https://www.bullsignal.net/en/tags/dram/ Recent content in DRAM on BullSignal | Global Market Intelligence Hugo -- 0.154.5 en Thu, 23 Jul 2026 23:17:09 +0800 https://www.bullsignal.net/en/posts/20260723_231709/ Thu, 23 Jul 2026 23:17:09 +0800 https://www.bullsignal.net/en/posts/20260723_231709/ GOOGL selloff looks overdone if the focus is only on temporary negative free cash flow. The key bull case: Google’s cash-printing engine can absorb the hit, and AI capex is alread… https://www.bullsignal.net/en/posts/20260722_142312/ Wed, 22 Jul 2026 14:23:12 +0800 https://www.bullsignal.net/en/posts/20260722_142312/ $COIN vs $HOOD : $HOOD has already delivered the stronger re-rating since early April. The edge came from three catalysts: Trump account , World Cup prediction-market business mov… https://www.bullsignal.net/en/posts/20260722_022311/ Wed, 22 Jul 2026 02:23:11 +0800 https://www.bullsignal.net/en/posts/20260722_022311/ $MRVL is in play after a gap higher. The key trigger is a clean move over 214 ; that level becomes the breakout line to watch. 1 $COIN has finally broken out of a choppy base. https://www.bullsignal.net/en/posts/20260720_202243/ Mon, 20 Jul 2026 20:22:43 +0800 https://www.bullsignal.net/en/posts/20260720_202243/ $DRAM is at a technically important spot. Heavy volume here looks like a clean buy setup. If buyers were willing to chase above 50 , 70 , and 80 and got trapped, there is no clean… https://www.bullsignal.net/en/posts/20260718_142259/ Sat, 18 Jul 2026 14:22:59 +0800 https://www.bullsignal.net/en/posts/20260718_142259/ AI moat trade is wobbling. The tape is digesting two shocks at once: possible erosion in AI moats and renewed inflation risk from rising oil. https://www.bullsignal.net/en/posts/20260718_002724/ Sat, 18 Jul 2026 00:27:24 +0800 https://www.bullsignal.net/en/posts/20260718_002724/ AI complex is catching flow while mega-cap software/consumer tech is weak. $AAPL $MSFT $META are down, while $MU $NVDA $GLW are immediately up. https://www.bullsignal.net/en/posts/20260717_222728/ Fri, 17 Jul 2026 22:27:28 +0800 https://www.bullsignal.net/en/posts/20260717_222728/ Capitulation is not a single candle. The cleaner setup is a multi-session bleed, rising sell pressure, then larger downside breaks. https://www.bullsignal.net/en/posts/20260717_202236/ Fri, 17 Jul 2026 20:22:36 +0800 https://www.bullsignal.net/en/posts/20260717_202236/ The current U.S. equity deleveraging likely started with the July 1 report that Meta was selling compute capacity. The market read it as a potential “compute oversupply” signal. https://www.bullsignal.net/en/posts/20260709_014235/ Thu, 09 Jul 2026 01:42:35 +0800 https://www.bullsignal.net/en/posts/20260709_014235/ Market breadth looks ugly. The tape is not confirming broad risk-on participation, so index strength needs skepticism until breadth repairs. https://www.bullsignal.net/en/posts/20260707_194235/ Tue, 07 Jul 2026 19:42:35 +0800 https://www.bullsignal.net/en/posts/20260707_194235/ Memory may be a great long-term setup, but the key overhang is not economics. It is politics. https://www.bullsignal.net/en/posts/20260707_094155/ Tue, 07 Jul 2026 09:41:55 +0800 https://www.bullsignal.net/en/posts/20260707_094155/ $HIMS momentum still has room, but $41 is the key checkpoint. The stock posted its highest close since Dec 9th 2025 and is close to the second price target. https://www.bullsignal.net/en/posts/20260706_180135/ Mon, 06 Jul 2026 18:01:35 +0800 https://www.bullsignal.net/en/posts/20260706_180135/ July setup looks like high-level chop for the S&P 500 , with much sharper volatility in the Nasdaq and semiconductors . https://www.bullsignal.net/en/posts/20260701_000110/ Wed, 01 Jul 2026 00:01:10 +0800 https://www.bullsignal.net/en/posts/20260701_000110/ A potential Trump administration ban on foreign energy inverter imports is not just a solar headline. https://www.bullsignal.net/en/posts/20260630_020119/ Tue, 30 Jun 2026 02:01:19 +0800 https://www.bullsignal.net/en/posts/20260630_020119/ Expansion-equipment vendors look like the higher-beta AI capex play. GPU , photonics, storage, and CPU vendors eat hyperscaler capex; expansion-equipment suppliers then eat the ca… https://www.bullsignal.net/en/posts/20260630_000758/ Tue, 30 Jun 2026 00:07:58 +0800 https://www.bullsignal.net/en/posts/20260630_000758/ $AMDL trade got stopped out fully, but the setup still paid: common shares booked a little over 10% . Clean exit, no bag-holding. https://www.bullsignal.net/en/posts/20260629_200145/ Mon, 29 Jun 2026 20:01:45 +0800 https://www.bullsignal.net/en/posts/20260629_200145/ $MRVL is leaning into the next bottleneck: pooled memory, not just pooled compute. The Structera CXL line — Structera X memory-expansion controller and Structera A near-memory acc… https://www.bullsignal.net/en/posts/20260629_060122/ Mon, 29 Jun 2026 06:01:22 +0800 https://www.bullsignal.net/en/posts/20260629_060122/ $CIFR held a key level last week. The trade now needs follow-through and a clear directional break this week. 1 $IREN completed a breakout and backtest. https://www.bullsignal.net/en/posts/20260627_160049/ Sat, 27 Jun 2026 16:00:49 +0800 https://www.bullsignal.net/en/posts/20260627_160049/ Inflation print is not the real bear case. The data still reflects May, when oil was above 100 ; with oil now just above 70 , inflation pressure should cool next. https://www.bullsignal.net/en/posts/20260627_034911/ Sat, 27 Jun 2026 03:49:11 +0800 https://www.bullsignal.net/en/posts/20260627_034911/ Price action drives the story, not the other way around. When $DRAM dumps 8% , the “storage inflation” narrative suddenly feels convincing; when it is only down 3% , conviction fa… https://www.bullsignal.net/en/posts/20260625_120112/ Thu, 25 Jun 2026 12:01:12 +0800 https://www.bullsignal.net/en/posts/20260625_120112/ Memory is still the cheapest AI bottleneck trade. The rerating looks early-stage, while TSMC gets a premium multiple because it acts like a platform-style manufacturer enabling cu… https://www.bullsignal.net/en/posts/20260625_040206/ Thu, 25 Jun 2026 04:02:06 +0800 https://www.bullsignal.net/en/posts/20260625_040206/ Crypto weakness is spilling into equities, with $SPX turning red. This tape looks like cross-asset risk-off, not isolated crypto selling. 1 $DRAM longs were mostly cleared. https://www.bullsignal.net/en/posts/20260623_110456/ Tue, 23 Jun 2026 11:04:56 +0800 https://www.bullsignal.net/en/posts/20260623_110456/ “Stock picker’s market” means dispersion is doing the heavy lifting. Broad index beta is less useful; the edge shifts to finding individual names with clean setups and relative st… https://www.bullsignal.net/en/posts/20260622_225833/ Mon, 22 Jun 2026 22:58:33 +0800 https://www.bullsignal.net/en/posts/20260622_225833/ $RDDT looks under-discussed relative to the new product commentary. The key read-through: Reddit is becoming a verification layer for AI commerce. https://www.bullsignal.net/en/posts/20260617_065333/ Wed, 17 Jun 2026 06:53:33 +0800 https://www.bullsignal.net/en/posts/20260617_065333/ CLARITY Act is not a magic pump button. The real bull case is cleaner institutional on-ramp. The biggest blocker is the excuse: “We don’t know what the rules are. https://www.bullsignal.net/en/posts/20260610_011007/ Wed, 10 Jun 2026 01:10:07 +0800 https://www.bullsignal.net/en/posts/20260610_011007/ Bull-market bias stays intact until the tape actually breaks. The key tells are major moving-average violations and leaders rolling over . https://www.bullsignal.net/en/posts/20260610_010436/ Wed, 10 Jun 2026 01:04:36 +0800 https://www.bullsignal.net/en/posts/20260610_010436/ Bull trend stays intact until proven otherwise. No need to fight the tape while the market keeps grinding higher. https://www.bullsignal.net/en/posts/20260610_003010/ Wed, 10 Jun 2026 00:30:10 +0800 https://www.bullsignal.net/en/posts/20260610_003010/ Bull-market playbook stays intact until the tape says otherwise. No need to front-run a top. The real red flags are key moving-average breaks and market leaders breaking down . https://www.bullsignal.net/en/posts/20260606_024409/ Sat, 06 Jun 2026 02:44:09 +0800 https://www.bullsignal.net/en/posts/20260606_024409/ Weekly charts still matter more than intraday panic. Plenty of ugly pullbacks are showing up, but most weekly structures remain intact.