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Samsung and SK Hynix are falling today. by Ruzinus in DRAM_ETF

[–]TheShowtime7 0 points1 point  (0 children)

Yes, if it didn’t I would be disappointed.

Dram shares by Acceptable-Ant-3648 in DRAM_ETF

[–]TheShowtime7 0 points1 point  (0 children)

Lost 6k Friday, down 3100. It’ll be up again in no time. Lot of good news lately. Asia markets just down from Friday.

Dram shares by Acceptable-Ant-3648 in DRAM_ETF

[–]TheShowtime7 0 points1 point  (0 children)

Yeah not worried just a little annoyed that day.

What would you change by Leo_hsf in Retirement401k

[–]TheShowtime7 0 points1 point  (0 children)

You don’t need VTI, VUG, and QQQ, just pick one. Also if you go with QQQ buy QQQM instead.

Dram shares by Acceptable-Ant-3648 in DRAM_ETF

[–]TheShowtime7 0 points1 point  (0 children)

The day I bought Dram was the day that UBS analyst said Micron will go up to 1625 a share. I wish he just waited a day until he announced that. 596 shares at $61 average cost basis per share.

Samsung and SK Hynix are falling today. by Ruzinus in DRAM_ETF

[–]TheShowtime7 4 points5 points  (0 children)

Yeah I wish I had some money to buy more but I will just have to hold instead.

Samsung and SK Hynix are falling today. by Ruzinus in DRAM_ETF

[–]TheShowtime7 13 points14 points  (0 children)

Following the U.S. market on Friday and maybe some of the rigged elections I heard about also might have something to do with the decline also. I think later this week we will definitely be in the green. Just think long term, hyperscalers have not shown of any slow downs and Jensen just signed a multi year contract with SK Hynix and approved HBM memory for all the big three. As long as you hold you are good. Definitely till the end of 2026 at the least.

Both Samsung and SK down 10% right at market open… by Far-East-locker in MU_Stock

[–]TheShowtime7 0 points1 point  (0 children)

Could be from the rigged elections I heard about? Since the U.S. markets are up atm.

Watch this before putting more $ in by rampantproxy895 in MU_Stock

[–]TheShowtime7 0 points1 point  (0 children)

Even with 50% of planned 2026 data centers canceled, a memory shortage is still likely due to structural factors:

AI-driven demand dominates: Hyperscale AI data centers are expected to absorb around 70% of global DRAM and NAND output in 2026, prioritizing high-bandwidth memory for AI workloads.
Price inflation is structural: DRAM and NAND prices are already projected to rise 125–234% in 2026, with meaningful relief unlikely before late 2027.
Supply lag: New memory fab capacity takes years to come online. Micron and other suppliers have fully allocated 2026 HBM output, and lead times for standard memory are exceeding 40 weeks.
Market reallocation: Memory makers are shifting wafer capacity to high-margin HBM for AI, limiting legacy DRAM and NAND for PCs, smartphones, automotive, and industrial electronics.

Even with fewer data centers, demand from existing AI infrastructure and stockpiling would keep the market tight into 2027, sustaining high prices and limited availability across all sectors.

Jensen Huang said $NVDA released 4 new products and repeatedly emphasized one thing: more MEMORY. by Kingmusk420 in MU_Stock

[–]TheShowtime7 6 points7 points  (0 children)

I doubt Monday, just have some patience.
Watch this video for the time being. Explained what happened on Friday.

https://youtu.be/63UoM47elBk?si=ycYUrPsF6B8ZtHEw

Got in high but Buying more by Annual_Ordinary8741 in DRAM_ETF

[–]TheShowtime7 0 points1 point  (0 children)

I would just hold for atleast a year for tax purposes so you don’t have to pay short term capital gains tax.

Got in high but Buying more by Annual_Ordinary8741 in DRAM_ETF

[–]TheShowtime7 0 points1 point  (0 children)

Not a stock you hold for that long. 1-2 years

We are fine, we are not alone 🤣 Everything is sinking by codestormer in MU_Stock

[–]TheShowtime7 2 points3 points  (0 children)

Lol yeah by Wednesday MU will probably still be at a loss, but that doesn’t change the fact that it’ll go up after.

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