Sandisk is expected to benefit in the near term from high DRAM prices and current demand, but faces longer-term risks from increased supply.
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The creator discusses SK Hynix's upcoming Nasdaq listing, noting its dominance in the AI memory market and...
Jul 6, 2026
The creator discusses SK Hynix's upcoming Nasdaq listing, noting its dominance in the AI memory market and its significant run-up. While acknowledging near-term benefits from demand and supply constraints, the creator expresses caution about the long-term outlook due to increased capacity potentially leading to a glut, suggesting a 'sell the news' event.
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Micron's recent strong earnings and subsequent price drop suggest that the trade is exhausted, implying a potential short-term pause or consolidation.
The creator suggests selling SK Hynix on the news of its Nasdaq listing due to its significant prior run-up and potential long-term supply glut concerns.
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