Called $MU bullish on Dec 6, 2025: $MU rose 95% in 3 months.
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@citrini
Cite asCryptoQuant has tracked the directional calls on SNDK by @jukan05 on X since Jun 2025: not yet scored on SNDK (as of Nov 12, 2026).
Other assets covered (30)
Relative view by default: fewer than 30 SNDK calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @jukan05 to submit corrections.
Called $MU bullish on Dec 6, 2025: $MU rose 95% in 3 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
Lutnick and NVIDIA are losing influence in Washington. "The Commerce Department is finalizing a long-awaited rule that will prevent Chinese AI firms from remotely accessing advanced AI chips through data centers in other countries, according to two people familiar with the process."
View original →Korean media report that LG Chem has begun developing materials for mass reflow molded underfill (MR-MUF), a key process in high-bandwidth memory (HBM) manufacturing. The company has reportedly made significant technical progress in developing non-conductive film (NCF), with promising results in recent evaluations, and is now expanding its work to include MR-MUF materials. Samsung Electronics currently sources most of its NCF from Japan’s Resonac, while SK hynix sources its MR-MUF materials from another Japanese supplier, Namics. According to the reports, if LG Chem’s development efforts succeed, HBM manufacturers such as Samsung Electronics and SK hynix could reduce their reliance on Japanese materials and diversify their supply chains. https://t.co/dPtUra69xs
View original →According to Korean media reports, Samsung Electro-Mechanics selected the equipment for its glass substrate production line last month and sent letters of intent (LOIs) to the suppliers. Deliveries are scheduled to begin in the second half of 2027, and the company has asked suppliers to install the equipment in Pyeongtaek, Gyeonggi Province. The “one-pass” line will be used primarily for pilot production. If the pilot run goes well, Samsung Electro-Mechanics is expected to place much larger equipment orders. The equipment suppliers include LPKF, Taesung, Cymechs, SD Optics, Innometry, Techvalley, and HB Technology. Samsung Electro-Mechanics aims to begin mass production of glass substrates in 2028. Broadcom is seen as the likely customer. https://t.co/HeWntQON5R
View original →Is Rene Haas in the running too? https://t.co/yf6jjDKBO9
View original →Interesting remarks Anthropic made in a meeting with the sell side: - Anthropic has the stability and the better talent that open source lacks. - The AI market is winner take all. As long as we execute properly, we will take all of it. - The contract with SpaceX will not be extended beyond the middle of next year. - Developing Opus 5.5 cost more than $10 billion.
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