Aaron Geoulla

[Aaron Geoulla @AaronGeoulla]

@KristinFolsom69 @clintoptions Same here. Need a crazy green day to make up for today

[Aaron Geoulla @AaronGeoulla]

@DeepLeaksHQ Hey @grok how old is this?

[Aaron Geoulla @AaronGeoulla]

@kevinxu Nothings crashing, its just on sale. People love to buy stocks at full price, but when a quality stock pulls back 5-10% they panic like the skys falling

[Aaron Geoulla @AaronGeoulla]

@kevinxu @ChrisCamillo @vladtenev @Clavicular0 @TheICHpodcast Not trying to throw shade but keep in mind @ChrisCamillo has been on a few times. Go back and see how many views his other episode have gotten and then redo the math. Same with @vladtenev

[Aaron Geoulla @AaronGeoulla]

@capricekayem Caprice

[Aaron Geoulla @AaronGeoulla]

@vulturetrades Spy

[Aaron Geoulla @AaronGeoulla]

@vulturetrades 11 flips

[Aaron Geoulla @AaronGeoulla]

@vulturetrades Id love to join this sound like a great opportunity

[Aaron Geoulla @AaronGeoulla]

@itsmichaelluu Dram is great way to get into the memory sector without having to buy MU or SanDisk. I see lots of potential with it

[Michael | Hypermarkets @itsmichaelluu]

In 2 years, $MU squeezed from 1430% from $85 to $1220.

It will 3x-5x after its earnings on June 24.

These 12 companies have parternships with $MU:

1. $ASML – Sells EUV lithography tools $MU needs for new nodes

2. $AMAT – Deposition/etch tool orders rise with MU's fab expansion

3. $LRCX – Etch/dep equipment demand grows directly with $MU's NAND/HBM buildout

4. $KLAC – More memory layers built means more inspection tools sold

5. $ONTO – Packaging inspection orders track $MU's HBM yield ramp

6. $KLIC – Wire bonding demand rises with memory packaging volume

7. TER – More memory chips shipped means more units tested

8. NVDA – Needs MU's HBM4 supply to ship AI GPUs

9. $AVGO – Custom AI chips depend on MU's HBM allocation

10. $AMD – Competes with Nvidia for same constrained HBM supply

11. $Dell / $HPE – Server margins squeezed when $MU raises memory pricing

12. $AAPL – Higher memory prices raise Apple's device costs headwind, not tailwind

Memory is the biggest bottleneck of AI supply chain $SNDK $WDC $STX $DRAM all exploding 1000%-4000% already.

♻️ RESHARE this post and write 1 comment, I'll DM the best $DRAM call option to buy and hold.

[Aaron Geoulla @AaronGeoulla]

@itsmichaelluu Lets hope for good guidance. Chances are markets dip on mondays open

[Michael | Hypermarkets @itsmichaelluu]

$MU will be spike 10%-15% for Q3 earnings on June 24.

It's valuation can easily go from $1 trillion to $5 trillion by 2035.

Here's everything you need to know:

First, $MU is the biggest botteneck in AI supply chain.

Its the only company all 3 CEO $NVDA, President Trump and Elon Musk said to buy.

The basics for Q3:

$33.5B revenue (±$750M), ~81% gross margin, $19.15 EPS (±$0.40)

That guide alone beats $MU's entire annual revenue through FY2024. In one quarter.

Other memory stocks have been doing super well too:

$SNDK 820% YTD

$WDC 333% YTD

$STX 288% YTD

Everyone is expecting:

$34.52B revenue, $19.72 EPS (31 analysts)

Estimates range wildly $19.68B to $40B+ on revenue, $7.53 to $24.08 on EPS.

That spread = nobody actually knows how to model this inflection.

Why this print matters more than the beat/miss:

Last quarter's net margin went from 23.4% → 58.8% YoY.

That kind of jump doesn't repeat the question is whether it holds.

The real swing factor is guidance, not the print:

Q4 above $40B + commentary on HBM tightness into 2027 → stock re-rates higher

Any hint of pricing softness in commodity DRAM/NAND → stock gets hit regardless of how clean Q3 was

Context:

MU just crossed $1T market cap. Up ~70% YTD, 350%+ over the past year.

Management (JPM Tech Conf, May 2026) said supply stays tight well beyond 2026 memory's shifting from commodity to AI-critical infrastructure as workloads go agentic.

Key customers reportedly locked into 50–66% of their actual bit demand. No relief in sight.

Capex backing the thesis:

$25B+ committed in FY2026 capex

New NY megafab w/ Bechtel

CHIPS Act support up to $6.4B

Bottom line: Thesis isn't "will $MU beat." It's "will they say supply stays this tight."

That's the only sentence that moves the stock on June 24.

♻️ RESHARE this post and write 1 comment, I'll DM you exactly my play to make 1000%

[Aaron Geoulla @AaronGeoulla]

@bravofoxthot Wow just saw this but done

[Aaron Geoulla @AaronGeoulla]

@itsmichaelluu I love how you breakdown each position

[Michael | Hypermarkets @itsmichaelluu]

HYPERMARKET WATCHLIST for June 3, 2026

1. $MRVL — $290 | Jensen trillion-dollar endorsement, continuation or gap fade.

2. $KEEL — $5.68 | Leopold call catalyst, high-beta AI infrastructure momentum play.

3. $AVGO — $487 | Hitting 52-week highs, Q2 earnings tomorrow night. $550 target

4. $TE — $12.04 | Up 15% on offshore wind partnership, narrowing Q1 loss. $15+

5. $GOOG — $364 | Reversal watch, $80B equity raise creating overhead pressure.

6. $META — $600 | Failed $637 intraday, bearish wick — reversal watch setup.

7. $NVDA — $225 | Computex Huang keynote fuel, continuation off AI momentum. $240

8. $AMD — $516 | Breakout strength, TD Cowen raised target to $600.

9. $TSLA — $422 | Breakout holding, continuation play near session highs.

10. $DELL — $466 | Post-earnings AI gap-up, reversal or second-leg continuation.

11. $HPE — $58.94 | Record earnings gap from $44 to $64, high-volatility name.

12. $NOW — $125 | Failed $136 breakout, adding 2027 calls on the flush.

13. $ORCL — $241 | AI cloud momentum, accumulating 2027 calls on dips.

14. $AAOI — $158–185 | High-beta optical play, 800G AI demand ramp incoming.

15. $NOK — $16.25 | Up 9.5%, AI and Cloud revenue grew 49% YoY last quarter.

16. $NBIS — $271 | Leopold Aschenbrenner fund disclosed major stake, AI cloud infrastructure play. Adding calls for $300+

♻️ RESHARE this post and write 1 comment, I forgot to add $NOW $ORCL so I'll DM you my plan for it.

[Aaron Geoulla @AaronGeoulla]

@LADWP @cofecaoficial Power outage in 90046

[Aaron Geoulla @AaronGeoulla]

@LADWP @derickmoncado Are you guys actually sorry? Every time it rains in LA we lose power. Why don't you guys trying fixing the equipment that's out dated before it breaks?

[Aaron Geoulla @AaronGeoulla]

@LADWP Yalla

[Aaron Geoulla @AaronGeoulla]

@LADOTofficial @BSSLosAngeles How long are you guys estimating it will be closed for? Also it would a great idea to post signs so we don't have to drive all the way up to see Mulholland Dr is closed. Especially when we live right there.

[Aaron Geoulla @AaronGeoulla]

@mooroobee @EZebroni @Tesla @elonmusk For all of you saying "first year" why don't you Google when the model X was first released. This is not a first year. This is the same car as before with more power. Are you guys actually serious? Stop being keyboard warriors.