Memory chips are relatively lagging! Positioning strategy for Micron and SK Hynix; short-term trading levels for UMAC

$SK hynix (SKHY.US)$$Micron Technology (MU.US)$ post-market close yesterdaySK Hynix, SanDisk, and Micronall rose by more than 3%,But when compared with LITE,a core beneficiary in the optical transceiver space, the rally in memory stocks during this cyclehas not been as exaggerated.MyMy view remains unchanged:, ifseeking certainty within the broader AI hardware ecosystem,at this stage, I stillfavor memory stocks.becauseNVIDIA's latest earnings reportIn reality,further validates that demand for AI data centersremains very strong.Combined with SK Hynix's long-term supply agreements,and industry data indicating locked-in capacity, memory stocks still havesolid potential to continue rallying within the year., soIf you already got on board early in this cycle,whether in SK Hynix or Micron,continue to hold patiently for further gains.There is no need to rushto sell off your memory holdings just because of NVIDIA's positive earnings report.As long as your overall position remains manageable, you can still hold SK Hynix or Micron with patience.

Finally, a last word for everyone:Adding a short-term trading position，for an oversold bounceThe stock is UMAC. $Unusual Machines (UMAC.US)$ Why revisit it now? It’snot because I believe drones are about toenter a new primary uptrend,but rather because technical indicators show a clear opportunity for an oversold bounce.Yesterday, after UMAC fell to around $23,the price hit a critical short-term strong support level,and calculated from the recent high of $35,In just two weeksUMAC'sdecline has exceeded 50%,even if it subsequentlyItThere's nothing we can doquickly re-entersa bullish trend,after such a rapid drop,I believe the probability of a short-term technical rebound is not low.If you are reluctant to chase high-flying optical module and storage stocks right now,yet are willing to tolerate the high volatility of thematic stocks,UMAC can be viewed as a pure short-term play on an oversold bounce. Keep a close watch on the first upside target, which remains at $27.

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