THE TAPE
Market Desk ยท Sentiment

Records continue on cooling inflation, low rate-hike odds, and strong earnings margins.

Aug 14, 2026 ยท 3:32 PM BULLISH โ€” 72%
Notable Moves 21
SNDK
JPMorgan upgrade, massive rally continues, up 500%+ this year.
๐Ÿ“ฐ Sandisk is up more than 500% this year. JPMorgan says there are more gains ahead
โ–ฒ90%
MU
Micron pushing toward $1,000/share, cap above $1T on memory boom.
๐Ÿ“ฐ Micron Stock Edges Back Toward $1,000. How Far It Could Go.
โ–ฒ85%
000660.KS
SK Hynix rallying, IBD Stock of the Day, undervalued per analysts.
๐Ÿ“ฐ SK Hynix, IBD Stock Of The Day, Forming IPO Base But Actionable Now
โ–ฒ80%
SOXL
Leveraged semis benefit from memory rally continuation.
๐Ÿ“ฐ Sandisk Stock Surges on AI Storage Boom: SNXX ETF Tops 135 Million Shares in Volume
โ–ฒ75%
005930.KS
Samsung rallying with KOSPI on memory re-rating.
๐Ÿ“ฐ Korean Stocks Rally Again Overnight. KOSPI Closes Up 2.41% As SK Hynix and Samsung Rally.
โ–ฒ75%
WDC
Western Digital rallying alongside memory peers.
๐Ÿ“ฐ Sandisk Jumps 7%, Western Digital Gains 4%, Micron Climbs 3% as the Kospi Returns to a Bull Market
โ–ฒ75%
SKHY
SK Hynix ADR seen with 48% upside per analysts.
๐Ÿ“ฐ How Much Upside is Left in SK Hynix, Inc. - Sponsored ADR (SKHY)? Wall Street Analysts Think 48.13%
โ–ฒ70%
CRWV
CoreWeave AI-infra capex confirmed strong per accumulated context.
โ–ฒ70%
SOX
Semiconductor sector broadly rallying on memory re-rating.
โ–ฒ70%
SPY
S&P hitting record highs on cooling inflation and margin strength.
๐Ÿ“ฐ Stock market continues run to records. Bank of America says only two things can stop it
โ–ฒ65%
QQQ
Tech-heavy index benefits from AI/memory rally and rate optimism.
๐Ÿ“ฐ 5 AI Stocks with Strong Growth to Buy on the Rebound
โ–ฒ65%
005935.KS
Samsung preferred shares likely benefit from parent rally.
โ–ฒ65%
SOXX
Semiconductor ETF benefits from sector-wide memory rally.
โ–ฒ65%
SMH
Semiconductor ETF tracking memory/AI infra rally.
โ–ฒ65%
KORU
Korea leveraged ETF benefits from KOSPI bull-market reversal.
๐Ÿ“ฐ Korean Stocks Rally Again Overnight. KOSPI Closes Up 2.41% As SK Hynix and Samsung Rally.
โ–ฒ65%
EWY
Korea ETF benefits from KOSPI memory-driven bull market.
๐Ÿ“ฐ Korean Stocks Rally Again Overnight. KOSPI Closes Up 2.41% As SK Hynix and Samsung Rally.
โ–ฒ65%
SPCX
Rinehart's $1.37B stake and Tiger Global new SpaceX position highlight investor interest.
๐Ÿ“ฐ Tiger Global Management Takes New Stake In Space Exploration Technologies Corp With 375,000 Shares
โ–ฒ60%
AMD
Tiger Global initiated new AMD stake.
๐Ÿ“ฐ Tiger Global Management Takes New Stake In Advanced Micro Devices Inc With 674,727 Shares
โ–ฒ55%
STX
Tiger Global new stake in Seagate amid storage boom.
๐Ÿ“ฐ Tiger Global Management Takes New Stake In Seagate Technology Hldngs Pl With 285,100 Shares.
โ–ฒ55%
INTC
Intel exploring memory market return after $20B raise, memory-CPU stacking.
๐Ÿ“ฐ Could Intel return to the red-hot memory market after $20B raise and recent hire?
โ–ฒ55%
CXMT
CXMT rising fast in NAND rally, Apple testing chips context.
โ–ฒ50%
Full Board 97 symbols
SymbolSignalConf.Why
SNDKโ–ฒ BULLISH90%JPMorgan upgrade, massive rally continues, up 500%+ this year.
MUโ–ฒ BULLISH85%Micron pushing toward $1,000/share, cap above $1T on memory boom.
000660.KSโ–ฒ BULLISH80%SK Hynix rallying, IBD Stock of the Day, undervalued per analysts.
SOXLโ–ฒ BULLISH75%Leveraged semis benefit from memory rally continuation.
005930.KSโ–ฒ BULLISH75%Samsung rallying with KOSPI on memory re-rating.
WDCโ–ฒ BULLISH75%Western Digital rallying alongside memory peers.
SKHYโ–ฒ BULLISH70%SK Hynix ADR seen with 48% upside per analysts.
CRWVโ–ฒ BULLISH70%CoreWeave AI-infra capex confirmed strong per accumulated context.
SOXโ–ฒ BULLISH70%Semiconductor sector broadly rallying on memory re-rating.
SPYโ–ฒ BULLISH65%S&P hitting record highs on cooling inflation and margin strength.
QQQโ–ฒ BULLISH65%Tech-heavy index benefits from AI/memory rally and rate optimism.
005935.KSโ–ฒ BULLISH65%Samsung preferred shares likely benefit from parent rally.
SOXXโ–ฒ BULLISH65%Semiconductor ETF benefits from sector-wide memory rally.
SMHโ–ฒ BULLISH65%Semiconductor ETF tracking memory/AI infra rally.
KORUโ–ฒ BULLISH65%Korea leveraged ETF benefits from KOSPI bull-market reversal.
EWYโ–ฒ BULLISH65%Korea ETF benefits from KOSPI memory-driven bull market.
SPCXโ–ฒ BULLISH60%Rinehart's $1.37B stake and Tiger Global new SpaceX position highlight investor interest.
AMDโ–ฒ BULLISH55%Tiger Global initiated new AMD stake.
STXโ–ฒ BULLISH55%Tiger Global new stake in Seagate amid storage boom.
INTCโ–ฒ BULLISH55%Intel exploring memory market return after $20B raise, memory-CPU stacking.
CXMTโ–ฒ BULLISH50%CXMT rising fast in NAND rally, Apple testing chips context.
TSMโ— NEUTRAL45%Tiger Global trimmed stake 12%, mixed with SoftBank stake cut concern.
AMATโ— NEUTRAL45%Beat-and-raise but tepid reaction, UBS trims PT slightly.
NVDAโ— NEUTRAL40%Tiger Global trimmed stake 7%, mildly bearish signal amid AI enthusiasm.
RDDTโ— NEUTRAL40%Tiger Global slightly increased Reddit stake by 1%.
Vโ— NEUTRAL40%Tiger Global initiated new Visa stake, mild positive.
CSCOโ— NEUTRAL40%Cisco beat but guided cautiously and fell, per accumulated context.
ORCLโ— NEUTRAL35%Oracle data center gas pipeline delayed to 2027, minor negative.
METAโ— NEUTRAL35%Tiger Global trimmed stake 9%, but Meta joining HBF consortium is positive.
AAPLโ— NEUTRAL30%Only sentiment/ownership survey piece, no material news.
MSFTโ— NEUTRAL30%Tiger Global trimmed stake 9%, mildly bearish.
TSLAโ— NEUTRAL20%Musk orbital compute comments are long-horizon, not immediately market-moving.
UBERโ— NEUTRAL20%Waymo expansion in CA is a competitive negative but indirect.
AVGOโ— NEUTRAL0%No direct news.
ASMLโ— NEUTRAL0%No direct news.
KLACโ— NEUTRAL0%No direct news.
SKโ— NEUTRAL0%No direct news.
SKHUโ— NEUTRAL0%No direct news.
IBMโ— NEUTRAL0%No direct news.
6723.Tโ— NEUTRAL0%No direct news.
SKHLโ— NEUTRAL0%No direct news.
PYPLโ— NEUTRAL0%No direct news.
NXPIโ— NEUTRAL0%No direct news.
6146.Tโ— NEUTRAL0%No direct news.
6752.Tโ— NEUTRAL0%No direct news.
8035.Tโ— NEUTRAL0%No direct news.
PLTRโ— NEUTRAL0%No direct news.
LITEโ— NEUTRAL0%No direct news.
GOOGLโ— NEUTRAL0%No direct news.
GOOGโ— NEUTRAL0%No direct news.
WBDโ— NEUTRAL0%No direct news.
MRVLโ— NEUTRAL0%No direct news.
LRCXโ— NEUTRAL0%No direct news.
NBISโ— NEUTRAL0%No direct news.
SMCIโ— NEUTRAL0%No direct news.
GEVโ— NEUTRAL0%No direct news.
XYZโ— NEUTRAL0%No direct news.
AMZNโ— NEUTRAL0%No direct news.
KMBโ— NEUTRAL0%No direct news.
CBRSโ— NEUTRAL0%No direct news.
NOKโ— NEUTRAL0%No direct news.
RAMLโ— NEUTRAL0%No direct news.
SAPโ— NEUTRAL0%No direct news.
LYFTโ— NEUTRAL0%No direct news.
KVUEโ— NEUTRAL0%No direct news.
688825.SSโ— NEUTRAL0%No direct news.
DISKโ— NEUTRAL0%No direct news.
688981.SSโ— NEUTRAL0%No direct news.
GLWโ— NEUTRAL0%No direct news.
AMKRโ— NEUTRAL0%No direct news.
ERICโ— NEUTRAL0%No direct news.
SHELโ— NEUTRAL0%No direct news.
GRMNโ— NEUTRAL0%No direct news.
ARMโ— NEUTRAL0%No direct news.
XOMโ— NEUTRAL0%No direct news.
CVXโ— NEUTRAL0%No direct news.
SKHXโ— NEUTRAL0%No direct news.
RBLXโ— NEUTRAL0%No direct news.
ABNBโ— NEUTRAL0%No direct news.
MCHPโ— NEUTRAL0%No direct news.
BABAโ— NEUTRAL0%No direct news.
QCOMโ— NEUTRAL0%No direct news.
AZNโ— NEUTRAL0%No direct news.
BACโ— NEUTRAL0%No direct news.
COHRโ— NEUTRAL0%No direct news.
SHOPโ— NEUTRAL0%No direct news.
COPโ— NEUTRAL0%No direct news.
SMHUโ— NEUTRAL0%No direct news.
SMHDโ— NEUTRAL0%No direct news.
FSLRโ— NEUTRAL0%No direct news.
DVNโ— NEUTRAL0%No direct news.
HPQโ— NEUTRAL0%No direct news.
LLYโ— NEUTRAL0%No direct news.
FERGโ— NEUTRAL0%No direct news.
VRTโ— NEUTRAL0%No direct news.
PANWโ— NEUTRAL0%No direct news.
SSDโ— NEUTRAL0%No direct news.

Read the full accumulated context behind this call