$SanDisk Corp.(SNDK)$,$Western

$SanDisk Corp.(SNDK)$,$Western Digital(WDC)$ and other stocks have recovered today. Meanwhile $Alphabet(GOOG)$’s stock has continued to dive further -1.35% today, This shows that Google research’s new compression method that reduce the amount of memory required to run large language models by six times is not market shaker. The previous days’ sell-off of the other AI stocks was likely profit-taking and Google's research could actually lead to more advanced AI which will eventually need more memory chips. Do buy the dip with due diligence. Good luck!🍀 Thanks @Tiger_comments @TigerStars @Tiger_SG @icycrystal Thanks for sharing.👍🏻

SanDisk & Micron Back: Is Memory Bull Trend Still Here?

SanDisk jumped 10.98% to $635.34. Micron also recovered 5%. From a technical perspective, the stock has broken out of its consolidation range, bringing the $650 target back into focus. However, systemic concerns around TurboQuant and OpenAI order cancellations impacting supply-demand dynamics have not been fully resolved. How do you view the recent turbulence in the memory sector? Has the investment thesis changed, or is the bull market still intact?

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icycrystal
03-28
icycrystal
thanks for sharing

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Micron also recovered 5%.\nFrom a technical perspective, the stock has broken out of its consolidation range, bringing the $650 target back into focus.\nHowever, systemic concerns around TurboQuant and OpenAI order cancellations impacting supply-demand dynamics have not been fully resolved.\n\nHow do you view the recent turbulence in the memory sector?\nHas the investment thesis changed, or is the bull market still intact?","image":"https://community-static.tradeup.com/news/01fb544710bfb44a79866be5eeb61fbe"}],"images":[{"img":"https://community-static.tradeup.com/news/e43a5f07e4e6a2df11eda53f93d37246"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/e43a5f07e4e6a2df11eda53f93d37246"}],"html":"<html><head></head><body><a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a>,<a href=\"https://ttm.financial/S/WDC\">$Western Digital(WDC)$</a> and other stocks have recovered today. Meanwhile <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a>’s stock has continued to dive further -1.35% today, This shows that Google research’s new compression method that reduce the amount of memory required to run large language models by six times is not market shaker. The previous days’ sell-off of the other AI stocks was likely profit-taking and Google's research could actually lead to more advanced AI which will eventually need more memory chips. Do buy the dip with due diligence. Good luck!🍀 Thanks <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"https://ttm.financial/U/4132300740238052\"> @icycrystal </a>Thanks for sharing.👍🏻 <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/e43a5f07e4e6a2df11eda53f93d37246\"></t-t></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a>,<a href=\"https://ttm.financial/S/WDC\">$Western Digital(WDC)$</a> and other stocks have recovered today. Meanwhile <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a>’s stock has continued to dive further -1.35% today, This shows that Google research’s new compression method that reduce the amount of memory required to run large language models by six times is not market shaker. The previous days’ sell-off of the other AI stocks was likely profit-taking and Google's research could actually lead to more advanced AI which will eventually need more memory chips. Do buy the dip with due diligence. Good luck!🍀 Thanks <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"https://ttm.financial/U/4132300740238052\"> @icycrystal </a>Thanks for sharing.👍🏻 <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/e43a5f07e4e6a2df11eda53f93d37246\"></t-t></body></html>","text":"$SanDisk Corp.(SNDK)$,$Western Digital(WDC)$ and other stocks have recovered today. Meanwhile $Alphabet(GOOG)$’s stock has continued to dive further -1.35% today, This shows that Google research’s new compression method that reduce the amount of memory required to run large language models by six times is not market shaker. The previous days’ sell-off of the other AI stocks was likely profit-taking and Google's research could actually lead to more advanced AI which will eventually need more memory chips. Do buy the dip with due diligence. Good luck!🍀 Thanks @Tiger_comments @TigerStars @Tiger_SG @icycrystal Thanks for sharing.👍🏻","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/547241768211224","repostId":0,"isVote":1,"tweetType":1,"viewCount":650,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["WDC","GOOG","SNDK"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":547,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":547444563920080,"commentId":"547444563920080","gmtCreate":1774677886207,"gmtModify":1774677891619,"authorId":4132300740238052,"author":{"id":4132300740238052,"idStr":"4132300740238052","authorId":4132300740238052,"name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":547241768211224,"objectIdStr":"547241768211224","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"thanks for sharing","text":"thanks for sharing","html":"thanks for sharing","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/547241768211224"}