1PC
07-26 18:45

💾🚀 Memory Stocks Explode — Can Earnings Keep It Going? SanDisk +14%, SK Hynix +14%, Micron +12% — memory names just powered the rebound. Morgan Stanley sees a 25% spike in HBM, DRAM & NAND prices, with ETFs absorbing $2.1B in flows.
📊 Analysts expect SK Hynix to post record margins above 74–77% & revenue near ₩84T, driven by explosive HBM demand. Some forecasts are cautious on ASP growth, but consensus still leans positive.
🐯 My pick: SK Hynix. With July 29 earnings ahead, it’s the near‑term catalyst. If results confirm the upcycle, the rally could broaden further across the sector.[Bless] @JC888 @Barcode @Shyon @koolgal @Aqa @DiAngel @Shernice軒嬣 2000
# Memory Stocks Explode: SanDisk +14%, SK Hynix +14% — Can July 29 Earnings Extend the Rally?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（2）

  • Top
  • Latest
  • zookee
    ·07-27 17:32
    I trimmed Micron last week — $2.1B ETF inflows feels more like a heat check than durable demand
    Reply
    Report
  • BurnellStella
    ·07-27 17:32
    74-77% margin won't be enough for me. HBM3E yield ramp and HBM4 spend matter more
    Reply
    Report