Roundhill Memory ETF

HSBC raises Micron Technology (MU.O) price target from $750 to $1100

Seagate Stock Falls 7% as CEO's Concerns on AI Storage Capacity Spook Investors

Micron Stock Drops 6.62% Following Failed Nvidia Chip Sales to China

AlphaCore Capital Increases Stake in Seagate by 150.7% in Q4; Analysts Bullish on AI Demand

Deutsche Bank Raises Micron Target Price to $1000, Maintains Buy Rating

Micron Tech States China Remains Key Market, Expects Deepened AI Era Cooperation

Micron Stock Falls 5.5% Amid Geopolitical and Industry Concerns

Loop Capital Raises Seagate Target Price to $1,140, Maintains Buy Rating

Micron and TSMC's Massive Investments Drive Taiwan's Cross-Border Investment Surge Over 150% in First Four Months

Donoghue Forlines LLC Cuts Seagate Stake by 33.3%, Analysts Raise Price Target

SanDisk Warns Shareholders to Reject Tutanota's Unsolicited Mini-Tender Offer

SanDisk VP Sells 2,446 Shares as Analysts Upgrade Rating to Outperform

Seagate Executive VP Ban Seng Teh Sells 15,560 Shares for Approximately $12.69 Million

Micron's AI Memory Production Allocated Through 2026, Stock Surges Amid Tax Risks

SanDisk Receives S&P Upgrade After Debt Repayment and Announces $6B Buyback Plan

Micron Unveils 256GB DDR5 RDIMM Samples to Major Server Ecosystem Partners

Trump and Xi's AI chip policy talks lead to SanDisk stock decline

BofA Global Research Raises Micron's Target Price to $950

Multiple Companies Advance in Storage Product Mass Production and Inventory Building

Evercore Raises Seagate's Target Price to $1000

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Wellgistics Health

Huachen AI Parking Management Tech

GeoVax Labs

Sunshine Biopharma

AIM ImmunoTech

Virax Biolabs

NextNRG

GCT Semiconductor

Pinned News

置顶新闻

This is a bit scary… Samsung’s P5 could reportedly come online in 2027.

SSNGY

SOXX

09747

SOXL

07747

DRAM

This is a bit scary… Samsung’s P5 could reportedly come online in 2027.

Unusual Whales

Samsung Electronics 

iShares Semiconductor ETF

XL2CSOPSMSN-U

VanEck Semiconductor ETF

Direxion Semicon Bull 3X

SPDR S&P Semicon

XL2CSOPSMSN

Samsung Electronics Co., Ltd. Sponsored GDR

FTXL

SOXQ

Polymarket traders are bearish on the S&P 500 following a tech selloff, with a 40% chance of an upward opening on Tuesday. The index fell 0.07% to 7,403.05 on Monday, pressured by AI-related stocks after Seagate's CEO warned of supply constraints. Despite this, Wall Street remains near record highs, supported by strong earnings and easing geopolitical tensions after Trump canceled a planned attack on Iran. S&P 500 futures are down 0.23% in early trading.

- The S&P 500 declined 0.07% to 7,403.05 on Monday due to weakness in artificial intelligence-linked technology stocks.  
- Polymarket indicated a 40% chance of the index opening higher on Tuesday, amid concerns over supply constraints and geopolitical developments following President Trump's recent comments on Iran.  
- Despite the pullback, the market remains close to record levels, with investors focusing on earnings reports and home sales data before the next trading session.

benzinga_article

Seagate Tech

VG S&P 500

iShares Core S&P 500

First Trust Nasdaq Food & Semicon

Spdr Select Tech

SPDR S&P 500

Invesco PHLX Semiconductor ETF

S&P 500

NASDAQ Composite Index

JPMorgan Chase

Home Depot

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

Stock Market: Will S&P 500 Open Up Or Down Today?

MULL

Micron Technology's stock has surged to $725, nearly doubling in a month due to its pivotal role in the AI semiconductor market. Despite appearing expensive, forward earnings analysis indicates it remains reasonably valued with a forward P/E of about 8. Analysts expect EPS to grow significantly, suggesting further upside potential for investors willing to navigate volatility.

- Micron Technology's stock has surged nearly 58% recently, driven by its significant earnings growth and role in the AI semiconductor market.  
- Despite its high share price over $700, analysts suggest Micron is undervalued with a forward P/E ratio of about 8, indicating room for further growth as demand for memory products rises.  
- While some analysts recommend alternative stocks, the underlying earnings potential positions Micron as a compelling option for long-term investors willing to navigate market volatility.

nasdaq

Micron Tech

Direxion Daily MU Bull 2X Shares

GraniteShares 2x Long MU Daily ETF

Invesco Semiconductors ETF

NVIDIA

Intel

Netflix

Nasdaq

NVIDIA Corporation

Is Micron Stock Expensive at $725? Here's the Math on Why Shares Are Still Dirt Cheap.

Seagate Technology's shares fell 7% after CEO Dave Mosley expressed concerns about the company's ability to meet rising AI-related data storage demand. Investors reacted negatively to his comments on delaying manufacturing capacity expansion, despite optimism for long-term AI-driven demand. Broader market pressures, including rising Treasury yields and geopolitical tensions, also impacted tech stocks. Analysts remain optimistic about Seagate's growth, with Evercore raising its price target to $1,000.

Invezz

Broadcom

Evercore

Seagate stock slides 7% as AI demand sparks capacity fears

Micron Technology's shares fell over 7% amid concerns about potential labor disruptions at Samsung Electronics and uncertainty in memory-chip demand driven by AI. This decline follows a 6.6% drop on Friday, marking three consecutive down days after a significant rally. Analysts suggest that any production interruptions at Samsung could tighten supply and support elevated memory pricing. Meanwhile, discussions continue regarding the structural changes in the memory market, with expectations of sustained high pricing conditions until at least late 2027.

- Shares of Micron Technology fell over 7% amidst concerns over potential labor disruptions at Samsung Electronics and the future of memory-chip demand linked to AI.  
- Samsung workers are demanding profit-sharing bonuses and have threatened a strike, potentially disrupting 3% of global memory-chip production, which could impact supply conditions.  
- Analysts suggest the memory industry may experience favorable pricing conditions until 2027, amidst discussions on structural changes and ongoing strong demand for storage solutions in AI applications.

Direxion Daily MU Bear 1X Shares

Jefferies Financial

Western Digital

Western Digital - WI

Why is Micron stock falling 7% today?

SNDK

Seagate's shares fell over 8% following CEO Dave Mosley's comments at a JPMorgan conference, indicating that building new factories to meet rising AI-driven demand would take too long. This led to a sell-off in memory chip stocks, with Micron down 5% and both SanDisk and Western Digital down about 7%. Mosley emphasized the challenges of production cycles and maintaining client predictability amidst soaring demand.

- Shares of Seagate fell over 8% amid concerns raised by CEO Dave Mosley regarding the company's ability to meet the increasing demand for memory chips driven by AI investments.  
- Mosley indicated that expanding production capacity would take too long, which could hinder the growth rate of new technology.  
- As a response to rising demand and long lead times, CME Group announced a new futures market for semiconductors to help traders hedge against price increases in computing power.

CNBC

Sandisk

Sandisk - WI

Seagate leads memory sell-off as CEO says it would 'take too long' to build new factories

INTC

Micron Tech pre-market rose 3.64%; Intel pre-market rose 3.59%; Sunshine Biopharma pre-market rose 526.50%; GeoVax Labs pre-market rose 143.01%; Virax Biolabs pre-market rose 125.80%

- Micron Technology shares increased by 3.64% amid strong earnings forecasts and potential supply benefits from Samsung's management change affecting DRAM production.  
- Intel's stock rose by 3.59%, encouraged by President Trump's comments on government investments and Citi's upgrade of its target price, alongside a new agreement with Apple for chip production.  
- GeoVax Labs saw a 143% rise after emphasizing its strategic focus on the GEO-MVA project, while Virax Biolabs increased by 125.80%, with notable market activity despite no major news.

Price Alert

Pre-market hot trades in US stocks: Micron Tech up 3.64% pre-market; Intel up 3.59% pre-market

Memory stocks, including Seagate, Micron, Sandisk, and Western Digital, are experiencing significant declines after Seagate's CEO warned about the challenges of increasing capacity to meet AI-driven demand. He emphasized that technological improvements are preferable to expanding capacity, which could slow growth. This caution comes amid a broader selloff in momentum stocks linked to rising bond yields, raising concerns about competition from companies like Changxin Memory Technologies, which is preparing for an IPO.

- Memory stocks are declining following Seagate Technology CEO Dave Mosley's comments at a JPMorgan conference about the challenges of increasing capacity to meet AI-driven demand.  
- He emphasized that focusing on technology transitions, rather than constructing new factories, would better support growth, targeting a compound annual growth rate in the mid-20s percent.  
- While cautious capital expenditure may safeguard profitability, it also provides room for competitors like Changxin Memory Technologies to capture market demand.

Sherwoodnews

Memory stocks tumble after Seagate warns on difficulty of meeting demand, bond yields edge higher

Billionaire investor Israel Englander has increased his stake in Micron Technology (MU) by 47%, favoring it over SanDisk (SNDK) amid a surge in AI-driven demand for memory products. Micron's strong performance, with a 591% share price increase over the past year, is attributed to constrained supply and high demand for advanced memory solutions. Analysts believe AI is creating a longer memory cycle, with a Buy rating and a price target of $1,000 for MU shares, indicating potential upside.

- Israel Englander, a renowned billionaire investor, has increased his stake in Micron Technology by 47%, now holding over 1.1 million shares worth approximately $778 million.  
- The surge in demand for high-bandwidth memory driven by AI advancements has led to record sales and profits for Micron, resulting in a significant share price increase of 591% over the past year.  
- Analysts believe that the current demand cycle for memory products may be structurally different due to AI, with positive pricing and demand environments, although some caution exists regarding future price projections.

Tip Ranks

Micron or SanDisk: Billionaire Israel Englander Picks One AI Memory Stock Over the Other

Are Wall Street Analysts Bullish on Seagate Technology Stock??

Barchart Option

Are Wall Street Analysts Bullish on Seagate Technology Stock??

On May 15, Eastern Time, Roundhill Memory ETF options saw a total of 193179 contracts traded, with calls accounting for 50% and puts making up 49%.

Options Flow

Trending | DRAM Plummets 5% last Friday, Some Put options Surges 87%

$Roundhill Memory ETF(DRAM.US) beat all the $iShares Bitcoin Trust ETF(IBIT.US)'s &#34;First ever&#34; records for an ETF. As long as the supply constraints are there, this is good. Once it starts catching up, this can reverse with the same speed. $Micron Tech(MU.US) $Sandisk(SNDK.US) $Western Digital(WDC.US) $Seagate Tech(STX.US)

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Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 21 – June 1, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5 ⭐️ Every week's “Best Health Check‑up” get an extra SGD 5 cash voucher!🚀 Start your portfolio check up now!🔎 More details: <a href="https://longbridge.com/topics/100000000601111?channel=WHAB0001">https://longbridge.com/topics/100000000601111?channel=WHAB0001</a>

My Portfolio Health Check

[Week 4–Portfolio Health Check: Staying With The Leaders] 1️⃣ Current Holdings: The portfolio is still heavily concentrated in industrial and infrastructure-related names, with FIX remaining the clear core position at 56.08%. This week I added Powell Industries and TTM Technologies to increase exposure to power infrastructure and AI-related hardware supply chains. Both are smaller positions for now, but they fit the same broader theme around electrification, data center demand and AI infrastructure spending. 2️⃣ Market &amp; Earnings Watch: Industrial and infrastructure names continued to stay relatively strong this week, especially companies tied to data centers, power systems and AI capex. Memory-related names also remained resilient. DRAM and WDC are still contributing positively as the market continues pricing in stronger AI-driven demand for storage and memory. NVIDIA earnings are getting closer, and I think the reaction will matter more than the actual beat itself. Expectations across semis are already elevated, so guidance and spending outlook from hyperscalers will probably set the tone for the next move. 3️⃣ Portfolio Reaction: Most of the portfolio performance is still coming from FIX, WDC and CIEN. CW pulled back slightly after earnings even though guidance was raised, which feels more like short term rotation than a change in fundamentals. POWL is currently red after my entry, but since the position size is still small, I’m treating it more as an early starter position rather than something I need to react to immediately. 4️⃣ Positioning: The portfolio has become even more theme-driven over the past few weeks, especially around infrastructure, industrial automation and AI-related capex. I’m fine with that for now because the positioning still matches the areas where earnings momentum and capital spending trends remain strongest.#My Portfolio Health Check

Powell Industries

Comfort Systems USA

Ciena

Curtiss Wright

TTM Tech

The Samsung Electronics labor union is reportedly poised to launch an 18-day mass strike on May 21, involving approximately 50,000 employees. Reports indicate that Samsung has already initiated production cuts ahead of schedule, prioritizing the supply of AI-related products such as HBM. Industry analysts project that this event could disrupt the global supply of DRAM and NAND, potentially allowing competitors—such as SK Hynix and Micron—to capture additional orders. Amidst the AI ​​boom, will the memory chip market experience a new wave of price increases?

The Samsung Electronics labor union is reportedly poised to launch an 18-day mass strike on May 21, involving approximately 50,000 employees. Reports indicate that Samsung has already initiated production cuts ahead of schedule, prioritizing the supply of AI-related products such as HBM. Industry analysts project that this event could disrupt the global supply of DRAM and NAND, potentially allowing competitors—such as SK Hynix and Micron—to capture additional orders. Amidst the AI ​​boom, will the memory chip market experience a new wave of price increases?

Countdown to Samsung Strike: Are Memory Chip Prices Set to Rise?

Samsung Electronics faces a strike involving 40,000 employees starting May 21 after labor negotiations broke down. This has led to increased interest in Micron Technology, which is expected to benefit from the disruption, with retail investors predicting its stock could reach $1,300. Micron's stock has surged 140% recently, driven by its unique position as a US-based supplier of memory chips. Analysts warn that the strike could significantly impact global memory chip production and Samsung's profits, with potential losses reaching $671 million per day.

- The final negotiations between Samsung Electronics and the union failed on May 13, leading to an impending strike involving over 40,000 workers starting May 21.  
- This event has driven interest in Micron Technology, as analysts predict significant gains due to supply constraints, with stock prices soaring approximately 140% over the past month.  
- However, this situation is characterized as a "binary gamble," with potential for sharp price reversals if the strike is settled quickly.

CoinLive

Deutsche Bank AG

Deutsche Bank AG Subscription Rights

Deutsche Postbank AG

Samsung's 40,000-person strike countdown ends in 8 days; retail investors predict Micron will reach $1,300.

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📈 Share your trades, earn SGD $2 per post! How to join: post your P/L + 20-word insight in English Learn, connect, and cash in! 🚀

Trade Showcase

$Roundhill Memory ETF(DRAM.US)DRAM is a cleaner way for me to express my view on memory without buying several individual stocks. My cost is around 46.50, and with the price near 54.19, the gain is still modest.I like the ETF approach because memory stocks can swing with AI demand, data centers, smartphones, PCs, and inventory cycles. I’m watching whether demand and pricing keep improving.The position is still sized carefully in case the cycle turns. It also keeps my semiconductor exposure from leaning too much on a few popular names. DRAM gives me broader exposure to the theme, with patience and position size both important.@Bridge Buzz SG

Week 3 – Gains &amp; Tweaks​Current Holdings​Intel (INTC) is still the standout, sitting at a +170.54% gain. POET Tech has also made a huge recovery, jumping to +83.83%. Micron (MU) is another heavy hitter at +74.79%, while Tesla has finally found its footing and is now up +23.84%. On the downside, Hims &amp; Hers (HIMS) continues to be the main laggard at -23.24%.​Earnings &amp; News Watch​The Foundry Factor: Intel’s lead is largely driven by its 14A process gaining interest from big tech players looking for alternatives to TSMC.​Tesla’s Big Win: The recent $100M deal for their Semi trucks in California has given the stock the momentum it needed to break out of its recent slump.​AI Infrastructure: Companies like Vertiv (+41.86%) and Astera Labs (+27.14%) are still benefiting from the massive spend on data center cooling and connectivity.​Portfolio Reaction​The strategy is working, as the massive gains in chips and AI infrastructure are easily offsetting the dips in smaller positions. I’ve also started leaning more into ETFs like the Roundhill Memory ETF (DRAM) and WisdomTree Quantum Computing (WQTM) to get broader industry exposure without as much single-stock risk.​Next Plan​Taking Profit: It’s getting hard to ignore a 170% gain on Intel. I’m planning to sell a small portion soon just to lock in my initial investment.​The Energy Bet: Even though Constellation Energy (CEG) is slightly red at -4.85%, I'm holding it as a long-term play on the power needs of AI.​HIMS Decision: I'll give Hims another week or two to see if it stabilizes, otherwise, I might cut it to move that capital into a stronger trend.​Risk Check​The biggest risk is definitely &#34;valuation fatigue.&#34; A lot of these gains in the chip sector happened very quickly, and any negative macro news could trigger a sharp pullback. I'm keeping my stop-losses tight, especially on the high-flyers like Intel and POET, to protect the progress made so far.​

Tesla

Vertiv

WisdomTree Quantum Computing Fund

POET Tech

Hims & Hers Health

Taiwan Semiconductor

Astera Labs

Constellation Energy

Wait and not to miss it. Well said.

NewUser_cMDB1M

Ranks in the top 50% of account holders by rate of return
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Rate Of Return

$Roundhill Memory ETF(DRAM.US)Bullish on this, wonder if dip buying

$Roundhill Memory ETF(DRAM.US)'s daily dollar volume has exploded nearly 7x (591%) in May alone. Price is up 35% over the same period.

Fattycat

JD Return Rate

BABA Diamond Holder

[Week 3–My Portfolio Health Check: Adding More Memory Exposure]1. Current Holdings:My portfolio is still mainly concentrated in Comfort Systems USA and Curtiss-Wright, which together make up around 75% of the portfolio.FIX remains the core holding at 55.19%. The company already reported strong Q1 results with revenue up 56% YoY and EPS more than doubling, so I’m still comfortable keeping it as the anchor position.This week, I also added more exposure to the memory side through DRAM, alongside my existing WDC position.2. Market &amp; Earnings Watch:Memory and storage names have continued to stay strong recently as AI infrastructure spending remains elevated. WDC already delivered solid quarterly results with improving margins and strong guidance, which partly supports my decision to increase memory-related exposure.NVIDIA has not reported yet. Earnings are scheduled for 20 May, so I’m mainly watching guidance, margins and hyperscaler spending trends rather than just whether it beats estimates.At current valuations, market reaction probably matters more than the headline numbers themselves.3. Portfolio Reaction:The portfolio is still being carried mainly by FIX, WDC and CIEN. DRAM has also contributed positively after the recent move in memory-related names.On the weaker side, HOOD and UGL remain slightly negative, but their position sizes are relatively small, so they are not affecting the overall portfolio much.4. Positioning:The portfolio is definitely concentrated at this stage, but most of that came from letting stronger positions compound over time instead of constantly rebalancing.For now, I’m still comfortable staying patient as long as the underlying fundamentals remain intact.#My Portfolio Health Check