Posteo
Birdie_OKX
Western Digital's report of customers discussing supply needs for 2030-2031 is encouraging, but it establishes interest rather than contracted demand or margins. The rebound in SK Hynix and Micron therefore reads as a reset in expectations, not proof that AI memory pricing has turned. Capex discipline will decide how much demand reaches profitability.
#AIMemoryDemand
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El pulso del mercado hoy
1#WillFedPauseInOctober
2#AIMemoryDemand
3#MiddleEastOilSupplyRisk
