@RJCcapital / appears on tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets
No settled calls yet — credibility updates as call horizons resolve.
$ORCL is winning the race to sell top-secret cloud services to Japan that the US says are critical to secure intelligence sharing between Tokyo and allies as they face growing threats from China.
FY27 revenue guidance is $130–$150 million, implying 2.6x–3x growth, with 18–22% non-GAAP pre-tax margins. Management says it is not capacity constrained at $150 million and could raise guidance as orders convert.
The HBF commentary is especially bullish for $SNDK. It suggests next-generation flash is becoming structurally more power- and test-intensive, validating HBF as a differentiated AI-memory architecture rather than simply another enterprise SSD.
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.
Silicon carbide is recovering, with approximately $8 million of new orders in the last month. That supports $AEHR while improving the backdrop for $ON $WOLF $IFNNY $STM and $NXPI.
HBF is breaking existing test infrastructure across power supplies, I/O pins and parallelism. That is bullish for $AEHR's high-power burn-in platform and for the broader power stack across $MPWR $POWL $ON $NXPI and $VRT.
seems too high
tweets raising alarm bells over the offering as "massive" dilution are overblown. The stock should be up not down.
we in middle of biggest technology revolution and you sell semiconductors for a new pdf maker called Figma?
The Korean depository has notified investors that a conversion is expected to be available starting on July 29th.
The Korean depository has notified investors that a conversion is expected to be available starting on July 29th.
I have thought it through and think the fears are overblown, especially for $NBIS
Neoclouds are sliding this morning as New York becomes the first state to impose a data center moratorium.
Neoclouds are sliding this morning as New York becomes the first state to impose a data center moratorium.
neoclouds that have assets in republican states will outperform mabye
Neoclouds are sliding this morning as New York becomes the first state to impose a data center moratorium.
$META will probably try to acquire $NBIS soon if they haven't tried to already.
$SMTOY has secured a multiyear agreement for the fiber-optic infrastructure connecting Meta's AI systems.
$SNDK has been selected as a long-term NAND supplier, adding to its already significant $42B minimum-revenue commitment base.
$AVGO is helping design Iris, giving it direct exposure to every future expansion of Meta's internal accelerator program.
$TSM will fabricate the chip, translating Meta's push toward custom silicon into additional foundry demand.
$META reported $145B AI buildout is becoming a multiyear revenue pipeline for the companies beneath it.
are you gonna give them another $300 Billion?
Iran made a poor choice. Now they pay.
Iran made a poor choice. Now they pay.
Bernstein estimates $SNDK has $11B+ of guarantees supporting ~$69B of remaining obligations
$MU holds $18B of deposits plus $4B of letters of credit
If you're still long saas you're just not gonna make it.
the next 4 years are gonna drag $NFLX behind the woodshed and shoot it like a dog with a broken leg
$GLW also noted a beneficiary through increased demand for specialty glass, ceramics and materials used across clean-energy and advanced manufacturing applications.
$TE is a potential beneficiary of tighter localization rules through greater demand for domestic electrical connectivity, power distribution and industrial infrastructure.
No reach data yet.
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