101676347 : shorts cooked today if cannot bring down below $79.
101676347
:
think those options at $79 will be roasted soon…
贝贝和弟弟 OP 101676347 : Hold it well, it will continue next week.
101676347 贝贝和弟弟 OP : hopefully they can redeem those expiring today..
yingying413 : Is it still suitable to enter the market.
hard-working Camel_4 : yes
102115941 : drop what?
102115941 : u can shut up now
102989140 102115941 : Honestly, this is what i got. NAND advance with 172 layer, China 232 layer, SSD no advance, DRAM not much advantage against china, derivative HBM just started, but business advance deal to partner with EUV provider, china now making own EUV, succeeded but low yield, wait and see any vengeance from China. Additional now start to play financial, offer senior note yield 2035 to repay 2027, (lack of cash flow). it is at the middle of the war zone
CristeLi
102989140
:
I honestly recommend you to read more authentic research reports and dd paper.
China’s Changxin can only produce 4 gens DRAM and has a lower quality againt 3 giant. NAND is not the key product of Micron.
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103459102 : no effect still up drop little
101676347 : step shit again..
102989140 : people too optimistic
CristeLi : DRAM is produced in Xian, China.
HBM is a component of GPU.