FrontierAlpha

Investing in the future.
Defense • Space • Disruptive Tech
$KTOS $RKLB $LMND $ONDS $CELH

[FrontierAlpha @FrontierAlphaUS]

Finally decided to start posting instead of just lurking.

I’m mainly interested in defense, space and disruptive technology.

Looking forward to sharing ideas and learning from this community.

$KTOS $RKLB $LMND $ONDS $CELH 🚀

[JUST KAWS @JUST_KAWS]

POV: $SNDK after earnings tomorrow

[FrontierAlpha @FrontierAlphaUS]

« Memory trade is dead » $DRAM $MU $SNDK

[FrontierAlpha @FrontierAlphaUS]

$SNDK AT 2000$ POST EARNINGS

[Antonio Linares @alc2022]

Now that you failed the retard test

Stocks will rip without you

[FrontierAlpha @FrontierAlphaUS]

Just by that pre market action $SNDK is going to 2000$ this week after earnings

[FrontierAlpha @FrontierAlphaUS]

Bear thesis killed $MU $SNDK $DRAM

[Jukan @jukan05]

"You would think CXMT's price is cheaper than the top three players, which is a wrong assumption. ... Their DRAM is definitely no cheaper than the likes of Samsung,"

🤣

[Jukan @jukan05]

"You would think CXMT's price is cheaper than the top three players, which is a wrong assumption. ... Their DRAM is definitely no cheaper than the likes of Samsung,"

🤣

[FrontierAlpha @FrontierAlphaUS]

Memory crunch is not finished $DRAM $SNDK $MU

[Serenity @aleabitoreddit]

SK Hynix, $MU , and Samsung have sold out of 2027 capacity for DRAM/HBM.

$SNDK, Samsung, Micron current annual NAND capacity has been sold out, with Kioxia and SK Hynix expected to finalize allocations by August 2026.

- Customers are being allocated only 60–70% of the volumes they initially requested

- industry insiders pointed out that 2027 will enter the most severe moment of memory shortage

- Allocation amounts are mostly decided, but final shipment pricing will be determined closer to delivery

Source: Digitimes, citing industry sources.

Hard to see those memory "oversupply" claims in early-mid 2027 when they're all sold out of capacity already.

[FrontierAlpha @FrontierAlphaUS]

$KTOS has a 3:1 book to bill in its space segment

[Wealthmatica @wealthmatica]

Voyager Technologies reports beat!

> EPS: $(0.79)
> Revenue: +15.5% YoY
> Backlog & Pipeline: $336M (+96%% YoY)
> Book-to-Bill Ratio: 2.1x (company record)

Raised full-year 2026 revenue guidance to $275M-$305M, thats +66% to +84% YoY 👀

Stock is up +16% after-hours!

This is a defence & space juggernaut.

$VOYG

[FrontierAlpha @FrontierAlphaUS]

@Financhle @gurgavin Yeah

[Semiconductor Insider @SemiconductorsX]

DRAM and NAND prices hit all-time highs again in July.

According to DRAMeXchange, the average fixed transaction price for PC DRAM DDR4 rose 14.3% month over month to $24. NAND prices also continued their upward trend for the 16th consecutive month.

TrendForce expects PC DRAM prices to rise another 15-20% in the third quarter. This is due to memory suppliers reducing PC DRAM supply to prioritize CSP server demand.

The memory market remains tight as AI demand pulls capacity toward high-bandwidth and server applications.
$SKHY $MU
Samsung, SK Hynix, and Micron are the main beneficiaries of this pricing environment.

How long do you expect PC DRAM prices to keep rising before supply adjustments ease the pressure?

[FrontierAlpha @FrontierAlphaUS]

Long $SNDK

[FrontierAlpha @FrontierAlphaUS]

Bear trap

[dray @drayinvests]

YOU KNOW WHAT IT MEANS WHEN RETAIL SELLS AND HEDGE FUNDS BUY, RIGHT?

[FrontierAlpha @FrontierAlphaUS]

@KrisPatel99 It’s like the Q’s being down .5

[FrontierAlpha @FrontierAlphaUS]

@Barchart Will finish green

[FrontierAlpha @FrontierAlphaUS]

Holy reversal in the kospi

[FrontierAlpha @FrontierAlphaUS]

@Coinforge_real This has gone from shit fundamentals to crazy ones getting better by the day

[FrontierAlpha @FrontierAlphaUS]

@saltyq @BullTheoryio Prepare for a pump if they want you to sell it’s because they want to buy

[FrontierAlpha @FrontierAlphaUS]

True. Big bear trap in the Memory space don’t get fooled $DRAM $SNDK $MU

[Puru Saxena @saxena_puru]

$KOSPI - test of 40-week ma, r/r is now favourable

This has bullish ramifications for AI stocks and we're positioned for a multi-week rally

[Aditya R @AdityaInvests90]

STOCK MARKET ON MONDAY: