Trade Whisperer
@TradexWhisperer
Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214.
Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters 🎓 @UofIllinois
155 Following 145.1K Followers
Final 24 hours before TradingView’s new rules hit Nov 1.
New terms could change pricing or even pause indicator access. Nothing is announced yet.
Last day to lock Elite long-term protection plans at today's price 👇
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$MU BLUE candle is climbing. $968 overnight on the $SKHY earnings boost.
$972 = 50 SMA + 100 SMA + BB basis on the daily. Triple confluence. That's the key level before $1,000 👀
Live candles with Elite. Opening 5 spots this week:
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$QQQ Nearly-4%
Overdone.
$AMZN AWS +39% to $46B, fastest in years. Jassy sees 40%+ growth in 2027 and 2028.
$GOOGL Cloud +103% to $30.7B, a record. Backlog $561B, 55%+ converting in 24 months.
More Chips & More Chips $MU $SKHY $NVDA
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$MU BLUE candle is climbing. $968 overnight on the $SKHY earnings boost.
$972 = 50 SMA + 100 SMA + BB basis on the daily. Triple confluence. That's the key level before $1,000 👀
Live candles with Elite. Opening 5 spots this week:
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$RIVN @RJScaringe Here's my $113K contribution to Q4 revenue. You’re welcome 😂
I ordered an R1S Tri Motor, Max Battery, Slate Sky interior a couple days ago. Then bought the shares. Customer and shareholder.
Stock +6% after earnings. Good start.
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$MSFT My favorite hyperscaler.
Holding 8 EMA support. BLUE candle still alive.
Why further upside is still on the table:
Azure +48% vs 44 to 45% guide. Fifth straight beat. Accelerating.Better returns per capex dollar.
300+ charts daily. Try it free:
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$MSFT Base Building → Blue Candle → Launch
Azure at 43% growth plus $678 billion in commercial RPO means AI demand is real and contracted, not hype. King of Distribution.
300+ charts daily. Try it free:
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$MU $SKHY $DRAM Holy Shit
Samsung has LTAs with 10 major customers AND is negotiating with 10 more (Total 20), targeting 60 to 70% of capacity under contract.
$GOOGL Cloud +103% to $30.7B
TPU systems now a meaningful revenue driver
Cloud backlog reportedly $561B
UBS models 2027 TPU shipments more than doubling
All of it needs HBM.
$MU should be up double digits on this. Instead it’s red -5%.
Complete BS.
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$MU $980+ and coiling right under the 50 SMA, 100 SMA and BB basis. One tight zone, one decision point.
The sequence played out step by step:
Pulse Reset: get ready
BLUE candle: trigger
Blue Pulse Strength: momentum
3 Elite tier spots left this week:
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$MU $SKHY Don’t confuse memory supply with memory bandwidth.
More fabs and wafers don’t give you bandwidth. Keeping pace with parallel computing takes the most advanced nodes (increasingly EUV) plus deep IP in TSVs, stacking and packaging. That’s decades of R&D, not capacity.
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$SKHY just made $63B in operating profit. In ONE quarter.
At their current pace, it takes $TSLA 87 quarters and $AMD 32 quarters to make $63B.
Market cap:
$SKHY $785B
$AMD $914B
$TSLA $1.6T
SK Hynix is worth less than half of Tesla.
What the actual fuck.
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$MU $SKHY $NVDA
$GOOGL's TPU ramp is set to more than double in 2027, making Google one of the biggest HBM customers on the planet.
GF Securities forecasts TPU shipments of ~4.5M in 2026 → ~8.8M in 2027. External demand is the accelerant: Anthropic’s multi GW deal starting 2027, Meta’s multibillion chip agreement, and reported OpenAI talks.
This is Google’s first real merchant silicon push. TPU hardware sales to customer data centers began in 2026, with the bulk of that revenue landing in 2027. More options for buyers, more pressure on NVIDIA’s share and more pressure on HBM demand.
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$MU $SKHY This why headlines are absolute lies. If you want the truth, the honest truth about the memory market. Follow me.
Supposedly, China’s CXMT plans to start production of "HBM3E" with little as 20% of the chips being usable.
But CXMT’s “HBM3E” performs closer to SK Hynix’s prior generation HBM3 than to its current HBM3E. That puts them 3+ years behind, and the gap widens from here without the advanced equipment needed for HBM4E and HBM5 specs.
Now, here's the curveball. CXMT shifting wafers from conventional DRAM to HBM creates anoter avoid in the DRAM supply. S/D balance will tilt again.
20% yield means 8 of every 10 stacks get scrapped, and one bad die kills the whole stack. It’s an absolute DRAM eater.
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$MU $980+ and coiling right under the 50 SMA, 100 SMA and BB basis. One tight zone, one decision point.
The sequence played out step by step:
Pulse Reset: get ready
BLUE candle: trigger
Blue Pulse Strength: momentum
3 Elite tier spots left this week:
Show more
$MU BLUE candle is climbing. $968 overnight on the $SKHY earnings boost.
$972 = 50 SMA + 100 SMA + BB basis on the daily. Triple confluence. That's the key level before $1,000 👀
Live candles with Elite. Opening 5 spots this week:
Show more
$MU $SKHY 2030+
"Demand expected to outpace supply through 2030, with supply growth constrained by leading-edge process complexity and fab construction lead times"
$SKHY just made $63B in operating profit. In ONE quarter.
At their current pace, it takes $TSLA 87 quarters and $AMD 32 quarters to make $63B.
Market cap:
$SKHY $785B
$AMD $914B
$TSLA $1.6T
SK Hynix is worth less than half of Tesla.
What the actual fuck.
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$SKHY SK Hynix just did ₩104.6T ($79B) in ONE quarter. First time ever above ₩100T.
+32% QoQ. +328% YoY.
80% operating margin.
$SKHY $MU SK Hynix just committed ₩100T (~$75B) to shareholders. One of the largest returns on the planet.
HUGE conviction. So what do they know that you don’t?
Five year LTAs lock in spec and volume. Visibility memory has never had.
They know something. Follow the cash.
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$FTNT Blue-Green Candle Confirmed. But the first clue came earlier: Smart Pulse reset right as price found support on the 50 SMA
Fortinet reports Wednesday. Big watch. Cybersecurity meets Agentic AI. 🛡️
300+ charts daily. Try it free:
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