Donald Trump has just seized a

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Aqa
01-07 23:59

Donald Trump has just seized a second Russian-flagged oil tanker and the $S&P 500(.SPX)$, $Dow Jones(.DJI)$ and $NASDAQ(.IXIC)$ were all shaken at today’s market opening. The stock rally would lose some steam this week. Since the valuation logic of AI-related stocks has been structurally shifted by Nvidia, and AI memory stocks are rallying upwards, it is too risky to chase memory stocks at their high level. Both $SanDisk Corp.(SNDK)$ and $Micron Technology(MU)$ are on my watchlist for long term investment. With Trump’s Venezuela missives slamming the brakes on stock rally presently, it is worth waiting a bit for the stocks pullback to buy the dips. Thanks @Tiger_comments @TigerStars @Tiger_SG

# After the Storage Rally, A Healthy Reset or a Trend Reversal?

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Micron Technology and Seagate Technology each slid more than 3%. \nBut BofA Securities reiterated a Buy on SanDisk with a $390 target, highlighting the gap between near-term price action and longer-term AI-driven storage demand expectations.\nAfter a sharp run-up, is this storage sell-off just profit-taking or a sentiment shift?\nWith AI memory demand intact, are dips in names like SNDK and MU opportunities?","image":"https://community-static.tradeup.com/news/01fb544710bfb44a79866be5eeb61fbe"}],"images":[{"img":"https://community-static.tradeup.com/news/09176ab842160914d34e3b8954feaa67"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/09176ab842160914d34e3b8954feaa67"}],"html":"<html><head></head><body>Donald Trump has just seized a second Russian-flagged oil tanker and the <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a>, <a href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> and <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> were all shaken at today’s market opening. The stock rally would lose some steam this week. Since the valuation logic of AI-related stocks has been structurally shifted by Nvidia, and AI memory stocks are rallying upwards, it is too risky to chase memory stocks at their high level. Both $SanDisk Corp.(SNDK)$ and $Micron Technology(MU)$ are on my watchlist for long term investment. With Trump’s Venezuela missives slamming the brakes on stock rally presently, it is worth waiting a bit for the stocks pullback to buy the dips. Thanks <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/09176ab842160914d34e3b8954feaa67\"></t-t></body></html>","htmlText":"<html><head></head><body>Donald Trump has just seized a second Russian-flagged oil tanker and the <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a>, <a href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> and <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> were all shaken at today’s market opening. The stock rally would lose some steam this week. Since the valuation logic of AI-related stocks has been structurally shifted by Nvidia, and AI memory stocks are rallying upwards, it is too risky to chase memory stocks at their high level. Both $SanDisk Corp.(SNDK)$ and $Micron Technology(MU)$ are on my watchlist for long term investment. With Trump’s Venezuela missives slamming the brakes on stock rally presently, it is worth waiting a bit for the stocks pullback to buy the dips. Thanks <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/09176ab842160914d34e3b8954feaa67\"></t-t></body></html>","text":"Donald Trump has just seized a second Russian-flagged oil tanker and the $S&P 500(.SPX)$, $Dow Jones(.DJI)$ and $NASDAQ(.IXIC)$ were all shaken at today’s market opening. The stock rally would lose some steam this week. Since the valuation logic of AI-related stocks has been structurally shifted by Nvidia, and AI memory stocks are rallying upwards, it is too risky to chase memory stocks at their high level. Both $SanDisk Corp.(SNDK)$ and $Micron Technology(MU)$ are on my watchlist for long term investment. With Trump’s Venezuela missives slamming the brakes on stock rally presently, it is worth waiting a bit for the stocks pullback to buy the dips. Thanks @Tiger_comments @TigerStars @Tiger_SG","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/519285107884328","repostId":0,"isVote":1,"tweetType":1,"viewCount":255,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[".IXIC",".DJI",".SPX"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":593,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}