Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=WhEdFr7bLCr Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Is Micron Ready To EXPLODE? | DRAM Update [7Jwi48rHpak] Health Updated on August 06, 2026 EDT — Published on August 06, 2026 EDT Memory stocks got hit hard yesterday - Micron ($MU) down 5%, SK Hynix ($SKHY) down 9%, SanDisk ($SNDK) down 12% - and every headline screamed "vicious cycle." The headlines were wrong. Not slightly wrong. Completely wrong. Because while everyone was reading the panic, UBS quietly doubled its DRAM price forecast and published the single most bullish supply-demand number in the history of the memory market: a 17-point gap between demand and supply in 2027. The largest ever recorded. In this video I break down what actually caused the sell-off (leveraged ETF blow-ups in South Korea - not fundamentals), why the SK Hynix "earnings downgrade" is the most misunderstood headline of the week, and why Micron is printing the best numbers in its 47-year history while sitting 25% below its highs. Sources pulled: UBS DRAM forecast, Citi research note, Bloomberg CEO interview, Micron investor relations. Process over prediction. ━━━━━━━━━━━━━━━━━━━━━━ 🎯 GET A FREE WEEK INSIDE THE COMMUNITY Live calls, real-time breakdowns, and the full watchlist: ━━━━━━━━━━━━━━━━━━━━━━ WHAT'S COVERED: - Why $MU, $SKHY and $SNDK sold off - the real mechanics - The Korean leveraged ETF blow-up that triggered a circuit breaker - The "downgrade" that's actually bullish (long-term HBM contracts explained) - UBS: DRAM contract prices +32% QoQ in Q3 (up from 17%) - The 17-point demand-supply gap - largest in DRAM history - SK Hynix CEO: shortage could last past 2030 - Citi: 90-day upside catalyst watch, $1,400 price target - Micron Q3: $41.5B revenue, +346% YoY, 84.9% gross margins - Why I'm not touching $SKHY yet - four candles is not a chart ━━━━━━━━━━━━━━━━━━━━━━ CHAPTERS: 00:00 - Memory Got Hit. The Headlines Lied. 00:57 - The Week That Broke Everyone's Brain 02:36 - What Actually Caused The Sell-Off 04:07 - UBS Doubles Its DRAM Forecast: The 17-Point Gap 05:54 - Citi's $1,400 Target & Micron's Real Numbers 06:54 - SK Hynix: Four Candles Is Not Analysis ━━━━━━━━━━━━━━━━━━━━━━ Drop MEMORY in the comments if you want more of these breakdowns. Not financial advice. Educational content only. Always do your own research and manage your risk. MrMTrades out. VTGb4n2VpiS qw9EIY0BvCr U6MVSHiwSKV C2BeYMiUvCm gschPuvQACw 1p06NFQCpSG
Memory stocks got hit hard yesterday - Micron ($MU) down 5%, SK Hynix ($SKHY) down 9%, SanDisk ($SNDK) down 12% - and every headline screamed "vicious cycle." The headlines were wrong. Not slightly wrong. Completely wrong. Because while everyone was reading the panic, UBS quietly doubled its DRAM price forecast and published the single most bullish supply-demand number in the history of the memory market: a 17-point gap between demand and supply in 2027. The largest ever recorded. In this video I break down what actually caused the sell-off (leveraged ETF blow-ups in South Korea - not fundamentals), why the SK Hynix "earnings downgrade" is the most misunderstood headline of the week, and why Micron is printing the best numbers in its 47-year history while sitting 25% below its highs. Sources pulled: UBS DRAM forecast, Citi research note, Bloomberg CEO interview, Micron investor relations. Process over prediction. ━━━━━━━━━━━━━━━━━━━━━━ 🎯 GET A FREE WEEK INSIDE THE COMMUNITY Live calls, real-time breakdowns, and the full watchlist: ━━━━━━━━━━━━━━━━━━━━━━ WHAT'S COVERED: - Why $MU, $SKHY and $SNDK sold off - the real mechanics - The Korean leveraged ETF blow-up that triggered a circuit breaker - The "downgrade" that's actually bullish (long-term HBM contracts explained) - UBS: DRAM contract prices +32% QoQ in Q3 (up from 17%) - The 17-point demand-supply gap - largest in DRAM history - SK Hynix CEO: shortage could last past 2030 - Citi: 90-day upside catalyst watch, $1,400 price target - Micron Q3: $41.5B revenue, +346% YoY, 84.9% gross margins - Why I'm not touching $SKHY yet - four candles is not a chart ━━━━━━━━━━━━━━━━━━━━━━ CHAPTERS: 00:00 - Memory Got Hit. The Headlines Lied. 00:57 - The Week That Broke Everyone's Brain 02:36 - What Actually Caused The Sell-Off 04:07 - UBS Doubles Its DRAM Forecast: The 17-Point Gap 05:54 - Citi's $1,400 Target & Micron's Real Numbers 06:54 - SK Hynix: Four Candles Is Not Analysis ━━━━━━━━━━━━━━━━━━━━━━ Drop MEMORY in the comments if you want more of these breakdowns. Not financial advice. Educational content only. Always do your own research and manage your risk. MrMTrades out. VTGb4n2VpiS qw9EIY0BvCr U6MVSHiwSKV C2BeYMiUvCm gschPuvQACw 1p06NFQCpSG