ginnifer
ginnifer
No personal profile
15Follow
2Followers
0Topic
0Badge
amazing
@Jason Ewe:While the broad market rallies, $Micron Technology(MU)$  and $SanDisk Corp.(SNDK)$  sliding tells me this is less about fundamental flaws and more about a textbook sector rotation and short-term profit-taking. Given that both companies are operating in a historic AI memory supercycle with locked-in server demand, this divergence presents a compelling "buy the dip" opportunity rather than a reason to panic. In fact, management has confirmed that their order books are completely maxed out and sold out through 2027 making the outlook for the upcoming years incredibly bullish. However, because these stocks have run up massively, the smartest move is to scale in slowly via dollar-cost averagi
loading up on more $Roundhill Memory ETF(DRAM)$  if memory chips continue to dip  i believe that the AI cycle is only in its starting stage and there is more to come at least in the next 1-2 years. Samsung has mentioned that they predict suppled-damand gap will further worsen since their orderbooks for 2027 are already fulfilled. With SK coming into US market during the summer, i expect to see greater volatility in the stock & overall growth of DRAM ETF. Exciting times to come.
avatarginnifer
2025-02-12

Go to Tiger App to see more news