Melvin
@MelvinInvests · 12 окт. 2026 г.
This selloff in memory stocks makes absolutely NO sense to me.
$MU, $SNDK, Samsung and SK Hynix are getting hit after China's CXMT announced progress on its new 4F² DRAM architecture, with plans to introduce DDR5 server memory using the technology by the end of 2026. For those
Liquid@liquidtrading· 12 окт. 2026 г.JUST IN: $MU and $SNDK shares slide at the open as China's $CXMT announced progress on a new 4F DRAM memory-cell architecture designed to increase chip density and efficiency, and announced plans to introduce DDR5 server memory using the technology by the end of 2026
Elon Musk
@elonmusk
When China figures out how to manufacture a product, their ability to scale is often greater than the rest of the world combined. We saw this with lithium batteries and solar, for example.
SpaceX is a rare counter-example, where its mass to orbit is roughly an order of
17:01 · 12 октября 2026 г. · 570,2 тыс. просмотров
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