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！
169Following
199followers
Feed
Livestream
Feed
Pinned
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
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~
-81.5
-38.14%Snapshot at Nov 09, 2026, 23:33
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!
-166.15
-71.36%Snapshot at Nov 09, 2026, 18:44
I still hold a bunch of Nvidia shares, what's Old Huang up to?😦
$NVDA
What a workday,
Another early morning waking up in tears~
Continuing to fall.
Around 5 AM, the crash started. Bitcoin dropped from around 75,900 to about 73,500 within ten minutes, hitting the lowest point since August. Ethereum was even worse, dropping seven to eight percent at one point to around 2,000, almost breaking 2,000. In that hour, the whole network liquidated over 700 million, 90% of which were long positions. The market is desperately hoping it won't fall any further.
$BTC $ETH
#NebiusAI cloud business rapid growth faces financial report test
Nebius Group (NBIS) is expected to release its Q3 2026 financial report before the market opens on November 12, 2026, Eastern Time, with a conference call at 8 AM that day.
My judgment this time is: most likely in line with expectations to slightly exceeding expectations~
Let's see if Orange Brother's analysis makes sense:
The company did not provide separate Q3 guidance; the market is focused on Wall Street consensus: revenue about $906 million, EPS roughly a loss of $0.65.
Last quarter revenue was $582.3 million, a significant year-over-year increase, and the performance beat consensus, indicating deliverability, but it also raised expectations for this quarter.
The full-year company guidance is revenue of $3.0–3.4 billion, Wall Street's full-year estimate is about $3.35 billion, already close to the upper range; the first half was about $981 million, if Q3 is about $900 million, Q4 still needs a push to reach the full-year midpoint. Management also mentioned many large orders are more weighted toward the end of the year and 2027, so Q3 looks more like a transitional quarter where capacity starts to be realized.
If revenue significantly exceeds about $906 million and the full year is revised upward or 2027 is strongly emphasized, that would count as a substantial beat; if revenue is significantly below consensus or profit margins are far below the full-year target of about 40%, that would be below expectations.
So in the end, it's not bearish, but expectations are already not low, the upside for beating expectations is compressed, and sentiment focuses more on ARR, grid connection, and financing.
The above is my personal opinion, not investment advice.
