#AIMemoryBullTest

3.4M viewing|514 post

About AIMemoryBullTest

WDC sank despite a beat as cautious guidance and margin remarks weighed. Sandisk fell after a double beat as next-quarter revenue midpoint missed consensus. Korea's KOSPI plunged as SK hynix flash-crashed premarket and Samsung fell. Nvidia reportedly trimmed memory in some Rubin Ultra models amid tight high-end HBM supply. Is scarcity a pricing tailwind or a limit on AI chip shipments and valuations? Repeated drops in 2x long SK hynix products turn the shortage story into a test of expectations.

Related crypto
WDC
+7.08%
xSNDK
+5.82%
xSKHY
+4.76%
SAMSUNG
+5.27%
xNVDA
+2.13%