I am bullish on the memory-chip sector because AI infrastructure requires not only GPUs and HBM, but also high-capacity storage and enterprise SSDs. SK hynix’s
$SK hynix(SKHY)$ strong results reinforce my confidence that demand remains robust.
For $SanDisk Corp.(SNDK)$ , I think rising NAND prices and stronger enterprise storage demand could support revenue growth and margin expansion. However, with expectations already high, I believe forward guidance will matter more than simply beating earnings estimates.
My prediction is B: a gain of 5%–10% after earnings. I remain optimistic about the long-term memory cycle, but I will avoid chasing the rally and prefer to accumulate gradually during pullbacks. For me, discipline matters more than trying to catch every short-term move.
@Tiger_comments @TigerStars @TigerClub @Tiger_Earnings
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