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😎

Two-Thirds of Next Year's Capacity Already Sold — Who's Still Shorting Memory?
Memory led Tuesday's rally as the Nasdaq closed at a record: SanDisk +6.82% to $1,887.04, Micron +5.00% to $1,096.16, SK Hynix +3.45% to $195.37. Rosenblatt started SanDisk at Buy, target $2,400, and about two-thirds of its next-year capacity is already contracted; Bernstein puts Samsung's Q3 HBM revenue up 72% QoQ. Bears had their own headlines: Michael Burry added to his Micron short on Acer's supply warning, and Micron's $25B Taiwan fab faces a possible strike — the stock rose anyway. Selling next year's capacity now: locking in profit, or borrowing from the upside?
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