Exactly. All the overnight dru

Exactly. All the overnight drunk sellers. Not like everyone doesn’t need ChatGPT anymore and stopped needing tokens.

Memory crushed, AI chips rally—is semiconductors rotating internally?

While memory stocks slide, AI compute chips surge: Nvidia rose 0.97% to $228.52, AMD up 1.90% to $605.53, Intel up 1.44%. Capital rotates within semiconductors from memory to logic chips; views on chip stocks diverge. Bulls say compute demand is not tied to memory pricing and logic chip order visibility is steadier; Bears say if AI capex guidance disappoints earnings season, logic chips won't escape. What would make this rotation out of memory last beyond this week?

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Comments

JulianAlerander
09-14
JulianAlerander
Who said demand vanished lol, API usage is still ripping. This dump feels way more like panic than fundamentals
- Kipbana:
  Exactly
dimzy
09-14
dimzy
Overnight flow looked more like chained algo stops than demand fading. Claude and Gemini API usage is still climbing, so the token story is hardly dead

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Capital rotates within semiconductors from memory to logic chips; views on chip stocks diverge. Bulls say compute demand is not tied to memory pricing and logic chip order visibility is steadier; Bears say if AI capex guidance disappoints earnings season, logic chips won't escape. What would make this rotation out of memory last beyond this week?","image":"https://community-static.tradeup.com/news/b41155e98aed5ef07f32e2a10551be8a"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>Exactly. All the overnight drunk sellers. Not like everyone doesn’t need ChatGPT anymore and stopped needing tokens.</body></html>","htmlText":"<html><head></head><body>Exactly. All the overnight drunk sellers. Not like everyone doesn’t need ChatGPT anymore and stopped needing tokens.</body></html>","text":"Exactly. All the overnight drunk sellers. 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