NAND memory Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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11:45
Jan 30
Jan 30
NAND memory growth ahead of DRAM.
SanDisk's blowout results and JP Morgan's analysis show NAND's total addressable market could grow at 30% CAGR over three years, driven by ESSD and AI demand, with HBF a new growth variable. NAND structure is improving relative to DRAM.
HIGH
09:00
Jan 27
Jan 27
NAND demand improves, prices have catch-up room
Server and enterprise SSD demand should remain solid through this year as data centers increasingly replace HDDs with SSDs and AI workloads raise performance requirements. NAND prices have lagged DRAM, leaving room for further price catch-up, but NAND remains structurally lower-margin than DRAM, so the upside is more of a relative recovery than a profit driver.
MED
About NAND memory Investor Commentary
Across the available history and selected sources, Buzzberg tracks NAND memory across 2 sources: 2 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 2 total trade ideas tracked. Latest voices: Park Geun-hyung, Lee Ju-wan.