Saldivva (on Substack)
Region: US
Sunday 12 July 2026 13:00:00 GMT
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1k followers with no videos :
Memory price has topped, the shortage has been priced in
2026-07-12 15:58:31
1
Allez :
How Will asml and tsmc earnings do memory this week?
2026-07-12 17:43:10
2
zenith panghulan :
Thoughts on the SK Hynix adr for US that happened on Friday. It is up 15% but DRAM stock which contain the SK Hynix barely moved. Is it cuz the Korean market closed on Friday and opening today?
2026-07-12 20:13:14
3
Luuk :
You still stay with this opinion?
2026-07-19 10:16:37
0
demo :
SKHY
2026-07-18 23:08:11
0
Dinero :
this gonna blow up like SanDisk or higher
2026-07-14 03:55:51
1
andrew :
no memory = no AI
2026-07-12 15:56:33
2
jamz :
WE LOVE YOUUU🖤🔥🔥💯
2026-07-12 13:05:02
1
xavier_eats :
ye
2026-07-13 12:56:36
1
andrew :
10x memory needed for physical AI
2026-07-12 15:56:17
2
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