NVIDIA is mentioned as part of a broader semiconductor sector review, noting its price remained flat.
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The creator discusses his recent trade entries in memory semiconductor stocks (SanDisk, Micron, SK Hynix) f...
Aug 16, 2026
The creator discusses his recent trade entries in memory semiconductor stocks (SanDisk, Micron, SK Hynix) following a technical signal, highlighting the shift from a 'shortage' trade to a 'contract' trade based on long-term supply agreements.
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Tickers discussed in this post
Applied Materials is mentioned as part of a broader semiconductor sector review, noting its recent price decline.
Broadcom is mentioned as part of a broader semiconductor sector review, noting its recent price decline.
The creator is long SK Hynix, focusing on its continued leadership in High Bandwidth Memory (HBM).
The creator is long Micron, citing its multi-year supply commitments as a floor for future earnings.
The creator initiated a long position in SanDisk following a technical signal and notes its transition to a contract-based revenue model.