Ticker brief
2408.TW
last close
·
1 day
·
14 days
·
mkt cap
·
signals 14d
15
authors 14d
9
crowd 14d
+0.5σ
No price history on file for this name (likely non-equity or unlisted) — the “since then” column below stays blank.
Sentiment — last 14 days
daily mean sentiment, 2026-10-06 → 2026-10-14 · now +0.65 (−1 bearish … +1 bullish)
Who spoke9
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @Minnvestor | A | -0.17 | 3 | +0.65 |
| @paurooteri | B | -0.22 | 3 | +0.45 |
| @SKundojjala | A | +1.80 | 2 | +0.38 |
| @QQ_Timmy | B | -0.89 | 2 | +0.40 |
| @fulllleverage | C | -2.47 | 1 | +0.55 |
| @Jaymin_Alpha | B | -0.35 | 1 | +0.60 |
| @4ki4 | C | +1.04 | 1 | +0.30 |
| @jukan05 | B | +1.34 | 1 | +0.25 |
| @Leoskie_L | A | -1.21 | 1 | +0.65 |
Recent signals15of 15 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-14 | @Leoskie_L | +0.65 | Argues conventional DRAM makers may benefit more directly than HBM from memory scarcity and pricing. | · | tweet ↗ |
| 2026-10-13 | @jukan05 | +0.25 | Nanya expects a structural DRAM shortage through 2027 and early 2028 with little near-term shipment growth. | · | tweet ↗ |
| 2026-10-13 | @Minnvestor | +0.70 | Reports Nanya's record quarter, 612% sales growth, 85.7% margin and fifty-fold EPS increase. | · | tweet ↗ |
| 2026-10-12 | @QQ_Timmy | +0.40 | Reports a U.S. broker raising Nanya's target and reiterating a positive view on Delta Electronics. | · | tweet ↗ |
| 2026-10-12 | @paurooteri | +0.70 | Nanya's CEO expects continued DRAM price and margin gains amid persistent AI-driven shortages. | · | tweet ↗ |
| 2026-10-12 | @paurooteri | +0.30 | Nanya plans an additional 30,000 DRAM wafers per month by end-2028, implying slow supply expansion. | · | tweet ↗ |
| 2026-10-12 | @paurooteri | +0.35 | Says Nanya covers 50%-70% of production through LTAs, extending even to legacy DRAM. | · | tweet ↗ |
| 2026-10-12 | @QQ_Timmy | +0.40 | Nanya details long-term contracts, tight supply and a gradual fab ramp extending through 2030. | · | tweet ↗ |
| 2026-10-12 | @SKundojjala | +0.20 | Details Nanya's revenue mix, AI-infrastructure target, production outlook, and planned fabrication capex. | · | tweet ↗ |
| 2026-10-12 | @SKundojjala | +0.55 | Reports Nanya Q3 revenue, margin, pricing, contracts, and shipment growth figures. | · | tweet ↗ |
| 2026-10-11 | @4ki4 | +0.30 | Ranks DRAM market shares and notes Nanya's AI-driven gross margin surpassed TSMC's. | · | tweet ↗ |
| 2026-10-08 | @Minnvestor | +0.70 | Lists September YoY sales growth for six Taiwanese companies and record export growth. | · | tweet ↗ |
| 2026-10-08 | @Jaymin_Alpha | +0.60 | Nanya Technology's Q3 revenue exceeded its first-half total amid record monthly sales and higher product pricing. | · | tweet ↗ |
| 2026-10-06 | @Minnvestor | +0.55 | Nanya's earnings recovery, DRAM pricing and AI-memory expansion support a constructive company thesis. | · | tweet ↗ |
| 2026-10-06 | @fulllleverage | +0.55 | Reports Nanya notifying customers of DRAM contract-price increases of up to 20%. | · | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.