Bullish for SNDK, WD, STX, MU.

Shernice軒嬣 2000
03-30


Sony just slammed the brakes — hard.

$SanDisk Corp.(SNDK)$  

$Seagate Technology PLC(STX)$  

$Western Digital(WDC)$  

$Micron Technology(MU)$  

Almost its entire lineup of SD cards and CFexpress cards? Shipment halted.

Entry-level 64GB? Gone.

High-end 1920GB monsters pushing 1800MB/s? Also gone.

No stock. No timeline. Just silence.

Official reason? One line:

Global semiconductor shortage.

Memory chips are running dry.

Many thought the chip crisis was yesterday’s story. Old news. Priced in.

Sony just woke the market up — violently.

When a giant like Sony can’t secure enough memory supply,

this isn’t a hiccup… it’s a structural crack.

The supply chain problem was never fixed.

It was just hidden.

Now it’s back —

and this time, it’s hitting real products, real users, and real demand.

The semiconductor reshuffle isn’t coming.

It’s already here.

@TigerPM  @TigerStars  @TigerObserver  @Daily_Discussion  @Tiger_comments  

Modified in.03-31
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?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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