所以我是否可以认为闪迪、美光可以被分类成价值股了？？其实按照新规看，真的蛮符合要求的。🤪 如果真的是这样？那不是会有一波被动买入？我不知道，我乱说的。这种你们就当乐子看吧😅 uy the dip，长期持有，Discord在个人资料。 https://t.co/HPYhlDkaby

Just some words of emotional support for your SK Hynix, $SNDK, $MU fanclub. $DELL CEO on memory, suggested: "It's a 4 year problem because there's just not enough supply" Factories take about 4 years to build, meaning new production would emerge 2029 or 2030. and that semiconductor shortages cou

Sure... Random train of thoughts on markets now, optics like $LITE / memory + $IREN / Anthropic. On Memory: - Demand visibility on $MU / Samsung / SK Hynix extend into 2030-2031. Samsung has LTAs covering 70% of their capacity into 2031 (likely with SK Hynix type price floors)... and their ope

虽然我一直说热巴（mu），但是我说的其实是所有硬件股，海力士 三星 闪迪 英特尔 mrvl arm 所有的硬件都是一样的，大家都是一条船上的蚂蚱，一荣俱荣一损俱损。肯定涨跌有高低，有先后，基本面本来也有差异，有的国家也有区别，但是大方向是一样的。 热巴 99.9 分，其他 98，97，96……这么说懂了吗？不过话也要说回来，有 99.9 分，干麻选 98 分，对吧🤣🤣 Buy the dip，长期持有，Discord在个人资料。

国庆期间，发言会变少。但是今天是决战日，所以在还空的时候提前发帖说下最终看法。 1.财报当天的涨跌永远是五五开，谁都不知道的，不如自己扔一个硬币猜正反，可能还比问别人准一点。 2.美光的财报本身是不会差的，因为前面有海力士、三星、闪迪、英特尔、英伟达、台积电给他打过样，所以不可能隔壁的庄稼大丰收，我一个地里的庄稼不丰收。 3.好财报就是好财报，好消息就是好消息。 4.我无法排除会不会出现sell the news，这个东西说实话都是后视镜看的，跌了就是说sell the news，涨了就说超预期。新闻都是根据结果去套的，不用太在意当天的波动。 5.综上所述，如果财报出现下跌，一定要持

I guess I need to start calling $SNDK or $LITE Super Intelligence stocks. Thanks Trump. https://t.co/x7tJcKjfsc

推荐购买： 1.存储三美（mu、sndk、skhy） 2.芯片（intc、nvda、cbrs） 3.新云（nbis、crwv） 4.光（lite、cohr、mrvl） 5.先进封装（amkr、glw） 6.电力（gev、be） 建议上面选择两只重仓，搭配下面任意一只，比例7：3或者6：4分配 7.大科技（goog、amzn、msft、meta） Buy the dip，长期持有，永远缺存储，Discord在个人资料。

Just some more demand imbalance visibility for $SNDK, $SKHY, $MU, Kioxia, and your NAND players. Phison CEO: "2027 capacity constraints will be even more severe than in 2026." "Upstream suppliers need up to 4 years from plant construction and equipment investment to actual production. With deman

Just some TLDRs of stuff I found interesting: - $SNDK 80% adjusted gross margins projections through 2030, ~75% operating margins and ~50% adjusted FCF margins from investor day. LTAs already 2/3rd of 2028 output. Minimum contracted revenue reaches $93B (MC is currently ~$239B)... Hard to be a c

闪迪这个月涨了 35%，美光这个月涨了 18%，大概率美逛之后会缩小这个差距，毕竟美光的投资者会议和财报都没发呢🥰闪迪涨越多，美光的想象力就越大😅 所以亲爱的你们听懂了吗？炒股其实不难，这种都是明牌了🫠 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

The $SHKY, Samsung, $SNDK, $MU memory bottleneck never changed anon https://t.co/6Xyih3pM9D

又回到最初的高点 呆呆地站在镜子前 笨拙系上白色口罩的结 将头发梳成鸟巢模样 穿上一身黑色 T恤 等会儿见你一定喊出吨为嗯～ 那些年错过的美光 那些年错过的闪迪 好想拥抱你 拥抱错过的勇气 曾经想征服全世界 到最后回首才发现 这世界滴滴点点全部都是存为王～ Buy the dip，长期持有，永远缺存储，Discord在个人资料。

无论哪家公司，英伟达，特斯拉，美光，还是闪迪，市场最关注的数据是GROSS MARGIN，毛利率，股价涨最凶的时候是毛利率扩张的时候，市场线性外推，而当毛利率见顶后，接下去EPS的增速就大多只能来自营收增速，且毛利率如果变化，只有一个方向，向下。而当毛利率向下时，也意味着公司失去了定价权，绝对的护城河，和有其他竞争者进来。长期合同是有好处的，锁定了毛利率下行的空间/风险，也是改变周期股的方法之一，但如果市场真的被大量供给冲击，毛利该跌还是跌，合同被再商讨，就看产品本身会不会有竞品和产能。对于这些标的，多数最疯狂的涨幅已经在身后了，因为没有毛利扩张的空间，不会再和营收增速叠加，可能除了特斯拉，毕

聊下 sndk 财报，不用猜，110 分答卷，年级第一的成绩。至于股价涨跌？看我嘴型：顿为王～～～ Buy the dip，长期持有，永远缺存储，Discord在个人资料。

SK Hynix, $MU , and Samsung have sold out of 2027 capacity for DRAM/HBM. $SNDK, Samsung, Micron current annual NAND capacity has been sold out, with Kioxia and SK Hynix expected to finalize allocations by August 2026. - Customers are being allocated only 60–70% of the volumes they initially reque

闪迪昨天比其他涨得好的原因。又又又又涨价了，说实话，我真的看不到一点存储到头的迹象🤦除了股价跌了，你们倒是拿出一点实质性证据发我下让我看清现实也行啊…别总丢我一句到头了，问原因就是涨多了…这样真的不行… Buy the dip，长期持有，Discord在个人资料。 https://t.co/lju5jxpmxk

The media framing and X reactions around Leopold are egregious. Framing his successful multi-year thesis from $SNDK to $BE as a "collapse" or "failure". After July's surprising crash, then personally attacking him on top is just pathetic to witness. It's almost like everyone is cheering for the

Did Citadel really just liquidate Situational Awareness… Then brought up entire markets the next day? $NBIS +26.25% $IREN +25.96% $SHAZ +22.82% $SNDK + 23.98% $BE +23.67% $SKHY +16.98% $INTC +12.16% Amid many others. This has gotta be one of the wildest liquidations I’ve seen.

There's a lot of stupid commentary around Leopold raising funds. After names like $BE, $SNDK, $SHAZ, and others all had very sharp drawdowns in July. Just remember... here's a man in finance that's 1. 6'5 2. Blue Eyes 3. Hedge Fund Probably better looking than you, and was up 439% through June Y

A MESSAGE TO THE AI BEARS When AI bears look at the low multiples $SKHY, $MU, $SNDK and Samsung then the response is usually some version of “earnings multiples are meaningless for cyclical companies at peak demand and peak margins.” The reason these suppliers trade at such low multiples is preci

$INTC and $AMD to sign CPU LTAs with Chinese customers for AI DCs (Reuters). - Prices of some CPU products have risen more than 40% in China since the start of the year from sources. - Month-on-month increases topping 10% for some products CPUs were already a bottleneck, following CPU ratios du

Wow, a historic single day recovery. $SIVEF +30.89% $IQEF +28.6% $AEHR +26.53% $CIFR +17.82% $NBIS +17.3% $AAOI +15.6% $LPK +14.48% $AXTI +14.12% $MU +12.54% $SNDK +12.8% $SOI +11.1% $TSEM +10.39% $LITE +9.25% $INTC +8.22% $AMD +8.11% $MRVL +7.27%

Nothing like an internal $META memo getting published. Showing AI ramping as usual: - LTAs signed with Samsung and $SNDK for memory - LTAs signed with Sumitomo Electric for fiber optics - Expected to deploy 7GW compute infra this year, and doubling in 2027. - as much as $145B capex spend this yea

Just putting it out there: If everything crashes together from $NBIS, $MRVL, $INTC, $SNDK, $AMD, $SIVE, $MU, $LITE, and others... Which are all down -4% to -10%+ today so far. Probably doesn't have anything to do with individual fundamentals. Indiscriminate selloffs from things like cascading

Nomura’s report cites $AXTI and $IQE as the leading players. Then regarding ASP updates: - 2in InP substrate price hike 42-76% - 3in InP substrates price hike 78% - 2in EML Epiwafer price hike 50-75% - 3in CW Epiwafer price hike ~40%+ - Prices lower domestically in China as expected. Hyperscaler

Just some consolidated updates on memory: - $MU leads new 1.5T Yen investment in Hiroshima ~$9.3B. (bullish read through for Disco, Advantest, Resonac, Towa) since capex is localized. - Morgan Stanley pointed out NAND will continue to be in short supply into 2027 so $SNDK / Kioxia type players a

Always a fun time seeing semi markets crash from Bloomberg report framing once again… UBS analyst on $META report: “this is not new news”. Regardless: $AEHR down -18.3% $AAOI down -17.13% $SIVEF down -15.4% $SNDK down -14.8% $TER down -13.8% $GLW down -11.4% $MRVL down -11.2% $LITE down -10.2% $N

Nah, gonna fill out the job application for $WEN and set up camp behind the dumpsters. Even $MU and $SNDK ridiculous performance today couldn't save my port. Cheering on Japan though, hoping Sweden gets mogged with a 2-0 to represent the 20% drop.

Curious if anyone's portfolio is green after today's fun day. $KORU: -32.06% $SOXL: -22.98% $IQE: -13.58% $DRAM: -12.6% $AXTI: -12.57% $FLNC: -12.5% $AAOI: -11.2% $SIVE: -11.7% $TSEM: -10.24% $SNDK: -12.5% $MU: -11.8% Sk Hynix: -12.35% Samsung: -9.6% $MRVL: -8.3% $LITE: -7.6% $SOI -7.15% $TSM: -6

Apparently gym bros are the new hyperscalers. They’ve created a new bottleneck with whey protein? Now there’s $SNDK style price hikes. Maybe creatine is next with shortages. https://t.co/YY5waMXzKH