Federico Jose

[Federico Jose @fjose1929]

So long as your @POTUS administration continues to allow paper trades to control the oil futures the prices will always be at the whim of the @wallstreet shysters.

77 percent of the contracts are paper contracts wherein the counter parties are neither a consumer nor a producer.

The futures market are meant to determine a price equilibrium not turn it into a casino.

The oil CEOs then wash their hands and say market forces.

They are enjoying crack spread if $45 - $50, when break even is $6. A generous $15 spread is a more normal high crack spread.

The extra $30 bonus means a $.77 burden on the consumer. Calculate in the multiplier effect on costs of every consumer good.

The commodities market is a scam controlled by the big financial

Please @realpresidenttrump don’t let them continue to gouge the consumer

[Federico Jose @fjose1929]

I don’t understand every report $SKHY, Samsung, KIOXIA, $MU reported great numbers for NAND.

Don’t understand why $SNDK only forecasted 38 percent increase QoQ. KIOXIA forecast was very prescient, almost on the dot more than doubling QoQ. Was there poor visibility or $SNDK just misjudged and entered into LTA agreement to the detriment of missing the upside.

I am hoping they were just conservative as usual.

Anyway still believe Revenue >11 billion and EPS > $45

[Federico Jose @fjose1929]

Mark this.

Revenue: >11 billion
EPS: > $45

Why? $MU reported for NAND

ASP: increased 80%
Revenue: increased 99%

Note $MU fiscal Quarter from March to May. $SNDK from April to June

IBM reported that they did not meet projections because their clients had to invest heavily in Ai especially memory.

KIOXIA reported nonGAAP EPS rose more than 100 percent QoQ (more like 120%)

[Federico Jose @fjose1929]

They know the print revenue >$11 billion and EPS> $50

They will take this down to the 1100 so even the out of this world results will boost the stock at most 33% sub 1400.

Then the China flooding the market even though it takes 3.5 years from breaking ground to actually producing a vetted product. Either stagnant dead money or drip drip drip down

[Federico Jose @fjose1929]

@MatthewLef Why lie, using same exchange rate as last quarter they beat ¥1621 trillion vs ¥1593 trillion

[Federico Jose @fjose1929]

@jukan05 @EdwardDiGi Why lie?

Using the same yen vs usd exchange rate they beat on net income 1621 trillion vs 1593 trillion

Next quarter 44 percent increase in net income projected

[Federico Jose @fjose1929]

@bpaynews BS

Compare the results using the same yen to USD exchange rate and they beat 1621 trillion yen vs 1593 trillion yen

[Federico Jose @fjose1929]

@i_managed_risk It did not miss net income if you compare it with the Sam exchange rate

1621 vs 1593

Ext quarter projection is 2335 trillion yen. 44 percent increase in currency same increase as newly reported quarter.

[Federico Jose @fjose1929]

@Finora_EN 🙏👍

[Federico Jose @fjose1929]

@norveclifinance Watch the print from KIOXIA if it beats their already magnificent forecast be prepared for $SNDK +33% $MU another 18 percent up.

Better cover your shorts as soon as KIOXIA prints their results at 2:30 am EDT

[Federico Jose @fjose1929]

@Krylastocksjob @KIOXIAAmerica reports KIOXIA AT 2:30 am eastern daylight time July 31st

August 5 $SNDK reports. My prediction Revenue: >$11 billion EPS: > $50

[Federico Jose @fjose1929]

@GoodinInvesting $SNDK will report revenues >11 billion and EPS >50 mark this

[Federico Jose @fjose1929]

@SemiconductorsX What will they say when KIOXIA beats its own forecast this Friday then $SNDK reports revenue of > $11 billion and EPS around $50

[Federico Jose @fjose1929]

@MF_Camillus $SNDK $MU

Just watch KIOXIA report coming out at 2:30 am on Friday

Reminder of their forecast for the just ended quarter

[Federico Jose @fjose1929]

Just to remind everyone of KIOXIA forecasts for their just ended quarter. $SNDK I believe was ultra conservative in their predictions mi expect KIOXIA to surpass these forecasts when they report if Friday. I don’t see how $SNDK does not report revenue of >$11 billion and EPS> $50

• From this quarter, guidance format has changed from range to standalone figures
• Projected revenue of 1.75 trillion yen, non-GAAP operating profit (OP) of 1.3 trillion yen, OP margin
of 74%, anticipating record highs in all categories
• Non-GAAP OP expected to exceed the previous record high in Q4 by more than double, resulting in
a quarterly OP of over 1 trillion yen
→ Expected to surpass full-year FY25 results within the first three months of Q1
• Main factor is significant increases in ASP across all applications
• No significant differences between applications for ratio of ASP increase
→Like-for-like base and blended show similar level of ASP increase
• Bit shipments are expected to increase
→ No significant differences between applications are anticipated
• Exchange Rate: assuming USD/JPY at 159 yen
• Exchange rate sensitivity: impact of a 1 yen movement against the dollar per quarter translates to
revenue impact of 10 billion yen, operating profit impact of 9 billion yen
→Note: It cannot be directly compared with other quarters since this is based on the assumed sales
volume for Q1.
Exchange rates for April - May have been fixed; the June rate has not yet been fixed. $MU

[Federico Jose @fjose1929]

I hate to disagree with you @TradexWhisperer but the CEO of micro has been trying to emphasize that they are the leading supplier innovator but has been shutdown by the talking heads who push the narrative that the Koreans are the leaders. I think with HBM3E, micron $MU is the better vendor except that they were a little late than $SKHY which lends to your point that $SKHY has the contracts at a lower price point. Samsung is not a player at all and is praying its yields improve with the HBM4 generation. I think $MU is the leader in production yields for HBM3e. Same probably applies with NAND as far as contracted pricing.

[Federico Jose @fjose1929]

From grok, I asked about reports of NAND pricing that the Chinese can do anything about. 120-170ptice increase coming for 2H 2027

$SNDK reports revenue: >$11 billion and EPS: >$50

Yes — that matches recent TrendForce reporting on SLC NAND.
In mid-July 2026 (around July 13), TrendForce updated its outlook and projected that SLC NAND contract prices would rise another 120–170% in the second half of 2026 compared with first-half levels.
Context for that figure
• 1H 2026: SLC NAND already rose an estimated 130–150%.
• 2H 2026 revision: The higher 120–170% forecast was driven by:
• Severe MLC shortages pushing industrial, automotive, and networking customers to switch to SLC.
• Ongoing capacity constraints (makers prioritizing high-layer 3D NAND and HBM).
• Rising demand from AI edge computing, data centers, and automotive applications.
• Limited new mature-node capacity coming online.
Earlier in June, TrendForce had been more conservative (expecting roughly 70–75% further gains in 2H26). The July update raised the outlook significantly because of the MLC-to-SLC substitution effect.
Note on broader NAND
This 120–170% (or the ~100–150% range you saw) specifically refers to SLC NAND, which is a smaller, higher-reliability niche segment used in industrial, automotive, and certain enterprise applications. Mainstream consumer/enterprise TLC and QLC NAND have also seen very large cumulative increases (Q1 ~60% + Q2 70–75% QoQ, plus further expected gains), but the headlines about “100–150% for H2” most closely track the SLC-specific forecasts.
So the report you saw is real and recent. $MU