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
Falling all day long, totally ruthless~
My mood is completely crushed 🙃
Nothing feels right,
Can Bitcoin just drop all at once? This daily slow boil is like cooking frogs in warm water. @bot Please wake the market up with some harsh words!
Cruise橘子哥.🍊🦧
In the big trend, once all the good news is out, it's a short without exception; this is the case with domestic copycat coins~
So try to buy quality US stocks, avoid high-leverage contracts. Don't be influenced by emotions, have your own judgment, always maintain respect for the market, and understand your own risk tolerance.
Be a clear-headed trader 🌻
TSMC's board approved a $41 billion capital budget in one go, and Bank of America then raised the 2027 spending forecast to $90 billion. Advanced process nodes take up 56% of that, hitting a multi-year high, with 3nm and 2nm both being urgently expanded.
Despite such aggressive spending, the pre-market stock price actually fell by less than 2%. The computing power chain is being hit hard today, and no one dares to guarantee next year's demand. But foundry prices are set to rise next year, and capacity is still tightly controlled by themselves, so the outlook doesn't look too bad.
$NVDA Damn, NVIDIA has already dropped below 160. When I was on OKX, the price was even higher than this. The current price has fallen back to the levels of August and September last year. Compared to storage, its cost performance is still higher. The big drop in NVIDIA right now is largely influenced by Huang's factors. But putting that aside, the fundamentals haven't changed at all, so this is basically a panic sell-off, afraid of getting hammered
-148.49
-59.54%Snapshot at Nov 12, 2026, 08:19
In the big trend, once all the good news is out, it's a short without exception; this is the case with domestic copycat coins~
So try to buy quality US stocks, avoid high-leverage contracts. Don't be influenced by emotions, have your own judgment, always maintain respect for the market, and understand your own risk tolerance.
Be a clear-headed trader 🌻
Cruise橘子哥.🍊🦧
Maybe it dropped early; this Double Eleven didn't have big discounts, luckily.
Bitcoin is also starting to show upward signs following the US stock market. Looking at the chart, it hasn't broken down yet; the early bull trend is still there～
Hope it stays stable when I wake up tomorrow morning.😂
bitcoin:native
Maybe it dropped early; this Double Eleven didn't have big discounts, luckily.
Bitcoin is also starting to show upward signs following the US stock market. Looking at the chart, it hasn't broken down yet; the early bull trend is still there～
Hope it stays stable when I wake up tomorrow morning.😂
bitcoin:native
$ZEC is way off the charts. It couldn't break below 1000 for a while, then these past two days it surged to around 1400, only to drop for 5 consecutive days and today it plunged directly to over 980. Is there some market maker playing guerrilla tactics? Didn't Grayscale say they were going to launch Zcash Invest? Has that been interpreted as bad news???
Orange Bro is kinda thinking about getting in~
Well done, where are the gamblers losing every day🤣
I continue to firmly favor the US stock market, especially AI infrastructure-related sectors.
Storage stocks collectively jumped in pre-market trading, SK Hynix rose 8%, Seagate, Micron, and Western Digital all increased by more than 5%. These companies were still in the red at yesterday's close, but reversed overnight~
The confidence comes from price increases; server DRAM contract prices and enterprise SSDs have risen the most fiercely this round. Apple has locked in DRAM prices for 2027 in advance. Institutions estimate a server DRAM shortfall of over 10% next year, and HBM could reach 20-30%.
Also, Bank of America recently removed Micron from its preferred list, but it still rose in pre-market. In a trend like this, the market doesn't care about your list changes. Micron is a major HBM manufacturer, haha.
Cruise橘子哥.🍊🦧
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.
