Innlegg

$SNDK, $SKHYNIX & $MU — three different storage stories 📦 🔹 $SKHYNIX = Moat — strong HBM dominance, but valuation has risen. 🔹 $MU = Value — diversified exposure and a low P/E, with earnings as the next test. 🔹 $SNDK = Growth Story — long-term contracts + HBF offer strong potential, but volatility can be much higher. Same storage boom, different business models, different returns. 📊 #FedHikesBTCResilience #CostcoBeatsMicronNext #USTreasuryYieldsRise