WHY AI STOCKS ARE GOING DOWN AFTER HUGE NVIDIA EARNINGS BEAT! #stocks #stockmarket #micron #sandis
1 extracted signal · 1 resolved · 0 still active
Mr M TradesIndependent analyst profile- Source published
- 28 Aug 2026, 11:46 UTC
- Recorded by Tahlil Plus
- 28 Aug 2026, 14:30 UTC
AI-generated source summary
Nvidia's significant increase in future supply commitments, tripling in one quarter to $279 billion, has not translated into immediate gains for memory stocks like Micron, SanDisk, and SK Hynix. While Nvidia itself saw an 8% surge, the SOXX semiconductor index only rose 2.3%, with memory stocks remaining flat or declining. This divergence suggests a market disconnect. For Micron (MU), a key support level at $900 needs to hold for a potential retest of $1040, then $1060. The failure bound is set below $900. For SanDisk (SNDK), the analysis indicates a need to break and hold above $1500 to target $1550 and subsequently $1565, with a failure bound below $1400. SK Hynix (SKHYNIX) also presents a bullish outlook, requiring a hold above $115 to target $130, with a failure bound below $105. The long-term outlook for supply shortages extends to 2030, with new HBM4E facilities expected to ramp up production by Q3 2029, and Kioxia/SanDisk planning significant investments through 2032. This suggests that current profits may be financing future capacity, rather than reflecting immediate demand strength for memory stocks.
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Mr M Trades
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