Shyon
09-24
I find the memory strength interesting because $SanDisk Corp.(SNDK)$ , $Micron Technology(MU)$ and $SK hynix(SKHY)$ all moved higher while the broader chip chain also remained positive. To me, this looks more like money staying within the AI semiconductor theme rather than a simple rotation away from chips.

For Micron, the September 30 earnings will be important. I want to see whether margins and guidance can support the current memory-cycle optimism. A strong report could reinforce the thesis, while weaker guidance would make me more cautious.

I am still bullish on semiconductors over the longer term, but I prefer to accumulate gradually during pullbacks rather than chase sharp moves. For me, the key is whether earnings and AI demand continue catching up with the expectations already priced into these stocks.

@TigerStars @Tiger_comments @TigerClub @Marktomarket

CXMT DRAM Breakthrough Hammers Memory and Optical Stocks — Panic or Repricing?
AI hardware sold off hard Monday: SanDisk -5.97%, Lumentum -9.78%, Micron -3.88%, SK Hynix -4.02%. Trigger: CXMT's president announced a 4F² DRAM architecture breakthrough at a weekend conference, targeting server memory by end-2026 — reviving fears of Chinese competition on pricing. Broadcom CEO Hock Tan warned capital, not chips, is now AI's primary bottleneck. Bulls say CXMT still faces major yield hurdles before any volume ramp; bears say once markets price in Chinese DRAM competition, fundamentals can't stop the re-rating. Has this changed your conviction in memory stocks?
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Comments

  • MortimerDodd
    09-28
    MortimerDodd
    I care more about inventory and capex than the bounce here. If supply keeps expanding, memory names can still disappoint even with AI buzz
    • Shyon: 
      That's something to take note with.
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