Top Tweets for #ssnlf
Memory stocks, forward P/E:
Samsung (#SSNLF): 4.3x
Kioxia (#KXIAY): 4.3x
SK hynix (#SKHY): 4.5x
Micron ( $MU ): 6.2x
Sandisk ( $SNDK ) 8.4x
iShares Semiconductor ETF ( $SOXX ): ~21.7x
#Micron has the best gross margin and ROIC of the 3 #DRAM makers, but it's the 2nd most expensive.
Full analysis for everyone on Tuesday.
To be transparent, and to be able to measure against my own calls, here's my prognosis for the H2 2026/ H1 2027
Expecting memory to show no signs of slowing down:
$MU $SNDK $WDC $STX $SIMO #SKHynix #SSNLF
Expecting $GLD $SLV to resume growth
$PAAS $VZLA $ALTN $SBI $SCZM
Fintwit faves to continue growing
$NBIS $IREN $CIFR $WULF $WYFI while counting on $NBIS to lead the charge again
Misc tech names I like atm
$NOK $PENG $TRT $AAOI $STMPA $CRDO $SOI $AL2SI and counting Europe to become/stay a major player in the future of AI/DC themes
Various DC plays
$PPIH $ACFN
Micro/Small cap space
$FTK $SCIA $LGCY $CGEH
Video Games Dev/Producers
$TTWO $NTDOY
Software
$APP $NOW
I see no reason why these can't continue their parabolic growth in the next 12 months $NVDA $AMD $INTC
As for MAG 7 my biggest bet is $NVDA but expecting $GOOG to perform well, and $MSFT to recover.
What do you think?
What names do you like from the list, and which ones you're bullish on? Maybe some name I missed adding?
The High-Bandwidth Memory (HBM) Network
1. HBM Suppliers
$MU $HXSCL (SK Hynix) $SSNLF (Samsung)
2. ASIC Designers
$AVGO $MRVL Alchip GUC
3. HBM Customers
- GPUs: $NVDA $AMD $INTC
- Cloud Service Providers: $GOOGL $AMZN $MSFT $META
On the way to #NewYork to attend @SamsungMobileUS #GalaxyAI event...
@SamsungMobile #ssnlf @TantraAnalyst
.@SAPCenter filling up... Lot of excitement in the areana.. anticipating @Samsing #GalaxyS24
#GalaxyAI signage everywhere..
#Unpacked @SamsungMobile @SamsungMobileUS #ssnlf
Peeling off of #GalaxyZfold4 continues. Now, it is spreading to the center crease...
@SamsungMobile #SamsungUnpacked #ssnlf
New year update... My @SamsungMobile #GalaxyZFold4 's screen finally peeling off after 15 months of daily use...
Will see how quickly it spreads...
Btw, here is my review of the phone written in 2022...
https://t.co/7nabKIKkD7
#GalaxyUpaacked #unpacked2024
Used #smartphone market is getting hot...
https://t.co/Ut1dTFRdcb
Would be interesting to see how that affects the hopes of revival of the new phones market & #semiconductor markets...
@DashveenjitK @techhq @TantraAnalyst $qcom #ssnlf
Tons of @Samsung Display innovations on display at @DisplayWeek 2023
https://t.co/rxuTh78YHY
Apart from #foldable & #Rollable OLED Display w/ built-In fingerprint & Blood Pressure, sensing seems really interesting...
@SamsungUS @SamsungMobile #SSNLF @SamsungMobileUS
.@SamsungMobile making ruggedized & tactical phones sexy & high performance
https://t.co/TRVHirJr8P
@Samsung #SSNLF @gizmochina @MrsHalieGriffin @rouxfolle @SamsungBizUSA
Irregular Heart Rhythm Notification coming to @SamsungHealth app & #GalaxyWatch5
https://t.co/gLHpYlIMNa
Another great reason to get the watch.
My review of #galaxywatch5Pro
https://t.co/9KEoL4KhqS
@SamsungMobile @SamsungMobileUS #ssnlf @MrsHalieGriffin @rouxfolle
South Korea's August chip production sees its first annual decline since 2018, falling 1.7% y/y - BBG
Qualcomm's latest smartphone processor, the TSMC-made Snapdragon 8 Gen1 Plus, will be rolled out in May, media report, in hopes to put an end to an overheating controversy in the Samsung-made Snapdragon 8 Gen1. $QCOM $TSM #SSNLF https://t.co/8CaceTc8vy
Another arrest in Bioepis probe https://t.co/RClcd4NBPf #Samsung #SSNLF $SSNLF #accounting #fraud #Kongtal #GurushipKorea #
Top-Performing Fund Manager Dumps 4.3M Samsung Shares Before Earnings
Bloomberg - 4h ago $SSNLF #Samsung #SSNLF #Nomura #MorganStanley #JPMorgan #GalaxyNote9 #GalaxyNote9th #smartphones #androiddevs #SamsungGalaxyNote9 #short #seller #Profit #earnings #iOS https://t.co/h97hDAfWlm
Samsung Electronics: 5G And AI Create A New Cycle #INTC #MU #SSNLF #SSNNF #HyundaiMotorInvestment&Securities #Korea #InvestingIdeas https://t.co/ZiKO6o3b9a
Samsung lacks leadership 'Plan B' https://t.co/7RZ0ePSGw2 #SSNLF
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