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Storage
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CX Technology's stock price rose by 12%, reaching a new high, with its market value surpassing 4 trillion yuan to become the "market cap leader" in A-shares.
CXMT closed up 12% today, with its total market capitalization once again exceeding 4 trillion RMB, surpassing Tencent on the Hong Kong stocks to become the "market cap leader" in A-shares. Huacheng S
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Citrini Analyst: Still Bullish on Storage; Negative News Is Drawing More Attention
Svmuu News: Citrini analyst jukan posted on X, noting that bearish views and rumors regarding NAND appear to be circulating recently, particularly from China, along with negative news related to QLC p
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The U.S. memory sector rebounded modestly, with SK Hynix shares rising 4.15%
Svmuu News: According to data from MSX.COM, the U.S. chip and memory sectors saw a moderate rebound, with NVIDIA’s stock price rising 1.5%, TSMC’s stock price rising 1.85%, and Broadcom shares rose 2.
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Serenity: Micron Technology Signs Long-Term Memory Agreement with Qualcomm; AI Storage Stocks’ Decline May Be Largely Due to Deleveraging Pressure
Svmuu News: Serenity, known as the “White-Haired Stock Guru,” posted that Micron ($MU) announced today that it had signed a long-term memory supply agreement with Qualcomm ($QCOM), but the market reac
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Industry Sources: Storage Faces a Structural Shortage That Could Last for Several Years; Large-Scale CPO Deployment Postponed Until the End of 2028
Svmuu News: Dylan Patel, founder of SemiAnalysis—a leading research firm specializing in semiconductors and AI infrastructure—recently gave an exclusive podcast interview in which he systematically ou
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BitMart Launches "AI & Storage Stock Frenzy" Event with a Total Prize Pool of 150,000 USDT
Svmuu News: According to official reports, BitMart has launched the “AI & Storage Stock Carnival” event, The event runs from June 26 to July 11, 2026, with total rewards of 150,000 USDT, covering popu
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In a pre-market sell-off, U.S. storage-related stocks SanDisk and Micron. Technology fell more than 9%
Svmuu News: According to MSX data, storage stocks in the South Korean market plummeted, dragging down U.S. storage stocks, which fell sharply across the board in premarket trading. Among them, SanDisk
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"The New Stock Guru": Missing the AI Supercycle Could Come at a Huge Cost; Photonics, Storage, and Neoclouds Are Worth Watching
Svmuu News: “The New Stock Guru” Serenity posted on X, expressing curiosity about how investors will feel after missing out on the AI supercycle. Serenity believes that photonics, memory, and Neocloud
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“The White-Haired Stock Guru” Serenity: Three months ago, the market was generally bearish on the storage sector; I recommended stepping back from the prevailing narrative and thinking independently.
Svmuu News: “The White-Haired Stock Guru” Serenity posted on X, stating that three months ago, the market was generally bearish on the memory sector, but since then, several memory and related assets
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U.S. semiconductor and memory-related stocks rose across the board, with SanDisk up more than 10%
Svmuu News: According to data from MSX.COM, U.S. storage-related stocks surged across the board, with SanDisk rising more than 10% and Western Digital and Micron. rising more than 7%, driving the over
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"The White-Haired Stock Guru" Serenity: Three Major Tech Themes Gain Momentum; Photonics and Storage May Become the Next Key Focus
Svmuu News: "The White-Haired Stock Guru" Serenity posted on X, stating that the three major investment themes he proposed earlier—Neoclouds, Photonics, and Memory—are gradually materializing in the m
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U.S. storage-related stocks continued to rise, with SanDisk surging more than 4% as its share price approached an all-time high
Svmuu reported that, according to MSX.COM data, US-listed memory and storage concept stocks continued their rally. SanDisk surged over 4%, with its stock price approaching an all-time high; Western Di
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CX Technology's stock price rose by 12%, reaching a new high, with its market value surpassing 4 trillion yuan to become the "market cap leader" in A-shares.
CXMT closed up 12% today, with its total market capitalization once again exceeding 4 trillion RMB, surpassing Tencent on the Hong Kong stocks to become the "market cap leader" in A-shares. Huacheng S
-
Citrini Analyst: Still Bullish on Storage; Negative News Is Drawing More Attention
Svmuu News: Citrini analyst jukan posted on X, noting that bearish views and rumors regarding NAND appear to be circulating recently, particularly from China, along with negative news related to QLC p
-
The U.S. memory sector rebounded modestly, with SK Hynix shares rising 4.15%
Svmuu News: According to data from MSX.COM, the U.S. chip and memory sectors saw a moderate rebound, with NVIDIA’s stock price rising 1.5%, TSMC’s stock price rising 1.85%, and Broadcom shares rose 2.
-
Serenity: Micron Technology Signs Long-Term Memory Agreement with Qualcomm; AI Storage Stocks’ Decline May Be Largely Due to Deleveraging Pressure
Svmuu News: Serenity, known as the “White-Haired Stock Guru,” posted that Micron ($MU) announced today that it had signed a long-term memory supply agreement with Qualcomm ($QCOM), but the market reac
-
Industry Sources: Storage Faces a Structural Shortage That Could Last for Several Years; Large-Scale CPO Deployment Postponed Until the End of 2028
Svmuu News: Dylan Patel, founder of SemiAnalysis—a leading research firm specializing in semiconductors and AI infrastructure—recently gave an exclusive podcast interview in which he systematically ou
-
BitMart Launches "AI & Storage Stock Frenzy" Event with a Total Prize Pool of 150,000 USDT
Svmuu News: According to official reports, BitMart has launched the “AI & Storage Stock Carnival” event, The event runs from June 26 to July 11, 2026, with total rewards of 150,000 USDT, covering popu
-
In a pre-market sell-off, U.S. storage-related stocks SanDisk and Micron. Technology fell more than 9%
Svmuu News: According to MSX data, storage stocks in the South Korean market plummeted, dragging down U.S. storage stocks, which fell sharply across the board in premarket trading. Among them, SanDisk
-
"The New Stock Guru": Missing the AI Supercycle Could Come at a Huge Cost; Photonics, Storage, and Neoclouds Are Worth Watching
Svmuu News: “The New Stock Guru” Serenity posted on X, expressing curiosity about how investors will feel after missing out on the AI supercycle. Serenity believes that photonics, memory, and Neocloud
-
“The White-Haired Stock Guru” Serenity: Three months ago, the market was generally bearish on the storage sector; I recommended stepping back from the prevailing narrative and thinking independently.
Svmuu News: “The White-Haired Stock Guru” Serenity posted on X, stating that three months ago, the market was generally bearish on the memory sector, but since then, several memory and related assets
-
U.S. semiconductor and memory-related stocks rose across the board, with SanDisk up more than 10%
Svmuu News: According to data from MSX.COM, U.S. storage-related stocks surged across the board, with SanDisk rising more than 10% and Western Digital and Micron. rising more than 7%, driving the over
-
"The White-Haired Stock Guru" Serenity: Three Major Tech Themes Gain Momentum; Photonics and Storage May Become the Next Key Focus
Svmuu News: "The White-Haired Stock Guru" Serenity posted on X, stating that the three major investment themes he proposed earlier—Neoclouds, Photonics, and Memory—are gradually materializing in the m
-
U.S. storage-related stocks continued to rise, with SanDisk surging more than 4% as its share price approached an all-time high
Svmuu reported that, according to MSX.COM data, US-listed memory and storage concept stocks continued their rally. SanDisk surged over 4%, with its stock price approaching an all-time high; Western Di
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