I sized up more memory stocks after I read this. news would've been too fast to move volume + it implied systematic underestimates across the board + ppl were very skittish/risk-off into earnings.
since memory is supply constrained everywhere, this is de-facto $MU earnings leak.
South Korea Preliminary Exports (June 1–20)
- DRAM (including modules): +342% YoY, +3% MoM - Flash Memory (NAND): +336% YoY, +28% MoM - SSD: +405% YoY, +25% MoM - MCP (HBM): +209% YoY, +51% MoM


