Capital has not exited the market! A review of key price levels for core stocks in memory chips, optical modules, electric power, and data centers.

Market Watch

Market sentiment has clearly warmed up, with US Treasury yields declining for the second consecutive day, easing valuation pressure on tech stocks. Some strong-performing tech stocks saw buying support after intraday sell-offs. Capital has not withdrawn entirely but is instead reallocating and re-evaluating directions. The current focus should not be on chasing rallies, but on identifying core holdings that can maintain key support levels after corrections.

Memory Sector (MU / SKHY)
$Micron Technology (MU.US)$ Micron Technology showed strength in pre-market trading today, and the memory sector remains under capital scrutiny. Chasing the rally at current levels is not recommended; wait to see if there is buying support after a pullback to key support levels before entering.

$SK hynix (SKHY.US)$ SK Hynix (SKHY): Watch for support near $150 during pullbacks. Micron Technology (MU): Wait for buying support after a pullback to key support levels before entering.
Optical Modules (LITE) $Lumentum (LITE.US)$

There is divergence within the optical module sector, but core holdings are still seeing buying support. After pulling back to $780 yesterday, the stock rebounded quickly, leaving a clear lower shadow. Key support: $780 (significant sentiment support). Watch range: $800–$830, a key zone for positioning worth close observation.

Electric Power Sector (BE) $Bloom Energy (BE.US)$

After a sharp intraday drop, BE fell to around $200 at its lowest. There was clear buying support in the $180–$190 range, showing some independence in its trend. Support zone: $180–$190, with evident buying interest. First target: $230; watch for further strength if it continues to rally.

Data Centers (NBIS) $NEBIUS (NBIS.US)$

The stock has pulled back from $280 to the $200 level, representing a maximum correction of nearly 30%. There are signs of capital accumulation at these lows; watch for oversold bounce opportunities. Key level to watch: $200. Holding this level is critical. First rebound target: $230–$240. Consider small positions to trade the oversold bounce.

Today's Strategy

Prioritize oversold opportunities in memory chips, optical modules, power supply, and data centers.SKHY: Watch near $150; LITE: Watch $800–$780; BE: Watch $190–$180; NBIS: Closely monitor the $200 level.

Core idea

Do not chase highs or rush to go fully invested. Use pullbacks to find entry points in strong leading sectors at lower levels. Build positions in tranches and manage your exposure. The market is reorienting during this correction, but capital has not significantly exited. Patience + Discipline = Long-term Advantage!

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