SanDisk Plunges 14%: New Product Can't Save Memory Stocks? - To The Moon

SanDisk Plunges 14%: New Product Can't Save Memory Stocks?

SanDisk tumbled 14% despite launching its BiCS10 1Tb TLC 3D NAND chip on the same day, as the memory supercycle sell-off extended into a second consecutive session — Micron fell 5.5% and memory ETF DRAM dropped 7.9%. "Buy the rumor, sell the news" dynamics, combined with AI capex rotation triggered by jobs data, drove profit-taking across the heavily extended memory supply chain. Is this pullback a golden entry point, or the beginning of the supercycle thesis unraveling?

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+4

11:56

Navigating Micron's Drop: Market Correction, Options Strategies, and High-Growth Complementary Sectors

Micron's sharp 10% drop—part of a deeper multi-day slide erasing over 16% of its value—presents a classic stock market paradox. It happened right on the heels of a blockbuster Q3 earnings report where $Micron Technology(MU)$ posted a record $41.46 billion in revenue (up 346% year-over-year) and guided an even stronger Q4. When a company posts the best quarter in its history and the stock plunges, it is a clear sign that the macro mechanics of the market are shifting. Overvalued or Short-Term Correction? It is both. The drop is a sharp short-term correction triggered by peak optimism, but it exposes underlying structural debates about the memory sector's long-term valuation. Several intersecting factors drove this specific selloff: Classic "Sell the

Navigating Micron's Drop: Market Correction, Options Strategies, and High-Growth Complementary Sectors

11:45

DLC Weekly Recap | Top Gainers & Losers

For period 24 June to 1 July 2026: The top gainer for the week was $Sunny 5xShortSG270112(UYNW.SI)$ which surged 122% as $SUNNY OPTICAL(02382)$ tumbled close to 20% over the same period after their proposal to issue offshore yuan-denominated bonds triggered a selloff. Check latest list for Top Movers for the day in our website home page on dlc.socgen.com This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not form part of any offer or invitation to buy or sell any daily leverage certificates (the “DLCs”), and nothing herein should be considered as financial advice or recommenda

DLC Weekly Recap | Top Gainers & Losers

11:27

$Micron Technology(MU)$

$SanDisk Corp.(SNDK)$ Both Micron (MU) and SanDisk (SNDK) plunged respectively 10++% and 26++%, signaling opportunities to buy again. SanDisk shares plunged 26% for the week due to aggressive profit-taking and a sector-wide rotation away from artificial intelligence hardware into AI software stocks. The steep sell-off came despite an explosive 858% first-half rally and bullish price target upgrades from analysts like Bernstein. The recent decline was compounded by broader market forces and specific tech news: Sector-wide rotation: Investors cashed out historic gains across memory and AI hardware n

10:19

good timing to earn future money

10:14

good timing to earn future money

09:24

Definitely Micro is in a Bull market wash out , price is heading higher

06:59

[Glance] [Cry] [What]

05:53

This is what I am looking for

05:53

Read more about this post

05:41

Demand for $Micron Technology(MU)$ DDR memory is high with months of limited supply at very high prices. Micron is forecast to benefit from this trend with high future memory prices and contracts linked to current prices which continue to be high

00:47

Hi, I think micron is a great company and it has never change. I believe in it and will continue to do better. Competition is always good!

00:38

$Micron Technology(MU)$ “How about this?” Trump wrote in a social-media post Thursday. “Micron, a GREAT American Company, announced that they are putting in 250 Million Dollars into the Trump Accounts for the future benefit of children . . . Thank you Micron!” The memory-chip maker was falling early Thursday, down 4% at $990.3, after a sharp 10.6% drop in the previous session. The move came despite its rivals SK Hynix and Samsung tumbling in South Korean trading Thursday.

00:07

Yes. Over valued. Time to retreat. At least 10%.

07-02 22:58

$MU$ Discounted Stock!

07-02 22:48

Please rise up goddess

07-02 18:30

check this out, value for money

07-02 18:14

Why Micron Crash Testing Ai Trade

$Micron Technology(MU)$ just did something rare: it beat earnings by one of the widest margins in its history, ripped 15%+ higher on the print — and then handed almost the entire move back within days. On Wednesday, the stock fell more than 10% in a single session. It wasn't alone. $SanDisk Corp.(SNDK)$ dropped a similar amount. $Advanced Micro Devices(AMD)$ lost close to 7%. $Intel(INTC)$ fell 9%. $Applied Materials(AMAT)$ dropped 10%. The VanEck Semiconductor ETF, a basket of the industry's biggest names, shed over 5% in one day. And by Thursday morning, the damage had jumped con

Why Micron Crash Testing Ai Trade

Owen_Tradinghouse

07-02 17:47

US Stocks Under a Strong Dollar: Defensive Positioning with Options and Short Strategies

In a stock market environment with ambiguous directionality and persistent consolidation, capital flow data often serves as the primary reference indicator for traders because these data are more authentic than sentiment. In last week's market liquidity data, we discovered: capital is accelerating its flight from US stocks, especially the seven major tech stocks tracked by Goldman Sachs, where the traces of institutional capital withdrawal are already quite clear. Moreover, the overall net capital flow of individual US stocks is once again showing an expanding outflow. In the latest weekly data of institutional capital inflows and outflows for major seats compiled by Goldman Sachs, massive amounts of capital are fleeing US tech stocks, particularly the 7 star tech stocks:

US Stocks Under a Strong Dollar: Defensive Positioning with Options and Short Strategies

Young on stocks

07-01 21:09

Why Does Bernstein Think $SNDK Could Be Worth $4,400? The Price Target Isn't the Most Interesting Part.

Bernstein just released what I think is one of the most important research notes on the memory industry this year. $纳指100ETF(QQQ)$ $闪迪(SNDK)$ Most headlines focused on one number: A Bull Case valuation of $4,400 for SanDisk. But in my opinion, that's not the real takeaway. The report spends far more time explaining why this memory cycle may be fundamentally different from every cycle before it. A year ago, when SanDisk was trading a fraction of today's valuation and most investors still viewed NAND as a deeply cyclical commodity business, Bernstein was one of the very first firms on Wall Street to publish a $1,000 price target. Back then, many thought it was far too aggressive. Looking back, they were simp

Why Does Bernstein Think $SNDK Could Be Worth $4,400? The Price Target Isn't the Most Interesting Part.

07-01 12:33

TRADE PLAN for Wednesday 📈 $SPX closed right near the 7500 resistance. It looks like SPX new all time highs in play in July if it can breakout above 7500. SPX July 1 7530C can work above 7500 $SNDK 2500 coming, massive move today.. up 200+ points.. $MU next if it can get through 1160+. MU July 2 1250C can work above 1160 $QQQ winding up for all time highs at 748.. We should see QQQ 800 and SPX 8000 on the next leg higher in the market.

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SanDisk shares plunged 26% for the week due to aggressive profit-taking and a sector-wide rotation away from artificial intelligence hardware into AI software stocks.&nbsp; The steep sell-off came despite an explosive 858% first-half rally and bullish price target upgrades from analysts like Bernstein. The recent decline was compounded by broader market forces and specific tech news: Sector-wide rotation:&nbsp; Investors cashed out historic gains across memory and AI hardware n","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Both Micron (MU) and SanDisk (SNDK) plunged respectively 10++% and 26++%, signaling opportunities to buy again. SanDisk shares plunged 26% for the week due to aggressive profit-taking and a sector-wide rotation away from artificial intelligence hardware into AI software stocks.&nbsp; The steep sell-off came despite an explosive 858% first-half rally and bullish price target upgrades from analysts like Bernstein. The recent decline was compounded by broader market forces and specific tech news: Sector-wide rotation:&nbsp; Investors cashed out historic gains across memory and AI hardware n","text":"$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ Both Micron (MU) and SanDisk (SNDK) plunged respectively 10++% and 26++%, signaling opportunities to buy again. SanDisk shares plunged 26% for the week due to aggressive profit-taking and a sector-wide rotation away from artificial intelligence hardware into AI software stocks. The steep sell-off came despite an explosive 858% first-half rally and bullish price target upgrades from analysts like Bernstein. The recent decline was compounded by broader market forces and specific tech news: Sector-wide rotation: Investors cashed out historic gains across memory and AI hardware n","images":[{"img":"https://community-static.tradeup.com/news/5ce1efe8d1ef10f12750bb967d9be798","width":"954","height":"1080"},{"img":"https://community-static.tradeup.com/news/6b8bf64308b3c5583e597183283872b0","width":"701","height":"869"},{"img":"https://community-static.tradeup.com/news/37fc45da51f2db0eacf0bdc5f7050231","width":"1080","height":"1212"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581709970899648","isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":581705626481024,"gmtCreate":1783045147161,"gmtModify":1783045148788,"author":{"id":"4207187837998612","authorId":"4207187837998612","name":"Ken TAN","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4207187837998612","idStr":"4207187837998612"},"themes":[],"title":"","htmlText":"good timing to earn future money","listText":"good timing to earn future money","text":"good timing to earn future money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581705626481024","isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581692173488984,"gmtCreate":1783044878421,"gmtModify":1783044883124,"author":{"id":"4207187837998612","authorId":"4207187837998612","name":"Ken TAN","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4207187837998612","idStr":"4207187837998612"},"themes":[],"title":"","htmlText":"good timing to earn future money","listText":"good timing to earn future money","text":"good timing to earn future money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581692173488984","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581680173024176,"gmtCreate":1783041866862,"gmtModify":1783041869640,"author":{"id":"4107097862867960","authorId":"4107097862867960","name":"Patmos","avatar":"https://community-static.tradeup.com/news/d0b2e09fdb3dc618e98d3ac304599118","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107097862867960","idStr":"4107097862867960"},"themes":[],"title":"","htmlText":"Definitely Micro is in a Bull market wash out , price is heading higher&nbsp;","listText":"Definitely Micro is in a Bull market wash out , price is heading higher&nbsp;","text":"Definitely Micro is in a Bull market wash out , price is heading higher","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581680173024176","isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581644045329208,"gmtCreate":1783033165899,"gmtModify":1783033168614,"author":{"id":"3579086425188707","authorId":"3579086425188707","name":"Bamboo76","avatar":"https://static.tigerbbs.com/66fc4641601f5de79bfbe424a8874f05","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579086425188707","idStr":"3579086425188707"},"themes":[],"title":"","htmlText":"[Glance]&nbsp;&nbsp;[Cry]&nbsp;&nbsp;[What]&nbsp;&nbsp;","listText":"[Glance]&nbsp;&nbsp;[Cry]&nbsp;&nbsp;[What]&nbsp;&nbsp;","text":"[Glance] [Cry] [What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581644045329208","isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581631604117664,"gmtCreate":1783029238325,"gmtModify":1783029241279,"author":{"id":"3574931140779997","authorId":"3574931140779997","name":"CHINNY168","avatar":"https://community-static.tradeup.com/news/3c8b638f761df5bbe338a2395645c833","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574931140779997","idStr":"3574931140779997"},"themes":[],"title":"","htmlText":"This is what I am looking for&nbsp;","listText":"This is what I am looking for&nbsp;","text":"This is what I am looking for","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581631604117664","isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581628410708248,"gmtCreate":1783029223201,"gmtModify":1783029226262,"author":{"id":"3574931140779997","authorId":"3574931140779997","name":"CHINNY168","avatar":"https://community-static.tradeup.com/news/3c8b638f761df5bbe338a2395645c833","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574931140779997","idStr":"3574931140779997"},"themes":[],"title":"","htmlText":"Read more about this post&nbsp;","listText":"Read more about this post&nbsp;","text":"Read more about this post","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581628410708248","isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581625283310760,"gmtCreate":1783028468149,"gmtModify":1783028471585,"author":{"id":"4172792741802032","authorId":"4172792741802032","name":"Chrishust","avatar":"https://community-static.tradeup.com/news/24621df13cba09ec37ac6463a6a888fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172792741802032","idStr":"4172792741802032"},"themes":[],"title":"","htmlText":"Demand for&nbsp;<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> DDR memory is high with months of limited supply at very high prices. Micron is forecast to benefit from this trend with high future memory prices and contracts linked to current prices which continue to be high&nbsp;","listText":"Demand for&nbsp;<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> DDR memory is high with months of limited supply at very high prices. Micron is forecast to benefit from this trend with high future memory prices and contracts linked to current prices which continue to be high&nbsp;","text":"Demand for $Micron Technology(MU)$ DDR memory is high with months of limited supply at very high prices. Micron is forecast to benefit from this trend with high future memory prices and contracts linked to current prices which continue to be high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581625283310760","isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581553064727424,"gmtCreate":1783010833441,"gmtModify":1783010836513,"author":{"id":"3585219739716190","authorId":"3585219739716190","name":"JOYXHUATNOW","avatar":"https://community-static.tradeup.com/news/1b0b2331a60b78f210dfd8a2e17f2315","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585219739716190","idStr":"3585219739716190"},"themes":[],"title":"","htmlText":"Hi, I think micron is a great company and it has never change. I believe in it and will continue to do better. Competition is always good!&nbsp;","listText":"Hi, I think micron is a great company and it has never change. I believe in it and will continue to do better. Competition is always good!&nbsp;","text":"Hi, I think micron is a great company and it has never change. I believe in it and will continue to do better. Competition is always good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581553064727424","isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581550857782672,"gmtCreate":1783010299581,"gmtModify":1783011091965,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; “How about this?” Trump wrote in a social-media post Thursday. “Micron, a GREAT American Company, announced that they are putting in 250 Million Dollars into the Trump Accounts for the future benefit of children . . . Thank you Micron!” The memory-chip maker was falling early Thursday, down 4% at $990.3, after a sharp 10.6% drop in the previous session. The move came despite its rivals SK Hynix and Samsung tumbling in South Korean trading Thursday.","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; “How about this?” Trump wrote in a social-media post Thursday. “Micron, a GREAT American Company, announced that they are putting in 250 Million Dollars into the Trump Accounts for the future benefit of children . . . Thank you Micron!” The memory-chip maker was falling early Thursday, down 4% at $990.3, after a sharp 10.6% drop in the previous session. The move came despite its rivals SK Hynix and Samsung tumbling in South Korean trading Thursday.","text":"$Micron Technology(MU)$ “How about this?” Trump wrote in a social-media post Thursday. “Micron, a GREAT American Company, announced that they are putting in 250 Million Dollars into the Trump Accounts for the future benefit of children . . . Thank you Micron!” The memory-chip maker was falling early Thursday, down 4% at $990.3, after a sharp 10.6% drop in the previous session. The move came despite its rivals SK Hynix and Samsung tumbling in South Korean trading Thursday.","images":[{"img":"https://community-static.tradeup.com/news/5ce1efe8d1ef10f12750bb967d9be798","width":"954","height":"1080"},{"img":"https://community-static.tradeup.com/news/443c686ffaf83c1ae99afcbc2d0c20e0","width":"1080","height":"1080"},{"img":"https://community-static.tradeup.com/news/6836cc1a1bd1a54f680c944092a2b21d","width":"800","height":"1000"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":21,"link":"https://ttm.financial/post/581550857782672","isVote":1,"tweetType":1,"viewCount":1423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":581543220831400,"gmtCreate":1783008433363,"gmtModify":1783008436466,"author":{"id":"3575949343225606","authorId":"3575949343225606","name":"Kekemon","avatar":"https://community-static.tradeup.com/news/acc569fb2b4b8cb1641acae354a1df48","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575949343225606","idStr":"3575949343225606"},"themes":[],"title":"","htmlText":"Yes. Over valued. Time to retreat. At least 10%.","listText":"Yes. Over valued. Time to retreat. At least 10%.","text":"Yes. Over valued. Time to retreat. At least 10%.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581543220831400","isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581538527232336,"gmtCreate":1783004330157,"gmtModify":1783006027172,"author":{"id":"3575637013605683","authorId":"3575637013605683","name":"jonasangg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575637013605683","idStr":"3575637013605683"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/SS?symbol=MU&amp;secType=(null)\">$MU$&nbsp;</a> Discounted Stock!","listText":"<a href=\"https://ttm.financial/SS?symbol=MU&amp;secType=(null)\">$MU$&nbsp;</a> Discounted Stock!","text":"$MU$ Discounted Stock!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581538527232336","isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581523634561744,"gmtCreate":1783003720397,"gmtModify":1783006026794,"author":{"id":"3583395706599038","authorId":"3583395706599038","name":"FlyingArrowz","avatar":"https://static.tigerbbs.com/0b713601242c1dd7d75d4de15f85a80d","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583395706599038","idStr":"3583395706599038"},"themes":[],"title":"","htmlText":"Please rise up goddess&nbsp;","listText":"Please rise up goddess&nbsp;","text":"Please rise up goddess","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581523634561744","isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581460360787208,"gmtCreate":1782988204063,"gmtModify":1782988207021,"author":{"id":"4207187837998612","authorId":"4207187837998612","name":"Ken TAN","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4207187837998612","idStr":"4207187837998612"},"themes":[],"title":"","htmlText":"check this out, value for money","listText":"check this out, value for money","text":"check this out, value for money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581460360787208","isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581456558744856,"gmtCreate":1782987275966,"gmtModify":1782988453490,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572212908677301","idStr":"3572212908677301"},"themes":[],"title":"Why Micron Crash Testing Ai Trade","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> just did something rare: it beat earnings by one of the widest margins in its history, ripped 15%+ higher on the print — and then handed almost the entire move back within days. On Wednesday, the stock fell more than 10% in a single session. It wasn't alone. <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> dropped a similar amount. <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> lost close to 7%. <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> fell 9%. <a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a> dropped 10%. The VanEck Semiconductor ETF, a basket of the industry's biggest names, shed over 5% in one day. And by Thursday morning, the damage had jumped con","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> just did something rare: it beat earnings by one of the widest margins in its history, ripped 15%+ higher on the print — and then handed almost the entire move back within days. On Wednesday, the stock fell more than 10% in a single session. It wasn't alone. <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> dropped a similar amount. <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> lost close to 7%. <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> fell 9%. <a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a> dropped 10%. The VanEck Semiconductor ETF, a basket of the industry's biggest names, shed over 5% in one day. And by Thursday morning, the damage had jumped con","text":"$Micron Technology(MU)$ just did something rare: it beat earnings by one of the widest margins in its history, ripped 15%+ higher on the print — and then handed almost the entire move back within days. On Wednesday, the stock fell more than 10% in a single session. It wasn't alone. $SanDisk Corp.(SNDK)$ dropped a similar amount. $Advanced Micro Devices(AMD)$ lost close to 7%. $Intel(INTC)$ fell 9%. $Applied Materials(AMAT)$ dropped 10%. The VanEck Semiconductor ETF, a basket of the industry's biggest names, shed over 5% in one day. And by Thursday morning, the damage had jumped con","images":[{"img":"https://community-static.tradeup.com/news/0fb7dfe587676ab5d563105ce90bc637","width":"1024","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":12,"commentSize":1,"repostSize":3,"link":"https://ttm.financial/post/581456558744856","isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":581447331213432,"gmtCreate":1782985671785,"gmtModify":1782995088266,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"Owen_Tradinghouse","avatar":"https://static.tigerbbs.com/e18f8a3a764631dcc921c6316d840259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3491416357875149","idStr":"3491416357875149"},"themes":[],"title":"US Stocks Under a Strong Dollar: Defensive Positioning with Options and Short Strategies","htmlText":"In a stock market environment with ambiguous directionality and persistent consolidation, capital flow data often serves as the primary reference indicator for traders because these data are more authentic than sentiment. In last week's market liquidity data, we discovered: capital is accelerating its flight from US stocks, especially the seven major tech stocks tracked by Goldman Sachs, where the traces of institutional capital withdrawal are already quite clear. Moreover, the overall net capital flow of individual US stocks is once again showing an expanding outflow. In the latest weekly data of institutional capital inflows and outflows for major seats compiled by Goldman Sachs, massive amounts of capital are fleeing US tech stocks, particularly the 7 star tech stocks:","listText":"In a stock market environment with ambiguous directionality and persistent consolidation, capital flow data often serves as the primary reference indicator for traders because these data are more authentic than sentiment. In last week's market liquidity data, we discovered: capital is accelerating its flight from US stocks, especially the seven major tech stocks tracked by Goldman Sachs, where the traces of institutional capital withdrawal are already quite clear. Moreover, the overall net capital flow of individual US stocks is once again showing an expanding outflow. In the latest weekly data of institutional capital inflows and outflows for major seats compiled by Goldman Sachs, massive amounts of capital are fleeing US tech stocks, particularly the 7 star tech stocks:","text":"In a stock market environment with ambiguous directionality and persistent consolidation, capital flow data often serves as the primary reference indicator for traders because these data are more authentic than sentiment. In last week's market liquidity data, we discovered: capital is accelerating its flight from US stocks, especially the seven major tech stocks tracked by Goldman Sachs, where the traces of institutional capital withdrawal are already quite clear. Moreover, the overall net capital flow of individual US stocks is once again showing an expanding outflow. In the latest weekly data of institutional capital inflows and outflows for major seats compiled by Goldman Sachs, massive amounts of capital are fleeing US tech stocks, particularly the 7 star tech stocks:","images":[{"img":"https://community-static.tradeup.com/news/1f2d6bea34f9cfde3d8bce68001d4339","width":"865","height":"348"},{"img":"https://community-static.tradeup.com/news/ce40d4f6f5c9acb117b3d6c40384c7cd","width":"865","height":"356"},{"img":"https://community-static.tradeup.com/news/fc4aa00f38fd1e517763735f9c4c3eaf","width":"865","height":"387"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1662,"commentSize":0,"repostSize":74,"link":"https://ttm.financial/post/581447331213432","isVote":1,"tweetType":1,"viewCount":4321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},{"id":581145431805952,"gmtCreate":1782911388248,"gmtModify":1782983050764,"author":{"id":"4245312935821372","authorId":"4245312935821372","name":"Young on stocks","avatar":"https://community-static.tradeup.com/news/dfb4799002b9db1320239f93b5eb7bfe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4245312935821372","idStr":"4245312935821372"},"themes":[],"title":"Why Does Bernstein Think $SNDK Could Be Worth $4,400? The Price Target Isn't the Most Interesting Part.","htmlText":"Bernstein just released what I think is one of the most important research notes on the memory industry this year. <a href=\"https://ttm.financial/S/QQQ\">$纳指100ETF(QQQ)$</a> <a href=\"https://ttm.financial/S/SNDK\">$闪迪(SNDK)$</a> Most headlines focused on one number: A Bull Case valuation of $4,400 for SanDisk. But in my opinion, that's not the real takeaway. The report spends far more time explaining why this memory cycle may be fundamentally different from every cycle before it. A year ago, when SanDisk was trading a fraction of today's valuation and most investors still viewed NAND as a deeply cyclical commodity business, Bernstein was one of the very first firms on Wall Street to publish a $1,000 price target. Back then, many thought it was far too aggressive. Looking back, they were simp","listText":"Bernstein just released what I think is one of the most important research notes on the memory industry this year. <a href=\"https://ttm.financial/S/QQQ\">$纳指100ETF(QQQ)$</a> <a href=\"https://ttm.financial/S/SNDK\">$闪迪(SNDK)$</a> Most headlines focused on one number: A Bull Case valuation of $4,400 for SanDisk. But in my opinion, that's not the real takeaway. The report spends far more time explaining why this memory cycle may be fundamentally different from every cycle before it. A year ago, when SanDisk was trading a fraction of today's valuation and most investors still viewed NAND as a deeply cyclical commodity business, Bernstein was one of the very first firms on Wall Street to publish a $1,000 price target. Back then, many thought it was far too aggressive. Looking back, they were simp","text":"Bernstein just released what I think is one of the most important research notes on the memory industry this year. $纳指100ETF(QQQ)$ $闪迪(SNDK)$ Most headlines focused on one number: A Bull Case valuation of $4,400 for SanDisk. But in my opinion, that's not the real takeaway. The report spends far more time explaining why this memory cycle may be fundamentally different from every cycle before it. A year ago, when SanDisk was trading a fraction of today's valuation and most investors still viewed NAND as a deeply cyclical commodity business, Bernstein was one of the very first firms on Wall Street to publish a $1,000 price target. Back then, many thought it was far too aggressive. Looking back, they were simp","images":[{"img":"https://community-static.tradeup.com/news/07031698d9ceeb2e42adfe5424b3f063","width":"1162","height":"1219"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":108,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/581145431805952","isVote":2,"tweetType":1,"viewCount":1111,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5507,"gmtBegin":1782911388247,"gmtEnd":1783516108425,"type":1,"upper":1,"title":"what is worth for SNDK in the end of2026","choices":[{"id":19036,"sort":1,"name":"over 4000","userSize":4,"voted":false},{"id":19037,"sort":2,"name":"2000~4000","userSize":14,"voted":false},{"id":19038,"sort":3,"name":"3000~4000","userSize":3,"voted":false}]},"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":581018258547928,"gmtCreate":1782880405312,"gmtModify":1782900454063,"author":{"id":"3563842318594455","authorId":"3563842318594455","name":"Pinkspider","avatar":"https://community-static.tradeup.com/news/e0565d03e7bb12de8354f73b564d08be","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563842318594455","idStr":"3563842318594455"},"themes":[],"title":"","htmlText":"TRADE PLAN for Wednesday 📈 $SPX closed right near the 7500 resistance. It looks like SPX new all time highs in play in July if it can breakout above 7500. SPX July 1 7530C can work above 7500 $SNDK 2500 coming, massive move today.. up 200+ points.. $MU next if it can get through 1160+. MU July 2 1250C can work above 1160 $QQQ winding up for all time highs at 748.. We should see QQQ 800 and SPX 8000 on the next leg higher in the market.","listText":"TRADE PLAN for Wednesday 📈 $SPX closed right near the 7500 resistance. It looks like SPX new all time highs in play in July if it can breakout above 7500. SPX July 1 7530C can work above 7500 $SNDK 2500 coming, massive move today.. up 200+ points.. $MU next if it can get through 1160+. MU July 2 1250C can work above 1160 $QQQ winding up for all time highs at 748.. We should see QQQ 800 and SPX 8000 on the next leg higher in the market.","text":"TRADE PLAN for Wednesday 📈 $SPX closed right near the 7500 resistance. It looks like SPX new all time highs in play in July if it can breakout above 7500. SPX July 1 7530C can work above 7500 $SNDK 2500 coming, massive move today.. up 200+ points.. $MU next if it can get through 1160+. MU July 2 1250C can work above 1160 $QQQ winding up for all time highs at 748.. We should see QQQ 800 and SPX 8000 on the next leg higher in the market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581018258547928","isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":581717603054072,"gmtCreate":1783051001455,"gmtModify":1783054470100,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102123614530830","idStr":"4102123614530830"},"themes":[],"title":"Navigating Micron's Drop: Market Correction, Options Strategies, and High-Growth Complementary Sectors","htmlText":"Micron's sharp 10% drop—part of a deeper multi-day slide erasing over 16% of its value—presents a classic stock market paradox. It happened right on the heels of a blockbuster Q3 earnings report where <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> posted a record $41.46 billion in revenue (up 346% year-over-year) and guided an even stronger Q4. When a company posts the best quarter in its history and the stock plunges, it is a clear sign that the macro mechanics of the market are shifting. Overvalued or Short-Term Correction? It is both. The drop is a sharp short-term correction triggered by peak optimism, but it exposes underlying structural debates about the memory sector's long-term valuation. Several intersecting factors drove this specific selloff: Classic \"Sell the","listText":"Micron's sharp 10% drop—part of a deeper multi-day slide erasing over 16% of its value—presents a classic stock market paradox. It happened right on the heels of a blockbuster Q3 earnings report where <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> posted a record $41.46 billion in revenue (up 346% year-over-year) and guided an even stronger Q4. When a company posts the best quarter in its history and the stock plunges, it is a clear sign that the macro mechanics of the market are shifting. Overvalued or Short-Term Correction? It is both. The drop is a sharp short-term correction triggered by peak optimism, but it exposes underlying structural debates about the memory sector's long-term valuation. Several intersecting factors drove this specific selloff: Classic \"Sell the","text":"Micron's sharp 10% drop—part of a deeper multi-day slide erasing over 16% of its value—presents a classic stock market paradox. It happened right on the heels of a blockbuster Q3 earnings report where $Micron Technology(MU)$ posted a record $41.46 billion in revenue (up 346% year-over-year) and guided an even stronger Q4. When a company posts the best quarter in its history and the stock plunges, it is a clear sign that the macro mechanics of the market are shifting. Overvalued or Short-Term Correction? It is both. The drop is a sharp short-term correction triggered by peak optimism, but it exposes underlying structural debates about the memory sector's long-term valuation. Several intersecting factors drove this specific selloff: Classic \"Sell the","images":[{"img":"https://community-static.tradeup.com/news/cf9c49b2a32b3f98194b03a45cf0ebbc","width":"893","height":"582"},{"img":"https://community-static.tradeup.com/news/0224939e9bc0fcf9aa018955ba1dea4a","width":"881","height":"390"},{"img":"https://community-static.tradeup.com/news/774290274fe7395862e00758d740a47d","width":"643","height":"557"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":19,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581717603054072","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":581447331213432,"gmtCreate":1782985671785,"gmtModify":1782995088266,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"Owen_Tradinghouse","avatar":"https://static.tigerbbs.com/e18f8a3a764631dcc921c6316d840259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3491416357875149","idStr":"3491416357875149"},"themes":[],"title":"US Stocks Under a Strong Dollar: Defensive Positioning with Options and Short Strategies","htmlText":"In a stock market environment with ambiguous directionality and persistent consolidation, capital flow data often serves as the primary reference indicator for traders because these data are more authentic than sentiment. In last week's market liquidity data, we discovered: capital is accelerating its flight from US stocks, especially the seven major tech stocks tracked by Goldman Sachs, where the traces of institutional capital withdrawal are already quite clear. Moreover, the overall net capital flow of individual US stocks is once again showing an expanding outflow. In the latest weekly data of institutional capital inflows and outflows for major seats compiled by Goldman Sachs, massive amounts of capital are fleeing US tech stocks, particularly the 7 star tech stocks:","listText":"In a stock market environment with ambiguous directionality and persistent consolidation, capital flow data often serves as the primary reference indicator for traders because these data are more authentic than sentiment. In last week's market liquidity data, we discovered: capital is accelerating its flight from US stocks, especially the seven major tech stocks tracked by Goldman Sachs, where the traces of institutional capital withdrawal are already quite clear. Moreover, the overall net capital flow of individual US stocks is once again showing an expanding outflow. In the latest weekly data of institutional capital inflows and outflows for major seats compiled by Goldman Sachs, massive amounts of capital are fleeing US tech stocks, particularly the 7 star tech stocks:","text":"In a stock market environment with ambiguous directionality and persistent consolidation, capital flow data often serves as the primary reference indicator for traders because these data are more authentic than sentiment. In last week's market liquidity data, we discovered: capital is accelerating its flight from US stocks, especially the seven major tech stocks tracked by Goldman Sachs, where the traces of institutional capital withdrawal are already quite clear. Moreover, the overall net capital flow of individual US stocks is once again showing an expanding outflow. In the latest weekly data of institutional capital inflows and outflows for major seats compiled by Goldman Sachs, massive amounts of capital are fleeing US tech stocks, particularly the 7 star tech stocks:","images":[{"img":"https://community-static.tradeup.com/news/1f2d6bea34f9cfde3d8bce68001d4339","width":"865","height":"348"},{"img":"https://community-static.tradeup.com/news/ce40d4f6f5c9acb117b3d6c40384c7cd","width":"865","height":"356"},{"img":"https://community-static.tradeup.com/news/fc4aa00f38fd1e517763735f9c4c3eaf","width":"865","height":"387"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1662,"commentSize":0,"repostSize":74,"link":"https://ttm.financial/post/581447331213432","isVote":1,"tweetType":1,"viewCount":4321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},{"id":581709970899648,"gmtCreate":1783049226549,"gmtModify":1783049462273,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Both Micron (MU) and SanDisk (SNDK) plunged respectively 10++% and 26++%, signaling opportunities to buy again. SanDisk shares plunged 26% for the week due to aggressive profit-taking and a sector-wide rotation away from artificial intelligence hardware into AI software stocks.&nbsp; The steep sell-off came despite an explosive 858% first-half rally and bullish price target upgrades from analysts like Bernstein. The recent decline was compounded by broader market forces and specific tech news: Sector-wide rotation:&nbsp; Investors cashed out historic gains across memory and AI hardware n","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Both Micron (MU) and SanDisk (SNDK) plunged respectively 10++% and 26++%, signaling opportunities to buy again. SanDisk shares plunged 26% for the week due to aggressive profit-taking and a sector-wide rotation away from artificial intelligence hardware into AI software stocks.&nbsp; The steep sell-off came despite an explosive 858% first-half rally and bullish price target upgrades from analysts like Bernstein. The recent decline was compounded by broader market forces and specific tech news: Sector-wide rotation:&nbsp; Investors cashed out historic gains across memory and AI hardware n","text":"$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ Both Micron (MU) and SanDisk (SNDK) plunged respectively 10++% and 26++%, signaling opportunities to buy again. SanDisk shares plunged 26% for the week due to aggressive profit-taking and a sector-wide rotation away from artificial intelligence hardware into AI software stocks. The steep sell-off came despite an explosive 858% first-half rally and bullish price target upgrades from analysts like Bernstein. The recent decline was compounded by broader market forces and specific tech news: Sector-wide rotation: Investors cashed out historic gains across memory and AI hardware n","images":[{"img":"https://community-static.tradeup.com/news/5ce1efe8d1ef10f12750bb967d9be798","width":"954","height":"1080"},{"img":"https://community-static.tradeup.com/news/6b8bf64308b3c5583e597183283872b0","width":"701","height":"869"},{"img":"https://community-static.tradeup.com/news/37fc45da51f2db0eacf0bdc5f7050231","width":"1080","height":"1212"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581709970899648","isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":581714841408480,"gmtCreate":1783050331129,"gmtModify":1783054478089,"author":{"id":"4225582686885462","authorId":"4225582686885462","name":"SG DLC News","avatar":"https://community-static.tradeup.com/news/d98b8e4c3a07230634c0085e2f351253","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225582686885462","idStr":"4225582686885462"},"themes":[],"title":"DLC Weekly Recap | Top Gainers & Losers","htmlText":"For period 24 June to 1 July 2026: The top gainer for the week was <a href=\"https://ttm.financial/S/UYNW.SI\">$Sunny 5xShortSG270112(UYNW.SI)$</a> which surged 122% as <a href=\"https://ttm.financial/S/02382\">$SUNNY OPTICAL(02382)$</a> tumbled close to 20% over the same period after their proposal to issue offshore yuan-denominated bonds triggered a selloff. Check latest list for Top Movers for the day in our website home page on dlc.socgen.com This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not form part of any offer or invitation to buy or sell any daily leverage certificates (the “DLCs”), and nothing herein should be considered as financial advice or recommenda","listText":"For period 24 June to 1 July 2026: The top gainer for the week was <a href=\"https://ttm.financial/S/UYNW.SI\">$Sunny 5xShortSG270112(UYNW.SI)$</a> which surged 122% as <a href=\"https://ttm.financial/S/02382\">$SUNNY OPTICAL(02382)$</a> tumbled close to 20% over the same period after their proposal to issue offshore yuan-denominated bonds triggered a selloff. Check latest list for Top Movers for the day in our website home page on dlc.socgen.com This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not form part of any offer or invitation to buy or sell any daily leverage certificates (the “DLCs”), and nothing herein should be considered as financial advice or recommenda","text":"For period 24 June to 1 July 2026: The top gainer for the week was $Sunny 5xShortSG270112(UYNW.SI)$ which surged 122% as $SUNNY OPTICAL(02382)$ tumbled close to 20% over the same period after their proposal to issue offshore yuan-denominated bonds triggered a selloff. Check latest list for Top Movers for the day in our website home page on dlc.socgen.com This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not form part of any offer or invitation to buy or sell any daily leverage certificates (the “DLCs”), and nothing herein should be considered as financial advice or recommenda","images":[{"img":"https://community-static.tradeup.com/news/3b648f1fa63dd49776fb6c5a24ec22d0","width":"892","height":"898"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581714841408480","isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":581456558744856,"gmtCreate":1782987275966,"gmtModify":1782988453490,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572212908677301","idStr":"3572212908677301"},"themes":[],"title":"Why Micron Crash Testing Ai Trade","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> just did something rare: it beat earnings by one of the widest margins in its history, ripped 15%+ higher on the print — and then handed almost the entire move back within days. On Wednesday, the stock fell more than 10% in a single session. It wasn't alone. <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> dropped a similar amount. <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> lost close to 7%. <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> fell 9%. <a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a> dropped 10%. The VanEck Semiconductor ETF, a basket of the industry's biggest names, shed over 5% in one day. And by Thursday morning, the damage had jumped con","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> just did something rare: it beat earnings by one of the widest margins in its history, ripped 15%+ higher on the print — and then handed almost the entire move back within days. On Wednesday, the stock fell more than 10% in a single session. It wasn't alone. <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> dropped a similar amount. <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> lost close to 7%. <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> fell 9%. <a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a> dropped 10%. The VanEck Semiconductor ETF, a basket of the industry's biggest names, shed over 5% in one day. And by Thursday morning, the damage had jumped con","text":"$Micron Technology(MU)$ just did something rare: it beat earnings by one of the widest margins in its history, ripped 15%+ higher on the print — and then handed almost the entire move back within days. On Wednesday, the stock fell more than 10% in a single session. It wasn't alone. $SanDisk Corp.(SNDK)$ dropped a similar amount. $Advanced Micro Devices(AMD)$ lost close to 7%. $Intel(INTC)$ fell 9%. $Applied Materials(AMAT)$ dropped 10%. The VanEck Semiconductor ETF, a basket of the industry's biggest names, shed over 5% in one day. And by Thursday morning, the damage had jumped con","images":[{"img":"https://community-static.tradeup.com/news/0fb7dfe587676ab5d563105ce90bc637","width":"1024","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":12,"commentSize":1,"repostSize":3,"link":"https://ttm.financial/post/581456558744856","isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":581705626481024,"gmtCreate":1783045147161,"gmtModify":1783045148788,"author":{"id":"4207187837998612","authorId":"4207187837998612","name":"Ken TAN","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4207187837998612","idStr":"4207187837998612"},"themes":[],"title":"","htmlText":"good timing to earn future money","listText":"good timing to earn future money","text":"good timing to earn future money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581705626481024","isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581692173488984,"gmtCreate":1783044878421,"gmtModify":1783044883124,"author":{"id":"4207187837998612","authorId":"4207187837998612","name":"Ken TAN","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4207187837998612","idStr":"4207187837998612"},"themes":[],"title":"","htmlText":"good timing to earn future money","listText":"good timing to earn future money","text":"good timing to earn future money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581692173488984","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581680173024176,"gmtCreate":1783041866862,"gmtModify":1783041869640,"author":{"id":"4107097862867960","authorId":"4107097862867960","name":"Patmos","avatar":"https://community-static.tradeup.com/news/d0b2e09fdb3dc618e98d3ac304599118","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107097862867960","idStr":"4107097862867960"},"themes":[],"title":"","htmlText":"Definitely Micro is in a Bull market wash out , price is heading higher&nbsp;","listText":"Definitely Micro is in a Bull market wash out , price is heading higher&nbsp;","text":"Definitely Micro is in a Bull market wash out , price is heading higher","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581680173024176","isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581550857782672,"gmtCreate":1783010299581,"gmtModify":1783011091965,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; “How about this?” Trump wrote in a social-media post Thursday. “Micron, a GREAT American Company, announced that they are putting in 250 Million Dollars into the Trump Accounts for the future benefit of children . . . Thank you Micron!” The memory-chip maker was falling early Thursday, down 4% at $990.3, after a sharp 10.6% drop in the previous session. The move came despite its rivals SK Hynix and Samsung tumbling in South Korean trading Thursday.","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; “How about this?” Trump wrote in a social-media post Thursday. “Micron, a GREAT American Company, announced that they are putting in 250 Million Dollars into the Trump Accounts for the future benefit of children . . . Thank you Micron!” The memory-chip maker was falling early Thursday, down 4% at $990.3, after a sharp 10.6% drop in the previous session. The move came despite its rivals SK Hynix and Samsung tumbling in South Korean trading Thursday.","text":"$Micron Technology(MU)$ “How about this?” Trump wrote in a social-media post Thursday. “Micron, a GREAT American Company, announced that they are putting in 250 Million Dollars into the Trump Accounts for the future benefit of children . . . Thank you Micron!” The memory-chip maker was falling early Thursday, down 4% at $990.3, after a sharp 10.6% drop in the previous session. The move came despite its rivals SK Hynix and Samsung tumbling in South Korean trading Thursday.","images":[{"img":"https://community-static.tradeup.com/news/5ce1efe8d1ef10f12750bb967d9be798","width":"954","height":"1080"},{"img":"https://community-static.tradeup.com/news/443c686ffaf83c1ae99afcbc2d0c20e0","width":"1080","height":"1080"},{"img":"https://community-static.tradeup.com/news/6836cc1a1bd1a54f680c944092a2b21d","width":"800","height":"1000"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":21,"link":"https://ttm.financial/post/581550857782672","isVote":1,"tweetType":1,"viewCount":1423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":581625283310760,"gmtCreate":1783028468149,"gmtModify":1783028471585,"author":{"id":"4172792741802032","authorId":"4172792741802032","name":"Chrishust","avatar":"https://community-static.tradeup.com/news/24621df13cba09ec37ac6463a6a888fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172792741802032","idStr":"4172792741802032"},"themes":[],"title":"","htmlText":"Demand for&nbsp;<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> DDR memory is high with months of limited supply at very high prices. Micron is forecast to benefit from this trend with high future memory prices and contracts linked to current prices which continue to be high&nbsp;","listText":"Demand for&nbsp;<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> DDR memory is high with months of limited supply at very high prices. Micron is forecast to benefit from this trend with high future memory prices and contracts linked to current prices which continue to be high&nbsp;","text":"Demand for $Micron Technology(MU)$ DDR memory is high with months of limited supply at very high prices. Micron is forecast to benefit from this trend with high future memory prices and contracts linked to current prices which continue to be high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581625283310760","isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581644045329208,"gmtCreate":1783033165899,"gmtModify":1783033168614,"author":{"id":"3579086425188707","authorId":"3579086425188707","name":"Bamboo76","avatar":"https://static.tigerbbs.com/66fc4641601f5de79bfbe424a8874f05","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579086425188707","idStr":"3579086425188707"},"themes":[],"title":"","htmlText":"[Glance]&nbsp;&nbsp;[Cry]&nbsp;&nbsp;[What]&nbsp;&nbsp;","listText":"[Glance]&nbsp;&nbsp;[Cry]&nbsp;&nbsp;[What]&nbsp;&nbsp;","text":"[Glance] [Cry] [What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581644045329208","isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581145431805952,"gmtCreate":1782911388248,"gmtModify":1782983050764,"author":{"id":"4245312935821372","authorId":"4245312935821372","name":"Young on stocks","avatar":"https://community-static.tradeup.com/news/dfb4799002b9db1320239f93b5eb7bfe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4245312935821372","idStr":"4245312935821372"},"themes":[],"title":"Why Does Bernstein Think $SNDK Could Be Worth $4,400? The Price Target Isn't the Most Interesting Part.","htmlText":"Bernstein just released what I think is one of the most important research notes on the memory industry this year. <a href=\"https://ttm.financial/S/QQQ\">$纳指100ETF(QQQ)$</a> <a href=\"https://ttm.financial/S/SNDK\">$闪迪(SNDK)$</a> Most headlines focused on one number: A Bull Case valuation of $4,400 for SanDisk. But in my opinion, that's not the real takeaway. The report spends far more time explaining why this memory cycle may be fundamentally different from every cycle before it. A year ago, when SanDisk was trading a fraction of today's valuation and most investors still viewed NAND as a deeply cyclical commodity business, Bernstein was one of the very first firms on Wall Street to publish a $1,000 price target. Back then, many thought it was far too aggressive. Looking back, they were simp","listText":"Bernstein just released what I think is one of the most important research notes on the memory industry this year. <a href=\"https://ttm.financial/S/QQQ\">$纳指100ETF(QQQ)$</a> <a href=\"https://ttm.financial/S/SNDK\">$闪迪(SNDK)$</a> Most headlines focused on one number: A Bull Case valuation of $4,400 for SanDisk. But in my opinion, that's not the real takeaway. The report spends far more time explaining why this memory cycle may be fundamentally different from every cycle before it. A year ago, when SanDisk was trading a fraction of today's valuation and most investors still viewed NAND as a deeply cyclical commodity business, Bernstein was one of the very first firms on Wall Street to publish a $1,000 price target. Back then, many thought it was far too aggressive. Looking back, they were simp","text":"Bernstein just released what I think is one of the most important research notes on the memory industry this year. $纳指100ETF(QQQ)$ $闪迪(SNDK)$ Most headlines focused on one number: A Bull Case valuation of $4,400 for SanDisk. But in my opinion, that's not the real takeaway. The report spends far more time explaining why this memory cycle may be fundamentally different from every cycle before it. A year ago, when SanDisk was trading a fraction of today's valuation and most investors still viewed NAND as a deeply cyclical commodity business, Bernstein was one of the very first firms on Wall Street to publish a $1,000 price target. Back then, many thought it was far too aggressive. Looking back, they were simp","images":[{"img":"https://community-static.tradeup.com/news/07031698d9ceeb2e42adfe5424b3f063","width":"1162","height":"1219"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":108,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/581145431805952","isVote":2,"tweetType":1,"viewCount":1111,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5507,"gmtBegin":1782911388247,"gmtEnd":1783516108425,"type":1,"upper":1,"title":"what is worth for SNDK in the end of2026","choices":[{"id":19036,"sort":1,"name":"over 4000","userSize":4,"voted":false},{"id":19037,"sort":2,"name":"2000~4000","userSize":14,"voted":false},{"id":19038,"sort":3,"name":"3000~4000","userSize":3,"voted":false}]},"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":581631604117664,"gmtCreate":1783029238325,"gmtModify":1783029241279,"author":{"id":"3574931140779997","authorId":"3574931140779997","name":"CHINNY168","avatar":"https://community-static.tradeup.com/news/3c8b638f761df5bbe338a2395645c833","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574931140779997","idStr":"3574931140779997"},"themes":[],"title":"","htmlText":"This is what I am looking for&nbsp;","listText":"This is what I am looking for&nbsp;","text":"This is what I am looking for","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581631604117664","isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581628410708248,"gmtCreate":1783029223201,"gmtModify":1783029226262,"author":{"id":"3574931140779997","authorId":"3574931140779997","name":"CHINNY168","avatar":"https://community-static.tradeup.com/news/3c8b638f761df5bbe338a2395645c833","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574931140779997","idStr":"3574931140779997"},"themes":[],"title":"","htmlText":"Read more about this post&nbsp;","listText":"Read more about this post&nbsp;","text":"Read more about this post","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581628410708248","isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581553064727424,"gmtCreate":1783010833441,"gmtModify":1783010836513,"author":{"id":"3585219739716190","authorId":"3585219739716190","name":"JOYXHUATNOW","avatar":"https://community-static.tradeup.com/news/1b0b2331a60b78f210dfd8a2e17f2315","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585219739716190","idStr":"3585219739716190"},"themes":[],"title":"","htmlText":"Hi, I think micron is a great company and it has never change. I believe in it and will continue to do better. Competition is always good!&nbsp;","listText":"Hi, I think micron is a great company and it has never change. I believe in it and will continue to do better. Competition is always good!&nbsp;","text":"Hi, I think micron is a great company and it has never change. I believe in it and will continue to do better. Competition is always good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581553064727424","isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581543220831400,"gmtCreate":1783008433363,"gmtModify":1783008436466,"author":{"id":"3575949343225606","authorId":"3575949343225606","name":"Kekemon","avatar":"https://community-static.tradeup.com/news/acc569fb2b4b8cb1641acae354a1df48","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575949343225606","idStr":"3575949343225606"},"themes":[],"title":"","htmlText":"Yes. Over valued. Time to retreat. At least 10%.","listText":"Yes. Over valued. Time to retreat. At least 10%.","text":"Yes. Over valued. Time to retreat. At least 10%.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581543220831400","isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581538527232336,"gmtCreate":1783004330157,"gmtModify":1783006027172,"author":{"id":"3575637013605683","authorId":"3575637013605683","name":"jonasangg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575637013605683","idStr":"3575637013605683"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/SS?symbol=MU&amp;secType=(null)\">$MU$&nbsp;</a> Discounted Stock!","listText":"<a href=\"https://ttm.financial/SS?symbol=MU&amp;secType=(null)\">$MU$&nbsp;</a> Discounted Stock!","text":"$MU$ Discounted Stock!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581538527232336","isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581523634561744,"gmtCreate":1783003720397,"gmtModify":1783006026794,"author":{"id":"3583395706599038","authorId":"3583395706599038","name":"FlyingArrowz","avatar":"https://static.tigerbbs.com/0b713601242c1dd7d75d4de15f85a80d","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583395706599038","idStr":"3583395706599038"},"themes":[],"title":"","htmlText":"Please rise up goddess&nbsp;","listText":"Please rise up goddess&nbsp;","text":"Please rise up goddess","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581523634561744","isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581460360787208,"gmtCreate":1782988204063,"gmtModify":1782988207021,"author":{"id":"4207187837998612","authorId":"4207187837998612","name":"Ken TAN","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4207187837998612","idStr":"4207187837998612"},"themes":[],"title":"","htmlText":"check this out, value for money","listText":"check this out, value for money","text":"check this out, value for money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581460360787208","isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581018258547928,"gmtCreate":1782880405312,"gmtModify":1782900454063,"author":{"id":"3563842318594455","authorId":"3563842318594455","name":"Pinkspider","avatar":"https://community-static.tradeup.com/news/e0565d03e7bb12de8354f73b564d08be","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563842318594455","idStr":"3563842318594455"},"themes":[],"title":"","htmlText":"TRADE PLAN for Wednesday 📈 $SPX closed right near the 7500 resistance. It looks like SPX new all time highs in play in July if it can breakout above 7500. SPX July 1 7530C can work above 7500 $SNDK 2500 coming, massive move today.. up 200+ points.. $MU next if it can get through 1160+. MU July 2 1250C can work above 1160 $QQQ winding up for all time highs at 748.. We should see QQQ 800 and SPX 8000 on the next leg higher in the market.","listText":"TRADE PLAN for Wednesday 📈 $SPX closed right near the 7500 resistance. It looks like SPX new all time highs in play in July if it can breakout above 7500. SPX July 1 7530C can work above 7500 $SNDK 2500 coming, massive move today.. up 200+ points.. $MU next if it can get through 1160+. MU July 2 1250C can work above 1160 $QQQ winding up for all time highs at 748.. We should see QQQ 800 and SPX 8000 on the next leg higher in the market.","text":"TRADE PLAN for Wednesday 📈 $SPX closed right near the 7500 resistance. It looks like SPX new all time highs in play in July if it can breakout above 7500. SPX July 1 7530C can work above 7500 $SNDK 2500 coming, massive move today.. up 200+ points.. $MU next if it can get through 1160+. MU July 2 1250C can work above 1160 $QQQ winding up for all time highs at 748.. We should see QQQ 800 and SPX 8000 on the next leg higher in the market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581018258547928","isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}