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
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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]
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