Show 23 Posts

• 
  BKLZ〜雰囲気投資家の矜持〜

  Jul 03, 2026 at 08:33 am

  I went ahead and checked specially for you guys. The current progress of the adjustments. From Villa. Kioxia 112700→67190 △40.4% Murata 12895→10220 △20.7% $MU 1255→950 △24.3% $SNDK 2354→1693 △28.1% $STX 1144→795 △30.5% $NVDA 236→192 △18.6% $NBIS 299→207 △30.1%

  

  

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  Ted Zhang

  Jul 03, 2026 at 01:50 am

  As of now, still the top

  $MU

  $SNDK

  $WDC

  $STX

  $MU Earnings may have put the top into semis and memory. All I heard was: ‘Best earnings ever '1000% EPS, 80% margins, P/E so low' Where were these words when @GavinSBaker @citrini were buying them late 2024 and early 2025 when the EPS/Revs hadn't shown up yet. Cyclical

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• 
  TrendSpider

  Jul 03, 2026 at 01:32 am

  Chip and memory stocks are taking a beating this week Sandisk

  $SNDK

  -16% Micron

  $MU

  -14% Western Digital

  $WDC

  -11% Seagate

  $STX

  -11% Applied Materials

  $AMAT

  -7% Arm Holdings

  $ARM

  -7% Intel

  $INTC

  -6% Broadcom

  $AVGO

  -4% ASML

  $ASML

  -2.5% Advanced

  

  

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• 
  ProblemSniper

  Jul 02, 2026 at 04:46 am

  $MU

  $SNDK

  dirty trying to lose that 20EMA on the daily! Hopefully bulls don’t let a gap down and we can go back higher for a MU Friday tomorrow.

  $WDC

  $STX

  look very ugly.I have a bad feeling about Memory Stocks next week! $MU $SNDK

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• 
  Esther & Michael

  Jun 29, 2026 at 05:22 am

  Most important earnings date:

  $MU

  Sept 30

  $WDC

  July 29

  $SNDK

  Aug 13

  $STX

  July 28 Q4 2026 guidance (below) is massive compared to Q3. And

  $MU

  spiked $200/share from $1050 to $1250. So yes, its going a lot higher.

  

  

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• 
  Jeremy Lefebvre

  Jun 25, 2026 at 09:20 am

  GREAT NEWS for AMD, MICRON, ELF & CAKE investors "Now we enter the final stage -> MOON " $AMND

  $NVDA

  $MU

  $SNDK

  $CAKE

  $ELF

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• 
  Ariel Hernandez

  Jun 25, 2026 at 04:12 am

  Awesome reaction. Market could really use these memory names sticking around!

  $MU

  $WDC

  $SNDK

  $STX

  $MU MICRON TECHNOLOGY Q3 26 EARNINGS:  REVENUE: $41.46B (EST $35.59B) ||  NET INCOME: $28.24B || ADJ NET INCOME: $28.86B || EPS: $24.67 || ADJ EPS: $25.11 (EST $20.60) || SEES Q4 REVENUE: $50.00B (EST $42.92B) || SEES Q4 EPS: $30.73 || SEES Q4 ADJ EPS: $31.00 (EST $25.50) || SEES

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• 
  TrendSpider

  Jun 19, 2026 at 09:00 am

  Memory is in a league of its own

  $SNDK

  +5,409%

  $WDC

  +1,246%

  $MU

  +952%

  $STX

  +732%

  $EWY

  +235%$10,000 invested 1 year ago: $SNDK → $379,490 $MU → $76,705 $INTC → $54,274 $NVDA → $18,066 $AAPL → $14,732 $TSLA → $14,708 $PLTR → $12,437 $MSFT → $9,732 $NKE → $7,573 $HIMS → $4,883

  

  

  

  

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