MarketMeerkats · today's read

MU rallied while chip shortage talk softened

A potential Samsung memory factory strike is sharpening the HBM supply story today. **HBM** posts are split on whether tightening supply helps competitors like **MU**, which is rallying on technical strength and new factory buildout. **ASTS** is drawing attention as satellite stocks benefit from broader space-sector momentum tied to Rocket Lab earnings and SpaceX IPO chatter. Meanwhile, **NVDA** posts surface a different concern: GPU rental prices are down 30%, suggesting the chip-shortage narrative may be overstated.