Midwest Boutique Says DRAM Price Forecasts Stabilizing
Did Midwest Boutique send a cautionary commentary out on $MU ? "Our work suggests conventional DRAM price forecasts are stabilizing somewhat after continued meaningful upside"
NextNav's PNT Service Offers 100k× GPS Power
Get your hands on the NextNav $NN Oppenheimer piece if you can "NN's Spectrum and GPS Backup (PNT) are Critical for Drones/Physical AI" It goes above the upgrade Cherry Pick "We see several strategic acquirers across wireless/satellite, with T the most logical fit,...
AXTI Calls
Big calls went off on $AXTI 15k August $115 calls hot on $AXTI Mizuho Optical Expert call on now $LITE $AAOI $AXTI
Amazon to Power Apple Devices via Satellite Networks
re Truist note Amazon$AMZN to power satellite services for Apple devices. As part of the agreement, Amazon struck a partnership with Apple (APPL, NR), which currently holds a ~20% stake in Globalstar $GSAT, to continue to power satellite...
Nomura Upgrades SoftBank to Buy on Rate Hikes
$SFTBY upgraded to buy at NOMURA - We raise our rating to Buy, regard growth investments and shareholder returns in next medium-term business plan as key. SoftBank Corp has just announced mobile rate hikes. It...
Aletheia Lifts LITE Target to $1,225, EPS to Quadruple
Aletheia Capital also bulled up comments on $LITE Price Target Raised to $1,225 from $500 Expect EPS to quadruple in 2026–2028
CTAs Set to Flip $34B Into S&P This Week
"CTAs are currently short $30b S&P 500. Our model suggests that at current market levels CTAs will buy $34b of S&P 500 over the next week (closing out shorts and flipping long)." After yesterday’s move higher in the S&P...
Needham’s M&A Note Erroneously Flags LLY‑VKTX Deal
1000% certain ,Needham made a mistake in their "The Biotech M&A Landscape" note -(or maybe Viking got bought and they are the only ones that know it lol) calling out a few M&A targets and inadvertently mentioning a $LLY $VKTX...
Redwire Lands Share of $1.8B Andromeda Contract
Redwire $RDW among the awardees of a new $1.8 Billion US Government contract for for the space Andromeda program from the Dept of War Air Force contract. Mentions several other co's $RDW most noteworthy https://t.co/cEThY0jpWC
KKR, Brookfield Near $250‑Share Deal for SBA Communications
on $SBAC+ KKR and Brookfield are in late stage talks to acquire SBA Communications (SBAC) for around $250 a share TMT FINANCE
South Africa’s ASP Offers US‑backed Gas Alternative to Russia, Qatar
ASP Isotopes to the rescue? $ASPI Strategically positioned in geopolitically neutral South Africa and bolstered by the backing of the U.S. International Development Finance Corporation (DFC), ASP’s Virginia Gas Project - integrated through the Renergen acquisition - stands as a...
Mizuho Hosts Optical Call on InP Demand, Constraints
FWIW, Mizuho has an Optical call on InP Demand $AXTI $LITE , InP constraints and many other optical topics on Thursday, April 9th @ 10am with a leading Japanese component supplier
AXTI Set for Q2 GaAs Wafer Price Surge
very positive for $AXTI - Tomorrows Digitimes China is reporting Gallium arsenide epitaxial wafers are poised for a Q2 price surge amid large demand. AXTI owns Tongmei Xtal Technology Co., Ltd in China https://t.co/lZIckgtRlu
Late‑day OTM $MRVL May $115 Calls Surge
Late day OTM call buyers in $MRVL May $115's ahead of the 5:15pm S&P 500 change replacing $HOLX
YMTC Poised to Overtake SK Hynix in NAND Shipments
For you Sandisk'ers $SNDK China's YMTC, having caught up to Korea, secures yield for cutting-edge NAND flash and begins full-scale production expansion. With the launch of a new line equipped with state-of-the-art equipment imminent and mass production of 300-layer high-stacking NAND stabilizing, and rumors...
