#  @norveclifinance Norveçli Finansçı Norveçli Finansçı posts on X about $mu, ai, $crdo, dram the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1742185539602657280/interactions)  - [--] Week [-------] +918% ### Mentions: [--] [#](/creator/twitter::1742185539602657280/posts_active)  - [--] Week [--] +26% ### Followers: [---] [#](/creator/twitter::1742185539602657280/followers)  - [--] Week [---] +59% ### CreatorRank: [-------] [#](/creator/twitter::1742185539602657280/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 95.77% [technology brands](/list/technology-brands) 21.92% [currencies](/list/currencies) 19.62% [finance](/list/finance) 16.92% [automotive brands](/list/automotive-brands) 3.46% [cryptocurrencies](/list/cryptocurrencies) 2.69% [countries](/list/countries) 2.69% [exchanges](/list/exchanges) #2327 [financial services](/list/financial-services) #614 [celebrities](/list/celebrities) 0.77% **Social topic influence** [$mu](/topic/$mu) #25, [ai](/topic/ai) 36.92%, [$crdo](/topic/$crdo) #5, [dram](/topic/dram) #84, [bir](/topic/bir) 13.08%, [$nvda](/topic/$nvda) #582, [ben](/topic/ben) 9.23%, [$iren](/topic/$iren) #152, [bu](/topic/bu) 8.46%, [$oklo](/topic/$oklo) #54 **Top accounts mentioned or mentioned by** [@doongyidaddy](/creator/undefined) [@deitaone](/creator/undefined) [@wallstengine](/creator/undefined) [@profdemirtas](/creator/undefined) [@rzayev7895](/creator/undefined) [@evophienn](/creator/undefined) [@profkayafinance](/creator/undefined) [@financialjuice](/creator/undefined) [@safturk](/creator/undefined) [@hsnertt34](/creator/undefined) [@omronc48](/creator/undefined) [@bborsaci](/creator/undefined) [@jukan05](/creator/undefined) [@tekstilstt](/creator/undefined) [@iyiruh45045](/creator/undefined) [@samsung](/creator/undefined) [@microntech](/creator/undefined) [@micronceo](/creator/undefined) [@hendasebey](/creator/undefined) [@altungokburhan](/creator/undefined) **Top assets mentioned** [Micron Technology, Inc. (MU)](/topic/$mu) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Iris Energy Limited (IREN)](/topic/$iren) [Oklo Inc. (OKLO)](/topic/$oklo) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NuScale Power Corporation (SMR)](/topic/$smr) [Advanced Micro Devices (AMD)](/topic/$amd) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Intel Corporation (INTC)](/topic/$intc) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Sandisk Corporation (SNDK)](/topic/$sndk) [Western Digital Corp (WDC)](/topic/$wdc) [Tesla, Inc. (TSLA)](/topic/$tsla) [Apple, Inc. (AAPL)](/topic/$aapl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [TRON (TRX)](/topic/$trx) [RAI Finance (SOFI)](/topic/$sofi) [retard to retired (R/R)](/topic/$rr) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) ### Top Social Posts Top posts by engagements in the last [--] hours "@ProfKayaFinance [---] de ben servetimi basarm ;) $crdo $avgo $iren" [X Link](https://x.com/norveclifinance/status/2016577160039850466) 2026-01-28T18:20Z [---] followers, [---] engagements "$rr dikkat ksa srede $3 olabilir. Kt bir haber grdm" [X Link](https://x.com/norveclifinance/status/2016931498276929869) 2026-01-29T17:48Z [---] followers, [---] engagements "$rr sadece speklasyon olarak kald. Ksa srede [--] dolara gidebilir.inliler neler yapyor. 🚨XPENG robotunu ove ove bitiremiyor ve sonrasi ;))) 🤖💥 XPeng Iron [--] doksan serildi kalkmad. Bu Humanoid robotlara neden yerden kalkmayi ogretemiyorlar 🧐🤣👇 #XPengIron #RobotFail #Humanoid #TechHumor #AI #Robotics https://t.co/NCVW4E38Lf 🚨XPENG robotunu ove ove bitiremiyor ve sonrasi ;))) 🤖💥 XPeng Iron [--] doksan serildi kalkmad. Bu Humanoid robotlara neden yerden kalkmayi ogretemiyorlar 🧐🤣👇 #XPengIron #RobotFail #Humanoid #TechHumor #AI #Robotics https://t.co/NCVW4E38Lf" [X Link](https://x.com/norveclifinance/status/2017640221932654905) 2026-01-31T16:44Z [---] followers, [---] engagements "OpenAI zaten $AVGO ile birlikte ip yapyor. Nvidiann en yeni AI iplerine alternatif aryorlarsa rota belli. Long $AVGO $NVDA - OPENAI HAS DETERMINED IT NEEDS ALTERNATIVES TO NVIDIAS LATEST AI CHIPS IN SOME CASES HAS SOUGHT ALTERNATIVES SINCE LAST YEAR -SOURCES $NVDA - OPENAI HAS DETERMINED IT NEEDS ALTERNATIVES TO NVIDIAS LATEST AI CHIPS IN SOME CASES HAS SOUGHT ALTERNATIVES SINCE LAST YEAR -SOURCES" [X Link](https://x.com/norveclifinance/status/2018441359657460050) 2026-02-02T21:48Z [---] followers, [----] engagements "$crdo ilk defa ekledim portfye irket gelirleri veri merkezleriyle artacak ama hisse dyor" [X Link](https://x.com/norveclifinance/status/2018749230743974395) 2026-02-03T18:11Z [---] followers, [---] engagements "$trx altn ykselecek bence bu yzden aldm ok deli bir hisse uup gidiyor. lk hedefim $2.8" [X Link](https://x.com/norveclifinance/status/2018780683397722585) 2026-02-03T20:16Z [---] followers, [---] engagements "Micron $MU benim gzmde altn ve gmten daha deerli. Piyasadaki en nadir elmas hisselerden biri. Kefedildike fiyatlanacak. Yl sonu hedefim: $1000a yakn. $iren $oklo $mu $usar $crdo $trx #altn #gm #bakr #silver" [X Link](https://x.com/norveclifinance/status/2018952658434896368) 2026-02-04T07:39Z [---] followers, [---] engagements "Stifel also maintained a Buy rating following a meeting with Credos management setting a price target of $225. $crdo" [X Link](https://x.com/norveclifinance/status/2018983511559159899) 2026-02-04T09:42Z [---] followers, [---] engagements "If #silver goes to $200 solar gets too expensive. Capital doesnt argue with ideology. It rotates. Solar expensive Nuclear (SMR) inevitable $OKLO $SMR" [X Link](https://x.com/norveclifinance/status/2019024698244239633) 2026-02-04T12:26Z [---] followers, [---] engagements "This is also positive for $CRDO. Capital is flowing straight into data centers. $CRDO $MU #AI #DataCenters #Semiconductors Google has massively increased its CapEx. Micron $MU memory powers Googles TPUs. This news benefits Micron the most. #GOOGL #MU #AI #TPU #HBM Google has massively increased its CapEx. Micron $MU memory powers Googles TPUs. This news benefits Micron the most. #GOOGL #MU #AI #TPU #HBM" [X Link](https://x.com/norveclifinance/status/2019165015778193419) 2026-02-04T21:43Z [---] followers, [---] engagements "Long $mu $crdo $GOOGL said 60% of capex is going toward servers & machines with 40% into data centers & networking. About 50% of [----] ML compute goes to Google Cloud which means half of their AI compute is being directed toward revenue-generating external demand. https://t.co/TNJjINudpn $GOOGL said 60% of capex is going toward servers & machines with 40% into data centers & networking. About 50% of [----] ML compute goes to Google Cloud which means half of their AI compute is being directed toward revenue-generating external demand. https://t.co/TNJjINudpn" [X Link](https://x.com/norveclifinance/status/2019178854573572507) 2026-02-04T22:38Z [---] followers, [---] engagements "NVIDIA today trades around 2224x forward P/E. If Micron prints [----] EPS of $43 and gets the same multiple: $MU = [--] (2224) = $950$1030. Same AI wave. Memory is the bottleneck. $MU $NVDA Someone's buying 16DTE $MU bulls for $13.7M https://t.co/sJF8JxdD8h Someone's buying 16DTE $MU bulls for $13.7M https://t.co/sJF8JxdD8h" [X Link](https://x.com/norveclifinance/status/2019321863542022271) 2026-02-05T08:07Z [---] followers, [---] engagements "Capital is flowing into Micron. Those who fail to see it today may regret it when $MU hits $1000. Micron keeps raising prices. AI is dependent on Microns memory. And being a U.S. company significantly increases its potential to reach a $5T valuation over the next five years. Qualcomm $QCOM CEO Cristiano Amon said today: Industrywide memory shortages and price increases are likely to define the overall scale of the handset industry https://t.co/mGdAHMvInn Qualcomm $QCOM CEO Cristiano Amon said today: Industrywide memory shortages and price increases are likely to define the overall scale of" [X Link](https://x.com/norveclifinance/status/2019325600968692222) 2026-02-05T08:21Z [---] followers, [---] engagements "@ProfKayaFinance Para $mu ya akyor" [X Link](https://x.com/norveclifinance/status/2019338042499297593) 2026-02-05T09:11Z [---] followers, [---] engagements "$MU ve $CRDO ya akyor paralar. [----] CAPEX: $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B est $AMZN - *tomorrow vs $145B est The hyperscalers are going all in on AI. https://t.co/tjBmEmF49Q [----] CAPEX: $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B est $AMZN - *tomorrow vs $145B est The hyperscalers are going all in on AI. https://t.co/tjBmEmF49Q" [X Link](https://x.com/norveclifinance/status/2019349239864914024) 2026-02-05T09:55Z [---] followers, [---] engagements "$mu hedefim $1000" [X Link](https://x.com/norveclifinance/status/2019374464635642145) 2026-02-05T11:36Z [---] followers, [---] engagements "@DeItaone Long $mu" [X Link](https://x.com/norveclifinance/status/2019414995914592698) 2026-02-05T14:17Z [---] followers, [---] engagements "Long $mu 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 prices jumped from $450 in" [X Link](https://x.com/norveclifinance/status/2019434878945882340) 2026-02-05T15:36Z [---] followers, [---] engagements "@DeItaone Long $mu" [X Link](https://x.com/norveclifinance/status/2019434918301036800) 2026-02-05T15:36Z [---] followers, [---] engagements "Micron is unstoppable. Long $MU Memory shortage is worse and will extend into [----] We got big CAPEX revisions The easiest way to make money is to bet on memory rn Memory shortage is worse and will extend into [----] We got big CAPEX revisions The easiest way to make money is to bet on memory rn" [X Link](https://x.com/norveclifinance/status/2019442832545566800) 2026-02-05T16:07Z [---] followers, [---] engagements "AEC (active electrical cable) teknolojisinde patentleri var ve lisans geliri de yazyor: 3M ve Siemon ile AEC patent lisans anlamalar yaptlar. Bu seviyede SerDes + DSP dk g + yksek hz kombinasyonunda rakip ok az. AI GPU ile deil interconnect ile leklenir. $CRDO CRDO veri merkezi CAPEX patlamasnn gizli balant kazanan. AI sadece GPU deil interconnect (yksek hzl balant) ile lekleniyor. Credonun SerDes + DSP tabanl AEC altyaps daha dk g daha iyi sinyal daha ucuz lek demek. Rakip az talep dev. $CRDO CRDO veri merkezi CAPEX patlamasnn gizli balant kazanan. AI sadece GPU deil interconnect (yksek hzl" [X Link](https://x.com/norveclifinance/status/2019473180226621875) 2026-02-05T18:08Z [---] followers, [---] engagements "@financialjuice Long $mu" [X Link](https://x.com/norveclifinance/status/2019485325496586337) 2026-02-05T18:56Z [---] followers, [---] engagements "Long $mu Memory is in sooo much demand that $NVDA is willing to give up a multi-billion-dollar business to keep more memory available for their higher margin products. This is extremely bullish for $MU Memory is in sooo much demand that $NVDA is willing to give up a multi-billion-dollar business to keep more memory available for their higher margin products. This is extremely bullish for $MU" [X Link](https://x.com/norveclifinance/status/2019504669903523885) 2026-02-05T20:13Z [---] followers, [---] engagements "Micron is heading to $1000. AI demand is 3x supply prices are rising aggressively and Big Tech has no alternative. When pricing power meets scale outcomes are inevitable. $MU $NVDA $AMD $AMZN $AAPL #AI #Semiconductors #DataCenters #PricingPower #BigTech" [X Link](https://x.com/norveclifinance/status/2019525193350410636) 2026-02-05T21:35Z [---] followers, [----] engagements "@barisesen Para $mu ve $crdo ya akyor" [X Link](https://x.com/norveclifinance/status/2019676898146881797) 2026-02-06T07:37Z [---] followers, [---] engagements "@CaseyTurk579 $mu" [X Link](https://x.com/norveclifinance/status/2019678595799740654) 2026-02-06T07:44Z [---] followers, [---] engagements "@sama You can buy AI chips from many different companies. But for memory youre dependent on $MU. And for the fastest highest-quality interconnect youre dependent on $CRDO" [X Link](https://x.com/norveclifinance/status/2019679871212089439) 2026-02-06T07:49Z [---] followers, [---] engagements "@BerkUcmz $mu ve $crdo favorim" [X Link](https://x.com/norveclifinance/status/2019680684944814125) 2026-02-06T07:52Z [---] followers, [---] engagements "@ftr_investors @EconomyApp Long $mu $crdo" [X Link](https://x.com/norveclifinance/status/2019685413569601985) 2026-02-06T08:11Z [---] followers, [---] engagements "@jimcramer Long $mu $crdo" [X Link](https://x.com/norveclifinance/status/2019742510810116116) 2026-02-06T11:58Z [---] followers, [---] engagements "@TheTechInvest Long $mu $crdo $iren $oklo" [X Link](https://x.com/norveclifinance/status/2019743265684107698) 2026-02-06T12:01Z [---] followers, [---] engagements "@DeItaone Long $mu $crdo $iren $oklo" [X Link](https://x.com/norveclifinance/status/2019746433436447213) 2026-02-06T12:14Z [---] followers, [---] engagements "En dk PEG hangi hisselerde Tabiki $crdo ve $mu da. Aratrn yorumlara daha iyilerini bulursanz yazn. 📈 [--] ubat in En yi Byme Hisseleri👇 Zacks Equity Research [--] ubat itibaryla Al notuna sahip ve gl byme zellikleri gsteren [--] hisseyi ne kard. 🏦 Washington Trust Bancorp ( $WASH) Zacks Rank: #1 (Gl Al) Kazan beklentisi art: Son [--] gnde %73 PEG https://t.co/Dijuge0OuF 📈 [--] ubat in En yi Byme Hisseleri👇 Zacks Equity Research [--] ubat itibaryla Al notuna sahip ve gl byme zellikleri gsteren [--] hisseyi ne kard. 🏦 Washington Trust Bancorp ( $WASH) Zacks Rank: #1 (Gl Al) Kazan beklentisi art: Son [--] gnde" [X Link](https://x.com/norveclifinance/status/2019754730323395020) 2026-02-06T12:47Z [---] followers, [---] engagements "@cfromhertz Long $mu $crdo" [X Link](https://x.com/norveclifinance/status/2019756360053784646) 2026-02-06T12:53Z [---] followers, [---] engagements "@JasonL_Capital $crdo $mu" [X Link](https://x.com/norveclifinance/status/2019762944712540432) 2026-02-06T13:19Z [---] followers, [---] engagements "@JesseCohenInv Long $mu $crdo" [X Link](https://x.com/norveclifinance/status/2019764876961263975) 2026-02-06T13:27Z [---] followers, [---] engagements "@DeItaone Long $mu and $crdo" [X Link](https://x.com/norveclifinance/status/2019770418182119514) 2026-02-06T13:49Z [---] followers, [---] engagements "China memory headline is noise. This is PC DDR5 not AI memory. It doesnt touch HBM or hyperscaler-grade DRAM so it doesnt impact Micron at all. $MU" [X Link](https://x.com/norveclifinance/status/2019773978055717301) 2026-02-06T14:03Z [---] followers, [----] engagements "@wallstengine This take ignores reality. Microns AI memory is sold out into [----] DRAM prices are up 90% QoQ and MU is massively expanding U.S. fabs. AI memory is supply-constrained and U.S. policy wont allow China to fill that gap. $MU" [X Link](https://x.com/norveclifinance/status/2019775906986799542) 2026-02-06T14:11Z [---] followers, [----] engagements "This take ignores reality. Microns AI memory is sold out into [----] DRAM prices are up 90% QoQ and MU is massively expanding U.S. fabs. AI memory is supply-constrained and U.S. policy wont allow Sk Hynx and Samsung to fill that gap. $MU 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" [X Link](https://x.com/norveclifinance/status/2019776102105800789) 2026-02-06T14:12Z [---] followers, [----] engagements "@wallstengine Micron fake news is getting silly. The U.S. Commerce Secretary just broke ground on Microns $100B New York megafab. $MU is the U.S. AI-memory play. If imports try to undercut tariffs will come. One of the cleanest 3-year bets. $MU" [X Link](https://x.com/norveclifinance/status/2019778015413043420) 2026-02-06T14:19Z [---] followers, [----] engagements "Micron fake news is getting silly. The U.S. Commerce Secretary just broke ground on Microns $100B New York megafab. $MU is the U.S. AI-memory play. If imports try to undercut tariffs will come. One of the cleanest 3-year bets. $MU 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" [X Link](https://x.com/norveclifinance/status/2019778087517344237) 2026-02-06T14:19Z [---] followers, [----] engagements "@Beth_Kindig Micron fake news is getting silly. The U.S. Commerce Secretary just broke ground on Microns $100B New York megafab. $MU is the U.S. AI-memory play. If imports try to undercut tariffs will come. One of the cleanest 3-year bets. $MU" [X Link](https://x.com/norveclifinance/status/2019808790661718233) 2026-02-06T16:21Z [---] followers, [----] engagements "@RJCcapital Long $mu $crdo" [X Link](https://x.com/norveclifinance/status/2019824219434152080) 2026-02-06T17:23Z [---] followers, [---] engagements "@DeItaone My old favorite was $NVDA now its $MU. Even if Big Tech builds its own GPUs/TPUs at scale the bottleneck is memory. In the U.S. that memory comes from Micron. Big Tech depends on $MU" [X Link](https://x.com/norveclifinance/status/2019826282247385453) 2026-02-06T17:31Z [---] followers, [---] engagements "@DeItaone My old favorite was $NVDA now its $MU. Even if Big Tech builds its own GPUs/TPUs at scale the bottleneck is memory. In the U.S. that memory comes from Micron. Big Tech depends on $MU" [X Link](https://x.com/norveclifinance/status/2019826326899974213) 2026-02-06T17:31Z [---] followers, [---] engagements "@financialjuice Long $mu $crdo" [X Link](https://x.com/norveclifinance/status/2019827256907231253) 2026-02-06T17:35Z [---] followers, [---] engagements "Hey @nvidia this looks like fake news. Please confirm or deny ASAP. 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 $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia ordering Micron HBM. We expect Nvidias HBM4 supply to consolidate SK Hynix and Samsung at a 70/30 split" [X Link](https://x.com/norveclifinance/status/2019828613563171117) 2026-02-06T17:40Z [---] followers, [---] engagements "Micron ($MU) is building new U.S. fabs. As AI demand keeps exploding MU turns that capacity into pricing power. This isnt just memory anymore its the AI bottleneck. In [--] years MU can evolve into a $5T giant. $MU #AI #HBM #DRAM $MU Revenue/Profit Expansion Is REAL & 100% AMERICAN Idaho fab achieved major structural milestone [-----] tons of American steel Cleanroom size of [--] football stadiums https://t.co/WulC6z3YFt $MU Revenue/Profit Expansion Is REAL & 100% AMERICAN Idaho fab achieved major structural milestone [-----] tons of American steel Cleanroom size of [--] football stadiums" [X Link](https://x.com/norveclifinance/status/2019847206933766199) 2026-02-06T18:54Z [---] followers, [---] engagements "Yeni Fed bakan sreciyle birlikte 2026da agresif faiz indirimleri ihtimali masada. Piyasa yumuak ini + likidite kokusunu alrsa tarihsel lekte bir boa dngs grrz. Ben bu boada 10x potansiyel grdm favorilere odaklanyorum: $MU $CRDO $USAR $OKLO $SMR $IREN" [X Link](https://x.com/norveclifinance/status/2019860905803067433) 2026-02-06T19:49Z [---] followers, [---] engagements "AI changes the world via infrastructure not IQ. It must write + recall data in milliseconds: fast memory + fast interconnect. The bottleneck isnt compute its memory/bandwidth. $MU + $CRDO are unstoppable. Bir ABDli takipim. Ayn fikirdeyim $mu durdurulamaz. https://t.co/MSUzSimiTR Bir ABDli takipim. Ayn fikirdeyim $mu durdurulamaz. https://t.co/MSUzSimiTR" [X Link](https://x.com/norveclifinance/status/2019874645865091250) 2026-02-06T20:43Z [---] followers, [---] engagements "Big bullish flow on $MU: $16M premium put sold (Feb [--] [--] $395 strike). Sold puts = bullish. Theyre getting paid to buy dips and betting MU stays above the strike. Smart money positioning. $MU - $15.9M Put seller (bullish) https://t.co/xDznnkdE10 $MU - $15.9M Put seller (bullish) https://t.co/xDznnkdE10" [X Link](https://x.com/norveclifinance/status/2019878011580100632) 2026-02-06T20:57Z [---] followers, [---] engagements "My year-end price target for Micron $MU:$1000. AI memory demand is 3x supply pricing is moving up and fast rate cuts are coming. Analysts will raise targets after the move. Im calling it now. $MU" [X Link](https://x.com/norveclifinance/status/2019890899551936940) 2026-02-06T21:48Z [---] followers, [---] engagements "Long $mu $crdo Memory Mania: How a Once-in-Four-Decades Shortage Is Fueling a Memory Boom Prices are doubling again Supercycle is bigger and could last longer than you think. https://t.co/5mIBKY1PBL Memory Mania: How a Once-in-Four-Decades Shortage Is Fueling a Memory Boom Prices are doubling again Supercycle is bigger and could last longer than you think. https://t.co/5mIBKY1PBL" [X Link](https://x.com/norveclifinance/status/2019892392287944946) 2026-02-06T21:54Z [---] followers, [---] engagements "AI-Driven Memory Supercycle: Bigger Longer and a Shortage that is Harder to Solve. $MU is UNSTOPPABLE Micron $MU iin yl sonu hedef fiyatm: [-----] dolar. Yapay zeka belleinde talep arzn [--] kat fiyatlar yukar gidiyor ve hzl faiz indirimleri geliyor. Analistler her zamanki gibi hareketten sonra hedef artrr. Ben imdiden sylyorum. Micron $MU iin yl sonu hedef fiyatm: [-----] dolar. Yapay zeka belleinde talep arzn [--] kat fiyatlar yukar gidiyor ve hzl faiz indirimleri geliyor. Analistler her zamanki gibi hareketten sonra hedef artrr. Ben imdiden sylyorum" [X Link](https://x.com/norveclifinance/status/2019893356956942720) 2026-02-06T21:57Z [---] followers, [---] engagements "Fully agree. With AI hardware is no longer a classic cyclical trade. Demand is structural and multi-year not short spikes. Memory and infrastructure now have sustained pricing power. $MU cant be analyzed with the old cycle mindset. Katlyorum. AI ile birlikte donanm artk klasik dngsel deil. Talep ksa pikler deil yllara yaylan yapsal byme retiyor. Bellek ve altyapda sreklilik var. Bu yzden $MU gibi isimler eski ereveyle okunamaz. Katlyorum. AI ile birlikte donanm artk klasik dngsel deil. Talep ksa pikler deil yllara yaylan yapsal byme retiyor. Bellek ve altyapda sreklilik var. Bu yzden $MU gibi" [X Link](https://x.com/norveclifinance/status/2019900990380531828) 2026-02-06T22:28Z [---] followers, [---] engagements "U.S. AI chip players (public large/active): at least [--]. U.S. AI compute memory (HBM/DRAM): [--] company = Micron. Are you investing in AI chip makers where [--] companies compete or in the only U.S. AI memory producer Micron $MU $NVDA $AMD $INTC $QCOM U.S. tech giants are massively increasing CAPEX effectively tripling Micron and Credos revenues. With memory supply constrained Micron keeps raising prices. When demand runs 3x supply factories turn into money-printing machines. $MU $CRDO $NVDA $AMD $AMZN $MSFT $META $GOOGL https://t.co/EodQCETJu7 U.S. tech giants are massively increasing CAPEX" [X Link](https://x.com/norveclifinance/status/2020082596689137889) 2026-02-07T10:29Z [---] followers, [---] engagements "$CRDO iin 10x beklentim net: AI veri merkezlerinde darboaz compute deil balant ve bellek $mu. CAPEX arttka port says ve hz ihtiyac patlyor. SerDes/DSP + AEC zorunlu hale geliyor. Credo bu katmanda gl IPye sahip; AEC patentlerini 3Mye lisanslad. $CRDO ABDli teknoloji devleri veri merkezi iin CAPEXi coturdu. Bu para dorudan $MU ve $CRDOya akyor. Bellek arz kt talep arzn [--] kat. Micron bu yzden durmadan zam yapyor. Sonu: Fabrikalar resmen para basma makinesi gibi alyor. $MU $CRDO https://t.co/rtDBOKGv45 ABDli teknoloji devleri veri merkezi iin CAPEXi coturdu. Bu para dorudan $MU ve $CRDOya akyor." [X Link](https://x.com/norveclifinance/status/2020087740927471809) 2026-02-07T10:50Z [---] followers, [----] engagements "@SemiAnalysis_ did you actually publish this claim about $MU and Nvidia Rubin HBM Im not seeing it anywhere credible. If this is fake can you call it out and share the original link or source" [X Link](https://x.com/norveclifinance/status/2020151661696549259) 2026-02-07T15:04Z [---] followers, [---] engagements "Micron Abdli tek AI bellek reticisi;) $mu 1000$ yolcusu. #Micron #MU #AI #ArtificialIntelligence #Semiconductors #Memory #DRAM #HBM #DataCenter #BigTech #Nasdaq #USStocks #WallStreet #TechStocks #AIBoom #Borsa #Yatrm #Yatrmc #Finans #Hisse #HisseSenedi #UzunVade" [X Link](https://x.com/norveclifinance/status/2020189995076903176) 2026-02-07T17:36Z [---] followers, [---] engagements "Dont focus on AI chip makers. That space is crowded and brutally competitive. Focus on $MU. In the U.S. AI memory has one real player and pricing power sits there" [X Link](https://x.com/norveclifinance/status/2020192990929846480) 2026-02-07T17:48Z [---] followers, [----] engagements "$MU $NVDA $AMD $INTC $AAPL $GOOGL $AMZN $MSFT $META $AVGO $QCOM $TSLA #Cerebras #Groq #Tenstorrent #SambaNova #Yatrm #Borsa #WallStreet #ABD #YapayZeka #AI #Teknoloji #Hisse #UzunVade #Finans" [X Link](https://x.com/norveclifinance/status/2020194264123322470) 2026-02-07T17:53Z [---] followers, [---] engagements "@SAF_TURK Manish Bhatias sale was pre-planned (10b5-1). Not a thesis-breaker. What matters more: Micron board member Mark Liu (ex-TSMC) just bought nearly $8M of $MU with his own cash. Thats real conviction" [X Link](https://x.com/norveclifinance/status/2020417690721190109) 2026-02-08T08:41Z [---] followers, [---] engagements "Yani ; $crdo $mu $iren $usar $smr $oklo" [X Link](https://x.com/norveclifinance/status/2020431444104052781) 2026-02-08T09:36Z [---] followers, [--] engagements "@SAF_TURK $smr ve $oklo ite " [X Link](https://x.com/norveclifinance/status/2020437507113099673) 2026-02-08T10:00Z [---] followers, [---] engagements "@Investingcom Long $mu $crdo" [X Link](https://x.com/norveclifinance/status/2020439174189297915) 2026-02-08T10:06Z [---] followers, [---] engagements "$oklo nun arkasndaki isim Kral 👑 Sam. #SONDAKKA Yalanmay geciktirmeyi hedefleyen Retro Biosciencesn RTR242 adl ilac Faz [--] insan testlerine balad. irket OpenAInin CEOsu Sam Altman tarafndan yaplan [---] milyon dolarlk kiisel yatrmla kuruldu. https://t.co/KVeYfCILOf #SONDAKKA Yalanmay geciktirmeyi hedefleyen Retro Biosciencesn RTR242 adl ilac Faz [--] insan testlerine balad. irket OpenAInin CEOsu Sam Altman tarafndan yaplan [---] milyon dolarlk kiisel yatrmla kuruldu. https://t.co/KVeYfCILOf" [X Link](https://x.com/norveclifinance/status/2020452040875376826) 2026-02-08T10:57Z [---] followers, [---] engagements "@hsnertt34 Veri merkezi tedarikilerine odaklanmak mantkl $crdo $mu" [X Link](https://x.com/norveclifinance/status/2020556499617972278) 2026-02-08T17:53Z [---] followers, [---] engagements "@OMRONC48 Ben topluyorum; d alm frsat olarak deerlendirdim. Dn net bir sebebini gremedim. stelik analistler hedef fiyatlarn artrd ve patentlerinden gelirleri olacak. $crdo $mu" [X Link](https://x.com/norveclifinance/status/2020557867154100572) 2026-02-08T17:58Z [---] followers, [---] engagements "Ben $mu $crdo $iren $oklo $usar $smr de 10x bekliyorum derken bu paralarn bu irketlere akacan bildiim iin dedim. Amerika Birleik Devletlerinin: SADECE bu yl iinde TEKNOLOJYE harcayaca para: [-------------] Dolar. SADECE teknolojiye harcayacaklar para. Twit bu kadar. Amerika Birleik Devletlerinin: SADECE bu yl iinde TEKNOLOJYE harcayaca para: [-------------] Dolar. SADECE teknolojiye harcayacaklar para. Twit bu kadar" [X Link](https://x.com/norveclifinance/status/2020568934244598225) 2026-02-08T18:42Z [---] followers, [---] engagements "@ProfDemirtas Ben $mu $crdo $iren $oklo $usar $smr de 10x bekliyorum derken bu paralarn bu irketlere akacan bildiim iin dedim" [X Link](https://x.com/norveclifinance/status/2020568983162835162) 2026-02-08T18:42Z [---] followers, [---] engagements "Ben $mu $crdo $iren $oklo $usar $smr de 10x bekliyorum derken bu paralarn bu irketlere akacan bildiim iin dedim" [X Link](https://x.com/norveclifinance/status/2020569342706942206) 2026-02-08T18:44Z [---] followers, [---] engagements "@ProfDemirtas Ben $mu $crdo $iren $oklo $usar $smr de 10x bekliyorum derken bu paralarn bu irketlere akacan bildiim iin dedim" [X Link](https://x.com/norveclifinance/status/2020569653936902281) 2026-02-08T18:45Z [---] followers, [---] engagements "$MU is UNSTOPPABLE $MU The LLM era ends in sameness: every model feels the same. True advantage Near-infinite memory Forgetful Chatbots Lifelong Companions that recall every bit of your history & world data for flawless contextualization Scale that to 8B humans. How much memory do we need https://t.co/bJmbsrkYoE $MU The LLM era ends in sameness: every model feels the same. True advantage Near-infinite memory Forgetful Chatbots Lifelong Companions that recall every bit of your history & world data for flawless contextualization Scale that to 8B humans. How much memory do we need" [X Link](https://x.com/norveclifinance/status/2020767396420628657) 2026-02-09T07:51Z [---] followers, [---] engagements "$MU is unstoppable $MU Still Heating Up: Memory Price Outlook for 1Q26 Sharply Upgraded DRAM costs are surging way harder than NAND. With Micron 80% exposed to HBM/DRAM and just 20% NAND. This is not just tailwind it's a paradigm shift. https://t.co/E0mc8zLFob $MU Still Heating Up: Memory Price Outlook for 1Q26 Sharply Upgraded DRAM costs are surging way harder than NAND. With Micron 80% exposed to HBM/DRAM and just 20% NAND. This is not just tailwind it's a paradigm shift. https://t.co/E0mc8zLFob" [X Link](https://x.com/norveclifinance/status/2020773829497508077) 2026-02-09T08:16Z [---] followers, [---] engagements "Elon $MU pumplyor;) Micron robotik ve agentic AInin her katmannda var: anlk zeka iin HBM alma/renme dngs iin DRAM kalc hafza iin NAND/SSD. Compute tek bana yetmez. Bellek bant genilii ve kapasitesi olmadan robot almaz. ELON: AI AND ROBOTICS WILL 100X THE WORLD ECONOMY Things do get kind of wild from an economic standpoint because at a certain point with AI and robotics you can actually increase the global economy by a factor of [--] or maybe [---]. There's no obvious limit. Optimus is kind https://t.co/5olIhwWD0g ELON: AI AND ROBOTICS WILL 100X THE WORLD ECONOMY Things do get kind of wild from an" [X Link](https://x.com/norveclifinance/status/2020780411161358494) 2026-02-09T08:42Z [---] followers, [---] engagements "Micron $MU sits across the entire robotics and agentic AI stack: HBM for real-time intelligence DRAM for working and learning loops and NAND/SSD for long-term memory. Compute alone isnt enough. Without memory bandwidth and capacity robots dont work. ELON: AI AND ROBOTICS WILL 100X THE WORLD ECONOMY Things do get kind of wild from an economic standpoint because at a certain point with AI and robotics you can actually increase the global economy by a factor of [--] or maybe [---]. There's no obvious limit. Optimus is kind https://t.co/5olIhwWD0g ELON: AI AND ROBOTICS WILL 100X THE WORLD ECONOMY" [X Link](https://x.com/norveclifinance/status/2020780585606656461) 2026-02-09T08:43Z [---] followers, [----] engagements "Yalan olduu ortaya kt ama bizim %10-15 ykselii engellediler. $MU ucuza toplamak isteyenlerin yalan. 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/norveclifinance/status/2020792369889591644) 2026-02-09T09:30Z [---] followers, [---] engagements "Birileri aka yapyor olmal;) Bana toplama frsat veriyorlar. $mu" [X Link](https://x.com/norveclifinance/status/2020800996633375182) 2026-02-09T10:04Z [---] followers, [---] engagements "@PubNasdaq nce irketlerin AI yatrm yapmasn sonra AI gerekten kullanp leklemesini beklemek ve ancak ondan sonra yatrm yapmak daha mantkl deil mi Ben o aamay beklemek yerine ilk para aknn gittii yere bakyorum. u an asl AI tedarikileri: $MU $CRDO" [X Link](https://x.com/norveclifinance/status/2020809552392868233) 2026-02-09T10:38Z [---] followers, [---] engagements "Dolandrclar i banda. irket para basyor; hisseyi dipten toplamak isteyenler yalanlarla ve normal hacmin yalnzca 1/60 seviyesindeki pre-market ilemlerle alg yaratp baz yatrmclar sata zorluyor. $mu" [X Link](https://x.com/norveclifinance/status/2020827510389489874) 2026-02-09T11:49Z [---] followers, [----] engagements "Cuma Micron pay yok dediler; algolar satt. imdi HBM4te pay %20 diyorlar. Micron [--] eyrekte %95 zam yapt. ABDli retici varken ABD devleri dardan m alacak Trump [---] milyar $ yatrm yapan $MU ya gvenceleri verdi" [X Link](https://x.com/norveclifinance/status/2020829180305567995) 2026-02-09T11:56Z [---] followers, [----] engagements "@b_borsaci_ ABDde [--] A ip reticisi var AI bellei [--] tane Micron. $mu" [X Link](https://x.com/norveclifinance/status/2020843136055136618) 2026-02-09T12:52Z [---] followers, [---] engagements "@b_borsaci_ Sevda deil rakamlar $mu al diyor. $crdo hakknda yazdm daha nce" [X Link](https://x.com/norveclifinance/status/2020847903191773193) 2026-02-09T13:11Z [---] followers, [---] engagements "u an taptklar tam olarak bu bana alm frsat veriyorlar. $mu Never bet against Trump and Micron. #Trump #Micron #MU #AI #Semiconductors #HBM #CAPEX #USManufacturing #WallStreet #Markets $MU $CRDO https://t.co/SgMjzizlM3 Never bet against Trump and Micron. #Trump #Micron #MU #AI #Semiconductors #HBM #CAPEX #USManufacturing #WallStreet #Markets $MU $CRDO https://t.co/SgMjzizlM3" [X Link](https://x.com/norveclifinance/status/2020854050959323340) 2026-02-09T13:35Z [---] followers, [---] engagements "Theyre pushing FUD on Micron but the setup is clear: TrendForce sees DRAM contracts up 90-95% QoQ in Q126 and Street notes talk about [----] supply being effectively sold out. $MU is unstoppable. Every dip is a buy for me. 🔥 $MU #AI #HBM #DRAM Never bet against Trump and Micron. #Trump #Micron #MU #AI #Semiconductors #HBM #CAPEX #USManufacturing #WallStreet #Markets $MU $CRDO https://t.co/SgMjzizlM3 Never bet against Trump and Micron. #Trump #Micron #MU #AI #Semiconductors #HBM #CAPEX #USManufacturing #WallStreet #Markets $MU $CRDO https://t.co/SgMjzizlM3" [X Link](https://x.com/norveclifinance/status/2020855307937644886) 2026-02-09T13:40Z [---] followers, [---] engagements "@StockSavvyShay Theyre pushing FUD on Micron but the setup is clear: TrendForce sees DRAM contracts up 90-95% QoQ in Q126 and Street notes talk about [----] supply being effectively sold out. $MU is unstoppable. Every dip is a buy for me. 🔥 $MU #AI #HBM #DRAM" [X Link](https://x.com/norveclifinance/status/2020855481703547065) 2026-02-09T13:41Z [---] followers, [----] engagements "@wallstengine Theyre pushing FUD on Micron but the setup is clear: TrendForce sees DRAM contracts up 90-95% QoQ in Q126 and Street notes talk about [----] supply being effectively sold out. $MU is unstoppable. Every dip is a buy for me. 🔥 $MU #AI #HBM #DRAM" [X Link](https://x.com/norveclifinance/status/2020855507532095930) 2026-02-09T13:41Z [---] followers, [---] engagements "@CEOStockWatcher Theyre pushing FUD on Micron but the setup is clear: TrendForce sees DRAM contracts up 90-95% QoQ in Q126 and Street notes talk about [----] supply being effectively sold out. $MU is unstoppable. Every dip is a buy for me. 🔥 $MU #AI #HBM #DRAM" [X Link](https://x.com/norveclifinance/status/2020855549689008406) 2026-02-09T13:41Z [---] followers, [---] engagements "@jukan05 Theyre pushing FUD on Micron but the setup is clear: TrendForce sees DRAM contracts up 90-95% QoQ in Q126 and Street notes talk about [----] supply being effectively sold out. $MU is unstoppable. Every dip is a buy for me. 🔥 $MU #AI #HBM #DRAM" [X Link](https://x.com/norveclifinance/status/2020855572157915589) 2026-02-09T13:41Z [---] followers, [---] engagements "@paurooteri Theyre pushing FUD on Micron but the setup is clear: TrendForce sees DRAM contracts up 90-95% QoQ in Q126 and Street notes talk about [----] supply being effectively sold out. $MU is unstoppable. Every dip is a buy for me. 🔥 $MU #AI #HBM #DRAM" [X Link](https://x.com/norveclifinance/status/2020855612033167688) 2026-02-09T13:41Z [---] followers, [---] engagements "Micron sahneye kyor. Wolfe Research konferansnda gerekleri anlatacak. FUD basanlar piman olacak. Ben sert bir hareket bekliyorum: $MU nun 600e hzl gitmesi artmaz. Takvim: [--] ubat 08:50 ET. $MU" [X Link](https://x.com/norveclifinance/status/2020861002103869931) 2026-02-09T14:03Z [---] followers, [----] engagements "Micron is about to set the record straight at the Wolfe Research conference. The FUD crowd will regret it. Im expecting a sharp move: $MU to [---] faster than people think. Feb [--] 8:50am ET. $MU Micron sahneye kyor. Wolfe Research konferansnda gerekleri anlatacak. FUD basanlar piman olacak. Ben sert bir hareket bekliyorum: $MU nun 600e hzl gitmesi artmaz. Takvim: [--] ubat 08:50 ET. $MU https://t.co/7OwDbqaAdP Micron sahneye kyor. Wolfe Research konferansnda gerekleri anlatacak. FUD basanlar piman olacak. Ben sert bir hareket bekliyorum: $MU nun 600e hzl gitmesi artmaz. Takvim: [--] ubat 08:50 ET." [X Link](https://x.com/norveclifinance/status/2020861227451232642) 2026-02-09T14:03Z [---] followers, [----] engagements "Bellek kimden Bu byme ile $mu uar. OpenAI CEO Sam Altman told employees that the company is "back to exceeding 10% monthly growth" via CNBC https://t.co/yljZeYBkRz OpenAI CEO Sam Altman told employees that the company is "back to exceeding 10% monthly growth" via CNBC https://t.co/yljZeYBkRz" [X Link](https://x.com/norveclifinance/status/2020861851769225446) 2026-02-09T14:06Z [---] followers, [----] engagements "@StockMKTNewz Long $mu" [X Link](https://x.com/norveclifinance/status/2020861930882130126) 2026-02-09T14:06Z [---] followers, [---] engagements "@MentoviaX Micron is about to set the record straight at the Wolfe Research conference. The FUD crowd will regret it. Im expecting a sharp move: $MU to [---] faster than people think. Feb [--] 8:50am ET. $MU" [X Link](https://x.com/norveclifinance/status/2020864886327181333) 2026-02-09T14:18Z [---] followers, [---] engagements "$mu bedava u an. @norveclifinance Aklayaca bilanoda 10milyar dolarn zerinde kar bekleniyor gelecek eyreklerde daha da arttrabilir bu karll. Byle bir senaryoda fk yaklak [--] a der. Byle bir irket iin ok iyi bir frsat. Ytd. @norveclifinance Aklayaca bilanoda 10milyar dolarn zerinde kar bekleniyor gelecek eyreklerde daha da arttrabilir bu karll. Byle bir senaryoda fk yaklak [--] a der. Byle bir irket iin ok iyi bir frsat. Ytd" [X Link](https://x.com/norveclifinance/status/2020867215982051329) 2026-02-09T14:27Z [---] followers, [---] engagements "Micron $MU is one of the cheapest ways to play AI infrastructure. Forward P/E 1012x and PEG [---] while AI memory pricing power is accelerating. This irrational discount wont last. My year-end PT: $1000" [X Link](https://x.com/norveclifinance/status/2020869051283571113) 2026-02-09T14:35Z [---] followers, [---] engagements "Micron $MU AI altyapsnda en ucuzlardan. leriye dnk F/K yaklak 10-12x PEG yaklak [--]. AI bellek talebi ve fiyatlama gc artyor. Bu irrasyonel iskonto uzun srmez. Yl sonu hedefim: 1.000$" [X Link](https://x.com/norveclifinance/status/2020869161094668308) 2026-02-09T14:35Z [---] followers, [----] engagements "$mu is unstoppable @wallstengine Micron fake news is getting silly. The U.S. Commerce Secretary just broke ground on Microns $100B New York megafab. $MU is the U.S. AI-memory play. If imports try to undercut tariffs will come. One of the cleanest 3-year bets. $MU @wallstengine Micron fake news is getting silly. The U.S. Commerce Secretary just broke ground on Microns $100B New York megafab. $MU is the U.S. AI-memory play. If imports try to undercut tariffs will come. One of the cleanest 3-year bets. $MU" [X Link](https://x.com/norveclifinance/status/2020869959891534303) 2026-02-09T14:38Z [---] followers, [---] engagements "$mu is unstoppable $MU This is stupid. Even if Samsung is approved theres literally not enough memory and every bit of memory that can be created. Will be sold to facilitate the build out of AI. Total and complete garbage. $MU This is stupid. Even if Samsung is approved theres literally not enough memory and every bit of memory that can be created. Will be sold to facilitate the build out of AI. Total and complete garbage" [X Link](https://x.com/norveclifinance/status/2020873416031572023) 2026-02-09T14:52Z [---] followers, [---] engagements "Yine algolar satt. Kt haber doru olsun olmasn manet dt an sat geliyor; sonra geri toplayacaklar bu haberleri yaptranlar. $MU bu seviyelerde piyasadaki en ucuz AI hissesi. $NVDA bile arpan olarak 25x daha pahal. Dolandrclar i banda. irket para basyor; hisseyi dipten toplamak isteyenler yalanlarla ve normal hacmin yalnzca 1/60 seviyesindeki pre-market ilemlerle alg yaratp baz yatrmclar sata zorluyor. $mu https://t.co/RWgmGdERVc Dolandrclar i banda. irket para basyor; hisseyi dipten toplamak isteyenler yalanlarla ve normal hacmin yalnzca 1/60 seviyesindeki pre-market ilemlerle alg yaratp baz" [X Link](https://x.com/norveclifinance/status/2020876088906293745) 2026-02-09T15:03Z [---] followers, [---] engagements "$mu is unstoppable @PolymarketMoney This reaction is truly idiotic. Share loss only matters when demand is fixed and suppliers are fighting over a static pie and in a structural shortage like memory more supply is additive to the ecosystem. $MU shouldnt be down on this. @PolymarketMoney This reaction is truly idiotic. Share loss only matters when demand is fixed and suppliers are fighting over a static pie and in a structural shortage like memory more supply is additive to the ecosystem. $MU shouldnt be down on this" [X Link](https://x.com/norveclifinance/status/2020877864460034229) 2026-02-09T15:10Z [---] followers, [---] engagements "Microna son gnlerde yalan haberlerle yaplan saldrlar sert bir ykseliin habercisi olabilir. Fonlar mal topluyor. Kt bir manet dt algoritmalar otomatik olarak satt. Bu fiyatlarda $MU piyasadaki en ucuz AI hissesi. $NVDA bile arpan olarak yaklak 25x daha pahal. Bellek kimden Bu byme ile $mu uar. Bellek kimden Bu byme ile $mu uar" [X Link](https://x.com/norveclifinance/status/2020880010794434672) 2026-02-09T15:18Z [---] followers, [----] engagements "$mu is unstoppable Pretty stupid. My said they not interested in deliver now . all sold out Pretty stupid. My said they not interested in deliver now . all sold out" [X Link](https://x.com/norveclifinance/status/2020882173146939734) 2026-02-09T15:27Z [---] followers, [---] engagements "Bellek tarafnda $MU durdurulamaz. Compute tarafnda Google TPU Amazon Trainium/Inferentia Microsoft Maia Meta MTIA Apple Tesla + $NVDA $AMD $INTC derken en az [----] oyuncu var rekabet gl. Ama ABDde AI bellekreticisi tek: Micron. 🚨 Yapay Zekann Yeni Petrol: lem Gc Sam Altman'dan Devrimsel [----] Vizyonu Sam Altman yapay zekann geleceini sadece algoritmalarla deil devasa fiziksel altyaplarla tanmlyor. Altmana gre [----] AI sistemlerinin sadece eski bilgileri harmanlad deil "zgn https://t.co/Mmg6AKh4tf 🚨 Yapay Zekann Yeni Petrol: lem Gc Sam Altman'dan Devrimsel [----] Vizyonu Sam Altman yapay zekann" [X Link](https://x.com/norveclifinance/status/2020905233820368997) 2026-02-09T16:58Z [---] followers, [---] engagements "@doongyidaddy 💯 $mu is unstoppable 🚀" [X Link](https://x.com/norveclifinance/status/2020910651300888882) 2026-02-09T17:20Z [---] followers, [---] engagements "@doongyidaddy This is why memory risk is underpriced. The world runs on DRAM and HBM and supply is concentrated. Any Korea headline becomes a price lever. The only U.S. scale DRAM winner in that scenario is $MU" [X Link](https://x.com/norveclifinance/status/2020911037264830969) 2026-02-09T17:21Z [---] followers, [---] engagements "nce korkutup malnz alrlar. Sonra FOMO ile Newtonu kandrdklar gibi zirvede size geri satarlar. $MU u an piyasadaki en ucuz AI hissesi. Micronun dn muhteem olacak. aramba gn gerekler ortaya kacak. Bundan sonraki her bilano daha iyi gelecek ve yl sonu $1000 hedefine yolculuk balayacak. $MU $CRDO $USAR $OKLO $IREN https://t.co/iwbzTE46tZ Micronun dn muhteem olacak. aramba gn gerekler ortaya kacak. Bundan sonraki her bilano daha iyi gelecek ve yl sonu $1000 hedefine yolculuk balayacak. $MU $CRDO $USAR $OKLO $IREN https://t.co/iwbzTE46tZ" [X Link](https://x.com/norveclifinance/status/2020912777674493994) 2026-02-09T17:28Z [---] followers, [---] engagements "$MU hedefim $1000" [X Link](https://x.com/norveclifinance/status/2020913882223595967) 2026-02-09T17:33Z [---] followers, [---] engagements "$MU $1000 dolar olunca [--] rakibi olan $nvda gibi fiyatlanacak. Microna son gnlerde yalan haberlerle yaplan saldrlar sert bir ykseliin habercisi olabilir. Fonlar mal topluyor. Kt bir manet dt algoritmalar otomatik olarak satt. Bu fiyatlarda $MU piyasadaki en ucuz AI hissesi. $NVDA bile arpan olarak yaklak 25x daha pahal. Microna son gnlerde yalan haberlerle yaplan saldrlar sert bir ykseliin habercisi olabilir. Fonlar mal topluyor. Kt bir manet dt algoritmalar otomatik olarak satt. Bu fiyatlarda $MU piyasadaki en ucuz AI hissesi. $NVDA bile arpan olarak yaklak 25x daha pahal" [X Link](https://x.com/norveclifinance/status/2020918695514529962) 2026-02-09T17:52Z [---] followers, [----] engagements "aramba; CEO Sanjay Mehrotra konuacak (Micronun banda yer alyor). Konuma irketin teknoloji ve ip stratejisiyle ilgili olacak zellikle otomotiv teknoloji ve yar iletken pazar trendleri zerinde durmas bekleniyor. $mu" [X Link](https://x.com/norveclifinance/status/2020922998463861212) 2026-02-09T18:09Z [---] followers, [---] engagements "Micronun hafza/AI pazar retim yatrmlar ve teknoloji ynelimleri hakknda aklamalar olmas olasl yksek. $mu" [X Link](https://x.com/norveclifinance/status/2020923383802937764) 2026-02-09T18:10Z [---] followers, [---] engagements "Micron CEO speaks on Wednesday. Expect updates on AI memory technology and capex. I see $MU moving fast toward $600. This conference wont be quiet" [X Link](https://x.com/norveclifinance/status/2020924186571702509) 2026-02-09T18:14Z [---] followers, [----] engagements "Desteklerde satp stoplar patlatanlarla yalan haberleri karanlar ayn kiiler. Dipten toplayp sonra iyi haber paylaanlarda ayn kiiler. Micron para basyor ve durdurulamaz. $mu Micron CEO speaks on Wednesday. Expect updates on AI memory technology and capex. I see $MU moving fast toward $600. This conference wont be quiet. Micron CEO speaks on Wednesday. Expect updates on AI memory technology and capex. I see $MU moving fast toward $600. This conference wont be quiet" [X Link](https://x.com/norveclifinance/status/2020928309589426514) 2026-02-09T18:30Z [---] followers, [---] engagements "@Tekstilstt aramba gn [---] zerine dzeltecek;) $mu" [X Link](https://x.com/norveclifinance/status/2020929673866494141) 2026-02-09T18:35Z [---] followers, [---] engagements "@iyiruh45045 Bykler karar veriyor. Bu listeden ucuz kalanlar ekliyorum para para. u an en ucuz $mu" [X Link](https://x.com/norveclifinance/status/2020932557534265711) 2026-02-09T18:47Z [---] followers, [---] engagements "Alphabet AI iplerinde MCRON belleklerini kullanyor. $MU para basyor ama dolandrclar yalan haberlerle acemileri avlyor. ALPHABET LAUNCHES GLOBAL BOND BLITZ TO FUND AI SPENDING Alphabet is raising $20 billion in U.S. bonds and planning its first bond sales in the UK and Switzerland including a rare 100-year bond to fund massive AI investments. The company expects up to $185 billion in capital https://t.co/OjZhrIrgn6 ALPHABET LAUNCHES GLOBAL BOND BLITZ TO FUND AI SPENDING Alphabet is raising $20 billion in U.S. bonds and planning its first bond sales in the UK and Switzerland including a rare" [X Link](https://x.com/norveclifinance/status/2020934347852067316) 2026-02-09T18:54Z [---] followers, [---] engagements "Fena deil [---] [---] grntlenme. Ksa srede bu yeni sayfamda byyor. [--] haftada [---] takipi de iyi. $mu $crdo $usar $oklo $iren $smr ykseldike sayfa da byyecek.300 hisse takip ediyorum ucuz bulduklarm ekliyorum. u an en ucuz hisse $mu" [X Link](https://x.com/norveclifinance/status/2020935561079554114) 2026-02-09T18:59Z [---] followers, [---] engagements "Algolar satt yalan haberle azar azar topluyorlar hacim yok eytan bile bunlardan ders alr. Ben de topluyorum $mu Dk hacimle dmesi pozitif" [X Link](https://x.com/norveclifinance/status/2020938926719107509) 2026-02-09T19:12Z [---] followers, [---] engagements "aramba gnnden sonra ksa srede $600 olabilir o gazla da $1000 yaparlar yl sonu. $mu aramba; Micron Technology ynetimi Wolfe Research Auto Auto Tech and Semiconductor Conferenceda sahne alacak ve etkinlik programna gre bir sunum/konuma yapacaklar. $mu aramba; Micron Technology ynetimi Wolfe Research Auto Auto Tech and Semiconductor Conferenceda sahne alacak ve etkinlik programna gre bir sunum/konuma yapacaklar. $mu" [X Link](https://x.com/norveclifinance/status/2020941308576366880) 2026-02-09T19:22Z [---] followers, [---] engagements "Ben size darboaz balant ( $crdo ) ve bellek diyip ( $mu ) iin $1000 dolar hedef vermedim mi Analistler bu ileri erken zemez onlar aylak. imdi abinizin dediini sylyorlar Goldman Warns DRAM Shortage Not The Only Bottleneck In AI Data Center Buildouts https://t.co/7L43eN2Kbc Goldman Warns DRAM Shortage Not The Only Bottleneck In AI Data Center Buildouts https://t.co/7L43eN2Kbc" [X Link](https://x.com/norveclifinance/status/2020947736795771010) 2026-02-09T19:47Z [---] followers, [---] engagements "Ben ne dedim $trx ilk hedef $2.8 $trx var altn hissesi ama dopingli. Altn %1 ykselirse $trx %10 gidiyor ;) $trx var altn hissesi ama dopingli. Altn %1 ykselirse $trx %10 gidiyor ;)" [X Link](https://x.com/norveclifinance/status/2020958660361678992) 2026-02-09T20:31Z [---] followers, [---] engagements "Bellek iin $mu ya 2x fazla deyecek ayrca $crdo da zaml fiyatlaryla bu paradan payn alacak. $mu ve $crdo $600 olunca daha fazla alcs olacak ;) Alphabet is forecasting $180B in CapEx for [----] double last year's figure. $GOOG $GOOGL https://t.co/Pe1uQD9kAA Alphabet is forecasting $180B in CapEx for [----] double last year's figure. $GOOG $GOOGL https://t.co/Pe1uQD9kAA" [X Link](https://x.com/norveclifinance/status/2020960492685230349) 2026-02-09T20:38Z [---] followers, [---] engagements "Hacimsiz bir gnden komik ve sama yalan haberle drdler. Micron kapsnda kuyruktalar srekli fiyatlar artyor. Topluyorum. Bir sonraki patlamasnda $600 zerinde mola alacak ve $1000e yryecek. $mu" [X Link](https://x.com/norveclifinance/status/2020967536662311209) 2026-02-09T21:06Z [---] followers, [---] engagements "Ben ne dedim. Kahin deilim. $mu ve $crdo hedeflerim $1000 $CRDO Credo Technology Prelim 3Q Revenue Beats Estimates (Bloomberg) -- Credo Technology reported preliminary revenue for the third quarter that beat the average analyst estimate. PRELIMINARY THIRD QUARTER RESULTS 🔹Prelim revenue $404 million to $408 million estimate $341.2 $CRDO Credo Technology Prelim 3Q Revenue Beats Estimates (Bloomberg) -- Credo Technology reported preliminary revenue for the third quarter that beat the average analyst estimate. PRELIMINARY THIRD QUARTER RESULTS 🔹Prelim revenue $404 million to $408 million" [X Link](https://x.com/norveclifinance/status/2020968472499417137) 2026-02-09T21:10Z [---] followers, [---] engagements "Evet teekkrleri alaym. Abiniz bu iin kitabn yazanlara da ders verebilir ;) $crdo ve $mu hedefim $1000" [X Link](https://x.com/norveclifinance/status/2020969205655535932) 2026-02-09T21:13Z [---] followers, [----] engagements "$crdo patlamasn ngrdm srada Micron $mu var. Karan zlecek Evet teekkrleri alaym. Abiniz bu iin kitabn yazanlara da ders verebilir ;) $crdo ve $mu hedefim $1000 https://t.co/vLl4OjXa79 Evet teekkrleri alaym. Abiniz bu iin kitabn yazanlara da ders verebilir ;) $crdo ve $mu hedefim $1000 https://t.co/vLl4OjXa79" [X Link](https://x.com/norveclifinance/status/2020971021818634292) 2026-02-09T21:20Z [---] followers, [---] engagements "Called $CRDO early. Next up is $MU. This ones still mispriced. When the tape flips the move wont wait. Dont be the guy watching it 2x from the sidelines. $MU #AI #HBM #DRAM CAPEX boom is just getting started. $MU Cloud Memory GM: 66%. $CRDO GM: 66.76% rev +224%. My target: $1000 $MU and $1000 $CRDO. CAPEX boom is just getting started. $MU Cloud Memory GM: 66%. $CRDO GM: 66.76% rev +224%. My target: $1000 $MU and $1000 $CRDO" [X Link](https://x.com/norveclifinance/status/2020975565428359560) 2026-02-09T21:38Z [---] followers, [----] engagements "Yanl kiiyi trollemeye alyorsunuz. Nvidia bellek tarafnda Microndan da tedarik eden mteri. NVDA compute MU bellek. $MU $NVDAnn rakibi deil. $NVDA compute (GPU) $MU bellek (HBM/DRAM). GPU bellek olmadan leklenmez. $nvda $mu dan [---] x daha pahal. $mu en ucuzu" [X Link](https://x.com/norveclifinance/status/2020980227007250563) 2026-02-09T21:56Z [---] followers, [---] engagements "On forward P/E NVDA trades 24.9x while MU is 11.9x. If $MU was priced like $NVDA on the same multiple its roughly $800 vs $383 today. Memory demand is exploding supply is tight. Mispricing wont last. $MU $NVDA #AI #HBM Called $CRDO early. Next up is $MU. This ones still mispriced. When the tape flips the move wont wait. Dont be the guy watching it 2x from the sidelines. $MU #AI #HBM #DRAM Called $CRDO early. Next up is $MU. This ones still mispriced. When the tape flips the move wont wait. Dont be the guy watching it 2x from the sidelines. $MU #AI #HBM #DRAM" [X Link](https://x.com/norveclifinance/status/2020983415978459459) 2026-02-09T22:09Z [---] followers, [---] engagements "$mu is unstoppable Big Tech's capex from $META $GOOGL $MSFT $AMZN exploding from $150B in Q123 to a forecast $650B+ by Q126. The money is going into data centers custom chips power cooling and networking. Amazon and Microsoft lead via cloud demand; Google and Meta are re-accelerating to https://t.co/ngD9zwUxZL Big Tech's capex from $META $GOOGL $MSFT $AMZN exploding from $150B in Q123 to a forecast $650B+ by Q126. The money is going into data centers custom chips power cooling and networking. Amazon and Microsoft lead via cloud demand; Google and Meta are re-accelerating to" [X Link](https://x.com/norveclifinance/status/2020984725242798158) 2026-02-09T22:14Z [---] followers, [---] engagements "Forward P/E gap is crazy: $AMD 32.7x vs $MU 11.9x. If Micron traded at AMDs multiple MU is $1050 vs $383 today. Memory demand is surging and supply is tight. Mispricing wont last. $MU $AMD #AI #HBM #DRAM" [X Link](https://x.com/norveclifinance/status/2020985113274687621) 2026-02-09T22:16Z [---] followers, [---] engagements "Forward P/E fark uuk: $AMD 32.7x $MU 11.9x. Micron bugn AMD gibi fiyatlansayd MU kabaca 1050$ ederdi; u an 383$. Bellek talebi patlyor arz sk. Bu yanl fiyatlama kalc deil. $MU $AMD #AI #HBM #DRAM" [X Link](https://x.com/norveclifinance/status/2020985312470778087) 2026-02-09T22:17Z [---] followers, [---] engagements "Forward P/E is wild: $INTC 103x vs $MU 11.9x. If Micron traded at Intels multiple MU is roughly $3.3K vs $383 today. Memory demand is surging supply is tight. $MU $INTC #AI #HBM #DRAM" [X Link](https://x.com/norveclifinance/status/2020985419324850309) 2026-02-09T22:17Z [---] followers, [---] engagements "Forward P/E fark komik: $INTC 103x $MU 11.9x. Micron bugn Intel gibi fiyatlansayd MU kabaca 3.3K$ ederdi; u an 383$. Bellek talebi patlyor arz sk. $MU $INTC #AI #HBM #DRAM" [X Link](https://x.com/norveclifinance/status/2020985470520635537) 2026-02-09T22:17Z [---] followers, [---] engagements "Forward P/E uuk: $TSLA 207x $MU 11.9x. Micron bugn Tesla gibi fiyatlansayd MU kabaca 6.700$ ederdi; u an 383$. Bellek talebi patlyor arz sk. Bu yanl fiyatlama kalc deil. $MU $TSLA #AI #HBM #DRAM" [X Link](https://x.com/norveclifinance/status/2020985727790547346) 2026-02-09T22:18Z [---] followers, [---] engagements "Forward P/E is extreme: $TSLA 207x vs $MU 11.9x. If Micron traded at Teslas multiple MU would be roughly $6700 versus $383 today. Memory demand is surging supply is tight. Mispricing wont last. $MU $TSLA #AI #HBM #DRAM" [X Link](https://x.com/norveclifinance/status/2020985823366451276) 2026-02-09T22:19Z [---] followers, [---] engagements "Forward P/E gap is the story. Broadcom ($AVGO) trades 34.2x forward earnings Micron ($MU) 11.9x. If $MU was priced like $AVGO on the same multiple MU is about $1100 versus $383 today. Memory demand is surging supply is tight. $MU $AVGO #AI #HBM #DRAM" [X Link](https://x.com/norveclifinance/status/2020986531414974944) 2026-02-09T22:21Z [---] followers, [---] engagements "Forward P/E fark her eyi anlatyor. Broadcom ($AVGO) 34.2x Micron ($MU) 11.9x. MU bugn AVGO gibi fiyatlansayd kabaca 1100$ ederdi u an 383$. Bellek talebi patlyor arz sk. $MU $AVGO #AI #HBM #DRAM" [X Link](https://x.com/norveclifinance/status/2020986628165206505) 2026-02-09T22:22Z [---] followers, [---] engagements "Forward P/E gap is huge. Google ($GOOGL) trades 28.7x forward earnings Micron ($MU) 11.9x. If MU was priced like GOOGL on the same multiple MU is about $924 versus $383 today. Memory is the AI bottleneck. $MU $GOOGL #AI #HBM #DRAM" [X Link](https://x.com/norveclifinance/status/2020986744511005120) 2026-02-09T22:22Z [---] followers, [---] engagements "Forward P/E fark ok byk. Google ($GOOGL) 28.7x Micron ($MU) 11.9x. MU bugn GOOGL gibi fiyatlansayd kabaca 924$ ederdi u an 383$. AIn darboaz bellek. $MU $GOOGL #AI #HBM #DRAM" [X Link](https://x.com/norveclifinance/status/2020986804242088325) 2026-02-09T22:22Z [---] followers, [---] engagements "Forward P/E tells the whole story: $PLTR 116x vs $MU 11.9x. If Micron traded at Palantirs multiple $MU would be roughly $3745 versus $383 today. Memory demand is surging and supply is tight. $MU $PLTR #AI #HBM #DRAM" [X Link](https://x.com/norveclifinance/status/2020987368858067065) 2026-02-09T22:25Z [---] followers, [---] engagements "Forward P/E her eyi anlatyor: $PLTR 116x $MU 11.9x. Micron bugn Palantir gibi fiyatlansayd $MU kabaca 3.745$ ederdi; u an 383$. Bellek talebi patlyor arz sk. $MU $PLTR #AI #HBM #DRAM" [X Link](https://x.com/norveclifinance/status/2020987425724465536) 2026-02-09T22:25Z [---] followers, [---] engagements "Forward P/E gap is absurd: $SOFI 33.9x vs $MU 11.9x. If Micron traded at SoFis multiple $MU would be roughly $1090 versus $383 today. Memory demand is surging and supply is tight. $MU $SOFI #AI #HBM #DRAM" [X Link](https://x.com/norveclifinance/status/2020987607887258002) 2026-02-09T22:26Z [---] followers, [---] engagements "Forward P/E fark uuk: $SOFI 33.9x $MU 11.9x. Micron bugn SoFi gibi fiyatlansayd $MU kabaca 1.090$ ederdi; u an 383$. Bellek talebi patlyor arz sk. $MU $SOFI #AI #HBM #DRAM" [X Link](https://x.com/norveclifinance/status/2020987657594024011) 2026-02-09T22:26Z [---] followers, [---] engagements "$MU byyor hikaye bozulmuyor: New Yorkta mega fab sahas balad Idahoda ikinci fab hzlanyor. Singapurda yeni wafer fab ve Japonya Hiroshimada HBM genilemesi. stne Tayvanda fab alm. $MU karalama FUD ama ucuzdan mal toplamak. $MU DURDURULAMAZ Micron has completed a major structural milestone of our new Idaho fab Built from [-----] tons of American steelnearly the amount used to construct the Golden Gate Bridgethe fab will support a 600000squarefoot cleanroom where we will manufacture leadingedge memory. Were https://t.co/dUBNY8S90w Micron has completed a major structural milestone of our new Idaho" [X Link](https://x.com/norveclifinance/status/2021128368628863009) 2026-02-10T07:45Z [---] followers, [---] engagements "$MU is growing the story is intact: mega fab site underway in New York second fab accelerating in Idaho. New wafer fab in Singapore and HBM expansion in Hiroshima Japan. On top of that a fab acquisition in Taiwan. The $MU smear is pure FUD to accumulate cheap shares. Micron has completed a major structural milestone of our new Idaho fab Built from [-----] tons of American steelnearly the amount used to construct the Golden Gate Bridgethe fab will support a 600000squarefoot cleanroom where we will manufacture leadingedge memory. Were https://t.co/dUBNY8S90w Micron has completed a major" [X Link](https://x.com/norveclifinance/status/2021128785496539631) 2026-02-10T07:47Z [---] followers, [---] engagements "$MU builds where it sells: DRAM + HBM in the U.S. Japan Taiwan; NAND in Singapore; assembly/test in Malaysia; legacy ops in Xian. And the U.S. buildout is massive: [--] Idaho fabs + up to [--] New York fabs. Scale like this puts $MU on a $5T path. #AI #HBM #DRAM #NAND Micron has completed a major structural milestone of our new Idaho fab Built from [-----] tons of American steelnearly the amount used to construct the Golden Gate Bridgethe fab will support a 600000squarefoot cleanroom where we will manufacture leadingedge memory. Were https://t.co/dUBNY8S90w Micron has completed a major structural" [X Link](https://x.com/norveclifinance/status/2021144776192495774) 2026-02-10T08:50Z [---] followers, [---] engagements "$tsm ve $intc iin ok kt haber. $nvda artk mterilerinin nefretini kazanyor ve ou kendi AI ipini gelitirmek iin srada. Nvdia artk gzmden dt. ABDde [--] AI ip reticisi var ama AI belle reticisi $mu Micron tek. NVIDIA @Samsung AI . 👏 Samsung NVIDIA AI . : https://t.co/YeicufrlSX NVIDIA @Samsung AI . 👏 Samsung NVIDIA AI . : https://t.co/YeicufrlSX" [X Link](https://x.com/norveclifinance/status/2021168219201876159) 2026-02-10T10:23Z [---] followers, [---] engagements "NVIDIA x Samsung building AI factories is a real signal. Its not just chips its manufacturing scale and automation. If Samsung can lift yields and efficiency foundry leverage shifts. Supply chain diversification strengthens $NVDA. Watch $TSM and $INTC. NVIDIA @Samsung AI . 👏 Samsung NVIDIA AI . : https://t.co/YeicufrlSX NVIDIA @Samsung AI . 👏 Samsung NVIDIA AI . : https://t.co/YeicufrlSX" [X Link](https://x.com/norveclifinance/status/2021168636224774564) 2026-02-10T10:25Z [---] followers, [---] engagements "$MU is facing a wave of false claims and coordinated FUD. This misinformation scares retail investors and distorts the market. @MicronTech @MicronCEO please address the record publicly and take action against accounts spreading defamatory false narratives. Transparency matters" [X Link](https://x.com/norveclifinance/status/2021186500050702631) 2026-02-10T11:36Z [---] followers, [---] engagements "Uzakdounun ip+bellek zinciri HPQya (Spruce Pine) sandndan daha baml. HPQ kuvars potalar zerinden wafer retiminin kritik girdisi. ABDde ileri bellek tarafnda tek yerli retici $MU. Jeopolitik skmada yeniden fiyatlama en sert burada olur. $MU O ip reticilerin ok gvendikleri gelecek var ya te o gelecek semi-conductor grade ultra-pure quartz sand yani en saf silika (SiO) olmadan bir anda sfr olabilir O silika yani kum dnyada sedece ABD'nin Kuzey Carolina'daki Spruca Pine maden blgesinden kyor Saflk%9999 O ip reticilerin ok gvendikleri gelecek var ya te o gelecek semi-conductor grade ultra-pure" [X Link](https://x.com/norveclifinance/status/2021226490319220817) 2026-02-10T14:15Z [---] followers, [---] engagements "Deutsche Bank Micron ynetimiyle grp hedefi $500e ekti. Rapora gre fiyatlama son eyrekte %95e yakn ykseldi talep arz eziyor. Panikle satan kaybeder stratejik olan toplar. Ben topluyorum. Yl sonu hedefim: $1000. $MU Deutsche Bank hedefi $500a ekti. Bu sadece ilk adm. Yl ortasndan sonra ayn kurumlar $1000 konuacak. HBM gerei deimez: $MU durdurulamaz. 🚀 https://t.co/7R6vcTMP9S Deutsche Bank hedefi $500a ekti. Bu sadece ilk adm. Yl ortasndan sonra ayn kurumlar $1000 konuacak. HBM gerei deimez: $MU durdurulamaz. 🚀 https://t.co/7R6vcTMP9S" [X Link](https://x.com/norveclifinance/status/2021281642132709789) 2026-02-10T17:54Z [---] followers, [---] engagements "Micron ynetimi yarn Wolfe Research Auto Auto Tech and Semiconductor Conferenceta konuacak. Deutsche Banka sylediklerinin aynsn net ekilde tekrar ederse $MU da %15lik bir hareket grr myz 🚀 $MU Deutsche Bank Micron ynetimiyle grp hedefi $500e ekti. Rapora gre fiyatlama son eyrekte %95e yakn ykseldi talep arz eziyor. Panikle satan kaybeder stratejik olan toplar. Ben topluyorum. Yl sonu hedefim: $1000. $MU Deutsche Bank Micron ynetimiyle grp hedefi $500e ekti. Rapora gre fiyatlama son eyrekte %95e yakn ykseldi talep arz eziyor. Panikle satan kaybeder stratejik olan toplar. Ben topluyorum. Yl" [X Link](https://x.com/norveclifinance/status/2021286578908189113) 2026-02-10T18:14Z [---] followers, [----] engagements "@doongyidaddy Edge AI is real but memory is the bottleneck. LPDDR5X is just the start. Autonomous driving scales on bandwidth latency and capacity. No memory no autonomy. $mu 🚀" [X Link](https://x.com/norveclifinance/status/2021297895329153155) 2026-02-10T18:59Z [---] followers, [---] engagements "Gelecek [--] yl geen [--] yldan ok daha iyi olacak. $MU $CRDO $OKLO $IREN $USAR $SMR" [X Link](https://x.com/norveclifinance/status/2021299315742797989) 2026-02-10T19:04Z [---] followers, [---] engagements "Yaklak [--] dolandrcnn dersini verdim yalan makineleri. Kimi dolandrabilirlerse. $mu durdurulamaz. I called out your $MU misinformation with facts. Right after I posted charts/patterns work only while people believe; fundamentals win long term you blocked me. When the story breaks the block button is the last defense. https://t.co/fmZwismv5p I called out your $MU misinformation with facts. Right after I posted charts/patterns work only while people believe; fundamentals win long term you blocked me. When the story breaks the block button is the last defense. https://t.co/fmZwismv5p" [X Link](https://x.com/norveclifinance/status/2021303579840041085) 2026-02-10T19:21Z [---] followers, [---] engagements "Otonom srte zeka deil refleks kazanr. Refleks = bellek bant genilii + gecikme. Edge AI bellek ister. $MU" [X Link](https://x.com/norveclifinance/status/2021304836516454796) 2026-02-10T19:26Z [---] followers, [---] engagements "Veri merkezi sadece GPU deil: Sunucuda DDR5 depolamada SSD NAND. AI yn bellek+storage ile ayakta. $MU" [X Link](https://x.com/norveclifinance/status/2021305105421672784) 2026-02-10T19:27Z [---] followers, [---] engagements "Analysts just started whispering $600 for $MU. Thats always how it goes: Wall Street arrives late upgrades after the move and chases price. Im saying it now upfront: My worst-case year-end target for Micron is $1000. Not my bull case. Not my dream scenario. My floor. Memory is the bottleneck. HBM + DRAM pricing power is back. AI capex doesnt scale on compute alone. It scales on bandwidth and capacity. Theyll discover $1000 later. Im positioned before the crowd. $MU 🔥💰🚀 https://twitter.com/i/web/status/2021976780970614946 https://twitter.com/i/web/status/2021976780970614946" [X Link](https://x.com/norveclifinance/status/2021976780970614946) 2026-02-12T15:56Z [---] followers, [----] engagements "$MU right now feels like buying $NVDA in [----] before the real move. The next [--] years could mirror Nvidias explosive run from [----] to today. This isnt just a stock. Its core U.S. AI infrastructure. No memory no AI. And capital flows to strategic bottlenecks. #Micron #MU #AI #HBM #DRAM #Semiconductors #NASDAQ #WallStreet #USA #CHIPSAct #DataCenter #Gold #Silver https://twitter.com/i/web/status/2022397638012735800 https://twitter.com/i/web/status/2022397638012735800" [X Link](https://x.com/norveclifinance/status/2022397638012735800) 2026-02-13T19:49Z [---] followers, [---] engagements "Birok kiiden daha fazla getiri retebileceini dndm basite alp tutulacak sepetim: $CRDO $MU $USAR $OKLO $IREN [----] boyunca dokunmadan tayacam. Yl sonunda total return ile bakacaz. Gncelledim" [X Link](https://x.com/norveclifinance/status/2018795079671165314) 2026-02-03T21:13Z [---] followers, [----] engagements "$iren bir anlama aklarsa sper olur. Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. The A100 is nearly SIX YEARS OLD. And you're still bearish "Because there is so much more demand than supply there typically still is demand for the older chips https://t.co/rQi5fQLeTX Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. The A100 is nearly SIX YEARS OLD. And you're still bearish "Because there is so much more demand than supply there typically still is demand for the" [X Link](https://x.com/norveclifinance/status/2019032825803243724) 2026-02-04T12:58Z [---] followers, [---] engagements "Google TPUlarnda (Tensor Processing Unit) Micron belleklerini (Micron Technology) kullanyor. Long $mu" [X Link](https://x.com/norveclifinance/status/2019162072882586102) 2026-02-04T21:32Z [---] followers, [---] engagements "$mu sayesinde Monacodaki villamdan tweet atarken seneye ben size sylemitim diyeceim. zel jetimi de Nicee brakp Monaca St tropez aras gezeceim ;) Byk dn;) #yatrm $MU dyor diye soranlara rnlerine %100 zam yapyor. Talep arzn [--] kat. Bu tabloda mantkl bir d gerekesi yok. Olan ey fiyat deil alg ynetimi: likidite topluyorlar zayf elleri silkelerken gl eller biriktiriyor.Hikaye ayn: fiyatlama geici gerekler kalc https://t.co/aL79LYBcpP $MU dyor diye soranlara rnlerine %100 zam yapyor. Talep arzn [--] kat. Bu tabloda mantkl bir d gerekesi yok. Olan ey fiyat deil alg ynetimi: likidite topluyorlar zayf" [X Link](https://x.com/norveclifinance/status/2019437391010840601) 2026-02-05T15:46Z [---] followers, [---] engagements "U.S. tech giants are massively increasing CAPEX effectively tripling Micron and Credos revenues. With memory supply constrained Micron keeps raising prices. When demand runs 3x supply factories turn into money-printing machines. $MU $CRDO $NVDA $AMD $AMZN $MSFT $META $GOOGL" [X Link](https://x.com/norveclifinance/status/2019667811937972372) 2026-02-06T07:01Z [---] followers, [----] engagements "The CAPEX spending explosion is just getting started. $MU (Micron Technology) Cloud Memory gross margin hit 66%. $CRDO (Credo Technology Group) The company boasts 66.76% gross profit margins and has delivered 224% revenue growth. $crdo ve $mu iin $1000 hedefi koydum Ytd. $crdo ve $mu iin $1000 hedefi koydum Ytd" [X Link](https://x.com/norveclifinance/status/2019737356732096682) 2026-02-06T11:38Z [---] followers, [---] engagements "CAPEX harcama patlamas daha yeni balyor. $MU (Micron Technology) Cloud Memory brt kr marj %66ya ulat. $CRDO (Credo Technology Group) irket %6676 brt kr marjna sahip ve %224 gelir bymesi yakalad. $crdo ve $mu iin $1000 hedefi koydum Ytd. $crdo ve $mu iin $1000 hedefi koydum Ytd" [X Link](https://x.com/norveclifinance/status/2019737741614084443) 2026-02-06T11:39Z [---] followers, [---] engagements "@rzayev7895 Earlier on January [--] Barclays analyst Tom OMalley raised the price target for Credo Technology Group Holding Ltd. $crdo to $260 from $220 while maintaining an Overweight. This revision was part of a broader [----] outlook for the semiconductor and semiconductor capital" [X Link](https://x.com/norveclifinance/status/2020211617577980203) 2026-02-07T19:02Z [---] followers, [---] engagements "Earlier on January [--] Barclays analyst Tom OMalley raised the price target for Credo Technology Group Holding Ltd. (NASDAQ: $CRDO) to $260 from $220 while maintaining an Overweight. $mu $crdo" [X Link](https://x.com/norveclifinance/status/2020212711158923730) 2026-02-07T19:06Z [---] followers, [---] engagements "aramba; Micron Technology ynetimi Wolfe Research Auto Auto Tech and Semiconductor Conferenceda sahne alacak ve etkinlik programna gre bir sunum/konuma yapacaklar. $mu aramba; CEO Sanjay Mehrotra konuacak (Micronun banda yer alyor). Konuma irketin teknoloji ve ip stratejisiyle ilgili olacak zellikle otomotiv teknoloji ve yar iletken pazar trendleri zerinde durmas bekleniyor. $mu aramba; CEO Sanjay Mehrotra konuacak (Micronun banda yer alyor). Konuma irketin teknoloji ve ip stratejisiyle ilgili olacak zellikle otomotiv teknoloji ve yar iletken pazar trendleri zerinde durmas bekleniyor. $mu" [X Link](https://x.com/norveclifinance/status/2020923143880311173) 2026-02-09T18:09Z [---] followers, [---] engagements "@Arronwei3n Micron failing HBM4 is not a fact its pure FUD. HBM allocations are dynamic not fixed and Nvidia shifts volume based on qual yield reliability and capacity. Weve seen this before. Also Micron is the only US-based HBM supplier. Supply security and geopolitics matter. $MU" [X Link](https://x.com/norveclifinance/status/2021116308511691196) 2026-02-10T06:57Z [---] followers, [---] engagements "@jukan05 Micron failing HBM4 is not a fact its pure FUD. HBM allocations are dynamic not fixed and Nvidia shifts volume based on qual yield reliability and capacity. Weve seen this before. Also Micron is the only US-based HBM supplier. Supply security and geopolitics matter. $MU" [X Link](https://x.com/norveclifinance/status/2021116353973805271) 2026-02-10T06:57Z [---] followers, [---] engagements "Micron failing HBM4 is not a fact its pure FUD. HBM allocations are dynamic not fixed and Nvidia shifts volume based on qual yield reliability and capacity. Weve seen this before. Also Micron is the only US-based HBM supplier. Supply security and geopolitics matter. $MU" [X Link](https://x.com/norveclifinance/status/2021117932969857129) 2026-02-10T07:04Z [---] followers, [---] engagements "This looks like pure damage control. Old tweets deleted narrative flipped. Spreading HBM4 FUD has real market impact. @MicronTech @MicronCEO shareholders deserve clarity. If misinformation caused economic harm accountability should follow. Facts rumors. $MU" [X Link](https://x.com/norveclifinance/status/2021165322988855642) 2026-02-10T10:12Z [---] followers, [---] engagements "Deutsche Bank hedefi $500a ekti. Bu sadece ilk adm. Yl ortasndan sonra ayn kurumlar $1000 konuacak. HBM gerei deimez: $MU durdurulamaz. 🚀" [X Link](https://x.com/norveclifinance/status/2021246122740658327) 2026-02-10T15:33Z [---] followers, [----] engagements "Dolandrclar [--] Micron yatrmclar [--]. Ama ma 1-5 bitecek. $MU durdurulamaz. Yl sonu hedefim: 1000$. 🔥 #AI #HBM #DRAM Yaknda buna benzer haberler Micron $mu iin gelebilir Yaknda buna benzer haberler Micron $mu iin gelebilir" [X Link](https://x.com/norveclifinance/status/2021274085255205260) 2026-02-10T17:24Z [---] followers, [---] engagements "Deutsche Bank raised Microns PT to $500 after talks with management. Reports point to 95% QoQ pricing uplift and demand far above supply. Weak hands sell smart money accumulates. Im accumulating. Year-end target: $1000. $MU Deutsche Bank hedefi $500a ekti. Bu sadece ilk adm. Yl ortasndan sonra ayn kurumlar $1000 konuacak. HBM gerei deimez: $MU durdurulamaz. 🚀 https://t.co/7R6vcTMP9S Deutsche Bank hedefi $500a ekti. Bu sadece ilk adm. Yl ortasndan sonra ayn kurumlar $1000 konuacak. HBM gerei deimez: $MU durdurulamaz. 🚀 https://t.co/7R6vcTMP9S" [X Link](https://x.com/norveclifinance/status/2021281976016113729) 2026-02-10T17:55Z [---] followers, [---] engagements "If Micron management repeats tomorrow at the Wolfe Research Auto Auto Tech & Semiconductor Conference exactly what they told Deutsche Bank could $MU rally +15% 🤔🚀 $MU Deutsche Bank hedefi $500a ekti. Bu sadece ilk adm. Yl ortasndan sonra ayn kurumlar $1000 konuacak. HBM gerei deimez: $MU durdurulamaz. 🚀 https://t.co/7R6vcTMP9S Deutsche Bank hedefi $500a ekti. Bu sadece ilk adm. Yl ortasndan sonra ayn kurumlar $1000 konuacak. HBM gerei deimez: $MU durdurulamaz. 🚀 https://t.co/7R6vcTMP9S" [X Link](https://x.com/norveclifinance/status/2021286789705760946) 2026-02-10T18:14Z [---] followers, [---] engagements "@doongyidaddy HBMs matter for training but autonomy and edge inference scale on DRAM bandwidth latency and cost efficiency. LPDDR5X and advanced DRAM will drive volume and margins. Edge AI is where it compounds. $mu" [X Link](https://x.com/norveclifinance/status/2021299707100721579) 2026-02-10T19:06Z [---] followers, [---] engagements "@The_RockTrading Charts patterns Fibonacci indicators they work as long as people believe in them. Fundamentals always win in the long run. $mu is unstoppable" [X Link](https://x.com/norveclifinance/status/2021301715190927832) 2026-02-10T19:14Z [---] followers, [---] engagements "I called out your $MU misinformation with facts. Right after I posted charts/patterns work only while people believe; fundamentals win long term you blocked me. When the story breaks the block button is the last defense" [X Link](https://x.com/norveclifinance/status/2021302744359837833) 2026-02-10T19:18Z [---] followers, [----] engagements "Micronun gc: DRAM + NAND + HBM. Tek rn hikayesi deil tm bellek yn. $MU" [X Link](https://x.com/norveclifinance/status/2021304908545142940) 2026-02-10T19:26Z [---] followers, [---] engagements "Kapasite skysa fiyatlama gc artar. Micron [----] HBM iin fiyat/hacim anlamalarndan bahsediyor. Talep gerek. $MU" [X Link](https://x.com/norveclifinance/status/2021304988480282793) 2026-02-10T19:27Z [---] followers, [---] engagements "@hendasebey $mu" [X Link](https://x.com/norveclifinance/status/2021305632104611856) 2026-02-10T19:29Z [---] followers, [---] engagements "Bellek neredeyse tm elektroniklerin kalbi: telefon PC sunucu yapay zeka bulut otomobil robot kamera TV modem oyun konsolu Hepsi bellekle alr. Bellek olmadan teknoloji leklenmez. Bu yzden $MU durdurulamaz. Gelecein [--] trilyon dolarlk irketi. $MU" [X Link](https://x.com/norveclifinance/status/2021311264966783091) 2026-02-10T19:52Z [---] followers, [---] engagements "$mu para basyor ama hisseyi dryorlar yersen ;) Teknoloji devleri yle bor ald byle yatrm yapt diyoruz bol bol da Yapay Zeka kullanyoruz ya. yan etkisi: RAM ve fla bellek fiyatlar altnla yaryor duracak gibi de deil. 🥲 https://t.co/Y6jTz4VCuj Teknoloji devleri yle bor ald byle yatrm yapt diyoruz bol bol da Yapay Zeka kullanyoruz ya. yan etkisi: RAM ve fla bellek fiyatlar altnla yaryor duracak gibi de deil. 🥲 https://t.co/Y6jTz4VCuj" [X Link](https://x.com/norveclifinance/status/2021317038950494405) 2026-02-10T20:15Z [---] followers, [---] engagements "@e507 $mu para basyor ;)" [X Link](https://x.com/norveclifinance/status/2021317807409942560) 2026-02-10T20:18Z [---] followers, [---] engagements "$mu is unstoppable Teknoloji devleri yle bor ald byle yatrm yapt diyoruz bol bol da Yapay Zeka kullanyoruz ya. yan etkisi: RAM ve fla bellek fiyatlar altnla yaryor duracak gibi de deil. 🥲 https://t.co/Y6jTz4VCuj Teknoloji devleri yle bor ald byle yatrm yapt diyoruz bol bol da Yapay Zeka kullanyoruz ya. yan etkisi: RAM ve fla bellek fiyatlar altnla yaryor duracak gibi de deil. 🥲 https://t.co/Y6jTz4VCuj" [X Link](https://x.com/norveclifinance/status/2021319818360631481) 2026-02-10T20:26Z [---] followers, [---] engagements "Micron hakknda sama yalanlar atanlara kaynak sordum. Gsteren yok. Gerek ortada: bellek fiyatlar yaklak [--] kat artt. DRAM ve NAND uuyor. Yalanlara kulak asmayn. $MU yl sonu hedefim 1000$. Her d alm frsat. Micron durdurulamaz" [X Link](https://x.com/norveclifinance/status/2021322555185848360) 2026-02-10T20:37Z [---] followers, [---] engagements "I asked those spreading nonsense about Micron for their sources. None provided. Reality is clear: memory prices are up nearly 6x. DRAM and NAND are exploding. Ignore the noise and lies. $MU year-end target $1000. Every dip is a buying opportunity. Micron is unstoppable" [X Link](https://x.com/norveclifinance/status/2021322715005624799) 2026-02-10T20:37Z [---] followers, [----] engagements "$mu is unstoppable $MU Is Micron in trouble with HBM4 NO. [----] full HBM production It's SOLD the fuck out Micron has shipped HBM4 samples to multiple key customers starting in mid-2025 with volume ramp planned for calendar [----]. The company's entire HBM production capacity for [----] https://t.co/UaVGsnkfU6 $MU Is Micron in trouble with HBM4 NO. [----] full HBM production It's SOLD the fuck out Micron has shipped HBM4 samples to multiple key customers starting in mid-2025 with volume ramp planned for calendar [----]. The company's entire HBM production capacity for [----] https://t.co/UaVGsnkfU6" [X Link](https://x.com/norveclifinance/status/2021472649021620282) 2026-02-11T06:33Z [---] followers, [---] engagements "Nasdaq k senaryosuna katlmyorum. ABDde AI veri merkezi CAPEXi tarih yazyor. Bu [--] yllk bir altyap sper dngs. Compute tek bana yetmez; bellek + interconnect art. Dngnn kazananlar tedarikiler: $MU $CRDO 2022de Nasdaq kerken #Bist tarihinin en iyi yllarndan birini geirmiti [----] iin de benzer dncelerim olduunu [----] [--] Ocak yaynmdan itibaren neredeyse her yaynmda izah etmitim. Beklentilerim deimedi. 🙏🧿❤ 2022de Nasdaq kerken #Bist tarihinin en iyi yllarndan birini geirmiti [----] iin de benzer dncelerim olduunu [----] [--] Ocak yaynmdan itibaren neredeyse her yaynmda izah etmitim. Beklentilerim deimedi." [X Link](https://x.com/norveclifinance/status/2021480206771576981) 2026-02-11T07:03Z [---] followers, [---] engagements "Micron is unstoppable. My year-end target: $1000. 🚀 $mu $smr $oklo $iren $usar $crdo $MU "Winbond Expects DRAM Prices to Jump Nearly [--] by June [----]. Capacity Booked Through 2027" Trajectory Q1 [----] (current quarter): 9095% increase Q2 2026: Similar magnitude (near-doubling again) Cumulative result: [--] by June [----] SLC NAND price hikes are even outpacing DRAM https://t.co/jyasbQFLFr $MU "Winbond Expects DRAM Prices to Jump Nearly [--] by June [----]. Capacity Booked Through 2027" Trajectory Q1 [----] (current quarter): 9095% increase Q2 2026: Similar magnitude (near-doubling again) Cumulative result:" [X Link](https://x.com/norveclifinance/status/2021485159774814274) 2026-02-11T07:23Z [---] followers, [---] engagements "Winbond: DRAM prices could rise nearly 4x by June [----]. AI demand has locked up capacity booked through [----]. The pullbacks are just a short-term game noise. Im accumulating. My year-end target for Micron: $1000. $MU 🔥 Winbond: DRAM fiyatlar [----] Hazirana kadar neredeyse 4x olabilir. AI talebi kapasiteyi kilitledi 2027ye kadar dolu.Dler bir oyun ksa vadeli grlt. Ben topluyorum. Micron yl sonu hedefim: $1000. $MU 🔥 https://t.co/3Ew4c8P2fS Winbond: DRAM fiyatlar [----] Hazirana kadar neredeyse 4x olabilir. AI talebi kapasiteyi kilitledi 2027ye kadar dolu.Dler bir oyun ksa vadeli grlt. Ben" [X Link](https://x.com/norveclifinance/status/2021490041902825685) 2026-02-11T07:42Z [---] followers, [---] engagements "Ksaca paralar $mu $crdo $usar a bas demi;) 🚨 Druckenmiller'n Stratejisi👇ONEMLI👇🚨 "Tm yumurtalar tek sepete koy ve o sepeti ok iyi izle" 🧺🔥 Efsane yatrmc Stanley Druckenmiller modern finansn "eitlendirme" (diversification) kuraln ykan u dersleri veriyor: 🔹 Parann %80'i portfydeki 2-3 ana https://t.co/fVIDePk08H 🚨 Druckenmiller'n Stratejisi👇ONEMLI👇🚨 "Tm yumurtalar tek sepete koy ve o sepeti ok iyi izle" 🧺🔥 Efsane yatrmc Stanley Druckenmiller modern finansn "eitlendirme" (diversification) kuraln ykan u dersleri veriyor: 🔹 Parann %80'i portfydeki 2-3 ana https://t.co/fVIDePk08H" [X Link](https://x.com/norveclifinance/status/2021534897287114954) 2026-02-11T10:40Z [---] followers, [---] engagements "AI sper dngsnn omurgas net: $MU + $CRDO. Compute tek bana yetmez. lek bellek bant genilii ve yksek hzl veri balants ile olur. $MU bellek darboazn zer $CRDO veri merkezinde trafii tar. SanDisk tarafnda risk net: $WDCnin elindeki 75M $SNDK hissesi sat ksa vadede arz basks yaratr. Bu yzden bugn en mantkl bellek yatrm benim iin net: Micron $MU. Emtia taraf: Bakr veri merkezlerinin kablolama g datm ve soutma altyapsnn ana metali. Gm sanayi talebiyle glenir gne enerjisi ve uzayda kurulacak veri merkezleri temas byrse talep daha da hzlanabilir. Ben sermayeyi grltye deil kazanan altyapya koyarm." [X Link](https://x.com/norveclifinance/status/2021543839425532094) 2026-02-11T11:16Z [---] followers, [---] engagements "Compute yar kalabalk. AI ipi tarafnda [--] oyuncu var. Herkes ayn arenada kavga ediyor: $NVDA $AMD $INTC $AVGO $QCOM $ARM. stne hyperscalerlarn kendi silikonlar: $GOOGL (TPU) $AMZN (Trainium/Inferentia) $MSFT $META $AAPL. Yani rekabetin en youn olduu yerde para arayan ok. Ama AI sadece compute deil. lek iki eyle olur: 1.Bellek bant genilii ve kapasite 2.Veri merkezinin iinde trafii tayan yksek hzl balant GPUyu istediin kadar byt veri hzl beslenmiyorsa sistem kilitlenir. Trafik tanmyorsa cluster boulur. Gerek darboaz burada. Bu sper dngnn omurgas bu yzden net: $MU + $CRDO. $MU: AI belleini zer." [X Link](https://x.com/norveclifinance/status/2021554292495159367) 2026-02-11T11:57Z [---] followers, [---] engagements "Compute is crowded. On the AI chip side youve got [--] players fighting in the same arena: $NVDA $AMD $INTC $AVGO $QCOM $ARM. Plus hyperscalers building their own silicon: $GOOGL (TPU) $AMZN (Trainium/Inferentia) $MSFT $META $AAPL. Thats where competition is the highest. But AI doesnt scale on compute alone. It scales on two things: 1.memory bandwidth and capacity 2.high-speed connectivity that moves traffic inside the data center You can add GPUs all day but if data cant be fed fast enough the system stalls. If traffic cant move the cluster chokes. The real bottleneck is here. Thats why the" [X Link](https://x.com/norveclifinance/status/2021554496212435304) 2026-02-11T11:58Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@norveclifinance Norveçli Finansçı
Norveçli Finansçı posts on X about $mu, ai, $crdo, dram the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-------] +918%
Mentions: [--] #
- [--] Week [--] +26%
Followers: [---] #
- [--] Week [---] +59%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 95.77% technology brands 21.92% currencies 19.62% finance 16.92% automotive brands 3.46% cryptocurrencies 2.69% countries 2.69% exchanges #2327 financial services #614 celebrities 0.77%
Social topic influence $mu #25, ai 36.92%, $crdo #5, dram #84, bir 13.08%, $nvda #582, ben 9.23%, $iren #152, bu 8.46%, $oklo #54
Top accounts mentioned or mentioned by @doongyidaddy @deitaone @wallstengine @profdemirtas @rzayev7895 @evophienn @profkayafinance @financialjuice @safturk @hsnertt34 @omronc48 @bborsaci @jukan05 @tekstilstt @iyiruh45045 @samsung @microntech @micronceo @hendasebey @altungokburhan
Top assets mentioned Micron Technology, Inc. (MU) Credo Technology Group Holding Ltd (CRDO) NVIDIA Corp. (NVDA) Iris Energy Limited (IREN) Oklo Inc. (OKLO) USA Rare Earth, Inc. Class A Common Stock (USAR) Alphabet Inc Class A (GOOGL) NuScale Power Corporation (SMR) Advanced Micro Devices (AMD) Broadcom, Inc. (AVGO) Amazon.com, Inc. (AMZN) Intel Corporation (INTC) Microsoft Corp. (MSFT) Metadium (META) QUALCOMM, Inc. (QCOM) Sandisk Corporation (SNDK) Western Digital Corp (WDC) Tesla, Inc. (TSLA) Apple, Inc. (AAPL) Taiwan Semiconductor (TSM) TRON (TRX) RAI Finance (SOFI) retard to retired (R/R) Palantir Technologies Inc. (PLTR)
Top Social Posts
Top posts by engagements in the last [--] hours
"@ProfKayaFinance [---] de ben servetimi basarm ;) $crdo $avgo $iren"
X Link 2026-01-28T18:20Z [---] followers, [---] engagements
"$rr dikkat ksa srede $3 olabilir. Kt bir haber grdm"
X Link 2026-01-29T17:48Z [---] followers, [---] engagements
"$rr sadece speklasyon olarak kald. Ksa srede [--] dolara gidebilir.inliler neler yapyor. 🚨XPENG robotunu ove ove bitiremiyor ve sonrasi ;))) 🤖💥 XPeng Iron [--] doksan serildi kalkmad. Bu Humanoid robotlara neden yerden kalkmayi ogretemiyorlar 🧐🤣👇 #XPengIron #RobotFail #Humanoid #TechHumor #AI #Robotics https://t.co/NCVW4E38Lf 🚨XPENG robotunu ove ove bitiremiyor ve sonrasi ;))) 🤖💥 XPeng Iron [--] doksan serildi kalkmad. Bu Humanoid robotlara neden yerden kalkmayi ogretemiyorlar 🧐🤣👇 #XPengIron #RobotFail #Humanoid #TechHumor #AI #Robotics https://t.co/NCVW4E38Lf"
X Link 2026-01-31T16:44Z [---] followers, [---] engagements
"OpenAI zaten $AVGO ile birlikte ip yapyor. Nvidiann en yeni AI iplerine alternatif aryorlarsa rota belli. Long $AVGO $NVDA - OPENAI HAS DETERMINED IT NEEDS ALTERNATIVES TO NVIDIAS LATEST AI CHIPS IN SOME CASES HAS SOUGHT ALTERNATIVES SINCE LAST YEAR -SOURCES $NVDA - OPENAI HAS DETERMINED IT NEEDS ALTERNATIVES TO NVIDIAS LATEST AI CHIPS IN SOME CASES HAS SOUGHT ALTERNATIVES SINCE LAST YEAR -SOURCES"
X Link 2026-02-02T21:48Z [---] followers, [----] engagements
"$crdo ilk defa ekledim portfye irket gelirleri veri merkezleriyle artacak ama hisse dyor"
X Link 2026-02-03T18:11Z [---] followers, [---] engagements
"$trx altn ykselecek bence bu yzden aldm ok deli bir hisse uup gidiyor. lk hedefim $2.8"
X Link 2026-02-03T20:16Z [---] followers, [---] engagements
"Micron $MU benim gzmde altn ve gmten daha deerli. Piyasadaki en nadir elmas hisselerden biri. Kefedildike fiyatlanacak. Yl sonu hedefim: $1000a yakn. $iren $oklo $mu $usar $crdo $trx #altn #gm #bakr #silver"
X Link 2026-02-04T07:39Z [---] followers, [---] engagements
"Stifel also maintained a Buy rating following a meeting with Credos management setting a price target of $225. $crdo"
X Link 2026-02-04T09:42Z [---] followers, [---] engagements
"If #silver goes to $200 solar gets too expensive. Capital doesnt argue with ideology. It rotates. Solar expensive Nuclear (SMR) inevitable $OKLO $SMR"
X Link 2026-02-04T12:26Z [---] followers, [---] engagements
"This is also positive for $CRDO. Capital is flowing straight into data centers. $CRDO $MU #AI #DataCenters #Semiconductors Google has massively increased its CapEx. Micron $MU memory powers Googles TPUs. This news benefits Micron the most. #GOOGL #MU #AI #TPU #HBM Google has massively increased its CapEx. Micron $MU memory powers Googles TPUs. This news benefits Micron the most. #GOOGL #MU #AI #TPU #HBM"
X Link 2026-02-04T21:43Z [---] followers, [---] engagements
"Long $mu $crdo $GOOGL said 60% of capex is going toward servers & machines with 40% into data centers & networking. About 50% of [----] ML compute goes to Google Cloud which means half of their AI compute is being directed toward revenue-generating external demand. https://t.co/TNJjINudpn $GOOGL said 60% of capex is going toward servers & machines with 40% into data centers & networking. About 50% of [----] ML compute goes to Google Cloud which means half of their AI compute is being directed toward revenue-generating external demand. https://t.co/TNJjINudpn"
X Link 2026-02-04T22:38Z [---] followers, [---] engagements
"NVIDIA today trades around 2224x forward P/E. If Micron prints [----] EPS of $43 and gets the same multiple: $MU = [--] (2224) = $950$1030. Same AI wave. Memory is the bottleneck. $MU $NVDA Someone's buying 16DTE $MU bulls for $13.7M https://t.co/sJF8JxdD8h Someone's buying 16DTE $MU bulls for $13.7M https://t.co/sJF8JxdD8h"
X Link 2026-02-05T08:07Z [---] followers, [---] engagements
"Capital is flowing into Micron. Those who fail to see it today may regret it when $MU hits $1000. Micron keeps raising prices. AI is dependent on Microns memory. And being a U.S. company significantly increases its potential to reach a $5T valuation over the next five years. Qualcomm $QCOM CEO Cristiano Amon said today: Industrywide memory shortages and price increases are likely to define the overall scale of the handset industry https://t.co/mGdAHMvInn Qualcomm $QCOM CEO Cristiano Amon said today: Industrywide memory shortages and price increases are likely to define the overall scale of"
X Link 2026-02-05T08:21Z [---] followers, [---] engagements
"@ProfKayaFinance Para $mu ya akyor"
X Link 2026-02-05T09:11Z [---] followers, [---] engagements
"$MU ve $CRDO ya akyor paralar. [----] CAPEX: $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B est $AMZN - *tomorrow vs $145B est The hyperscalers are going all in on AI. https://t.co/tjBmEmF49Q [----] CAPEX: $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B est $AMZN - *tomorrow vs $145B est The hyperscalers are going all in on AI. https://t.co/tjBmEmF49Q"
X Link 2026-02-05T09:55Z [---] followers, [---] engagements
"$mu hedefim $1000"
X Link 2026-02-05T11:36Z [---] followers, [---] engagements
"@DeItaone Long $mu"
X Link 2026-02-05T14:17Z [---] followers, [---] engagements
"Long $mu 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 prices jumped from $450 in"
X Link 2026-02-05T15:36Z [---] followers, [---] engagements
"@DeItaone Long $mu"
X Link 2026-02-05T15:36Z [---] followers, [---] engagements
"Micron is unstoppable. Long $MU Memory shortage is worse and will extend into [----] We got big CAPEX revisions The easiest way to make money is to bet on memory rn Memory shortage is worse and will extend into [----] We got big CAPEX revisions The easiest way to make money is to bet on memory rn"
X Link 2026-02-05T16:07Z [---] followers, [---] engagements
"AEC (active electrical cable) teknolojisinde patentleri var ve lisans geliri de yazyor: 3M ve Siemon ile AEC patent lisans anlamalar yaptlar. Bu seviyede SerDes + DSP dk g + yksek hz kombinasyonunda rakip ok az. AI GPU ile deil interconnect ile leklenir. $CRDO CRDO veri merkezi CAPEX patlamasnn gizli balant kazanan. AI sadece GPU deil interconnect (yksek hzl balant) ile lekleniyor. Credonun SerDes + DSP tabanl AEC altyaps daha dk g daha iyi sinyal daha ucuz lek demek. Rakip az talep dev. $CRDO CRDO veri merkezi CAPEX patlamasnn gizli balant kazanan. AI sadece GPU deil interconnect (yksek hzl"
X Link 2026-02-05T18:08Z [---] followers, [---] engagements
"@financialjuice Long $mu"
X Link 2026-02-05T18:56Z [---] followers, [---] engagements
"Long $mu Memory is in sooo much demand that $NVDA is willing to give up a multi-billion-dollar business to keep more memory available for their higher margin products. This is extremely bullish for $MU Memory is in sooo much demand that $NVDA is willing to give up a multi-billion-dollar business to keep more memory available for their higher margin products. This is extremely bullish for $MU"
X Link 2026-02-05T20:13Z [---] followers, [---] engagements
"Micron is heading to $1000. AI demand is 3x supply prices are rising aggressively and Big Tech has no alternative. When pricing power meets scale outcomes are inevitable. $MU $NVDA $AMD $AMZN $AAPL #AI #Semiconductors #DataCenters #PricingPower #BigTech"
X Link 2026-02-05T21:35Z [---] followers, [----] engagements
"@barisesen Para $mu ve $crdo ya akyor"
X Link 2026-02-06T07:37Z [---] followers, [---] engagements
"@CaseyTurk579 $mu"
X Link 2026-02-06T07:44Z [---] followers, [---] engagements
"@sama You can buy AI chips from many different companies. But for memory youre dependent on $MU. And for the fastest highest-quality interconnect youre dependent on $CRDO"
X Link 2026-02-06T07:49Z [---] followers, [---] engagements
"@BerkUcmz $mu ve $crdo favorim"
X Link 2026-02-06T07:52Z [---] followers, [---] engagements
"@ftr_investors @EconomyApp Long $mu $crdo"
X Link 2026-02-06T08:11Z [---] followers, [---] engagements
"@jimcramer Long $mu $crdo"
X Link 2026-02-06T11:58Z [---] followers, [---] engagements
"@TheTechInvest Long $mu $crdo $iren $oklo"
X Link 2026-02-06T12:01Z [---] followers, [---] engagements
"@DeItaone Long $mu $crdo $iren $oklo"
X Link 2026-02-06T12:14Z [---] followers, [---] engagements
"En dk PEG hangi hisselerde Tabiki $crdo ve $mu da. Aratrn yorumlara daha iyilerini bulursanz yazn. 📈 [--] ubat in En yi Byme Hisseleri👇 Zacks Equity Research [--] ubat itibaryla Al notuna sahip ve gl byme zellikleri gsteren [--] hisseyi ne kard. 🏦 Washington Trust Bancorp ( $WASH) Zacks Rank: #1 (Gl Al) Kazan beklentisi art: Son [--] gnde %73 PEG https://t.co/Dijuge0OuF 📈 [--] ubat in En yi Byme Hisseleri👇 Zacks Equity Research [--] ubat itibaryla Al notuna sahip ve gl byme zellikleri gsteren [--] hisseyi ne kard. 🏦 Washington Trust Bancorp ( $WASH) Zacks Rank: #1 (Gl Al) Kazan beklentisi art: Son [--] gnde"
X Link 2026-02-06T12:47Z [---] followers, [---] engagements
"@cfromhertz Long $mu $crdo"
X Link 2026-02-06T12:53Z [---] followers, [---] engagements
"@JasonL_Capital $crdo $mu"
X Link 2026-02-06T13:19Z [---] followers, [---] engagements
"@JesseCohenInv Long $mu $crdo"
X Link 2026-02-06T13:27Z [---] followers, [---] engagements
"@DeItaone Long $mu and $crdo"
X Link 2026-02-06T13:49Z [---] followers, [---] engagements
"China memory headline is noise. This is PC DDR5 not AI memory. It doesnt touch HBM or hyperscaler-grade DRAM so it doesnt impact Micron at all. $MU"
X Link 2026-02-06T14:03Z [---] followers, [----] engagements
"@wallstengine This take ignores reality. Microns AI memory is sold out into [----] DRAM prices are up 90% QoQ and MU is massively expanding U.S. fabs. AI memory is supply-constrained and U.S. policy wont allow China to fill that gap. $MU"
X Link 2026-02-06T14:11Z [---] followers, [----] engagements
"This take ignores reality. Microns AI memory is sold out into [----] DRAM prices are up 90% QoQ and MU is massively expanding U.S. fabs. AI memory is supply-constrained and U.S. policy wont allow Sk Hynx and Samsung to fill that gap. $MU 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"
X Link 2026-02-06T14:12Z [---] followers, [----] engagements
"@wallstengine Micron fake news is getting silly. The U.S. Commerce Secretary just broke ground on Microns $100B New York megafab. $MU is the U.S. AI-memory play. If imports try to undercut tariffs will come. One of the cleanest 3-year bets. $MU"
X Link 2026-02-06T14:19Z [---] followers, [----] engagements
"Micron fake news is getting silly. The U.S. Commerce Secretary just broke ground on Microns $100B New York megafab. $MU is the U.S. AI-memory play. If imports try to undercut tariffs will come. One of the cleanest 3-year bets. $MU 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"
X Link 2026-02-06T14:19Z [---] followers, [----] engagements
"@Beth_Kindig Micron fake news is getting silly. The U.S. Commerce Secretary just broke ground on Microns $100B New York megafab. $MU is the U.S. AI-memory play. If imports try to undercut tariffs will come. One of the cleanest 3-year bets. $MU"
X Link 2026-02-06T16:21Z [---] followers, [----] engagements
"@RJCcapital Long $mu $crdo"
X Link 2026-02-06T17:23Z [---] followers, [---] engagements
"@DeItaone My old favorite was $NVDA now its $MU. Even if Big Tech builds its own GPUs/TPUs at scale the bottleneck is memory. In the U.S. that memory comes from Micron. Big Tech depends on $MU"
X Link 2026-02-06T17:31Z [---] followers, [---] engagements
"@DeItaone My old favorite was $NVDA now its $MU. Even if Big Tech builds its own GPUs/TPUs at scale the bottleneck is memory. In the U.S. that memory comes from Micron. Big Tech depends on $MU"
X Link 2026-02-06T17:31Z [---] followers, [---] engagements
"@financialjuice Long $mu $crdo"
X Link 2026-02-06T17:35Z [---] followers, [---] engagements
"Hey @nvidia this looks like fake news. Please confirm or deny ASAP. 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 $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia ordering Micron HBM. We expect Nvidias HBM4 supply to consolidate SK Hynix and Samsung at a 70/30 split"
X Link 2026-02-06T17:40Z [---] followers, [---] engagements
"Micron ($MU) is building new U.S. fabs. As AI demand keeps exploding MU turns that capacity into pricing power. This isnt just memory anymore its the AI bottleneck. In [--] years MU can evolve into a $5T giant. $MU #AI #HBM #DRAM $MU Revenue/Profit Expansion Is REAL & 100% AMERICAN Idaho fab achieved major structural milestone [-----] tons of American steel Cleanroom size of [--] football stadiums https://t.co/WulC6z3YFt $MU Revenue/Profit Expansion Is REAL & 100% AMERICAN Idaho fab achieved major structural milestone [-----] tons of American steel Cleanroom size of [--] football stadiums"
X Link 2026-02-06T18:54Z [---] followers, [---] engagements
"Yeni Fed bakan sreciyle birlikte 2026da agresif faiz indirimleri ihtimali masada. Piyasa yumuak ini + likidite kokusunu alrsa tarihsel lekte bir boa dngs grrz. Ben bu boada 10x potansiyel grdm favorilere odaklanyorum: $MU $CRDO $USAR $OKLO $SMR $IREN"
X Link 2026-02-06T19:49Z [---] followers, [---] engagements
"AI changes the world via infrastructure not IQ. It must write + recall data in milliseconds: fast memory + fast interconnect. The bottleneck isnt compute its memory/bandwidth. $MU + $CRDO are unstoppable. Bir ABDli takipim. Ayn fikirdeyim $mu durdurulamaz. https://t.co/MSUzSimiTR Bir ABDli takipim. Ayn fikirdeyim $mu durdurulamaz. https://t.co/MSUzSimiTR"
X Link 2026-02-06T20:43Z [---] followers, [---] engagements
"Big bullish flow on $MU: $16M premium put sold (Feb [--] [--] $395 strike). Sold puts = bullish. Theyre getting paid to buy dips and betting MU stays above the strike. Smart money positioning. $MU - $15.9M Put seller (bullish) https://t.co/xDznnkdE10 $MU - $15.9M Put seller (bullish) https://t.co/xDznnkdE10"
X Link 2026-02-06T20:57Z [---] followers, [---] engagements
"My year-end price target for Micron $MU:$1000. AI memory demand is 3x supply pricing is moving up and fast rate cuts are coming. Analysts will raise targets after the move. Im calling it now. $MU"
X Link 2026-02-06T21:48Z [---] followers, [---] engagements
"Long $mu $crdo Memory Mania: How a Once-in-Four-Decades Shortage Is Fueling a Memory Boom Prices are doubling again Supercycle is bigger and could last longer than you think. https://t.co/5mIBKY1PBL Memory Mania: How a Once-in-Four-Decades Shortage Is Fueling a Memory Boom Prices are doubling again Supercycle is bigger and could last longer than you think. https://t.co/5mIBKY1PBL"
X Link 2026-02-06T21:54Z [---] followers, [---] engagements
"AI-Driven Memory Supercycle: Bigger Longer and a Shortage that is Harder to Solve. $MU is UNSTOPPABLE Micron $MU iin yl sonu hedef fiyatm: [-----] dolar. Yapay zeka belleinde talep arzn [--] kat fiyatlar yukar gidiyor ve hzl faiz indirimleri geliyor. Analistler her zamanki gibi hareketten sonra hedef artrr. Ben imdiden sylyorum. Micron $MU iin yl sonu hedef fiyatm: [-----] dolar. Yapay zeka belleinde talep arzn [--] kat fiyatlar yukar gidiyor ve hzl faiz indirimleri geliyor. Analistler her zamanki gibi hareketten sonra hedef artrr. Ben imdiden sylyorum"
X Link 2026-02-06T21:57Z [---] followers, [---] engagements
"Fully agree. With AI hardware is no longer a classic cyclical trade. Demand is structural and multi-year not short spikes. Memory and infrastructure now have sustained pricing power. $MU cant be analyzed with the old cycle mindset. Katlyorum. AI ile birlikte donanm artk klasik dngsel deil. Talep ksa pikler deil yllara yaylan yapsal byme retiyor. Bellek ve altyapda sreklilik var. Bu yzden $MU gibi isimler eski ereveyle okunamaz. Katlyorum. AI ile birlikte donanm artk klasik dngsel deil. Talep ksa pikler deil yllara yaylan yapsal byme retiyor. Bellek ve altyapda sreklilik var. Bu yzden $MU gibi"
X Link 2026-02-06T22:28Z [---] followers, [---] engagements
"U.S. AI chip players (public large/active): at least [--]. U.S. AI compute memory (HBM/DRAM): [--] company = Micron. Are you investing in AI chip makers where [--] companies compete or in the only U.S. AI memory producer Micron $MU $NVDA $AMD $INTC $QCOM U.S. tech giants are massively increasing CAPEX effectively tripling Micron and Credos revenues. With memory supply constrained Micron keeps raising prices. When demand runs 3x supply factories turn into money-printing machines. $MU $CRDO $NVDA $AMD $AMZN $MSFT $META $GOOGL https://t.co/EodQCETJu7 U.S. tech giants are massively increasing CAPEX"
X Link 2026-02-07T10:29Z [---] followers, [---] engagements
"$CRDO iin 10x beklentim net: AI veri merkezlerinde darboaz compute deil balant ve bellek $mu. CAPEX arttka port says ve hz ihtiyac patlyor. SerDes/DSP + AEC zorunlu hale geliyor. Credo bu katmanda gl IPye sahip; AEC patentlerini 3Mye lisanslad. $CRDO ABDli teknoloji devleri veri merkezi iin CAPEXi coturdu. Bu para dorudan $MU ve $CRDOya akyor. Bellek arz kt talep arzn [--] kat. Micron bu yzden durmadan zam yapyor. Sonu: Fabrikalar resmen para basma makinesi gibi alyor. $MU $CRDO https://t.co/rtDBOKGv45 ABDli teknoloji devleri veri merkezi iin CAPEXi coturdu. Bu para dorudan $MU ve $CRDOya akyor."
X Link 2026-02-07T10:50Z [---] followers, [----] engagements
"@SemiAnalysis_ did you actually publish this claim about $MU and Nvidia Rubin HBM Im not seeing it anywhere credible. If this is fake can you call it out and share the original link or source"
X Link 2026-02-07T15:04Z [---] followers, [---] engagements
"Micron Abdli tek AI bellek reticisi;) $mu 1000$ yolcusu. #Micron #MU #AI #ArtificialIntelligence #Semiconductors #Memory #DRAM #HBM #DataCenter #BigTech #Nasdaq #USStocks #WallStreet #TechStocks #AIBoom #Borsa #Yatrm #Yatrmc #Finans #Hisse #HisseSenedi #UzunVade"
X Link 2026-02-07T17:36Z [---] followers, [---] engagements
"Dont focus on AI chip makers. That space is crowded and brutally competitive. Focus on $MU. In the U.S. AI memory has one real player and pricing power sits there"
X Link 2026-02-07T17:48Z [---] followers, [----] engagements
"$MU $NVDA $AMD $INTC $AAPL $GOOGL $AMZN $MSFT $META $AVGO $QCOM $TSLA #Cerebras #Groq #Tenstorrent #SambaNova #Yatrm #Borsa #WallStreet #ABD #YapayZeka #AI #Teknoloji #Hisse #UzunVade #Finans"
X Link 2026-02-07T17:53Z [---] followers, [---] engagements
"@SAF_TURK Manish Bhatias sale was pre-planned (10b5-1). Not a thesis-breaker. What matters more: Micron board member Mark Liu (ex-TSMC) just bought nearly $8M of $MU with his own cash. Thats real conviction"
X Link 2026-02-08T08:41Z [---] followers, [---] engagements
"Yani ; $crdo $mu $iren $usar $smr $oklo"
X Link 2026-02-08T09:36Z [---] followers, [--] engagements
"@SAF_TURK $smr ve $oklo ite "
X Link 2026-02-08T10:00Z [---] followers, [---] engagements
"@Investingcom Long $mu $crdo"
X Link 2026-02-08T10:06Z [---] followers, [---] engagements
"$oklo nun arkasndaki isim Kral 👑 Sam. #SONDAKKA Yalanmay geciktirmeyi hedefleyen Retro Biosciencesn RTR242 adl ilac Faz [--] insan testlerine balad. irket OpenAInin CEOsu Sam Altman tarafndan yaplan [---] milyon dolarlk kiisel yatrmla kuruldu. https://t.co/KVeYfCILOf #SONDAKKA Yalanmay geciktirmeyi hedefleyen Retro Biosciencesn RTR242 adl ilac Faz [--] insan testlerine balad. irket OpenAInin CEOsu Sam Altman tarafndan yaplan [---] milyon dolarlk kiisel yatrmla kuruldu. https://t.co/KVeYfCILOf"
X Link 2026-02-08T10:57Z [---] followers, [---] engagements
"@hsnertt34 Veri merkezi tedarikilerine odaklanmak mantkl $crdo $mu"
X Link 2026-02-08T17:53Z [---] followers, [---] engagements
"@OMRONC48 Ben topluyorum; d alm frsat olarak deerlendirdim. Dn net bir sebebini gremedim. stelik analistler hedef fiyatlarn artrd ve patentlerinden gelirleri olacak. $crdo $mu"
X Link 2026-02-08T17:58Z [---] followers, [---] engagements
"Ben $mu $crdo $iren $oklo $usar $smr de 10x bekliyorum derken bu paralarn bu irketlere akacan bildiim iin dedim. Amerika Birleik Devletlerinin: SADECE bu yl iinde TEKNOLOJYE harcayaca para: [-------------] Dolar. SADECE teknolojiye harcayacaklar para. Twit bu kadar. Amerika Birleik Devletlerinin: SADECE bu yl iinde TEKNOLOJYE harcayaca para: [-------------] Dolar. SADECE teknolojiye harcayacaklar para. Twit bu kadar"
X Link 2026-02-08T18:42Z [---] followers, [---] engagements
"@ProfDemirtas Ben $mu $crdo $iren $oklo $usar $smr de 10x bekliyorum derken bu paralarn bu irketlere akacan bildiim iin dedim"
X Link 2026-02-08T18:42Z [---] followers, [---] engagements
"Ben $mu $crdo $iren $oklo $usar $smr de 10x bekliyorum derken bu paralarn bu irketlere akacan bildiim iin dedim"
X Link 2026-02-08T18:44Z [---] followers, [---] engagements
"@ProfDemirtas Ben $mu $crdo $iren $oklo $usar $smr de 10x bekliyorum derken bu paralarn bu irketlere akacan bildiim iin dedim"
X Link 2026-02-08T18:45Z [---] followers, [---] engagements
"$MU is UNSTOPPABLE $MU The LLM era ends in sameness: every model feels the same. True advantage Near-infinite memory Forgetful Chatbots Lifelong Companions that recall every bit of your history & world data for flawless contextualization Scale that to 8B humans. How much memory do we need https://t.co/bJmbsrkYoE $MU The LLM era ends in sameness: every model feels the same. True advantage Near-infinite memory Forgetful Chatbots Lifelong Companions that recall every bit of your history & world data for flawless contextualization Scale that to 8B humans. How much memory do we need"
X Link 2026-02-09T07:51Z [---] followers, [---] engagements
"$MU is unstoppable $MU Still Heating Up: Memory Price Outlook for 1Q26 Sharply Upgraded DRAM costs are surging way harder than NAND. With Micron 80% exposed to HBM/DRAM and just 20% NAND. This is not just tailwind it's a paradigm shift. https://t.co/E0mc8zLFob $MU Still Heating Up: Memory Price Outlook for 1Q26 Sharply Upgraded DRAM costs are surging way harder than NAND. With Micron 80% exposed to HBM/DRAM and just 20% NAND. This is not just tailwind it's a paradigm shift. https://t.co/E0mc8zLFob"
X Link 2026-02-09T08:16Z [---] followers, [---] engagements
"Elon $MU pumplyor;) Micron robotik ve agentic AInin her katmannda var: anlk zeka iin HBM alma/renme dngs iin DRAM kalc hafza iin NAND/SSD. Compute tek bana yetmez. Bellek bant genilii ve kapasitesi olmadan robot almaz. ELON: AI AND ROBOTICS WILL 100X THE WORLD ECONOMY Things do get kind of wild from an economic standpoint because at a certain point with AI and robotics you can actually increase the global economy by a factor of [--] or maybe [---]. There's no obvious limit. Optimus is kind https://t.co/5olIhwWD0g ELON: AI AND ROBOTICS WILL 100X THE WORLD ECONOMY Things do get kind of wild from an"
X Link 2026-02-09T08:42Z [---] followers, [---] engagements
"Micron $MU sits across the entire robotics and agentic AI stack: HBM for real-time intelligence DRAM for working and learning loops and NAND/SSD for long-term memory. Compute alone isnt enough. Without memory bandwidth and capacity robots dont work. ELON: AI AND ROBOTICS WILL 100X THE WORLD ECONOMY Things do get kind of wild from an economic standpoint because at a certain point with AI and robotics you can actually increase the global economy by a factor of [--] or maybe [---]. There's no obvious limit. Optimus is kind https://t.co/5olIhwWD0g ELON: AI AND ROBOTICS WILL 100X THE WORLD ECONOMY"
X Link 2026-02-09T08:43Z [---] followers, [----] engagements
"Yalan olduu ortaya kt ama bizim %10-15 ykselii engellediler. $MU ucuza toplamak isteyenlerin yalan. 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 2026-02-09T09:30Z [---] followers, [---] engagements
"Birileri aka yapyor olmal;) Bana toplama frsat veriyorlar. $mu"
X Link 2026-02-09T10:04Z [---] followers, [---] engagements
"@PubNasdaq nce irketlerin AI yatrm yapmasn sonra AI gerekten kullanp leklemesini beklemek ve ancak ondan sonra yatrm yapmak daha mantkl deil mi Ben o aamay beklemek yerine ilk para aknn gittii yere bakyorum. u an asl AI tedarikileri: $MU $CRDO"
X Link 2026-02-09T10:38Z [---] followers, [---] engagements
"Dolandrclar i banda. irket para basyor; hisseyi dipten toplamak isteyenler yalanlarla ve normal hacmin yalnzca 1/60 seviyesindeki pre-market ilemlerle alg yaratp baz yatrmclar sata zorluyor. $mu"
X Link 2026-02-09T11:49Z [---] followers, [----] engagements
"Cuma Micron pay yok dediler; algolar satt. imdi HBM4te pay %20 diyorlar. Micron [--] eyrekte %95 zam yapt. ABDli retici varken ABD devleri dardan m alacak Trump [---] milyar $ yatrm yapan $MU ya gvenceleri verdi"
X Link 2026-02-09T11:56Z [---] followers, [----] engagements
"@b_borsaci_ ABDde [--] A ip reticisi var AI bellei [--] tane Micron. $mu"
X Link 2026-02-09T12:52Z [---] followers, [---] engagements
"@b_borsaci_ Sevda deil rakamlar $mu al diyor. $crdo hakknda yazdm daha nce"
X Link 2026-02-09T13:11Z [---] followers, [---] engagements
"u an taptklar tam olarak bu bana alm frsat veriyorlar. $mu Never bet against Trump and Micron. #Trump #Micron #MU #AI #Semiconductors #HBM #CAPEX #USManufacturing #WallStreet #Markets $MU $CRDO https://t.co/SgMjzizlM3 Never bet against Trump and Micron. #Trump #Micron #MU #AI #Semiconductors #HBM #CAPEX #USManufacturing #WallStreet #Markets $MU $CRDO https://t.co/SgMjzizlM3"
X Link 2026-02-09T13:35Z [---] followers, [---] engagements
"Theyre pushing FUD on Micron but the setup is clear: TrendForce sees DRAM contracts up 90-95% QoQ in Q126 and Street notes talk about [----] supply being effectively sold out. $MU is unstoppable. Every dip is a buy for me. 🔥 $MU #AI #HBM #DRAM Never bet against Trump and Micron. #Trump #Micron #MU #AI #Semiconductors #HBM #CAPEX #USManufacturing #WallStreet #Markets $MU $CRDO https://t.co/SgMjzizlM3 Never bet against Trump and Micron. #Trump #Micron #MU #AI #Semiconductors #HBM #CAPEX #USManufacturing #WallStreet #Markets $MU $CRDO https://t.co/SgMjzizlM3"
X Link 2026-02-09T13:40Z [---] followers, [---] engagements
"@StockSavvyShay Theyre pushing FUD on Micron but the setup is clear: TrendForce sees DRAM contracts up 90-95% QoQ in Q126 and Street notes talk about [----] supply being effectively sold out. $MU is unstoppable. Every dip is a buy for me. 🔥 $MU #AI #HBM #DRAM"
X Link 2026-02-09T13:41Z [---] followers, [----] engagements
"@wallstengine Theyre pushing FUD on Micron but the setup is clear: TrendForce sees DRAM contracts up 90-95% QoQ in Q126 and Street notes talk about [----] supply being effectively sold out. $MU is unstoppable. Every dip is a buy for me. 🔥 $MU #AI #HBM #DRAM"
X Link 2026-02-09T13:41Z [---] followers, [---] engagements
"@CEOStockWatcher Theyre pushing FUD on Micron but the setup is clear: TrendForce sees DRAM contracts up 90-95% QoQ in Q126 and Street notes talk about [----] supply being effectively sold out. $MU is unstoppable. Every dip is a buy for me. 🔥 $MU #AI #HBM #DRAM"
X Link 2026-02-09T13:41Z [---] followers, [---] engagements
"@jukan05 Theyre pushing FUD on Micron but the setup is clear: TrendForce sees DRAM contracts up 90-95% QoQ in Q126 and Street notes talk about [----] supply being effectively sold out. $MU is unstoppable. Every dip is a buy for me. 🔥 $MU #AI #HBM #DRAM"
X Link 2026-02-09T13:41Z [---] followers, [---] engagements
"@paurooteri Theyre pushing FUD on Micron but the setup is clear: TrendForce sees DRAM contracts up 90-95% QoQ in Q126 and Street notes talk about [----] supply being effectively sold out. $MU is unstoppable. Every dip is a buy for me. 🔥 $MU #AI #HBM #DRAM"
X Link 2026-02-09T13:41Z [---] followers, [---] engagements
"Micron sahneye kyor. Wolfe Research konferansnda gerekleri anlatacak. FUD basanlar piman olacak. Ben sert bir hareket bekliyorum: $MU nun 600e hzl gitmesi artmaz. Takvim: [--] ubat 08:50 ET. $MU"
X Link 2026-02-09T14:03Z [---] followers, [----] engagements
"Micron is about to set the record straight at the Wolfe Research conference. The FUD crowd will regret it. Im expecting a sharp move: $MU to [---] faster than people think. Feb [--] 8:50am ET. $MU Micron sahneye kyor. Wolfe Research konferansnda gerekleri anlatacak. FUD basanlar piman olacak. Ben sert bir hareket bekliyorum: $MU nun 600e hzl gitmesi artmaz. Takvim: [--] ubat 08:50 ET. $MU https://t.co/7OwDbqaAdP Micron sahneye kyor. Wolfe Research konferansnda gerekleri anlatacak. FUD basanlar piman olacak. Ben sert bir hareket bekliyorum: $MU nun 600e hzl gitmesi artmaz. Takvim: [--] ubat 08:50 ET."
X Link 2026-02-09T14:03Z [---] followers, [----] engagements
"Bellek kimden Bu byme ile $mu uar. OpenAI CEO Sam Altman told employees that the company is "back to exceeding 10% monthly growth" via CNBC https://t.co/yljZeYBkRz OpenAI CEO Sam Altman told employees that the company is "back to exceeding 10% monthly growth" via CNBC https://t.co/yljZeYBkRz"
X Link 2026-02-09T14:06Z [---] followers, [----] engagements
"@StockMKTNewz Long $mu"
X Link 2026-02-09T14:06Z [---] followers, [---] engagements
"@MentoviaX Micron is about to set the record straight at the Wolfe Research conference. The FUD crowd will regret it. Im expecting a sharp move: $MU to [---] faster than people think. Feb [--] 8:50am ET. $MU"
X Link 2026-02-09T14:18Z [---] followers, [---] engagements
"$mu bedava u an. @norveclifinance Aklayaca bilanoda 10milyar dolarn zerinde kar bekleniyor gelecek eyreklerde daha da arttrabilir bu karll. Byle bir senaryoda fk yaklak [--] a der. Byle bir irket iin ok iyi bir frsat. Ytd. @norveclifinance Aklayaca bilanoda 10milyar dolarn zerinde kar bekleniyor gelecek eyreklerde daha da arttrabilir bu karll. Byle bir senaryoda fk yaklak [--] a der. Byle bir irket iin ok iyi bir frsat. Ytd"
X Link 2026-02-09T14:27Z [---] followers, [---] engagements
"Micron $MU is one of the cheapest ways to play AI infrastructure. Forward P/E 1012x and PEG [---] while AI memory pricing power is accelerating. This irrational discount wont last. My year-end PT: $1000"
X Link 2026-02-09T14:35Z [---] followers, [---] engagements
"Micron $MU AI altyapsnda en ucuzlardan. leriye dnk F/K yaklak 10-12x PEG yaklak [--]. AI bellek talebi ve fiyatlama gc artyor. Bu irrasyonel iskonto uzun srmez. Yl sonu hedefim: 1.000$"
X Link 2026-02-09T14:35Z [---] followers, [----] engagements
"$mu is unstoppable @wallstengine Micron fake news is getting silly. The U.S. Commerce Secretary just broke ground on Microns $100B New York megafab. $MU is the U.S. AI-memory play. If imports try to undercut tariffs will come. One of the cleanest 3-year bets. $MU @wallstengine Micron fake news is getting silly. The U.S. Commerce Secretary just broke ground on Microns $100B New York megafab. $MU is the U.S. AI-memory play. If imports try to undercut tariffs will come. One of the cleanest 3-year bets. $MU"
X Link 2026-02-09T14:38Z [---] followers, [---] engagements
"$mu is unstoppable $MU This is stupid. Even if Samsung is approved theres literally not enough memory and every bit of memory that can be created. Will be sold to facilitate the build out of AI. Total and complete garbage. $MU This is stupid. Even if Samsung is approved theres literally not enough memory and every bit of memory that can be created. Will be sold to facilitate the build out of AI. Total and complete garbage"
X Link 2026-02-09T14:52Z [---] followers, [---] engagements
"Yine algolar satt. Kt haber doru olsun olmasn manet dt an sat geliyor; sonra geri toplayacaklar bu haberleri yaptranlar. $MU bu seviyelerde piyasadaki en ucuz AI hissesi. $NVDA bile arpan olarak 25x daha pahal. Dolandrclar i banda. irket para basyor; hisseyi dipten toplamak isteyenler yalanlarla ve normal hacmin yalnzca 1/60 seviyesindeki pre-market ilemlerle alg yaratp baz yatrmclar sata zorluyor. $mu https://t.co/RWgmGdERVc Dolandrclar i banda. irket para basyor; hisseyi dipten toplamak isteyenler yalanlarla ve normal hacmin yalnzca 1/60 seviyesindeki pre-market ilemlerle alg yaratp baz"
X Link 2026-02-09T15:03Z [---] followers, [---] engagements
"$mu is unstoppable @PolymarketMoney This reaction is truly idiotic. Share loss only matters when demand is fixed and suppliers are fighting over a static pie and in a structural shortage like memory more supply is additive to the ecosystem. $MU shouldnt be down on this. @PolymarketMoney This reaction is truly idiotic. Share loss only matters when demand is fixed and suppliers are fighting over a static pie and in a structural shortage like memory more supply is additive to the ecosystem. $MU shouldnt be down on this"
X Link 2026-02-09T15:10Z [---] followers, [---] engagements
"Microna son gnlerde yalan haberlerle yaplan saldrlar sert bir ykseliin habercisi olabilir. Fonlar mal topluyor. Kt bir manet dt algoritmalar otomatik olarak satt. Bu fiyatlarda $MU piyasadaki en ucuz AI hissesi. $NVDA bile arpan olarak yaklak 25x daha pahal. Bellek kimden Bu byme ile $mu uar. Bellek kimden Bu byme ile $mu uar"
X Link 2026-02-09T15:18Z [---] followers, [----] engagements
"$mu is unstoppable Pretty stupid. My said they not interested in deliver now . all sold out Pretty stupid. My said they not interested in deliver now . all sold out"
X Link 2026-02-09T15:27Z [---] followers, [---] engagements
"Bellek tarafnda $MU durdurulamaz. Compute tarafnda Google TPU Amazon Trainium/Inferentia Microsoft Maia Meta MTIA Apple Tesla + $NVDA $AMD $INTC derken en az [----] oyuncu var rekabet gl. Ama ABDde AI bellekreticisi tek: Micron. 🚨 Yapay Zekann Yeni Petrol: lem Gc Sam Altman'dan Devrimsel [----] Vizyonu Sam Altman yapay zekann geleceini sadece algoritmalarla deil devasa fiziksel altyaplarla tanmlyor. Altmana gre [----] AI sistemlerinin sadece eski bilgileri harmanlad deil "zgn https://t.co/Mmg6AKh4tf 🚨 Yapay Zekann Yeni Petrol: lem Gc Sam Altman'dan Devrimsel [----] Vizyonu Sam Altman yapay zekann"
X Link 2026-02-09T16:58Z [---] followers, [---] engagements
"@doongyidaddy 💯 $mu is unstoppable 🚀"
X Link 2026-02-09T17:20Z [---] followers, [---] engagements
"@doongyidaddy This is why memory risk is underpriced. The world runs on DRAM and HBM and supply is concentrated. Any Korea headline becomes a price lever. The only U.S. scale DRAM winner in that scenario is $MU"
X Link 2026-02-09T17:21Z [---] followers, [---] engagements
"nce korkutup malnz alrlar. Sonra FOMO ile Newtonu kandrdklar gibi zirvede size geri satarlar. $MU u an piyasadaki en ucuz AI hissesi. Micronun dn muhteem olacak. aramba gn gerekler ortaya kacak. Bundan sonraki her bilano daha iyi gelecek ve yl sonu $1000 hedefine yolculuk balayacak. $MU $CRDO $USAR $OKLO $IREN https://t.co/iwbzTE46tZ Micronun dn muhteem olacak. aramba gn gerekler ortaya kacak. Bundan sonraki her bilano daha iyi gelecek ve yl sonu $1000 hedefine yolculuk balayacak. $MU $CRDO $USAR $OKLO $IREN https://t.co/iwbzTE46tZ"
X Link 2026-02-09T17:28Z [---] followers, [---] engagements
"$MU hedefim $1000"
X Link 2026-02-09T17:33Z [---] followers, [---] engagements
"$MU $1000 dolar olunca [--] rakibi olan $nvda gibi fiyatlanacak. Microna son gnlerde yalan haberlerle yaplan saldrlar sert bir ykseliin habercisi olabilir. Fonlar mal topluyor. Kt bir manet dt algoritmalar otomatik olarak satt. Bu fiyatlarda $MU piyasadaki en ucuz AI hissesi. $NVDA bile arpan olarak yaklak 25x daha pahal. Microna son gnlerde yalan haberlerle yaplan saldrlar sert bir ykseliin habercisi olabilir. Fonlar mal topluyor. Kt bir manet dt algoritmalar otomatik olarak satt. Bu fiyatlarda $MU piyasadaki en ucuz AI hissesi. $NVDA bile arpan olarak yaklak 25x daha pahal"
X Link 2026-02-09T17:52Z [---] followers, [----] engagements
"aramba; CEO Sanjay Mehrotra konuacak (Micronun banda yer alyor). Konuma irketin teknoloji ve ip stratejisiyle ilgili olacak zellikle otomotiv teknoloji ve yar iletken pazar trendleri zerinde durmas bekleniyor. $mu"
X Link 2026-02-09T18:09Z [---] followers, [---] engagements
"Micronun hafza/AI pazar retim yatrmlar ve teknoloji ynelimleri hakknda aklamalar olmas olasl yksek. $mu"
X Link 2026-02-09T18:10Z [---] followers, [---] engagements
"Micron CEO speaks on Wednesday. Expect updates on AI memory technology and capex. I see $MU moving fast toward $600. This conference wont be quiet"
X Link 2026-02-09T18:14Z [---] followers, [----] engagements
"Desteklerde satp stoplar patlatanlarla yalan haberleri karanlar ayn kiiler. Dipten toplayp sonra iyi haber paylaanlarda ayn kiiler. Micron para basyor ve durdurulamaz. $mu Micron CEO speaks on Wednesday. Expect updates on AI memory technology and capex. I see $MU moving fast toward $600. This conference wont be quiet. Micron CEO speaks on Wednesday. Expect updates on AI memory technology and capex. I see $MU moving fast toward $600. This conference wont be quiet"
X Link 2026-02-09T18:30Z [---] followers, [---] engagements
"@Tekstilstt aramba gn [---] zerine dzeltecek;) $mu"
X Link 2026-02-09T18:35Z [---] followers, [---] engagements
"@iyiruh45045 Bykler karar veriyor. Bu listeden ucuz kalanlar ekliyorum para para. u an en ucuz $mu"
X Link 2026-02-09T18:47Z [---] followers, [---] engagements
"Alphabet AI iplerinde MCRON belleklerini kullanyor. $MU para basyor ama dolandrclar yalan haberlerle acemileri avlyor. ALPHABET LAUNCHES GLOBAL BOND BLITZ TO FUND AI SPENDING Alphabet is raising $20 billion in U.S. bonds and planning its first bond sales in the UK and Switzerland including a rare 100-year bond to fund massive AI investments. The company expects up to $185 billion in capital https://t.co/OjZhrIrgn6 ALPHABET LAUNCHES GLOBAL BOND BLITZ TO FUND AI SPENDING Alphabet is raising $20 billion in U.S. bonds and planning its first bond sales in the UK and Switzerland including a rare"
X Link 2026-02-09T18:54Z [---] followers, [---] engagements
"Fena deil [---] [---] grntlenme. Ksa srede bu yeni sayfamda byyor. [--] haftada [---] takipi de iyi. $mu $crdo $usar $oklo $iren $smr ykseldike sayfa da byyecek.300 hisse takip ediyorum ucuz bulduklarm ekliyorum. u an en ucuz hisse $mu"
X Link 2026-02-09T18:59Z [---] followers, [---] engagements
"Algolar satt yalan haberle azar azar topluyorlar hacim yok eytan bile bunlardan ders alr. Ben de topluyorum $mu Dk hacimle dmesi pozitif"
X Link 2026-02-09T19:12Z [---] followers, [---] engagements
"aramba gnnden sonra ksa srede $600 olabilir o gazla da $1000 yaparlar yl sonu. $mu aramba; Micron Technology ynetimi Wolfe Research Auto Auto Tech and Semiconductor Conferenceda sahne alacak ve etkinlik programna gre bir sunum/konuma yapacaklar. $mu aramba; Micron Technology ynetimi Wolfe Research Auto Auto Tech and Semiconductor Conferenceda sahne alacak ve etkinlik programna gre bir sunum/konuma yapacaklar. $mu"
X Link 2026-02-09T19:22Z [---] followers, [---] engagements
"Ben size darboaz balant ( $crdo ) ve bellek diyip ( $mu ) iin $1000 dolar hedef vermedim mi Analistler bu ileri erken zemez onlar aylak. imdi abinizin dediini sylyorlar Goldman Warns DRAM Shortage Not The Only Bottleneck In AI Data Center Buildouts https://t.co/7L43eN2Kbc Goldman Warns DRAM Shortage Not The Only Bottleneck In AI Data Center Buildouts https://t.co/7L43eN2Kbc"
X Link 2026-02-09T19:47Z [---] followers, [---] engagements
"Ben ne dedim $trx ilk hedef $2.8 $trx var altn hissesi ama dopingli. Altn %1 ykselirse $trx %10 gidiyor ;) $trx var altn hissesi ama dopingli. Altn %1 ykselirse $trx %10 gidiyor ;)"
X Link 2026-02-09T20:31Z [---] followers, [---] engagements
"Bellek iin $mu ya 2x fazla deyecek ayrca $crdo da zaml fiyatlaryla bu paradan payn alacak. $mu ve $crdo $600 olunca daha fazla alcs olacak ;) Alphabet is forecasting $180B in CapEx for [----] double last year's figure. $GOOG $GOOGL https://t.co/Pe1uQD9kAA Alphabet is forecasting $180B in CapEx for [----] double last year's figure. $GOOG $GOOGL https://t.co/Pe1uQD9kAA"
X Link 2026-02-09T20:38Z [---] followers, [---] engagements
"Hacimsiz bir gnden komik ve sama yalan haberle drdler. Micron kapsnda kuyruktalar srekli fiyatlar artyor. Topluyorum. Bir sonraki patlamasnda $600 zerinde mola alacak ve $1000e yryecek. $mu"
X Link 2026-02-09T21:06Z [---] followers, [---] engagements
"Ben ne dedim. Kahin deilim. $mu ve $crdo hedeflerim $1000 $CRDO Credo Technology Prelim 3Q Revenue Beats Estimates (Bloomberg) -- Credo Technology reported preliminary revenue for the third quarter that beat the average analyst estimate. PRELIMINARY THIRD QUARTER RESULTS 🔹Prelim revenue $404 million to $408 million estimate $341.2 $CRDO Credo Technology Prelim 3Q Revenue Beats Estimates (Bloomberg) -- Credo Technology reported preliminary revenue for the third quarter that beat the average analyst estimate. PRELIMINARY THIRD QUARTER RESULTS 🔹Prelim revenue $404 million to $408 million"
X Link 2026-02-09T21:10Z [---] followers, [---] engagements
"Evet teekkrleri alaym. Abiniz bu iin kitabn yazanlara da ders verebilir ;) $crdo ve $mu hedefim $1000"
X Link 2026-02-09T21:13Z [---] followers, [----] engagements
"$crdo patlamasn ngrdm srada Micron $mu var. Karan zlecek Evet teekkrleri alaym. Abiniz bu iin kitabn yazanlara da ders verebilir ;) $crdo ve $mu hedefim $1000 https://t.co/vLl4OjXa79 Evet teekkrleri alaym. Abiniz bu iin kitabn yazanlara da ders verebilir ;) $crdo ve $mu hedefim $1000 https://t.co/vLl4OjXa79"
X Link 2026-02-09T21:20Z [---] followers, [---] engagements
"Called $CRDO early. Next up is $MU. This ones still mispriced. When the tape flips the move wont wait. Dont be the guy watching it 2x from the sidelines. $MU #AI #HBM #DRAM CAPEX boom is just getting started. $MU Cloud Memory GM: 66%. $CRDO GM: 66.76% rev +224%. My target: $1000 $MU and $1000 $CRDO. CAPEX boom is just getting started. $MU Cloud Memory GM: 66%. $CRDO GM: 66.76% rev +224%. My target: $1000 $MU and $1000 $CRDO"
X Link 2026-02-09T21:38Z [---] followers, [----] engagements
"Yanl kiiyi trollemeye alyorsunuz. Nvidia bellek tarafnda Microndan da tedarik eden mteri. NVDA compute MU bellek. $MU $NVDAnn rakibi deil. $NVDA compute (GPU) $MU bellek (HBM/DRAM). GPU bellek olmadan leklenmez. $nvda $mu dan [---] x daha pahal. $mu en ucuzu"
X Link 2026-02-09T21:56Z [---] followers, [---] engagements
"On forward P/E NVDA trades 24.9x while MU is 11.9x. If $MU was priced like $NVDA on the same multiple its roughly $800 vs $383 today. Memory demand is exploding supply is tight. Mispricing wont last. $MU $NVDA #AI #HBM Called $CRDO early. Next up is $MU. This ones still mispriced. When the tape flips the move wont wait. Dont be the guy watching it 2x from the sidelines. $MU #AI #HBM #DRAM Called $CRDO early. Next up is $MU. This ones still mispriced. When the tape flips the move wont wait. Dont be the guy watching it 2x from the sidelines. $MU #AI #HBM #DRAM"
X Link 2026-02-09T22:09Z [---] followers, [---] engagements
"$mu is unstoppable Big Tech's capex from $META $GOOGL $MSFT $AMZN exploding from $150B in Q123 to a forecast $650B+ by Q126. The money is going into data centers custom chips power cooling and networking. Amazon and Microsoft lead via cloud demand; Google and Meta are re-accelerating to https://t.co/ngD9zwUxZL Big Tech's capex from $META $GOOGL $MSFT $AMZN exploding from $150B in Q123 to a forecast $650B+ by Q126. The money is going into data centers custom chips power cooling and networking. Amazon and Microsoft lead via cloud demand; Google and Meta are re-accelerating to"
X Link 2026-02-09T22:14Z [---] followers, [---] engagements
"Forward P/E gap is crazy: $AMD 32.7x vs $MU 11.9x. If Micron traded at AMDs multiple MU is $1050 vs $383 today. Memory demand is surging and supply is tight. Mispricing wont last. $MU $AMD #AI #HBM #DRAM"
X Link 2026-02-09T22:16Z [---] followers, [---] engagements
"Forward P/E fark uuk: $AMD 32.7x $MU 11.9x. Micron bugn AMD gibi fiyatlansayd MU kabaca 1050$ ederdi; u an 383$. Bellek talebi patlyor arz sk. Bu yanl fiyatlama kalc deil. $MU $AMD #AI #HBM #DRAM"
X Link 2026-02-09T22:17Z [---] followers, [---] engagements
"Forward P/E is wild: $INTC 103x vs $MU 11.9x. If Micron traded at Intels multiple MU is roughly $3.3K vs $383 today. Memory demand is surging supply is tight. $MU $INTC #AI #HBM #DRAM"
X Link 2026-02-09T22:17Z [---] followers, [---] engagements
"Forward P/E fark komik: $INTC 103x $MU 11.9x. Micron bugn Intel gibi fiyatlansayd MU kabaca 3.3K$ ederdi; u an 383$. Bellek talebi patlyor arz sk. $MU $INTC #AI #HBM #DRAM"
X Link 2026-02-09T22:17Z [---] followers, [---] engagements
"Forward P/E uuk: $TSLA 207x $MU 11.9x. Micron bugn Tesla gibi fiyatlansayd MU kabaca 6.700$ ederdi; u an 383$. Bellek talebi patlyor arz sk. Bu yanl fiyatlama kalc deil. $MU $TSLA #AI #HBM #DRAM"
X Link 2026-02-09T22:18Z [---] followers, [---] engagements
"Forward P/E is extreme: $TSLA 207x vs $MU 11.9x. If Micron traded at Teslas multiple MU would be roughly $6700 versus $383 today. Memory demand is surging supply is tight. Mispricing wont last. $MU $TSLA #AI #HBM #DRAM"
X Link 2026-02-09T22:19Z [---] followers, [---] engagements
"Forward P/E gap is the story. Broadcom ($AVGO) trades 34.2x forward earnings Micron ($MU) 11.9x. If $MU was priced like $AVGO on the same multiple MU is about $1100 versus $383 today. Memory demand is surging supply is tight. $MU $AVGO #AI #HBM #DRAM"
X Link 2026-02-09T22:21Z [---] followers, [---] engagements
"Forward P/E fark her eyi anlatyor. Broadcom ($AVGO) 34.2x Micron ($MU) 11.9x. MU bugn AVGO gibi fiyatlansayd kabaca 1100$ ederdi u an 383$. Bellek talebi patlyor arz sk. $MU $AVGO #AI #HBM #DRAM"
X Link 2026-02-09T22:22Z [---] followers, [---] engagements
"Forward P/E gap is huge. Google ($GOOGL) trades 28.7x forward earnings Micron ($MU) 11.9x. If MU was priced like GOOGL on the same multiple MU is about $924 versus $383 today. Memory is the AI bottleneck. $MU $GOOGL #AI #HBM #DRAM"
X Link 2026-02-09T22:22Z [---] followers, [---] engagements
"Forward P/E fark ok byk. Google ($GOOGL) 28.7x Micron ($MU) 11.9x. MU bugn GOOGL gibi fiyatlansayd kabaca 924$ ederdi u an 383$. AIn darboaz bellek. $MU $GOOGL #AI #HBM #DRAM"
X Link 2026-02-09T22:22Z [---] followers, [---] engagements
"Forward P/E tells the whole story: $PLTR 116x vs $MU 11.9x. If Micron traded at Palantirs multiple $MU would be roughly $3745 versus $383 today. Memory demand is surging and supply is tight. $MU $PLTR #AI #HBM #DRAM"
X Link 2026-02-09T22:25Z [---] followers, [---] engagements
"Forward P/E her eyi anlatyor: $PLTR 116x $MU 11.9x. Micron bugn Palantir gibi fiyatlansayd $MU kabaca 3.745$ ederdi; u an 383$. Bellek talebi patlyor arz sk. $MU $PLTR #AI #HBM #DRAM"
X Link 2026-02-09T22:25Z [---] followers, [---] engagements
"Forward P/E gap is absurd: $SOFI 33.9x vs $MU 11.9x. If Micron traded at SoFis multiple $MU would be roughly $1090 versus $383 today. Memory demand is surging and supply is tight. $MU $SOFI #AI #HBM #DRAM"
X Link 2026-02-09T22:26Z [---] followers, [---] engagements
"Forward P/E fark uuk: $SOFI 33.9x $MU 11.9x. Micron bugn SoFi gibi fiyatlansayd $MU kabaca 1.090$ ederdi; u an 383$. Bellek talebi patlyor arz sk. $MU $SOFI #AI #HBM #DRAM"
X Link 2026-02-09T22:26Z [---] followers, [---] engagements
"$MU byyor hikaye bozulmuyor: New Yorkta mega fab sahas balad Idahoda ikinci fab hzlanyor. Singapurda yeni wafer fab ve Japonya Hiroshimada HBM genilemesi. stne Tayvanda fab alm. $MU karalama FUD ama ucuzdan mal toplamak. $MU DURDURULAMAZ Micron has completed a major structural milestone of our new Idaho fab Built from [-----] tons of American steelnearly the amount used to construct the Golden Gate Bridgethe fab will support a 600000squarefoot cleanroom where we will manufacture leadingedge memory. Were https://t.co/dUBNY8S90w Micron has completed a major structural milestone of our new Idaho"
X Link 2026-02-10T07:45Z [---] followers, [---] engagements
"$MU is growing the story is intact: mega fab site underway in New York second fab accelerating in Idaho. New wafer fab in Singapore and HBM expansion in Hiroshima Japan. On top of that a fab acquisition in Taiwan. The $MU smear is pure FUD to accumulate cheap shares. Micron has completed a major structural milestone of our new Idaho fab Built from [-----] tons of American steelnearly the amount used to construct the Golden Gate Bridgethe fab will support a 600000squarefoot cleanroom where we will manufacture leadingedge memory. Were https://t.co/dUBNY8S90w Micron has completed a major"
X Link 2026-02-10T07:47Z [---] followers, [---] engagements
"$MU builds where it sells: DRAM + HBM in the U.S. Japan Taiwan; NAND in Singapore; assembly/test in Malaysia; legacy ops in Xian. And the U.S. buildout is massive: [--] Idaho fabs + up to [--] New York fabs. Scale like this puts $MU on a $5T path. #AI #HBM #DRAM #NAND Micron has completed a major structural milestone of our new Idaho fab Built from [-----] tons of American steelnearly the amount used to construct the Golden Gate Bridgethe fab will support a 600000squarefoot cleanroom where we will manufacture leadingedge memory. Were https://t.co/dUBNY8S90w Micron has completed a major structural"
X Link 2026-02-10T08:50Z [---] followers, [---] engagements
"$tsm ve $intc iin ok kt haber. $nvda artk mterilerinin nefretini kazanyor ve ou kendi AI ipini gelitirmek iin srada. Nvdia artk gzmden dt. ABDde [--] AI ip reticisi var ama AI belle reticisi $mu Micron tek. NVIDIA @Samsung AI . 👏 Samsung NVIDIA AI . : https://t.co/YeicufrlSX NVIDIA @Samsung AI . 👏 Samsung NVIDIA AI . : https://t.co/YeicufrlSX"
X Link 2026-02-10T10:23Z [---] followers, [---] engagements
"NVIDIA x Samsung building AI factories is a real signal. Its not just chips its manufacturing scale and automation. If Samsung can lift yields and efficiency foundry leverage shifts. Supply chain diversification strengthens $NVDA. Watch $TSM and $INTC. NVIDIA @Samsung AI . 👏 Samsung NVIDIA AI . : https://t.co/YeicufrlSX NVIDIA @Samsung AI . 👏 Samsung NVIDIA AI . : https://t.co/YeicufrlSX"
X Link 2026-02-10T10:25Z [---] followers, [---] engagements
"$MU is facing a wave of false claims and coordinated FUD. This misinformation scares retail investors and distorts the market. @MicronTech @MicronCEO please address the record publicly and take action against accounts spreading defamatory false narratives. Transparency matters"
X Link 2026-02-10T11:36Z [---] followers, [---] engagements
"Uzakdounun ip+bellek zinciri HPQya (Spruce Pine) sandndan daha baml. HPQ kuvars potalar zerinden wafer retiminin kritik girdisi. ABDde ileri bellek tarafnda tek yerli retici $MU. Jeopolitik skmada yeniden fiyatlama en sert burada olur. $MU O ip reticilerin ok gvendikleri gelecek var ya te o gelecek semi-conductor grade ultra-pure quartz sand yani en saf silika (SiO) olmadan bir anda sfr olabilir O silika yani kum dnyada sedece ABD'nin Kuzey Carolina'daki Spruca Pine maden blgesinden kyor Saflk%9999 O ip reticilerin ok gvendikleri gelecek var ya te o gelecek semi-conductor grade ultra-pure"
X Link 2026-02-10T14:15Z [---] followers, [---] engagements
"Deutsche Bank Micron ynetimiyle grp hedefi $500e ekti. Rapora gre fiyatlama son eyrekte %95e yakn ykseldi talep arz eziyor. Panikle satan kaybeder stratejik olan toplar. Ben topluyorum. Yl sonu hedefim: $1000. $MU Deutsche Bank hedefi $500a ekti. Bu sadece ilk adm. Yl ortasndan sonra ayn kurumlar $1000 konuacak. HBM gerei deimez: $MU durdurulamaz. 🚀 https://t.co/7R6vcTMP9S Deutsche Bank hedefi $500a ekti. Bu sadece ilk adm. Yl ortasndan sonra ayn kurumlar $1000 konuacak. HBM gerei deimez: $MU durdurulamaz. 🚀 https://t.co/7R6vcTMP9S"
X Link 2026-02-10T17:54Z [---] followers, [---] engagements
"Micron ynetimi yarn Wolfe Research Auto Auto Tech and Semiconductor Conferenceta konuacak. Deutsche Banka sylediklerinin aynsn net ekilde tekrar ederse $MU da %15lik bir hareket grr myz 🚀 $MU Deutsche Bank Micron ynetimiyle grp hedefi $500e ekti. Rapora gre fiyatlama son eyrekte %95e yakn ykseldi talep arz eziyor. Panikle satan kaybeder stratejik olan toplar. Ben topluyorum. Yl sonu hedefim: $1000. $MU Deutsche Bank Micron ynetimiyle grp hedefi $500e ekti. Rapora gre fiyatlama son eyrekte %95e yakn ykseldi talep arz eziyor. Panikle satan kaybeder stratejik olan toplar. Ben topluyorum. Yl"
X Link 2026-02-10T18:14Z [---] followers, [----] engagements
"@doongyidaddy Edge AI is real but memory is the bottleneck. LPDDR5X is just the start. Autonomous driving scales on bandwidth latency and capacity. No memory no autonomy. $mu 🚀"
X Link 2026-02-10T18:59Z [---] followers, [---] engagements
"Gelecek [--] yl geen [--] yldan ok daha iyi olacak. $MU $CRDO $OKLO $IREN $USAR $SMR"
X Link 2026-02-10T19:04Z [---] followers, [---] engagements
"Yaklak [--] dolandrcnn dersini verdim yalan makineleri. Kimi dolandrabilirlerse. $mu durdurulamaz. I called out your $MU misinformation with facts. Right after I posted charts/patterns work only while people believe; fundamentals win long term you blocked me. When the story breaks the block button is the last defense. https://t.co/fmZwismv5p I called out your $MU misinformation with facts. Right after I posted charts/patterns work only while people believe; fundamentals win long term you blocked me. When the story breaks the block button is the last defense. https://t.co/fmZwismv5p"
X Link 2026-02-10T19:21Z [---] followers, [---] engagements
"Otonom srte zeka deil refleks kazanr. Refleks = bellek bant genilii + gecikme. Edge AI bellek ister. $MU"
X Link 2026-02-10T19:26Z [---] followers, [---] engagements
"Veri merkezi sadece GPU deil: Sunucuda DDR5 depolamada SSD NAND. AI yn bellek+storage ile ayakta. $MU"
X Link 2026-02-10T19:27Z [---] followers, [---] engagements
"Analysts just started whispering $600 for $MU. Thats always how it goes: Wall Street arrives late upgrades after the move and chases price. Im saying it now upfront: My worst-case year-end target for Micron is $1000. Not my bull case. Not my dream scenario. My floor. Memory is the bottleneck. HBM + DRAM pricing power is back. AI capex doesnt scale on compute alone. It scales on bandwidth and capacity. Theyll discover $1000 later. Im positioned before the crowd. $MU 🔥💰🚀 https://twitter.com/i/web/status/2021976780970614946 https://twitter.com/i/web/status/2021976780970614946"
X Link 2026-02-12T15:56Z [---] followers, [----] engagements
"$MU right now feels like buying $NVDA in [----] before the real move. The next [--] years could mirror Nvidias explosive run from [----] to today. This isnt just a stock. Its core U.S. AI infrastructure. No memory no AI. And capital flows to strategic bottlenecks. #Micron #MU #AI #HBM #DRAM #Semiconductors #NASDAQ #WallStreet #USA #CHIPSAct #DataCenter #Gold #Silver https://twitter.com/i/web/status/2022397638012735800 https://twitter.com/i/web/status/2022397638012735800"
X Link 2026-02-13T19:49Z [---] followers, [---] engagements
"Birok kiiden daha fazla getiri retebileceini dndm basite alp tutulacak sepetim: $CRDO $MU $USAR $OKLO $IREN [----] boyunca dokunmadan tayacam. Yl sonunda total return ile bakacaz. Gncelledim"
X Link 2026-02-03T21:13Z [---] followers, [----] engagements
"$iren bir anlama aklarsa sper olur. Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. The A100 is nearly SIX YEARS OLD. And you're still bearish "Because there is so much more demand than supply there typically still is demand for the older chips https://t.co/rQi5fQLeTX Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. The A100 is nearly SIX YEARS OLD. And you're still bearish "Because there is so much more demand than supply there typically still is demand for the"
X Link 2026-02-04T12:58Z [---] followers, [---] engagements
"Google TPUlarnda (Tensor Processing Unit) Micron belleklerini (Micron Technology) kullanyor. Long $mu"
X Link 2026-02-04T21:32Z [---] followers, [---] engagements
"$mu sayesinde Monacodaki villamdan tweet atarken seneye ben size sylemitim diyeceim. zel jetimi de Nicee brakp Monaca St tropez aras gezeceim ;) Byk dn;) #yatrm $MU dyor diye soranlara rnlerine %100 zam yapyor. Talep arzn [--] kat. Bu tabloda mantkl bir d gerekesi yok. Olan ey fiyat deil alg ynetimi: likidite topluyorlar zayf elleri silkelerken gl eller biriktiriyor.Hikaye ayn: fiyatlama geici gerekler kalc https://t.co/aL79LYBcpP $MU dyor diye soranlara rnlerine %100 zam yapyor. Talep arzn [--] kat. Bu tabloda mantkl bir d gerekesi yok. Olan ey fiyat deil alg ynetimi: likidite topluyorlar zayf"
X Link 2026-02-05T15:46Z [---] followers, [---] engagements
"U.S. tech giants are massively increasing CAPEX effectively tripling Micron and Credos revenues. With memory supply constrained Micron keeps raising prices. When demand runs 3x supply factories turn into money-printing machines. $MU $CRDO $NVDA $AMD $AMZN $MSFT $META $GOOGL"
X Link 2026-02-06T07:01Z [---] followers, [----] engagements
"The CAPEX spending explosion is just getting started. $MU (Micron Technology) Cloud Memory gross margin hit 66%. $CRDO (Credo Technology Group) The company boasts 66.76% gross profit margins and has delivered 224% revenue growth. $crdo ve $mu iin $1000 hedefi koydum Ytd. $crdo ve $mu iin $1000 hedefi koydum Ytd"
X Link 2026-02-06T11:38Z [---] followers, [---] engagements
"CAPEX harcama patlamas daha yeni balyor. $MU (Micron Technology) Cloud Memory brt kr marj %66ya ulat. $CRDO (Credo Technology Group) irket %6676 brt kr marjna sahip ve %224 gelir bymesi yakalad. $crdo ve $mu iin $1000 hedefi koydum Ytd. $crdo ve $mu iin $1000 hedefi koydum Ytd"
X Link 2026-02-06T11:39Z [---] followers, [---] engagements
"@rzayev7895 Earlier on January [--] Barclays analyst Tom OMalley raised the price target for Credo Technology Group Holding Ltd. $crdo to $260 from $220 while maintaining an Overweight. This revision was part of a broader [----] outlook for the semiconductor and semiconductor capital"
X Link 2026-02-07T19:02Z [---] followers, [---] engagements
"Earlier on January [--] Barclays analyst Tom OMalley raised the price target for Credo Technology Group Holding Ltd. (NASDAQ: $CRDO) to $260 from $220 while maintaining an Overweight. $mu $crdo"
X Link 2026-02-07T19:06Z [---] followers, [---] engagements
"aramba; Micron Technology ynetimi Wolfe Research Auto Auto Tech and Semiconductor Conferenceda sahne alacak ve etkinlik programna gre bir sunum/konuma yapacaklar. $mu aramba; CEO Sanjay Mehrotra konuacak (Micronun banda yer alyor). Konuma irketin teknoloji ve ip stratejisiyle ilgili olacak zellikle otomotiv teknoloji ve yar iletken pazar trendleri zerinde durmas bekleniyor. $mu aramba; CEO Sanjay Mehrotra konuacak (Micronun banda yer alyor). Konuma irketin teknoloji ve ip stratejisiyle ilgili olacak zellikle otomotiv teknoloji ve yar iletken pazar trendleri zerinde durmas bekleniyor. $mu"
X Link 2026-02-09T18:09Z [---] followers, [---] engagements
"@Arronwei3n Micron failing HBM4 is not a fact its pure FUD. HBM allocations are dynamic not fixed and Nvidia shifts volume based on qual yield reliability and capacity. Weve seen this before. Also Micron is the only US-based HBM supplier. Supply security and geopolitics matter. $MU"
X Link 2026-02-10T06:57Z [---] followers, [---] engagements
"@jukan05 Micron failing HBM4 is not a fact its pure FUD. HBM allocations are dynamic not fixed and Nvidia shifts volume based on qual yield reliability and capacity. Weve seen this before. Also Micron is the only US-based HBM supplier. Supply security and geopolitics matter. $MU"
X Link 2026-02-10T06:57Z [---] followers, [---] engagements
"Micron failing HBM4 is not a fact its pure FUD. HBM allocations are dynamic not fixed and Nvidia shifts volume based on qual yield reliability and capacity. Weve seen this before. Also Micron is the only US-based HBM supplier. Supply security and geopolitics matter. $MU"
X Link 2026-02-10T07:04Z [---] followers, [---] engagements
"This looks like pure damage control. Old tweets deleted narrative flipped. Spreading HBM4 FUD has real market impact. @MicronTech @MicronCEO shareholders deserve clarity. If misinformation caused economic harm accountability should follow. Facts rumors. $MU"
X Link 2026-02-10T10:12Z [---] followers, [---] engagements
"Deutsche Bank hedefi $500a ekti. Bu sadece ilk adm. Yl ortasndan sonra ayn kurumlar $1000 konuacak. HBM gerei deimez: $MU durdurulamaz. 🚀"
X Link 2026-02-10T15:33Z [---] followers, [----] engagements
"Dolandrclar [--] Micron yatrmclar [--]. Ama ma 1-5 bitecek. $MU durdurulamaz. Yl sonu hedefim: 1000$. 🔥 #AI #HBM #DRAM Yaknda buna benzer haberler Micron $mu iin gelebilir Yaknda buna benzer haberler Micron $mu iin gelebilir"
X Link 2026-02-10T17:24Z [---] followers, [---] engagements
"Deutsche Bank raised Microns PT to $500 after talks with management. Reports point to 95% QoQ pricing uplift and demand far above supply. Weak hands sell smart money accumulates. Im accumulating. Year-end target: $1000. $MU Deutsche Bank hedefi $500a ekti. Bu sadece ilk adm. Yl ortasndan sonra ayn kurumlar $1000 konuacak. HBM gerei deimez: $MU durdurulamaz. 🚀 https://t.co/7R6vcTMP9S Deutsche Bank hedefi $500a ekti. Bu sadece ilk adm. Yl ortasndan sonra ayn kurumlar $1000 konuacak. HBM gerei deimez: $MU durdurulamaz. 🚀 https://t.co/7R6vcTMP9S"
X Link 2026-02-10T17:55Z [---] followers, [---] engagements
"If Micron management repeats tomorrow at the Wolfe Research Auto Auto Tech & Semiconductor Conference exactly what they told Deutsche Bank could $MU rally +15% 🤔🚀 $MU Deutsche Bank hedefi $500a ekti. Bu sadece ilk adm. Yl ortasndan sonra ayn kurumlar $1000 konuacak. HBM gerei deimez: $MU durdurulamaz. 🚀 https://t.co/7R6vcTMP9S Deutsche Bank hedefi $500a ekti. Bu sadece ilk adm. Yl ortasndan sonra ayn kurumlar $1000 konuacak. HBM gerei deimez: $MU durdurulamaz. 🚀 https://t.co/7R6vcTMP9S"
X Link 2026-02-10T18:14Z [---] followers, [---] engagements
"@doongyidaddy HBMs matter for training but autonomy and edge inference scale on DRAM bandwidth latency and cost efficiency. LPDDR5X and advanced DRAM will drive volume and margins. Edge AI is where it compounds. $mu"
X Link 2026-02-10T19:06Z [---] followers, [---] engagements
"@The_RockTrading Charts patterns Fibonacci indicators they work as long as people believe in them. Fundamentals always win in the long run. $mu is unstoppable"
X Link 2026-02-10T19:14Z [---] followers, [---] engagements
"I called out your $MU misinformation with facts. Right after I posted charts/patterns work only while people believe; fundamentals win long term you blocked me. When the story breaks the block button is the last defense"
X Link 2026-02-10T19:18Z [---] followers, [----] engagements
"Micronun gc: DRAM + NAND + HBM. Tek rn hikayesi deil tm bellek yn. $MU"
X Link 2026-02-10T19:26Z [---] followers, [---] engagements
"Kapasite skysa fiyatlama gc artar. Micron [----] HBM iin fiyat/hacim anlamalarndan bahsediyor. Talep gerek. $MU"
X Link 2026-02-10T19:27Z [---] followers, [---] engagements
"@hendasebey $mu"
X Link 2026-02-10T19:29Z [---] followers, [---] engagements
"Bellek neredeyse tm elektroniklerin kalbi: telefon PC sunucu yapay zeka bulut otomobil robot kamera TV modem oyun konsolu Hepsi bellekle alr. Bellek olmadan teknoloji leklenmez. Bu yzden $MU durdurulamaz. Gelecein [--] trilyon dolarlk irketi. $MU"
X Link 2026-02-10T19:52Z [---] followers, [---] engagements
"$mu para basyor ama hisseyi dryorlar yersen ;) Teknoloji devleri yle bor ald byle yatrm yapt diyoruz bol bol da Yapay Zeka kullanyoruz ya. yan etkisi: RAM ve fla bellek fiyatlar altnla yaryor duracak gibi de deil. 🥲 https://t.co/Y6jTz4VCuj Teknoloji devleri yle bor ald byle yatrm yapt diyoruz bol bol da Yapay Zeka kullanyoruz ya. yan etkisi: RAM ve fla bellek fiyatlar altnla yaryor duracak gibi de deil. 🥲 https://t.co/Y6jTz4VCuj"
X Link 2026-02-10T20:15Z [---] followers, [---] engagements
"@e507 $mu para basyor ;)"
X Link 2026-02-10T20:18Z [---] followers, [---] engagements
"$mu is unstoppable Teknoloji devleri yle bor ald byle yatrm yapt diyoruz bol bol da Yapay Zeka kullanyoruz ya. yan etkisi: RAM ve fla bellek fiyatlar altnla yaryor duracak gibi de deil. 🥲 https://t.co/Y6jTz4VCuj Teknoloji devleri yle bor ald byle yatrm yapt diyoruz bol bol da Yapay Zeka kullanyoruz ya. yan etkisi: RAM ve fla bellek fiyatlar altnla yaryor duracak gibi de deil. 🥲 https://t.co/Y6jTz4VCuj"
X Link 2026-02-10T20:26Z [---] followers, [---] engagements
"Micron hakknda sama yalanlar atanlara kaynak sordum. Gsteren yok. Gerek ortada: bellek fiyatlar yaklak [--] kat artt. DRAM ve NAND uuyor. Yalanlara kulak asmayn. $MU yl sonu hedefim 1000$. Her d alm frsat. Micron durdurulamaz"
X Link 2026-02-10T20:37Z [---] followers, [---] engagements
"I asked those spreading nonsense about Micron for their sources. None provided. Reality is clear: memory prices are up nearly 6x. DRAM and NAND are exploding. Ignore the noise and lies. $MU year-end target $1000. Every dip is a buying opportunity. Micron is unstoppable"
X Link 2026-02-10T20:37Z [---] followers, [----] engagements
"$mu is unstoppable $MU Is Micron in trouble with HBM4 NO. [----] full HBM production It's SOLD the fuck out Micron has shipped HBM4 samples to multiple key customers starting in mid-2025 with volume ramp planned for calendar [----]. The company's entire HBM production capacity for [----] https://t.co/UaVGsnkfU6 $MU Is Micron in trouble with HBM4 NO. [----] full HBM production It's SOLD the fuck out Micron has shipped HBM4 samples to multiple key customers starting in mid-2025 with volume ramp planned for calendar [----]. The company's entire HBM production capacity for [----] https://t.co/UaVGsnkfU6"
X Link 2026-02-11T06:33Z [---] followers, [---] engagements
"Nasdaq k senaryosuna katlmyorum. ABDde AI veri merkezi CAPEXi tarih yazyor. Bu [--] yllk bir altyap sper dngs. Compute tek bana yetmez; bellek + interconnect art. Dngnn kazananlar tedarikiler: $MU $CRDO 2022de Nasdaq kerken #Bist tarihinin en iyi yllarndan birini geirmiti [----] iin de benzer dncelerim olduunu [----] [--] Ocak yaynmdan itibaren neredeyse her yaynmda izah etmitim. Beklentilerim deimedi. 🙏🧿❤ 2022de Nasdaq kerken #Bist tarihinin en iyi yllarndan birini geirmiti [----] iin de benzer dncelerim olduunu [----] [--] Ocak yaynmdan itibaren neredeyse her yaynmda izah etmitim. Beklentilerim deimedi."
X Link 2026-02-11T07:03Z [---] followers, [---] engagements
"Micron is unstoppable. My year-end target: $1000. 🚀 $mu $smr $oklo $iren $usar $crdo $MU "Winbond Expects DRAM Prices to Jump Nearly [--] by June [----]. Capacity Booked Through 2027" Trajectory Q1 [----] (current quarter): 9095% increase Q2 2026: Similar magnitude (near-doubling again) Cumulative result: [--] by June [----] SLC NAND price hikes are even outpacing DRAM https://t.co/jyasbQFLFr $MU "Winbond Expects DRAM Prices to Jump Nearly [--] by June [----]. Capacity Booked Through 2027" Trajectory Q1 [----] (current quarter): 9095% increase Q2 2026: Similar magnitude (near-doubling again) Cumulative result:"
X Link 2026-02-11T07:23Z [---] followers, [---] engagements
"Winbond: DRAM prices could rise nearly 4x by June [----]. AI demand has locked up capacity booked through [----]. The pullbacks are just a short-term game noise. Im accumulating. My year-end target for Micron: $1000. $MU 🔥 Winbond: DRAM fiyatlar [----] Hazirana kadar neredeyse 4x olabilir. AI talebi kapasiteyi kilitledi 2027ye kadar dolu.Dler bir oyun ksa vadeli grlt. Ben topluyorum. Micron yl sonu hedefim: $1000. $MU 🔥 https://t.co/3Ew4c8P2fS Winbond: DRAM fiyatlar [----] Hazirana kadar neredeyse 4x olabilir. AI talebi kapasiteyi kilitledi 2027ye kadar dolu.Dler bir oyun ksa vadeli grlt. Ben"
X Link 2026-02-11T07:42Z [---] followers, [---] engagements
"Ksaca paralar $mu $crdo $usar a bas demi;) 🚨 Druckenmiller'n Stratejisi👇ONEMLI👇🚨 "Tm yumurtalar tek sepete koy ve o sepeti ok iyi izle" 🧺🔥 Efsane yatrmc Stanley Druckenmiller modern finansn "eitlendirme" (diversification) kuraln ykan u dersleri veriyor: 🔹 Parann %80'i portfydeki 2-3 ana https://t.co/fVIDePk08H 🚨 Druckenmiller'n Stratejisi👇ONEMLI👇🚨 "Tm yumurtalar tek sepete koy ve o sepeti ok iyi izle" 🧺🔥 Efsane yatrmc Stanley Druckenmiller modern finansn "eitlendirme" (diversification) kuraln ykan u dersleri veriyor: 🔹 Parann %80'i portfydeki 2-3 ana https://t.co/fVIDePk08H"
X Link 2026-02-11T10:40Z [---] followers, [---] engagements
"AI sper dngsnn omurgas net: $MU + $CRDO. Compute tek bana yetmez. lek bellek bant genilii ve yksek hzl veri balants ile olur. $MU bellek darboazn zer $CRDO veri merkezinde trafii tar. SanDisk tarafnda risk net: $WDCnin elindeki 75M $SNDK hissesi sat ksa vadede arz basks yaratr. Bu yzden bugn en mantkl bellek yatrm benim iin net: Micron $MU. Emtia taraf: Bakr veri merkezlerinin kablolama g datm ve soutma altyapsnn ana metali. Gm sanayi talebiyle glenir gne enerjisi ve uzayda kurulacak veri merkezleri temas byrse talep daha da hzlanabilir. Ben sermayeyi grltye deil kazanan altyapya koyarm."
X Link 2026-02-11T11:16Z [---] followers, [---] engagements
"Compute yar kalabalk. AI ipi tarafnda [--] oyuncu var. Herkes ayn arenada kavga ediyor: $NVDA $AMD $INTC $AVGO $QCOM $ARM. stne hyperscalerlarn kendi silikonlar: $GOOGL (TPU) $AMZN (Trainium/Inferentia) $MSFT $META $AAPL. Yani rekabetin en youn olduu yerde para arayan ok. Ama AI sadece compute deil. lek iki eyle olur: 1.Bellek bant genilii ve kapasite 2.Veri merkezinin iinde trafii tayan yksek hzl balant GPUyu istediin kadar byt veri hzl beslenmiyorsa sistem kilitlenir. Trafik tanmyorsa cluster boulur. Gerek darboaz burada. Bu sper dngnn omurgas bu yzden net: $MU + $CRDO. $MU: AI belleini zer."
X Link 2026-02-11T11:57Z [---] followers, [---] engagements
"Compute is crowded. On the AI chip side youve got [--] players fighting in the same arena: $NVDA $AMD $INTC $AVGO $QCOM $ARM. Plus hyperscalers building their own silicon: $GOOGL (TPU) $AMZN (Trainium/Inferentia) $MSFT $META $AAPL. Thats where competition is the highest. But AI doesnt scale on compute alone. It scales on two things: 1.memory bandwidth and capacity 2.high-speed connectivity that moves traffic inside the data center You can add GPUs all day but if data cant be fed fast enough the system stalls. If traffic cant move the cluster chokes. The real bottleneck is here. Thats why the"
X Link 2026-02-11T11:58Z [---] followers, [---] engagements
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