Innlegg
_ibrahimm
I’m still buying into this SanDisk pullback.
1419.1 Long $SNDK
Since the Changxin news broke, the market has spent the past two days pricing in the idea that rising domestic memory production will destroy SanDisk’s competitive advantage. I think this reaction is excessive.
Changxin’s main focus is DRAM, while SanDisk’s core business revolves around NAND and SSDs.
#DailyOrbit
Ansvarsfraskrivelse: OKX Orbit-innholdet er kun gitt for informasjonsformål. Finn ut mer
Svar
Ingen kommentarer ennå. Vær den første til å svare!
