@TradexWhisperer Avatar @TradexWhisperer Trade Whisperer

Palantir ($pltr) has been making significant announcements and partnerships, including a strategic partnership with Velocity Clinical Research to automate and streamline payments reconciliation in clinical trials. The company has also been highlighted for its ontology being more valuable than Bitcoin's blockchain technology. Additionally, Palantir's co-founder Peter Thiel-backed crypto exchange Bullish files for IPO.

Engagements: [-------] #

Engagements Line Chart

Mentions: [---] #

Mentions Line Chart

Followers: [------] #

Followers Line Chart

CreatorRank: [------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks #1021 finance #1316 technology brands 30.09% currencies #933 countries 6.48% exchanges #3797 travel destinations 3.24% cryptocurrencies 2.78% automotive brands 1.85% celebrities 1.39%

Social topic influence $mu #2, ai #1262, $pltr #99, palantir #143, increase in #7, in the 12.04%, pe ratio #1, the most 12.04%, bullish #10, dram #9

Top accounts mentioned or mentioned by @chesswarri42621 @jtsla4 @dmtdoctor @windcloud5 @gvdinvestor @palantirtech @ssankar @jpgola @jackprescottx @lidorajam @carlo71734336 @kinn11stewart @ud197601 @1031ent @greenpipstrade @techequityeng @sedonaroxx @0xasan @studios @heyjaayy

Top assets mentioned Micron Technology, Inc. (MU) Palantir Technologies Inc. (PLTR) Sandisk Corporation (SNDK) Taiwan Semiconductor (TSM) NVIDIA Corp. (NVDA) Corning Incorporated (GLW) Alphabet Inc Class A (GOOGL) Strategy (MSTR) Lumentum Holdings Inc. Common Stock (LITE) Advanced Micro Devices (AMD) Western Digital Corp (WDC) Rocket Lab USA, Inc. Common Stock (RKLB) Robinhood Markets, Inc. (HOOD) Tesla, Inc. (TSLA) Applied Materials, Inc. (AMAT) Reddit, Inc. (RDDT) Microsoft Corp. (MSFT)

Top Social Posts

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

"$ABCL Thesis from @JackPrescottX. Peter Thiel owns [--------] shares of AbCellera Biologics Inc worth $50 Million https://t.co/mEKdGGRJsf https://t.co/mEKdGGRJsf"
X Link 2025-02-22T15:54Z 54.2K followers, [----] engagements

"$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 [----] and [----]. Micron is seeing an increase in un-forecasted demand across various business segments. In response to these tightening conditions Micron is increasing pricing. The increasing demand for Al-related use cases and associated technologies reflects among other factors the growing interest in our product portfolio due to the"
X Link 2025-03-27T04:28Z 52K followers, 176.3K engagements

"NO CHANGES TO S&P500 -Bloomberg $HOOD $APP"
X Link 2025-06-06T23:10Z 52.2K followers, [----] engagements

"🔥 $PLTR Analyst mentions Palantir as probably the ONLY software company with DURABLE GROWTH RATES during Samsara Inc. Investor Day [----]. "you said our growth rates are durable. That seems to be increasingly hard to come by also maybe outside of Palantir in software because a lot of investors have a terminal value anxiety with seat-based models as you may have heard these days. When you think about growth rate durability what is behind that comment. And I'm not asking for a long-term guide. I really despise those. But what kind of growth rate over what time feels like it's not aspirational""
X Link 2025-07-03T18:23Z 52.2K followers, 21.1K engagements

"$MU The average price of DDR4 8GB DRAM surged from $1.40 in January to $9.30 in December (2025) Profit margin is expected to reach 70% and DDR5 may even surpass the margin of HBM3E. Wild 🤯 Get ready to be MIND BLOWN Forward P/S and PE ratios $MU: [---] and [----] $AMD: [---] and [----] $NVDA: [----] and [----] $AVGO: [----] and [----] $PLTR: [----] and [-----] Micron HBM revenue grew 52% sequentially. These chips directly enable Blackwell and Rubin GPUs the center of AI https://t.co/C4BLuZfIzA 🤯 Get ready to be MIND BLOWN Forward P/S and PE ratios $MU: [---] and [----] $AMD: [---] and [----] $NVDA: [----] and 25.3"
X Link 2026-01-10T22:00Z 52.3K followers, 87.6K engagements

"$MU Micron is now the 19th largest company in the US bigger than $PLTR Yet it trades at one of the lowest forward P/Es: Palantir: 170x Costco: 46x AMD: 34x Micron: 9.6x Memory sits at the very heart of AI growth and we're still very early in this revolution. $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-01-18T21:30Z 52.3K followers, 344.9K engagements

"🟦 $SNDK Bulls have indeed built an unreal momentum on these BLUE candles. Thanks to Sanjay Mehrotra's contributions the United States stands firm in the global memory industry as leaders. 🟦 $SNDK (W) BLUE-GREEN Candles. Bulls are building momentum 💰💷 250+ Daily BLUE Candle Alerts. Free Trial: https://t.co/ZQDP5HCFyq https://t.co/anyyqaVM5n 🟦 $SNDK (W) BLUE-GREEN Candles. Bulls are building momentum 💰💷 250+ Daily BLUE Candle Alerts. Free Trial: https://t.co/ZQDP5HCFyq https://t.co/anyyqaVM5n"
X Link 2026-01-21T05:07Z 51.9K followers, 118.1K engagements

"$MU Micron Technology stock price target raised to $500 from $350 at HSBC 🔥 The firm cited the rapid rally in DRAM prices as a key factor behind Microns 92% share price increase over the past three months compared to the NASDAQs 1% gain during the same period $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-01-23T17:27Z 53.4K followers, 39.4K engagements

"$MU London Stock Exchange Group (LSEG) just dropped a Research Report on Micron. Micron scored [--] highest among its peers. The average score combines the quantitative analysis of six factors: Earnings Fundamental Relative Valuation Risk Price Momentum and Insider Trading. $MU How acute is that shortage "For several of our key customers in the medium term we are able to support 50% to 2/3 of their demands." "That's why we're really focused on bringing up the supply." (Referring to the megafab constructions in ID and NY) -Micron CEO Sanjay https://t.co/nGuXimO3on $MU How acute is that shortage"
X Link 2026-01-26T02:32Z 52.3K followers, 162.7K engagements

"$WDC LSEG just dropped a research report on Western Digital with a solid score of [--] just slightly below Micron's. But look at this gap: $WDC forward P/E 30x $MU forward P/E 10x They're peers in the Storage Business. $MU is extremely cheap. $MU London Stock Exchange Group (LSEG) just dropped a Research Report on Micron. Micron scored [--] highest among its peers. The average score combines the quantitative analysis of six factors: Earnings Fundamental Relative Valuation Risk Price Momentum and Insider Trading. https://t.co/7hSmIX2lSh $MU London Stock Exchange Group (LSEG) just dropped a Research"
X Link 2026-01-26T05:08Z 52K followers, 20.5K engagements

"$MU gets a PERFECT 10/10 outlook rating. London Stock Exchange Group Research Report awarded Micron the absolute highest outlook score DOUBLE the Nvidia's rating of [--] Bullish 💰 $MU London Stock Exchange Group (LSEG) just dropped a Research Report on Micron. Micron scored [--] highest among its peers. The average score combines the quantitative analysis of six factors: Earnings Fundamental Relative Valuation Risk Price Momentum and Insider Trading. https://t.co/7hSmIX2lSh $MU London Stock Exchange Group (LSEG) just dropped a Research Report on Micron. Micron scored [--] highest among its peers. The"
X Link 2026-01-27T04:59Z 53.3K followers, 97.2K engagements

"$PLTR London Stock Exchange Group just dropped a fresh new Research Report on Palantir. Just like $MU Palantir scored a PERFECT 10/10 outlook rating DOUBLE the SalesForce's rating of [--]. Micron and Palantir are my biggest bets and core coverage on X. Coincidence No sir. $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 $PLTR valuation makes ZERO sense"
X Link 2026-01-27T05:12Z 53.3K followers, 66.5K engagements

"$MU $390 $480 👍 Mizuho has raised its price target on Micron Technology while maintaining an Outperform rating. 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 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"
X Link 2026-01-27T16:45Z 53.5K followers, 25.2K engagements

"$MU Remember Micron and U.S Government are supportive of each other. This was the announcement by the White House last year. "Trump Administration announced a $200 billion investment by Micron Technology the sole U.S.-based manufacturer of advanced memory chips only the latest large-scale investment secured since President Donald J. Trump took office." "The investment includes construction of a second chip fabrication facility in Boise Idaho and modernizing its Manassas Virginia facility onshoring production of its advanced DRAM technology from Taiwan for the first time and creating 90000"
X Link 2026-01-27T19:25Z 53.4K followers, 23.5K engagements

"🔥 $MU "China gives green light to importing first batch of Nvidia's H200 AI chips sources say" H200 GPU uses HBM3E memory from SK Hynix and Micron Technology. $1 Trillion Market Cap Is Inevitable $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-01-28T04:36Z 54K followers, 31.4K engagements

"SK Hynix doubles profit in [----] driven by the AI memory demands Revenue jumped 66% in the December quarter compared with the same period a year earlier. Operating profit surged 137% over the same period. AI Inference Phase is Here $MU $SNDK $TSM"
X Link 2026-01-28T15:54Z 52K followers, [----] engagements

"$MU Forward PE 12x vs. peers in the shared memory/storage space listed in US: $WDC: 30x $STX: 28x $SNDK: 25-30x (post-revision est.) Market doesn't understand AI yet. HBM is the "Oxygen" of AI Context & AI Inference There is no AI Reasoning without HBM $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-01-30T06:41Z 52K followers, 81.2K engagements

"$MU "Micron SK hynix and Samsung Electronicshave stepped up scrutiny of customer orders to prevent intentional inventory hoarding. The report adds that the three companies have tightened requirements by asking customers to disclose end customers and order volumes to ensure demand is genuine and to prevent overbooking or excessive stockpiling that could further disrupt the market." $MU gets a PERFECT 10/10 outlook rating. London Stock Exchange Group Research Report awarded Micron the absolute highest outlook score DOUBLE the Nvidia's rating of [--] Bullish 💰 https://t.co/UWN8gWxK0W $MU gets a"
X Link 2026-01-30T15:12Z 52K followers, 26.1K engagements

"$SNDK Price Targets Revisions From [--] Institutions. Bullish for $MU NAND Business 🔥 Bernstein SocGen Group: Raised price target to $1000 from $580 maintaining Outperform. Cantor Fitzgerald: Raised to $800 from $550 maintaining Overweight. Wedbush: Raised to $740 from $600 maintaining Outperform. Raymond James: Upgraded to Outperform (from Market Perform) with new $725 target (described as one of the most delayed upgrades due to prior conservatism). Mizuho: Raised to $710 from $600 citing AI-related demand. Jefferies: Raised to $700 from $600 (or set new at $700) on NAND pricing increases."
X Link 2026-01-30T15:41Z 52.1K followers, 64.4K engagements

"🟦 $NVO First (M) BLUE candle in years aligning with a key volume concentration level. Something is brewing. 🟦 $NVO $148 $43 absolute bloodbath Protect your equity and always trim on PINK candles. Our smart candles wouldve gotten you out way before the collapse🤷♂ 250+ Weekly Smart Candle Alerts. Free Trial: https://t.co/UOnxsgc8Ii https://t.co/JqjR7iecfE 🟦 $NVO $148 $43 absolute bloodbath Protect your equity and always trim on PINK candles. Our smart candles wouldve gotten you out way before the collapse🤷♂ 250+ Weekly Smart Candle Alerts. Free Trial: https://t.co/UOnxsgc8Ii"
X Link 2026-01-31T06:37Z 52.1K followers, 70.5K engagements

"$MU "Counterpoint Research forecasts memory prices will increase 50% in the first quarter of this year with [----] projected as a Golden Era." "Samsung Electronics net profit more than doubled driven by its chip business and it expects memory-chip demand to exceed supply." "Samsung executives anticipate a significant shortage across all memory product categories including HBM conventional DRAM and NAND." -Barron's & CNBC $MU How acute is that shortage "For several of our key customers in the medium term we are able to support 50% to 2/3 of their demands." "That's why we're really focused on"
X Link 2026-01-31T20:55Z 52K followers, 50.8K engagements

"$PLTR Reminder: UNREAL Fannie Mae CEO Testimonial "It was a mortgage fraud case. There's a lot of paper reams of paper. It took our really talented investigators [--] days to detect fraud in these files. It took your technology [--] seconds like holy cow" $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 $PLTR valuation makes ZERO sense But then why do"
X Link 2026-02-01T05:37Z 52K followers, 65.1K engagements

"$MU Bullish "To eliminate constraints that are likely to arise in the next [--] - [--] years we must build a gigantic chip fab Tesla Terafab. It must be a very large-scale production facility that includes logic memory and packaging. I can't see any other way ." -Elon Musk $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-01T21:14Z 52.3K followers, 86.7K engagements

"$MU Phillip Securities initiates Buy on $MU with $500 PT. ".high bandwidth memory products are in high demand. It believes Micron can chip away at SK Hynixs market share when its HBM4 ramps beyond Q2." Micron stands to gain BIG $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-02T03:09Z 52.2K followers, 39.9K engagements

"$PLTR Direct Testimonials from [--] Customers UNITED AIRLINES "We deployed Chime late last yearweve already saved almost [---] delays [--] cancellations.this represents millions of dollars of cost avoidance." WENDY'S QUALITY SUPPLY CHAIN CO-OP "Now we've not only fixed our inventory problem we've now taken a problem that would go on for weeks and days and fixed it in five minutes making our people incredibly efficient." GENERAL MILLS "Were saving on average about $40000 a day which is about $14M annually and its really only deployed to part of our network." SOMPO JAPAN "So what was the impact Over"
X Link 2026-02-02T16:36Z 52K followers, 48.2K engagements

"$PLTR Triple Bottom Earnings Hit Today $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 $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"
X Link 2026-02-02T18:39Z 52K followers, 124.2K engagements

"$MU (W) BLUE Candle "What sorcery is this" Not sorcery. It's called PATIENCE and truly understanding the fundamentals. $MU Bullish "To eliminate constraints that are likely to arise in the next [--] - [--] years we must build a gigantic chip fab Tesla Terafab. It must be a very large-scale production facility that includes logic memory and packaging. I can't see any other way ." -Elon Musk https://t.co/5JaM0EzKNd $MU Bullish "To eliminate constraints that are likely to arise in the next [--] - [--] years we must build a gigantic chip fab Tesla Terafab. It must be a very large-scale production facility"
X Link 2026-02-02T19:55Z 52K followers, 22.9K engagements

"$NVDA $MU Don't get manipulated by fake news. We all know who is behind it. Michael Burry some of his follower and his substack subscribers. We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from. We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from"
X Link 2026-02-02T23:00Z 52.2K followers, 35.5K engagements

"$PLTR "We've inverted the stack. We've proven that the investment and what we've done with small numbers can have disproportionate impact both on top and bottom lines. To believe that you can go and built companies without this Ontology is supremely dangerous" -Alex Karp. $PLTR Triple Bottom Earnings Hit Today https://t.co/Me722qqP4j $PLTR Triple Bottom Earnings Hit Today https://t.co/Me722qqP4j"
X Link 2026-02-02T23:32Z 52.3K followers, 36.7K engagements

"Forward P/E: $PLTR 127x $MU 12x Polarizing multiples yet I'm equally bullish on both thanks to hundreds of fundamental research hours. While other accounts hype 20+ names superficially I've posted 1000+ of insights on $PLTR $MU alone since [----]. It matters who you follow. $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-03T03:02Z 52.3K followers, 75.1K engagements

"$PLTR The most important line of the entire Q4 [----] earnings call. "We've inverted the stack" Alex Karp It means value creation from LLMs now flows from Ontology & orchestration at the top not raw models at the bottom. Status quo inverted. $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 $PLTR valuation makes ZERO sense But then why do institutions"
X Link 2026-02-03T03:19Z 53.4K followers, 21.4K engagements

"Will $GOOGL earnings tomorrow spark a bullish breakout in the tech sector Yes No Yes No"
X Link 2026-02-04T04:42Z 52.3K followers, [----] engagements

"Google earnings tomorrow whatever happens happens. Just remember: Google cant do awesome google stuff without buying some chips TPUs serve their niche but they still lean on Blackwell/Rubin and CUDA for general purpose AI. Complementary not substitute. $GOOGL $NVDA $MU"
X Link 2026-02-04T05:14Z 52.3K followers, 50.7K engagements

"Basically what I said yesterday. "Google can't do awesome google stuff without buying some chips." $MU is almost back to a single-digit forward P/E and $GOOGL just dropped the most ridiculous capex budget revision ever. I can hear Sundar screaming for chips miles away Google earnings tomorrow whatever happens happens. Just remember: Google cant do awesome google stuff without buying some chips TPUs serve their niche but they still lean on Blackwell/Rubin and CUDA for general purpose AI. Complementary not substitute. $GOOGL $NVDA $MU Google earnings tomorrow whatever happens happens. Just"
X Link 2026-02-05T05:06Z 53.5K followers, 34.6K engagements

"$HOOD took a nasty hit after that run of pink-to-red candles. Bounce tomorrow"
X Link 2026-02-06T03:03Z 52.2K followers, 20.3K engagements

"AI thesis is dead simple: mimic the human brain AI Thinking = GPU AI Knowledge = HBM/DRAM/NAND Vast context & memory are non-negotiable. Without them reasoning decays sharply. As LLMs converge the race is on for massive memory scaling + infinite-context $MU $SNDK Chip companies will have record high FCF next [--] years as a result of this massive CapEx. More chips smarter AI and increased productivity for [--] billion people on Earth. The world will never be the same again $MU $TSM $SNDK Chip companies will have record high FCF next [--] years as a result of this massive CapEx. More chips smarter AI"
X Link 2026-02-06T03:40Z 52.2K followers, 43K engagements

"Margin Inversion. My sources indicated that DDR5 margins have now indeed surpassed those of HBM. But that's not all. NAND margins are also exceeding HBM levels for certain high-value enterprise grade products. Go $MU $SNDK $MU Still Heating Up: Memory Price Outlook for 1Q26 Sharply Upgraded DRAM costs are surging way harder than NAND. With Micron 80% exposed to HBM/DRAM and just 20% NAND. This is not just tailwind it's a paradigm shift. https://t.co/E0mc8zLFob $MU Still Heating Up: Memory Price Outlook for 1Q26 Sharply Upgraded DRAM costs are surging way harder than NAND. With Micron 80%"
X Link 2026-02-06T20:05Z 52.3K followers, 52.8K engagements

"$MU $SNDK "NAND margins have now surpassed HBM margins" Hands-down this is the wildest margin inversion in my [--] years working in the memory industry. 🤯 Structural Shift. Structural Inversion"
X Link 2026-02-06T20:35Z 54K followers, 71.1K engagements

"$MU $NVDA "DEMAND IS SKY HIGH WILL TAKE [--] YEARS TO FIGURE OUT HOW MUCH DEMAND WE HAVE." -Jensen Huang $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-06T20:37Z 52.2K followers, 21K engagements

"@Lidor_Ajam SNDK gives you exposure"
X Link 2026-02-06T20:39Z 51.9K followers, [----] engagements

"@Carlo71734336 Hit that Generative button More memory required"
X Link 2026-02-08T00:13Z 52K followers, [--] engagements

"$MU Renewed Price Targets for February -UBS: Raised to $450 from $400 with Buy rating "Memory shortages (both DRAM and NAND) are expected to persist through [----] with DRAM shortages likely continuing into Q4 [----] and NAND into Q1 2027." -Phillip Securities: Initiated coverage at $500 with a Buy rating "The company is expected to 'chip away' at SK Hynix's market share in HBM when its next-generation HBM4 ramps beyond Q2 [----] (potentially gaining share in Q3 [----] and beyond)." "Forecasts a 56% rise in DRAM prices for fiscal [----] driven by severe shortages and tight supply." "Emphasizes Micron's"
X Link 2026-02-08T01:00Z 52.3K followers, 34.6K engagements

"@Kinn11Stewart I really don't understand why people are making up things like invading Taiwan. China isn't so stupid to crash the entire AI market. TSMC is responsible for manufacturing the AI in physical form. Also it's already called Chinese Taipei. No need to invade its own territory"
X Link 2026-02-08T05:10Z 52.5K followers, [---] engagements

"@windcloud5 Personally I think those are imaginary fears. Then again this is why I am bullish. A lot of people are yet to buy TSMC because of this fear. It's already called Chinese Taipei for a reason"
X Link 2026-02-08T05:11Z 52K followers, [---] engagements

"$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 👇 Margin Inversion. My sources indicated that DDR5 margins have now indeed surpassed those of HBM. But that's not all. NAND margins are also exceeding HBM levels for certain high-value enterprise grade products. Go $MU $SNDK Margin Inversion. My sources indicated that DDR5 margins have now indeed surpassed those of HBM. But that's not all. NAND margins are also exceeding HBM levels for certain high-value enterprise grade products. Go $MU $SNDK"
X Link 2026-02-08T05:30Z 52.3K followers, 28.1K engagements

"@Ud197601 I am superfocused. I don't treat my porfolio like a scattered roulette chips. 2024-2025: $PLTR $RKLB $HIM $MU 2026+: $MU $TSM"
X Link 2026-02-08T16:16Z 52K followers, [---] engagements

"$MSTR Is the long wick kicking off stabilization and ending the monstrous (w) pink-red plunge Don't take (W) PINK candles lightly. Trim at the very least. 🟦 $MSTR (D) PINK Candles shouldn't be taken lightly. You should either trim or exit. It has moved below the Bollinger Band and may continue to slide down. Potential support at Fib=0.236 ($354) 230+ Daily Blue & Pink Candle Alerts. Free Trial: https://t.co/XLFioz4ScQ https://t.co/FUMHq9IWhA 🟦 $MSTR (D) PINK Candles shouldn't be taken lightly. You should either trim or exit. It has moved below the Bollinger Band and may continue to slide"
X Link 2026-02-08T17:58Z 53.6K followers, 13.2K engagements

"@1031ent @windcloud5 $GLW is pure materials play which is interesting and I need to do more DD. Don't forget about $TSM Silicon Photonics. CPO and COUPE. They will be the ones making these viable for AI chips"
X Link 2026-02-08T18:32Z 52K followers, [---] engagements

"@ChessWarri42621 @jtsla4 @DMT_Doctor Yeah. A lot of the chips are going into HBM solutions. Not just chips but engineers have been moved from DRAM to HBM. So less resources for DRAM overall"
X Link 2026-02-08T20:08Z 52K followers, [---] engagements

"$MU Memory makers are ditching long-term fixed-price contracts with North American Big Tech in favor of short-term deals + post-settlement clauses. This lets suppliers adjust prices after delivery based on market rates capturing upside if dram hbm & nand prices keep surging. $MU How acute is that shortage "For several of our key customers in the medium term we are able to support 50% to 2/3 of their demands." "That's why we're really focused on bringing up the supply." (Referring to the megafab constructions in ID and NY) -Micron CEO Sanjay https://t.co/nGuXimO3on $MU How acute is that"
X Link 2026-02-09T04:34Z 52.3K followers, 37.3K engagements

"$MU The LLM era ends in sameness: every model feels the same. True advantage Near-infinite memory Forgetful Chatbots Lifelong Companions that recall every bit of your history & world data for flawless contextualization Scale that to 8B humans. How much memory do we need $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-09T06:01Z 52.3K followers, 23.3K engagements

"@GVDInvestor $AMAT is bullish"
X Link 2026-02-09T19:43Z 52.2K followers, [--] engagements

"It will probably make no difference to the guidance. Apparently this was widely known both internally and externally. Micron can't output enough wafers [----]. Plus HBM4E will have the custom asic. I am more worried about Hynix since they rely on HBM revenue much more than Micron. Microns pie is a lot smaller so it should easy to redistribute the HBM4 allocation to hyperscalers AMD and Intel. https://twitter.com/i/web/status/2021109609163894893 https://twitter.com/i/web/status/2021109609163894893"
X Link 2026-02-10T06:30Z 52.1K followers, [---] engagements

"Yeah they had like 80-90% share or something. Now that's going to shrink. Micron can easily take that HBM4 and sell it to others as an energy efficient version (the custom ones consume more energy) or they can reallocate those wafers to SOCAMM or DDR5 which are beating HBM margins. https://twitter.com/i/web/status/2021111964882305505 https://twitter.com/i/web/status/2021111964882305505"
X Link 2026-02-10T06:40Z 52.3K followers, [---] engagements

"@ChessWarri42621 @jtsla4 @DMT_Doctor By the way HBM3E will be THE money maker for [----]. HBM4 will be smaller and gradually ramping up"
X Link 2026-02-10T06:45Z 52.2K followers, [--] engagements

"RT @TradexWhisperer: $MU Here's what Micron said about HBM4 during Q1 [----] earnings call: "Microns HBM4 with industry-leading speed over"
X Link 2026-02-10T14:23Z 52.2K followers, [--] engagements

"RT @TradexWhisperer: $MSTR Is the long wick kicking off stabilization and ending the monstrous (w) pink-red plunge Don't take (W) PINK ca"
X Link 2026-02-10T21:22Z 52.2K followers, [--] engagements

"RT @TradexWhisperer: $MU Renewed Price Targets for February -UBS: Raised to $450 from $400 with Buy rating "Memory shortages (both DRAM"
X Link 2026-02-10T21:22Z 52.2K followers, [--] engagements

"RT @TradexWhisperer: Don't be a victim of fear. It destroys your mental clarity and devastates your portfolio. When fear creeps in grab a"
X Link 2026-02-11T07:05Z 52.3K followers, [--] engagements

"HBM4 contributions will be meaningful in 2H [----] (Hyperscalers Intel & AMD) but vast majority of the HBM revenue will still come from HBM3E. The in-house base die was intended for Nvidia. Micron knew this all along. In order to sell to Nvidia you need TSMC version of base die and Micron choose NOT to do so. Either way HBM4 revenue would've been small. https://twitter.com/i/web/status/2021489524682129706 https://twitter.com/i/web/status/2021489524682129706"
X Link 2026-02-11T07:40Z 52.7K followers, [---] engagements

"🔥 $MU Morgan Stanley raises the PT to $450 from $350 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-11T15:17Z 52.3K followers, 17.9K engagements

"@GreenPipsTrade Si Photonics in the next frontier"
X Link 2026-02-11T15:49Z 52.3K followers, [--] engagements

"RT @TradexWhisperer: $MU $SNDK This is why DRAM and NAND is so expensive. 😂 So hilarious but so true"
X Link 2026-02-12T00:49Z 52.2K followers, [--] engagements

"RT @TradexWhisperer: Unlimited demand for intelligence unlimited demand for knowledge context & models. Memory. Memory. Memory $MU $SN"
X Link 2026-02-12T00:49Z 52.2K followers, [--] engagements

"@TechEquityEng AI Platform. HBM Platform. New Valuation Plaform"
X Link 2026-02-12T04:56Z 52.3K followers, [---] engagements

"RT @TradexWhisperer: $GLW Flying High Fiber Optics Copper"
X Link 2026-02-12T05:51Z 52.2K followers, [--] engagements

"RT @TradexWhisperer: People keep underestimating the sheer scale and sophistication of $TSM and $MU fabs. Nano-level mass production isnt"
X Link 2026-02-12T16:36Z 53.9K followers, [--] engagements

"RT @TradexWhisperer: $MU BLUE-GREEN still going. Building a New Base Ignore the noise. Fundamentals Only"
X Link 2026-02-13T04:02Z 53.9K followers, [--] engagements

"@sedonaroxx Why would Q4 be better"
X Link 2026-02-13T04:56Z 53.2K followers, [---] engagements

"$PLTR That's the dumbest thing I've heard in ages. AI and LLMs need a proper kitchen to cook real meals. Ontology integration is precisely that kitchen. Is this is the bottom signal $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 $PLTR valuation makes ZERO sense But then why do institutions keep buying it What do they know that you don't I work in"
X Link 2026-02-13T05:10Z 53.1K followers, [----] engagements

"RT @TradexWhisperer: $MU Is this a pattern HBM3 HBM3E = massive margin & performance step-up. HBM4 = appetizer Micron's Custom ASIC H"
X Link 2026-02-13T13:29Z 53.9K followers, [--] engagements

"$MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. 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: [-----] Forward P/S ratio https://t.co/TSLBx04ENf 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"
X Link 2025-04-07T13:43Z 54.2K followers, 3.7M engagements

"🟦 RKLB 721% GAINS ACHIEVED thanks to our Bullish BLUE Candle (W) Alerts OUR SMART SYSTEM JUST WORKS Join 200+ Daily Alerts. Try it for FREE"
X Link 2025-07-19T04:30Z 54.2K followers, 1.8M engagements

"$PLTR Your AI agents are stuck in pathetic chatboxes right now. That's not world-changing. The bottleneck of AI/LLM is not Intelligence. It's Integration a solid software architecture (Ontology) that unleashes AI to roam and operate in real digital streams not in chatboxes. $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 $PLTR valuation makes ZERO"
X Link 2026-02-13T05:23Z 54.2K followers, 24.9K engagements

"I've been answering for hours But still thirsty for more questions Wild that nobody asked about SOCAMM2 yet Whatever is on your memory. Ask away 👇 $MU $MU I worked [--] 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 $MU I worked [--] 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"
X Link 2026-02-15T06:22Z 54.2K followers, 22.6K engagements

"@0x_Asan Are you based in Taiwan"
X Link 2026-02-16T03:03Z 54.2K followers, [---] engagements

"Fun Fact: $MU Micron CEO Sanjay Mehrotra founded $SNDK SanDisk (another memory giant) and served as its CEO from [--------]. He stepped in as Micron CEO in [----] when the stock was around $27. Today: $400 Sanjay is essentially the face of U.S. Memory Power. Leadership Matters. $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-01-25T01:27Z 54.2K followers, 121.5K engagements

"$MU +12% (Intra-day + AH) This was the HBM4 insight and conviction you needed. I've been sharing it since last week. Choose your notifications wisely. $MU Is Micron in trouble with HBM4 NO. [----] full HBM production It's SOLD the fuck out Micron has shipped HBM4 samples to multiple key customers starting in mid-2025 with volume ramp planned for calendar [----]. The company's entire HBM production capacity for [----] https://t.co/UaVGsnkfU6 $MU Is Micron in trouble with HBM4 NO. [----] full HBM production It's SOLD the fuck out Micron has shipped HBM4 samples to multiple key customers starting in"
X Link 2026-02-12T00:58Z 54.2K followers, 14.6K engagements

"@studios Yes I believe SK Hynix Samsung and Micron will be entering Top [--] MC ranking in the next 5-10 years. Not financial advice. Page [--] https://user.eng.umd.edu/blj/memory/Book-FrontMatter.pdf https://user.eng.umd.edu/blj/memory/Book-FrontMatter.pdf"
X Link 2026-02-14T18:43Z 54.2K followers, [---] engagements

"This is rather a difficult question as there are multiple layers. Final test & system integration and Hybrid bonding are likely to be moving toward in-house. Micron invested $7B in Singapore and SK Hynix $4B in Indiana but I am willing to best they will still outsource to mitigate risks. It won't be until at least a few gen later when the process is much more mature (less risk) and Micron and others decide to everything in house. https://twitter.com/i/web/status/2023225868160766078 https://twitter.com/i/web/status/2023225868160766078"
X Link 2026-02-16T02:40Z 54.2K followers, [--] engagements

"@heyJaayy In traditional microeconomics there is no cliff in a supply and demand curve"
X Link 2026-02-16T03:27Z 54.2K followers, [--] engagements

"$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 Operating System for Data and Global Decision-Making. The world is starting to see the massive benefits of AI agents developed on the Palantir platform which boost efficiency drive higher earnings and outpace the competition. Over time Palantir will reign supreme among AI agents with all other AI entities eventually"
X Link 2024-12-07T22:46Z 54.2K followers, 12.2M engagements

"$MU How acute is that shortage "For several of our key customers in the medium term we are able to support 50% to 2/3 of their demands." "That's why we're really focused on bringing up the supply." (Referring to the megafab constructions in ID and NY) -Micron CEO Sanjay $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 [----] and [----]. https://t.co/llVwj8NP4p $MU Alerts Customers to"
X Link 2026-01-23T06:01Z 54.2K followers, 603.8K engagements

"Chip companies will have record high FCF next [--] years as a result of this massive CapEx. More chips smarter AI and increased productivity for [--] billion people on Earth. The world will never be the same again $MU $TSM $SNDK"
X Link 2026-02-05T23:02Z 54.2K followers, 36.5K engagements

"Don't be a victim of fear. It destroys your mental clarity and devastates your portfolio. When fear creeps in grab a pen and paper. Write down every anxious thought then challenge each one: "'Is this actually true" Do your homework seek the facts and reclaim your perspective"
X Link 2026-02-08T17:16Z 54.2K followers, 42.2K engagements

"$MU $SNDK Memory is the bedrock of intelligence. Persistent long-context memory isnt a nice-to-have its what separates forgetful chatbots from truly learning evolving companions. Memory. Memory. Memory. AI thesis is dead simple: mimic the human brain AI Thinking = GPU AI Knowledge = HBM/DRAM/NAND Vast context & memory are non-negotiable. Without them reasoning decays sharply. As LLMs converge the race is on for massive memory scaling + infinite-context $MU $SNDK AI thesis is dead simple: mimic the human brain AI Thinking = GPU AI Knowledge = HBM/DRAM/NAND Vast context & memory are"
X Link 2026-02-10T04:14Z 54.2K followers, 29K engagements

"$MU Just trust me $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-11T17:38Z 54.2K followers, 37.5K engagements

"$MU Did you get the memo Micron is shipping HBM4 a quarter early"
X Link 2026-02-13T03:53Z 54.2K followers, 21.4K engagements

"All the value is going to the chips not the broader 'technology' Nasdaq. Listen to the market 👇 $MU $SNDK $TSM"
X Link 2026-02-13T04:08Z 54.2K followers, 14.7K engagements

"$PLTR That's the dumbest thing I've heard in ages. AI and LLMs need a proper kitchen to cook real meals. Ontology integration is precisely that kitchen. Is this the bottom signal $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 $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"
X Link 2026-02-13T05:24Z 54.2K followers, 16.2K engagements

"$RDDT (W) PINK-RED = Not Yet 260+ Weekly Smart Candle Alerts. Free Trial: https://patreon.com/posts/master-market-133466000 https://patreon.com/posts/master-market-133466000"
X Link 2026-02-13T06:36Z 54.2K followers, [----] engagements

"@kostea12 I am no oracle but I am bullish on Micron for the next 3-5 years. Hope that helps"
X Link 2026-02-14T15:19Z 54.2K followers, [----] engagements

"@varich_t First. Sandisk came out with $7B market cap (small cap) so the price movement is more violent. Second. Enterprise NAND already caught up with HBM margins. AI Inference / Context requires all memory including NAND. HBM = Near Memory DRAM = Main Memory SSD = Data Lakes"
X Link 2026-02-14T16:28Z 54.2K followers, [----] engagements

"@mattforthelikes Memory industry is already responding to the new memory requirements the "new architecture" SOCAMM (production) CXL (production) HBF (developing) C-HBM4E (Custom HBM4E)"
X Link 2026-02-14T18:45Z 54.2K followers, [---] engagements

"@bobrandy_kr AI context requires a tons of storage so SSDs are good to go"
X Link 2026-02-14T21:12Z 54.2K followers, [---] engagements

"@sarmadj807 I don't have a target. Anything can happen is my philosophy. I like $MU more than $SNDK. Micron has HBM/DRAM exposure. Also Micron has direct control over fab expansions. Sandisk is fabless"
X Link 2026-02-15T05:58Z 54.2K followers, [---] engagements

"You are asking something very complicated and continuously evolving/changing. My answer here may not be applicable [--] years from now. Quantum computing is extremely complex. The QuBits will literally disappear the momentum you try to read/write somewhere else. Classical memory (DRAM) can't keep up. But quantum computing itself can be a state (memory). It computes by existing. That's a fundamentally different paradigm and in that narrow sense no HBM required. but whole ton of data generated or to be error corrected by the quantum system will have to stored somewhere so it will require a ton of"
X Link 2026-02-16T03:21Z 54.2K followers, [--] engagements

"@ChessWarri42621 @jtsla4 @DMT_Doctor Saw it in my feed. Fake news. Shorts are working tandem to bring down Palantir. Bottom is here"
X Link 2026-02-16T05:24Z 54.2K followers, [---] engagements

"$MU "We have commenced customer shipments of HBM4" "This is a quarter earlier than previously guided" But you didn't need to wait for anyone. I confirmed this for you last week 👇 $MU Here's what Micron said about HBM4 during Q1 [----] earnings call: "Microns HBM4 with industry-leading speed over [--] Gbps is on track to ramp with high yields in the second calendar quarter of [----] consistent with our customers product ramp plans." We have completed $MU Here's what Micron said about HBM4 during Q1 [----] earnings call: "Microns HBM4 with industry-leading speed over [--] Gbps is on track to ramp with"
X Link 2026-02-11T15:36Z 54.2K followers, 14.5K engagements

"@cryptoape @NextGenCrypto37 $SNOW $MSFT $PLTR"
X Link 2026-02-15T06:05Z 54.2K followers, [---] engagements

"@Phoenix_FFM I am bearish in any type of memory tries to replace DRAM or NAND or tries to be good at two or more things (mediocre in all). Here's something for reference: https://x.com/TradexWhisperer/status/2018578441407545614 https://t.co/9aDe7J8mfu https://x.com/TradexWhisperer/status/2018578441407545614 https://t.co/9aDe7J8mfu"
X Link 2026-02-16T03:30Z 54.2K 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 54.2K followers, 29K engagements

"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 thought. They are humans too and got euphoric too early. Remember many predicted the rates to happen earlier this year instead of last week. The rates have a lot of influence to cyclicals. There is also this thing called DRAM contract prices which is different from spot prices. Contracts as the name implies is an agreement"
X Link 2024-09-24T19:38Z 54.2K followers, 793.4K engagements

"I work in this field. I am split on $ASML. In the last [--] decades semi companies have been seeking CD shrinkage (critical dimension) and we achieved that via smaller wavelength lithography machines the end boss being EUV from ASML. Before that we had immersion lithography done multiple times to achieve smaller CDs because EUV wasn't ready and was too expensive. So what changed Last [--] decades = SHRINK Now = SHRINK but also STACK as much as possible Think of switching from houses to apartment buildings. We've hit a stonewall on making cmos smaller than the split of your hairs. The physics is"
X Link 2024-10-16T18:32Z 54.2K followers, 107.1K engagements

"$PLTR is a CULT STOCK $TSLA is a CULT STOCK These are the phrases that analysts use as a LAME EXCUSES for NOT HAVING A CLUE of what their products are capable of. I have 18+ years experience in BIG DATA analytics in the semiconductor industry. Let me reveal the SECRET of Palantir $PLTR's HUGE MOAT in laymen's terms Palantir's products are the first in the market to truly become the Operating System for Data. You must be asking yourself. Why is that such a big deal Here's why. Think of Microsoft Windows $MSFT. Before Microsoft people relied of MS-DOS (which is another OS) and before that it"
X Link 2024-10-25T19:01Z 54.2K followers, 189.7K engagements

"Palantir Investors. Lets be blunt here: $PLTR is NOT an AI company at its core and with a sky-high PE ratio of [---] it's absolutely expensive But wait. Can this valuation be justified YES. What exactly is Palantir's core Not AI. I have [--] years of experience in Big Data Analytics I'm here to break it down for you in simple terms. By now it's evident that the term AI has become a buzzword overused to the point of absurdity in earnings calls backfiring revealing empty ROIs and Capex worries. Is Airbnb an AI company just because it acquired and uses GamePlanner AI NO. Has it helped with its stock"
X Link 2024-11-02T21:00Z 54.2K followers, 187K engagements

"SpaceX is dominating. Why does $RKLB Rocket Lab even exist @RocketLab exists because the Small Rocket Market is UNDERSERVED. It's a niche market but it's growing. Rocket Lab is carving out its niche by offering RAPID reliable and precise small satellite launches. While SpaceX dominates with its heavy-lift rockets Rocket Lab excels in quick deployments and tailored missions for smaller payloads making it a go-to for specialized and time-sensitive projects. Think of Rocket Lab being an Uber whereas SpaceX is a Bus. I will go into details later. Since we are all interested on $RKLB as"
X Link 2024-11-10T03:43Z 54.2K followers, 205.2K engagements

"Palantir replaces pointless meetings stupid powerpoints visualizations and even morons in the upper management making wrong decisions. Take at look at $INTC. They have an army of PhDs and look where they are trading almost at book value as if they are at the brink of bankruptcy. Their business should have translated into Mobile and AI chip making long time ago. If Palantir was in their business decision making process it would have been totally different story"
X Link 2024-12-08T00:12Z 54.2K followers, 92.9K engagements

"$PLTR "To all supporters of Palantir Merry Christmas and Happy New Year and to all people who hated on us ENJOY YOUR COAL" -Palantir CEO Alex Karp"
X Link 2024-12-24T18:00Z 54.2K followers, 267.6K engagements

"💯 $PLTR PALANTIR MOAT KEEPS GETTING BIGGER Palantir has built a SPECIAL bridge called LLM Synthesizer which connects multiple commodities (LLMs) into Ontology Platform to generate more comprehensive and accurate responses. The responses from all LLMs are sent to a SYNTHESIS STAGE which analyzes rates and compares the answers from different models. It then produces a final output that includes: The best possible answer Dissenting views Information on which models got what right or wrong. It will be particularly useful for high-stakes decision-making scenarios where assurance on the resulting"
X Link 2025-02-01T03:41Z 54.2K followers, 107.9K engagements

"🔥 $PLTR CEO Alex Karp at Dubai Huge contract incoming To explore new opportunities for further accelerating AI and digital adoption across the UAE His Highness and other high ranking officials of UAE met with Alex Karp. The meeting was held in His Highnesss Office. During the meeting His Highness emphasised the UAEs commitment to strengthening partnerships with global technology leaders to accelerate the adoption of transformative new technologies in the country. He underscored the nations strategic approach of investing in cutting-edge infrastructure and creating a dynamic ecosystem that"
X Link 2025-02-06T05:06Z 54.2K followers, 73.2K engagements

"🪙 $PLTR Alex Karp named as "50 PEOPLE SHAPING OUR SOCIETY IN 2025." Here's the article: Alex Karp has made himself all but indispensable to the U.S. military. As the CEO of big data analytics company Palantir Technologies Karp [--] began by working with the U.S. intelligence community in [----] to fight terrorism through data analysis. By the 10th anniversary of the company he started with Peter Thiel the tools they designed were helping Marines in Afghanistan conduct bomb analysis and commercial bankers in the United States outsmart online fraud. When the Pentagon launched its flagship"
X Link 2025-02-11T17:16Z 54.2K followers, 26.1K engagements

"👑 $PLTR Palantir EMPIRE is POWERFUL AS F*CK. Here's the FULL list: Clark Minor a 13-year Palantir veteran is now RFK Jr.s Health & Human Services Chief Information Officer. Gregory Barbaccia Palantir's former Head of Intelligence and Investigations was hired as Federal Chief Information Officer Jacob Helberg a senior advisor to Palantir was appointed as the Under Secretary of State for Economic Growth Energy and the Environment Shyam Sankar Palantirs Chief Technology Officer is reportedly being considered for a high-level Pentagon job guiding research and development Anthony Jancso George"
X Link 2025-02-16T15:47Z 54.2K followers, 193.8K engagements

"🔥 $PLTR SO IT BEGINS. Department of Health and Human Services (HHS) awarded an initial contract of $6052451.75 + $375000.00 to @PalantirTech for SECURE PLATFORMS SUPPORT FOR THE NATIONAL CLINICAL COHORT COLLABORATIVE (N3C) DATA ENCLAVE AND NIDAP and Palantir Evaluation (Trial) Term License for the LLM4DMS Pilot project. Start Date: Jan [--] [----] End Date: Jun [--] [----] Looking at the contract end date my educated guess is that these are inital contracts. Once the platform is procured I expect there to be further licensing fees for additional modules and also accounting for the number of users."
X Link 2025-02-17T06:44Z 54.2K followers, 69.3K engagements

"🔥 $PLTR HERE WE GO Department of Transportation has spoken. @PalantirTech has been awarded an initial contract of $12229910.14 + $2479472.00 for FOR PALANTIR ENABLEMENT & LICENSE SUPPORT SERVICES FOR SAFETY DATA TRANSFORMATION CHALLENGE Start Date Feb [--] [----] End Date Aug [--] [----] Every agency wants to transform and for that they need Ontology. This is just the beginning. Sticky expanding revenue. $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"
X Link 2025-02-17T17:36Z 54.2K followers, 135K engagements

"🔥 $PLTR "Warp Speed surpassed $100M in Total Contract Value in the SINGLE month of Feb." -@ssankar $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 $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"
X Link 2025-03-07T20:30Z 54.2K followers, 45.6K engagements

"🔥 $642M CONTRACT AWARDED TO @anduriltech TODAY for Unmanned Aircraft Systems Anduril uses $PLTR Warp Speed OS for manufacturing 👍 "Anduril Federal a Division of Anduril Industries Inc. was awarded a $642210000 contract to deliver install and sustain Installation-Counter small Unmanned Aircraft Systems." 🔥 $PLTR "Warp Speed surpassed $100M in Total Contract Value in the SINGLE month of Feb." -@ssankar https://t.co/K1KF4Sk73g 🔥 $PLTR "Warp Speed surpassed $100M in Total Contract Value in the SINGLE month of Feb." -@ssankar https://t.co/K1KF4Sk73g"
X Link 2025-03-07T22:37Z 54.2K followers, 50.5K engagements

"🚨 JUST IN: $PLTR CITI BANK SIGNED A PARTNERSHIP WITH PALANTIR TO MODERNIZE HOW WE LEVERAGE DATA AND IMPROVE CLIENT EXPERIENCE AND OPERATIONAL AGILITY VIA REAL-TIME INSIGHTS Congrats to @Citi on a great quarter. One of the more exciting implementations for me. Very ambitious vision. https://t.co/z0YAYHJWd3 Congrats to @Citi on a great quarter. One of the more exciting implementations for me. Very ambitious vision. https://t.co/z0YAYHJWd3"
X Link 2025-04-15T20:48Z 54.2K followers, 68.5K engagements

"$PYPL Technicals 👀 Inverse Cup and Handle Weekly Smart Candle is still RED. Daily Chart (In the comments section): About-breakout-soonish-depending-the-earnings-call-tomorrow setup. If you enjoy these charts youll love the 130+ exclusive smart candles uploaded daily to our Patreon group. $PLTR Weekly Technicals Since the inception of the bullish BLUE candle two weeks ago Palantir has gained 20% last week alone. The current price is slightly below the Fibonacci [-----] level ($115.20) and we can expect some selling pressure at that level. If the market turns https://t.co/Vw0BwEW3tH $PLTR Weekly"
X Link 2025-04-28T19:54Z 54.2K followers, 12.3K engagements

"$PLTR Morningstar estimated Palantir's TAM to be $1.4 TRILLION by [----]. That was [--] months ago and its likely larger now due to Warp Speed and tariff-driven supply chain solutions. Here's their February research 👇 We are . roughly quadrupling our fair value from $21 to $90. We view the company as fairly valued despite the premium it trades at relative to other software companies. We believe we are in the early phases of an artificial intelligence revolution where downstream software companies like Palantir disproportionately stand to benefit. Our base case assumes that Palantir can achieve a"
X Link 2025-05-03T03:35Z 54.2K followers, 119.2K engagements

"🔥 JUST IN: $PLTR CEO Alex Karp on CNBC "The mission of Palantir here is to give an unfair advantage to our friends and if you look at what Regional Banks have been saddled with regulatory hurdles and deep technical issues almost all which can be solved by the combination of his Tulco CEO insights into banking . and our Tech infrastructure and large language models and compute and that combination will bring the unit economics of a company like Palantir here to Regional Banks and allow them to do what big banks are claiming to do and grew the revenue at much lower cost" $PLTR valuation makes"
X Link 2025-05-06T19:33Z 54.2K followers, 70.9K engagements

"🚨 BREAKING: MOODY'S RATING UPGRADES UNITED STATES OUTLOOK TO STABLE FROM NEGATIVE"
X Link 2025-05-18T03:02Z 54.2K followers, 117.9K engagements

"🟦 $MSTR (D) PINK Candles shouldn't be taken lightly. You should either trim or exit. It has moved below the Bollinger Band and may continue to slide down. Potential support at Fib=0.236 ($354) 230+ Daily Blue & Pink Candle Alerts. Free Trial: https://www.patreon.com/posts/133466000 https://www.patreon.com/posts/133466000"
X Link 2025-08-03T01:18Z 54.2K followers, 15.4K engagements

"$PLTR Still wondering what what Palantir actually does Citi Bank's presentation is a must watch 👇 "This process would take like nine days. Now it takes like seconds so it's pretty instantaneous and that's just one example" $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 $PLTR valuation makes ZERO sense But then why do institutions keep buying it"
X Link 2025-08-04T11:00Z 54.2K followers, 42.7K engagements

"🟦 TMDX Bullish (W) BLUE candle signals have the potential to deliver over 100% returns and our PINK candles lock in your gains. OUR SYSTEM JUST WORKS. Join 250+ daily ticker alerts. Try it for FREE"
X Link 2025-10-30T04:19Z 54.2K followers, 1.2M engagements

"🧐 $PLTR In case you forgot here's a reminder of what Palantir is capable of -Heineken: "What took us three years before the team built in just three months" -Citi Wealth: This process would take [--] days. Now it takes seconds.Citi has achieved a 90% decrease in time per case and an 80% cut down on handoffs all while retaining the quality of their work. -General Mills: Were saving on average about $40000 a day which is about $14M ANNUALLY and its really only deployed to part of our network." -Fannie Mae: "It was a mortgage case fraud case. There's a lot of paper--reams of paper. It took our"
X Link 2025-11-03T06:59Z 54.2K followers, 263K engagements

"🐐 $PLTR Alex Karp "This is a once in a generation truly anomalous quarter and we're very proud and we're sorry that our haters are disappointed but there are many more quarters to be disappointed and we're working on that too." $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 $PLTR valuation makes ZERO sense But then why do institutions keep buying"
X Link 2025-11-03T07:09Z 54.2K followers, 233.4K engagements

"$PLTR Michael Burry is Fucked $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 $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"
X Link 2025-11-10T15:36Z 54.2K followers, 761.2K engagements

"It's happening "All of the value in the market is going to go to $NVDA CHIPS and what we call the $PLTR ONTOLOGY." -Palantir CEO Alex Karp. $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 $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"
X Link 2025-11-20T06:32Z 54.2K followers, 366.7K engagements

"🟦 Over [---] charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰 Join our community on FREE trial: $GOOGL $MSFT $AMZN $TSLA $META $NVDA $QQQ $SPY $SMH $IWM $BITF $BABA $NBIS $OPEN $MELI $BMNR $PLTR $CRWD $NFLX $JD $OPEN $DUOL $UNH $TTD $COST $BTC $ETH $DOGE $HIMS $RKLB $SOFI $CIFR $MSTR $SBET $DELL $WMT $CLS $SHOP $UBER $HOOD $ORCL $IREN $NBIS $TSM $MU $AVGO $ARM $AMD $APP https://patreon.com/posts/master-market-133466000 https://patreon.com/posts/master-market-133466000"
X Link 2025-12-25T10:22Z 54.2K followers, [----] engagements

"$MU CEO Sanjay Mehrotra The legend who co-founded $SNDK (SanDisk) built it into a flash memory powerhouse and sold it to $WDC for $19B in [----]. He took the helm at Micron on May [--] [----] (was at $28). Since then $MU has ONLY GONE UP and never traded below $28. Today: $319.5 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 So what's up with Micron"
X Link 2026-01-03T07:07Z 54.2K followers, 33.6K engagements

"$MU Fresh New Price Targets Last [--] Days UBS Group $300 $400 Highlighted AI-driven DRAM shortage reduced cyclicality faster HBM obsolescence limiting inventory risk and strong earnings expectations (raised [----] EPS to $45 and [----] to $60) Piper Sandler $275 $400 Noted tight memory supply (sold-out for 2026) limited ability to add capacity strong pricing for high-value products like HBM4 and 20% supply increase planned vs. [----]. Mizuho Securities $290 $390 Emphasized AI accelerators optical interconnects tight DRAM/NAND supply strong pricing power attractive valuations and Micron as a key"
X Link 2026-01-10T16:58Z 54.2K followers, 96.7K engagements

"$SNDK London Stock Exchange Data Analytics Group just dropped their research on Sandisk. 🟦 $SNDK Bulls have indeed built an unreal momentum on these BLUE candles. Thanks to Sanjay Mehrotra's contributions the United States stands firm in the global memory industry as leaders. https://t.co/yYOvdrZU43 🟦 $SNDK Bulls have indeed built an unreal momentum on these BLUE candles. Thanks to Sanjay Mehrotra's contributions the United States stands firm in the global memory industry as leaders. https://t.co/yYOvdrZU43"
X Link 2026-01-26T17:44Z 54.2K followers, 87.1K engagements

"$MU Potentially good news for Micron as they are investing over $200B in American Mega Fabs Idaho and New York. Memory Made in America. No Tariff"
X Link 2026-01-27T01:52Z 54.2K followers, 34.4K engagements

"$MU $SNDK $TSM "TSMC needs to work very hard this year because I need a lot of wafers and CoWos this year. Don't forget we are in full production of Grace Blackwell and we are in full production of Vera Ruben and Vera Rubin is six different chips and every one of those chips are the most advanced chips in the world. "So TSMC is doing an incredible job and they're working very very hard. We have a lot of demand this year." $MU How acute is that shortage "For several of our key customers in the medium term we are able to support 50% to 2/3 of their demands." "That's why we're really focused on"
X Link 2026-02-01T04:09Z 54.2K followers, 53.6K engagements

"$MU $TSM $NVDA "Chinese tech giantsincluding ByteDance Alibaba and Tencenthave been authorized to collectively purchase more than [------] H200 chips . but with conditions that are still being finalized." $MU How acute is that shortage "For several of our key customers in the medium term we are able to support 50% to 2/3 of their demands." "That's why we're really focused on bringing up the supply." (Referring to the megafab constructions in ID and NY) -Micron CEO Sanjay https://t.co/nGuXimO3on $MU How acute is that shortage "For several of our key customers in the medium term we are able to"
X Link 2026-02-01T05:47Z 54.1K followers, 25.4K engagements

"$TSM has become the de facto semiconductor index. It's now the proxy for the entire semiconductor industry. $2 Trillion Market Cap: Inevitable"
X Link 2026-02-01T06:35Z 54.2K followers, 76.7K engagements

"$MU Still Heating Up: Memory Price Outlook for 1Q26 Sharply Upgraded DRAM costs are surging way harder than NAND. With Micron 80% exposed to HBM/DRAM and just 20% NAND. This is not just tailwind it's a paradigm shift. $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-02T20:19Z 54.2K followers, 76K engagements

"$MU Micron's SOCAMM2 is seriously underrated and it's the Future of Server DRAM This low-power module offers 50% more capacity than the previous gen in the same tiny size while slashing power usage by 67% than traditional server DRAM. Perfect for AI's energy bottlenecks $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-04T06:00Z 54.2K followers, 72.1K engagements

"$MU Revenue/Profit Expansion Is REAL & 100% AMERICAN Idaho fab achieved major structural milestone [-----] tons of American steel Cleanroom size of [--] football stadiums $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-05T19:55Z 54.2K followers, 28.1K engagements

"Last time I checked $AMD is still selling Ryzen processors directly to consumers. $MU on the other hand has completely killed off its direct-to-consumer brand Crucial to focus on enterprise and AI. There you go. That's the big difference. $MU To all cyclical traders: Micron has killed off its Crucial consumer brand for good. Crucial is not returning. The AI demand has reshaped the industry permanently and all production is now focused on high-margin data centers. It's a PERMANENT structural shift. NOT a cycle. https://t.co/YFnOZRHsdF $MU To all cyclical traders: Micron has killed off its"
X Link 2026-02-05T20:10Z 54.2K followers, 42.6K engagements

"$MU "Qualcomm and AMD to Adopt SOCAMM2 Memory in AI Products." Qualcomm and AMD are reportedly considering the integration of SOCAMM2 memory into their AI product lines to enhance memory capacity and speed. Following NVIDIA's "Vera" CPU which features LPDDR5X memory on the SOCAMM factor offering [---] TB/s of memory bandwidth and supporting up to [---] TB of LPDDR5X memory Qualcomm and AMD aim to pursue a similar strategy to achieve high-speed high-capacity AI systems. These systems require fast memory close to AI accelerators and SOCAMM can complement the extensive HBM memory on the"
X Link 2026-02-06T02:56Z 54.2K followers, 32K engagements

"$TSM feels safer than an index fund right now. It's now my 2nd biggest position after $MU AI is eating everything and TSMC is the kitchen where all the AI chips are cooked Nvidia AMD Broadcom hyperscalers One stock = One broad exposure to the biggest trend of our lifetime $TSM has become the de facto semiconductor index. It's now the proxy for the entire semiconductor industry. $2 Trillion Market Cap: Inevitable $TSM has become the de facto semiconductor index. It's now the proxy for the entire semiconductor industry. $2 Trillion Market Cap: Inevitable"
X Link 2026-02-08T03:51Z 54.2K followers, 75.2K engagements

"$TSM ✅ $1.5T Market Cap $2.0T Incoming Don't sleep on TSMC's Co-Packaged Optics and COUPE Platform. Silicon Photonics Incoming. $TSM has become the de facto semiconductor index. It's now the proxy for the entire semiconductor industry. $2 Trillion Market Cap: Inevitable $TSM has become the de facto semiconductor index. It's now the proxy for the entire semiconductor industry. $2 Trillion Market Cap: Inevitable"
X Link 2026-02-09T18:44Z 54.2K followers, 10.6K engagements

"$MU $SNDK $TSM $NVDA AI Chip Efficiency Trajectory: Closer together stack aggressively shrink everything. One day the entire AI server will be built on a single wafer substrate. The chip industry is about to go through decades of crazy innovation. Bullish"
X Link 2026-02-10T06:11Z 54.2K followers, 16.2K engagements

"$HIMS Wow. What a roller-coaster. Year range: $16.35 - $72.98 -4.5x difference 🙃"
X Link 2026-02-11T16:42Z 54.2K followers, 10.3K engagements

"$PYPL (M) PINK-RED STAY AWAY We are dedicated to developing the absolute best trading system in the world and helping as many traders and investors succeed as possible. $PYPL Technicals 👀 Inverse Cup and Handle Weekly Smart Candle is still RED. Daily Chart (In the comments section): About-breakout-soonish-depending-the-earnings-call-tomorrow setup. If you enjoy these charts youll love the 130+ exclusive smart candles uploaded daily to our https://t.co/KtlU1B5ZlE $PYPL Technicals 👀 Inverse Cup and Handle Weekly Smart Candle is still RED. Daily Chart (In the comments section):"
X Link 2026-02-11T19:49Z 54.2K followers, [----] engagements

"@GVDInvestor If you are hesitating make a much smaller entry than planned. That can help a lot psychologically (just dipping the toes a bit helps to clear the remorse) and risk is reduced. Or buy something else. $TSM $GLW"
X Link 2026-02-11T21:41Z 54.1K followers, [---] engagements

"$TSM reported January revenue of $12.71 billion an all-time high up 36.8% YoY. For the first time in history TSMC is on track to surpass Intel in total employee count. These arent quiet whispers. They speak volumes. $TSM has become the de facto semiconductor index. It's now the proxy for the entire semiconductor industry. $2 Trillion Market Cap: Inevitable $TSM has become the de facto semiconductor index. It's now the proxy for the entire semiconductor industry. $2 Trillion Market Cap: Inevitable"
X Link 2026-02-12T05:23Z 54.2K followers, 11.3K engagements

"$GLW East-West AI Traffic Bottleneck AI data centers need 10x more fiber interconnects than traditional cloud setups to enable server-to-server or intra-data center traffic. It just can't keep pace with GPU advancements. AI Reasoning and Context is fiber hungry. $GLW Flying High Fiber Optics Copper https://t.co/5FnZVLFFhB $GLW Flying High Fiber Optics Copper https://t.co/5FnZVLFFhB"
X Link 2026-02-12T20:10Z 54.2K followers, [----] engagements

"@jpgola I am sure they will benefit but I like Micron the most"
X Link 2026-02-13T04:58Z 54.1K followers, [---] engagements

"@jpgola $MU $TSM and a little bit of $GLW"
X Link 2026-02-13T05:39Z 54.1K followers, [---] engagements

"$MU Bears: It's just a cycle Hyperscalers: 👇🤷♂ $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-13T05:59Z 54.2K followers, 19.8K engagements

"$MU $NVDA "NVIDIA May Relax HBM4 Specs" "Rather than hold out for 11.7Gbps HBM4 only NVIDIA may source lower-tier 10.6Gbps variants in parallel to keep supply viable across all three memory vendors." "Should NVIDIA hold firmly to the 11.7Gbps specification the availability of sufficient HBM4 volumes for Rubins mass production could become constrained." "NVIDIA is broadly expected to moderate its HBM4 performance criteria in order to ensure supply stability." Whatever happens happens and it doesn't change the fact that HBM4 is sold out for [----]. 🤷♂ $MU Is Micron in trouble with HBM4 NO. 2026"
X Link 2026-02-13T06:33Z 54.2K followers, 19.8K engagements

"@nebhol89 Nah. If anything it will be a very small niche AI application. It's too expansive. The economics of scale isn't there yet"
X Link 2026-02-14T16:54Z 54.2K followers, [---] engagements

"Hi fellow engineer That's the elephant in the room. I am betting my money that the introduction of HBM SOCAMM and CXL products will help the industry more agile in terms allocating wafer outputs/resources. No business will ever escape the cyclical nature but we can flatten it where possible: AI are much more memory hungry than any other tech invention and right now it's mostly enterprise demand. The consumer demand hasn't even kicked in. DRAM + NAND = Mix of Consumer + Enterprise = Some flexibility. HBM + CXL DRAM + SOCAMM = AI HPC + Regular Enterprise = More flexibility. Sustained demands"
X Link 2026-02-14T18:39Z 54.2K followers, [----] engagements

"I've been in the data science field for [--] years. I've studied Palantir extensively and find the $PLTR platform marvelous though I don't claim to be an expert. You know it. Everyone knows it. This is how bottoms are formed: a sensational 10000-word article essentially saying "Let me try my best to spread fear about one of the most iconic AI platform companies so my puts don't expire worthless." You're just trying to kill the momentum of a high-growth albeit expensive name. AI is about software architecture and infrastructure not "intelligence.""
X Link 2026-02-14T21:44Z 54.2K followers, [----] engagements

"@moochachito Samsung/Hynix looking good just as good as MU. I am more bullish on Hynix than Samsung due to HBM leadership (HBM3E is still the money maker by far)"
X Link 2026-02-14T23:16Z 54.2K followers, [----] engagements

"@PeterSikachev Through-Silicon Via was the key. https://chiplet-marketplace.com/insights/expert-perspectives/through-silicon-vias-tsvs https://chiplet-marketplace.com/insights/expert-perspectives/through-silicon-vias-tsvs"
X Link 2026-02-15T06:02Z 54.2K followers, [---] engagements

"Not sure if memory is going to have a higher margin than 70% if it does it would be unreal. I believe Silicon Photonics / Optics is going to be the next frontier. Photonics Fabric sounds unreal though as it wants to make optics available in all layers. inside the package (chip) package to package and rack to rack (servers). $TSM $NVDA made Co-Packaged Optics (package to package) but Celestial AI is one step higher. interesting. More DD needed. Too good to be true but if true it will be massive if paired with CXL + SOCAMM. https://twitter.com/i/web/status/2022932295477243917"
X Link 2026-02-15T07:13Z 54.2K followers, [---] engagements

"Geo: US Government. US Fabs Talent: Japan Singapore & Taiwan HBM Power Efficiency which could matter when we enter HBM4E. Smallest Market Share. It sounds weird but this is actually an advantage. The biggest guy has something to lose but the smallest guy can gain big time if their US expansion strategy plays correctly with the back of US government. https://twitter.com/i/web/status/2022937471642931207 https://twitter.com/i/web/status/2022937471642931207"
X Link 2026-02-15T07:34Z 54.2K followers, [---] engagements

"@hsverrisson HBM tech is on packaging stacking and interconnect (tsv) not fab. So $AMAT and $LRCX"
X Link 2026-02-16T02:20Z 54.2K followers, [--] engagements

"@mellis1163 I like $GLW and $LITE. I haven't done any DD on $AAOI though. Looking forward to studying it"
X Link 2026-02-16T03:10Z 54.2K followers, [---] engagements

"@abhiatwork85 Top player in fiber optics globally"
X Link 2026-02-16T03:42Z 54.2K followers, [--] engagements

"Our Smart Candle System is like a Map and a Compass. It just works"
X Link 2025-07-19T04:38Z 54.2K followers, 3.9M engagements

"🟦 OKLO Nuclear: Remarkable 250% 185% and 100%+ gains on last three Bullish BLUE Candles Signals OUR SMART SYSTEM JUST WORKS Join 200+ daily ticker alerts. Try it for FREE"
X Link 2025-07-19T05:16Z 54.2K followers, 2.2M engagements

"Unlimited demand for intelligence unlimited demand for knowledge context & models. Memory. Memory. Memory $MU $SNDK There is unlimited demand for intelligence. There is unlimited demand for intelligence"
X Link 2026-02-07T21:53Z 54.2K followers, 18.3K engagements

"$MU $SNDK This is why DRAM and NAND is so expensive. 😂 So hilarious but so true $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-07T22:48Z 54.2K followers, 19K engagements

"$MU Here's what Micron said about HBM4 during Q1 [----] earnings call: "Microns HBM4 with industry-leading speed over [--] Gbps is on track to ramp with high yields in the second calendar quarter of [----] consistent with our customers product ramp plans." We have completed agreements on price and volume for our entire calendar [----] HBM supply including Microns industry-leading HBM4. "Micron can currently satisfy only about 5067% of demand from its major customers." "We are excited about our customized HBM4E customer engagements which offer further differentiation opportunities to us and we"
X Link 2026-02-08T06:59Z 54.2K followers, 109.3K engagements

"People keep underestimating the sheer scale and sophistication of $TSM and $MU fabs. Nano-level mass production isnt just volume. Its backed by deep protected intellectual property. As Elon Musk put it: "Its 1000% to 10000% harder than making a few prototypes." The extreme difficulty of scaling production of new technology is not well understood. Its 1000% to 10000% harder than making a few prototypes. The machine that makes the machine is vastly harder than the machine itself. The extreme difficulty of scaling production of new technology is not well understood. Its 1000% to 10000% harder"
X Link 2026-02-08T18:23Z 54.2K followers, 26.2K engagements

"Silicon Photonics & Optics: $GLW $LITE taking off Don't sleep on $TSM CPO/COUPE optics platform"
X Link 2026-02-09T15:41Z 54.2K followers, 19.4K engagements

"$MU BLUE-GREEN still going. Building a New Base Ignore the noise. Fundamentals Only. $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-09T19:46Z 54.2K followers, 44.1K engagements

"$NVDA's Silicon Photonics Co-Packaged Optics Bring In a Whopping 3.5X Increase in Power Efficiency Catering to Limitations of Optical Connections A co-invention with $TSM $LITE $GLW partners $TSM feels safer than an index fund right now. It's now my 2nd biggest position after $MU AI is eating everything and TSMC is the kitchen where all the AI chips are cooked Nvidia AMD Broadcom hyperscalers One stock = One broad exposure to the biggest trend of our lifetime $TSM feels safer than an index fund right now. It's now my 2nd biggest position after $MU AI is eating everything and TSMC is the"
X Link 2026-02-10T06:00Z 54.2K followers, 22.3K engagements

"$GLW Flying High Fiber Optics Copper"
X Link 2026-02-10T06:20Z 54.2K followers, 16.7K engagements

"$MU "Winbond Expects DRAM Prices to Jump Nearly [--] by June [----]. Capacity Booked Through 2027" Trajectory Q1 [----] (current quarter): 9095% increase Q2 2026: Similar magnitude (near-doubling again) Cumulative result: [--] by June [----] SLC NAND price hikes are even outpacing DRAM $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-11T07:11Z 54.2K followers, 37.5K engagements

"$MU Ignore the FUD. Fundamentals Only. 260+ Weekly Smart Candle Alerts. Free Trial: https://patreon.com/posts/master-market-133466000 $MU BLUE-GREEN still going. Building a New Base Ignore the noise. Fundamentals Only. https://t.co/KmMYBHZ6Zy https://patreon.com/posts/master-market-133466000 $MU BLUE-GREEN still going. Building a New Base Ignore the noise. Fundamentals Only. https://t.co/KmMYBHZ6Zy"
X Link 2026-02-11T19:58Z 54.2K followers, 38.4K engagements

"Heads up $MU crew: Some accounts on X dump unreliable + contradictory foreign news with no filter no DD. Lots of you got wrecked by that HBM4 misinfo lately. Follow me for real facts & rare edge. No BS just signal. We bought the dip 👇 $MU Here's what Micron said about HBM4 during Q1 [----] earnings call: "Microns HBM4 with industry-leading speed over [--] Gbps is on track to ramp with high yields in the second calendar quarter of [----] consistent with our customers product ramp plans." We have completed $MU Here's what Micron said about HBM4 during Q1 [----] earnings call: "Microns HBM4 with"
X Link 2026-02-13T03:46Z 54.2K followers, 10.6K engagements

"https://x.com/TradexWhisperer/status/2021428354377973796 $MU Is Micron in trouble with HBM4 NO. [----] full HBM production It's SOLD the fuck out Micron has shipped HBM4 samples to multiple key customers starting in mid-2025 with volume ramp planned for calendar [----]. The company's entire HBM production capacity for [----] https://t.co/UaVGsnkfU6 https://x.com/TradexWhisperer/status/2021428354377973796 $MU Is Micron in trouble with HBM4 NO. [----] full HBM production It's SOLD the fuck out Micron has shipped HBM4 samples to multiple key customers starting in mid-2025 with volume ramp planned for"
X Link 2026-02-13T03:46Z 54.2K followers, [----] engagements

"$MU $SNDK AI NAND Boom Alert Kioxia (Sandisk Partner) dropped a record $3.56B Q3 revenue. Entire [----] production is SOLD OUT. Fun Fact: $MU Micron CEO Sanjay Mehrotra founded $SNDK SanDisk (another memory giant) and served as its CEO from [--------]. He stepped in as Micron CEO in [----] when the stock was around $27. Today: $400 Sanjay is essentially the face of U.S. Memory Power. Leadership Matters. https://t.co/1d0XU3jiZN Fun Fact: $MU Micron CEO Sanjay Mehrotra founded $SNDK SanDisk (another memory giant) and served as its CEO from [--------]. He stepped in as Micron CEO in [----] when the stock"
X Link 2026-02-14T06:20Z 54.2K followers, 42.3K engagements

"$MU $SNDK NAND flash TAM set to hit $90B by [----] nearly TRIPLE 2025's size This isn't a cycle. It's tectonic shift and it's just the beginning. $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-14T07:16Z 54.2K followers, 65.9K engagements

"$MU I worked [--] years as an HBM DRAM & NAND engineer. AMA is open. Ask me anything. I'll drop rare insights where I can. $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-14T15:15Z 54.2K followers, 200.4K engagements

"@Dixitagg When memory booms usually the equipments follow and the market did exactly that already very impatient. Packaging will boom as well. Personally I am going after Fiber optics $GLW $LITE $TSM"
X Link 2026-02-14T16:05Z 54.2K followers, [----] engagements

"@SirajulmunirM Sorry I can't give you financial advise but I can drop this for you"
X Link 2026-02-14T16:06Z 54.2K followers, [---] engagements

"This is a myth. There will be no successors at least in the next decade. History has proven that NAND and DRAM is the only way to build an efficient memory architecture. Memory must excel at only ONE THING not two or more. DRAM has low latency NAND has high capacity. All other memories being developed have duality that will be the doom of it. I have more details in this article. https://x.com/TradexWhisperer/status/2018578441407545614 https://x.com/TradexWhisperer/status/2018578441407545614"
X Link 2026-02-14T16:21Z 54.2K followers, [----] engagements

"@Exel0n1 Since I am bullish on TSM I am passing INTC. I hate diversifying. I laser focus. I don't see anything "exciting" from Intel yet"
X Link 2026-02-14T16:29Z 54.2K followers, [---] engagements

"@JeffBro52400644 Good question but unfortunately I can only speak of $MU and $SNDK. I am bullish for both. NAND outperforms HDD but if the hyperscalers decided that they need more density than NAND at the expense of the performance. then so be it"
X Link 2026-02-14T16:35Z 54.2K followers, [----] engagements

"Extremely hard for China to catch up. It's a moving target. If they ever figure out how to mass produce reliable HBM3 all other players will be mass producing HBM4E by then and working on HBM5. The expansions are happening but they take decades for 100% utilization. The supply isn't going to scale with the demands right now so it's bullish. "intentionally throttling back" -- this is conspiracy theory. Memory fabrication takes months. Memory new production introduction takes years. This is not software where it can scale in few weeks. It doesn't work that way. There is an "inertia" component"
X Link 2026-02-14T16:42Z 54.2K followers, [----] engagements

"Good thought here but I would like to approach this in a different way. It's question but it is also a thesis and investing thesis is always put up for test. Those who are right on this test will get rewarded handsomely. I am inclined toward a structural shift since HBM never made any significant revenue before [----]. Analyst are still using old models for coming up with evaluation even though they have no idea what HBM does or will do to the entire market. Right now we are seeing first bits and pieces of it. raising up the prices of all silicon made memories. Analysts act like they already"
X Link 2026-02-14T16:53Z 54.2K followers, [----] engagements

"@wheelertweets Capex is okay. Micron's got the government grants. That helps. Also it's a gradual investment over a decade (equipment talent materials etc.)"
X Link 2026-02-14T18:17Z 54.2K followers, [----] engagements

"@marialstack I can't give out financial advice. I can only share my DD"
X Link 2026-02-14T21:48Z 54.2K followers, [---] engagements

"$MU Buckle Up. Tectonic Shift Incoming $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-15T06:56Z 54.2K followers, 83.8K engagements

"2023 was very abnormal. Covid left us with a weird up/down PRONOUNCED cycle that should've have never existed. It's no different than SalesForce hiring 18k engineers and firing half of them a couple years later. [----] - hyperscalers overbought for their clouds and US-China trade war started. https://twitter.com/i/web/status/2022933433048273035 https://twitter.com/i/web/status/2022933433048273035"
X Link 2026-02-15T07:18Z 54.2K followers, [----] engagements

"$SNDK Still rocking those winning (W) BLUE-GREEN smart candles. No signs of fading YET. Brother $MU vibes 👬 260+ Weekly Smart Candle Alerts. Free Trial: https://patreon.com/posts/master-market-133466000 $MU Ignore the FUD. Fundamentals Only. 260+ Weekly Smart Candle Alerts. Free Trial: https://t.co/UOnxsgc8Ii https://t.co/lVjXUa3CH1 https://patreon.com/posts/master-market-133466000 $MU Ignore the FUD. Fundamentals Only. 260+ Weekly Smart Candle Alerts. Free Trial: https://t.co/UOnxsgc8Ii https://t.co/lVjXUa3CH1"
X Link 2026-02-15T07:27Z 54.2K followers, 22.1K engagements

"Engineers fully trained in Taiwan Singapore and Japan will be transferred to US. That's my guess. Also they will definitely poach talent from South Korean companies. It's a long term play. You don't build mega fabs just because somebody wanted to pay you partially. I think sustainability was taken into account when the management made this decision. Just think about the media and the market when you start seeing US made state of the art memories going into NVDA GPUs. It's a big positive. Democrats will have to go with this US first trend as well. The people want it."
X Link 2026-02-15T21:15Z 54.2K followers, [--] engagements

"Short-term China can induce fear but long-term it will not matter as much because leading-edge companies will always come out ahead. China not being at the frontier of innovation will put them behind during bull markets. HBM is one example. SOCAMM is another. It is precisely in markets like these that leading companies collect enormous amounts of cash funding the next wave of research and development. Companies are already working on C-HBM4E which will be crazy. If push comes to shove Western companies can always build fabs in China to match its pricing power. Right now there is no incentive"
X Link 2026-02-15T21:35Z 54.2K followers, [--] engagements

"@Yeung69420 Micron has six major customers for their HBMs. That includes AMD Nvidia and Broadcom"
X Link 2026-02-16T02:21Z 54.2K followers, [--] engagements

"@endz_on_x I am generally cautious about undervalued stocks unless they have a brand new product never seen before by the world (like HBM). Perhaps $MRVL You need more DD though. I like $GLW btw"
X Link 2026-02-16T03:07Z 54.2K followers, [---] engagements

"@david_incel @grok I am bearish in any type of memories trying to replace the current ones or trying to be good at two or more things. here's some reference: https://x.com/TradexWhisperer/status/2018578441407545614 https://t.co/9aDe7J8mfu https://x.com/TradexWhisperer/status/2018578441407545614 https://t.co/9aDe7J8mfu"
X Link 2026-02-16T03:28Z 54.2K followers, [--] engagements

"100% buildout and utilization is [--] or [--] decade project for Micron US Megafabs. [--] years Maybe it's possible for standard fabs in Asia. Now full utilization might be on different time stretch. You can't bring your full fab online on day [--]. You just can't. You have hire train and run the pilot line for mass production. Everybody is building megafabs at the sametime around the world right now. Construction resources are constrained too"
X Link 2026-02-16T06:26Z 54.2K followers, [--] engagements

"@mickworld221 Leave your childish and uneducated behavior to yourself. Learn to read and discuss. The post is not about matching the costs of US. Raising prices due to demand in its local market means that is supply and demand curve is starting to making sense"
X Link 2026-02-16T14:24Z 54.2K followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing