The memory sector was hammered-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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1PC
07-19 17:50

The memory sector was hammered again: SNDK down 13%, SKHY off 14%, MU sliding nearly 6%, while bearish SOXS surged. Headlines warn the cycle has further to run, with downgrades & profit‑taking calls piling on. Geopolitical risks like Red Sea tensions only added to the fear.
🐯 My view: this looks like capitulation. After relentless deleveraging, the sector feels oversold, & I think memory stocks are ready to bottom. The supercycle theme may have been shaken, but long‑term demand drivers — AI, data centers, & storage growth — remain intact. For me, patience and selective entries matter more than chasing panic.[Surprised] @JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000

# Memory Enters Bear Market: Micron -30% From Highs, Yet SanDisk Still +580% YTD — Make Sense of It?

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ZOE011
·07-20 17:43
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HBM demand still looks firm to me, this washout feels late-cycle panic not thesis break
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- 1PC:
  Follow your trade plan [Bless] [Salute]
  07-20 20:22
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fizzzi
·07-20 17:43
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Long-term demand intact? consumer inventory still looks ugly
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- 1PC:
  Follow your trade plan [Bless] [Salute]
  07-20 20:21
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The contrast is stark — memory chips have \"officially entered a bear market,\" with Micron down 30% from its peak despite surging AI demand, yet SNDK is still up 580% YTD and called a screaming buy, and Micron draws bulls on strong Q3 results and raised guidance. Seeking Alpha flags Hynix's HBM tailwinds but warns on ADR premium and cyclicality. With \"bear market\" and \"+580% YTD\" coexisting, do you trust the AI supercycle — or a cycle peak?","image":"https://community-static.tradeup.com/news/c264d6cfbdb2950077b0a99b21561d15"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>The memory sector was hammered again: SNDK down 13%, SKHY off 14%, MU sliding nearly 6%, while bearish SOXS surged. Headlines warn the cycle has further to run, with downgrades &amp; profit‑taking calls piling on. Geopolitical risks like Red Sea tensions only added to the fear.\n<br>\n🐯 My view: this looks like capitulation. After relentless deleveraging, the sector feels oversold, &amp; I think memory stocks are ready to bottom. The supercycle theme may have been shaken, but long‑term demand drivers — AI, data centers, &amp; storage growth — remain intact. For me, patience and selective entries matter more than chasing panic.<span class=\"teditor-emoji\">[Surprised]</span> <a href=\"https://ttm.financial/U/3570103090255456\">@JC888</a> <a href=\"https://ttm.financial/U/4171900329979952\">@Barcode</a> <a href=\"https://ttm.financial/U/4091884160412060\">@Aqa</a> <a href=\"https://ttm.financial/U/4100833454173050\">@DiAngel</a> <a href=\"https://ttm.financial/U/3581734406950755\">@Shyon</a> <a href=\"https://ttm.financial/U/3559581955535845\">@koolgal</a> <a href=\"https://ttm.financial/U/3560184106659134\">@Shernice軒嬣 2000</a></body></html>","htmlText":"<html><head></head><body>The memory sector was hammered again: SNDK down 13%, SKHY off 14%, MU sliding nearly 6%, while bearish SOXS surged. Headlines warn the cycle has further to run, with downgrades &amp; profit‑taking calls piling on. Geopolitical risks like Red Sea tensions only added to the fear.\n<br>\n🐯 My view: this looks like capitulation. After relentless deleveraging, the sector feels oversold, &amp; I think memory stocks are ready to bottom. The supercycle theme may have been shaken, but long‑term demand drivers — AI, data centers, &amp; storage growth — remain intact. For me, patience and selective entries matter more than chasing panic.<span class=\"teditor-emoji\">[Surprised]</span> <a href=\"https://ttm.financial/U/3570103090255456\">@JC888</a> <a href=\"https://ttm.financial/U/4171900329979952\">@Barcode</a> <a href=\"https://ttm.financial/U/4091884160412060\">@Aqa</a> <a href=\"https://ttm.financial/U/4100833454173050\">@DiAngel</a> <a href=\"https://ttm.financial/U/3581734406950755\">@Shyon</a> <a href=\"https://ttm.financial/U/3559581955535845\">@koolgal</a> <a href=\"https://ttm.financial/U/3560184106659134\">@Shernice軒嬣 2000</a></body></html>","text":"The memory sector was hammered again: SNDK down 13%, SKHY off 14%, MU sliding nearly 6%, while bearish SOXS surged. Headlines warn the cycle has further to run, with downgrades & profit‑taking calls piling on. Geopolitical risks like Red Sea tensions only added to the fear. 🐯 My view: this looks like capitulation. After relentless deleveraging, the sector feels oversold, & I think memory stocks are ready to bottom. The supercycle theme may have been shaken, but long‑term demand drivers — AI, data centers, & storage growth — remain intact. For me, patience and selective entries matter more than chasing panic.[Surprised] @JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000","highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/587466391433920","repostId":0,"isVote":1,"tweetType":1,"viewCount":139,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":584,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":587818712646464,"commentId":"587818712646464","gmtCreate":1784540610617,"gmtModify":1784549936042,"authorId":3479274704707888,"author":{"id":3479274704707888,"idStr":"3479274704707888","authorId":3479274704707888,"name":"ZOE011","avatar":"https://static.tigerbbs.com/1cd57814a32b0b71cd3970e95d101105","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":587466391433920,"objectIdStr":"587466391433920","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"HBM demand still looks firm to me, this washout feels late-cycle panic not thesis break","text":"HBM demand still looks firm to me, this washout feels late-cycle panic not thesis break","html":"HBM demand still looks firm to me, this washout feels late-cycle panic not thesis break","likeSize":0,"commentSize":1,"subComments":[{"id":587858064765416,"commentId":"587858064765416","gmtCreate":1784550137264,"gmtModify":1784550444586,"authorId":3574752437126777,"author":{"id":3574752437126777,"idStr":"3574752437126777","authorId":3574752437126777,"name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.24","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"wearingSort":0},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1679961600000,"redirectLinkValidityTo":1996963200000,"hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.07.20","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007,"isScarce":0,"effectEnabled":0,"wearingSort":0,"validityTo":"2026.08.19","validityToTimestamp":1787126423998}],"wearingBadges":[]},"repliedAuthorId":0,"objectId":587466391433920,"objectIdStr":"587466391433920","type":1,"supId":587818712646464,"supIdStr":"587818712646464","prevId":0,"prevIdStr":"0","content":"Follow your trade plan [Bless] [Salute]","text":"Follow your trade plan [Bless] [Salute]","html":"Follow your trade plan [Bless] [Salute]","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":587831176233272,"commentId":"587831176233272","gmtCreate":1784540610711,"gmtModify":1784549936044,"authorId":9000000000000142,"author":{"id":9000000000000142,"idStr":"9000000000000142","authorId":9000000000000142,"name":"fizzzi","avatar":"https://static.tigerbbs.com/df4fa8f4a07de7855d1ef44804bdd5a9","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":587466391433920,"objectIdStr":"587466391433920","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Long-term demand intact? consumer inventory still looks ugly","text":"Long-term demand intact? consumer inventory still looks ugly","html":"Long-term demand intact? consumer inventory still looks ugly","likeSize":0,"commentSize":1,"subComments":[{"id":587857968976640,"commentId":"587857968976640","gmtCreate":1784550116178,"gmtModify":1784550444632,"authorId":3574752437126777,"author":{"id":3574752437126777,"idStr":"3574752437126777","authorId":3574752437126777,"name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.24","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"wearingSort":0},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1679961600000,"redirectLinkValidityTo":1996963200000,"hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.07.20","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007,"isScarce":0,"effectEnabled":0,"wearingSort":0,"validityTo":"2026.08.19","validityToTimestamp":1787126423998}],"wearingBadges":[]},"repliedAuthorId":0,"objectId":587466391433920,"objectIdStr":"587466391433920","type":1,"supId":587831176233272,"supIdStr":"587831176233272","prevId":0,"prevIdStr":"0","content":"Follow your trade plan [Bless] [Salute]","text":"Follow your trade plan [Bless] [Salute]","html":"Follow your trade plan [Bless] [Salute]","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}