Its significance isn't "yet an

1
Comment
Favorite

Its significance isn't "yet another AI PC," but rather: the x86 duopoly that Intel and AMD have maintained on Windows for decades has, for the first time, been stabbed head-on by an Arm-camp super chip. Looking down this chain, the positions of who benefits and who gets hurt are crystal clear.

# Micron Breaks $100, DRAM Sells Off: Hold or Exit?

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.

Report

Comment

Top
Latest

No comments yet

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":571303087510624,"tweetId":"571303087510624","gmtCreate":1780500920515,"gmtModify":1780500923766,"author":{"id":4144844151777102,"idStr":"4144844151777102","authorId":4144844151777102,"authorIdStr":"4144844151777102","name":"Cadi Poon","avatar":"https://community-static.tradeup.com/news/c61260ad7946980c4c2c1b47d8284c1e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":72,"starInvestorFlag":false},"themes":[{"themeId":"ad7818b5483947a391dffaf3b3e51164","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Micron Breaks $100, DRAM Sells Off: Hold or Exit?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":ad7818b5483947a391dffaf3b3e51164}&rnconfig={\"headerBarHidden\": true}","description":"Micron tumbled 7.74% today, breaching the $100 mark and ending a parabolic record-setting streak. Broadcom's disappointing AI revenue guidance sparked valuation concerns across the chip sector, triggering concentrated profit-taking in memory names — SanDisk fell 3.92% and the DRAM ETF dropped 5.75%. Morgan Stanley issued a fresh rating, but post-parabolic pullbacks tend to be swift and deep. After hitting a trillion-dollar high then snapping below $100, is this a dip to buy or a topping signal to exit?","image":"https://community-static.tradeup.com/news/8b23c042121584ccc8efc0861468a03f"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>Its significance isn't \"yet another AI PC,\" but rather: the x86 duopoly that Intel and AMD have maintained on Windows for decades has, for the first time, been stabbed head-on by an Arm-camp super chip. Looking down this chain, the positions of who benefits and who gets hurt are crystal <u>clear.</u></body></html>","htmlText":"<html><head></head><body>Its significance isn't \"yet another AI PC,\" but rather: the x86 duopoly that Intel and AMD have maintained on Windows for decades has, for the first time, been stabbed head-on by an Arm-camp super chip. Looking down this chain, the positions of who benefits and who gets hurt are crystal <u>clear.</u></body></html>","text":"Its significance isn't \"yet another AI PC,\" but rather: the x86 duopoly that Intel and AMD have maintained on Windows for decades has, for the first time, been stabbed head-on by an Arm-camp super chip. Looking down this chain, the positions of who benefits and who gets hurt are crystal clear.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/571303087510624","repostId":0,"isVote":1,"tweetType":1,"viewCount":85,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"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":244,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}