@AnalysisOp Alex

Alex posts on X about ai, $mu, in the, $sndk the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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[--] Year [-------] +5.40%

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[--] Week [--] -17%
[--] Month [---] +32%
[--] Months [-----] +169%
[--] Year [-----] +12%

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[--] Week [-----] +1.20%
[--] Month [-----] +4.30%
[--] Months [-----] +23%
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Social Influence

Social category influence stocks 33.33% finance 23.19% technology brands 21.74% currencies 8.7% countries 6.52% cryptocurrencies 3.62% travel destinations 2.17% nfts 2.17% exchanges 0.72% automotive brands 0.72%

Social topic influence ai 13.77%, $mu #185, in the 11.59%, $sndk #112, bullish #2646, dram 8.7%, increase in #352, money 5.8%, samsung 5.8%, $lite #80

Top accounts mentioned or mentioned by @jukan05 @zephyrz9 @midnightcaptl @citrini7 @theaustinlyons @vikramskr @theraymyers @leonelissen @researchqf @ecommerceshares @pythiar @rihardjarc @tmtlongshort @investingvisual @weatherwolds @josejavierespa @melone3710 @mingmongpingpon @markankcorn @babybluecream

Top assets mentioned Micron Technology, Inc. (MU) Sandisk Corporation (SNDK) Lumentum Holdings Inc. Common Stock (LITE) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Morgan Stanley (MS) Apple, Inc. (AAPL) Metadium (META) FTC Official (ftc-official) Arweave (AR) Nebius Group N.V. Class A Ordinary Shares (NBIS) ZetaChain (ZETA) Teradyne, Inc. (TER) Amazon.com, Inc. (AMZN) Western Digital Corp (WDC) Intel Corporation (INTC) Energizer Holdings, Inc (ENR) Microsoft Corp. (MSFT) Fabrinet (FN) BlackBerry Limited (BB)

Top Social Posts

Top posts by engagements in the last [--] hours

"EPS Estimates are crazy for SanDisk Corporation $SNDK If those numbers happen the company can sit on a lows 20s P/E by mid-2027 👀 And of course with much more cycle to run 📈 Can the company keep pace with those mega bullish figures 🤔 Chart courtesy of @babybluecream"
X Link 2026-01-07T00:04Z [----] followers, [----] engagements

"@nukefoundland Long HH Futures pal. Price is ridiculous for the Storage depletion we will have after all these cold fronts being in a tight situation"
X Link 2026-01-25T21:06Z [----] followers, [--] engagements

"Morgan Stanley PT for Kioxia == +50% current SP But (correct me if my math is wrong) that means a P/E [---] by Q1-2027 🥴 So imagine what that can means for $SNDK SanDisk (more potential higher multiple) Also bullish for the other SSD manufacturers: $MU SH hynix Morgan Stanley raises Kioxia target price to [-----] The firm significantly raised its CY2026 ASP growth forecast for Kioxia from +75% YoY to over +100% YoY with Q1 ASP expected to surge approximately 90% QoQ followed by an additional 10% QoQ increase in Q2. This suggests Morgan Stanley raises Kioxia target price to [-----] The firm"
X Link 2026-02-13T16:18Z [----] followers, [---] engagements

"Houston we have a #natgas (supply) problem $AR expects an increase in natgas demand of about [--] bcf/d by year [----] 🔥🔥📈 but 'RBN Energy' sees much less increase in supply (around [--] bcf/d) 😱 Huge tightening ahead"
X Link 2025-10-30T21:57Z [----] followers, [----] engagements

"" $WDC Western Digital Authorizes Additional $4.0 Billion of Share Repurchases" 🫡 The expanded $4.0 B buyback authorization demonstrates our confidence in WDs future and commitment to shareholder value But ppl. said that HHDs were ded 😂"
X Link 2026-02-03T14:48Z [----] followers, [---] engagements

"$INTC Intel CEO about Memory ("No relief until 2028") Lip Bu Tan: Memory is the biggest constraint for AI rn even bigger than power and fab capacity. No relief till [----] Lip Bu Tan: Memory is the biggest constraint for AI rn even bigger than power and fab capacity. No relief till 2028"
X Link 2026-02-03T19:58Z [----] followers, [---] engagements

"@ResearchQf $LITE P/E 54-55-56 for FY and REAL growth is not even starting 😱"
X Link 2026-02-03T22:19Z [----] followers, [----] engagements

"65 units secured of #natgas turbines type HL-class (500MW each) and you are bearish natgas and AI anon 😉 Siemens Energy $ENR [--] GW pipeline worldwide and that's only one company (though a Major there are several more with other approaches -naval engines etc.-) More support for the bullish demand call for #NatGas in the US is Siemens $1b investment to scale up its U.S. production for grid and gas turbine equipment to support strong growth in the U.S. market. Reality is that they have huge backlog of orders for gas turines. 👇are https://t.co/Ba00uNXMPO More support for the bullish demand call"
X Link 2026-02-03T22:55Z [----] followers, [---] engagements

"@benitoz @Alex_Intel_ you guys see TPU; I see Memory and Storage 🚀🪐"
X Link 2026-02-04T21:44Z [----] followers, [--] engagements

"@jukan05 They are like the LNG exporter Venture Global when happened the big jump in European prices in 2022; "contracts what contracts I'm selling in the spot market kid" 😂"
X Link 2026-02-06T15:13Z [----] followers, [---] engagements

"@zephyr_z9 Yep remember the NAND expansion news recently 👌"
X Link 2026-02-06T17:30Z [----] followers, [---] engagements

"@ecommerceshares Microsoft had a too much rich multiple vs Google"
X Link 2026-02-09T14:58Z [----] followers, [---] engagements

"@insane_analyst When those news were issued we talked about the insane margins of DRAM (the future ones still in the 60s%) the insane demand and the composition of the sales of the company Even if they renounce to the next step in HBM (not happening only an example) they'd be printing money"
X Link 2026-02-09T16:19Z [----] followers, [---] engagements

"The King is NOT bearish Software companies 🧐 I think there will be a concentration: mediocre names will be acquired or will go BK the ones that stand still will take more cake That should increase margins of the survivors but at the same time no more serial acquisitions. $NVDA CEO this week: "There's a whole bunch of software companies whose stock prices are under a lot of pressure. Because somehow AI is going to replace them. It is the most illogical thing in the world and time will prove itself." https://t.co/oD7YzWrPWF $NVDA CEO this week: "There's a whole bunch of software companies"
X Link 2026-02-09T16:43Z [----] followers, [---] engagements

"@jukan05 How it started: - "50% of Nvidia HBM4 demand for SK and the other for Samsung ahah fck you $MU " How is going: - "Only 20% of HBM4 demand for Samsung is a strategical decision bla bla bla bla" 😂😂"
X Link 2026-02-09T17:04Z [----] followers, [---] engagements

"$NVDA 💘 SK hynix "not only accelerate SK Hynixs supply of HBM4 to Nvidia but also bring closer to reality the supply of enterprise SSDs (eSSDs) and AI data center solutions SoCamm for example through SKs Silicon Valley subsidiary AI Company" ADR when 📈 SK Chairman Choi Tae-won and Jensen Huang Hold Chicken & Beer Summit Ultra-Close Ties on HBM4 SK Group Chairman Choi Tae-won currently visiting the United States met with Nvidia CEO Jensen Huang for a chicken-and-beer gathering in Silicon Valley. Observers say the SK Chairman Choi Tae-won and Jensen Huang Hold Chicken & Beer Summit"
X Link 2026-02-09T17:20Z [----] followers, [---] engagements

"@jukan05 "including SoCamm (server-use low-power DRAM modules)the next-generation server memory module expected to succeed HBM" To succeed HBM 🤔 I thought it was going to be a complement a replace of ordinary DRAM"
X Link 2026-02-09T17:22Z [----] followers, [---] engagements

"@PythiaR And specialized neoclouds like Nebius and Coreweave 😌"
X Link 2026-02-09T19:19Z [----] followers, [---] engagements

"@BlueFlameBlues "Dnde EST Groenlandia" That way Paul"
X Link 2026-02-09T22:04Z [----] followers, [--] engagements

"@The_AI_Investor "Jupiter""
X Link 2026-02-09T22:05Z [----] followers, [---] engagements

"Fabrinet $FN Opinions An early "Tier-2" bet on Optics 🧐 A Fw P/E [--] if growth continues like the past year. - Pros: the Optics/Photonics story is only starting; its future growth can be 🔥 - Contras: has little diversification in customers; doesn't have "killer" products"
X Link 2026-02-09T23:08Z [----] followers, [---] engagements

"@damnang2 Very useful article to look for names in the Optics/Photonics environment 👌 For example I didn't know 'Celestica' I went to research it and I like what I'm seeing 🙌 But from what I'm reading it's more like a "little bro" of the Broadcom type: mix of servers and communic"
X Link 2026-02-10T18:23Z [----] followers, [---] engagements

"@RihardJarc A Like for the enthusiasm but imagine a "tech bro" from the crystal tower of Silicon Valley talking about health"
X Link 2026-02-10T18:37Z [----] followers, [---] engagements

"@zephyr_z9 Now pls SK Hynix stop the recent drop and x2 the multiple. Thx. 😅"
X Link 2026-02-10T18:37Z [----] followers, [---] engagements

"@YesterdaysBrit1 they had that "blackberry" flavor 🥴"
X Link 2026-02-10T23:59Z [----] followers, [--] engagements

"@RihardJarc I only take the first half until the expert starts with his predictions about the GPU dominance. Very bullish $LITE (OCS provider for Google); other names too but there are some names that are more pure-play than others (much more). Very bullish Optics/Photonics too in general"
X Link 2026-02-11T00:06Z [----] followers, [---] engagements

""While $GOOGL's . mentions clusters up to [----] TPUs they believe the spot where you start seeing benefits is above [----] chips Below that threshold the performance-per-W and performance-per-$ advantages aren't as compelling which is why TPUs work best for large customers" A $GOOGL employee explains why TPU advantage works well only if you have bigger clusters of TPUs ( [----] or more ) and why $GOOGL networking is key (OCS): [--]. The expert explains that TPUs and GPUs shouldn't be viewed as direct competitors but rather as different tools for https://t.co/vTPfcd9CmC A $GOOGL employee explains why"
X Link 2026-02-11T00:09Z [----] followers, [---] engagements

""While Token Factory provides high-performance inference for agentsTavily provides the real-time web access .That addition gives Nebius customers critical architecture they need tobuild autonomous agents that can navigate the web and execute complex real-world tasks" $NBIS"
X Link 2026-02-11T00:25Z [----] followers, [---] engagements

"@jukan05 "Factoring in new fabs such as CXMT Shanghai Hynix M15 and Samsung P4L wafer starts are expected to grow only about 7% YoY by FY26" Remember that the wafer increase doesn't translate to a similar increase in products and MUCH less for HBM which requires several DRAM modules"
X Link 2026-02-11T14:48Z [----] followers, [---] engagements

"🚨📢Breaking news from the 'Wolfe Research Auto Auto Tech and Semiconductor Conference' CFO: "Micron $MU starts HBM4 shipments one quarter early" 🔥🔥 Imagine the pivot from [--] days ago (""Micron can't produce HBM4 Micron can get to [--] GB/s"") 😂😂"
X Link 2026-02-11T15:03Z [----] followers, [---] engagements

"@ResearchQf The comment about the speed of 11GB/s is to highlight too bc. there were malicious comments about it's incapacity to get really to that level"
X Link 2026-02-11T15:07Z [----] followers, [---] engagements

"@zephyr_z9 China owns "tons" of copper mines with low activity than can activate if the commodity is needed; you know how this works under the correct price supply pops everywhere What you comment is other factor but I bet for the CPO more from the technical perspective"
X Link 2026-02-11T15:22Z [----] followers, [---] engagements

"@zephyr_z9 At this point issue an ETF pal with your fav companies 😂👌"
X Link 2026-02-11T15:45Z [----] followers, [---] engagements

"@TMTLongShort If AI works why will we even need money Ask the Russians noblemen of the pre XX centuries if they need money or not 😂😂👌 I'm sure their servants consumed and costed less than Humanoid Robots"
X Link 2026-02-11T15:49Z [----] followers, [--] engagements

"$ZETA Trigger the buy 🤔"
X Link 2026-02-11T18:14Z [----] followers, [---] engagements

"@zephyr_z9 Margins are worse than when it started [--] years ago obviously has been losing money since the beginning issuing shares non-stop. which is the story for Unity I assume if Z. is bullish it will be used to train syntetic physics for AI 🤔"
X Link 2026-02-11T18:35Z [----] followers, [---] engagements

"@Citrini7 It's like during the Covid pandemic "nahh impossible Nasdaq drops again today" and pufff other [-----] in one day 😬"
X Link 2026-02-11T20:25Z [----] followers, [---] engagements

"@TheRayMyers We lost in [----] Ray. Since then everything has been downhill"
X Link 2026-02-12T14:54Z [----] followers, [--] engagements

"STILL to confirm but if it's really true this is the most funny pivot in months in the Semis industry: $MU Micron from "haha those guys can't even start manufacturing HBM4" to "not only has all HMB4 production reserved but they have the lowest cost manufacturing process" 😂 Commenting on Micron's HBM4: [--]. If this is true then Samsung using 4nm + 1cnm would have been a foolish move. [--]. Micron would end up with an overwhelmingly lower cost structure compared to the other two major memory makers. That said what I don't understand is this: even SK Commenting on Micron's HBM4: [--]. If this is true"
X Link 2026-02-12T15:07Z [----] followers, [---] engagements

"@theaustinlyons yep like to make your own silicon it has no cost or infinite problems in which your company is not specialized. 🤦♀"
X Link 2026-02-12T15:15Z [----] followers, [--] engagements

"@theaustinlyons Good data didn't know it. But. TPUs 🥴 that's a very specialized field. And the problem now are the foundries and the packaging companies not to mention the situation of memory. If company thinks can get better pricing than to pay the premium to Nvidia. we'll see"
X Link 2026-02-12T15:22Z [----] followers, [--] engagements

"@PythiaR @BenBajarin @vikramskr @zephyr_z9 they don't even talk about the mines China has underutilized where they can trigger the production quickly 🤷♀🤷♂ Commodities is one thing Investing finances are other"
X Link 2026-02-12T16:10Z [----] followers, [--] engagements

"@InvestingVisual I absolutely agree with those key points and with your conclusion Funny ppl. is not commenting the increase in Power capacity to 3GW 🤦♀🤦♂ Imagine"
X Link 2026-02-12T16:40Z [----] followers, [--] engagements

"@Midnight_Captl @RHouseResearch call me crazy guys but I don't see Mr. Volozh (Nebius) wanting to sell"
X Link 2026-02-12T19:59Z [----] followers, [--] engagements

"@zephyr_z9 "Long-horizon Agents". call me crazy but this sounds Memory intensive 😉"
X Link 2026-02-12T22:09Z [----] followers, [----] engagements

"@WeatherWolds 🥶☃"
X Link 2026-02-13T14:40Z [----] followers, [--] engagements

"@josejavierespa @gaceta_es Son [--] MM y el 30% de la poblacin ms las hordas flotantes de basura turista. A ver si echamos clculos por uno mismo y dejamos de tragarnos la basura de cifras que dan los medios. QUINCE MILLONES"
X Link 2026-02-13T14:42Z [----] followers, [--] engagements

"@TheRayMyers @DutchInvestors @meeijer @TacticzH @European_DGI @InvestingVisual Basically I understand any long-term investor will stop to invest (who is going to take the huge risk to be in green numbers the [--] Dec to be taxed and the [--] Jan to suffer a drop and have to sell) and only will left the short-term investors and traders"
X Link 2026-02-13T14:57Z [----] followers, [--] engagements

"@jukan05 "Inference workloads such as RAG (Retrieval-Augmented Generation) entail an explosive increase in server count making inference a key driver of overall SSD demand growth going forward" 👀 For SSD demand and of course for DRAM and HDD 🔥🔥"
X Link 2026-02-13T15:17Z [----] followers, [---] engagements

"@josejavierespa antes a las burras locas ignorantes las aguantaba el marido -de por vida- en sus casas"
X Link 2026-02-13T15:22Z [----] followers, [--] engagements

"@TBU12345678 Let's see. Europe destroyed by ridiculous energy/demographic laws hordes of 3rd world ppl. subsidized by the Western taxpayers Central banks printing like madman. naahhhh it's not the fault of the ordinary economy 😂😂"
X Link 2026-02-13T16:01Z [----] followers, [--] engagements

"@varunv_malhotra I mean: a lot of saas disrupted less valuable companies out there less to acquire == less acquisitions Now with the companies that remains I assume will remain due to have a moat agains AI == increase in value/price == hard to acquire == less acquisitions"
X Link 2026-02-13T18:04Z [----] followers, [--] engagements

"Optics/Photonics is the future in advanced electronics (AI data centers/Humanoid Robotos/AVs/AI wearable devices.) @zephyr_z9 Apple is hiring aggressively for silicon photonics engineers including roles in process integration packaging and design. Ive also heard that theyre hiring silicon photonics engineers for data-center applications and at least one of these roles is publicly posted. https://t.co/LyiJxVbTtD @zephyr_z9 Apple is hiring aggressively for silicon photonics engineers including roles in process integration packaging and design. Ive also heard that theyre hiring silicon photonics"
X Link 2026-02-10T23:30Z [----] followers, [---] engagements

"@vikramskr I assume the RISC architecture specifically designed for server processors modern ARM processors more inclined to the needs of smartphones (great graphic component and related) Perhaps in a magic world the massive interconnection of several "weak" ARM would beat the x86"
X Link 2026-02-14T17:45Z [----] followers, [---] engagements

"@vikramskr Yep absolutely it's not the architecture per se. I don't know the specifics though it's only a deduction"
X Link 2026-02-14T17:50Z [----] followers, [--] engagements

"@Midnight_Captl To jump that small step by models or by compute capacity. If it's the later bullish hyperscalers"
X Link 2026-02-14T17:58Z [----] followers, [--] engagements

"@VideoCardz I assume is for AI data centers"
X Link 2026-02-14T19:25Z [----] followers, [--] engagements

"@TMTLongShort @Midnight_Captl 😂😂👌 The real hit will come with physical AI. Still far ("far" understand me) from that; AV is law-constrained (in addition to the own tech) and humanoid robots still lack enough "intelligence" to operate real things in the real world"
X Link 2026-02-14T19:43Z [----] followers, [--] engagements

"EIA #natgas Storage Report [----] bcf bullish 170s bcf vs 5Y-average An ABSOLUTE record BUT bc it has been a bit less than expected and Market is obsessed with Models turning warmer in one week Price 📉"
X Link 2026-02-05T15:41Z [----] followers, [---] engagements

"@teortaxesTex I read the other day the only moat of the US humanoid robotics is the hands (I don't have idea if it's true or not)"
X Link 2026-02-13T16:54Z [----] followers, [--] engagements

"It's starting the confirmation from the $AAPL side: NAND prices x2 the next quarter 😱🔥🔥 I repeat: imagine the consequences for $SNDK $MU SK https://x.com/jukan05/status/2022534436617888126s=20 Rumor: Apple has agreed to Kioxias terms to double NAND unit prices starting in the JanuaryMarch quarter with pricing to be adjusted on a quarterly basis thereafter. $AAPL https://x.com/jukan05/status/2022534436617888126s=20 Rumor: Apple has agreed to Kioxias terms to double NAND unit prices starting in the JanuaryMarch quarter with pricing to be adjusted on a quarterly basis thereafter. $AAPL"
X Link 2026-02-14T18:02Z [----] followers, [---] engagements

"@LeoNelissen that sounds very bearish housing 😬"
X Link 2026-02-15T20:07Z [----] followers, [--] engagements

"To create those TPU clusters "the networking piece is critical". Absolutely that's the backbone of the system and the Google one will use OCS (Optics) $LITE $COHR"
X Link 2026-02-11T00:13Z [----] followers, [---] engagements

"Memory bros take note 🔥 Kioxia the company with less pricing power with ridiculous (in this situation) long-term contracts signed can make a x2 in Revenue QoQ $SNDK $MU SK hynix 📈📈 Just look at the Kioxia guidance wild. https://t.co/5AwkvWsGZU Just look at the Kioxia guidance wild. https://t.co/5AwkvWsGZU"
X Link 2026-02-12T15:26Z [----] followers, [----] engagements

"Great insights here for Memory bros. I recommend to read the whole thread (summary: bullish for the entire no-cycle) $MU SK hynix $SNDK @melone3710 Excellent question "it seems natural that acceptable P/E ratios will expand. What are your thoughts on this" My whole thesis is waiting for this to happen. That's where I am betting my money because I believe Micron is now sitting on a whole different platform called HBM and @melone3710 Excellent question "it seems natural that acceptable P/E ratios will expand. What are your thoughts on this" My whole thesis is waiting for this to happen. That's"
X Link 2026-02-15T19:06Z [----] followers, [---] engagements

""There are only a handful of companies in the world that can mass-produce 800G/1.6T optical modules quickly and cheaply" "Players like Coherent and Lumentum have the technology but lack large-scale manufacturing capability" "In the end hyperscalers need Chinese companies ""
X Link 2026-02-15T20:36Z [----] followers, [---] engagements

"And by "Chinese companies" Jukan refers specifically to 'Innolight' (soon to be listed in the Hong Kong SE) https://x.com/jukan05/status/1989949103414153324s=20 I pushed it to about [----] characters doing my best to pack in as much detail as possible lol. About half of it is free to read. Even that half alone is packed with content and definitely worth your time so please make sure to check it out. https://t.co/0dGnDo6V3U https://x.com/jukan05/status/1989949103414153324s=20 I pushed it to about [----] characters doing my best to pack in as much detail as possible lol. About half of it is free to"
X Link 2026-02-15T20:36Z [----] followers, [---] engagements

"@jukan05 Bearish for market share of the Korean manufacturers for the short-term (the ones which sell more in China)"
X Link 2026-02-03T15:05Z [----] followers, [---] engagements

"@zephyr_z9 the raspberry Pi sold in Amazon was already at [---] this Christmas (for me a nonsense price) and now is at $200 😂😂 You can buy a Chinese mini-PC for a bit more with a 6/8 core CPU"
X Link 2026-02-03T15:39Z [----] followers, [---] engagements

"@Citrini7 The upper part of $TER range in EPS growth for Q1-2026 implies a +25% QoQ I was going to say that for me at current valuation (P/E 100) the company is too tight for my taste but if you say that they will beat earnings consistently that changes my thinking. 🤔"
X Link 2026-02-03T16:02Z [----] followers, [---] engagements

"$TER Teradyne EPS growth of 89% YoY 🔥 Company as of today at P/E [---] Guidance for Q1-2026 EPS growth in its upper part of the range at +25% QoQ. With a steady growth (without accelerating) for ALL Qs implies a P/E [--] by [----] Too tight for me BUT look what @Citrini7 says:"
X Link 2026-02-03T16:14Z [----] followers, [---] engagements

"@Midnight_Captl @Citrini7 😂😂👌 I'm waiting for P/E [--] 😊 If happens ok if not I don't care. Same I said for ZETA; dudes like ""huge moaaaaat huge opprotunity to the moooooon""". Yep yep but I'm not buying at $21 (now at $17s): https://x.com/AnalysisOp/status/1975316869373649264s=20 @TheRayMyers I read your recommendation some months ago and I noted next to the name: "perhaps at $15" I don't remember my math for why though 😂 https://x.com/AnalysisOp/status/1975316869373649264s=20 @TheRayMyers I read your recommendation some months ago and I noted next to the name: "perhaps at $15" I don't"
X Link 2026-02-03T17:02Z [----] followers, [--] engagements

""Samsung's yield for the 1c DRAM used in HBM4 is reportedly still stuck around 60% and the final yield after packaging is estimated to be even lower" "Low yields not only increase production costs but also make it difficult to meet large-scale orders on time" Samsung Leads in HBM4 Performance but Nvidia Backs SK Hynix for Its 'Yield' Samsung Electronics has launched a counteroffensive in the 6th-generation High Bandwidth Memory (HBM4) market by achieving the highest performance among the top three memory makers. However SK Hynix is https://t.co/VdJzux40J5 Samsung Leads in HBM4 Performance but"
X Link 2026-02-03T22:00Z [----] followers, [---] engagements

"@Midnight_Captl @petrakov47 I'm bagholding my new Nvidia additions like a fckg champ Le drop is so ridiculous is beyond a joke"
X Link 2026-02-03T22:29Z [----] followers, [--] engagements

"Take note guys. Digital Storage 🚀🪐 (also HDDs btw 😉 an oligopoly is an oligopoly) $MU $SNDK SK hynix DIGITIMES: Legacy SLC/MLC NAND Q2 [--] contract prices are rumored to see YoY increases of up to 400500% https://t.co/DDcwpVN3Ok DIGITIMES: Legacy SLC/MLC NAND Q2 [--] contract prices are rumored to see YoY increases of up to 400500% https://t.co/DDcwpVN3Ok"
X Link 2026-02-04T15:11Z [----] followers, [---] engagements

"@fiscal_ai Constellation has acquired A LOT of companies along its story. I assume some have a moat against AI and much others not So multiple must collapse"
X Link 2026-02-04T15:55Z [----] followers, [---] engagements

"@jukan05 "CXMT and YMTC have steadily raised prices in recent years with products now nearing or even surpassing levels set by South Korean rivals" That shows how TIGHT the supply-demand is in the Memory space"
X Link 2026-02-04T16:35Z [----] followers, [---] engagements

"@ecommerceshares I've bought more $LITE today thx to the Advance Money Destruction"
X Link 2026-02-04T20:53Z [----] followers, [----] engagements

"@MeteoMark Mark I'm starting to read in other of your colleagues accounts "well perhaps there is a possibility that cold returns." 😂👌 Though they maintain that is a small odd"
X Link 2026-02-05T14:58Z [----] followers, [--] engagements

"@zephyr_z9 so supercharged to move a $80B company of that kind with a [--] multiple 🤔"
X Link 2026-02-05T15:11Z [----] followers, [---] engagements

"@WisemanCap Broadcom and LITE 🔥"
X Link 2026-02-05T15:16Z [----] followers, [--] engagements

"I don't want to position myself in a very bullish mode but. this looks very bullish for $LITE From a TAM of 20k CPO switches to 200k in one year 🔥🔥 Reminder: for FY Lumentum H. will have a P/E of 54-55-56 This year you will have 10k VR200 racks to be shipped and hence 20k CPO switches (of course CPO still have low yield so the actual shipment number could be between 1520k); Next year if one assumes there will be 100k VR/VR Ultra racks then 200k CPO switches is achievable. This year you will have 10k VR200 racks to be shipped and hence 20k CPO switches (of course CPO still have low yield so"
X Link 2026-02-05T15:25Z [----] followers, [---] engagements

"@jukan05 Then focus only in Memory and CPO ( $LITE) 😌"
X Link 2026-02-05T15:35Z [----] followers, [--] engagements

"Guys look for the AI bottlenecks (not necessary to go after the ultra specific components like substrates with XYZ thermal expansion index or other deep things) invest in them and wait for the rocket 🚀 $MU SK hynix $NVDA $LITE $AVGO $SNDK 🚨 BREAKING: Hyperscaler capex just got revised UP $58B to $660B for [----] Alphabet dropped a BOMB: $175-185B guidance vs $119.5B estimate That's +$55B from Google alone The AI infrastructure arms race just went nuclear ☢ $GOOGL $META $MSFT $AMZN https://t.co/lAj5B21KDB 🚨 BREAKING: Hyperscaler capex just got revised UP $58B to $660B for [----] Alphabet"
X Link 2026-02-05T16:01Z [----] followers, [---] engagements

"@jukan05 "Production of 6th-generation 10nm-class (1c) DRAM which serves as the primary material for 6th-generation High Bandwidth Memory (HBM4)." DRAM for HBM production. Then is not linear as Z. commented in one post. 120k more wafers won't increase DRAM output a 20%"
X Link 2026-02-05T16:32Z [----] followers, [---] engagements

"@Energy_Tidbits Imagine the Volvo SUVs weighting [---] Tons in the year 2020s 🤦♀🤦♂ Not to mention the models with the less powerful engines (I don't remember I think they were 122CV. to move [---] Tons.)"
X Link 2026-02-05T19:17Z [----] followers, [--] engagements

"The acceleration in the CapEx of the diverse Hyperscalers ( $AMZN $META.) means unequivocally more demand of $NVDA GPUs Even manufacturing their own TPUs that sudden jump in CapEx CAN'T be filled with TPUs bc they don't have the necessary supply of HBM (instead Jensen.😎)"
X Link 2026-02-05T22:22Z [----] followers, [---] engagements

"@Midnight_Captl AWS +24% .AFTER its big brothers printed +38% and +48%"
X Link 2026-02-05T22:38Z [----] followers, [----] engagements

"@Midnight_Captl If Aramco can get $20B in bonds not even blinking these bad boys too an much more. Of course they can. Legit question if they will continue this level of expenses or not; but according to Google numbers (+48% R. 30% margins). who not"
X Link 2026-02-06T15:20Z [----] followers, [--] engagements

"@bluegoldr I made a post about it some months ago (that's why I'm bullish the commodity over the medium-term). No blue mark from the Autist not a lot of visits 🤷♀ Your post about the DUCs depletion was key too 👌"
X Link 2026-02-06T15:27Z [----] followers, [---] engagements

"@LeoNelissen GCP +48% Revenue with a jump from 20% to 30% Op.Margins. looks like the CapEx is working rather well for the Winners 😉 In fact with those number the only smart thing to do is to accelerate even more the CapEx"
X Link 2026-02-06T16:00Z [----] followers, [--] engagements

"Incredible prediction 🔮 Take note guys 🧐 (remember Micron has recently taken steps to increase SSD production.) $SNDK $MU SK Hynix Samsung Hot take: By late this year when Rubin rolls out memory makers might actually generate more revenue from SSDs than from DRAM. SSDs probably wont become more important than DRAM but I think SSD supply could end up tighter than DRAM supply. Hot take: By late this year when Rubin rolls out memory makers might actually generate more revenue from SSDs than from DRAM. SSDs probably wont become more important than DRAM but I think SSD supply could end up"
X Link 2026-02-06T17:15Z [----] followers, [---] engagements

"@Midnight_Captl @Geiger_Capital Z. is at [---] https://x.com/zephyr_z9/status/2019637832206414068s=20 Hyperscaler CAPEX is in the $750B+ range Memory shortage will of course persist longer now https://x.com/zephyr_z9/status/2019637832206414068s=20 Hyperscaler CAPEX is in the $750B+ range Memory shortage will of course persist longer now"
X Link 2026-02-06T18:52Z [----] followers, [--] engagements

"@TheLAPurchaser I know.🙄 The question here is between different options I think that in any case it will happen as happened with the "shittyverse" of META. They wasted $20000 MM that's all. Bye-bye the thesis but the money was spent Same with hardware. Plus power consumption is 4ever"
X Link 2024-07-25T14:27Z [----] followers, [---] engagements

"@TheMattCochrane After the fiasco of the shittyverse it was logic to think META should 📉"
X Link 2024-07-25T16:02Z [----] followers, [--] engagements

"@90173364n @RadnorCapital Follow @LeoNelissen he's an expert in that company"
X Link 2025-03-28T17:41Z [----] followers, [--] engagements

"@Mayhem4Markets The guy wasted more than $20 B in the shittyVerse imagine what means $10 MM for him"
X Link 2025-06-15T15:08Z [----] followers, [--] engagements

"@volcaholic1 @JomauxJulien what's the Czech Republic power mix today"
X Link 2025-07-04T14:36Z [----] followers, [---] engagements

"#oil Mr. Amin H. Nasser @aramco : - "Very healthy oil demand" - "1.5 MM bbl growth for Q1-2026 averaging [---] - [---] MM bbl for 2026" - "Good demand from US and CHINA" but most important "a great demand from developing countries" Saudi Aramco CEO sees global oil demand growth of [---] to [---] million barrels a day this year https://t.co/gUSjAXTDzm Saudi Aramco CEO sees global oil demand growth of [---] to [---] million barrels a day this year https://t.co/gUSjAXTDzm"
X Link 2025-07-09T14:44Z [----] followers, [---] engagements

"'WiWynn' chairwoman Emily Hong: "AI server order visibility extends through [----] with major customers $NVDA OpenAI $ORCL $GOOGL and $META continuing to ramp up investment in AI infrastructure" "The AI arms race has ONLY JUST BEGUN" 😱🔥🔥 $NVDA AI server ODM partner WiWynn (Wistron) says AI server order visibility now stretches through [----] backlog so strong its running out of factories and racing to build more. WiWynn Chairwoman Emily Hong said yesterday that the companys current backlog of AI server orders https://t.co/BNF1zkSAWI $NVDA AI server ODM partner WiWynn (Wistron) says AI server"
X Link 2025-10-02T23:09Z [----] followers, [---] engagements

"@StockMKTNewz My God no doubt why $MU is up (other) +5-6% today 😅"
X Link 2026-01-16T16:22Z [----] followers, [---] engagements

""Samsung and SK Hynix which together hold more than 60% of the global NAND market are expected TO REDUCE THEIR PRODUCTION this year . They are highly likely to exacerbate shortages not only in AI servers but also in mobiles and PCs" An obvious tailwind for $SNDK SanDisk Samsung and SK Hynix to Cut Rather Than Increase NAND Flash Production This Year Maximizing Profits in Super Boom Period Samsung Electronics and SK Hynix which together hold more than 60% of the global NAND flash market are expected to reduce their NAND flash production https://t.co/vNIzPzIXR6 Samsung and SK Hynix to Cut"
X Link 2026-01-20T15:58Z [----] followers, [---] engagements

"Golar LNG #GLNG (Aprox. figs.) - x7.5 leveraged (AEBITDA) - x11.5 leveraged (AEBITDA) with new development - [---] MM AEBITDA with $12-13/MMBtu international prices(more LNG supply imminent.) - P/AEBITDA [--] - Revenue upside potential linked to the commodity✅ I don't like it 🤷♀"
X Link 2025-07-16T14:18Z [----] followers, [---] engagements

"Very interesting news 🧐 Chinese LLMs are getting more expensive Ie. no "flood" of tokens from China. No "massive interconnection of inferior GPUs" (not working like bears said) Jensen thesis keeps winning ✅ China is first to hike LLM prices. Shocked "Rising Costs and Demand Drive Chinas LLM Price Jump: Zhipu GLM5 Hikes 30% in First [----] Increase" The bears who argued that cheap Chinese LLMs would commoditize the entire market now have to contend with the fact that even the https://t.co/IxwWuZVz7f China is first to hike LLM prices. Shocked "Rising Costs and Demand Drive Chinas LLM Price Jump:"
X Link 2026-02-17T00:00Z [----] followers, [---] engagements

"China is first to hike LLM prices. Shocked "Rising Costs and Demand Drive Chinas LLM Price Jump: Zhipu GLM5 Hikes 30% in First [----] Increase" The bears who argued that cheap Chinese LLMs would commoditize the entire market now have to contend with the fact that even the cheap Chinese LLMs are getting more expensive. The bears who argues that DeepSeek-style efficiency gains would structurally collapse inference pricing. A 30% price increase driven by demand overload suggests the opposite is happening at the infrastructure layer. $MU $NVDA $TSM $SNDK $PLTR"
X Link 2026-02-16T06:04Z 54.5K followers, 35K engagements

""Chinese manufacturers' output could add 35% to global Memory/Storage supply but the shortage stands at 1020% . 😱 And most critically . all of the current shortages have been caused solely by US cloud demand - China Hasn't Even Entered the Game Yet" 🔥 No fear bros https://t.co/WI88BbKcVp https://t.co/WI88BbKcVp"
X Link 2026-02-16T22:57Z [----] followers, [---] engagements

"Phison CEO warns: This is the last memory supercyclenow is the opportunity AI-Driven Supercycle KS Pua: In [----] Years in the Industry This Only Happens Once in a Lifetime In November [----] Phison Electronics () CEO KS Pua () appeared on the http://x.com/i/article/2023307333825331200 http://x.com/i/article/2023307333825331200"
X Link 2026-02-16T08:21Z 70.5K followers, 57.9K engagements

"I pushed it to about [----] characters doing my best to pack in as much detail as possible lol. About half of it is free to read. Even that half alone is packed with content and definitely worth your time so please make sure to check it out. https://open.substack.com/pub/semiconsam/p/7-key-investment-ideas-the-trainr=4k4uta&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/semiconsam/p/7-key-investment-ideas-the-trainr=4k4uta&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-11-16T06:50Z 70.5K followers, 240.8K engagements

"Excellent question "it seems natural that acceptable P/E ratios will expand. What are your thoughts on this" My whole thesis is waiting for this to happen. That's where I am betting my money because I believe Micron is now sitting on a whole different platform called HBM and AI Context. Your lifelong AI companies will need to remember [--] years of inquiries so when you ask about a travel they should be able to access your travel inquiry made [--] years ago in a similar location. So I think memory demand will go higher and higher (of course not without softening cycles). Yes traders have been"
X Link 2026-02-14T18:32Z 54.5K followers, [----] engagements

"Look at the projected TAM growth for Memory 😱 https://x.com/TradexWhisperer/status/2022786123567964417s=20 @Alex06425829 Cloud computing is not a "Phase." It came and it stayed with us. Every one of you typing more sentences and browsing more stuff around requires more clould storage and computing power. So right now you are seeing the effect of Cloud (which is here and forever) and AI (which is https://t.co/35goEUYHWp https://x.com/TradexWhisperer/status/2022786123567964417s=20 @Alex06425829 Cloud computing is not a "Phase." It came and it stayed with us. Every one of you typing more"
X Link 2026-02-15T19:10Z [----] followers, [---] engagements

"Cloud computing is not a "Phase." It came and it stayed with us. Every one of you typing more sentences and browsing more stuff around requires more clould storage and computing power. So right now you are seeing the effect of Cloud (which is here and forever) and AI (which is will be here and forever with us)"
X Link 2026-02-14T21:32Z 54.5K followers, [----] engagements

"RT @anasalhajji: 🚦From a pure fundamentals perspective there's simply no bullish driver in sight capable of pushing oil prices into the hi"
X Link 2026-02-14T19:27Z [----] followers, [--] engagements

"🚦From a pure fundamentals perspective there's simply no bullish driver in sight capable of pushing oil prices into the high $70sor higherin [----]. ⚽Betting your capital on a major war with Iran or any similar geopolitical shock to spike prices isn't investing it's outright gambling (and I respect that). Here is the problem: If there are no events to draw Chinese inventories in [----] [----] will be a repeat of [----] https://twitter.com/i/web/status/2022454186244477238 https://twitter.com/i/web/status/2022454186244477238"
X Link 2026-02-13T23:33Z 194.8K followers, 25.8K engagements

"RT @InvestingCanons: Warren Buffett: Stocks sell at silly prices from time to timeit doesnt take a high I.Q. to figure out that theyre"
X Link 2026-02-14T19:25Z [----] followers, [---] engagements

"Warren Buffett: Stocks sell at silly prices from time to timeit doesnt take a high I.Q. to figure out that theyre cheap but it does take a temperament thats willing to step up and actually act"
X Link 2026-02-14T14:41Z 115.3K followers, 40.8K engagements

"✴In early [----] the semiconductor industry is gripped by an unprecedented memory supply crisis. #Phison Electronics CEO Pan Chien-cheng (also known as K.S. Pua in English media) in a candid interview described the situation not as a temporary fluctuation but as a structural long-term shortage expected to persist at least until 2030and potentially a full decade according to his broader industry outlook. https://open.substack.com/pub/tspasemiconductor/p/phison-electronics-memory-shortager=4hpdhj&utm_medium=ios"
X Link 2026-02-14T09:57Z [----] followers, [----] engagements

"Just look at the Kioxia guidance wild"
X Link 2026-02-12T08:36Z [----] followers, 21.9K engagements

"Rumor: Apple has agreed to Kioxias terms to double NAND unit prices starting in the JanuaryMarch quarter with pricing to be adjusted on a quarterly basis thereafter. $AAPL AppleNAND1-3 AppleNAND1-3"
X Link 2026-02-14T04:52Z 70.5K followers, 488.7K engagements

"Morgan Stanley raises Kioxia target price to [-----] The firm significantly raised its CY2026 ASP growth forecast for Kioxia from +75% YoY to over +100% YoY with Q1 ASP expected to surge approximately 90% QoQ followed by an additional 10% QoQ increase in Q2. This suggests Kioxia has achieved a breakthrough in price negotiations with its key OEM customer implying that Apple will have to procure NAND at significantly higher prices than previously anticipated. Additionally Morgan Stanley sharply upgraded Kioxia's earnings outlook. For FY2027 (ending March 2027) the revenue forecast was raised from"
X Link 2026-02-13T04:00Z 70.5K followers, 21.3K engagements

""AI build-out accelerating semi industry to $1T revenue sooner than predicted; sees DC wafer consumption passing PCs in '26 and smartphones in '29" Soon $1T. $NVDA Jensen the 👑 was right in his predictions🫡 Guys are you investing in Memory GPUsAdvance Packaging and Lasers - Record DRAM revenue in Q1 an area of strength for AMAT for a long time; HBM requires 3-4x more wafer starts per bit than standard DRAM; share gains expected in 6F and 4F transitions - NAND expected to be 10% of total WFE in '26; growth is modest and driven by upgrades - https://t.co/3vrqs9T0ra - Record DRAM revenue in Q1"
X Link 2026-02-13T15:31Z [----] followers, [---] engagements

"- Record DRAM revenue in Q1 an area of strength for AMAT for a long time; HBM requires 3-4x more wafer starts per bit than standard DRAM; share gains expected in 6F and 4F transitions - NAND expected to be 10% of total WFE in '26; growth is modest and driven by upgrades - Leading-edge capacity essentially full with pricing power; customers ramping FinFET and GAA simultaneously (TSMC N3 and N2 expansions) - Sees leading-edge and DRAM clean room space exhausted for the year; HBM4 transition expands wafer start trade ratio to 4:1 - AI build-out accelerating semi industry to $1T revenue sooner"
X Link 2026-02-13T12:28Z 17.3K followers, 52.7K engagements

""NAND Is Just as Strong as DRAM" I'd not bet on this for the long-term but as a shot-term play I'm absolutely ok with it $SNDK "NAND Is Just as Strong as DRAM" I love this degenerate behavior "NAND Is Just as Strong as DRAM" I love this degenerate behavior"
X Link 2026-02-13T14:49Z [----] followers, [---] engagements

""NAND Is Just as Strong as DRAM" I love this degenerate behavior Kioxia: There Won't Be a Second Shock Daishin Securities Semiconductor / Ryu Hyung-geun This is a Kioxia FY3Q25 (CY4Q25) Review. We maintain our existing view that a surprise will emerge from NAND. This value needs to be further reflected in Korean semiconductor stock prices. Kioxia: There Won't Be a Second Shock Daishin Securities Semiconductor / Ryu Hyung-geun This is a Kioxia FY3Q25 (CY4Q25) Review. We maintain our existing view that a surprise will emerge from NAND. This value needs to be further reflected in Korean"
X Link 2026-02-13T08:55Z 110.3K followers, 24.9K engagements

"- "What is the outlook for NAND market bit growth and what is the corresponding CAPEX strategy - Kioxia: "We maintain our existing view that the NAND market will achieve a CAGR of approximately 20% over the medium to long term." 👀🤔 $SNDK $MU SK hynix"
X Link 2026-02-13T15:15Z [----] followers, [---] engagements

"The reason big government exists is because most people are in favor of big government"
X Link 2026-02-12T04:34Z 862.1K followers, 123K engagements

"Commenting on Micron's HBM4: [--]. If this is true then Samsung using 4nm + 1cnm would have been a foolish move. [--]. Micron would end up with an overwhelmingly lower cost structure compared to the other two major memory makers. That said what I don't understand is this: even SK Hynix achieved [--] Gbps in internal testing but couldn't hit [--] Gbps when paired with NVIDIA GPUs which led them to redesign. So how did Micron manage to achieve [--] Gbps without any revision That doesn't quite add up to me. https://twitter.com/i/web/status/2021721557404684537"
X Link 2026-02-11T23:02Z 70.5K followers, 53.7K engagements

"$NBIS Nebius This guys are GOOD results. Ignore the drop (or buy the dip 😉) Only thing I don't like is the lack of info from the Management about the hopes of more contracted Power. It's good when you see they have gotten more Power but I'd like to know earlier 😒"
X Link 2026-02-12T14:42Z [----] followers, [---] engagements

"$ZETA Trigger the buy 🤔"
X Link 2026-02-11T18:14Z [----] followers, [---] engagements

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