To The Moon

$RAM 20260918 14.0 PUT$ assignment of put of $T-REX 2X Long DRAM Daily Target ETF(RAM)$ which is the 2x leverage of $Roundhill Memory ETF(DRAM)$

Short answer: **not automatically**. A 500% jump in memory prices can be good news for memory makers in the short term, but it is usually bad news for buyers, margins downstream, and often a sign that the cycle is getting stretched. Recent market data shows DRAM and NAND prices are still elevated, driven largely by AI infrastructure demand, but the pace of gains has started to slow from the sharpest months. What the price surge means - For memory producers such as DRAM and NAND suppliers, higher prices usually mean better revenue and stronger near-term profitability if supply is tight. - For electronics OEMs, server builders, and PC/device makers**, it raises input costs and can compress margins unless they can pass costs on to customers. - For consumers it can mean higher prices for PCs,

$Micron Technology(MU)$   Memory just gave us another reminder that this cycle is anything but normal. Intel's CEO warned that memory prices have risen more than 500% and shortages could worsen next year. The market immediately heard the supplier-side implication: extraordinary pricing power. MU jumped 5.50% to $977.50, while SNDK gained about 6.2%.  But there is an important distinction: 500% higher memory costs are fantastic for sellers. They are painful for buyers. And eventually, extremely high prices can become their own demand problem. 🔥 Why I Am Still Bullish The shortage thesis is getting harder to dismiss. AI servers require enormous amounts of memory, supply remains constrained, and Intel is now war

Short answer: **not automatically**. A 500% jump in memory prices can be good news for memory makers in the short term, but it is usually bad news for buyers, margins downstream, and often a sign that the cycle is getting stretched. Recent market data shows DRAM and NAND prices are still elevated, driven largely by AI infrastructure demand, but the pace of gains has started to slow from the sharpest months. What the price surge means - For memory producers such as DRAM and NAND suppliers, higher prices usually mean better revenue and stronger near-term profitability if supply is tight. - For electronics OEMs, server builders, and PC/device makers**, it raises input costs and can compress margins unless they can pass costs on to customers. - For consumers  it can mean higher prices for

Wall Street staged a sharp rebound on September 17, just one day after the Federal Reserve raised interest rates for the first time in more than three years. The $S&P 500(.SPX)$ gained 1.14% to 7,637.76, while the $NASDAQ(.IXIC)$ Composite jumped 1.69% to 26,418.30, giving both indexes their strongest session in roughly six weeks. The $Dow Jones(.DJI)$ rose 0.61% to 51,778.04, while the Russell 2000 added about 0.6%. The rebound came despite the Fed raising its benchmark rate by 25 basis points to 3.75%–4.00% and signaling that more tightening could follow. Instead, investors found relief in two developments: T

The number that caught my attention today: Intel CEO Lip-Bu Tan said memory prices have surged 5–7×. That sounds incredibly bullish for memory makers like $MU, $SNDK and $SK Hynix — and the market reacted accordingly: 📈 MU +5.50% 📈 SNDK +6.21% 📈 SK Hynix +4.64% 📈 INTC +7.67% But there’s another side to this story. Higher memory prices mean pricing power and potentially stronger margins for suppliers. But for PC, smartphone and other device makers, memory is becoming a much bigger input cost. Reuters reports smaller manufacturers are already struggling to secure supply, with the shortage expected to persist into 2027.  So I’m looking at the 500% figure two ways: 🟢 Bull case: supply is tight enough to give memory manufacturers exceptional pricing power. 🔴 Warning: if memory becomes too expe

Everyone is celebrating the memory-stock rally. But I think there’s a more interesting question: If memory prices really are rising 5–7×, who ultimately pays for it? 👀 Intel CEO Lip-Bu Tan said memory prices have surged roughly 5–7×, helping trigger another sharp move in memory names. On Thursday, $MU jumped 5.5%, $SNDK 6.2% and SK Hynix about 4.6%.  🔥 THE BULL CASE For memory manufacturers, this is exactly what investors want to see: • Supply remains tight • AI infrastructure is consuming enormous amounts of memory • Higher ASPs can translate into dramatically higher revenue and margins • Micron’s latest quarter already showed how powerful the pricing cycle can become Micron reported $41.46B of fiscal Q3 revenue, up sharply from $23.86B the previous quarter, and guided to around $50B rev

I read it as both, but more bullish for memory suppliers in the near term. The interesting part is that the “5-7x” comment came from Intel, a buyer complaining about costs, rather than Micron or SK Hynix talking up their own pricing power. That gives the shortage story more credibility. But 5-7x pricing is also a warning. If memory becomes too expensive, customers delay projects, cut specs or reduce demand. So the next confirmation has to come from MU’s margins and guidance, not just spot prices. For now, scarcity is helping memory makers. The question is when high prices start destroying demand.

The emerging partnership framework between $SK hynix(SKHY)$ SK Hynix and $Intel(INTC)$ Intel Foundry represents a strategic shift in the semiconductor ecosystem, moving from modular component sourcing to deep hardware co-optimization. In this article, we would like to discuss how this collaboration can offer a critical proof-of-concept for Intel advanced packaging and foundry services, creating a pathway to capture non-wafer value even if front-end node transitions face steep competition. 1. The Structural Shift: Why Memory and Logic Are Merging The rapid scale of Large Language Models (LLMs) and real-time inference engines has exposed the limitations of traditional chip architecture. In standard computin

With the oil prices drop, the stock prices increases

🌟🌟🌟 $Intel(INTC)$ skyrocketed another 7.67% today, building a massive momentum on top of yesterday's 4.03% jump.  $SK hynix(SKHY)$ is reportedly in advance talks to manufacture memory chips on US soil for the first time. The plan is for Hynix to lease a big chunk of Intel's Ohio plant or they team up with Intel & Big Tech hyperscalers to form a huge memory producing joint venture. Investors are faced with a dilemma: to buy Intel now or wait for the actual deal to be signed: The Believers: Buy now If Hynix moves into Intel's Ohio plant, it validates Intel's manufacturing capabilities.  Waiting for signature may mean missing out on Intel's valuation re-rating. The Realists: Waiting until the

Recently, YXT.com Group Holding Limited ( $云学堂(YXT)$ ) entered into a partnership with Modern Dairy, a leading company in China’s dairy farming industry. Through the collaboration, Modern Dairy will deploy YXT’s intelligent talent development platform and leverage YXT’s AI-powered course creation and learning map capabilities to further advance knowledge operations and organizational capability development across its workforce of thousands. Modern Dairy has been deeply engaged in the dairy farming industry for years, accumulating extensive practical experience in areas including farm operations, dairy management, food safety, quality control, and intelligent farming. As the company continues to expand, a key challenge has emerged: how to more effic

The three indices closed Wednesday along two different paths. The $Dow Jones(.DJI)$ fell 1.21 per cent to 51,461.90, losing 631.21 points on the day; the $S&P 500(.SPX)$ closed 0.45 per cent lower at 7,551.81, a third consecutive fall; and the $NASDAQ(.IXIC)$ Composite barely moved, closing 0.01 per cent lower at 25,978.42. The Federal Reserve raised rates by 25 basis points that afternoon. All three had been higher before it did, and the turn began with the decision and the press conference. The target range for the federal funds rate went up to 3.75-4 per cent, from 3.5 per cent to 3.75 per cent before, with

One of today’s more interesting semiconductor stories is not about a new GPU or a new AI model. Reuters reported that SK hynix is in exploratory talks with Intel about producing memory chips in the U.S. for the first time. One option under discussion is for SK hynix to use part of Intel’s Ohio fab capacity. Another possibility is a joint structure involving SK hynix, Intel and potentially major cloud customers. The talks are still at an early stage, and there is no final decision yet on product scope, investment size or structure. What makes this interesting is that this is not simply another “chipmaker builds in America” story. SK hynix already has a U.S. footprint, including its advanced AI-memory packaging project in Indiana. If front-end memory production also moves closer to U.S. cust

The interesting part of this story isn’t just SK Hynix potentially using Intel’s U.S. manufacturing capacity. It’s what it says about the semiconductor industry. Memory demand is exploding with AI, but adding new fabs takes years and billions of dollars. So if leading memory companies need additional capacity, existing manufacturing infrastructure suddenly becomes extremely valuable. That puts Intel in an interesting position. The question isn’t whether Intel can suddenly become a memory powerhouse. It’s whether its fabs can become a strategic piece of someone else’s supply chain. And there’s an important caveat: Nothing is signed yet. A reported discussion is not the same as a production agreement, and even a deal wouldn’t translate into meaningful capacity overnight. Still, I’m watching

#Tech Stocks: Buy the Dip or Run? 📉 The market is giving investors a pretty interesting choice right now. AI spending concerns are growing, rates are still a factor, and some high-flying tech names have pulled back. But here’s the other side: The underlying AI infrastructure demand hasn’t disappeared. Nvidia, AMD, Broadcom and the broader semiconductor group are still tied to massive data-center investment. So I’m watching two things: 🔹 Earnings: Are companies still converting AI spending into real revenue and profits? 🔹 Yields: Do higher rates start putting more pressure on expensive tech valuations? If earnings keep beating expectations, dips could attract buyers. If growth expectations start getting cut, today’s “dip” could become tomorrow’s bigger correction. I’m not chasing the bounce

The memory story may be getting bigger than HBM. AI demand is pulling supply toward high-value memory, but the knock-on effect is now reaching mainstream DRAM and consumer electronics. Reuters reports that smaller PC and smartphone makers are preparing for prolonged memory shortages, with some manufacturers already redesigning products and securing inventory ahead of potential supply constraints.  That creates an interesting setup for memory investors: 🟢 Bull case: Tight supply → higher DRAM pricing → stronger margins for producers like Micron and SK Hynix. 🔴 Risk: Higher memory costs eventually hurt PC/smartphone demand, while manufacturers may look for ways to reduce memory content or delay purchases. And there’s another catalyst I’m watching: Micron reports Sept. 30. Recent market comm

The memory trade is getting harder to ignore. HBM demand remains tied closely to AI accelerator growth, while tighter supply is starting to push pricing pressure into the broader memory market. But this is where I think investors need to separate higher quotes from sustainable earnings growth. 📈 Bull case AI infrastructure spending keeps accelerating → HBM demand stays tight → DRAM/NAND pricing improves → margins expand → memory companies generate stronger cash flow. 📉 Bear case A lot of the good news may already be reflected in valuations. If supply catches up, AI spending slows, or pricing momentum fades, memory stocks could re-rate quickly. What makes this interesting is the recent divergence across the sector. Some memory names are holding up better than others, suggesting investors ma

HBM4 Shortage: A Structural Supply Squeeze According to the Financial Times, the semiconductor industry is currently navigating its tightest DRAM market since 2017. (see below) This has been driven by an unprecedented reallocation of wafer capacity toward High Bandwidth Memory (HBM) for AI accelerators. Recent analysis indicates that finished DRAM inventories at industry leaders $Samsung Electronics Co., Ltd.(SSNLF)$ Samsung and $SK hynix(SKHY)$ have fallen below 10 days of supply, a critical threshold that signals a severe physical shortage rather than a typical cyclical uptick. This constraint is fundamentally structural - that is, the production of HBM4 consumes approx. 3x the wafer capacity of conven

【Money Market Fund】 US$ MMF Net 7-day Yield: +3.67%* Over the past week, US 10-year treasury yields have reached multi-year highs as a rally in oil prices and stronger inflation data raised the probability of a September Fed hike. Furthermore, Treasury’s long-end buyback announcement last week had fallen short of some investors’ expectations. Looking ahead, markets turn their attention to the upcoming September FOMC meeting, with OIS markets currently pricing in an 86% probability of a Fed rate hike. Investors will also be paying close attention to the updated dot plot for future guidance. * 7-day net yield is calculated based on calendar days and NAVs in 5-decimal. 【REITs】 S$ SRT YTD total return: -6.53% As of 11 Sep 2026, $CSOP iEdge SREIT ETF S$(

$RAM 20260918 14.0 PUT$ assignment of put of $T-REX 2X Long DRAM Daily Target ETF(RAM)$ which is the 2x leverage of $Roundhill Memory ETF(DRAM)$

$Micron Technology(MU)$   Memory just gave us another reminder that this cycle is anything but normal. Intel's CEO warned that memory prices have risen more than 500% and shortages could worsen next year. The market immediately heard the supplier-side implication: extraordinary pricing power. MU jumped 5.50% to $977.50, while SNDK gained about 6.2%.  But there is an important distinction: 500% higher memory costs are fantastic for sellers. They are painful for buyers. And eventually, extremely high prices can become their own demand problem. 🔥 Why I Am Still Bullish The shortage thesis is getting harder to dismiss. AI servers require enormous amounts of memory, supply remains constrained, and Intel is now war

Wall Street staged a sharp rebound on September 17, just one day after the Federal Reserve raised interest rates for the first time in more than three years. The $S&P 500(.SPX)$ gained 1.14% to 7,637.76, while the $NASDAQ(.IXIC)$ Composite jumped 1.69% to 26,418.30, giving both indexes their strongest session in roughly six weeks. The $Dow Jones(.DJI)$ rose 0.61% to 51,778.04, while the Russell 2000 added about 0.6%. The rebound came despite the Fed raising its benchmark rate by 25 basis points to 3.75%–4.00% and signaling that more tightening could follow. Instead, investors found relief in two developments: T

Short answer: **not automatically**. A 500% jump in memory prices can be good news for memory makers in the short term, but it is usually bad news for buyers, margins downstream, and often a sign that the cycle is getting stretched. Recent market data shows DRAM and NAND prices are still elevated, driven largely by AI infrastructure demand, but the pace of gains has started to slow from the sharpest months. What the price surge means - For memory producers such as DRAM and NAND suppliers, higher prices usually mean better revenue and stronger near-term profitability if supply is tight. - For electronics OEMs, server builders, and PC/device makers**, it raises input costs and can compress margins unless they can pass costs on to customers. - For consumers it can mean higher prices for PCs,

The emerging partnership framework between $SK hynix(SKHY)$ SK Hynix and $Intel(INTC)$ Intel Foundry represents a strategic shift in the semiconductor ecosystem, moving from modular component sourcing to deep hardware co-optimization. In this article, we would like to discuss how this collaboration can offer a critical proof-of-concept for Intel advanced packaging and foundry services, creating a pathway to capture non-wafer value even if front-end node transitions face steep competition. 1. The Structural Shift: Why Memory and Logic Are Merging The rapid scale of Large Language Models (LLMs) and real-time inference engines has exposed the limitations of traditional chip architecture. In standard computin

Short answer: **not automatically**. A 500% jump in memory prices can be good news for memory makers in the short term, but it is usually bad news for buyers, margins downstream, and often a sign that the cycle is getting stretched. Recent market data shows DRAM and NAND prices are still elevated, driven largely by AI infrastructure demand, but the pace of gains has started to slow from the sharpest months. What the price surge means - For memory producers such as DRAM and NAND suppliers, higher prices usually mean better revenue and stronger near-term profitability if supply is tight. - For electronics OEMs, server builders, and PC/device makers**, it raises input costs and can compress margins unless they can pass costs on to customers. - For consumers  it can mean higher prices for

Recently, YXT.com Group Holding Limited ( $云学堂(YXT)$ ) entered into a partnership with Modern Dairy, a leading company in China’s dairy farming industry. Through the collaboration, Modern Dairy will deploy YXT’s intelligent talent development platform and leverage YXT’s AI-powered course creation and learning map capabilities to further advance knowledge operations and organizational capability development across its workforce of thousands. Modern Dairy has been deeply engaged in the dairy farming industry for years, accumulating extensive practical experience in areas including farm operations, dairy management, food safety, quality control, and intelligent farming. As the company continues to expand, a key challenge has emerged: how to more effic

The three indices closed Wednesday along two different paths. The $Dow Jones(.DJI)$ fell 1.21 per cent to 51,461.90, losing 631.21 points on the day; the $S&P 500(.SPX)$ closed 0.45 per cent lower at 7,551.81, a third consecutive fall; and the $NASDAQ(.IXIC)$ Composite barely moved, closing 0.01 per cent lower at 25,978.42. The Federal Reserve raised rates by 25 basis points that afternoon. All three had been higher before it did, and the turn began with the decision and the press conference. The target range for the federal funds rate went up to 3.75-4 per cent, from 3.5 per cent to 3.75 per cent before, with

One of today’s more interesting semiconductor stories is not about a new GPU or a new AI model. Reuters reported that SK hynix is in exploratory talks with Intel about producing memory chips in the U.S. for the first time. One option under discussion is for SK hynix to use part of Intel’s Ohio fab capacity. Another possibility is a joint structure involving SK hynix, Intel and potentially major cloud customers. The talks are still at an early stage, and there is no final decision yet on product scope, investment size or structure. What makes this interesting is that this is not simply another “chipmaker builds in America” story. SK hynix already has a U.S. footprint, including its advanced AI-memory packaging project in Indiana. If front-end memory production also moves closer to U.S. cust

HBM4 Shortage: A Structural Supply Squeeze According to the Financial Times, the semiconductor industry is currently navigating its tightest DRAM market since 2017. (see below) This has been driven by an unprecedented reallocation of wafer capacity toward High Bandwidth Memory (HBM) for AI accelerators. Recent analysis indicates that finished DRAM inventories at industry leaders $Samsung Electronics Co., Ltd.(SSNLF)$ Samsung and $SK hynix(SKHY)$ have fallen below 10 days of supply, a critical threshold that signals a severe physical shortage rather than a typical cyclical uptick. This constraint is fundamentally structural - that is, the production of HBM4 consumes approx. 3x the wafer capacity of conven

Everyone is celebrating the memory-stock rally. But I think there’s a more interesting question: If memory prices really are rising 5–7×, who ultimately pays for it? 👀 Intel CEO Lip-Bu Tan said memory prices have surged roughly 5–7×, helping trigger another sharp move in memory names. On Thursday, $MU jumped 5.5%, $SNDK 6.2% and SK Hynix about 4.6%.  🔥 THE BULL CASE For memory manufacturers, this is exactly what investors want to see: • Supply remains tight • AI infrastructure is consuming enormous amounts of memory • Higher ASPs can translate into dramatically higher revenue and margins • Micron’s latest quarter already showed how powerful the pricing cycle can become Micron reported $41.46B of fiscal Q3 revenue, up sharply from $23.86B the previous quarter, and guided to around $50B rev

The number that caught my attention today: Intel CEO Lip-Bu Tan said memory prices have surged 5–7×. That sounds incredibly bullish for memory makers like $MU, $SNDK and $SK Hynix — and the market reacted accordingly: 📈 MU +5.50% 📈 SNDK +6.21% 📈 SK Hynix +4.64% 📈 INTC +7.67% But there’s another side to this story. Higher memory prices mean pricing power and potentially stronger margins for suppliers. But for PC, smartphone and other device makers, memory is becoming a much bigger input cost. Reuters reports smaller manufacturers are already struggling to secure supply, with the shortage expected to persist into 2027.  So I’m looking at the 500% figure two ways: 🟢 Bull case: supply is tight enough to give memory manufacturers exceptional pricing power. 🔴 Warning: if memory becomes too expe

🌟🌟🌟 $Intel(INTC)$ skyrocketed another 7.67% today, building a massive momentum on top of yesterday's 4.03% jump.  $SK hynix(SKHY)$ is reportedly in advance talks to manufacture memory chips on US soil for the first time. The plan is for Hynix to lease a big chunk of Intel's Ohio plant or they team up with Intel & Big Tech hyperscalers to form a huge memory producing joint venture. Investors are faced with a dilemma: to buy Intel now or wait for the actual deal to be signed: The Believers: Buy now If Hynix moves into Intel's Ohio plant, it validates Intel's manufacturing capabilities.  Waiting for signature may mean missing out on Intel's valuation re-rating. The Realists: Waiting until the

I read it as both, but more bullish for memory suppliers in the near term. The interesting part is that the “5-7x” comment came from Intel, a buyer complaining about costs, rather than Micron or SK Hynix talking up their own pricing power. That gives the shortage story more credibility. But 5-7x pricing is also a warning. If memory becomes too expensive, customers delay projects, cut specs or reduce demand. So the next confirmation has to come from MU’s margins and guidance, not just spot prices. For now, scarcity is helping memory makers. The question is when high prices start destroying demand.

【Money Market Fund】 US$ MMF Net 7-day Yield: +3.67%* Over the past week, US 10-year treasury yields have reached multi-year highs as a rally in oil prices and stronger inflation data raised the probability of a September Fed hike. Furthermore, Treasury’s long-end buyback announcement last week had fallen short of some investors’ expectations. Looking ahead, markets turn their attention to the upcoming September FOMC meeting, with OIS markets currently pricing in an 86% probability of a Fed rate hike. Investors will also be paying close attention to the updated dot plot for future guidance. * 7-day net yield is calculated based on calendar days and NAVs in 5-decimal. 【REITs】 S$ SRT YTD total return: -6.53% As of 11 Sep 2026, $CSOP iEdge SREIT ETF S$(

The interesting part of this story isn’t just SK Hynix potentially using Intel’s U.S. manufacturing capacity. It’s what it says about the semiconductor industry. Memory demand is exploding with AI, but adding new fabs takes years and billions of dollars. So if leading memory companies need additional capacity, existing manufacturing infrastructure suddenly becomes extremely valuable. That puts Intel in an interesting position. The question isn’t whether Intel can suddenly become a memory powerhouse. It’s whether its fabs can become a strategic piece of someone else’s supply chain. And there’s an important caveat: Nothing is signed yet. A reported discussion is not the same as a production agreement, and even a deal wouldn’t translate into meaningful capacity overnight. Still, I’m watching

#Tech Stocks: Buy the Dip or Run? 📉 The market is giving investors a pretty interesting choice right now. AI spending concerns are growing, rates are still a factor, and some high-flying tech names have pulled back. But here’s the other side: The underlying AI infrastructure demand hasn’t disappeared. Nvidia, AMD, Broadcom and the broader semiconductor group are still tied to massive data-center investment. So I’m watching two things: 🔹 Earnings: Are companies still converting AI spending into real revenue and profits? 🔹 Yields: Do higher rates start putting more pressure on expensive tech valuations? If earnings keep beating expectations, dips could attract buyers. If growth expectations start getting cut, today’s “dip” could become tomorrow’s bigger correction. I’m not chasing the bounce

With the oil prices drop, the stock prices increases

The memory story may be getting bigger than HBM. AI demand is pulling supply toward high-value memory, but the knock-on effect is now reaching mainstream DRAM and consumer electronics. Reuters reports that smaller PC and smartphone makers are preparing for prolonged memory shortages, with some manufacturers already redesigning products and securing inventory ahead of potential supply constraints.  That creates an interesting setup for memory investors: 🟢 Bull case: Tight supply → higher DRAM pricing → stronger margins for producers like Micron and SK Hynix. 🔴 Risk: Higher memory costs eventually hurt PC/smartphone demand, while manufacturers may look for ways to reduce memory content or delay purchases. And there’s another catalyst I’m watching: Micron reports Sept. 30. Recent market comm

The memory trade is getting harder to ignore. HBM demand remains tied closely to AI accelerator growth, while tighter supply is starting to push pricing pressure into the broader memory market. But this is where I think investors need to separate higher quotes from sustainable earnings growth. 📈 Bull case AI infrastructure spending keeps accelerating → HBM demand stays tight → DRAM/NAND pricing improves → margins expand → memory companies generate stronger cash flow. 📉 Bear case A lot of the good news may already be reflected in valuations. If supply catches up, AI spending slows, or pricing momentum fades, memory stocks could re-rate quickly. What makes this interesting is the recent divergence across the sector. Some memory names are holding up better than others, suggesting investors ma