SK Hynix reports a memory shortage could last through 2030, but its new HBM4E facility will not reach volume until Q3 2029.
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The creator explains why memory stocks are lagging despite strong fundamentals and Nvidia's massive capital...
Aug 28, 2026
The creator explains why memory stocks are lagging despite strong fundamentals and Nvidia's massive capital expenditure, emphasizing that these stocks are currently in a consolidation phase and require technical confirmation before a bullish move.
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SanDisk is in a consolidation phase and requires a move above $1500, $1550, and $1565 to confirm a bullish trend.
Micron is currently consolidating and needs to hold the $900 level and reclaim $960, with a key breakout level at $1040.
Nvidia is a key market leader, but the creator is focused on its role in driving memory sector demand rather than providing a direct buy/sell call.
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