michiel berkel

ex-HP redacteur, ex-HetGesprek interviewer, ex-GoudenKalf directeur, nu filmboer en distributeur in Ned en ZA

[michiel berkel @MichielBerkel]

@BiotechMoney18 What's your short & long term target price? When fully valued in your opinion? Thanks https://t.co/VjgXxyFF9P

[BMoney @BiotechMoney18]

$BABA congrats to all long. Be positive and push through any hardship in life like, Jack Ma. Time to pop that wine & enjoy weekend. Like us

[michiel berkel @MichielBerkel]

SK Hynix pulls out 38 billion: Should Micron shareholders be trembling?

[Trade Whisperer @TradexWhisperer]

$MU $SNDK $SKHY $NVDA $TSM

Everyone's watching rates, inflation, war, and Burry's shorts. Meanwhile chip demand just blew past every forecast.

“Global chip sales are expected to exceed $1.5 trillion in 2026, with Q2 sales substantially outpacing sales in Q1 2026,” said John Neuffer, SIA president and CEO.

“Strong sales across the Americas, the Asia Pacific region, and China continue to drive market growth, underscoring the strength of global chip demand and the vital role semiconductors play in powering the next generation of technology innovation and economic competitiveness.”

[michiel berkel @MichielBerkel]

How did you arrive at $400 for $MU? And after that? Back to zero? Please explain

[LongGameEquity @LongGameEquity]

$META is a $2000 stock trading at $600
$GLW is a $200 stock trading at $120
$SOFI is a $50 stock trading at $17
$INTC is a $120 stock trading at $87
$AMD is a $2000 stock trading at $595
$MU is a $400 stock trading at $900
$SNDK is a $800 stock trading at $1200

[michiel berkel @MichielBerkel]

@stocksavvyshsy
$AVGO very much oversold here

[Shay Boloor @StockSavvyShay]

Here are some of the fastest-growing revenue ramps across the AI buildout over the next 3 years:

• $MU ~$90B → $260B
• $AVGO ~$75B → $230B
• $AMD ~$40B → $110B
• $CRWV ~$6B → $40B
• $NBIS ~$900M → $22B
• $BE ~$2.5B → $10B
• $LITE ~$2.5B → $9B
• $IREN ~$725M → $6B
• $AAOI ~$500M → $3B
• $CIFR ~$230M → $1.2B

[michiel berkel @MichielBerkel]

@VJNCapital $AVGO Very much oversold.

[Vebjørn @VJNCapital]

7/10 $AVGO

[michiel berkel @MichielBerkel]

@ftr_investors
Is this a negative for $MU?

[The Future Investors @ftr_investors]

$HXSCL SK hynix plans a Nasdaq ADR listing on July 10, aiming to raise nearly $29 billion and broaden its U.S. investor base 💵 🇺🇸

[michiel berkel @MichielBerkel]

@Beth_Kindig
BREAKING NEWS!!!!
South Korean Memory stock $SKHYNIX will be listed at the Nasdaq in August. You can buy the name in anticipation through the US ETF $EWY and you already get 25%
Another $SKND and $MU
Repost is nice!

[Beth Kindig @Beth_Kindig]

Nvidia has certified SK Hynix, Samsung and Micron’s HBM4 for Vera Rubin, with all three memory makers in production for the upcoming chip.

$NVDA $MU $AMD

[michiel berkel @MichielBerkel]

@EhrmantrautCap_ Tell ppl to buy $000660.KS on the Korean stockmarket. SK-Heynix memory stock is another $SNDK.
If you have trouble buying Korean shares through your broker, buy $EWY ETF which represents 25% of this stock which is on the verge of being listed at the Nasdaq.

[Ehrmantraut Capital @EhrmantrautCap_]

You are not bullish enough on memory.

$MU $SNDK $000660.KS $DRAM $EWY

[michiel berkel @MichielBerkel]

@Beth_Kindig It’s self explanatory $MU

[Milk Road AI @MilkRoadAI]

Micron's CEO just dropped the most bullish forward guidance in the company's history and the earnings report is 8 trading days away (Save this).

In Q2 FY2026, Micron reported revenue of $23.86 billion, up 196% year-over-year, with a non-GAAP gross margin of 75% and free cash flow of $6.9 billion, a figure that exceeds Micron's entire annual revenue as recently as fiscal 2024.

That was the fourth consecutive quarterly revenue record, and the $10.2 billion sequential increase was the largest in the company's history.

Then management guided Q3 FY2026 to $33.5 billion in revenue with 81% gross margins and EPS of $19.15, a figure so far above Wall Street's prior consensus of $24.29 billion that analysts had to rewrite their models entirely.

If achieved, that Q3 print would imply Micron generating over $27 billion in gross profit in a single quarter, marking one of the most profitable quarters for any memory company in history.

The bull case for understanding why this is possible and potentially sustainable starts with one product, high-bandwidth memory.

HBM is the critical bottleneck in every AI accelerator supply chain, Nvidia's Blackwell and Rubin architectures require it in substantial volumes, and the global HBM market is controlled by exactly three companies, SK Hynix, Samsung, and Micron.

Micron is the only American HBM supplier, which gives it a geopolitical moat that no amount of capital can quickly replicate.

More importantly, Micron's entire 2026 HBM capacity is already sold out and contracted at fixed prices, meaning the $33.5 billion Q3 guidance is not a forecast built on hope, it is largely revenue that has already been booked.

The demand side of this equation is equally extraordinary.

Hyperscaler capital expenditure commitments for 2026 alone exceed $500 billion, including Microsoft at $190 billion and Meta between $125 billion and $145 billion, and every AI server requires roughly six times more DRAM than a conventional server.

Micron's CEO Sanjay Mehrotra stated on the earnings call that the company can only fulfill 50% to two-thirds of key customer demand in the medium term meaning the constraint right now is not demand, it is how fast Micron can build.

To address that, Micron raised its capital expenditure guidance by $5 billion to over $25 billion for fiscal 2026, with spending expected to rise further into 2027 as it accelerates construction of new fabrication facilities in Idaho and Taiwan.

The board also approved a 30% increase in the quarterly dividend, a signal from management that they believe the cash generation is durable, not cyclical.

The HBM market itself is projected to grow at a 41% compound annual growth rate, expanding from $35 billion to over $100 billion by 2028, and Mizuho analyst Vijay Rakesh has projected DRAM contract pricing could see a 355% increase through 2026 while NAND prices could rise 510%.

The Q3 earnings report on June 24-25 is not just a quarterly print but rather the verdict on whether AI memory demand has permanently broken the boom and bust commodity cycle that defined Micron for decades.

Come join Milk Road Pro for our full breakdown, how to size MU ahead of the June 24-25 earnings, what the $33.5 billion guidance implies for full year estimates, and our entire AI thesis.

Link below.

[michiel berkel @MichielBerkel]

@Beth_Kindig Hear hear.

[investing @DollarCostAvg]

$MU numbers are insane. They are expected to beat Huge. Their locked in memory deals have backstops. ✅

What’s your $MU Target come June 24 ?

[michiel berkel @MichielBerkel]

@Beth_Kindig Really? $MU on your list? My biggest position

[DewmBoom @dewmboom]

$MU: Micron hires one of world’s largest construction firms to build NY chip factories

Source: syracuse https://t.co/C7cl9yyfxt

[michiel berkel @MichielBerkel]

Why selling $MU?? @aaaqqqwi

[Harry Aiueo @aaaqqq79620739]

Sold all your $MU, and buy more $SNDK. Thank me later.

[michiel berkel @MichielBerkel]

@mazereeuw_alex “HarryMens (79) met afgeladen privéjet naar GP Monaco.” aldus De Telegraaf.
Hou je het wel een beetje bij voor ons achterblijvers?

[michiel berkel @MichielBerkel]

@timdewit @jeroenpauw Wat hoor ik daar? Weer dat arrogante, Bloemendaalse geaffecteerde stemgeluid?
“Nooit meer terugkomen meneer Grapper”
“Sorry, mijn naam is GrapperHAUS”
“Kunt u nagaan hoe snel bij ons de TV uitgaat als u erop komt”

[michiel berkel @MichielBerkel]

@QTRResearch $CMPS still under the radar. Will change soon. Same as $TOYO…wilm break out soon!!!!

[Caleb Crann @Caleb_Crann]

$CMPS breaks $14 👏👏 steady incline this month, and I don’t see this changing much through the second half of 2026.

[michiel berkel @MichielBerkel]

@LeopoldATracker Look at $CMPS I doubled my money with this next Trump darling

[Leopold Stock Tracker @LeopoldATracker]

This guy calls out bangers. If you’re still not following this account you must really HATE money.

Wins after wins after wins.👇

[michiel berkel @MichielBerkel]

@buurmeisjelaura Die is hier wel

[michiel berkel @MichielBerkel]

Isabelle Huppert and Paul Verhoeven got a 16 minutes standing ovation after the premiere of “ELLE” in The Palais.

[Karl Delos Santos @karl_delo]

A 5.5 minute Cannes ovation is basically the equivalent of getting booed

[michiel berkel @MichielBerkel]

@midascabal A 1,300% run in 12 months with a P/S of 50x and still loss-making — the easy money is gone. The Nasdaq dual listing hype is exactly the kind of thing that sucks in retail at the top.
Sivers is a spec bet at this point, not a value discovery.

[michiel berkel @MichielBerkel]

@midascabal $SIVE? Where?

[michiel berkel @MichielBerkel]

@asherrkiinee 93