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

$SK hynix (SKHY.US)$ In after-hours trading yesterday, SK Hynix, SanDisk, and Micron all rose by more than 3%. However, compared to core optical module plays like LITE, the rally in memory stocks this round has been less exaggerated. My view remains unchanged: if you are seeking certainty within the broader AI hardware ecosystem, I still favor memory stocks at this stage. NVIDIA's latest earnings report further validates that demand for AI data centers remains robust. Coupled with industry developments such as SK Hynix securing long-term supply agreements, memory stocks still have significant potential to reach new highs within the year. Therefore, if you have already positioned yourself in SK Hynix or Micron during this rally, continue to hold patiently. There is no need to rush to sell your memory holdings simply because of the positive news from NVIDIA's earnings. As long as your overall position size is manageable, it is still advisable to hold SK Hynix or Micron with patience. $Micron Technology (MU.US)$

Finally, I would like to add one more stock for short-term trading opportunities: UMAC, which is poised for a rebound after being oversold.

$Unusual Machines (UMAC.US)$ Why revisit this stock now? It is not because I believe the drone sector is about to enter a new major 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 level of strong short-term support. Calculating from its recent high of $35, UMAC has dropped more than 50% in just two weeks. Even if it fails to quickly re-enter a bullish trend, the probability of a short-term technical rebound following such a rapid decline is, in my view, quite high. If you are currently unwilling to chase high-flying optical module and memory stocks, but are willing to tolerate the high volatility of thematic stocks, UMAC can be considered as a pure short-term play on an oversold bounce. For upside targets, keep an eye on the $27 level.

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