memory Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
17:00
Aug 08
Aug 08
Holding memory positions; margins outlast cyclical pricing
The author says they are holding their memory positions and would lean toward adding at current levels. They argue memory is no longer a cyclical commodity, since forecasts point to stable margins over the longer term, while current valuations still imply cyclicality. They expect Jensen to confirm the memory trade at earnings in a couple of weeks. They have not actually added yet, and they do not name the specific securities they hold.
memory
memory
Long
Position: Holding
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06:57
Jul 17
Jul 17
Still holding memory, thesis unchanged
The author is still long through their existing memory positions and says the underlying thesis is unchanged. They hold even though they warn the market could get worse over the next few weeks because record leverage is causing margin calls and liquidations. They don't name the specific securities or say how long they plan to hold.
memory
memory
Long
Position: Holding
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02:38
Jul 08
Jul 08
Memory cycle over; no own position
The author's stance on the memory/DRAM cycle is to avoid it. He speaks of the cycle in the past tense ('It was a fun memory cycle') and says he hopes readers took profits. He wrote this while quoting a report that Apple has started testing CXMT's DRAM for devices it sells in China. He doesn't say he owns any memory position or has sold one himself.
memory
memory
Avoid
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About memory Investor Commentary
Across the available history and selected sources, Buzzberg tracks memory across 10 sources: 4 bullish vs 0 bearish calls from 10 authors. Historical directional balance: 40% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 10 total trade ideas tracked. Latest voices: ParadisLabs, almacap114204, Felix Jauvin.