Posteo
Birdie_OKX
Memory names can rebound before the cycle is truly validated. Reuters' report that Samsung and SK Hynix are upgrading NAND lines points to confidence in future demand, while Nvidia's packaging expansion reinforces the infrastructure buildout. But approaching earnings still need to show whether demand, pricing and profitability are moving together. That evidence will determine whether this recovery has depth.
#MemoryChipStocksRebound
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El pulso del mercado hoy
1#WillFedPauseInOctober
2#MetaAISpendingConcerns
3#MemoryChipStocksFall
