#  @_HalalTrader_ Halal Investor Halal Investor posts on X about $mu, dram, ai, bullish the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1938476978925146112/interactions)  - [--] Week [-------] -39% - [--] Month [---------] +504% - [--] Months [---------] +1,400% ### Mentions: [--] [#](/creator/twitter::1938476978925146112/posts_active)  - [--] Week [--] -25% - [--] Month [---] +28% - [--] Months [-----] +1,335% ### Followers: [-----] [#](/creator/twitter::1938476978925146112/followers)  - [--] Week [-----] +15% - [--] Month [-----] +75% - [--] Months [-----] +1,020% ### CreatorRank: [-------] [#](/creator/twitter::1938476978925146112/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 100% [stocks](/list/stocks) 83.19% [technology brands](/list/technology-brands) 15.04% [currencies](/list/currencies) 12.39% [exchanges](/list/exchanges) 2.65% [countries](/list/countries) 1.77% [cryptocurrencies](/list/cryptocurrencies) 1.77% [travel destinations](/list/travel-destinations) 1.77% [social networks](/list/social-networks) 1.77% [celebrities](/list/celebrities) 0.88% **Social topic influence** [$mu](/topic/$mu) #23, [dram](/topic/dram) #162, [ai](/topic/ai) 9.73%, [bullish](/topic/bullish) #2294, [in the](/topic/in-the) 6.19%, [fud](/topic/fud) #199, [market](/topic/market) 5.31%, [bearish](/topic/bearish) #857, [breakout](/topic/breakout) 4.42%, [red](/topic/red) 4.42% **Top accounts mentioned or mentioned by** [@icompassoftime](/creator/undefined) [@chesswarri42621](/creator/undefined) [@peterjo4057701](/creator/undefined) [@joedab12](/creator/undefined) [@bryan_edgy](/creator/undefined) [@markosaaig](/creator/undefined) [@doongyidaddy](/creator/undefined) [@douchebag168](/creator/undefined) [@zzahle](/creator/undefined) [@bryanedgy](/creator/undefined) [@dbs0127](/creator/undefined) [@ipsissimosity](/creator/undefined) [@mattlesnake](/creator/undefined) [@fundabottom](/creator/undefined) [@petermax80](/creator/undefined) [@kinkyskimunky1](/creator/undefined) [@f28x5](/creator/undefined) [@chiefbron](/creator/undefined) [@realminus0](/creator/undefined) [@doomdotorg](/creator/undefined) **Top assets mentioned** [Micron Technology, Inc. (MU)](/topic/$mu) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Sandisk Corporation (SNDK)](/topic/$sndk) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Arteris, Inc. (AIP)](/topic/$aip) [AppLovin Corporation (APP)](/topic/applovin) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Iris Energy Limited (IREN)](/topic/$iren) [Strategy (MSTR)](/topic/$mstr) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Amkor Technology Inc (AMKR)](/topic/$amkr) ### Top Social Posts Top posts by engagements in the last [--] hours "Folks looking for the next memory play in $PSTG dont realize they source their NAND memory from Micron. Being a fabless company theyre also getting squeezed on memory prices. End customers will be reluctant to pay $PSTG their cut as a middle man on top of already rising prices for their proprietary storage solution if traditional SSDs do the job. Their valuation is also stretched at 32x PE. $MU is still best positioned for the next leg of memory cycle InshaAllah. Dont go chasing new tickets. Focus and sit tight. $MU and memory has been the big AI theme this year. Storage is next. 👀 on $PSTG" [X Link](https://x.com/_HalalTrader_/status/2010541317630181760) 2026-01-12T02:36Z [----] followers, [----] engagements "Nanya Technology is a DRAM maker in Taiwan trading at 50x fwd PE and $25B market cap with 49% GM. $MU has much better financials and technology leadership and trades at a 8x fwd PE with 69% GM. Makes me that much more confident in my trillion dollar MC expectation for $MU. InshaAllah https://twitter.com/i/web/status/2013307418948837430 https://twitter.com/i/web/status/2013307418948837430" [X Link](https://x.com/_HalalTrader_/status/2013307418948837430) 2026-01-19T17:47Z [----] followers, [----] engagements "$MU is again #1 this week on Investors Business Dailys Top [--] list" [X Link](https://x.com/_HalalTrader_/status/2015907082260885620) 2026-01-26T21:57Z [----] followers, [----] engagements "@DoucheBag168 Exited in 700s when I saw a bearish divergence. This stock has been pretty manipulated lately. There were easier plays out there" [X Link](https://x.com/_HalalTrader_/status/2016542247152693678) 2026-01-28T16:01Z [----] followers, [---] engagements "$MU Shakeout before breakout" [X Link](https://x.com/_HalalTrader_/status/2016910785013076421) 2026-01-29T16:26Z [----] followers, [----] engagements "$MU SanDisk absolutely crushed its earnings. Were still super early in the memory trade watch Micron and SanDisk both go much higher InshaAllah" [X Link](https://x.com/_HalalTrader_/status/2016983401321156982) 2026-01-29T21:14Z [----] followers, 14.7K engagements "$MU should be $500 soon. Its still [--] PE so eventually targeting 800+ on an [--] PE. InshaAllah" [X Link](https://x.com/_HalalTrader_/status/2017253688113598511) 2026-01-30T15:08Z [----] followers, 15K engagements "Tough to own anything even fairly valued in this market as itll chop you up. Seems only things safe are $MU and $SNDK as theyre undervalued and going through a historic re-rate from cyclical to secular" [X Link](https://x.com/_HalalTrader_/status/2017447165929656622) 2026-01-31T03:57Z [----] followers, 19.8K engagements "Funny how Tom Lee lost all his credibility following his BMNR grift" [X Link](https://x.com/_HalalTrader_/status/2017603899528794478) 2026-01-31T14:20Z [----] followers, [----] engagements "$MU Didnt quite squat on the 9EMA and closed right above the 5EMA. Looks very strong. MashaAllah" [X Link](https://x.com/_HalalTrader_/status/2017777059129348107) 2026-02-01T01:48Z [----] followers, [----] engagements "$MU DRAM prices have nowhere to go but up for the next [--] years at least. Why would prices come down while supply is already contracted into [----] Micron still trades at [--] [----] PE and [--] [----] PE. Long way to go 800+ soon inshaAllah. * DRAMEXCHANGE: MICRON PROPOSED A 115125% QOQ INCREASE FOR SERVER DRAM. $MU * DRAMEXCHANGE: MICRON PROPOSED A 115125% QOQ INCREASE FOR SERVER DRAM. $MU" [X Link](https://x.com/_HalalTrader_/status/2018134216366534821) 2026-02-02T01:27Z [----] followers, 33.3K engagements "$MU One red day and my feed is full of bears calling for a big crash. You have to be crazy to be shorting Micron thats undergoing a massive re-rate and growing EPS 76%+ QoQ with 70%+ margins and a [--] PE. Theyre now hiking DRAM prices by 125% QoQ. Even the chart is riding the 5EMA. I dont see anything bearish here. https://twitter.com/i/web/status/2018168728400150570 https://twitter.com/i/web/status/2018168728400150570" [X Link](https://x.com/_HalalTrader_/status/2018168728400150570) 2026-02-02T03:44Z [----] followers, 29.1K engagements "$MU Its important who you follow here. Some large accounts have been bearish on memory since last year an they dont know anything about the space. They look at the historical chart and shout cYcLicAL while ignoring a customer shift to AI data centers [--] year revenue visibility and 70% margins. Mute those suckers and make your money InshaAllah. https://twitter.com/i/web/status/2018308297607008376 https://twitter.com/i/web/status/2018308297607008376" [X Link](https://x.com/_HalalTrader_/status/2018308297607008376) 2026-02-02T12:59Z [----] followers, [----] engagements "$MU Glad it shook out gamblers and trapped the shorts. Now [---] soon inshaAllah. $MU One red day and my feed is full of bears calling for a big crash. You have to be crazy to be shorting Micron thats undergoing a massive re-rate and growing EPS 76%+ QoQ with 70%+ margins and a [--] PE. Theyre now hiking DRAM prices by 125% QoQ. Even the chart is riding https://t.co/jeT60MzNRk $MU One red day and my feed is full of bears calling for a big crash. You have to be crazy to be shorting Micron thats undergoing a massive re-rate and growing EPS 76%+ QoQ with 70%+ margins and a [--] PE. Theyre now hiking" [X Link](https://x.com/_HalalTrader_/status/2018359095703506992) 2026-02-02T16:21Z [----] followers, [----] engagements "$MU is negotiating a 125% QoQ increase in DRAM prices Read that back Analyst price targets and forward EPS on $MU are all too low. Good setup for a massive gap up after March ER inshaAllah" [X Link](https://x.com/_HalalTrader_/status/2018429757105262907) 2026-02-02T21:02Z [----] followers, 46K engagements "$MU is selling off along with the market - the fundamentals havent changed. Should rebound just as fast with the market InshaAllah. Support is at the retest of last breakout at 347" [X Link](https://x.com/_HalalTrader_/status/2019126343989121375) 2026-02-04T19:10Z [----] followers, 11.7K engagements "$MU back above 20EMA. I would still love to see it form a hammer above [---]. That would be very strong. @DudeTakedown Nice these are the times to add imo. Best scenario today is a close above [---] which is the 20EMA. https://t.co/8d0JGadWwI @DudeTakedown Nice these are the times to add imo. Best scenario today is a close above [---] which is the 20EMA. https://t.co/8d0JGadWwI" [X Link](https://x.com/_HalalTrader_/status/2019139500753220018) 2026-02-04T20:02Z [----] followers, 16.7K engagements "Likewise for optics" [X Link](https://x.com/_HalalTrader_/status/2019161014273712553) 2026-02-04T21:27Z [----] followers, [----] engagements "@ZZahle @LovinAppLovin I think $APP is pretty de-risked at this price. Trading at 23x [----] PE. There are sell side reports of weak E-com numbers so theyll need to quell those concerns in the ER" [X Link](https://x.com/_HalalTrader_/status/2019206313184559488) 2026-02-05T00:27Z [----] followers, [---] engagements "@joedab12 Im no longer in any optics but was in $LITE and $AXTI recently to catch the bounces. $AAOI was too volatile for my taste but I agree that Amazon ER might benefit it" [X Link](https://x.com/_HalalTrader_/status/2019219200452202934) 2026-02-05T01:19Z [----] followers, [---] engagements "$MU Seems like weve bottomed here. I wouldnt be surprised if we close green InshaAllah" [X Link](https://x.com/_HalalTrader_/status/2019432241747882319) 2026-02-05T15:25Z [----] followers, 19K engagements "$MU Positive now Alhamdulillah. $MU Seems like weve bottomed here. I wouldnt be surprised if we close green InshaAllah. https://t.co/bIlJSLKk1b $MU Seems like weve bottomed here. I wouldnt be surprised if we close green InshaAllah. https://t.co/bIlJSLKk1b" [X Link](https://x.com/_HalalTrader_/status/2019447496804540602) 2026-02-05T16:26Z [----] followers, [----] engagements "$QQQ is at support I think we should bounce from here inshaAllah" [X Link](https://x.com/_HalalTrader_/status/2019468449844531534) 2026-02-05T17:49Z [----] followers, [----] engagements "Seems like $SOX $MU $NVDA and most other semis are at support. I'm biased towards this being the bottom inshaAllah. I've posted a few of these charts in separate tweets" [X Link](https://x.com/_HalalTrader_/status/2019474343957340266) 2026-02-05T18:12Z [----] followers, 10.6K engagements "$LRCX Retested the previous breakout and now at support. I think we should bounce from here inshaAllah" [X Link](https://x.com/_HalalTrader_/status/2019475865466200183) 2026-02-05T18:19Z [----] followers, [---] engagements "$MU On the [--] minute chart there is high volume buying and low volume consolidation. That's exactly what you want to see. Once the market reverses Micron should be one of the leaders again inshaAllah" [X Link](https://x.com/_HalalTrader_/status/2019478687276552229) 2026-02-05T18:30Z [----] followers, [----] engagements "Everything goes down once the market shedding leverage. It's healthy and I like it. We'll now see a K curve where quality stocks get bought up while bloated ones continue their decline. LEVERAGED ETFS DRIVE FORCED SELLING WAVE IN US EQUITIES Leveraged ETFs were forced to sell $18 billion of U.S. equities in a single day to rebalance exposures marking one of the top [--] largest forced-selling events on record. LEVERAGED ETFS DRIVE FORCED SELLING WAVE IN US EQUITIES Leveraged ETFs were forced to sell $18 billion of U.S. equities in a single day to rebalance exposures marking one of the top 10" [X Link](https://x.com/_HalalTrader_/status/2019512421619233136) 2026-02-05T20:44Z [----] followers, [----] engagements "$MU Closed green as expected and right above the 20EMA. Alhamdulillah. $MU Seems like weve bottomed here. I wouldnt be surprised if we close green InshaAllah. https://t.co/bIlJSLKk1b $MU Seems like weve bottomed here. I wouldnt be surprised if we close green InshaAllah. https://t.co/bIlJSLKk1b" [X Link](https://x.com/_HalalTrader_/status/2019517348944781520) 2026-02-05T21:03Z [----] followers, [----] engagements "Crazy CapEx number from $AMZN Seems $MU s DRAM will be in short supply for quite some time. Another eye watering capex number *AMAZON SEES [----] CAPEX ABOUT $200B EST. $146.11B Another eye watering capex number *AMAZON SEES [----] CAPEX ABOUT $200B EST. $146.11B" [X Link](https://x.com/_HalalTrader_/status/2019520203319611611) 2026-02-05T21:15Z [----] followers, [----] engagements "Dont let pre-market or post-market moves bother you. Theyre easy to manipulate as the volume isnt there. Ignore" [X Link](https://x.com/_HalalTrader_/status/2019528420397576606) 2026-02-05T21:47Z [----] followers, [----] engagements "@Bryan_Edgy Agree and its founder and biggest shareholder has been divesting all this time. Meanwhile Larry is reengaged at $GOOGL" [X Link](https://x.com/_HalalTrader_/status/2019529686490271816) 2026-02-05T21:52Z [----] followers, [---] engagements "@joedab12 Definitely possible but that would mean some major supports are broken" [X Link](https://x.com/_HalalTrader_/status/2019530364751081879) 2026-02-05T21:55Z [----] followers, [--] engagements "Sorry $IREN bulls but hopium doesnt work long term. $IREN bulls were quick to jump in the replies and spread hopium. but you need to change your views as more data comes out. Better to get back into it once the fundamentals and chart look better instead of twisting reality. https://t.co/CGpIKHi8Ri $IREN bulls were quick to jump in the replies and spread hopium. but you need to change your views as more data comes out. Better to get back into it once the fundamentals and chart look better instead of twisting reality. https://t.co/CGpIKHi8Ri" [X Link](https://x.com/_HalalTrader_/status/2019560503891329076) 2026-02-05T23:55Z [----] followers, [----] engagements "$MU And just like that folks got shaken out and up we go Alhamdulillah Love to see this every week $MU Couple red days and folks are losing their minds Relax the bull thesis from [--] days ago hasnt changed Still the same PT [---] then [---] InshaAllah. Get a grip people Memory is still the best industry to be in right now Alhamdulillah. https://t.co/gbiI0Qc1LE $MU Couple red days and folks are losing their minds Relax the bull thesis from [--] days ago hasnt changed Still the same PT [---] then [---] InshaAllah. Get a grip people Memory is still the best industry to be in right now Alhamdulillah." [X Link](https://x.com/_HalalTrader_/status/2019728573029085475) 2026-02-06T11:03Z [----] followers, 15.7K engagements "And that was the bottom for $MU $NVDA $SOX Alhamdulillah Seems like $SOX $MU $NVDA and most other semis are at support. I'm biased towards this being the bottom inshaAllah. I've posted a few of these charts in separate tweets. Seems like $SOX $MU $NVDA and most other semis are at support. I'm biased towards this being the bottom inshaAllah. I've posted a few of these charts in separate tweets" [X Link](https://x.com/_HalalTrader_/status/2019730400554504378) 2026-02-06T11:10Z [----] followers, [----] engagements "$MU Seems that was the bottom InshaAllah Alhamdulillah $MU Seems like weve bottomed here. I wouldnt be surprised if we close green InshaAllah. https://t.co/bIlJSLKk1b $MU Seems like weve bottomed here. I wouldnt be surprised if we close green InshaAllah. https://t.co/bIlJSLKk1b" [X Link](https://x.com/_HalalTrader_/status/2019730907129893125) 2026-02-06T11:12Z [----] followers, [----] engagements "$MU do you think he learned No matter my conviction if its not the will of Allah its not going to happen. Allahu Akbar" [X Link](https://x.com/_HalalTrader_/status/2019739172496420887) 2026-02-06T11:45Z [----] followers, [----] engagements "$MU Im here to present a level-headed take when folks are panicking. Thats the benefit of following me. There were plenty of bulls and FURUs talking yesterday about a giant crash - stay away from such people they just amplify the hype in both directions. Thats how you lose. Alhamdulillah $MU Couple red days and folks are losing their minds Relax the bull thesis from [--] days ago hasnt changed Still the same PT [---] then [---] InshaAllah. Get a grip people Memory is still the best industry to be in right now Alhamdulillah. https://t.co/gbiI0Qc1LE $MU Couple red days and folks are losing their minds" [X Link](https://x.com/_HalalTrader_/status/2019742658608898049) 2026-02-06T11:59Z [----] followers, [----] engagements "$MU Looks like a report dropped to the institutions and well just get to see it later. No idea" [X Link](https://x.com/_HalalTrader_/status/2019773475271950537) 2026-02-06T14:01Z [----] followers, 11.6K engagements "$MU People panicking on rumors of Microns HBM share going to zero in Rubin. You can pick sides here. @astocks92 "We reduce Microns $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia ordering Micron HBM. We expect Nvidias HBM4 supply to consolidate SK Hynix and Samsung at a 70/30 split" @astocks92 "We reduce Microns $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia ordering Micron HBM. We expect Nvidias HBM4 supply to consolidate SK Hynix and Samsung at a 70/30 split"" [X Link](https://x.com/_HalalTrader_/status/2019775360477360351) 2026-02-06T14:09Z [----] followers, 10.2K engagements "$MU SemiAnalysis report just dropped. SemiAnalysis: We reduce Microns $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia ordering Micron HBM. We expect Nvidias HBM4 supply to consolidate SK Hynix and Samsung at a 70/30 split. SemiAnalysis: We reduce Microns $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia ordering Micron HBM. We expect Nvidias HBM4 supply to consolidate SK Hynix and Samsung at a 70/30 split" [X Link](https://x.com/_HalalTrader_/status/2019775919569645667) 2026-02-06T14:11Z [----] followers, 13.5K engagements "Solid bull thesis on $MU. We wouldnt characterize this as Micron having zero Rubin HBM4 share nor do we think its particularly negative for Micron. Based on our supply chain checks they still appear to retain some allocation. More broadly Micron likely benefits under almost any scenario thats We wouldnt characterize this as Micron having zero Rubin HBM4 share nor do we think its particularly negative for Micron. Based on our supply chain checks they still appear to retain some allocation. More broadly Micron likely benefits under almost any scenario thats" [X Link](https://x.com/_HalalTrader_/status/2019790661264834845) 2026-02-06T15:09Z [----] followers, [----] engagements "$NVDA $MU Did you listen MashaAllah. Seems like $SOX $MU $NVDA and most other semis are at support. I'm biased towards this being the bottom inshaAllah. I've posted a few of these charts in separate tweets. Seems like $SOX $MU $NVDA and most other semis are at support. I'm biased towards this being the bottom inshaAllah. I've posted a few of these charts in separate tweets" [X Link](https://x.com/_HalalTrader_/status/2019864407019237758) 2026-02-06T20:02Z [----] followers, [----] engagements "This guys sounds verbally handicapped but he makes good points on $MU if you squint hard enough. SO let me get this right a clown analyst says sk hinex secured nvda contract for vera rubin YET NVDA stopped production of graphic cards. the dumb ass says this is negative for MU WHY would nvda stop production unless they cant get memory. OH SO let me get this right a clown analyst says sk hinex secured nvda contract for vera rubin YET NVDA stopped production of graphic cards. the dumb ass says this is negative for MU WHY would nvda stop production unless they cant get memory. OH" [X Link](https://x.com/_HalalTrader_/status/2019893829671772265) 2026-02-06T21:59Z [----] followers, 12.7K engagements "$MU @SemiAnalysis_ had a new piece on memory and it can be summarized in [--] points - [--]. DRAM shortage will last into [----] and beyond [--]. DRAM prices wont peak till [----] or even beyond [--]. Easing memory shortage is incredibly difficult as new fabs take multiple years to build and there are other complexities as well. Most of us already knew these points but it always carries weight when confirmed by industry publications. All this is super bullish for Micron. https://newsletter.semianalysis.com/p/memory-mania-how-a-once-in-four-decades" [X Link](https://x.com/_HalalTrader_/status/2019967598155227257) 2026-02-07T02:52Z [----] followers, 11.1K engagements "Dont get distracted by different plays every week. Pick the right stock in the right sector and sit on it for as long as the risk/reward is favorable. Memory has been my sector of choice since October and $MU still has the best r/r" [X Link](https://x.com/_HalalTrader_/status/2020199123341963425) 2026-02-07T18:12Z [----] followers, [----] engagements "@dbs0127 Thanks David" [X Link](https://x.com/_HalalTrader_/status/2020280529548161088) 2026-02-07T23:36Z [----] followers, [----] engagements "@ipsissimosity If anything $MU is choosing not to make HBM as they get 2-3x revenue on DRAM. Plus $MU is safer being a US stock" [X Link](https://x.com/_HalalTrader_/status/2020281363685834809) 2026-02-07T23:39Z [----] followers, [----] engagements "Ill soon share my thoughts on why $MU is a better investment than the two Korean memory players" [X Link](https://x.com/_HalalTrader_/status/2020281614941749630) 2026-02-07T23:40Z [----] followers, 12.8K engagements "There are foolish takes then theres this. This guy subscribes to bag-holder premium on $MSTR Im getting a crazy feeling the United States government will take a stake in MSTR. Not saying itll happen this week or month. Maybe not this year. I just cant imagine the government not getting a piece of possibly soon to be the most important company in the history of Im getting a crazy feeling the United States government will take a stake in MSTR. Not saying itll happen this week or month. Maybe not this year. I just cant imagine the government not getting a piece of possibly soon to be the most" [X Link](https://x.com/_HalalTrader_/status/2020309370081607692) 2026-02-08T01:31Z [----] followers, [----] engagements "@mattlesnake DDR5 brings in 3x revenue than HBM" [X Link](https://x.com/_HalalTrader_/status/2020330316154781746) 2026-02-08T02:54Z [----] followers, [----] engagements "$MU MU expected to gain market share at Google and OpenAI Why would Micron compete in supplying Nvidia who is known to squeeze its suppliers margins when it can supply Google and OpenAI with market-rate DRAM/HBM Next two years are about maximizing profits and Micron is making the right moves. $MU : UBS reiterates raises $ (from $400) Analyst sees memory supply shortage into [----] AI-driven demand surge and MU trading at just 5x [----] EPS vs. HDDs at 2x. https://t.co/tqNqNqyyHF $MU : UBS reiterates raises $ (from $400) Analyst sees memory supply shortage into [----] AI-driven demand surge and MU" [X Link](https://x.com/_HalalTrader_/status/2020707174553415790) 2026-02-09T03:51Z [----] followers, 19.6K engagements "After todays Coinbase commercial I believe all crypto goes to [--]. Even the bulls will flip after watching it" [X Link](https://x.com/_HalalTrader_/status/2020710490041905303) 2026-02-09T04:04Z [----] followers, [----] engagements "$MU The GS report circling around is pure BS. Theyre calculating a [--] PE on [--] EPS - thats less than what $MU will make in one [----] quarter and the revenue/margins wont even peak in [----]. Ignore this FUD as theyre trying to shake you out before Microns conference this week and earnings next month. Micron still trades at [--] PE. https://twitter.com/i/web/status/2020824041100030047 https://twitter.com/i/web/status/2020824041100030047" [X Link](https://x.com/_HalalTrader_/status/2020824041100030047) 2026-02-09T11:36Z [----] followers, 21.1K engagements "No wonder the UAE is paranoid about a rise in political Islam. These guys are involved in all major sins and crimes and are afraid Muslims would kick them out from leadership. HIND ALOWAIS: THE UAE DIPLOMAT WHO SOURCED GIRLS FOR JEFFREY EPSTEIN Meet @HindAl0wais an Emirati diplomat and womens rights advocate who sourced girls for Jeffrey Epstein and named in [---] emails. Were these girls minors Were these girls Emirati Arab Muslim https://t.co/i8CBBYrPHP HIND ALOWAIS: THE UAE DIPLOMAT WHO SOURCED GIRLS FOR JEFFREY EPSTEIN Meet @HindAl0wais an Emirati diplomat and womens rights advocate who" [X Link](https://x.com/_HalalTrader_/status/2021212608410308695) 2026-02-10T13:20Z [----] followers, [----] engagements "$AIP Breakout. MashaAllah $AIP Retest of breakout with a hidden bullish divergence on the daily. Consolidating nicely after a 64% run. https://t.co/d32Id4yxvi $AIP Retest of breakout with a hidden bullish divergence on the daily. Consolidating nicely after a 64% run. https://t.co/d32Id4yxvi" [X Link](https://x.com/_HalalTrader_/status/2008195508507205946) 2026-01-05T15:14Z [----] followers, [---] engagements "Great call by Gavin but he backed the wrong company for size in $PSTG over $MU. Pure Storage doesnt own any Fabs and is at the mercy of others for wafer allocation. Its also trading at a fwd PE of 32x which is a little overvalued relative to peers. Nobody hits all home runs and @GavinSBaker is one of the GOATs and doing pretty good for himself regardless of this single pick. Gavin Baker ( who publicly announced in Jan'25 that his best business bet for [----] was High Bandwidth Memory stocks like Micron SK Hynix etc. ) According to his latest 13F filing Pure Storage $PSTG is his #1 holding and" [X Link](https://x.com/_HalalTrader_/status/2010421278763778146) 2026-01-11T18:39Z [----] followers, [----] engagements "$MU made a new ATH and now holding the gap in the Toronto Stock Exchange" [X Link](https://x.com/_HalalTrader_/status/2013272139491635407) 2026-01-19T15:27Z [----] followers, [----] engagements "$MU fundamentals are improving every quarter. The score for Micron Technology Inc has been on a positive trend from [--] to [--] over the past [--] weeks. The recent change in the Average Score was primarily due to an improvement in the Fundamental component score. $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" [X Link](https://x.com/_HalalTrader_/status/2015911161036996740) 2026-01-26T22:14Z [----] followers, [----] engagements "You have [--] goals as an investor - [--]. Be earlier than the crowd [--]. Know the company well enough to not get shaken out due to macro pressures or FUD. This applies to $MU today. Micron is probably still the best r/r" [X Link](https://x.com/_HalalTrader_/status/2018164061783892019) 2026-02-02T03:26Z [----] followers, 105.4K engagements "$SNDK $MU Guys like him know nothing about the semi or memory space talk out of their behinds and cost their followers massive missed gains. Notice theres absolutely no mention of fundamentals or anything else of substance in his tweet. eXtReMe eXtReMe Absolute circus. My thoughts: - 400% extended from the 200-DMA at the highs after hours. Extreme EXTREME. - Price starting to go vertical and breaching upper trend-line. - A lot of the narrative/fundamentals had been priced in. this stock started its run in February [----] and staged a My thoughts: - 400% extended from the 200-DMA at the highs" [X Link](https://x.com/_HalalTrader_/status/2018555522119872634) 2026-02-03T05:21Z [----] followers, 21.1K engagements "$MU is selling off today on concerns of Chinese YMTC flooding the market with DRAM. You have to understand that latest DRAM DDR5 and DDR6 used in AI data-centers are incredibly hard to manufacture and so is HBM3E and HBM4. These aren't technologies that can be copied - it takes $20B years of expertise patents and operational excellence to manufacture these. Don't get shaken out by this FUD. $MU is still trading at [--] [----] PE. It's going much higher inshaAllah. You have [--] goals as an investor - [--]. Be earlier than the crowd [--]. Know the company well enough to not get shaken out due to macro" [X Link](https://x.com/_HalalTrader_/status/2018745118245929394) 2026-02-03T17:55Z [----] followers, 104.9K engagements "Just yesterday we got news that $MU is raising DRAM prices by 125% QoQ. Do you really think the industry believes YMTC has the capacity to supply DRAM DDR5 It's all FUD. Folks that don't understand the space will be shaken out and we'll resume the next leg higher inshaAllah" [X Link](https://x.com/_HalalTrader_/status/2018748167722782977) 2026-02-03T18:07Z [----] followers, 118.1K engagements "$MU The market is punishing tourists chasers and gamblers. If you know the fundamentals of your investments you have nothing to worry about Micron will shake people out and go much higher InshaAllah. It has the best fundamentals and market tailwinds behind it. PT [---] InshaAllah. https://twitter.com/i/web/status/2019065423392629125 https://twitter.com/i/web/status/2019065423392629125" [X Link](https://x.com/_HalalTrader_/status/2019065423392629125) 2026-02-04T15:08Z [----] followers, 27.2K engagements "$GOOG spending $185B on CapEx is super bullish for memory stocks. It also tells us were in the early innings of AI. As demand continues to outpace supply $MU margins and revenue will accelerate even more InshaAllah" [X Link](https://x.com/_HalalTrader_/status/2019160735683686474) 2026-02-04T21:26Z [----] followers, 34.1K engagements "$MU I expect Micron and rest of memory to run another leg up on the back of $GOOG s massive capex. $GOOG spending $185B on CapEx is super bullish for memory stocks. It also tells us were in the early innings of AI. As demand continues to outpace supply $MU margins and revenue will accelerate even more InshaAllah. $GOOG spending $185B on CapEx is super bullish for memory stocks. It also tells us were in the early innings of AI. As demand continues to outpace supply $MU margins and revenue will accelerate even more InshaAllah" [X Link](https://x.com/_HalalTrader_/status/2019171584741896566) 2026-02-04T22:09Z [----] followers, 26K engagements "$AMKR at support - I think we should bounce from here inshaAllah" [X Link](https://x.com/_HalalTrader_/status/2019475082612023699) 2026-02-05T18:15Z [----] followers, [----] engagements "$MU Memory cycle is just starting out. Buckle up. MEMORY PRICES SOAR UP TO 90% IN Q1 2026: COUNTERPOINT Memory prices have surged 80%-90% quarter-over-quarter in Q1 [----] driven by steep gains in server DRAM and rising NAND and HBM3e costs according to Counterpoint Research. Server-grade 64GB RDIMM prices jumped from $450 in https://t.co/I4mtDNZgjJ MEMORY PRICES SOAR UP TO 90% IN Q1 2026: COUNTERPOINT Memory prices have surged 80%-90% quarter-over-quarter in Q1 [----] driven by steep gains in server DRAM and rising NAND and HBM3e costs according to Counterpoint Research. Server-grade 64GB RDIMM" [X Link](https://x.com/_HalalTrader_/status/2019496685890621941) 2026-02-05T19:41Z [----] followers, 12.8K engagements "So $AMZN is trading at 30x fwd PE and growing EPS at 5% Looks bloated to me" [X Link](https://x.com/_HalalTrader_/status/2019536083026079869) 2026-02-05T22:18Z [----] followers, 10.4K engagements "$MU Couple red days and folks are losing their minds Relax the bull thesis from [--] days ago hasnt changed Still the same PT [---] then [---] InshaAllah. Get a grip people Memory is still the best industry to be in right now Alhamdulillah" [X Link](https://x.com/_HalalTrader_/status/2019537317606629685) 2026-02-05T22:23Z [----] followers, 26.4K engagements "$MU If true this is actually bullish for Micron As @FundaBottom put it - 1GB of HBM sells for $18 while switching to DDR5 can fetch a price of $60. Why would Micron chase after HBM when the DRAM shortage will last into [----] and they can make 3x more on DDR5 SemiAnalysis: We reduce Microns $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia ordering Micron HBM. We expect Nvidias HBM4 supply to consolidate SK Hynix and Samsung at a 70/30 split. SemiAnalysis: We reduce Microns $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia" [X Link](https://x.com/_HalalTrader_/status/2019780401175146700) 2026-02-06T14:29Z [----] followers, 63.2K engagements "$MU Based on this I expect massive revenue margin and guidance numbers for Micron in March InshaAllah. Theyre being shrewd and fully capitalizing on this memory shortage. $MU If true this is actually bullish for Micron As @FundaBottom put it - 1GB of HBM sells for $18 while switching to DDR5 can fetch a price of $60. Why would Micron chase after HBM when the DRAM shortage will last into [----] and they can make 3x more on DDR5 $MU If true this is actually bullish for Micron As @FundaBottom put it - 1GB of HBM sells for $18 while switching to DDR5 can fetch a price of $60. Why would Micron chase" [X Link](https://x.com/_HalalTrader_/status/2019782433202122996) 2026-02-06T14:37Z [----] followers, [----] engagements "$MU Were in the largest AI boom and memory is expected to be in a shortage beyond [----] - And youre bearish" [X Link](https://x.com/_HalalTrader_/status/2020841569147035724) 2026-02-09T12:45Z [----] followers, [----] engagements "$MU Remember this guy is not an analyst. He started out translating Korean news and had been spreading FUD on Micron last year. If he actually read the SemiAnalysis article hed know that its actually bullish for Micron" [X Link](https://x.com/_HalalTrader_/status/2020879695454093461) 2026-02-09T15:17Z [----] followers, 23K engagements "Margin expansion is a common trend in this semi-cap bull run. These margins are paid by the hyperscalers in most cases. But hyperscalers are also printing good growth and that money comes mostly from software companies and their own software arms. But most software companies are yet to show any material impact from AI services. Thats why they faced the brunt of selling over the last two quarters" [X Link](https://x.com/_HalalTrader_/status/2020969487231549645) 2026-02-09T21:14Z [----] followers, [----] engagements "$MU lost the 20EMA today so we might see some more consolidation up to the support around [---]. Fundamentals havent changed and its still trading at [--] PE. I would treat it as a buying opportunity as its eventually going much higher InshaAllah. PT 800" [X Link](https://x.com/_HalalTrader_/status/2021029139487084700) 2026-02-10T01:11Z [----] followers, 11.4K engagements "$MU This consolidation is normal and healthy before the next leg. Weve had an excellent run since December Alhamdulillah and I expect it to be at [---] by earnings InshaAllah. Still the same fundamentals and PT of 800" [X Link](https://x.com/_HalalTrader_/status/2021185893126545724) 2026-02-10T11:34Z [----] followers, [----] engagements "$MU This is the time to buy. Nothing has changed and itll be back to ATH soon inshaAllah. $MU Same story every week. Folks dont buy it when its down and then chase it when it runs. $MU Same story every week. Folks dont buy it when its down and then chase it when it runs" [X Link](https://x.com/_HalalTrader_/status/2021259297837965573) 2026-02-10T16:25Z [----] followers, 18.2K engagements "Let it burn. Then it deserves to collapse. https://t.co/oauKOdA6G7 Then it deserves to collapse. https://t.co/oauKOdA6G7" [X Link](https://x.com/_HalalTrader_/status/2021324735984890369) 2026-02-10T20:45Z [----] followers, [---] engagements "$MU Microns investor event is at 8:50am EST tomorrow. There should be a live webcast link posted on their IR site. https://investors.micron.com/news-releases/news-release-details/micron-announces-participation-investor-event-2 https://investors.micron.com/news-releases/news-release-details/micron-announces-participation-investor-event-2" [X Link](https://x.com/_HalalTrader_/status/2021369742653640764) 2026-02-10T23:44Z [----] followers, 11.2K engagements "@Bryan_Edgy Yes the sell side raising their PTs as we approach the ER. I think this earnings report will be an inflection point and we will see PTs north of [---] InshaAllah" [X Link](https://x.com/_HalalTrader_/status/2021450853547376742) 2026-02-11T05:06Z [----] followers, [--] engagements "$MU Comments from Micron CFO "Since out last earnings call our financial outlook has strengthened further. Supply/Demand will be tight beyond 2026."" [X Link](https://x.com/_HalalTrader_/status/2021583007916671428) 2026-02-11T13:52Z [----] followers, [----] engagements "$MU Micron CFO reiterated "We simply do not have enough supply to meet demand by a wide margin."" [X Link](https://x.com/_HalalTrader_/status/2021584830165618958) 2026-02-11T13:59Z [----] followers, [----] engagements "@MarkosAAIG @OSPigment @jukan05 Are you still grifting your HBM analysis since November Cope harder as all your $MU posts have been trash. Grifters repackaging a simple $MU investment thesis into something incredibly complicated to lure people into their discord for their analysis. 🤮 https://t.co/vUgkxO0ADJ Grifters repackaging a simple $MU investment thesis into something incredibly complicated to lure people into their discord for their analysis. 🤮 https://t.co/vUgkxO0ADJ" [X Link](https://x.com/_HalalTrader_/status/2021773110957969546) 2026-02-12T02:27Z [----] followers, [---] engagements "$AIP Retest of breakout with a hidden bullish divergence on the daily. Consolidating nicely after a 64% run" [X Link](https://x.com/_HalalTrader_/status/2007972957164019987) 2026-01-05T00:30Z [----] followers, [----] engagements "$MU just tapped the 9EMA and shot up. This usually signals a start of another massive move up. Buckle up" [X Link](https://x.com/_HalalTrader_/status/2018373998732607943) 2026-02-02T17:20Z [----] followers, 12.5K engagements "$BMNR holders hunting for Tom Lee seeing ETH under 2k" [X Link](https://x.com/_HalalTrader_/status/2019634930003964277) 2026-02-06T04:51Z [----] followers, [----] engagements "Whenever you feel stupid remember the less intellectually privileged like Ackman and thank God. https://x.com/billackman/status/2020224663436268013 https://x.com/billackman/status/2020224663436268013" [X Link](https://x.com/_HalalTrader_/status/2020324404639723804) 2026-02-08T02:30Z [----] followers, [----] engagements "$MU Micron CFO on sustainability of this cycle - "What gives us confidence is the supply and the demand vectors. On the demand side as the AI tech advances and token generation increases that is demanding an efficient way to do that is through more memory and storage. That is from the DC to the edge and the edge will become increasingly important here as we get to robotics and autonomous activity. On the supply side we're doing everything we can to add supply to serve customers needs but there is no easy or fast way to get that done. We are toiling to get incremental capacity through node" [X Link](https://x.com/_HalalTrader_/status/2021592709094420630) 2026-02-11T14:30Z [----] followers, [----] engagements "$MU All these chips need memory and this bottleneck will last into [----] inshaAllah. Micron is positioned to gain the most here. AI packaging bottleneck. $TSM BoD approved $45B capex in Q1. For context that was $17B in 1Q25. And approved $4.7B for advanced packaging & specialty devices vs $1.8B 1Q25 and $1.2B 4Q25. That's consistent with earnings comments that advanced packaging & specialty devices https://t.co/Etcf6LMtBs AI packaging bottleneck. $TSM BoD approved $45B capex in Q1. For context that was $17B in 1Q25. And approved $4.7B for advanced packaging & specialty devices vs $1.8B 1Q25" [X Link](https://x.com/_HalalTrader_/status/2021726995546038649) 2026-02-11T23:24Z [----] followers, [----] engagements "$SPY and $GLD both down - one of them is lying" [X Link](https://x.com/_HalalTrader_/status/2019390190960152647) 2026-02-05T12:38Z [----] followers, [----] engagements "Once $MU dispels the FUD and runs up this guy will change his tune and turn bullish again. Happened multiple times. Best to ignore such noise" [X Link](https://x.com/_HalalTrader_/status/2020880540086280192) 2026-02-09T15:20Z [----] followers, 29.6K engagements "$MU TD Cowen raises Micron PT to street high $600" [X Link](https://x.com/_HalalTrader_/status/2021974033571705232) 2026-02-12T15:45Z [----] followers, 33.1K engagements "$MU has doubled since this post but its fwd PE shrunk to [--]. It should shrink even further after the March ER InshaAllah. Thats incredible operating leverage. Once you factor in a re-rate to [--] PE this stock will be more than a trillion in market cap soon inshaAllah. I think $MU will be the next trillion dollar company. Sitting at a fwd PE of [--] with seemingly unlimited demand from Nvidia AMD and Google. Memory is the current super cycle. I think $MU will be the next trillion dollar company. Sitting at a fwd PE of [--] with seemingly unlimited demand from Nvidia AMD and Google. Memory is the" [X Link](https://x.com/_HalalTrader_/status/2022289930903228588) 2026-02-13T12:41Z [----] followers, [----] engagements "$MU Micron CFO dispelling rumors - "Let me address some recent inaccurate reporting. We are in high volume production of HBM4. We have commenced customer shipments of HBM4. This is a quarter earlier than previously guided. Our HBM4 yield is on track. It delivers speeds of over [--] GB/s and we are very confident on the product's reliability." https://twitter.com/i/web/status/2021583692871667925 https://twitter.com/i/web/status/2021583692871667925" [X Link](https://x.com/_HalalTrader_/status/2021583692871667925) 2026-02-11T13:54Z [----] followers, 69.3K engagements "$MU Micron CFO on guidance and margins - "We guided 68% last quarter and we indicated today that our financial outlook has improved since the guidance. We do believe margins will expand in the second quarter and third quarter. We expect the market to remain tight beyond [----]. That really supports the pricing environment. We're ramping out gamma node so our cost performance has been good. Our spend control has been very good. On product mix it has also been a positive story." https://twitter.com/i/web/status/2021589305651605638 https://twitter.com/i/web/status/2021589305651605638" [X Link](https://x.com/_HalalTrader_/status/2021589305651605638) 2026-02-11T14:17Z [----] followers, 24.1K engagements "$MU Exactly as I expected - this guy was spreading FUD when Micron was down and is now changing his tune once it shot back up. Dont trust him - he just translates Korean media and most of his opinions are baseless. Once $MU dispels the FUD and runs up this guy will change his tune and turn bullish again. Happened multiple times. Best to ignore such noise. Once $MU dispels the FUD and runs up this guy will change his tune and turn bullish again. Happened multiple times. Best to ignore such noise" [X Link](https://x.com/_HalalTrader_/status/2021723907229700500) 2026-02-11T23:11Z [----] followers, 26.5K engagements "$MU and $SNDK ripping after Kioxia guides a massive 72% increase in revenue and 313% higher net income for next quarter. Incredible numbers The memory trade is just getting started" [X Link](https://x.com/_HalalTrader_/status/2021904048388288826) 2026-02-12T11:07Z [----] followers, 49.4K engagements "$MU SMIC CEO - "Even after investing in both the front-end and back-end to produce HBM this shortage should persist for several years." DRAM and HBM manufacturers like Micron will be capacity constrained for years to come. This also means their margins should go up further. He argues that NAND capacity can come online much more easily. For DRAM memory for PCs and consumer electronics can be ramped easily but HBM is very difficult to ramp in new fabs because of yield issues. So memory in AI applications (HBM) will be capacity constrained for several years. Feels like some important context was" [X Link](https://x.com/_HalalTrader_/status/2022012722012205411) 2026-02-12T18:19Z [----] followers, [----] engagements "Hopium leads to copium. This market does not tolerate either" [X Link](https://x.com/_HalalTrader_/status/2022034675464855963) 2026-02-12T19:46Z [----] followers, [----] engagements "True inflation is just 0.72% yoy US CPI today according to our independent price data is 0.72% Y/Y. The latest US CPI report for December was 2.7%. In 1h the BLS will release its official US CPI (US headline inflation) for January and the revised weights it will use for [----]. Market predictions for this https://t.co/kZPwh5uo26 US CPI today according to our independent price data is 0.72% Y/Y. The latest US CPI report for December was 2.7%. In 1h the BLS will release its official US CPI (US headline inflation) for January and the revised weights it will use for [----]. Market predictions for" [X Link](https://x.com/_HalalTrader_/status/2022296850456293540) 2026-02-13T13:08Z [----] followers, [----] engagements "$AVGO filled the gap and that was also the bottom for semis 🤷♂ My simple thesis is Semis not going to bottom until $AVGO fills the gap. Let's see. https://t.co/KAbWpj91Px My simple thesis is Semis not going to bottom until $AVGO fills the gap. Let's see. https://t.co/KAbWpj91Px" [X Link](https://x.com/_HalalTrader_/status/2022307097841467715) 2026-02-13T13:49Z [----] followers, [----] engagements "$MU bears like this guy sound smart but they cant grasp the tech complexity and the extent of supply/demand imbalance that makes this cycle much different than previous ones. Theyll realize in hindsight their missed generational opportunity to invest in memory. InshaAllah. You should all go back and read MUs earnings calls through [----] and at least understand what this point in the cycle sounds like You should all go back and read MUs earnings calls through [----] and at least understand what this point in the cycle sounds like" [X Link](https://x.com/_HalalTrader_/status/2022310377661345984) 2026-02-13T14:02Z [----] followers, [----] engagements "Ill be posting some charts this weekend InshaAllah. Let me know below which tickers you want" [X Link](https://x.com/_HalalTrader_/status/2022675496966967774) 2026-02-14T14:13Z [----] followers, [----] engagements "$MU Even after this run Micron is the cheapest memory name and also the most technologically advanced. Pre-2025 Micron primarily served the PC and mobile markets. It had 20% margins [--] month revenue visibility and traded around 10-15x PE. Since [----] Micron is primarily serving the AI data center space with 69% margins and [--] year revenue visibility. And it still trades at 9x fwd PE. This means a huge re-rating is coming soon inshaAllah. I expect it to trade at an 18-20x PE minimum which calls for a 2x in market cap based on [----] EPS with room to grow. It's the best risk/reward in the market imo" [X Link](https://x.com/_HalalTrader_/status/2014555660336435229) 2026-01-23T04:27Z [----] followers, 33.4K engagements "$MU is in a special spot where its still being valued at 10x PE as a cyclical stock while it now has [--] year revenue visibility 69%+ margins and 50%+ growth. Its primary customer is now AI data centers that are expected to grow beyond [----] and no longer cyclical consumer electronics. This presents a unique opportunity to buy this stock before it rerates to a median semiconductor PE of [--]. Even a rerate to 18x basically doubles it with room to grow. https://twitter.com/i/web/status/2020263019595346427 https://twitter.com/i/web/status/2020263019595346427" [X Link](https://x.com/_HalalTrader_/status/2020263019595346427) 2026-02-07T22:26Z [----] followers, 38.2K engagements "$MU Based on todays relative strength Im biased toward a double bottom here. Theres been incredible buyer support in the 362-365 area" [X Link](https://x.com/_HalalTrader_/status/2021365261065126402) 2026-02-10T23:26Z [----] followers, 33.8K engagements "$MU That was indeed a double bottom. MashaAllah. $MU Based on todays relative strength Im biased toward a double bottom here. Theres been incredible buyer support in the 362-365 area. https://t.co/6pwZ2DUorq $MU Based on todays relative strength Im biased toward a double bottom here. Theres been incredible buyer support in the 362-365 area. https://t.co/6pwZ2DUorq" [X Link](https://x.com/_HalalTrader_/status/2021643317868659187) 2026-02-11T17:51Z [----] followers, [----] engagements "This market is unforgiving - even companies with a fair valuation are being sold off. You have to be in stocks that are deeply undervalued and in sectors with a secular tailwind. $MU and other memory names are perhaps the only ones that fit this criteria. Makes no sense to be in anything else" [X Link](https://x.com/_HalalTrader_/status/2021969968527483224) 2026-02-12T15:29Z [----] followers, [----] engagements "$SPY in a broadening descending wedge with bearish divergence on the daily. Not looking good" [X Link](https://x.com/_HalalTrader_/status/2021986624863973494) 2026-02-12T16:35Z [----] followers, [----] engagements "@PeterMax80 The bearish divergence has been there since quite some time. Only thing that can turn it around is $NVDA earnings" [X Link](https://x.com/_HalalTrader_/status/2021998268029583490) 2026-02-12T17:22Z [----] followers, [---] engagements "$MU [--] minute chart looks like accumulation. Beautiful MashaAllah" [X Link](https://x.com/_HalalTrader_/status/2022342385687298437) 2026-02-13T16:09Z [----] followers, [----] engagements "High put/call ratio usually signals a bottom. Just tells you that participants are increasing their hedges as market grinds up against their expectation. I dont think we see a crash just frequent rotations and chops as $SPY grinds up. Total Put/Call Ratio jumped to the highest reading since the Liberation Day crash. https://t.co/1UCrRk6QVV Total Put/Call Ratio jumped to the highest reading since the Liberation Day crash. https://t.co/1UCrRk6QVV" [X Link](https://x.com/_HalalTrader_/status/2022770675660837048) 2026-02-14T20:31Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@HalalTrader Halal InvestorHalal Investor posts on X about $mu, dram, ai, bullish the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance 100% stocks 83.19% technology brands 15.04% currencies 12.39% exchanges 2.65% countries 1.77% cryptocurrencies 1.77% travel destinations 1.77% social networks 1.77% celebrities 0.88%
Social topic influence $mu #23, dram #162, ai 9.73%, bullish #2294, in the 6.19%, fud #199, market 5.31%, bearish #857, breakout 4.42%, red 4.42%
Top accounts mentioned or mentioned by @icompassoftime @chesswarri42621 @peterjo4057701 @joedab12 @bryan_edgy @markosaaig @doongyidaddy @douchebag168 @zzahle @bryanedgy @dbs0127 @ipsissimosity @mattlesnake @fundabottom @petermax80 @kinkyskimunky1 @f28x5 @chiefbron @realminus0 @doomdotorg
Top assets mentioned Micron Technology, Inc. (MU) NVIDIA Corp. (NVDA) Sandisk Corporation (SNDK) Alphabet Inc Class A (GOOGL) SPDR S&P [---] ETF Trust (SPY) Pure Storage, Inc. (PSTG) Amazon.com, Inc. (AMZN) Arteris, Inc. (AIP) AppLovin Corporation (APP) Lumentum Holdings Inc. Common Stock (LITE) Applied Optoelectronics, Inc. (AAOI) Lam Research Corporation (LRCX) Iris Energy Limited (IREN) Strategy (MSTR) Coinbase Global Inc. (COIN) Amkor Technology Inc (AMKR)
Top posts by engagements in the last [--] hours
"Folks looking for the next memory play in $PSTG dont realize they source their NAND memory from Micron. Being a fabless company theyre also getting squeezed on memory prices. End customers will be reluctant to pay $PSTG their cut as a middle man on top of already rising prices for their proprietary storage solution if traditional SSDs do the job. Their valuation is also stretched at 32x PE. $MU is still best positioned for the next leg of memory cycle InshaAllah. Dont go chasing new tickets. Focus and sit tight. $MU and memory has been the big AI theme this year. Storage is next. 👀 on $PSTG"
X Link 2026-01-12T02:36Z [----] followers, [----] engagements
"Nanya Technology is a DRAM maker in Taiwan trading at 50x fwd PE and $25B market cap with 49% GM. $MU has much better financials and technology leadership and trades at a 8x fwd PE with 69% GM. Makes me that much more confident in my trillion dollar MC expectation for $MU. InshaAllah https://twitter.com/i/web/status/2013307418948837430 https://twitter.com/i/web/status/2013307418948837430"
X Link 2026-01-19T17:47Z [----] followers, [----] engagements
"$MU is again #1 this week on Investors Business Dailys Top [--] list"
X Link 2026-01-26T21:57Z [----] followers, [----] engagements
"@DoucheBag168 Exited in 700s when I saw a bearish divergence. This stock has been pretty manipulated lately. There were easier plays out there"
X Link 2026-01-28T16:01Z [----] followers, [---] engagements
"$MU Shakeout before breakout"
X Link 2026-01-29T16:26Z [----] followers, [----] engagements
"$MU SanDisk absolutely crushed its earnings. Were still super early in the memory trade watch Micron and SanDisk both go much higher InshaAllah"
X Link 2026-01-29T21:14Z [----] followers, 14.7K engagements
"$MU should be $500 soon. Its still [--] PE so eventually targeting 800+ on an [--] PE. InshaAllah"
X Link 2026-01-30T15:08Z [----] followers, 15K engagements
"Tough to own anything even fairly valued in this market as itll chop you up. Seems only things safe are $MU and $SNDK as theyre undervalued and going through a historic re-rate from cyclical to secular"
X Link 2026-01-31T03:57Z [----] followers, 19.8K engagements
"Funny how Tom Lee lost all his credibility following his BMNR grift"
X Link 2026-01-31T14:20Z [----] followers, [----] engagements
"$MU Didnt quite squat on the 9EMA and closed right above the 5EMA. Looks very strong. MashaAllah"
X Link 2026-02-01T01:48Z [----] followers, [----] engagements
"$MU DRAM prices have nowhere to go but up for the next [--] years at least. Why would prices come down while supply is already contracted into [----] Micron still trades at [--] [----] PE and [--] [----] PE. Long way to go 800+ soon inshaAllah. * DRAMEXCHANGE: MICRON PROPOSED A 115125% QOQ INCREASE FOR SERVER DRAM. $MU * DRAMEXCHANGE: MICRON PROPOSED A 115125% QOQ INCREASE FOR SERVER DRAM. $MU"
X Link 2026-02-02T01:27Z [----] followers, 33.3K engagements
"$MU One red day and my feed is full of bears calling for a big crash. You have to be crazy to be shorting Micron thats undergoing a massive re-rate and growing EPS 76%+ QoQ with 70%+ margins and a [--] PE. Theyre now hiking DRAM prices by 125% QoQ. Even the chart is riding the 5EMA. I dont see anything bearish here. https://twitter.com/i/web/status/2018168728400150570 https://twitter.com/i/web/status/2018168728400150570"
X Link 2026-02-02T03:44Z [----] followers, 29.1K engagements
"$MU Its important who you follow here. Some large accounts have been bearish on memory since last year an they dont know anything about the space. They look at the historical chart and shout cYcLicAL while ignoring a customer shift to AI data centers [--] year revenue visibility and 70% margins. Mute those suckers and make your money InshaAllah. https://twitter.com/i/web/status/2018308297607008376 https://twitter.com/i/web/status/2018308297607008376"
X Link 2026-02-02T12:59Z [----] followers, [----] engagements
"$MU Glad it shook out gamblers and trapped the shorts. Now [---] soon inshaAllah. $MU One red day and my feed is full of bears calling for a big crash. You have to be crazy to be shorting Micron thats undergoing a massive re-rate and growing EPS 76%+ QoQ with 70%+ margins and a [--] PE. Theyre now hiking DRAM prices by 125% QoQ. Even the chart is riding https://t.co/jeT60MzNRk $MU One red day and my feed is full of bears calling for a big crash. You have to be crazy to be shorting Micron thats undergoing a massive re-rate and growing EPS 76%+ QoQ with 70%+ margins and a [--] PE. Theyre now hiking"
X Link 2026-02-02T16:21Z [----] followers, [----] engagements
"$MU is negotiating a 125% QoQ increase in DRAM prices Read that back Analyst price targets and forward EPS on $MU are all too low. Good setup for a massive gap up after March ER inshaAllah"
X Link 2026-02-02T21:02Z [----] followers, 46K engagements
"$MU is selling off along with the market - the fundamentals havent changed. Should rebound just as fast with the market InshaAllah. Support is at the retest of last breakout at 347"
X Link 2026-02-04T19:10Z [----] followers, 11.7K engagements
"$MU back above 20EMA. I would still love to see it form a hammer above [---]. That would be very strong. @DudeTakedown Nice these are the times to add imo. Best scenario today is a close above [---] which is the 20EMA. https://t.co/8d0JGadWwI @DudeTakedown Nice these are the times to add imo. Best scenario today is a close above [---] which is the 20EMA. https://t.co/8d0JGadWwI"
X Link 2026-02-04T20:02Z [----] followers, 16.7K engagements
"Likewise for optics"
X Link 2026-02-04T21:27Z [----] followers, [----] engagements
"@ZZahle @LovinAppLovin I think $APP is pretty de-risked at this price. Trading at 23x [----] PE. There are sell side reports of weak E-com numbers so theyll need to quell those concerns in the ER"
X Link 2026-02-05T00:27Z [----] followers, [---] engagements
"@joedab12 Im no longer in any optics but was in $LITE and $AXTI recently to catch the bounces. $AAOI was too volatile for my taste but I agree that Amazon ER might benefit it"
X Link 2026-02-05T01:19Z [----] followers, [---] engagements
"$MU Seems like weve bottomed here. I wouldnt be surprised if we close green InshaAllah"
X Link 2026-02-05T15:25Z [----] followers, 19K engagements
"$MU Positive now Alhamdulillah. $MU Seems like weve bottomed here. I wouldnt be surprised if we close green InshaAllah. https://t.co/bIlJSLKk1b $MU Seems like weve bottomed here. I wouldnt be surprised if we close green InshaAllah. https://t.co/bIlJSLKk1b"
X Link 2026-02-05T16:26Z [----] followers, [----] engagements
"$QQQ is at support I think we should bounce from here inshaAllah"
X Link 2026-02-05T17:49Z [----] followers, [----] engagements
"Seems like $SOX $MU $NVDA and most other semis are at support. I'm biased towards this being the bottom inshaAllah. I've posted a few of these charts in separate tweets"
X Link 2026-02-05T18:12Z [----] followers, 10.6K engagements
"$LRCX Retested the previous breakout and now at support. I think we should bounce from here inshaAllah"
X Link 2026-02-05T18:19Z [----] followers, [---] engagements
"$MU On the [--] minute chart there is high volume buying and low volume consolidation. That's exactly what you want to see. Once the market reverses Micron should be one of the leaders again inshaAllah"
X Link 2026-02-05T18:30Z [----] followers, [----] engagements
"Everything goes down once the market shedding leverage. It's healthy and I like it. We'll now see a K curve where quality stocks get bought up while bloated ones continue their decline. LEVERAGED ETFS DRIVE FORCED SELLING WAVE IN US EQUITIES Leveraged ETFs were forced to sell $18 billion of U.S. equities in a single day to rebalance exposures marking one of the top [--] largest forced-selling events on record. LEVERAGED ETFS DRIVE FORCED SELLING WAVE IN US EQUITIES Leveraged ETFs were forced to sell $18 billion of U.S. equities in a single day to rebalance exposures marking one of the top 10"
X Link 2026-02-05T20:44Z [----] followers, [----] engagements
"$MU Closed green as expected and right above the 20EMA. Alhamdulillah. $MU Seems like weve bottomed here. I wouldnt be surprised if we close green InshaAllah. https://t.co/bIlJSLKk1b $MU Seems like weve bottomed here. I wouldnt be surprised if we close green InshaAllah. https://t.co/bIlJSLKk1b"
X Link 2026-02-05T21:03Z [----] followers, [----] engagements
"Crazy CapEx number from $AMZN Seems $MU s DRAM will be in short supply for quite some time. Another eye watering capex number *AMAZON SEES [----] CAPEX ABOUT $200B EST. $146.11B Another eye watering capex number *AMAZON SEES [----] CAPEX ABOUT $200B EST. $146.11B"
X Link 2026-02-05T21:15Z [----] followers, [----] engagements
"Dont let pre-market or post-market moves bother you. Theyre easy to manipulate as the volume isnt there. Ignore"
X Link 2026-02-05T21:47Z [----] followers, [----] engagements
"@Bryan_Edgy Agree and its founder and biggest shareholder has been divesting all this time. Meanwhile Larry is reengaged at $GOOGL"
X Link 2026-02-05T21:52Z [----] followers, [---] engagements
"@joedab12 Definitely possible but that would mean some major supports are broken"
X Link 2026-02-05T21:55Z [----] followers, [--] engagements
"Sorry $IREN bulls but hopium doesnt work long term. $IREN bulls were quick to jump in the replies and spread hopium. but you need to change your views as more data comes out. Better to get back into it once the fundamentals and chart look better instead of twisting reality. https://t.co/CGpIKHi8Ri $IREN bulls were quick to jump in the replies and spread hopium. but you need to change your views as more data comes out. Better to get back into it once the fundamentals and chart look better instead of twisting reality. https://t.co/CGpIKHi8Ri"
X Link 2026-02-05T23:55Z [----] followers, [----] engagements
"$MU And just like that folks got shaken out and up we go Alhamdulillah Love to see this every week $MU Couple red days and folks are losing their minds Relax the bull thesis from [--] days ago hasnt changed Still the same PT [---] then [---] InshaAllah. Get a grip people Memory is still the best industry to be in right now Alhamdulillah. https://t.co/gbiI0Qc1LE $MU Couple red days and folks are losing their minds Relax the bull thesis from [--] days ago hasnt changed Still the same PT [---] then [---] InshaAllah. Get a grip people Memory is still the best industry to be in right now Alhamdulillah."
X Link 2026-02-06T11:03Z [----] followers, 15.7K engagements
"And that was the bottom for $MU $NVDA $SOX Alhamdulillah Seems like $SOX $MU $NVDA and most other semis are at support. I'm biased towards this being the bottom inshaAllah. I've posted a few of these charts in separate tweets. Seems like $SOX $MU $NVDA and most other semis are at support. I'm biased towards this being the bottom inshaAllah. I've posted a few of these charts in separate tweets"
X Link 2026-02-06T11:10Z [----] followers, [----] engagements
"$MU Seems that was the bottom InshaAllah Alhamdulillah $MU Seems like weve bottomed here. I wouldnt be surprised if we close green InshaAllah. https://t.co/bIlJSLKk1b $MU Seems like weve bottomed here. I wouldnt be surprised if we close green InshaAllah. https://t.co/bIlJSLKk1b"
X Link 2026-02-06T11:12Z [----] followers, [----] engagements
"$MU do you think he learned No matter my conviction if its not the will of Allah its not going to happen. Allahu Akbar"
X Link 2026-02-06T11:45Z [----] followers, [----] engagements
"$MU Im here to present a level-headed take when folks are panicking. Thats the benefit of following me. There were plenty of bulls and FURUs talking yesterday about a giant crash - stay away from such people they just amplify the hype in both directions. Thats how you lose. Alhamdulillah $MU Couple red days and folks are losing their minds Relax the bull thesis from [--] days ago hasnt changed Still the same PT [---] then [---] InshaAllah. Get a grip people Memory is still the best industry to be in right now Alhamdulillah. https://t.co/gbiI0Qc1LE $MU Couple red days and folks are losing their minds"
X Link 2026-02-06T11:59Z [----] followers, [----] engagements
"$MU Looks like a report dropped to the institutions and well just get to see it later. No idea"
X Link 2026-02-06T14:01Z [----] followers, 11.6K engagements
"$MU People panicking on rumors of Microns HBM share going to zero in Rubin. You can pick sides here. @astocks92 "We reduce Microns $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia ordering Micron HBM. We expect Nvidias HBM4 supply to consolidate SK Hynix and Samsung at a 70/30 split" @astocks92 "We reduce Microns $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia ordering Micron HBM. We expect Nvidias HBM4 supply to consolidate SK Hynix and Samsung at a 70/30 split""
X Link 2026-02-06T14:09Z [----] followers, 10.2K engagements
"$MU SemiAnalysis report just dropped. SemiAnalysis: We reduce Microns $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia ordering Micron HBM. We expect Nvidias HBM4 supply to consolidate SK Hynix and Samsung at a 70/30 split. SemiAnalysis: We reduce Microns $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia ordering Micron HBM. We expect Nvidias HBM4 supply to consolidate SK Hynix and Samsung at a 70/30 split"
X Link 2026-02-06T14:11Z [----] followers, 13.5K engagements
"Solid bull thesis on $MU. We wouldnt characterize this as Micron having zero Rubin HBM4 share nor do we think its particularly negative for Micron. Based on our supply chain checks they still appear to retain some allocation. More broadly Micron likely benefits under almost any scenario thats We wouldnt characterize this as Micron having zero Rubin HBM4 share nor do we think its particularly negative for Micron. Based on our supply chain checks they still appear to retain some allocation. More broadly Micron likely benefits under almost any scenario thats"
X Link 2026-02-06T15:09Z [----] followers, [----] engagements
"$NVDA $MU Did you listen MashaAllah. Seems like $SOX $MU $NVDA and most other semis are at support. I'm biased towards this being the bottom inshaAllah. I've posted a few of these charts in separate tweets. Seems like $SOX $MU $NVDA and most other semis are at support. I'm biased towards this being the bottom inshaAllah. I've posted a few of these charts in separate tweets"
X Link 2026-02-06T20:02Z [----] followers, [----] engagements
"This guys sounds verbally handicapped but he makes good points on $MU if you squint hard enough. SO let me get this right a clown analyst says sk hinex secured nvda contract for vera rubin YET NVDA stopped production of graphic cards. the dumb ass says this is negative for MU WHY would nvda stop production unless they cant get memory. OH SO let me get this right a clown analyst says sk hinex secured nvda contract for vera rubin YET NVDA stopped production of graphic cards. the dumb ass says this is negative for MU WHY would nvda stop production unless they cant get memory. OH"
X Link 2026-02-06T21:59Z [----] followers, 12.7K engagements
"$MU @SemiAnalysis_ had a new piece on memory and it can be summarized in [--] points - [--]. DRAM shortage will last into [----] and beyond [--]. DRAM prices wont peak till [----] or even beyond [--]. Easing memory shortage is incredibly difficult as new fabs take multiple years to build and there are other complexities as well. Most of us already knew these points but it always carries weight when confirmed by industry publications. All this is super bullish for Micron. https://newsletter.semianalysis.com/p/memory-mania-how-a-once-in-four-decades"
X Link 2026-02-07T02:52Z [----] followers, 11.1K engagements
"Dont get distracted by different plays every week. Pick the right stock in the right sector and sit on it for as long as the risk/reward is favorable. Memory has been my sector of choice since October and $MU still has the best r/r"
X Link 2026-02-07T18:12Z [----] followers, [----] engagements
"@dbs0127 Thanks David"
X Link 2026-02-07T23:36Z [----] followers, [----] engagements
"@ipsissimosity If anything $MU is choosing not to make HBM as they get 2-3x revenue on DRAM. Plus $MU is safer being a US stock"
X Link 2026-02-07T23:39Z [----] followers, [----] engagements
"Ill soon share my thoughts on why $MU is a better investment than the two Korean memory players"
X Link 2026-02-07T23:40Z [----] followers, 12.8K engagements
"There are foolish takes then theres this. This guy subscribes to bag-holder premium on $MSTR Im getting a crazy feeling the United States government will take a stake in MSTR. Not saying itll happen this week or month. Maybe not this year. I just cant imagine the government not getting a piece of possibly soon to be the most important company in the history of Im getting a crazy feeling the United States government will take a stake in MSTR. Not saying itll happen this week or month. Maybe not this year. I just cant imagine the government not getting a piece of possibly soon to be the most"
X Link 2026-02-08T01:31Z [----] followers, [----] engagements
"@mattlesnake DDR5 brings in 3x revenue than HBM"
X Link 2026-02-08T02:54Z [----] followers, [----] engagements
"$MU MU expected to gain market share at Google and OpenAI Why would Micron compete in supplying Nvidia who is known to squeeze its suppliers margins when it can supply Google and OpenAI with market-rate DRAM/HBM Next two years are about maximizing profits and Micron is making the right moves. $MU : UBS reiterates raises $ (from $400) Analyst sees memory supply shortage into [----] AI-driven demand surge and MU trading at just 5x [----] EPS vs. HDDs at 2x. https://t.co/tqNqNqyyHF $MU : UBS reiterates raises $ (from $400) Analyst sees memory supply shortage into [----] AI-driven demand surge and MU"
X Link 2026-02-09T03:51Z [----] followers, 19.6K engagements
"After todays Coinbase commercial I believe all crypto goes to [--]. Even the bulls will flip after watching it"
X Link 2026-02-09T04:04Z [----] followers, [----] engagements
"$MU The GS report circling around is pure BS. Theyre calculating a [--] PE on [--] EPS - thats less than what $MU will make in one [----] quarter and the revenue/margins wont even peak in [----]. Ignore this FUD as theyre trying to shake you out before Microns conference this week and earnings next month. Micron still trades at [--] PE. https://twitter.com/i/web/status/2020824041100030047 https://twitter.com/i/web/status/2020824041100030047"
X Link 2026-02-09T11:36Z [----] followers, 21.1K engagements
"No wonder the UAE is paranoid about a rise in political Islam. These guys are involved in all major sins and crimes and are afraid Muslims would kick them out from leadership. HIND ALOWAIS: THE UAE DIPLOMAT WHO SOURCED GIRLS FOR JEFFREY EPSTEIN Meet @HindAl0wais an Emirati diplomat and womens rights advocate who sourced girls for Jeffrey Epstein and named in [---] emails. Were these girls minors Were these girls Emirati Arab Muslim https://t.co/i8CBBYrPHP HIND ALOWAIS: THE UAE DIPLOMAT WHO SOURCED GIRLS FOR JEFFREY EPSTEIN Meet @HindAl0wais an Emirati diplomat and womens rights advocate who"
X Link 2026-02-10T13:20Z [----] followers, [----] engagements
"$AIP Breakout. MashaAllah $AIP Retest of breakout with a hidden bullish divergence on the daily. Consolidating nicely after a 64% run. https://t.co/d32Id4yxvi $AIP Retest of breakout with a hidden bullish divergence on the daily. Consolidating nicely after a 64% run. https://t.co/d32Id4yxvi"
X Link 2026-01-05T15:14Z [----] followers, [---] engagements
"Great call by Gavin but he backed the wrong company for size in $PSTG over $MU. Pure Storage doesnt own any Fabs and is at the mercy of others for wafer allocation. Its also trading at a fwd PE of 32x which is a little overvalued relative to peers. Nobody hits all home runs and @GavinSBaker is one of the GOATs and doing pretty good for himself regardless of this single pick. Gavin Baker ( who publicly announced in Jan'25 that his best business bet for [----] was High Bandwidth Memory stocks like Micron SK Hynix etc. ) According to his latest 13F filing Pure Storage $PSTG is his #1 holding and"
X Link 2026-01-11T18:39Z [----] followers, [----] engagements
"$MU made a new ATH and now holding the gap in the Toronto Stock Exchange"
X Link 2026-01-19T15:27Z [----] followers, [----] engagements
"$MU fundamentals are improving every quarter. The score for Micron Technology Inc has been on a positive trend from [--] to [--] over the past [--] weeks. The recent change in the Average Score was primarily due to an improvement in the Fundamental component score. $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"
X Link 2026-01-26T22:14Z [----] followers, [----] engagements
"You have [--] goals as an investor - [--]. Be earlier than the crowd [--]. Know the company well enough to not get shaken out due to macro pressures or FUD. This applies to $MU today. Micron is probably still the best r/r"
X Link 2026-02-02T03:26Z [----] followers, 105.4K engagements
"$SNDK $MU Guys like him know nothing about the semi or memory space talk out of their behinds and cost their followers massive missed gains. Notice theres absolutely no mention of fundamentals or anything else of substance in his tweet. eXtReMe eXtReMe Absolute circus. My thoughts: - 400% extended from the 200-DMA at the highs after hours. Extreme EXTREME. - Price starting to go vertical and breaching upper trend-line. - A lot of the narrative/fundamentals had been priced in. this stock started its run in February [----] and staged a My thoughts: - 400% extended from the 200-DMA at the highs"
X Link 2026-02-03T05:21Z [----] followers, 21.1K engagements
"$MU is selling off today on concerns of Chinese YMTC flooding the market with DRAM. You have to understand that latest DRAM DDR5 and DDR6 used in AI data-centers are incredibly hard to manufacture and so is HBM3E and HBM4. These aren't technologies that can be copied - it takes $20B years of expertise patents and operational excellence to manufacture these. Don't get shaken out by this FUD. $MU is still trading at [--] [----] PE. It's going much higher inshaAllah. You have [--] goals as an investor - [--]. Be earlier than the crowd [--]. Know the company well enough to not get shaken out due to macro"
X Link 2026-02-03T17:55Z [----] followers, 104.9K engagements
"Just yesterday we got news that $MU is raising DRAM prices by 125% QoQ. Do you really think the industry believes YMTC has the capacity to supply DRAM DDR5 It's all FUD. Folks that don't understand the space will be shaken out and we'll resume the next leg higher inshaAllah"
X Link 2026-02-03T18:07Z [----] followers, 118.1K engagements
"$MU The market is punishing tourists chasers and gamblers. If you know the fundamentals of your investments you have nothing to worry about Micron will shake people out and go much higher InshaAllah. It has the best fundamentals and market tailwinds behind it. PT [---] InshaAllah. https://twitter.com/i/web/status/2019065423392629125 https://twitter.com/i/web/status/2019065423392629125"
X Link 2026-02-04T15:08Z [----] followers, 27.2K engagements
"$GOOG spending $185B on CapEx is super bullish for memory stocks. It also tells us were in the early innings of AI. As demand continues to outpace supply $MU margins and revenue will accelerate even more InshaAllah"
X Link 2026-02-04T21:26Z [----] followers, 34.1K engagements
"$MU I expect Micron and rest of memory to run another leg up on the back of $GOOG s massive capex. $GOOG spending $185B on CapEx is super bullish for memory stocks. It also tells us were in the early innings of AI. As demand continues to outpace supply $MU margins and revenue will accelerate even more InshaAllah. $GOOG spending $185B on CapEx is super bullish for memory stocks. It also tells us were in the early innings of AI. As demand continues to outpace supply $MU margins and revenue will accelerate even more InshaAllah"
X Link 2026-02-04T22:09Z [----] followers, 26K engagements
"$AMKR at support - I think we should bounce from here inshaAllah"
X Link 2026-02-05T18:15Z [----] followers, [----] engagements
"$MU Memory cycle is just starting out. Buckle up. MEMORY PRICES SOAR UP TO 90% IN Q1 2026: COUNTERPOINT Memory prices have surged 80%-90% quarter-over-quarter in Q1 [----] driven by steep gains in server DRAM and rising NAND and HBM3e costs according to Counterpoint Research. Server-grade 64GB RDIMM prices jumped from $450 in https://t.co/I4mtDNZgjJ MEMORY PRICES SOAR UP TO 90% IN Q1 2026: COUNTERPOINT Memory prices have surged 80%-90% quarter-over-quarter in Q1 [----] driven by steep gains in server DRAM and rising NAND and HBM3e costs according to Counterpoint Research. Server-grade 64GB RDIMM"
X Link 2026-02-05T19:41Z [----] followers, 12.8K engagements
"So $AMZN is trading at 30x fwd PE and growing EPS at 5% Looks bloated to me"
X Link 2026-02-05T22:18Z [----] followers, 10.4K engagements
"$MU Couple red days and folks are losing their minds Relax the bull thesis from [--] days ago hasnt changed Still the same PT [---] then [---] InshaAllah. Get a grip people Memory is still the best industry to be in right now Alhamdulillah"
X Link 2026-02-05T22:23Z [----] followers, 26.4K engagements
"$MU If true this is actually bullish for Micron As @FundaBottom put it - 1GB of HBM sells for $18 while switching to DDR5 can fetch a price of $60. Why would Micron chase after HBM when the DRAM shortage will last into [----] and they can make 3x more on DDR5 SemiAnalysis: We reduce Microns $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia ordering Micron HBM. We expect Nvidias HBM4 supply to consolidate SK Hynix and Samsung at a 70/30 split. SemiAnalysis: We reduce Microns $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia"
X Link 2026-02-06T14:29Z [----] followers, 63.2K engagements
"$MU Based on this I expect massive revenue margin and guidance numbers for Micron in March InshaAllah. Theyre being shrewd and fully capitalizing on this memory shortage. $MU If true this is actually bullish for Micron As @FundaBottom put it - 1GB of HBM sells for $18 while switching to DDR5 can fetch a price of $60. Why would Micron chase after HBM when the DRAM shortage will last into [----] and they can make 3x more on DDR5 $MU If true this is actually bullish for Micron As @FundaBottom put it - 1GB of HBM sells for $18 while switching to DDR5 can fetch a price of $60. Why would Micron chase"
X Link 2026-02-06T14:37Z [----] followers, [----] engagements
"$MU Were in the largest AI boom and memory is expected to be in a shortage beyond [----] - And youre bearish"
X Link 2026-02-09T12:45Z [----] followers, [----] engagements
"$MU Remember this guy is not an analyst. He started out translating Korean news and had been spreading FUD on Micron last year. If he actually read the SemiAnalysis article hed know that its actually bullish for Micron"
X Link 2026-02-09T15:17Z [----] followers, 23K engagements
"Margin expansion is a common trend in this semi-cap bull run. These margins are paid by the hyperscalers in most cases. But hyperscalers are also printing good growth and that money comes mostly from software companies and their own software arms. But most software companies are yet to show any material impact from AI services. Thats why they faced the brunt of selling over the last two quarters"
X Link 2026-02-09T21:14Z [----] followers, [----] engagements
"$MU lost the 20EMA today so we might see some more consolidation up to the support around [---]. Fundamentals havent changed and its still trading at [--] PE. I would treat it as a buying opportunity as its eventually going much higher InshaAllah. PT 800"
X Link 2026-02-10T01:11Z [----] followers, 11.4K engagements
"$MU This consolidation is normal and healthy before the next leg. Weve had an excellent run since December Alhamdulillah and I expect it to be at [---] by earnings InshaAllah. Still the same fundamentals and PT of 800"
X Link 2026-02-10T11:34Z [----] followers, [----] engagements
"$MU This is the time to buy. Nothing has changed and itll be back to ATH soon inshaAllah. $MU Same story every week. Folks dont buy it when its down and then chase it when it runs. $MU Same story every week. Folks dont buy it when its down and then chase it when it runs"
X Link 2026-02-10T16:25Z [----] followers, 18.2K engagements
"Let it burn. Then it deserves to collapse. https://t.co/oauKOdA6G7 Then it deserves to collapse. https://t.co/oauKOdA6G7"
X Link 2026-02-10T20:45Z [----] followers, [---] engagements
"$MU Microns investor event is at 8:50am EST tomorrow. There should be a live webcast link posted on their IR site. https://investors.micron.com/news-releases/news-release-details/micron-announces-participation-investor-event-2 https://investors.micron.com/news-releases/news-release-details/micron-announces-participation-investor-event-2"
X Link 2026-02-10T23:44Z [----] followers, 11.2K engagements
"@Bryan_Edgy Yes the sell side raising their PTs as we approach the ER. I think this earnings report will be an inflection point and we will see PTs north of [---] InshaAllah"
X Link 2026-02-11T05:06Z [----] followers, [--] engagements
"$MU Comments from Micron CFO "Since out last earnings call our financial outlook has strengthened further. Supply/Demand will be tight beyond 2026.""
X Link 2026-02-11T13:52Z [----] followers, [----] engagements
"$MU Micron CFO reiterated "We simply do not have enough supply to meet demand by a wide margin.""
X Link 2026-02-11T13:59Z [----] followers, [----] engagements
"@MarkosAAIG @OSPigment @jukan05 Are you still grifting your HBM analysis since November Cope harder as all your $MU posts have been trash. Grifters repackaging a simple $MU investment thesis into something incredibly complicated to lure people into their discord for their analysis. 🤮 https://t.co/vUgkxO0ADJ Grifters repackaging a simple $MU investment thesis into something incredibly complicated to lure people into their discord for their analysis. 🤮 https://t.co/vUgkxO0ADJ"
X Link 2026-02-12T02:27Z [----] followers, [---] engagements
"$AIP Retest of breakout with a hidden bullish divergence on the daily. Consolidating nicely after a 64% run"
X Link 2026-01-05T00:30Z [----] followers, [----] engagements
"$MU just tapped the 9EMA and shot up. This usually signals a start of another massive move up. Buckle up"
X Link 2026-02-02T17:20Z [----] followers, 12.5K engagements
"$BMNR holders hunting for Tom Lee seeing ETH under 2k"
X Link 2026-02-06T04:51Z [----] followers, [----] engagements
"Whenever you feel stupid remember the less intellectually privileged like Ackman and thank God. https://x.com/billackman/status/2020224663436268013 https://x.com/billackman/status/2020224663436268013"
X Link 2026-02-08T02:30Z [----] followers, [----] engagements
"$MU Micron CFO on sustainability of this cycle - "What gives us confidence is the supply and the demand vectors. On the demand side as the AI tech advances and token generation increases that is demanding an efficient way to do that is through more memory and storage. That is from the DC to the edge and the edge will become increasingly important here as we get to robotics and autonomous activity. On the supply side we're doing everything we can to add supply to serve customers needs but there is no easy or fast way to get that done. We are toiling to get incremental capacity through node"
X Link 2026-02-11T14:30Z [----] followers, [----] engagements
"$MU All these chips need memory and this bottleneck will last into [----] inshaAllah. Micron is positioned to gain the most here. AI packaging bottleneck. $TSM BoD approved $45B capex in Q1. For context that was $17B in 1Q25. And approved $4.7B for advanced packaging & specialty devices vs $1.8B 1Q25 and $1.2B 4Q25. That's consistent with earnings comments that advanced packaging & specialty devices https://t.co/Etcf6LMtBs AI packaging bottleneck. $TSM BoD approved $45B capex in Q1. For context that was $17B in 1Q25. And approved $4.7B for advanced packaging & specialty devices vs $1.8B 1Q25"
X Link 2026-02-11T23:24Z [----] followers, [----] engagements
"$SPY and $GLD both down - one of them is lying"
X Link 2026-02-05T12:38Z [----] followers, [----] engagements
"Once $MU dispels the FUD and runs up this guy will change his tune and turn bullish again. Happened multiple times. Best to ignore such noise"
X Link 2026-02-09T15:20Z [----] followers, 29.6K engagements
"$MU TD Cowen raises Micron PT to street high $600"
X Link 2026-02-12T15:45Z [----] followers, 33.1K engagements
"$MU has doubled since this post but its fwd PE shrunk to [--]. It should shrink even further after the March ER InshaAllah. Thats incredible operating leverage. Once you factor in a re-rate to [--] PE this stock will be more than a trillion in market cap soon inshaAllah. I think $MU will be the next trillion dollar company. Sitting at a fwd PE of [--] with seemingly unlimited demand from Nvidia AMD and Google. Memory is the current super cycle. I think $MU will be the next trillion dollar company. Sitting at a fwd PE of [--] with seemingly unlimited demand from Nvidia AMD and Google. Memory is the"
X Link 2026-02-13T12:41Z [----] followers, [----] engagements
"$MU Micron CFO dispelling rumors - "Let me address some recent inaccurate reporting. We are in high volume production of HBM4. We have commenced customer shipments of HBM4. This is a quarter earlier than previously guided. Our HBM4 yield is on track. It delivers speeds of over [--] GB/s and we are very confident on the product's reliability." https://twitter.com/i/web/status/2021583692871667925 https://twitter.com/i/web/status/2021583692871667925"
X Link 2026-02-11T13:54Z [----] followers, 69.3K engagements
"$MU Micron CFO on guidance and margins - "We guided 68% last quarter and we indicated today that our financial outlook has improved since the guidance. We do believe margins will expand in the second quarter and third quarter. We expect the market to remain tight beyond [----]. That really supports the pricing environment. We're ramping out gamma node so our cost performance has been good. Our spend control has been very good. On product mix it has also been a positive story." https://twitter.com/i/web/status/2021589305651605638 https://twitter.com/i/web/status/2021589305651605638"
X Link 2026-02-11T14:17Z [----] followers, 24.1K engagements
"$MU Exactly as I expected - this guy was spreading FUD when Micron was down and is now changing his tune once it shot back up. Dont trust him - he just translates Korean media and most of his opinions are baseless. Once $MU dispels the FUD and runs up this guy will change his tune and turn bullish again. Happened multiple times. Best to ignore such noise. Once $MU dispels the FUD and runs up this guy will change his tune and turn bullish again. Happened multiple times. Best to ignore such noise"
X Link 2026-02-11T23:11Z [----] followers, 26.5K engagements
"$MU and $SNDK ripping after Kioxia guides a massive 72% increase in revenue and 313% higher net income for next quarter. Incredible numbers The memory trade is just getting started"
X Link 2026-02-12T11:07Z [----] followers, 49.4K engagements
"$MU SMIC CEO - "Even after investing in both the front-end and back-end to produce HBM this shortage should persist for several years." DRAM and HBM manufacturers like Micron will be capacity constrained for years to come. This also means their margins should go up further. He argues that NAND capacity can come online much more easily. For DRAM memory for PCs and consumer electronics can be ramped easily but HBM is very difficult to ramp in new fabs because of yield issues. So memory in AI applications (HBM) will be capacity constrained for several years. Feels like some important context was"
X Link 2026-02-12T18:19Z [----] followers, [----] engagements
"Hopium leads to copium. This market does not tolerate either"
X Link 2026-02-12T19:46Z [----] followers, [----] engagements
"True inflation is just 0.72% yoy US CPI today according to our independent price data is 0.72% Y/Y. The latest US CPI report for December was 2.7%. In 1h the BLS will release its official US CPI (US headline inflation) for January and the revised weights it will use for [----]. Market predictions for this https://t.co/kZPwh5uo26 US CPI today according to our independent price data is 0.72% Y/Y. The latest US CPI report for December was 2.7%. In 1h the BLS will release its official US CPI (US headline inflation) for January and the revised weights it will use for [----]. Market predictions for"
X Link 2026-02-13T13:08Z [----] followers, [----] engagements
"$AVGO filled the gap and that was also the bottom for semis 🤷♂ My simple thesis is Semis not going to bottom until $AVGO fills the gap. Let's see. https://t.co/KAbWpj91Px My simple thesis is Semis not going to bottom until $AVGO fills the gap. Let's see. https://t.co/KAbWpj91Px"
X Link 2026-02-13T13:49Z [----] followers, [----] engagements
"$MU bears like this guy sound smart but they cant grasp the tech complexity and the extent of supply/demand imbalance that makes this cycle much different than previous ones. Theyll realize in hindsight their missed generational opportunity to invest in memory. InshaAllah. You should all go back and read MUs earnings calls through [----] and at least understand what this point in the cycle sounds like You should all go back and read MUs earnings calls through [----] and at least understand what this point in the cycle sounds like"
X Link 2026-02-13T14:02Z [----] followers, [----] engagements
"Ill be posting some charts this weekend InshaAllah. Let me know below which tickers you want"
X Link 2026-02-14T14:13Z [----] followers, [----] engagements
"$MU Even after this run Micron is the cheapest memory name and also the most technologically advanced. Pre-2025 Micron primarily served the PC and mobile markets. It had 20% margins [--] month revenue visibility and traded around 10-15x PE. Since [----] Micron is primarily serving the AI data center space with 69% margins and [--] year revenue visibility. And it still trades at 9x fwd PE. This means a huge re-rating is coming soon inshaAllah. I expect it to trade at an 18-20x PE minimum which calls for a 2x in market cap based on [----] EPS with room to grow. It's the best risk/reward in the market imo"
X Link 2026-01-23T04:27Z [----] followers, 33.4K engagements
"$MU is in a special spot where its still being valued at 10x PE as a cyclical stock while it now has [--] year revenue visibility 69%+ margins and 50%+ growth. Its primary customer is now AI data centers that are expected to grow beyond [----] and no longer cyclical consumer electronics. This presents a unique opportunity to buy this stock before it rerates to a median semiconductor PE of [--]. Even a rerate to 18x basically doubles it with room to grow. https://twitter.com/i/web/status/2020263019595346427 https://twitter.com/i/web/status/2020263019595346427"
X Link 2026-02-07T22:26Z [----] followers, 38.2K engagements
"$MU Based on todays relative strength Im biased toward a double bottom here. Theres been incredible buyer support in the 362-365 area"
X Link 2026-02-10T23:26Z [----] followers, 33.8K engagements
"$MU That was indeed a double bottom. MashaAllah. $MU Based on todays relative strength Im biased toward a double bottom here. Theres been incredible buyer support in the 362-365 area. https://t.co/6pwZ2DUorq $MU Based on todays relative strength Im biased toward a double bottom here. Theres been incredible buyer support in the 362-365 area. https://t.co/6pwZ2DUorq"
X Link 2026-02-11T17:51Z [----] followers, [----] engagements
"This market is unforgiving - even companies with a fair valuation are being sold off. You have to be in stocks that are deeply undervalued and in sectors with a secular tailwind. $MU and other memory names are perhaps the only ones that fit this criteria. Makes no sense to be in anything else"
X Link 2026-02-12T15:29Z [----] followers, [----] engagements
"$SPY in a broadening descending wedge with bearish divergence on the daily. Not looking good"
X Link 2026-02-12T16:35Z [----] followers, [----] engagements
"@PeterMax80 The bearish divergence has been there since quite some time. Only thing that can turn it around is $NVDA earnings"
X Link 2026-02-12T17:22Z [----] followers, [---] engagements
"$MU [--] minute chart looks like accumulation. Beautiful MashaAllah"
X Link 2026-02-13T16:09Z [----] followers, [----] engagements
"High put/call ratio usually signals a bottom. Just tells you that participants are increasing their hedges as market grinds up against their expectation. I dont think we see a crash just frequent rotations and chops as $SPY grinds up. Total Put/Call Ratio jumped to the highest reading since the Liberation Day crash. https://t.co/1UCrRk6QVV Total Put/Call Ratio jumped to the highest reading since the Liberation Day crash. https://t.co/1UCrRk6QVV"
X Link 2026-02-14T20:31Z [----] followers, [---] engagements
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