Show 23 Posts

• 
  AskLivermore

  2026-07-04 09:05:28

  Morgan Stanley is telling you exactly where the market is going. What they're upgrading: 1.

  $STX

  Seagate: PT raised 35% to $1,035 2.

  $WDC

  Western Digital: PT raised 33% to $650 3.

  $RACE

  Ferrari: upgraded to Overweight 4.

  $DDOG

  Datadog: upgraded to Overweight 5.

  $GOOGL

  Alphabet:

  

  

  x.com

  21

  241

  22

  26.6K
• 
  BKLZ〜雰囲気投資家の矜持〜

  2026-07-03 08:33:00

  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%

  

  

  x.com

  7

  350

  32

  54.3K
• 
  Ted Zhang

  2026-07-03 01:50:47

  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

  x.com

  16

  19

  1

  4.4K
• 
  TrendSpider

  2026-07-03 01:32:13

  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

  

  

  x.com

  32

  251

  52

  46K
• 
  ProblemSniper

  2026-07-02 04:46:27

  $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

  x.com

  13

  58

  3

  16.5K
• 
  Esther & Michael

  2026-06-29 05:22:04

  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.

  

  

  x.com

  5

  25

  5

  7K
• 
  LEO | Stacks Chain

  2026-06-28 17:46:23

  Leo Cats on top! 25k

  $STX

  volume in 30 days Explore the collection on

  @trygamma

  

  

  x.com

  5

  11

  4

  498
• 
  TrendSpider

  2026-06-25 21:12:48

  Step by step

  $STX

  We're gonna need a bigger drive $STX x.com/TrendSpider/st…

  

  

  

  

  x.com

  5

  90

  5

  39K