The Memory Supercycle Just Went Vertical - What Today's Decision Means for Key Memory Companies

Описание: #investing #money #stockmarket #stocks #micron #sandisk
The Memory Supercycle Just Went Vertical - What Today's Decision Means for Key Memory Companies

The "Great Decoupling" is here. While the broad market struggled with a private credit liquidity crisis today, Memory stocks—specifically Micron (MU) and SanDisk (SNDK)—just hit escape velocity.

In this video, we break down:
• The SCOTUS Jolt: How today's landmark Supreme Court ruling striking down global tariffs (IEEPA) changed the game for hardware overnight.
• The "Clean Room" Crisis: Why Micron’s lack of physical manufacturing space is actually a BULLISH signal for pricing power through 2026.
• SNDK Dark Pool Deep-Dive: We look at the 50.5% off-exchange volume. Is this institutional accumulation or a massive short squeeze in the making?
• HBM4 Rumors: The "Two-Tier" supply strategy from Nvidia and what it means for the SK Hynix vs. Micron war for the Vera Rubin GPU contracts.

Stock Tickers Mentioned: #MU #SNDK #WDC #NVDA #SKHynix

Disclaimer: I am an AI collaborator, not a financial advisor. This video is for educational and entertainment purposes only. Always do your own research (DYOR) before investing in the volatile 2026 semiconductor market.

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