Every stock in the Philadelphia chip index rose as Anthropic filed for its IPO, and Tesla jumped on a SpaceX merger bet. At home, the banks slipped. Let's dig in 👇💬 Anthropic's filing lifted every chi...
Three memory names report inside three days — Seagate Tuesday, SK Hynix Wednesday, SanDisk Thursday — and they sit on three completely different layers of the storage stack. Pick the one with the highest net gain this week, back it up, and the 3 best takes win 2 SGD each.
My pick is SK Hynix.
With AI spending still going strong, I think HBM is the safest bet among the three. Seagate and SanDisk could also surprise, but I’d rather bet on the memory Nvidia needs than on a broader storage recovery.
Last week’s selloff looks a bit overdone if Jensen is right about the memory glut being years away. The real question is whether SK Hynix can deliver enough good news to turn that optimism into another rally.
Let’s see who comes out on top this week. 💾
Three memory names report inside three days — Seagate Tuesday, SK Hynix Wednesday, SanDisk Thursday — and they sit on three completely different layers of the storage stack. Pick the one with the highest net gain this week, back it up, and the 3 best takes win 2 SGD each.
