I’m going with C — stay bullis-To The Moon - Tiger Brokers Online Investing Community

I’m going with C — stay bullish, but focus on infrastructure. 🤖📈

AI models may face more scrutiny, but the demand for chips, memory, power, networking and data centers doesn’t disappear overnight. With Triple Witching potentially amplifying short-term volatility, I’d focus more on CAPEX, orders and earnings guidance than one week of options flows.

The key question: Are AI infrastructure budgets still rising? 👀

Memory Stocks Diverge — Is the Price-Hike Narrative Fading?

Memory came apart Tuesday, a day after moving as a bloc: Micron +0.39% to $927.60, SK Hynix −0.46% to $174.83, SanDisk −1.36% to $1,530.89, Western Digital about −4%, Seagate about −5%. SanDisk refinanced its credit facility, which sharpens the valuation argument in a group priced on prices going up. Micron holding its ground says the demand side has not gone with the rest; Micron also reports Sept 30, the next real read on quotes and orders. One price-increase story cannot carry five names moving in three directions — some part of it is wrong. Is the memory reflation thesis still one story?

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