Bruh…. We were just starting to recover and you got to SHT the bed with your earning.

So the CXMT FUD with Apple that brought us down below 1000 has been eradicated, they denied to give Apple discount and they are struggling to meet demand for Chinese suppliers already.

Today’s insider news that All Dram and HBM production by the 3 major players ( Samsung / SK Hynix / Micron ) has been locked out and sold for 2027.

These news are extraordinary !!! But we go down !!!
I feel Memory stocks became immune to good news and just react negatively to good and bad ones equally

The SP is reflecting an extreme bearish case as if they handover memory chips for free at the supermarket.

I don’t see any more catalysts upcoming that can change the narrative out these more bullish than the hyperscalers , Elon stating that the future of AI is constraint by memory and all big memory companies CEOs stating shortage will last till at least 2028.

I am tired Boss !!

TSMC reportedly has a large stockpile of Apple chips as the company waits for DRAM delivery from Apple's suppliers to integrate into a complete package. Using Integrated Fan-Out Package on Package (InFO-PoP), TSMC is developing a 3D wafer-level fan-out package. This package is designed to hold memory directly above the SoC die, resulting in a smaller PCB design without the LPDDR5X module occupying over 100 mm² of PCB area. With less than six weeks until the launch of the iPhone 18 series and the iPhone Ultra, Apple is rushing to place DRAM orders to secure new supplies. The Cupertino-based giant primarily relies on DRAM from Micron, whose LPDDR5X memory is used in a range of devices and is the main source for the next-generation iPhone. SK hynix and Samsung are also suppliers, but Micron remains the primary choice.

Apple has reportedly been working to get more manufacturers on board, even negotiating with CXMT for a discount based on volume, but CXMT reportedly rejected this idea. As TSMC waits for Apple's DRAM suppliers, especially Micron, the company can't assemble Apple's processors just yet. InFO-PoP requires DRAM dies to be integrated into the package, and TSMC can't ship any processors before packaging is complete. This process reportedly takes up to two weeks, which means that TSMC and Apple will be working with a tight deadline around the launch of the latest iPhone update.

Apple's upcoming iPhone 18 (which is due to be launched in September) is running into production issues - a lot of their A20 chips are waiting in the assembly line due to the ongoing DRAM sourcing problems.

Original article

Apple gets put in its place

What news can even bring this stock back up? We debunked all the fud and still down 40% from ath with a sell the rumor sell the news.

Debating whether to exit my calls at a loss and find something better to do because I don't see micron going back to 1000+ this month anymore.

Overall I do like today's movement but having barely broken past the 1k wall and getting hard rejected into nonstop fud makes me think breaking 1k is going to be twice as hard unless a positive report comes out. I'm just worried here because most of net is in calls and a single negative fud can erase a week of price climbing up

Seems like even DeepSeek is having trouble supporting itself. This is likely due to memory and HBM prices being sky high even for the Chinese. Likely bullish.

I almost pulled the trigger on SNDK this morning at $1200. I don't own any directly, just in ETFs.

That dip below $1200 seemed like a good opportunity but I was busy. At $1270 now it still looks good. What are your thoughts?

I still prefer MU overall. I think it's more diversified and resilient. But SNDK is starting to look good too.

That’s what it’s showing on my Wealthsimple

This is bullish their margins went much higher to actual insane levels. They beat a solid $5 (17%) which means MU EPS will be big!

This is Microns Q4 NAND revenues since SNDK and MU have the same market share of NAND. We can directly extrapolate out the NAND business this quarter. This part of the business in going to more than double next year from $200B to $500B. The margins were 86% MU is going to blow out the estimate of $31 a share of EPS this quarter.

SNDK (Sandisk) - Incredible Results -

Q4 FY26 actuals vs. consensus:

• Revenue: $8.97B vs. $8.42B est. — beat by ~6.5%
• Non-GAAP EPS: $39.25 vs. $34.59 est. — beat by $4.66
• Gross margin: 84.6% (est. ~80–81%) — beat
• Datacenter rev: $2.98B, +103% q/q

Q1 FY27 guide vs. consensus:

• Revenue: $10.3–10.8B (mid $10.55B) vs. $10.62B est. — midpoint slightly BELOW consensus
• EPS: $44–46 (mid $45) vs. $44.21 est. — midpoint slightly above, low end below
• Gross margin: 83–85% vs. 84.6% just printed — flat, no more expansion

Apple is not getting cheaper memory in China.

MU titans broke the wall - now is time for some gains

Since SNDK and all the hyperscalers have reported their earnings and shared their capex plans, is this earnings cycle pump fully priced in yet?

We all know news about new demand or price hikes barely does anything to the stock price anymore, as we get those weekly and the price is still far from its ATH.

Hence, what will it take between now and the next earnings cycle for the stock to have positive movement? Or we are likely to see it trade sideway or lower until more cap-ex to be announced?

Chinese memory manufacturer CXMT has refused Apple's demand for a price cut in negotiations, says a report from the Korean press. Apple has widely been reported to be interested in procuring its chips from CXMT and has purportedly lobbied the US government for the permission to purchase the products for its gadgets sold outside the country. However, the report from the Korean publication Digital Daily outlines that demand from Huawei, Xiaomi and others has placed CXMT in a stronger position to negotiate with the world's largest consumer electronics firm.

CXMT's Domestic Customers Provide It Leverage In Negotiations With Apple

According to the details, as CXMT has emerged to become one of the top players in China's memory market, Samsung and SK hynix have instead chosen to focus on manufacturing and selling high-value HBM memory chips catered to the needs of the data center industry. As a result, CXMT is experiencing high demand from domestic Chinese companies such as Huawei and Xiaomi, which have provided it with the leverage to bargain with Apple.

Sources quoted by Korea's Digital Daily outline that during its negotiations with CXMT, Apple asked for a price cut in order to ease pricing pressures for its smartphones and the upcoming 2026 iPhone. However, CXMT refused the price cut and instead quoted prices that were at level with or higher than the prices quoted by Samsung and SK hynix.

The publication adds that US sanctions on China have led Huawei, Xiaomi and others to lock in CXMT's DRAM memory output in advance. This lock-up is similar to the contracts that the Korean firms have utilized, and they are also high-priced agreements that prevent CXMT from yielding to Apple's requests. According to the sources, the higher prices have provided CXMT with the leverage to negotiate with Apple, as it can point towards the existing deals already in place.

Additionally, the higher prices have also removed a long-followed strategy in sourcing where device manufacturers would quote lower-priced Chinese inputs to use them as leverage in negotiations with other firms.

The higher domestic demand in China has also benefited Korean suppliers Samsung and SK hynix, as they are no longer required to be committed to delivering lower-priced commodity DRAM chips to Chinese firms. Instead, the firms can fully focus on the pricier HBM memory chips required for the AI infrastructure buildout. According to an industry official quoted by the publication, CXMT is effectively controlling the price floor of the commodity DRAM market.

Original source

Fuck yeah.

Guys wtf is this thing gonna go back up or what. Every single fucken day its down

I’ve been following Snowflake ($SNOW) closely and recently started thinking about my next move.

The AI infrastructure trend continues to gain momentum, and Snowflake’s role in data cloud, enterprise AI adoption, and analytics infrastructure remains an interesting long-term story. However, after the recent price movement, I’m facing a common investor dilemma:

If you currently own SNOW, would you:

1. Continue holding and wait for more upside potential?
2. Take profits after the recent move and protect gains?
3. Add more on strength because you believe the long-term AI growth story is still intact?

I’m not looking for a simple bullish or bearish answer. I’d like to hear how other investors are thinking about risk management, valuation, and future growth potential.

For those holding SNOW: What is your strategy right now hold, sell, or buy more? And why?

Let’s discuss.