Isn't that wonderful, any rally could be cut in half by another disruption, but the rally came in so hard and so quickly that investors might just want that to scrape out good value.
I felt that the war had minimal impact, the stock market was waiting on any "good news" from the man in the white house, so it could start climbing. By the time the ceasefire was agreed, it felt like nothing too significant happened since everyone already was recovering.
I wonder if the ceasefire does not hold, and the reaction of the market, would there even be a big slide
The Hormuz chokehold will indeed not be going away any time soon, so what are we really rebounding so quickly for...
Micron Surges; SNDK to Join Nasdaq! Is HBM4 AI Power Crisis Fix?
Micron soared 9.17% to $465.66 after the company published a report positioning HBM4 memory and next-gen SSDs as core energy-efficiency solutions for AI data centers. SanDisk pulled back 0.84% to $944.46 following a 12%+ two-day surge, with intraday volatility of 6.6% signaling active bull-bear contestation.
Bernstein's $1,250 target anchoring the mid-term upside.
How do you read yesterday's divergence between Micron and SNDK — is SNDK overextended, making other memory names the better trade, or do you stay with the leader?
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