Infra_Alpha

I post about all things Ai/Infra/Stocks/Compute/Memory with some Crypto mixed in…Not Financial Advice

[Infra_Alpha @Infra_Alpha]

@RJCcapital Nice well deserved

[Infra_Alpha @Infra_Alpha]

Why is $SNDK up more then $MU 😂 just imagine the market caps or both soon crazy.

[Infra_Alpha @Infra_Alpha]

Yeah sorry Uncle Jensen there’s a new King of this stock game Sanjay’s the man on the chip throne now $MU

[Infra_Alpha @Infra_Alpha]

If $MU ever trades at a 4 Trilly valuation i’ll get Sanjays face tattooed on me lols

[RJC @RJCcapital]

wife changing money

[Infra_Alpha @Infra_Alpha]

Heck yeah $MU crushed earnings and market is saved 🙌 still think $1500 will come sooner than later ✅✅

[Shay Boloor @StockSavvyShay]

$MU ABSOLUTELY CRUSHED THEIR EARNINGS

• Revenue $41.5B vs Est. $35.5B
• EPS $25.11 vs Est. $20.39
• Net Income $33.7B vs Est. $23.9B
• Gross Margin 85% vs Est. 82%

Q4 Guide
• Revenue $50B vs Est. $43B
• EPS $31.00 vs Est. $25.07
• Gross Margin 85% vs Est. 84%

[Infra_Alpha @Infra_Alpha]

Do what you want with this info.. $MU

[Infra_Alpha @Infra_Alpha]

Yeah this anthropic IPO is about to hit like $MU and $SNDK

[Heisenberg @Mr_Derivatives]

$MU $1,200 in pre and going absolutely apeshit off Anthropic news:

[Infra_Alpha @Infra_Alpha]

@RJCcapital Naw but i did see this and did buy like my uncle RJC…

[Infra_Alpha @Infra_Alpha]

Crazy part is if $MU is worth 2T then $SNDK going to try to push for 1T…

[JUST KAWS @JUST_KAWS]

Can someone explain how $SNDK just keeps going higher… and never seems to pull back?

Like… does this thing even go down?

I don’t think I’ve ever seen a stock like this in my lifetime

[Infra_Alpha @Infra_Alpha]

@DeadlineDayLive yeah might finish in 10th with that squad i reckon

[Infra_Alpha @Infra_Alpha]

This is why i won’t be surprised to see $MU at $1500… $SPCX

[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.

[Infra_Alpha @Infra_Alpha]

I mean yeah tried to tell you guys… $SNDK $MU @DeepValueBagger

[DVB @DeepValueBagger]

Any all in account on $sndk out there? We want to pay tribute to you.

[Infra_Alpha @Infra_Alpha]

Holy shit so much for the bubble ay…

[Kalshi @Kalshi]

JUST IN: Bershire Hathaway invests $10 billion in Google

[Infra_Alpha @Infra_Alpha]

Yeah your about to see MFs start driving around with their THX MU plates on the back of there cars lol $MU

[Ehrmantraut Capital @EhrmantrautCap_]

$MU

[Infra_Alpha @Infra_Alpha]

I remember when people were saying memory stocks were overpriced when $MU was $200 and $SNDK was $400 😭RIP if you missed the run

[Infra_Alpha @Infra_Alpha]

Well i was only $1300 off so yeah that’s cool… $SNDK

[Infra_Alpha @Infra_Alpha]

So when i bought into $SNDK i was targeting $300 for 2026 didn’t think we would get there in the first week of the year so.. that’s cool.

[Infra_Alpha @Infra_Alpha]

@Rory_Talks_Ball

[Infra_Alpha @Infra_Alpha]

I know I haven’t posted in awhile but ya can’t say i didn’t try to tell you guys months ago hope you were all paying attention and made great gains…🤷‍♂️🤑 $MU $SNDK

[Infra_Alpha @Infra_Alpha]

Yeah if $MU and $SNDK keep going it’s literally $NVDA rip cycle 2.0… So far i made the right call putting all my focus on the memory names.

[Infra_Alpha @Infra_Alpha]

@DailyAFC Holy piss Arteta the fans on X been calling this out since like the 2nd month of the season why didn’t he try this earlier fuck sake…

[Infra_Alpha @Infra_Alpha]

Once you start researching these photonic stocks you just go down the dang rabbit hole like holy crap there’s a lot of layers of information to process all these names $COHR $TSEM $AAOI $LITE