supplytightness

$SNDK TARGET NAIK MENJADI $2500 – SINYAL BELI KUAT 🔥

Target: $2500 🚀

Analis Citigroup menaikkan target harga SanDisk dari $2025 menjadi $2500, dengan mempertahankan peringkat Buy. Pemicunya? Laporan keuangan Micron menunjukkan bahwa pasar NAND akan tetap ketat hingga 2027, yang mendukung kekuatan penetapan harga secara berkelanjutan. Ini adalah pergeseran struktural dalam penawaran-permintaan — bukan lonjakan sementara.

Potensi kenaikan tersirat sebesar 23% selaras dengan pengetatan fundamental yang sama yang mendorong reli-reli sebelumnya di sektor memori. Apakah Anda menambah eksposur di sini atau menunggu koreksi kembali ke zona $2025?

Bukan nasihat keuangan. Selalu kelola risiko Anda.

#SNDK #Bullish #PriceTarget #AnalystUpgrade #SupplyTightness

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$KABUTO TARGET UP 35% AS NAND SUPPLY TIGHTENS THROUGH 2027 🔥

Entry: 103,850 🔥
Target: 140,000 🚀

Citigroup just raised their target on Kabuto from 73,000 to 140,000 yen, citing enterprise SSD demand and persistent NAND tightness. The 35% upside is aggressive, but the bank projects operating margins above 80% from FY3/27 onward. Data center demand is “extremely strong” and supply shortages may stretch until 2027. Long-term supply agreements could reduce earnings volatility and shrink the valuation discount historically applied to this name.

The key risk remains a strengthening yen — every 1 yen appreciation shaves 40 billion yen off operating profit. Are you leaning into this structure or waiting for a clearer entry?

Not financial advice. Always manage your risk.

#KABUTO #NAND #BullishSetup #EarningsGrowth #SupplyTightness

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