MRAM Everspin Technologies, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
23:13
25 авг
25 авг
Author finds MRAM interesting in response to a parent post about strategic manufacturing.
Author finds MRAM interesting in response to a parent post about strategic manufacturing with MCHP, but expresses no directional position or forward call.
Низ.
21:45
25 авг
25 авг
Author is skeptical of MRAM as the likely discovery.
Author is skeptical of MRAM as the likely discovery, calling it too known and not overly exciting despite recent news flow.
Низ.
21:42
25 авг
25 авг
Author discusses MRAM technology claims from Everspin and MaxLinear but remains unconvinced.
Author discusses MRAM technology claims from Everspin and MaxLinear but remains unconvinced, framing both as research topics rather than positions.
Низ.
21:39
25 авг
25 авг
MRAM undervalued, poised for rapid upside
Long MRAM on the view it is significantly undervalued and likely to reprice upward quickly once buying begins.
Сред.
21:36
25 авг
25 авг
MRAM mentioned as potential AI efficiency play.
The author is evaluating MRAM as a potential investment based on claims that its technology could reduce GPU requirements by 25-30% in AI server workloads, though he retains some skepticism.
Сред.
21:24
25 авг
25 авг
Bullish MRAM on momentum and executive move.
Author is bullish on MRAM, citing a 10% up day and an executive move from $MXL that reinforces conviction; expects new all-time highs driven by momentum and management signal.
Сред.
17:49
25 авг
25 авг
Author holds MRAM in portfolio.
Author discloses a current MRAM holding as part of an entire stock portfolio with all positions and allocation shown, indicating long exposure.
Сред.
14:18
25 авг
25 авг
Author reports a bounce from support levels as expected but frames it as a service promotion.
Author reports a bounce from support levels as expected but frames it as a service promotion rather than a fresh directional call.
Низ.
14:23
21 авг
21 авг
Author frames memory supply shortage as structural.
Author frames memory supply shortage as structural, explicitly positioning in leaders and proxies for a bullish playout.
Низ.
00:31
21 авг
21 авг
Long MU/SNDK/MRAM on US memory push
Buy MU, SNDK, and MRAM on the thesis that SK Hynix's Japan fab pushes the US to prioritize domestic memory manufacturing, benefiting American memory makers and specialty names.
Сред.
15:04
20 авг
20 авг
Bullish on MRAM following phenomenal earnings.
Bullish on MRAM due to its smaller market cap compared to peers, similar beta, and recent phenomenal earnings report.
Сред.
14:57
20 авг
20 авг
Standalone pure-play amid memory supercycle
Author started a position, citing MRAM as the only standalone pure-play amid a memory supercycle and strong technicals.
Сред.
14:46
20 авг
20 авг
Author provides a comprehensive bullish framework of the AI trade across enablers.
Author provides a comprehensive bullish framework of the AI trade across enablers, beneficiaries, distributors, and bottlenecks, but frames all tickers as thematic research categories rather than explicit current positions, so they are indexed as watch.
12:07
19 авг
19 авг
The author shares a chart with an eye emoji, while the quoted context notes a potential.
The author shares a chart with an eye emoji, while the quoted context notes a potential breakout above the 50DMA, but no explicit position or forward call is made.
Низ.
12:04
17 авг
17 авг
The author highlights a broad basket of interesting names across Physical AI, NAND.
The author highlights a broad basket of interesting names across Physical AI, NAND, and other sectors without stating any explicit positions or directional calls, so all tickers are indexed as watch.
Низ.
21:00
14 авг
14 авг
Author presents past successful price targets as his greatest calls.
Author presents past successful price targets as his greatest calls, implying bullish conviction on these stocks for future upside.
08:08
10 авг
10 авг
MRAM pitched as secret AMD AI supplier
Buy MRAM as a small-cap play on persistent memory technology with alleged undisclosed AMD AI accelerator supply relationship; author also cites existing moat in defense/aerospace/IBM enterprise as recurring revenue base. AMD catalyst claim is unverified and should be treated with extreme skepticism.
Сред.
07:45
05 авг
05 авг
MRAM non-volatile memory targets edge AI growth
Buy MRAM as its non-volatile, power-efficient memory architecture targets growing demand in autonomous devices, robotics, and edge AI — a longer-dated but structurally differentiated opportunity versus volatile HBM-dependent data center memory.
Сред.
11:14
01 авг
01 авг
The author asks a clarifying question about who MRAM is.
The author asks a clarifying question about who MRAM is, without expressing any directional view on the ticker.
Низ.
13:44
22 июн
22 июн
Освещает потенциальные катализаторы для MRAM, связанные со сделкой MU и предстоящей отчетностью.
Освещает потенциальные катализаторы для MRAM, связанные со сделкой MU и предстоящей отчетностью, однако явная позиция не указана.
Сред.
22:05
16 июн
16 июн
Автор согласен с «бычьим» тезисом материнской компании относительно MRAM, заявляя.
Автор согласен с «бычьим» тезисом материнской компании относительно MRAM, заявляя, что в ближайшие несколько лет этот актив может показать очень хорошие результаты, при этом материнская компания напрямую владеет данной позицией.
01:10
03 июн
03 июн
Author celebrates past charting work on these stocks with a nostalgic "look at prices then vs.
Author celebrates past charting work on these stocks with a nostalgic "look at prices then vs now" tone, but provides no current position disclosure or forward catalyst, so they remain watch.
15:12
27 мая
27 мая
Short MRAM as author explicitly holds a short position.
Short MRAM as author explicitly holds a short position, labeling it a "fake winner" amid what they describe as a blowoff top in lower-quality names.
Сред.
12:45
27 мая
27 мая
Everspin's MRAM offers ultra-low-power, high-performance memory for AI edge applications, positioned as a small-cap asymmetric play in the memory layer.
Выс.
16:49
26 мая
26 мая
The author presents a speculative swing trade idea for MRAM based on technical support.
The author presents a speculative swing trade idea for MRAM based on technical support at the 10EMA but explicitly states they are not taking the trade, making it a neutral observation.
Низ.
14:41
19 мая
19 мая
The author explicitly endorses a short position on MRAM.
The author explicitly endorses a short position on MRAM, citing speculative buying in a niche memory chipmaker with a 300%+ surge tied to AI hype.
Выс.
13:45
19 мая
19 мая
The author endorses Kerrisdale's short thesis on MRAM.
The author endorses Kerrisdale's short thesis on MRAM, arguing its valuation is unjustified by fundamentals and AI memory relevance, despite acknowledging the report's advocacy bias.
Выс.
13:45
19 мая
19 мая
Bearish view on MRAM as the equity prices the stock as an AI-infrastructure franchise despite.
Bearish view on MRAM as the equity prices the stock as an AI-infrastructure franchise despite being a niche industrial memory supplier; valuation disconnect, limited revenue scale, and lack of hyperscale AI design wins support a bearish stance.
Выс.
00:42
10 мая
10 мая
The author discusses NVE's radiation-tolerant sensors and Everspin's defense contract.
The author discusses NVE's radiation-tolerant sensors and Everspin's defense contract but hedges with "may have hallucinated" and past-tense reporting, offering no explicit forward-looking trade call.
Выс.
16:22
09 мая
09 мая
Reports fundamental developments: $MRAM contract and partnership for MRAM/TMR wafers.
Reports fundamental developments: $MRAM contract and partnership for MRAM/TMR wafers; $NVEC products used in space and robotics – substantive events, but speaker does not commit to a directional trade.
Выс.
Об аналитическом покрытии MRAM
Buzzberg отслеживает MRAM (Everspin Technologies, Inc.) в 14 источниках. Бычьих сигналов: 13, медвежьих: 1, от 14 аналитиков. Сентимент преимущественно бычий (31%). Всего отслеживается 39 торговых идей. За последние 7 дней: бычьих: 4, наблюдение: 9. Последние спикеры: pepinveststocks, thematictrader, wliang.