#  @TradexWhisperer Trade Whisperer Palantir ($pltr) has been making significant announcements and partnerships, including a strategic partnership with Velocity Clinical Research to automate and streamline payments reconciliation in clinical trials. The company has also been highlighted for its ontology being more valuable than Bitcoin's blockchain technology. Additionally, Palantir's co-founder Peter Thiel-backed crypto exchange Bullish files for IPO. ### Engagements: [-------] [#](/creator/twitter::485550903/interactions)  - [--] Week [---------] -29% - [--] Month [----------] +50% - [--] Months [----------] +94% - [--] Year [----------] +579% ### Mentions: [---] [#](/creator/twitter::485550903/posts_active)  - [--] Week [---] +19% - [--] Month [---] +61% - [--] Months [-----] -24% - [--] Year [-----] +44% ### Followers: [------] [#](/creator/twitter::485550903/followers)  - [--] Week [------] +1.10% - [--] Month [------] +53% - [--] Months [------] +228% - [--] Year [------] +474% ### CreatorRank: [------] [#](/creator/twitter::485550903/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #890 [finance](/list/finance) #1572 [technology brands](/list/technology-brands) 28.57% [currencies](/list/currencies) #895 [countries](/list/countries) 4.4% [exchanges](/list/exchanges) #1426 [travel destinations](/list/travel-destinations) 3.85% [cryptocurrencies](/list/cryptocurrencies) 3.3% [automotive brands](/list/automotive-brands) 1.65% [celebrities](/list/celebrities) 1.65% **Social topic influence** [$mu](/topic/$mu) #1, [ai](/topic/ai) #1261, [in the](/topic/in-the) 20.33%, [$pltr](/topic/$pltr) #29, [pe ratio](/topic/pe-ratio) #1, [increase in](/topic/increase-in) #7, [palantir](/topic/palantir) #36, [dram](/topic/dram) #7, [bullish](/topic/bullish) #24, [$tsm](/topic/$tsm) #16 **Top accounts mentioned or mentioned by** [@chesswarri42621](/creator/undefined) [@gvdinvestor](/creator/undefined) [@techequityeng](/creator/undefined) [@ka10na04](/creator/undefined) [@jpgola](/creator/undefined) [@abbottcoelho](/creator/undefined) [@windcloud5](/creator/undefined) [@jp_money_95630](/creator/undefined) [@brewerterr](/creator/undefined) [@lidor_ajam](/creator/undefined) [@cheddarchazzz](/creator/undefined) [@yeung69420](/creator/undefined) [@carlo71734336](/creator/undefined) [@ud197601](/creator/undefined) [@1031ent](/creator/undefined) [@jtsla4](/creator/undefined) [@dmtdoctor](/creator/undefined) [@greenpipstrade](/creator/undefined) [@sedonaroxx](/creator/undefined) [@ssankar](/creator/undefined) **Top assets mentioned** [Micron Technology, Inc. (MU)](/topic/$mu) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Sandisk Corporation (SNDK)](/topic/$sndk) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Corning Incorporated (GLW)](/topic/$glw) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Strategy (MSTR)](/topic/$mstr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Western Digital Corp (WDC)](/topic/$wdc) [Advanced Micro Devices (AMD)](/topic/$amd) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Novo-Nordisk (NVO)](/topic/$nvo) [Costco Wholesale Corporation (COST)](/topic/costco) [Tesla, Inc. (TSLA)](/topic/tesla) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Reddit, Inc. (RDDT)](/topic/$rddt) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [AppLovin Corporation (APP)](/topic/$app) [Samsara Inc. (IOT)](/topic/samsara-inc) [Sweetgreen Inc. (SG)](/topic/$sg) [Seagate Technology Holdings PLC (STX)](/topic/seagate) ### Top Social Posts Top posts by engagements in the last [--] hours "$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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2" [X Link](https://x.com/TradexWhisperer/status/2020268562808729680) 2026-02-07T22:48Z 52.6K followers, 18.6K engagements "$MU Is this a pattern HBM3 HBM3E = massive margin & performance step-up. HBM4 = appetizer Micron's Custom ASIC HBM4E should deliver the real leap superior bandwidth & efficiency stronger customer adoption and significantly higher gross margins. $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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2" [X Link](https://x.com/TradexWhisperer/status/2021333803520884805) 2026-02-10T21:21Z 52.6K followers, 24.3K engagements "HBM4 contributions will be meaningful in 2H [----] (Hyperscalers Intel & AMD) but vast majority of the HBM revenue will still come from HBM3E. The in-house base die was intended for Nvidia. Micron knew this all along. In order to sell to Nvidia you need TSMC version of base die and Micron choose NOT to do so. Either way HBM4 revenue would've been small. https://twitter.com/i/web/status/2021489524682129706 https://twitter.com/i/web/status/2021489524682129706" [X Link](https://x.com/TradexWhisperer/status/2021489524682129706) 2026-02-11T07:40Z 52.6K followers, [---] engagements "$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](https://x.com/TradexWhisperer/status/1905114559616340212) 2025-03-27T04:28Z 52K followers, 176.3K engagements "NO CHANGES TO S&P500 -Bloomberg $HOOD $APP" [X Link](https://x.com/TradexWhisperer/status/1931126501480759453) 2025-06-06T23:10Z 52.2K followers, [----] engagements "🔥 $PLTR Analyst mentions Palantir as probably the ONLY software company with DURABLE GROWTH RATES during Samsara Inc. Investor Day [----]. "you said our growth rates are durable. That seems to be increasingly hard to come by also maybe outside of Palantir in software because a lot of investors have a terminal value anxiety with seat-based models as you may have heard these days. When you think about growth rate durability what is behind that comment. And I'm not asking for a long-term guide. I really despise those. But what kind of growth rate over what time feels like it's not aspirational"" [X Link](https://x.com/TradexWhisperer/status/1940838715070599233) 2025-07-03T18:23Z 52.2K followers, 21.1K engagements "$PLTR: What is your highest conviction stock besides Palantir" [X Link](https://x.com/TradexWhisperer/status/1945499166534422897) 2025-07-16T15:02Z 51.8K followers, 17.5K engagements "🟦 $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://patreon.com/posts/master-market-133466000 https://patreon.com/posts/master-market-133466000" [X Link](https://x.com/TradexWhisperer/status/1996075098097549568) 2025-12-03T04:32Z 51.8K followers, 74.3K engagements "🟦 $SG SweetGREEN not really. It has been full of BitterRED and BitterPINK candles. It would've saved you thousands if you at least trimmed at those actionable signals. Protect your equity💰💵 250+ Daily BLUE Candle Alerts. Free Trial: https://www.patreon.com/posts/master-market-133466000 https://www.patreon.com/posts/master-market-133466000" [X Link](https://x.com/TradexWhisperer/status/2004058554576392337) 2025-12-25T05:16Z 52K followers, [----] engagements "$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](https://x.com/TradexWhisperer/status/2007347962582818881) 2026-01-03T07:07Z 52K followers, 33.5K 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 🟦 $SNDK (W) BLUE-GREEN Candles. Bulls are building momentum 💰💷 250+ Daily BLUE Candle Alerts. Free Trial: https://t.co/ZQDP5HCFyq https://t.co/anyyqaVM5n" [X Link](https://x.com/TradexWhisperer/status/2013840807867097166) 2026-01-21T05:07Z 51.9K followers, 118.1K engagements "$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 $MU London Stock Exchange Group (LSEG) just dropped a Research" [X Link](https://x.com/TradexWhisperer/status/2015653030503534741) 2026-01-26T05:08Z 52K followers, 20.5K engagements "$MU Forward P/E Comparison to Peers AMD: 37x AVGO: 32x WesternDigital: 30x Seagate: 29x NVIDIA: 26x TSM: 25x Micron: 11x Micron is a key leader enabling AI Training and Inference and now sits on a renewed platform HBM. The market is yet to realize this" [X Link](https://x.com/TradexWhisperer/status/2015842119597072846) 2026-01-26T17:39Z 51.8K followers, 46.4K engagements "$MU bears already screaming oversupply just bc Micron announced leading-edge fab expansions Idaho NY & Singapore They are officially 20+ year projects two full decades. Gradual ramp-up at best & barely keeps pace with exploding AI demand. How old will you be in [--] years" [X Link](https://x.com/TradexWhisperer/status/2016342338248077682) 2026-01-28T02:47Z 51.8K followers, 16.3K engagements "$MU In [----] I was the lone bull on Micron while so-called analysts slashed price targets. Even called the exact timing in my [----] thesis 👇 elevated DRAM contract prices wont hit until 2H [----] These insights Nowhere else. Turn on notifications at your own risk. 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 $MU Why" [X Link](https://x.com/TradexWhisperer/status/2016346723657122107) 2026-01-28T03:04Z 51.8K followers, 30.1K engagements "$MU Recent DRAM & NAND price hikes in one table. Exactly as predicted in my [----] thesis: the price-hike waves began in 2H [----]. ".elevated DRAM contract prices will not come until 2nd half of 2025." 👇 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" [X Link](https://x.com/TradexWhisperer/status/2016531540529062118) 2026-01-28T15:19Z 51.9K followers, 45.3K 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 $TSM" [X Link](https://x.com/TradexWhisperer/status/2016540515148448094) 2026-01-28T15:54Z 52K followers, [----] engagements "$MU From $62 to $450 (+625%) This thread was the exact signal and thesis you needed. Same playbook as my $PLTR & $RKLB calls. I've dropped hundreds of rare high-conviction insights Choose your notifications wisely. In this game who you follow makes all the difference. $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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2" [X Link](https://x.com/TradexWhisperer/status/2016725817410363821) 2026-01-29T04:11Z 51.8K followers, 612.7K engagements "$MU "The DRAM crisis could spell the end for some GPU makers" "Zotac has warned that the ongoing memory shortage threatens the survival of some graphics card manufacturers highlighting mounting pressure across the PC hardware supply chain." HBM redefining DRAM into an AI Asset $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 $MU Alerts Customers" [X Link](https://x.com/TradexWhisperer/status/2016927890173202590) 2026-01-29T17:34Z 51.9K followers, 38.7K engagements "$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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2" [X Link](https://x.com/TradexWhisperer/status/2017126043359088932) 2026-01-30T06:41Z 52K followers, 81.2K engagements "$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 $MU gets a" [X Link](https://x.com/TradexWhisperer/status/2017254550999277758) 2026-01-30T15:12Z 52K followers, 26.1K engagements "$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 $700) on NAND pricing increases." [X Link](https://x.com/TradexWhisperer/status/2017261930306761172) 2026-01-30T15:41Z 52.1K followers, 64.4K engagements "$MU Is the dip you've been waiting for In my opinion It makes little sense to drive the leading AI inference player down to a single-digit forward P/E while the CEO publicly confirms that Micron can meet only 5067% of major customer demand right now. Even if it dips more I doubt this pullback will last. Of course I'm not Mr. Market just a speculator. $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" [X Link](https://x.com/TradexWhisperer/status/2017431048997810650) 2026-01-31T02:53Z 51.9K followers, 104.1K 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 $43 absolute bloodbath Protect your equity and always trim on PINK candles. Our smart candles wouldve gotten you out way before the collapse🤷♂ 250+ Weekly Smart Candle Alerts. Free Trial: https://t.co/UOnxsgc8Ii" [X Link](https://x.com/TradexWhisperer/status/2017487452337021109) 2026-01-31T06:37Z 52.1K followers, 70.5K engagements "$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 $MU How acute is that shortage "For several of our key customers in the medium term we are able to support 50% to 2/3 of their demands." "That's why we're really focused on" [X Link](https://x.com/TradexWhisperer/status/2017703331314208887) 2026-01-31T20:55Z 52K followers, 50.8K engagements "$MU Wild 🤯 "RAM is the new gold why Costco is pulling memory from display PCs to halt a shoplifting surge" "In recent times an office was broken into just to steal the DDR5 RAM and online buyers of memory are facing scams too" $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 $MU How acute is that shortage "For several of our key customers in the" [X Link](https://x.com/TradexWhisperer/status/2017830797454319951) 2026-02-01T05:22Z 51.8K followers, 29.9K engagements "$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 $PLTR valuation makes ZERO sense But then why do" [X Link](https://x.com/TradexWhisperer/status/2017834783741776000) 2026-02-01T05:37Z 52K followers, 65.1K engagements "$MU If you think only memory chips are in high demand/shortage think again. The true scarcity is seasoned talent in ADVANCED Memory & HBM nearly impossible to hire affordably. Fab builds will be painfully slow as demand explodes relentlessly. Hence the structural shift $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 $MU How acute is that shortage" [X Link](https://x.com/TradexWhisperer/status/2018157165253693657) 2026-02-02T02:58Z 51.8K followers, 29.5K engagements "$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 $14M annually and its really only deployed to part of our network." SOMPO JAPAN "So what was the impact Over" [X Link](https://x.com/TradexWhisperer/status/2018362938697060374) 2026-02-02T16:36Z 52K followers, 48.2K engagements "$MU $SNDK Keyword is "New Peak" it keeps going up "TrendForce projects the memory market to be worth $551.6 billion in [----] and to surge to a peak of $842.7 billion in [----] reflecting a 53% YoY growth . to a New Peak ." Infinite AI Context = Infinite Memory 🔥 $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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2" [X Link](https://x.com/TradexWhisperer/status/2018383705149153757) 2026-02-02T17:59Z 51.8K followers, 28.1K engagements "$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 $PLTR valuation makes ZERO sense But then why do institutions keep buying it What do they know that you don't I work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way Palantir has monopoly on Automated Governance serving as the" [X Link](https://x.com/TradexWhisperer/status/2018393820254323117) 2026-02-02T18:39Z 52K followers, 124.2K engagements "$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 $MU Bullish "To eliminate constraints that are likely to arise in the next [--] - [--] years we must build a gigantic chip fab Tesla Terafab. It must be a very large-scale production facility" [X Link](https://x.com/TradexWhisperer/status/2018412945802424490) 2026-02-02T19:55Z 52K followers, 22.9K engagements "$PLTR Alex C. Karp on Q4 [----] Earnings Palantirs Rule of [--] score is now an incredible 127%. Last quarter our U.S. revenue grew 93% year-over-year and U.S. commercial revenue grew 137% year-over-year. We are also announcing a [----] revenue growth guide of 61% year-over-year. We are an n of [--] and these numbers prove it. Palantir is alone in choosing to exclusively focus on scaling the operational leverage made possible by the rapid advancements of AI models a trend that we first called commodity cognition well before others started repeating it" $PLTR Triple Bottom Earnings Hit Today" [X Link](https://x.com/TradexWhisperer/status/2018432309436031432) 2026-02-02T21:12Z 51.8K followers, 30.3K engagements "$PLTR The King is Back Rule of [--]. Score of [---]. Unreal. $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 $PLTR valuation makes ZERO sense But then why do institutions keep buying it What do they know that you don't I work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way Palantir has monopoly on Automated" [X Link](https://x.com/TradexWhisperer/status/2018432978993750315) 2026-02-02T21:14Z 51.8K followers, 15.2K engagements "$PLTR [----] Wild Outlook. [----] Revenue: $4.475 Billion [----] Revenue: $7.198 Billion [----] Adj. Free Cash Flow: $4.125 [----] Adj. FCF full [----] revenue. Insane. $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 $PLTR valuation makes ZERO sense But then why do institutions keep buying it What do they know that you don't I work in BIG DATA analytics and let" [X Link](https://x.com/TradexWhisperer/status/2018440022081618395) 2026-02-02T21:42Z 51.8K followers, 13.1K engagements "$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](https://x.com/TradexWhisperer/status/2018459663608824302) 2026-02-02T23:00Z 52.2K followers, 35.5K engagements "@amitisinvesting" [X Link](https://x.com/TradexWhisperer/status/2018530724115284061) 2026-02-03T03:43Z 51.8K followers, [----] engagements "@Yeung69420 CPUs are dead" [X Link](https://x.com/TradexWhisperer/status/2019618842419572760) 2026-02-06T03:47Z 51.8K followers, [---] engagements "@Lidor_Ajam SNDK gives you exposure" [X Link](https://x.com/TradexWhisperer/status/2019873482193158222) 2026-02-06T20:39Z 51.9K followers, [----] engagements "@Carlo71734336 Hit that Generative button More memory required" [X Link](https://x.com/TradexWhisperer/status/2020289821152014700) 2026-02-08T00:13Z 52K 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](https://x.com/TradexWhisperer/status/2020364813596258442) 2026-02-08T05:11Z 52K followers, [---] 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](https://x.com/TradexWhisperer/status/2020532261674954803) 2026-02-08T16:16Z 52K followers, [---] 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](https://x.com/TradexWhisperer/status/2020566462381883888) 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](https://x.com/TradexWhisperer/status/2020590549124956419) 2026-02-08T20:08Z 52K followers, [---] engagements "@GVDInvestor $AMAT is bullish" [X Link](https://x.com/TradexWhisperer/status/2020946568065712315) 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](https://x.com/TradexWhisperer/status/2021109609163894893) 2026-02-10T06:30Z 52.1K 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](https://x.com/TradexWhisperer/status/2021113186603368868) 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](https://x.com/TradexWhisperer/status/2021228471310000506) 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](https://x.com/TradexWhisperer/status/2021333951944720858) 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](https://x.com/TradexWhisperer/status/2021333995548782601) 2026-02-10T21:22Z 52.2K followers, [--] engagements "RT @TradexWhisperer: $MU $SNDK This is why DRAM and NAND is so expensive. 😂 So hilarious but so true" [X Link](https://x.com/TradexWhisperer/status/2021748509222002897) 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](https://x.com/TradexWhisperer/status/2021748527291158905) 2026-02-12T00:49Z 52.2K followers, [--] engagements "RT @TradexWhisperer: $GLW Flying High Fiber Optics Copper" [X Link](https://x.com/TradexWhisperer/status/2021824435150631060) 2026-02-12T05:51Z 52.2K followers, [--] engagements "$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 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 $PLTR valuation makes ZERO sense But then why do institutions keep buying it What do they know that you don't I work in BIG" [X Link](https://x.com/TradexWhisperer/status/2022180176201982459) 2026-02-13T05:24Z 52.6K followers, 15.3K engagements "$ABCL Thesis from @JackPrescottX. Peter Thiel owns [--------] shares of AbCellera Biologics Inc worth $50 Million https://t.co/mEKdGGRJsf https://t.co/mEKdGGRJsf" [X Link](https://x.com/TradexWhisperer/status/1893328628466741733) 2025-02-22T15:54Z 52.3K followers, [----] engagements "$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 [----] $NVDA: [----] and 25.3" [X Link](https://x.com/TradexWhisperer/status/2010109401995022434) 2026-01-10T22:00Z 52.3K followers, 87.6K engagements "$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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2" [X Link](https://x.com/TradexWhisperer/status/2013001103764557940) 2026-01-18T21:30Z 52.3K followers, 344.9K engagements "$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](https://x.com/TradexWhisperer/status/2014751783219036323) 2026-01-23T17:27Z 52.3K followers, 39.3K 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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2" [X Link](https://x.com/TradexWhisperer/status/2015234939378450816) 2026-01-25T01:27Z 52.3K followers, 78.2K engagements "$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 🟦 $SNDK Bulls have indeed built an unreal momentum on these BLUE candles. Thanks to Sanjay Mehrotra's contributions the United States stands firm in the global memory industry as leaders. https://t.co/yYOvdrZU43" [X Link](https://x.com/TradexWhisperer/status/2015843365695455286) 2026-01-26T17:44Z 52.3K followers, 87K engagements "$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 $MU London Stock Exchange Group (LSEG) just dropped a Research Report on Micron. Micron scored [--] highest among its peers. The" [X Link](https://x.com/TradexWhisperer/status/2016013096964522102) 2026-01-27T04:59Z 52.3K followers, 97.2K engagements "$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 $PLTR valuation makes ZERO sense" [X Link](https://x.com/TradexWhisperer/status/2016016558578139469) 2026-01-27T05:12Z 52.3K followers, 66.5K engagements "$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 $MU Why did so many analysts lower the price targets but still rated it as Bullish A bit contradicting isn't it Well here's the answer. The DRAM spot prices" [X Link](https://x.com/TradexWhisperer/status/2016190921457737733) 2026-01-27T16:45Z 52.3K followers, 25.2K engagements "$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](https://x.com/TradexWhisperer/status/2016231053300793670) 2026-01-27T19:25Z 52.3K 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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2" [X Link](https://x.com/TradexWhisperer/status/2016369798171808249) 2026-01-28T04:36Z 52.3K followers, 31.3K engagements "$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." $MU How acute is that shortage "For several of our key customers in the medium term we are able to support 50% to 2/3 of their demands." "That's why we're really focused on" [X Link](https://x.com/TradexWhisperer/status/2017812469289529391) 2026-02-01T04:09Z 52.3K followers, 53.6K engagements "$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 $MU How acute is that shortage "For several of our key customers in the medium term we are able to" [X Link](https://x.com/TradexWhisperer/status/2017837137874588111) 2026-02-01T05:47Z 52.3K followers, 25.3K engagements "$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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2" [X Link](https://x.com/TradexWhisperer/status/2018070521364242685) 2026-02-01T21:14Z 52.3K followers, 86.7K engagements "$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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2" [X Link](https://x.com/TradexWhisperer/status/2018159772282114202) 2026-02-02T03:09Z 52.2K followers, 39.9K engagements "$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](https://x.com/TradexWhisperer/status/2018467632803095004) 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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2" [X Link](https://x.com/TradexWhisperer/status/2018520499803005138) 2026-02-03T03:02Z 52.3K followers, 75.1K engagements "$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](https://x.com/TradexWhisperer/status/2018524783475089732) 2026-02-03T03:19Z 52.3K followers, 21.4K engagements "Will $GOOGL earnings tomorrow spark a bullish breakout in the tech sector Yes No Yes No" [X Link](https://x.com/TradexWhisperer/status/2018908001487434016) 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](https://x.com/TradexWhisperer/status/2018916166430060697) 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](https://x.com/TradexWhisperer/status/2019276356773900505) 2026-02-05T05:06Z 52.3K followers, 34.6K 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](https://x.com/TradexWhisperer/status/2019503829239361988) 2026-02-05T20:10Z 52.3K followers, 42.4K 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 $SNDK" [X Link](https://x.com/TradexWhisperer/status/2019547204617379935) 2026-02-05T23:02Z 52.2K followers, 36K engagements "$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](https://x.com/TradexWhisperer/status/2019606003944419637) 2026-02-06T02:56Z 52.3K followers, 31.8K engagements "$HOOD took a nasty hit after that run of pink-to-red candles. Bounce tomorrow" [X Link](https://x.com/TradexWhisperer/status/2019607978207543522) 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](https://x.com/TradexWhisperer/status/2019617192372011318) 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 $MU Still Heating Up: Memory Price Outlook for 1Q26 Sharply Upgraded DRAM costs are surging way harder than NAND. With Micron 80%" [X Link](https://x.com/TradexWhisperer/status/2019865022344916999) 2026-02-06T20:05Z 52.3K followers, 52.8K engagements "$MU $SNDK "NAND margins have now surpassed HBM margins" Hands-down this is the wildest margin inversion in my [--] years working in the memory industry. 🤯 Structural Shift. Structural Inversion" [X Link](https://x.com/TradexWhisperer/status/2019872495860609192) 2026-02-06T20:35Z 52.2K followers, 71K engagements "$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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2" [X Link](https://x.com/TradexWhisperer/status/2019873168320786620) 2026-02-06T20:37Z 52.2K followers, 21K engagements "$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 $500 with a Buy rating "The company is expected to 'chip away' at SK Hynix's market share in HBM when its next-generation HBM4 ramps beyond Q2 [----] (potentially gaining share in Q3 [----] and beyond)." "Forecasts a 56% rise in DRAM prices for fiscal [----] driven by severe shortages and tight supply." "Emphasizes Micron's" [X Link](https://x.com/TradexWhisperer/status/2020301610291982508) 2026-02-08T01:00Z 52.3K followers, 34.6K engagements "$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 $SNDK" [X Link](https://x.com/TradexWhisperer/status/2020369702044991673) 2026-02-08T05:30Z 52.3K followers, 28.1K engagements "$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 $MU How acute is that" [X Link](https://x.com/TradexWhisperer/status/2020718031375302718) 2026-02-09T04:34Z 52.3K followers, 37.3K engagements "$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](https://x.com/TradexWhisperer/status/2020739810839962058) 2026-02-09T06:01Z 52.3K followers, 23.3K 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](https://x.com/TradexWhisperer/status/2021111964882305505) 2026-02-10T06:40Z 52.3K 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](https://x.com/TradexWhisperer/status/2021480696368464227) 2026-02-11T07:05Z 52.3K 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](https://x.com/TradexWhisperer/status/2021604495247937814) 2026-02-11T15:17Z 52.3K followers, 17.9K engagements "@GreenPipsTrade Si Photonics in the next frontier" [X Link](https://x.com/TradexWhisperer/status/2021612553575535025) 2026-02-11T15:49Z 52.3K 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](https://x.com/TradexWhisperer/status/2021701242221998283) 2026-02-11T21:41Z 52.3K followers, [---] engagements "RT @TradexWhisperer: People keep underestimating the sheer scale and sophistication of $TSM and $MU fabs. Nano-level mass production isnt" [X Link](https://x.com/TradexWhisperer/status/2021986774302736851) 2026-02-12T16:36Z 52.3K followers, [--] engagements "RT @TradexWhisperer: $MU BLUE-GREEN still going. Building a New Base Ignore the noise. Fundamentals Only" [X Link](https://x.com/TradexWhisperer/status/2022159422823563272) 2026-02-13T04:02Z 52.3K followers, [--] engagements "$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](https://x.com/TradexWhisperer/status/2022176408756490557) 2026-02-13T05:10Z 52.3K 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](https://x.com/TradexWhisperer/status/2022302176526434446) 2026-02-13T13:29Z 52.3K followers, [--] 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](https://x.com/TradexWhisperer/status/1951815000294887786) 2025-08-03T01:18Z 52.4K followers, 15.2K 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 $APP https://patreon.com/posts/master-market-133466000 https://patreon.com/posts/master-market-133466000" [X Link](https://x.com/TradexWhisperer/status/2004135530896728324) 2025-12-25T10:22Z 52.3K followers, [----] engagements "$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](https://x.com/TradexWhisperer/status/2010033401454313484) 2026-01-10T16:58Z 52.3K followers, 96.7K engagements "🟦 $RDDT is currently hovering just above the 50% Fibonacci channel level. Bollinger Bands have significantly contracted setting up for a potential breakout to new all-time highs $RDDT Every bit of Reddit content is authentic human-generated data the platform's most valuable asset and a true moat in the AI era. Great read 👇 $RDDT Every bit of Reddit content is authentic human-generated data the platform's most valuable asset and a true moat in the AI era. Great read 👇" [X Link](https://x.com/TradexWhisperer/status/2011176126454903050) 2026-01-13T20:38Z 52.3K followers, 76K engagements "$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 $MU How acute is that shortage" [X Link](https://x.com/TradexWhisperer/status/2015613832237023514) 2026-01-26T02:32Z 52.3K followers, 162.7K engagements "$MU Potentially good news for Micron as they are investing over $200B in American Mega Fabs Idaho and New York. Memory Made in America. No Tariff" [X Link](https://x.com/TradexWhisperer/status/2015966204821962804) 2026-01-27T01:52Z 52.3K followers, 34.3K engagements "$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](https://x.com/TradexWhisperer/status/2019500180903764347) 2026-02-05T19:55Z 52.3K followers, 28K engagements "Silicon Photonics & Optics: $GLW $LITE taking off Don't sleep on $TSM CPO/COUPE optics platform" [X Link](https://x.com/TradexWhisperer/status/2020885810955129233) 2026-02-09T15:41Z 52.3K followers, 19.3K engagements "@TechEquityEng AI Platform. HBM Platform. New Valuation Plaform" [X Link](https://x.com/TradexWhisperer/status/2021810665200267644) 2026-02-12T04:56Z 52.3K followers, [---] engagements "@sedonaroxx Why would Q4 be better" [X Link](https://x.com/TradexWhisperer/status/2022173131507708373) 2026-02-13T04:56Z 52.3K followers, [---] engagements "@jpgola I am sure they will benefit but I like Micron the most" [X Link](https://x.com/TradexWhisperer/status/2022173516272197742) 2026-02-13T04:58Z 52.3K followers, [---] 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](https://x.com/TradexWhisperer/status/1838664243169927489) 2024-09-24T19:38Z 52.5K followers, 793K 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 $RKLB as" [X Link](https://x.com/anyuser/status/1855456157911105799) 2024-11-10T03:43Z 52.5K followers, 205.2K engagements "$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](https://x.com/TradexWhisperer/status/1865528274262405177) 2024-12-07T22:46Z 52.5K followers, 12.2M 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](https://x.com/anyuser/status/1865549937293005231) 2024-12-08T00:12Z 52.5K followers, 92.8K 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](https://x.com/anyuser/status/1887367258730885621) 2025-02-06T05:06Z 52.5K followers, 73.2K 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](https://x.com/anyuser/status/1898109136480706879) 2025-03-07T20:30Z 52.5K 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 $100M in Total Contract Value in the SINGLE month of Feb." -@ssankar https://t.co/K1KF4Sk73g" [X Link](https://x.com/anyuser/status/1898141044170277091) 2025-03-07T22:37Z 52.5K followers, 50.5K engagements "$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](https://x.com/TradexWhisperer/status/1909240712757195137) 2025-04-07T13:43Z 52.5K followers, 3.4M engagements "🚨 JUST IN: $PLTR CITI BANK SIGNED A PARTNERSHIP WITH PALANTIR TO MODERNIZE HOW WE LEVERAGE DATA AND IMPROVE CLIENT EXPERIENCE AND OPERATIONAL AGILITY VIA REAL-TIME INSIGHTS Congrats to @Citi on a great quarter. One of the more exciting implementations for me. Very ambitious vision. https://t.co/z0YAYHJWd3 Congrats to @Citi on a great quarter. One of the more exciting implementations for me. Very ambitious vision. https://t.co/z0YAYHJWd3" [X Link](https://x.com/anyuser/status/1912246767456006217) 2025-04-15T20:48Z 52.5K followers, 68.5K engagements "$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 $PLTR Weekly" [X Link](https://x.com/TradexWhisperer/status/1916944236303552697) 2025-04-28T19:54Z 52.5K followers, 12K engagements "$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](https://x.com/anyuser/status/1918509650682757573) 2025-05-03T03:35Z 52.5K 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](https://x.com/anyuser/status/1919838036248166801) 2025-05-06T19:33Z 52.5K followers, 70.9K engagements "🚨 BREAKING: MOODY'S RATING UPGRADES UNITED STATES OUTLOOK TO STABLE FROM NEGATIVE" [X Link](https://x.com/anyuser/status/1923937297441132580) 2025-05-18T03:02Z 52.5K followers, 117.9K engagements "🟦 HOOD Total of 700% GAINS ACHIEVED thanks to our (W) BLUE Candle Alerts OUR SMART SYSTEM JUST WORKS Join 200+ Daily Stock Alerts. Try it for FREE https://www.patreon.com/posts/master-market-133466000 https://www.patreon.com/posts/master-market-133466000" [X Link](https://x.com/TradexWhisperer/status/1946351024442318901) 2025-07-18T23:27Z 52.5K followers, 4.5M 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](https://x.com/TradexWhisperer/status/1946427278013170146) 2025-07-19T04:30Z 52.5K followers, 1.8M engagements "Our Smart Candle System is like a Map and a Compass. It just works" [X Link](https://x.com/TradexWhisperer/status/1946429290196975865) 2025-07-19T04:38Z 52.5K followers, 3.8M engagements "Smart Candle System" [X Link](https://x.com/TradexWhisperer/status/1946429793467322777) 2025-07-19T04:40Z 52.5K followers, 5.2M 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](https://x.com/TradexWhisperer/status/1946438853419757887) 2025-07-19T05:16Z 52.5K followers, 2.2M 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](https://x.com/TradexWhisperer/status/1983750458179989702) 2025-10-30T04:19Z 52.5K followers, 1.1M 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 $14M ANNUALLY and its really only deployed to part of our network." -Fannie Mae: "It was a mortgage case fraud case. There's a lot of paper--reams of paper. It took our" [X Link](https://x.com/anyuser/status/1985240430707892456) 2025-11-03T06:59Z 52.5K followers, 263K engagements "$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](https://x.com/anyuser/status/1987907335717888265) 2025-11-10T15:36Z 52.5K 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 $PLTR valuation makes ZERO sense But then why do institutions keep buying it What do they know that you don't I work in BIG DATA analytics and let me share the" [X Link](https://x.com/anyuser/status/1991394175653409217) 2025-11-20T06:32Z 52.5K followers, 366.7K engagements "$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 $MU Alerts Customers to" [X Link](https://x.com/TradexWhisperer/status/2014579289493275074) 2026-01-23T06:01Z 52.5K followers, 603.2K engagements "$TSM has become the de facto semiconductor index. It's now the proxy for the entire semiconductor industry. $2 Trillion Market Cap: Inevitable" [X Link](https://x.com/TradexWhisperer/status/2017849338068922461) 2026-02-01T06:35Z 52.5K followers, 76.1K engagements "$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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2" [X Link](https://x.com/anyuser/status/2018419001056276801) 2026-02-02T20:19Z 52.5K followers, 75.9K engagements "$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](https://x.com/TradexWhisperer/status/2018927731954856425) 2026-02-04T06:00Z 52.5K followers, 71.8K engagements "Unlimited demand for intelligence unlimited demand for knowledge context & models. Memory. Memory. Memory $MU $SNDK There is unlimited demand for intelligence. There is unlimited demand for intelligence" [X Link](https://x.com/TradexWhisperer/status/2020254720837959683) 2026-02-07T21:53Z 52.6K followers, 18K engagements "$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. $2 Trillion Market Cap: Inevitable" [X Link](https://x.com/TradexWhisperer/status/2020344798734086464) 2026-02-08T03:51Z 52.6K followers, 74.6K engagements "@Kinn11Stewart I really don't understand why people are making up things like invading Taiwan. China isn't so stupid to crash the entire AI market. TSMC is responsible for manufacturing the AI in physical form. Also it's already called Chinese Taipei. No need to invade its own territory" [X Link](https://x.com/TradexWhisperer/status/2020364548772110517) 2026-02-08T05:10Z 52.5K followers, [---] engagements "$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](https://x.com/TradexWhisperer/status/2020391918983877038) 2026-02-08T06:59Z 52.5K followers, 105.6K 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](https://x.com/TradexWhisperer/status/2020547221574533619) 2026-02-08T17:16Z 52.6K followers, 41.6K 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](https://x.com/TradexWhisperer/status/2020557863177867345) 2026-02-08T17:58Z 52.6K followers, 13.1K engagements "People keep underestimating the sheer scale and sophistication of $TSM and $MU fabs. Nano-level mass production isnt just volume. Its backed by deep protected intellectual property. As Elon Musk put it: "Its 1000% to 10000% harder than making a few prototypes." The extreme difficulty of scaling production of new technology is not well understood. Its 1000% to 10000% harder than making a few prototypes. The machine that makes the machine is vastly harder than the machine itself. The extreme difficulty of scaling production of new technology is not well understood. Its 1000% to 10000% harder" [X Link](https://x.com/TradexWhisperer/status/2020564245180457025) 2026-02-08T18:23Z 52.6K followers, 25.7K engagements "$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. $2 Trillion Market Cap: Inevitable" [X Link](https://x.com/TradexWhisperer/status/2020931929194082453) 2026-02-09T18:44Z 52.5K followers, 10.5K engagements "$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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2" [X Link](https://x.com/TradexWhisperer/status/2020947342237827139) 2026-02-09T19:46Z 52.6K followers, 39.4K engagements "$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 $SNDK AI thesis is dead simple: mimic the human brain AI Thinking = GPU AI Knowledge = HBM/DRAM/NAND Vast context & memory are" [X Link](https://x.com/TradexWhisperer/status/2021075183503802854) 2026-02-10T04:14Z 52.5K followers, 27K engagements "$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 $MU AI is eating everything and TSMC is the" [X Link](https://x.com/TradexWhisperer/status/2021102009219473896) 2026-02-10T06:00Z 52.5K followers, 22.1K engagements "$MU $SNDK $TSM $NVDA AI Chip Efficiency Trajectory: Closer together stack aggressively shrink everything. One day the entire AI server will be built on a single wafer substrate. The chip industry is about to go through decades of crazy innovation. Bullish" [X Link](https://x.com/TradexWhisperer/status/2021104708807716987) 2026-02-10T06:11Z 52.5K followers, 16.1K engagements "$GLW Flying High Fiber Optics Copper" [X Link](https://x.com/TradexWhisperer/status/2021107079151484944) 2026-02-10T06:20Z 52.6K followers, 15.7K engagements "$MU Is Micron in trouble with HBM4 NO. [----] full HBM production It's SOLD the fuck out Micron has shipped HBM4 samples to multiple key customers starting in mid-2025 with volume ramp planned for calendar [----]. The company's entire HBM production capacity for [----] (including HBM4) is sold out driven by strong AI demand. Micron has expanded its HBM customer base significantly from [--] to [--] major key customers by late [----] and is in active discussions/pricing agreements for HBM4 volumes. If you think NVIDIA is the only company buying HBM4 you are not up-to-date on current events. Q2 guidance" [X Link](https://x.com/TradexWhisperer/status/2021428354377973796) 2026-02-11T03:37Z 52.6K followers, 67.2K engagements "$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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2" [X Link](https://x.com/TradexWhisperer/status/2021482298059940186) 2026-02-11T07:11Z 52.5K followers, 30.9K engagements "$TSM TSMC is reportedly planning to gradually transfer 80% of its 8-inch wafer production (currently [--] million wafers annually) to its affiliate VIS. Goal: Allow TSMC to focus on advanced nodes (2nm 3nm etc.) and advanced packaging driven by massive AI/HPC demand. $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 $TSM feels safer than an index fund right now. It's now my" [X Link](https://x.com/TradexWhisperer/status/2021483371294228908) 2026-02-11T07:16Z 52.5K followers, 10.7K engagements "$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 $MU Here's what Micron said about HBM4 during Q1 [----] earnings call: "Microns HBM4 with industry-leading speed over [--] Gbps is on track to ramp with" [X Link](https://x.com/TradexWhisperer/status/2021609250829504530) 2026-02-11T15:36Z 52.5K followers, 14.3K engagements "$HIMS Wow. What a roller-coaster. Year range: $16.35 - $72.98 -4.5x difference 🙃" [X Link](https://x.com/TradexWhisperer/status/2021625886399975844) 2026-02-11T16:42Z 52.6K followers, 10.1K engagements "$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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2" [X Link](https://x.com/TradexWhisperer/status/2021639976560287800) 2026-02-11T17:38Z 52.5K followers, 37.2K engagements "$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 $PYPL Technicals 👀 Inverse Cup and Handle Weekly Smart Candle is still RED. Daily Chart (In the comments section):" [X Link](https://x.com/TradexWhisperer/status/2021673043463221538) 2026-02-11T19:49Z 52.5K followers, [----] engagements "$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 $MU BLUE-GREEN still going. Building a New Base Ignore the noise. Fundamentals Only. https://t.co/KmMYBHZ6Zy" [X Link](https://x.com/TradexWhisperer/status/2021675291517890566) 2026-02-11T19:58Z 52.5K followers, 14.4K engagements "$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 $MU Is Micron in trouble with HBM4 NO. [----] full HBM production It's SOLD the fuck out Micron has shipped HBM4 samples to multiple key customers starting in" [X Link](https://x.com/TradexWhisperer/status/2021750770773975192) 2026-02-12T00:58Z 52.6K followers, 14.4K engagements "$MU $415. $500: Inevitable. Don't be a victim of fear. Don't be a victim of fear. It destroys your mental clarity and devastates your portfolio. When fear creeps in grab a pen and paper. Write down every anxious thought then challenge each one: "'Is this actually true" Do your homework seek the facts and reclaim your Don't be a victim of fear. It destroys your mental clarity and devastates your portfolio. When fear creeps in grab a pen and paper. Write down every anxious thought then challenge each one: "'Is this actually true" Do your homework seek the facts and reclaim your" [X Link](https://x.com/TradexWhisperer/status/2021751605696315429) 2026-02-12T01:01Z 52.6K followers, 34.3K engagements "$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. $2 Trillion Market Cap: Inevitable" [X Link](https://x.com/TradexWhisperer/status/2021817519586296118) 2026-02-12T05:23Z 52.6K followers, 10.9K engagements "$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](https://x.com/TradexWhisperer/status/2022040523369054400) 2026-02-12T20:10Z 52.6K followers, [----] 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](https://x.com/TradexWhisperer/status/2022155391636058539) 2026-02-13T03:46Z 52.5K followers, 10.1K 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 $MU Is Micron in trouble with HBM4 NO. [----] full HBM production It's SOLD the fuck out Micron has shipped HBM4 samples to multiple key customers starting in mid-2025 with volume ramp planned for" [X Link](https://x.com/TradexWhisperer/status/2022155394068754802) 2026-02-13T03:46Z 52.6K followers, [----] engagements "$MU Did you get the memo Micron is shipping HBM4 a quarter early" [X Link](https://x.com/TradexWhisperer/status/2022157186340991320) 2026-02-13T03:53Z 52.6K followers, 20.8K engagements "All the value is going to the chips not the broader 'technology' Nasdaq. Listen to the market 👇 $MU $SNDK $TSM" [X Link](https://x.com/TradexWhisperer/status/2022160992160137410) 2026-02-13T04:08Z 52.6K followers, 13.9K engagements "$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 $PLTR valuation makes ZERO" [X Link](https://x.com/TradexWhisperer/status/2022179845640495220) 2026-02-13T05:23Z 52.5K followers, 24.1K engagements "$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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2" [X Link](https://x.com/TradexWhisperer/status/2022188885976264849) 2026-02-13T05:59Z 52.6K followers, 18.8K engagements "$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 [----]. 🤷♂ $MU Is Micron in trouble with HBM4 NO. 2026" [X Link](https://x.com/TradexWhisperer/status/2022197385653313607) 2026-02-13T06:33Z 52.6K followers, 18.7K engagements "$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](https://x.com/TradexWhisperer/status/2022198085880099164) 2026-02-13T06:36Z 52.5K followers, [----] engagements "January [----] CPI Update Disinflation Remains Firmly in Control. Bears are in shambles Headline CPI: 2.4% y/y (exp. 2.5% prev. 2.7%) lowest reading since May [----] Core CPI: 2.5% y/y (lowest since March [----] in line with consensus) Key drivers of the deceleration: Sharp gasoline decline (-7.5% MoM) dragged energy basket -0.1% Used vehicles reversed to -2.0% MoM Shelter inflation eased further to +3.0% y/y Food inflation ticked modestly higher but remains contained at +3.1% Monthly: Headline +0.2% (below +0.3% forecast) Core +0.3% Base effects from last years higher prints are still contributing" [X Link](https://x.com/TradexWhisperer/status/2022312406622642513) 2026-02-13T14:10Z 52.5K followers, [----] 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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2" [X Link](https://x.com/TradexWhisperer/status/2022570734749704620) 2026-02-14T07:16Z 52.6K followers, 32.6K engagements "$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](https://x.com/TradexWhisperer/status/2022691266035847644) 2026-02-14T15:15Z 52.5K followers, 38.1K engagements "@kostea12 I am no oracle but I am bullish on Micron for the next 3-5 years. Hope that helps" [X Link](https://x.com/TradexWhisperer/status/2022692294248608241) 2026-02-14T15:19Z 52.6K followers, [----] engagements "@norveclifinance I expect $MU to be in the top [--] eventually. It is inevitable the memory transformation that's being required by the AI. These are initial inputs from the AI demands. The second and third waves will be scary. The challenge with top [--] is that it has be in the 2.5T to 3T region" [X Link](https://x.com/TradexWhisperer/status/2022696920091959480) 2026-02-14T15:38Z 52.5K followers, [----] engagements "The scary trend is that people are dumbing 'tech/software' stocks in favor of chip stocks such as $MU and $TSM. That's going to confuse the market a bit. Some will see as a well warranted rotation some will think this is bearish as nasdaq can negatively be affected but Chips is where you want to be in [----]. https://twitter.com/i/web/status/2022697347000733951 https://twitter.com/i/web/status/2022697347000733951" [X Link](https://x.com/TradexWhisperer/status/2022697347000733951) 2026-02-14T15:40Z 52.6K followers, [----] 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](https://x.com/TradexWhisperer/status/2022703694119383216) 2026-02-14T16:05Z 52.5K followers, [----] engagements "@SirajulmunirM Sorry I can't give you financial advise but I can drop this for you" [X Link](https://x.com/TradexWhisperer/status/2022704130800914829) 2026-02-14T16:06Z 52.6K 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](https://x.com/TradexWhisperer/status/2022707680717225987) 2026-02-14T16:21Z 52.6K 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](https://x.com/TradexWhisperer/status/2022709515204923715) 2026-02-14T16:28Z 52.5K 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](https://x.com/TradexWhisperer/status/2022709794495471833) 2026-02-14T16:29Z 52.5K followers, [---] engagements "Micron HBM isn't the weakest. It's actually strongest from power efficiency standpoint. I am no oracle but I am bullish for the next 3-5 years. Have you been reading my posts Some NAND/DRAM segments are surpassing HBM margins. These products compete with each other for the same silicon wafers. It's a zero sum game. So will the margins" [X Link](https://x.com/TradexWhisperer/status/2022712056978481636) 2026-02-14T16:38Z 52.6K 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](https://x.com/TradexWhisperer/status/2022715765699547598) 2026-02-14T16:53Z 52.6K followers, [---] engagements "Unfortunately my resources are entirely focused on memory. I don't tend to diversify in my portfolio. I just don't have enough to time to research that many companies. I stay laser focused on a few and so my portfolio. Otherwise I am just speculating and gambling. $MU $TSM $GLW https://twitter.com/i/web/status/2022720616248545281 https://twitter.com/i/web/status/2022720616248545281" [X Link](https://x.com/TradexWhisperer/status/2022720616248545281) 2026-02-14T17:12Z 52.5K followers, [---] engagements "@wheelertweets Capex is okay. Micron's got the government grants. That helps. Also it's a gradual investment over a decade (equipment talent materials etc.)" [X Link](https://x.com/TradexWhisperer/status/2022736983806874031) 2026-02-14T18:17Z 52.5K followers, [---] engagements "@mattforthelikes Memory industry is already responding to the new memory requirements the "new architecture" SOCAMM (production) CXL (production) HBF (developing) C-HBM4E (Custom HBM4E)" [X Link](https://x.com/TradexWhisperer/status/2022743941125488981) 2026-02-14T18:45Z 52.5K followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@TradexWhisperer Trade Whisperer
Palantir ($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.
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Social Influence
Social category influence stocks #890 finance #1572 technology brands 28.57% currencies #895 countries 4.4% exchanges #1426 travel destinations 3.85% cryptocurrencies 3.3% automotive brands 1.65% celebrities 1.65%
Social topic influence $mu #1, ai #1261, in the 20.33%, $pltr #29, pe ratio #1, increase in #7, palantir #36, dram #7, bullish #24, $tsm #16
Top accounts mentioned or mentioned by @chesswarri42621 @gvdinvestor @techequityeng @ka10na04 @jpgola @abbottcoelho @windcloud5 @jp_money_95630 @brewerterr @lidor_ajam @cheddarchazzz @yeung69420 @carlo71734336 @ud197601 @1031ent @jtsla4 @dmtdoctor @greenpipstrade @sedonaroxx @ssankar
Top assets mentioned Micron Technology, Inc. (MU) Palantir Technologies Inc. (PLTR) Taiwan Semiconductor (TSM) Sandisk Corporation (SNDK) NVIDIA Corp. (NVDA) Corning Incorporated (GLW) Rocket Lab USA, Inc. Common Stock (RKLB) Strategy (MSTR) Alphabet Inc Class A (GOOGL) Western Digital Corp (WDC) Advanced Micro Devices (AMD) Lumentum Holdings Inc. Common Stock (LITE) Robinhood Markets, Inc. (HOOD) Novo-Nordisk (NVO) Costco Wholesale Corporation (COST) Tesla, Inc. (TSLA) Hims & Hers Health, Inc. (HIMS) Reddit, Inc. (RDDT) PayPal Holdings Inc (PYPL) AppLovin Corporation (APP) Samsara Inc. (IOT) Sweetgreen Inc. (SG) Seagate Technology Holdings PLC (STX)
Top Social Posts
Top posts by engagements in the last [--] hours
"$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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-07T22:48Z 52.6K followers, 18.6K engagements
"$MU Is this a pattern HBM3 HBM3E = massive margin & performance step-up. HBM4 = appetizer Micron's Custom ASIC HBM4E should deliver the real leap superior bandwidth & efficiency stronger customer adoption and significantly higher gross margins. $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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-10T21:21Z 52.6K followers, 24.3K engagements
"HBM4 contributions will be meaningful in 2H [----] (Hyperscalers Intel & AMD) but vast majority of the HBM revenue will still come from HBM3E. The in-house base die was intended for Nvidia. Micron knew this all along. In order to sell to Nvidia you need TSMC version of base die and Micron choose NOT to do so. Either way HBM4 revenue would've been small. https://twitter.com/i/web/status/2021489524682129706 https://twitter.com/i/web/status/2021489524682129706"
X Link 2026-02-11T07:40Z 52.6K followers, [---] engagements
"$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
"🔥 $PLTR Analyst mentions Palantir as probably the ONLY software company with DURABLE GROWTH RATES during Samsara Inc. Investor Day [----]. "you said our growth rates are durable. That seems to be increasingly hard to come by also maybe outside of Palantir in software because a lot of investors have a terminal value anxiety with seat-based models as you may have heard these days. When you think about growth rate durability what is behind that comment. And I'm not asking for a long-term guide. I really despise those. But what kind of growth rate over what time feels like it's not aspirational""
X Link 2025-07-03T18:23Z 52.2K followers, 21.1K engagements
"$PLTR: What is your highest conviction stock besides Palantir"
X Link 2025-07-16T15:02Z 51.8K followers, 17.5K engagements
"🟦 $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://patreon.com/posts/master-market-133466000 https://patreon.com/posts/master-market-133466000"
X Link 2025-12-03T04:32Z 51.8K followers, 74.3K engagements
"🟦 $SG SweetGREEN not really. It has been full of BitterRED and BitterPINK candles. It would've saved you thousands if you at least trimmed at those actionable signals. Protect your equity💰💵 250+ Daily BLUE Candle Alerts. Free Trial: https://www.patreon.com/posts/master-market-133466000 https://www.patreon.com/posts/master-market-133466000"
X Link 2025-12-25T05:16Z 52K followers, [----] engagements
"$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 52K followers, 33.5K 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 🟦 $SNDK (W) BLUE-GREEN Candles. Bulls are building momentum 💰💷 250+ Daily BLUE Candle Alerts. Free Trial: https://t.co/ZQDP5HCFyq https://t.co/anyyqaVM5n"
X Link 2026-01-21T05:07Z 51.9K followers, 118.1K engagements
"$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 Forward P/E Comparison to Peers AMD: 37x AVGO: 32x WesternDigital: 30x Seagate: 29x NVIDIA: 26x TSM: 25x Micron: 11x Micron is a key leader enabling AI Training and Inference and now sits on a renewed platform HBM. The market is yet to realize this"
X Link 2026-01-26T17:39Z 51.8K followers, 46.4K engagements
"$MU bears already screaming oversupply just bc Micron announced leading-edge fab expansions Idaho NY & Singapore They are officially 20+ year projects two full decades. Gradual ramp-up at best & barely keeps pace with exploding AI demand. How old will you be in [--] years"
X Link 2026-01-28T02:47Z 51.8K followers, 16.3K engagements
"$MU In [----] I was the lone bull on Micron while so-called analysts slashed price targets. Even called the exact timing in my [----] thesis 👇 elevated DRAM contract prices wont hit until 2H [----] These insights Nowhere else. Turn on notifications at your own risk. 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 $MU Why"
X Link 2026-01-28T03:04Z 51.8K followers, 30.1K engagements
"$MU Recent DRAM & NAND price hikes in one table. Exactly as predicted in my [----] thesis: the price-hike waves began in 2H [----]. ".elevated DRAM contract prices will not come until 2nd half of 2025." 👇 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"
X Link 2026-01-28T15:19Z 51.9K followers, 45.3K 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 From $62 to $450 (+625%) This thread was the exact signal and thesis you needed. Same playbook as my $PLTR & $RKLB calls. I've dropped hundreds of rare high-conviction insights Choose your notifications wisely. In this game who you follow makes all the difference. $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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-01-29T04:11Z 51.8K followers, 612.7K engagements
"$MU "The DRAM crisis could spell the end for some GPU makers" "Zotac has warned that the ongoing memory shortage threatens the survival of some graphics card manufacturers highlighting mounting pressure across the PC hardware supply chain." HBM redefining DRAM into an AI Asset $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 $MU Alerts Customers"
X Link 2026-01-29T17:34Z 51.9K followers, 38.7K engagements
"$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 $700) on NAND pricing increases."
X Link 2026-01-30T15:41Z 52.1K followers, 64.4K engagements
"$MU Is the dip you've been waiting for In my opinion It makes little sense to drive the leading AI inference player down to a single-digit forward P/E while the CEO publicly confirms that Micron can meet only 5067% of major customer demand right now. Even if it dips more I doubt this pullback will last. Of course I'm not Mr. Market just a speculator. $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"
X Link 2026-01-31T02:53Z 51.9K followers, 104.1K 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 $MU How acute is that shortage "For several of our key customers in the medium term we are able to support 50% to 2/3 of their demands." "That's why we're really focused on"
X Link 2026-01-31T20:55Z 52K followers, 50.8K engagements
"$MU Wild 🤯 "RAM is the new gold why Costco is pulling memory from display PCs to halt a shoplifting surge" "In recent times an office was broken into just to steal the DDR5 RAM and online buyers of memory are facing scams too" $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 $MU How acute is that shortage "For several of our key customers in the"
X Link 2026-02-01T05:22Z 51.8K followers, 29.9K engagements
"$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 If you think only memory chips are in high demand/shortage think again. The true scarcity is seasoned talent in ADVANCED Memory & HBM nearly impossible to hire affordably. Fab builds will be painfully slow as demand explodes relentlessly. Hence the structural shift $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 $MU How acute is that shortage"
X Link 2026-02-02T02:58Z 51.8K followers, 29.5K engagements
"$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 $14M annually and its really only deployed to part of our network." SOMPO JAPAN "So what was the impact Over"
X Link 2026-02-02T16:36Z 52K followers, 48.2K engagements
"$MU $SNDK Keyword is "New Peak" it keeps going up "TrendForce projects the memory market to be worth $551.6 billion in [----] and to surge to a peak of $842.7 billion in [----] reflecting a 53% YoY growth . to a New Peak ." Infinite AI Context = Infinite Memory 🔥 $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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-02T17:59Z 51.8K followers, 28.1K engagements
"$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 $MU Bullish "To eliminate constraints that are likely to arise in the next [--] - [--] years we must build a gigantic chip fab Tesla Terafab. It must be a very large-scale production facility"
X Link 2026-02-02T19:55Z 52K followers, 22.9K engagements
"$PLTR Alex C. Karp on Q4 [----] Earnings Palantirs Rule of [--] score is now an incredible 127%. Last quarter our U.S. revenue grew 93% year-over-year and U.S. commercial revenue grew 137% year-over-year. We are also announcing a [----] revenue growth guide of 61% year-over-year. We are an n of [--] and these numbers prove it. Palantir is alone in choosing to exclusively focus on scaling the operational leverage made possible by the rapid advancements of AI models a trend that we first called commodity cognition well before others started repeating it" $PLTR Triple Bottom Earnings Hit Today"
X Link 2026-02-02T21:12Z 51.8K followers, 30.3K engagements
"$PLTR The King is Back Rule of [--]. Score of [---]. Unreal. $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 $PLTR valuation makes ZERO sense But then why do institutions keep buying it What do they know that you don't I work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way Palantir has monopoly on Automated"
X Link 2026-02-02T21:14Z 51.8K followers, 15.2K engagements
"$PLTR [----] Wild Outlook. [----] Revenue: $4.475 Billion [----] Revenue: $7.198 Billion [----] Adj. Free Cash Flow: $4.125 [----] Adj. FCF full [----] revenue. Insane. $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 $PLTR valuation makes ZERO sense But then why do institutions keep buying it What do they know that you don't I work in BIG DATA analytics and let"
X Link 2026-02-02T21:42Z 51.8K followers, 13.1K engagements
"$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
"@amitisinvesting"
X Link 2026-02-03T03:43Z 51.8K followers, [----] engagements
"@Yeung69420 CPUs are dead"
X Link 2026-02-06T03:47Z 51.8K followers, [---] 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
"@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
"@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
"@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
"@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
"@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: $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
"RT @TradexWhisperer: $GLW Flying High Fiber Optics Copper"
X Link 2026-02-12T05:51Z 52.2K followers, [--] engagements
"$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 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 $PLTR valuation makes ZERO sense But then why do institutions keep buying it What do they know that you don't I work in BIG"
X Link 2026-02-13T05:24Z 52.6K followers, 15.3K engagements
"$ABCL Thesis from @JackPrescottX. Peter Thiel owns [--------] shares of AbCellera Biologics Inc worth $50 Million https://t.co/mEKdGGRJsf https://t.co/mEKdGGRJsf"
X Link 2025-02-22T15:54Z 52.3K followers, [----] engagements
"$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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-01-18T21:30Z 52.3K followers, 344.9K engagements
"$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 52.3K followers, 39.3K 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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-01-25T01:27Z 52.3K followers, 78.2K engagements
"$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 🟦 $SNDK Bulls have indeed built an unreal momentum on these BLUE candles. Thanks to Sanjay Mehrotra's contributions the United States stands firm in the global memory industry as leaders. https://t.co/yYOvdrZU43"
X Link 2026-01-26T17:44Z 52.3K followers, 87K engagements
"$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 $MU London Stock Exchange Group (LSEG) just dropped a Research Report on Micron. Micron scored [--] highest among its peers. The"
X Link 2026-01-27T04:59Z 52.3K followers, 97.2K engagements
"$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 $PLTR valuation makes ZERO sense"
X Link 2026-01-27T05:12Z 52.3K followers, 66.5K engagements
"$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 $MU Why did so many analysts lower the price targets but still rated it as Bullish A bit contradicting isn't it Well here's the answer. The DRAM spot prices"
X Link 2026-01-27T16:45Z 52.3K followers, 25.2K engagements
"$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 52.3K 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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-01-28T04:36Z 52.3K followers, 31.3K engagements
"$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." $MU How acute is that shortage "For several of our key customers in the medium term we are able to support 50% to 2/3 of their demands." "That's why we're really focused on"
X Link 2026-02-01T04:09Z 52.3K followers, 53.6K engagements
"$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 $MU How acute is that shortage "For several of our key customers in the medium term we are able to"
X Link 2026-02-01T05:47Z 52.3K followers, 25.3K engagements
"$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 "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 52.3K 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 52.3K followers, 34.6K 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 52.3K followers, 42.4K 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 $SNDK"
X Link 2026-02-05T23:02Z 52.2K followers, 36K engagements
"$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 52.3K followers, 31.8K 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 $SNDK "NAND margins have now surpassed HBM margins" Hands-down this is the wildest margin inversion in my [--] years working in the memory industry. 🤯 Structural Shift. Structural Inversion"
X Link 2026-02-06T20:35Z 52.2K followers, 71K engagements
"$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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-06T20:37Z 52.2K followers, 21K engagements
"$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 $500 with a Buy rating "The company is expected to 'chip away' at SK Hynix's market share in HBM when its next-generation HBM4 ramps beyond Q2 [----] (potentially gaining share in Q3 [----] and beyond)." "Forecasts a 56% rise in DRAM prices for fiscal [----] driven by severe shortages and tight supply." "Emphasizes Micron's"
X Link 2026-02-08T01:00Z 52.3K followers, 34.6K engagements
"$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 $SNDK"
X Link 2026-02-08T05:30Z 52.3K followers, 28.1K engagements
"$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
"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
"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
"🔥 $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
"@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 52.3K 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 52.3K followers, [--] engagements
"RT @TradexWhisperer: $MU BLUE-GREEN still going. Building a New Base Ignore the noise. Fundamentals Only"
X Link 2026-02-13T04:02Z 52.3K followers, [--] engagements
"$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 52.3K 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 52.3K followers, [--] 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 52.4K followers, 15.2K 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 $APP https://patreon.com/posts/master-market-133466000 https://patreon.com/posts/master-market-133466000"
X Link 2025-12-25T10:22Z 52.3K followers, [----] engagements
"$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 52.3K followers, 96.7K engagements
"🟦 $RDDT is currently hovering just above the 50% Fibonacci channel level. Bollinger Bands have significantly contracted setting up for a potential breakout to new all-time highs $RDDT Every bit of Reddit content is authentic human-generated data the platform's most valuable asset and a true moat in the AI era. Great read 👇 $RDDT Every bit of Reddit content is authentic human-generated data the platform's most valuable asset and a true moat in the AI era. Great read 👇"
X Link 2026-01-13T20:38Z 52.3K followers, 76K engagements
"$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 $MU How acute is that shortage"
X Link 2026-01-26T02:32Z 52.3K followers, 162.7K engagements
"$MU Potentially good news for Micron as they are investing over $200B in American Mega Fabs Idaho and New York. Memory Made in America. No Tariff"
X Link 2026-01-27T01:52Z 52.3K followers, 34.3K engagements
"$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 52.3K followers, 28K engagements
"Silicon Photonics & Optics: $GLW $LITE taking off Don't sleep on $TSM CPO/COUPE optics platform"
X Link 2026-02-09T15:41Z 52.3K followers, 19.3K engagements
"@TechEquityEng AI Platform. HBM Platform. New Valuation Plaform"
X Link 2026-02-12T04:56Z 52.3K followers, [---] engagements
"@sedonaroxx Why would Q4 be better"
X Link 2026-02-13T04:56Z 52.3K followers, [---] engagements
"@jpgola I am sure they will benefit but I like Micron the most"
X Link 2026-02-13T04:58Z 52.3K followers, [---] 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 52.5K followers, 793K 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 $RKLB as"
X Link 2024-11-10T03:43Z 52.5K followers, 205.2K engagements
"$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 52.5K followers, 12.2M 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 52.5K followers, 92.8K 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 52.5K followers, 73.2K 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 52.5K 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 $100M in Total Contract Value in the SINGLE month of Feb." -@ssankar https://t.co/K1KF4Sk73g"
X Link 2025-03-07T22:37Z 52.5K followers, 50.5K engagements
"$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 52.5K followers, 3.4M engagements
"🚨 JUST IN: $PLTR CITI BANK SIGNED A PARTNERSHIP WITH PALANTIR TO MODERNIZE HOW WE LEVERAGE DATA AND IMPROVE CLIENT EXPERIENCE AND OPERATIONAL AGILITY VIA REAL-TIME INSIGHTS Congrats to @Citi on a great quarter. One of the more exciting implementations for me. Very ambitious vision. https://t.co/z0YAYHJWd3 Congrats to @Citi on a great quarter. One of the more exciting implementations for me. Very ambitious vision. https://t.co/z0YAYHJWd3"
X Link 2025-04-15T20:48Z 52.5K followers, 68.5K engagements
"$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 $PLTR Weekly"
X Link 2025-04-28T19:54Z 52.5K followers, 12K engagements
"$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 52.5K 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 52.5K followers, 70.9K engagements
"🚨 BREAKING: MOODY'S RATING UPGRADES UNITED STATES OUTLOOK TO STABLE FROM NEGATIVE"
X Link 2025-05-18T03:02Z 52.5K followers, 117.9K engagements
"🟦 HOOD Total of 700% GAINS ACHIEVED thanks to our (W) BLUE Candle Alerts OUR SMART SYSTEM JUST WORKS Join 200+ Daily Stock Alerts. Try it for FREE https://www.patreon.com/posts/master-market-133466000 https://www.patreon.com/posts/master-market-133466000"
X Link 2025-07-18T23:27Z 52.5K followers, 4.5M 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 52.5K followers, 1.8M engagements
"Our Smart Candle System is like a Map and a Compass. It just works"
X Link 2025-07-19T04:38Z 52.5K followers, 3.8M engagements
"Smart Candle System"
X Link 2025-07-19T04:40Z 52.5K followers, 5.2M 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 52.5K followers, 2.2M 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 52.5K followers, 1.1M 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 $14M ANNUALLY and its really only deployed to part of our network." -Fannie Mae: "It was a mortgage case fraud case. There's a lot of paper--reams of paper. It took our"
X Link 2025-11-03T06:59Z 52.5K followers, 263K engagements
"$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 52.5K 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 $PLTR valuation makes ZERO sense But then why do institutions keep buying it What do they know that you don't I work in BIG DATA analytics and let me share the"
X Link 2025-11-20T06:32Z 52.5K followers, 366.7K engagements
"$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 $MU Alerts Customers to"
X Link 2026-01-23T06:01Z 52.5K followers, 603.2K engagements
"$TSM has become the de facto semiconductor index. It's now the proxy for the entire semiconductor industry. $2 Trillion Market Cap: Inevitable"
X Link 2026-02-01T06:35Z 52.5K followers, 76.1K engagements
"$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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-02T20:19Z 52.5K followers, 75.9K engagements
"$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 52.5K followers, 71.8K engagements
"Unlimited demand for intelligence unlimited demand for knowledge context & models. Memory. Memory. Memory $MU $SNDK There is unlimited demand for intelligence. There is unlimited demand for intelligence"
X Link 2026-02-07T21:53Z 52.6K followers, 18K engagements
"$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. $2 Trillion Market Cap: Inevitable"
X Link 2026-02-08T03:51Z 52.6K followers, 74.6K engagements
"@Kinn11Stewart I really don't understand why people are making up things like invading Taiwan. China isn't so stupid to crash the entire AI market. TSMC is responsible for manufacturing the AI in physical form. Also it's already called Chinese Taipei. No need to invade its own territory"
X Link 2026-02-08T05:10Z 52.5K followers, [---] engagements
"$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 52.5K followers, 105.6K 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 52.6K followers, 41.6K 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 52.6K followers, 13.1K engagements
"People keep underestimating the sheer scale and sophistication of $TSM and $MU fabs. Nano-level mass production isnt just volume. Its backed by deep protected intellectual property. As Elon Musk put it: "Its 1000% to 10000% harder than making a few prototypes." The extreme difficulty of scaling production of new technology is not well understood. Its 1000% to 10000% harder than making a few prototypes. The machine that makes the machine is vastly harder than the machine itself. The extreme difficulty of scaling production of new technology is not well understood. Its 1000% to 10000% harder"
X Link 2026-02-08T18:23Z 52.6K followers, 25.7K engagements
"$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. $2 Trillion Market Cap: Inevitable"
X Link 2026-02-09T18:44Z 52.5K followers, 10.5K engagements
"$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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-09T19:46Z 52.6K followers, 39.4K engagements
"$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 $SNDK AI thesis is dead simple: mimic the human brain AI Thinking = GPU AI Knowledge = HBM/DRAM/NAND Vast context & memory are"
X Link 2026-02-10T04:14Z 52.5K followers, 27K engagements
"$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 $MU AI is eating everything and TSMC is the"
X Link 2026-02-10T06:00Z 52.5K followers, 22.1K engagements
"$MU $SNDK $TSM $NVDA AI Chip Efficiency Trajectory: Closer together stack aggressively shrink everything. One day the entire AI server will be built on a single wafer substrate. The chip industry is about to go through decades of crazy innovation. Bullish"
X Link 2026-02-10T06:11Z 52.5K followers, 16.1K engagements
"$GLW Flying High Fiber Optics Copper"
X Link 2026-02-10T06:20Z 52.6K followers, 15.7K engagements
"$MU Is Micron in trouble with HBM4 NO. [----] full HBM production It's SOLD the fuck out Micron has shipped HBM4 samples to multiple key customers starting in mid-2025 with volume ramp planned for calendar [----]. The company's entire HBM production capacity for [----] (including HBM4) is sold out driven by strong AI demand. Micron has expanded its HBM customer base significantly from [--] to [--] major key customers by late [----] and is in active discussions/pricing agreements for HBM4 volumes. If you think NVIDIA is the only company buying HBM4 you are not up-to-date on current events. Q2 guidance"
X Link 2026-02-11T03:37Z 52.6K followers, 67.2K engagements
"$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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-11T07:11Z 52.5K followers, 30.9K engagements
"$TSM TSMC is reportedly planning to gradually transfer 80% of its 8-inch wafer production (currently [--] million wafers annually) to its affiliate VIS. Goal: Allow TSMC to focus on advanced nodes (2nm 3nm etc.) and advanced packaging driven by massive AI/HPC demand. $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 $TSM feels safer than an index fund right now. It's now my"
X Link 2026-02-11T07:16Z 52.5K followers, 10.7K engagements
"$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 $MU Here's what Micron said about HBM4 during Q1 [----] earnings call: "Microns HBM4 with industry-leading speed over [--] Gbps is on track to ramp with"
X Link 2026-02-11T15:36Z 52.5K followers, 14.3K engagements
"$HIMS Wow. What a roller-coaster. Year range: $16.35 - $72.98 -4.5x difference 🙃"
X Link 2026-02-11T16:42Z 52.6K followers, 10.1K engagements
"$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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-11T17:38Z 52.5K followers, 37.2K engagements
"$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 $PYPL Technicals 👀 Inverse Cup and Handle Weekly Smart Candle is still RED. Daily Chart (In the comments section):"
X Link 2026-02-11T19:49Z 52.5K followers, [----] engagements
"$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 $MU BLUE-GREEN still going. Building a New Base Ignore the noise. Fundamentals Only. https://t.co/KmMYBHZ6Zy"
X Link 2026-02-11T19:58Z 52.5K followers, 14.4K engagements
"$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 $MU Is Micron in trouble with HBM4 NO. [----] full HBM production It's SOLD the fuck out Micron has shipped HBM4 samples to multiple key customers starting in"
X Link 2026-02-12T00:58Z 52.6K followers, 14.4K engagements
"$MU $415. $500: Inevitable. Don't be a victim of fear. Don't be a victim of fear. It destroys your mental clarity and devastates your portfolio. When fear creeps in grab a pen and paper. Write down every anxious thought then challenge each one: "'Is this actually true" Do your homework seek the facts and reclaim your Don't be a victim of fear. It destroys your mental clarity and devastates your portfolio. When fear creeps in grab a pen and paper. Write down every anxious thought then challenge each one: "'Is this actually true" Do your homework seek the facts and reclaim your"
X Link 2026-02-12T01:01Z 52.6K followers, 34.3K engagements
"$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. $2 Trillion Market Cap: Inevitable"
X Link 2026-02-12T05:23Z 52.6K followers, 10.9K engagements
"$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 52.6K followers, [----] 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 52.5K followers, 10.1K 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 $MU Is Micron in trouble with HBM4 NO. [----] full HBM production It's SOLD the fuck out Micron has shipped HBM4 samples to multiple key customers starting in mid-2025 with volume ramp planned for"
X Link 2026-02-13T03:46Z 52.6K followers, [----] engagements
"$MU Did you get the memo Micron is shipping HBM4 a quarter early"
X Link 2026-02-13T03:53Z 52.6K followers, 20.8K engagements
"All the value is going to the chips not the broader 'technology' Nasdaq. Listen to the market 👇 $MU $SNDK $TSM"
X Link 2026-02-13T04:08Z 52.6K followers, 13.9K engagements
"$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 $PLTR valuation makes ZERO"
X Link 2026-02-13T05:23Z 52.5K followers, 24.1K engagements
"$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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-13T05:59Z 52.6K followers, 18.8K engagements
"$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 [----]. 🤷♂ $MU Is Micron in trouble with HBM4 NO. 2026"
X Link 2026-02-13T06:33Z 52.6K followers, 18.7K engagements
"$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 52.5K followers, [----] engagements
"January [----] CPI Update Disinflation Remains Firmly in Control. Bears are in shambles Headline CPI: 2.4% y/y (exp. 2.5% prev. 2.7%) lowest reading since May [----] Core CPI: 2.5% y/y (lowest since March [----] in line with consensus) Key drivers of the deceleration: Sharp gasoline decline (-7.5% MoM) dragged energy basket -0.1% Used vehicles reversed to -2.0% MoM Shelter inflation eased further to +3.0% y/y Food inflation ticked modestly higher but remains contained at +3.1% Monthly: Headline +0.2% (below +0.3% forecast) Core +0.3% Base effects from last years higher prints are still contributing"
X Link 2026-02-13T14:10Z 52.5K followers, [----] 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 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-14T07:16Z 52.6K followers, 32.6K engagements
"$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 52.5K followers, 38.1K 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 52.6K followers, [----] engagements
"@norveclifinance I expect $MU to be in the top [--] eventually. It is inevitable the memory transformation that's being required by the AI. These are initial inputs from the AI demands. The second and third waves will be scary. The challenge with top [--] is that it has be in the 2.5T to 3T region"
X Link 2026-02-14T15:38Z 52.5K followers, [----] engagements
"The scary trend is that people are dumbing 'tech/software' stocks in favor of chip stocks such as $MU and $TSM. That's going to confuse the market a bit. Some will see as a well warranted rotation some will think this is bearish as nasdaq can negatively be affected but Chips is where you want to be in [----]. https://twitter.com/i/web/status/2022697347000733951 https://twitter.com/i/web/status/2022697347000733951"
X Link 2026-02-14T15:40Z 52.6K followers, [----] 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 52.5K followers, [----] engagements
"@SirajulmunirM Sorry I can't give you financial advise but I can drop this for you"
X Link 2026-02-14T16:06Z 52.6K 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 52.6K 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 52.5K 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 52.5K followers, [---] engagements
"Micron HBM isn't the weakest. It's actually strongest from power efficiency standpoint. I am no oracle but I am bullish for the next 3-5 years. Have you been reading my posts Some NAND/DRAM segments are surpassing HBM margins. These products compete with each other for the same silicon wafers. It's a zero sum game. So will the margins"
X Link 2026-02-14T16:38Z 52.6K 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 52.6K followers, [---] engagements
"Unfortunately my resources are entirely focused on memory. I don't tend to diversify in my portfolio. I just don't have enough to time to research that many companies. I stay laser focused on a few and so my portfolio. Otherwise I am just speculating and gambling. $MU $TSM $GLW https://twitter.com/i/web/status/2022720616248545281 https://twitter.com/i/web/status/2022720616248545281"
X Link 2026-02-14T17:12Z 52.5K 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 52.5K 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 52.5K followers, [--] engagements
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