$SNDK All storage will be taken down by CXMT? /*?*/ CXMT’s profit margin hit 82%, leaving Micron and Samsung far behind, with revenue growing tenfold year over year.
While the three giants are busy with HBM, CXMT has eaten into the standard DRAM market share. With low costs, fast growth, and pricing power being slowly taken away. In history, when new players enter with low prices, both the profits and stock prices of longtime incumbents are put under pressure.
This is the strongest bearish signal—short!!⬇️⬇️⬇️
While the three giants are busy with HBM, CXMT has eaten into the standard DRAM market share. With low costs, fast growth, and pricing power being slowly taken away. In history, when new players enter with low prices, both the profits and stock prices of longtime incumbents are put under pressure.
This is the strongest bearish signal—short!!⬇️⬇️⬇️
