To The Moon

The move in storage is now transitioning from narrative to earnings revision cycle. That is powerful, but also where valuation discipline starts to matter. --- SanDisk – Where is the next anchor? At this stage, price is leading fundamentals, so anchors shift from historical levels to forward expectations: Near-term anchors $800–820: first demand zone (recent breakout base) $900–950: next psychological + momentum extension band What actually defines the anchor now: FY free cash flow upgrades NAND pricing trajectory (contract vs spot) Evidence of sustained AI storage demand, not just a spike If estimates keep rising, the stock can re-anchor higher without pulling back much. If revisions stall, expect a sharp reversion to the $700s. --- Micron Technology – How far can it run? Micron is more l

SanDisk's Next Price Anchor The next psychological and technical anchor for SanDisk is the $1,000 mark. With the stock hitting $851.57 and demonstrating an intraday peak of $855, the momentum is no longer purely speculative. The "tight NAND flash supply" coupled with the explosion of "edge-inference storage" creates a structural deficit that favors premium pricing. SanDisk has effectively decoupled from traditional hardware cycles, transitioning into an AI infrastructure play. Given the steady upward revisions in free cash flow estimates, the market is now valuing the company on its ability to sustain high-margin AI enterprise contracts rather than consumer retail sales.  The Extent of the Storage Bull Run The current storage bull run has significant room to run, likely persisting thr

Yes. It will rise steadily over the next 12 months. Let's see.😊

Yes memory price will rise till 2027, as demand is high but supply is static stagnant (hard to ramp up fast)

Yes Micron is headed for $500 a share I'am very bullish on memory stocks 

Space is the future!  @Iggy1968  @Nyan88  @RL Tiger  @nikki1986  @Loke kin hai  @TigerPM  @Tiger Trade Feed  @pretiming  @Spiders  @Reynor  @MKT

To the moon sokn.  Hope so. 

Tech stocks and other long-duration stocks were sold off excessively at the beginning of the U.S. and Iran war. Their stock prices were definitely overcorrected. With their AI investment now spilling into physical infrastructure, compelling defensive value opportunities present. $Seagate Technology PLC(STX)$ is top pick here with its critical role in AI infrastructure, strong institutional momentum and bullish analyst targets.Thanks @Tiger_comments @1PC @icycrystal @TigerStars

Clearly memory chips are the stocks on play!

Q1: Moderately durable but fragile. The ceasefire supports risk-on short term, yet remains headline-driven. If talks hold, rally continues with volatility. If they fail, risk-off repricing will be sharp. Q2: – strongest fundamentals, AI demand visibility – HBM upside but cyclical – storage beta play – most speculative Q3: Add selectively, not chase. Start partial now, add on dips or post-earnings confirmation.

yes cease fire will eventually hold.. but high volatility. nowadays news spread fast and algorithms are programmed to sell or buy on news.  hold for semis. not much cash to buy.. unless cease fire don't hold and large drop them I will buy.

Isn't that wonderful, any rally could be cut in half by another disruption, but the rally came in so hard and so quickly that investors might just want that to scrape out good value. I felt that the war had minimal impact, the stock market was waiting on any "good news" from the man in the white house, so it could start climbing. By the time the ceasefire was agreed, it felt like nothing too significant happened since everyone already was recovering. I wonder if the ceasefire does not hold, and the reaction of the market, would there even be a big slide The Hormuz chokehold will indeed not be going away any time soon, so what are we really rebounding so quickly for...

ceasefire

Oh well that's that 

1 the ceasefire is more negative on USA than Iran. Iran has options 2. They’re all interesting including seagate and sand disk 3. A better investment play is to invest directly in Asian tech

ceasefile is only a temporary breather. they are still fighting

$CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ just delivered a 1Q26 preview far above expectations. Goldman noted that even with inventories at extremely low levels, the average selling prices (ASP) of DRAM and NAND surged 103% and 87% QoQ, respectively. The more important insight is this: this is not just a cyclical fluctuation — Samsung is now locking in elevated profits through long-term agreements (LTAs), and this kind of pricing power is unprecedented.

On one side, Wall Street giants such as Goldman Sachs and Morgan Stanley are collectively calling out: “A value opportunity in tech has emerged.” On the other, Bridgewater founder Ray Dalio dropped a bombshell in his latest post: “We are in a world war that will not end anytime soon.”

It's a welcome 😁 breather, stock markets & the whole 🌎 needs it [Chuckle]. The concrete evidence 🧾 will surfaces 14 days later, I hope 🙏😊. In the meantime, captured this opportunity 😜🙏 @Barcode @JC888 @Shernice軒嬣 2000 @Aqa @DiAngel @koolgal @Shyon

I see this ceasefire more as a pause than a real resolution. I agree with Ray Dalio that geopolitical risks haven’t gone away, especially around energy routes. At the same time, Goldman Sachs and Morgan Stanley are right that a lot of fear is already priced in. So I think the rally can continue short term, but it’ll stay volatile. I’m most interested in $Taiwan Semiconductor Manufacturing(TSM)$ and $Seagate Technology PLC(STX)$ . TSMC is the clearest AI infrastructure play with strong visibility, while Seagate benefits from the growing need for low-cost data storage. Compared to that,

The move in storage is now transitioning from narrative to earnings revision cycle. That is powerful, but also where valuation discipline starts to matter. --- SanDisk – Where is the next anchor? At this stage, price is leading fundamentals, so anchors shift from historical levels to forward expectations: Near-term anchors $800–820: first demand zone (recent breakout base) $900–950: next psychological + momentum extension band What actually defines the anchor now: FY free cash flow upgrades NAND pricing trajectory (contract vs spot) Evidence of sustained AI storage demand, not just a spike If estimates keep rising, the stock can re-anchor higher without pulling back much. If revisions stall, expect a sharp reversion to the $700s. --- Micron Technology – How far can it run? Micron is more l

SanDisk's Next Price Anchor The next psychological and technical anchor for SanDisk is the $1,000 mark. With the stock hitting $851.57 and demonstrating an intraday peak of $855, the momentum is no longer purely speculative. The "tight NAND flash supply" coupled with the explosion of "edge-inference storage" creates a structural deficit that favors premium pricing. SanDisk has effectively decoupled from traditional hardware cycles, transitioning into an AI infrastructure play. Given the steady upward revisions in free cash flow estimates, the market is now valuing the company on its ability to sustain high-margin AI enterprise contracts rather than consumer retail sales.  The Extent of the Storage Bull Run The current storage bull run has significant room to run, likely persisting thr

As news of a ceasefire in the U.S.-Iran conflict broke, major stocks rebounded across the board at today’s open, with the memory sector surging in particular. $SanDisk Corp.(SNDK)$ $Roundhill Memory ETF(DRAM)$ But the market is now standing at an extreme crossroads. On one side, Wall Street giants such as Goldman Sachs and Morgan Stanley are collectively calling out: “A value opportunity in tech has emerged.” On the other, Bridgewater founder Ray Dalio dropped a bombshell in his latest post: “We are in a world war that will not end anytime soon.” Who’s right — value opportunity or global turmoil? ⚠️ Goldman’s view: Because the U.S.-Iran conflict briefly priced in higher inflation and higher-for-longer rat

Yes. It will rise steadily over the next 12 months. Let's see.😊

Yes memory price will rise till 2027, as demand is high but supply is static stagnant (hard to ramp up fast)

Yes Micron is headed for $500 a share I'am very bullish on memory stocks 

Space is the future!  @Iggy1968  @Nyan88  @RL Tiger  @nikki1986  @Loke kin hai  @TigerPM  @Tiger Trade Feed  @pretiming  @Spiders  @Reynor  @MKT

To the moon sokn.  Hope so. 

Why Samsung's Big Q1 Surprise Matters for Storage Stocks Key Takeaways – Samsung just pre-announced about KRW 133 trillion of Q1 revenue and KRW 57.2 trillion of operating profit, far above market expectations for roughly KRW 40.5 trillion to KRW 40.6 trillion of operating profit.  – For U.S. stocks, the cleanest read-through is Micron, because Samsung's beat points to strong AI memory demand and tight pricing in DRAM and HBM.  – The rally can also spill into Sandisk, Western Digital, and Seagate, though those names sit in different parts of the storage stack and should not be treated as the exact same trade.  – The big risk is simple: storage is still a cyclical industry, so strong pricing today can turn into demand damage or oversupply later if AI spending slows or custome

Micron Jumps, $11M Options Trade Says This Move Isn't Over  Against a backdrop of ongoing Middle East tensions and elevated oil price volatility, the broader market remains in a “high uncertainty + high volatility” regime, with risk appetite yet to fully recover. Within this environment, however, structural opportunities are beginning to emerge in the tech sector—particularly in storage. Following the demand shock triggered by $Alphabet(GOOG)$   $Alphabet(GOOGL)$  's TurboQuant, which raised concerns about reduced memory needs, the sector has rebounded for several consecutive sessions, entering a typical "expectation repair

Probably yes for 2026, but with an important nuance: HBM is not simply “killing” traditional DRAM. It is absorbing wafer starts, engineering effort, and packaging capacity, which tightens conventional DRAM supply and lifts pricing there too. Micron said this year’s DRAM bit supply is constrained by cleanroom limits, long fab lead times, a higher HBM mix, and slower bits-per-wafer gains. TrendForce likewise says suppliers are reallocating capacity toward HBM and server products in 2Q26.  That is why the market is starting to price a better quality upcycle, not merely a short squeeze in memory prices. Samsung’s blowout Q1 outlook and the sharp move in SK hynix reflect investor belief that AI memory demand is broad enough to support stronger pricing for longer, especially as hyperscalers

Tech stocks and other long-duration stocks were sold off excessively at the beginning of the U.S. and Iran war. Their stock prices were definitely overcorrected. With their AI investment now spilling into physical infrastructure, compelling defensive value opportunities present. $Seagate Technology PLC(STX)$ is top pick here with its critical role in AI infrastructure, strong institutional momentum and bullish analyst targets.Thanks @Tiger_comments @1PC @icycrystal @TigerStars

Q1: Moderately durable but fragile. The ceasefire supports risk-on short term, yet remains headline-driven. If talks hold, rally continues with volatility. If they fail, risk-off repricing will be sharp. Q2: – strongest fundamentals, AI demand visibility – HBM upside but cyclical – storage beta play – most speculative Q3: Add selectively, not chase. Start partial now, add on dips or post-earnings confirmation.

I see this ceasefire more as a pause than a real resolution. I agree with Ray Dalio that geopolitical risks haven’t gone away, especially around energy routes. At the same time, Goldman Sachs and Morgan Stanley are right that a lot of fear is already priced in. So I think the rally can continue short term, but it’ll stay volatile. I’m most interested in $Taiwan Semiconductor Manufacturing(TSM)$ and $Seagate Technology PLC(STX)$ . TSMC is the clearest AI infrastructure play with strong visibility, while Seagate benefits from the growing need for low-cost data storage. Compared to that,

Isn't that wonderful, any rally could be cut in half by another disruption, but the rally came in so hard and so quickly that investors might just want that to scrape out good value. I felt that the war had minimal impact, the stock market was waiting on any "good news" from the man in the white house, so it could start climbing. By the time the ceasefire was agreed, it felt like nothing too significant happened since everyone already was recovering. I wonder if the ceasefire does not hold, and the reaction of the market, would there even be a big slide The Hormuz chokehold will indeed not be going away any time soon, so what are we really rebounding so quickly for...

Clearly memory chips are the stocks on play!

yes cease fire will eventually hold.. but high volatility. nowadays news spread fast and algorithms are programmed to sell or buy on news.  hold for semis. not much cash to buy.. unless cease fire don't hold and large drop them I will buy.

$CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ just delivered a 1Q26 preview far above expectations. Goldman noted that even with inventories at extremely low levels, the average selling prices (ASP) of DRAM and NAND surged 103% and 87% QoQ, respectively. The more important insight is this: this is not just a cyclical fluctuation — Samsung is now locking in elevated profits through long-term agreements (LTAs), and this kind of pricing power is unprecedented.

U.S. stocks advanced on Monday(Apr 6) as investors looked for signs of progress toward a U.S.-Iran ceasefire deal and evaluated President Donald Trump's progressively heated threats of escalation should Iran fail to reopen the Strait of Hormuz. Regarding the options market, a total volume of 44,426,493 contracts was traded on Monday. Top 10 Option Volumes Source: Tiger Trade App $Micron Technology(MU)$ stock rose 3% after a KeyBanc analyst reiterated his price target and rating, citing continued demand for memory. A total number of 437.25K options related to $Micron Technology(MU)$ were traded on Monday, of which call options accounted for 69%. Particularly high volume was seen for the $400 strike call o

On one side, Wall Street giants such as Goldman Sachs and Morgan Stanley are collectively calling out: “A value opportunity in tech has emerged.” On the other, Bridgewater founder Ray Dalio dropped a bombshell in his latest post: “We are in a world war that will not end anytime soon.”