Morgan Chase up to the Moody's rating

On 14 August, CNBC reported that Morgan Chase had increased the SNDK rating from "neutral " to "enhanced ", with a target price of $2250, leaving approximately 47 per cent of the increase compared to Thursday's closing price. The Muddy stock price has increased cumulatively by 544 per cent since this year. Morgan Chase analyst HarlanSur stated that as the rapid growth of AI reasoning led to a structural turning point in NAND demand, Moody had a unique advantage. The acceleration of AI applications has pushed up storage requirements and created supply constraints. On Investor Day in New York, Moody disclosed that the company would adopt new business models, including structured pricing mechanisms and large client advance agreements. According to Chase Morgan, the framework is expected to increase corporate profitability and reduce business cycle. At present, Moody has signed eight relevant LTAs, with a total value of approximately $94 billion at the price floor and a weighted average contract duration of more than four years. According to LSEG data, 22 of the 25 analysts currently covering Moody received a "buy-in" or "power-buy-in" rating, while 3 gave a "take-in" rating。