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storagecycle
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๐ฆ $SNDK BA SAYS MARKET UNDERESTIMATES AI STORAGE CYCLE โ 85% UPSIDE IN SIGHT ๐ฅ
Entry: 1350.5 โก
Target: 2500 ๐
Wall Street has spent years labeling this name a cyclical tape, but Bank of America is now drawing a different curve. Q4 revenue hit $8.97B, up 51% quarter-over-quarter, with gross margin surging to 84.6% against guided 79-81%. ๐ That's momentum talking, not a narrative.
BofA now targets $2500 โ roughly 85% above the $1350.5 reference โ betting 2027 EPS grows 229% as enterprise SSD adoption and AI storage demand extend the cycle. They see no peaking signs in pricing or profitability just yet. ๐ก
The bull thesis isn't just about beats; it's about the market underpricing how durable this margin expansion can be. ๐ฌ Are you stacking exposure here or waiting for the next quarterly confirmation before pulling the trigger?
โ ๏ธ Not financial advice. Always manage your risk. ๐ก๏ธ
๐ท๏ธ #SNDK #AIDemand #StorageCycle #Earnings #Bullish
๐ฅ ๐
Entry: 1350.5 โก
Target: 2500 ๐
Wall Street has spent years labeling this name a cyclical tape, but Bank of America is now drawing a different curve. Q4 revenue hit $8.97B, up 51% quarter-over-quarter, with gross margin surging to 84.6% against guided 79-81%. ๐ That's momentum talking, not a narrative.
BofA now targets $2500 โ roughly 85% above the $1350.5 reference โ betting 2027 EPS grows 229% as enterprise SSD adoption and AI storage demand extend the cycle. They see no peaking signs in pricing or profitability just yet. ๐ก
The bull thesis isn't just about beats; it's about the market underpricing how durable this margin expansion can be. ๐ฌ Are you stacking exposure here or waiting for the next quarterly confirmation before pulling the trigger?
โ ๏ธ Not financial advice. Always manage your risk. ๐ก๏ธ
๐ท๏ธ #SNDK #AIDemand #StorageCycle #Earnings #Bullish
๐ฅ ๐
$MU DRAM UP 74% Q2 โ AI STORAGE CYCLE STILL INTACT ๐
June DRAM spot prices rose 5.6% to 11.5% month-over-month, with Server DDR5 premiums well above contract levels โ a clear signal that AI and cloud providers are still absorbing supply shifts. The report points to long-term agreements with US CSPs as a structural buffer against normalisation, pushing price strength potentially through 2027.
NAND tells a split story: wafers down 3โ4% month-over-month, but SSD and mobile storage up 70โ80% QoQ, offsetting weakness. This asymmetry suggests the cycle is rotating, not breaking. Momentum is real, but the pace will slow from Q3 โ the key variable remains AI demand absorption.
Are you weighing exposure to memory names or watching for the first signs of demand destruction?
Not financial advice. Always manage your risk.
#MU #MemoryMarket #AI #Semiconductors #StorageCycle
๐ฅ
June DRAM spot prices rose 5.6% to 11.5% month-over-month, with Server DDR5 premiums well above contract levels โ a clear signal that AI and cloud providers are still absorbing supply shifts. The report points to long-term agreements with US CSPs as a structural buffer against normalisation, pushing price strength potentially through 2027.
NAND tells a split story: wafers down 3โ4% month-over-month, but SSD and mobile storage up 70โ80% QoQ, offsetting weakness. This asymmetry suggests the cycle is rotating, not breaking. Momentum is real, but the pace will slow from Q3 โ the key variable remains AI demand absorption.
Are you weighing exposure to memory names or watching for the first signs of demand destruction?
Not financial advice. Always manage your risk.
#MU #MemoryMarket #AI #Semiconductors #StorageCycle
๐ฅ
$MU : AI hardware demand stays constructive despite short-term rotation ๐
Entry: 0.00 ๐ฅ
Target: 0.00 ๐
Stop Loss: 0.00 โ ๏ธ
Guotai Junan Hong Kong sees the overseas tech stack as still supported by AI capex, storage pricing, and advanced packaging demand. The message is simple: short-term valuation pressure can create volatility, but the broader semiconductor and infrastructure trend remains intact.
Storage stands out as a key theme, with NAND and DRAM pricing expected to improve. That keeps the risk-reward profile favorable for names tied to AI buildout and memory cycle recovery.
Not financial advice. Manage your risk.
#MU #Semiconductors #AIInfrastructure #StorageCycle #LongSetup
๐
Entry: 0.00 ๐ฅ
Target: 0.00 ๐
Stop Loss: 0.00 โ ๏ธ
Guotai Junan Hong Kong sees the overseas tech stack as still supported by AI capex, storage pricing, and advanced packaging demand. The message is simple: short-term valuation pressure can create volatility, but the broader semiconductor and infrastructure trend remains intact.
Storage stands out as a key theme, with NAND and DRAM pricing expected to improve. That keeps the risk-reward profile favorable for names tied to AI buildout and memory cycle recovery.
Not financial advice. Manage your risk.
#MU #Semiconductors #AIInfrastructure #StorageCycle #LongSetup
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