Insights on stocks, by experts you follow.

7 Days

#1$DRAM3 Mentions
Roundhill Memory ETF
7 Day Summary
Mixed sentiment: some traders are bearish while others see a strong bullish case. • @kawzinvests has sold all his memory stocks, saying the market is turning bearish and he sees no buying opportunity. (@kawzinvests) • @jonahlupton remains long on memory, arguing demand will outpace supply into 2028, keeping prices high. (@jonahlupton) • He points to record‑high memory prices and low price‑to‑earnings multiples (3‑5×) as a compelling valuation. (@jonahlupton) • Anticipated large shareholder returns from SK Hynix—buybacks or special dividends—could further lift memory stocks. (@jonahlupton) • Ongoing AI and hyperscaler capex growth (up to $1.25 trillion) is expected to boost memory demand. (@jonahlupton)

Tweet Pulse (Last 24 Hours)

Last generated 17 hours ago

Memory and chip stocks are the loudest conversation. NAND price forecasts got a big upgrade, PC memory prices keep climbing, and $MU/$SNDK saw fresh options action. (@jukan05, @firstadopter, @jtsla4, @aleabitoreddit)
Meta's Muse launch is the other big story. It's #1 on the App Store, and there's a new idea that AI agents like Muse will change how people shop. The worry: Meta is burning cash on AI. (@firstadopter, @KawzInvests, @CapexAndChill)
Macro mood is split. One read: the market "rips" if the war ends. The other: October is set up for a pullback, with VIX stats, a hawkish Fed, sticky inflation, and midterms all cited. One voice says every warning light is on. (@CKCapitalxx, @Mr_Derivatives, @edzitron)
Oil is back in the mix after Ukraine hit Russia's largest refinery — despite a truce deal on energy targets announced six days ago. (@Mr_Derivatives, @hanking66)
Biotech had a busy morning: Novo's CagriSema beat Lilly's tirzepatide head-to-head, plus a string of price-target raises. (@BioStocks, @Biotech2k1)

$MU — The center of the memory trade. Closed Friday at $1015, with fresh 1050 calls for the 25th and a big upgrade to NAND price forecasts behind it. (@jtsla4, @jukan05)
$META — Muse is #1 on the App Store, but the stock closed under its key 5-day line and options positioning is split into the 25th. Near-term read: watch, don't trade, until that level is answered. (@firstadopter, @jtsla4)
$NVO — CagriSema beat tirzepatide on weight loss (12.4% vs 9.1%). Some analysts are using the win to build long cases for $MDGL and $BBIO. (@BioStocks, @Biotech2k1)
$NVDA — Huang is all over the feed: "We should go as fast as we can" on AI. A retail price hike on the DGX Spark was also flagged. (@CapexAndChill, @Midnight_Captl, @firstadopter)
$SNDK — The other memory mover. Ran 11% through its strike and added 1850 calls for the 25th. (@jtsla4)
$INTC — Weekly chart broke out; watching for institutions to follow it higher. (@jtsla4)
$V / $MA — Ackman opened new positions in both, roughly $1.1B each. He's playing both sides of the payments debate. (@InTheAssembly)

The "memory neocloud" idea: lenders are reportedly exploring vehicles that buy memory capacity and resell it for profit. (@jukan05)
AI-bot risk to social platforms: a big thread on malicious actors using AI to shape public opinion, with $RDDT called out as an easy target. (@aleabitoreddit)
Anthropic chatter: the IPO delay may trace to growth pressure and a cheaper, steadier competitor eating demand. (@labubu_trader)