For $Micron Technology(MU)$ and $SanDisk Corp.(SNDK)$ , I’m focused more on the memory-cycle fundamentals than one upgrade. If tight inventory, pricing power and AI demand continue supporting earnings, I’m comfortable holding through volatility. A strong opening is nice, but sustained strength is what matters to me. I’d rather buy confirmation than buy excitement.
My approach is consistency over noise. If price action and volume confirm the bullish setup, I can add gradually; if the market rejects the news, I’ll wait and reassess rather than chase.
@TigerStars @TigerClub @Tiger_comments @交易前哨站 @小虎福利站 @Marktomarket
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- flixzy·09-10 18:54TOPMemory cycle matters more here. Tight inventory plus AI demand can stay supportive longer than people expect, so sustained strength with volume is the real confirmation for MU1Report
- MoiraHorace·09-10 18:54TOPGap-ups off upgrades fade fast if day two can't hold the volume. For memory names, I care more about whether that breakout sticks than the headline itself1Report