MUdivided
Product & demand
Receipts
Watch video ↗No timestamp available in this export.I don't want to be a bear on memory just for the sake of being a bear. I I just follow trend, right? And following trend here tells me a lower high there keeps the trend down... the structure still to me makes more sense for a lower high threat.
— Trade Brigade
If Micron fails tonight to impress and they can't tell us that scarcity exists and they retain their pricing power, the entire sector is going to get whacked again given the recent news flow.
— tastylive, at 3:25
Micron must validate its pricing power and scarcity in the market. If it does, semis can stabilize. If not, then we're looking at another leg lower for the entire sector.
— tastylive, at 0:00
Where creators push back
when you put all that together, that's why we have the stock up 14%... they said tight beyond 2027... the fact that they are adding this many SCAs is an indication that the customers are seeing the demand... this is a positive for just a whole broader AI infrastructure ecosystem
— Deepwater Asset Management, at 0:01
memory markets have always been more commoditized than any other market and I can tell you even the Chinese are going to be ramping up the Chinese are now moving into DRAM you know nan flash they're very good at it... I struggle to see how far you can see the kind of the pricing
— Monetary Matters, at 10:28