Show 23 Posts

• 
  Joe

  Jul 03, 2026 at 08:39 am

  $MU

  $DRAM

  $VICR

  $RMBS

  $AAOI

  $ATOM

  $VPG

  $OUST

  $ONTO

  $FPS

  Kospi red but samsung+skhynix green. Korea rotating IN TO semis, while US markets rotating out of semis. Interesting

  

  

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  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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• 
  Ansem

  Jun 26, 2026 at 11:23 am

  kospi korean index down -8% today just got halted,

  $MU

  down 10% from highs after briefly making a new ATH US stock indices likely follow through tomorrow w/ downside also

  $BTC

  still holding lows but looking increasingly unlikely if general market weakness continuesif im right on this & memory does not sustain the pump post $MU earnings then Q3 is going to be red and we will get discounts to buy everything, confirmed on price action beneath the lows pre-ER around $1050 mag7 still weak and still trapped in the loop of spending infinite x.com/blknoiz06/stat…

  

  

  

  

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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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