Intel CEO: Memory Price Hikes to Persist Through 2028
Hi Everyone! The big day is coming!
Memory prices soaring till 2028? Already eyeing Micron but worried about timing—anyone here holding cyclical chip stocks and planning when to sell?
Cathie Wood is doubling down on NVIDIA again! I’ve followed her picks before and had mixed results—do you think this is a smart contrarian play or just chasing the AI hype?
Follow me !
1. Hot Take: $Intel(INTC)$CEO Pat Gelsinger predicts the ongoing memory price surge will extend all the way to 2028—signaling a prolonged upcycle for the storage chip sector.
Now we collect some 💰 Trading Insights:
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Storage chips are in a super cycle with strong momentum
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$Micron Technology(MU)$and Samsung stand to be the biggest beneficiaries
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For cyclical stocks: Buy early in the cycle, sell before the late stage to lock in gains
🎮 Poll: How much did your current phone cost? Will you upgrade after prices rise further in 2026?[Call][Call]
📉 Cathie Wood’s Contrarian Move: Doubling Down on $NVIDIA(NVDA)$
Hot Take: Amid market volatility, Cathie Wood of ARK Invest is increasing her position in NVIDIA—sticking to her signature contrarian strategy.$ARK Innovation ETF(ARKK)$
💰 Trading Insights:
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Cathie Wood is known for "buying more as prices drop" during pullbacks
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However, ARK funds have delivered underwhelming performance in recent years—avoid blind following
🎮 Poll: Would you follow Cathie Wood’s lead?[Happy]
A. Yes, her research is in-depth and credible[Miser]
B. No, I trust my own analysis and decisions[Duh]
C. I’ll use it as a reference but not copy blindly[Thinking]
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