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@Confused1118505 Confused1
Confused1 posts on X about dram, $mu, hidden, samsung the most. They currently have XXX followers and X posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXXXX +1,650%
Mentions: X #
Followers: XXX #
- X Week XXX +15%
CreatorRank: undefined #
Social Influence
Social category influence currencies technology brands stocks countries
Social topic influence dram, $mu, hidden, samsung, ceo, strong, environment, level, malaysia, singapore
Top accounts mentioned or mentioned by @rihardjarc
Top assets mentioned Micron Technology, Inc. (MU)
Top Social Posts
Top posts by engagements in the last XX hours
"H200 is plenty available everywhere Chinese have been at training model in Malaysia and Singapore per numerous articles for over X months H200 selling at 30-50% discount in US DRAM is a bubble just like any commodity that spikes like this. Shortages are always temporary Most commodity investors will recognize this pattern in nano-second but tech investors dont recognize the pattern"
X Link 2025-12-09T06:59Z XXX followers, XXX engagements
"As hidden inventory of GPU begins topple GPU pricing DRAM could be Be the next one to collapse Samsung Hynix CEO are on record touting strong pricing environment for longer in 3q and 4q 2021 weeks before bottom fell off People forget Micron tech traded at same level this year as it did in year 2000 Retail mania driving a long gains in Asia. Even authorities are nervous as they can see writing in the wall. Commodity stock trade at XX% FCF at the peak (look up Glencore Rio tinto etc at the peak). These memory names are in la-la land at delusions multiple to book. As power pushes out rollout of"
X Link 2025-12-09T08:00Z XXX followers, XXX engagements
"As hidden inventory of GPU begins topple GPU pricing DRAM could be Be the next one to collapse Samsung Hynix CEO are on record touting strong pricing environment for longer in 3q and 4q 2021 weeks before bottom fell off People forget Micron tech traded at same level this year as it did in year 2000 Retail mania driving a long gains in Asia. Even authorities are nervous as they can see writing in the wall. Commodity stock trade at XX% FCF at the peak (look up Glencore Rio tinto etc at the peak). These memory names are in la-la land at delusions multiple to book. As power pushes out rollout of"
X Link 2025-12-09T08:02Z XXX followers, XXX engagements
"As hidden inventory of GPU begins topple GPU pricing DRAM could be Be the next one to collapse Samsung Hynix CEO are on record touting strong pricing environment for longer in 3q and 4q 2021 weeks before bottom fell off People forget Micron tech traded at same level this year as it did in year 2000 Retail mania driving a long gains in Asia. Even authorities are nervous as they can see writing in the wall. Commodity stock trade at XX% FCF at the peak (look up Glencore Rio tinto etc at the peak). These memory names are in la-la land at delusions multiple to book. As power pushes out rollout of"
X Link 2025-12-09T08:02Z XXX followers, XX engagements
"All cloud players have their custom chip. Not to mention NVDA will be forced to cut prices meaningfully (GPM prob cut in half) Hyper scalers all are struggling to match prices of Neo clouds who are selling capacity at 1/5 of the prices of Aws & GCP now. Search on web and you can find out - not an opinion but a fact Open ai blowing up would be very impactful for all incl aws"
X Link 2025-12-10T16:21Z XXX followers, XXX engagements