Cruise橘子哥.🍊🦧
Cruise橘子哥.🍊🦧
大A难民转战美股东山再起、 超级热爱体验好的产品、一个有温度的菜橘！
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The era of AI is booming, and recently the US stock market's storage sector has been talked about every day, with NAND, DRAM, and HBM flying everywhere. Do you all know what they are? 😂 Here's a popular science post to boost your knowledge
1. NAND
Pronounced /nænd/, roughly like "Nan-de" in Chinese.
Full name NAND Flash, which is flash memory.
Its main feature is that data is not lost when power is off, providing persistent storage.
It's everywhere around us: SSD solid-state drives, USB drives, memory cards, the 256G or 1TB internal storage in phones—all of these use it. Large SSDs in enterprise servers also use NAND.
SanDisk's core asset is NAND; AI datasets and vector databases ultimately rely on it.
In short, it's used for storing data.
2. DRAM
Pronounced /ˈdræm/, roughly like "Dram."
Full name Dynamic Random Access Memory, which is the running memory.
All data is cleared when power is off, but it's much faster than NAND.
Corresponding products include computer RAM sticks, 12G/16G phone RAM, and server memory.
Temporary data during GPU computations is stored in DRAM.
In short, it's used for running processes; it doesn't store data long but runs fast.
3. HBM
No need to memorize the pronunciation; just say the letters one by one.
Full name High Bandwidth Memory, a high-end upgrade of DRAM.
While regular DRAM chips are laid flat on the motherboard, HBM stacks multiple layers of chips vertically, maximizing bandwidth.
High-end AI GPUs like Nvidia H100/H200 and AMD MI series come standard with HBM.
Note that HBM is not a separate category; it is still part of the DRAM family, just a high-end form.
Production mainly relies on three companies: Micron MU, Samsung, and SK Hynix.
Finally, just remember roughly: NAND is for storage, DRAM is for running processes, and HBM is a special fast-running memory for AI.
Is everything clear now? #AI 🦧 #USStockMarketKnowledge
What does $UNITREE mean, why can't I short it at market price? Is this a bug?
$UNITREE Yushù is about to pump the shorts hard, does anyone still believe in big A? A toy seller selling robots, with such a high market cap, and a huge unlock next year? Even Wang Xingxing can't believe it, nor dare to laugh. Who exactly is pumping the market? Feeling very uneasy
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#Cerebras晶圓級AI晶片商業化步伐受關注
The stock price rose more than 7 points. Do you think it's because the upcoming earnings report will exceed expectations? Haha, actually it's just a recent oversold rebound.
CBRS's Q3 report is expected to be released after the market closes on November 12 Eastern Time. Orange Brother predicts it will not exceed expectations this time, for the following reasons:
The company's core revenue guidance is about $214 million to $216 million, with Wall Street consensus roughly around $215 million, almost exactly at the midpoint. Only if it runs above the upper bound will there be a surprise; falling below $214 million would be below expectations.
EPS consensus is about a loss of $0.13 to $0.15, still a loss but a smaller one; the company is still losing money this quarter, so how could it exceed expectations? At best, it will be a slightly smaller loss, considered meeting the line.
The company did not provide EPS guidance, but gross margin has already been stated to be at the bottom this quarter, with core gross margin about 38% to 40%, operating margin about -25% to -23%, weaker than Q2's 40.6% and -16%. The soft profit statement was a pre-warning; falling within the range is not unexpected, only breaking below the lower bound would be a narrative miss.
Last quarter also saw core revenue and EPS losses shrink, with full-year guidance revised upward, yet the stock still fell after hours:
The market dislikes that Q3 is almost flat quarter-over-quarter, gross margin is declining, plus GAAP and core metrics are inconsistent. Also, the main lock-up period just ended, and the stock price has already significantly retreated from the Q2 high, so sentiment is fragile.
The above is a personal opinion, not investment advice.
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+0.28%Snapshot at Nov 10, 2026, 08:57
Is there any negative news about $OKB OKB? While most coins are starting to rebound, it alone is dropping 😅
But no worries, the confidence in OKB doesn't come from short-term price fluctuations. Its scarcity and on-chain utility will become increasingly valuable over time.
After a one-time burn of historical buybacks and inventory last August, the total supply has been fixed at about 21 million. The contract excludes issuance and burns, so the supply side will no longer be diluted.
Moreover, it is now the only Gas and native asset on X Layer, and also the access token required to stake for deploying trading markets in Exchange OS: anyone wanting to open spot, futures, or prediction markets must lock OKB, and violations can be penalized with confiscation.
The value anchor has gradually shifted from whether the platform is willing to buy back to whether the on-chain trading infrastructure is expanding. Just look at the recent series of activities on X Layer to see this~
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Not bad, not bad, it's kind of a rebound after an oversell.
Right now, the US stock market is surging, AI infrastructure and storage stocks are both rising. The whole day has basically digested Huang's morning cheating news. See, it was all smoke and mirrors, just trying to trick us retail investors out of a little of our chips～😭
But on the other hand, the recent drop has been quite significant. Whether the Democratic Party reevaluates AI or not, it won't change the big trend. The big trend is that the AI era is inevitable. If you don't develop it, you'll only be surpassed by other countries.
So once you understand this principle, there's no need to worry.
AI infrastructure like Nvidia, storage like SanDisk, and related US stocks won't keep falling all the way down. Moreover, over the long term, the US stock market is on a steady rise.
Cruise橘子哥.🍊🦧
Just like today's situation, around 5 a.m. when the news came out, the US stock market crashed accordingly. In the morning, Asians woke up and first grabbed some popcorn, then thought since it has dropped so much, it probably won't fall much more, so they tried to catch the bottom a bit.
But now, before the US market opens, storage stocks have dropped a few more points~ Hynix down another 4 points, SanDisk and Micron not spared either. Orange bro, I have them all, I'm doomed!
In a downtrend, we're all just cannon fodder. Trying to catch the bottom means there's an endless bottom to catch 😭
It’s rising, it’s rising, not easy at all. The US stock market has started to rise; after such a big drop, it’s finally paused. Storage stocks are also rising. You just have to know not to be influenced by emotions.
There’s no good stock that falls every day; it’s all capital playing with retail investors. You have to believe AI is the future, so AI infrastructure like Nvidia, storage like Hynix and SanDisk won’t fail. You have to believe in what you believe.
Of course, in the future, be careful to take profits when you can; holding on to positions is really tough~
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Just like today's situation, around 5 a.m. when the news came out, the US stock market crashed accordingly. In the morning, Asians woke up and first grabbed some popcorn, then thought since it has dropped so much, it probably won't fall much more, so they tried to catch the bottom a bit.
But now, before the US market opens, storage stocks have dropped a few more points~ Hynix down another 4 points, SanDisk and Micron not spared either. Orange bro, I have them all, I'm doomed!
In a downtrend, we're all just cannon fodder. Trying to catch the bottom means there's an endless bottom to catch 😭
Damn, the account lost a few hundred again
Storage stocks collectively fell before the market opened, SK Hynix dropped over 4%, SanDisk, Micron, Western Digital, and Seagate all followed suit.
The news came from Nikkei: Elon Musk's Terafab, run by Tesla and SpaceX, aims to reach a monthly wafer production of 1 million by 2032, with 70% dedicated to storage, a scale comparable to Samsung's current DRAM capacity.
The procurement team flew to Japan in early November to negotiate equipment, and some suppliers were asked to deliver within a few months. This doesn't look like just talk.
Micron was up 5% just last Friday, but its face changed in a day.
Storage has surged fiercely this round, everyone is envious, but whether the supply materializes six years from now and prices hold up, who can say for sure.
Sigh sigh sigh sigh sigh sigh!
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