🌟The storage sector is stuck

🌟The storage sector is stuck in a sideway consolidation with $SK hynix(SKHY)$ planning to shift critical memory production to Japan to expand its supply chain.

Will this be a breakout or a violent step backwards?

The storage bulls believe that by expanding into Japan, Hynix is securing an unshakeable supply chain straight to global AI factories.

Big Tech has big appetite & they are backing it up with huge Capex.

The Bulls are betting that this current sideways consolidation is simply the market catching its breath before supply constraints force storage prices to skyrocket.

The Bears are warning that memory is still the ultimate commodity trap. Manufacturers mistake a temporary spike for a permanent shift, build massive fabs & end up with excess inventory.

If the current wave of AI software fails to monetise rapidly, cloud providers will freeze their infrastructure buildouts.

I will monitor the market & bargainhunt Hynix if it is on sale.

@Tiger_comments @TigerStars

The boss asked me to issue coins

Hello everyone! Today is the eve of the "US Stock Earnings Week War", and it is also the first day of this tiger! To be honest, the boss stuffed a pocket of tiger coins as soon as he entered the office, and gave a death order: "If you can't finish it in a month, don't think about getting off work!" In order to get off work early and eat hot pot, I will hold fresh topics here every day and wait for everyone. As long as you dare to talk, I dare to send it! Look directly at today's hot discussion 👇 🔥 The Nasdaq 100 fell 1.1%. Should the Fed FOMC + Big Four be safe from earnings week?

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Should the Fed FOMC + Big Four be safe from earnings week? 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