$005930

How his view evolved

Every substantive take he's posted on $005930, newest first — each labelled with the stance he expressed at the time.

1. Jun 19, 2026Bullish

   @amandaong23 i personally don't see any chance of oversupply, if anything photonics/lasers will be extremely supply constrained. it would be the same media playbook that went on with YMTC/CXMT earlier in the year with Chinese DRAM/NAND flooding narratives, now $MU, $SNDK, Samsung, and

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2. Jun 19, 2026Bullishconviction 3/4

   @KristupasSimon2 Went long on Samsung through $EWY earlier on. Still think it’s cheap given operating income forecasts. https://t.co/l0VvosFlVE

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3. Jun 18, 2026Bullish

   Just a reminder: 99% of X was bearish on memory 3 months ago... Since then: $MU $380 -> $1122 (+195.26%) $SNDK $565 -> $2155 (+281.42%) $EWY $132 -> $219 (+65.91%) SK Hynix 849K -> 2.685M KRW (+215.5%) Samsung 172K -> 362K KRW (+110.7%) If you see a bunch of projections on https://t.co/32lIR3YpoJ https://t.co/qxbZ35sbWX

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