storage-chips

#storage-chips

@Zh_Crypto517: Yesterday, as the market pulled back, a bunch of bearish views on memory storage emerged. First, a common sense: SK Hynix's sharp drop is because in the century divorce case, the woman wants over 10% of shares, potentially causing selling pressure. Micron $MU is a technical pullback after hitting an all-time high. Purely event-driven; fundamentals haven't changed a bit. I don't know what the panic is about. "Even Apple's devices have raised prices,...

X AI KOLs Following ↗ · yesterday Cached

The author analyzes the reasons for the pullback in memory chip stocks, attributing SK Hynix's decline to divorce-case selling pressure and Micron's to a technical pullback, with fundamentals unchanged. Emphasizes that AI demand is driving upstream strength, consumer electronics capacity is being squeezed, and the supply chain remains a seller's market.

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storage-chips

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