SL1977

Trust me if you dare.

    • SL1977SL1977
      ·20:36
      good news for sandisk micron and everyone else except koreans. 

      Chips Stall Korea's $350 Billion "Project One" As Washington Ups The Ante

      Chips Stall Korea's $350 Billion "Project One" As Washington Ups The Ante
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    • SL1977SL1977
      ·08-17 20:42
      Trump did right. IRGC must collapsed for peace to prevail. 

      Trump Threatens Oman with Bombing If It Obstructs US

      Fox News reported Trump said he is "not in a hurry" on Iran and claimed there are secret communication channels with Iran's Islamic Revolutionary Guard Corps (IRGC). He warned the United States would...
      Trump Threatens Oman with Bombing If It Obstructs US
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    • SL1977SL1977
      ·08-12
      This will win major market shares from samsung and SK hynix once mass produce in dec.

      Kioxia, SanDisk Unveil 9th-Gen 2Tb QLC 3D Flash Technology for AI Storage Demand

      Kioxia, SanDisk unveil 9th-gen 2Tb QLC 3D flash technology for AI storage demandSanDisk, Kioxia unveiled 9th-generation 2Tb QLC 3D NAND aimed at AI-driven infrastructure, extending their joint flash m
      Kioxia, SanDisk Unveil 9th-Gen 2Tb QLC 3D Flash Technology for AI Storage Demand
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    • SL1977SL1977
      ·08-08
      I don't buy it. 99% of internet traffic is thru cable and wireless cell towers. Nothing about space. Playing space satellites is ok but unlike cables and cell towers. they need to be replaced sooner than cables and cells. The cost effectiveness is just not there. Gimmick toy yes but actual serving to dense population is a No. As a flat earth, Spacex is just a glorified rocket that won't go anywhere. 

      SpaceX Won't Destroy Telecom, Just Reinvent It

      AT&T, Verizon, and T-Mobile shares fell after SpaceX announced plans to launch a mobile offering next year. The drop isn't warranted. By Al RootInvestors in telecom stocks have been afraid, even petri
      SpaceX Won't Destroy Telecom, Just Reinvent It
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    • SL1977SL1977
      ·08-08
      $SanDisk Corp.(SNDK)$ Probability assessment Based on everything we’ve reviewed over the last few days: Bullish (60%) * Investor Day goes well. * HBF gains more attention. * AI demand remains strong. * Stock gradually recovers toward US$1,350–1,450. Neutral (25%) * Stock trades between US$1,180–1,320 while investors wait for the next quarterly results. Bearish (15%) * Broader semiconductor sector weakens. * AI spending slows materially. * The stock breaks below US$1,175 and establishes a lower trading range.
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    • SL1977SL1977
      ·08-05
      Oracle will died faster with more AI orders and single majority customer is openAI. 

      Oracle Corp Goes for High-Stakes Ratings Gamble in AI Strategy

      ANALYSIS-Oracle Corp goes for high-stakes ratings gamble in AI strategyLONDON, Aug 4 (Reuters)-Cloud computing giant Oracle Corp is on the cusp of a junk-grade credit rating and its shares have tanked
      Oracle Corp Goes for High-Stakes Ratings Gamble in AI Strategy
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    • SL1977SL1977
      ·08-05
      oracle is in deep shit. 

      Orders Exploded, The Balance Sheet Broke First: Oracle's Credit Alarm Goes Off

      Orders Exploded, The Balance Sheet Broke First: Oracle's Credit Alarm Goes Off
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    • SL1977SL1977
      ·08-05
      until today Meta never disclosed their AI driven profit. AI can really be a huge scam. until the tides recede and who swim naked.

      Accelerated Production at 3nm Node Surpasses Expectations, Semiconductor Equipment ETF Attracts Over 10 Billion Yuan in 33 Trading Days

      Driven by progress in US-Iran negotiations, geopolitical tensions around the Strait of Hormuz are expected to ease, leading to a sharp drop in international oil prices and a significant boost in risk...
      Accelerated Production at 3nm Node Surpasses Expectations, Semiconductor Equipment ETF Attracts Over 10 Billion Yuan in 33 Trading Days
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    • SL1977SL1977
      ·07-31
      $SanDisk Corp.(SNDK)$ it will end up below $1150
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    • SL1977SL1977
      ·07-28
      fake news

      Sandisk, ASML, and More Chip Stocks Tumble as China Plays Disruptor

      Shares of Sandisk, ASML Holding, and other chip stocks reversed sharply lower Monday as a massive Chinese initial public offering hit the market and a report emerged that a state-backed Chinese company has started mass producing chip-making machines.Sandisk dropped 11%, placing it the worst performer in the S&P 500. Western Digital fell 8%. Chips and networking company Marvell declined 4.2% and Advanced Micro Devices fell 7.3%.Intel and Super Micro Computer booked losses of 3.7% and 3.3%, respectively.Chip stocks and memory names already were under pressure after Chinese memory chip maker ChangXin Memory Technologies surged 466% on its trading debut in Shanghai on Monday, giving it a market capitalization of $484 billion.However, the declines deepened after Bloomberg reported that a Chinese company has begun producing immersion deep ultraviolet lithography machines, which are a key type of machinery used in making chips.ASML, which manufactures the machines, declined 6.2%.This is brea
      Sandisk, ASML, and More Chip Stocks Tumble as China Plays Disruptor
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