$SanDisk Corp.(SNDK)$,$Western

3
1
Favorite

Aqa
00:19

$SanDisk Corp.(SNDK)$,$Western Digital(WDC)$ and other stocks have recovered today. Meanwhile $Alphabet(GOOG)$’s stock has continued to dive further -1.35% today, This shows that Google research’s new compression method that reduce the amount of memory required to run large language models by six times is not market shaker. The previous days’ sell-off of the other AI stocks was likely profit-taking and Google's research could actually lead to more advanced AI which will eventually need more memory chips. Do buy the dip with due diligence. Good luck!🍀 Thanks @Tiger_comments @TigerStars @Tiger_SG @icycrystal Thanks for sharing.👍🏻

# Micron, SNDK Selloff on TurboQuant: Overreaction or Time to Cool Down?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（1）

Top
Latest

icycrystal
·14:04
thanks for sharing
Reply
1
Report

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":547241768211224,"tweetId":"547241768211224","gmtCreate":1774628363468,"gmtModify":1774629373551,"author":{"id":4091884160412060,"idStr":"4091884160412060","authorId":4091884160412060,"authorIdStr":"4091884160412060","name":"Aqa","avatar":"https://community-static.tradeup.com/news/4a899a6e247bc68815d3a2da3b82a81a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":659,"starInvestorFlag":false},"themes":[{"themeId":"20354c1a80c442aaa81df59e8ec3408e","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Micron, SNDK Selloff on TurboQuant: Overreaction or Time to Cool Down?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":20354c1a80c442aaa81df59e8ec3408e}&rnconfig={\"headerBarHidden\": true}","description":"$Micron Technology (MU), $SanDisk (SNDK), $Western Digital (WDC), and $Seagate Technology (STX) fell 3–6% even as the $Nasdaq-100 rose.\n\nThe debate: does TurboQuant reduce memory demand — or unlock more usage? Morgan Stanley says it only optimizes inference KV cache, not HBM or training. Others warn efficiency could pressure total capacity needs.\n\nWith capex surging and expectations high,\nis this an overreaction —\nor the first crack in AI memory demand?","image":"https://community-static.tradeup.com/news/01fb544710bfb44a79866be5eeb61fbe"}],"images":[{"img":"https://community-static.tradeup.com/news/e43a5f07e4e6a2df11eda53f93d37246"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/e43a5f07e4e6a2df11eda53f93d37246"}],"html":"<html><head></head><body><a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a>,<a href=\"https://ttm.financial/S/WDC\">$Western Digital(WDC)$</a> and other stocks have recovered today. Meanwhile <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a>’s stock has continued to dive further -1.35% today, This shows that Google research’s new compression method that reduce the amount of memory required to run large language models by six times is not market shaker. The previous days’ sell-off of the other AI stocks was likely profit-taking and Google's research could actually lead to more advanced AI which will eventually need more memory chips. Do buy the dip with due diligence. Good luck!🍀 Thanks <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"https://ttm.financial/U/4132300740238052\"> @icycrystal </a>Thanks for sharing.👍🏻 <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/e43a5f07e4e6a2df11eda53f93d37246\"></t-t></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a>,<a href=\"https://ttm.financial/S/WDC\">$Western Digital(WDC)$</a> and other stocks have recovered today. Meanwhile <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a>’s stock has continued to dive further -1.35% today, This shows that Google research’s new compression method that reduce the amount of memory required to run large language models by six times is not market shaker. The previous days’ sell-off of the other AI stocks was likely profit-taking and Google's research could actually lead to more advanced AI which will eventually need more memory chips. Do buy the dip with due diligence. Good luck!🍀 Thanks <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"https://ttm.financial/U/4132300740238052\"> @icycrystal </a>Thanks for sharing.👍🏻 <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/e43a5f07e4e6a2df11eda53f93d37246\"></t-t></body></html>","text":"$SanDisk Corp.(SNDK)$,$Western Digital(WDC)$ and other stocks have recovered today. Meanwhile $Alphabet(GOOG)$’s stock has continued to dive further -1.35% today, This shows that Google research’s new compression method that reduce the amount of memory required to run large language models by six times is not market shaker. The previous days’ sell-off of the other AI stocks was likely profit-taking and Google's research could actually lead to more advanced AI which will eventually need more memory chips. Do buy the dip with due diligence. Good luck!🍀 Thanks @Tiger_comments @TigerStars @Tiger_SG @icycrystal Thanks for sharing.👍🏻","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/547241768211224","repostId":0,"isVote":1,"tweetType":1,"viewCount":235,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["WDC","GOOG","SNDK"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":547,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":547444563920080,"commentId":"547444563920080","gmtCreate":1774677886207,"gmtModify":1774677891619,"authorId":4132300740238052,"author":{"id":4132300740238052,"idStr":"4132300740238052","authorId":4132300740238052,"name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":547241768211224,"objectIdStr":"547241768211224","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"thanks for sharing","text":"thanks for sharing","html":"thanks for sharing","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}