$Micron Technology(MU)$ $SanDi

SanDisk (SNDK) stocks remain bullish with the growing need for chips and phenomenal AI growth in the world.

Meta Platforms (META) will hover around $650-680 for quite some time. With the pending lawsuits that are being fashioned against Meta (META), it is imperative to exercise caution on these potential headwinds.

Micron Technology (MU) shares rose 4.42% to $991.64, signaling a potential end to the recent correction. This surge follows the company's commitment to invest $250 billion in US-based memory manufacturing and R&D by 2035, reflecting strong confidence in AI-driven demand.

While fiscal 2026 results show exponential revenue and EPS growth, the massive capital expenditure poses long-term risks regarding valuation and supply overcapacity. Technically, support at $900 remains critical; a sustained break above $1,050 resistance is necessary to target previous highs and potentially reach $1,400.

@daz999999999：$MUU$ $SK Hynix, Inc.(HXSCL)$ $hynix-WI(SKHYV)$ SK Hynix (Nasdaq: SKHYV / KRX: 000660) is predicted to experience unprecedented growth through 2027 due to an acute global shortage of High Bandwidth Memory (HBM). Wall Street analysts have set aggressive new price targets following the company's historic $26.5 billion Nasdaq debut on July 10, 2026.📈 Stock Price Targets & Forecasts Nasdaq ADR Target (12-18 Months): Analysts predict the newly listed U.S. shares could reach $300.00, nearly doubling from its initial trading price. Korean Share Target: Consensus targets have risen to 3.5 million to 4.0 million Korean won (approx. $2,314), representing a ~59% upside. Wall Street Stance: Strong Buy. Major firms like HSBC, KB Securities, and Mirae Asset recently raised their outlooks, citing the Nasdaq listing as a major valuation re-rating catalyst. 🧠 Core Growth Drivers & Supply Crunch Severe 2027 Shortage: SK Hynix CEO Kwak Noh-jung predicted that the global memory industry will face its worst-ever supply shortage in 2027. Customer demand from AI data centers is expected to outstrip production capacity well past 2030. Nvidia Dominance: SK Hynix controls roughly 56% to 58% of the global HBM market. It remains the primary, indispensable supplier of advanced HBM stacks for Nvidia’s Blackwell and upcoming architecture platforms. Revenue Tripling: Driven by soaring average selling prices for DRAM and NAND chips, analysts predict full-year 2026 revenue will more than triple to roughly $235 billion. Micron, SanDisk and the rest, will watch SK Hynix, like a hawk to see how they fare in the U.S. stock market.

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