L.Lim
07:37
Isn't that wonderful, any rally could be cut in half by another disruption, but the rally came in so hard and so quickly that investors might just want that to scrape out good value.
I felt that the war had minimal impact, the stock market was waiting on any "good news" from the man in the white house, so it could start climbing. By the time the ceasefire was agreed, it felt like nothing too significant happened since everyone already was recovering.
I wonder if the ceasefire does not hold, and the reaction of the market, would there even be a big slide
The Hormuz chokehold will indeed not be going away any time soon, so what are we really rebounding so quickly for...
Micron Surges 8%, SanDisk Nears $800: DRAM Bull Continues?
Micron jumped 7.72% to $406.73 as KeyBanc maintained its bullish rating, citing clear upside signals in DRAM spot prices — reviving institutional conviction in the memory cycle inflection narrative, amplified by broad market relief following the U.S.-Iran ceasefire. The stock has rebounded over 20% from its $337 low, with $400 now a key support test. SanDisk surged 9.86% to $780.90, with the $800 level now in sight. Can rising DRAM prices translate into earnings estimate upgrades? Will you bet on Micron or other names in the space?
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Comments

  • Mayflying
    16:16
    Mayflying
    The war does have massive impacts, even to average citizens in other parts of world that is not inflicted by the tragical brutalities. It seems, so far, isolated, but we are not, that’s why the government issued new round of support measures for the public. And the impact on the stock market and oil prices are much more pronounced [Facepalm]
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