$Micron Technology(MU)$ $SanDi

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ First we had blowout MU earnings. Then blowout STX, SNDK, and WDC earnings. All the hyperscalers reiterated capex spending. Every memory company has talked about issuing massive buybacks and dividends from FCF. Inflation came in cool. The Fed held rates steady. Musk says memory demand is growing 10x faster than supply. Each company says there's no visibility into when supply starts to normalize. The numbers being put out on expected margins and EPS through the rest of the decade are extraordinary, along with how much supply is already booked into 2027 and 2028. CXMT is quoting Apple the same or higher pricing than SK Hynix and Samsung, and there are numbers saying they cannot even meet 50% of expected demand from China. Analyst after analyst reiterates strong buy. Am I missing anything here?

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.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":600805502287920,"tweetId":"600805502287920","gmtCreate":1787707540000,"gmtModify":1787732668447,"author":{"id":9000000000000202,"idStr":"9000000000000202","authorId":9000000000000202,"authorIdStr":"9000000000000202","name":"zubee","avatar":"https://community-static.tradeup.com/news/a0cfe02839693793e32d2785babfc02b","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":88,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$&nbsp;</a><a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$&nbsp;</a>First we had blowout MU earnings. Then blowout STX, SNDK, and WDC earnings. All the hyperscalers reiterated capex spending. Every memory company has talked about issuing massive buybacks and dividends from FCF. Inflation came in cool. The Fed held rates steady. Musk says memory demand is growing 10x faster than supply. Each company says there's no visibility into when supply starts to normalize. The numbers being put out on expected margins and EPS through the rest of the decade are extraordinary, along with how much supply is already booked into 2027 and 2028. CXMT is quoting Apple the same or higher pricing than SK Hynix and Samsung, and there are numbers saying they cannot even meet 50% of expected demand from China. Analyst after analyst reiterates strong buy. Am I missing anything here?</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$&nbsp;</a><a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$&nbsp;</a>First we had blowout MU earnings. Then blowout STX, SNDK, and WDC earnings. All the hyperscalers reiterated capex spending. Every memory company has talked about issuing massive buybacks and dividends from FCF. Inflation came in cool. The Fed held rates steady. Musk says memory demand is growing 10x faster than supply. Each company says there's no visibility into when supply starts to normalize. The numbers being put out on expected margins and EPS through the rest of the decade are extraordinary, along with how much supply is already booked into 2027 and 2028. CXMT is quoting Apple the same or higher pricing than SK Hynix and Samsung, and there are numbers saying they cannot even meet 50% of expected demand from China. Analyst after analyst reiterates strong buy. Am I missing anything here?</p></body></html>","text":"$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ First we had blowout MU earnings. Then blowout STX, SNDK, and WDC earnings. All the hyperscalers reiterated capex spending. Every memory company has talked about issuing massive buybacks and dividends from FCF. Inflation came in cool. The Fed held rates steady. Musk says memory demand is growing 10x faster than supply. Each company says there's no visibility into when supply starts to normalize. The numbers being put out on expected margins and EPS through the rest of the decade are extraordinary, along with how much supply is already booked into 2027 and 2028. CXMT is quoting Apple the same or higher pricing than SK Hynix and Samsung, and there are numbers saying they cannot even meet 50% of expected demand from China. Analyst after analyst reiterates strong buy. Am I missing anything here?","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/600805502287920","repostId":0,"isVote":1,"tweetType":1,"viewCount":41,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SKHY","SNDK","MU"],"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":727,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/600805502287920"}