#AIMemoryBullTest

3,4 Mln spettatori attuali|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.

Criptovaluta correlata
WDC
-1,25%
xSNDK
-3,07%
xSKHY
-0,37%
SAMSUNG
-0,61%
xNVDA
-0,34%