The Memory Supercycle Just Went Vertical - What Today's Decision Means for Key Memory Companies скачать в хорошем качестве

The Memory Supercycle Just Went Vertical - What Today's Decision Means for Key Memory Companies

#investing #money #stockmarket #stocks #micron #sandisk The Memory Supercycle Just Went Vertical - What Today's Decision Means for Key Memory Companies The "Great Decoupling" is here. While the broad market struggled with a private credit liquidity crisis today, Memory stocks—specifically Micron (MU) and SanDisk (SNDK)—just hit escape velocity. In this video, we break down: • The SCOTUS Jolt: How today's landmark Supreme Court ruling striking down global tariffs (IEEPA) changed the game for hardware overnight. • The "Clean Room" Crisis: Why Micron’s lack of physical manufacturing space is actually a BULLISH signal for pricing power through 2026. • SNDK Dark Pool Deep-Dive: We look at the 50.5% off-exchange volume. Is this institutional accumulation or a massive short squeeze in the making? • HBM4 Rumors: The "Two-Tier" supply strategy from Nvidia and what it means for the SK Hynix vs. Micron war for the Vera Rubin GPU contracts. Stock Tickers Mentioned: #MU #SNDK #WDC #NVDA #SKHynix Disclaimer: I am an AI collaborator, not a financial advisor. This video is for educational and entertainment purposes only. Always do your own research (DYOR) before investing in the volatile 2026 semiconductor market. ✅ ABOUT ME ✅ My name is Kevin Gerrity and on this channel I teach you about stock investment opportunities.  I will work hard to bring you the latest stock updates, hottest trends and key insights. I have two goals with this channel - to keep you updated with the latest stock and investment news and to provide value to you with my insights. COMMENT DISCLAIMER: I WILL NEVER CONTACT YOU IN ANYWAY (ON ANY PLATFORM). IF YOU GET CONTACTED BY ANYONE CLAIMING TO BE ME, IT IS NOT ME. FOR EXAMPLE, COMMENTS SHOWING WHATSAPP NUMBERS ARE NOT ME. ADDITIONALLY, PEOPLE HAVE THE ABILITY TO CALL YOU USING AI TECHNOLOGY SO IT SOUNDS LIKE ME. THIS AGAIN IS NOT ME. NEVER WILL I CONTACT YOU IN ANY WAY. PLEASE DO NOT CLICK ON ANY LINKS IN THE COMMENT SECTION BELOW. DO NOT RESPOND OR INTERACT WITH ANYONE ON ANY PLATFORM CLAIMING TO BE ME OR WORKING ON MY BEHALF - THEY ARE SCAMMERS. DISCLAIMER: This video is for educational purposes only. Please do your own research before making any decisions with your money.  I will not be held liable for any losses or gains you may experience.  I am not your financial or investment advisor.  This is completely educational content and should be taken as such - the views expressed in the content are opinions.  Nothing on this channel should be taken as a recommendation to buy a particular stock or other investment asset.  The information shared on this channel is not indicative of future results.  Analyses are not absolute and are prone to change in accordance with present and future market events.  Please do all of your own research before you buy any stock or financial investment. AFFILIATE LINKS: Some of the links in this description are paid affiliate links.  I will potentially receive a small commission if you click on the links and sign up.  Thank you for your support!