Sean 5.0 62 ideas

Prop trader
After 1 day
23%winrate
+16.8% avg
12W / 40L · 52/56 ideas
After 1 week
26%winrate
+11.0% avg
14W / 39L · 53/56 ideas
After 1 month
N/A
No data yet
Not enough evaluated ideas yet
Recent positions
TickerDirEntryP&LDate
MU LONG $420.12 Apr 10
SNDK LONG $854.76 Apr 10
GOOGL LONG $317.24 Apr 10
AMAT LONG $348.40 Apr 02
LRCX LONG $218.01 Apr 02
ASML LONG $1321.11 Apr 02
AVGO LONG $309.52 Apr 02
COHR LONG $251.21 Apr 02
AAOI LONG $96.06 Apr 02
LITE LONG $776.04 Apr 02
MRVL SHORT $101.30 Apr 02
MSFT SHORT $365.34 Apr 02
STX LONG $0.22 Apr 01
WDC LONG $299.20 Apr 01
MU LONG $369.76 Apr 01
SNDK LONG $694.80 Apr 01
AMD LONG $206.87 Apr 01
MU LONG $348.00 Apr 01
SMTC LONG $80.04 Apr 01
NVDA LONG $175.75 Apr 01
MRVL LONG $106.71 Apr 01
ALAB LONG $106.33 Apr 01
AVGO LONG $313.49 Apr 01
AMZN LONG $210.57 Apr 01
NVDA LONG $175.75 Apr 01
MRVL LONG $106.71 Apr 01
ALAB LONG $106.33 Apr 01
MRVL LONG $106.71 Apr 01
NVDA LONG $175.75 Apr 01
MRVL LONG $106.71 Apr 01
By sector
Stock
59 ideas
Crypto
3 ideas
Top tickers (by frequency)
MU 9 ideas
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NVDA 8 ideas
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MRVL 5 ideas
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SNDK 4 ideas
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WDC 3 ideas
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Analyst raises price target and estimates for SNDK due to significantly higher revenue and EPS projections above consensus, driven by strong NAND pricing trends.
SNDK HIGH Apr 10, 20:38
"Raising SNDK PT to $1,000 (10x 2028 EPS of $95.26 vs. prior $700)."
𝕏 @sean14978416 ⏲ medium-term Source ↗
April 10, 2026 at 20:38
𝕏 @sean14978416
Prop trader
Expects continued upside for Micron and the memory/storage sector through the first half of 2027, supported by raised estimates and strong contract pricing.
MU HIGH Apr 10, 20:38
"$MU: continue to see upside for memory/storage through 1H27E, raise est."
𝕏 @sean14978416 ⏲ medium-term Source ↗
April 10, 2026 at 20:38
𝕏 @sean14978416
Prop trader
Long GOOGL based on an expectation it will shift from an AI loser to a winner, driven by higher-than-expected cloud revenue growth and EPS estimates for 2026/2027.
GOOGL HIGH Apr 10, 03:19
"$GOOGL at Mizuho to the 'pickaxe and shovels' play in AI."
𝕏 @sean14978416 ⏲ medium-term Source ↗
April 10, 2026 at 03:19
𝕏 @sean14978416
Prop trader
Increased WFE forecasts and memory CapEx intensity signal strong growth for semiconductor equipment suppliers.
AMAT ASML LRCX Apr 02, 22:16
𝕏 @sean14978416 Source ↗
April 02, 2026 at 22:16
𝕏 @sean14978416
Prop trader
Surging optical demand and extended lead times signal strong growth for key industry players.
COHR AVGO AAOI LITE Apr 02, 14:11
𝕏 @sean14978416 Source ↗
April 02, 2026 at 14:11
𝕏 @sean14978416
Prop trader
Reports of delays in Microsoft's MAIA300 chip program and struggles with ASIC development suggest negative implications for both Microsoft and Marvell.
MRVL MSFT Apr 02, 13:14
𝕏 @sean14978416 Source ↗
April 02, 2026 at 13:14
𝕏 @sean14978416
Prop trader
Evercore channel checks indicate strong HDD demand and a positive long-term outlook for Seagate via HAMR technology.
WDC STX Apr 01, 22:09
𝕏 @sean14978416 Source ↗
April 01, 2026 at 22:09
𝕏 @sean14978416
Prop trader
Mizuho projects significant DRAM price growth driven by AI demand and recommends buying the dip.
MU Apr 01, 20:11
𝕏 @sean14978416 Source ↗
April 01, 2026 at 20:11
𝕏 @sean14978416
Prop trader
Sean (Prop trader) | 62 trade ideas tracked | MU, NVDA, MRVL, SNDK, WDC | Twitter | Buzzberg