Innlegg

$SNDK , $SKHYNIX & $MU — the three storage plays 📦 🔹 $SKHYNIX sells a moat — dominant HBM share, but the valuation isn’t cheap anymore. 🔹 $MU sells value — broad exposure, single-digit P/E, with the next earnings report key for confirmation. 🔹 $SNDK sells the story — long-term contracts + HBF create strong upside potential, but also bigger pullback risk. Same storage price cycle, but very different ways of making money. #FedHikesBTCResilience #CostcoBeatsMicronNext