$SanDisk Corp.(SNDK)$ Can we s-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$SanDisk Corp.(SNDK)$

Can we see 1850 and 1900? If yes, next week 2000. Let's go! 🚀🚀🚀

- this is not financial advice

CXMT DRAM Breakthrough Hammers Memory and Optical Stocks — Panic or Repricing?

AI hardware sold off hard Monday: SanDisk -5.97%, Lumentum -9.78%, Micron -3.88%, SK Hynix -4.02%. Trigger: CXMT's president announced a 4F² DRAM architecture breakthrough at a weekend conference, targeting server memory by end-2026 — reviving fears of Chinese competition on pricing. Broadcom CEO Hock Tan warned capital, not chips, is now AI's primary bottleneck. Bulls say CXMT still faces major yield hurdles before any volume ramp; bears say once markets price in Chinese DRAM competition, fundamentals can't stop the re-rating. Has this changed your conviction in memory stocks?

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Comments

jazzyloo
08-17
jazzyloo
2000 looks doable, memory turn feels stronger than people thought. You think 1900 gets tagged first?

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