The memory chip sector continues to be under review (e.g., MU, SNDK, WDC, SKHYY) / SpaceX lock-up shares expiration

【Live Stream Preview】U.S. markets brace for tonight’s critical non-farm payroll data, with investors on edge. Overnight, the memory chip sector saw a significant pullback—Western Digital (WDC) plummeted over 13%, and SanDisk (SNDK) also tumbled more than 6%, prompting investors to reassess the outlook for the semiconductor cycle. Meanwhile, SpaceX saw its first post-IPO share lock-up expiration, driving its stock up over 6% overnight. We’ll spend 30 minutes today discussing the price action of these related stocks.

$CoreWeave (CRWV.US)$$NVIDIA (NVDA.US)$$ASML Holding (ASML.US)$$Circle (CRCL.US)$$Futu Holdings Ltd (FUTU.US)$$Coinbase (COIN.US)$$Tesla (TSLA.US)$$Palantir (PLTR.US)$$Advanced Micro Devices (AMD.US)$$Arm Holdings (ARM.US)$$Robinhood (HOOD.US)$$Palantir (PLTR.US)$$Futu Holdings Ltd (FUTU.US)$$NEBIUS (NBIS.US)$$Bitmine Immersion Technologies (BMNR.US)$$Baidu (BIDU.US)$$NIO Inc (NIO.US)$$Meta Platforms (META.US)$$Apple (AAPL.US)$$Microsoft (MSFT.US)$$SanDisk (SNDK.US)$$Corning (GLW.US)$$Roundhill Memory ETF (DRAM.US)$$Amazon (AMZN.US)$$Cerebras Systems (CBRS.US)$$Broadcom (AVGO.US)$$AST SpaceMobile (ASTS.US)$$Bloom Energy (BE.US)$$Lumentum (LITE.US)$$SanDisk (SNDK.US)$$Micron Technology (MU.US)$$Coherent (COHR.US)$$Taiwan Semiconductor (TSM.US)$$Microsoft (MSFT.US)$$Seagate Technology (STX.US)$$SpaceX (SPCX.US)$

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