$LITE $NVDA
Lumentum, hold this L.
We posted these unusual short dated PUT buyers just yesterday. This morning $LITE proceeded to tank $82.5 dollars. are you not entertained? ๐ฝ
$MU $WDC
Samsung HBM4โ priced at ~$700, 20-30% more than HBM3E according to sources on the 18th ๐
Samsung is recalibrating capacity between commodity DRAM & HBM to chase max profits this year.
An industry source said, "With commodity DRAM profitability now exceeding that of HBM, Samsung no longer has a reason to maximize HBM4 volumes at the expense of its commodity DRAM lines. Having proven its HBM competitiveness recovery through best-in-class performance and industry-first mass production shipments, Samsung is now reportedly adjusting capacity carefully from a profitability standpoint." ๐ฝ