–2029, with broader adoption in subsequent years.

Advantages: Overcomes traditional reticle-size limitations of wafer-based packaging, improves output efficiency per unit area, and significantly lowers packaging costs. It is positioned as especially suitable for very large AI ASICs and GPUs.

TSMC is doubling down on both wafer-level scaling (CoWoS + SoIC) for highest-performance needs and developing panel-level CoPoS for cost-effective, larger-form-factor solutions. This dual-track strategy aims to maintain dominance in advanced packaging amid explosive AI demand while addressing size, cost, and capacity constraints that are pushing some customers to explore Intel’s offerings.

$TSM Advanced packaging capacity is maxed out.

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

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


Summary: Bullish TSM to $3T market cap; author had previously called $2T and now raises target.

$TSM is now the 6th largest company on Earth. $2.1 trillion market cap. Larger than $AVGO and $META.

The world runs on TSMC silicon. Own the foundry. Own the future.

I called $2 trillion 8 months ago. Now I am calling $3 trillion. https://t.co/kwe30JgOn2

🟦 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: expects unprecedented revenue and profit growth ahead.

@Wilforfeit1 Micron is going to create revenue and profit like it never did before.

@TradexWhisperer Everyone has an opinion. Mine is $MU is going to the moon……….I have friends making similar speculative comments as they dump 100K+ into companies who might create revenue in the future. 🤷♂ Buying more.


Summary: All three memory giants (MU, Samsung, SK Hynix) to crack top-10 market cap in 5-10 years as AI reprices memory from commodity to cornerstone.

$MU Q: Will Samsung/SK Hynix crack the top 10 market cap?

Yes. And so will Micron.

All three memory giants entering the top 10 in the next 5-10 years is reasonable. AI inference doesn't run without HBM. Data centers don't scale without DRAM

The world is about to reprice memory from commodity to cornerstone as AI adoption reaches all 8 billion people on this planet.

We're early.

$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


Will Samsung/SK Hynix crack the top 10 market cap? Yes.

Samsung in memory context = Samsung Electronics 005930.KS


Summary: Bullish MU and SNDK: market misprices them as commodity suppliers; they are the cognitive capacity/inference foundation of AI.

$MU $SNDK $DRAM @MicronCEO

The "Memory/Storage" label undersells what these companies actually do.

These are Cognitive Capacity Companies. The Inference Foundation of AI.

AI intelligence is not just about the model. It is about how much the model can hold, reason over, and retrieve at any given moment. That ceiling is set by three layers:

1. KV Cache (HBM)
The most critical pressure point in agentic AI today. During inference, attention keys and values are stored in HBM. A larger KV cache means the model does not have to recompute prior context. That is what makes long context reasoning fast and economically viable at scale. No HBM, no agentic AI.

2. Active Reasoning Layer (HBM/DRAM)
This is where inference lives. More bandwidth and capacity means the model can attend to more tokens simultaneously, which directly improves reasoning depth, multi-step problem solving, and coherence across long conversations. This is not a performance luxury. It is a cognitive constraint.

3. Knowledge Retrieval Layer (NAND)
RAG systems pull from NAND to give models access to knowledge that cannot fit in the active reasoning window. As AI moves from single-turn responses to persistent, multi-session agentic workflows, NAND becomes the long-range intelligence layer of the entire stack.

KV Cache is where inference speed is won or lost. The active reasoning layer is where depth is determined. The knowledge retrieval layer is where scale is unlocked.

Cognitive capacity is the ceiling of AI intelligence. These companies build that ceiling higher with every generation.

The market still prices them as commodity suppliers. The inference foundation they provide says otherwise.

Buckle Up For The Transformation Journey


Summary: Long memory (high conviction, AI demand); long optics/photonics with smaller exposure due to high valuation.

Memory sector basket: Micron, SK Hynix, Samsung Electronics

@Rollneck I like memory. Brain needs memory, lots of. AI needs whole ton. Have a smaller exposure on optics but the valuation is high so go long.

@TradexWhisperer ...it seems the easy money has been made in both memory and photonics for now, but given that the winners are clear and delivering earnings today that memory may be the safer play, especially because the real medium term risk to both is shared - a downturn in AI CapeEx


Have a smaller exposure on optics but the valuation is high so go long.

Photonics/optics basket: COHR (merged II-VI), LITE, AAOI; no ETF


Summary: Endorses parent's bullish MU thesis comparing its chart to NVDA pre-earnings surge in May 2024.

@gregory_FTA @cantonmeow @aleabitoreddit Buckle up folks!

$MU giving off late May, 2024 $NVDA vibes right before they announced earnings.

Tell me I'm wrong.
They are the same chart.

@cantonmeow you'll probably appreciate this
@aleabitoreddit you might as well https://t.co/70Wan1Unyh


Summary: Strongly bullish MU and DRAM: supply meets only 60% of demand by 2027, shortages and elevated prices sustained into 2028+ on AI/HBM demand surge.

$MU $DRAM I am so sorry bears.

DRAM manufacturers are projected to meet only 60% of global DRAM demand by the end of 2027, despite ongoing capacity expansions.

This gap is expected to sustain DRAM shortages and elevated prices for several years, potentially into 2028 or beyond.

Industry overall production growth is currently around 7.5%, but demand requires roughly 12% annual increases in 2026–2027 to close the gap

Explosive demand from Agentic AI and AI data centers, which are pre-booking large volumes of memory (including high-bandwidth memory or HBM).

New production facilities and fab expansions by major players are underway but won't deliver meaningful supply until 2027 or later, and much of the new capacity will prioritize more profitable AI-specific products over standard DRAM.

AI boom outpacing supply infrastructure buildout.

$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


This gap is expected to sustain DRAM shortages and elevated prices for several years, potentially into 2028 or beyond

DRAM sector basket: Micron, SK Hynix, Samsung


Summary: Endorses MU becoming a top-10 company by market cap within a couple of years.

@TradexWhisperer $MU could be the largest company in a couple of years


AMD CEO Lisa Su disclosed at the March 2026 Morgan Stanley TMT Conference that server CPU demand has 'far exceeded' prior forecasts. Meta and AMD announced a five year, $60 billion agreement anchored by 6th Gen EPYC 'Venice' CPUs

Summary: Bullish AMD and INTC as CPU performance emerges as the rate-limiting variable in agentic AI inference pipelines, with demand far exceeding forecasts.

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

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

-Meta and AMD announced a five year, $60 billion agreement anchored by 6th Gen EPYC "Venice" CPUs paired with next-gen GPUs, with workload-specific tuning for inference-heavy environments.

-Intel and SambaNova are building a disaggregated inference architecture specifically for agentic AI. Intel Xeon 6 CPUs handle agentic tool execution and system orchestration. SambaNova RDUs handle LLM decode. GPUs handle prefill.

-In agentic pipelines, the orchestration layer accounts for 50 to 90% of total system latency. That makes CPU performance the rate-limiting variable. Not VRAM. Not FLOPS.

-Deloitte forecasts that inference will make up two thirds of all AI compute by 2026, far exceeding initial training costs.


Intel and SambaNova are building a disaggregated inference architecture specifically for agentic AI. Intel Xeon 6 CPUs handle agentic tool execution and system orchestration


Summary: Bullish MU on surging mobile DRAM contract prices (LPDDR4X +70-75%, LPDDR5X +78-83% QoQ) driven by HBM and SOCAMM wafer consumption.

$MU Mobile $DRAM contract prices are surging. Again.

LPDDR4X: +70-75% QoQ
LPDDR5X: +78-83% QoQ

HBM is eating Server DRAM wafers.
SOCAMM is eating Mobile DRAM wafers. https://t.co/lfrcz7iTZI


Summary: Semiconductor TAM pulled forward to $1T by 2026 and $1.5T by 2030; broadly bullish across semis.

What the...

The $1 Trillion semiconductor TAM was supposed to arrive in 2030. It just got pulled in to 2026.

The new 2030 TAM? $1.5 Trillion. 50% higher than the original ceiling.

Chips are not eating the world. They already ate it.

$MU $SNDK $DRAM $TSM $NVDA $INTC $AMD https://t.co/00bod9xHWL


Chips are not eating the world. They already ate it.


The $1 Trillion semiconductor TAM was supposed to arrive in 2030. It just got pulled in to 2026.


Summary: Bullish lean on Samsung (via EWY) as it shifts foundry capacity to HBM4 for NVIDIA/AMD/OpenAI demand; high-risk, high-reward thesis.

$EWY Samsung is betting big time on its foundry capabilities. It might be a high risk, high reward strategy.

Samsung Reportedly Allocates 50%+ of Pyeongtaek Foundry Capacity to HBM4 Base Logic Die

Capacity shift: >50% of Pyeongtaek foundry dedicated to HBM4 base die (using 4nm process for better performance/power efficiency).

OpenAI deal: Part of Samsung’s total 2026 HBM4 output (>5.5 billion gigabits) allocated to OpenAI; up to ~800 million gigabits of 12-layer HBM4 mentioned in related reports.

Timeline: HBM4 base die production ramping in 2026; shipments to OpenAI begin second half of 2026.

Strategic move: Strong HBM4 demand (from NVIDIA, AMD, now OpenAI) driving the internal allocation; foundry utilization at Pyeongtaek now >90%.

Samsung shifting from traditional DRAM focus to vertically integrate high-value AI memory production.


Summary: Holding SNDK long, no trim until a bearish signal is confirmed; bullish on Agentic AI and Inference Bus thesis.

$SNDK From $200 to $1520 (+660%) since this BLUE candle post.

No Trimming until PINK-RED is confirmed on this Agentic AI and Inference Bus.

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🟦 $SNDK (W) BLUE-GREEN Candles. Bulls are building momentum 💰💷

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Summary: Stock split seen as inevitable; confirms price won't go back down — bullish SNDK.

@Avecina48 Inevitable and adds confidence that the stock price isn't going back down.

@TradexWhisperer Feels like $sndk split coming up very soon ,maybe even this week


Summary: Bullish MU: memory now a strategic AI asset; deserves 15-20x forward PE (10-yr median) as agentic AI drives HBM/3DRAM/eSSD demand.

Do you know why AVGO and TSMC are "relatively" more predictable? Because their products are strategic assets to their customers.

Guess what? With AI accelerators has made memory a strategic asset to this revolution. AI Inference enabler is memory not GPU.

Not asking a moonshot all the way to Forward 40 PE ratio. Micron deservers to be ~15-20 in the range which about the 10 year median. The valuation is forward looking and the Agentic AI is waiting for more HBM, 3DRAM and eSSD.

@TradexWhisperer AVGO , TSMC both are highly predictable, deep moat , sticky business and constantly high profit margin , while MU is in Memory business which is mostly commodity and cyclical in nature , in just 1 year cycle can turn negative and entire profit can be wiped out , there is no


Summary: Bullish MU on Anthropic's Claude being memory-intensive (large context windows, full KV cache), driving DRAM demand.

It Took Salesforce 20 Years to Reach $30 Billion in Revenue

Anthropic? Only 3 Years

Music to $DRAM $MU investors. Claude is architecturally heavier on memory/token. It uses large context windows up to 1M tokens. No sparse attention, no MLA compression. Full KV cache entry. https://t.co/dTodilkBDn

---

@grok is this true?


Summary: Bullish on MRAM; expects growth as a niche data center play.

@imtryin13928916 Niche in data center. They will grow too.


Summary: Bullish SK Hynix despite concern about Korean market drag weighing on the stock and its ADR.

@BramVGenechten Bullish but I hate that SK Hynix will be tethered by the Korean market. The ADR will be affected by it too.

@TradexWhisperer What's your view on SK Hynix?


Summary: Bullish MU and DRAM: Apple alone worth $14-18B in LPDDR5 contracts, consumer recovery upside not yet priced in.

$MU $DRAM Apple is projected to consume a staggering 2.4 exabytes of LPDDR5 memory in 2026.

The contract value could be worth ~$14B but if prices rise further then ~$18.2B. That is one buyer.

Now ask yourself: what happens when consumer recovery actually kicks in? https://t.co/ybmXMiHSH8

$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


The contract value could be worth ~$14B but if prices rise further then ~$18.2B. That is one buyer.


Put buyers are behind this. Don't fall for it. TurboQuant's improvement will be marginal (15% overall, IMO). Bigger models need more HBM. Always. That does not change. Oh, also Jevons Paradox.

Summary: Long MU: dismisses both the OpenAI demand scare and TurboQuant memory-reduction narrative as put-buyer FUD; HBM demand structurally intact.

$MU Two types of idiots today.

Type 1: Believes 40% of DRAM demand came from OpenAI alone.

Type 2: Believes TurboQuant will reduce memory demand 6x.

Put buyers are behind this. Don't fall for it.

Grok, ChatGPT and Claude already use MoE and/or 4-bit compression at scale without significant quality regression. TurboQuant's improvement will be marginal (15% overall, IMO).

It's long-context KV cache inference only. Does not touch training or the model residing inside HBM. Quality regression at scale is unproven. It's a research paper, not a product.

Bigger models need more HBM. Always. That does not change. Oh, also Jevons Paradox.


Summary: Strongly bullish MU: projects Micron profit exceeding Amazon's by 2027, endorsing 'bargain of the century' thesis.

$MU Holy Shit

Micron Profit >> Amazon's by 2027 https://t.co/gW0gnoP4X1


Summary: Bullish COHR; chart setup pointing toward another upside breakout candle.

industry='Scientific & Technical Instruments'

$COHR is building toward another BLUE candle launch. Setup is there. Crossing fingers on geopolitics/macro sentiment.

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Summary: Bullish MU: structural memory transformation (LTAs, HBM, strategic asset) implies PE re-rating from 7x to 18x.

$MU $DRAM The memory industry is absolutely unrecognizable from 2 years ago.

Spot Contracts → 3 to 5 year LTAs
Commodity DRAM → HBM3E, HBM4, SOCAMM2 Supporting Player → Critical & Strategic Asset
More Capacity → More Intelligence
Forward PE 7x → 18x soon? https://t.co/NuljQ3HiW6


Three things the bears need to hear. One. Non-HBM DRAM is more profitable than HBM today. The entire portfolio is firing. Two. A meaningful supply ramp does not even begin until 2028. Three. Revenue grew nearly $10B from Q1 to Q2. Another $10B from Q2 to Q3.

Summary: Bullish MU: CEO highlights entire portfolio profitability, supply constrained until 2028+, and strong sequential revenue growth.

$MU @MicronCEO on CNBC. Three things the bears need to hear.

One. Non-HBM DRAM is more profitable than HBM today. The entire portfolio is firing.

Two. A meaningful supply ramp does not even begin until 2028. And even then, supply will not catch demand for a considerable period of time.

Three. Revenue grew nearly $10B from Q1 to Q2. Another $10B from Q2 to Q3.

"Bringing up supply is a very long lead item. DRAM needs new capacity. New capacity takes new construction. Construction is a long lead time item. So earliest that we see in the industry meaningful ramp ...  gradually happen overtime starting in 2028 timeframe. So I do not see supply catching up to demand for considerable period of time here."

"Today, Non-HBM dram has actually higher profitability than HBM. NAND has strong profitability as well, so we are managing the mix of the business, keeping in mind long-term considerations and absolutely, data center is the biggest growth driver. We are well positioned with our product portfolio, including HBM, to address these demand trends."

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: Highest conviction long LITE; growing bullish on MRVL and TSEM in semi/optics sector.

@gregory_FTA Wise. I am not in a hurry either. Focused on semi sector for now like you are. Do you own optics? My highest conviction is $LITE but I am starting to like $MRVL and $TSEM too.

@TradexWhisperer I would give that one some time to breathe and develop.   Nasty long term pattern.


starting to like $LITE but I am starting to like $MRVL and $TSEM too


$MU $DRAM Bears are still wearing nostalgia glasses. The architecture has changed. AI Inference inverts the entire hierarchy. Memory becomes the dominant bottleneck. The floor has been raised. Permanently.

Summary: Bullish MU: AI inference makes memory the dominant bottleneck, permanently raising the demand floor; bears are wrong.

$MU $DRAM Bears are still wearing nostalgia glasses. The architecture has changed.

AI Training: GPU was the primary bottleneck.

AI Inference inverts the entire hierarchy. Memory becomes the dominant bottleneck. GPU utilization drops to secondary. Bursty. Often idle. Waiting for memory to feed it.

The floor has been raised. Permanently. This is a complete inversion of the compute hierarchy.


Summary: Endorses MU reaching $1T valuation before year-end.

@TradexWhisperer No reason why $MU shouldn't be at $1 Trillion valuation before end of year, its a fair number, which would still be 50% away from $AVGO sitting at $1.5T


Summary: Strongly bullish MU post-earnings: PEG of 0.2, HBM growth, DRAM/NAND price surge, and AI inference tailwind make it a bargain.

$MU PEG ratio is 0.2 after today's earnings.

The Age of Agentic AI Inference Is Coming.
The market is giving you an incredible gift.


Summary: Mizuho reiterates Outperform on MU (PT $530) and SNDK (PT $710), calling the sell-off a buying opportunity on Jevons paradox/AI growth thesis.

$MU $SNDK Sell-off Is a "Buying Opportunity" Says Mizuho Financial Group

Analyst Vijay Rakesh maintained his Outperform ratings on both names. He set a $530 price target on Micron and $710 on Sandisk.

Rakesh pointed to the Jevons paradox. The 2025 launch of DeepSeek initially raised fears of a GPU slowdown, but instead accelerated broader AI growth.


Analyst Vijay Rakesh maintained his Outperform ratings on both names


Summary: Bullish MSFT despite ugly chart: durable enterprise distribution moat means it doesn't need the best product to win.

$MSFT chart looks awful but its distribution advantage never expires.

The product doesn't have to be the best. It just has to be everywhere. Competitors build better tools. Microsoft builds better pipes and it reaches every single enterprise.

Unexpected things can happen 👀

Microsoft 365 connectors are now available on every Claude plan.

Connect Outlook, OneDrive, and SharePoint to bring your email, docs, and files into the conversation.

Get started here: https://t.co/EdoQeT8BBN https://t.co/sOrigP41FJ


Summary: Structural bull thesis on memory/storage: HBM generates content that flows back into conventional DRAM/NAND in a self-reinforcing demand loop with no exit.

$MU $SNDK $DRAM

Memory is now viciously cyclical. In the most bullish way possible.

We used to store photos, videos, and games in memory. Now HBM helps to generate all of that. Full movies. Full games. Entire synthetic worlds created by billions of people on earth. Paradigm shift right? Wait for the crazier part.

And where does all that newly generated content go?

Back into the conventional memory & storage. Every single byte of it. The loop never closes. This cycle has no  fucking exit.

Let that sink in.

---

Compounding demand on top of compounding demand.


Compounding demand on top of compounding demand.


Summary: MU at $475B market cap is massively undervalued vs NVDA's $3T moment — guided $33.5B revenue and 81% gross margins vs NVDA's 75% at $3T.

$NVDA's $3 Trillion moment came when it did $30B/qtr in revenue in Q2 FY25

$MU just guided $33.5B next quarter.

Market cap? Only $475 Billion.

Oh, and $MU's guiding 81% gross margins. $NVDA was at 75% when it hit $3T 🤯


Summary: Bullish MU and EWY: META's MTIA HBM demand surge (216→512GB/chip, 4.5x bandwidth) with Micron sold out through 2026 and another hyperscaler locked in.

$MU $EWY META just dropped a 4 chip MTIA roadmap with HBM demand exploding from 216GB to 512GB per chip and bandwidth up 4.5x by 2027.

Their VP literally said they're "worried about HBM supply." Micron already sold out through 2026.

Another hyperscaler locked in. 🔥 https://t.co/VR3Ye0m7yg


$MU $EWY META just dropped a 4 chip MTIA roadmap with HBM demand exploding


Summary: Shares Wolfe Research PT raise to $500 on MU, endorsing bullish memory price thesis with DRAM up ~100% and NAND ~95% YoY in 2026.

$MU Wolfe Research raises PT to $500

"Memory prices are rising much faster than expected. In his model, DRAM prices could jump about 100% year-over-year in 2026, while NAND prices may rise around 95% during the same period." https://t.co/FDLxDcWrFa

$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 https://t.co/LD48QRSqp4


Summary: Likes AMAT, LITE, MU in chips and TSM in foundry; TSM highlighted for packaging, fab, and CPO capabilities.

industry='Semiconductor Equipment & Materials'

@TechEquityEng I like AMAT LITE MU (chips) and TSM (foundry)
TSM is special. It does packaging, it does fabrication and it also does CPO (COUPLE platform for optics).

@TradexWhisperer What are your favorites in each section 😃


TSM is special. It does packaging, it does fabrication and it also does CPO


Summary: Bullish MU above Citi's lowered $425 PT; confident the stock will exceed that target.

Citi lowered their $MU PT to $425 (Kept the Buy Rating)

We'll prove them wrong.

---

Shame on you Citi https://t.co/ak6JSPyBoV


Summary: Long MU: SOCAMM2 + HBM4 double-exposure on Vera Rubin NVL72, first-to-market, high-volume production, near-HBM3E pricing.

$MU SOCAMM2 - The Emerging Memory for AI Data Centers.

Has the market figured this out yet? Every Vera Rubin NVL72 rack needs HBM4 on the GPU side AND SOCAMM2 on the CPU side. Micron is double-dipping on the same platform. Same customer. Same rack. Two products

Compared to DDR5 RDIMM, SOCAMM2 delivers 2.5x the bandwidth, consumes roughly one-third the power, occupies one-third the space.

SOCAMM2 is designed for NVIDIA Vera Rubin NVL72 systems and standalone NVIDIA Vera CPU platforms, enabling up to 2TB of memory and 1.2 TB/s of bandwidth per CPU.

Micron is first to market. 192GB SOCAMM2 is already in high-volume production. Micron began shipping customer samples of its 256GB SOCAMM2 on March 3, 2026

Revenue opportunity: No specific figures disclosed yet. March 18 earnings call will be key. Allegedly, SOCAMM2 currently costs around $1.3 per Gb, reaching levels close to HBM3E pricing.

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

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

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


Summary: Long SNDK targeting $1000 from $200; high-conviction call citing same playbook as prior MU/PLTR/RKLB calls.

$SNDK from $200 to $1000

I gave you the signal. I gave you the thesis. Same playbook as my $MU $62, $PLTR $21  $RKLB $10. I've dropped thousands of rare, high-conviction insights

Who you follow makes all the difference. Choose your notifications wisely.


$TSM has become the de facto semiconductor index. $2 Trillion Market Cap: Inevitable

Summary: Long TSMC: $2T market cap seen as inevitable, Q1 2026 net profit forecast +50% YoY, nine consecutive quarters of growth on insatiable AI demand.

$TSM $META $AVGO $MU $DRAM

TSMC is on track for a record-breaking Q1 2026 with net profit expected to surge approximately 50% year-on-year to NT$543.3 billion (US$17.23 billion).

This marks the ninth consecutive quarter of earnings growth. Revenue for the quarter rose 35% YoY, driven by insatiable demand for AI infrastructure, which has outpaced TSMC’s capacity in both the 3nm process and advanced packaging.

Meta and Broadcom are reportedly targeting TSMC’s 2nm process combined with CoWoS-L advanced packaging for their next-generation AI accelerator.

Timeline: Production and launch as early as 1H 2027 (first half of 2027).

Design: Features a compute die designed by Broadcom, paired with HBM4 memory.

Future evolution: The initial version uses CoWoS-L; it is expected to migrate to SoIC packaging the following year, integrating a 2nm compute chip with a 3nm I/O die.

The partnership includes a long-term commitment through 2029, with an initial computing capacity exceeding one gigawatt.

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

$2 Trillion Market Cap: Inevitable


TSMC is on track for a record-breaking Q1 2026 with net profit expected to surge approximately 50% year-on-year


Summary: Holds a long position in TSMC, already loaded.


Summary: Terse bullish stance on Reddit.

industry='Internet Content & Information'


Summary: Endorses MU and TSM as top picks for the next 3-5 years, implicitly agreeing with bullish AI memory demand thesis.

@OpenClawCentral The best choice for the next 3-5 years along with $TSM

@TradexWhisperer Micron’s next quarter is projected to make more net income than Tesla might in any single quarter until 2030.
$MU guidance:
~$33.5B revenue
81% gross margins
~$19 EPS
~$23B net income
Yet trading at ~4x P/E.
AI memory demand is exploding.  $MU


Summary: Bullish DRAM/HBM multi-year shortage thesis; long MU and SNDK on insatiable AI-driven demand, 5-year supply deficit.

$SNDK $MU $DRAM

Sizeable drop but solid comeback, ~2% away from ATH.

Claude AI Inference has insatiable hunger for capacity. Most of memory capex is chasing DRAM and HBM, not NAND.

Shortage for next 5 years. Good luck waiting for new fabs all of the sudden. https://t.co/DHiRcnxG84

$SNDK from $200 to $900

I gave you the BLUE candle signal. I gave you the thesis.

Same playbook. $MU at $62. $PLTR at $21. $RKLB at $10.

Choose your notifications wisely.


Sizeable drop but solid comeback, ~2% away from ATH.


Summary: Shares Mizuho raised PTs on SNDK ($1,220→$1,625) and MU ($545→$740); frames as Agentic AI = DRAM demand thesis.

Mizuho Raised Again.

$SNDK $1,220 → $1,625
$MU $545 → $740

Agentic AI = $DRAM https://t.co/13lUU6fLgb


Lisa Su raised the server CPU TAM forecast from roughly $60B to over $120B by 2030, now CPU-to-GPU ratio: 1:8 → 1:1 Agentic AI = Re-Fucking-Rate

Summary: Bullish CPU/AI memory complex: AMD TAM doubles to $120B by 2030, CPU:GPU ratio normalizes 1:1, memory demand 16x on agentic AI re-rate.

Lisa Su raised the server CPU TAM forecast from roughly $60B to over $120B by 2030, now

CPU-to-GPU ratio: 1:8 → 1:1
New AI Memory Demand? 16x

Agentic AI = Re-Fucking-Rate

$AMD $INTC $ARM $MU $DRAM $SNDK $TSM https://t.co/23Q80JtAKN

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

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

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


New AI Memory Demand? 16x $AMD $INTC $ARM $MU $DRAM $SNDK $TSM


Summary: Bullish TSEM as the foundry beneficiary of Silicon Photonics demand; flagging a blue candle setup.

$TSEM BLUE candle. March 19th

+21%

Silicon Photonics needs a foundry. Tower is building it.

Get 280+ charts daily. Try it free:
https://t.co/ZQDP5HCFyq https://t.co/VaqdJmi25i

$TSEM Silicon Photonics + Power Management

It's going BLUE, again.

Get 270+ charts daily. Try it free:
https://t.co/ZQDP5HCFyq https://t.co/fv5hdiHeds


Summary: Long MU and SNDK on extreme valuation discount vs peers; 16x re-rate implies $1600 MU and $2500 SNDK, still cheapest in group.

Same sector. Completely different multiples.

$MU 8x Forward P/E
$SNDK 10x Forward P/E
$WDC 28x Forward P/E
$STX 30x Forward P/E

A 16x re-rate gets
$MU at $1600
$SNDK at $2500

And they would still be the two cheapest names in the group by a mile. https://t.co/lzvJ30dS5J

---

Mr. Market is irrational. Time to be reasonable, Mr. Market.


Summary: Endorses MU will rip higher tomorrow as institutions step in after AH clown behavior following a massive earnings beat.

@darealcraigster Speechless numbers. AH price action was a clown behavior. Maybe the adults come in tomorrow. Whales incoming...

@TradexWhisperer $NVDA style earnings beat, better actually, and this? A ginormous beat. Dip in the AM and then rip tomorrow morning. Watch👀 Market makers trying to take your money $MU.


Summary: Long TSM, LITE, GLW as obvious winners in AI packaging/optics; spreading gains to smaller OSATs; de-prioritizes AMKR, ASE, INTC.

Good question. I shared the the outlook for Advanced Packaging a little here but more on Patreon.

I've been prioritizing $TSM over $AMKR $ASE $INTC but I am slowly spreading muy gains to smaller players (OSATs) because the outlook look like the demand is going to spill over to them at rate faster than they can scale production. TSMC can't handle everything right now.

This is normal. The supply chain themselves are figuring out how important they will be in the next 5 years. The reason being, we never needed this much optics ever before AI (or even before Rubin Ultra). Servers need to talk with other servers intensively during training and the optics is the only way to overcome this bottleneck. I think the obvious winners will emerge soon but I personally believe $LITE and $GLW are the obvious players. You need lasers no matter what and you need Pure Glass Fiber optics no matter what. I didn't chase $AAOI. Try to keep it simple so that you conviction isn't convoluted, it's easy to believe. The valuation that will be will a different topic... anything that grows at this rate will be expensive.

@TradexWhisperer 1. Are you prioritizing $TSM over other companies involved in packaging like $AMKR?

2. Seems like there are so many players in the photonics/optics stack. Can there be a clear enough winner to prioritize capital over, for example, memory stocks which seem to have a few clear


I personally believe $LITE and $GLW are the obvious players


Summary: Bullish MU: analysts repeatedly ignoring CEO's supply-constrained DRAM signals is a mistake; implied upside being missed.

@Deenobrown123 Sanjay 2024: "HBM is feasting DRAM wafers"
Analysts: let's just model it like nothing changed
Sanjay 2025: "DRAM is a strategic asset. We can only meet 1/3 to 1/2 of demand"
Analysts: let's just model it like nothing changed

At some point ignoring the CEO becomes a choice.

@TradexWhisperer I was listening Fast Money on CNBC while I was driving today.  Every person on the panel ( Dumb Dan Nathen and crew) said they would never buy micron at these levels right now.  That made me very happy.  I said to myself the only thing that can make this better is if Jim Cramer


Summary: Robots as personal AI agents will drive insatiable demand for GPU and memory, bullish NVDA and MU.

$NVDA $MU $TSLA

Robots are personal AI agents in physical form

Absorbing visual, audio, and environmental data daily. Retaining decades of context per owner. Reasoning over all of it in real time

Jarvis for every person on earth

No amount of GPU & Memory will ever be enough


Summary: Bullish on NAND flash memory players MU, SNDK, and Korea ETF EWY as AI-driven demand causes 50% overnight price spikes and severe supply shortage.

$MU $SNDK $EWY NAND flash manufacturers have increased their prices by as much as 50% overnight, highlighting the severe shortage the industry has been experiencing due to the insane demand by the AI infrastructure build-out.

Wild 🔥 https://t.co/sznnU3v6oE

$MU $SNDK $EWY Boom after Boom.

Independent research firm Growth Research said the dominance of the memory market is rapidly shifting from DRAM to NAND flash, and in particular, demand for a "context warehouse" for AI inference is expected to drive up contract prices by up to https://t.co/Kagxid43RG


Summary: Long both TSEM on hypergrowth in optics foundry and TSM on AI foundry + advanced packaging.

@NftSpaceman $TSEM for potential hypergrowth in optics foundry
$TSM for AI Foundry Play in Semi space with Advanced Packaging Growth Play. Both are important.

@TradexWhisperer I know foundry is great for tsem but unsure what’s a better hold


$TSM for AI Foundry Play in Semi space with Advanced Packaging Growth Play


Summary: Both AMKR and ASX will be beneficiaries; implied bullish on both.

@patrickfig94 They will be beneficiaries.

@TradexWhisperer So $AMKR and $ASX are set to explode?


Summary: Long-horizon bullish on advanced packaging plays: TSM, AMKR, ASX, INTC, and GLW fiber glass.

@endyinvesting I am bullish on Advanced Packaging $TSM $AMKR $ASX $INTC and $GLW fiber glass but this is LONG time horizon.

@TradexWhisperer No worries at all man, totally understand 👍
Just wanted your general view on the memory space right now. No specific picks needed. Appreciate your threads either way


Summary: Bullish AVGO; forecasts $100B revenue from AI alone.

@TradexWhisperer HOLY FUCK $Avgo is legit on an absolute tear rn.


Summary: Long Micron over 5-year horizon; stock deeply undervalued relative to earnings with AI inference as a major memory demand tailwind.

@Deenobrown123 I am with you on this one. Patient people who believe in AI Inference tailwind will be rewarded. I am talking about next 5 years.

There is no AI Inference without memory!

@TradexWhisperer micron makes more money than them !  And trades at 1/4 the market cap. Micron’s stock price is the most disconnected stock from earnings of any stock I’ve ever seen in my 28 years in the stock market.  Nothing has ever been this disconnected!


Summary: Bullish MU: memory supply lock-in is a durable moat across AI, smartphones, PCs, and autos; laggards lose ground.

$MU Memory is now a moat for AI buildout, Smartphone, PC, and Cars companies.

Companies that locked in supply will grow into every one of those markets. Companies that didn't will spend 5 years explaining to shareholders why competitors are pulling ahead.

I've spoken


Summary: Pushes back on cyclical 'top' callers on Micron; believes the bearish thesis will prove wrong.

@Deenobrown123 I hear ya. I've been making rev/earning comparisons with other companies. It's getting very ridiculous but cyclical traders will call it "top"

They will be wrong.

@TradexWhisperer Micron will make more profit than TSM in 2027 and about as much as them in 2026.   Micron’s market cap is about $500 billion and TSMs is about $2 trillion.  4x more market cap for the same profit, and falling behind on profit next year.


The fundamentals have never been better. This is what patience gets tested on.

Summary: Bullish MU: 12 analysts raised targets post-earnings, fundamentals at best-ever, author frames macro uncertainty as a patience test for longs.

$MU 12 firms raised price targets by an average of $130.

The fundamentals have never been better. The macro has never been messier.

This is what patience gets tested on.

$MU 12 analysts walked into earnings. 12 walked out raising targets. https://t.co/UR2VwfjOlJ


Summary: Long MU and SNDK on NAND supercycle driven by AI inference demand; NAND most undersupplied link, prices up 55-60% QoQ into Q1 2026.

$MU $SNDK NAND >> HBM?

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

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

HBM → Server DRAM → NAND

Each layer tightens as hyperscalers vacuum up supply. And NAND is now the most undersupplied link in the chain.

The numbers:

Late 2025: Some NAND types up 246% for certain buyers

Nov 2025: Contract prices up 20–65%+ MoM depending on segment

Q1 2026: NAND contract prices revised to +55–60% QoQ (up from earlier +33–38% estimates)

Enterprise SSDs: +53–58% QoQ, a new quarterly record.

Certain Enterprise NAND product have higher margins than HBM. Unbelievable times.

$MU benefits on both sides. $SNDK is the pure play.


Summary: Long MU: full memory stack transformation (DDR4, NAND, SOCAMM2, CXL, HBM4E) + structural re-rate from 0.60 PEG toward 1.0 as cyclicality narrative fades; bull case runs to 2030.

$MU Earnings tomorrow. Here's everything you need know and it's not HBM or DDR5 DRAM:

You've seen the massive DRAM price hikes over recent months. It's no secret, so it's reasonable to assume much of this upside is already priced in.

I expect solid earnings. But will the market react warmly? Or is it baking in a monster 100–200% outlook beat that may not materialize?

No one truly knows until the call.

The real question is what may NOT be in the models yet.

This is a full memory stack transformation, not just HBM. Here's what I am looking at:

---

DDR4 PARADOX. Legacy suddenly gets pricier.

Spot prices in early 2026 are 172% higher than contract prices. That scissors gap dwarfs even DDR5's 76% spot-to-contract premium.

DDR4 is now nearly 100% MORE expensive than DDR5 in spot markets.

The old rule that legacy tech gets cheaper is broken.

Why? Manufacturers phased it out too fast to free up capacity for HBM and DDR5. Demand didn't follow the script.

I'm hearing from my sources that DDR4 production could be extended 12 to 18 months.

DDR4 right now is essentially pure margin. Tooling fully depreciated. R&D zero. Fabs already paid for. Every dollar of that $80 spot price hits the bottom line harder than any new product still amortizing billions in capex.

---

NAND >> HBM

Late 2025: certain NAND types more than doubled or tripled in months. Some buyers like Kingston seeing 246% increases.

Into 2026 it accelerated. NAND wafer spot prices up 25% in a single month. Q1 2026 contract prices up 55 to 60% QoQ. Client SSDs up 40%+. Some segments up 90%+.

This isn't a supply story. It's a demand overflow story.

AI Inference buildout can't run on HBM alone. The capacity need spills over.

HBM → Server DRAM → NAND.

The entire stack is filling up at once.

---

SOCAMM2. The product almost nobody is talking about.

Vs DDR5 RDIMM: 2.5x the bandwidth. One third the power. One third the footprint.

Designed for NVIDIA Vera Rubin NVL72 and standalone Vera CPU platforms. Up to 2TB of memory and 1.2 TB/s of bandwidth per CPU.

Micron is first to market. 192GB already in high-volume production. 256GB samples shipped March 3, 2026.

Allegedly pricing around $1.3 per Gb. Close to HBM3E levels.

Has the market figured this out yet?

Every Vera Rubin NVL72 rack needs HBM4 on the GPU side AND SOCAMM2 on the CPU side.

Micron is double-dipping on the same platform. Same customer. Same rack. Two products.

---

Agentic AI Inference. Not just Inference.

Every query loads the full model into memory for instant response. Large models demand hundreds of GB just idling. Scale that across millions of users, thousands of agents, and real-time apps.

That's an insatiable appetite for memory, bandwidth, and speed.

Now add Agentic AI. And it gets worse.

Regular AI answers a question and forgets everything.

Agentic AI doesn't reset. It plans, reasons, remembers, and executes across hours or even days. An AI employee that never clocks out.

Normal inference: memory needed for milliseconds.

Agentic inference: memory needed for hours or days.

HBM fills up. Demand spills to Server DRAM. Then NAND. The entire stack saturates at once.

The outlook? Microsoft, Google, every hyperscaler is building toward always-on agents embedded in enterprise workflows. The memory footprint isn't growing linearly.

It's compounding.

---

CXL. The endgame nobody is talking about.

Right now every server has its own memory. Siloed. Capped. Expensive to scale.

CXL breaks that. CPUs, GPUs, and accelerators across hundreds of servers sharing one giant memory pool simultaneously. Petabytes. Globally addressable. No copying.

The vision: a memory lake. Every server in a data center drinking from the same pool.

Running a large model is like reading an entire library at once. The bigger the model, the more pages the chip needs to hold in memory simultaneously. Today's architecture hits a wall fast.

CXL removes that wall. More capacity than conventional DRAM. Higher bandwidth than NAND. Low latency for AI token generation.

---

Custom HBM4E. This is where it gets interesting.

HBM4E is already the next leap beyond HBM4. Faster. Denser. Built on a TSMC base die connecting all the DRAM stacks above it.

C-HBM4E takes it further.

Historically the memory controller lived on the GPU. Custom HBM4E moves it directly into the base die. Shorter signal paths. Tighter integration. The GPU and memory are essentially one unit now.

2.5x performance uplift vs previous generations.

2x better power efficiency.

More complex to build. More expensive. But for hyperscalers running AI at scale, performance per watt is everything.

This is not an incremental update. It's an architectural shift in how memory and compute work together.

---

Valuation. Elevated trailing P/E but low PEG. What does it mean?

Trailing P/E (TTM): ~40

Forward P/E: ~12

PEG Ratio (5-year): 0.60

The market believes the earnings surge is real but temporary. Still pricing in cyclicality risk that may no longer apply.

The skepticism is baked into that 0.60 PEG. Micron has rarely sustained above ~40 trailing PE ratio.

The opportunity is a re-rate. If earnings keep proving this is structural and not cyclical, the PEG re-rates toward 1.0. PE expands gradually. Not overnight. The market needs more than a few solid quarters to let go of the ghost cycle narrative.

But when it does, the multiple expansion alone is the trade. The earnings growth is the bonus.

If bulls are right, Micron could run until 2030. Or at least until we reach AGI.


Summary: Shares bullish signal: all 12 analysts raised MU targets post-earnings, atop prior 'Bargain of the Century' framing.

$MU 12 analysts walked into earnings. 12 walked out raising targets. https://t.co/UR2VwfjOlJ


Summary: Bullish MU on PSMC P5 acquisition expanding DRAM/HBM capacity for AI demand with first shipments in FY2028.

$MU Micron inaugurates acquisition of PSMC P5 site in Taiwan.

Includes 300k sqft cleanroom
Plans to add second fab → Total ~570k sqft.
Focus: leading-edge DRAM and HBM for AI demand
First meaningful shipments targeted in fiscal 2028 https://t.co/7rUY03ocZy

"We're very grateful to our existing supply chain, to Samsung, $TSM, $MU, and others. And we would like them to expand as quickly as they can. And we will buy all of their chips. I have said these exact words to them."

@elonmusk

Bullish as hell https://t.co/t3obXCJFXl


Summary: Bullish TSM to $2T market cap on massive Arizona fab expansion plans tied to US-Taiwan investment deal.

$TSM is planning a major expansion of its Arizona operations of 12 semiconductor fabrication plants (fabs) and four advanced packaging facilities, plus at least one R&D center, according to the reports by DigiTimes (citing unnamed supply chain sources),

This would involve building another Gigafab complex next to the existing Fab 21 site near Phoenix.

The plan is framed as part of a broader U.S.-Taiwan intergovernmental agreement under which Taiwanese companies (including TSMC) would invest around $500 billion in various U.S. high-tech sectors.

Key Context from the Article and Related Reports:

Earlier reports (early March 2026 and prior) had TSMC committing to $165 billion total for its Arizona campus, originally covering six fab modules at Fab 21, two advanced packaging facilities, and an R&D center on a large ~1,100-acre site.

Rumors have escalated over time: from plans for ~10 advanced fabs to the current claim of 12 fabs total (with an additional Gigafab cluster) and packaging increasing to four facilities. Some reports mention an extra $100 billion investment for further fabs.

No official confirmation from TSMC — the information remains unverified rumor/speculation. The article notes that some details "do not add up" and should be treated cautiously.

Motivations appear tied to U.S. demand (especially AI/HPC), geopolitical diversification away from Taiwan, potential tariff avoidance through local production, and making more chips "all-American" (including packaging on U.S. soil).


Summary: Multi-year memory contracts structurally reduce boom-bust cycles, enabling PE expansion for MU, Samsung, and SK Hynix.

🚨 $MU Huge News for the Memory Industry

Micron signed its first-ever 5-year Strategic Customer Agreement, moving well beyond the typical one-year deal. Samsung and SK Hynix are following suit, pursuing 3 to 5 year contracts with major tech firms. Longer commitments mean smoother cycles, better visibility, and critically a path toward PE expansion as the PEG ratio moves closer to 1.0.

For decades, memory has been defined by cycles but this may finally be changing. Multi-year commitments create revenue visibility that one-year deals simply can't. It marks a fundamental change in how memory is sold. Unlike traditional one-year arrangements, these multi-year commitments bring predictable revenue, improved operational stability, and a structural dampening of the boom-bust cycles that have historically kept PE multiples compressed.

It has begun


Samsung and SK Hynix are following suit, pursuing 3 to 5 year contracts with major tech firms


The next big wave is coming. We are so early.

Summary: Bullish on MU/NVDA/TSM/SNDK on Agentic AI memory demand wave; author compares to calling the prior memory bottom.

$MU $NVDA $TSM $SNDK

Low impressions on my Agentic AI post.

Same thing happened when I called the memory bottom. The crowd is always quiet before the move. Every major call I've made started with low impressions.

We are so early. The next big wave is coming.

$MU $SNDK Agentic AI Inference (Not just Inference). What It Means for Memory.

Normal inference: memory needed for milliseconds.
Agentic inference: memory needed for hours or days.

What is Agentic AI?
Regular AI answers a question and forgets everything. Agentic AI doesn't https://t.co/hOVJTIVp04


Summary: Shares/endorses Mizuho Outperform on both MU and SNDK, framing the sell-off as a buying opportunity.

$MU $SNDK "Sell-off is a Buying Opportunity"

Did you listen? Choose your notifications wisely. https://t.co/UOoXkY7LqM

$MU $SNDK Sell-off Is a "Buying Opportunity" Says Mizuho Financial Group

Analyst Vijay Rakesh maintained his Outperform ratings on both names. He set a $530 price target on Micron and $710 on Sandisk.

Rakesh pointed to the Jevons paradox. The 2025 launch of DeepSeek initially


Summary: Distribution moat wins the AI content flood; long META, GOOGL, MSFT, AAPL, NFLX, SPOT, RDDT as the platform winners.

At some point in the AI revolution, distribution wins everything.

AI will flood the world with content at a scale that makes today look like a prototype. Code. Apps. LLMs. Agents. Videos. Music. Articles. Books. Hundreds of magnitudes more than today.

When everything is content, reach becomes the moat.

The platforms that win:
$META Facebook + Instagram
$GOOGL YouTube + Android
$MSFT Enterprise + Personal
$AAPL App Store + 2B devices
$NFLX Pure content distribution
$SPOT Audio and podcasts
$RDDT Communities
xAI


Summary: Multiple analyst upgrades/PT raises on SNDK; bullish NAND thesis across MU and SNDK as AI inference demand cascades from HBM into NAND.

$SNDK gets a Street-high $1,250 price target, with a bull-case of $3,000 from Bernstein

Evercore ISI initiated coverage with an Outperform rating and a price target of $1,200

Jefferies raises the price target to $1,000 from $700

Citi raised the price target to $980 from $875 https://t.co/lHXcGWbIto

$MU $SNDK NAND >> HBM?

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

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

HBM → Server DRAM → NAND

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


$MU $SNDK NAND >> HBM? Everyone is watching HBM. The smart money is watching NAND.


Summary: Bullish SNDK with implied target of $1500 from $200, citing extraordinary blue candle signal.

$SNDK From $200 to $1500

This is the craziest BLUE candle signal I've ever shared.

What a journey. Now, be wise and turn your notifications on. https://t.co/8WwnaEmuMU


Summary: Long TSM on 80% CAGR CoWoS capacity growth; 2.5D/3D packaging is the critical bottleneck and TSMC wins regardless of which chipmaker leads.

$TSM 80% CAGR. That is how fast TSMC CoWoS capacity is growing and that's not a typo.

Advanced 2.5D/3D packaging is Moore's Law going 3D. The most critical bottleneck nobody is talking about.

Give it 15 minutes if you want to learn why. You will not regret it. https://t.co/BJ1sBKUBdQ

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

Is that clear enough? TSMC All In


Summary: Strongly bullish on memory (MU, SNDK, HBM): AI cognitive capacity demands ever-more HBM, memory demand is far from peaked.

Oh you think memory peaked? Are you a fucking idiot?

The industry stopped caring about storing pictures and videos. It only cares about one thing now. Cognitive capacity of AIs to GENERATE them.

More HBM = more context = less forgetting. The less you forget, the higher the cognitive ability and accuracy.

Just like companies hire the smartest and most talented people to win (especially the ones who don't forget), the entire industry will do the same with AI and that includes not forgetting the details of the discussions I had a week or a month ago. So good luck with current state of AIs. Sometimes they barely recall something from 30 minutes ago.

If you believe we are at the peak of Artificial Intelligence, congratulations. You and a poorly equipped AIs have the same diagnosis. Memory and cognitive capacity deficiency.

$MU $SNDK $DRAM


More HBM = more context = less forgetting

HBM sector basket: Micron, SK Hynix, Samsung


Summary: Long MU: generates more revenue than AMD+ASML+AMAT+SNDK combined at 4x lower market cap with 81% margins; massively undervalued.

$MU Holy Shit

Micron will generate more revenue next quarter ($33.5B) than $AMD, $ASML, $AMAT, and $SNDK combined ($31.5B).

Their combined market cap is $1.92T. $MU sits at $0.55T with 81% margin guided.

Same output. Four times cheaper. You do the math. https://t.co/CNIczJbP1r

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: Endorses MU as increasingly cheap value play in memory boom.

@hoanghvy It's getting ridiculously cheap

@TradexWhisperer $MU screams value in memory boom


Summary: Endorses TSMC bullish thesis; growth pace exceeds hyperscalers.

@stockmindsweb Yep. Faster than hyperscalers

@TradexWhisperer $TSM is still in hyper growth mode 👍🏻


Memory investors. Write this down. The entire portfolio is firing. Bears are in denial.

Summary: Strongly bullish MU: entire memory portfolio profitable (non-HBM DRAM, NAND), supply won't catch demand until well past 2028; bears wrong.

$MU $DRAM $SNDK Memory investors. Write this down.

"Today, Non-HBM DRAM has actually higher profitability than HBM. NAND has strong profitability as well."

-@MicronCEO on CNBC.

The entire portfolio is firing. Bears are in denial.

https://t.co/fgMXArz7GT

$MU @MicronCEO on CNBC. Three things the bears need to hear.

One. Non-HBM DRAM is more profitable than HBM today. The entire portfolio is firing.

Two. A meaningful supply ramp does not even begin until 2028. And even then, supply will not catch demand for a considerable period https://t.co/muvkERoK2z


Summary: Bullish on memory/storage plays MU, SNDK, and DRAM sector as agentic AI drives 10x demand for compute, memory, and storage.

$MU $SNDK $DRAM

The token used to answer a question.

Now it runs your business.

That is a complete redefinition of what a token is worth.

10x more compute. 10x more memory. 10x more storage.

Agentic AI will multiply the AI market.

I've spoken

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

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

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

$PLTR $TSM $MU $MSFT $GOOGL $TSLA


10x more memory. Agentic AI will multiply the AI market.


Big win for Palantir: Builds on prior contracts (e.g., up to $1.3B and a $10B Army deal); has helped drive the company's stock surge and ~$360B market value.

Summary: Shares bullish PLTR news: Pentagon adopting Maven AI as official program of record, securing stable long-term military funding across all branches.

$PLTR The Pentagon plans to officially adopt Palantir’s Maven AI system (also called Maven Smart System) as a core US military system, designating it an official “program of record.”

In a March 9 memo/letter from Deputy Secretary of Defense Steve Feinberg to senior Pentagon leaders and military commanders, the department emphasized embedding Maven to give warfighters tools to “detect, deter, and dominate adversaries in all domains.”

Oversight shift: Maven’s management will move from the National Geospatial Intelligence Agency to the Pentagon’s Chief Digital and Artificial Intelligence Office (led by Cameron Stanley) within 30 days; future contracting will be handled by the Army.

What Maven does: It’s a command-and-control AI platform that ingests vast battlefield data (satellites, drones, radars, sensors, intelligence reports) to automatically identify threats/targets like enemy vehicles, buildings, and weapons stockpiles. It accelerates intelligence analysis and supports weapons targeting (already used in thousands of targeted strikes, including recent operations against Iran).

Timeline: Expected to take effect by the end of the current fiscal year (September 2026).

Strategic impact: As a program of record, Maven will gain stable long-term funding and easier adoption across all military branches, making AI-enabled decision-making a cornerstone of US strategy. It evolved from the 2017 Project Maven (initially for drone imagery).

Quote from Feinberg: “It is imperative that we invest now and with focus to deepen the integration of artificial intelligence (AI) across the Joint Force and establish AI-enabled decision-making as the

Big win for Palantir: Builds on prior contracts (e.g., up to $1.3B and a $10B Army deal); has helped drive the company’s stock surge and ~$360B market value. Palantir and the Pentagon declined immediate comment.

$PLTR valuation makes ZERO sense

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

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

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


Summary: Long MU; re-rate underway, sees move from $566 to $1000.

$MU The re-rate is starting. $566 → $1000

$260, Not. Definitely Not. https://t.co/VCiIkPnlQC


Summary: AI code commit growth drives memory demand to MU and fabrication to TSM; both named as direct beneficiaries of compute expansion.

135,000 AI-written code commits. Per day. Just from Claude. That was 3,000 thirteen months ago.

Each commit is a compute event. Compute events consume memory. Memory demand flows to $MU. Fabrication flows to $TSM.

Silicon is eating software. https://t.co/JmUIzGgZ3x


Summary: Bullish MU: low valuation (PE 15.5, P/S 2.33), HBM up 50% sequentially, DRAM/NAND prices surging, plus autonomous-car memory demand catalyst.

$MU Micron Reportedly Expects Future Autonomous Cars to Require 300GB+ DRAM

Micron CEO Sanjay Mehrotra said that as automakers introduce more geofenced Level 4 vehicles, memory BOM per vehicle could rise from about 16GB to over 300GB, driving robust long-term growth in automotive memory demand. Regarding robotics, Mehrotra added that robots may require a compute platform comparable to that of a high-end L4-capable vehicle, implying around 300GB of DRAM along with substantial solid-state storage.

$MU Bargain of the Century

PE Ratio: 15.5
Sales Ratio: 2.33

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


Summary: Bullish MU; pullback is technical/sector-wide, not fundamental — buy the discount.

$MU +14.5% YTD

The pullback is technical. Every semi name is down. It's on sale. The market is handing you a discount. https://t.co/CE4be9hK4t


Summary: Endorses bullish thesis that MU's memory shortage tailwind is poised to continue.

@dissectmarkets Yes, it's poised to continue

@TradexWhisperer Holy cow! That’s insane how $MU could eventually be the biggest company in the world if this memory shortage continues


Summary: Bullish PLTR on Agentic AI deployment; expects it to outperform once the market shifts attention from chips.

I really don't know when the market is going to care about Agentic AI at the software level. I think there hasn't been a silver bullet demo yet. Maybe there are some out there but probably the 'meh' type. The thing is, Palantir is going to blow everyone away. Chips are consuming all the oxygen, for NOW.

@TradexWhisperer @number1Rory Do you think it's too early to take a position?

What do you think of Huang’s vision on the deployment of AI agents in organizations?


Summary: Staying long LITE, COHR, GLW as optics plays and TSM, ASX for co-packaged optics exposure.

Photonics are taking off because most are small caps. They are easily modulated by the sudden investments that come in. Now having said that, the need for optics is REAL (reserach Ultra Rubin). Whole suupply chain is trying to figure how important they will become in the next 5 years. You need lasers but you need special materials for lasers but you also need special Co-Packaged-Optics for these to work in tandem with Silicon Chips... now you need more Pure Fiber Optics glass... now you need Optics Foundry as well. So yeah, the whole chain is moving. It's hype/real depending which company we are taking about. If psychology is what you're seeking stay invested on easy to understand optics players. I am staying with $LITE $COHR $GLW. $TSM $ASX for CPO.

@TradexWhisperer Is photonics really a memory play in disguise?  has the easy money been made? And how many of the many photonics companies would you expect to deliver on their hype?


$MU $626, +910% since my "Bargain of the Century" callout. What's next? $MU $DRAM is next.

Summary: Bullish MU; author signals further upside ahead after prior +910% call, with DRAM as the next catalyst.

$MU $626, +910% since my "Bargain of the Century" callout

What's next? $MU $DRAM is next.

Choose your notifications wisely https://t.co/JgWTkwmkva


Summary: Bullish COHR on optical transceiver demand for AI bandwidth; chart setup signals another upside launch.

$COHR +65% since the BLUE candle call in April

Not luck. Structure.

AI is not just a compute problem. It is a bandwidth problem. Above 400 gigabits per second, optical transceivers are not optional.

Get 300+ charts daily. Try it free:
https://t.co/ZQDP5HCFyq https://t.co/gzOxbFdwHB

$COHR is building toward another BLUE candle launch. Setup is there. Crossing fingers on geopolitics/macro sentiment.

Get 280+ charts daily. Try it free:
https://t.co/ZQDP5HCFyq https://t.co/1bjyGJoJIL


Summary: Bullish MU after earnings print; selling is for event/fear traders, fundamentals intact.

Who sells $MU after a print like that?

Someone who was never really long to begin with. Event trader. Fear trader. Headline trader.

Fundamentals don't expire overnight. Patience is my edge.


Summary: Bullish Micron as a generational opportunity; anchoring to post-covid dip obscures structural improvements.

@Deenobrown123 @gregory_FTA Well analyzed 👏
I think people are anchored in that post-covid dip that should've never existed. Micron's structural changes started much earlier only to be ruined by covid. I think people with good memory will miss the generational opportunity.

@TradexWhisperer @gregory_FTA Yeh. I said something similar a few days ago.  Except I use their profits. The first time Nvidia made over $20 billion in a quarter was the quarter of January 2025. Last year. And they were valued at 3 trillion. Micron’s  gonna make $20 billion next quarter and they’re not even


Summary: Endorses parent's bullish Micron thesis; $1T market cap incoming.

@Deenobrown123 Really good thoughts here. I really agree. $1T mc incoming.

@TradexWhisperer Micron is about to go nuclear.  The math can only be ignored for so long.  I remember when NVDA traded between $350 -$500 (pre split).  It was 2023.  Then in Jan of 2024, it broke $500. I remember, because that’s when I dumped the rest of my TSLA, and bought more NVDA.  Then she


Summary: Shares bullish Wall Street sentiment into MU earnings: 9 PT raises, 0 downgrades in March.

$MU Earnings in 3 days. Here's what Wall Street did in March alone: 9 firms. 9 raises. 0 downgrades. https://t.co/lj0tY3dewD

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

AMA is open. Ask me anything.

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


Summary: Bullish memory stocks: Apple's Cook signals persistently higher memory costs and supply lock-ins, boosting Micron backlog visibility and broader DRAM sector.

$MU $SNDK $DRAM

The most powerful memory bull on Wall Street right now is Apple CEO Tim Cook

-On Apple's Q2 FY2026 call, Cook told analysts memory prices aren't coming down anytime soon. Costs will be "significantly higher" in June.

-The impact will keep growing: “Beyond the June quarter, we believe memory costs will drive an increasing impact on our business,” signaling no quick relief.

-Apple plans to “look at a range of options,” which may include locking in longer-term supply agreements, a further positive for Micron’s backlog visibility.

When your biggest customer stops hoping for lower prices and starts locking in supply...

Bullish 🔥


Summary: Holding MU long after 1.618 Fib breakout; not trimming until monthly pink candle signal.

$MU just broke through 1.618 Fib.

Re-rate initiated.

Not trimming until (M) PINK candle.

Get 300+ charts daily. Try it free: https://t.co/UOnxsgbASK https://t.co/eTlORHVF8d


$MU PT Boom 💥 Price target raised to $825 by Lynx Equity

Summary: Shares/endorses Lynx Equity PT raise to $825 on MU, framing it as bullish validation of prior long thesis.

$MU PT Boom 💥

Price target taised to $825 by Lynx Equity.

If realized, that would be ~12x from my original bargain post ($62) https://t.co/Qm905NhetZ


$MU is $1,600 … that is still an embarrassment of a multiple for what these companies are becoming

Summary: MU and SNDK deeply undervalued at current multiples; fair value at 16x forward PE implies MU $1,600 and SNDK $2,500 — still below half the 34x sector average.

If you re-rate $MU and $SNDK to 16x forward PE

$MU is $1,600
$SNDK is $2,500

And that is still an embarrassment of a multiple for what these companies are becoming. AI Cognitive Capacity Infrastructure.

The semiconductor sector average is 34x.

16x is less than half. $DRAM


$SNDK is $2,500 … that is still an embarrassment of a multiple for what these companies are becoming


Summary: Agentic AI drives compounding memory demand across HBM, Server DRAM, and NAND — bullish MU and SNDK.

$MU $SNDK Agentic AI Inference (Not just Inference). What It Means for Memory.

Normal inference: memory needed for milliseconds.
Agentic inference: memory needed for hours or days.

What is Agentic AI?
Regular AI answers a question and forgets everything. Agentic AI doesn't reset. It plans, reasons, remembers, and executes across hours or even days. Think of it as an AI employee that never clocks out.

Result? HBM fills up. Demand spills to Server DRAM. Then NAND. The entire stack saturates at once.

The outlook: Agentic AI is just getting started. Microsoft, Google, every hyperscaler is building toward always-on AI agents embedded in enterprise workflows.

The memory footprint isn't growing linearly. It's compounding.

Bullish 🔥


$MU $SNDK Agentic AI Inference (Not just Inference). What It Means for Memory.


가는 방향은 크게 다르지 않아요. US Premium만 제외하면 비슷한 의견/thesis

Summary: Bullish SK Hynix; same directional thesis as prior call, minus US premium factor.

@shortelonmusk 네. 가는 방향은 크게 다르지 않아요. US Premium만 제외���면 비슷한 의견/thesis


Summary: Bullish AMD as best-positioned for the incoming Edge Device AI wave.

@MikeLongTerm Bullish numbers. Edge Device AI wave is coming and $AMD will probably the best positioned for it.

@TradexWhisperer And $AMD in Q4 as well. It doesnt look like TSMC gonna be able to solve CPU shortage in the next 6-12 months.

CPU:GPU Ratio was all wrong As Jensen hyped it up way too much in 2023-2025. Now everyone is chasing CPUs.

Agentic AI is already shifting from 1:4 to 3-5:1 ratio, and


Summary: Bullish MU and DRAM: 40-50% DDR5 price surge, severe supply shortages in DRAM and NAND, aligning with TrendForce 58-63% Q2 contract price forecast.

$MU $DRAM Hi Bears, I thought you said it was over?

"Taiwanese memory module maker Transcend is experiencing a sharp 40–50% price surge in DDR5 modules for Q2 2026 compared to Q1. This contradicts recent concerns about a cooling memory market, as some price corrections were observed in China’s retail DDR5 segment."

The increase aligns closely with TrendForce’s earlier forecast of a 58–63% quarter-on-quarter rise in conventional DRAM contract prices for Q2.

Transcend’s Chairman, Peter Shu, noted that upstream supplier transactions show no signs of price weakening. Both DRAM and NAND Flash remain in severe shortage, with customers placing near-daily orders due to tight supply.

DDR4 supply tightness is intensifying, while NAND Flash shortages are expected to worsen further. Major suppliers like Samsung and Micron are keeping output constrained with low fulfillment rates.

$MU Micron signed its first-ever 5-year Strategic Customer Agreement, moving well beyond the typical one-year deal.

Ignore the FUD


Both DRAM and NAND Flash remain in severe shortage, with customers placing near-daily orders due to tight supply


Summary: Bullish MU and Sandisk on rising CPU core counts driving more DRAM and NAND demand.

@guts2028 Yeah. More CPU cores... heck lot more DRAM & NAND

@TradexWhisperer Bulish for mu and sandisk no?


SanDisk spun off from WDC, trades as SNDK on Nasdaq


Summary: Bullish MU: at 6x forward P/E it is deeply undervalued vs peers; a re-rating to 18x would still leave it cheap.

$MU 6x Forward P/E
$WDC 32x Forward P/E
$AMD 51x Forward P/E
$ARM 98x Forward P/E
$INTC 110x Forward P/E

The market is still calling all of them "cyclicals."
If $MU is re-rated to 18x, it would still be ridiculously cheap. https://t.co/u9N7mddSI2


Summary: Long memory sector, endorsing the locked-in supply / wafer shortage thesis through 2030.

@TradexWhisperer wafer shortage till 2030 means every chip name with locked in supply is sitting on gold and most people dont realize it yet


Summary: Bullish MU: HBM4 volume shortfall filled by higher-margin HBM3E/enterprise DRAM; structural shift benefits memory companies with allocation agility.

$MU $DRAM If HBM4 volume goes down then HBM3E and other higher margin enterprise DRAM will fill the gaps. This is the part of the structural shift we're witnessing. Memory companies have more agility in allocating their sources to the highest margin pipeline.

Samsung and SK hynix are adopting diverging strategies for HBM4 ramp-up as the industry prepares for NVIDIA’s next-generation platforms amid ongoing AI demand.

Samsung is aggressively pushing to improve 1c DRAM yields for HBM4 from current levels below 60% toward a target of 80% in the second half of 2026 to achieve near-mature production and better serve key AI customers including NVIDIA.

The company aims to strengthen its competitive position through advanced DRAM technology despite heavier reliance on EUV lithography which adds process complexity and cost.

Samsung has already raised prices for HBM4 logic dies by around 40-50% since early 2026.

SK hynix the current HBM market leader plans to trim HBM4 shipments by 20-30% from original 2026 targets mainly due to delays in NVIDIA’s Rubin platform rollout.

Reasons for the cut include longer validation times for HBM4 components network interconnect changes from CX8 to CX9 higher power consumption and the need for advanced liquid cooling.

SK hynix is redirecting the reduced HBM4 volumes toward stronger demand for HBM3E and server DRAM such as LPDDR helping maintain overall memory demand.

NVIDIA’s Rubin GPU shipment share is now expected to drop from 29% to 22% in 2026 while Blackwell powered by HBM3E gains momentum rising from 61% to 71%.

Blackwell just got revised to 71% on 2026 shipments. Previously 61%. Rubin got cut from 29% to 22%.

This means $MU will sell more HBM3E than projected. Blackwell runs on HBM3E.

SK Hynix and Micron are both ahead of Samsung in HBM3E maturity, especially on 12-high stack HBM3E https://t.co/Es0eKYd4MG


Summary: Long TSM, ASX, and AMKR on a long-term basis in the context of packaging demand.

@ditinhoo10 I like $TSM $ASX $AMKR. It's LONG term.

@TradexWhisperer Is amkor the next buy as a result of the packaging problem ?


Blackwell needs more HBM than Hopper. Vera Rubin needs more than Blackwell. Rubin Ultra needs exponentially more than Vera Rubin. AI inference runs on HBM. And demand is only going one direction.

Summary: Long MU: HBM demand escalates through Nvidia's GPU roadmap (Hopper→Blackwell→Rubin→Rubin Ultra) with AI inference as a structural tailwind.

$MU $DRAM

Blackwell needs more HBM than Hopper.

Vera Rubin needs more than Blackwell.

Rubin Ultra needs exponentially more than Vera Rubin

AI inference runs on HBM. And demand is only going one direction. https://t.co/BqVx49fyhX


Micron's PSMC Acquisition Updates in Taiwan. -PSMC Core Business Reportedly Swings to Profit in Q1. Good news. -Synergies are projected to materialize in 1.5–2 years. -The proximity a big plus for streamlined HBM fab -> probe -> post-wafer-fabrication (PWF) production process.

Summary: Bullish MU: PSMC swings to profit, HBM fab synergies projected in 1.5–2 years, second Tongluo fab adds meaningful HBM capacity.

$MU Micron's PSMC Acquisition Updates in Taiwan.

-PSMC Core Business Reportedly Swings to Profit in Q1. Good news.

-US$300 million (~NT$10 billion) prepayment under an HBM-related contract manufacturing agreement to fund equipment and cleanroom investments.

-PSMC will handle intermediate PWF (wafer fabrication) processes for Micron and benefit from guaranteed wafer take-up with margins.

-Synergies are projected to materialize in 1.5–2 years. The Tongluo site is expected to begin meaningful shipments in fiscal 2028.

-Micron plans to build a second fab of similar scale at the location, with construction starting by the end of FY2026, adding roughly 270,000 square feet of cleanroom space. The site is located about 15 miles from Micron’s existing Taichung mega campus.

-The proximity a big plus for streamlined HBM fab -> probe -> post-wafer-fabrication (PWF) production process.

$MU Holy Sh*t

Micron Plans SECOND Tongluo Facility Immediately After the PSMC P5 Acquisition; Construction to Start by FY26

Micron intends to build a second manufacturing facility of similar scale at the same Tongluo site, adding roughly 270,000 square feet of cleanroom space. https://t.co/ZiIdxINxiw


Summary: Bullish AMD, INTC, and MU on CPU/memory renaissance as AI shifts from training to inference/agentic era, increasing CPU-to-GPU ratios.

$AMD $INTC

Training Era: 1 CPUs per 8 GPU.
Inference Era: 4 CPU per 8 GPU
Agentic AI: 8 CPU per 8 GPU

CPUs are becoming the real orchestrators. Intel Q1 Data Center +22% YoY. $5.1B. 18A ahead of schedule.

Inference = CPU + Memory Renaissance $MU $DRAM https://t.co/Sxublk0c6g

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

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

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


Intel Q1 Data Center +22% YoY. $5.1B. 18A ahead of schedule


Inference = CPU + Memory Renaissance $MU $DRAM


Summary: Dismisses TurboQuant's claimed memory savings as controlled-benchmark hype; HBM demand unchanged via Jevons Paradox, bullish MU/SNDK/Korea memory plays.

$MU $SNDK $EWY

Every few months a paper drops claiming AI needs less memory. This is that paper. There is no such thing as a free lunch.

Compressing KV cache in controlled benchmarks is not the same as scaling it universally to every user, task, and platform in the world. Accuracy collapse is real at scale. As expected from a research paper, the downsides never make the headlines.

Remember Titans Architecture? Google said it would make memory usage more efficient. Didn't move the needle. If anything, it drove more HBM demand. Jevons Paradox. What did Deepseek do? What's memory demand today? You be the judge.

HBM is still the primary fuel for AI training. That does not change. The paper targets long-context inference which relies on a full memory stack: HBM for speed, server DRAM and NAND for capacity and storage. When inference runs, memory spills from HBM into conventional DRAM and NAND. HBM stays fully utilized. At best, this research reduces the spill in a controlled workload, IMO.

Introducing TurboQuant: Our new compression algorithm that reduces LLM key-value cache memory by at least 6x and delivers up to 8x speedup, all with zero accuracy loss, redefining AI efficiency. Read the blog to learn how it achieves these results: https://t.co/CDSQ8HpZoc https://t.co/9SJeMqCMlN


Summary: Bullish MU: argues re-rating to just half ASML/AMD's average multiple (21x) implies $1,325 price target.

$ASML trades at 40x. $AMD trades at 42x.

What if $MU re-rates to just half their average, 21x.
That puts $MU at $1,325.

Not asking for moonshot Just half of what they get. https://t.co/T2HqdcJyin

Some names are getting too cheap to ignore.

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

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


Summary: Bullish MU: analysts undermodeling DRAM scarcity as CEO flags HBM cannibalizing wafers and demand exceeding supply by 2–3x.

$MU

Sanjay 2024: "HBM is feasting DRAM wafers"

Analysts: let's just model it like nothing changed

Sanjay 2025: "DRAM is a strategic asset. We can only meet 1/3 to 1/2 of demand"

Analysts: let's just model it like nothing changed

Ignoring me or the @MicronCEO is a choice.


Summary: Memory stocks bullish as sector set to grow from ~8% to 30%+ of hyperscaler CapEx by CY26-27.

$MU $SNDK $DRAM $EWY

Memory are poised to capture a significantly larger share of hyperscalers' capital expenditure.

Memory is taking over Hyperscaler CapEx.

In CY23 and CY24, memory was ~8% of total Hyperscaler spend. We estimate it hits 30% in CY26 and moves higher in CY27. That's a near-4x shift in just four years. (1/4) 🧵 https://t.co/fUxpwUYfcO


Summary: Bullish MU and SNDK on continuing NAND boom as DDR4 tightness and NAND flash shortages worsen.

$MU $SNDK NAND Boom Continues.

"DDR4 supply tightness is intensifying, while NAND Flash shortages are expected to worsen further."

- Chairman Peter Shu, Transcend

$MU HBM? Not margin king anymore.

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

Bullish Margin Inversion 👇


Summary: Bullish MRVL on Celestial + CXL stack synergies enabling unified GPU/Memory.

@summersunair I like $MRVL Celestial. When combined with CXL, I think their benefits will stack. Unified GPU/Memory has a real purpose.

@TradexWhisperer What do you think is NOK and mrvl?


Summary: Long TSMC: every AI winner routes through it, $3T market cap is inevitable destination.

$TSM Earnings Tomorrow. 4/16. 2AM EST.

The mother of all semiconductor reports.

One company. Every AI winner routes through it. $NVDA, $AVGO, $AMD, $MU, SK, $ARM. TSMC doesn't pick sides. It collects from all of them.

$3 Trillion MC is not a prediction. It's a destination.


No one comes close. Not half. Not a quarter. Not even one eighth of TSMC's market share. One unavoidable destination.

Summary: Bullish TSMC as irreplaceable HBM CoWoS integrator; MU, Hynix, Samsung all benefit as captive HBM4E suppliers.

$TSM No one comes close. Not half. Not a quarter. Not even one eighth of TSMC's market share.

Now add this. $MU, SK Hynix, Samsung. All three HBM suppliers feed TSMC for CoWoS, logic base die and memory controller for C-HBM4E.

One unavoidable destination. https://t.co/f2xRU3CBTo


$MU, SK Hynix, Samsung. All three HBM suppliers feed TSMC for CoWoS, logic base die and memory controller for C-HBM4E.


First, there are Micron and SanDisk... from the perspective of Nvidia or Google, since Micron and SanDisk are U.S. companies, isn't it somewhat burdensome to go all-in on Korea... They can foster U.S. companies

Summary: Relays bullish thesis: AI memory demand could grow 100x; Micron and SanDisk positioned as geopolitical beneficiaries as US customers diversify away from Korean suppliers.

$MU $DRAM $SNDK

The "Father of HBM' Prof. Kim Jeong-ho just dropped the most bullish line for memory investors in an interview.

"The Essence of AI is Memory. Future Semiconductor Demand Will Increase 100 Times or More" 🤯

"I believe it will grow exponentially. There are various factors involved; we need to produce personalized, custom-made solutions, move towards multi-models, and furthermore, I think we will enter an era in the future where one-person businesses start up with 100 AI agents. Then, let's leave the social issues of unemployment to discuss again when the opportunity arises. In that case, wouldn't we need about 100 times more memory? However, the number of users could also increase 100 times. Currently, I estimate that about 10% to 11% of the entire population actively uses AI. In the future, people could do all their work using AI all day long. If you multiply that by, much more AI memory might be needed in the future, but there are risk factors such as whether there is the capital to build it and whether the power supply is sufficient. We call that a bubble. Technically, if there isn't one, demand is bound to keep increasing.

"If you entrust it with a task without giving it one, that is called an autonomous AI agent. If we use 100 such agents, 100 of them are running 24 hours a day. This is referred to as token usage, and since token usage increases memory capacity, it seems that a demand for memory will be far greater than imagined. But as I have repeatedly mentioned, someone has to buy that. AI companies are creating that much added value, and people are willing to spend 1 million or even 10 million won out of their own pockets each month. The question is whether companies, nations, or individuals can afford to pay for that."

"...my argument is that as we move on to HBM4, 5, 6, and 7, we should also integrate GPUs and CPUs into the HBM. Since AI computing is memory-centric, the idea is that we shouldn't be dependent on the GPU; instead, we should handle everything ourselves and only hand over the slightly tedious calculations to the GPU. But to do that, we need a foundry. We need the capability to design and manufacture GPUs and CPUs. We can say that Samsung Electronics possesses that capability."

"In 10 years, anything will be possible. First, there are Micron and SanDisk. Although SanDisk hasn't pursued HBM, they are currently investing heavily in HBF. As the NAND market expands, the only way to increase capacity is by stacking chips. Therefore, from the perspective of Nvidia or Google, since Micron and SanDisk are U.S. companies, isn't it somewhat burdensome to go all-in on Korea, geopolitically speaking? They can foster U.S. companies, and Micron and SanDisk are among them. So, currently, production volume is inevitably much higher for Samsung and Hynix, and their performance is the best. Therefore, while they rely on them, in the long term, they will likely try to diversify across multiple companies, which is one risk. Another point is that they will likely continue to demand that Samsung Electronics and Hynix build factories in the U.S. It seems they intend to choose companies that are geographically close."


SanDisk... currently investing heavily in HBF. As the NAND market expands... They can foster U.S. companies, and Micron and SanDisk are among them


Summary: Bullish TSMC: Intel/Samsung secondary foundry talks confirm TSMC is fully maxed on advanced nodes, validating the bull thesis; expects $2T valuation / ~6% move.

$TSM $2 trillion. ~6% move.

Called it yesterday. The $INTC and Samsung headline was never bearish. It proved TSMC is maxed out. That is the bull thesis.

The manipulation did not work.

Understanding TSMC means understanding the IP and the marvel of the fab process. Anyone who shorted this does not have that understanding. They chart. They do not know semiconductors.

Time to unfollow those accounts. Signal over noise. Always.

$TSM Here is what the market does not understand.

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

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


Summary: Bullish AMD: CPU TAM nearly doubled to 35%, Agentic AI wave just starting to be priced in.

$AMD BLUE Candle. +99% surge

CPU TAM revised from 18% to 35%. Nearly 2x in one report. The market is pricing in the Agentic AI wave aggressively. We're just getting started.

Get 300+ charts daily. Try it free:
https://t.co/ZQDP5HCFyq https://t.co/yT5Sk8eait


Summary: Bullish on memory stocks; endorses parent's thesis of $1T valuation creation, affirming it as the first milestone.

Global memory stocks basket: Micron, SK Hynix, Samsung

@TradexWhisperer Trillion dollars of valuation will be created on memory stocks


This is why I own $TSM. TSMC does not pick sides. It collects from all of them. Every AI winner routes through TSMC. Every single one.

Summary: Long TSM as the de facto semiconductor index: collects revenue regardless of which AI chip vendor wins, with exclusive CoWoS/packaging capacity and 2nm node dominance.

This is why I own $TSM.

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

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

$ARM needs it because virtually every ARM-designed chip in existence is fabricated at TSMC. The architecture and the foundry are inseparable. Own the IP. Own the fab. Own everything in between.

$AMD needs it for SoIC chiplet stacking and high performance compute. AMD was the first SoIC customer and is deepening that relationship every generation.

$NVDA needs it for 3nm and CoWoS-L packaging. NVIDIA alone has booked over 70% of all CoWoS-L capacity. The anchor tenant of the entire AI infrastructure build.

$AAPL needs it for InFO advanced packaging and 2nm exclusivity. Apple funded TSMC's yield learning curve for every major node transition since 20nm.

$AVGO needs it for co-packaged optics and high speed networking ASICs. One of the top CoWoS customers behind only NVIDIA.

$QCOM needs it for mobile silicon and every Snapdragon platform on Earth.

MediaTek needs it for every mobile, TV, and AI edge chip it produces. One of TSMC's largest and most loyal volume customers globally.

Hyperscalers need it for proprietary AI ASICs at massive cloud scale. Google, Amazon, and Meta are now competing directly with NVIDIA for TSMC packaging slots.

Every AI winner routes through TSMC. Every single one.

It is not a semiconductor company. It is the de facto semiconductor index. A proxy for the entire industry that frees every partner to compete while TSMC collects from all of them.

You do not need to pick the winning AI chip. You just need to own the foundry that makes them all.

$TSM is not a position. It is a thesis.

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

Is that clear enough? TSMC All In


Summary: LTA expansion + surging AI demand creates producer's market; DRAM prices could rise 50% QoQ in Q2, pushing margins above 80% — structural re-rate for memory names.

$MU $SNDK $DRAM JUST IN: LTA Expansion

Samsung and SK hynix are expanding Long-Term Agreements (LTAs) with major clients amid surging AI demand and tight memory supply. Buyers are willing to pay premiums and higher advance payments to secure supply, which could paradoxically drive overall memory prices higher in the near term.

Shift in Market Dynamics: LTAs, traditionally used to reduce price volatility, are now pushing prices up. Customers with LTAs accept higher fixed prices for supply security; those without may face even steeper spot-market prices due to shortages. The memory market is described as a "producer’s market," with the supply-demand imbalance likely persisting until at least 2028.

Samsung’s Moves:

-Major clients are seeking mid- to long-term volumes due to strong AI expectations. Samsung is signing multi-year contracts.

SK hynix’s Deals:

-Three-year DDR5 supply agreement with Microsoft (tens of billions of dollars).

-Up to five-year (plus possible two-year extension) general-purpose DRAM deal with Google, potentially linked to next-gen HBM.

Advance payments rising sharply from previous sub-5% levels to 10–30% of contract value. Suppliers can retain prepayments as penalties for volume shortfalls. Contracts often include minimum price floors.

Outlook: Move toward 3–5 year agreements reduces reliance on cyclical PC/smartphone demand and supports more stable AI-driven growth. Analysts note potential for DRAM prices to rise up to 50% QoQ in Q2, pushing margins above 80%

Structural Shift = Re-Rate

$DRAM $MU Memory Trio Secures 5-Year LTAs. Now, $SNDK joins the ranks.

Sandisk CEO said the company has signed five long term contracts, 3 of them worth $42 billion and "if they walk away from a contract, I get that money." 🤯

"The bane of this industry has been the boom-bust https://t.co/Kh7JoWrRZ1


SK hynix's Deals: Three-year DDR5 supply agreement with Microsoft... Structural Shift = Re-Rate


Samsung is signing multi-year contracts... Structural Shift = Re-Rate


Holy Sh*t... The Demand Must Be Through The Roofs

Summary: Bullish MU; second Tongluo facility signals demand is through the roof, endorsing the 'bargain of century' thesis.

$MU Holy Sh*t

Micron Plans SECOND Tongluo Facility Immediately After the PSMC P5 Acquisition; Construction to Start by FY26

Micron intends to build a second manufacturing facility of similar scale at the same Tongluo site, adding roughly 270,000 square feet of cleanroom space. Construction is set to begin by the end of fiscal 2026.

The expansions aim to boost production of cutting-edge DRAM, including High Bandwidth Memory (HBM), to meet surging demand from AI, high-performance computing, and next-generation memory applications.

This forms part of Micron's broader Asian expansion strategy, which also includes sites in Linkou and Tainan (Taiwan), Hiroshima (Japan—with significant investment and subsidies), and an ATMP facility in Sanand, Gujarat (India).

The Demand Must Be Through The Roofs


Summary: Long MU as HBM scarcity makes it a strategic chokepoint in the AI accelerator race through 2026–2030.

$MU Food for thought.

2026: What if the game isn't just building the best AI accelerator?

What if the real move is hoarding HBM to starve your competitors to stay ahead?

Intel. AMD. NVIDIA. Microsoft. Amazon. Meta. Google. Tesla. All fighting for the same scarce supply.

@MicronCEO called memory a strategic asset. It's probably a hint. In the 2024 earnings call, he said HBM was starving wafers for Server DRAM. He wasn't being poetic. That was the core thesis all along.

Now we enter 2030: Agentic AI, Inference and Reasoning Accelerators enter the race.

Same war. Bigger stakes. Same bottleneck.

$MU sits at the center of it all.

---

The amount of HBM you get is directly tied to the amount of AI accelerators you can build which is inversely proportional to your competitors' buildout. This is true only because HBM is extremely scarce.


Summary: Strongly bullish memory sector: MU and SK Hynix at world-class growth with basement valuations (fwd PE 4-9x), calls it the mispricing of the century.

Thought $PLTR's Rule of 40, Score of 146 was high?
You haven't seen memory yet.

SK Hynix: 270
$MU:  265

Forward PE of 4x - 9x
World class growth. Basement level valuations.
The Mispricing of the Century $DRAM $SNDK https://t.co/dEMMDuFDB9


SK Hynix: 270
$MU: 265
World class growth. Basement level valuations.


The Mispricing of the Century $DRAM $SNDK


Summary: Bullish ONDS: drone warfare proven in Ukraine/Iran conflicts will drive the company's growth.

@ColinHartl Hi Colin! Ukraine Iran have proven that drones are indeed the future of warfare. $ONDS is going to benefit.

@TradexWhisperer This is a great thread. I'm trying to get In and stay in $ONDS.  I would like to see this list in a day or two.  Thanks for asking the question enjoy your weekend.


Summary: Dismisses technical shorts on SNDK; valuations are cheap, implying further upside.

@MaddenCapital "Technicals" makes them feel smart. Well then $SNDK should've never gone that much if technicals are any indications or belief. yet valuations are cheap.

@TradexWhisperer and people keep trying to short this cause its gone up too much?


Summary: Bullish Micron; demand will persistently outstrip supply, keeping fundamentals favorable.

@maycellss A while. Demand will constantly outstrip supply.

@TradexWhisperer micron not wasting any time on this

wonder how long til new supply hits market


Summary: Author goes all-in on TSMC as the universal beneficiary of every AI chip winner; also adds ARM as another catalyst.

Oh, and if $ARM AI Silicon wins, $TSM wins https://t.co/adF9czK3UQ


Summary: Long TSM; $2T market cap called inevitable as the de facto semiconductor index and AI backbone.

$TSM TSMC The Mother of All Semiconductors

AI is born here https://t.co/0PMm3PQnlE

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

$2 Trillion Market Cap: Inevitable


Don't panic. Two prices. Two stories. This appears to be a short-term consumer-driven correction so far. Industrial/server demand remains sticky. Server-side HBM/DRAM supported by multi-year deals.

Summary: Bullish MU: DDR5 retail softness is short-term consumer noise; contract prices, server/industrial demand, and HBM multi-year deals remain intact.

$MU Don't panic. Two prices. Two stories.

DDR5 retail prices are down. Contract prices are not. That is the only distinction that matters right now. This appears to be a short-term consumer-driven correction so far.

DDR5 prices are still 408% above July 2025 levels despite the pullback.

Major suppliers (esp. Taiwan players) report no change and “no need for concern.”

DDR4 capacity cuts are tightening supply.

Industrial/server demand remains sticky.

Server-side HBM/DRAM supported by multi-year deals.