I want to take portion of 3T c

Like
1
Favorite

moliya
08-18 19:28

I want to take portion of 3T chips, storage ,power data centers

# Kioxia Drops First, SanDisk Follows With 9% Loss — Is the Crowded Trade Unwinding?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（1）

Top
Latest

village5576
·08-18 20:03
I ran the math, data center power demand alone could grow well above 20% annually over the next five years. Storage and power suppliers should ride that capex wave hard
Reply
Like
Report

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":598121819460752,"tweetId":"598121819460752","gmtCreate":1787052522723,"gmtModify":1787052526116,"author":{"id":3552850525395609,"idStr":"3552850525395609","authorId":3552850525395609,"authorIdStr":"3552850525395609","name":"moliya","avatar":"https://community-static.tradeup.com/news/748bcf0aa156e5b68e0b397250aefd6a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/7b75ce0c34afff716602792a5d0929dd","crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":140,"starInvestorFlag":false},"themes":[{"themeId":"228f7dbe92224ab7969df668216f4d7f","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Kioxia Drops First, SanDisk Follows With 9% Loss — Is the Crowded Trade Unwinding?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":228f7dbe92224ab7969df668216f4d7f}&rnconfig={\"headerBarHidden\": true}","description":"Memory reversed Tuesday: SanDisk −9.01%, giving back all of Monday's 8.88%. The 2x long SNXX fell 17.84%, the 2x inverse SNDQ rose 18.00%. It started in Asia — Kioxia −7.5% in Japan pressured SanDisk pre-market — then a sell-side note called SanDisk a crowded trade against an underowned Nvidia, arriving after a month-long run and giving leveraged holders their reason to cut. A separate filing showed a fund that lost heavily in July was almost entirely in Micron and SanDisk. Buy the dip, rotate to Micron, or drop the leveraged products?\n\n","image":"https://community-static.tradeup.com/news/c4d4b65daedcd952235a3f085db4d033"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>I want to take portion of 3T chips, storage ,power data centers</body></html>","htmlText":"<html><head></head><body>I want to take portion of 3T chips, storage ,power data centers</body></html>","text":"I want to take portion of 3T chips, storage ,power data centers","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/598121819460752","repostId":0,"isVote":1,"tweetType":1,"viewCount":104,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":52,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":598130423693448,"commentId":"598130423693448","gmtCreate":1787054603593,"gmtModify":1787108719981,"authorId":3479274775671087,"author":{"id":3479274775671087,"idStr":"3479274775671087","authorId":3479274775671087,"name":"village5576","avatar":"https://static.tigerbbs.com/25de0f9117703019bacf8912f27a152a","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":598121819460752,"objectIdStr":"598121819460752","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I ran the math, data center power demand alone could grow well above 20% annually over the next five years. Storage and power suppliers should ride that capex wave hard","text":"I ran the math, data center power demand alone could grow well above 20% annually over the next five years. Storage and power suppliers should ride that capex wave hard","html":"I ran the math, data center power demand alone could grow well above 20% annually over the next five years. Storage and power suppliers should ride that capex wave hard","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}