MRAM
Everspin Technologies Inc
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Everspin Technologies - Mram
MRAM Stock Surges as Everspin Shareholder Meeting Keeps AI Memory Rally Alive
MRAM Stock Surges as Everspin Shareholder Meeting Keeps AI Memory Rally Alive
MRAM Stock Surges as Everspin Shareholder Meeting Keeps AI Memory Rally Alive
MRAM Stock Becomes Retail War Zone After Grandmaster-Obi Gamma Squeeze Call
MRAM vs. Kerrisdale: Why the Short Thesis Failed the AI Test
$MRAM Short Report - It misses 3 important points
Nobody is talking about what this $MRAM defense contract actually means for the company. Let me explain.
Up 250k in the last month from 17k initial… INTC AMD 90% of what I played.
Everspin (MRAM) - The Humanoid Robot Bull Case
Everspin Technologies $MRAM Q4 earnings
Everspin Technologies (MRAM) Q4 2025 Earnings Summary & Earnings Call
BARCHART OPINION Everspin Technologies Inc (MRAM)
MRAM - Everspin Technologies Stock Barchart Opinion - Barchart.com
Another day. Another pop for MRAM. I tried to alert the community last year. I tried to alert the community last week. Will today be my final alert? You will regret not owning this company. They make the chips for Lucid and Magnetoresistive RAM chips will be the focus for years to come. Join me
Please recall I warned everyone about MRAM long ago :) they make the chips that go into Lucid cars. When is my congressional hearing?
Mentions
Oh wow. Sorry, I hadn't consider that it was that much ITM. Yeah, that could happen then, early assignment. And it did of course, to you. So now you own MRAM with a Cost Basis of 30 minus the premium you got, but it's worth only 17.50. You probably know what to do from here, but your options are to immediately sell it and take the loss, or if you think it'll come back, sell Calls against it at your Cost Basis to help cover the loss while you wait. What's your CB? Certainly above 25, and those Calls 38 days out are at 24-delta and only worth 0.81. It would likely take 11 or 12 of those to get you back to even, but that's about a year and 2 months. What I do in those situations is to sell Calls at about 30-delta. Which is where I (and many others) sell Covered Calls anyway. The 22.5 strike is at 33-delta and worth 1.22, 50% more than the 25Cs. That gets you down to about a 9-10 month payback period. Which is still a long time, so personally I'd consider going to the next strike down, the 20C at 46-delta, and sell those for 2.02. That would make up your presumed loss of \~$12 per share down to just 6 months. Of course I'd fully expect to have to roll that out and up, but I'd rather be in that position (capping gains for a time) than selling at 20 to 30-delta with such a high CB. Just some things to think about. Take care, Mike
Yes I sold a put. Recently MRAM expiry 15 days left but option was ITM so MM assign stocks. Before expiration. MRAM I sold $30 put. Stock was $17 range.
MRAM is a small cap overlooked memory stock that is just now getting noticed. You see what happened to SNDK. It will go to the moon!
The coming china FUD dip will be a generational opportunity to scoop up MRAM at truly once in a lifetime discount before floating off to valhalla on clouds made of ecstasy.
Sorry it’s MRAM. I will use that screener for sure. July 24 26 570 strike current delta 27.559 premium showing $24.50. (28 days expiry )
MRAM but its early, robotics wave coming
MRAM seems free, no? 500 million market cap is literally nothing, any big company could buy them out.
MRAM could catch a bid if demand really is this insatiable.
I hope you guys realize that many tech stocks are firmly in bear territory. For example, AXTI and MRAM are down more than 50% from ATH. And I don't think they've hit rock-bottom yet.
HBF will be the next big memory innovation, not MRAM.
MRAM is similar to DRAM except instead of a capacitor array, you have an array of magnetic cells. Magnetic cells can be high or low resistance which corresponds to 1s and 0s. 1s and 0s can be "written* via a phenomena known as spin transfer torque. Benefits of MRAM is that the 1s and 0s are voltage sensing not capacitor discharging. This increases speed since capacitance introduces RC delay. In addition, magnetization is non volatile so not only does the data remain in the event of power loss it doesn't need constant refreshing. The main drawback is that MRAM uses a lot of metals like cobalt, tantalum rhuthenium, platinum etc which are non volatile, thus cannot be easily etched or deposited. Existing wafer fabrication tools primarily handle silicon, carbon, germanium based compounds. In addition metal contamination is a serious concern. Manufacturing MRAM would require a near overhaul of existing fabs which is a very big financial risk to take on devices that are still "experimental" at best. This is why MRAM can only be fabricated on older Gen non critical process nodes, like 45nm or something. Unfortunately without access to newer Gen fabs, MRAM will not be competitive to DRAM which is already being created on the latest Gen fabs. Despite having said all that, TSMC, and Samsung have also been active in trying to produce MRAM as well. I do believe MRAM does hold technological advantages that is yet to be seen in the future. I can't say anything about the stock price of Everspin though. I bought it at 15 a little bit after their IPO many years ago and have held onto it ever since.
You're welcome, glad it helped. I'd certainly rather you stick with MRAM over any leveraged product, but I'd rather see you doing an ETF. But that's up to you. Good luck with it!
Got it. Nicely explained. I m in Canada. Do have USD but in registered account in that account naked put not allowed. Right now I am doing CSP stock I want to own. That’s y I did on MRAM. Main reason to create income and assist than do CC. Thanks again 🙏
MRAM baggies, is it a good buy now?
There is a support floor around $25, ideally we want to see it retest this level and hold to confirm it’s intact. I stupidly bought in yesterday at $26.96 but I have a feeling we may see some turbulence until more news. The Russell 2000 isn’t enough to boost this up. We did get a Gov contract worth $40m though, this could be good news for MRAM. Time will tell 🫣
Ate a 2K loss on MRAM. Bought at the top and was red from there on out. Fk it. Might as well add to my tax loss harvesting. Got to admit when a mistake is made and fix that mistake early before more losses pile up.
Did someone say robotics...MRAM all the way
MRAM, partnered with IBM, AVGO, AMD, DELL, GFS, STX, MCHP etc.
I bought MRAM and RGTI two weird stocks at the high prices . Now I’m 60% down . Should I sell or keep it for years lol
Not really at the moment. My one stock I believed in and bought a few months ago at around $10 MRAM, because I think it has pretty good future tech, already took off and kind of short squeezed a few weeks ago and was everywhere for a bit Maybe GSIT, I have some of that and it hasn't gone parabolic yet. Sram, shifting to Edge AI
Long NOK，INFQ，LUNR， QQQ calls， AVGO； Short， MRAM， SPCE. Good luck to all.
Long NOK， INFQ， AVGO， LUNR， QQQ； Shorted MRAM，SPCE Good luck to all
What are the MRAM calls? Am considering adding myself.
Just got calls on MRAM and TDC. Maybe FN too.
Short MRAM or buy puts gl
Such an idiot for selling my MRAM calls on Friday
I hope he would also pump my MRAM bags
In the core STT stack, it's unlikely that TSMC or other big memory makers will find economic viable ways to circumvent Everspin's patents. They being working on R&D and manufacturing methodologies for decades so it's fairly well protected. Of course, they don't have any of the ip for I/o, packaging, and other that will allow it to integrate into the current GPU paradigm so it'll likely be cross licensing if there's enough interest in this. The bigger issue is that there'll likely be need to shift in the current data usage design and etc to utilize MRAM advantages and that won't happen until the cost becomes a real differentiator. That won't happen for a while longer, and I don't know how long until that becomes a real issue.
Yes, I did some research and came to the conlcusion to short $MRAM. Mram ist vintage technology, used in casino machines and the like. There is really no scenario where $MRAM will see significant growth.
Tesla’s valuation has been overpriced for a decade now. No body made a connection with AI. Airbus already uses MRAM in its pilot computers, satellites, and spacecraft and more.. If you don't get it do some research.
MRAM breakout going parabolic holy shit
MRAM joining in on the fun too, priming for a big rebound on the daily
I don't get this $MRAM play. There are a lot of leggit AI plays out there, but $MRAM really has no connection to AI. None. And MRAM-chips for SpaceX-starships? Come on. Seriously. I do not get it. Everyone in there knows it is a pump & dump? Right?
Are MRAM and POET cooked? Or worth getting at these levels regard to regard lmk if that’s regarded
Looks like MRAM was dead money damn
I bought $100 of MRAM just because fuck it
Everyone having fun with SPCE and CRSR and I’m stuck with the shit stonk MRAM that I thought it was going to gamma squeeze last week. I don’t even have a good avg on it Fuck
I just focused on the battery tech being way better than lithium, so it will take time to ramp production, but i think there will be massive partnerships for the smaller companies. Its like companies like wbt.asx in the ram world or MRAM... they have the tech but not necessarily a scaled production line. I can see the solid state companies making licensing agreements with other big tech companies, and also scaling their own production slowly. Scale will matter for sure.. Grid scale battery systems help to transition from fossil fuels to renewables. Solar can be stored overnite with batteries. This is why FLNC is also catching a bid... they have a multi billion production backlog.
MRAM. Most of my shares are up but have more than I’d like at $37. I bought more at $28 and again at $30. Willing to ride it out.
!Banbet $MRAM $40 June 18
MRAM 65c finally parabolic breakout from flag
MRAM parabolic play
MRAM. Will need low power consuming stable memory for Robotics and Space applications.
Come on MRAM. Pump you little fookin Weasley you
Guess what they gonna need up there, a bunch of MRAM!
For all those hyped about memory and space look into MRAM. Can easily double
Any chance of 45/65 bull spread on MRAM making any money by 6/5
Anyone buying the dip on $MRAM ?
Guys, any thoughts on MRAM? What’s the potential by end of this year?
GRPN my cock while I MRAM some Sandick in my ass.
What are these stocks doing? Someone with pro access please answer DRAM MRAM MU
They are a 210M MC, with FY2026 guidance for 130M, signing physical AI infrastructure contracts with Nokia and others along the way with a focus on clients in Pacific Asia, with plans to slowly expand to North America. Their playbook is undervalued, plain and simple. This has been attacked by short sellers for fraud allegations, but then you look at the attacks that they have previously placed on other companies and their stocks have soared. They are one among others who have first-mover advantage with making AI relevant at the physical edge rather than confined to massive datacenters. AI Inference Market in 2030: I believe that IF they can capture at least 2% of the MASSIVE (not trying to strike an undertone) $300B-$1T + opportunity here. That would put them at $45-100/SH. and that’s after adding 250-400 million shares. Comparable numbers to show you how massively undervalued BZAI is: Everspin MRAM trading at $33.33, 790 MC FY2026 revenue ~$70.6M Ambarella AMBA trading at $86.86, 3.84 MC FY2026 revenue -$200-300M (market rewards Edge AI companies with revenues as winners) - - essentially Year 2 for BZAI, if this year you consider year 1 - -
You're absolutely right to be skeptical of that kind of move. An 80% jump in a week without a specific, material catalyst (FDA approval, major contract win, earnings beat) is almost always either a pump-and-dump or a short squeeze. MRAM (Everspin or a similar name?) is a real technology but the commercial adoption timeline has been pushed out repeatedly. The key test: is there actual revenue growth to support the move? If not, this is a trading vehicle, not an investment.
Full port MRAM on a dip or no
Of course I only bought 2 MRAM calls…
I hope the MRAM short sellers get there anuus gapped
I hope the MRAM short sellers get blown out of the water
Told ya to buy MRAM I have no idea what im doing btw
Bull flag short squeeze on MRAM
GFS and MRAM are partners in manufacturing; GFS also uses MRAM IP in its eMRAMs
MRAM waterfall dump at open or pump?
MRAM got the extra strength HIMS in the mail today without consulting a doctor.
MRAM to the moon 🚀🚀🚀
Apparantly some obscure hedge fund is big shorting MRAM so maybe someone squeezing them?
No idea what MRAM does but trust me buy it
What the hell just happened to MRAM?
MRAM seems like a deal at this price eh? A lot of short interest now too
Everyone shorting tf out of MRAM gg it’s been real they not letting price come back up
Is MRAM as legit as POET?
MRAM is destroying me
MRAM why u playing games
ppl short MRAM now
MRAM isn't new. In fact, TSMC has been making it for a while now, since at least Q4 2020. And no, it isn't licensed from Everspin. Everspin has no moat. NONE. There's nothing special about Everspin's STT-MRAM. Literally nothing. https://preview.redd.it/syw9452zaa2h1.png?width=800&format=png&auto=webp&s=ff74b9643c34b7bc0ee0d02ede06c2db6e87409e This was TSMC's 22UL process. The beauty of these memory devices (including RRAM) is that you can put them up in the metal layers, it doesn't require a separate poly array in the middle of (for instance) HKMG or HKMG finfet like CT flash or superflash or whatever does at the substrate.
ya its dated but the below part still seems relevant... >To date, Everspin is the only company to have successfully commercialized MRAM. Many other companies have had R&D efforts (some still do) but never commercialized a product: IBM, Infineon, Toshiba, Samsung, Micron, Sony, Hitachi, NVE, Intel, Cypress, NEC, Crocus, Spintec, Spin Transfer Technologies, Fujitsu, and Grandis, to name a few. It is the opinion of the author that these companies are waiting for second-generation MRAM based on spin-torque (ST) technology to mature further before working on their own products, as ST promises much higher densities and performance (and therefore has greater market potential). Most of the R&D money spent by these companies is on ST. Also, as discussed further below, the MRAM market to date has only supported less than 10 million total units sold, which is too small to attract the likes of IBM, Toshiba, Samsung, or Micron. Everspin started out as Motorola in the 1990s, which developed their patented 10-layer MTJ bit element structure and toggle program method. First-generation MRAM devices in production today are known as toggle MRAMs, after this program method. (ST-MRAMs, as discussed in more detail below, have a much simpler program method.) In 2004, Motorola spun off Freescale, who produced the first 4 Mb MRAM in 2006. Then, in 2008, Freescale spun off Everspin. **Everspin essentially owns almost 100% of the MRAM market**, and has sold over 8 million units since 2008 (Figure 3.1-1). In 2012, Everspin surpassed 300 customers and 250 design wins \[10\]. These sales represent units shipped of their toggle MRAM, the traditional MRAM. Everspin has also marketed on their Web site for years the ST-MRAM, which finally became a reality in November 2012 \[11\]. Thanks to their low power consumption, wide operating temperature range (−40°C to 125°C for automotive-grade), and unlimited endurance and retention, Everspin toggle MRAMs have made their way into markets such as data systems (Dell, LSI, Siemens, Emerson), automotive (BMW), and avionics (Airbus)
Cache is SRAM, always has been. It needs single cycle access and MRAM latency is far too high. Your original post said Everspin owns the foundational IP for the orbital AI buildout and the market has not priced in the re rate. Now you're saying MRAM doesn't have a big market and can't scale like NAND or HBM. Uhm which is it? If eMRAM is just a small on-die feature and not real system memory, then by your own logic Everspin's discrete STT-MRAM, in exactly the same order, holding code, configuration, and small non vol state, is also not real system memory. Therefore having zero moat as they will not scale with the buildout.
I mean, the Chinese government is backing $8 billion, and Google, SpaceX, and small unicorns such as Aetherflux are all investing multi-billions into this. Space is a growing economy, sure these data centres are maybe 5-10 years away from actually being in orbit but the growth case for MRAM is there.
Literally, Airbus uses MRAM.. Embedded MRAM (eMRAM) is a tiny feature baked inside a processor cache, it is not standalone system memory. Infineon's FeRAM has terrible density scaling and literally wears out from destructive read cycles.
That didn’t answer my question. What's the actual workload where Everspin's MRAM is the answer and Infineon's FeRAM or TSMC's eMRAM isn't?
MRAM has been “the next big thing” for 20 years. The reason it’s only used for defense/space (reliability, not power) is that the tech is hot garbage for everything else.