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Most people are learning about memory stocks through AI news or their favorite financial influencers, who themselves only recently discovered the sector. Here’s my edge: I’ve actually bought memory directly from these suppliers. During my time at a Fortune 50 tech company, I worked as a Memory Operational Commodity Manager, giving me firsthand knowledge of how the industry operates and how the major semiconductor suppliers think. That direct relationship with their largest clients and understanding of their supply chain constraints, is something you can’t get from Twitter threads or financial media. Recently, major tech firms are now offering to pay for SK Hynix’s equipment capex. If you understand semiconductor economics, you know this is absolutely unprecedented. It signals desperation for supply and is massively bullish for the memory supercycle ahead. By subscribing, you’re getting analysis from someone who actually lived inside this industry not just someone reading about it. That’s the difference between surface-level commentary and real conviction. Join the LRMI community today! $MU $DRAM $NVDA $SMH $SNDK $WDC $SKHYNIX lrmi.ai/p/we-dont-own-…

PSA this is about to be good $DRAM $MU $SNDK $WDC

Kioxia’s revenue in the 4th quarter soared 188.9% year-on-year to ¥1.0 trillion yen (US$6.3B), as NAND prices (ASPs) more than doubled, the company said. It forecast revenue +74.5% to ¥1.75T in the current quarter vs Q4. Full year sales rose 37% to ¥2.34T ($14.8B). FY2026 capex is seen ¥450B vs ¥283.7B in FY2025.

@7evengg7 @TheDadspective @AutismCapital Your the one who mentioned logic 😂. Guess your IQ is so low you forgot that

@quantLR @TheDadspective @AutismCapital A fool that boast of IQ while losing a basic intellectual argument. You're an intellectual failure, with or without money. 🤡

Shit.

@TheDadspective @7evengg7 @AutismCapital Haha literally! 😂 comes from an odd part of the world

@quantLR @7evengg7 @AutismCapital Ah no wonder lol. I was like "da hells wrong with this guy"

@7evengg7 @TheDadspective @AutismCapital I make more than you in an hour's work than you do in a day. Cry me a river, and my IQ is higher than yours.

@quantLR @TheDadspective @AutismCapital And you're from the us, still senselessly useless to counter me logically. 🤡 So Cry More, I love your tears. 😭😭😭🤡

@TheDadspective @7evengg7 @AutismCapital Check their location lol

@7evengg7 @AutismCapital Da hell, lol

@7evengg7 @TheDadspective @AutismCapital You’re from Nigeria, your opinion is invalidated in this argument.

@TheDadspective @AutismCapital You disappoint me. What has confidence got to do with inferiority and superiority?? You can be superior to one & have less confidence, and vice versa. "It's a theory" 😂, don't embarrass yourself.

$AMAT Record revenue and EPS achieved as AI-driven demand and innovation partnerships accelerate growth. Here's Overview of the call by @Quartr_App: Executive summary - Achieved record quarterly revenue of $7.91 billion, up 11% year-over-year, with highest gross margin in over 25 years, driven by strong demand in semiconductor equipment and AI infrastructure build-out. - AI adoption is accelerating, fueling broader semiconductor and equipment demand, with customers signaling strong growth into 2027. - Leadership in leading-edge foundry-logic, DRAM, and advanced packaging, maintaining #1 process equipment supplier position in all three markets. - Announced multiple new partnerships and technology innovations to accelerate commercialization of next-generation semiconductor technologies. Financial highlights - FQ2'26 revenue reached $7.91B, up 11% year-over-year and 13% sequentially. - Non-GAAP gross margin hit 50.0%, up 80bps YoY and 90bps QoQ; GAAP gross margin was 49.9%. - Non-GAAP operating income was $2.54B (32.1% margin), up 16% YoY and 20% QoQ; GAAP operating income was $2.52B (31.9% margin). - Non-GAAP EPS was $2.86, up 20% YoY and 20% QoQ; GAAP EPS reached $3.51, up 33% YoY. - Net income was $2.81B, up 31% YoY. Outlook and guidance - Q3 FY26 revenue guidance: ~$8.95B ± $500M; non-GAAP EPS: ~$3.36 ± $0.20. - Non-GAAP gross margin expected at ~50.1%; operating expenses at ~$1.485B; tax rate ~11%. - Semiconductor Systems revenue expected at ~$6.9B; AGS at ~$1.75B. - Expects semiconductor equipment business to grow over 30% in calendar 2026. - Customers providing longer-term demand visibility, with expectations for another record year in 2027. Segment performance - Semiconductor Systems FQ2'26 revenue: $5.97B, non-GAAP operating margin: 33%; GAAP margin: 35.1%. - Applied Global Services FQ2'26 revenue: $1.67B, non-GAAP operating margin: 29%; GAAP margin: 29.2%. - Other segment revenue was $280M, with an operating loss of $56M. - Segment reporting updated to include 200mm equipment in Semiconductor Systems from FQ1'26. Key financial ratios and metrics - Operating cash flow for FQ2'26: $845M; free cash flow: $210M. - Distributed >90% of free cash flow to shareholders over trailing five years. - $13.2B remaining on share repurchase authorization at end of FQ2'26. - Cash and investments at $13.38B; cash and cash equivalents at quarter-end were $6.36B; total debt at $6.46B. - Dividend per share increased 15% to $0.53, marking nine consecutive years of increases. Risk factors and uncertainties - Risks include demand variability, global economic and political conditions, trade regulations, supply chain constraints, technology transitions, and cybersecurity incidents. - Forward-looking statements are subject to risks such as market acceptance, intellectual property protection, and compliance with laws. Significant events and developments - Launched next-generation products for GAA transistor gate stacks and selective nitride PECVD. - Announced new EPIC Center partnerships with TSMC, SK hynix, Micron, Advantest, and leading universities to accelerate AI chip innovation. - Introduced new chip-making systems for advanced logic chips and entered agreement to acquire ASMPT's NEXX business. - AGS segment now growing at a mid-teens rate, potentially higher this year. - Legal settlement of $253M with U.S. Commerce Department resolved in recent quarters. Capital allocation and financing - Continued investment in R&D and infrastructure to enable growth. - Repurchased $400M in shares and paid $365M in dividends during the quarter. - Dividend per share more than doubled in four years; 16% CAGR over past decade. - Reduced shares outstanding by ~32% over past 10 years. - Capital expenditures were $635M for the quarter. Market and industry conditions - AI driving wafer fab equipment (WFE) demand, especially in leading-edge foundry-logic, DRAM, and advanced packaging. - Cloud service providers increasing capital investments; most leading-edge fabs running at full capacity. - Customers announcing more fab projects and increasing cleanroom capacity. - Demand for semiconductor equipment remains robust, with growth driven by AI and high-performance computing trends.

$AMAT Record revenue in Semi Systems and AGS Gross margin reached 50%

I don’t think people can fathom how much weight this meeting holds for the world.

Our 🐐 visiting Korea How can you not be bullish on Korean Equities anon? $EWY $DRAM

It’s beautiful

@CulperResearch Good luck, have fun

NEW: We are short Nvidia $NVDA. We believe Nvidia has a significant China problem. Please see our full report and disclosures now available on our website, link in bio.

@Globalflows Throw a Monster and a tin of Zyn up there and that’s mega chad

The European mind can’t even comprehend this level of patriotism 🇺🇸 Welcome to global macro

$PENG is up +18% today Congrats to those who listened!

Secert is to own Memory lol $DRAM $MU

@vladtenev $RVI is doing wonders. Can we please get @AnthropicAI & @anduriltech exposure, pls and ty

@SKhynix breaking 'Memory Wall' w/ next-gen #HBM, #CXL & #PIM solutions $DRAM $MU $SNDK $WDC