Olaola
Set a live reminder
$SK hynix (SKHY.US)$
SK hynix Q2 FY2026 earnings conference call is scheduled for July 28 at 8:00 PM ET /July 29 at 8:00 AM SGT/ July 29 at 10:00 AM AEST. Subscribe to join the live earnings conference with management now.
Beat or Miss?
What do you expect from SK hynix's Q2 FY2026 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say.
SK hynix Q2 FY2026 earnings conference call is scheduled for July 28 at 8:00 PM ET /July 29 at 8:00 AM SGT/ July 29 at 10:00 AM AEST. Subscribe to join the live earnings conference with management now.
Beat or Miss?
What do you expect from SK hynix's Q2 FY2026 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say.
SK hynix Q2 FY2026 earnings conference call
Jul 29 08:00
Book 7
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$Micron Technology (MU.US)$ i guess aphabet will be spending more in AI plus outstanding report by Intel this week
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Olaola
voted
$Western Digital (WDC.US)$ is
rebounding (finally)
So is the whole chip market.
$Roundhill Memory ETF (DRAM.US)$
is nearing $60 as $Micron Technology (MU.US)$
also gets a price hike to $1900.
Looks like it was just a normal institutional profit taking spree after 300% gains.
disclaimer: thank god it didn't dip down to March 30, 2025 levels
rebounding (finally)
So is the whole chip market.
$Roundhill Memory ETF (DRAM.US)$
is nearing $60 as $Micron Technology (MU.US)$
also gets a price hike to $1900.
Looks like it was just a normal institutional profit taking spree after 300% gains.
disclaimer: thank god it didn't dip down to March 30, 2025 levels
6
$Micron Technology (MU.US)$ heading toward 1000 🚀🎢
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$Micron Technology (MU.US)$ the bull might go crazy today 🚀🎢
Olaola
voted
Morgan Stanley published two memory reports three days apart. One warned that pricing momentum is approaching a peak. The other called the recent selloff a compelling entry point.
The views are less contradictory than they appear:
The speed of improvement may be peaking, but the memory cycle itself may be far from over.
The Asia team is cautious on the slope of pricing growth. The U.S. team remains constructive on the duration of the shortage...
The views are less contradictory than they appear:
The speed of improvement may be peaking, but the memory cycle itself may be far from over.
The Asia team is cautious on the slope of pricing growth. The U.S. team remains constructive on the duration of the shortage...
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Olaola
liked
$Micron Technology (MU.US)$ GREEN ALL THE WAY
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Olaola
voted
Morgan Stanley’s rotation thesis appears to be playing out.
Investors are not abandoning AI. They are moving from crowded hardware stocks toward companies that control cloud platforms, users and monetization.
Semiconductors may still have strong fundamentals, but the next phase of the AI trade could be more selective. AI is not over. Leadership is changing.
$Apple (AAPL.US)$ $Alphabet-A (GOOGL.US)$ $Microsoft (MSFT.US)$ $Meta Platforms (META.US)$ $SanDisk (SNDK.US)$ $Micron Technology (MU.US)$ $SK hynix (SKHY.US)$ $NVIDIA (NVDA.US)$ $Amazon (AMZN.US)$ $Western Digital (WDC.US)$ $Seagate Technology (STX.US)$ $NEBIUS (NBIS.US)$ $CoreWeave (CRWV.US)$ $VanEck Semiconductor ETF (SMH.US)$ $PHLX Semiconductor Index (.SOX.US)$
...
Investors are not abandoning AI. They are moving from crowded hardware stocks toward companies that control cloud platforms, users and monetization.
Semiconductors may still have strong fundamentals, but the next phase of the AI trade could be more selective. AI is not over. Leadership is changing.
$Apple (AAPL.US)$ $Alphabet-A (GOOGL.US)$ $Microsoft (MSFT.US)$ $Meta Platforms (META.US)$ $SanDisk (SNDK.US)$ $Micron Technology (MU.US)$ $SK hynix (SKHY.US)$ $NVIDIA (NVDA.US)$ $Amazon (AMZN.US)$ $Western Digital (WDC.US)$ $Seagate Technology (STX.US)$ $NEBIUS (NBIS.US)$ $CoreWeave (CRWV.US)$ $VanEck Semiconductor ETF (SMH.US)$ $PHLX Semiconductor Index (.SOX.US)$
...
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$Micron Technology (MU.US)$ selling another mortgage to buy more ! 🚀
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