Memory price increase so much.-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Memory price increase so much. Will china or other countries increase production too, just like the face mark price last time during beginning of covid? Instead of chasing hype, it is better focus on long term dividend growth stocks..

Memory Enters Bear Market: Micron -30% From Highs, Yet SanDisk Still +580% YTD — Make Sense of It?

The memory sector kept diverging Friday: SanDisk (SNDK) −3.99%, Micron (MU) −0.50%, while SK Hynix (SKHY) edged up 1.13%. The contrast is stark — memory chips have "officially entered a bear market," with Micron down 30% from its peak despite surging AI demand, yet SNDK is still up 580% YTD and called a screaming buy, and Micron draws bulls on strong Q3 results and raised guidance. Seeking Alpha flags Hynix's HBM tailwinds but warns on ADR premium and cyclicality. With "bear market" and "+580% YTD" coexisting, do you trust the AI supercycle — or a cycle peak?

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

We need your insight to fill this gap

Leave a comment

1

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":587814955978960,"tweetId":"587814955978960","gmtCreate":1784539695937,"gmtModify":1784539698899,"author":{"id":3567497553453071,"idStr":"3567497553453071","authorId":3567497553453071,"authorIdStr":"3567497553453071","name":"NFTGR","avatar":"https://static.tigerbbs.com/ab47367525b6e6b9c6093ea906b80889","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":12,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.48%","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"972123088c9646f7b6091ae0662215be-3","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":103,"starInvestorFlag":false},"themes":[{"themeId":"1b3ac7ea6ac64d779a5f87ff323bc15f","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Memory Enters Bear Market: Micron -30% From Highs, Yet SanDisk Still +580% YTD — Make Sense of It?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":1b3ac7ea6ac64d779a5f87ff323bc15f}&rnconfig={\"headerBarHidden\": true}","description":"The memory sector kept diverging Friday: SanDisk (SNDK) −3.99%, Micron (MU) −0.50%, while SK Hynix (SKHY) edged up 1.13%. The contrast is stark — memory chips have \"officially entered a bear market,\" with Micron down 30% from its peak despite surging AI demand, yet SNDK is still up 580% YTD and called a screaming buy, and Micron draws bulls on strong Q3 results and raised guidance. Seeking Alpha flags Hynix's HBM tailwinds but warns on ADR premium and cyclicality. With \"bear market\" and \"+580% YTD\" coexisting, do you trust the AI supercycle — or a cycle peak?","image":"https://community-static.tradeup.com/news/c264d6cfbdb2950077b0a99b21561d15"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>Memory price increase so much.&nbsp; Will china or other countries increase production too, just like the face mark price last time during beginning of covid? Instead of chasing hype,&nbsp; it is better focus on long term dividend growth stocks..&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>Memory price increase so much.&nbsp; Will china or other countries increase production too, just like the face mark price last time during beginning of covid? Instead of chasing hype,&nbsp; it is better focus on long term dividend growth stocks..&nbsp;</p></body></html>","text":"Memory price increase so much. Will china or other countries increase production too, just like the face mark price last time during beginning of covid? Instead of chasing hype, it is better focus on long term dividend growth stocks..","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/587814955978960","repostId":0,"isVote":1,"tweetType":1,"viewCount":173,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":196,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/587814955978960"}