#AIMemoryBullTest

Читателей: 3,4 млн|Публикаций: 514

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.

Связанные криптовалюты
WDC
-2,88 %
xSNDK
-2,24 %
xSKHY
-1,77 %
SAMSUNG
-1,55 %
xNVDA
-0,20 %