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← @eldaminato

$MU

BEARISH2026-07-10
Price around the call
↓ 2026-07-10
By horizonMaturing · ~10 trading days to go
1d
✗ +4.6%
5d
✓ -6.7%
21d
…
Original post
Damian Brik · 2026-07-10

Hoy debutó el ADR de solana:SKHYhSjuRWHgikq8eRKbtBbpABgJSkd7ytQV14i9EQ3 con un salto del 15% en su cotización. Su CEO dijo que estima que el faltante de memorias en el mercado global durará por lo menos hasta el 2030. Unos días atrás el CEO de $MU indicó:“Actualmente no tenemos una idea clara de cuándo la oferta de memorias podrá satisfacer la creciente demanda”. Mientras tanto, las 3 compañías que controlan mas del 90% del mercado de memorias están aumentando sus inversiones para ampliar la capacidad de producción en los próximos años. Los que consideran que ya estamos ante el final del ciclo de memorias y chips se pueden llevar una sorpresa.

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