المنشور

📊 The Memory Market May Be Entering a New Phase Reports suggest Apple is testing Changxin Memory (CXMT) DRAM chips for potential use in future iPhone and MacBook models. A few years ago, this headline might have gone unnoticed. Today, it signals that major tech companies are actively exploring alternative memory suppliers, potentially reshaping the competitive landscape. Meanwhile, memory stocks are sending mixed signals. 📈 Strong earnings... 📉 Weak price reactions. Recent examples: • $SNDK delivered impressive growth, strong margins, and approved a $14B buyback—yet the stock still declined after earnings. • Western Digital reported solid results but also sold off. • SK Hynix and Samsung Electronics have experienced significant pullbacks despite long-term demand remaining strong. The market appears to be looking beyond current earnings and focusing on the next stage of the memory cycle. For now, investors are asking not how strong the last quarter was—but what comes next. $SNDK $WDC $MU #AIInfraEarningsWatch #CPIToResetFedBets #AIInfraFundingDiverges