「メモリ価格が1日で50％値上げされた」とPhisonのCEOが発言
https://gigazine.net/news/20260312-nand-prices-jumped-overnight/

まだまだPCやAV製品は高くなりそうね(´・ω・｀)

>>50
IRAN OPPAI MADE AHAAN TO THIS COCKS TERMS FOR ENDING : NEW YOK U OFURO TIMES

Citron is Short $SNDK — They Don't Ring a Bell at the Top
We don't need Anthropic to announce they're making NAND. Samsung is already the 800-pound gorilla, and they've been running this playbook for 30 years.

While TV pundits pound the table herding retail into cattle cars, Western Digital, the long time investor, sold a significant portion of its holdings days ago, 25% lower.

Ask yourself why. Because they know the cycle is approaching a peak, and they're not waiting for the bell.

The market is pricing SanDisk like it's $NVDA. There's one problem: NVIDIA has a moat. SanDisk sells a commodity.
We've seen this movie before 2008, 2012, 2018. It's never different this time. Memory is a cycle, and cycles peak.
Samsung has a 30-year history of choosing market share over margins. They wait for pure-plays like SanDisk to get comfortable at 50% gross margins, then flip the switch. But this time it's worse. Every $SNDK bull should read attached article Samsung just told the world they won't sell anything under 50% margins and they're moving their best chips into the same premium SSD market SanDisk calls home. They're not just the capacity gorilla anymore. They're going after SanDisk's best customers with cheaper, newer technology. And the only thing keeping supply tight right now? Samsung's temporary yield problems in another product line.
That bottleneck has an expiration date.

With double the capacity of the 2018 peak waiting in the wings, this "shortage" is a supply mirage that can vanish in a single earnings call.

Hockey shout-out: Shorting $SNDK is skating to where the puck is going. By the time the cycle normalizes, this stock will already be much lower.

https://x.com/citronresearch/status/2026304998146015681?s=46&t=GrsizR0Y2dZ3Q30UitZoyw

>>27
SK Hynix Goldman Sachs conference call: All customer demands cannot be met, and storage prices continue to rise this year

まだ上がるってゆってる(´・ω・｀)

To all you 何の為に生きている?
人生 全ての 答えは 自分にある

振り返る事はできるけど 踏みとどまる事はできない

誰より高くへ I'm gonna try
かぎりなく限界へ
いつまでもそう思いたい Yeah!

※Live this moment Are you alive?
このしらけた時代(とき)に
孤独 悲しさ 弱さ 全て受け入れろ
どんな花火よりも飛び散ってみせろよ
拳を振り上げ 立ち上がれ※

一度で成功しなくても 気を取り直して
Do it again またやってみろ

この一瞬を生きろ 後悔すんな 時間は過ぎてく つらぬけよ

誰より高くへ I will try
かぎりなく限界へ
今よりもそう思いたい Yeah!

△Fight this moment You feel alive?
裏切り 笑いとばせ We can do it
中指立てて 虹を歩いてやるさ
どんな美しい花より咲き誇ってみせろ
一人一人がヒーローになれ△

人生 全ての 答えは 自分の中に
あるから 輝いてみろ

(※くり返し)
(△くり返し)