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MEMORY STOCKS ARE EXPLODING🚫 $MU has been he top Memory name but now its biggest competitor $SKHY is tradable tomorrow... The question is does this strengthen the sector or steal money from Micron? $SNDK the sleep also is setting up HUGE Tomorrow is MASSIVE👇

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JEFE TRADES 🔪

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34,752 Aufrufe • vor 1 Monat •via X (Twitter)

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DAN NILES SAYS MONEY IS COMING OUT OF MICRON -SK Hynix trades 20-30% cheaper than $MU and got high bandwidth memory running first -Expects money to rotate out of $MU and $SNDK now that US investors finally have a third way to play memory -Says the AI buildout money looks infinite right now, but "money is not infinite" Dan Niles
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DAN NILES SAYS MONEY IS COMING OUT OF MICRON -SK Hynix trades 20-30% cheaper than $MU and got high bandwidth memory running first -Expects money to rotate out of $MU and $SNDK now that US investors finally have a third way to play memory -Says the AI buildout money looks infinite right now, but "money is not infinite" Dan Niles

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MICRON $MU CEO IS LITERALLY TELLING EVERYONE EXACTLY WHAT TO BUY: He says that memory supply will not catch up to demand until atleast 2028. Memory companies are priced at commodity multiples like the demand will stop this year or next year. That is not the case, and the Micron CEO is shouting it.
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MICRON $MU CEO IS LITERALLY TELLING EVERYONE EXACTLY WHAT TO BUY: He says that memory supply will not catch up to demand until atleast 2028. Memory companies are priced at commodity multiples like the demand will stop this year or next year. That is not the case, and the Micron CEO is shouting it.

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🚨 NOBODY IS PREPARED FOR WHAT $MU IS ABOUT TO DO NEXT Micron Technologies has been leading the memory sector in this AI rally. That was phase 1... Now we enter phase 2: the re-accumulation stage. But, phase 3 is where it gets fun. There is only 1 place to get memory in America and that's $MU. Therefore it will likely lead the race again. Do not miss this.
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🚨 NOBODY IS PREPARED FOR WHAT $MU IS ABOUT TO DO NEXT Micron Technologies has been leading the memory sector in this AI rally. That was phase 1... Now we enter phase 2: the re-accumulation stage. But, phase 3 is where it gets fun. There is only 1 place to get memory in America and that's $MU. Therefore it will likely lead the race again. Do not miss this.

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$SKHY is the most direct public bet on HBM with its $NVDA exposure and margins more tightly tied to the memory bottleneck than $MU or Samsung. Samsung offers memory scale with conglomerate noise, Micron offers clean U.S. memory exposure while SK Hynix provides the strongest operating leverage to rising HBM content across Nvidia’s AI rack roadmap.
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$SKHY is the most direct public bet on HBM with its $NVDA exposure and margins more tightly tied to the memory bottleneck than $MU or Samsung. Samsung offers memory scale with conglomerate noise, Micron offers clean U.S. memory exposure while SK Hynix provides the strongest operating leverage to rising HBM content across Nvidia’s AI rack roadmap.

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BREAKING: Apple $AAPL is lobbying the Trump administration to allow Chinese made memory chips in Apple products sold outside of the U.S. "This memory situation has become unsustainably expensive." Micron $MU has warned this could destroy domestic memory demand in the U.S.
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BREAKING: Apple $AAPL is lobbying the Trump administration to allow Chinese made memory chips in Apple products sold outside of the U.S. "This memory situation has become unsustainably expensive." Micron $MU has warned this could destroy domestic memory demand in the U.S.

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Bank of America just upgraded $MU and memory saying that AI hardware infrastructure spending "is not slowing down." They also said that "the market is underestimating" Micron stock and note it as a "time to buy." Buy every major dip on memory and you will be rich in the future. 1. Sandisk $SNDK 2. Micron $MU All my buy and sell signals in Discord @
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Bank of America just upgraded $MU and memory saying that AI hardware infrastructure spending "is not slowing down." They also said that "the market is underestimating" Micron stock and note it as a "time to buy." Buy every major dip on memory and you will be rich in the future. 1. Sandisk $SNDK 2. Micron $MU All my buy and sell signals in Discord @

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$MU is now live on @Solana via Sunrise. Micron reports earnings this Wednesday, one of the most-watched reports in the AI-memory sector. Issued by Backpack 🎒 Securities, $MU brings a tokenized Micron share onchain, trading across Solana 24/7. Own something.
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$MU is now live on @Solana via Sunrise. Micron reports earnings this Wednesday, one of the most-watched reports in the AI-memory sector. Issued by Backpack 🎒 Securities, $MU brings a tokenized Micron share onchain, trading across Solana 24/7. Own something.

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🚨 WHAT IF THE MEMORY SHORTAGE WAS MANUFACTURED? Samsung, SK Hynix, and Micron are being sued for allegedly engineering the DRAM shortage on purpose. The lawsuit claims they used the AI boom as cover to quietly cut normal memory supply. DRAM prices are up 500 to 700%. The damage is now showing up in iPhone and Mac prices. The makers say it's innocent: AI buyers showed up with huge money for HBM. But here's the bigger question. Memory stocks are priced for endless AI demand. If a court rules the scarcity was manufactured, how much of that demand was ever real?
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Memory stocks will chop around and go sideways for a while. They will test this area to see if this is the low forever, or if another leg lower needs to happen. In either case, I will be a buyer in memory for the long-term if it head down. 1. Memory ETF $DRAM 2. Micron $MU 3. SanDisk $SNDK All my buy and sell signals in Discord @
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Memory stocks will chop around and go sideways for a while. They will test this area to see if this is the low forever, or if another leg lower needs to happen. In either case, I will be a buyer in memory for the long-term if it head down. 1. Memory ETF $DRAM 2. Micron $MU 3. SanDisk $SNDK All my buy and sell signals in Discord @

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The Micron CEO is literally telling you what stocks to buy: Over the past year his own stock, $MU has risen by +200% He’s now calling out: > $DRAM at $50 > $SNDK at $1,270 > $WDC at $430 “We are unable to keep up with the demand seen” The AI super cycle is far from over…
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The Micron CEO is literally telling you what stocks to buy: Over the past year his own stock, $MU has risen by +200% He’s now calling out: > $DRAM at $50 > $SNDK at $1,270 > $WDC at $430 “We are unable to keep up with the demand seen” The AI super cycle is far from over…

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I expect memory stocks to bounce and have at least a relief rally soon. Then we let the markets decide if it needs to break down further (head and shoulders top), or if the low is finally in (triangle). Until then, I will continue to buy at great levels for the future. 1. Roundhill Memory ETF $DRAM 2. SanDisk $SNDK 3. Micron $MU All my buy and sell signals in Discord @
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