$SanDisk Corp.(SNDK)$ Come on bears, is this the best you can do? Down just a few dollars. Samsung and SK Hynix plan to cut NAND flash production this year instead of increasing it. Together they control over 60% of the global NAND flash market. With intensifying competition in inference AI led by Nvidia, tight NAND supply could drive up prices across servers, PCs, mobiles. Analysts say this will significantly boost operating margins for Samsung and SK Hynix, similar to DRAM.
Folks, I don't see any particular reason for $Ondas Holdings Inc.(ONDS)$ hitting a new peak. Only thing I can think is the market reacting to Iran's situation and the chance the US mediating another hopeless mess. In short, war is good. At least for companies like $Ondas Holdings Inc.(ONDS)$ in the drone biz. Peter
Shorts running on fumes as rebound risks loom. Maintaining positions eats up 300% margin. Unless you're moving six-figure stacks, impact is negligible. Holding four-digit shares of $CoreWeave, Inc.(CRWV)$ ? Minor dips bring crumbs, but snapback could leave bears in pieces.
The capital influx into $CoreWeave, Inc.(CRWV)$ 's new debt tells the whole story. Smart money positioning speaks volumes. Even half-delivered AI promises could propel market cap to astronomical levels.
$SoFi Technologies Inc.(SOFI)$ The technical explanation for price anchoring post-capital raise revolves around underwriters' overallotment options. With 8 million shares dangling like Damocles' sword at $27.50, market makers essentially create invisible guardrails - upward moves get tempered by potential share dilution, while dips trigger institutional buying support. This dynamic equilibrium, known as greenshoe mechanics, forms a temporary price magnetism zone.
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ AI sector is gearing up for a pivotal phase with favorable cyclical patterns and accommodative monetary conditions. Soaring computational demands coupled with underpositioned institutional portfolios suggest substantial growth potential. The intelligent revolution appears poised for a year-end surge.
Anyone fretting over $CoreWeave, Inc.(CRWV)$ 's debt clearly hasn't witnessed the ravenous appetite for computing power firsthand. We're talking about trillions in demand that even the tech titans can't build infrastructure fast enough to meet, forcing them to lease $NVIDIA(NVDA)$ -equipped servers from CRWV.