New Intel, Sandisk, AMAT DLCs Now Listed

Societe Generale has also expanded its US Stock DLC range with new 3x Long and Short DLCs on $Intel(INTC)$ $SanDisk Corp.(SNDK)$ and $Applied Materials(AMAT)$ , providing investors with more opportunities for leveraged and inverse exposure to the semiconductor sector.

This is in addition to the existing US Stock DLC range, which offers investors up to 5x leveraged and inverse exposure of US Stocks during SGX market hours.

Investors can obtain exposure to semiconductor stocks like $Micron Technology(MU)$ and $NVIDIA(NVDA)$ in addition to the newly-listed DLCs.

See the full list of DLCs on dlc.socgen.com

This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not form part of any offer or invitation to buy or sell any daily leverage certificates (the “DLCs”), and nothing herein should be considered as financial advice or recommendation. The price may rise and fall in value rapidly and holders may lose all of their investment. Any past performance is not indicative of future performance. Investments in DLCs carry significant risks, please see dlc.socgen.com for further information and relevant risks. The DLCs are for specified investment products (SIP) qualified investors only.

Memory Prices Just Confirmed by Their Biggest Buyer — So Why Are Memory Stocks Lagging?

The odd corner of Thursday's rally was memory. Nvidia had just named memory costs in its Q4 margin outlook — the industry's biggest buyer confirming pricing power — and memory still sat out: Micron −0.32%, SanDisk −0.96%, SK Hynix +2.27%, against SOXL +5.53% and Nvidia +8.74%. The likely reason is that the cycle is already discounted: over the past month the chain has priced Xiaomi's margin hit, Intel GPUs up 48%, and Nvidia passing 15%+ to customers. Samsung's 110tn won payout plan did not buy a bid either. Buy the dip in Micron and Hynix, or has pricing power peaked?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

bubblyx
08-27
bubblyx
From a capex cycle angle, AMAT usually gives the earlier read than chip names. These DLCs are more a trading tool than real alpha though
twisty
08-27
twisty
Finally got 3x on Intel and AMAT too. Sector rotation gets way cleaner when you can pair equipment with memory names