Ray

Building tools for market analysis

[Ray @RayLian]

@DrocDolf Why are you using a transcript from 2.5 years ago as evidence of the next catalyst?

[Ray @RayLian]

@KerrisdaleCap Everspin has publicly identified Dell as one of its enterprise data-center customers, citing Dell on multiple 2025 earnings calls as a driver of demand for its MRAM products used in RAID storage applications.

[Ray @RayLian]

$MU is viewed by many as cyclical because its business traditionally depended on the upgrade cycles of personal computers and mobile phones. But MU now gets most of its revenue from AI data centers and that business is experiencing huge secular tail winds and parabolic growth both in demand and price.

Because most of MU’s revenue is no longer dependent on the same upgrade cycles, it’s a mistake to treat MU like the same cyclical stock it used to be. It’s now an AI infrastructure stock with hypergrowth and expanding margins.

Valuing MU based on cyclical math is just not accurate.

[Ray @RayLian]

The AI Boom is different from the dotcom boom in a few ways:

1) AI boom will deploy $3-4T by 2030, which is about 3-4x the size of the dotcom boom depending on how you size the dotcom boom. 

2) The AI boom is driving customer adoption and real value much faster than the dotcom boom did. By 1999-2001, dotcom had laid down tons of internet infrastructure, but truly useful applications were scarce—it took years for rich internet services to be built and adopted. Compare that to today: 80-90% of enterprises have adopted AI coding tools in some form, and Anthropic went from $4B ARR in mid-2025 to ~$40B ARR in mid-2026, a 10x increase. That kind of adoption didn’t exist at the height of dotcom. It’s why GOOG, AMZN, and META are already seeing real ROI on AI capex.

[Ray @RayLian]

@PCrenovo @AdityaInvests90 Chinese memory makers are many years behind Micron and don’t have the latest HBM needed for data centers. They can at best sell to the lower end markets for personal computers and mobile phones, if they can get around import/export restrictions and tariffs.

[Ray @RayLian]

Over the past 5 weeks I listened to 14 tech company earnings calls. 8 of them directly bought up rising memory prices as something that impacted their business.

[Ray @RayLian]

@shiri_shh Those Puts and Calls look like a tax strategy that uses long and short positions to keep generating tax losses even in a rising market. This recent WSJ article explains how it works: https://t.co/Hnfup7lKMk

[Ray @RayLian]

@BullTheoryio Those Puts and Calls look like a tax strategy that uses long and short positions to keep generating tax losses even in a rising market. This recent WSJ article explains how it works: https://t.co/Hnfup7lKMk

[Ray @RayLian]

@wallstengine Those Puts and Calls look like a tax strategy that uses long and short positions to keep generating tax losses even in a rising market. This recent WSJ article explains how it works: https://t.co/Hnfup7lKMk

[Ray @RayLian]

@jiahanjimliu Those Puts and Calls are likely part of a tax strategy that uses long and short positions to keep generating tax losses even in a rising market. This recent WSJ article explains how it works: https://t.co/Hnfup7lKMk

[Ray @RayLian]

@MilkRoadAI Those Puts and Calls are likely part of a tax strategy that uses long and short positions to keep generating tax losses even in a rising market. This recent WSJ article explains how it works: https://t.co/Hnfup7lKMk

[Ray @RayLian]

@InTheAssembly Those Puts and Calls are likely part of a tax strategy that uses long and short positions to keep generating tax losses even in a rising market. This recent WSJ article explains how it works: https://t.co/Hnfup7lKMk

[Ray @RayLian]

@HyperAICapital Those Puts and Calls are likely part of a tax strategy that uses long and short positions to keep generating tax losses even in a rising market. This recent WSJ article explains how it works: https://t.co/Hnfup7lKMk

[Ray @RayLian]

@burrytracker Those Puts and Calls are likely part of a tax strategy that uses long and short positions to keep generating tax losses even in a rising market. This recent WSJ article explains how it works: https://t.co/Hnfup7lKMk

[Ray @RayLian]

@StockSavvyShay Those Puts and Calls are likely part of a tax strategy that uses long and short positions to keep generating tax losses even in a rising market. This recent WSJ article explains how it works: https://t.co/Hnfup7lKMk

[Ray @RayLian]

@LEAPTRADER_ Those Put + Call combos are likely part of a tax strategy. This WSJ article explains it: https://t.co/Hnfup7lKMk

[Ray @RayLian]

@BullTheoryio Those Puts + Call combo are likely part of a tax strategy. This WSJ article explains it: https://t.co/Hnfup7lKMk

[Ray @RayLian]

@linasbeliunas Those Puts and Calls are likely part of a tax strategy. This WSJ article explains it: https://t.co/Hnfup7lKMk

[Ray @RayLian]

@HighbrowHaze @burrytracker @grok It's a tax strategy. This WSJ article explains it: https://t.co/Hnfup7lKMk

[Ray @RayLian]

@AdityaInvests90 Please dump more so I can buy it at cheaper