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Memory stocks SK Hynix, Micron, and Sandisk plunged despite record profits, as investors demand exponential growth beyond beat-and-raise results. HBM capacity constraints suggest the AI memory cycle …
Memory stocks WDC and SNDK plunged despite beating Q4 estimates, as guidance fell short of sky-high expectations from massive YTD rallies (469% and 202%). Micron and Seagate also dropped in sympathy,…
China's CXMT surged 500% in its Shanghai IPO, sparking fears of Chinese memory competition. SanDisk, Micron, and Western Digital sold off sharply on profit-taking and competitive concerns, though App…
Memory and storage stocks (Micron, Western Digital, Sandisk) plunge over 20-36% after massive AI-driven rallies. Article debates whether this is profit-taking or a bearish trend, with Micron seen as …