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“White-haired Stock God” Serenity: ESMT May Mirror SanDisk’s Trajectory, Storage Chip Price Hikes Still Have Room to Run
Odaily News "White-haired Stock God" Serenity posted on X, expressing optimism about storage chip maker Elite Semiconductor Memory Technology (ESMT, 3006) over the coming months, suggesting its trajectory could mirror the strong rally seen in SanDisk (SNDK).Serenity noted that a single DDR2 memory chip currently costs around $0.96. If the ASP (average selling price) triples, the cost per chip would increase by roughly $2. While this cost increase remains relatively limited for end products, sustained price hikes in memory products could have a significant impact on ESMT's own profitability. Additionally, SLC NAND is expected to see ASP increases of 120% to 170% in the second half of the year, with NOR Flash and other products also facing pricing upside expectations.Serenity stated that based on July performance, ESMT's current monthly net profit stands at approximately $111 million, with a market cap of around $2.8 billion, and believes there remains substantial room for valuation re-rating. Serenity noted that ESMT's current situation reminds them of early-stage SanDisk, but this opportunity is primarily concentrated in the legacy and specialty memory market.
Morgan Stanley: Traditional Storage Without Long-Term Contracts Not Necessarily a Bad Thing, DDR4 and SLC NAND in Strongest Price Hike Cycle
According to TechFlow Research, Morgan Stanley's research report on August 14 pointed out that the fundamentals of the three major traditional memory products, DDR4, SLC NAND, and NOR Flash, continue to improve, with widening supply-demand gaps and enhanced pricing power; mainstream manufacturers are exiting DDR4 supply faster than expected. Morgan Stanley expects DDR4 prices to rise by 50% in 3Q26 and another 10%+ in 4Q26; SLC NAND prices are expected to increase by over 50% in both 3Q26 and 4Q26, with tight supply potentially extending into 2027; NOR Flash will see another price hike in 4Q26, with momentum likely extending into 1H27. The report judges that the market is overly pessimistic about pricing the sustainability of the traditional memory cycle. Morgan Stanley has comprehensively upgraded earnings forecasts for Macronix, Winbond, GigaDevice, and PSMC; AP Memory is listed as the top pick due to its SiCap business, with the preference ranking being AP Memory > GigaDevice > Macronix > Winbond > PSMC > Nanya Technology. Macronix's earnings per share for 2026 to 2028 were upgraded by 139%, 144%, and 147% respectively; GigaDevice's were upgraded by 108%, 49%, and 48% respectively. Morgan Stanley believes that the absence of LTAs (Long-Term Agreements) means no constraints on price ceilings; when supply gaps widen and pricing power rests with suppliers, traditional memory manufacturers actually have greater profit elasticity.
Polymarket launches new "SpaceX Starship First Launch Date from Florida" event
Odaily Seer Prophecy Channel monitors that Polymarket has launched a new prediction event for "SpaceX Starship First Launch Date from Florida."To date, all integrated test flights of Starship have been conducted at Starbase in Texas. SpaceX is currently building Starship launch and manufacturing facilities in Florida, including a Starship launch tower at Kennedy Space Center's LC-39A, and renovation work at Cape Canaveral's SLC-37. Relevant projects still require regulatory approval, environmental assessments, and infrastructure construction.SpaceX President and COO Gwynne Shotwell stated in a CNBC interview in June 2026 that the company expects Starship Flight 13 to launch in about a month and plans to gradually achieve a monthly Starship launch cadence. She also mentioned that future missions could include Starship's first-ever launch from Florida.Odaily Seer Prophecy Channel continues to follow the prediction market—seeing changes before pricing.