Memely Thematic Ranking | Week 43 of 2026 Stock First call KOL Top Contributor Performance 1. $PSRHF @Minnvestor @Share_Talk +17.39% 2. $RBRK @LogicalThesis @davey_juice +17.02% 3. $FSLY @METhompson72 @METhompson72 +15.63% 4. $LEXX @wa7ermelon @BarnyardBull72 +14.72% 5. $FLY @thesheetztweetz @thesheetztweetz +12.02% 6. $UMAC @thehustlebrosyt @fundmyfund +10.16% 7. $VELO @kingtutcap @kingtutcap +8.81% 8. $CERT @TacticzH @TacticzH +7.46% 9. $AVAV @TheValueist @TheValueist +6.73% 10. $MRCY @mikeaxolotl @BULLOFBRITAIN +6.70% Send your stock picks to @memely to get tracked.

$STX is showing what actual cash returns look like not just a buyback authorization on paper. Seagate reported $4.233B in quarterly revenue, 57.3% GAAP gross margin and $7.68 in non GAAP diluted EPS. Operating cash reached $1.69B. After $211M in equipment investment, free cash flow came to $1.479B. And Seagate actually returned capital: • $168M in dividends paid • $400M in share repurchases • $1.262B in debt redemption and repurchase payments Independent supply chain research account Nodus42 emphasizes pricing and product mix alongside modest sequential capacity growth. That's important because stronger shipments alone don't tell us how much profit Seagate retains. Management now guides for $4.7–4.9B in next quarter revenue and $9.00–9.40 in non GAAP EPS. The new $0.76 quarterly dividend is a declaration, though not cash already paid. With $SKHY announcing major buybacks and $MU preparing a future repurchase program, Seagate offers a useful comparison: actual distributions, debt reduction and cash generation. Can $STX keep converting strong earnings into cash while maintaining its investment and shareholder return plans?

$MU has authorized $35.16B in share repurchases. But don't mistake authorization for an immediate buying program. Micron's filing says repurchases under the program are scheduled to begin December 9, subject to its CHIPS Act funding agreements. The company isn't obligated to buy back the full amount. The cash generation is already substantial: • $43.97B in quarterly operating cash • $10.77B in net capital investment • $33.20B in adjusted free cash flow But the investment bill isn't finished. Micron estimates around $11.5B in net capex for fiscal Q1 and $25B for the first half, with more spending expected in the second half. Investor Ploutos highlights the balance investors need to watch: longer customer contracts can improve visibility, but margins remain cyclical and capex is rising. The important question isn't how large the authorization looks. It's how much cash remains after investment and whether actual repurchases create value for continuing shareholders. Can $MU maintain its cash generation while funding expansion and buying back shares? $SKHY $STX

$SKHY just posted extraordinary profits. But the real question is how much of that cash actually reaches shareholders. Q3 preliminary results: • Revenue: ₩104.62T • Operating profit: ₩83.33T • Expected memory undersupply through 2030 Management also announced a ₩20T share buyback, but here's the detail investors shouldn't miss: only ₩10T is earmarked for cancellation. The other ₩10T is intended for employee compensation. That distinction matters. Buying shares for employee awards isn't the same as permanently reducing the share count. Semiconductor researcher Serenity sees customer commitments and cash returns as reasons for optimism. Fair point, but contracted capacity doesn't guarantee fixed pricing or permanently high margins. The dividend also includes a special distribution tied to Kioxia investment gains. Don't assume the entire payout will repeat every year. The real test is whether operating growth, completed cancellations and compensation related share issuance translate into lasting earnings growth per share. Is $SKHY delivering sustainable shareholder returns or are investors getting carried away by headline payout numbers? $MU $STX

$QCOM could hit $5B in data center revenue by FY2027 and still leave its biggest AI question unanswered. Here's why. Its AI200 and AI250 both have 768GB of memory per card. The difference is bandwidth: AI250 targets 133TB/s, or 18x AI200, through its High Bandwidth Compute architecture. That matters for AI agents, where moving data faster could help models respond within tighter latency and power limits. Qualcomm also targets lower total cost at the same tokens per second per user. But the advertised 4–8x performance per watt advantage is based on memory bandwidth per watt, not independently measured agent tasks per dollar. There's another important distinction: the $5B data center target covers a portfolio of products, including custom silicon. It isn't an HBC revenue target. Two custom silicon customers are each expected to contribute over $1B in FY2027. On FinX, Vulcan Stock Research argues $QCOM isn't valued like a pure AI winner, while Mojo questions whether its server goto market can match its engineering. Both views point to the same missing piece.. can the technology translate into profitable growth per share? At roughly $182, the stock trades around 10.1x its FY2029 non-GAAP EPS floor of $18 and 12.6x its GAAP floor of $14.50. Those are ratios against future targets, not current forward P/Es. Stock based compensation also matters... Qualcomm reported $2.579B in nine month stock compensation expense. November 4 earnings should help show which products are driving the ramp and what margins come with them. Can $QCOM turn its data center ambitions into a real AI agent advantage, or is the market getting ahead of the evidence?

Who's ass are we admiring today?

SpaceX’s data center rental business is booming! 😂

A LOT HAPPENED IN THE STOCK MARKET TODAY. HERE ARE THE BIGGEST STORIES YOU NEED TO KNOW 🧵 1. SpaceX $SPCX is lining up $40B in GPU financing. SpaceX signed a binding commitment letter with an Apollo managed entity to finance GPU pods and data center equipment through leases lasting 5 – 5.25 years. GPU deliveries and lease payments are expected to begin in H1 2027. AI infrastructure is getting VERY expensive. 2. Anthropic is reportedly preparing for an IPO. The AI company reportedly filed its S-1 to list on the Nasdaq under $ANT. H1 2026 revenue reportedly reached $16.3B, up from $1.16B a year earlier. But here's the catch: Anthropic's AI infrastructure commitments run into the hundreds of billions, with agreements involving Google, Amazon, Microsoft, Broadcom and SpaceXAI. AI growth is massive, but so is the cost of competing at the frontier. 3. Barclays upgraded Tesla $TSLA to Overweight. The bank raised its price target from $370 to $450. Its bullish case goes beyond speculation about a potential Tesla SpaceX combination. Improving vehicle demand, energy growth, Robotaxi expansion and FSD adoption are all part of the thesis. Tesla's autonomous driving business remains a major part of the long term story. 4. Microsoft $MSFT is offering voluntary buyouts to around 60,000 employees. The reported program covers selected teams across the US, Canada, UK and India. Eligible employees have until early December to decide whether to participate, with departures expected by year end. One of the world's biggest tech companies is restructuring while the industry continues to pour billions into AI. 5. Samsung and SK Hynix are preparing for NVIDIA's next AI systems. The memory makers are reportedly targeting Q2 2027 for mass production and shipments of 8 layer HBM4 memory for $NVDA. The memory is expected to support NVIDIA's next generation Rubin Ultra systems. The AI race isn't just about GPUs anymore. High bandwidth memory is becoming increasingly important. 6. These were the 10 most active options tickers today: $TSLA — 3.4M contracts $NVDA — 3.1M $AAPL — 1.6M $MU — 1.3M $SPCX — 1.3M $META — 979K $AMZN — 884K $NFLX — 624K $INTC — 598K $AMD — 550K Tesla and NVIDIA led the pack, while SpaceX's reported ticker also made the list. 7. Meta $META could raise up to $95B through equity financing programs. The company announced plans for approximately $35B in new equity offerings and is considering a separate $60B offering program for Q1 2027. Even more interesting, $NVDA, $AMD and $AVGO have expressed nonbinding interest in purchasing up to $5B of Meta shares combined. AI infrastructure requires enormous capital, and some of the biggest chipmakers could become investors in one of their largest customers. 8. DoorDash $DASH is reportedly in advanced talks to acquire Instacart $CART. According to reports, a deal could come as early as this week, although negotiations remain ongoing. A combination would bring Instacart's grocery delivery network and partnerships together with DoorDash's established delivery infrastructure. If completed, this could reshape competition in online grocery delivery. 9. Investors are aggressively buying leveraged ETFs despite the selloff. The 10 largest US leveraged equity ETFs attracted approximately $12B in net inflows over the past month, even as their combined market capitalization fell by $20B. $SOXL alone attracted a record $9B over two weeks, while $TQQQ pulled in $1.3B. That's a lot of dip buying while volatility remains elevated. But remember: leveraged ETFs can magnify losses just as quickly as gains. 10. Morgan Stanley sees a potential market rebound ahead. Strategist Michael Wilson sees possible near term downside for the S&P 500 to 7,100 – 7,200, but maintains a year end target of 8,000. The potential catalysts include easing financial conditions, clarity around AI financing and the midterm elections. His biggest immediate concern? Liquidity. The correction could create buying opportunities, but the path higher may not be smooth. 11. UBS is pushing back against CoreWeave $CRWV debt concerns. UBS believes CoreWeave has several financing options, including private credit, vendor financing and additional equity investments. The bank said it did not come away from its discussions with the view that capital would be scarce in 2027. Cantor Fitzgerald also reiterated its Overweight rating and $176 price target. The key question is whether CoreWeave can finance its expansion without putting too much pressure on its balance sheet. 12. The US and Canada are discussing potential tariff relief. The negotiations reportedly cover steel and automobile tariffs, including duties of up to 50% on Canadian steel and 25% on automobiles. A deal could reportedly come before the November 3 midterm elections, although no agreement has been finalized. Any breakthrough could matter for automakers, steel producers and investors watching North American trade policy. THE BIGGER PICTURE: AI infrastructure spending is accelerating. Tech companies are looking for enormous amounts of capital. NVIDIA's ecosystem continues to expand beyond GPUs. Investors are still buying the dip despite market risks. Wall Street is debating whether this correction is an opportunity or a warning. WALL STREET IS THE GREATEST SHOW ON EARTH.!

$WDC is growing fast, but how much of that growth comes from more drives versus better pricing? Revenue jumped 55% YoY to $4.381B, while shipped capacity rose from 204 to 248 exabytes, roughly 22%. That implies blended revenue per exabyte increased around 28%, though product mix matters and this isn't proof of a like for like price increase. The cash numbers are strong too: 57.8% GAAP gross margin, $1.604B in operating cash and $1.377B in free cash flow. Management expects $5.0 – 5.2B in next quarter revenue with 60 – 61% non GAAP gross margin. Research account 株浪漫 highlights the distinction between storage capacity and drive counts. That's the right question to ask as AI data demand grows, but the bigger test is whether $WDC can retain its pricing and margins as supply catches up. $STX reports October 27, followed by $SNDK on October 29. Strong storage demand is one thing. Sustaining today's profit per unit is another. Can $WDC keep these margins if pricing starts to cool?

$STX's HAMR technology could pack more data into each drive. But better technology doesn't automatically mean better shareholder returns. Seagate's latest reported quarter delivered $3.629B in revenue, 52.3% GAAP gross margin and roughly $1.1B in free cash flow. Its previous guidance called for $4.0 – 4.2B in revenue and $7.10 – 7.50 in non GAAP EPS. Independent researcher 456X connects HAMR adoption and customer commitments to stronger earnings expectations. The key question is whether higher storage density translates into more paid, profitable shipments. Lower cost per bit can benefit customers, too. Manufacturing yields, product mix, customer pricing and investment will determine how much of the benefit Seagate actually keeps. With $WDC reporting strong storage growth, $STX's October 27 results are the next important test. But $WDC's results don't confirm Seagate's performance in advance. Can $STX turn its technology lead into lasting profit growth, or will customers capture much of the benefit? $WDC $SNDK

$SNDK's revenue jumped 51% sequentially,.. but here's the detail investors shouldn't ignore.. 👇 management attributed roughly two thirds of that growth to pricing and one third to volume. That makes pricing durability a major part of the thesis. July ended quarterly revenue reached $8.965B, including $2.977B from datacenter. Sandisk also said eight customers had New Business Model agreements covering around half of FY2027 bits and two thirds of FY2028 bits. Those agreements can improve visibility through committed volumes, minimum financial guarantees and structured pricing. But bit coverage isn't revenue coverage, and contracts don't eliminate the risk of weaker pricing later. Free cash flow was $7.083B, while adjusted free cash flow was $5.035B after accounting for Flash Ventures activity and NBM prepayments and deposits. Investor Marcel Larsen raises an important counterpoint.. supply chain demand can improve even while memory stock valuations compress. The question is how much current pricing is sustainable. With results due October 29, can $SNDK maintain its earnings power when pricing eventually normalizes?

Trump the terrorists (SI VIDEO)

Stock First call KOL Top Contributor Performance 1. $IQEPF @aleabitoreddit @valeagentt +650.00% 2. $SLOIF @MoodyWriter13 @aleabitoreddit +406.72% 3. $IBRX @alc2022 @SJCapitalInvest +315.15% 4. $AXTI @YieldCurveBalI @aleabitoreddit +218.53% 5. $EQRLF @METhompson72 @METhompson72 +200.00% 6. $BAND @Gubloinvestor @JSpitTrades +185.95% 7. $GDRZF @LionelHutz_Esq @aleabitoreddit +179.29% 8. $AEHR @SunvMikey @SunvMikey +173.95% 9. $MX @TheValueist @Longviewres +173.06% 10. $IRDM @BlackScholesMan @pennycheck +155.47% Send your stock picks to @memely to get tracked.

$META is proving AI can improve its ad business. But can it turn that growth into better returns for shareholders? Revenue grew 26%, with ad impressions up 10% and average ad prices up 14%. Strong monetization, but it doesn't mean every AI investment is paying off. Even excluding the $9.89B legal charge, operating margin would be around 35.4%, below the 40.1% recorded a year earlier. And the cash picture deserves attention: $META generated $32.79B in operating cash but spent $33.94B on equipment, plus $964M in finance lease principal. Investor Abhinav Uppal raises the important counterpoint: advertising is performing, yet costs are still squeezing margins. The new non voting Class C shares could give Meta more financing flexibility, but a stock dividend isn't new cash. Any future issuance needs to be judged on its price and the earnings it creates per share. Can $META make its AI expansion pay without sacrificing shareholder returns?

$GOOGL has something $META may be exploring: proof that outside financing can bring in real capital. Alphabet raised $49.6B in net proceeds through common and mandatory convertible preferred shares in Q2. Its separate $40B at the market authorization had generated no sales by June 30. Meanwhile, Search revenue grew 17%, and Google Cloud generated $24.77B in revenue with $8.81B in operating income. But quarterly operating cash of $39.07B fell short of $44.92B in equipment purchases. Over the trailing 12 months, free cash flow was still positive at $53.27B. The time period matters. Raiffeisen Switzerland CIO Matthias Geissbühler links Alphabet's negative quarterly FCF with $META's latest numbers and expects capex to peak. That's a forecast, not a confirmed turning point. One more valuation trap: $GOOGL reported a $6.26 per share benefit from equity security gains in Q2. Can Search and Cloud growth keep funding AI expansion as capital spending rises?

$AMZN is making serious money from AWS. But the bigger question is how much cash remains after funding the AI buildout. AWS generated $42.2B in sales and $16.6B in operating income last quarter. Strong operating performance. But Amazon's trailing 12-month operating cash was $161.4B while free cash flow came in at -$7.6B, largely reflecting heavy equipment investment tied to AI. @InvestableFuture highlights the investment burden across $AMZN and $META. The key is comparing cash flow using the same period and definition. Amazon also reported $53.4B in non operating pre tax other income, primarily from its Anthropic investments. That's not recurring AWS revenue. The October 29 results should tell us more about whether operating growth can translate into stronger cash flow after investment. Is Amazon's AI spending building future earnings power, or is the cash burden becoming too heavy?

$NVDA's AI business is highly profitable. But are investors paying enough attention to when that revenue turns into cash? NVIDIA's latest reported quarter delivered: - $96.2B in revenue - $89.0B from Data Center - 75% gross margin - $108B in next quarter revenue guidance, plus or minus 2% Those numbers show how much profit NVIDIA captures from AI demand. But its filing also reported $63.06B in net receivables, with five direct customers accounting for 70% of that balance. That doesn't prove defaults or fake demand. It does mean collections deserve attention alongside revenue growth. Rittenhouse Research raises another useful question: how much NVIDIA revenue can realistically come from the enormous data center capacity ambitions being discussed? Gigawatt targets don't automatically translate into same year GPU sales. Deployment schedules, chip configurations and customer budgets matter. And while $SPCX expands AI infrastructure and $SMCI builds the servers, $NVDA's own challenge is sustaining margins while customers fund increasingly expensive deployments. Is $NVDA's current profitability enough to justify the AI expectations, or will cash conversion become the next major test?