@TradexWhisperer maybe not bargain of the century anymore but still a bargain at this price
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longDRAM123
8 posts
$MU $592, +854% since my "Bargain of the Century" callout
Stop asking what's next. I gave you thousands of callouts and conviction posts. This is it.
Choose your notifications wisely
Trade Whisperer@TradexWhisperer
$MU Bargain of the Century PE Ratio: 15.5 Sales Ratio: 2.33 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging.
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@metalonger @firstadopter You're not brave enough. What if it were 20 times bolder?
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What if, hypothetically .. hear me out .. there was a developed capitalist democracy with a plethora of companies trading at single-digit P/E multiples, incredible growth rates, and U.S. retail investors just recently gaining access to the country?
HH@RealHerbHoover
I’ve seen no less than 7 tweets tonight pumping random global microcap semi conductor adjacent companies. Never seen anything like this in terms of the mania extending to foreign markets. Speculators are getting less and less sophisticated.
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@TradexWhisperer Lets see if we can get 15x forward PE for the big three by EOY
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$DRAM $MU $SNDK Holy Shit.
SK Hynix is up +9%
The Great Memory Re-Rating Has Started.
Trade Whisperer@TradexWhisperer
$MU $DRAM Unbelievable $707,000,000,000. That is the projected 2027 operating profit of 3 memory companies. Apple + Microsoft + Google + Amazon + Meta + Tesla combined? ~$661 Billion. The Memory Trio beats the Magnificent 6. Not revenue. Operating profit. Let that sink in.
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The Overnight Market is Warming Up 🔥
$SNDK $1211
$MU $553
$INTC $101
$AMD $364
LFG
Trade Whisperer@TradexWhisperer
$MU Bargain of the Century PE Ratio: 15.5 Sales Ratio: 2.33 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging.
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@MarcosMillaYT Amazing article, can you go deeper into valuation for the memory industry?
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open.substack.com/pub/marcosmill…
^ Here’s my FREE Newsletter on why $DRAM will have insane returns in the upcoming years…
Marcos Milla@MarcosMillaYT
So the Micron $MU CEO is basically saying that $DRAM ETF could be worth at least $100-$200 per share by 2028…
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@TradexWhisperer hopefully DRAM can turn my half mil to a full mil 🚀🚀🚀
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$MU $DRAM $TSM $NVDA $SNDK
JUST IN. SemiAnalysis published that NVIDIA & TSMC are charging too little relative to exploding AI value.
Vera Rubin at baseline: 15.3% IRR.
Vera Rubin after a 40% price hike: 38% IRR.
Now, buyers do NOT walk away at 38%. They lock in long-term contracts just to secure access.
That gap between 15.3% and 38% is a pricing opportunity.
TSMC has the same lever:
N3 goes from 9% AI in 2025 to 90% AI in 2027. Utilization exceeds 100% in H2 2026. Non-AI crowded out completely.
Now add memory.
DRAM fabs already above 90% utilization. NAND prices up 70% QoQ. DDR5 up 63% QoQ. Samsung shortening contracts because pricing power has shifted back to suppliers.
When you run at 90%+ utilization with no meaningful supply relief in sight, you do not discount. You raise prices.
NVDA charges too little. TSMC charges too little. Memory is already correcting that mistake.
Token demand is compounding.
Agentic AI Invasion Incoming.
Been saying this since February.
Bullish 🔥
Trade Whisperer@TradexWhisperer
$MU $SNDK Agentic AI Inference (Not just Inference). What It Means for Memory. Normal inference: memory needed for milliseconds. Agentic inference: memory needed for hours or days. What is Agentic AI? Regular AI answers a question and forgets everything. Agentic AI doesn't reset. It plans, reasons, remembers, and executes across hours or even days. Think of it as an AI employee that never clocks out. Result? HBM fills up. Demand spills to Server DRAM. Then NAND. The entire stack saturates at once. The outlook: Agentic AI is just getting started. Microsoft, Google, every hyperscaler is building toward always-on AI agents embedded in enterprise workflows. The memory footprint isn't growing linearly. It's compounding. Bullish 🔥
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