u/Neither-Sweet-3218

U think ppl alr priced in a potential rate hike?

I’m concerned that there will be a massive rotation of liquidity from US memory stock names like micron, SanDisk and WDC into SK Hynix. Or that SK Hynix will now look bigger than micron cos it alr has a larger memory share and also now it can be traded in the US. What are yall anticipating?

Cos like the results are not certain yet but a lot of ppl are buying in like it’s very very likely to be a success. Want to understand more cos im new to it and interested. I hope it’s not just a gamble. What price target do u guys have realistically?

Do u think BB can become a major major player in the ai industry in time to come? Cos right now its market cap is still low under 10 billion dollars so just curious how much more growth do u think it has

Apple just filed a request to purchase memory from CXMT so idk if this Chinese memory maker manages to enter the market whether micron positon would be significantly hurt and its stock too. Do u think next week will be bad for micron given this news?

Asking cos over the past year we have alr been up over 600% while other more established peers like wulf is up like close to 500% and iren is up over 200% so seems on the surface like we alr came up a lot. Do u think a lot of KEEL future growth alr priced in or it still has a lot more upside left?

Asking cos over the past year we have alr been up over 600% while other more established peers like wulf is up like close to 500% and iren is up over 200% so seems on the surface like we alr came up a lot. Do u think a lot of KEEL future growth alr priced in or it still has a lot more upside left?

Becos SK Hynix does actually have much stronger earnings than micron and captures a larger share of the HBM market especially. All the while micron has enjoyed being the sole US listed memory company but now the actual memory leader is going to be listed in the US markets and may make micron look "small" and "less impressive" and ppl may rotate their liquidity into sk hynix instead? What do u think about this?

The earnings report were about micron not sandisk but today sandisk is performing noticeably stronger than micron even without much recent major news about sandisk. What is going on?

The earnings report were about micron not sandisk but today sandisk is performing noticeably stronger than micron even without much recent major news about sandisk. What is going on?

Genuinely want to know ur objective thoughts on this based on ur research and understanding of the two

Just curious cos yall may be long term MU holders too

So my blk is gonna undergo HIP sometime soon and management gave us the heads up that the whole HIP timeline for my blk will take arnd 2 months. So im kinda surprised cos based on what i read in the past about past HIPs they usually take quite long like around half a year at least? So just wanna ask on here how long did ur HIP take any of yall had HIP that completed relatively fast? Is it based on each individual flats condition that they decide the necessary timeline on a case by case basis?

So Sk Hynix is actually the market leader for HBM and it seems from Jensen Huang’s recent Korea trip that Samsung will also be the number 2 supplier of HBM for the Vera Rubin so micron is actually taking the smallest slice of the pie. Also Sk Hynix has lower forward and trailing PE and is gonna list on NASDAQ soon. So idk do u think a lot of retail money will flow out of micron and into the SK Hynix leader when the listing happens?

Unless micron miraculously catches up in HBM production and captures more market share then we would be in a safer position moving forward?

Seeing the comments in the post above it seems most ppl feel that a lot of investors are migrating to SanDisk and micron won’t see a rally anytime soon even with a strong earnings report.

Cos it seems to eliminate a large global customer base at least that’s what ppl are saying on X.

I mean ya its good we are not in the red but i cant understand why SNDK is going up so much today without rlly much major good news around it specifically while we are so still anyone has any insights?

Why did we move up so little today compared to ASTS?

Alright so initially in the pre market hours Nebius was doing pretty well but later it came out that BNP Paribas gave us a neutral rating that todays gains were just wiped out!!!

Understand the space sector is taking a hit right now cos of Blue Origin but still rlly shocked as to why we dipped much more than ASTS so would like to hear ur insights and thoughts on this. Whether there’s any deeper worrying issue so to speak.