Memory Supply Only Covers 50–66% of Demand — Gap Won't Close Until 2028
Is Micron Still the Best Memory Play?
Memory ETF: $Roundhill Memory ETF (DRAM.US)$
Micron's Key Competitors: $SanDisk (SNDK.US)$, $Western Digital (WDC.US)$, $Intel (INTC.US)$
Micron's Key Clients: $NVIDIA (NVDA.US)$, $Advanced Micro Devices (AMD.US)$, $Apple (AAPL.US)$, $Microsoft (MSFT.US)$, $Dell Technologies (DELL.US)$, $Qualcomm (QCOM.US)$
📈 Follo...

25 Likes I will release my top pick:
$Firy (FIRY.US)$
$Soluna Holdings (SLNH.US)$
$Akanda (AKAN.US)$
$Cue Biopharma (CUE.US)$
$Workhorse (WKHS.US)$
$BiomX (PHGE.US)$
$Trio-Tech International (TRT.US)$
$Atlas Lithium (ATLX.US)$
What do you have on your watchlist ?

Join the discussion and win up to 3,800 points. Join now
The new Moomoo Options GEX (Gamma Exposure) has officially launched to help you trade options better. Come and be the first to try it out!
What is GEX?
It’s a market "barometer" that tracks market maker activity to help you gauge whether the market may stay calm or get volatile.
How can GEX help your trading?
– Spot Potential Levels: Highlights large options concentrations, indicati...

$Glucotrack (GCTK.US)$ I heard .75-.80 buy zone. I know I got a few people buying now 😴🤑

The AI wave is not a one-off explosion but a profound 'super cycle.' Capital has started from the most core computing chips and is systematically rotating along the industrial chain from inside to outside, and from software to hardware.
Below are the different stages of the AI super cycle and their representative targets. It's recommended tolike and save this postas a reference for future positioning:
This is the starting point of the cycle and currently the most mature sector.
Phase One: Semiconductors (Cornerstone Established):
Representative stocks： $NVIDIA (NVDA.US)$ 、 $Arm Holdings (ARM.US)$ 、 $Advanced Micro Devices (AMD.US)$ 、 $Broadcom (AVGO.US)$ 、 $Intel (INTC.US)$
After the explosive growth in computing power, the speed of data reading and transmission efficiency become the next issues that must be resolved.
Phase Two: Storage and Optical Communication (Transmission Bottlenecks):
Storage/Memory： $Micron Technology (MU.US)$ 、 $Western Digital (WDC.US)$ 、 $Seagate Technology (STX.US)$ 、 $SanDisk (SNDK.US)$
Photonics/Optical Communication： $Nokia Oyj (NOK.US)$ 、 $Lumentum (LITE.US)$ 、 $Coherent (COHR.US)$ 、 $Applied Optoelectronics (AAOI.US)$ 、 $Corning (GLW.US)$ 、...

$22nd Century (XXII.US)$ Congratulations to those who are currently invested, the stock is about to take off

$X-Energy (XE.US)$ oklo or xe?

$X-Energy (XE.US)$ yes I'm in!