Samsung's earnings outlook flagged unmet memory demand carrying into next year, calling the 2027 shortage 'even more severe' with tight supply likely lasting well beyond that. That's another data point stacking on top of this week's STX and SK Hynix beats, the memory bull case keeps getting fresh confirmation even while the stocks chop around. Watching $MU, $STX and $SNDK for whether price ever catches up to the fundamentals.
Aggregated and distilled by Two Sentence Traders. Not financial advice.