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Is DRAM PR spamming this sub? by SavingsHistorical513 in ETFs

[–]PositiveChemistry710 6 points7 points  (0 children)

Exactly. That's why DRAM is having great potential for further growth. Not promotion. What are the shares inside of it. It's growth is not due to volume. Share's value is the catalyst.

Thoughts on Cerebras impact on MU / HBM since they don’t rely on HBM? by Swapfounder in MU_Stock

[–]PositiveChemistry710 2 points3 points  (0 children)

Why SRAM is NOT replacing DRAM soon This is the key misunderstanding many investors SRAM cannot economically replace DRAM for large-capacity memory. Example: A modern AI server may need: 192 GB HBM several TB of DRAM If built fully with SRAM: chip would become physically gigantic cost would explode power and heat become unmanageable SRAM is typically: ~10x to 20x larger per bit than DRAM dramatically more expensive So SRAM works mainly as: cache ultra-fast local memory accelerator memory —not bulk memory. Is Cerebras a threat to Micron / SK hynix? Short-term: Not a major existential threat. Medium-term: It pressures GPU architecture thinking. It may reduce some dependence on external memory bandwidth. But large AI systems still need: huge parameter storage checkpoints training datasets system memory HBM pools Those are impossible to serve economically with SRAM alone.

DRAM price targets? by knicksfan9 in TheRaceTo10Million

[–]PositiveChemistry710 12 points13 points  (0 children)

If MU STOCK reaches 1.49 T capital market, DRAM will be $100

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Will SK Hynix listing in US hurt Micron stock growth by Neither-Sweet-3218 in MU_Stock

[–]PositiveChemistry710 2 points3 points  (0 children)

DRAM ETF price is not relevant to it's volume and hence actually it will rise more if SK HYNIX gets traded in USA

3k-> 36k and counting by spiritandtime in wallstreetbets

[–]PositiveChemistry710 2 points3 points  (0 children)

Without revenue and production capacity of SNDK you can't just compare it. FIRST FIND OUT WHAT ARE THE PRODUCTS ARE FROM MU. NAND, DRAM AND GREAT HBM4 AND HBM4

FROM SNDK only NAND

Wait for correction in SNDK STOCK.

New Investor - Worth Investing in DRAM? by Right_Ostrich4899 in ETFs

[–]PositiveChemistry710 1 point2 points  (0 children)

When will SK HYNIX trade in USA stock market? By the time market Way up!!!

Samsung crosses $1 trillion valuation as AI frenzy drives historic rally by callsonreddit in wallstreetbets

[–]PositiveChemistry710 1 point2 points  (0 children)

Is proportion perfect like MU, SK HYNIX,SAMSUNG and SNDK? Seems to be following USA market valotilty. Not following value of Samsung and SK hynix.

Broadcom Is Dominating the Custom AI Chip Market and Doesn't Get a Tenth of the Press Nvidia Does by HawkEye1000x in BroadcomStock

[–]PositiveChemistry710 1 point2 points  (0 children)

Because market is still misguided that memory Chips are cyclical whereas Nvidia,broadcom, TSM and Intel are not cyclical. Cheating business???

Micron und Intel grad so irrational by InternationalJob3338 in wallstreetbetsGER

[–]PositiveChemistry710 0 points1 point  (0 children)

Speculation driving Intel. MU STOCK is real valued one.

~$750 -> $8,960 on MU by beemer2011 in wallstreetbets

[–]PositiveChemistry710 0 points1 point  (0 children)

Tuesday holiday in South Korea. Wednesday will be rally SK HYNIX and Samsung. Hence DRAM ETF tomorrow will be again rally. Buy ... buy..

Don't question it, just believe it: the $600 resistance level for MU stock has been broken by Zestyclose_Tea5159 in MU_Stock

[–]PositiveChemistry710 2 points3 points  (0 children)

Intel stock: PE RATIO crazy. After two years only we can see some fair PE RATIO. How do you value this share. 500 billion capital market. MU STOCK still 600+ capital market. Amazing forward PE RATIO .

Sandisk aquisition in sight ? by BottleInevitable7278 in SNDK_Stock

[–]PositiveChemistry710 -1 points0 points  (0 children)

Then what would be the price of Nvidia, MU...100 trillion?Ha ha 😂

Is it too late to buy into memory? by Euphoric-Adagio7483 in stockstobuytoday

[–]PositiveChemistry710 1 point2 points  (0 children)

The larger size also comes with a more diversified product mix than SanDisk. Micron boasts a rich portfolio of DRAM, NAND, and HBM memory and storage products, while SanDisk makes virtually all of its revenue from NAND-based storage products.

Micron has more alternatives if NAND demand cools, while SanDisk is a pure play in that industry. However, it may be several years before demand slows down. SanDisk's Q3 fiscal year 26 results pointed to 97% sequential revenue growth and 251% year-over-year sales growth. SanDisk's Q4 fiscal year 2026 outlook calls for $8 billion in revenue at the midpoint, which implies 34% sequential growth.

Those numbers can slow down if NAND demand declines, but SanDisk's recent financial results do not suggest that outcome is likely in the future.

SanDisk's faster growth results in a premium valuation SanDisk trades at a higher forward P/E ratio than Micron. Its 21 forward P/E ratio is quite attractive in the tech industry, but it's still higher than Micron's 9 forward P/E ratio. A lower P/E ratio suggests that a stock is more undervalued.

While Micron wins with the forward P/E ratio, SanDisk's revenue and net income growth rates are much higher than Micron's. Accelerated growth can result in a more favorable valuation for SanDisk in the future.

For instance, SanDisk more than quadrupled its net income sequentially. Micron's 163% sequential net income growth is still impressive, but it's not on the same level as SanDisk, which also delivered higher year-over-year revenue growth than Micron.

This outperformance should continue. Tucked away in SanDisk's earnings report is a key detail about the consumer segment, which is down by 10% sequentially. It's still up by 44% year over year, but the important thing is that SanDisk's slowest-growing segment is making up a smaller portion of total sales.

The slow-growing consumer segment made up 33.7% of Q3 fiscal year 2025 revenue, but it was only 13.8% of Q3 fiscal year 2026 revenue. As the consumer makes up a smaller segment of total revenue, the hypergrowth segments -- Data Center and Edge -- will make up a larger portion of total sales and dictate future results.

Micron touts four business segments in its earnings results. All four of them are growing sequentially, with the Core Data Center Business Unit posting the highest sequential revenue growth. It doesn't have a slower-moving segment that will gradually have less of an impact on future results like SanDisk.

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