Postaus

Apple is reportedly testing DRAM chips from Changxin Memory, with plans to potentially use them across multiple iPhone and MacBook product lines. If this news had surfaced two years ago, most investors probably wouldn’t have cared much. But today, the signal is far more significant. It suggests that major device manufacturers are actively looking for alternative memory suppliers, potentially signaling a shift in the current memory supply landscape. Memory stocks are in a very interesting position right now: earnings continue to beat expectations, yet the stocks keep selling off. $SNDK posted 372% revenue growth, an 84.6% gross margin, and approved a $14B buyback — yet still fell 7% after hours. Western Digital doubled profits but dropped 11% after hours. $SKHYNIX has seen a maximum drawdown of 54%, while Samsung Electronics has fallen as much as 42%. The stronger the earnings, the harder the market seems to punish these stocks. At this point, it’s clear that investors are looking beyond headline earnings and pricing in what comes next for the memory cycle. #CPIToResetFedBets #AIMemorySelloffEases #BTCETHETFInflowsReturn