SK Hynix Gains 4.7% — Did JPMorgan Just Add Memory to Its Beneficiary List?

Memory bounced Tuesday — SK Hynix +4.70%, SanDisk +2.68%, Micron +0.87%, SOXL +2.31% — taking back part of the post-earnings slide. The trigger was sell-side positioning: JPMorgan said Nvidia's cycle strength is broadening past logic into the memory chain, naming six beneficiaries. Unresolved: how long new Chinese capacity and long-term contract pricing can hold. Upstream keeps confirming while the prices keep swinging — what is the market still waiting on?

+ Follow

+28

Tiger_comments

08-18 17:39

The AI Bill Isn’t Fully Visible: Big Tech Has $3 Trillion in Off-Balance-Sheet Commitments

Investors closely track Big Tech’s quarterly capital expenditures, but reported CapEx only captures part of the AI buildout. Nine major technology companies reportedly have about $3 trillion in future lease, chip-purchase and infrastructure commitments that are not yet fully reflected on their balance sheets. 1. Where Did the $3 Trillion Come From? According to a Wall Street Journal analysis of financial-statement footnotes, nine major technology companies reported roughly $600 billion in combined CapEx over their latest 12-month periods. However, their broader future commitments approach $3 trillion, including approximately: $1.2 trillion in data-center leases that have not yet commenced; $1.9 trillion in long-term purchase agreements covering chips, memory, power and other infrastructure

The AI Bill Isn’t Fully Visible: Big Tech Has $3 Trillion in Off-Balance-Sheet Commitments

FAITHFULLY

08-14

JPMorgan's memory call isn't a rotation story — it's a "the correction was wrong" story The framing matters here. This wasn't JPMorgan discovering memory as some new Nvidia-adjacent trade — it's JPMorgan's Jay Kwon calling the recent 25% memory correction a mistake, made on Monday, two trading days before Tuesday's bounce. His thesis has two legs: supply-demand shortage persists for two more years, and — the more interesting part — memory demand is broadening from GPU to CPU in a way he thinks the market has underpriced. That's a different claim than "AI cycle strength is spilling over." It's "the market already knew this conceptually but hasn't modeled the actual volume impact." That's why Tuesday's move (SK Hynix +4.7%, SanDisk +2.68%, Micron +0.87%, SOXL +2.31%) reads as a reset of Q3 e

Tiger_comments

08-14

SNDK Surges 14%, AMAT Falls Despite Beating Estimates: At Record Highs, the Market Only Rewards Posi

A mild PPI report pushed the S&P 500 to another record close, but the real story overnight was the widening gap within tech. SNDK surged 13.7% after unveiling its long-term growth targets through 2030, lifting WDC and MU with it. Meanwhile, COHR, Cisco and AMAT all delivered solid results—but their stocks were not rewarded. Investors still want AI exposure, but they are no longer paying higher prices for growth that is already widely expected. S&P 500 Hits Another Record as PPI Eases Rate-Hike Fears All three major U.S. indices closed higher overnight: The immediate catalyst was the July U.S. Producer Price Index. Headline PPI was unchanged from the previous month, easing concerns about another inflation rebound. Goods prices declined 0.7%, including a 3.1% drop in energy prices, o

SNDK Surges 14%, AMAT Falls Despite Beating Estimates: At Record Highs, the Market Only Rewards Posi

LazyCat Invests

08-13

Tiger BOSS Debit Card Epic Rewards

Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!

Tiger BOSS Debit Card Epic Rewards

MHO

08-13

Should I buy ? Or wait

Lama567

08-12

$Sea Ltd(SE)$ Y$First Innovative(LEGR)$

Juny JJang

08-12

SK hynix remains one of my top AI semiconductor picks, supported by strong HBM demand, leading HBM technology, and continued growth in AI data-center investment. I expect earnings growth to remain strong, although short-term volatility is likely due to high market expectations and memory-cycle risks.

TheMarketLens101

08-12

【Voting Post】2027 Memory Outlook: HBM/DRAM Remain Tight, While NAND Supply Eases The memory market may begin to diverge in 2027. TrendForce expects NAND Flash to remain undersupplied throughout 2026, with an estimated supply deficit of 4–5%. However, as new capacity and more advanced NAND production ramp up, supply could begin exceeding demand in the second half of 2027—particularly if smartphone and notebook demand remains weak. This does not mean NAND demand is collapsing. AI data centres continue to drive strong demand for enterprise SSDs and high-capacity storage. The concern is that supply may eventually grow faster than demand, reducing NAND manufacturers’ pricing power. Investment implications: • SK Hynix $SK hynix(SKHY)$ remains best positio

Marktomarket

08-12

One US$500 Billion Deal: The Fee Collectors Rose, the Payers Fell

Hello. In the last piece Nvidia was out raising up to US$500 billion for AI infrastructure and the market had started asking where the money would come from. Last night we got half an answer: the money is there, but the people putting it up and the people spending it went in opposite directions. The providers all rose: KKR up 6.88 per cent, Apollo 6.26 per cent, Brookfield 4.77 per cent, Blackstone 3.89 per cent and BlackRock 1.54 per cent. The spenders fell for a second day: Alphabet down 3.61 per cent, its fourth decline in five sessions; $Amazon.com(AMZN)$ down 2.09 per cent, $Broadcom(AVGO)$ 1.5 per cent, $Apple(AAP

One US$500 Billion Deal: The Fee Collectors Rose, the Payers Fell

Tiger_comments

08-12

The $104 Billion Backlog Is Still There: CRWV Jumps 14%, SMCI Gains 7% After Hours

AI hardware stocks have suffered a sharp valuation reset, but the latest earnings show that underlying infrastructure demand remains strong. CoreWeave’s revenue backlog reached $104.2 billion, while Super Micro guided for up to $72 billion in annual revenue. The key bottlenecks are increasingly power, cooling, networking and financing—not a lack of AI orders AI Infrastructure Rebounds After Hours U.S. stocks ended the latest session lower as investors remained cautious ahead of the July CPI report: S&P 500: −0.32% Nasdaq Composite: −0.60% Dow Jones: −0.34% However, several AI infrastructure names rebounded after the close: $CoreWeave(CRWV)$: up more than 14% after hours $Super Micro Computer(SMCI)$: u

The $104 Billion Backlog Is Still There: CRWV Jumps 14%, SMCI Gains 7% After Hours

Cavfinfever

08-03

What is the go with this ? All is it all a rouse to tank the price then the big fish scoop it all up? [Miser]

_dachad

08-01

I was too fearful to touch SK hynix, or other mem stocks at elevated prices for that matter. I did however get in and out long MU, for a small gain. not trying to rub salt into your wounds, just making the point that if you are long now, be careful as we get closer to October and chance of rate increase becomes higher.

_dachad

08-01

meurasian77

07-31

how are they gonna adjust the leverage? based on what conditions? fine details not provided here 😕

LanlanCC

07-31

The correct attitude against $SK海力士(SKHY)$ [傲娇] The problem with the South Korean government is not that it allows such products, but rather that it is a dilemma. The South Korean market originally had no leveraged products. Seeing that Hong Kong Korean stocks attracted a lot of money, the government believed that the fat should not go to other people's land, so it allowed the local market to launch in the name of "protecting investors". Individual investors are investing wildly, and the government is struggling to get out. When the stock price of Hynix quickly returned to high levels, the government said it needed to regulate and restrict, so the market panicked and retail investors stepped on people. Some analysts believe

AntonyGeorge

07-30

149k

Vicser

07-30

Sad. Bought at 177. Now 126. Shld in more to lower price. [Speechless]

ThiV

07-30

sndk...wdc....skhy...soxl..total loss usd 10k...not planning to buy the dip...

Shyon

07-30

I don't own $SK hynix(SKHY)$ or $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ directly, but I've been increasing my exposure to the memory-chip sector through Micron and leveraged semiconductor ETFs during this pullback. I believe the selloff reflects overly high expectations rather than weakening fundamentals. AI-driven HBM demand remains a strong long-term growth driver. I prefer buying quality companies during periods of fear instead of chasing momentum. I've been adding to Micron and SOXL on weakness because I expect AI infrastructure spending and memory demand to keep expanding. Volatility creates opportunities for patient investors. The leverage change to 07709 makes sense from a risk-manag

cl2

07-30

Just 1k and counting "biggest loss award"?! rubbing salt on wounds.... [Facepalm]

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Nine major technology companies reportedly have about $3 trillion in future lease, chip-purchase and infrastructure commitments that are not yet fully reflected on their balance sheets. 1. Where Did the $3 Trillion Come From? According to a Wall Street Journal analysis of financial-statement footnotes, nine major technology companies reported roughly $600 billion in combined CapEx over their latest 12-month periods. However, their broader future commitments approach $3 trillion, including approximately: $1.2 trillion in data-center leases that have not yet commenced; $1.9 trillion in long-term purchase agreements covering chips, memory, power and other infrastructure","listText":"Investors closely track Big Tech’s quarterly capital expenditures, but reported CapEx only captures part of the AI buildout. Nine major technology companies reportedly have about $3 trillion in future lease, chip-purchase and infrastructure commitments that are not yet fully reflected on their balance sheets. 1. Where Did the $3 Trillion Come From? According to a Wall Street Journal analysis of financial-statement footnotes, nine major technology companies reported roughly $600 billion in combined CapEx over their latest 12-month periods. However, their broader future commitments approach $3 trillion, including approximately: $1.2 trillion in data-center leases that have not yet commenced; $1.9 trillion in long-term purchase agreements covering chips, memory, power and other infrastructure","text":"Investors closely track Big Tech’s quarterly capital expenditures, but reported CapEx only captures part of the AI buildout. Nine major technology companies reportedly have about $3 trillion in future lease, chip-purchase and infrastructure commitments that are not yet fully reflected on their balance sheets. 1. Where Did the $3 Trillion Come From? According to a Wall Street Journal analysis of financial-statement footnotes, nine major technology companies reported roughly $600 billion in combined CapEx over their latest 12-month periods. However, their broader future commitments approach $3 trillion, including approximately: $1.2 trillion in data-center leases that have not yet commenced; $1.9 trillion in long-term purchase agreements covering chips, memory, power and other infrastructure","images":[{"img":"https://community-static.tradeup.com/news/0810ae68ab175463ddbe05f3c583e67a"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":60,"commentSize":3,"repostSize":5,"link":"https://ttm.financial/post/598217738040832","isVote":1,"tweetType":1,"viewCount":4752,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4194184698932812","idStr":"4194184698932812"},"content":"The Real AI Risk Isn't Spending — It's Monetization I'd pick a: AI revenue takes too long to materialize. The $3 trillion commitment shows that AI demand is being locked in, but spending does not automatically create returns. Hyperscalers are committing huge amounts to chips, data centers, power and leases before AI revenue fully catches up. Hardware suppliers may benefit first, but eventually investors will ask whether AI revenue can cover depreciation, interest, rent and electricity. If monetization disappoints, CapEx will eventually slow, creating a second wave of pressure across semiconductors, memory and infrastructure stocks. In my view, the biggest AI bubble risk isn't overspending itself — it's spending faster than profits can catch up. @Tiger_comments [真香]","text":"The Real AI Risk Isn't Spending — It's Monetization I'd pick a: AI revenue takes too long to materialize. The $3 trillion commitment shows that AI demand is being locked in, but spending does not automatically create returns. Hyperscalers are committing huge amounts to chips, data centers, power and leases before AI revenue fully catches up. Hardware suppliers may benefit first, but eventually investors will ask whether AI revenue can cover depreciation, interest, rent and electricity. If monetization disappoints, CapEx will eventually slow, creating a second wave of pressure across semiconductors, memory and infrastructure stocks. In my view, the biggest AI bubble risk isn't overspending itself — it's spending faster than profits can catch up. @Tiger_comments [真香]","html":"The Real AI Risk Isn't Spending — It's Monetization I'd pick a: AI revenue takes too long to materialize. The $3 trillion commitment shows that AI demand is being locked in, but spending does not automatically create returns. Hyperscalers are committing huge amounts to chips, data centers, power and leases before AI revenue fully catches up. Hardware suppliers may benefit first, but eventually investors will ask whether AI revenue can cover depreciation, interest, rent and electricity. If monetization disappoints, CapEx will eventually slow, creating a second wave of pressure across semiconductors, memory and infrastructure stocks. In my view, the biggest AI bubble risk isn't overspending itself — it's spending faster than profits can catch up. @Tiger_comments [真香]"},{"author":{"id":"9000000000000713","authorId":"9000000000000713","name":"AmyMacaulay","avatar":"https://static.tigerbbs.com/a24bcc27dc29a6d8ea2018519aa88251","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000713","idStr":"9000000000000713"},"content":"That 3T figure feels overstated as cash pressure. Lease commencements and purchase commitments hit the statements on different timelines, so the panic read is probably too linear.","text":"That 3T figure feels overstated as cash pressure. Lease commencements and purchase commitments hit the statements on different timelines, so the panic read is probably too linear.","html":"That 3T figure feels overstated as cash pressure. Lease commencements and purchase commitments hit the statements on different timelines, so the panic read is probably too linear."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":596662042186448,"gmtCreate":1786696124779,"gmtModify":1786697605683,"author":{"id":"4212488470554972","authorId":"4212488470554972","name":"FAITHFULLY","avatar":"https://community-static.tradeup.com/news/5131123a2df21fbd7c3d132001161937","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4212488470554972","idStr":"4212488470554972"},"themes":[],"title":"","htmlText":"JPMorgan's memory call isn't a rotation story — it's a \"the correction was wrong\" story The framing matters here. This wasn't JPMorgan discovering memory as some new Nvidia-adjacent trade — it's JPMorgan's Jay Kwon calling the recent 25% memory correction a mistake, made on Monday, two trading days before Tuesday's bounce. His thesis has two legs: supply-demand shortage persists for two more years, and — the more interesting part — memory demand is broadening from GPU to CPU in a way he thinks the market has underpriced. That's a different claim than \"AI cycle strength is spilling over.\" It's \"the market already knew this conceptually but hasn't modeled the actual volume impact.\" That's why Tuesday's move (SK Hynix +4.7%, SanDisk +2.68%, Micron +0.87%, SOXL +2.31%) reads as a reset of Q3 e","listText":"JPMorgan's memory call isn't a rotation story — it's a \"the correction was wrong\" story The framing matters here. This wasn't JPMorgan discovering memory as some new Nvidia-adjacent trade — it's JPMorgan's Jay Kwon calling the recent 25% memory correction a mistake, made on Monday, two trading days before Tuesday's bounce. His thesis has two legs: supply-demand shortage persists for two more years, and — the more interesting part — memory demand is broadening from GPU to CPU in a way he thinks the market has underpriced. That's a different claim than \"AI cycle strength is spilling over.\" It's \"the market already knew this conceptually but hasn't modeled the actual volume impact.\" That's why Tuesday's move (SK Hynix +4.7%, SanDisk +2.68%, Micron +0.87%, SOXL +2.31%) reads as a reset of Q3 e","text":"JPMorgan's memory call isn't a rotation story — it's a \"the correction was wrong\" story The framing matters here. This wasn't JPMorgan discovering memory as some new Nvidia-adjacent trade — it's JPMorgan's Jay Kwon calling the recent 25% memory correction a mistake, made on Monday, two trading days before Tuesday's bounce. His thesis has two legs: supply-demand shortage persists for two more years, and — the more interesting part — memory demand is broadening from GPU to CPU in a way he thinks the market has underpriced. That's a different claim than \"AI cycle strength is spilling over.\" It's \"the market already knew this conceptually but hasn't modeled the actual volume impact.\" That's why Tuesday's move (SK Hynix +4.7%, SanDisk +2.68%, Micron +0.87%, SOXL +2.31%) reads as a reset of Q3 e","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596662042186448","isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596669029474328,"gmtCreate":1786679633014,"gmtModify":1786679679001,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"SNDK Surges 14%, AMAT Falls Despite Beating Estimates: At Record Highs, the Market Only Rewards Posi","htmlText":"A mild PPI report pushed the S&amp;P 500 to another record close, but the real story overnight was the widening gap within tech. SNDK surged 13.7% after unveiling its long-term growth targets through 2030, lifting WDC and MU with it. Meanwhile, COHR, Cisco and AMAT all delivered solid results—but their stocks were not rewarded. Investors still want AI exposure, but they are no longer paying higher prices for growth that is already widely expected. S&amp;P 500 Hits Another Record as PPI Eases Rate-Hike Fears All three major U.S. indices closed higher overnight: The immediate catalyst was the July U.S. Producer Price Index. Headline PPI was unchanged from the previous month, easing concerns about another inflation rebound. Goods prices declined 0.7%, including a 3.1% drop in energy prices, o","listText":"A mild PPI report pushed the S&amp;P 500 to another record close, but the real story overnight was the widening gap within tech. SNDK surged 13.7% after unveiling its long-term growth targets through 2030, lifting WDC and MU with it. Meanwhile, COHR, Cisco and AMAT all delivered solid results—but their stocks were not rewarded. Investors still want AI exposure, but they are no longer paying higher prices for growth that is already widely expected. S&amp;P 500 Hits Another Record as PPI Eases Rate-Hike Fears All three major U.S. indices closed higher overnight: The immediate catalyst was the July U.S. Producer Price Index. Headline PPI was unchanged from the previous month, easing concerns about another inflation rebound. Goods prices declined 0.7%, including a 3.1% drop in energy prices, o","text":"A mild PPI report pushed the S&P 500 to another record close, but the real story overnight was the widening gap within tech. SNDK surged 13.7% after unveiling its long-term growth targets through 2030, lifting WDC and MU with it. Meanwhile, COHR, Cisco and AMAT all delivered solid results—but their stocks were not rewarded. Investors still want AI exposure, but they are no longer paying higher prices for growth that is already widely expected. S&P 500 Hits Another Record as PPI Eases Rate-Hike Fears All three major U.S. indices closed higher overnight: The immediate catalyst was the July U.S. Producer Price Index. Headline PPI was unchanged from the previous month, easing concerns about another inflation rebound. Goods prices declined 0.7%, including a 3.1% drop in energy prices, o","images":[{"img":"https://community-static.tradeup.com/news/0fb75f2dc65b9dec22856dcc696f8f90","width":"1254","height":"1254"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":138,"commentSize":5,"repostSize":9,"link":"https://ttm.financial/post/596669029474328","isVote":1,"tweetType":1,"viewCount":10192,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"I pick C: MU. SNDK's long-term agreement and HBF do have the opportunity to reduce the cyclical volatility of the storage industry, but the 80% gross margin target still needs to be fulfilled in the long term for now, and after a single-day rise of 14%, short-term expectations are not low. In contrast, MU covers HBM, DRAM and NAND at the same time, which has both AI high-end storage elasticity and a more complete product layout with stronger certainty. My strategy is: look bullish on storage in the long term and don't chase SNDK in the short term. Let's first see whether the long-term agreement can truly stabilize the profit margin and whether HBF can land as planned, and then decide whether to add positions. MU is more suitable for doing core, SNDK and other callbacks.","text":"I pick C: MU. SNDK's long-term agreement and HBF do have the opportunity to reduce the cyclical volatility of the storage industry, but the 80% gross margin target still needs to be fulfilled in the long term for now, and after a single-day rise of 14%, short-term expectations are not low. In contrast, MU covers HBM, DRAM and NAND at the same time, which has both AI high-end storage elasticity and a more complete product layout with stronger certainty. My strategy is: look bullish on storage in the long term and don't chase SNDK in the short term. Let's first see whether the long-term agreement can truly stabilize the profit margin and whether HBF can land as planned, and then decide whether to add positions. MU is more suitable for doing core, SNDK and other callbacks.","html":"I pick C: MU. SNDK's long-term agreement and HBF do have the opportunity to reduce the cyclical volatility of the storage industry, but the 80% gross margin target still needs to be fulfilled in the long term for now, and after a single-day rise of 14%, short-term expectations are not low. In contrast, MU covers HBM, DRAM and NAND at the same time, which has both AI high-end storage elasticity and a more complete product layout with stronger certainty. My strategy is: look bullish on storage in the long term and don't chase SNDK in the short term. Let's first see whether the long-term agreement can truly stabilize the profit margin and whether HBF can land as planned, and then decide whether to add positions. MU is more suitable for doing core, SNDK and other callbacks."},{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4194184698932812","idStr":"4194184698932812"},"content":"A. SNDK — The story is bigger than NAND. I'd still pick SNDK. What caught my attention wasn't just the 13.7% rally, but the potential change in its business model. Long-term agreements could make earnings and cash flow much more predictable, while HBF gives SNDK another angle on the growing AI inference market. MU has broader exposure across HBM, DRAM and NAND, and WDC offers an interesting data-center HDD story. But SNDK currently has the most interesting combination of AI storage demand, long-term contracts, high-margin targets and shareholder returns. The only thing I wouldn't do is chase the stock after a huge one-day move. At this valuation, expectations are already high. For me, the real test is whether SNDK can hold the gains and prove that those ambitious 2030 targets are actually achievable. If it can, this may be more than just another NAND cycle. It could be a genuine storage re-rating story. @Tiger_comments [邪恶]","text":"A. SNDK — The story is bigger than NAND. I'd still pick SNDK. What caught my attention wasn't just the 13.7% rally, but the potential change in its business model. Long-term agreements could make earnings and cash flow much more predictable, while HBF gives SNDK another angle on the growing AI inference market. MU has broader exposure across HBM, DRAM and NAND, and WDC offers an interesting data-center HDD story. But SNDK currently has the most interesting combination of AI storage demand, long-term contracts, high-margin targets and shareholder returns. The only thing I wouldn't do is chase the stock after a huge one-day move. At this valuation, expectations are already high. For me, the real test is whether SNDK can hold the gains and prove that those ambitious 2030 targets are actually achievable. If it can, this may be more than just another NAND cycle. It could be a genuine storage re-rating story. @Tiger_comments [邪恶]","html":"A. SNDK — The story is bigger than NAND. I'd still pick SNDK. What caught my attention wasn't just the 13.7% rally, but the potential change in its business model. Long-term agreements could make earnings and cash flow much more predictable, while HBF gives SNDK another angle on the growing AI inference market. MU has broader exposure across HBM, DRAM and NAND, and WDC offers an interesting data-center HDD story. But SNDK currently has the most interesting combination of AI storage demand, long-term contracts, high-margin targets and shareholder returns. The only thing I wouldn't do is chase the stock after a huge one-day move. At this valuation, expectations are already high. For me, the real test is whether SNDK can hold the gains and prove that those ambitious 2030 targets are actually achievable. If it can, this may be more than just another NAND cycle. It could be a genuine storage re-rating story. @Tiger_comments [邪恶]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":596189621170312,"gmtCreate":1786580774841,"gmtModify":1786589472205,"author":{"id":"4216992707635432","authorId":"4216992707635432","name":"LazyCat Invests","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216992707635432","idStr":"4216992707635432"},"themes":[],"title":"Tiger BOSS Debit Card Epic Rewards","htmlText":"Find out more here:<a href=\"https://tigr.link/s/10IMnoj\">Tiger BOSS Debit Card Epic Rewards</a> Refer More Earn More!","listText":"Find out more here:<a href=\"https://tigr.link/s/10IMnoj\">Tiger BOSS Debit Card Epic Rewards</a> Refer More Earn More!","text":"Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!","images":[{"img":"https://static.tigerbbs.com/3ce7d0ba9c7d21a484215e57c5d6ac9c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/596189621170312","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000534","authorId":"9000000000000534","name":"JoanneSamson","avatar":"https://static.tigerbbs.com/8bf4dddd6d4678cc04a35cf677e4fd21","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000534","idStr":"9000000000000534"},"content":"I just applied too. Any sneaky cap or minimum spend on the cashback?","text":"I just applied too. Any sneaky cap or minimum spend on the cashback?","html":"I just applied too. Any sneaky cap or minimum spend on the cashback?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":596181816903224,"gmtCreate":1786578893578,"gmtModify":1786578896442,"author":{"id":"3579321338718294","authorId":"3579321338718294","name":"MHO","avatar":"https://static.tigerbbs.com/2366adcfa92730c957ff7360a244b307","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579321338718294","idStr":"3579321338718294"},"themes":[],"title":"","htmlText":"Should I buy ? Or wait&nbsp;","listText":"Should I buy ? Or wait&nbsp;","text":"Should I buy ? Or wait","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596181816903224","isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596061519483896,"gmtCreate":1786549517251,"gmtModify":1786552004485,"author":{"id":"4247889933169442","authorId":"4247889933169442","name":"Lama567","avatar":"https://community-static.tradeup.com/news/f4c685c2c2ac7ecb7a25cdc2113d37a2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4247889933169442","idStr":"4247889933169442"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> Y<a href=\"https://ttm.financial/S/LEGR\">$First Innovative(LEGR)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> Y<a href=\"https://ttm.financial/S/LEGR\">$First Innovative(LEGR)$&nbsp;</a>&nbsp;","text":"$Sea Ltd(SE)$ Y$First Innovative(LEGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596061519483896","isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596005743682168,"gmtCreate":1786535892922,"gmtModify":1786536131328,"author":{"id":"4174835659752722","authorId":"4174835659752722","name":"Juny JJang","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4174835659752722","idStr":"4174835659752722"},"themes":[],"title":"","htmlText":"SK hynix remains one of my top AI semiconductor picks, supported by strong HBM demand, leading HBM technology, and continued growth in AI data-center investment. I expect earnings growth to remain strong, although short-term volatility is likely due to high market expectations and memory-cycle risks.","listText":"SK hynix remains one of my top AI semiconductor picks, supported by strong HBM demand, leading HBM technology, and continued growth in AI data-center investment. I expect earnings growth to remain strong, although short-term volatility is likely due to high market expectations and memory-cycle risks.","text":"SK hynix remains one of my top AI semiconductor picks, supported by strong HBM demand, leading HBM technology, and continued growth in AI data-center investment. I expect earnings growth to remain strong, although short-term volatility is likely due to high market expectations and memory-cycle risks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/596005743682168","isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000525","authorId":"9000000000000525","name":"JuliusGoldsmith","avatar":"https://static.tigerbbs.com/aa7cf122cebf5a413a760f20bd5fed89","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000525","idStr":"9000000000000525"},"content":"HBM3E yield ramp looks faster than the street expected. I’m with you on the long-term setup, but memory names still get punished fast on any whisper miss","text":"HBM3E yield ramp looks faster than the street expected. I’m with you on the long-term setup, but memory names still get punished fast on any whisper miss","html":"HBM3E yield ramp looks faster than the street expected. I’m with you on the long-term setup, but memory names still get punished fast on any whisper miss"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595992150910224,"gmtCreate":1786532585375,"gmtModify":1786533366710,"author":{"id":"3578036510511262","authorId":"3578036510511262","name":"TheMarketLens101","avatar":"https://community-static.tradeup.com/news/ff94e23bbe8ff3cc47588d253a06e067","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578036510511262","idStr":"3578036510511262"},"themes":[],"title":"","htmlText":"2027 Memory Outlook: HBM/DRAM Remain Tight, While NAND Supply Eases The memory market may begin to diverge in 2027. TrendForce expects NAND Flash to remain undersupplied throughout 2026, with an estimated supply deficit of 4–5%. However, as new capacity and more advanced NAND production ramp up, supply could begin exceeding demand in the second half of 2027—particularly if smartphone and notebook demand remains weak. This does not mean NAND demand is collapsing. AI data centres continue to drive strong demand for enterprise SSDs and high-capacity storage. The concern is that supply may eventually grow faster than demand, reducing NAND manufacturers’ pricing power. Investment implications: • SK Hynix <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$&nbsp;</a>&nbsp;remains best positio","listText":"2027 Memory Outlook: HBM/DRAM Remain Tight, While NAND Supply Eases The memory market may begin to diverge in 2027. TrendForce expects NAND Flash to remain undersupplied throughout 2026, with an estimated supply deficit of 4–5%. However, as new capacity and more advanced NAND production ramp up, supply could begin exceeding demand in the second half of 2027—particularly if smartphone and notebook demand remains weak. This does not mean NAND demand is collapsing. AI data centres continue to drive strong demand for enterprise SSDs and high-capacity storage. The concern is that supply may eventually grow faster than demand, reducing NAND manufacturers’ pricing power. Investment implications: • SK Hynix <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$&nbsp;</a>&nbsp;remains best positio","text":"2027 Memory Outlook: HBM/DRAM Remain Tight, While NAND Supply Eases The memory market may begin to diverge in 2027. TrendForce expects NAND Flash to remain undersupplied throughout 2026, with an estimated supply deficit of 4–5%. However, as new capacity and more advanced NAND production ramp up, supply could begin exceeding demand in the second half of 2027—particularly if smartphone and notebook demand remains weak. This does not mean NAND demand is collapsing. AI data centres continue to drive strong demand for enterprise SSDs and high-capacity storage. The concern is that supply may eventually grow faster than demand, reducing NAND manufacturers’ pricing power. Investment implications: • SK Hynix $SK hynix(SKHY)$ remains best positio","images":[{"img":"https://community-static.tradeup.com/news/936f898557f93c750fd7509857917545","width":"1024","height":"1536"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/595992150910224","isVote":2,"tweetType":1,"viewCount":1019,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5581,"gmtBegin":1786532585372,"gmtEnd":1787137310631,"type":1,"upper":1,"title":"Which memory stock do you prefer?","choices":[{"id":19260,"sort":1,"name":"SKHY","userSize":5,"voted":false},{"id":19261,"sort":2,"name":"MU","userSize":10,"voted":false},{"id":19262,"sort":3,"name":"SNDK","userSize":13,"voted":false}]},"comments":[{"author":{"id":"9000000000000347","authorId":"9000000000000347","name":"riffy","avatar":"https://static.tigerbbs.com/ba8aa4cb116251d941ecb460f20f465b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000347","idStr":"9000000000000347"},"content":"I just cut SanDisk in half and rotated into SK hynix — NAND oversupply risk this far out is exactly the part that bugs me. Do you think those LTAs really cushion enough?","text":"I just cut SanDisk in half and rotated into SK hynix — NAND oversupply risk this far out is exactly the part that bugs me. Do you think those LTAs really cushion enough?","html":"I just cut SanDisk in half and rotated into SK hynix — NAND oversupply risk this far out is exactly the part that bugs me. Do you think those LTAs really cushion enough?"},{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"Nice Sharing 😁 Lets vote 😄 @Aqa @DiAngel @JC888 @Barcode @Shyon @koolgal @Shernice軒嬣 2000","text":"Nice Sharing 😁 Lets vote 😄 @Aqa @DiAngel @JC888 @Barcode @Shyon @koolgal @Shernice軒嬣 2000","html":"Nice Sharing 😁 Lets vote 😄 @Aqa @DiAngel @JC888 @Barcode @Shyon @koolgal @Shernice軒嬣 2000"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":596051947029488,"gmtCreate":1786517095017,"gmtModify":1786523510963,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667691843168","idStr":"3527667691843168"},"themes":[],"title":"One US$500 Billion Deal: The Fee Collectors Rose, the Payers Fell","htmlText":"Hello. In the last piece Nvidia was out raising up to US$500 billion for AI infrastructure and the market had started asking where the money would come from. Last night we got half an answer: the money is there, but the people putting it up and the people spending it went in opposite directions. The providers all rose: KKR up 6.88 per cent, Apollo 6.26 per cent, Brookfield 4.77 per cent, Blackstone 3.89 per cent and BlackRock 1.54 per cent. The spenders fell for a second day: Alphabet down 3.61 per cent, its fourth decline in five sessions; <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> down 2.09 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> 1.5 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAP</a>","listText":"Hello. In the last piece Nvidia was out raising up to US$500 billion for AI infrastructure and the market had started asking where the money would come from. Last night we got half an answer: the money is there, but the people putting it up and the people spending it went in opposite directions. The providers all rose: KKR up 6.88 per cent, Apollo 6.26 per cent, Brookfield 4.77 per cent, Blackstone 3.89 per cent and BlackRock 1.54 per cent. The spenders fell for a second day: Alphabet down 3.61 per cent, its fourth decline in five sessions; <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> down 2.09 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> 1.5 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAP</a>","text":"Hello. In the last piece Nvidia was out raising up to US$500 billion for AI infrastructure and the market had started asking where the money would come from. Last night we got half an answer: the money is there, but the people putting it up and the people spending it went in opposite directions. The providers all rose: KKR up 6.88 per cent, Apollo 6.26 per cent, Brookfield 4.77 per cent, Blackstone 3.89 per cent and BlackRock 1.54 per cent. The spenders fell for a second day: Alphabet down 3.61 per cent, its fourth decline in five sessions; $Amazon.com(AMZN)$ down 2.09 per cent, $Broadcom(AVGO)$ 1.5 per cent, $Apple(AAP","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":30,"commentSize":7,"repostSize":3,"link":"https://ttm.financial/post/596051947029488","isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4137112450961772","authorId":"4137112450961772","name":"靖润","avatar":"https://community-static.tradeup.com/news/84e4282a20159c824fd7beaa97094ebf","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4137112450961772","idStr":"4137112450961772"},"content":"The CPI tonight is just an appetizer, and this $500 billion deal is the real main course. The market is already pricing: money is in place, but the efficiency of spending is beginning to be questioned. Data doesn't lie: KKR rose 6.88%, Apollo rose 6.26%, Brookfield rose 4.77%, Blackstone rose 3.89% and BlackRock rose 1.54%. The stock price of the person providing the money is rising, indicating that the market believes that the money will generate steady interest yields when lent. On the other hand, Alphabet fell 3.61%, Amazon fell 2.09%, Broadcom fell 1.5%, Apple fell 1.09%, and Microsoft fell 0.44%. The declining share price of the spenders indicates that the market is beginning to question the efficiency of returns on these capital expenditures. Nvidia itself fell 0.02%, and it didn't move sideways, indicating that the market hasn't decided whether it collects or spends money, and it is in the middle. The capital supply side is rising, and the technology expenditure side is falling. This differentiation is clear enough that there is no need to wait for any data to confirm the direction. The market is pricing the structure of \"revolving financing\": those who borrow money earn interest, those who spend money are questioned, and those who are caught in the middle wait and see. This is the first systematic repricing of AI infrastructure efficiency and will not be completed in a day. CPI is the secondary variable tonight. If it is mild, the differentiation trend will not change, but the rising time will be advanced. If it exceeds expectations, the differentiation intensifies, because the efficiency of capital expenditure will be more scrutinized in a high-interest rate environment. In the short term, assets such as KKR, Apollo, Brookfield and Blackstone will not be significantly adjusted, and technology giants such as Alphabet, Amazon, Broadcom, Apple and Microsoft may still face continuous pressure. CPI data only affects the rhythm and will not change this differentiation trend. The direction of interest rate expectations is clear enough that all that's left is a matter of time. Berkshire started buying after 14 consecutive quarters of net selling, which is the most conservative money coming in. They are not here to chase up, they are here to collect interest. When the most conservative money starts to enter the market, it means that there is not much controversy in this direction.","text":"The CPI tonight is just an appetizer, and this $500 billion deal is the real main course. The market is already pricing: money is in place, but the efficiency of spending is beginning to be questioned. Data doesn't lie: KKR rose 6.88%, Apollo rose 6.26%, Brookfield rose 4.77%, Blackstone rose 3.89% and BlackRock rose 1.54%. The stock price of the person providing the money is rising, indicating that the market believes that the money will generate steady interest yields when lent. On the other hand, Alphabet fell 3.61%, Amazon fell 2.09%, Broadcom fell 1.5%, Apple fell 1.09%, and Microsoft fell 0.44%. The declining share price of the spenders indicates that the market is beginning to question the efficiency of returns on these capital expenditures. Nvidia itself fell 0.02%, and it didn't move sideways, indicating that the market hasn't decided whether it collects or spends money, and it is in the middle. The capital supply side is rising, and the technology expenditure side is falling. This differentiation is clear enough that there is no need to wait for any data to confirm the direction. The market is pricing the structure of \"revolving financing\": those who borrow money earn interest, those who spend money are questioned, and those who are caught in the middle wait and see. This is the first systematic repricing of AI infrastructure efficiency and will not be completed in a day. CPI is the secondary variable tonight. If it is mild, the differentiation trend will not change, but the rising time will be advanced. If it exceeds expectations, the differentiation intensifies, because the efficiency of capital expenditure will be more scrutinized in a high-interest rate environment. In the short term, assets such as KKR, Apollo, Brookfield and Blackstone will not be significantly adjusted, and technology giants such as Alphabet, Amazon, Broadcom, Apple and Microsoft may still face continuous pressure. CPI data only affects the rhythm and will not change this differentiation trend. The direction of interest rate expectations is clear enough that all that's left is a matter of time. Berkshire started buying after 14 consecutive quarters of net selling, which is the most conservative money coming in. They are not here to chase up, they are here to collect interest. When the most conservative money starts to enter the market, it means that there is not much controversy in this direction.","html":"The CPI tonight is just an appetizer, and this $500 billion deal is the real main course. The market is already pricing: money is in place, but the efficiency of spending is beginning to be questioned. Data doesn't lie: KKR rose 6.88%, Apollo rose 6.26%, Brookfield rose 4.77%, Blackstone rose 3.89% and BlackRock rose 1.54%. The stock price of the person providing the money is rising, indicating that the market believes that the money will generate steady interest yields when lent. On the other hand, Alphabet fell 3.61%, Amazon fell 2.09%, Broadcom fell 1.5%, Apple fell 1.09%, and Microsoft fell 0.44%. The declining share price of the spenders indicates that the market is beginning to question the efficiency of returns on these capital expenditures. Nvidia itself fell 0.02%, and it didn't move sideways, indicating that the market hasn't decided whether it collects or spends money, and it is in the middle. The capital supply side is rising, and the technology expenditure side is falling. This differentiation is clear enough that there is no need to wait for any data to confirm the direction. The market is pricing the structure of \"revolving financing\": those who borrow money earn interest, those who spend money are questioned, and those who are caught in the middle wait and see. This is the first systematic repricing of AI infrastructure efficiency and will not be completed in a day. CPI is the secondary variable tonight. If it is mild, the differentiation trend will not change, but the rising time will be advanced. If it exceeds expectations, the differentiation intensifies, because the efficiency of capital expenditure will be more scrutinized in a high-interest rate environment. In the short term, assets such as KKR, Apollo, Brookfield and Blackstone will not be significantly adjusted, and technology giants such as Alphabet, Amazon, Broadcom, Apple and Microsoft may still face continuous pressure. CPI data only affects the rhythm and will not change this differentiation trend. The direction of interest rate expectations is clear enough that all that's left is a matter of time. Berkshire started buying after 14 consecutive quarters of net selling, which is the most conservative money coming in. They are not here to chase up, they are here to collect interest. When the most conservative money starts to enter the market, it means that there is not much controversy in this direction."},{"author":{"id":"4175237419056872","authorId":"4175237419056872","name":"北极篂","avatar":"https://community-static.tradeup.com/news/ccf6efe280d3bd6dd9ff673c1ff662b4","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4175237419056872","idStr":"4175237419056872"},"content":"I think the significance of Berkshire's end of 14 consecutive quarters of net selling is actually more worthy of attention than simply \"buying $23.5 billion in stocks\".","text":"I think the significance of Berkshire's end of 14 consecutive quarters of net selling is actually more worthy of attention than simply \"buying $23.5 billion in stocks\".","html":"I think the significance of Berkshire's end of 14 consecutive quarters of net selling is actually more worthy of attention than simply \"buying $23.5 billion in stocks\"."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596017131890176,"gmtCreate":1786508735835,"gmtModify":1786508802685,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"The $104 Billion Backlog Is Still There: CRWV Jumps 14%, SMCI Gains 7% After Hours","htmlText":"AI hardware stocks have suffered a sharp valuation reset, but the latest earnings show that underlying infrastructure demand remains strong. CoreWeave’s revenue backlog reached $104.2 billion, while Super Micro guided for up to $72 billion in annual revenue. The key bottlenecks are increasingly power, cooling, networking and financing—not a lack of AI orders AI Infrastructure Rebounds After Hours U.S. stocks ended the latest session lower as investors remained cautious ahead of the July CPI report: S&amp;P 500: −0.32% Nasdaq Composite: −0.60% Dow Jones: −0.34% However, several AI infrastructure names rebounded after the close: <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave(CRWV)$</a>: up more than 14% after hours <a href=\"https://ttm.financial/S/SMCI\">$Super Micro Computer(SMCI)$</a>: u","listText":"AI hardware stocks have suffered a sharp valuation reset, but the latest earnings show that underlying infrastructure demand remains strong. CoreWeave’s revenue backlog reached $104.2 billion, while Super Micro guided for up to $72 billion in annual revenue. The key bottlenecks are increasingly power, cooling, networking and financing—not a lack of AI orders AI Infrastructure Rebounds After Hours U.S. stocks ended the latest session lower as investors remained cautious ahead of the July CPI report: S&amp;P 500: −0.32% Nasdaq Composite: −0.60% Dow Jones: −0.34% However, several AI infrastructure names rebounded after the close: <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave(CRWV)$</a>: up more than 14% after hours <a href=\"https://ttm.financial/S/SMCI\">$Super Micro Computer(SMCI)$</a>: u","text":"AI hardware stocks have suffered a sharp valuation reset, but the latest earnings show that underlying infrastructure demand remains strong. CoreWeave’s revenue backlog reached $104.2 billion, while Super Micro guided for up to $72 billion in annual revenue. The key bottlenecks are increasingly power, cooling, networking and financing—not a lack of AI orders AI Infrastructure Rebounds After Hours U.S. stocks ended the latest session lower as investors remained cautious ahead of the July CPI report: S&P 500: −0.32% Nasdaq Composite: −0.60% Dow Jones: −0.34% However, several AI infrastructure names rebounded after the close: $CoreWeave(CRWV)$: up more than 14% after hours $Super Micro Computer(SMCI)$: u","images":[{"img":"https://community-static.tradeup.com/news/089ab77ecd9947d5b0339a59ff867292"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":106,"commentSize":3,"repostSize":7,"link":"https://ttm.financial/post/596017131890176","isVote":1,"tweetType":1,"viewCount":9186,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4194184698932812","idStr":"4194184698932812"},"content":"I think this rebound is about more than just strong earnings AI demand clearly hasn't disappeared — the bottleneck is shifting from GPUs to power, cooling, networking and data-center capacity. CoreWeave's $104B + backlog and Super Micro's raised FY2027 guidance show customers are still spending aggressively. That said, I wouldn't chase the after-hours spike. CRWV has huge growth potential but also massive capital and financing risks, while SMCI's improving margins make it particularly interesting. My take: If CRWV and SMCI can hold their gains during regular trading, this could be the early stage of an AI infrastructure recovery rather than just a short-lived earnings bounce. @Tiger_comments [暗中观察]","text":"I think this rebound is about more than just strong earnings AI demand clearly hasn't disappeared — the bottleneck is shifting from GPUs to power, cooling, networking and data-center capacity. CoreWeave's $104B + backlog and Super Micro's raised FY2027 guidance show customers are still spending aggressively. That said, I wouldn't chase the after-hours spike. CRWV has huge growth potential but also massive capital and financing risks, while SMCI's improving margins make it particularly interesting. My take: If CRWV and SMCI can hold their gains during regular trading, this could be the early stage of an AI infrastructure recovery rather than just a short-lived earnings bounce. @Tiger_comments [暗中观察]","html":"I think this rebound is about more than just strong earnings AI demand clearly hasn't disappeared — the bottleneck is shifting from GPUs to power, cooling, networking and data-center capacity. CoreWeave's $104B + backlog and Super Micro's raised FY2027 guidance show customers are still spending aggressively. That said, I wouldn't chase the after-hours spike. CRWV has huge growth potential but also massive capital and financing risks, while SMCI's improving margins make it particularly interesting. My take: If CRWV and SMCI can hold their gains during regular trading, this could be the early stage of an AI infrastructure recovery rather than just a short-lived earnings bounce. @Tiger_comments [暗中观察]"},{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"content":"I’m encouraged by these results because they show AI infrastructure demand remains strong despite the valuation reset. $CoreWeave, Inc.(CRWV)$ $104.2 billion backlog and $SUPER MICRO COMPUTER INC(SMCI)$ $65–72 billion fiscal 2027 revenue guidance suggest the key constraints are increasingly power, cooling, networking and financing—not a lack of orders. I’m especially interested in SMCI’s margin recovery and CRWV’s revenue visibility. Both are high-beta names with execution and financing risks, so I wouldn’t chase the after-hours rally. NVDA remains my preferred core exposure, while COHR and LITE could benefit from continued optical demand. For now, I’m cautiously bullish on an AI hardware recovery. I’ll watch CPI, Treasury yields and COHR’s earnings for confirmation. If CRWV and SMCI hold their gains, it could signal the correction was mainly valuation-driven. I’d rather accumulate selectively on weakness than chase the rebound. 🐯📈 @Tiger_comments @TigerStars @TigerClub","text":"I’m encouraged by these results because they show AI infrastructure demand remains strong despite the valuation reset. $CoreWeave, Inc.(CRWV)$ $104.2 billion backlog and $SUPER MICRO COMPUTER INC(SMCI)$ $65–72 billion fiscal 2027 revenue guidance suggest the key constraints are increasingly power, cooling, networking and financing—not a lack of orders. I’m especially interested in SMCI’s margin recovery and CRWV’s revenue visibility. Both are high-beta names with execution and financing risks, so I wouldn’t chase the after-hours rally. NVDA remains my preferred core exposure, while COHR and LITE could benefit from continued optical demand. For now, I’m cautiously bullish on an AI hardware recovery. I’ll watch CPI, Treasury yields and COHR’s earnings for confirmation. If CRWV and SMCI hold their gains, it could signal the correction was mainly valuation-driven. I’d rather accumulate selectively on weakness than chase the rebound. 🐯📈 @Tiger_comments @TigerStars @TigerClub","html":"I’m encouraged by these results because they show AI infrastructure demand remains strong despite the valuation reset. $CoreWeave, Inc.(CRWV)$ $104.2 billion backlog and $SUPER MICRO COMPUTER INC(SMCI)$ $65–72 billion fiscal 2027 revenue guidance suggest the key constraints are increasingly power, cooling, networking and financing—not a lack of orders. I’m especially interested in SMCI’s margin recovery and CRWV’s revenue visibility. Both are high-beta names with execution and financing risks, so I wouldn’t chase the after-hours rally. NVDA remains my preferred core exposure, while COHR and LITE could benefit from continued optical demand. For now, I’m cautiously bullish on an AI hardware recovery. I’ll watch CPI, Treasury yields and COHR’s earnings for confirmation. If CRWV and SMCI hold their gains, it could signal the correction was mainly valuation-driven. I’d rather accumulate selectively on weakness than chase the rebound. 🐯📈 @Tiger_comments @TigerStars @TigerClub"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":592822935884584,"gmtCreate":1785756745807,"gmtModify":1785756748688,"author":{"id":"4196546430055462","authorId":"4196546430055462","name":"Cavfinfever","avatar":"https://community-static.tradeup.com/news/bdccd6afc318d158b0e8b0f3e4c43ee5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196546430055462","idStr":"4196546430055462"},"themes":[],"title":"","htmlText":"What is the go with this ? All is it all a rouse to tank the price then the big fish scoop it all up?&nbsp;[Miser]&nbsp;&nbsp;","listText":"What is the go with this ? All is it all a rouse to tank the price then the big fish scoop it all up?&nbsp;[Miser]&nbsp;&nbsp;","text":"What is the go with this ? All is it all a rouse to tank the price then the big fish scoop it all up? [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/592822935884584","isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":591975971266728,"gmtCreate":1785551724133,"gmtModify":1785551727488,"author":{"id":"4106309378680090","authorId":"4106309378680090","name":"_dachad","avatar":"https://community-static.tradeup.com/news/e6856c1f1ee94253ef9a7fa17811e96c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4106309378680090","idStr":"4106309378680090"},"themes":[],"title":"","htmlText":"I was too fearful to touch SK hynix, or other mem stocks at elevated prices for that matter.&nbsp; I did however get in and out long MU, for a small gain. not trying to rub salt into your wounds, just making the point that if you are long now, be careful as we get closer to October and chance of rate increase becomes higher.","listText":"I was too fearful to touch SK hynix, or other mem stocks at elevated prices for that matter.&nbsp; I did however get in and out long MU, for a small gain. not trying to rub salt into your wounds, just making the point that if you are long now, be careful as we get closer to October and chance of rate increase becomes higher.","text":"I was too fearful to touch SK hynix, or other mem stocks at elevated prices for that matter. I did however get in and out long MU, for a small gain. not trying to rub salt into your wounds, just making the point that if you are long now, be careful as we get closer to October and chance of rate increase becomes higher.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591975971266728","isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":591975947720104,"gmtCreate":1785551637912,"gmtModify":1785551641065,"author":{"id":"4106309378680090","authorId":"4106309378680090","name":"_dachad","avatar":"https://community-static.tradeup.com/news/e6856c1f1ee94253ef9a7fa17811e96c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4106309378680090","idStr":"4106309378680090"},"themes":[],"title":"","htmlText":"I was too fearful to touch SK hynix, or other mem stocks at elevated prices for that matter.&nbsp; I did however get in and out long MU, for a small gain. not trying to rub salt into your wounds, just making the point that if you are long now, be careful as we get closer to October and chance of rain increase becomes higher.","listText":"I was too fearful to touch SK hynix, or other mem stocks at elevated prices for that matter.&nbsp; I did however get in and out long MU, for a small gain. not trying to rub salt into your wounds, just making the point that if you are long now, be careful as we get closer to October and chance of rain increase becomes higher.","text":"I was too fearful to touch SK hynix, or other mem stocks at elevated prices for that matter. I did however get in and out long MU, for a small gain. not trying to rub salt into your wounds, just making the point that if you are long now, be careful as we get closer to October and chance of rain increase becomes higher.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591975947720104","isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":591610223362640,"gmtCreate":1785467198040,"gmtModify":1785468260622,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587020790873268","idStr":"3587020790873268"},"themes":[],"title":"","htmlText":"how are they gonna adjust the leverage? based on what conditions? fine details not provided here 😕","listText":"how are they gonna adjust the leverage? based on what conditions? fine details not provided here 😕","text":"how are they gonna adjust the leverage? based on what conditions? fine details not provided here 😕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591610223362640","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":591611377975304,"gmtCreate":1785467128817,"gmtModify":1785468252264,"author":{"id":"4154324731220292","authorId":"4154324731220292","name":"LanlanCC","avatar":"https://community-static.tradeup.com/news/3948de6f163a5a6681afd7d84bcfbda1","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4154324731220292","idStr":"4154324731220292"},"themes":[],"title":"","htmlText":"The correct attitude against&nbsp;<a href=\"https://ttm.financial/S/SKHY\">$SK海力士(SKHY)$ </a>&nbsp;[傲娇]&nbsp;&nbsp; The problem with the South Korean government is not that it allows such products, but rather that it is a dilemma. The South Korean market originally had no leveraged products. Seeing that Hong Kong Korean stocks attracted a lot of money, the government believed that the fat should not go to other people's land, so it allowed the local market to launch in the name of \"protecting investors\". Individual investors are investing wildly, and the government is struggling to get out. When the stock price of Hynix quickly returned to high levels, the government said it needed to regulate and restrict, so the market panicked and retail investors stepped on people. Some analysts believe","listText":"The correct attitude against&nbsp;<a href=\"https://ttm.financial/S/SKHY\">$SK海力士(SKHY)$ </a>&nbsp;[傲娇]&nbsp;&nbsp; The problem with the South Korean government is not that it allows such products, but rather that it is a dilemma. The South Korean market originally had no leveraged products. Seeing that Hong Kong Korean stocks attracted a lot of money, the government believed that the fat should not go to other people's land, so it allowed the local market to launch in the name of \"protecting investors\". Individual investors are investing wildly, and the government is struggling to get out. When the stock price of Hynix quickly returned to high levels, the government said it needed to regulate and restrict, so the market panicked and retail investors stepped on people. Some analysts believe","text":"The correct attitude against $SK海力士(SKHY)$ [傲娇] The problem with the South Korean government is not that it allows such products, but rather that it is a dilemma. The South Korean market originally had no leveraged products. Seeing that Hong Kong Korean stocks attracted a lot of money, the government believed that the fat should not go to other people's land, so it allowed the local market to launch in the name of \"protecting investors\". Individual investors are investing wildly, and the government is struggling to get out. When the stock price of Hynix quickly returned to high levels, the government said it needed to regulate and restrict, so the market panicked and retail investors stepped on people. Some analysts believe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591611377975304","isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":591366249472216,"gmtCreate":1785407536576,"gmtModify":1785407539345,"author":{"id":"3575960528012254","authorId":"3575960528012254","name":"AntonyGeorge","avatar":"https://static.tigerbbs.com/42c9567b5a3657003840b0dc4fcee15c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575960528012254","idStr":"3575960528012254"},"themes":[],"title":"","htmlText":"149k","listText":"149k","text":"149k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591366249472216","isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":591365420320120,"gmtCreate":1785407354586,"gmtModify":1785407425246,"author":{"id":"4177544957884012","authorId":"4177544957884012","name":"Vicser","avatar":"https://community-static.tradeup.com/news/96f5066890c862ff4d5bed6dc0b24472","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4177544957884012","idStr":"4177544957884012"},"themes":[],"title":"","htmlText":"Sad. Bought at 177. Now 126. Shld in more to lower price. [Speechless]","listText":"Sad. Bought at 177. Now 126. Shld in more to lower price. [Speechless]","text":"Sad. Bought at 177. Now 126. Shld in more to lower price. [Speechless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591365420320120","isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":591362891395848,"gmtCreate":1785406725119,"gmtModify":1785407308380,"author":{"id":"4185570864595182","authorId":"4185570864595182","name":"ThiV","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185570864595182","idStr":"4185570864595182"},"themes":[],"title":"","htmlText":"sndk...wdc....skhy...soxl..total loss usd 10k...not planning to buy the dip...","listText":"sndk...wdc....skhy...soxl..total loss usd 10k...not planning to buy the dip...","text":"sndk...wdc....skhy...soxl..total loss usd 10k...not planning to buy the dip...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591362891395848","isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":591362415441288,"gmtCreate":1785406621070,"gmtModify":1785489536336,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"themes":[],"title":"","htmlText":"I don't own<a href=\"https://ttm.financial/S/SKHY\"> $SK hynix(SKHY)$ </a> or<a href=\"https://ttm.financial/S/07709\"> $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ </a>directly, but I've been increasing my exposure to the memory-chip sector through Micron and leveraged semiconductor ETFs during this pullback. I believe the selloff reflects overly high expectations rather than weakening fundamentals. AI-driven HBM demand remains a strong long-term growth driver. I prefer buying quality companies during periods of fear instead of chasing momentum. I've been adding to Micron and SOXL on weakness because I expect AI infrastructure spending and memory demand to keep expanding. Volatility creates opportunities for patient investors. The leverage change to 07709 makes sense from a risk-manag","listText":"I don't own<a href=\"https://ttm.financial/S/SKHY\"> $SK hynix(SKHY)$ </a> or<a href=\"https://ttm.financial/S/07709\"> $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ </a>directly, but I've been increasing my exposure to the memory-chip sector through Micron and leveraged semiconductor ETFs during this pullback. I believe the selloff reflects overly high expectations rather than weakening fundamentals. AI-driven HBM demand remains a strong long-term growth driver. I prefer buying quality companies during periods of fear instead of chasing momentum. I've been adding to Micron and SOXL on weakness because I expect AI infrastructure spending and memory demand to keep expanding. Volatility creates opportunities for patient investors. The leverage change to 07709 makes sense from a risk-manag","text":"I don't own $SK hynix(SKHY)$ or $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ directly, but I've been increasing my exposure to the memory-chip sector through Micron and leveraged semiconductor ETFs during this pullback. I believe the selloff reflects overly high expectations rather than weakening fundamentals. AI-driven HBM demand remains a strong long-term growth driver. I prefer buying quality companies during periods of fear instead of chasing momentum. I've been adding to Micron and SOXL on weakness because I expect AI infrastructure spending and memory demand to keep expanding. Volatility creates opportunities for patient investors. The leverage change to 07709 makes sense from a risk-manag","images":[{"img":"https://community-static.tradeup.com/news/e2c3d10cb71ac5737e5f6e8cd2f8d4e3"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":91,"commentSize":2,"repostSize":4,"link":"https://ttm.financial/post/591362415441288","isVote":1,"tweetType":1,"viewCount":1747,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274771139030","authorId":"3479274771139030","name":"blimpy","avatar":"https://static.tigerbbs.com/25f1d0962bfe633538c5172aaecb24c7","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274771139030","idStr":"3479274771139030"},"content":"MU near book while HBM demand is still real, I’m fine buying the fear here","text":"MU near book while HBM demand is still real, I’m fine buying the fear here","html":"MU near book while HBM demand is still real, I’m fine buying the fear here"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":591359155581864,"gmtCreate":1785405817464,"gmtModify":1785406588561,"author":{"id":"4241346965973602","authorId":"4241346965973602","name":"cl2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4241346965973602","idStr":"4241346965973602"},"themes":[],"title":"","htmlText":"Just 1k and counting \"biggest loss award\"?! rubbing salt on wounds.... [Facepalm]","listText":"Just 1k and counting \"biggest loss award\"?! rubbing salt on wounds.... [Facepalm]","text":"Just 1k and counting \"biggest loss award\"?! rubbing salt on wounds.... [Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591359155581864","isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":598217738040832,"gmtCreate":1787045993196,"gmtModify":1787046363142,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"The AI Bill Isn’t Fully Visible: Big Tech Has $3 Trillion in Off-Balance-Sheet Commitments","htmlText":"Investors closely track Big Tech’s quarterly capital expenditures, but reported CapEx only captures part of the AI buildout. Nine major technology companies reportedly have about $3 trillion in future lease, chip-purchase and infrastructure commitments that are not yet fully reflected on their balance sheets. 1. Where Did the $3 Trillion Come From? According to a Wall Street Journal analysis of financial-statement footnotes, nine major technology companies reported roughly $600 billion in combined CapEx over their latest 12-month periods. However, their broader future commitments approach $3 trillion, including approximately: $1.2 trillion in data-center leases that have not yet commenced; $1.9 trillion in long-term purchase agreements covering chips, memory, power and other infrastructure","listText":"Investors closely track Big Tech’s quarterly capital expenditures, but reported CapEx only captures part of the AI buildout. Nine major technology companies reportedly have about $3 trillion in future lease, chip-purchase and infrastructure commitments that are not yet fully reflected on their balance sheets. 1. Where Did the $3 Trillion Come From? According to a Wall Street Journal analysis of financial-statement footnotes, nine major technology companies reported roughly $600 billion in combined CapEx over their latest 12-month periods. However, their broader future commitments approach $3 trillion, including approximately: $1.2 trillion in data-center leases that have not yet commenced; $1.9 trillion in long-term purchase agreements covering chips, memory, power and other infrastructure","text":"Investors closely track Big Tech’s quarterly capital expenditures, but reported CapEx only captures part of the AI buildout. Nine major technology companies reportedly have about $3 trillion in future lease, chip-purchase and infrastructure commitments that are not yet fully reflected on their balance sheets. 1. Where Did the $3 Trillion Come From? According to a Wall Street Journal analysis of financial-statement footnotes, nine major technology companies reported roughly $600 billion in combined CapEx over their latest 12-month periods. However, their broader future commitments approach $3 trillion, including approximately: $1.2 trillion in data-center leases that have not yet commenced; $1.9 trillion in long-term purchase agreements covering chips, memory, power and other infrastructure","images":[{"img":"https://community-static.tradeup.com/news/0810ae68ab175463ddbe05f3c583e67a"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":60,"commentSize":3,"repostSize":5,"link":"https://ttm.financial/post/598217738040832","isVote":1,"tweetType":1,"viewCount":4752,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4194184698932812","idStr":"4194184698932812"},"content":"The Real AI Risk Isn't Spending — It's Monetization I'd pick a: AI revenue takes too long to materialize. The $3 trillion commitment shows that AI demand is being locked in, but spending does not automatically create returns. Hyperscalers are committing huge amounts to chips, data centers, power and leases before AI revenue fully catches up. Hardware suppliers may benefit first, but eventually investors will ask whether AI revenue can cover depreciation, interest, rent and electricity. If monetization disappoints, CapEx will eventually slow, creating a second wave of pressure across semiconductors, memory and infrastructure stocks. In my view, the biggest AI bubble risk isn't overspending itself — it's spending faster than profits can catch up. @Tiger_comments [真香]","text":"The Real AI Risk Isn't Spending — It's Monetization I'd pick a: AI revenue takes too long to materialize. The $3 trillion commitment shows that AI demand is being locked in, but spending does not automatically create returns. Hyperscalers are committing huge amounts to chips, data centers, power and leases before AI revenue fully catches up. Hardware suppliers may benefit first, but eventually investors will ask whether AI revenue can cover depreciation, interest, rent and electricity. If monetization disappoints, CapEx will eventually slow, creating a second wave of pressure across semiconductors, memory and infrastructure stocks. In my view, the biggest AI bubble risk isn't overspending itself — it's spending faster than profits can catch up. @Tiger_comments [真香]","html":"The Real AI Risk Isn't Spending — It's Monetization I'd pick a: AI revenue takes too long to materialize. The $3 trillion commitment shows that AI demand is being locked in, but spending does not automatically create returns. Hyperscalers are committing huge amounts to chips, data centers, power and leases before AI revenue fully catches up. Hardware suppliers may benefit first, but eventually investors will ask whether AI revenue can cover depreciation, interest, rent and electricity. If monetization disappoints, CapEx will eventually slow, creating a second wave of pressure across semiconductors, memory and infrastructure stocks. In my view, the biggest AI bubble risk isn't overspending itself — it's spending faster than profits can catch up. @Tiger_comments [真香]"},{"author":{"id":"9000000000000713","authorId":"9000000000000713","name":"AmyMacaulay","avatar":"https://static.tigerbbs.com/a24bcc27dc29a6d8ea2018519aa88251","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000713","idStr":"9000000000000713"},"content":"That 3T figure feels overstated as cash pressure. Lease commencements and purchase commitments hit the statements on different timelines, so the panic read is probably too linear.","text":"That 3T figure feels overstated as cash pressure. Lease commencements and purchase commitments hit the statements on different timelines, so the panic read is probably too linear.","html":"That 3T figure feels overstated as cash pressure. Lease commencements and purchase commitments hit the statements on different timelines, so the panic read is probably too linear."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":596669029474328,"gmtCreate":1786679633014,"gmtModify":1786679679001,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"SNDK Surges 14%, AMAT Falls Despite Beating Estimates: At Record Highs, the Market Only Rewards Posi","htmlText":"A mild PPI report pushed the S&amp;P 500 to another record close, but the real story overnight was the widening gap within tech. SNDK surged 13.7% after unveiling its long-term growth targets through 2030, lifting WDC and MU with it. Meanwhile, COHR, Cisco and AMAT all delivered solid results—but their stocks were not rewarded. Investors still want AI exposure, but they are no longer paying higher prices for growth that is already widely expected. S&amp;P 500 Hits Another Record as PPI Eases Rate-Hike Fears All three major U.S. indices closed higher overnight: The immediate catalyst was the July U.S. Producer Price Index. Headline PPI was unchanged from the previous month, easing concerns about another inflation rebound. Goods prices declined 0.7%, including a 3.1% drop in energy prices, o","listText":"A mild PPI report pushed the S&amp;P 500 to another record close, but the real story overnight was the widening gap within tech. SNDK surged 13.7% after unveiling its long-term growth targets through 2030, lifting WDC and MU with it. Meanwhile, COHR, Cisco and AMAT all delivered solid results—but their stocks were not rewarded. Investors still want AI exposure, but they are no longer paying higher prices for growth that is already widely expected. S&amp;P 500 Hits Another Record as PPI Eases Rate-Hike Fears All three major U.S. indices closed higher overnight: The immediate catalyst was the July U.S. Producer Price Index. Headline PPI was unchanged from the previous month, easing concerns about another inflation rebound. Goods prices declined 0.7%, including a 3.1% drop in energy prices, o","text":"A mild PPI report pushed the S&P 500 to another record close, but the real story overnight was the widening gap within tech. SNDK surged 13.7% after unveiling its long-term growth targets through 2030, lifting WDC and MU with it. Meanwhile, COHR, Cisco and AMAT all delivered solid results—but their stocks were not rewarded. Investors still want AI exposure, but they are no longer paying higher prices for growth that is already widely expected. S&P 500 Hits Another Record as PPI Eases Rate-Hike Fears All three major U.S. indices closed higher overnight: The immediate catalyst was the July U.S. Producer Price Index. Headline PPI was unchanged from the previous month, easing concerns about another inflation rebound. Goods prices declined 0.7%, including a 3.1% drop in energy prices, o","images":[{"img":"https://community-static.tradeup.com/news/0fb75f2dc65b9dec22856dcc696f8f90","width":"1254","height":"1254"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":138,"commentSize":5,"repostSize":9,"link":"https://ttm.financial/post/596669029474328","isVote":1,"tweetType":1,"viewCount":10192,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"I pick C: MU. SNDK's long-term agreement and HBF do have the opportunity to reduce the cyclical volatility of the storage industry, but the 80% gross margin target still needs to be fulfilled in the long term for now, and after a single-day rise of 14%, short-term expectations are not low. In contrast, MU covers HBM, DRAM and NAND at the same time, which has both AI high-end storage elasticity and a more complete product layout with stronger certainty. My strategy is: look bullish on storage in the long term and don't chase SNDK in the short term. Let's first see whether the long-term agreement can truly stabilize the profit margin and whether HBF can land as planned, and then decide whether to add positions. MU is more suitable for doing core, SNDK and other callbacks.","text":"I pick C: MU. SNDK's long-term agreement and HBF do have the opportunity to reduce the cyclical volatility of the storage industry, but the 80% gross margin target still needs to be fulfilled in the long term for now, and after a single-day rise of 14%, short-term expectations are not low. In contrast, MU covers HBM, DRAM and NAND at the same time, which has both AI high-end storage elasticity and a more complete product layout with stronger certainty. My strategy is: look bullish on storage in the long term and don't chase SNDK in the short term. Let's first see whether the long-term agreement can truly stabilize the profit margin and whether HBF can land as planned, and then decide whether to add positions. MU is more suitable for doing core, SNDK and other callbacks.","html":"I pick C: MU. SNDK's long-term agreement and HBF do have the opportunity to reduce the cyclical volatility of the storage industry, but the 80% gross margin target still needs to be fulfilled in the long term for now, and after a single-day rise of 14%, short-term expectations are not low. In contrast, MU covers HBM, DRAM and NAND at the same time, which has both AI high-end storage elasticity and a more complete product layout with stronger certainty. My strategy is: look bullish on storage in the long term and don't chase SNDK in the short term. Let's first see whether the long-term agreement can truly stabilize the profit margin and whether HBF can land as planned, and then decide whether to add positions. MU is more suitable for doing core, SNDK and other callbacks."},{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4194184698932812","idStr":"4194184698932812"},"content":"A. SNDK — The story is bigger than NAND. I'd still pick SNDK. What caught my attention wasn't just the 13.7% rally, but the potential change in its business model. Long-term agreements could make earnings and cash flow much more predictable, while HBF gives SNDK another angle on the growing AI inference market. MU has broader exposure across HBM, DRAM and NAND, and WDC offers an interesting data-center HDD story. But SNDK currently has the most interesting combination of AI storage demand, long-term contracts, high-margin targets and shareholder returns. The only thing I wouldn't do is chase the stock after a huge one-day move. At this valuation, expectations are already high. For me, the real test is whether SNDK can hold the gains and prove that those ambitious 2030 targets are actually achievable. If it can, this may be more than just another NAND cycle. It could be a genuine storage re-rating story. @Tiger_comments [邪恶]","text":"A. SNDK — The story is bigger than NAND. I'd still pick SNDK. What caught my attention wasn't just the 13.7% rally, but the potential change in its business model. Long-term agreements could make earnings and cash flow much more predictable, while HBF gives SNDK another angle on the growing AI inference market. MU has broader exposure across HBM, DRAM and NAND, and WDC offers an interesting data-center HDD story. But SNDK currently has the most interesting combination of AI storage demand, long-term contracts, high-margin targets and shareholder returns. The only thing I wouldn't do is chase the stock after a huge one-day move. At this valuation, expectations are already high. For me, the real test is whether SNDK can hold the gains and prove that those ambitious 2030 targets are actually achievable. If it can, this may be more than just another NAND cycle. It could be a genuine storage re-rating story. @Tiger_comments [邪恶]","html":"A. SNDK — The story is bigger than NAND. I'd still pick SNDK. What caught my attention wasn't just the 13.7% rally, but the potential change in its business model. Long-term agreements could make earnings and cash flow much more predictable, while HBF gives SNDK another angle on the growing AI inference market. MU has broader exposure across HBM, DRAM and NAND, and WDC offers an interesting data-center HDD story. But SNDK currently has the most interesting combination of AI storage demand, long-term contracts, high-margin targets and shareholder returns. The only thing I wouldn't do is chase the stock after a huge one-day move. At this valuation, expectations are already high. For me, the real test is whether SNDK can hold the gains and prove that those ambitious 2030 targets are actually achievable. If it can, this may be more than just another NAND cycle. It could be a genuine storage re-rating story. @Tiger_comments [邪恶]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":596662042186448,"gmtCreate":1786696124779,"gmtModify":1786697605683,"author":{"id":"4212488470554972","authorId":"4212488470554972","name":"FAITHFULLY","avatar":"https://community-static.tradeup.com/news/5131123a2df21fbd7c3d132001161937","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4212488470554972","idStr":"4212488470554972"},"themes":[],"title":"","htmlText":"JPMorgan's memory call isn't a rotation story — it's a \"the correction was wrong\" story The framing matters here. This wasn't JPMorgan discovering memory as some new Nvidia-adjacent trade — it's JPMorgan's Jay Kwon calling the recent 25% memory correction a mistake, made on Monday, two trading days before Tuesday's bounce. His thesis has two legs: supply-demand shortage persists for two more years, and — the more interesting part — memory demand is broadening from GPU to CPU in a way he thinks the market has underpriced. That's a different claim than \"AI cycle strength is spilling over.\" It's \"the market already knew this conceptually but hasn't modeled the actual volume impact.\" That's why Tuesday's move (SK Hynix +4.7%, SanDisk +2.68%, Micron +0.87%, SOXL +2.31%) reads as a reset of Q3 e","listText":"JPMorgan's memory call isn't a rotation story — it's a \"the correction was wrong\" story The framing matters here. This wasn't JPMorgan discovering memory as some new Nvidia-adjacent trade — it's JPMorgan's Jay Kwon calling the recent 25% memory correction a mistake, made on Monday, two trading days before Tuesday's bounce. His thesis has two legs: supply-demand shortage persists for two more years, and — the more interesting part — memory demand is broadening from GPU to CPU in a way he thinks the market has underpriced. That's a different claim than \"AI cycle strength is spilling over.\" It's \"the market already knew this conceptually but hasn't modeled the actual volume impact.\" That's why Tuesday's move (SK Hynix +4.7%, SanDisk +2.68%, Micron +0.87%, SOXL +2.31%) reads as a reset of Q3 e","text":"JPMorgan's memory call isn't a rotation story — it's a \"the correction was wrong\" story The framing matters here. This wasn't JPMorgan discovering memory as some new Nvidia-adjacent trade — it's JPMorgan's Jay Kwon calling the recent 25% memory correction a mistake, made on Monday, two trading days before Tuesday's bounce. His thesis has two legs: supply-demand shortage persists for two more years, and — the more interesting part — memory demand is broadening from GPU to CPU in a way he thinks the market has underpriced. That's a different claim than \"AI cycle strength is spilling over.\" It's \"the market already knew this conceptually but hasn't modeled the actual volume impact.\" That's why Tuesday's move (SK Hynix +4.7%, SanDisk +2.68%, Micron +0.87%, SOXL +2.31%) reads as a reset of Q3 e","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596662042186448","isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595992150910224,"gmtCreate":1786532585375,"gmtModify":1786533366710,"author":{"id":"3578036510511262","authorId":"3578036510511262","name":"TheMarketLens101","avatar":"https://community-static.tradeup.com/news/ff94e23bbe8ff3cc47588d253a06e067","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578036510511262","idStr":"3578036510511262"},"themes":[],"title":"","htmlText":"2027 Memory Outlook: HBM/DRAM Remain Tight, While NAND Supply Eases The memory market may begin to diverge in 2027. TrendForce expects NAND Flash to remain undersupplied throughout 2026, with an estimated supply deficit of 4–5%. However, as new capacity and more advanced NAND production ramp up, supply could begin exceeding demand in the second half of 2027—particularly if smartphone and notebook demand remains weak. This does not mean NAND demand is collapsing. AI data centres continue to drive strong demand for enterprise SSDs and high-capacity storage. The concern is that supply may eventually grow faster than demand, reducing NAND manufacturers’ pricing power. Investment implications: • SK Hynix <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$&nbsp;</a>&nbsp;remains best positio","listText":"2027 Memory Outlook: HBM/DRAM Remain Tight, While NAND Supply Eases The memory market may begin to diverge in 2027. TrendForce expects NAND Flash to remain undersupplied throughout 2026, with an estimated supply deficit of 4–5%. However, as new capacity and more advanced NAND production ramp up, supply could begin exceeding demand in the second half of 2027—particularly if smartphone and notebook demand remains weak. This does not mean NAND demand is collapsing. AI data centres continue to drive strong demand for enterprise SSDs and high-capacity storage. The concern is that supply may eventually grow faster than demand, reducing NAND manufacturers’ pricing power. Investment implications: • SK Hynix <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$&nbsp;</a>&nbsp;remains best positio","text":"2027 Memory Outlook: HBM/DRAM Remain Tight, While NAND Supply Eases The memory market may begin to diverge in 2027. TrendForce expects NAND Flash to remain undersupplied throughout 2026, with an estimated supply deficit of 4–5%. However, as new capacity and more advanced NAND production ramp up, supply could begin exceeding demand in the second half of 2027—particularly if smartphone and notebook demand remains weak. This does not mean NAND demand is collapsing. AI data centres continue to drive strong demand for enterprise SSDs and high-capacity storage. The concern is that supply may eventually grow faster than demand, reducing NAND manufacturers’ pricing power. Investment implications: • SK Hynix $SK hynix(SKHY)$ remains best positio","images":[{"img":"https://community-static.tradeup.com/news/936f898557f93c750fd7509857917545","width":"1024","height":"1536"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/595992150910224","isVote":2,"tweetType":1,"viewCount":1019,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5581,"gmtBegin":1786532585372,"gmtEnd":1787137310631,"type":1,"upper":1,"title":"Which memory stock do you prefer?","choices":[{"id":19260,"sort":1,"name":"SKHY","userSize":5,"voted":false},{"id":19261,"sort":2,"name":"MU","userSize":10,"voted":false},{"id":19262,"sort":3,"name":"SNDK","userSize":13,"voted":false}]},"comments":[{"author":{"id":"9000000000000347","authorId":"9000000000000347","name":"riffy","avatar":"https://static.tigerbbs.com/ba8aa4cb116251d941ecb460f20f465b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000347","idStr":"9000000000000347"},"content":"I just cut SanDisk in half and rotated into SK hynix — NAND oversupply risk this far out is exactly the part that bugs me. Do you think those LTAs really cushion enough?","text":"I just cut SanDisk in half and rotated into SK hynix — NAND oversupply risk this far out is exactly the part that bugs me. Do you think those LTAs really cushion enough?","html":"I just cut SanDisk in half and rotated into SK hynix — NAND oversupply risk this far out is exactly the part that bugs me. Do you think those LTAs really cushion enough?"},{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"Nice Sharing 😁 Lets vote 😄 @Aqa @DiAngel @JC888 @Barcode @Shyon @koolgal @Shernice軒嬣 2000","text":"Nice Sharing 😁 Lets vote 😄 @Aqa @DiAngel @JC888 @Barcode @Shyon @koolgal @Shernice軒嬣 2000","html":"Nice Sharing 😁 Lets vote 😄 @Aqa @DiAngel @JC888 @Barcode @Shyon @koolgal @Shernice軒嬣 2000"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":596189621170312,"gmtCreate":1786580774841,"gmtModify":1786589472205,"author":{"id":"4216992707635432","authorId":"4216992707635432","name":"LazyCat Invests","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216992707635432","idStr":"4216992707635432"},"themes":[],"title":"Tiger BOSS Debit Card Epic Rewards","htmlText":"Find out more here:<a href=\"https://tigr.link/s/10IMnoj\">Tiger BOSS Debit Card Epic Rewards</a> Refer More Earn More!","listText":"Find out more here:<a href=\"https://tigr.link/s/10IMnoj\">Tiger BOSS Debit Card Epic Rewards</a> Refer More Earn More!","text":"Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!","images":[{"img":"https://static.tigerbbs.com/3ce7d0ba9c7d21a484215e57c5d6ac9c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/596189621170312","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000534","authorId":"9000000000000534","name":"JoanneSamson","avatar":"https://static.tigerbbs.com/8bf4dddd6d4678cc04a35cf677e4fd21","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000534","idStr":"9000000000000534"},"content":"I just applied too. Any sneaky cap or minimum spend on the cashback?","text":"I just applied too. Any sneaky cap or minimum spend on the cashback?","html":"I just applied too. Any sneaky cap or minimum spend on the cashback?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":596181816903224,"gmtCreate":1786578893578,"gmtModify":1786578896442,"author":{"id":"3579321338718294","authorId":"3579321338718294","name":"MHO","avatar":"https://static.tigerbbs.com/2366adcfa92730c957ff7360a244b307","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579321338718294","idStr":"3579321338718294"},"themes":[],"title":"","htmlText":"Should I buy ? Or wait&nbsp;","listText":"Should I buy ? Or wait&nbsp;","text":"Should I buy ? Or wait","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596181816903224","isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596005743682168,"gmtCreate":1786535892922,"gmtModify":1786536131328,"author":{"id":"4174835659752722","authorId":"4174835659752722","name":"Juny JJang","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4174835659752722","idStr":"4174835659752722"},"themes":[],"title":"","htmlText":"SK hynix remains one of my top AI semiconductor picks, supported by strong HBM demand, leading HBM technology, and continued growth in AI data-center investment. I expect earnings growth to remain strong, although short-term volatility is likely due to high market expectations and memory-cycle risks.","listText":"SK hynix remains one of my top AI semiconductor picks, supported by strong HBM demand, leading HBM technology, and continued growth in AI data-center investment. I expect earnings growth to remain strong, although short-term volatility is likely due to high market expectations and memory-cycle risks.","text":"SK hynix remains one of my top AI semiconductor picks, supported by strong HBM demand, leading HBM technology, and continued growth in AI data-center investment. I expect earnings growth to remain strong, although short-term volatility is likely due to high market expectations and memory-cycle risks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/596005743682168","isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000525","authorId":"9000000000000525","name":"JuliusGoldsmith","avatar":"https://static.tigerbbs.com/aa7cf122cebf5a413a760f20bd5fed89","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000525","idStr":"9000000000000525"},"content":"HBM3E yield ramp looks faster than the street expected. I’m with you on the long-term setup, but memory names still get punished fast on any whisper miss","text":"HBM3E yield ramp looks faster than the street expected. I’m with you on the long-term setup, but memory names still get punished fast on any whisper miss","html":"HBM3E yield ramp looks faster than the street expected. I’m with you on the long-term setup, but memory names still get punished fast on any whisper miss"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596061519483896,"gmtCreate":1786549517251,"gmtModify":1786552004485,"author":{"id":"4247889933169442","authorId":"4247889933169442","name":"Lama567","avatar":"https://community-static.tradeup.com/news/f4c685c2c2ac7ecb7a25cdc2113d37a2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4247889933169442","idStr":"4247889933169442"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> Y<a href=\"https://ttm.financial/S/LEGR\">$First Innovative(LEGR)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> Y<a href=\"https://ttm.financial/S/LEGR\">$First Innovative(LEGR)$&nbsp;</a>&nbsp;","text":"$Sea Ltd(SE)$ Y$First Innovative(LEGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596061519483896","isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596017131890176,"gmtCreate":1786508735835,"gmtModify":1786508802685,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"The $104 Billion Backlog Is Still There: CRWV Jumps 14%, SMCI Gains 7% After Hours","htmlText":"AI hardware stocks have suffered a sharp valuation reset, but the latest earnings show that underlying infrastructure demand remains strong. CoreWeave’s revenue backlog reached $104.2 billion, while Super Micro guided for up to $72 billion in annual revenue. The key bottlenecks are increasingly power, cooling, networking and financing—not a lack of AI orders AI Infrastructure Rebounds After Hours U.S. stocks ended the latest session lower as investors remained cautious ahead of the July CPI report: S&amp;P 500: −0.32% Nasdaq Composite: −0.60% Dow Jones: −0.34% However, several AI infrastructure names rebounded after the close: <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave(CRWV)$</a>: up more than 14% after hours <a href=\"https://ttm.financial/S/SMCI\">$Super Micro Computer(SMCI)$</a>: u","listText":"AI hardware stocks have suffered a sharp valuation reset, but the latest earnings show that underlying infrastructure demand remains strong. CoreWeave’s revenue backlog reached $104.2 billion, while Super Micro guided for up to $72 billion in annual revenue. The key bottlenecks are increasingly power, cooling, networking and financing—not a lack of AI orders AI Infrastructure Rebounds After Hours U.S. stocks ended the latest session lower as investors remained cautious ahead of the July CPI report: S&amp;P 500: −0.32% Nasdaq Composite: −0.60% Dow Jones: −0.34% However, several AI infrastructure names rebounded after the close: <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave(CRWV)$</a>: up more than 14% after hours <a href=\"https://ttm.financial/S/SMCI\">$Super Micro Computer(SMCI)$</a>: u","text":"AI hardware stocks have suffered a sharp valuation reset, but the latest earnings show that underlying infrastructure demand remains strong. CoreWeave’s revenue backlog reached $104.2 billion, while Super Micro guided for up to $72 billion in annual revenue. The key bottlenecks are increasingly power, cooling, networking and financing—not a lack of AI orders AI Infrastructure Rebounds After Hours U.S. stocks ended the latest session lower as investors remained cautious ahead of the July CPI report: S&P 500: −0.32% Nasdaq Composite: −0.60% Dow Jones: −0.34% However, several AI infrastructure names rebounded after the close: $CoreWeave(CRWV)$: up more than 14% after hours $Super Micro Computer(SMCI)$: u","images":[{"img":"https://community-static.tradeup.com/news/089ab77ecd9947d5b0339a59ff867292"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":106,"commentSize":3,"repostSize":7,"link":"https://ttm.financial/post/596017131890176","isVote":1,"tweetType":1,"viewCount":9186,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4194184698932812","idStr":"4194184698932812"},"content":"I think this rebound is about more than just strong earnings AI demand clearly hasn't disappeared — the bottleneck is shifting from GPUs to power, cooling, networking and data-center capacity. CoreWeave's $104B + backlog and Super Micro's raised FY2027 guidance show customers are still spending aggressively. That said, I wouldn't chase the after-hours spike. CRWV has huge growth potential but also massive capital and financing risks, while SMCI's improving margins make it particularly interesting. My take: If CRWV and SMCI can hold their gains during regular trading, this could be the early stage of an AI infrastructure recovery rather than just a short-lived earnings bounce. @Tiger_comments [暗中观察]","text":"I think this rebound is about more than just strong earnings AI demand clearly hasn't disappeared — the bottleneck is shifting from GPUs to power, cooling, networking and data-center capacity. CoreWeave's $104B + backlog and Super Micro's raised FY2027 guidance show customers are still spending aggressively. That said, I wouldn't chase the after-hours spike. CRWV has huge growth potential but also massive capital and financing risks, while SMCI's improving margins make it particularly interesting. My take: If CRWV and SMCI can hold their gains during regular trading, this could be the early stage of an AI infrastructure recovery rather than just a short-lived earnings bounce. @Tiger_comments [暗中观察]","html":"I think this rebound is about more than just strong earnings AI demand clearly hasn't disappeared — the bottleneck is shifting from GPUs to power, cooling, networking and data-center capacity. CoreWeave's $104B + backlog and Super Micro's raised FY2027 guidance show customers are still spending aggressively. That said, I wouldn't chase the after-hours spike. CRWV has huge growth potential but also massive capital and financing risks, while SMCI's improving margins make it particularly interesting. My take: If CRWV and SMCI can hold their gains during regular trading, this could be the early stage of an AI infrastructure recovery rather than just a short-lived earnings bounce. @Tiger_comments [暗中观察]"},{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"content":"I’m encouraged by these results because they show AI infrastructure demand remains strong despite the valuation reset. $CoreWeave, Inc.(CRWV)$ $104.2 billion backlog and $SUPER MICRO COMPUTER INC(SMCI)$ $65–72 billion fiscal 2027 revenue guidance suggest the key constraints are increasingly power, cooling, networking and financing—not a lack of orders. I’m especially interested in SMCI’s margin recovery and CRWV’s revenue visibility. Both are high-beta names with execution and financing risks, so I wouldn’t chase the after-hours rally. NVDA remains my preferred core exposure, while COHR and LITE could benefit from continued optical demand. For now, I’m cautiously bullish on an AI hardware recovery. I’ll watch CPI, Treasury yields and COHR’s earnings for confirmation. If CRWV and SMCI hold their gains, it could signal the correction was mainly valuation-driven. I’d rather accumulate selectively on weakness than chase the rebound. 🐯📈 @Tiger_comments @TigerStars @TigerClub","text":"I’m encouraged by these results because they show AI infrastructure demand remains strong despite the valuation reset. $CoreWeave, Inc.(CRWV)$ $104.2 billion backlog and $SUPER MICRO COMPUTER INC(SMCI)$ $65–72 billion fiscal 2027 revenue guidance suggest the key constraints are increasingly power, cooling, networking and financing—not a lack of orders. I’m especially interested in SMCI’s margin recovery and CRWV’s revenue visibility. Both are high-beta names with execution and financing risks, so I wouldn’t chase the after-hours rally. NVDA remains my preferred core exposure, while COHR and LITE could benefit from continued optical demand. For now, I’m cautiously bullish on an AI hardware recovery. I’ll watch CPI, Treasury yields and COHR’s earnings for confirmation. If CRWV and SMCI hold their gains, it could signal the correction was mainly valuation-driven. I’d rather accumulate selectively on weakness than chase the rebound. 🐯📈 @Tiger_comments @TigerStars @TigerClub","html":"I’m encouraged by these results because they show AI infrastructure demand remains strong despite the valuation reset. $CoreWeave, Inc.(CRWV)$ $104.2 billion backlog and $SUPER MICRO COMPUTER INC(SMCI)$ $65–72 billion fiscal 2027 revenue guidance suggest the key constraints are increasingly power, cooling, networking and financing—not a lack of orders. I’m especially interested in SMCI’s margin recovery and CRWV’s revenue visibility. Both are high-beta names with execution and financing risks, so I wouldn’t chase the after-hours rally. NVDA remains my preferred core exposure, while COHR and LITE could benefit from continued optical demand. For now, I’m cautiously bullish on an AI hardware recovery. I’ll watch CPI, Treasury yields and COHR’s earnings for confirmation. If CRWV and SMCI hold their gains, it could signal the correction was mainly valuation-driven. I’d rather accumulate selectively on weakness than chase the rebound. 🐯📈 @Tiger_comments @TigerStars @TigerClub"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":596051947029488,"gmtCreate":1786517095017,"gmtModify":1786523510963,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667691843168","idStr":"3527667691843168"},"themes":[],"title":"One US$500 Billion Deal: The Fee Collectors Rose, the Payers Fell","htmlText":"Hello. In the last piece Nvidia was out raising up to US$500 billion for AI infrastructure and the market had started asking where the money would come from. Last night we got half an answer: the money is there, but the people putting it up and the people spending it went in opposite directions. The providers all rose: KKR up 6.88 per cent, Apollo 6.26 per cent, Brookfield 4.77 per cent, Blackstone 3.89 per cent and BlackRock 1.54 per cent. The spenders fell for a second day: Alphabet down 3.61 per cent, its fourth decline in five sessions; <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> down 2.09 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> 1.5 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAP</a>","listText":"Hello. In the last piece Nvidia was out raising up to US$500 billion for AI infrastructure and the market had started asking where the money would come from. Last night we got half an answer: the money is there, but the people putting it up and the people spending it went in opposite directions. The providers all rose: KKR up 6.88 per cent, Apollo 6.26 per cent, Brookfield 4.77 per cent, Blackstone 3.89 per cent and BlackRock 1.54 per cent. The spenders fell for a second day: Alphabet down 3.61 per cent, its fourth decline in five sessions; <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> down 2.09 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> 1.5 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAP</a>","text":"Hello. In the last piece Nvidia was out raising up to US$500 billion for AI infrastructure and the market had started asking where the money would come from. Last night we got half an answer: the money is there, but the people putting it up and the people spending it went in opposite directions. The providers all rose: KKR up 6.88 per cent, Apollo 6.26 per cent, Brookfield 4.77 per cent, Blackstone 3.89 per cent and BlackRock 1.54 per cent. The spenders fell for a second day: Alphabet down 3.61 per cent, its fourth decline in five sessions; $Amazon.com(AMZN)$ down 2.09 per cent, $Broadcom(AVGO)$ 1.5 per cent, $Apple(AAP","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":30,"commentSize":7,"repostSize":3,"link":"https://ttm.financial/post/596051947029488","isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4137112450961772","authorId":"4137112450961772","name":"靖润","avatar":"https://community-static.tradeup.com/news/84e4282a20159c824fd7beaa97094ebf","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4137112450961772","idStr":"4137112450961772"},"content":"The CPI tonight is just an appetizer, and this $500 billion deal is the real main course. The market is already pricing: money is in place, but the efficiency of spending is beginning to be questioned. Data doesn't lie: KKR rose 6.88%, Apollo rose 6.26%, Brookfield rose 4.77%, Blackstone rose 3.89% and BlackRock rose 1.54%. The stock price of the person providing the money is rising, indicating that the market believes that the money will generate steady interest yields when lent. On the other hand, Alphabet fell 3.61%, Amazon fell 2.09%, Broadcom fell 1.5%, Apple fell 1.09%, and Microsoft fell 0.44%. The declining share price of the spenders indicates that the market is beginning to question the efficiency of returns on these capital expenditures. Nvidia itself fell 0.02%, and it didn't move sideways, indicating that the market hasn't decided whether it collects or spends money, and it is in the middle. The capital supply side is rising, and the technology expenditure side is falling. This differentiation is clear enough that there is no need to wait for any data to confirm the direction. The market is pricing the structure of \"revolving financing\": those who borrow money earn interest, those who spend money are questioned, and those who are caught in the middle wait and see. This is the first systematic repricing of AI infrastructure efficiency and will not be completed in a day. CPI is the secondary variable tonight. If it is mild, the differentiation trend will not change, but the rising time will be advanced. If it exceeds expectations, the differentiation intensifies, because the efficiency of capital expenditure will be more scrutinized in a high-interest rate environment. In the short term, assets such as KKR, Apollo, Brookfield and Blackstone will not be significantly adjusted, and technology giants such as Alphabet, Amazon, Broadcom, Apple and Microsoft may still face continuous pressure. CPI data only affects the rhythm and will not change this differentiation trend. The direction of interest rate expectations is clear enough that all that's left is a matter of time. Berkshire started buying after 14 consecutive quarters of net selling, which is the most conservative money coming in. They are not here to chase up, they are here to collect interest. When the most conservative money starts to enter the market, it means that there is not much controversy in this direction.","text":"The CPI tonight is just an appetizer, and this $500 billion deal is the real main course. The market is already pricing: money is in place, but the efficiency of spending is beginning to be questioned. Data doesn't lie: KKR rose 6.88%, Apollo rose 6.26%, Brookfield rose 4.77%, Blackstone rose 3.89% and BlackRock rose 1.54%. The stock price of the person providing the money is rising, indicating that the market believes that the money will generate steady interest yields when lent. On the other hand, Alphabet fell 3.61%, Amazon fell 2.09%, Broadcom fell 1.5%, Apple fell 1.09%, and Microsoft fell 0.44%. The declining share price of the spenders indicates that the market is beginning to question the efficiency of returns on these capital expenditures. Nvidia itself fell 0.02%, and it didn't move sideways, indicating that the market hasn't decided whether it collects or spends money, and it is in the middle. The capital supply side is rising, and the technology expenditure side is falling. This differentiation is clear enough that there is no need to wait for any data to confirm the direction. The market is pricing the structure of \"revolving financing\": those who borrow money earn interest, those who spend money are questioned, and those who are caught in the middle wait and see. This is the first systematic repricing of AI infrastructure efficiency and will not be completed in a day. CPI is the secondary variable tonight. If it is mild, the differentiation trend will not change, but the rising time will be advanced. If it exceeds expectations, the differentiation intensifies, because the efficiency of capital expenditure will be more scrutinized in a high-interest rate environment. In the short term, assets such as KKR, Apollo, Brookfield and Blackstone will not be significantly adjusted, and technology giants such as Alphabet, Amazon, Broadcom, Apple and Microsoft may still face continuous pressure. CPI data only affects the rhythm and will not change this differentiation trend. The direction of interest rate expectations is clear enough that all that's left is a matter of time. Berkshire started buying after 14 consecutive quarters of net selling, which is the most conservative money coming in. They are not here to chase up, they are here to collect interest. When the most conservative money starts to enter the market, it means that there is not much controversy in this direction.","html":"The CPI tonight is just an appetizer, and this $500 billion deal is the real main course. The market is already pricing: money is in place, but the efficiency of spending is beginning to be questioned. Data doesn't lie: KKR rose 6.88%, Apollo rose 6.26%, Brookfield rose 4.77%, Blackstone rose 3.89% and BlackRock rose 1.54%. The stock price of the person providing the money is rising, indicating that the market believes that the money will generate steady interest yields when lent. On the other hand, Alphabet fell 3.61%, Amazon fell 2.09%, Broadcom fell 1.5%, Apple fell 1.09%, and Microsoft fell 0.44%. The declining share price of the spenders indicates that the market is beginning to question the efficiency of returns on these capital expenditures. Nvidia itself fell 0.02%, and it didn't move sideways, indicating that the market hasn't decided whether it collects or spends money, and it is in the middle. The capital supply side is rising, and the technology expenditure side is falling. This differentiation is clear enough that there is no need to wait for any data to confirm the direction. The market is pricing the structure of \"revolving financing\": those who borrow money earn interest, those who spend money are questioned, and those who are caught in the middle wait and see. This is the first systematic repricing of AI infrastructure efficiency and will not be completed in a day. CPI is the secondary variable tonight. If it is mild, the differentiation trend will not change, but the rising time will be advanced. If it exceeds expectations, the differentiation intensifies, because the efficiency of capital expenditure will be more scrutinized in a high-interest rate environment. In the short term, assets such as KKR, Apollo, Brookfield and Blackstone will not be significantly adjusted, and technology giants such as Alphabet, Amazon, Broadcom, Apple and Microsoft may still face continuous pressure. CPI data only affects the rhythm and will not change this differentiation trend. The direction of interest rate expectations is clear enough that all that's left is a matter of time. Berkshire started buying after 14 consecutive quarters of net selling, which is the most conservative money coming in. They are not here to chase up, they are here to collect interest. When the most conservative money starts to enter the market, it means that there is not much controversy in this direction."},{"author":{"id":"4175237419056872","authorId":"4175237419056872","name":"北极篂","avatar":"https://community-static.tradeup.com/news/ccf6efe280d3bd6dd9ff673c1ff662b4","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4175237419056872","idStr":"4175237419056872"},"content":"I think the significance of Berkshire's end of 14 consecutive quarters of net selling is actually more worthy of attention than simply \"buying $23.5 billion in stocks\".","text":"I think the significance of Berkshire's end of 14 consecutive quarters of net selling is actually more worthy of attention than simply \"buying $23.5 billion in stocks\".","html":"I think the significance of Berkshire's end of 14 consecutive quarters of net selling is actually more worthy of attention than simply \"buying $23.5 billion in stocks\"."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":591088994779712,"gmtCreate":1785305494157,"gmtModify":1785309042202,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Comparison Between SanDisk (SNDK) and SK Hynix (SKHY) SanDisk (SNDK) Prediction and Market Outlook SanDisk Corporation (NASDAQ: SNDK) has a consensus Buy rating, with Wall Street analysts projecting an average 12-month price target of $2,144.14. Forecasts range widely from a low of $1,000 to a high of $3,250, with recent structural shifts toward high-margin, long-term AI infrastructure contracts driving massive bullish revisions. The storage and memory sector has experienced significant momentum, propelled by soaring demand for artificial intelligence data center hardware and storage shortage","listText":"<a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Comparison Between SanDisk (SNDK) and SK Hynix (SKHY) SanDisk (SNDK) Prediction and Market Outlook SanDisk Corporation (NASDAQ: SNDK) has a consensus Buy rating, with Wall Street analysts projecting an average 12-month price target of $2,144.14. Forecasts range widely from a low of $1,000 to a high of $3,250, with recent structural shifts toward high-margin, long-term AI infrastructure contracts driving massive bullish revisions. The storage and memory sector has experienced significant momentum, propelled by soaring demand for artificial intelligence data center hardware and storage shortage","text":"$SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ Comparison Between SanDisk (SNDK) and SK Hynix (SKHY) SanDisk (SNDK) Prediction and Market Outlook SanDisk Corporation (NASDAQ: SNDK) has a consensus Buy rating, with Wall Street analysts projecting an average 12-month price target of $2,144.14. Forecasts range widely from a low of $1,000 to a high of $3,250, with recent structural shifts toward high-margin, long-term AI infrastructure contracts driving massive bullish revisions. The storage and memory sector has experienced significant momentum, propelled by soaring demand for artificial intelligence data center hardware and storage shortage","images":[{"img":"https://community-static.tradeup.com/news/cf82d35f91c5d31b457e61f6eae427b7","width":"919","height":"699"},{"img":"https://community-static.tradeup.com/news/26e2463518c0e352fbde173938560f85","width":"1179","height":"561"},{"img":"https://community-static.tradeup.com/news/50fc4b08fcd74d8dc8ef349238af637b","width":"899","height":"520"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":61,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/591088994779712","isVote":1,"tweetType":1,"viewCount":1568,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4247615819131182","authorId":"4247615819131182","name":"Phoebezzz","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4247615819131182","idStr":"4247615819131182"},"content":"[Strong]Thanks for the great comparison. Both companies benefit from the AI memory boom, but the investment thesis seems quite different.","text":"[Strong]Thanks for the great comparison. Both companies benefit from the AI memory boom, but the investment thesis seems quite different.","html":"[Strong]Thanks for the great comparison. Both companies benefit from the AI memory boom, but the investment thesis seems quite different."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":591106009514176,"gmtCreate":1785309618956,"gmtModify":1785311810145,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Comparison Between SanDisk (SNDK) and SK Hynix (SKHY) SanDisk (SNDK) Prediction and Market Outlook SanDisk Corporation (NASDAQ: SNDK) has a consensus Buy rating, with Wall Street analysts projecting an average 12-month price target of $2,144.14. Forecasts range widely from a low of $1,000 to a high of $3,250, with recent structural shifts toward high-margin, long-term AI infrastructure contracts driving massive bullish revisions. The storage and memory sector has experienced significant momentum, propelled by soaring demand for artificial intelligence data center hardware and storage shortages. SanDisk’s business model is transitioning from a cyclical commodity toward structural, contract-bac","listText":"<a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Comparison Between SanDisk (SNDK) and SK Hynix (SKHY) SanDisk (SNDK) Prediction and Market Outlook SanDisk Corporation (NASDAQ: SNDK) has a consensus Buy rating, with Wall Street analysts projecting an average 12-month price target of $2,144.14. Forecasts range widely from a low of $1,000 to a high of $3,250, with recent structural shifts toward high-margin, long-term AI infrastructure contracts driving massive bullish revisions. The storage and memory sector has experienced significant momentum, propelled by soaring demand for artificial intelligence data center hardware and storage shortages. SanDisk’s business model is transitioning from a cyclical commodity toward structural, contract-bac","text":"$SK hynix(SKHY)$ Comparison Between SanDisk (SNDK) and SK Hynix (SKHY) SanDisk (SNDK) Prediction and Market Outlook SanDisk Corporation (NASDAQ: SNDK) has a consensus Buy rating, with Wall Street analysts projecting an average 12-month price target of $2,144.14. Forecasts range widely from a low of $1,000 to a high of $3,250, with recent structural shifts toward high-margin, long-term AI infrastructure contracts driving massive bullish revisions. The storage and memory sector has experienced significant momentum, propelled by soaring demand for artificial intelligence data center hardware and storage shortages. SanDisk’s business model is transitioning from a cyclical commodity toward structural, contract-bac","images":[{"img":"https://community-static.tradeup.com/news/26e2463518c0e352fbde173938560f85","width":"1179","height":"561"},{"img":"https://community-static.tradeup.com/news/50fc4b08fcd74d8dc8ef349238af637b","width":"899","height":"520"},{"img":"https://community-static.tradeup.com/news/67006826fa87615f404638dd555e8c1a","width":"1280","height":"796"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":6,"link":"https://ttm.financial/post/591106009514176","isVote":1,"tweetType":1,"viewCount":967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":589565833482328,"gmtCreate":1784967060562,"gmtModify":1785065280692,"author":{"id":"4147681045299222","authorId":"4147681045299222","name":"Isleigh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4147681045299222","idStr":"4147681045299222"},"themes":[],"title":"Memory Stocks +14% Then -9% in 48 Hours. The Week That Explains Everything About This Trade.","htmlText":"The week of July 21 to 25 is the single most instructive week in the memory supercycle so far. Not because of the Tuesday gains. Because of what happened on Friday. Understanding both moves together tells you more about how to trade this sector than any analyst note written this year. Here is the full sequence. Memory stocks fell 25% across July to their lows. Monday July 20 saw a 4 to 6% snap-back as no fresh Korea headlines appeared over the weekend. Then Tuesday exploded: SNDK surged 14.27%, SKHY ADR jumped 13.75%, MU climbed 12.17%, WDC was up 12%, the DRAM ETF gained 11%. The catalyst was a Morgan Stanley report forecasting a 25% memory price increase from Q2 to Q3, with the firm explicitly stating it was buying the dip. BofA called the slump a summer reset. Semiconductor ETFs absorbe","listText":"The week of July 21 to 25 is the single most instructive week in the memory supercycle so far. Not because of the Tuesday gains. Because of what happened on Friday. Understanding both moves together tells you more about how to trade this sector than any analyst note written this year. Here is the full sequence. Memory stocks fell 25% across July to their lows. Monday July 20 saw a 4 to 6% snap-back as no fresh Korea headlines appeared over the weekend. Then Tuesday exploded: SNDK surged 14.27%, SKHY ADR jumped 13.75%, MU climbed 12.17%, WDC was up 12%, the DRAM ETF gained 11%. The catalyst was a Morgan Stanley report forecasting a 25% memory price increase from Q2 to Q3, with the firm explicitly stating it was buying the dip. BofA called the slump a summer reset. Semiconductor ETFs absorbe","text":"The week of July 21 to 25 is the single most instructive week in the memory supercycle so far. Not because of the Tuesday gains. Because of what happened on Friday. Understanding both moves together tells you more about how to trade this sector than any analyst note written this year. Here is the full sequence. Memory stocks fell 25% across July to their lows. Monday July 20 saw a 4 to 6% snap-back as no fresh Korea headlines appeared over the weekend. Then Tuesday exploded: SNDK surged 14.27%, SKHY ADR jumped 13.75%, MU climbed 12.17%, WDC was up 12%, the DRAM ETF gained 11%. The catalyst was a Morgan Stanley report forecasting a 25% memory price increase from Q2 to Q3, with the firm explicitly stating it was buying the dip. BofA called the slump a summer reset. Semiconductor ETFs absorbe","images":[{"img":"https://community-static.tradeup.com/news/e935210a2dabdb5b170d7c817cd770fd","width":"1024","height":"1536"},{"img":"https://community-static.tradeup.com/news/db218f4c3b676ccb1056dede90c7b189","width":"1600","height":"900"},{"img":"https://community-static.tradeup.com/news/386010f8e41a3e5d4be34e44bd629b5e","width":"1600","height":"900"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":20,"commentSize":0,"repostSize":14,"link":"https://ttm.financial/post/589565833482328","isVote":1,"tweetType":1,"viewCount":1515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":587545022992808,"gmtCreate":1784473812275,"gmtModify":1784474833064,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/IBM\">$IBM(IBM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; The Case for IBM versus SNDK (SanDisk) International Business Machines Corporation will report second-quarter 2026 results on July 22, 2026 Post-Mkt; the market now weighs a consensus revenue view near 17.86 billion US dollars against management’s preliminary update of 17.20 billion US dollars and looks for clarity on large-deal timing, margin resilience, and AI monetization. Market Forecast Consensus for the current quarter points to revenue of 17.86 billion US dollars, adjusted EPS of 3.02, and EBIT of 3.74 billion US dollars, implying year-over-year increases of 7.70%, 14.34%, and 19.17%, respectively. By contrast, the company’s preliminary update calls for revenue of 17.20 billion US dollars (up","listText":"<a href=\"https://ttm.financial/S/IBM\">$IBM(IBM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; The Case for IBM versus SNDK (SanDisk) International Business Machines Corporation will report second-quarter 2026 results on July 22, 2026 Post-Mkt; the market now weighs a consensus revenue view near 17.86 billion US dollars against management’s preliminary update of 17.20 billion US dollars and looks for clarity on large-deal timing, margin resilience, and AI monetization. Market Forecast Consensus for the current quarter points to revenue of 17.86 billion US dollars, adjusted EPS of 3.02, and EBIT of 3.74 billion US dollars, implying year-over-year increases of 7.70%, 14.34%, and 19.17%, respectively. By contrast, the company’s preliminary update calls for revenue of 17.20 billion US dollars (up","text":"$IBM(IBM)$ The Case for IBM versus SNDK (SanDisk) International Business Machines Corporation will report second-quarter 2026 results on July 22, 2026 Post-Mkt; the market now weighs a consensus revenue view near 17.86 billion US dollars against management’s preliminary update of 17.20 billion US dollars and looks for clarity on large-deal timing, margin resilience, and AI monetization. Market Forecast Consensus for the current quarter points to revenue of 17.86 billion US dollars, adjusted EPS of 3.02, and EBIT of 3.74 billion US dollars, implying year-over-year increases of 7.70%, 14.34%, and 19.17%, respectively. By contrast, the company’s preliminary update calls for revenue of 17.20 billion US dollars (up","images":[{"img":"https://community-static.tradeup.com/news/50fc4b08fcd74d8dc8ef349238af637b","width":"899","height":"520"},{"img":"https://community-static.tradeup.com/news/88867684787c681668913d274b0c314a","width":"1152","height":"2048"},{"img":"https://community-static.tradeup.com/news/abd9202ef2de9379628d2a1010988592","width":"640","height":"340"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":1084,"commentSize":9,"repostSize":39,"link":"https://ttm.financial/post/587545022992808","isVote":1,"tweetType":1,"viewCount":3803,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274748701539","authorId":"3479274748701539","name":"happiness000","avatar":"https://static.tigerbbs.com/d2eee07bce87fa1affccdb1a63c8efba","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274748701539","idStr":"3479274748701539"},"content":"That 17.2B vs 17.86B gap is the whole setup for me. I’m still holding IBM — if AI monetization shows up in software margins, the miss chatter fades fast","text":"That 17.2B vs 17.86B gap is the whole setup for me. I’m still holding IBM — if AI monetization shows up in software margins, the miss chatter fades fast","html":"That 17.2B vs 17.86B gap is the whole setup for me. I’m still holding IBM — if AI monetization shows up in software margins, the miss chatter fades fast"},{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"content":"$IBM(IBM)$ Why investors are bullish about IBM : Earnings Warning Is Great Transparency: The company issued a preliminary warning for Q2 revenue ($17.2 billion versus the anticipated $17.86 billion), citing delayed customer contracts and softer enterprise spending. This is great transparency to the market as a whole and should be applauded for genuine public relations to the broader market that is willing to support IBM, now that the price is at a significant discount. Shifting Priorities: IBM are prioritising on AI and Chip dominance which strengthens their MOAT further, amongst competitors. This move is greatly appreciated by the market. Major market voices like Jim Cramer proposes that corporate IT spending is currently shifting away from traditional software and consulting toward cybersecurity, specific AI tokens, and hardware—areas where IBM has recently lagged. New Competition: IBM have acquired a few AI Startups that signify their strategic intent in acquiring more and more AI related technologies. The rise of disruptive large language models (LLMs) like Claude has been captured by IBM. These AI models are being used by IBM in modernizing legacy code (such as COBOL) which directly benefits IBM's lucrative system-level engineering and consulting divisions.","text":"$IBM(IBM)$ Why investors are bullish about IBM : Earnings Warning Is Great Transparency: The company issued a preliminary warning for Q2 revenue ($17.2 billion versus the anticipated $17.86 billion), citing delayed customer contracts and softer enterprise spending. This is great transparency to the market as a whole and should be applauded for genuine public relations to the broader market that is willing to support IBM, now that the price is at a significant discount. Shifting Priorities: IBM are prioritising on AI and Chip dominance which strengthens their MOAT further, amongst competitors. This move is greatly appreciated by the market. Major market voices like Jim Cramer proposes that corporate IT spending is currently shifting away from traditional software and consulting toward cybersecurity, specific AI tokens, and hardware—areas where IBM has recently lagged. New Competition: IBM have acquired a few AI Startups that signify their strategic intent in acquiring more and more AI related technologies. The rise of disruptive large language models (LLMs) like Claude has been captured by IBM. These AI models are being used by IBM in modernizing legacy code (such as COBOL) which directly benefits IBM's lucrative system-level engineering and consulting divisions.","html":"$IBM(IBM)$ Why investors are bullish about IBM : Earnings Warning Is Great Transparency: The company issued a preliminary warning for Q2 revenue ($17.2 billion versus the anticipated $17.86 billion), citing delayed customer contracts and softer enterprise spending. This is great transparency to the market as a whole and should be applauded for genuine public relations to the broader market that is willing to support IBM, now that the price is at a significant discount. Shifting Priorities: IBM are prioritising on AI and Chip dominance which strengthens their MOAT further, amongst competitors. This move is greatly appreciated by the market. Major market voices like Jim Cramer proposes that corporate IT spending is currently shifting away from traditional software and consulting toward cybersecurity, specific AI tokens, and hardware—areas where IBM has recently lagged. New Competition: IBM have acquired a few AI Startups that signify their strategic intent in acquiring more and more AI related technologies. The rise of disruptive large language models (LLMs) like Claude has been captured by IBM. These AI models are being used by IBM in modernizing legacy code (such as COBOL) which directly benefits IBM's lucrative system-level engineering and consulting divisions."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":588460245140528,"gmtCreate":1784697159383,"gmtModify":1784700230554,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572212908677301","idStr":"3572212908677301"},"themes":[],"title":"Why Micron’s 12% Rebound Shows That AI Memory Has Become a Momentum Trade","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> rose approximately 12% on July 21, leading a broad recovery in memory and storage shares. The move reflects extraordinary earnings growth, but it also demonstrates how quickly sentiment can change when expectations are already elevated. Micron reported fiscal third-quarter revenue of $41.46 billion on June 24, compared with $23.86 billion in the preceding quarter and $9.30 billion one year earlier. GAAP net income reached $28.24 billion, while operating cash flow totalled $25.39 billion. Micron’s official earnings release and SEC-filed report show the scale of the expansion. These numbers reflect an exceptional memory environment. AI accelerators require high-bandwidth memory, while data centres, smartphones and computers all","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> rose approximately 12% on July 21, leading a broad recovery in memory and storage shares. The move reflects extraordinary earnings growth, but it also demonstrates how quickly sentiment can change when expectations are already elevated. Micron reported fiscal third-quarter revenue of $41.46 billion on June 24, compared with $23.86 billion in the preceding quarter and $9.30 billion one year earlier. GAAP net income reached $28.24 billion, while operating cash flow totalled $25.39 billion. Micron’s official earnings release and SEC-filed report show the scale of the expansion. These numbers reflect an exceptional memory environment. AI accelerators require high-bandwidth memory, while data centres, smartphones and computers all","text":"$Micron Technology(MU)$ rose approximately 12% on July 21, leading a broad recovery in memory and storage shares. The move reflects extraordinary earnings growth, but it also demonstrates how quickly sentiment can change when expectations are already elevated. Micron reported fiscal third-quarter revenue of $41.46 billion on June 24, compared with $23.86 billion in the preceding quarter and $9.30 billion one year earlier. GAAP net income reached $28.24 billion, while operating cash flow totalled $25.39 billion. Micron’s official earnings release and SEC-filed report show the scale of the expansion. These numbers reflect an exceptional memory environment. AI accelerators require high-bandwidth memory, while data centres, smartphones and computers all","images":[{"img":"https://community-static.tradeup.com/news/ed2c33f0d5a1ccf0614907fa31a52f97","width":"1547","height":"819"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":120,"commentSize":0,"repostSize":266,"link":"https://ttm.financial/post/588460245140528","isVote":1,"tweetType":1,"viewCount":1621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":591491038156336,"gmtCreate":1785403798284,"gmtModify":1785417000086,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/d95d339b1f41503e283097a33ab3ba9d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667667103859","idStr":"3527667667103859"},"themes":[],"title":"[ Event] SK Hynix Has Tumbled. How Much Have You Lost?","htmlText":"<a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> has fallen from a high of US$194.80 to US$126.29, down about 35%. The drop has been even more painful for <a href=\"https://ttm.financial/S/07709\">$CSOP SK Hynix Daily (2x) Leveraged Product(07709)$</a> , which has fallen from HK$193.65 to HK$25.28, a loss of nearly 87% from its peak. SK Hynix reported record quarterly revenue and operating profit, but both still missed Wall Street expectations. That was enough to trigger another sharp swing in the stock. There is also a major change coming for leveraged ETF investors Starting August 3, CSOP’s single-stock leveraged and inverse products will move to a flexible leverage model. These products will no longer aim for a fixed 2x or -2x daily return. Instead, 2x will be the maximum, and","listText":"<a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> has fallen from a high of US$194.80 to US$126.29, down about 35%. The drop has been even more painful for <a href=\"https://ttm.financial/S/07709\">$CSOP SK Hynix Daily (2x) Leveraged Product(07709)$</a> , which has fallen from HK$193.65 to HK$25.28, a loss of nearly 87% from its peak. SK Hynix reported record quarterly revenue and operating profit, but both still missed Wall Street expectations. That was enough to trigger another sharp swing in the stock. There is also a major change coming for leveraged ETF investors Starting August 3, CSOP’s single-stock leveraged and inverse products will move to a flexible leverage model. These products will no longer aim for a fixed 2x or -2x daily return. Instead, 2x will be the maximum, and","text":"$SK hynix(SKHY)$ has fallen from a high of US$194.80 to US$126.29, down about 35%. The drop has been even more painful for $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ , which has fallen from HK$193.65 to HK$25.28, a loss of nearly 87% from its peak. SK Hynix reported record quarterly revenue and operating profit, but both still missed Wall Street expectations. That was enough to trigger another sharp swing in the stock. There is also a major change coming for leveraged ETF investors Starting August 3, CSOP’s single-stock leveraged and inverse products will move to a flexible leverage model. These products will no longer aim for a fixed 2x or -2x daily return. Instead, 2x will be the maximum, and","images":[{"img":"https://community-static.tradeup.com/news/3841b11198462b8874884c44876ad24b","width":"1122","height":"1402"},{"img":"https://community-static.tradeup.com/news/a4fb9813a4aa0cfd775a1d74244e4612","width":"1024","height":"1535"},{"img":"https://community-static.tradeup.com/news/788ec0cd0e85522183278db2ff1ab0d3"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":156,"commentSize":12,"repostSize":12,"link":"https://ttm.financial/post/591491038156336","isVote":1,"tweetType":1,"viewCount":21649,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"content":"I don't own $SK hynix(SKHY)$ or $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ directly, but I've been increasing my exposure to the memory-chip sector through Micron and leveraged semiconductor ETFs during this pullback. I believe the selloff reflects overly high expectations rather than weakening fundamentals. AI-driven HBM demand remains a strong long-term growth driver. I prefer buying quality companies during periods of fear instead of chasing momentum. I've been adding to Micron and SOXL on weakness because I expect AI infrastructure spending and memory demand to keep expanding. Volatility creates opportunities for patient investors. The leverage change to 07709 makes sense from a risk-management perspective, although it may reduce upside during sharp rebounds. My strategy remains the same: gradually buy the dip in high-conviction AI and memory stocks while staying focused on the long term. @TigerEvents @TigerStars @Tiger_comments @TigerClub","text":"I don't own $SK hynix(SKHY)$ or $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ directly, but I've been increasing my exposure to the memory-chip sector through Micron and leveraged semiconductor ETFs during this pullback. I believe the selloff reflects overly high expectations rather than weakening fundamentals. AI-driven HBM demand remains a strong long-term growth driver. I prefer buying quality companies during periods of fear instead of chasing momentum. I've been adding to Micron and SOXL on weakness because I expect AI infrastructure spending and memory demand to keep expanding. Volatility creates opportunities for patient investors. The leverage change to 07709 makes sense from a risk-management perspective, although it may reduce upside during sharp rebounds. My strategy remains the same: gradually buy the dip in high-conviction AI and memory stocks while staying focused on the long term. @TigerEvents @TigerStars @Tiger_comments @TigerClub","html":"I don't own $SK hynix(SKHY)$ or $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ directly, but I've been increasing my exposure to the memory-chip sector through Micron and leveraged semiconductor ETFs during this pullback. I believe the selloff reflects overly high expectations rather than weakening fundamentals. AI-driven HBM demand remains a strong long-term growth driver. I prefer buying quality companies during periods of fear instead of chasing momentum. I've been adding to Micron and SOXL on weakness because I expect AI infrastructure spending and memory demand to keep expanding. Volatility creates opportunities for patient investors. The leverage change to 07709 makes sense from a risk-management perspective, although it may reduce upside during sharp rebounds. My strategy remains the same: gradually buy the dip in high-conviction AI and memory stocks while staying focused on the long term. @TigerEvents @TigerStars @Tiger_comments @TigerClub"},{"author":{"id":"4106309378680090","authorId":"4106309378680090","name":"_dachad","avatar":"https://community-static.tradeup.com/news/e6856c1f1ee94253ef9a7fa17811e96c","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4106309378680090","idStr":"4106309378680090"},"content":"I was too fearful to touch SK hynix, or other mem stocks at elevated prices for that matter. I did however get in and out long MU, for a small gain. not trying to rub salt into your wounds, just making the point that if you are long now, be careful as we get closer to October and chance of rate increase becomes higher.","text":"I was too fearful to touch SK hynix, or other mem stocks at elevated prices for that matter. I did however get in and out long MU, for a small gain. not trying to rub salt into your wounds, just making the point that if you are long now, be careful as we get closer to October and chance of rate increase becomes higher.","html":"I was too fearful to touch SK hynix, or other mem stocks at elevated prices for that matter. I did however get in and out long MU, for a small gain. not trying to rub salt into your wounds, just making the point that if you are long now, be careful as we get closer to October and chance of rate increase becomes higher."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":587913082118368,"gmtCreate":1784564229893,"gmtModify":1784630053553,"author":{"id":"4245312935821372","authorId":"4245312935821372","name":"Young_on_stocks","avatar":"https://community-static.tradeup.com/news/dfb4799002b9db1320239f93b5eb7bfe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4245312935821372","idStr":"4245312935821372"},"themes":[],"title":"Is the Momentum Unwind in Memory Stocks Finally Over?","htmlText":"Hi everyone. Today I want to share a special analysis of the memory sector. Let me start with the conclusion: the most violent phase of forced deleveraging may be close to ending, but that does not mean the correction is over. Memory fundamentals remain strong, while price action and positioning have yet to confirm a genuine reversal. 1. Fundamentals: The thesis remains intact, but expectations got too far ahead The latest rally began after SanDisk’s earnings-driven rerating in late April. Kioxia, SK hynix, Micron and SanDisk all moved sharply higher. Fundamentals started the rally, but Momentum-driven capital eventually took over. This was not a purely speculative move. <a target=\"_blank\" href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> reported quarterly revenue of $5.95 bil","listText":"Hi everyone. Today I want to share a special analysis of the memory sector. Let me start with the conclusion: the most violent phase of forced deleveraging may be close to ending, but that does not mean the correction is over. Memory fundamentals remain strong, while price action and positioning have yet to confirm a genuine reversal. 1. Fundamentals: The thesis remains intact, but expectations got too far ahead The latest rally began after SanDisk’s earnings-driven rerating in late April. Kioxia, SK hynix, Micron and SanDisk all moved sharply higher. Fundamentals started the rally, but Momentum-driven capital eventually took over. This was not a purely speculative move. <a target=\"_blank\" href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> reported quarterly revenue of $5.95 bil","text":"Hi everyone. Today I want to share a special analysis of the memory sector. Let me start with the conclusion: the most violent phase of forced deleveraging may be close to ending, but that does not mean the correction is over. Memory fundamentals remain strong, while price action and positioning have yet to confirm a genuine reversal. 1. Fundamentals: The thesis remains intact, but expectations got too far ahead The latest rally began after SanDisk’s earnings-driven rerating in late April. Kioxia, SK hynix, Micron and SanDisk all moved sharply higher. Fundamentals started the rally, but Momentum-driven capital eventually took over. This was not a purely speculative move. $SanDisk Corp.(SNDK)$ reported quarterly revenue of $5.95 bil","images":[{"img":"https://community-static.tradeup.com/news/3acf085eb27315840e629fb5c0974c56","width":"877","height":"732"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":42,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/587913082118368","isVote":1,"tweetType":1,"viewCount":2216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":591090152452184,"gmtCreate":1785305735805,"gmtModify":1785307155346,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$&nbsp;</a>&nbsp; SK Hynix Prediction and Market Outlook SK Hynix Inc. (KRX:000660) is seeing massive revenue expansion fueled by a generational \"supercycle\" in artificial intelligence memory chips. However, the stock is currently undergoing notable near-term volatility. On July 29, 2026, SK Hynix reported its Q2 2026 earnings, posting an immense surge in profit driven by high-bandwidth memory (HBM3E) shipments to AI giants like Nvidia. Despite these record numbers, the results narrowly missed consensus Wall Street expectations due to delayed revenue recognition on next-generation HBM4 chips. This earnings miss—combined with broader semiconductor sector corrections and panic selling in the South Korean KOSPI index—triggered a sharp 13%","listText":"<a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$&nbsp;</a>&nbsp; SK Hynix Prediction and Market Outlook SK Hynix Inc. (KRX:000660) is seeing massive revenue expansion fueled by a generational \"supercycle\" in artificial intelligence memory chips. However, the stock is currently undergoing notable near-term volatility. On July 29, 2026, SK Hynix reported its Q2 2026 earnings, posting an immense surge in profit driven by high-bandwidth memory (HBM3E) shipments to AI giants like Nvidia. Despite these record numbers, the results narrowly missed consensus Wall Street expectations due to delayed revenue recognition on next-generation HBM4 chips. This earnings miss—combined with broader semiconductor sector corrections and panic selling in the South Korean KOSPI index—triggered a sharp 13%","text":"$SK hynix(SKHY)$ SK Hynix Prediction and Market Outlook SK Hynix Inc. (KRX:000660) is seeing massive revenue expansion fueled by a generational \"supercycle\" in artificial intelligence memory chips. However, the stock is currently undergoing notable near-term volatility. On July 29, 2026, SK Hynix reported its Q2 2026 earnings, posting an immense surge in profit driven by high-bandwidth memory (HBM3E) shipments to AI giants like Nvidia. Despite these record numbers, the results narrowly missed consensus Wall Street expectations due to delayed revenue recognition on next-generation HBM4 chips. This earnings miss—combined with broader semiconductor sector corrections and panic selling in the South Korean KOSPI index—triggered a sharp 13%","images":[{"img":"https://community-static.tradeup.com/news/afcce6f20dd75ec33ddd4df9017396d4","width":"873","height":"552"},{"img":"https://community-static.tradeup.com/news/cf82d35f91c5d31b457e61f6eae427b7","width":"919","height":"699"},{"img":"https://community-static.tradeup.com/news/ab93f7c9330d435337c928c178937e2e","width":"985","height":"558"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/591090152452184","isVote":1,"tweetType":1,"viewCount":709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":586032632955104,"gmtCreate":1784105135859,"gmtModify":1784169987641,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"Owen_trading room","avatar":"https://community-static.tradeup.com/news/5d4e379a31618023c7f5cc95a2df3468","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3491416357875149","idStr":"3491416357875149"},"themes":[],"title":"Two Must-Watch Strategies Now: the Enticing oil Crack Spread and Stock-Index Options Straddle","htmlText":"Every week, Owen talks through some of the trading opportunities and strategies in the current market that are worth watching. This time we won't dwell on preliminaries and will get straight to the point. I believe there are two main opportunities to focus on this time: First, the crude oil crack spread has now surged to a historic extreme. How to find the right timing to short the spread is a highly noteworthy profit opportunity. Second, U.S. equities are currently stuck in a high-level, range-bound pattern. With tonight's upcoming CPI data as a catalyst, how should we use an options straddle strategy to bet on a return of volatility? This is likewise an opportunity worth exploring. Let's look at them one by one. <a href=\"https://ttm.financial/S/.SPX\">$标普500(.SPX)$</a>","listText":"Every week, Owen talks through some of the trading opportunities and strategies in the current market that are worth watching. This time we won't dwell on preliminaries and will get straight to the point. I believe there are two main opportunities to focus on this time: First, the crude oil crack spread has now surged to a historic extreme. How to find the right timing to short the spread is a highly noteworthy profit opportunity. Second, U.S. equities are currently stuck in a high-level, range-bound pattern. With tonight's upcoming CPI data as a catalyst, how should we use an options straddle strategy to bet on a return of volatility? This is likewise an opportunity worth exploring. Let's look at them one by one. <a href=\"https://ttm.financial/S/.SPX\">$标普500(.SPX)$</a>","text":"Every week, Owen talks through some of the trading opportunities and strategies in the current market that are worth watching. This time we won't dwell on preliminaries and will get straight to the point. I believe there are two main opportunities to focus on this time: First, the crude oil crack spread has now surged to a historic extreme. How to find the right timing to short the spread is a highly noteworthy profit opportunity. Second, U.S. equities are currently stuck in a high-level, range-bound pattern. With tonight's upcoming CPI data as a catalyst, how should we use an options straddle strategy to bet on a return of volatility? This is likewise an opportunity worth exploring. Let's look at them one by one. $标普500(.SPX)$","images":[{"img":"https://community-static.tradeup.com/news/25698fa2cdba85e2e33a7eb9cd5f3078"},{"img":"https://community-static.tradeup.com/news/7a3070da9201e495e7ec72030d04c812"},{"img":"https://community-static.tradeup.com/news/a3d9bd9362035ff080d8eaf35211bc3b"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":366,"commentSize":0,"repostSize":28,"link":"https://ttm.financial/post/586032632955104","isVote":1,"tweetType":1,"viewCount":11621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"EN","totalScore":0},{"id":587795707879520,"gmtCreate":1784535593516,"gmtModify":1785987060397,"author":{"id":"3527667668727377","authorId":"3527667668727377","name":"Ivan_Gan","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667668727377","idStr":"3527667668727377"},"themes":[],"title":"U.S.–Iran War Reignites and Risk Returns: Is Now the Time to Buy Gold?","htmlText":"After last week's CPI print, inflation expectations eased slightly, while the U.S.–Iran conflict flared up again and the previously-open strait was once more suspended. That said, this kind of escalation seems to occur almost every weekend, and by the time financial markets open it is quickly shrugged off—so I would not advise anyone to be overly anxious; wait until the market opens and it will speak for itself. Faced with this kind of murky, hard-to-read news flow, the best trading approach is to consider the technical indicators alone, and then set the corresponding strategy based on those indicators. Chart: CCTV News — “U.S.–Iran clashes hit civilian facilities across several countries; Iran warns of an all-out offensive” (reported July 19, 2026) I. U.S. equity indices have flipped shor","listText":"After last week's CPI print, inflation expectations eased slightly, while the U.S.–Iran conflict flared up again and the previously-open strait was once more suspended. That said, this kind of escalation seems to occur almost every weekend, and by the time financial markets open it is quickly shrugged off—so I would not advise anyone to be overly anxious; wait until the market opens and it will speak for itself. Faced with this kind of murky, hard-to-read news flow, the best trading approach is to consider the technical indicators alone, and then set the corresponding strategy based on those indicators. Chart: CCTV News — “U.S.–Iran clashes hit civilian facilities across several countries; Iran warns of an all-out offensive” (reported July 19, 2026) I. U.S. equity indices have flipped shor","text":"After last week's CPI print, inflation expectations eased slightly, while the U.S.–Iran conflict flared up again and the previously-open strait was once more suspended. That said, this kind of escalation seems to occur almost every weekend, and by the time financial markets open it is quickly shrugged off—so I would not advise anyone to be overly anxious; wait until the market opens and it will speak for itself. Faced with this kind of murky, hard-to-read news flow, the best trading approach is to consider the technical indicators alone, and then set the corresponding strategy based on those indicators. Chart: CCTV News — “U.S.–Iran clashes hit civilian facilities across several countries; Iran warns of an all-out offensive” (reported July 19, 2026) I. U.S. equity indices have flipped shor","images":[{"img":"https://community-static.tradeup.com/news/d58b375a1491b9ef0a6013e373b42e63"},{"img":"https://community-static.tradeup.com/news/b5e418df4fc976f721c3d86daba855ab"},{"img":"https://community-static.tradeup.com/news/bd15e80379958012c8f30c35d5de3f27"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":61,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/587795707879520","isVote":1,"tweetType":1,"viewCount":2543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0}]}