Watching 15 ideas across 4 influencers

3. NAND Flash memory, NAND: export value of $954mn, +178% Y/Y, +7% M/M The flash memory export unit price reached $54,716/kg, up 23% from April 20, 2026, and up 280% Y/Y. https://t.co/cfoeRSJDjn

4. SSD SSD: export value of $2,224mn, +452% Y/Y, +14% M/M The SSD export unit price reached $21,075/kg, up 22% from April 20, 2026, and up 344% Y/Y. https://t.co/DkA3Po6k1M

2. DRAM, excluding modules DRAM, excluding modules: export value of $7,488mn, +431% Y/Y, +26% M/M The DRAM export unit price, excluding modules, reached $82,820/kg, up 13% from April 20, 2026, and up 497% Y/Y. https://t.co/Qw9FuI6xdq

Thread: Korea’s Memory Exports, May 1–20 1. DRAM DRAM, including modules: export value of $11,527mn, +498% Y/Y, +27% M/M The DRAM export unit price, including modules, reached $60,319/kg, up 5% from April 20, 2026, and up 432% Y/Y. https://t.co/s0yQIgFF6o

Wash out https://t.co/RHm4qgJ6CY

136% in the last 12 months - to whoever thinks value stocks don't have much upside potential, think again. https://t.co/LgumkkeFMs https://t.co/ae3IE4x3xf

KIS comment on NVIDIA Vera CPU: On today’s conference call, NVIDIA stated that it expects the standalone Vera CPU market to reach $20 billion in FY2027. The unit price of Grace CPU is estimated at around $3,000–$5,000. Since Vera is the successor to Grace and is optimized for

Can't believe I sold this stock at $30. Ugh.