Siriusrey
07-05

Just go to any electronic gadget stores and you will see how much the price of a 1TB SSD shoots up 400% due to high demand and few flash memory supply. No one knows whether this is just a phase of a revolution due to AI. 

Last time flash drives was given as free bies when purchasing any electronic products but now its price becomes like a new gadget. 

Lets see how it goes this coming week.

Trade well😎

SanDisk Surges 35% in a Week — Is Capacity Locked Through 2028?
Memory's best week of the year. SanDisk +35% on closing prices ($1,212.21 → $1,641.11), Micron +2.30% for a fourth straight gain, Western Digital +4.41%, SK Hynix +0.40%. Beyond the Investor Day roadmap: eight signed customer agreements covering ~half of FY27 capacity and two-thirds of FY28, plus HBF samples for AI inference customers next year — the basis for that 80% gross margin target. Bears point to yen appreciation eroding it, given Japanese production, and Druckenmiller exited Micron in Q2. SanDisk, Micron, SK Hynix, or Western Digital?
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