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My very simple semi/memory/storage stocks DD
Investor summaryBullish
Anecdotal evidence of rising memory/storage prices and supply constraints leads to a strong buy recommendation for MU and SNDK.
Bull points
- Memory and storage hardware prices are increasing, as evidenced by extra charges from suppliers like Ubiquiti.
- Supply is constrained, with bulk purchases being restricted to ridiculously low amounts per seller.
- The upward price trend and momentum are expected to continue despite recent stock gains.
Post body
So here is goes its going to be a TLDR only:
Here is the mail our rep just sent me.
Last week when buying from ubiquiti they added an extra charge for memory and storage price increase.
When tried to buy memory in bulk last week I had to go through multiple seller because they limit the buys to ridiculously low amounts.
Yes, the stocks been going up crazy already, but its not slowing anytime soon unless the bubble pops, in which case we will have bigger problems anyway.
So buy more semis, more mu more sndk.
Thats it. Thats the DD.
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