To The Moon

269

·

09-15 14:48

📉 Memory stocks just took a beating. But I’m not convinced the bigger story is over. SK Hynix: -7.6% Micron: -5.25% SanDisk: -4.98% At first glance, this looks like a simple semiconductor selloff. But I think there’s something more important happening underneath the surface. The market has been willing to pay up for memory companies because AI infrastructure has created an unusually strong demand environment for high-performance memory and storage. The problem? A huge part of the recent earnings growth is coming from pricing. SanDisk’s latest quarter is a perfect example. Revenue jumped 51% sequentially, but roughly two-thirds of that increase was attributed to higher prices, with the remaining third coming from volume. That is an incredible setup when pricing is moving in the right direct

📉 Memory stocks just took a beating. But I’m not convinced the bigger story is over. SK Hynix: -7.6% Micron: -5.25% SanDisk: -4.98% At first glance...

# Memory Stocks Diverge — Is the Price-Hike Narrative Fading?

TOPGabrielleSusan: Spot pricing loosening before the reports matters more to me. If Q2 contract gains are already down to single digits, margins probably lose the easy tailwind first.

2

4

Report

170

Kentzw

·

09-15 14:50

🧠 What if the biggest mistake investors are making with memory stocks is treating this like a normal semiconductor cycle? Memory stocks got hit hard, and on the surface, the move makes sense. SK Hynix dropped 7.6%. Micron fell 5.25%. SanDisk dropped 4.98%. But I think there’s a bigger question investors should be asking: Is AI changing the economics of the memory industry permanently — or are we simply watching another boom-and-bust cycle? For years, memory was one of the most brutally cyclical parts of semiconductors. Companies would add capacity → supply would increase → prices would fall → margins would collapse → production would get cut → prices would recover. Then the cycle would start again. AI potentially changes that equation. Modern AI infrastructure requires enormous amounts of

🧠 What if the biggest mistake investors are making with memory stocks is treating this like a normal semiconductor cycle? Memory stocks got hit har...

# Memory Stocks Diverge — Is the Price-Hike Narrative Fading?

TOPPenelopeHood: I lean cycle, not supercycle. AI demand is real, but supply discipline always looks strongest right before capex creeps back in.

1

3

Report

3.21K

LimWeiTing

·

09-15 05:16

$AMZN: What Level Could Trigger The Next Move?

Amazon has been coiling tightly inside a rising channel after sweeping key liquidity near the $255 zone. When a mega cap tech leader compresses like this near major moving averages, a high-volume expansion move usually follows quickly. Key Technical Details Every Trader Should Know The $255 Support Zone: $255–$258 is the line in the sand. As long as candle closes stay above this demand shelf, the macro higher-low trend structure remains completely intact. Moving Average Confluence: $AMZN is holding right above its 50-day moving average (~$254.44) and well clear of its 200-day moving average (~$239.29). Upward-sloping long-term averages signal that pullbacks into support are prime risk-defined dip buys. Volume Flow: Notice how volume shrunk significantly during the downward consolidation ph

$AMZN: What Level Could Trigger The Next Move?

# Trade Feed: Who is your favorite trader?

2

85

Report

173

SnailWalker

·

09-14

$AMZN: What Level Could Trigger The Next Move?

Most Discussed

7x24