Memory stocks $MU, $SNDK, $DRAM, $WDC 4 hour August update.
Western Digital lagging behind the downtrend channel breakouts, 590/600 could come quick.
Korea is closed, seems that's a plus so far. Great moves.
I just picked $AXTI to go to 105 for my @The_BakeryHQ weekly options pick-em.
Gex confluence is there, straight line.
I'm hearing whispers of Indium Phosphide getting its biggest price increase in history due 4Q?
Yeah, run it.🏃
Since January, HBM4 began shipping, NAND never flooded, and datacenter storage demand kept climbing.
New supply is coming. Much of it is already spoken for.
The cycle exists. The old model no longer fits.
$MU$SNDK$STX$WDC$SKHYhttps://t.co/chuVAkmjHI