Barrington Ross

I like Semiconductors - only thoughts, no financial advice

[Elon Musk @elonmusk]

@RealNickMugalli Micron has been reasonable regarding future memory prices, while others have been extortionate, which is something today’s customers won’t forget …

Micron is making is the smart move for long-term customer loyalty.

[TrendForce @trendforce]

🚀 Memory prices keep climbing: DRAM is forecast to rise 58–63% QoQ in 2Q26, while NAND flash may surge 70–75%. When will the supply-demand imbalance ease?💡More analysis from #TrendForce: https://t.co/KSqtgCDXVQ 🔗

[Barrington Ross @BarringtonRoss]

@fabknowledge Who knows, but would be nice to have DRAM recover Q225…If this happens combined w HBM ramping maybe better than expected, along with the recent cuts to Nand by Samsung, Hynix, Micron- Maybe $MU and memory oligopoly can recover.

https://t.co/i2qME7fodf

[Barrington Ross @BarringtonRoss]

@ecommerceshares This is the way if you can time it right (and stomach the volatility). I’ve been trading options on $MU for over a decade with great success. Life changing gains on this run 🐄

[Barrington Ross @BarringtonRoss]

@ecommerceshares $MU Sanjay Claus 🎅 🎄

[Barrington Ross @BarringtonRoss]

@ecommerceshares $MU Sanjay Claus 🎅 🎄

[Barrington Ross @BarringtonRoss]

@ecommerceshares @michal_majka Picks and shovels 🪏 $MU

[Barrington Ross @BarringtonRoss]

@smartertrader Sam. Sanjay used to run Sandisk. Sold it to WDC. Became CEO of MU and transformed it. Then COVID. Then up to trough. Then unprecedented cuts by oligopoly. Then WDC SNDK split. Then legacy memory & storage+ AI +HBM super cycle. Then moon for MU SNDK WDC HYNIX. Simple -know this.

[Barrington Ross @BarringtonRoss]

@ecommerceshares Sweet vindication. I’ve been waiting for and eyeing this target for a long time - know you’ve been on it as well. MUuuuuuu baby!

[Barrington Ross @BarringtonRoss]

@ecommerceshares $MU mooooo

[Barrington Ross @BarringtonRoss]

@ecommerceshares Politicians/elites insider trading on the reciprocal tariff news that now just dropped AH

[Barrington Ross @BarringtonRoss]

@futureman1977 @ecommerceshares Priced in 🐄 💩

[Barrington Ross @BarringtonRoss]

@ecommerceshares https://t.co/lHPypuxRMB

[Barrington Ross @BarringtonRoss]

@ecommerceshares 🐄

[Dan Nystedt @dnystedt]

Micron won Nvidia’s approval for a new kind of AI memory called SOCAMM (small outline compression attached memory module), beating South Korean rivals SK Hynix and Samsung Electronics, media report, citing unnamed sources. Nvidia designed SOCAMM and had asked all 3 chip makers to develop prototypes. Micron used its edge in low-power DRAM to win, setting the stage for mass production and supply for Nvidia’s Rubin platform. $MU $NVDA $HXSCL $SSNLF #semiconductors #semiconductor https://t.co/xAL5VWg8TS

[Barrington Ross @BarringtonRoss]

@DeItaone It’s called a 10b5-1 plan and it’s a tool for financial planning, not a “trade” or signal of bearishness for $PLTR common

[Barrington Ross @BarringtonRoss]

@KobeissiLetter Stealing IP is not innovation or considered developing

[Barrington Ross @BarringtonRoss]

@ecommerceshares

[Barrington Ross @BarringtonRoss]

@Maximus_Holla Not yet…He’s holding 🐮