Tech stocks and other long-dur

Tech stocks and other long-duration stocks were sold off excessively at the beginning of the U.S. and Iran war. Their stock prices were definitely overcorrected. With their AI investment now spilling into physical infrastructure, compelling defensive value opportunities present. $Seagate Technology PLC(STX)$ is top pick here with its critical role in AI infrastructure, strong institutional momentum and bullish analyst targets.Thanks @Tiger_comments @1PC @icycrystal @TigerStars @Tiger_SG

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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With their AI investment now spilling into physical infrastructure, compelling defensive value opportunities present. <a href=\"https://ttm.financial/S/STX\">$Seagate Technology PLC(STX)$</a> is top pick here with its critical role in AI infrastructure, strong institutional momentum and bullish analyst targets.Thanks <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/3574752437126777\"> @1PC </a><a href=\"https://ttm.financial/U/4132300740238052\"> @icycrystal </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/a2877fe8ae3f6a667c463260b638c10a\"></t-t></body></html>","htmlText":"<html><head></head><body>Tech stocks and other long-duration stocks were sold off excessively at the beginning of the U.S. and Iran war. Their stock prices were definitely overcorrected. 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