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11:39
Apr 16
@sean14978416
Cleveland comments on memory: $MU $SNDK https://t.co/Dvh5632zzT
12:40
Apr 14
@sean14978416
Edgewater on memory ( $MU / $SNDK): https://t.co/4PoFkoiEAp
12:00
Apr 14
@sean14978416
Cowen DC capex channel checks "9.4GW of 1Q26 U.S. HSP/AI lab DC leasing with an active 11.0GW pipeline... $AMZN led followed by $GOOG, $META…
20:38
Apr 10
@sean14978416
Jefferies raising $SNDK est. Raising SNDK PT to $1,000 (10x 2028 EPS of $95.26 vs. prior $700). Raising C27/28 revenue estimates to $34.54B…
SNDK MU
HIGH
03:29
Apr 10
@sean14978416
$GOOGL: high level notes from Jefferies Cloud Channel check call tday: GCP: strongest momentum. Largest provider of Claude tokens (surpasse…
03:19
Apr 10
@sean14978416
$GOOGL at Mizuho to the 'pickaxe and shovels' play in AI. 26/'27 EPS to $11.81/$14.04 vs Street at $11.62/$13.5. Cloud revenue growth of +5…
GOOGL
MED
02:53
Apr 10
@sean14978416
$SNDK: raising est w/F27/28E EPS 11%/28% above cons and growing 141%/11% $MU: continue to see upside for memory/storage through 1H27E, raise…
23:55
Apr 09
@sean14978416
$NOW d/g at UBS. "software budget pressure...despite de-rating to 15x 2026 FCF. Expect skinnier-than-normal beats, limited upside to the gui…
13:00
Apr 09
@sean14978416
$AMZN Jassy letter- Should directionally help AMZN multiple as potential TPU sales to third parties has been part of $GOOG bull case; AWS n…
01:16
Apr 09
@sean14978416
UBS on $AMAT: "We think this throws some cold water on what was an ongoing bear case for AMAT - especially since its big Aug 2025 guide down…
20:27
Apr 07
@sean14978416
UBS on $MU after bell- "our latest round of industry checks point to continued strengthening in pricing for both DRAM and NAND - particularl…
20:12
Apr 07
@sean14978416
Mizuho raising $LITE est. "See CPO at 30% Switch Penetration by 2029E, Inflecting with $NVDA Ramps, TAM growing ~38x to $19B, Scale-Up Ahead…
18:49
Apr 07
@sean14978416
ISI on $AAPL: "Net/Net: Nikkei has historically run stories on iPhone production cuts/raises that have not consistently proven accurate. We …
12:10
Apr 07
@sean14978416
$AAOI: $ORCL will likely not "plug in" transceivers on schedule bc of transformer/substation stretching out 24-36 months. Will likely push o…
09:13
Apr 07
@sean14978416
$ARM downgraded at Morgan Stanley. Slow commercial ramp, DRAM headwinds, potential license conflict ( $QCOM). Model now SOTP. 15x multiple …
22:58
Apr 06
@sean14978416
KeyB from -ve $AVGO to +ve: "This represents a material increase from the prior October 2025 announcement, which contemplated "well over one…
10:53
Apr 06
@sean14978416
Morgan Stanley moving $STX to Top Pick: Recent HDD checks point to strengthening demand, elongating visibility, and most importantly, a much…
06:12
Apr 06
@sean14978416
KeyB neg $AVGO, neg $ARM, slightly neg $NVDA: https://t.co/VM4ZiiVx8x
05:50
Apr 06
@sean14978416
KeyBank semi channel checks: $MU / $SNDK: memory increases 2Q +30-50% Q/Q. LTAs being signed create a floor price and mitigates downside ris…
04:35
Apr 06
@sean14978416
MS raising $LRCX est. 2026 forecast to $25.7bn/$6.24 from $25.3bn/$6.18, reflecting an increase in DRAM growth forecast to 41% y/y from 33%.…
04:02
Apr 06
@sean14978416
UBS: channel checks show supply vendors designing for $NVDA 2-die, not 4-die. No risks to HBM content ( $MU) from shift to 2-die GPU design,…
03:19
Apr 06
@sean14978416
Cowen Asia Semi Channel Checks: $TSM: 3nm and 5nm tight, 2nm could be priced more aggressively. $NVDA: No expected delays in Vera Rubin ram…
00:56
Apr 06
@sean14978416
Bank of America out on memory ( $MU/ $SNDK): "super cycle will continue into 2027/28. ASP assumptions for 2H and 2027/28 appear conservative…
17:48
Apr 05
@sean14978416
Digitimes today highlighting NAND/DRAM pricing upside: "DRAM contracts could rise 50% in 2Q26 while NAND is poised for even stranger gains."…
15:11
Apr 05
@sean14978416
Edgewater: "Memory suppliers ( $MU) are pushing much higher LP5x pricing for 2Q, a really sharp Q/Q increase at a much faster rate than PC/s…
04:12
Apr 05
@sean14978416
Samsung planning an additional 30% DRAM hikes this quarter. $MU 2Q26 saw $18.768 billion of revs from DRAM (79% of total, up 207% Y/Y, 74% …
02:14
Apr 04
@sean14978416
In @SemiAnalysis_ podcast "incrementally we are more positive on these names ( $MU) and we defend the pullback because of dynamics in this c…
20:32
Apr 03
@sean14978416
re HBM bottleneck: $AMD SKUs generally carry higher content, and AMD doesn't benefit from the same supplier pricing treatment as $NVDA. Str…
22:16
Apr 02
@sean14978416
ISI on WFE forecast - agentic more DRAM and NAND intensive. $AMAT / $ASML on DRAM and $LRCX on NAND. 2026/ 2027 WFE Base Case to $140bn/$18…
AMAT ASML LRCX
14:11
Apr 02
@sean14978416
Edgewater also saying optical demand growing exponentially. Transceiver lead times $COHR nearly doubled ( $AAOI) and $LITE laser supply capa…
COHR AAOI LITE AVGO
13:14
Apr 02
@sean14978416
Edgewater saying $MSFT MAIA300 delays, and that MAIA200 is not a big program (read thru $MRVL). ASIC program not going well: https://t.co/qk…
MSFT MRVL
22:09
Apr 01
@sean14978416
Evercore channel checks on HDDs ( $STX / $WDC) signal strong demand. HAMR more likely 2027-28 story, step function higher for Seagate. http…
STX WDC
20:11
Apr 01
@sean14978416
Mizuho out after bell on $MU / $SNDK: 2Q26E DRAM contract pricing now estimated up 60% q/q with AI still driving demand with 2027E DRAM cont…
MU SNDK
13:15
Apr 01
@sean14978416
$AMD: Tactical Ideas List at Wells Fargo on +ve set up. Indications of strong EPYC server CPU demand + additional GW-scale AI GPU announceme…
AMD
12:37
Apr 01
@sean14978416
$MU: Top Pick at Cantor, updates from road. Supply tightness remains, GMs/buybacks/CapEx addressed: https://t.co/7WXjzPjxCX
MU
02:01
Apr 01
@sean14978416
Morgan Stanley on $NVDA / $MRVL: particular enthusiasm for $ALAB, $MRVL, $AVGO, $SMTC and as a percent of revenue most impactful for $ALAB o…
SMTC NVDA MRVL ALAB AVGO
00:59
Apr 01
@sean14978416
JPM on $MRVL / $NVDA: existing five-yr multigenerational supply agreement with $AMZN AWS covering custom AI ASICs, Optical DSPs, AEC DSPs, D…
MRVL NVDA AMZN
00:43
Apr 01
@sean14978416
Evercore highlighting $MRVL / $NVDA incrementally positive for $ALAB given NVLink Fusion partnership. https://t.co/Pik9Ks9LyK https://t.co/I…
MRVL NVDA ALAB
00:38
Apr 01
@sean14978416
UBS on $NVDA / $MRVL: opens market for CPU, DPU, scale-out switches and monetize XPU rack deployments. Increases competition to $AVGO. Incr…
NVDA MRVL ARM AVGO
04:16
Mar 31
@sean14978416
$VRT d/g at Jefferies on Capacity Expansion & AI CapEx slowdown risk. https://t.co/bzw5112LTX
VRT
14:05
Mar 30
@sean14978416
$RMBS at SIG: "Recent channel checks suggest Agentic AI architectures—such as ARM‑based AGI CPUs—will limit the number of DIMM per chann…
RMBS
09:41
Mar 30
@sean14978416
$STX / $WDC Edgewater model (2/2): https://t.co/KLPIr4NhCM
STX WDC
09:41
Mar 30
@sean14978416
$STX initiation at JPM reads similar to Edgewater $STX / $WDC checks on pricing upside and supply tightness: (1/2) https://t.co/CZURavdQWn
STX WDC
00:33
Mar 30
@sean14978416
$META: New Top Pick at Morgan Stanley. https://t.co/yh6aKEJF2X
META
00:44
Mar 28
@sean14978416
$NVDA full piece. Read thru for $MU / $SNDK. https://t.co/Nks0l0gVFc https://t.co/7qiJW3bnW1
NVDA MU SNDK
13:06
Mar 27
@sean14978416
Semianalysis: $NVDA HBM4 situation worsening. Downside risk to 2026 Rubin output.
NVDA
22:07
Mar 25
@sean14978416
$SNDK/ $MU: GS on Kioxia "potential for a larger increase in ASP in 1Q3/27 (Apr-Jun) than previously assumed, and raise FY3/27-FY3/28 op. p…
SNDK MU
05:48
Mar 25
@sean14978416
$AMD/ $INTC raising CPU prices per Nikkei- Intel in March & AMD in April https://t.co/bdhaeHOSOk
INTC AMD
02:01
Mar 25
@sean14978416
JPM raising $AMZN est. Project AWS growth of +29% in 1Q, +30% in 2Q, +29% in 3Q, & +28% in 4Q, followed by +26% growth in 2027. Slight…
AMZN
18:22
Mar 24
@sean14978416
$ARM moving into full silicon, opens larger rev. pool. Shift from IP to silicon will be margin dilutive over time. Competitive pressure on $…
INTC NVDA ARM