Roadstar 🎖️

$BTC

$MU
$CIFR
$MRVL
$ZETA
$OSS
⭐Not financial advice⭐

[Trade Whisperer @TradexWhisperer]

$MU $DRAM Holy Structural Shit

"HBM sales will add $1.4T in DRAM revenue by 2031 and an incremental $3.6T in non HBM revenue due to higher pricing from HBM related supply constraints."

The ripple effect matters more than HBM itself.

-June Memory Research Report.

[MarketMaestro @MarketMaestro1]

$MRVL
BoS BREAKOUT 💥

[Trade Whisperer @TradexWhisperer]

$MU generates more PROFIT in ONE QUARTER than $SPCX generates in revenue ALL YEAR.

$MU is 51% lower in market cap than $SPCX

Read that twice.

[Sam Parikh @smartertrader]

Why would we not be at 7700-7900 once strait opens. If oil dumps. I flation implodes and Fed cuts rates.

Everthing explodes up.

Lifetime opportunity

[Shay Boloor @StockSavvyShay]

10 STOCKS CHEAPER THAN THE MARKET MULTIPLE

1. $MU | Micron
2. $SNDK | Sandisk
3. $CRM | Salesforce
4. $ADBE | Adobe
5. $META | Meta
6. $NVDA | Nvidia
7. $DELL | Dell
8. $QCOM | Qualcomm
9. $PYPL | PayPal
10. $MSFT | Microsoft

[Roadstar 🎖️ @Giraffe20252]

@smarter411 amazing sam

[Sam Parikh @smartertrader]

MU wants 1052

[Trade Whisperer @TradexWhisperer]

$MU 8.3x $SNDK 8.7x

The entire AI trade runs on memory, and memory trades at 8x.

Nomura says $1.4 trillion TAM by 2030 but the market is pricing it like a dying industry.

The Bargain of the Century is staring at you.

[Trade Whisperer @TradexWhisperer]

$ORCL Crazy Backlog 🤪

[Sean @sean_________]

$MU:
Wolfe: "never been before existed in memory, suggesting some multiple expansion opportunity."
MS: "in our view, this implies DRAM stocks could re-rate to at least 8-10x PE vs. 5x PE now"

[Trade Whisperer @TradexWhisperer]

Monthly Semiconductor Sales.

April just hit $110.5 billion in a single month.

Annualized, that is $1.3 trillion.

The $1 trillion milestone was penciled in for 2030🤯

AI doesn't give a fuck about some retard's put positions, war & oil. It waits for nothing.

[Sam Parikh @smartertrader]

Sndk mu flying

[Roadstar 🎖️ @Giraffe20252]

@TradexWhisperer Don't they understand they need to buy MU and not to sell ?🤦

[Trade Whisperer @TradexWhisperer]

$ORCL $638 billion in backlog. WILD. Bullish for Chips 🔥

• Customer Prepayments and Supplied Hardware. Of the backlog $75 billion now comes from customers who prepaid for GPUs or supplied the chips themselves. This reduces Oracle’s capex burden but confirms insatiable end demand for high end semiconductors.

• Explosive Cloud Infrastructure IaaS Growth. IaaS revenue hit $5.8 billion in Q4 up 93% year over year and $18.1 billion for full FY2026 up 77% year over year. This is almost entirely driven by AI training and inferencing workloads which require massive GPU accelerator deployments.

• Record RPO Surge. Remaining Performance Obligations jumped to $638 billion up $85 billion sequentially from $553 billion and 363% year over year. Management explicitly tied most of the recent growth to large scale AI contracts involving GPUs.

• Forward Outlook. Oracle confirmed $90 billion FY2027 revenue guidance and raised non GAAP EPS. They continue emphasizing that AI infrastructure demand exceeds supply for GPUs power and networking with innovations in high performance setups positioning them as a fast growing cloud provider.

$MU $DRAM $TSM $NVDA $SNDK $ASX $AMKR

[Roadstar 🎖️ @Giraffe20252]

@TradexWhisperer I just can't understand why do they sell mu ?

[Roadstar 🎖️ @Giraffe20252]

@StockOptionCole only thing I don't get is why would anyone sell mu 🤷🤦

[Cole @StockOptionCole]

The entire month of April & May nobody gave a shit about CPI, PPI, Job numbers

Now all of sudden when Markets pullback everybody suddenly cares about it now to "make or break" the markets everyday

Retail sentiment is one of the best clown shows to watch

[Truflation @truflation]

@DeItaone While official CPI data suggests inflation remains elevated, the Truflation US Index stands at 1.84% YoY (June 5). We track millions of live price points daily across 30+ sources, providing a real-time view of inflation. Markets deserve timely data

[James E. Thorne @DrJStrategy]

Today we get the May CPI print:

This release will capture the temporary energy supply shock tied to US-Iran tensions, not a sign of systemic inflation.

A supply shock simply changes relative prices. Why does everyone, including central bankers, forget basic undergraduate economics?

With President Trump finishing up the Iran operation, oil is heading below $90, further proof this is transient.

Will Wall Street show its Keynesian reflex with these CPI numbers the same way it did with the jobs report?

Keynesian brain rot is still very much evident on the Street.

Inflation is not the crisis many portray.

[Investing visuals @InvestingVisual]

$MU net income growth is insane:

• Q1 2025: $1.5B
• Q2 2025: $1.8B
• Q3 2025: $3.2B
• Q4 2025: $5.2B
• Q1 2026: $13.7B

From $1.5B → $13.7B in just 5 quarters.