The rise of China’s ChangXin Memory Technologies (CXMT) is fundamentally challenging the traditional narrative of the global memory market, which has long been dominated by US and South Korean giants like Micron, Samsung, and SK Hynix. While CXMT may not completely "unchart" or rewrite the entire global memory paradigm overnight—especially at the bleeding edge of AI hardware —its rapid ascent is rewriting the rules of engagement for US semiconductor firms. 1. Meteoric Market Share Gains CXMT has scaled at a pace that caught Western markets off guard. Driven by massive domestic demand and an upcycle in the memory sector: * CXMT’s global DRAM market share climbed from roughly 3% to around 8%. * Its blockbuster IPO on Shanghai’s STAR Market raised nearly $10 billion, briefly catapulting

$SanDisk Corp.(SNDK)$ When will this start  rebounce to all time high 

I feel that aapl lucked their way into avoiding the fall into the AI hole. They likely saw it was the next big thing, tried to do something (like most of their side quests) then bombed out. Thing is, aapl always retreats to what is safe, so they made the call to put a stop to whatever in house project they had, then started onboarding from external companies. Once you avoid the pressure of having to constantly be the number one AI model, you don't have to sell your house, and can better focus your efforts elsewhere

Any orcl fans out there still refusing to accept that it is flaming out hard and that Larry is just using it as a money printer for himself now. There is absolutely no basis for his constant dividend declarations when they are struggling so hard and constantly need investors to fund their rubbish

BUY THE MOST UNDERVALUED STOCK ADOBE NOW

$Cxmt Corporation(688825)$’s 466% Shanghai debut transformed a Chinese semiconductor company into an immediate stock-market giant. More importantly for US investors, the listing gives China’s largest domestic DRAM producer billions of dollars to expand capacity and challenge Micron, Samsung and SK Hynix. CXMT sold shares at 8.66 yuan and closed its July 27 debut at 49 yuan after reaching 55.03 yuan. The company raised 57.92 billion yuan, or approximately $8.6 billion, while its market capitalization reached roughly $488 billion. Only 6.73% of the enlarged share count was freely tradable, which likely amplified the price increase. Reuters’ report on CXMT’s trading debut provides the offering and float data. CXMT manufactures DRAM used in smartpho

The uncomfortable answer first: this is probably both, and deciding which one dominates depends entirely on what August 5 delivers. SanDisk has now fallen roughly 31% in a month from its June all-time high, including Friday's 10.79% single-session drop that led the entire memory complex lower. The stock is at $1,471 premarket, up 2.47% as buyers step back in. Options traders are pricing a 25% move in either direction on August 5 earnings. Goldman Sachs has a $2,200 target with a Buy rating. The bear case targets $1,027 if NAND pricing rolls over. That is a 24x spread between bull and bear, which means the market has no consensus on what SanDisk actually is: AI infrastructure compounder or cyclical memory stock at the wrong point in the cycle. What Caused Friday's Drop There was no company-

📉 SanDisk’s 11% plunge feels more like a pre-earnings shakeout than the beginning of a prolonged downtrend. Markets often overreact when uncertainty peaks, and that’s exactly where SanDisk finds itself today. After an exceptional rally over the past year, expectations have naturally become much higher. With earnings just around the corner, many short-term traders are locking in profits rather than risking an earnings surprise. That explains the sharp selling pressure, but it doesn’t necessarily mean the underlying business has suddenly weakened. 💾 The biggest debate isn’t whether AI demand still exists—it absolutely does. The real question is whether AI-driven storage demand can continue growing fast enough to offset NAND pricing fluctuations. Personally, I believe we’re still in the early

I lean overreaction, but with a genuine warning embedded in it. Friday’s decline was not isolated to SanDisk. Memory and AI-hardware names were hit broadly, with Micron, Western Digital and Seagate also falling sharply as investors reduced exposure to one of 2026’s strongest trades. That makes the 10%+ move look partly like sector deleveraging and profit-taking rather than evidence that SanDisk’s fundamentals suddenly deteriorated. The bull case remains substantial. NAND pricing and AI/data-centre storage demand have improved dramatically, while analysts remain broadly positive. Recent consensus data still show a Buy rating, although the enormous US$1,000 to US$3,250 target range illustrates how uncertain the valuation has become. Wedbush has actually raised its estimates ahead of the 5 Au

$SanDisk Corp.(SNDK)$  $Micron Technology(MU)$   Micron Technology, Inc. (MU) reported the most important quarterly earnings last week in its 47-year-long history. And the market's reaction wasn't anything else, other than confusion. The day after the earnings, Micron's stock skyrocketed 15.7%, reaching its all-time high of $1,255/share, and in the following days, the stock gave up some of the earlier gains. Today, Micron trades at $1,030/share. Despite the volatility, year-to-date Micron is still up 260%, and in the last 12 months the stock is up 7x. The post-earnings price action would normally suggest we've hit the top, and the growth sto

In a stock market environment with ambiguous directionality and persistent consolidation, capital flow data often serves as the primary reference indicator for traders because these data are more authentic than sentiment. In last week's market liquidity data, we discovered: capital is accelerating its flight from US stocks, especially the seven major tech stocks tracked by Goldman Sachs, where the traces of institutional capital withdrawal are already quite clear. Moreover, the overall net capital flow of individual US stocks is once again showing an expanding outflow. In the latest weekly data of institutional capital inflows and outflows for major seats compiled by Goldman Sachs, massive amounts of capital are fleeing US tech stocks, particularly the 7 star tech stocks:

$Micron Technology(MU)$   If we look at Micron's valuation purely from a 12M-forward perspective, this puts the EPS at $114/share by 1st July 2027, and against today's price, we are talking about a forward P/E of 9.12x. FactSet is expecting EPS growth as follows: FY26 Expected EPS: $73.12E, 782% YoY growth. FY27 Expected EPS: $154.66E, 112% YoY growth. FY28 Expected EPS: $166.34E, 8% YoY growth. This is a meaningful increase from the EPS expected when I wrote my last article in May, driven by stronger Q3 earnings and the more optimistic guidance for Q4. Previously the analysts were also anticipating an EPS decline in FY28, pointing to the end of the cycle, but I already explained earlier why this is unlikely to m

I would choose B, while keeping D in mind. I'm still bullish on the AI infrastructure ecosystem because I believe we're in the early stages of AI adoption. Nvidia, TSMC and the broader semiconductor supply chain continue to have strong long-term demand. The financing concerns around Nvidia are worth monitoring, but they don't change my long-term view. China's immersion DUV progress is strategically important, but the real test is customer qualification, production stability and repeat orders—not just the first machines. I'll be watching execution rather than headlines, as successful mass production would be a meaningful milestone for the semiconductor industry. Apple reclaiming the top spot shows the market is placing greater value on cash flow and capital efficiency. I believe the next w