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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
SNDK 220.51-2.8%Nov 25 3:59 PM EST
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To: Unwelcomeguest who wrote (3452)1/19/2018 11:50:34 AM
From: Charlie Smith2 Recommendations

Recommended By
JCnieuwenj
Sam

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Strong SSD and spiking GPU pricing; positive for MU, NVDA, AMD and WDC - Mizuho (106.67)

Mizuho takes a look at SSD and GPU pricing exiting the DecQ and entering January. Some key things to note: 1) despite some of the worries on NAND oversupply and pricing, SSD pricing is robust and 2) similar to the Jun/SepQ, there is a significant spike in GPU pricing pointing to tight inventory and availability. This could point to upside versus expectations of GPUs being down at AMD and NVDA. Both AMD and NVDA are seeing tight supply and channel price appreciation. Reiterating their Buy on MU, NVDA, AMD and WDC as pricing trends in SSDs and GPUs could point to upside versus recent concerns of weaker NAND/SSD and seasonal GPU trends.


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