Compared to the memory stocks flooded with KOLs and ghost stories, 1810HK Xiaomi is actually a very pure and clean forward-looking memory contra-indicator. Xiaomi can be roughly understood as a memory wholesaler but a retailer with limited ability to raise prices through channels. I discussed Xiaomi's memory economics in the middle of last year. Xiaomi also does not face any legal supply chain restrictions. If Xiaomi's stock price does not fall, it indicates that memory gross profit is good. Conversely, it is a reversal.

Forward it

$Roundhill Memory ETF(DRAM.US)$Micron Tech(MU.US)$Sandisk(SNDK.US)$Western Digital(WDC.US)$Seagate Tech(STX.US)$XL2CSOPHYNIX(07709.HK)$XL2CSOPSMSN(07747.HK)$SPDR S&P 500(SPY.US)$Invesco QQQ Trust(QQQ.US)$iShares Semiconductor ETF(SOXX.US)

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