المنشور

$SKHYNIX 1300, still undervalued. $SNDK : 1700, target 2400. Micron: 1082, forward PE 6.9x. Memory: still rising. US Treasury yield: 5.2%. Oil price: above 100. A sector that profits from price increases, continuing to raise prices in a country where interest rates are getting more expensive. The romance of cyclical stocks lies here—they don't care about the president's mood, only whether you have inventory. #PCEAndPayrollsWeek #MicronEarningsAhead #HormuzTermsInFocus