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# ![GF Securities Co. Ltd. Graphic](https://lunarcrush.com/gi/w:26/t:$1776hk.png) GF Securities Co. Ltd.

GF Securities is optimistic about the NAND market, but downgrades the entire memory sector due to risks. Dell's stock is up XX% driven by accelerating AI infrastructure trends, according to GF Securities reports.

### About GF Securities Co. Ltd.
GF Securities Co. Ltd. is a financial entity, likely a brokerage or investment firm, with market and social data being tracked.  

### Insights [#](/topic/$1776hk/insights)
- GF Securities Co. Ltd. mentions hit XX which is XXX% higher than it's daily average.
- GF Securities Co. Ltd. posts created is up XXX% from the previous week.

### Price: $ [#](/topic/$1776hk/close)
---
![Price Line Chart](https://lunarcrush.com/gi/w:600/t:$1776hk/c:line/m:close/iv:1d.svg)  
[Price 24-Hour Time-Series Raw Data](/topic/$1776hk/time-series/close.tsv)  
The price action is uncertain, with positive news about eSSD demand and MRVL's ARKE project win potentially being offset by the negative outlook on the memory sector and NVIDIA's GPU shipments. The price hit a 52-week high of $XXXXX for the hour.  

**1-Year High**: $XX on 2025-10-16  
**1-Year Low**: $XXXX on 2025-04-07  
  
  
### AltRank: undefined [#](/topic/$1776hk/alt_rank)
---
![AltRank Line Chart](https://lunarcrush.com/gi/w:600/t:$1776hk/c:line/m:alt_rank/iv:1d.svg)  
[AltRank 24-Hour Time-Series Raw Data](/topic/$1776hk/time-series/alt_rank.tsv)  
GF Securities Co. Ltd. is currently AltRank #undefined based on combined combined social and market metrics
**Daily Average**: XXXXX  
**1-Year High**: XXXXX on 2025-02-24  
**1-Year Low**: XXX on 2025-03-24  
  
  
### Galaxy Score: XX [#](/topic/$1776hk/galaxy_score)
---
![Galaxy Score Line Chart](https://lunarcrush.com/gi/w:600/t:$1776hk/c:line/m:galaxy_score/iv:1d.svg)  
[Galaxy Score 24-Hour Time-Series Raw Data](/topic/$1776hk/time-series/galaxy_score.tsv)  
**Current Value**: XX  
**Daily Average**: XX  
**1-Year High**: XX on 2025-01-10  
**1-Year Low**: X on 2025-09-19  
  
  
### Engagements: XXX [#](/topic/$1776hk/interactions)
---
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/t:$1776hk/c:line/m:interactions/iv:1d.svg)  
[Engagements 24-Hour Time-Series Raw Data](/topic/$1776hk/time-series/interactions.tsv)  
**Current Value**: XXX  
**Daily Average**: XXXXX  
**1 Week**: XXXXXX -XX%  
**1 Month**: XXXXXXX +17%  
**6 Months**: XXXXXXX +703%  
**1 Year**: XXXXXXXXX +951%  
**1-Year High**: XXXXXX on 2025-09-10  
**1-Year Low**: X on 2024-10-22  

| Social Network | News | Reddit | X   |
| -------------- | ---- | ------ | -   |
| Engagements    | X    | X      | XXX |
  

  
  
### Mentions: XX [#](/topic/$1776hk/posts_active)
---
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/t:$1776hk/c:line/m:posts_active/iv:1d.svg)  
[Mentions 24-Hour Time-Series Raw Data](/topic/$1776hk/time-series/posts_active.tsv)  
**Current Value**: XX  
**Daily Average**: XX  
**6 Months**: XXX +120%  
**1 Year**: XXX +145%  
**1-Year High**: XX on 2025-06-27  
**1-Year Low**: X on 2024-10-22  

| Social Network | News | Reddit | X  |
| -------------- | ---- | ------ | -  |
| Mentions       | X    | X      | XX |
  

  
  
### Creators: XX [#](/topic/$1776hk/contributors_active)
---
![Creators Line Chart](https://lunarcrush.com/gi/w:600/t:$1776hk/c:line/m:contributors_active/iv:1d.svg)  
[Creators 24-Hour Time-Series Raw Data](/topic/$1776hk/time-series/contributors_active.tsv)  
XX unique social accounts have posts mentioning GF Securities Co. Ltd. in the last XX hours which is up XX% from X in the previous XX hours
**Daily Average**: X  
**6 Months**: XXX +92%  
**1 Year**: XXX +85%  
**1-Year High**: XX on 2025-06-27  
**1-Year Low**: X on 2024-10-22  

The most influential creators that mention GF Securities Co. Ltd. in the last XX hours

| Creator                                        | Rank | Followers | Posts | Engagements |
| -------                                        | ---- | --------- | ----- | ----------- |
| [@rwang07](/creator/twitter/rwang07)           | X    | XXXXXX    | X     | XXX         |
| [@Jukanlosreve](/creator/twitter/Jukanlosreve) | X    | XXXXXX    | XX    | XX          |
| [@HSKChain](/creator/twitter/HSKChain)         | X    | XXXXXXX   | X     | X           |

[View More](/list/creators/$1776hk/100)
  
  
### Sentiment: XXX% [#](/topic/$1776hk/sentiment)
---
![Sentiment Line Chart](https://lunarcrush.com/gi/w:600/t:$1776hk/c:line/m:sentiment/iv:1d.svg)  
[Sentiment 24-Hour Time-Series Raw Data](/topic/$1776hk/time-series/sentiment.tsv)  
**Current Value**: XXX%  
**Daily Average**: XX%  
**1 Week**: XXX% no change  
**1 Month**: XXX% no change  
**6 Months**: XXX% no change  
**1 Year**: XXX% no change  
**1-Year High**: XXX% on 2024-10-23  
**1-Year Low**: XX% on 2025-02-17  

**Most Supportive Themes**
- **Dell's Growth and AI Infrastructure:** (45%) GF Securities highlights Dell's significant growth in GB300 demand and strengthening storage business, driven by AI infrastructure trends.
- **NAND Market Optimism:** (25%) GF Securities is optimistic about the NAND market, expecting disciplined capacity expansion and limited new additions in 2026.
- **Upgrades and Positive Ratings:** (15%) Several companies, including AMH, ACLS, CE, CRL, CTVA, CCI, DELL, RACE, KNX, NKE, NVO, and SHLS, received upgrades and positive ratings from various financial institutions.
  
**Most Critical Themes**
- **Memory Sector Downturn:** (15%)  GF Securities downgrades the entire memory sector, citing risks of tariffs and deteriorating demand.
  
Network engagement breakdown:  
| Network | Positive | %   | Neutral | %  | Negative | %  |
| ------- | -------- | -   | ------- | -  | -------- | -  |
| News    | X        | X%  | X       | X% | X        | X% |
| Reddit  | X        | X%  | X       | X% | X        | X% |
| X       | XXX      | XX% | XX      | X% | X        | X% |
|         |          |     |         |    |          |    |
| Total   | XXX      | XX% | XX      | X% | X        | X% |
  

  
  
### Market Cap: $undefined [#](/topic/$1776hk/market_cap)
---
![Market Cap Line Chart](https://lunarcrush.com/gi/w:600/t:$1776hk/c:line/m:market_cap/iv:1d.svg)  
[Market Cap 24-Hour Time-Series Raw Data](/topic/$1776hk/time-series/market_cap.tsv)  
**Current Value**: $undefined  
**Daily Average**: $XXXXXXXXXXXXXX  
**1-Year High**: $XXXXXXXXXXXXXXX on 2025-04-01  
**1-Year Low**: $XXXXXXXXXXXXXX on 2025-01-10  

**Top assets mentioned**
In the posts about GF Securities Co. Ltd. in the last XX hours

[NVIDIA Corp. (NVDA)](/topic/$nvda)
[Bosera HashKey Ether ETF (3009.HK)](/topic/hashkey)
[Marvell Technology Inc (MRVL)](/topic/marvell-tech)
[Marvell Technology Inc (MRVL)](/topic/$mrvl)
[Alphabet Inc Class A (GOOGL)](/topic/$googl)
[Broadcom, Inc. (AVGO)](/topic/$avgo)
[Advanced Micro Devices (AMD)](/topic/advanced-micro-devices)
[Advanced Micro Devices (AMD)](/topic/$amd)
[Meta Platforms, Inc. (META)](/topic/meta-platforms)
[Metadium (META)](/topic/$meta)

**Top topics mentioned**
In the posts about GF Securities Co. Ltd. in the last XX hours

[stocks technology](/topic/stocks-technology), [hong](/topic/hong), [hong kong](/topic/hong-kong), [kong](/topic/kong), [$nvda](/topic/$nvda), [hashkey](/topic/hashkey), [stocks ethereum spot etf](/topic/stocks-ethereum-spot-etf), [token](/topic/token), [$2454tw](/topic/$2454tw), [gpu](/topic/gpu), [stocks communication services](/topic/stocks-communication-services), [marvell tech](/topic/marvell-tech), [$mrvl](/topic/$mrvl), [$googl](/topic/$googl), [united states dollar](/topic/united-states-dollar), [meta](/topic/meta), [blockchain](/topic/blockchain), [$avgo](/topic/$avgo), [$000660ks](/topic/$000660ks), [tokenized](/topic/tokenized), [over the](/topic/over-the), [advanced micro devices](/topic/advanced-micro-devices), [$amd](/topic/$amd), [nvda](/topic/nvda), [supply chain](/topic/supply-chain), [meta platforms](/topic/meta-platforms), [$meta](/topic/$meta), [investment](/topic/investment), [yadav](/topic/yadav), [$6702t](/topic/$6702t), [lineup](/topic/lineup), [bytedance](/topic/bytedance), [rating agency](/topic/rating-agency), [has been](/topic/has-been), [onchain](/topic/onchain), [realtime](/topic/realtime), [hong kong dollar](/topic/hong-kong-dollar), [future of](/topic/future-of), [samsung](/topic/samsung), [$intc](/topic/$intc), [$9434t](/topic/$9434t), [$arm](/topic/$arm), [$7b](/topic/$7b), [$6b](/topic/$6b), [china](/topic/china), [intc](/topic/intc), [rwa](/topic/rwa), [xai](/topic/xai), [checks](/topic/checks), [dram](/topic/dram), [logic](/topic/logic), [amazon web services](/topic/amazon-web-services), [asic](/topic/asic), [exchanges](/topic/exchanges), [taiwan](/topic/taiwan), [$mu](/topic/$mu), [half of](/topic/half-of), [$mus](/topic/$mus), [behind the](/topic/behind-the), [sentiment](/topic/sentiment), [dell](/topic/dell), [electronics](/topic/electronics), [infrastructure](/topic/infrastructure), [momentum](/topic/momentum), [$1050gpu](/topic/$1050gpu), [$400gpu](/topic/$400gpu), [the only](/topic/the-only), [vr](/topic/vr), [university of](/topic/university-of), [micro](/topic/micro)

### Top Social Posts [#](/topic/$1776hk/posts)
---
Top posts by engagements in the last XX hours

*Showing only X posts for non-authenticated requests. Use your API key in requests for full results.*

"Very interesting note will be an incremental one if true. GF Securities' note suggests that SK Hynix has increased its 2026 CapEx growth target from XX% YoY to nearly 30%.""  
[X Link](https://x.com/rwang07/status/1978458154070405461) [@rwang07](/creator/x/rwang07) 2025-10-15T13:49Z 20.4K followers, 25.6K engagements


"Some incremental development in the $NVDA GPU and $GOOGL TPU noted by GF Securities. VR XXX Switch tray upgrade should be well-known already. 1) PCB content in VR200 to increase to $1050/GPU vs $400/GPU for GB200 2) Shengyi Tech has gained market share from EMC and is now the largest supplier for $NVDA GB300 switch tray. Shengyi also enters $GOOGL CPU supply chain. 3) EMC is now the only supplier qualified for M9 for VR200 and gaining share from Panasonic for $GOOGL TPU v7"  
[X Link](https://x.com/rwang07/status/1977691303442862186) [@rwang07](/creator/x/rwang07) 2025-10-13T11:02Z 20.4K followers, 134K engagements


"GF Securities: "Regarding $META (ASIC) although market views are divided we now expect $MRVL to be more likely to win the ARKE project due to its I/O capabilities and the pressing need to broaden its customer portfolio.""  
[X Link](https://x.com/rwang07/status/1971391682680914351) [@rwang07](/creator/x/rwang07) 2025-09-26T01:49Z 20.4K followers, 29.4K engagements


"GF Securities Overseas Electronics & Communication ☄ SanDisk: Is NAND approaching its HBM moment ☀ Maintain Outperform rating and raise target price to USD 132: Following our September X upgrade of SanDisk based on supply chain research with memory manufacturers and NAND procurement teams in the smartphone/PC sectors we have become more optimistic on NAND. We believe NAND manufacturers remain disciplined in their 2026 expansion guidance with limited new capacity additions. We estimate overall NAND supply growth in 2026 at XX% including YMTCs planned expansion of 50KPM (about 50000"  
[X Link](https://x.com/Jukanlosreve/status/1968303370684518529) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-17T13:17Z 34.1K followers, 10.3K engagements