Moonfire

celestially aligned
$DRAM $MU $INTC $WYFI $OPTX $SIVE $IQE $ASTS

[Moonfire @astrallaser]

Getting tired of looking at $ASTS and $HGRAF in my portfolio

[Micron Technology @MicronTech]

Today, we're proud to announce a strategic agreement with @AnthropicAI that spans memory and storage AI architecture design, supply and demand, enterprise adoption of Claude across Micron and a strategic investment in Anthropic’s Series H funding round. https://t.co/WkAzl0YXxK

[Jukan @jukan05]

If it really plays out like this… lol, that would be amazing.

Jefferies held an expert call with a memory consultant, and according to this expert, memory prices are expected to rise 40–50% QoQ in 3Q26, followed by another 30–40% QoQ increase in 4Q26.

This is significantly above the current consensus expectations of 15–20% in 3Q and less than 30% in 4Q.

[Wayne Liang @wliang]

$WYFI reminds me of an early-stage $NBIS.

> Both serve the structural AI compute demand thesis

> Both have major contracted backlogs (relative to size)

> Both validated by smart money positioning (Leopold Aschenbrenner's Situational Awareness Fund holds BOTH)

> Both benefit from hyperscalers unable to build fast enough

$NBIS: ~$72B MC, $45B+ contracted backlog. Vertically integrated AI cloud platform with own ML stack + $NVDA equity.

$WYFI: ~$1.4B MC, $1B+ contracted backlog. Pure-play AI infrastructure provider. Large asymmetry.

Both companies sell capacity to entities that need AI compute. Both benefit from $ORCL's backlog validation.

$WYFI is positioned near where $NBIS was before it absolutely took off...

$NBIS is undoubtedly the industry leader, and should continue to stay ahead. But $WYFI is the asymmetric opportunity - higher risk, and much higher reward.

[Moonfire @astrallaser]

@stepnotonpets gig em

[Neil Bhatia @neilsbhatia]

For the next few days - there’s no choice - but to be fully loaded $MU (and/or $DRAM) and $MRVL … perfect confluence of technicals and fundamentals, earnings/S&P. I can see angry moves higher.

[Moonfire @astrallaser]

Arrest everyone at Google NOW

[SouthernValue @SouthernValue95]

Heard today that $GOOG is evaluating procuring DRAM from Chinese vendors. Maybe for devices? Would be significant if for cloud.

[Athu Invests @athuinvests]

LOOKS LIKE $SIVE IS GOING TO 120 SEK

- $AMD is looking to secure InP laser supply for their CPO program, and the partnership with $GFS suggests more bullish news by August.

- Ayar Labs will also secure a major order soon. Their Wiwynn partnership and recent $NVDA announcement are huge validations.

- The $JBL earnings tomorrow could provide more details on their 1.6T program. Maybe DC buildout plans too.

- $MRVL might announce something as well soon. Celestial could deliver significant revenue contributions before H2’28. Seems a bit later than overall scenario.

The last few days show timelines compressing for CPO adoption and InP laser supply. $AMD is the biggest recent confirmation. That’s why the buzz will spread around like fire.

Enablence & $POET - These might announce a tad later.

[Moonfire @astrallaser]

@Gubloinvestor Think $DRAM goes higher

[Moonfire @astrallaser]

Up +150% on $NBIS, sold for more $DRAM

[Moonfire @astrallaser]

Up +120% from $AAOI, sold to get more $DRAM

[AST SpaceMobile @AST_SpaceMobile]

AST SpaceMobile Announces Successful Orbital Launch of BlueBirds 8, 9, and 10

https://t.co/sEO7PNSMFd

[d i v e r g e n t @raichutokenized]

good morning, repeat after me

I will not fall for the RSI trap because memory is gold

any meaningful dip is an opportunity

I am both a fox and a lion, and I will prevail

[Misaka Mikoto @soulbiri1]

The 60-40 stock bond portfolio is for boomers

I propose a new conservative, diversified portfolio of 60% $NBIS / 40% $DRAM

[Moonfire @astrallaser]

I should have exited ASTS at $130

[James E. Thorne @DrJStrategy]

No one should be surprised.

The world is short compute.

Memory is the key to intelligence.

Now consensus wakes up.

$MU does $150 in earnings in 2029.

My thesis has not changed.

What was once contentious is now consensus.

Have a nice day.

[Jukan @jukan05]

The shift brought about by HBM:

- From 1957 to 2020, DRAM cost per Gb declined by roughly one order of magnitude every five years, making it one of the clearest examples of Moore’s Law in cost terms.

- However, demand for AI infrastructure and the emergence of HBM have directly overturned the cost-reduction pattern that had persisted for decades.

[Athu Invests @athuinvests]

Holding $MU, $SNDK & $DRAM through 2028 feels like a solid and safe plan.

Memory demand isn’t going anywhere - it’s only accelerating.

Strategy: Buy every meaningful dip and keep adding to your position. Reassess the market in 2028.

Dear, the real question isn’t the thesis. It’s how strong your conviction truly is.

[Moonfire @astrallaser]

$DRAM

[Sam Badawi @Sam_Badawi]

The AI Memory Trade Is Still Being Bought

Forward P/E:

$MU 9.8x
Samsung Electronics 6.5x
SK Hynix 4.3x
$SNDK 10.8x
$WDC 35.3x
$STX 27.6x

[RJC @RJCcapital]

semianalysis is worse than al qaeda