setia100
08-01 13:45

Doesn't make sense ❗The markets are showing bullish on memory stocks but I don't see any backlogs numbers of the memory chips from these companies ❗❗❗

6 months, 1 years, ....etc backlog ❓

Micron +18%, SanDisk +26%: Is It Time to Chase the Memory Rebound?
Memory staged a violent Thursday rally: Micron +18.36%, SanDisk +25.99%, SK Hynix +17.52%, the DRAM ETF +16.70%; 3x inverse semis (SOXS) collapsed 26.29%. Drivers: Samsung's ~13-fold profit surge and an oversold bounce. After the close, Apple and Amazon management both flagged soaring memory costs and tight supply, lifting the group again after hours — SanDisk +4.61%, SK Hynix +3.76%. Trend restart or short squeeze?
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