Now that it’s gotten to this point, the most I have to apologize for is my family.........
Samsung’s Q2 earnings profit surged 19x—meeting expectations, yet it still fell 10%
Good news gets cashed in; money is exiting—the logic is very clear: sell the news
This is a good thing～
Like how many times has Nvidia $NVDA reported an earnings beat and didn’t drop?
Many people say the storage narrative is over—I raise both hands 🙋 in opposition. There’s currently no sign that “storage won’t be short” anymore.
It’s just that recently, the whole memory sector has been under pressure due to public opinion from multiple sides and the Bank of Korea calling out and urging deleveraging, which has made sentiment a bit fragile.
Even if CXMT goes public, the impacted part is DRAM
HBM is still the one and only exclusive “king” among the memory trio that really gets to eat
Even for DRAM, there’s still half a year of honeymoon time
In the future, there’s embodied intelligence too—storage demand can only increase
On Friday, Micron’s ADR—think about it: is it institutions trying to get cheap chips to board the trade?
In investing, it’s always the butt that decides the head—if you’re on the car, you’re definitely going to shout “bullish,” bro
$DRAMB $MUB
Samsung’s Q2 earnings profit surged 19x—meeting expectations, yet it still fell 10%
Good news gets cashed in; money is exiting—the logic is very clear: sell the news
This is a good thing～
Like how many times has Nvidia $NVDA reported an earnings beat and didn’t drop?
Many people say the storage narrative is over—I raise both hands 🙋 in opposition. There’s currently no sign that “storage won’t be short” anymore.
It’s just that recently, the whole memory sector has been under pressure due to public opinion from multiple sides and the Bank of Korea calling out and urging deleveraging, which has made sentiment a bit fragile.
Even if CXMT goes public, the impacted part is DRAM
HBM is still the one and only exclusive “king” among the memory trio that really gets to eat
Even for DRAM, there’s still half a year of honeymoon time
In the future, there’s embodied intelligence too—storage demand can only increase
On Friday, Micron’s ADR—think about it: is it institutions trying to get cheap chips to board the trade?
In investing, it’s always the butt that decides the head—if you’re on the car, you’re definitely going to shout “bullish,” bro
$DRAMB $MUB
