DRAM

SirPanic12

lol the losers here thinking DRAM will help them escape the cycle of perpetual poverty 😂🫵

greenpride32

I am bullish on all, recently added DRAM, and long time holder of AMZN, MSFT and NVDA. If you were to give me the choice, you can be all in on DRAM or, all in on AMZN/MSFT/NVDA at equal weight, and cannot sell for 5 years, I'm without hesitation going with the latter. Ther latter group's success is driven by IP and products and services that you could potentially replace, but at lesser quality. The former group is selling commodity products and just taking advantage of bidding war markup to create their margin. One of these models has already created decade or decades of dominance. Other is riding a roller coaster of supply and demand dynamics. Now I'm invested in DRAM because the party isn't stopping for the next 2-3 years and potentially even more. But the underlying strength (or lack of) of the company is the reason why you see different valuation scale across the 2 groups. I plug RAM or storage into industry standard socket/connector and it works, doesn't matter which brand and it's equivalent performance. I swap NVDA AI GPU for AMD AI GPU, and well I lost 2 decades of CUDA advancements, and the very framework on which AI was developed past decade.

Aggravating_Fig6288

It’s actually insane. I don’t play DRAM it’s 5% for days in a row. The SECOND I play it, -5%. EVERY.SINGLE.TIME

Murky-Gate7795

No lol. There are lots of Americans invested in DRAM or EWY

leaning_on_a_wheel

$DRAM is still cheap

jraiv420

Samsung will take DRAM and SOXX to the moon

Guilty_Ad_8433

How high is SK gonna carry my DRAM bags?

POWRAXE

That’s why DRAM was always the play.

ev0lii

The cycle is guarteed to last for at least 5 to 10 years due to LTAs, here's something really interesting from the earnings call : "By increasing LTA coverage, our goal is to improve **longer-term demand visibility**, which can lead to stable revenue and earnings growth. The volume already secured under LTAs and the demand currently being discussed with customers taken together means that our DRAM and HBM volumes for the next 3 years through 2029 are effectively sold out. The volumes under discussion are based on customers' concrete purchasing plan, and are highly likely to come through. Overall, we believe our medium- to long-term sales visibility has significantly improved. As mentioned earlier, the volumes committed under LTAs account for more than 50% of total capacity in '27 and '28, and we plan to keep it similar over the medium to longer term. This arrangement will help us secure a reliable earnings base. At the same time, we can utilize the non-LTA capacity to flexibly respond to market conditions and demand for our next-generation products to keep strengthening our future competitiveness."

TreGet234

DRAM and DISK gonna go to 0.

Viktri1

MU and DRAM down after hours

Ozqi

Sold my DRAM calls at $1,300 loss on Monday. Same calls are now $500 in the green.

musicboxangel

ok, here is my non-biased bull/bear story. also, did you know: SKHY, the US-listed version (10 US shares = 1 Korean share), trades about 47% above the Seoul price held up partly by a cap on how many Korean shares can be converted into US shares. # Bulls say * Q3 revenue ₩104.6T (+32% q/q) and operating profit ₩83.3T at a 79.7% margin beat expectations by \~9–10%; Q4 DRAM shipments guided up by the mid-20s percent. (SK hynix 3Q26 results release (news.skhynix.com) and Form 6-K (sec.gov), 2026-10-28 — IFRS; SK hynix 3Q26 earnings call, 2026-10-28 (transcripts: Motley Fool, Investing.com): LTAs with 14 customers >50% of 2027–28 capacity, \~5-year terms, prices within an agreed range; HBM4 to pass HBM3E in Q4; Q4 DRAM bits +mid-20s% q/q; demand > supply through 2030 (company view)) * Long-term agreements with 14 customers (up from \~10 in July) cover more than half of 2027–28 capacity; HBM4 is in full production and expected to outsell HBM3E in Q4. (SK hynix 3Q26 earnings call, 2026-10-28 (transcripts: Motley Fool, Investing.com): LTAs with 14 customers >50% of 2027–28 capacity, \~5-year terms, prices within an agreed range; HBM4 to pass HBM3E in Q4; Q4 DRAM bits +mid-20s% q/q; demand > supply through 2030 (company view)) * ₩98.7T of net cash and \~₩100T of 2026 dividends and buybacks; at the Seoul price the stock needs only \~3 years of peak profit in our cycle model. (SK hynix 3Q26 results release (news.skhynix.com) and Form 6-K (sec.gov), 2026-10-28 — IFRS; NovaWatch SKHY valuation snapshot 2026-10-28 (markdown files/dcf-tests/skhy\_2026-10-28/snapshot.md + skhy\_reverse.py): the cyclical-v2 DCF engine on authored IFRS inputs, same lens as Micron) # Bears say * SKHY costs \~47% more than the same share in Seoul ($162.79 vs $110.73); that premium has swung between \~33% and \~53% since July and can close by the US price falling. (ADR premium: Bloomberg 2026-07-14 (\~51%) and 2026-10-07 (\~38%, lockup expiry); Korea JoongAng Daily / Seoul Economic Daily (2.5% conversion cap); NovaWatch prices 2026-10-28: SKHY $162.79 vs ₩1,487,000 ÷ 10 ÷ ₩1,342.86/$ = $110.73 (+47%)) * The 80% margin compares with −24% in 2023 and 15% in 2022; our model puts the US price at \~5 years of peak profit and \~$128 a share. (SK hynix annual results 2022–2025 (IFRS, via the Mint Yahoo relay / company releases): revenue ₩44.6T, ₩32.8T, ₩66.2T, ₩97.1T; operating margin 15%, −24%, 35%, 49%; NovaWatch SKHY valuation snapshot 2026-10-28 (markdown files/dcf-tests/skhy\_2026-10-28/snapshot.md + skhy\_reverse.py): the cyclical-v2 DCF engine on authored IFRS inputs, same lens as Micron) * No disclosed price floors (Micron disclosed floors on $134B of contracts); Samsung held \~33% of HBM in Q2 and a 2028–29 capacity wave is coming. (Micron FY26 10-K (filed 2026-10-09, sec.gov): $134B of contracted revenue at minimum prices; price floors on most strategic agreements; Competition research 2026-10-28 for the Micron review: TrendForce 2027 outlook (2026-08-04), Counterpoint HBM share Q2-26 (Samsung \~33%), SemiAnalysis/TrendForce on CXMT capacity; 2028–29 capacity wave (Samsung P5, SK hynix Yongin, Micron Idaho-2))

Prefer_Diet_Soda

Lol, you actually think some random big company can just stroll into advanced DRAM and HBM in 3-5 years and start eating Samsung and SK hynix’s margins? That’s adorable. This shit takes decades of process know-how, tens of billions in fabs, EUV mastery, and yields that don’t suck—plus customers who won’t even talk to you until you’ve proven you can ship real volume without blowing up their servers. High margins exist exactly because it’s a brutal, specialized game that most “we want a piece” companies keep failing at. Keep dreaming though.

LouieM13

Holy shit DRAM is drilling

awakening_brain

FML shouldve bought more DRAM

___-_--_-____

Samsung, Micron, SK Hynix, Kioxia = DRAM makers SNDK = selling thumb drives at walmart

affablemartyr1

DRAM to the moon

MrQiu

It takes 3-5 years to build a fab and mass produce HBM and high density DRAM, it’s not even about buying them out, it’s about that it’s not something someone can just show up and catch up to the biggest players.

KenBisky11

Been seeing memory is sold up to at least 2028. Hard indeed, hmmm. I was hoping DRAM would pull triple digits but it’s an odd one.

KenBisky11

Any idea on when to sell DRAM? I got in kinda early at 45, no idea when to sell though.

Peresviet

Fair point, the DRAM ERs have been absolutely insane, and growth only continues, so should be fine either way

BoardroomTrades

The AI demand part is real, but "nowadays most demand is AI" is where I'd push back a little. HBM is a big chunk of Hynix's profit now, but it's still a minority of the memory bits the industry ships. Phones, PCs and servers still drive most of DRAM and NAND volume, and that part is as cyclical as it ever was. Worth remembering how recent the last bust was: Hynix lost money in every quarter of 2023, during the same AI boom, because regular DRAM prices collapsed. The cycle didn't go away, AI just added a second, more profitable leg on top of it. The thing I'd watch isn't CXMT, it's capex. Memory cycles usually turn when everyone builds capacity at the same time because margins look great. Samsung, Micron and Hynix are all expanding HBM right now. If that lands at once, pricing gets tested even with strong demand. Not saying it can't run, just that "cyclical" and "AI winner" aren't mutually exclusive. No position.

Worth_Wedding_4231

So much DRAM fomo from the top to the bottom .

InternationalKiwi401

the margin is the insane part to me, 79.7% operating margin on 104.6T won of revenue. DRAM prices up high 20s in one quarter and HBM4 only just started shipping in earnest, it becomes the main product in Q4. and theyre returning like 100T won to shareholders this year on top of it, thats not a normal memory cycle

Astr0b0ie

Memory is a highly volatile business (no pun intended) so P/E ratios are typically much lower (5-10x) than many other tech related companies that have much more consistent growth. Also, if you're down on DRAM, you were late to the party. I think we're nearing peak AI hype right now. If you can manage to get to break-even on this bounce, it may be wise to unload your position. Just my 2 cents for what it's worth.

drakilian

Yeah sure but pretending like memory is immune to this just not true at all. DRAM is like 40% off ATH to this day

Electronic-Advisor72

“Elon predicts robots will drive more memory demand than anything else on earth”. Hmmm. Full ports DRAM

Zealousideal_Book_40

Let's imagine coreweave goes under. Plenty of other customers are fighting for memory. And what is most important the demand for compute is growing, so one neocloud doesn't matter. SKHYNIX signed 14 long term agreements through 2029 on their HBM and DRAM products

Ill_Register3745

DRAM 55 eod

2020isgreat

Look at DRAM and tell me that isn't the most bullish thing u've ever seen goes down -1% and immediately recovers and shoots above

BenevolentCheese

Yet somehow I'm down on DRAM. Come on with this. Would've been better off investing in Tesla who makes as much money as a lemonade stand over these companies making quarterly profits high enough to buy small countries.

2020isgreat

DRAM just 1 candled -1% then completely recovered for fun? lmfao

2020isgreat

DRAM just 1 candled -1% for no reason lmfao

internetsoci0path

some DRAM itm puts gotta be the move right

internetsoci0path

DRAM puts

2020isgreat

keep going DRAM I'm close

affablemartyr1

Happy I loaded up on DRAM in the 40s

Saltysunbro

DRAM making a comeback?

GhettoMuppet

All the homies love DRAM lmao 🤌🏼🎃👻

pax_mundi

The detail I'd look at for the cyclical vs structural argument is on the earnings call: DRAM average prices rose by a high 20s percent quarter on quarter, while DRAM bit shipments grew about 10%. So most of this quarter's jump is price, not volume. That's what the "it's cyclical" side points at, because price is the part that reverses when supply catches up. The other side of it: they say long term agreements already cover more than half of their 2027 and 2028 capacity, across 14 customers, and there was the report yesterday about Alibaba, Tencent and ByteDance wanting 10 year DRAM contracts. Buyers locking in years ahead is not what a normal memory peak looks like. The thing to watch is probably capex, not the next beat. They also said capex will rise significantly next year, mostly for the Yongin fab. Memory cycles usually turn when Samsung, Micron and Hynix all add capacity at once, so how much of that new capacity is already sold under contracts matters more than the margin headline.

pingoo26

Yet my DRAM is still far underwater.

Thick_Reputation7797

$SKHY now expects memory demand to outpace supply through 2030 with DRAM demand growing over 20% in 2027 alone.

Perfect_Painter_7863

SOXL and DRAM gang eating

TequilaTrader

Anyone have DRAM OR RAM?

Thetagang888

Fucking nuts Glad i held DRAM I knew those shady cocksuckers like ken griffin were trying to shake people out

InvestigatorPlus3229

Terminators need a lot of DRAM

NotGucci

Jesus SK HYNIX $SKHY Q3’26 EARNINGS HIGHLIGHTS \- Revenue: $78.9B (Est. $74.8B); +328% YoY \- Oper Profit: $62.8B (Est. $58.5B); +632% YoY \- Oper Margin: 80%; +3,300 bps YoY; record high \- QoQ: Revenue +32% / Oper Profit +38% Q4 Guide: \- DRAM Bit Growth: Mid-20% QoQ \- NAND Bit Growth: Mid-single% QoQ incl. Solidigm Q3 Pricing & Volume: \- DRAM ASP: High-20% QoQ; bits \~+10% QoQ \- NAND ASP: Mid-20% QoQ; bits slightly lower QoQ \+1% ON kospi up 5% Lets fuckin go! Need ATH on AMD, mu, sandisk

OrangeManBibi

DRAM over NVDA anyday

solidsneeze

damn DRAM is my favorite etf... so much fun 🎢🛝🪜🛝🪜

Pale_Guest_5136

Fuck yeah DRAM I wanna wake up to $55 tomorrow

jraiv420

SK saved SOXX and DRAM

BatMore6724

Do the results + potential 10 year LTA and musks comment on how robotics will consume all RAM prove that memory isn’t the same boom and bust cyclical sector anymore? Buy DRAM and hold long term?

ParkingDragonfly6562

otm DRAM options

Fauster

Better dividend yield in Korean shares, should they lean harder that way. Looks like the ten percentish buyback cadence is aligned with MU. Will Samsung join the buybacks-before-supply expansion not-a-pact? Time will tell. HBM is currently more convex than DRAM, optics, nand, hard drives, gpus, etc. STX fell off a little bit and barely beat analysts and if analysts know what is going on, that's a problem. Own the space.

jraiv420

SK saved DRAM no more Bill KOSPI

throwingitanyway

Once again I am asking DRAM to hit 70 by end of month or I'll lose the my kids.

Sam_Vicious2

Better than my 67 DRAM avg

___-_--_-____

"if was as if a million DRAM longs cried out in terror... and were suddenly silenced"

2020isgreat

I have so many 1DTE straddles on DRAM I'll be eating cup noodles for a year if it doesn't move

2020isgreat

3% or less DRAM move tomorrow = me homeless

2020isgreat

If DRAM has a less than 3% move tomorrow I'm homeless

rudolf_de_Leeuw

Interesting that the ask is for 10 years when DRAM pricing has historically swung so hard. I wonder whether these agreements fix volumes with prices reset periodically, or whether suppliers would really accept a fixed price for that long.

Panthera__Tigris

GOOGL makes sense. DRAM, I would rather buy Sk Hynix and MU separately. DRAM ETF has few shares and a lot of synthetic Total Return Swaps with Nomura and Goldman which will eat into your profits. I would also buy more SK Hynix than MU because Sk Hynix has half the P/E of MU so it has more upside. MSFT I actually sold already. It went up more than 50% in the last couple of months so i think the upside is limited for now.

2020isgreat

Buying DRAM is my love language

InternationalKiwi401

10 year contracts is the tell here. cloud guys dont ask for decade long DRAM deals unless theyre genuinely worried about supply, thats not normal procurement. memory is becoming the bottleneck everyone ignored while staring at GPUs, and samsung and hynix know it so they have all the leverage in those negotiations

VeridionMarkets

The tell is who's asking. Buyers only ask for 10-year contracts when they think the shortage outlasts the next cycle. In memory that's never been a safe bet, and that's why sellers usually refuse to lock in price. Two details make this more interesting: 1. They're hedging, not picking. Tencent already signed a \~$2.9B long-term server DRAM deal with China's CXMT in June. So the ask to Samsung and Hynix looks like buying time until CXMT can scale, not a vote against it. 2. The shortage is already showing up in US earnings. Amazon raised 2026 capex from $200B to $220B in July and named memory prices as the main reason. What I'd watch: whether Samsung or Hynix actually sign anything near 10 years. If they do, it tells you they think prices stay high long enough that locking in volume beats riding the spot price. Positions: none.

BigMisterLawyerDude

DRAM finally cracked $50. Let's see if it can handle the sell wall there.

onerandomcomputerguy

Ok so DRAM has a chance or

jasonpeak

Buy DRAM and SOXX and hold on. YOLO Options

iCaps_

why is DRAM pumping

Ok_Cry7572

Imagine you are one of the 27% of Microsoft employees who just got offered an exit. You have a $8,000 /mo mortgage Your entire net worth is in the $DRAM ETF, which you bought because you are afraid AI will replace you. You're down -22% and you are very scared. What do you do next?

Aggravating-Good4879

RAM is the 2x DRAM etf so deffo FULL PORT AHEAD

Ok_Cry7572

It's interesting that Elon keeps referring to RAM, not DRAM. Anyone here know why?

Liquidsnake959

am I fkd? DRAM AVL SPCX ORCL RDTL SOXL CVNA SKHY APLX CRWV

TreGet234

NCLD -32% since inception 🤌 Didn't even get a giga rally first like DRAM.

GhettoMuppet

like i said yesterday DRAM 50 not a meme

CUbuffGuy

DRAM to hit 60 by next week ez

Negative_Song_6362

Cisco traded at 100X forward earnings at its peak. MU is currently 4X and there's still a shortage of DRAM. Bad Comp

itsablackone

$DRAM is going to shit

TreGet234

Easy short DRAM and NCLD.

GloomyMembership4197

Neoclouds can sell their NVIDIA chips at 2x or 3x price now. They got it before DRAM shortage. Fear is overblown. They were smart to go all in early.

internetsoci0path

DRAM 49 today pls

rudietuesday

I own 1000 shares of DRAM @ $55. Am I cooked?

2020isgreat

if the world really was a simulation imagine how much compute would be needed long DRAM

Wide-Contribution-29

For a second I read that as EWY and was excited to get some super cheap SKHY or DRAM calls. Brazil is ok too I guess. Petrobas and embraer jet may be good buys here. 

daddysgirl794

DRAM is down like 40% from its highs lol

GhettoMuppet

DRAM $50 not a meme

Liquidsnake959

Would you take your money out of CRWV and just put it on DRAM at these levels?

internetsoci0path

DRAM to 50 please

AmazingSugar1

Sorry, I bought DRAM

Awaken_Benihime

Are you getting exposure to the entire industry through an ETF like DRAM?

Ok_Cry7572

AstroZan on X 𝗪𝗵𝗮𝘁 𝗗𝗼𝗲𝘀 𝘁𝗵𝗲 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 #𝗪𝗧𝗜 𝗖𝗵𝗮𝗿𝘁 𝗧𝗲𝗹𝗹 𝗨𝘀? 𝟭𝟬/𝟮𝟰/𝟮𝟲 🔴 𝗧𝗵𝗿𝗲𝗲 𝗟𝗼𝘄𝗲𝗿 𝗛𝗶𝗴𝗵𝘀 — 𝗢𝗻𝗲 𝗠𝗮𝗷𝗼𝗿 𝗥𝗲𝘀𝗶𝘀𝘁𝗮𝗻𝗰𝗲 The monthly #WTI chart shows oil testing a powerful, long-term descending resistance line originating from the Global Financial Crisis (GFC) oil price peak. Following that historic top, WTI established a lower high after the COVID dislocation, followed by a third lower high in April 2026. See the three red circles marking these major tops. 𝗧𝗵𝗲 𝗯𝗶𝗴 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻: Why should oil suddenly break above this multi-decade resistance when the Iran conflict, at least in its current form, has not produced a disruption comparable in scale to the GFC or COVID? 🔴 𝗧𝗵𝗲 $𝟭𝟬𝟯 𝗟𝗲𝘃𝗲𝗹 — 𝗛𝗶𝘀𝘁𝗼𝗿𝘆 𝗥𝗵𝘆𝗺𝗶𝗻𝗴? WTI is currently trading near $103, a historically important price zone. Notice the horizontal red line connecting three major resistance tests. Each previous encounter was followed by a significant price breakdown. 𝗪𝗶𝗹𝗹 𝗵𝗶𝘀𝘁𝗼𝗿𝘆 𝗿𝗲𝗽𝗲𝗮𝘁 𝗻𝗲𝘅𝘁 𝘄𝗲𝗲𝗸, just as oil bulls anticipate a geopolitical breakout on renewed Iran war fears? The chart suggests the risk may be to the 𝗗𝗢𝗪𝗡𝗦𝗜𝗗𝗘, not the upside. 🟢 𝗠𝗲𝗮𝗻𝘄𝗵𝗶𝗹𝗲, 𝗦𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿𝘀 𝗔𝗿𝗲 𝗦𝗲𝗻𝗱𝗶𝗻𝗴 𝗮 𝗩𝗲𝗿𝘆 𝗗𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗦𝗶𝗴𝗻𝗮𝗹! Friday's price action in $SMH, $SOXX, and $DRAM supports the broader bullish equity reversal thesis. Remember: 𝗦𝗲𝗺𝗶𝘀 𝗹𝗲𝗮𝗱 𝗼𝗻 𝘁𝗵𝗲 𝘄𝗮𝘆 𝗗𝗢𝗪𝗡, 𝗮𝗻𝗱 𝘁𝗵𝗲𝘆 𝗹𝗲𝗮𝗱 𝗼𝗻 𝘁𝗵𝗲 𝘄𝗮𝘆 𝗢𝗨𝗧 𝗼𝗳 𝗮 𝗰𝗼𝗿𝗿𝗲𝗰𝘁𝗶𝗼𝗻. On Friday, semiconductors demonstrated relative strength. $VXN behaved better than $VIX, while $SOXX and $SOXL closed positive despite the VIX remaining near 20. This is a 𝗕𝗨𝗟𝗟𝗜𝗦𝗛 𝗗𝗜𝗩𝗘𝗥𝗚𝗘𝗡𝗖𝗘, suggesting that underlying market strength may be developing even as fear remains elevated. 🚀 𝗠𝘆 𝗣𝗿𝗼𝗽𝗿𝗶𝗲𝘁𝗮𝗿𝘆 $𝗦𝗠𝗛 𝗖𝗼𝗺𝗽𝗿𝗲𝘀𝘀𝗶𝗼𝗻 𝗜𝗻𝗱𝗶𝗰𝗮𝘁𝗼𝗿 𝗜𝘀 𝗙𝗹𝗮𝘀𝗵𝗶𝗻𝗴! My custom $SMH coiling/compression indicator currently shows compression 𝟮𝟱𝟬% 𝗴𝗿𝗲𝗮𝘁𝗲𝗿 than at the March 30 bottom. It is also 𝟮𝟬% 𝗴𝗿𝗲𝗮𝘁𝗲𝗿 than at the July 29 bottom. This degree of compression suggests 𝗘𝗫𝗣𝗟𝗢𝗦𝗜𝗩𝗘 𝗨𝗣𝗦𝗜𝗗𝗘 𝗦𝗤𝗨𝗘𝗘𝗭𝗘 𝗥𝗜𝗦𝗞 heading into next week, particularly if the bullish semiconductor signals are confirmed. ⚠️ 𝗧𝗵𝗲 𝗢𝗻𝗲 𝗗𝗼𝘄𝗻𝘀𝗶𝗱𝗲 𝗦𝗰𝗲𝗻𝗮𝗿𝗶𝗼 𝗜 𝗔𝗺 𝗪𝗮𝘁𝗰𝗵𝗶𝗻𝗴: The principal short-term risk to my bullish outlook is an unexpected escalation with Iran, potentially involving a sudden, decisive, one-and-done military operation or leadership-targeting strike. Such an event could trigger a 𝗠𝗼𝗻𝗱𝗮𝘆 𝗺𝗮𝗿𝗸𝗲𝘁 𝗳𝗹𝘂𝘀𝗵, followed by a 𝗦𝗔𝗠𝗘-𝗗𝗔𝗬 𝗩-𝗦𝗛𝗔𝗣𝗘𝗗 𝗥𝗘𝗖𝗢𝗩𝗘𝗥𝗬 as the initial panic subsides. This will keep the long geometric structure in tact with a daily price wick. One speculative political scenario is that @netanyahu and @realDonaldTrump could view the approaching elections as a narrowing window for decisive action. Should Netanyahu lose his bid for another term, a caretaker government could face greater political constraints on launching further strikes. 𝗘𝘃𝗲𝗻 𝘂𝗻𝗱𝗲𝗿 𝘁𝗵𝗮𝘁 𝘀𝗰𝗲𝗻𝗮𝗿𝗶𝗼, 𝗺𝘆 𝗽𝗿𝗲𝗳𝗲𝗿𝗿𝗲𝗱 𝗺𝗮𝗿𝗸𝗲𝘁 𝗼𝘂𝘁𝗰𝗼𝗺𝗲 𝗿𝗲𝗺𝗮𝗶𝗻𝘀 𝗮 𝗿𝗮𝗽𝗶𝗱 𝗯𝘂𝗹𝗹𝗶𝘀𝗵 𝗿𝗲𝘃𝗲𝗿𝘀𝗮𝗹, rather than a sustained breakdown. 𝗠𝘆 𝗼𝘂𝘁𝗹𝗼𝗼𝗸: 𝗕𝗲𝗮𝗿𝗶𝘀𝗵 #𝗪𝗧𝗜. 𝗕𝘂𝗹𝗹𝗶𝘀𝗵 𝗦𝗲𝗺𝗶𝘀. 𝗨𝗽𝘀𝗶𝗱𝗲 𝗦𝗾𝘂𝗲𝗲𝘇𝗲 𝗥𝗶𝘀𝗸 𝗳𝗼𝗿 𝗘𝗾𝘂𝗶𝘁𝗶𝗲𝘀. I will discuss the $SMH chart and its extraordinary compression setup in a separate post later today.

internetsoci0path

how abt 50 DRAM monday…

internetsoci0path

i’m going w 51 DRAM monday

internetsoci0path

ur in DRAM too nah

internetsoci0path

what does DRAM open at

throwaway9gk0k4k569

Nobody is going to tell you to panic sell and get the fuck out before they dump everything and you are left holding the bag. Go read this article https://finance.yahoo.com/markets/stocks/articles/memory-storage-stocks-rebound-western-155816327.html The article uses almost all positive terms including"Stocks Rebound", "stocks climbed", "rebounding", "topped analysts' expectations", "shaking off some of their blues", "Shares of the hard drive maker were recently up", "earnings that exceeded Wall Street's expectations", "figures topped analysts' estimates", "outlook also exceeded consensus projections" A tiny little section says "it may be getting harder for some of the market's biggest AI winners to impress" Wake the fuck up. This was a down or flat week after a massive selloff. The VIX has freaked out twice in the last 10 days. WDC STX SNDK MU DRAM and all of these AI suppliers have been fucking devastated, 30% down in the last 30 days and 40-50% off of their May highs. Did you read about Anthropic's S1 IPO filing today? The one all the mainstream media said would be getting filed. No? They didn't tell you? And they are not going to.

throwaway9gk0k4k569

Nobody is going to tell you to panic sell and get the fuck out before they dump everything and you are left holding the bag. Go read this article https://finance.yahoo.com/markets/stocks/articles/memory-storage-stocks-rebound-western-155816327.html The article uses almost all positive terms including"Stocks Rebound", "stocks climbed", "rebounding", "topped analysts' expectations", "shaking off some of their blues", "Shares of the hard drive maker were recently up", "earnings that exceeded Wall Street's expectations", "figures topped analysts' estimates", "outlook also exceeded consensus projections" A tiny little section says "it may be getting harder for some of the market's biggest AI winners to impress" Wake the fuck up. This was a down or flat week. WDC STX SNDK MU DRAM and all of these AI suppliers have been fucking devastated, 30% down in the last 30 days and 40-50% off of their May highs. Did you read about Anthropic's S1 IPO filing today? The one all the mainstream media said would be getting filed. No? They didn't tell you? And they are not going to.

Shoganai_Hito

DRAM and ~~chill~~ freak the fuck out