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Micron bounced Friday as Jensen Huang played down fears of a memory glut, with the Fed and Big Tech earnings ahead. At home, REITs held their gains. Let's dig in 👇💬 Memory makers report this week. Is ...
$NVIDIA(NVDA.US)buy the dip before Nov mid election
upcoming various companies earning reports, feds announcement, mid term nov election, unstable middle east conflicts are shaking the market. for the brave, any dip is a buy, any rebound is a sell. overall, can see that investors are quite cautious for time being.
Micron bounced Friday as Jensen Huang played down fears of a memory glut, with the Fed and Big Tech earnings ahead. At home, REITs held their gains. Let's dig in 👇💬 Memory makers report this week. Is ...
Three memory names report inside three days — Seagate Tuesday, SK Hynix Wednesday, SanDisk Thursday — and they sit on three completely different layers of the storage stack. Pick the one with the highest net gain this week, back it up, and the 3 best takes win 2 SGD each.
Thurs seems to be a crucial day with many key results esp Fed decisions etc. Will see...
Micron bounced Friday as Jensen Huang played down fears of a memory glut, with the Fed and Big Tech earnings ahead. At home, REITs held their gains. Let's dig in 👇💬 Memory makers report this week. Is ...
its rare that the REITs outran the banks. Investors are like fair weather friends, they cheered the banks' almost unstoppable rally and are now really quiet when the trend turns. Now there are also no voices heard on buy banks sell REITs when everything in the market are not encouraging or are flip flopping constantly.
Micron bounced Friday as Jensen Huang played down fears of a memory glut, with the Fed and Big Tech earnings ahead. At home, REITs held their gains. Let's dig in 👇💬 Memory makers report this week. Is ...
Options Puppy’s Market Takeaway🥇 1. Gold reboundsGold rebounded after falling below US$3,980. Buyers may be stepping in at lower levels, but I want to see whether the recovery can continue.My view: Wa...
$SK Hynix(SKHY.US)
🔥 SK Hynix Earnings: Will It Spark the Next AI Chip Rally?🙄
All eyes are on SK Hynix on 27 Oct 2026 at 8PM ET ( 28 October 2026 8am SGT ) 👀
The memory chip giant is set to report another strong quarter. Booming AI demand, rising memory prices and growing appetite for High Bandwidth Memory are driving the growth.
The big question now is whether the great results be enough to push chip stocks even higher?
📈 Who could benefit if results beat forecasts
🟢 Micron. Stands to gain from firmer memory prices and stronger HBM demand
🟢 Samsung. Investors will be watching closely how it stacks up in the HBM race
🟢 NVIDIA and TSMC. Positive sentiment could lift confidence across the whole AI infrastructure theme
🟢 ASML. Higher capital spending plans from chipmakers would support equipment demand
⚠️ There is one important thing to remember
Even outstanding earnings might not move the needle if the good news is already priced in.
What really matters is MANAGEMENT GUIDANCE for 2027 now.
Investors will be asking about HBM4 shipments, memory pricing trends and whether today’s strong profit margins can last.
A confident outlook could send memory and AI chip stocks higher. A cautious commentary may trigger profit taking even if the quarter looks impressive on paper.
💡 Key takeaway:
Do not buy just because a company reported great numbers. Always look at valuation, future growth expectations and how much margin of safety you are getting.
A wonderful business can still be too expensive at the wrong price.
📊 Please refer to the full infographic for three possible scenarios and the key names to watch
Not financial and investment advice. Please always do your own due diligence . Cheers .🥂
That Micron bounce Friday on Jensen playing down memory glut is what ends 8-day chip losing streak record - after Lam beat and fell twice as hard as WDC, capitulation done, Jensen would know as NVDA buying all HBM. Big Tech earnings ahead rip. At home REITs held gains is actually bearish - means banks slip continues, same pattern as banks easing back after Wednesday’s gains and early bounce fading, REIT hold is just defensive hiding before Fed hawkish.
Micron bounced Friday as Jensen Huang played down fears of a memory glut, with the Fed and Big Tech earnings ahead. At home, REITs held their gains. Let's dig in 👇💬 Memory makers report this week. Is ...
The important Fed meeting is this week. The bears are out and roaming boisterous as can be. Narratives are all selling the market. AI bubble? Haha…Bring it on! It’s time to be bullish!
Micron bounced Friday as Jensen Huang played down fears of a memory glut, with the Fed and Big Tech earnings ahead. At home, REITs held their gains. Let's dig in 👇💬 Memory makers report this week. Is ...
This week brings more tech earnings as well as the Fed meeting. It is also a time cycle which brings fundamentals, technicals and time together into a seasonally strong period of a mid-election year. The most ideal situation will be more selling and a low into the end of the week which I am buying hands over fist into. Wave 4 looks to be completing in Tech and the broad index should give a C wave down into the week. And not to forget, sentiments are in the basement and everyone is bearish including people here.
It’s time to plant seeds! 💪🏻😊
Micron bounced Friday as Jensen Huang played down fears of a memory glut, with the Fed and Big Tech earnings ahead. At home, REITs held their gains. Let's dig in 👇💬 Memory makers report this week. Is ...
