To The Moon

Classic “buy the rumour, sell the news” playing out in real time. $SanDisk Corp.(SNDK)$ A new NAND node launch was never going to override positioning and macro-driven profit-taking after a massive run. What matters more is whether AI-driven storage demand actually keeps tightening supply over the next 2–3 quarters — that’s the real supercycle test, not a single product release. Right now this looks more like de-risking + rotation (especially after hot jobs data) than a thesis breakdown. But if DRAM/NAND pricing weakens alongside capex slowdowns, then the narrative gets stress-tested fast. Volatility like this is usually where the conviction gap shows up.

What actually happened this week is three separate things colliding at once, and they need to be separated before you make any positioning decision. What Actually Caused the Drop The BiCS10 announcement had almost nothing to do with the selloff. The new 10th-generation 3D NAND chip launched on the same day the stock fell 14%. The market did not sell SanDisk because the product is bad. It sold because a stock up 858% year to date has no margin for error when sentiment shifts, regardless of what is on the press release. Three things hit simultaneously. The June jobs report printed 57,000, well below expectations, with prior months revised down 74,000 combined. Weak jobs data raises the question of whether AI capex cycles slow. That question, even when premature, is enough to trigger profit-t

Just go to any electronic gadget stores and you will see how much the price of a 1TB SSD shoots up 400% due to high demand and few flash memory supply. No one knows whether this is just a phase of a revolution due to AI.  Last time flash drives was given as free bies when purchasing any electronic products but now its price becomes like a new gadget.  Lets see how it goes this coming week. Trade well😎

The past two trading sessions have been painful for semiconductor investors. $闪迪(SNDK)$ $美光科技(MU)$ The Philadelphia Semiconductor Index has fallen more than 10% in just two days, with every single constituent ending in the red. Yet the broader market tells a completely different story. The S&P 500 has remained relatively stable, the Dow has pushed to fresh all-time highs, and the equal-weight S&P 500 has also continued making new highs. Same market. Two completely different stories. That tells us something important: this isn't broad market liquidation. It's sector rotation. Capital is moving into defensive sectors such as healthcare, consumer staples, and utilities. More than 350 stocks in the S&am

A 14% decline is painful, but by itself it does not invalidate the memory supercycle. Memory stocks are among the most cyclical and sentiment-driven names, so sharp corrections after strong rallies are common. The key questions are whether: HBM and enterprise SSD demand remain strong. Customer inventory stays healthy rather than building excessively. Pricing for DRAM and NAND remains firm over the next few quarters. If those fundamentals remain intact, this looks more like a valuation reset than the end of the cycle. If, however, hyperscalers begin cutting AI infrastructure spending or memory pricing weakens materially, then the thesis would deserve reassessment. Rather than trying to call the exact bottom, I would prefer averaging in gradually over several tranches. That captures potentia

Taking a hard look at the actual numbers on $Micron Technology(MU)$ after it wrapped up the session at 975.56. The massive run-up we saw through the middle of June has completely retraced, which leaves us with a highly volatile setup. My plan from here is completely straightforward. On the upside, buyers have to actively reclaim and hold a spot above 1032 to prove that a real recovery is starting. On the downside, my line in the sand is the major support shelf at $950. If the stock drops and stays below 950, the immediate bullish case is completely broken and I am cutting active positions to protect my capital. Keep it simple and CHECKİNG $SPDR S&P 500 ETF Trust(SPY)$

Micron's sharp 10% drop—part of a deeper multi-day slide erasing over 16% of its value—presents a classic stock market paradox. It happened right on the heels of a blockbuster Q3 earnings report where $Micron Technology(MU)$ posted a record $41.46 billion in revenue (up 346% year-over-year) and guided an even stronger Q4. When a company posts the best quarter in its history and the stock plunges, it is a clear sign that the macro mechanics of the market are shifting. Overvalued or Short-Term Correction? It is both. The drop is a sharp short-term correction triggered by peak optimism, but it exposes underlying structural debates about the memory sector's long-term valuation. Several intersecting factors drove this specific selloff: Classic "Sell the

For period 24 June to 1 July 2026: The top gainer for the week was $Sunny 5xShortSG270112(UYNW.SI)$ which surged 122% as $SUNNY OPTICAL(02382)$ tumbled close to 20% over the same period after their proposal to issue offshore yuan-denominated bonds triggered a selloff. Check latest list for Top Movers for the day in our website home page on dlc.socgen.com This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not form part of any offer or invitation to buy or sell any daily leverage certificates (the “DLCs”), and nothing herein should be considered as financial advice or recommenda

$Micron Technology(MU)$   $SanDisk Corp.(SNDK)$   Both Micron (MU) and SanDisk (SNDK) plunged respectively 10++% and 26++%, signaling opportunities to buy again. SanDisk shares plunged 26% for the week due to aggressive profit-taking and a sector-wide rotation away from artificial intelligence hardware into AI software stocks.  The steep sell-off came despite an explosive 858% first-half rally and bullish price target upgrades from analysts like Bernstein. The recent decline was compounded by broader market forces and specific tech news: Sector-wide rotation:  Investors cashed out historic gains across memory and AI hardware n

good timing to earn future money

good timing to earn future money

Definitely Micro is in a Bull market wash out , price is heading higher 

[Glance]  [Cry]  [What]  

This is what I am looking for 

Read more about this post 

Demand for $Micron Technology(MU)$  DDR memory is high with months of limited supply at very high prices. Micron is forecast to benefit from this trend with high future memory prices and contracts linked to current prices which continue to be high 

Hi, I think micron is a great company and it has never change. I believe in it and will continue to do better. Competition is always good! 

$Micron Technology(MU)$   “How about this?” Trump wrote in a social-media post Thursday. “Micron, a GREAT American Company, announced that they are putting in 250 Million Dollars into the Trump Accounts for the future benefit of children . . . Thank you Micron!” The memory-chip maker was falling early Thursday, down 4% at $990.3, after a sharp 10.6% drop in the previous session. The move came despite its rivals SK Hynix and Samsung tumbling in South Korean trading Thursday.

Yes. Over valued. Time to retreat. At least 10%.

$MU$  Discounted Stock!

What actually happened this week is three separate things colliding at once, and they need to be separated before you make any positioning decision. What Actually Caused the Drop The BiCS10 announcement had almost nothing to do with the selloff. The new 10th-generation 3D NAND chip launched on the same day the stock fell 14%. The market did not sell SanDisk because the product is bad. It sold because a stock up 858% year to date has no margin for error when sentiment shifts, regardless of what is on the press release. Three things hit simultaneously. The June jobs report printed 57,000, well below expectations, with prior months revised down 74,000 combined. Weak jobs data raises the question of whether AI capex cycles slow. That question, even when premature, is enough to trigger profit-t

Classic “buy the rumour, sell the news” playing out in real time. $SanDisk Corp.(SNDK)$ A new NAND node launch was never going to override positioning and macro-driven profit-taking after a massive run. What matters more is whether AI-driven storage demand actually keeps tightening supply over the next 2–3 quarters — that’s the real supercycle test, not a single product release. Right now this looks more like de-risking + rotation (especially after hot jobs data) than a thesis breakdown. But if DRAM/NAND pricing weakens alongside capex slowdowns, then the narrative gets stress-tested fast. Volatility like this is usually where the conviction gap shows up.

In a stock market environment with ambiguous directionality and persistent consolidation, capital flow data often serves as the primary reference indicator for traders because these data are more authentic than sentiment. In last week's market liquidity data, we discovered: capital is accelerating its flight from US stocks, especially the seven major tech stocks tracked by Goldman Sachs, where the traces of institutional capital withdrawal are already quite clear. Moreover, the overall net capital flow of individual US stocks is once again showing an expanding outflow. In the latest weekly data of institutional capital inflows and outflows for major seats compiled by Goldman Sachs, massive amounts of capital are fleeing US tech stocks, particularly the 7 star tech stocks:

The past two trading sessions have been painful for semiconductor investors. $闪迪(SNDK)$ $美光科技(MU)$ The Philadelphia Semiconductor Index has fallen more than 10% in just two days, with every single constituent ending in the red. Yet the broader market tells a completely different story. The S&P 500 has remained relatively stable, the Dow has pushed to fresh all-time highs, and the equal-weight S&P 500 has also continued making new highs. Same market. Two completely different stories. That tells us something important: this isn't broad market liquidation. It's sector rotation. Capital is moving into defensive sectors such as healthcare, consumer staples, and utilities. More than 350 stocks in the S&am

Micron's sharp 10% drop—part of a deeper multi-day slide erasing over 16% of its value—presents a classic stock market paradox. It happened right on the heels of a blockbuster Q3 earnings report where $Micron Technology(MU)$ posted a record $41.46 billion in revenue (up 346% year-over-year) and guided an even stronger Q4. When a company posts the best quarter in its history and the stock plunges, it is a clear sign that the macro mechanics of the market are shifting. Overvalued or Short-Term Correction? It is both. The drop is a sharp short-term correction triggered by peak optimism, but it exposes underlying structural debates about the memory sector's long-term valuation. Several intersecting factors drove this specific selloff: Classic "Sell the

$Micron Technology(MU)$ just did something rare: it beat earnings by one of the widest margins in its history, ripped 15%+ higher on the print — and then handed almost the entire move back within days. On Wednesday, the stock fell more than 10% in a single session. It wasn't alone. $SanDisk Corp.(SNDK)$ dropped a similar amount. $Advanced Micro Devices(AMD)$ lost close to 7%. $Intel(INTC)$ fell 9%. $Applied Materials(AMAT)$ dropped 10%. The VanEck Semiconductor ETF, a basket of the industry's biggest names, shed over 5% in one day. And by Thursday morning, the damage had jumped con

Just go to any electronic gadget stores and you will see how much the price of a 1TB SSD shoots up 400% due to high demand and few flash memory supply. No one knows whether this is just a phase of a revolution due to AI.  Last time flash drives was given as free bies when purchasing any electronic products but now its price becomes like a new gadget.  Lets see how it goes this coming week. Trade well😎

Bernstein just released what I think is one of the most important research notes on the memory industry this year. $纳指100ETF(QQQ)$ $闪迪(SNDK)$ Most headlines focused on one number: A Bull Case valuation of $4,400 for SanDisk. But in my opinion, that's not the real takeaway. The report spends far more time explaining why this memory cycle may be fundamentally different from every cycle before it. A year ago, when SanDisk was trading a fraction of today's valuation and most investors still viewed NAND as a deeply cyclical commodity business, Bernstein was one of the very first firms on Wall Street to publish a $1,000 price target. Back then, many thought it was far too aggressive. Looking back, they were simp

A 14% decline is painful, but by itself it does not invalidate the memory supercycle. Memory stocks are among the most cyclical and sentiment-driven names, so sharp corrections after strong rallies are common. The key questions are whether: HBM and enterprise SSD demand remain strong. Customer inventory stays healthy rather than building excessively. Pricing for DRAM and NAND remains firm over the next few quarters. If those fundamentals remain intact, this looks more like a valuation reset than the end of the cycle. If, however, hyperscalers begin cutting AI infrastructure spending or memory pricing weakens materially, then the thesis would deserve reassessment. Rather than trying to call the exact bottom, I would prefer averaging in gradually over several tranches. That captures potentia

Taking a hard look at the actual numbers on $Micron Technology(MU)$ after it wrapped up the session at 975.56. The massive run-up we saw through the middle of June has completely retraced, which leaves us with a highly volatile setup. My plan from here is completely straightforward. On the upside, buyers have to actively reclaim and hold a spot above 1032 to prove that a real recovery is starting. On the downside, my line in the sand is the major support shelf at $950. If the stock drops and stays below 950, the immediate bullish case is completely broken and I am cutting active positions to protect my capital. Keep it simple and CHECKİNG $SPDR S&P 500 ETF Trust(SPY)$

$Micron Technology(MU)$   $SanDisk Corp.(SNDK)$   Both Micron (MU) and SanDisk (SNDK) plunged respectively 10++% and 26++%, signaling opportunities to buy again. SanDisk shares plunged 26% for the week due to aggressive profit-taking and a sector-wide rotation away from artificial intelligence hardware into AI software stocks.  The steep sell-off came despite an explosive 858% first-half rally and bullish price target upgrades from analysts like Bernstein. The recent decline was compounded by broader market forces and specific tech news: Sector-wide rotation:  Investors cashed out historic gains across memory and AI hardware n

For period 24 June to 1 July 2026: The top gainer for the week was $Sunny 5xShortSG270112(UYNW.SI)$ which surged 122% as $SUNNY OPTICAL(02382)$ tumbled close to 20% over the same period after their proposal to issue offshore yuan-denominated bonds triggered a selloff. Check latest list for Top Movers for the day in our website home page on dlc.socgen.com This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not form part of any offer or invitation to buy or sell any daily leverage certificates (the “DLCs”), and nothing herein should be considered as financial advice or recommenda

$Micron Technology(MU)$   “How about this?” Trump wrote in a social-media post Thursday. “Micron, a GREAT American Company, announced that they are putting in 250 Million Dollars into the Trump Accounts for the future benefit of children . . . Thank you Micron!” The memory-chip maker was falling early Thursday, down 4% at $990.3, after a sharp 10.6% drop in the previous session. The move came despite its rivals SK Hynix and Samsung tumbling in South Korean trading Thursday.

Demand for $Micron Technology(MU)$  DDR memory is high with months of limited supply at very high prices. Micron is forecast to benefit from this trend with high future memory prices and contracts linked to current prices which continue to be high 

Definitely Micro is in a Bull market wash out , price is heading higher 

good timing to earn future money

good timing to earn future money

[Glance]  [Cry]  [What]  

This is what I am looking for 

Read more about this post