MU, SNDK, WDC, DRAM: US Memory Stocks Stay Choppy Even As Samsung Sees Chip Crunch Lasting Through 2028 - Yahoo Finance
MU, SNDK, WDC, DRAM: US Memory Stocks Stay Choppy Even As Samsung Sees Chip Crunch Lasting Through 2028 Yahoo Finance
重要性：RSS 导入条目，等待编辑或代理补充市场影响解读。
MU, SNDK, SKHY, DRAM: Memory Chip Stocks Surge In Relief Rally As U.S.-Iran Reportedly Halt Strikes - Yahoo Finance
MU, SNDK, SKHY, DRAM: Memory Chip Stocks Surge In Relief Rally As U.S.-Iran Reportedly Halt Strikes Yahoo Finance
重要性：RSS 导入条目，等待编辑或代理补充市场影响解读。
NIO Stock Rises Overnight: DRAM Bet On CXMT Pays Off As Chinese Chipmaker Soars Over 500% In Blockbuster IPO - Yahoo Finance
NIO Stock Rises Overnight: DRAM Bet On CXMT Pays Off As Chinese Chipmaker Soars Over 500% In Blockbuster IPO Yahoo Finance
重要性：RSS 导入条目，等待编辑或代理补充市场影响解读。
Memory Stocks & ETF DRAM in Bear Market: Time to Buy the Dip? - Yahoo Finance
Memory Stocks & ETF DRAM in Bear Market: Time to Buy the Dip? Yahoo Finance
重要性：RSS 导入条目，等待编辑或代理补充市场影响解读。
Thank DRAM traders for taking the fall
Just wanted to show my appreciation to the often overlooked traders from the UK/EU. After -4%NIKKEI and -10% KOSPI, it was a joy to see all the EU indexes open green and hold, and eventually S&P. It was the literal global backstop needed to stop the spread of leveraged retardation. More and more Japanese traders were buying leveraged ETFs; a -10% on the NIKKEI would be very difficult for the rest of the world to buffer, so it was probably better for the KOSPI-DRAM traders to take the fall as a lesson and warning to others.   submitted by   /u/-mini-kuma [link]   [comments]
重要性：RSS 导入条目，等待编辑或代理补充市场影响解读。
Is the memory trade dead? I'm buying SNDK and DRAM etf
Advanced TLDR : In my opinion: the memory demand is still rising, SNDK and DRAM ETF are the best way to profit both from the NAND (storage) and HBM (data processing). Hi, I first want to share my short DD on the causes of the excessive drop that we observed in the past month. It all started due to a liquidity drain due to spacex and concerns about rate hikes. Then it got followed up with renewal of the Iran tensions. Overleveraged koreans got spooked or cooked, draging the whole sector down. As you notice, the reasons for the correction have nothing to do with the actual earnings and more importantly, outlook. Note that my two positions, the DRAM ETF is down 35% , while SNDK is down 45% from ATH. I believe in SNDK (26,66% of my portfolio, 28 521 USD see screenshot at the bottom) as the amounts of DATA that is needed by AIs is just going to skyrocket. In general, data is the main currency we have, and the more virtual everything becomes, the more data will need to be saved and rapidly a
重要性：RSS 导入条目，等待编辑或代理补充市场影响解读。
Japan weekly earnings
Can Japan be friends with WSB? Testament to WSB that there are worldwide followers and with the interconnection of AI trades, events elsewhere have greater significant impact to US stocks. So I (chatGPT) have created this to help monitor earnings. In the past it was always the US earnings that would affect the JP shares but over the past 2 years, some of the AI component companies in JP would influence their cousins in US - Murata especially, has 50% control on multi-layer ceramic capacitors for HBM/DRAM; Hitachi will affect the nuclear stocks. Hope this is useful for fellow NIKKEI-otaku   submitted by   /u/-mini-kuma [link]   [comments]
重要性：RSS 导入条目，等待编辑或代理补充市场影响解读。
God help us all from Korea today
I'm officially a DRAM bagholder with 64$ average :(   submitted by   /u/spn43 [link]   [comments]
重要性：RSS 导入条目，等待编辑或代理补充市场影响解读。