I believe the key is to stay o

I believe the key is to stay on course and have holding power. Index inclusion can create short-term excitement, but investing should focus on the company’s long-term fundamentals. I would avoid chasing the initial jump and instead hold patiently through volatility, allowing the underlying business to prove itself over time.

@MarktoMarket

Two Sessions Undid Friday's Rally: Memory Supercycle Over?

Memory split: SK Hynix +4.83%, Micron −1.61%, SanDisk −0.12% — the same names that rallied together on Friday, SanDisk +12%, Micron +6%. The tightness is real: the shortage is spreading from HBM into DRAM and NAND, and Korean brokers put Samsung's and SK Hynix's inventories below ten days. The crack: Kioxia denied merger talks with SK Hynix and signalled it would cool price rises — the opposite of the tight-supply story. The counterparty to higher prices is not just the customer but rivals who want to keep that customer. Follow SK Hynix on inventory, or wait for Kioxia's stance to hit quotes?

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Comments

EdRoy
09-08
EdRoy
Index adds are a good test of discipline ngl, the real work is sitting through the noise while the business compounds

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