Publikovat

$SNDK SK Hynix sells moat — HBM holds over half the market share, others can't catch up, but the premium has already been fully priced in, which is why it only rose 28% this year. $MU wrong sell-off — across the boardPE in single digits, waiting for a financial report to verify. SanDisk sells imagination — long-term contracts + HBF, the story is the most attractive, but the pullback is also the harshest. The big picture in eight characters: there's a top above and a bottom below. #DailyOrbit