I am bullish on the memory-chip sector because AI infrastructure requires not only GPUs and HBM, but also high-capacity storage and enterprise SSDs. SK hynix’s $SK hynix(SKHY)$ strong results reinforce my confidence that demand remains robust.

For $SanDisk Corp.(SNDK)$ , I think rising NAND prices and stronger enterprise storage demand could support revenue growth and margin expansion. However, with expectations already high, I believe forward guidance will matter more than simply beating earnings estimates.

My prediction is B: a gain of 5%–10% after earnings. I remain optimistic about the long-term memory cycle, but I will avoid chasing the rally and prefer to accumulate gradually during pullbacks. For me, discipline matters more than trying to catch every short-term move.

@Tiger_comments @TigerStars @TigerClub @Tiger_Earnings

# Earning Season

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  • Wealthliner
    ·10-30 00:49
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    很头痛很头痛很头痛很头痛很头痛很头痛很头痛很头痛很头痛很头痛很头痛很头痛很头痛很头痛买又不是不买又怕踏空
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    • Shyon: 
      Hahahahahah
      10-30 09:21
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  • Muppy
    ·10-30 09:06
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    L l l l l l l ll l l l l l l l l ll l l l ll l l l l l ll l l l l ll l l l l l ll l l l l l l ll l l l l l l l l l ll l l l l l ll l l l l ll l l l l l ll l l l ll l l l l ll l l l ll l
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    • Shyon: 
      What is this
      10-30 09:21
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  • 我仍然认为像SK海力士、MU和三星这样的存储芯片股票……仍然是周期性股票,但唯一不同的是,与以前的周期相比,这个周期会长得多。
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  • HBONG
    ·05:12
    Anthropic upcoming ipo will be draining the liquidity from the market, see what is the ipo price
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  • 1PC
    ·10-30 22:08
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  • Moneyong
    ·09:25
    Thanks for the information. Thanks for the information.
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  • SanL
    ·10-30 19:22
    Thanks for the information.
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