Posteo
Crypto matina
$SNDK, $SKHYNIX & $MU — three different storage stories 📦
🔹 $SKHYNIX = Moat — strong HBM dominance, but valuation has risen.
🔹 $MU = Value — diversified exposure and a low P/E, with earnings as the next test.
🔹 $SNDK = Growth Story — long-term contracts + HBF offer strong potential, but volatility can be much higher.
Same storage boom, different business models, different returns. 📊
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