zero79
09-23

Sandisk is love and hate stock.

Dont buy it shoot up. 

Buy it and the stock come down


Sigh 

CXMT DRAM Breakthrough Hammers Memory and Optical Stocks — Panic or Repricing?
AI hardware sold off hard Monday: SanDisk -5.97%, Lumentum -9.78%, Micron -3.88%, SK Hynix -4.02%. Trigger: CXMT's president announced a 4F² DRAM architecture breakthrough at a weekend conference, targeting server memory by end-2026 — reviving fears of Chinese competition on pricing. Broadcom CEO Hock Tan warned capital, not chips, is now AI's primary bottleneck. Bulls say CXMT still faces major yield hurdles before any volume ramp; bears say once markets price in Chinese DRAM competition, fundamentals can't stop the re-rating. Has this changed your conviction in memory stocks?
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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