Yup. The bull will charge agai-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Yup. The bull will charge again.

Every data center needs not just the energy but also the memory to store these data.

Aren't they building more data centres? It cant be left empty but to be filled with MEMORIES! 😆

HBM, SSDs and Permits — Which Memory Signal Comes First?

Memory stocks rebounded Friday after Thursday’s AI-policy selloff: Micron gained 4.75%, SanDisk 3.57%, and SK Hynix 2.78%. Micron must show HBM contracts holding on price and volume; SanDisk faces cloud-inventory and SSD-pricing tests; Hynix needs U.S. permits and a clear expansion timeline. Bulls say supply remains tight; bears cite approval delays, cloud budgets, and cyclical pricing risks. Which offers the first hard proof: HBM contracts, SSD orders, or permits?

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