Bài đăng
Mian Bilal Ali
$SNDK First, it relies on NAND price increases to survive, and the price hikes are due to shortages—shortages will eventually be filled by new production capacity;
Second, its competitors are Micron, Kioxia, and SK Hynix, all capable of expanding production, so the moat is "technology rhythm" not "monopoly";
Third, the 1716 price already factors in the good expectations for 2028.
So buying SanDisk is not buying AI, it's buying "how long supply-demand tightness can last."
#OKXNOW:24x7MarketEra
Miễn trừ trách nhiệm: Nội dung OKX Orbit chỉ để tham khảo. Tìm hiểu thêm
Phản hồi
Chưa có bình luận. Trở thành người phản hồi đầu tiên!
Crypto thịnh hành
BTC/USDTBitcoin
$81.504+0,00%
ETH/USDTEthereum
$2.386,58-0,01%
UNI/USDTUniswap
$7,04-0,01%
Bản tin thị trường hôm nay
1#WillFedPauseInOctober
2#TeslaQ3MarginRecovery
3#MetaQ3RevenueBeat