B. I think 3D-NAND may be ente-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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B. I think 3D-NAND may be entering a cooling phase, but DRAM and especially HBM still have stronger structural support from AI data-centre demand. The bigger risk for Micron is whether weaker NAND pricing eventually spreads into conventional DRAM expectations. I would watch memory pricing, inventory levels and 2027 capacity additions closely before calling this a broader cycle peak.

# Micron Gives Back 5.9% — Was the Memory Rally Just Two Days?

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Read it as digestion of Thursday's spike — the session KOSPI ran up 18%. Micron is still ~39% off its highs, and the sell side splits between \"high-risk, high-reward\" accumulation and refusing the dip outright. SanDisk and Western Digital report Wednesday. Customers confirm the shortage, but the tape just gave back gains — bounce or trend?","image":"https://community-static.tradeup.com/news/e4fbb042d140568fff1feb371b4d32bc"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>B. I think 3D-NAND may be entering a cooling phase, but DRAM and especially HBM still have stronger structural support from AI data-centre demand. The bigger risk for Micron is whether weaker NAND pricing eventually spreads into conventional DRAM expectations. I would watch memory pricing, inventory levels and 2027 capacity additions closely before calling this a broader cycle peak.</body></html>","htmlText":"<html><head></head><body>B. I think 3D-NAND may be entering a cooling phase, but DRAM and especially HBM still have stronger structural support from AI data-centre demand. The bigger risk for Micron is whether weaker NAND pricing eventually spreads into conventional DRAM expectations. I would watch memory pricing, inventory levels and 2027 capacity additions closely before calling this a broader cycle peak.</body></html>","text":"B. I think 3D-NAND may be entering a cooling phase, but DRAM and especially HBM still have stronger structural support from AI data-centre demand. The bigger risk for Micron is whether weaker NAND pricing eventually spreads into conventional DRAM expectations. 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