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Mian Bilal Ali
$SNDK SK Hynix sells moat — HBM holds over half the market share, others can't catch up, but the premium has already been fully priced in, which is why it only rose 28% this year.
$MU wrong sell-off — across the boardPE in single digits, waiting for a financial report to verify.
SanDisk sells imagination — long-term contracts + HBF, the story is the most attractive, but the pullback is also the harshest.
The big picture in eight characters: there's a top above and a bottom below.
#DailyOrbit
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