setia100
08-01 13:45

Doesn't make sense ❗The markets are showing bullish on memory stocks but I don't see any backlogs numbers of the memory chips from these companies ❗❗❗

6 months, 1 years, ....etc backlog ❓

Micron Gives Back 5.9% — Was the Memory Rally Just Two Days?
Memory pulled back Friday: Micron −5.90%, SK Hynix −3.54%; SOXL closed flat, then +4.42% after hours. Read it as digestion of Thursday's spike — the session KOSPI ran up 18%. Micron is still ~39% off its highs, and the sell side splits between "high-risk, high-reward" accumulation and refusing the dip outright. SanDisk and Western Digital report Wednesday. Customers confirm the shortage, but the tape just gave back gains — bounce or trend?
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